Jonathan Kirkwood
e7501a14b0
Ten31 LLC (and any GP/mgmt entity) can be linked to its investor account, so its Assets tab shows its real capital-account balance in each fund, pulled live from the eNAV capital accounts instead of manual entry. - entities.linked_user_id (migration c9d0e1f2a3b4) + EntityCreate/Update/ Response fields; validated to be an investor account. - Edit-entity form gains a "Linked investor account" picker for GP/mgmt. - Assets tab now auto-lists the linked account's balance per fund (the earlier manual-stakes API remains but is no longer used by the UI). Verified: 13/13 backend tests pass; alembic head c9d0e1f2a3b4; frontend tsc + vite build clean.
32 lines
1.2 KiB
Python
32 lines
1.2 KiB
Python
"""Linking a GP entity to its investor account (so Assets can pull real balances)."""
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from tests.conftest import make_user
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from ten31portal.models import Entity, EntityType, UserRole
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def test_link_entity_to_investor(auth_client, session):
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inv = make_user(session, username="ten31llc", role=UserRole.investor, name="Ten31 LLC")
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gp = Entity(name="Ten31 LLC", type=EntityType.gp)
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session.add(gp)
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session.commit()
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session.refresh(gp)
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linked = auth_client.patch(f"/api/entities/{gp.id}", json={"linked_user_id": inv.id})
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assert linked.status_code == 200, linked.text
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assert linked.json()["linked_user_id"] == inv.id
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# Unlink.
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unlinked = auth_client.patch(f"/api/entities/{gp.id}", json={"linked_user_id": None})
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assert unlinked.status_code == 200
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assert unlinked.json()["linked_user_id"] is None
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def test_link_rejects_non_investor(auth_client, session):
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staff = make_user(session, username="ops2", role=UserRole.operations)
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gp = Entity(name="Mgmt Co", type=EntityType.mgmt_co)
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session.add(gp)
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session.commit()
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session.refresh(gp)
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resp = auth_client.patch(f"/api/entities/{gp.id}", json={"linked_user_id": staff.id})
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assert resp.status_code == 400
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