cim_summary/.kiro/specs/cim-document-processor/tasks.md

                                                                                                                                                                                                                                                                                  # Implementation Plan

• 1. Set up project structure and core configuration

  • Create directory structure for frontend (React) and backend (Node.js/Express)
  • Initialize package.json files with required dependencies
  • Set up TypeScript configuration for both frontend and backend
  • Configure build tools (Vite for frontend, ts-node for backend)
  • Create environment configuration files and validation
  • Requirements: All requirements depend on proper project setup

• 2. Implement database schema and models

  • Set up PostgreSQL database connection and configuration
  • Create database migration files for User, Document, DocumentFeedback, DocumentVersion, and ProcessingJob tables
  • Implement TypeScript interfaces and database models using an ORM (Prisma or TypeORM)
  • Create database seeding scripts for development
  • Write unit tests for database models and relationships
  • Requirements: 1.2, 1.3, 1.4, 1.5, 1.6, 1.7, 1.8, 1.9

• 3. Build authentication system

  • Implement JWT token generation and validation utilities
  • Create user registration and login API endpoints
  • Build password hashing and validation functions
  • Implement session management with Redis integration
  • Create authentication middleware for protected routes
  • Write unit tests for authentication functions and middleware
  • Requirements: 1.1, 1.2, 1.3, 1.4, 1.5

• 4. Create basic frontend authentication UI

  • Build login form component with validation
  • Implement authentication context and state management
  • Create protected route wrapper component
  • Build logout functionality
  • Add error handling and user feedback for authentication
  • Write component tests for authentication UI
  • Requirements: 1.1, 1.2, 1.3, 1.4, 1.5

• 5. Create main backend server and API infrastructure

  • Create main Express server entry point (index.ts)
  • Set up middleware (CORS, helmet, morgan, rate limiting)
  • Configure route mounting and error handling
  • Create document upload API endpoints structure
  • Set up basic API response formatting
  • Write integration tests for server setup
  • Requirements: 2.1, 2.2, 2.3, 2.4, 2.5, 2.6

• 6. Implement file upload backend infrastructure

  • Set up multer middleware for file uploads with validation
  • Create file storage service (local filesystem or AWS S3)
  • Implement PDF file validation (type, size, format)
  • Build file cleanup utilities for failed uploads
  • Create upload progress tracking system
  • Write unit tests for file upload validation and storage
  • Requirements: 2.1, 2.2, 2.3, 2.4, 2.5, 2.6

• 7. Build file upload frontend interface

  • Create drag-and-drop file upload component
  • Implement upload progress display with real-time updates
  • Add file validation feedback and error messages
  • Build upload success confirmation and next steps UI
  • Integrate with backend upload API endpoints
  • Write component tests for upload functionality
  • Requirements: 2.1, 2.2, 2.3, 2.4, 2.5, 2.6

• 8. Implement PDF text extraction service

  • Install and configure PDF parsing library (pdf-parse)
  • Create text extraction service with error handling
  • Implement text chunking for large documents
  • Add text quality validation and cleanup
  • Create extraction progress tracking
  • Write unit tests for text extraction with sample PDFs
  • Requirements: 3.1, 3.8

• 9. Set up job queue system for background processing

  • Configure Bull queue with Redis backend
  • Create job types for text extraction, LLM processing, and PDF generation
  • Implement job progress tracking and status updates
  • Build job retry logic with exponential backoff
  • Create job monitoring and cleanup utilities
  • Write unit tests for job queue functionality
  • Requirements: 3.5, 3.6, 3.8

• 10. Implement LLM integration service

  • Set up OpenAI or Anthropic API client with configuration
  • Create prompt templates for Part 1 (CIM Data Extraction) and Part 2 (Investment Analysis)
  • Implement token counting and document chunking logic
  • Build LLM response validation and retry mechanisms
  • Create cost tracking and rate limiting
  • Write unit tests with mocked LLM responses
  • Requirements: 3.2, 3.3, 3.4, 3.6, 3.7, 3.8, 4.1, 4.2, 4.3, 4.4, 4.5, 4.6, 4.7

• 11. Build document processing workflow orchestration

  • Create main processing service that coordinates all steps
  • Implement workflow: upload → text extraction → LLM processing → storage
  • Add error handling and recovery for each processing step
  • Build processing status updates and user notifications
  • Create processing history and audit logging
  • Write integration tests for complete processing workflow
  • Requirements: 3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.7, 3.8

• 12. Implement markdown to PDF conversion service

  • Set up Puppeteer for PDF generation from markdown
  • Create PDF styling and formatting templates
  • Implement PDF generation with proper error handling
  • Add PDF file naming with timestamps
  • Create PDF validation and quality checks
  • Write unit tests for PDF generation with sample markdown
  • Requirements: 5.3, 5.4, 5.5, 5.6

• 13. Build document download API endpoints

  • Create API endpoints for markdown and PDF downloads
  • Implement secure file serving with authentication checks
  • Add download logging and audit trails
  • Build file streaming for large PDF downloads
  • Create download error handling and user feedback
  • Write unit tests for download endpoints
  • Requirements: 5.1, 5.2, 5.3, 5.4, 5.5, 5.6

• 14. Create user dashboard frontend

  • Build document list component with status indicators
  • Implement real-time processing status updates using WebSockets or polling
  • Create document detail view with metadata display
  • Add download buttons for completed documents
  • Build error display and retry functionality
  • Write component tests for dashboard functionality
  • Requirements: 6.1, 6.2, 6.3, 6.4, 6.5, 6.6

• 15. Implement feedback and regeneration system

  • Create feedback submission API endpoints
  • Build feedback storage and retrieval functionality
  • Implement document regeneration with user instructions
  • Create version history tracking and management
  • Add regeneration progress tracking and notifications
  • Write unit tests for feedback and regeneration features
  • Requirements: 7.1, 7.2, 7.3, 7.4, 7.5, 7.6, 7.7

• 16. Build feedback and regeneration UI

  • Create feedback form component with text input
  • Implement regeneration request interface
  • Build version history display and navigation
  • Add regeneration progress indicators
  • Create comparison view for different versions
  • Write component tests for feedback UI
  • Requirements: 7.1, 7.2, 7.3, 7.4, 7.5, 7.6, 7.7

• 17. Implement admin dashboard backend

  • Create admin-only API endpoints for system overview
  • Build user management functionality (view, disable users)
  • Implement system-wide document access and management
  • Create admin audit logging and activity tracking
  • Add storage metrics and system health monitoring
  • Write unit tests for admin functionality
  • Requirements: 8.1, 8.2, 8.3, 8.4, 8.5, 8.6, 8.7, 8.8, 8.9

• 18. Build admin dashboard frontend

  • Create admin panel with user and document overview
  • Implement document search and filtering functionality
  • Build user management interface
  • Add system metrics and storage usage displays
  • Create admin action confirmation dialogs
  • Write component tests for admin UI
  • Requirements: 8.1, 8.2, 8.3, 8.4, 8.5, 8.6, 8.7, 8.8, 8.9

• 19. Implement comprehensive error handling and logging

  • Set up Winston logging with different log levels
  • Create centralized error handling middleware
  • Implement error categorization and user-friendly messages
  • Add error recovery and retry mechanisms
  • Create error monitoring and alerting system
  • Write tests for error scenarios and recovery
  • Requirements: 9.1, 9.2, 9.3, 9.4, 9.5, 9.6

• 20. Add security hardening and validation

  • Implement input sanitization and validation middleware
  • Add rate limiting to all API endpoints
  • Create file security scanning integration
  • Implement CORS and security headers
  • Add audit logging for sensitive operations
  • Write security tests and penetration testing scenarios
  • Requirements: 9.4, 9.5, 9.6

• 21. Create comprehensive test suite

  • Write integration tests for complete user workflows
  • Create end-to-end tests using Playwright
  • Implement performance tests for file processing
  • Add load testing for concurrent uploads
  • Create test data fixtures and mock services
  • Set up continuous integration test pipeline
  • Requirements: All requirements need comprehensive testing

• 22. Build deployment configuration and documentation

  • Create Docker containers for frontend and backend
  • Set up database migration and seeding scripts
  • Create environment-specific configuration files
  • Build deployment scripts and CI/CD pipeline
  • Write API documentation and user guides
  • Create monitoring and health check endpoints
  • Requirements: System deployment supports all requirements