proposal-system/web/src/pages/admin/customers/CustomerManagementPage.tsx

315 lines
10 KiB
TypeScript
Raw Normal View History

feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
import { useState } from 'react';
import { useForm } from 'react-hook-form';
import { zodResolver } from '@hookform/resolvers/zod';
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
import {
Box,
Typography,
Card,
CardContent,
Table,
TableBody,
TableCell,
TableContainer,
TableHead,
TableRow,
TablePagination,
TextField,
InputAdornment,
Button,
Skeleton,
IconButton,
Tooltip,
Dialog,
DialogTitle,
DialogContent,
DialogActions,
Alert,
} from '@mui/material';
import SearchIcon from '@mui/icons-material/Search';
import AddIcon from '@mui/icons-material/Add';
import EditIcon from '@mui/icons-material/Edit';
import ErrorOutlineIcon from '@mui/icons-material/ErrorOutlined';
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
import {
useCustomerList,
useCreateCustomer,
useUpdateCustomer,
} from '../../../domain/customers/use-cases';
import type { Customer } from '../../../domain/customers/types';
import {
customerFormSchema,
toCustomerRequest,
type CustomerFormValues,
} from '../../../domain/customers/schemas';
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
import { DEFAULT_PAGE, DEFAULT_PAGE_SIZE, DEBOUNCE_SEARCH } from '../../../constants';
import { useDocumentTitle } from '../../../hooks/useDocumentTitle';
fix(web): apply Phase 4 code-review findings (10 correctness + 4 cleanup) Correctness: - State-transition mutations now invalidate every cached view via invalidateProposalViews (detail + line items + lists + stats + admin dashboard) — approving no longer leaves a stale queue for the 5-minute staleTime - Presigned S3 PUT moved to proposals/api.ts with res.ok check — a rejected upload is no longer confirmed as uploaded - toCustomerRequest always sends contactEmail ('' clears); API create path normalizes empty->null to match the update path — customer emails can now be cleared from the UI - Shared Number-based numeric form fields (domain/shared/formFields): '12abc' no longer silently coerces to 12 in the pricing library - Customer create/update invalidate customersKeys.all so cached search autocompletes see new customers - AdminWorkspace clears dirty right after a successful implicit save, before approve — no false unsaved-changes prompt when approve fails - ProposalFormPage submit gate and missing-fields caption derive from ONE checks list (missing customer is now listed) - Empty states gated on !err in ProposalListPage/AdminDashboard — no contradictory error + 'no proposals' UI - VendorDataPanel migrated to useVendorProposals (kills the divergent ['vendorProposals', id] cache key and the inline apiClient query) - useCustomerList/usePricingLibraryList get keepPreviousData — no TablePagination out-of-range flash on page change Cleanup: - Dead speculative hooks removed (useCreate/BulkUpdate/DeleteLineItem, useUpdateProposal, useProposalHistory/Audit, lineItemRowFormSchema, toUpdateLineItemEntry); tests moved to the live save path (useSaveProposalWorkspace) - Shared useDebouncedValue hook replaces 4 drifted inline debounce copies (one leaked its timer on unmount, two hardcoded 300ms); DEBOUNCE_AUTOCOMPLETE=300 named - Fix: WEB-H5 / WEB-H6 finding-ID markers restored at the relocated onError handlers (CLAUDE.md traceability) - shared/api-contracts gains an exports map; /schemas resolver alias deduplicated from 3 copies to the tsconfig paths mapping Verify: tsc clean, vitest 51/51 (tests updated to pin the new invalidation/mapper behavior + new '12abc' rejection test), vite build OK, dotnet 166/166.
2026-07-13 19:06:08 -04:00
import { useDebouncedValue } from '../../../hooks/useDebouncedValue';
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
const COL_COUNT = 4; // Name, Address, Contact Email, Actions
const EMPTY_FORM: CustomerFormValues = { name: '', address: '', contactEmail: '' };
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
export default function CustomerManagementPage() {
useDocumentTitle('Customer Management');
// --- List state ---
const [search, setSearch] = useState('');
const [page, setPage] = useState(DEFAULT_PAGE);
const [pageSize, setPageSize] = useState(DEFAULT_PAGE_SIZE);
fix(web): apply Phase 4 code-review findings (10 correctness + 4 cleanup) Correctness: - State-transition mutations now invalidate every cached view via invalidateProposalViews (detail + line items + lists + stats + admin dashboard) — approving no longer leaves a stale queue for the 5-minute staleTime - Presigned S3 PUT moved to proposals/api.ts with res.ok check — a rejected upload is no longer confirmed as uploaded - toCustomerRequest always sends contactEmail ('' clears); API create path normalizes empty->null to match the update path — customer emails can now be cleared from the UI - Shared Number-based numeric form fields (domain/shared/formFields): '12abc' no longer silently coerces to 12 in the pricing library - Customer create/update invalidate customersKeys.all so cached search autocompletes see new customers - AdminWorkspace clears dirty right after a successful implicit save, before approve — no false unsaved-changes prompt when approve fails - ProposalFormPage submit gate and missing-fields caption derive from ONE checks list (missing customer is now listed) - Empty states gated on !err in ProposalListPage/AdminDashboard — no contradictory error + 'no proposals' UI - VendorDataPanel migrated to useVendorProposals (kills the divergent ['vendorProposals', id] cache key and the inline apiClient query) - useCustomerList/usePricingLibraryList get keepPreviousData — no TablePagination out-of-range flash on page change Cleanup: - Dead speculative hooks removed (useCreate/BulkUpdate/DeleteLineItem, useUpdateProposal, useProposalHistory/Audit, lineItemRowFormSchema, toUpdateLineItemEntry); tests moved to the live save path (useSaveProposalWorkspace) - Shared useDebouncedValue hook replaces 4 drifted inline debounce copies (one leaked its timer on unmount, two hardcoded 300ms); DEBOUNCE_AUTOCOMPLETE=300 named - Fix: WEB-H5 / WEB-H6 finding-ID markers restored at the relocated onError handlers (CLAUDE.md traceability) - shared/api-contracts gains an exports map; /schemas resolver alias deduplicated from 3 copies to the tsconfig paths mapping Verify: tsc clean, vitest 51/51 (tests updated to pin the new invalidation/mapper behavior + new '12abc' rejection test), vite build OK, dotnet 166/166.
2026-07-13 19:06:08 -04:00
// Debounced search resets to page 1 (shared hook — the previous inline
// timer leaked on unmount).
const debouncedSearch = useDebouncedValue(search, DEBOUNCE_SEARCH, () => setPage(1));
const handleSearchChange = (value: string) => setSearch(value);
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
const { data, isLoading, isError, refetch } = useCustomerList({
search: debouncedSearch || undefined,
page,
pageSize,
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
});
const rows = data?.items ?? [];
const totalCount = data?.totalCount ?? 0;
// --- Dialog state ---
const [dialogOpen, setDialogOpen] = useState(false);
const [editingCustomer, setEditingCustomer] = useState<Customer | null>(null);
const isEditing = editingCustomer !== null;
const {
register,
handleSubmit,
reset,
formState: { errors },
} = useForm<CustomerFormValues>({
resolver: zodResolver(customerFormSchema),
defaultValues: EMPTY_FORM,
});
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
const openCreateDialog = () => {
setEditingCustomer(null);
reset(EMPTY_FORM);
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
setDialogOpen(true);
};
const openEditDialog = (customer: Customer) => {
setEditingCustomer(customer);
reset({
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
name: customer.name,
address: customer.addresses?.[0] ?? '',
contactEmail: customer.contactEmail ?? '',
});
setDialogOpen(true);
};
const closeDialog = () => {
setDialogOpen(false);
setEditingCustomer(null);
reset(EMPTY_FORM);
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
};
// --- Mutations (domain hooks: invalidation + toasts live in the hooks) ---
const createMutation = useCreateCustomer();
const updateMutation = useUpdateCustomer();
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
const onSubmit = (values: CustomerFormValues) => {
feat(contracts): adopt shared api-contracts in web, add zod schemas and ProblemDetails codes Closes WEB-M5 (web hand-duplicated wire types, standing drift risk): - shared/api-contracts: rewritten as the authoritative superset of the .NET DTOs (ProposalListItem/ProposalDetail with poNumber and submittedByName, line item requests, customers, pricing library, dashboard, audit, sites, auth, presigned upload, ApiProblem); stale Proposal/UpdateLineItemsRequest shapes removed - shared/api-contracts/src/schemas.ts: zod runtime schemas coupled to every wire type via `satisfies z.ZodType<T>` (schema/type drift is now a compile error); separate entrypoint so type-only consumers (mobile) never pull zod - web: imports @proposal-system/api-contracts (file: dep + tsconfig paths + vite preserveSymlinks); all 7 lib/api modules re-export shared types so page imports stay stable; enum unions tightened (PricingLibraryPage form state now ServiceCategory-typed) - fix(web): customer create/update sent a singular `address` field the API silently dropped (contract is addresses: string[], CustomerDtos.cs) - addresses now round-trip, extra addresses preserved on edit - api: ProblemDetails responses carry a machine-readable top-level `code` (SHOC error-code vocabulary): ValidationFailed, InvalidStateTransition, NotFound, Unauthorized, InternalError; new BusinessRuleException(code, message) maps to 422 with its code; GlobalExceptionHandlerTests cover the full mapping (wire contract) Cross-checked .NET DTOs vs TS types vs zod schemas with the orchestrator scanner (Gemini): core domains consistent; internal-only DTOs (FileDtos vendor/lambda surface, SimilarProposalDtos, UserDtos admin surface) intentionally uncovered. Verify: dotnet 166/166, web tsc + vitest 26/26 + build, mobile tsc, shared tsc all green.
2026-07-13 17:19:42 -04:00
// Fix: WEB-M5 — the API contract is addresses: string[] (CustomerDtos.cs);
// the old singular `address` field was silently dropped by model binding.
// The form edits the primary address; any additional addresses are preserved
// (toCustomerRequest maps to addresses: [primary, ...rest]).
const payload = toCustomerRequest(values, editingCustomer?.addresses ?? []);
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
if (isEditing) {
updateMutation.mutate(
{ id: editingCustomer.id, data: payload },
{ onSuccess: closeDialog }
);
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
} else {
createMutation.mutate(payload, { onSuccess: closeDialog });
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
}
};
const isSaving = createMutation.isPending || updateMutation.isPending;
return (
<Box>
<Box sx={{ display: 'flex', alignItems: 'center', justifyContent: 'space-between', mb: 3 }}>
<Typography variant="h5">Customer Management</Typography>
<Button
variant="contained"
startIcon={<AddIcon />}
onClick={openCreateDialog}
>
New Customer
</Button>
</Box>
<Card>
<CardContent sx={{ pb: 0 }}>
{/* Search bar */}
<Box sx={{ display: 'flex', gap: 2, mb: 2, flexWrap: 'wrap' }}>
<TextField
size="small"
placeholder="Search customers..."
value={search}
onChange={(e) => handleSearchChange(e.target.value)}
sx={{ width: 300 }}
slotProps={{
input: {
startAdornment: (
<InputAdornment position="start">
<SearchIcon fontSize="small" />
</InputAdornment>
),
},
}}
/>
</Box>
{/* Error state */}
{isError && (
<Alert
severity="error"
icon={<ErrorOutlineIcon />}
action={
<Button color="inherit" size="small" onClick={() => refetch()}>
Retry
</Button>
}
sx={{ mb: 2 }}
>
Failed to load customers. Please try again.
</Alert>
)}
{/* Table */}
<TableContainer>
<Table size="small">
<TableHead>
<TableRow>
<TableCell>Name</TableCell>
<TableCell>Address</TableCell>
<TableCell>Contact Email</TableCell>
<TableCell sx={{ width: 60 }} />
</TableRow>
</TableHead>
<TableBody>
{isLoading
? Array.from({ length: 5 }).map((_, i) => (
<TableRow key={i}>
{Array.from({ length: COL_COUNT }).map((_, j) => (
<TableCell key={j}>
<Skeleton variant="text" />
</TableCell>
))}
</TableRow>
))
: rows.map((customer) => (
<TableRow key={customer.id} hover>
<TableCell sx={{ fontWeight: 600 }}>{customer.name}</TableCell>
<TableCell>{customer.addresses?.[0] ?? '-'}</TableCell>
<TableCell>
{customer.contactEmail ? (
customer.contactEmail
) : (
<Typography
component="span"
sx={{ color: '#94A3B8', fontStyle: 'italic', fontSize: 'inherit' }}
>
No email
</Typography>
)}
</TableCell>
<TableCell>
<Tooltip title="Edit customer" arrow>
<IconButton
size="small"
onClick={() => openEditDialog(customer)}
>
<EditIcon fontSize="small" />
</IconButton>
</Tooltip>
</TableCell>
</TableRow>
))}
{!isLoading && rows.length === 0 && !isError && (
<TableRow>
<TableCell colSpan={COL_COUNT} align="center" sx={{ py: 4 }}>
<Typography color="text.secondary">
{debouncedSearch
? 'No customers match your search.'
: 'No customers yet. Click "New Customer" to add one.'}
</Typography>
</TableCell>
</TableRow>
)}
</TableBody>
</Table>
</TableContainer>
<TablePagination
component="div"
count={totalCount}
page={page - 1}
onPageChange={(_, newPage) => setPage(newPage + 1)}
rowsPerPage={pageSize}
onRowsPerPageChange={(e) => setPageSize(parseInt(e.target.value, 10))}
rowsPerPageOptions={[12, 24, 48]}
/>
</CardContent>
</Card>
{/* Create / Edit Dialog */}
<Dialog open={dialogOpen} onClose={closeDialog} maxWidth="sm" fullWidth>
<form onSubmit={handleSubmit(onSubmit)} noValidate>
<DialogTitle>{isEditing ? 'Edit Customer' : 'New Customer'}</DialogTitle>
<DialogContent>
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2, mt: 1 }}>
<TextField
label="Name"
{...register('name')}
error={!!errors.name}
helperText={errors.name?.message}
size="small"
required
fullWidth
autoFocus
/>
<TextField
label="Address"
{...register('address')}
error={!!errors.address}
helperText={errors.address?.message}
size="small"
required
fullWidth
/>
<TextField
label="Contact Email"
type="email"
{...register('contactEmail')}
error={!!errors.contactEmail}
helperText={errors.contactEmail?.message || 'Optional. Used for proposal PDF delivery.'}
size="small"
fullWidth
/>
</Box>
</DialogContent>
<DialogActions>
<Button onClick={closeDialog} disabled={isSaving}>
Cancel
</Button>
<Button
type="submit"
variant="contained"
disabled={isSaving}
>
{isSaving ? (isEditing ? 'Saving...' : 'Creating...') : isEditing ? 'Save Changes' : 'Create Customer'}
</Button>
</DialogActions>
</form>
feat: proposal delivery — email customers the PDF on Mark as Sent (#126) * feat: proposal delivery — email customers the PDF on "Mark as Sent" Makes the system's namesake feature real: marking a proposal Sent now emails the customer an expiring link to the branded PDF, and customers are managed (with contact emails) instead of hardcoded. v1 PR4. API: - Customer.ContactEmail + migration; Customer list/update endpoints. Search stays additive at GET /api/customers?query= (frozen-mobile + web compat); new paginated list at GET /api/customers/list (admin). - IEmailService (SesEmailService v2 / DevEmailService, dev-gated). MarkSentAsync resolves the customer's email, presigns the latest PDF (7d), and sends via SES. Email/presign failures are caught + audited and NEVER roll back the Sent transition. - Startup EF migration guarded by a Postgres advisory lock (concurrency-safe). Infra: - SES email identity (proposals@seahavenind.com); least-privilege ses:SendEmail/ SendRawEmail scoped to the identity ARN + ses:FromAddress condition; SES_FROM_ADDRESS env. SES starts in sandbox — production access needed for unverified recipients. Web: - Customer management page (/admin/customers): list / create / edit incl. contact email. - New-proposal form searches real customers (free-solo) instead of a hardcoded value. - Mark-as-Sent dialog notes the PDF will be emailed to the customer. GPT-4.1 cross-review (SES IAM): no BLOCK (ses:FromAddress condition applied). Verified: api build + 121 tests; web tsc + 26 tests; infra tsc; ruff clean. * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> * Potential fix for pull request finding 'CodeQL / Exposure of private information' Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com> --------- Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-06-18 12:40:55 -04:00
</Dialog>
</Box>
);
}