gcrsaldanha

Greycroft - Affected Corporations Report

Date: 2026-01-22 Firm: Greycroft (carta_id: 68)

Issue

InvestorRelationsContacts (IRCs) are missing from the contacts list due to a bug in the link_corporations_to_issuers endpoint. When this endpoint runs, it creates new EntityLinks instead of reusing existing ones, orphaning any IRCs that were pointing to the old EntityLinks.

Script to Generate Affected Corporations

gcrsaldanha

EntityLink Model Relationships

Overview

EntityLink is a unification hub that maintains relationships between different representations of the same real-world entity. A single fund or company may exist as multiple records across different systems (Fund, Issuer, Vendor, Lender), and EntityLink ties them together.

Location: fund_admin/entity_link/models/entity_link.py

---

gcrsaldanha

2026-01-22 - LLC & Multi-Currency Support for RFI Data Collection

Summary

LLC Support: Mostly done. Entity types exist in data model. Only UI text needs updates.

Multi-Currency: Major effort. Currently hardcoded to USD throughout.

---

gcrsaldanha

2026-01-21 - Support ENTITY_TYPE_FA_ISSUER in RFI System

Summary

Enable Fund Admin (FA) issuers (ENTITY_TYPE_FA_ISSUER) to participate in the RFI system alongside corporations and LLCs.

Feature Flag: IRAD_XXXX_RFI_FOR_FA_ISSUER

---

gcrsaldanha

Speckit Demo: Edit Company Recipients

PR: carta/carta-frontend-platform#18584

---

TL;DR: From Prompt to PR

# 1. Initial prompt

gcrsaldanha

Fast Iterative Testing with Docker + pytest-testmon + Parallel Execution

Performance Gains

• Without optimization: Container restart + Django load = 20-30s overhead per test run
• With this setup:
  • First run: ~0.3s (runs tests)
  • Subsequent runs (no changes): ~0.01s (30x faster!)
  • Parallel execution: 2-4x faster on multi-core systems
  • Container + Django stay loaded between runs

gcrsaldanha

Audit Confirmation Questions and Responses Architecture

Last Updated: 2025-11-18 Purpose: Document the audit confirmation workflow, question types, and cross-service integration for future modifications

Document Updates

• ✅ Clarified distinction between base confirmation fields (structured form responses) vs audit questions (document uploads)
• ✅ Added Mermaid sequence diagram showing complete cross-service event flow
• ✅ Added dependencies diagram showing what models/events/services need updates
• ✅ Updated step-by-step guide for adding optional structured fields (text, dates, decimals)

gcrsaldanha

Mock Safety with Autospec in Python Tests

Always use autospec=True or create_autospec() when mocking services, classes, or objects.

Quick Reference

# ❌ BAD: Mock allows non-existent methods
mock_service = Mock()
mock_service.get_user_data.return_value = {...} # Typo - no error!

gcrsaldanha

Request For Information (RFI) Flow Diagram

flowchart TD
    %% Actors
    Firm[Investment Firm]
    PoC[Point of Contact at PortCo]
    PortCo[Portfolio Company]
    Analyst[PI-HQ Analyst - Carta Staff]

gcrsaldanha

Test Driven Development com Python e Django

É um negócio perigoso, Frodo, sair pela porta de casa. Você coloca um pé na estrada, e se você não se manter firme, não tem como saber para onde será levado.

Disclaimer

Esse roteiro é baseado no livro Test-Driven Development with Python de Harry Percival.

Objetivo