TODO.md

TODO: Investor Statement PDF/UA Accessibility Tags

Step 1: Create src/services/statementDataProvider.ts

• Design data types for StatementContent
• Implement StatementDataProvider class with data fetching logic
• Export factory function

Step 2: Create PDF/UA Document Builder in statementPdfService.ts

• Implement PdfDocumentBuilder class
• Build PDF/UA structure: MarkInfo, StructTreeRoot, RoleMap, ParentTree
• Build content stream with marked-content operators (BDC/EMC)
• Build XMP metadata for PDF/UA
• Build content sections: title, period, investor info, holdings, transactions, distributions

Step 3: Rewrite renderStatementPdfBytes() and update pipeline

• Update function to accept StatementContent
• Integrate PdfDocumentBuilder
• Update makeStatementRenderFn to fetch data before rendering

Step 4: Update Tests

• Update statementPdfService tests for PDF/UA compliance
• Update batch worker tests for new data flow

Step 5: Update Documentation

• Update docs/investor-statement-batch-pipeline.md