Ten31-Portal/AGENTS.md

Ten31Portal

Ten31's internal system of record for entities, holdings, positions, valuations, investor capital accounts, and documents. The backend is FastAPI, SQLModel, and SQLite. The frontend is React and Vite. deploy/ packages the application for StartOS.

Structure and checks

• backend/ten31portal/: API, models, importers, storage, authentication, and CLI.
• backend/tests/: pytest coverage for permissions, imports, NAV, and rollups.
• frontend/src/: internal and investor-facing interfaces.
• deploy/: StartOS package, migrations, and service image build.
• Backend tests: cd backend && python -m pytest.
• Frontend checks: cd frontend && npm run lint && npm run build.
• StartOS type check: cd deploy && npm run check.

Durable gotchas

• This repo handles confidential fund and investor information. Real databases, uploaded documents, credentials, and source spreadsheets never enter git.
• Financial data changes on the live service use application code and migrations, followed by a sideload. Never edit the live SQLite database over SSH.
• Bump the StartOS version or revision before every package build. Keep the current version module and deploy/package.json aligned.
• frontend/src/version.ts is a separate visible build marker. If it lags the package version, the interface can display an old version even when the newer package is installed.
• ROADMAP.md contains an old current-state section. This file's ## Current state is the current snapshot; the roadmap should be pruned before using it as an active work queue.

Current state

• Work is on investor-access; its existing application history through 34842cd is on private Gitea, verified with ls-remote on 2026-09-04.
• The StartOS version is 0.2.48:0 and matches the version recorded live in ../FLEET.md on 2026-09-02.
• Recent work imports credit-fund loans into NAV and supports queued re-imports for already-signed rounds.
• frontend/src/version.ts still reports 0.2.46 while the package is 0.2.48.
• Next: reconcile the visible frontend version marker and stale roadmap status.