Jonathan Kirkwood
8247c28243
From the ROADMAP adjudication (12 of 13 DO items; D2 is a commit action). Backend: - B3: pytest suite (auth, entity CRUD, rollup) + dev deps + pytest config - B4: cap document uploads at TEN31_MAX_UPLOAD_SIZE (default 50MB), stream- checked with partial-file cleanup, 413 on overflow - B7: type AuditLog.detail as dict|list|str|None to match the JSON column - B10: index foreign-key columns (migration a7b8c9d0e1f2 + index=True) - B11: cli delete-user logs file-removal errors instead of swallowing them Frontend: - F2: distinguish "server unreachable" from "logged out"; retry prompt - F4: confirm before destructive holdings-replace on import; step progress - F6: expandable audit-log detail with full JSON - F7: empty-state on the Investments page - F8: shared role helpers (WRITER_ROLES/canEditRound/isApprover), used by EntitiesList, AuditLog, Import, ValuationWorkflow Deploy: - D5: run tsc --noEmit before packaging (build script) - D6: TEN31_LOG_LEVEL env var (defaults to info) Verified: 8/8 backend tests pass; alembic upgrades to head with 13 FK indexes; upload limit rejects oversized + cleans up; frontend tsc + vite build clean; dev server serves and proxies to the API.
49 lines
1.5 KiB
Python
49 lines
1.5 KiB
Python
"""The entity rollup aggregates invested cost and the latest signed valuation correctly."""
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from datetime import date
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from ten31portal.models import (
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Entity, EntityType, Holding, Position, RoundStatus, Valuation, ValuationRound,
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)
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def test_rollup_sums_cost_and_latest_signed_value(auth_client, session):
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entity = Entity(name="Rollup Fund", type=EntityType.fund)
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session.add(entity)
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session.commit()
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session.refresh(entity)
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holding = Holding(entity_id=entity.id, company_name="Acme")
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session.add(holding)
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session.commit()
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session.refresh(holding)
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position = Position(
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holding_id=holding.id,
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security_name="Acme Series A",
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investment_date=date(2025, 1, 15),
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cost_cents=100_000,
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)
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session.add(position)
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session.commit()
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session.refresh(position)
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rnd = ValuationRound(
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entity_id=entity.id,
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quarter_end=date(2026, 3, 31),
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status=RoundStatus.approved,
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)
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session.add(rnd)
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session.commit()
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session.refresh(rnd)
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session.add(Valuation(round_id=rnd.id, position_id=position.id, value_cents=150_000))
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session.commit()
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resp = auth_client.get("/api/entities/rollup")
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assert resp.status_code == 200, resp.text
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row = next(r for r in resp.json() if r["id"] == entity.id)
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assert row["invested_cents"] == 100_000
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assert row["last_signed_value_cents"] == 150_000
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assert row["committed_cents"] == 0 # no capital-account statements added
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