proposal-system/web/src/pages/proposals/form/ProposalFormPage.tsx

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Implement Phases 2-5: Frontend, AI/RAG, PDF Generation (#22) * Fix NuGet versions and add InitialCreate EF Core migration - Update AWSSDK.SQS and AWSSDK.SecretsManager to 3.7.500.0 (actual available versions) - Update AWSSDK.Extensions.NETCore.Setup to 3.7.400 - Generate InitialCreate migration for PostgreSQL (all 8 entities) - Build verified: 0 errors, 0 warnings * Implement Dispatcher Frontend (Phase 2) React 19 + MUI v7 + TypeScript + Vite SPA matching SHOC patterns: Redux Toolkit (auth/ui slices), TanStack React Query, axios interceptors, react-toastify, Cognito OAuth PKCE login flow, paginated proposal list, new proposal form with customer autocomplete and vendor PDF upload, read-only proposal detail with status stepper timeline. * Add AuthController for Cognito code exchange and .env.example Backend endpoint POST /api/auth/callback exchanges the OAuth authorization code with Cognito's token endpoint, auto-provisions the user in the DB, and returns the access token to the frontend. * Implement Admin Frontend Experience (Phase 3) Three-panel admin workspace: left reference panel (submission details, vendor data), center editor (refined scope, inline line item table with reorder/add/remove/pricing), right similar proposals panel (KB results with pull-to-editor). Admin dashboard with stats cards and proposal queue table. Approval flow with confirmation dialog, mark-as-sent, and create-revision actions. Role-based sidebar navigation. * Implement backend dev mode, internal API auth, and service layer enhancements - Add dev-login endpoint with local JWT signing for local development - Add InternalApiKeyMiddleware with timing-safe comparison for Lambda-to-API auth - Add DevS3Service and NoOpJobPublisher for running without AWS services - Implement CurrentUserService cascading user resolution (ID → sub → email → create) - Add async ResolveAsync() to avoid synchronous DB calls in request pipeline - Add /proposals/stats endpoint for efficient server-side status counts - Guard status transitions: only allow Draft → InReview via update endpoint - Add vendor proposals, generated PDFs, and similar proposals controllers - Add ISimilarProposalService and SimilarProposalService - Add [Authorize] to AddSimilarReference endpoint * Implement Lambda functions for PDF processing, suggestions, and library ingest - pdf-extract: Parse vendor PDFs with pdfplumber, fallback to Claude multimodal - pdf-generate: Generate branded proposal PDFs with reportlab Platypus - library-ingest: Format approved proposals as markdown and sync to Bedrock KB - suggestions: Query KB for similar proposals, generate line items via Claude - All Lambdas use internal API key auth and cold-start secret caching - Fix pdf_path unbound variable in pdf-extract error handling * Add Bedrock Knowledge Base, OpenSearch Serverless, and SQS message filtering - Provision OpenSearch Serverless collection for vector search - Create Bedrock Knowledge Base with Titan embedding model - Configure S3 data source with fixed-size chunking (512 tokens, 20% overlap) - Add suggestions Lambda with SQS event source filtering - Scope bedrock:InvokeModel IAM to specific model ARN patterns - Add internal API key secret in Secrets Manager - Add log retention (2 months) to all Lambda functions - Add docker-compose.yml for local PostgreSQL * Apply SHOC design system styling across frontend - Rewrite theme with SHOC palette (#0c4f6f primary, Nunito font, 4px radius) - Add global CSS with Google Fonts import for Nunito - Redesign Topbar with avatar initials, role subtitle, gradient header - Redesign Sidebar with 220px width, section headers, active state border - Restyle LoginPage with SHOC branded card and dev-mode role selector - Update AdminDashboard KPI cards to centered SHOC style - Add devLogin API method for local development auth flow * Fix frontend navigation bugs, differentiate Dashboard from Proposals list - Fix double nav selection by adding isNavActive() with ALL_NAV_PATHS set - Fix /admin/users routing to placeholder instead of redirect to / - Fix ProposalDetailPage Back button navigating to / instead of /proposals - Differentiate Dashboard (KPI cards + recent 5) from ProposalListPage (full paginated table) - Dashboard now uses dedicated /proposals/stats endpoint for accurate counts - Fix adminApi.getPdf dead code (axios rejects before status check) - Wire up PDF generation button in AdminWorkspace - Adjust layout: 220px drawer, 10px content padding, 64px toolbar height * Add appsettings.Development.json to gitignore Prevent dev-only signing keys and connection strings from being committed. * Fix CI failures: unused Python imports and CDK synth asset path CDK synth job needs the .NET API published first so the Lambda asset path exists. Python lint had 3 unused imports in pdf-generate. * Apply ruff formatting to all Lambda Python files
2026-05-17 13:06:23 -04:00
import { useState, useCallback } from 'react';
import { useNavigate } from 'react-router-dom';
import { useMutation } from '@tanstack/react-query';
import {
Box,
Typography,
Card,
CardContent,
TextField,
Button,
Grid,
MenuItem,
Autocomplete,
CircularProgress,
} from '@mui/material';
import SendIcon from '@mui/icons-material/Send';
import { toast } from 'react-toastify';
import { proposalsApi, type CreateProposalRequest } from '../../../lib/api/proposals';
import { customersApi, type Customer } from '../../../lib/api/customers';
import { SERVICE_CATEGORIES, PRIORITIES } from '../../../constants';
import { queryClient } from '../../../lib/queryClient';
export default function ProposalFormPage() {
const navigate = useNavigate();
const [form, setForm] = useState<CreateProposalRequest>({
workOrderNumber: '',
customerName: '',
customerAddress: '',
scopeOfWork: '',
serviceCategory: '',
priority: 'Standard',
notes: '',
});
const [customers, setCustomers] = useState<Customer[]>([]);
const [customerLoading, setCustomerLoading] = useState(false);
const [addresses, setAddresses] = useState<string[]>([]);
const [vendorFile, setVendorFile] = useState<File | null>(null);
const handleChange = (field: keyof CreateProposalRequest, value: string) => {
setForm((prev) => ({ ...prev, [field]: value }));
};
const searchCustomers = useCallback(async (query: string) => {
if (query.length < 2) return;
setCustomerLoading(true);
try {
const results = await customersApi.search(query);
setCustomers(results);
} catch {
setCustomers([]);
} finally {
setCustomerLoading(false);
}
}, []);
const handleCustomerSelect = (_: unknown, value: Customer | string | null) => {
if (!value) {
setForm((prev) => ({ ...prev, customerName: '', customerAddress: '' }));
setAddresses([]);
return;
}
if (typeof value === 'string') {
setForm((prev) => ({ ...prev, customerName: value, customerAddress: '' }));
setAddresses([]);
} else {
setForm((prev) => ({ ...prev, customerName: value.name, customerAddress: value.addresses[0] || '' }));
setAddresses(value.addresses);
}
};
const createMutation = useMutation({
mutationFn: async () => {
const proposal = await proposalsApi.create(form);
if (vendorFile) {
const { uploadUrl } = await proposalsApi.uploadAttachment(proposal.id, vendorFile.name);
await fetch(uploadUrl, {
method: 'PUT',
body: vendorFile,
headers: { 'Content-Type': vendorFile.type || 'application/pdf' },
});
}
return proposal;
},
onSuccess: (proposal) => {
queryClient.invalidateQueries({ queryKey: ['proposals'] });
toast.success(`Proposal ${proposal.proposalNumber} submitted`);
navigate(`/proposals/${proposal.id}`);
},
});
const handleSubmit = (e: React.FormEvent) => {
e.preventDefault();
createMutation.mutate();
};
const isValid =
form.workOrderNumber.trim() &&
form.customerName.trim() &&
form.customerAddress.trim() &&
form.scopeOfWork.trim() &&
form.serviceCategory;
return (
<Box>
<Typography variant="h5" sx={{ mb: 3 }}>
New Proposal Request
</Typography>
<Card>
<CardContent>
<Box component="form" onSubmit={handleSubmit}>
<Grid container spacing={3}>
<Grid size={{ xs: 12, sm: 6 }}>
<TextField
label="Work Order #"
required
fullWidth
value={form.workOrderNumber}
onChange={(e) => handleChange('workOrderNumber', e.target.value)}
/>
</Grid>
<Grid size={{ xs: 12, sm: 6 }}>
<Autocomplete
freeSolo
options={customers}
getOptionLabel={(opt) => (typeof opt === 'string' ? opt : opt.name)}
loading={customerLoading}
onInputChange={(_, value, reason) => {
if (reason === 'input') {
handleChange('customerName', value);
}
searchCustomers(value);
}}
Implement Phases 2-5: Frontend, AI/RAG, PDF Generation (#22) * Fix NuGet versions and add InitialCreate EF Core migration - Update AWSSDK.SQS and AWSSDK.SecretsManager to 3.7.500.0 (actual available versions) - Update AWSSDK.Extensions.NETCore.Setup to 3.7.400 - Generate InitialCreate migration for PostgreSQL (all 8 entities) - Build verified: 0 errors, 0 warnings * Implement Dispatcher Frontend (Phase 2) React 19 + MUI v7 + TypeScript + Vite SPA matching SHOC patterns: Redux Toolkit (auth/ui slices), TanStack React Query, axios interceptors, react-toastify, Cognito OAuth PKCE login flow, paginated proposal list, new proposal form with customer autocomplete and vendor PDF upload, read-only proposal detail with status stepper timeline. * Add AuthController for Cognito code exchange and .env.example Backend endpoint POST /api/auth/callback exchanges the OAuth authorization code with Cognito's token endpoint, auto-provisions the user in the DB, and returns the access token to the frontend. * Implement Admin Frontend Experience (Phase 3) Three-panel admin workspace: left reference panel (submission details, vendor data), center editor (refined scope, inline line item table with reorder/add/remove/pricing), right similar proposals panel (KB results with pull-to-editor). Admin dashboard with stats cards and proposal queue table. Approval flow with confirmation dialog, mark-as-sent, and create-revision actions. Role-based sidebar navigation. * Implement backend dev mode, internal API auth, and service layer enhancements - Add dev-login endpoint with local JWT signing for local development - Add InternalApiKeyMiddleware with timing-safe comparison for Lambda-to-API auth - Add DevS3Service and NoOpJobPublisher for running without AWS services - Implement CurrentUserService cascading user resolution (ID → sub → email → create) - Add async ResolveAsync() to avoid synchronous DB calls in request pipeline - Add /proposals/stats endpoint for efficient server-side status counts - Guard status transitions: only allow Draft → InReview via update endpoint - Add vendor proposals, generated PDFs, and similar proposals controllers - Add ISimilarProposalService and SimilarProposalService - Add [Authorize] to AddSimilarReference endpoint * Implement Lambda functions for PDF processing, suggestions, and library ingest - pdf-extract: Parse vendor PDFs with pdfplumber, fallback to Claude multimodal - pdf-generate: Generate branded proposal PDFs with reportlab Platypus - library-ingest: Format approved proposals as markdown and sync to Bedrock KB - suggestions: Query KB for similar proposals, generate line items via Claude - All Lambdas use internal API key auth and cold-start secret caching - Fix pdf_path unbound variable in pdf-extract error handling * Add Bedrock Knowledge Base, OpenSearch Serverless, and SQS message filtering - Provision OpenSearch Serverless collection for vector search - Create Bedrock Knowledge Base with Titan embedding model - Configure S3 data source with fixed-size chunking (512 tokens, 20% overlap) - Add suggestions Lambda with SQS event source filtering - Scope bedrock:InvokeModel IAM to specific model ARN patterns - Add internal API key secret in Secrets Manager - Add log retention (2 months) to all Lambda functions - Add docker-compose.yml for local PostgreSQL * Apply SHOC design system styling across frontend - Rewrite theme with SHOC palette (#0c4f6f primary, Nunito font, 4px radius) - Add global CSS with Google Fonts import for Nunito - Redesign Topbar with avatar initials, role subtitle, gradient header - Redesign Sidebar with 220px width, section headers, active state border - Restyle LoginPage with SHOC branded card and dev-mode role selector - Update AdminDashboard KPI cards to centered SHOC style - Add devLogin API method for local development auth flow * Fix frontend navigation bugs, differentiate Dashboard from Proposals list - Fix double nav selection by adding isNavActive() with ALL_NAV_PATHS set - Fix /admin/users routing to placeholder instead of redirect to / - Fix ProposalDetailPage Back button navigating to / instead of /proposals - Differentiate Dashboard (KPI cards + recent 5) from ProposalListPage (full paginated table) - Dashboard now uses dedicated /proposals/stats endpoint for accurate counts - Fix adminApi.getPdf dead code (axios rejects before status check) - Wire up PDF generation button in AdminWorkspace - Adjust layout: 220px drawer, 10px content padding, 64px toolbar height * Add appsettings.Development.json to gitignore Prevent dev-only signing keys and connection strings from being committed. * Fix CI failures: unused Python imports and CDK synth asset path CDK synth job needs the .NET API published first so the Lambda asset path exists. Python lint had 3 unused imports in pdf-generate. * Apply ruff formatting to all Lambda Python files
2026-05-17 13:06:23 -04:00
onChange={handleCustomerSelect}
renderInput={(params) => (
<TextField
{...params}
label="Customer"
required
slotProps={{
input: {
...params.InputProps,
endAdornment: (
<>
{customerLoading && <CircularProgress size={20} />}
{params.InputProps.endAdornment}
</>
),
},
}}
/>
)}
/>
</Grid>
<Grid size={{ xs: 12 }}>
{addresses.length > 1 ? (
<TextField
label="Customer Address"
required
fullWidth
select
value={form.customerAddress}
onChange={(e) => handleChange('customerAddress', e.target.value)}
>
{addresses.map((addr) => (
<MenuItem key={addr} value={addr}>
{addr}
</MenuItem>
))}
</TextField>
) : (
<TextField
label="Customer Address"
required
fullWidth
value={form.customerAddress}
onChange={(e) => handleChange('customerAddress', e.target.value)}
/>
)}
</Grid>
<Grid size={{ xs: 12, sm: 6 }}>
<TextField
label="Service Category"
required
fullWidth
select
value={form.serviceCategory}
onChange={(e) => handleChange('serviceCategory', e.target.value)}
>
{SERVICE_CATEGORIES.map((cat) => (
<MenuItem key={cat} value={cat}>
{cat}
</MenuItem>
))}
</TextField>
</Grid>
<Grid size={{ xs: 12, sm: 6 }}>
<TextField
label="Priority"
required
fullWidth
select
value={form.priority}
onChange={(e) => handleChange('priority', e.target.value)}
>
{PRIORITIES.map((p) => (
<MenuItem key={p} value={p}>
{p}
</MenuItem>
))}
</TextField>
</Grid>
<Grid size={{ xs: 12 }}>
<TextField
label="Scope of Work"
required
fullWidth
multiline
minRows={4}
value={form.scopeOfWork}
onChange={(e) => handleChange('scopeOfWork', e.target.value)}
placeholder="Describe the work needed..."
/>
</Grid>
<Grid size={{ xs: 12 }}>
<TextField
label="Notes (optional)"
fullWidth
multiline
minRows={2}
value={form.notes}
onChange={(e) => handleChange('notes', e.target.value)}
/>
</Grid>
<Grid size={{ xs: 12 }}>
<Button variant="outlined" component="label">
{vendorFile ? vendorFile.name : 'Attach Vendor Proposal (PDF)'}
<input
type="file"
hidden
accept=".pdf"
onChange={(e) => setVendorFile(e.target.files?.[0] || null)}
/>
</Button>
</Grid>
<Grid size={{ xs: 12 }}>
<Box sx={{ display: 'flex', gap: 2, justifyContent: 'flex-end' }}>
<Button variant="text" onClick={() => navigate(-1)}>
Cancel
</Button>
<Button
type="submit"
variant="contained"
startIcon={<SendIcon />}
disabled={!isValid || createMutation.isPending}
>
{createMutation.isPending ? 'Submitting...' : 'Submit Proposal'}
</Button>
</Box>
</Grid>
</Grid>
</Box>
</CardContent>
</Card>
</Box>
);
}