Jonathan KirkwoodandClaude Opus 4.8
a639ba14cf
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>
14 lines
626 B
TypeScript
14 lines
626 B
TypeScript
import { VersionInfo } from '@start9labs/start-sdk'
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export const v_0_2_33 = VersionInfo.of({
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version: '0.2.33:0',
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releaseNotes: {
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en_US:
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"Exited positions: a member who sold or transferred their stake (secondary sale) can be marked 'Exited' on the fund's Partners tab. Their portal card shows a quiet Exited badge instead of a phantom -100% loss, documents stay available, and the position drops out of the investor's portfolio totals and the fund's committed totals (avoiding seller+buyer double-counting).",
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},
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migrations: {
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up: async ({ effects }) => {},
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down: async ({ effects }) => {},
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},
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})
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