Skip to content

v1.5 — Investor Portal & Admin Dashboard

Latest

Choose a tag to compare

@astarte75 astarte75 released this 15 Mar 22:54

What's New

Investor Portal (Phase 7)

  • Authenticated investor area with Supabase Auth
  • Fund positions dashboard with committed capital, NAV, TVPI
  • Fund drill-down: capital calls, NAV chart, portfolio holdings, documents
  • Route group architecture with dedicated PortalHeader
  • RLS policies for data isolation per investor

Data Import (Phase 8)

  • Import script for real fund data from Excel reports (Amarone + AFEX)
  • 2 funds, 40+ investors, 200+ capital calls, NAV history imported
  • Idempotent re-runnable import with dry-run mode

Admin Dashboard (Phase 8)

  • Summary cards: funds, investors, positions, committed capital, NAV
  • Per-fund breakdown with investor list and totals
  • Operations page with filters (fund, investor, type, date range)
  • Investor impersonation: view any investor's dashboard and fund details
  • Expandable consistency checks showing affected records
  • Admin access controlled via is_admin flag + middleware

Previous (v1.0)

  • Full corporate site (12 pages, IT/EN)
  • Contentful CMS integration
  • GSAP + Lenis scroll animations
  • Video hero, scroll narrative, parallax effects
  • Cookie consent (GDPR Italy)

Stack: Next.js 15 · Contentful · styled-components · GSAP · Lenis · Supabase · Vercel