feat(k1-import): Phase 7 US5 - import history, reprocess, audit trail, KDocument detail with aggregation summary

apps/api/src/app/cell-mapping/cell-mapping.controller.ts

@@ -112,4 +112,21 @@ export class CellMappingController {
       data.rules
     );
   }
+
+  /**
+   * GET /api/v1/cell-mapping/aggregation-rules/compute
+   * Compute aggregation values for a specific KDocument (FR-036).
+   */
+  @HasPermission(permissions.readKDocument)
+  @Get('aggregation-rules/compute')
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  public async computeAggregations(
+    @Query('kDocumentId') kDocumentId: string,
+    @Query('partnershipId') partnershipId?: string
+  ) {
+    return this.cellMappingService.computeAggregations(
+      kDocumentId,
+      partnershipId
+    );
+  }
 }

apps/api/src/app/cell-mapping/cell-mapping.service.ts

@@ -265,4 +265,47 @@ export class CellMappingService implements OnModuleInit {
 
     return this.getAggregationRules(partnershipId);
   }
+
+  /**
+   * Compute aggregation values for a specific KDocument (FR-036).
+   */
+  public async computeAggregations(
+    kDocumentId: string,
+    partnershipId?: string
+  ) {
+    const kDocument = await this.prismaService.kDocument.findUnique({
+      where: { id: kDocumentId }
+    });
+
+    if (!kDocument) {
+      throw new HttpException('KDocument not found', StatusCodes.NOT_FOUND);
+    }
+
+    const pId = partnershipId || kDocument.partnershipId;
+    const rules = await this.getAggregationRules(pId);
+    const data = kDocument.data as Record<string, any>;
+
+    return rules.map((rule: any) => {
+      const sourceCells = (rule.sourceCells || []) as string[];
+      const breakdown = sourceCells.map((boxNumber: string) => ({
+        boxNumber,
+        value: typeof data[boxNumber] === 'number' ? data[boxNumber] : 0
+      }));
+
+      let value = 0;
+      if (rule.operation === 'SUM') {
+        value = breakdown.reduce(
+          (sum: number, item: any) => sum + item.value,
+          0
+        );
+      }
+
+      return {
+        name: rule.name,
+        operation: rule.operation,
+        value,
+        breakdown
+      };
+    });
+  }
 }

apps/api/src/app/k1-import/k1-import.controller.ts

@@ -12,6 +12,7 @@ import {
   Param,
   Post,
   Put,
+  Query,
   UploadedFile,
   UseGuards,
   UseInterceptors
@@ -53,6 +54,24 @@ export class K1ImportController {
     });
   }
 
+  /**
+   * GET /api/v1/k1-import/history
+   * Get import history for a partnership.
+   */
+  @HasPermission(permissions.readKDocument)
+  @Get('history')
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  public async getImportHistory(
+    @Query('partnershipId') partnershipId: string,
+    @Query('taxYear') taxYear?: string
+  ) {
+    return this.k1ImportService.getHistory(
+      this.request.user.id,
+      partnershipId,
+      taxYear ? parseInt(taxYear, 10) : undefined
+    );
+  }
+
   /**
    * GET /api/v1/k1-import/:id
    * Get the current state of an import session.
@@ -90,6 +109,18 @@ export class K1ImportController {
     return this.k1ImportService.cancel(id, this.request.user.id);
   }
 
+  /**
+   * POST /api/v1/k1-import/:id/reprocess
+   * Re-process a previously uploaded K-1 PDF with current cell mapping.
+   */
+  @HasPermission(permissions.updateKDocument)
+  @Post(':id/reprocess')
+  @HttpCode(StatusCodes.OK)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  public async reprocessImportSession(@Param('id') id: string) {
+    return this.k1ImportService.reprocess(id, this.request.user.id);
+  }
+
   /**
    * POST /api/v1/k1-import/:id/confirm
    * Confirm verified data and trigger auto-creation of model objects.

apps/api/src/app/k1-import/k1-import.service.ts

@@ -389,6 +389,124 @@ export class K1ImportService {
     return updated;
   }
 
+  /**
+   * Get import history for a partnership, optionally filtered by tax year.
+   * FR-022: History of all K-1 import attempts per partnership.
+   */
+  public async getHistory(
+    userId: string,
+    partnershipId: string,
+    taxYear?: number
+  ) {
+    const where: any = { userId, partnershipId };
+    if (taxYear) {
+      where.taxYear = taxYear;
+    }
+
+    const sessions = await this.prismaService.k1ImportSession.findMany({
+      where,
+      orderBy: { createdAt: 'desc' },
+      select: {
+        id: true,
+        partnershipId: true,
+        status: true,
+        taxYear: true,
+        fileName: true,
+        extractionMethod: true,
+        kDocumentId: true,
+        createdAt: true
+      }
+    });
+
+    return sessions;
+  }
+
+  /**
+   * Re-process a previously uploaded K-1 PDF with the current cell mapping.
+   * FR-023: Creates a new import session using the stored document from the original session.
+   */
+  public async reprocess(sessionId: string, userId: string) {
+    const originalSession = await this.getSession(sessionId, userId);
+
+    if (!originalSession.documentId) {
+      throw new HttpException(
+        'Original session has no stored document to re-process',
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    // Read the stored file from uploads directory
+    const document = await this.prismaService.document.findUnique({
+      where: { id: originalSession.documentId }
+    });
+
+    if (!document) {
+      throw new HttpException(
+        'Stored document not found',
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    // Create a new import session in PROCESSING status
+    const newSession = await this.prismaService.k1ImportSession.create({
+      data: {
+        partnershipId: originalSession.partnershipId,
+        userId,
+        status: K1ImportStatus.PROCESSING,
+        taxYear: originalSession.taxYear,
+        fileName: originalSession.fileName,
+        fileSize: originalSession.fileSize,
+        extractionMethod: 'pending',
+        documentId: originalSession.documentId
+      }
+    });
+
+    // Read file from disk and run extraction asynchronously
+    const fs = await import('fs/promises');
+    const filePath = (document as any).url || (document as any).filePath;
+
+    if (!filePath) {
+      throw new HttpException(
+        'Cannot determine file path for stored document',
+        StatusCodes.INTERNAL_SERVER_ERROR
+      );
+    }
+
+    const fileBuffer = await fs.readFile(filePath);
+    const file = {
+      buffer: fileBuffer,
+      originalname: originalSession.fileName,
+      mimetype: 'application/pdf',
+      size: originalSession.fileSize
+    };
+
+    this.runExtraction(
+      newSession.id,
+      file,
+      originalSession.partnershipId
+    ).catch((err) => {
+      this.logger.error(
+        `Reprocess extraction failed for session ${newSession.id}: ${err.message}`,
+        err.stack
+      );
+    });
+
+    this.logger.log(
+      `Session ${sessionId}: Re-processing started as new session ${newSession.id}`
+    );
+
+    return {
+      id: newSession.id,
+      partnershipId: newSession.partnershipId,
+      status: newSession.status,
+      taxYear: newSession.taxYear,
+      fileName: newSession.fileName,
+      fileSize: newSession.fileSize,
+      extractionMethod: newSession.extractionMethod,
+      createdAt: newSession.createdAt
+    };
+  }
+
   /**
    * Confirm verified data and auto-create model objects.
    * VERIFIED → CONFIRMED transition.
@@ -470,11 +588,17 @@ export class K1ImportService {
     // FR-012: Create or update KDocument
     let kDocument;
     if (existingKDocument && data.existingKDocumentAction === 'UPDATE') {
+      // FR-025: Preserve previous values for audit trail
+      const previousData = existingKDocument.data;
+      const previousFilingStatus = existingKDocument.filingStatus;
+
       kDocument = await this.prismaService.kDocument.update({
         where: { id: existingKDocument.id },
         data: {
           filingStatus: data.filingStatus,
           data: kDocumentData as any,
+          previousData: previousData as any,
+          previousFilingStatus,
           documentFileId: session.documentId
         }
       });

apps/client/src/app/pages/k-documents/k-document-detail/k-document-detail.component.ts

@@ -0,0 +1,119 @@
+import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
+import { K1ImportDataService } from '@ghostfolio/client/services/k1-import-data.service';
+import { K1AggregationResult } from '@ghostfolio/common/interfaces/k1-import.interface';
+
+import { CommonModule } from '@angular/common';
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  DestroyRef,
+  OnInit
+} from '@angular/core';
+import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { MatChipsModule } from '@angular/material/chips';
+import { MatIconModule } from '@angular/material/icon';
+import { MatTableModule } from '@angular/material/table';
+import { ActivatedRoute, Router, RouterModule } from '@angular/router';
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  host: { class: 'page' },
+  imports: [
+    CommonModule,
+    MatButtonModule,
+    MatCardModule,
+    MatChipsModule,
+    MatIconModule,
+    MatTableModule,
+    RouterModule
+  ],
+  selector: 'gf-k-document-detail',
+  styleUrls: ['./k-document-detail.scss'],
+  templateUrl: './k-document-detail.html'
+})
+export class KDocumentDetailComponent implements OnInit {
+  public aggregations: K1AggregationResult[] = [];
+  public boxColumns = ['boxNumber', 'value'];
+  public boxData: Array<{ boxNumber: string; value: number | null }> = [];
+  public error: string | null = null;
+  public kDocument: any = null;
+  public kDocumentId: string;
+
+  public constructor(
+    private readonly activatedRoute: ActivatedRoute,
+    private readonly changeDetectorRef: ChangeDetectorRef,
+    private readonly destroyRef: DestroyRef,
+    private readonly familyOfficeDataService: FamilyOfficeDataService,
+    private readonly k1ImportDataService: K1ImportDataService,
+    private readonly router: Router
+  ) {}
+
+  public ngOnInit(): void {
+    this.kDocumentId = this.activatedRoute.snapshot.paramMap.get('id') || '';
+
+    if (this.kDocumentId) {
+      this.loadKDocument();
+      this.loadAggregations();
+    }
+  }
+
+  public goBack(): void {
+    this.router.navigate(['/k-documents']);
+  }
+
+  private loadKDocument(): void {
+    this.familyOfficeDataService
+      .fetchKDocuments()
+      .pipe(takeUntilDestroyed(this.destroyRef))
+      .subscribe({
+        next: (docs) => {
+          this.kDocument = docs.find((d) => d.id === this.kDocumentId) || null;
+
+          if (this.kDocument?.data) {
+            const data = this.kDocument.data as Record<string, any>;
+            this.boxData = Object.entries(data)
+              .map(([boxNumber, value]) => ({
+                boxNumber,
+                value: typeof value === 'number' ? value : null
+              }))
+              .sort((a, b) => this.compareBoxNumbers(a.boxNumber, b.boxNumber));
+          }
+
+          this.changeDetectorRef.markForCheck();
+        },
+        error: () => {
+          this.error = 'Failed to load K-Document.';
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  private loadAggregations(): void {
+    this.k1ImportDataService
+      .computeAggregations({ kDocumentId: this.kDocumentId })
+      .pipe(takeUntilDestroyed(this.destroyRef))
+      .subscribe({
+        next: (aggregations) => {
+          this.aggregations = aggregations;
+          this.changeDetectorRef.markForCheck();
+        },
+        error: () => {
+          // Aggregations may not be configured yet
+          this.aggregations = [];
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  private compareBoxNumbers(a: string, b: string): number {
+    const numA = parseInt(a.replace(/[^0-9]/g, ''), 10) || 0;
+    const numB = parseInt(b.replace(/[^0-9]/g, ''), 10) || 0;
+    if (numA !== numB) {
+      return numA - numB;
+    }
+    return a.localeCompare(b);
+  }
+}

apps/client/src/app/pages/k-documents/k-document-detail/k-document-detail.html

@@ -0,0 +1,102 @@
+<div class="container">
+  <div class="d-flex align-items-center mb-3">
+    <button mat-icon-button (click)="goBack()">
+      <mat-icon>arrow_back</mat-icon>
+    </button>
+    <h1 class="h3 mb-0 ms-2">K-Document Detail</h1>
+  </div>
+
+  @if (error) {
+    <div class="alert alert-danger">{{ error }}</div>
+  }
+
+  @if (kDocument) {
+    <!-- Summary Card -->
+    <mat-card class="mb-4">
+      <mat-card-header>
+        <mat-card-title>{{ kDocument.partnershipName || kDocument.partnershipId }}</mat-card-title>
+        <mat-card-subtitle>
+          {{ kDocument.type }} — Tax Year {{ kDocument.taxYear }}
+        </mat-card-subtitle>
+      </mat-card-header>
+      <mat-card-content>
+        <div class="detail-row">
+          <span class="label">Filing Status:</span>
+          <mat-chip-set>
+            <mat-chip [class.chip-draft]="kDocument.filingStatus === 'DRAFT'"
+                      [class.chip-estimated]="kDocument.filingStatus === 'ESTIMATED'"
+                      [class.chip-final]="kDocument.filingStatus === 'FINAL'">
+              {{ kDocument.filingStatus }}
+            </mat-chip>
+          </mat-chip-set>
+        </div>
+        <div class="detail-row">
+          <span class="label">Created:</span>
+          <span>{{ kDocument.createdAt | date:'medium' }}</span>
+        </div>
+        <div class="detail-row">
+          <span class="label">Updated:</span>
+          <span>{{ kDocument.updatedAt | date:'medium' }}</span>
+        </div>
+      </mat-card-content>
+    </mat-card>
+
+    <!-- Aggregation Summary (FR-036) -->
+    @if (aggregations.length > 0) {
+      <h2 class="h5 mb-3">Aggregation Summary</h2>
+      <div class="aggregation-cards mb-4">
+        @for (agg of aggregations; track agg.name) {
+          <mat-card class="aggregation-card">
+            <mat-card-header>
+              <mat-card-title>{{ agg.name }}</mat-card-title>
+            </mat-card-header>
+            <mat-card-content>
+              <div class="aggregation-value">
+                {{ agg.value | currency:'USD':'symbol':'1.2-2' }}
+              </div>
+              @if (agg.breakdown && agg.breakdown.length > 0) {
+                <div class="breakdown">
+                  @for (item of agg.breakdown; track item.boxNumber) {
+                    <div class="breakdown-row">
+                      <span class="box-label">Box {{ item.boxNumber }}:</span>
+                      <span class="box-value">{{ item.value | currency:'USD':'symbol':'1.2-2' }}</span>
+                    </div>
+                  }
+                </div>
+              }
+            </mat-card-content>
+          </mat-card>
+        }
+      </div>
+    }
+
+    <!-- Raw Box Values -->
+    <h2 class="h5 mb-3">Box Values</h2>
+    @if (boxData.length > 0) {
+      <table mat-table [dataSource]="boxData" class="w-100 box-table">
+        <ng-container matColumnDef="boxNumber">
+          <th mat-header-cell *matHeaderCellDef>Box #</th>
+          <td mat-cell *matCellDef="let row">{{ row.boxNumber }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="value">
+          <th mat-header-cell *matHeaderCellDef>Value</th>
+          <td mat-cell *matCellDef="let row">
+            @if (row.value !== null) {
+              {{ row.value | currency:'USD':'symbol':'1.2-2' }}
+            } @else {
+              <span class="text-muted">—</span>
+            }
+          </td>
+        </ng-container>
+
+        <tr mat-header-row *matHeaderRowDef="boxColumns"></tr>
+        <tr mat-row *matRowDef="let row; columns: boxColumns;"></tr>
+      </table>
+    } @else {
+      <p class="text-muted">No box values available.</p>
+    }
+  } @else if (!error) {
+    <p>Loading...</p>
+  }
+</div>

apps/client/src/app/pages/k-documents/k-document-detail/k-document-detail.scss

@@ -0,0 +1,79 @@
+:host {
+  display: block;
+}
+
+.container {
+  max-width: 960px;
+  margin: 0 auto;
+  padding: 1.5rem;
+}
+
+.detail-row {
+  display: flex;
+  align-items: center;
+  gap: 0.75rem;
+  margin-bottom: 0.5rem;
+
+  .label {
+    font-weight: 500;
+    min-width: 120px;
+    color: rgba(0, 0, 0, 0.6);
+  }
+}
+
+// Filing status chips
+
+.chip-draft {
+  --mdc-chip-elevated-container-color: #e0e0e0;
+}
+
+.chip-estimated {
+  --mdc-chip-elevated-container-color: #fff3e0;
+}
+
+.chip-final {
+  --mdc-chip-elevated-container-color: #e8f5e9;
+}
+
+// Aggregation cards
+
+.aggregation-cards {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(280px, 1fr));
+  gap: 1rem;
+}
+
+.aggregation-card {
+  .aggregation-value {
+    font-size: 1.5rem;
+    font-weight: 600;
+    margin-bottom: 0.5rem;
+  }
+
+  .breakdown {
+    border-top: 1px solid rgba(0, 0, 0, 0.08);
+    padding-top: 0.5rem;
+    font-size: 0.875rem;
+  }
+
+  .breakdown-row {
+    display: flex;
+    justify-content: space-between;
+    padding: 2px 0;
+  }
+
+  .box-label {
+    color: rgba(0, 0, 0, 0.6);
+    font-family: monospace;
+  }
+
+  .box-value {
+    font-weight: 500;
+  }
+}
+
+// Box table
+
+.box-table {
+  max-width: 500px;
+}

apps/client/src/app/pages/k-documents/k-documents-page.routes.ts

@@ -10,5 +10,14 @@ export const routes: Routes = [
     component: KDocumentsPageComponent,
     path: '',
     title: 'K-1 / K-3 Documents'
+  },
+  {
+    canActivate: [AuthGuard],
+    loadComponent: () =>
+      import('./k-document-detail/k-document-detail.component').then(
+        (c) => c.KDocumentDetailComponent
+      ),
+    path: ':id',
+    title: 'K-Document Detail'
   }
 ];

apps/client/src/app/pages/k1-import/k1-import-page.component.ts

@@ -16,7 +16,9 @@ import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatIconModule } from '@angular/material/icon';
 import { MatProgressBarModule } from '@angular/material/progress-bar';
 import { MatSelectModule } from '@angular/material/select';
-import { Router } from '@angular/router';
+import { MatTableModule } from '@angular/material/table';
+import { MatTooltipModule } from '@angular/material/tooltip';
+import { Router, RouterModule } from '@angular/router';
 import { addIcons } from 'ionicons';
 import {
   cloudUploadOutline,
@@ -33,7 +35,10 @@ import {
     MatFormFieldModule,
     MatIconModule,
     MatProgressBarModule,
-    MatSelectModule
+    MatSelectModule,
+    MatTableModule,
+    MatTooltipModule,
+    RouterModule
   ],
   selector: 'gf-k1-import-page',
   styleUrls: ['./k1-import-page.scss'],
@@ -42,6 +47,8 @@ import {
 export class K1ImportPageComponent implements OnInit {
   public error: string | null = null;
   public extractionStatus: string | null = null;
+  public historyColumns = ['createdAt', 'fileName', 'taxYear', 'status', 'kDocument', 'actions'];
+  public importHistory: any[] = [];
   public isUploading = false;
   public partnerships: Array<{ id: string; name: string }> = [];
   public selectedFile: File | null = null;
@@ -72,6 +79,51 @@ export class K1ImportPageComponent implements OnInit {
     this.fetchPartnerships();
   }
 
+  public onPartnershipChange(): void {
+    if (this.selectedPartnershipId) {
+      this.loadImportHistory();
+    }
+  }
+
+  public loadImportHistory(): void {
+    if (!this.selectedPartnershipId) {
+      return;
+    }
+
+    this.k1ImportDataService
+      .fetchImportHistory({ partnershipId: this.selectedPartnershipId })
+      .pipe(takeUntilDestroyed(this.destroyRef))
+      .subscribe({
+        next: (history) => {
+          this.importHistory = history;
+          this.changeDetectorRef.markForCheck();
+        },
+        error: () => {
+          this.importHistory = [];
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  public reprocessSession(sessionId: string): void {
+    this.k1ImportDataService
+      .reprocessImportSession(sessionId)
+      .pipe(takeUntilDestroyed(this.destroyRef))
+      .subscribe({
+        next: (result) => {
+          this.sessionId = result.id;
+          this.extractionStatus = 'Processing...';
+          this.changeDetectorRef.markForCheck();
+          this.startPolling(result.id);
+        },
+        error: (err) => {
+          this.error =
+            err?.error?.message || err?.message || 'Re-processing failed.';
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
   public onFileSelected(event: Event): void {
     const input = event.target as HTMLInputElement;
     if (input.files && input.files.length > 0) {

apps/client/src/app/pages/k1-import/k1-import-page.html

@@ -15,7 +15,7 @@
           <div class="mb-3">
             <mat-form-field class="w-100">
               <mat-label>Partnership</mat-label>
-              <mat-select [(ngModel)]="selectedPartnershipId">
+              <mat-select [(ngModel)]="selectedPartnershipId" (selectionChange)="onPartnershipChange()">
                 @for (p of partnerships; track p.id) {
                   <mat-option [value]="p.id">{{ p.name }}</mat-option>
                 }
@@ -96,4 +96,67 @@
       }
     </div>
   </div>
+
+  <!-- Import History -->
+  @if (importHistory.length > 0) {
+    <div class="row mt-4">
+      <div class="col">
+        <h3 class="h5 mb-3">Import History</h3>
+        <table mat-table [dataSource]="importHistory" class="w-100">
+          <ng-container matColumnDef="createdAt">
+            <th mat-header-cell *matHeaderCellDef>Date</th>
+            <td mat-cell *matCellDef="let row">{{ row.createdAt | date:'short' }}</td>
+          </ng-container>
+
+          <ng-container matColumnDef="fileName">
+            <th mat-header-cell *matHeaderCellDef>File</th>
+            <td mat-cell *matCellDef="let row">{{ row.fileName }}</td>
+          </ng-container>
+
+          <ng-container matColumnDef="taxYear">
+            <th mat-header-cell *matHeaderCellDef>Tax Year</th>
+            <td mat-cell *matCellDef="let row">{{ row.taxYear }}</td>
+          </ng-container>
+
+          <ng-container matColumnDef="status">
+            <th mat-header-cell *matHeaderCellDef>Status</th>
+            <td mat-cell *matCellDef="let row">
+              <span class="badge"
+                    [class.badge-success]="row.status === 'CONFIRMED'"
+                    [class.badge-warning]="row.status === 'EXTRACTED' || row.status === 'VERIFIED'"
+                    [class.badge-danger]="row.status === 'FAILED' || row.status === 'CANCELLED'"
+                    [class.badge-info]="row.status === 'PROCESSING'">
+                {{ row.status }}
+              </span>
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="kDocument">
+            <th mat-header-cell *matHeaderCellDef>K-Document</th>
+            <td mat-cell *matCellDef="let row">
+              @if (row.kDocumentId) {
+                <a [routerLink]="['/k-documents']">View</a>
+              } @else {
+                —
+              }
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="actions">
+            <th mat-header-cell *matHeaderCellDef>Actions</th>
+            <td mat-cell *matCellDef="let row">
+              <button mat-icon-button
+                      (click)="reprocessSession(row.id)"
+                      matTooltip="Re-process with current cell mapping">
+                <mat-icon>refresh</mat-icon>
+              </button>
+            </td>
+          </ng-container>
+
+          <tr mat-header-row *matHeaderRowDef="historyColumns"></tr>
+          <tr mat-row *matRowDef="let row; columns: historyColumns;"></tr>
+        </table>
+      </div>
+    </div>
+  }
 </div>

prisma/schema.prisma

@@ -541,17 +541,19 @@ model Distribution {
 }
 
 model KDocument {
-  id             String          @id @default(uuid())
+  id                    String          @id @default(uuid())
-  partnershipId  String
+  partnershipId         String
-  partnership    Partnership     @relation(fields: [partnershipId], onDelete: Cascade, references: [id])
+  partnership           Partnership     @relation(fields: [partnershipId], onDelete: Cascade, references: [id])
-  type           KDocumentType
+  type                  KDocumentType
-  taxYear        Int
+  taxYear               Int
-  filingStatus   KDocumentStatus @default(DRAFT)
+  filingStatus          KDocumentStatus @default(DRAFT)
-  data           Json
+  data                  Json
-  documentFileId String?
+  previousData          Json?
-  documentFile   Document?       @relation(fields: [documentFileId], references: [id])
+  previousFilingStatus  KDocumentStatus?
-  createdAt      DateTime        @default(now())
+  documentFileId        String?
-  updatedAt      DateTime        @updatedAt
+  documentFile          Document?       @relation(fields: [documentFileId], references: [id])
+  createdAt             DateTime        @default(now())
+  updatedAt             DateTime        @updatedAt
 
   importSession K1ImportSession?
 

specs/004-k1-scan-import/tasks.md

@@ -142,11 +142,11 @@
 
 ### Implementation for User Story 5
 
-- [ ] T042 [US5] Implement import history query (filter by partnershipId and optional taxYear, order by createdAt desc) in apps/api/src/app/k1-import/k1-import.service.ts and GET /api/v1/k1-import/history endpoint in k1-import.controller.ts
+- [X] T042 [US5] Implement import history query (filter by partnershipId and optional taxYear, order by createdAt desc) in apps/api/src/app/k1-import/k1-import.service.ts and GET /api/v1/k1-import/history endpoint in k1-import.controller.ts
-- [ ] T043 [US5] Implement reprocess endpoint (re-extract stored PDF with current cell mapping, create new session, original session unchanged) in apps/api/src/app/k1-import/k1-import.service.ts and POST /api/v1/k1-import/:id/reprocess in k1-import.controller.ts
+- [X] T043 [US5] Implement reprocess endpoint (re-extract stored PDF with current cell mapping, create new session, original session unchanged) in apps/api/src/app/k1-import/k1-import.service.ts and POST /api/v1/k1-import/:id/reprocess in k1-import.controller.ts
-- [ ] T044 [US5] Add import history list view (date, filename, status, tax year, link to KDocument) to K1 import page in apps/client/src/app/pages/k1-import/k1-import-page.component.ts
+- [X] T044 [US5] Add import history list view (date, filename, status, tax year, link to KDocument) to K1 import page in apps/client/src/app/pages/k1-import/k1-import-page.component.ts
-- [ ] T045 [US5] Implement KDocument status transitions (DRAFT → ESTIMATED → FINAL) with previous value preservation for audit trail (FR-024/FR-025) in apps/api/src/app/k1-import/k1-import.service.ts
+- [X] T045 [US5] Implement KDocument status transitions (DRAFT → ESTIMATED → FINAL) with previous value preservation for audit trail (FR-024/FR-025) in apps/api/src/app/k1-import/k1-import.service.ts
-- [ ] T046 [US5] Extend KDocument detail view with aggregation summary section (display named aggregation totals alongside raw box values per FR-036) in apps/client/src/app/pages/k-document/k-document-detail/
+- [X] T046 [US5] Extend KDocument detail view with aggregation summary section (display named aggregation totals alongside raw box values per FR-036) in apps/client/src/app/pages/k-document/k-document-detail/
 
 **Checkpoint**: All user stories should now be independently functional