Johnny 5 48fef14bc9 Issue 10: confirm schedule importer against real Carta XLSX
- Parse Carta XLSX natively (openpyxl) instead of CSV-only
- Column map confirmed against Fund I export: Investment/Asset/
  Investment date/Shares/Cost/Value/Last Valuation date
- Handle grouped layout: company subtotal rows + indented position rows
- SAFEs: shares=0 in source → null in DB (not additive)
- Money already in dollars in XLSX cells, convert to cents directly
- Dates parsed from Excel datetime objects
- CSV fallback preserved for other formats
- Re-import guard catches both seed and non-seed existing rounds
- Tested: 14 holdings, 17 positions, total value $8,527,204.58 matches
2026-06-07 19:30:12 +00:00
2026-06-07 19:23:26 +00:00
2026-06-07 19:23:26 +00:00
2026-06-07 19:23:26 +00:00

Ten31Portal

Internal system of record for Ten31 entities, holdings, positions, and quarterly valuation sign-off.

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
S
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mirror of gitea.ten31.ai Ten31AI/Ten31-Portal
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