Jonathan Kirkwood
f0f8fd15c6
Snapshot commit bringing the uncommitted phase-2 work into version control
together with four new features and the 0.2.22 version bump.
New features:
- Investor capital-over-time chart (value, paid-in, distributions per
quarter), rendered from existing capital-account history.
- Admin Investor View: read-only reconstruction of an investor's portal
(GET /api/users/{id}/investor-view), reusing the investor portal UI.
- Document upload scoped to the selected fund's own investors, with an
explicit upload-target confirmation to prevent mis-attaching.
- GP/mgmt entities gain an Assets tab listing their stakes in the funds
they manage (new entity_stakes table + /api/entities/{id}/stakes).
- Edit-entity form (change type/status/etc.), so GP entities can be
categorized correctly.
Verified: 11/11 backend tests pass; alembic upgrades to head b8c9d0e1f2a3;
frontend tsc + vite build clean; s9pk packs at 0.2.22:0 (x86_64).
Also: ignore .DS_Store and *.s9pk artifacts.
34 lines
980 B
Python
34 lines
980 B
Python
"""add users.primary_account_id (linked investor logins)
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Revision ID: e5f6a7b8c9d0
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Revises: d4e5f6a7b8c9
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Create Date: 2026-06-28 17:10:00.000000
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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revision: str = 'e5f6a7b8c9d0'
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down_revision: Union[str, None] = 'd4e5f6a7b8c9'
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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with op.batch_alter_table('users', schema=None) as batch_op:
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batch_op.add_column(
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sa.Column('primary_account_id', sa.Integer(), nullable=True)
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)
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batch_op.create_foreign_key(
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'fk_users_primary_account_id', 'users', ['primary_account_id'], ['id']
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)
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def downgrade() -> None:
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with op.batch_alter_table('users', schema=None) as batch_op:
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batch_op.drop_constraint('fk_users_primary_account_id', type_='foreignkey')
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batch_op.drop_column('primary_account_id')
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