Jonathan KirkwoodandClaude Opus 4.8
4215d4478f
Cumulative checkpoint since 0.2.26:
- 0.2.27/28: entity valuation-history table; investor gain/loss = NAV +
distributions vs paid-in
- 0.2.29: Reset Fund Partners (endpoint, Partners-tab button, CLI, action)
- 0.2.30: "Current Capital Balance" label, %-only gain/loss
- 0.2.31: Management Entities rename, Carry Vehicle type, chart
distributions-line gate
- 0.2.32: LP-facing polish pass
* Ten31 brand palette from the logo (navy/mint); orange retired
* portfolio summary card across funds; gain labeled "net of paid-in"
* whole-dollar headline figures; "History · N quarters" toggle
* documents grouped by year with a "New" badge (users.docs_seen_at)
* eNAV-created members start on default password with login enabled;
enable-investor-logins CLI + StartOS action for existing accounts
* password minimum raised to 8 chars; login help line (Portal@ten31.xyz)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Ten31Portal
Internal system of record for Ten31 entities, holdings, positions, and quarterly valuation sign-off.
Accounts and access
Two kinds of accounts:
- Internal staff (
approver,cfo,fund_admin,viewer) — the full back-office app (entities, holdings, valuations, import, audit).approverandcfoalso get the admin screens below. - External accounts (
investor,fund_administrator) — a separate, entity-scoped portal. An external account only sees the entities granted to it.- Investor — sees, per fund, their latest capital-account value and history, plus documents shared to the fund or addressed privately to them (e.g. their K-1).
- Fund administrator — sees assigned entities and can upload documents for them (shared or addressed to a specific investor).
Admin screens (Users / Documents / Capital Accounts, visible to approver and cfo)
let you create an account with a username and password, check off which entities it can
view, upload documents, and enter each investor's capital-account figures.
Login accepts a username or an email. The first admin is created from the CLI:
ten31portal-cli create-user --name "You" --username admin --role cfo --password '...'
# --email is optional; external accounts are normally created from the Users screen.
Prerequisites
- Python 3.11+
- Node.js 20+
Backend
cd backend
python -m venv .venv
source .venv/bin/activate
pip install -e .
uvicorn ten31portal.main:app --reload --port 8000
Health check: GET http://localhost:8000/api/health
Frontend
cd frontend
npm install
npm run dev
Opens at http://localhost:5173. Proxies /api to the backend on port 8000.
Project structure
ten31portal/
backend/
ten31portal/ # FastAPI application
main.py # App object and health endpoint
config.py # Env-based configuration
pyproject.toml
frontend/
src/
App.tsx # Main component
main.tsx # Entry point
vite.config.ts
deploy/ # StartOS packaging (Issue 17)
SPEC.md # v1 issue specs