Ten31-Portal/deploy/startos/actions/index.ts

import { sdk } from '../sdk'

const { InputSpec, Value, Action } = sdk

// Run a ten31portal CLI subcommand inside the service container against the data volume.
async function runCli(effects: any, args: string[], taskName: string) {
  const sub = await sdk.SubContainer.of(
    effects,
    { imageId: 'main' },
    sdk.Mounts.of().mountVolume({
      volumeId: 'main',
      subpath: null,
      mountpoint: '/data',
      readonly: false,
    }),
    taskName,
  )
  return sub.exec(
    ['python3', '-m', 'ten31portal.cli', ...args],
    { env: { TEN31_DB_PATH: '/data/portal.db' } },
    30000,
  )
}

const errorResult = (message: string) =>
  ({ version: '1' as const, title: 'Error', message, result: null })

// ============================================
// Action: Create User
// ============================================
const createUserInputSpec = InputSpec.of({
  name: Value.text({
    name: 'Full Name',
    description: 'Display name for the user',
    default: '',
    required: true,
    placeholder: 'Jane Smith',
  }),
  email: Value.text({
    name: 'Email',
    description: 'Login email address',
    default: '',
    required: true,
    placeholder: 'jane@ten31.com',
    patterns: [
      {
        regex: '^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}$',
        description: 'Must be a valid email address',
      },
    ],
  }),
  username: Value.text({
    name: 'Username',
    description: 'Login username',
    default: '',
    required: true,
    placeholder: 'jsmith',
  }),
  password: Value.text({
    name: 'Password',
    description: 'Initial password (user should change after first login)',
    default: '',
    required: true,
    placeholder: 'minimum 4 characters',
  }),
  role: Value.select({
    name: 'Role',
    description:
      'Managing Partner: full access including valuation sign-off. Operations: full access except final sign-off. Fund Admin: edit holdings/NAV and submit, no user or document admin.',
    default: 'operations',
    values: {
      approver: 'Managing Partner',
      operations: 'Operations',
      fund_admin: 'Fund Admin',
    },
  }),
})

const createUserAction = Action.withInput(
  'create-user',
  {
    name: 'Create User',
    description: 'Add a new staff user account with a role',
    warning: null,
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  createUserInputSpec,
  async () => ({
    name: '',
    email: '',
    username: '',
    password: '',
    role: 'operations' as const,
  }),
  async ({ input, effects }) => {
    try {
      const result = await runCli(
        effects,
        [
          'create-user',
          '--name', input.name,
          '--username', input.username,
          '--email', input.email,
          '--role', input.role,
          '--password', input.password,
        ],
        'create-user-task',
      )
      if (result.exitCode !== 0) {
        return errorResult(`Failed to create user: ${result.stderr?.toString() || 'Unknown error'}`)
      }
      return {
        version: '1' as const,
        title: 'User Created',
        message: `Created ${input.name} (${input.username}) with role: ${input.role}`,
        result: null,
      }
    } catch (e: any) {
      return errorResult(`Failed to create user: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: Reset Password
// ============================================
const resetPasswordInputSpec = InputSpec.of({
  username: Value.text({
    name: 'Username',
    description: 'Username of the account to reset (e.g. the Admin / Service Admin)',
    default: '',
    required: true,
    placeholder: 'admin',
  }),
  password: Value.text({
    name: 'New Password',
    description: 'The new password for this account',
    default: '',
    required: true,
    placeholder: 'minimum 4 characters',
  }),
})

const resetPasswordAction = Action.withInput(
  'reset-password',
  {
    name: 'Reset Password',
    description: "Reset any user's password (including the Admin / Service Admin)",
    warning: null,
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  resetPasswordInputSpec,
  async () => ({ username: '', password: '' }),
  async ({ input, effects }) => {
    try {
      const result = await runCli(
        effects,
        ['reset-password', '--username', input.username, '--password', input.password],
        'reset-password-task',
      )
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to reset password')
      }
      return {
        version: '1' as const,
        title: 'Password Reset',
        message: `Password reset for ${input.username}. Their login is enabled.`,
        result: null,
      }
    } catch (e: any) {
      return errorResult(`Failed to reset password: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: List Users
// ============================================
const listUsersAction = Action.withoutInput(
  'list-users',
  {
    name: 'List Users',
    description: 'Show every user account and role',
    warning: null,
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  async ({ effects }) => {
    try {
      const result = await runCli(effects, ['list-users'], 'list-users-task')
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to list users')
      }
      return {
        version: '1' as const,
        title: 'Users',
        message: 'The Service Admin cannot be deleted.',
        result: {
          type: 'single' as const,
          value: result.stdout?.toString() || 'No users.',
          copyable: true,
          qr: false,
          masked: false,
        },
      }
    } catch (e: any) {
      return errorResult(`Failed to list users: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: Show Initial Admin Password
// ============================================
const showAdminPasswordAction = Action.withoutInput(
  'show-admin-password',
  {
    name: 'Show Initial Admin Password',
    description:
      'Reveal the randomly-generated admin password created on first boot. Sign in with it, then change your password — after which this no longer shows it.',
    warning: null,
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  async ({ effects }) => {
    try {
      const result = await runCli(effects, ['show-admin-password'], 'show-admin-password-task')
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to read the admin password')
      }
      return {
        version: '1' as const,
        title: 'Initial Admin Password',
        message: 'Sign in as "admin" with this password, then change it from the portal.',
        result: {
          type: 'single' as const,
          value: (result.stdout?.toString() || '').trim() || 'No stored password.',
          copyable: true,
          qr: false,
          masked: true,
        },
      }
    } catch (e: any) {
      return errorResult(`Failed to read the admin password: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: Delete User
// ============================================
const deleteUserInputSpec = InputSpec.of({
  username: Value.text({
    name: 'Username',
    description: 'Username of the account to delete (use List Users to see them)',
    default: '',
    required: true,
    placeholder: 'jsmith',
  }),
})

const deleteUserAction = Action.withInput(
  'delete-user',
  {
    name: 'Delete User',
    description: 'Permanently delete a user account',
    warning:
      'This permanently deletes the user and their data (access grants, capital statements, private documents). The Service Admin cannot be deleted.',
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  deleteUserInputSpec,
  async () => ({ username: '' }),
  async ({ input, effects }) => {
    try {
      const result = await runCli(
        effects,
        ['delete-user', '--username', input.username],
        'delete-user-task',
      )
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to delete user')
      }
      return {
        version: '1' as const,
        title: 'User Deleted',
        message: result.stdout?.toString() || `Deleted ${input.username}.`,
        result: null,
      }
    } catch (e: any) {
      return errorResult(`Failed to delete user: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: Fix Duplicate Holdings
// ============================================
const dedupeAction = Action.withoutInput(
  'dedupe-holdings',
  {
    name: 'Fix Duplicate Holdings',
    description:
      'Remove duplicate holdings/positions left by repeated imports on older versions, which inflated the Invested totals on the Entities view. Safe to run anytime.',
    warning: null,
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  async ({ effects }) => {
    try {
      const result = await runCli(effects, ['dedupe-holdings'], 'dedupe-holdings-task')
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to clean up duplicates')
      }
      return {
        version: '1' as const,
        title: 'Duplicates Cleaned Up',
        message: result.stdout?.toString() || 'Done.',
        result: null,
      }
    } catch (e: any) {
      return errorResult(`Failed to clean up duplicates: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: List Funds
// ============================================
const listFundsAction = Action.withoutInput(
  'list-funds',
  {
    name: 'List Funds',
    description: 'Show every fund/SPV and its exact name (for Reset Fund Holdings)',
    warning: null,
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  async ({ effects }) => {
    try {
      const result = await runCli(effects, ['list-funds'], 'list-funds-task')
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to list funds')
      }
      return {
        version: '1' as const,
        title: 'Funds',
        message: null,
        result: {
          type: 'single' as const,
          value: result.stdout?.toString() || 'No funds.',
          copyable: true,
          qr: false,
          masked: false,
        },
      }
    } catch (e: any) {
      return errorResult(`Failed to list funds: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: Reset Fund Holdings
// ============================================
const resetHoldingsInputSpec = InputSpec.of({
  name: Value.text({
    name: 'Fund Name',
    description: 'Exact name of the fund to clear (see List Funds)',
    default: '',
    required: true,
    placeholder: 'Low Time Preference Fund III, LP',
  }),
})

const resetHoldingsAction = Action.withInput(
  'reset-holdings',
  {
    name: 'Reset Fund Holdings',
    description:
      'Clear a fund\'s holdings, positions, and valuation rounds so it can be re-imported from scratch. Use after switching source workbooks (e.g. Carta → eNAV) renamed the positions. Investor capital accounts are NOT affected.',
    warning:
      'This permanently deletes the fund\'s holdings, positions, and valuation history. Re-import the fund\'s NAV afterward to repopulate it. Investor capital accounts are kept.',
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  resetHoldingsInputSpec,
  async () => ({ name: '' }),
  async ({ input, effects }) => {
    try {
      const result = await runCli(effects, ['reset-holdings', '--name', input.name], 'reset-holdings-task')
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to reset fund')
      }
      return {
        version: '1' as const,
        title: 'Fund Cleared',
        message: result.stdout?.toString() || `Cleared ${input.name}.`,
        result: null,
      }
    } catch (e: any) {
      return errorResult(`Failed to reset fund: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: Reset Fund Partners
// ============================================
const resetPartnersInputSpec = InputSpec.of({
  name: Value.text({
    name: 'Fund Name',
    description: 'Exact name of the fund whose partners to clear (see List Funds)',
    default: '',
    required: true,
    placeholder: 'Low Time Preference Fund III, LP',
  }),
})

const resetPartnersAction = Action.withInput(
  'reset-partners',
  {
    name: 'Reset Fund Partners',
    description:
      "Remove every partner from a fund — deletes its investor capital-account statements and their access grants to it. Use to undo a wrong members import (e.g. another fund's roster loaded into this one). Investor accounts themselves are kept, and holdings/NAV are not affected (use Reset Fund Holdings for those).",
    warning:
      "This permanently deletes this fund's capital-account statements and removes investors' access to it. Investor accounts are kept. Re-import the correct roster afterward to repopulate.",
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  resetPartnersInputSpec,
  async () => ({ name: '' }),
  async ({ input, effects }) => {
    try {
      const result = await runCli(effects, ['reset-partners', '--name', input.name], 'reset-partners-task')
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to clear partners')
      }
      return {
        version: '1' as const,
        title: 'Partners Cleared',
        message: result.stdout?.toString() || `Cleared partners from ${input.name}.`,
        result: null,
      }
    } catch (e: any) {
      return errorResult(`Failed to clear partners: ${e.message || e}`)
    }
  },
)

// ============================================
// Action: Enable Investor Logins
// ============================================
const enableInvestorLoginsAction = Action.withoutInput(
  'enable-investor-logins',
  {
    name: 'Enable Investor Logins',
    description:
      'Give every investor account that has no login yet the default password (Ten31Portal) and enable sign-in. Accounts that can already sign in are not touched; investors change their own password in the portal.',
    warning: 'Every converted account gets the same well-known default password until the investor changes it.',
    allowedStatuses: 'only-running',
    group: null,
    visibility: 'enabled',
  },
  async ({ effects }) => {
    try {
      const result = await runCli(effects, ['enable-investor-logins'], 'enable-investor-logins-task')
      if (result.exitCode !== 0) {
        return errorResult(result.stderr?.toString() || 'Failed to enable investor logins')
      }
      return {
        version: '1' as const,
        title: 'Investor Logins Enabled',
        message: 'Send each investor their username; they sign in with the default password and change it.',
        result: {
          type: 'single' as const,
          value: result.stdout?.toString() || 'Nothing to do.',
          copyable: true,
          qr: false,
          masked: false,
        },
      }
    } catch (e: any) {
      return errorResult(`Failed to enable investor logins: ${e.message || e}`)
    }
  },
)

export const actions = sdk.Actions.of()
  .addAction(createUserAction)
  .addAction(resetPasswordAction)
  .addAction(showAdminPasswordAction)
  .addAction(listUsersAction)
  .addAction(enableInvestorLoginsAction)
  .addAction(deleteUserAction)
  .addAction(dedupeAction)
  .addAction(listFundsAction)
  .addAction(resetHoldingsAction)
  .addAction(resetPartnersAction)