Files
Ten31-Portal/backend
Johnny 5 30d2284feb Issues 19+20: entity-aware schedule import and rollup endpoint
Issue 19:
- entity_id now optional on POST /api/import/schedule
- Resolution: explicit entity_id > name match from row 1 > auto-create
- New params: create_entity_type (default fund), create_vintage_year
- Dry-run reports resolution (will_create/matched/existing)
- Frontend: radio toggle between 'Create from file' and 'Use existing'

Issue 20:
- GET /api/entities/rollup: invested_cents and last_signed_value_cents
  per entity in one pass (SQL aggregates, no waterfall)
- EntitiesList uses rollup instead of N+1 API calls
2026-06-08 03:02:59 +00:00
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