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.
42 lines
1.6 KiB
Python
42 lines
1.6 KiB
Python
"""add entity_stakes (a holder entity's stake in the funds it manages)
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Revision ID: b8c9d0e1f2a3
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Revises: a7b8c9d0e1f2
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Create Date: 2026-07-01 10:15:00.000000
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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revision: str = 'b8c9d0e1f2a3'
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down_revision: Union[str, None] = 'a7b8c9d0e1f2'
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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op.create_table(
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'entity_stakes',
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sa.Column('id', sa.Integer(), primary_key=True, nullable=False),
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sa.Column('holder_entity_id', sa.Integer(), nullable=False),
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sa.Column('fund_entity_id', sa.Integer(), nullable=False),
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sa.Column('ownership_pct', sa.Float(), nullable=True),
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sa.Column('value_cents', sa.Integer(), nullable=True),
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sa.Column('note', sa.String(), nullable=True),
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sa.Column('created_at', sa.DateTime(), nullable=False),
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sa.ForeignKeyConstraint(['holder_entity_id'], ['entities.id']),
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sa.ForeignKeyConstraint(['fund_entity_id'], ['entities.id']),
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sa.UniqueConstraint('holder_entity_id', 'fund_entity_id', name='uq_stake_holder_fund'),
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)
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op.create_index('ix_entity_stakes_holder_entity_id', 'entity_stakes', ['holder_entity_id'])
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op.create_index('ix_entity_stakes_fund_entity_id', 'entity_stakes', ['fund_entity_id'])
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def downgrade() -> None:
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op.drop_index('ix_entity_stakes_fund_entity_id', table_name='entity_stakes')
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op.drop_index('ix_entity_stakes_holder_entity_id', table_name='entity_stakes')
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op.drop_table('entity_stakes')
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