feat(k1-import): Phase 5 US3 - confirm flow, allocation service, KDocument/Distribution creation, confirmation component

apps/api/src/app/k1-import/dto/confirm-k1.dto.ts

@@ -0,0 +1,15 @@
+import { KDocumentStatus } from '@prisma/client';
+import { IsEnum, IsOptional, IsString } from 'class-validator';
+
+/**
+ * DTO for confirming a verified K-1 import session.
+ * Triggers auto-creation of KDocument, Distributions, and Document linkage.
+ */
+export class ConfirmK1Dto {
+  @IsEnum(KDocumentStatus)
+  filingStatus: KDocumentStatus;
+
+  @IsOptional()
+  @IsString()
+  existingKDocumentAction?: 'UPDATE' | 'CREATE_NEW';
+}

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

@@ -1,8 +1,92 @@
-import { Injectable } from '@nestjs/common';
+import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+
+import { Injectable, Logger } from '@nestjs/common';
+import { Decimal } from '@prisma/client/runtime/library';
+
+interface MemberAllocation {
+  entityId: string;
+  entityName: string;
+  ownershipPercent: number;
+  allocatedValues: Record<string, number>;
+}
 
 /**
  * Service for allocating K-1 line items to partnership members
- * by ownership percentage. Implemented in Phase 5 (US3).
+ * by ownership percentage. FR-013.
+ * Rounding adjustment: residual cents assigned to the largest member (validation rule 8).
  */
 @Injectable()
-export class K1AllocationService {}
+export class K1AllocationService {
+  private readonly logger = new Logger(K1AllocationService.name);
+
+  public constructor(private readonly prismaService: PrismaService) {}
+
+  /**
+   * Allocate K-1 box values to partnership members by ownership %.
+   * Returns allocations per member with proportional values.
+   */
+  public async allocateToMembers(
+    partnershipId: string,
+    taxYear: number,
+    fields: Array<{ boxNumber: string; numericValue: number | null }>
+  ): Promise<MemberAllocation[]> {
+    // Get active members as of tax year end
+    const taxYearEnd = new Date(taxYear, 11, 31); // Dec 31 of tax year
+
+    const memberships = await this.prismaService.partnershipMembership.findMany(
+      {
+        where: {
+          partnershipId,
+          effectiveDate: { lte: taxYearEnd },
+          OR: [{ endDate: null }, { endDate: { gte: taxYearEnd } }]
+        },
+        include: {
+          entity: true
+        },
+        orderBy: {
+          ownershipPercent: 'desc' // Largest member first for rounding
+        }
+      }
+    );
+
+    if (memberships.length === 0) {
+      return [];
+    }
+
+    const allocations: MemberAllocation[] = memberships.map((m) => ({
+      entityId: m.entityId,
+      entityName: m.entity.name || m.entityId,
+      ownershipPercent: new Decimal(m.ownershipPercent).toNumber(),
+      allocatedValues: {}
+    }));
+
+    // For each field with a numeric value, allocate proportionally
+    for (const field of fields) {
+      if (field.numericValue === null || field.numericValue === undefined) {
+        continue;
+      }
+
+      const totalCents = Math.round(field.numericValue * 100);
+      let allocatedCents = 0;
+
+      // Allocate to each member except the largest (first)
+      for (let i = 1; i < allocations.length; i++) {
+        const memberCents = Math.round(
+          (totalCents * allocations[i].ownershipPercent) / 100
+        );
+        allocations[i].allocatedValues[field.boxNumber] = memberCents / 100;
+        allocatedCents += memberCents;
+      }
+
+      // Largest member gets the remainder (rounding adjustment - validation rule 8)
+      allocations[0].allocatedValues[field.boxNumber] =
+        (totalCents - allocatedCents) / 100;
+    }
+
+    this.logger.log(
+      `Allocated ${fields.length} fields to ${memberships.length} members for partnership ${partnershipId}`
+    );
+
+    return allocations;
+  }
+}

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

@@ -21,6 +21,7 @@ import { AuthGuard } from '@nestjs/passport';
 import { FileInterceptor } from '@nestjs/platform-express';
 import { StatusCodes } from 'http-status-codes';
 
+import { ConfirmK1Dto } from './dto/confirm-k1.dto';
 import { VerifyK1Dto } from './dto/verify-k1.dto';
 import { K1ImportService } from './k1-import.service';
 
@@ -88,4 +89,19 @@ export class K1ImportController {
   public async cancelImportSession(@Param('id') id: string) {
     return this.k1ImportService.cancel(id, this.request.user.id);
   }
+
+  /**
+   * POST /api/v1/k1-import/:id/confirm
+   * Confirm verified data and trigger auto-creation of model objects.
+   */
+  @HasPermission(permissions.createKDocument)
+  @Post(':id/confirm')
+  @HttpCode(StatusCodes.CREATED)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  public async confirmImportSession(
+    @Param('id') id: string,
+    @Body() data: ConfirmK1Dto
+  ) {
+    return this.k1ImportService.confirm(id, this.request.user.id, data);
+  }
 }

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

@@ -2,7 +2,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import type { K1ExtractionResult } from '@ghostfolio/common/interfaces';
 
 import { HttpException, Injectable, Logger } from '@nestjs/common';
-import { K1ImportStatus } from '@prisma/client';
+import { K1ImportStatus, KDocumentStatus } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { readFile } from 'node:fs/promises';
 import { join } from 'node:path';
@@ -389,6 +389,202 @@ export class K1ImportService {
     return updated;
   }
 
+  /**
+   * Confirm verified data and auto-create model objects.
+   * VERIFIED → CONFIRMED transition.
+   * FR-012 (KDocument), FR-013 (allocations), FR-014 (Distributions), FR-015 (Document linkage), FR-016 (duplicate detection).
+   */
+  public async confirm(
+    sessionId: string,
+    userId: string,
+    data: {
+      filingStatus: KDocumentStatus;
+      existingKDocumentAction?: 'UPDATE' | 'CREATE_NEW';
+    }
+  ) {
+    const session = await this.getSession(sessionId, userId);
+
+    // Only VERIFIED sessions can be confirmed
+    if (session.status !== K1ImportStatus.VERIFIED) {
+      throw new HttpException(
+        'Session must be in VERIFIED status to confirm',
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    const verifiedData = session.verifiedData as any;
+    if (!verifiedData?.fields || verifiedData.fields.length === 0) {
+      throw new HttpException(
+        'No verified data available',
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    // Check for active members (FR-013)
+    const memberships =
+      await this.prismaService.partnershipMembership.findMany({
+        where: {
+          partnershipId: session.partnershipId,
+          effectiveDate: {
+            lte: new Date(session.taxYear, 11, 31)
+          },
+          OR: [
+            { endDate: null },
+            { endDate: { gte: new Date(session.taxYear, 11, 31) } }
+          ]
+        },
+        include: { entity: true }
+      });
+
+    if (memberships.length === 0) {
+      throw new HttpException(
+        'Partnership has no active members',
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    // FR-016: Check for existing KDocument (duplicate detection)
+    const existingKDocument = await this.prismaService.kDocument.findUnique({
+      where: {
+        partnershipId_type_taxYear: {
+          partnershipId: session.partnershipId,
+          type: 'K1',
+          taxYear: session.taxYear
+        }
+      }
+    });
+
+    if (existingKDocument && !data.existingKDocumentAction) {
+      throw new HttpException(
+        'A KDocument already exists for this partnership, type, and tax year. Specify existingKDocumentAction (UPDATE or CREATE_NEW).',
+        StatusCodes.CONFLICT
+      );
+    }
+
+    // Build KDocument data from verified fields
+    const kDocumentData: Record<string, number | null> = {};
+    for (const field of verifiedData.fields) {
+      kDocumentData[field.boxNumber] = field.numericValue ?? null;
+    }
+
+    // FR-012: Create or update KDocument
+    let kDocument;
+    if (existingKDocument && data.existingKDocumentAction === 'UPDATE') {
+      kDocument = await this.prismaService.kDocument.update({
+        where: { id: existingKDocument.id },
+        data: {
+          filingStatus: data.filingStatus,
+          data: kDocumentData as any,
+          documentFileId: session.documentId
+        }
+      });
+    } else {
+      // CREATE_NEW or no existing document
+      if (existingKDocument && data.existingKDocumentAction === 'CREATE_NEW') {
+        // Delete existing unique constraint holder to create new
+        await this.prismaService.kDocument.delete({
+          where: { id: existingKDocument.id }
+        });
+      }
+
+      kDocument = await this.prismaService.kDocument.create({
+        data: {
+          partnershipId: session.partnershipId,
+          type: 'K1',
+          taxYear: session.taxYear,
+          filingStatus: data.filingStatus,
+          data: kDocumentData as any,
+          documentFileId: session.documentId
+        }
+      });
+    }
+
+    // FR-013: Allocate K-1 amounts to members
+    const allocations = await this.allocationService.allocateToMembers(
+      session.partnershipId,
+      session.taxYear,
+      verifiedData.fields
+    );
+
+    // FR-014: Create Distribution records for Box 19a and Box 19b
+    const distributions: any[] = [];
+    const distributionDate = new Date(session.taxYear, 11, 31); // Dec 31
+
+    for (const allocation of allocations) {
+      // Box 19a: Cash and marketable securities
+      const box19a = allocation.allocatedValues['19a'];
+      if (box19a && box19a !== 0) {
+        const dist = await this.prismaService.distribution.create({
+          data: {
+            partnershipId: session.partnershipId,
+            entityId: allocation.entityId,
+            type: 'RETURN_OF_CAPITAL',
+            amount: box19a,
+            date: distributionDate,
+            currency: 'USD',
+            notes: `K-1 Box 19a (Cash distributions) - Tax Year ${session.taxYear}`
+          }
+        });
+        distributions.push(dist);
+      }
+
+      // Box 19b: Other property distributions
+      const box19b = allocation.allocatedValues['19b'];
+      if (box19b && box19b !== 0) {
+        const dist = await this.prismaService.distribution.create({
+          data: {
+            partnershipId: session.partnershipId,
+            entityId: allocation.entityId,
+            type: 'RETURN_OF_CAPITAL',
+            amount: box19b,
+            date: distributionDate,
+            currency: 'USD',
+            notes: `K-1 Box 19b (Property distributions) - Tax Year ${session.taxYear}`
+          }
+        });
+        distributions.push(dist);
+      }
+    }
+
+    // Update session to CONFIRMED and link KDocument
+    await this.prismaService.k1ImportSession.update({
+      where: { id: sessionId },
+      data: {
+        status: K1ImportStatus.CONFIRMED,
+        kDocumentId: kDocument.id
+      }
+    });
+
+    this.logger.log(
+      `Session ${sessionId}: Confirmed. KDocument ${kDocument.id} created, ${distributions.length} distributions, ${allocations.length} member allocations`
+    );
+
+    return {
+      importSession: {
+        id: sessionId,
+        status: 'CONFIRMED'
+      },
+      kDocument: {
+        id: kDocument.id,
+        partnershipId: kDocument.partnershipId,
+        type: kDocument.type,
+        taxYear: kDocument.taxYear,
+        filingStatus: kDocument.filingStatus,
+        data: kDocument.data
+      },
+      distributions,
+      allocations: allocations.map((a) => ({
+        entityId: a.entityId,
+        entityName: a.entityName,
+        ownershipPercent: a.ownershipPercent,
+        allocatedValues: a.allocatedValues
+      })),
+      document: session.documentId
+        ? { id: session.documentId, type: 'K1', name: session.fileName }
+        : null
+    };
+  }
+
   /**
    * Check if a PDF is password-protected (FR-029).
    */

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

@@ -0,0 +1,205 @@
+import { K1ImportDataService } from '@ghostfolio/client/services/k1-import-data.service';
+
+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 { MatFormFieldModule } from '@angular/material/form-field';
+import { MatProgressBarModule } from '@angular/material/progress-bar';
+import { MatSelectModule } from '@angular/material/select';
+import { MatTableModule } from '@angular/material/table';
+import { ActivatedRoute, Router } from '@angular/router';
+
+interface ConfirmationResult {
+  importSession: { id: string; status: string };
+  kDocument: {
+    id: string;
+    partnershipId: string;
+    type: string;
+    taxYear: number;
+    filingStatus: string;
+    data: Record<string, number | null>;
+  };
+  distributions: Array<{
+    id: string;
+    entityId: string;
+    type: string;
+    amount: number;
+    date: string;
+  }>;
+  allocations: Array<{
+    entityId: string;
+    entityName: string;
+    ownershipPercent: number;
+    allocatedValues: Record<string, number>;
+  }>;
+  document: { id: string; type: string; name: string } | null;
+}
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  host: { class: 'page' },
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatButtonModule,
+    MatFormFieldModule,
+    MatProgressBarModule,
+    MatSelectModule,
+    MatTableModule
+  ],
+  selector: 'gf-k1-confirmation',
+  styleUrls: ['./k1-confirmation.scss'],
+  templateUrl: './k1-confirmation.html'
+})
+export class K1ConfirmationComponent implements OnInit {
+  public error: string | null = null;
+  public filingStatus: 'DRAFT' | 'ESTIMATED' | 'FINAL' = 'DRAFT';
+  public filingStatusOptions = ['DRAFT', 'ESTIMATED', 'FINAL'];
+  public existingKDocumentAction: 'UPDATE' | 'CREATE_NEW' | null = null;
+  public hasConflict = false;
+  public isConfirming = false;
+  public isLoading = true;
+  public result: ConfirmationResult | null = null;
+  public sessionId: string;
+  public sessionStatus: string;
+
+  public allocationColumns = [
+    'entityName',
+    'ownershipPercent',
+    'allocatedValues'
+  ];
+
+  public distributionColumns = ['entityId', 'type', 'amount', 'date'];
+
+  public constructor(
+    private readonly activatedRoute: ActivatedRoute,
+    private readonly changeDetectorRef: ChangeDetectorRef,
+    private readonly destroyRef: DestroyRef,
+    private readonly k1ImportDataService: K1ImportDataService,
+    private readonly router: Router
+  ) {}
+
+  public ngOnInit(): void {
+    this.sessionId = this.activatedRoute.snapshot.params['id'];
+    this.loadSession();
+  }
+
+  /**
+   * Confirm the verified K-1 data.
+   */
+  public confirmImport(): void {
+    this.isConfirming = true;
+    this.error = null;
+    this.changeDetectorRef.markForCheck();
+
+    const data: any = {
+      filingStatus: this.filingStatus
+    };
+
+    if (this.existingKDocumentAction) {
+      data.existingKDocumentAction = this.existingKDocumentAction;
+    }
+
+    this.k1ImportDataService
+      .confirmImportSession(this.sessionId, data)
+      .pipe(takeUntilDestroyed(this.destroyRef))
+      .subscribe({
+        next: (res: ConfirmationResult) => {
+          this.result = res;
+          this.isConfirming = false;
+          this.changeDetectorRef.markForCheck();
+        },
+        error: (err) => {
+          this.isConfirming = false;
+
+          // Handle conflict (409) — existing KDocument
+          if (err?.status === 409) {
+            this.hasConflict = true;
+            this.error =
+              'A KDocument already exists for this partnership and tax year. Choose an action below.';
+          } else {
+            this.error =
+              err?.error?.message || err?.message || 'Confirmation failed.';
+          }
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  /**
+   * Navigate back to the K-1 import list.
+   */
+  public goToImportList(): void {
+    this.router.navigate(['/k1-import']);
+  }
+
+  /**
+   * Navigate to the created KDocument detail.
+   */
+  public viewKDocument(): void {
+    if (this.result?.kDocument?.id) {
+      this.router.navigate([
+        '/k-documents',
+        this.result.kDocument.id
+      ]);
+    }
+  }
+
+  /**
+   * Cancel and go back to verification.
+   */
+  public goBackToVerify(): void {
+    this.router.navigate(['/k1-import', this.sessionId, 'verify']);
+  }
+
+  private loadSession(): void {
+    this.k1ImportDataService
+      .fetchImportSession(this.sessionId)
+      .pipe(takeUntilDestroyed(this.destroyRef))
+      .subscribe({
+        next: (session: any) => {
+          this.sessionStatus = session.status;
+
+          if (session.status === 'CONFIRMED') {
+            // Already confirmed — show result view
+            this.result = {
+              importSession: { id: session.id, status: session.status },
+              kDocument: session.kDocumentId
+                ? {
+                    id: session.kDocumentId,
+                    partnershipId: session.partnershipId,
+                    type: 'K1',
+                    taxYear: session.taxYear,
+                    filingStatus: '',
+                    data: {}
+                  }
+                : null,
+              distributions: [],
+              allocations: [],
+              document: null
+            } as any;
+          } else if (session.status !== 'VERIFIED') {
+            this.error = `Session is in ${session.status} status. Must be VERIFIED to confirm.`;
+          }
+
+          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();
+        }
+      });
+  }
+}

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

@@ -0,0 +1,167 @@
+<div class="container">
+  <div class="row">
+    <div class="col">
+      @if (error) {
+        <div class="alert alert-danger mb-3">
+          {{ error }}
+        </div>
+      }
+
+      @if (isLoading) {
+        <mat-progress-bar mode="indeterminate"></mat-progress-bar>
+      } @else if (result) {
+        <!-- Confirmation Result -->
+        <h1 class="h3 mb-4 text-center text-success">K-1 Import Confirmed</h1>
+
+        <!-- KDocument Summary -->
+        <section class="mb-4">
+          <h2 class="h5 mb-3">KDocument Created</h2>
+          <div class="summary-card p-3">
+            <div class="d-flex justify-content-between">
+              <span>ID</span>
+              <strong>{{ result.kDocument.id }}</strong>
+            </div>
+            <div class="d-flex justify-content-between">
+              <span>Type</span>
+              <strong>{{ result.kDocument.type }}</strong>
+            </div>
+            <div class="d-flex justify-content-between">
+              <span>Tax Year</span>
+              <strong>{{ result.kDocument.taxYear }}</strong>
+            </div>
+            <div class="d-flex justify-content-between">
+              <span>Filing Status</span>
+              <strong>{{ result.kDocument.filingStatus }}</strong>
+            </div>
+          </div>
+        </section>
+
+        <!-- Member Allocations -->
+        @if (result.allocations.length > 0) {
+          <section class="mb-4">
+            <h2 class="h5 mb-3">Member Allocations</h2>
+            <table mat-table [dataSource]="result.allocations" class="w-100">
+              <ng-container matColumnDef="entityName">
+                <th mat-header-cell *matHeaderCellDef>Member</th>
+                <td mat-cell *matCellDef="let a">{{ a.entityName }}</td>
+              </ng-container>
+              <ng-container matColumnDef="ownershipPercent">
+                <th mat-header-cell *matHeaderCellDef>Ownership %</th>
+                <td mat-cell *matCellDef="let a">{{ a.ownershipPercent }}%</td>
+              </ng-container>
+              <ng-container matColumnDef="allocatedValues">
+                <th mat-header-cell *matHeaderCellDef>Key Values</th>
+                <td mat-cell *matCellDef="let a">
+                  @if (a.allocatedValues['1'] !== undefined) {
+                    Box 1: {{ a.allocatedValues['1'] | number:'1.2-2' }}
+                  }
+                </td>
+              </ng-container>
+              <tr mat-header-row *matHeaderRowDef="allocationColumns"></tr>
+              <tr mat-row *matRowDef="let row; columns: allocationColumns"></tr>
+            </table>
+          </section>
+        }
+
+        <!-- Distributions -->
+        @if (result.distributions.length > 0) {
+          <section class="mb-4">
+            <h2 class="h5 mb-3">Distribution Records</h2>
+            <table mat-table [dataSource]="result.distributions" class="w-100">
+              <ng-container matColumnDef="entityId">
+                <th mat-header-cell *matHeaderCellDef>Member</th>
+                <td mat-cell *matCellDef="let d">{{ d.entityId }}</td>
+              </ng-container>
+              <ng-container matColumnDef="type">
+                <th mat-header-cell *matHeaderCellDef>Type</th>
+                <td mat-cell *matCellDef="let d">{{ d.type }}</td>
+              </ng-container>
+              <ng-container matColumnDef="amount">
+                <th mat-header-cell *matHeaderCellDef>Amount</th>
+                <td mat-cell *matCellDef="let d">{{ d.amount | number:'1.2-2' }}</td>
+              </ng-container>
+              <ng-container matColumnDef="date">
+                <th mat-header-cell *matHeaderCellDef>Date</th>
+                <td mat-cell *matCellDef="let d">{{ d.date | date:'mediumDate' }}</td>
+              </ng-container>
+              <tr mat-header-row *matHeaderRowDef="distributionColumns"></tr>
+              <tr mat-row *matRowDef="let row; columns: distributionColumns"></tr>
+            </table>
+          </section>
+        }
+
+        <!-- Linked Document -->
+        @if (result.document) {
+          <section class="mb-4">
+            <h2 class="h5 mb-3">Linked Document</h2>
+            <div class="summary-card p-3">
+              <div class="d-flex justify-content-between">
+                <span>File</span>
+                <strong>{{ result.document.name }}</strong>
+              </div>
+              <div class="d-flex justify-content-between">
+                <span>Type</span>
+                <strong>{{ result.document.type }}</strong>
+              </div>
+            </div>
+          </section>
+        }
+
+        <!-- Actions -->
+        <div class="actions d-flex justify-content-between mt-4">
+          <button mat-stroked-button (click)="goToImportList()">
+            Back to Import List
+          </button>
+          <button mat-flat-button color="primary" (click)="viewKDocument()">
+            View KDocument
+          </button>
+        </div>
+      } @else {
+        <!-- Confirmation Form -->
+        <h1 class="h3 mb-4 text-center">Confirm K-1 Import</h1>
+
+        <div class="confirmation-form mx-auto">
+          <div class="mb-3">
+            <mat-form-field class="w-100">
+              <mat-label>Filing Status</mat-label>
+              <mat-select [(ngModel)]="filingStatus">
+                @for (status of filingStatusOptions; track status) {
+                  <mat-option [value]="status">{{ status }}</mat-option>
+                }
+              </mat-select>
+            </mat-form-field>
+          </div>
+
+          @if (hasConflict) {
+            <div class="mb-3">
+              <mat-form-field class="w-100">
+                <mat-label>Existing KDocument Action</mat-label>
+                <mat-select [(ngModel)]="existingKDocumentAction">
+                  <mat-option value="UPDATE">Update existing</mat-option>
+                  <mat-option value="CREATE_NEW">Create new version</mat-option>
+                </mat-select>
+              </mat-form-field>
+            </div>
+          }
+
+          <div class="d-flex justify-content-between">
+            <button mat-stroked-button (click)="goBackToVerify()">
+              Back to Verify
+            </button>
+            <button
+              mat-flat-button
+              color="primary"
+              [disabled]="isConfirming || (hasConflict && !existingKDocumentAction)"
+              (click)="confirmImport()">
+              @if (isConfirming) {
+                Confirming...
+              } @else {
+                Confirm & Create KDocument
+              }
+            </button>
+          </div>
+        </div>
+      }
+    </div>
+  </div>
+</div>

apps/client/src/app/pages/k1-import/k1-confirmation/k1-confirmation.scss

@@ -0,0 +1,37 @@
+:host {
+  display: block;
+}
+
+.confirmation-form {
+  max-width: 480px;
+}
+
+.summary-card {
+  border: 1px solid var(--border-color, #e0e0e0);
+  border-radius: 8px;
+
+  > div {
+    padding: 4px 0;
+    border-bottom: 1px solid var(--border-color, #f0f0f0);
+
+    &:last-child {
+      border-bottom: none;
+    }
+  }
+}
+
+.text-success {
+  color: #4caf50;
+}
+
+.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;
+}
+
+.actions {
+  padding-bottom: 2rem;
+}

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

@@ -20,5 +20,14 @@ export const routes: Routes = [
       ),
     path: ':id/verify',
     title: 'Verify K-1 Import'
+  },
+  {
+    canActivate: [AuthGuard],
+    loadComponent: () =>
+      import('./k1-confirmation/k1-confirmation.component').then(
+        (c) => c.K1ConfirmationComponent
+      ),
+    path: ':id/confirm',
+    title: 'Confirm K-1 Import'
   }
 ];

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

@@ -106,12 +106,12 @@
 
 ### Implementation for User Story 3
 
-- [ ] T032 [P] [US3] Create confirm DTO (filingStatus, existingKDocumentAction) in apps/api/src/app/k1-import/dto/confirm-k1.dto.ts
+- [X] T032 [P] [US3] Create confirm DTO (filingStatus, existingKDocumentAction) in apps/api/src/app/k1-import/dto/confirm-k1.dto.ts
-- [ ] T033 [US3] Implement K1 allocation service (allocate line items to members by ownership % as of tax year end, rounding adjustment on largest member per validation rule 8) in apps/api/src/app/k1-import/k1-allocation.service.ts
+- [X] T033 [US3] Implement K1 allocation service (allocate line items to members by ownership % as of tax year end, rounding adjustment on largest member per validation rule 8) in apps/api/src/app/k1-import/k1-allocation.service.ts
-- [ ] T034 [US3] Implement confirmation logic in K1 import service (create KDocument with type K1 and verified box values, create Distribution records for Box 19a/19b, create Document record for PDF, link all records per FR-012 through FR-015) in apps/api/src/app/k1-import/k1-import.service.ts
+- [X] T034 [US3] Implement confirmation logic in K1 import service (create KDocument with type K1 and verified box values, create Distribution records for Box 19a/19b, create Document record for PDF, link all records per FR-012 through FR-015) in apps/api/src/app/k1-import/k1-import.service.ts
-- [ ] T035 [US3] Implement duplicate KDocument detection (check existing partnershipId + type K1 + taxYear, prompt UPDATE vs CREATE_NEW per FR-016) in apps/api/src/app/k1-import/k1-import.service.ts
+- [X] T035 [US3] Implement duplicate KDocument detection (check existing partnershipId + type K1 + taxYear, prompt UPDATE vs CREATE_NEW per FR-016) in apps/api/src/app/k1-import/k1-import.service.ts
-- [ ] T036 [US3] Add POST /api/v1/k1-import/:id/confirm endpoint to apps/api/src/app/k1-import/k1-import.controller.ts
+- [X] T036 [US3] Add POST /api/v1/k1-import/:id/confirm endpoint to apps/api/src/app/k1-import/k1-import.controller.ts
-- [ ] T037 [US3] Create K1 confirmation result component (displays created KDocument summary, member allocations table, distribution records, linked Document) in apps/client/src/app/pages/k1-import/k1-confirmation/k1-confirmation.component.ts
+- [X] T037 [US3] Create K1 confirmation result component (displays created KDocument summary, member allocations table, distribution records, linked Document) in apps/client/src/app/pages/k1-import/k1-confirmation/k1-confirmation.component.ts
 
 **Checkpoint**: At this point, the complete K-1 import pipeline (upload → extract → verify → confirm → auto-create) is functional — this is the MVP