Version History

Workpapers are governed records that require full traceability. AIIA automatically creates a version snapshot every time a workpaper is saved, providing a complete history of all changes.

How Versioning Works

Each time a workpaper is saved, the system creates a WorkpaperVersion record containing:

Field	Description
version_number	Sequential version number (1, 2, 3, ...)
content_snapshot	Full JSON snapshot of the workpaper content at that point
created_at	Timestamp of when the version was created
created_by_id	User who made the change
change_summary	Optional description of what changed

Viewing Version History

1. Open a workpaper
2. Click the Version History button (🕐 icon) in the toolbar
3. A timeline panel shows all versions with:
   • Version number
   • Author
   • Timestamp
   • Change summary (if provided)

Comparing Versions

1. Select two versions from the timeline
2. Click Compare
3. A diff view highlights:
   • Added content in green
   • Removed content in red
   • Unchanged content in gray

This helps reviewers understand exactly what changed between reviews.

Restoring a Previous Version

warning

Restoring a version does not delete the current version. Instead, it creates a new version based on the restored content. The full history is always preserved.

1. Select the version you want to restore
2. Click Restore This Version
3. Confirm the action
4. A new version is created with the restored content
5. The change summary is set to "Restored from version {N}"

Version Rules

• Versions are immutable — once created, they cannot be modified or deleted
• Version history is visible to anyone who can view the workpaper
• The version timeline is included in audit trail exports
• AI-assisted edits are versioned with ai_execution_id for traceability

Review Workflow & Versions

Versions interact with the review workflow:

1. Preparer saves → version created
2. Submits for review → status changes to IN_REVIEW
3. Reviewer adds comments → ReviewPoint records created
4. Preparer addresses comments → new version created
5. Reviewer approves → status changes to REVIEWED, Signoff created

Each step in this workflow creates auditable records tied to specific versions.

Permissions

Action	Auditor	Manager	CAE
View version history	✅	✅	✅
Compare versions	✅	✅	✅
Restore a version	✅ Own	✅	✅