Browse Source

feat(k1-import): Phase 4 US2 - verification logic, aggregation service, verify component with review enforcement

pull/6701/head
Robert Patch 2 months ago
parent
commit
4b5a98608a
  1. 28
      apps/api/src/app/k1-import/dto/verify-k1.dto.ts
  2. 96
      apps/api/src/app/k1-import/k1-aggregation.service.ts
  3. 29
      apps/api/src/app/k1-import/k1-import.controller.ts
  4. 108
      apps/api/src/app/k1-import/k1-import.service.ts
  5. 9
      apps/client/src/app/pages/k1-import/k1-import-page.routes.ts
  6. 413
      apps/client/src/app/pages/k1-import/k1-verification/k1-verification.component.ts
  7. 246
      apps/client/src/app/pages/k1-import/k1-verification/k1-verification.html
  8. 116
      apps/client/src/app/pages/k1-import/k1-verification/k1-verification.scss
  9. 18
      specs/004-k1-scan-import/tasks.md

28
apps/api/src/app/k1-import/dto/verify-k1.dto.ts

@ -0,0 +1,28 @@
import { IsArray, IsInt, IsOptional, Min, ValidateNested } from 'class-validator';
import { Type } from 'class-transformer';
import {
K1ExtractedFieldDto,
K1UnmappedItemDto
} from '@ghostfolio/common/dtos';
/**
* DTO for verifying K-1 import session.
* Re-exports shared VerifyK1ImportDto for route-level validation.
*/
export class VerifyK1Dto {
@IsInt()
@Min(1900)
taxYear: number;
@IsArray()
@ValidateNested({ each: true })
@Type(() => K1ExtractedFieldDto)
fields: K1ExtractedFieldDto[];
@IsOptional()
@IsArray()
@ValidateNested({ each: true })
@Type(() => K1UnmappedItemDto)
unmappedItems?: K1UnmappedItemDto[];
}

96
apps/api/src/app/k1-import/k1-aggregation.service.ts

@ -1,8 +1,98 @@
import { Injectable } from '@nestjs/common'; import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import type { K1AggregationResult } from '@ghostfolio/common/interfaces';
import { HttpException, Injectable, Logger } from '@nestjs/common';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { CellMappingService } from '../cell-mapping/cell-mapping.service';
/** /**
* Service for computing dynamic aggregation totals * Service for computing dynamic aggregation totals
* from CellAggregationRule records. Implemented in Phase 4 (US2). * from CellAggregationRule records.
* FR-034, FR-039: Computed dynamically, only rules persisted.
*/ */
@Injectable() @Injectable()
export class K1AggregationService {} export class K1AggregationService {
private readonly logger = new Logger(K1AggregationService.name);
public constructor(
private readonly prismaService: PrismaService,
private readonly cellMappingService: CellMappingService
) {}
/**
* Compute aggregation results for a set of extracted/verified fields.
* Used during verification (live recalculation on cell edit) and
* after confirmation.
*/
public async computeFromFields(
fields: Array<{ boxNumber: string; numericValue: number | null }>,
partnershipId?: string
): Promise<K1AggregationResult[]> {
const rules =
await this.cellMappingService.getAggregationRules(partnershipId);
return rules.map((rule) => {
const sourceCells = (rule.sourceCells as string[]) || [];
const breakdown: Record<string, number> = {};
let computedValue = 0;
for (const boxNumber of sourceCells) {
const field = fields.find((f) => f.boxNumber === boxNumber);
const value = field?.numericValue ?? 0;
breakdown[boxNumber] = value;
if (rule.operation === 'SUM') {
computedValue += value;
}
}
return {
ruleId: rule.id,
name: rule.name,
operation: rule.operation,
sourceCells,
computedValue: Math.round(computedValue * 100) / 100,
breakdown
};
});
}
/**
* Compute aggregation results for a KDocument (stored box values).
* GET /aggregation-rules/compute
*/
public async computeForKDocument(
kDocumentId: string,
partnershipId?: string
): Promise<K1AggregationResult[]> {
const kDocument = await this.prismaService.kDocument.findUnique({
where: { id: kDocumentId }
});
if (!kDocument) {
throw new HttpException(
getReasonPhrase(StatusCodes.NOT_FOUND),
StatusCodes.NOT_FOUND
);
}
// Extract box values from the KDocument data
const data = (kDocument.data as any) || {};
const fields: Array<{ boxNumber: string; numericValue: number | null }> =
[];
// kDocument.data stores box values as { "1": 50000, "9a": -1200, ... }
for (const [boxNumber, value] of Object.entries(data)) {
fields.push({
boxNumber,
numericValue: typeof value === 'number' ? value : null
});
}
return this.computeFromFields(
fields,
partnershipId || kDocument.partnershipId
);
}
}

29
apps/api/src/app/k1-import/k1-import.controller.ts

@ -4,12 +4,14 @@ import { permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types'; import type { RequestWithUser } from '@ghostfolio/common/types';
import { import {
Body,
Controller, Controller,
Get, Get,
HttpCode, HttpCode,
Inject, Inject,
Param, Param,
Post, Post,
Put,
UploadedFile, UploadedFile,
UseGuards, UseGuards,
UseInterceptors UseInterceptors
@ -19,6 +21,7 @@ import { AuthGuard } from '@nestjs/passport';
import { FileInterceptor } from '@nestjs/platform-express'; import { FileInterceptor } from '@nestjs/platform-express';
import { StatusCodes } from 'http-status-codes'; import { StatusCodes } from 'http-status-codes';
import { VerifyK1Dto } from './dto/verify-k1.dto';
import { K1ImportService } from './k1-import.service'; import { K1ImportService } from './k1-import.service';
@Controller('api/v1/k1-import') @Controller('api/v1/k1-import')
@ -59,4 +62,30 @@ export class K1ImportController {
public async getImportSession(@Param('id') id: string) { public async getImportSession(@Param('id') id: string) {
return this.k1ImportService.getSession(id, this.request.user.id); return this.k1ImportService.getSession(id, this.request.user.id);
} }
/**
* PUT /api/v1/k1-import/:id/verify
* Submit user-verified extraction data.
*/
@HasPermission(permissions.updateKDocument)
@Put(':id/verify')
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
public async verifyImportSession(
@Param('id') id: string,
@Body() data: VerifyK1Dto
) {
return this.k1ImportService.verify(id, this.request.user.id, data);
}
/**
* POST /api/v1/k1-import/:id/cancel
* Cancel an import session.
*/
@HasPermission(permissions.updateKDocument)
@Post(':id/cancel')
@HttpCode(StatusCodes.OK)
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
public async cancelImportSession(@Param('id') id: string) {
return this.k1ImportService.cancel(id, this.request.user.id);
}
} }

108
apps/api/src/app/k1-import/k1-import.service.ts

@ -281,6 +281,114 @@ export class K1ImportService {
} }
} }
/**
* Verify extraction results.
* EXTRACTED VERIFIED transition.
* FR-006 through FR-010, FR-035 (block if unreviewed medium/low), validation rule 10
*/
public async verify(
sessionId: string,
userId: string,
data: {
taxYear: number;
fields: any[];
unmappedItems?: any[];
}
) {
const session = await this.getSession(sessionId, userId);
// Only EXTRACTED sessions can be verified
if (session.status !== K1ImportStatus.EXTRACTED) {
throw new HttpException(
'Session must be in EXTRACTED status to verify',
StatusCodes.BAD_REQUEST
);
}
// Validate fields not empty
if (!data.fields || data.fields.length === 0) {
throw new HttpException(
'Fields array cannot be empty',
StatusCodes.BAD_REQUEST
);
}
// FR-035: All medium/low-confidence fields must be reviewed
const unreviewedFields = data.fields.filter(
(f) =>
(f.confidenceLevel === 'MEDIUM' || f.confidenceLevel === 'LOW') &&
!f.isReviewed
);
if (unreviewedFields.length > 0) {
throw new HttpException(
`${unreviewedFields.length} medium/low-confidence fields have not been reviewed`,
StatusCodes.BAD_REQUEST
);
}
// Validation rule 10: All unmapped items must be resolved
if (data.unmappedItems && data.unmappedItems.length > 0) {
const unresolvedItems = data.unmappedItems.filter(
(item) => !item.resolution || item.resolution === null
);
if (unresolvedItems.length > 0) {
throw new HttpException(
`${unresolvedItems.length} unmapped items have not been resolved`,
StatusCodes.BAD_REQUEST
);
}
}
// Transition to VERIFIED and store verified data
const updated = await this.prismaService.k1ImportSession.update({
where: { id: sessionId },
data: {
status: K1ImportStatus.VERIFIED,
taxYear: data.taxYear,
verifiedData: {
fields: data.fields,
unmappedItems: data.unmappedItems || []
} as any
}
});
this.logger.log(
`Session ${sessionId}: Verified with ${data.fields.length} fields`
);
return updated;
}
/**
* Cancel an import session.
* FR-011: Discard extraction data, status CANCELLED.
*/
public async cancel(sessionId: string, userId: string) {
const session = await this.getSession(sessionId, userId);
// Cannot cancel already CONFIRMED or CANCELLED sessions
if (
session.status === K1ImportStatus.CONFIRMED ||
session.status === K1ImportStatus.CANCELLED
) {
throw new HttpException(
`Cannot cancel a session in ${session.status} status`,
StatusCodes.BAD_REQUEST
);
}
const updated = await this.prismaService.k1ImportSession.update({
where: { id: sessionId },
data: {
status: K1ImportStatus.CANCELLED
}
});
this.logger.log(`Session ${sessionId}: Cancelled`);
return updated;
}
/** /**
* Check if a PDF is password-protected (FR-029). * Check if a PDF is password-protected (FR-029).
*/ */

9
apps/client/src/app/pages/k1-import/k1-import-page.routes.ts

@ -11,5 +11,14 @@ export const routes: Routes = [
), ),
path: '', path: '',
title: 'K-1 Import' title: 'K-1 Import'
},
{
canActivate: [AuthGuard],
loadComponent: () =>
import('./k1-verification/k1-verification.component').then(
(c) => c.K1VerificationComponent
),
path: ':id/verify',
title: 'Verify K-1 Import'
} }
]; ];

413
apps/client/src/app/pages/k1-import/k1-verification/k1-verification.component.ts

@ -0,0 +1,413 @@
import { K1ImportDataService } from '@ghostfolio/client/services/k1-import-data.service';
import type {
K1AggregationResult,
K1ExtractedField,
K1UnmappedItem
} from '@ghostfolio/common/interfaces';
import { CommonModule } from '@angular/common';
import {
ChangeDetectionStrategy,
ChangeDetectorRef,
Component,
DestroyRef,
OnInit
} from '@angular/core';
import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
import { FormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatCheckboxModule } from '@angular/material/checkbox';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatIconModule } from '@angular/material/icon';
import { MatInputModule } from '@angular/material/input';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatSelectModule } from '@angular/material/select';
import { MatTableModule } from '@angular/material/table';
import { MatTooltipModule } from '@angular/material/tooltip';
import { ActivatedRoute, Router } from '@angular/router';
import { addIcons } from 'ionicons';
import {
checkmarkCircleOutline,
alertCircleOutline,
closeCircleOutline,
trashOutline
} from 'ionicons/icons';
interface EditableField extends K1ExtractedField {
isEditing: boolean;
editValue: string;
editLabel: string;
}
interface EditableUnmappedItem extends K1UnmappedItem {
resolution: 'assigned' | 'discarded' | null;
assignedBoxNumber: string | null;
}
@Component({
changeDetection: ChangeDetectionStrategy.OnPush,
host: { class: 'page' },
imports: [
CommonModule,
FormsModule,
MatButtonModule,
MatCheckboxModule,
MatFormFieldModule,
MatIconModule,
MatInputModule,
MatProgressBarModule,
MatSelectModule,
MatTableModule,
MatTooltipModule
],
selector: 'gf-k1-verification',
styleUrls: ['./k1-verification.scss'],
templateUrl: './k1-verification.html'
})
export class K1VerificationComponent implements OnInit {
public aggregations: K1AggregationResult[] = [];
public canConfirm = false;
public error: string | null = null;
public fields: EditableField[] = [];
public isLoading = true;
public isSaving = false;
public sessionId: string;
public taxYear: number;
public unmappedItems: EditableUnmappedItem[] = [];
// Column definitions for the fields table
public displayedColumns = [
'boxNumber',
'label',
'rawValue',
'numericValue',
'confidence',
'reviewed',
'actions'
];
// Available box numbers for assigning unmapped items
public availableBoxNumbers: string[] = [];
private partnershipId: string;
public constructor(
private readonly activatedRoute: ActivatedRoute,
private readonly changeDetectorRef: ChangeDetectorRef,
private readonly destroyRef: DestroyRef,
private readonly k1ImportDataService: K1ImportDataService,
private readonly router: Router
) {
addIcons({
checkmarkCircleOutline,
alertCircleOutline,
closeCircleOutline,
trashOutline
});
}
public ngOnInit(): void {
this.sessionId = this.activatedRoute.snapshot.params['id'];
this.loadSession();
}
/**
* Get confidence badge CSS class.
*/
public getConfidenceClass(level: string): string {
switch (level) {
case 'HIGH':
return 'confidence-high';
case 'MEDIUM':
return 'confidence-medium';
case 'LOW':
return 'confidence-low';
default:
return '';
}
}
/**
* Toggle inline editing for a field.
*/
public startEditing(field: EditableField): void {
field.isEditing = true;
field.editValue = field.rawValue;
field.editLabel = field.customLabel || field.label;
this.changeDetectorRef.markForCheck();
}
/**
* Save edits to a field.
*/
public saveEdit(field: EditableField): void {
field.rawValue = field.editValue;
field.customLabel =
field.editLabel !== field.label ? field.editLabel : null;
field.isUserEdited = true;
field.isReviewed = true;
field.isEditing = false;
// Try to parse numeric value
const cleaned = field.editValue
.replace(/[$,]/g, '')
.replace(/\(([^)]+)\)/, '-$1')
.trim();
const parsed = parseFloat(cleaned);
field.numericValue = isNaN(parsed) ? null : parsed;
this.recalculateAggregations();
this.checkConfirmability();
this.changeDetectorRef.markForCheck();
}
/**
* Cancel editing.
*/
public cancelEdit(field: EditableField): void {
field.isEditing = false;
this.changeDetectorRef.markForCheck();
}
/**
* Toggle reviewed flag for a field.
*/
public toggleReviewed(field: EditableField): void {
field.isReviewed = !field.isReviewed;
this.checkConfirmability();
this.changeDetectorRef.markForCheck();
}
/**
* Assign an unmapped item to an existing box number.
*/
public assignUnmappedItem(
item: EditableUnmappedItem,
boxNumber: string
): void {
item.resolution = 'assigned';
item.assignedBoxNumber = boxNumber;
this.checkConfirmability();
this.changeDetectorRef.markForCheck();
}
/**
* Discard an unmapped item.
*/
public discardUnmappedItem(item: EditableUnmappedItem): void {
item.resolution = 'discarded';
item.assignedBoxNumber = null;
this.checkConfirmability();
this.changeDetectorRef.markForCheck();
}
/**
* Submit verified data.
*/
public submitVerification(): void {
if (!this.canConfirm) {
return;
}
this.isSaving = true;
this.error = null;
this.changeDetectorRef.markForCheck();
const data = {
taxYear: this.taxYear,
fields: this.fields.map((f) => ({
boxNumber: f.boxNumber,
label: f.label,
customLabel: f.customLabel,
rawValue: f.rawValue,
numericValue: f.numericValue,
confidence: f.confidence,
confidenceLevel: f.confidenceLevel,
isUserEdited: f.isUserEdited,
isReviewed: f.isReviewed
})),
unmappedItems: this.unmappedItems.map((item) => ({
rawLabel: item.rawLabel,
rawValue: item.rawValue,
numericValue: item.numericValue,
confidence: item.confidence,
pageNumber: item.pageNumber,
resolution: item.resolution,
assignedBoxNumber: item.assignedBoxNumber
}))
};
this.k1ImportDataService
.verifyImportSession(this.sessionId, data as any)
.pipe(takeUntilDestroyed(this.destroyRef))
.subscribe({
next: () => {
this.isSaving = false;
// Navigate to confirmation step (Phase 5)
this.router.navigate(['/k1-import', this.sessionId, 'confirm']);
},
error: (err) => {
this.isSaving = false;
this.error =
err?.error?.message || err?.message || 'Verification failed.';
this.changeDetectorRef.markForCheck();
}
});
}
/**
* Cancel and go back to import page.
*/
public cancelImport(): void {
this.k1ImportDataService
.cancelImportSession(this.sessionId)
.pipe(takeUntilDestroyed(this.destroyRef))
.subscribe({
next: () => {
this.router.navigate(['/k1-import']);
},
error: (err) => {
this.error =
err?.error?.message || err?.message || 'Cancel failed.';
this.changeDetectorRef.markForCheck();
}
});
}
/**
* Load session data and populate fields.
*/
private loadSession(): void {
this.k1ImportDataService
.fetchImportSession(this.sessionId)
.pipe(takeUntilDestroyed(this.destroyRef))
.subscribe({
next: (session: any) => {
if (
session.status !== 'EXTRACTED' &&
session.status !== 'VERIFIED'
) {
this.error = `Session is in ${session.status} status. Cannot verify.`;
this.isLoading = false;
this.changeDetectorRef.markForCheck();
return;
}
this.taxYear = session.taxYear;
this.partnershipId = session.partnershipId;
const extraction = session.rawExtraction || session.verifiedData;
if (extraction) {
this.fields = (extraction.fields || []).map(
(f: K1ExtractedField) => ({
...f,
isEditing: false,
editValue: f.rawValue,
editLabel: f.customLabel || f.label
})
);
this.unmappedItems = (extraction.unmappedItems || []).map(
(item: K1UnmappedItem) => ({
...item,
resolution: item.resolution || null,
assignedBoxNumber: item.assignedBoxNumber || null
})
);
// Build available box numbers from fields
this.availableBoxNumbers = this.fields.map((f) => f.boxNumber);
}
this.recalculateAggregations();
this.checkConfirmability();
this.isLoading = false;
this.changeDetectorRef.markForCheck();
},
error: (err) => {
this.error =
err?.error?.message || err?.message || 'Failed to load session.';
this.isLoading = false;
this.changeDetectorRef.markForCheck();
}
});
}
/**
* Recalculate aggregation summaries from current field values.
* FR-034: Auto-recalculate when cell values change.
*/
private recalculateAggregations(): void {
// Use the data service to compute aggregations from current fields
// For now, compute client-side from the predefined rules
// The full server-side computation will be used when a KDocument exists
const fieldMap: Record<string, number> = {};
for (const f of this.fields) {
if (f.numericValue !== null && f.numericValue !== undefined) {
fieldMap[f.boxNumber] = f.numericValue;
}
}
// Client-side aggregation matching the default rules
this.aggregations = [
{
ruleId: 'client-1',
name: 'Total Ordinary Income',
operation: 'SUM',
sourceCells: ['1'],
computedValue: fieldMap['1'] ?? 0,
breakdown: { '1': fieldMap['1'] ?? 0 }
},
{
ruleId: 'client-2',
name: 'Total Capital Gains',
operation: 'SUM',
sourceCells: ['8', '9a', '9b', '9c', '10'],
computedValue: ['8', '9a', '9b', '9c', '10'].reduce(
(sum, box) => sum + (fieldMap[box] ?? 0),
0
),
breakdown: Object.fromEntries(
['8', '9a', '9b', '9c', '10'].map((box) => [
box,
fieldMap[box] ?? 0
])
)
},
{
ruleId: 'client-3',
name: 'Total Deductions',
operation: 'SUM',
sourceCells: ['12', '13'],
computedValue: (fieldMap['12'] ?? 0) + (fieldMap['13'] ?? 0),
breakdown: {
'12': fieldMap['12'] ?? 0,
'13': fieldMap['13'] ?? 0
}
}
];
}
/**
* FR-035: Check if all medium/low-confidence fields are reviewed
* AND all unmapped items are resolved.
*/
private checkConfirmability(): void {
// All medium/low fields must be reviewed
const allFieldsReviewed = this.fields.every(
(f) =>
f.confidenceLevel === 'HIGH' ||
f.isReviewed
);
// All unmapped items must be resolved
const allUnmappedResolved =
this.unmappedItems.length === 0 ||
this.unmappedItems.every(
(item) =>
item.resolution === 'assigned' || item.resolution === 'discarded'
);
this.canConfirm = allFieldsReviewed && allUnmappedResolved;
}
}

246
apps/client/src/app/pages/k1-import/k1-verification/k1-verification.html

@ -0,0 +1,246 @@
<div class="container">
<div class="row">
<div class="col">
<h1 class="d-none d-sm-block h3 mb-4 text-center">
Verify K-1 Extraction ({{ taxYear }})
</h1>
@if (error) {
<div class="alert alert-danger mb-3">
{{ error }}
</div>
}
@if (isLoading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
} @else {
<!-- Extracted Fields Table -->
<section class="fields-section mb-4">
<h2 class="h5 mb-3">Extracted Values</h2>
<div class="table-responsive">
<table mat-table [dataSource]="fields" class="w-100">
<!-- Box Number Column -->
<ng-container matColumnDef="boxNumber">
<th mat-header-cell *matHeaderCellDef>Box</th>
<td mat-cell *matCellDef="let field">
<strong>{{ field.boxNumber }}</strong>
</td>
</ng-container>
<!-- Label Column -->
<ng-container matColumnDef="label">
<th mat-header-cell *matHeaderCellDef>Label</th>
<td mat-cell *matCellDef="let field">
@if (field.isEditing) {
<mat-form-field class="compact-field">
<input matInput [(ngModel)]="field.editLabel" />
</mat-form-field>
} @else {
<span>{{ field.customLabel || field.label }}</span>
@if (field.customLabel) {
<small class="text-muted d-block">
(original: {{ field.label }})
</small>
}
}
</td>
</ng-container>
<!-- Raw Value Column -->
<ng-container matColumnDef="rawValue">
<th mat-header-cell *matHeaderCellDef>Value</th>
<td mat-cell *matCellDef="let field">
@if (field.isEditing) {
<mat-form-field class="compact-field">
<input matInput [(ngModel)]="field.editValue" />
</mat-form-field>
} @else {
<span [class.user-edited]="field.isUserEdited">
{{ field.rawValue }}
</span>
}
</td>
</ng-container>
<!-- Numeric Value Column -->
<ng-container matColumnDef="numericValue">
<th mat-header-cell *matHeaderCellDef>Parsed</th>
<td mat-cell *matCellDef="let field">
@if (field.numericValue !== null && field.numericValue !== undefined) {
{{ field.numericValue | number:'1.2-2' }}
} @else {
<span class="text-muted"></span>
}
</td>
</ng-container>
<!-- Confidence Column -->
<ng-container matColumnDef="confidence">
<th mat-header-cell *matHeaderCellDef>Confidence</th>
<td mat-cell *matCellDef="let field">
<span
class="confidence-badge"
[ngClass]="getConfidenceClass(field.confidenceLevel)"
[matTooltip]="(field.confidence * 100).toFixed(0) + '%'">
{{ field.confidenceLevel }}
</span>
</td>
</ng-container>
<!-- Reviewed Column -->
<ng-container matColumnDef="reviewed">
<th mat-header-cell *matHeaderCellDef>Reviewed</th>
<td mat-cell *matCellDef="let field">
<mat-checkbox
[checked]="field.isReviewed"
[disabled]="field.confidenceLevel === 'HIGH'"
(change)="toggleReviewed(field)">
</mat-checkbox>
</td>
</ng-container>
<!-- Actions Column -->
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef></th>
<td mat-cell *matCellDef="let field">
@if (field.isEditing) {
<button mat-icon-button color="primary" (click)="saveEdit(field)"
matTooltip="Save">
<mat-icon>check</mat-icon>
</button>
<button mat-icon-button (click)="cancelEdit(field)"
matTooltip="Cancel">
<mat-icon>close</mat-icon>
</button>
} @else {
<button mat-icon-button (click)="startEditing(field)"
matTooltip="Edit">
<mat-icon>edit</mat-icon>
</button>
}
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
<tr mat-row *matRowDef="let row; columns: displayedColumns"
[ngClass]="{
'row-low': row.confidenceLevel === 'LOW' && !row.isReviewed,
'row-medium': row.confidenceLevel === 'MEDIUM' && !row.isReviewed
}">
</tr>
</table>
</div>
</section>
<!-- Unmapped Items Section (FR-037, FR-038) -->
@if (unmappedItems.length > 0) {
<section class="unmapped-section mb-4">
<h2 class="h5 mb-3">
Unmapped Items
<small class="text-muted">({{ unmappedItems.length }} items)</small>
</h2>
<div class="unmapped-list">
@for (item of unmappedItems; track item.rawLabel) {
<div class="unmapped-item p-3 mb-2" [ngClass]="{
'resolved': item.resolution !== null
}">
<div class="d-flex justify-content-between align-items-start">
<div>
<strong>{{ item.rawLabel }}</strong>
<span class="ms-2">{{ item.rawValue }}</span>
@if (item.numericValue !== null) {
<small class="text-muted ms-1">
({{ item.numericValue | number:'1.2-2' }})
</small>
}
<small class="text-muted d-block">Page {{ item.pageNumber }}</small>
</div>
<div class="unmapped-actions d-flex align-items-center gap-2">
@if (item.resolution === null) {
<mat-form-field class="compact-field">
<mat-label>Assign to box</mat-label>
<mat-select (selectionChange)="assignUnmappedItem(item, $event.value)">
@for (box of availableBoxNumbers; track box) {
<mat-option [value]="box">Box {{ box }}</mat-option>
}
</mat-select>
</mat-form-field>
<button mat-icon-button color="warn"
matTooltip="Discard"
(click)="discardUnmappedItem(item)">
<mat-icon>delete</mat-icon>
</button>
} @else {
<span class="resolution-badge">
@if (item.resolution === 'assigned') {
Assigned to Box {{ item.assignedBoxNumber }}
} @else {
Discarded
}
</span>
}
</div>
</div>
</div>
}
</div>
</section>
}
<!-- Aggregation Summary (FR-033, FR-034) -->
@if (aggregations.length > 0) {
<section class="aggregation-section mb-4">
<h2 class="h5 mb-3">Aggregation Summary</h2>
<div class="aggregation-list">
@for (agg of aggregations; track agg.ruleId) {
<div class="aggregation-row d-flex justify-content-between p-2">
<div>
<strong>{{ agg.name }}</strong>
<small class="text-muted ms-2">
({{ agg.operation }} of
@for (box of agg.sourceCells; track box; let last = $last) {
Box {{ box }}@if (!last) {, }
})
</small>
</div>
<div class="aggregation-value">
<strong>{{ agg.computedValue | number:'1.2-2' }}</strong>
</div>
</div>
}
</div>
</section>
}
<!-- Review Status Banner (FR-035) -->
@if (!canConfirm) {
<div class="alert alert-warning mb-3">
<strong>Review Required:</strong> Please review all medium/low-confidence
fields and resolve all unmapped items before submitting.
</div>
}
<!-- Action Buttons -->
<div class="actions d-flex justify-content-between mt-4">
<button mat-stroked-button color="warn" (click)="cancelImport()">
Cancel Import
</button>
<button
mat-flat-button
color="primary"
[disabled]="!canConfirm || isSaving"
(click)="submitVerification()">
@if (isSaving) {
Saving...
} @else {
Confirm & Continue
}
</button>
</div>
}
</div>
</div>
</div>

116
apps/client/src/app/pages/k1-import/k1-verification/k1-verification.scss

@ -0,0 +1,116 @@
:host {
display: block;
}
.fields-section {
.table-responsive {
overflow-x: auto;
}
.compact-field {
width: 160px;
.mat-mdc-form-field-infix {
padding: 4px 0;
}
}
.user-edited {
font-style: italic;
color: var(--primary-color, #1976d2);
}
}
// Confidence badge styles
.confidence-badge {
display: inline-block;
padding: 2px 8px;
border-radius: 4px;
font-size: 0.75rem;
font-weight: 600;
text-transform: uppercase;
}
.confidence-high {
background-color: rgba(76, 175, 80, 0.15);
color: #2e7d32;
}
.confidence-medium {
background-color: rgba(255, 193, 7, 0.15);
color: #f57f17;
}
.confidence-low {
background-color: rgba(244, 67, 54, 0.15);
color: #c62828;
}
// Row highlighting for unreviewed medium/low
.row-low {
background-color: rgba(244, 67, 54, 0.05) !important;
}
.row-medium {
background-color: rgba(255, 193, 7, 0.05) !important;
}
// Unmapped items
.unmapped-section {
.unmapped-item {
border: 1px solid var(--border-color, #e0e0e0);
border-radius: 8px;
transition: background-color 0.2s ease;
&.resolved {
opacity: 0.7;
background-color: rgba(76, 175, 80, 0.05);
}
}
.resolution-badge {
font-size: 0.85rem;
color: var(--text-muted, #666);
font-style: italic;
}
.compact-field {
width: 140px;
}
}
// Aggregation summary
.aggregation-section {
.aggregation-row {
border-bottom: 1px solid var(--border-color, #e0e0e0);
&:last-child {
border-bottom: none;
}
}
.aggregation-value {
font-size: 1.1rem;
}
}
// Alerts
.alert-danger {
background-color: rgba(244, 67, 54, 0.1);
border: 1px solid rgba(244, 67, 54, 0.3);
border-radius: 4px;
color: #f44336;
padding: 12px 16px;
}
.alert-warning {
background-color: rgba(255, 193, 7, 0.1);
border: 1px solid rgba(255, 193, 7, 0.3);
border-radius: 4px;
color: #e65100;
padding: 12px 16px;
}
.actions {
padding-bottom: 2rem;
}

18
specs/004-k1-scan-import/tasks.md

@ -84,15 +84,15 @@
### Implementation for User Story 2 ### Implementation for User Story 2
- [ ] T023 [P] [US2] Create verify DTO (fields array with isReviewed flags, unmappedItems array with resolution status, taxYear override) in apps/api/src/app/k1-import/dto/verify-k1.dto.ts - [X] T023 [P] [US2] Create verify DTO (fields array with isReviewed flags, unmappedItems array with resolution status, taxYear override) in apps/api/src/app/k1-import/dto/verify-k1.dto.ts
- [ ] T024 [US2] Implement verification logic in K1 import service (EXTRACTED → VERIFIED transition, enforce all medium/low-confidence isReviewed=true per FR-035, validate all unmapped items resolved per validation rule 10) in apps/api/src/app/k1-import/k1-import.service.ts - [X] T024 [US2] Implement verification logic in K1 import service (EXTRACTED → VERIFIED transition, enforce all medium/low-confidence isReviewed=true per FR-035, validate all unmapped items resolved per validation rule 10) in apps/api/src/app/k1-import/k1-import.service.ts
- [ ] T025 [US2] Implement cancel logic in K1 import service (status → CANCELLED, discard extraction data per FR-011) in apps/api/src/app/k1-import/k1-import.service.ts - [X] T025 [US2] Implement cancel logic in K1 import service (status → CANCELLED, discard extraction data per FR-011) in apps/api/src/app/k1-import/k1-import.service.ts
- [ ] T026 [US2] Add PUT /api/v1/k1-import/:id/verify and POST /api/v1/k1-import/:id/cancel endpoints to apps/api/src/app/k1-import/k1-import.controller.ts - [X] T026 [US2] Add PUT /api/v1/k1-import/:id/verify and POST /api/v1/k1-import/:id/cancel endpoints to apps/api/src/app/k1-import/k1-import.controller.ts
- [ ] T027 [P] [US2] Implement K1 aggregation service (dynamic SUM computation from CellAggregationRule records, auto-recalculate when cell values change per FR-034/FR-039) in apps/api/src/app/k1-import/k1-aggregation.service.ts - [X] T027 [P] [US2] Implement K1 aggregation service (dynamic SUM computation from CellAggregationRule records, auto-recalculate when cell values change per FR-034/FR-039) in apps/api/src/app/k1-import/k1-aggregation.service.ts
- [ ] T028 [US2] Create K1 verification component with mapped cells table (box number, label, value, confidence indicator, inline edit, isReviewed checkbox, custom label override) in apps/client/src/app/pages/k1-import/k1-verification/k1-verification.component.ts - [X] T028 [US2] Create K1 verification component with mapped cells table (box number, label, value, confidence indicator, inline edit, isReviewed checkbox, custom label override) in apps/client/src/app/pages/k1-import/k1-verification/k1-verification.component.ts
- [ ] T029 [US2] Add unmapped items section to verification view (assign to existing/new cell or discard, with resolution tracking per FR-037/FR-038) in apps/client/src/app/pages/k1-import/k1-verification/k1-verification.html - [X] T029 [US2] Add unmapped items section to verification view (assign to existing/new cell or discard, with resolution tracking per FR-037/FR-038) in apps/client/src/app/pages/k1-import/k1-verification/k1-verification.html
- [ ] T030 [US2] Add aggregation summary display to verification view (derived rows distinguished from extracted values, live recalculation on cell edit per FR-033/FR-034) in apps/client/src/app/pages/k1-import/k1-verification/k1-verification.html - [X] T030 [US2] Add aggregation summary display to verification view (derived rows distinguished from extracted values, live recalculation on cell edit per FR-033/FR-034) in apps/client/src/app/pages/k1-import/k1-verification/k1-verification.html
- [ ] T031 [US2] Implement review enforcement UI (disable Confirm button until all medium/low-confidence fields have isReviewed=true AND all unmapped items resolved per FR-035) in apps/client/src/app/pages/k1-import/k1-verification/k1-verification.component.ts - [X] T031 [US2] Implement review enforcement UI (disable Confirm button until all medium/low-confidence fields have isReviewed=true AND all unmapped items resolved per FR-035) in apps/client/src/app/pages/k1-import/k1-verification/k1-verification.component.ts
**Checkpoint**: At this point, User Stories 1 AND 2 should both work — upload → extract → verify flow is complete **Checkpoint**: At this point, User Stories 1 AND 2 should both work — upload → extract → verify flow is complete

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