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Ten31-Portal/deploy/startos
Jonathan KirkwoodandClaude Opus 4.8 a639ba14cf 0.2.33: exited positions (secondary-sale edge case)
A member who sold/transferred their stake showed a phantom -100% loss
($0 ending balance, no distribution through the fund). Now:
- entity_access.exited_on (migration e1f2a3b4c5d6), set/cleared from the
  Partners tab (writer-only, inline date picker, audited)
- LP portal card shows a quiet "Exited <date>" badge, keeps documents,
  hides balance/gain
- portfolio summary excludes exited positions ("Excludes N exited")
- fund committed totals (rollup + Partners tab) skip exited members so
  seller + buyer are not double-counted

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-03 08:54:19 -05:00
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2026-06-07 19:23:26 +00:00
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