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.
2.1 KiB
2.1 KiB
Ten31Portal
Internal system of record for Ten31 entities, holdings, positions, and quarterly valuation sign-off.
Accounts and access
Two kinds of accounts:
- Internal staff (
approver,cfo,fund_admin,viewer) — the full back-office app (entities, holdings, valuations, import, audit).approverandcfoalso get the admin screens below. - External accounts (
investor,fund_administrator) — a separate, entity-scoped portal. An external account only sees the entities granted to it.- Investor — sees, per fund, their latest capital-account value and history, plus documents shared to the fund or addressed privately to them (e.g. their K-1).
- Fund administrator — sees assigned entities and can upload documents for them (shared or addressed to a specific investor).
Admin screens (Users / Documents / Capital Accounts, visible to approver and cfo)
let you create an account with a username and password, check off which entities it can
view, upload documents, and enter each investor's capital-account figures.
Login accepts a username or an email. The first admin is created from the CLI:
ten31portal-cli create-user --name "You" --username admin --role cfo --password '...'
# --email is optional; external accounts are normally created from the Users screen.
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