Files
Ten31-Portal/frontend/src/pages/EntitiesList.tsx
T
Jonathan KirkwoodandClaude Opus 4.8 4215d4478f 0.2.27-0.2.32: LP portal polish, brand palette, default investor logins
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>
2026-07-03 08:40:40 -05:00

415 lines
15 KiB
TypeScript

import { useEffect, useMemo, useState } from "react";
import { Link } from "react-router-dom";
import { api, WRITER_ROLES, type EntityType } from "../api";
import { useAuth } from "../context/AuthContext";
import { formatMoney, formatGainLoss } from "../format";
interface EntityRow {
id: number;
name: string;
type: string;
vintage_year: number | null;
fund_size_cents: number | null;
status: string;
committedCents: number;
investedCents: number;
lastValueCents: number;
}
const TYPE_LABELS: Record<string, string> = {
fund: "Fund",
spv: "SPV",
gp: "GP",
mgmt_co: "Mgmt Co",
carry: "Carry Vehicle",
};
export default function EntitiesList() {
const { user } = useAuth();
const [entities, setEntities] = useState<EntityRow[]>([]);
const [loading, setLoading] = useState(true);
const [showForm, setShowForm] = useState(false);
const isWriter = user && WRITER_ROLES.includes(user.role);
useEffect(() => {
loadData();
}, []);
async function loadData() {
setLoading(true);
try {
const rollup = await api.listEntityRollup();
setEntities(
rollup.map((r) => ({
id: r.id,
name: r.name,
type: r.type,
vintage_year: r.vintage_year,
fund_size_cents: r.fund_size_cents,
status: r.status,
committedCents: r.committed_cents,
investedCents: r.invested_cents,
lastValueCents: r.last_signed_value_cents,
})),
);
} finally {
setLoading(false);
}
}
if (loading) {
return <div className="text-gray-500 text-sm">Loading...</div>;
}
const funds = entities.filter((e) => e.type === "fund" || e.type === "spv");
const gps = entities.filter(
(e) => e.type === "gp" || e.type === "mgmt_co" || e.type === "carry",
);
return (
<div className="space-y-8">
<div className="flex items-center justify-between">
<h1 className="text-2xl font-semibold text-gray-900">Entities</h1>
{isWriter && (
<button
onClick={() => setShowForm(true)}
className="px-4 py-2 bg-brand-900 text-white text-sm rounded hover:bg-brand-800"
>
Add Entity
</button>
)}
</div>
{showForm && (
<AddEntityForm
onClose={() => setShowForm(false)}
onCreated={() => {
setShowForm(false);
loadData();
}}
/>
)}
<EntityTable title="Funds and SPVs" rows={funds} />
<EntityTable title="Management Entities" rows={gps} />
</div>
);
}
function AddEntityForm({
onClose,
onCreated,
}: {
onClose: () => void;
onCreated: () => void;
}) {
const [name, setName] = useState("");
const [type, setType] = useState<EntityType>("fund");
const [vintageYear, setVintageYear] = useState("");
const [fundSizeDollars, setFundSizeDollars] = useState("");
const [error, setError] = useState("");
const [saving, setSaving] = useState(false);
async function handleSubmit(e: React.FormEvent) {
e.preventDefault();
if (!name.trim()) {
setError("Name is required.");
return;
}
setError("");
setSaving(true);
try {
const data: any = { name: name.trim(), type };
if (vintageYear) {
const vy = parseInt(vintageYear);
if (isNaN(vy)) {
setError("Vintage year must be a number.");
setSaving(false);
return;
}
data.vintage_year = vy;
}
if (fundSizeDollars) {
const dollars = parseFloat(fundSizeDollars.replace(/[,$]/g, ""));
if (isNaN(dollars)) {
setError("Fund size must be a number.");
setSaving(false);
return;
}
data.fund_size_cents = Math.round(dollars * 100);
}
await api.createEntity(data);
onCreated();
} catch (err: any) {
setError(err.message || "Failed to create entity");
} finally {
setSaving(false);
}
}
return (
<div className="bg-white border border-gray-200 rounded-lg p-6 max-w-lg">
<h3 className="text-sm font-medium text-gray-900 mb-4">New Entity</h3>
<form onSubmit={handleSubmit} className="space-y-3">
<div>
<label className="block text-sm text-gray-700 mb-1">Name</label>
<input
type="text"
value={name}
onChange={(e) => setName(e.target.value)}
className="w-full px-3 py-2 border border-gray-300 rounded text-sm focus:outline-none focus:ring-2 focus:ring-accent-500 focus:border-transparent"
placeholder="Low Time Preference Fund I, LLC"
required
/>
</div>
<div>
<label className="block text-sm text-gray-700 mb-1">Type</label>
<select
value={type}
onChange={(e) => setType(e.target.value as EntityType)}
className="w-full px-3 py-2 border border-gray-300 rounded text-sm"
>
<option value="fund">Fund</option>
<option value="spv">SPV</option>
<option value="gp">GP</option>
<option value="mgmt_co">Mgmt Co</option>
<option value="carry">Carry Vehicle</option>
</select>
</div>
<div className="flex gap-3">
<div className="flex-1">
<label className="block text-sm text-gray-700 mb-1">Vintage Year</label>
<input
type="text"
value={vintageYear}
onChange={(e) => setVintageYear(e.target.value)}
className="w-full px-3 py-2 border border-gray-300 rounded text-sm"
placeholder="2021"
/>
</div>
<div className="flex-1">
<label className="block text-sm text-gray-700 mb-1">Fund Size ($)</label>
<input
type="text"
value={fundSizeDollars}
onChange={(e) => setFundSizeDollars(e.target.value)}
className="w-full px-3 py-2 border border-gray-300 rounded text-sm"
placeholder="3,300,000"
/>
</div>
</div>
{error && (
<p className="text-sm text-red-600">{error}</p>
)}
<div className="flex gap-2 pt-1">
<button
type="submit"
disabled={saving}
className="px-4 py-2 bg-brand-900 text-white text-sm rounded hover:bg-brand-800 disabled:opacity-50"
>
{saving ? "Creating..." : "Create"}
</button>
<button
type="button"
onClick={onClose}
className="px-4 py-2 border border-gray-300 text-sm rounded hover:bg-gray-50"
>
Cancel
</button>
</div>
</form>
</div>
);
}
type SortKey = "name" | "type" | "vintage" | "committed" | "invested" | "value" | "gain";
function EntityTable({ title, rows }: { title: string; rows: EntityRow[] }) {
const [sortKey, setSortKey] = useState<SortKey>("name");
const [dir, setDir] = useState<1 | -1>(1);
const totalCommitted = rows.reduce((s, r) => s + r.committedCents, 0);
const totalInvested = rows.reduce((s, r) => s + r.investedCents, 0);
const totalValue = rows.reduce((s, r) => s + r.lastValueCents, 0);
const totalGain = totalValue - totalInvested;
const sorted = useMemo(() => {
const val = (r: EntityRow): string | number => {
switch (sortKey) {
case "name": return r.name.toLowerCase();
case "type": return r.type;
case "vintage": return r.vintage_year ?? -Infinity;
case "committed": return r.committedCents;
case "invested": return r.investedCents;
case "value": return r.lastValueCents;
case "gain": return r.lastValueCents - r.investedCents;
}
};
return [...rows].sort((a, b) => {
const av = val(a), bv = val(b);
if (av < bv) return -1 * dir;
if (av > bv) return 1 * dir;
return 0;
});
}, [rows, sortKey, dir]);
const sortBy = (key: SortKey) => {
if (key === sortKey) setDir((d) => (d === 1 ? -1 : 1));
else { setSortKey(key); setDir(1); }
};
const arrow = (key: SortKey) => (sortKey === key ? (dir === 1 ? " ↑" : " ↓") : "");
const Th = ({ k, label, align = "left" }: { k: SortKey; label: string; align?: "left" | "right" }) => {
const a = align === "right" ? "text-right" : "text-left";
return (
<th className={`px-4 py-3 font-medium text-gray-600 select-none ${a}`}>
<button onClick={() => sortBy(k)} className={`w-full hover:text-gray-900 ${a}`}>
{label}<span className="text-accent-500">{arrow(k)}</span>
</button>
</th>
);
};
return (
<div>
<h2 className="text-lg font-semibold text-gray-900 mb-3">{title}</h2>
{/* Mobile: stacked cards (a wide financial table doesn't fit a phone) */}
<div className="md:hidden space-y-3">
{sorted.map((row) => {
const gl = formatGainLoss(row.lastValueCents, row.investedCents);
return (
<Link
key={row.id}
to={`/entities/${row.id}`}
className="block bg-white border border-gray-200 rounded-lg p-4 active:bg-gray-50"
>
<div className="flex items-start justify-between gap-2">
<span className="font-medium text-gray-900">{row.name}</span>
<span className="shrink-0 inline-block px-2 py-0.5 bg-gray-100 text-gray-600 text-xs rounded">
{TYPE_LABELS[row.type] || row.type}
</span>
</div>
{row.vintage_year && (
<div className="mt-0.5 text-xs text-gray-400">Vintage {row.vintage_year}</div>
)}
<div className="grid grid-cols-2 gap-x-4 gap-y-2 mt-3">
<CardMetric label="Committed" value={formatMoney(row.committedCents)} />
<CardMetric label="Invested" value={formatMoney(row.investedCents)} />
<CardMetric label="Last value" value={formatMoney(row.lastValueCents)} />
<CardMetric
label="Gain/Loss"
value={`${gl.positive ? "+" : "-"}${gl.text}`}
valueClass={gl.positive ? "text-green-600" : "text-red-600"}
/>
</div>
</Link>
);
})}
{rows.length > 0 && (
<div className="bg-gray-50 border border-gray-200 rounded-lg p-4">
<div className="text-xs font-medium text-gray-500 uppercase mb-2">Total</div>
<div className="grid grid-cols-2 gap-x-4 gap-y-2">
<CardMetric label="Committed" value={formatMoney(totalCommitted)} />
<CardMetric label="Invested" value={formatMoney(totalInvested)} />
<CardMetric label="Last value" value={formatMoney(totalValue)} />
<CardMetric
label="Gain/Loss"
value={`${totalGain >= 0 ? "+" : "-"}${formatMoney(Math.abs(totalGain))}`}
valueClass={totalGain >= 0 ? "text-green-600" : "text-red-600"}
/>
</div>
</div>
)}
{rows.length === 0 && (
<p className="text-sm text-gray-400 px-1">No entities yet.</p>
)}
</div>
{/* Desktop: full sortable table */}
<div className="hidden md:block bg-white border border-gray-200 rounded-lg overflow-x-auto">
<table className="w-full min-w-[46rem] text-sm">
<thead>
<tr className="bg-gray-50 border-b border-gray-200">
<Th k="name" label="Name" />
<Th k="type" label="Type" />
<Th k="vintage" label="Vintage" />
<Th k="committed" label="Committed" align="right" />
<Th k="invested" label="Invested" align="right" />
<Th k="value" label="Last Signed Value" align="right" />
<Th k="gain" label="Gain/Loss" align="right" />
</tr>
</thead>
<tbody>
{sorted.map((row) => {
const gl = formatGainLoss(row.lastValueCents, row.investedCents);
return (
<tr key={row.id} className="border-b border-gray-100 hover:bg-gray-50">
<td className="px-4 py-3">
<Link
to={`/entities/${row.id}`}
className="text-gray-900 font-medium hover:text-accent-600"
>
{row.name}
</Link>
</td>
<td className="px-4 py-3">
<span className="inline-block px-2 py-0.5 bg-gray-100 text-gray-600 text-xs rounded">
{TYPE_LABELS[row.type] || row.type}
</span>
</td>
<td className="px-4 py-3 text-gray-600">{row.vintage_year || "—"}</td>
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(row.committedCents)}</td>
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(row.investedCents)}</td>
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(row.lastValueCents)}</td>
<td className={`px-4 py-3 text-right font-medium ${gl.positive ? "text-green-600" : "text-red-600"}`}>
{gl.positive ? "+" : "-"}{gl.text}
</td>
</tr>
);
})}
{rows.length > 0 && (
<tr className="bg-gray-50 font-medium">
<td className="px-4 py-3 text-gray-900" colSpan={3}>
Total
</td>
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(totalCommitted)}</td>
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(totalInvested)}</td>
<td className="px-4 py-3 text-right text-gray-900">{formatMoney(totalValue)}</td>
<td className={`px-4 py-3 text-right ${totalGain >= 0 ? "text-green-600" : "text-red-600"}`}>
{totalGain >= 0 ? "+" : "-"}{formatMoney(Math.abs(totalGain))}
</td>
</tr>
)}
{rows.length === 0 && (
<tr>
<td className="px-4 py-6 text-center text-gray-400" colSpan={7}>
No entities yet.
</td>
</tr>
)}
</tbody>
</table>
</div>
</div>
);
}
function CardMetric({
label,
value,
valueClass = "text-gray-900",
}: {
label: string;
value: string;
valueClass?: string;
}) {
return (
<div>
<div className="text-xs text-gray-400 uppercase">{label}</div>
<div className={`text-sm font-medium ${valueClass}`}>{value}</div>
</div>
);
}