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.
84 lines
3.1 KiB
Python
84 lines
3.1 KiB
Python
"""Holding CRUD endpoints."""
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from fastapi import APIRouter, Depends, HTTPException
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from sqlmodel import Session, select
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from ten31portal.audit import record_audit
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from ten31portal.auth import require_internal, require_writer
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from ten31portal.database import get_session
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from ten31portal.models import Entity, Holding, Position, User
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from ten31portal.schemas import HoldingCreate, HoldingResponse, HoldingUpdate
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router = APIRouter(tags=["holdings"])
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@router.get("/api/entities/{entity_id}/holdings")
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def list_holdings(
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entity_id: int,
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user: User = Depends(require_internal),
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session: Session = Depends(get_session),
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) -> list[HoldingResponse]:
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entity = session.get(Entity, entity_id)
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if entity is None:
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raise HTTPException(status_code=404, detail="Entity not found")
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rows = session.exec(select(Holding).where(Holding.entity_id == entity_id)).all()
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return [HoldingResponse.model_validate(r, from_attributes=True) for r in rows]
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@router.post("/api/entities/{entity_id}/holdings", status_code=201)
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def create_holding(
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entity_id: int,
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body: HoldingCreate,
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user: User = Depends(require_writer),
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session: Session = Depends(get_session),
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) -> HoldingResponse:
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entity = session.get(Entity, entity_id)
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if entity is None:
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raise HTTPException(status_code=404, detail="Entity not found")
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holding = Holding(entity_id=entity_id, company_name=body.company_name)
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session.add(holding)
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session.flush()
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record_audit(session, user.id, "create", "holding", holding.id, {"entity_id": entity_id, **body.model_dump()})
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session.commit()
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session.refresh(holding)
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return HoldingResponse.model_validate(holding, from_attributes=True)
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@router.patch("/api/holdings/{holding_id}")
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def update_holding(
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holding_id: int,
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body: HoldingUpdate,
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user: User = Depends(require_writer),
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session: Session = Depends(get_session),
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) -> HoldingResponse:
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holding = session.get(Holding, holding_id)
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if holding is None:
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raise HTTPException(status_code=404, detail="Holding not found")
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changes = body.model_dump(exclude_unset=True)
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for key, val in changes.items():
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setattr(holding, key, val)
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session.add(holding)
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session.flush()
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record_audit(session, user.id, "update", "holding", holding.id, changes)
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session.commit()
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session.refresh(holding)
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return HoldingResponse.model_validate(holding, from_attributes=True)
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@router.delete("/api/holdings/{holding_id}")
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def delete_holding(
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holding_id: int,
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user: User = Depends(require_writer),
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session: Session = Depends(get_session),
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) -> dict[str, str]:
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holding = session.get(Holding, holding_id)
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if holding is None:
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raise HTTPException(status_code=404, detail="Holding not found")
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positions = session.exec(select(Position).where(Position.holding_id == holding_id)).all()
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if positions:
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raise HTTPException(status_code=409, detail="Cannot delete holding with existing positions. Remove positions first.")
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record_audit(session, user.id, "delete", "holding", holding.id, {"company_name": holding.company_name})
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session.delete(holding)
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session.commit()
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return {"status": "deleted"}
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