- AUDIT-REPORT.md: mark all Phase 6 findings fixed (API-M2/M5/M7/M9/M10/M12/M13,
WEB-M3/M4/M8/M9/M11, LAM-M2/M3/M6/M9, INF-M1/M2/M9), update test count to 149
- README.md: Function URL NONE→AWS_IAM, add Testing and Security sections,
expand CI table with test jobs, note SQS encryption/OpenSearch VPC/access logging
- Remove stale session docs (AUDIT-2026-05-20, HANDOFF, RETROSPECTIVE, CHATGPT prompt)
- Add .claude/agents/ to .gitignore
- Remove empty-state placeholder from SimilarProposalsPanel
- ProposalNumberGenerator tests (8 tests): format validation (SHI-YYYY-NNNN),
sequence incrementing, revision skipping, year boundary isolation, uniqueness,
zero-padding, high sequence rollover. Uses SQLite in-memory with Postgres
function stubs to support ExecuteSqlRawAsync.
- LineItemService state guard tests (18 tests): verifies line items cannot be
created/bulk-updated/deleted on Approved or Sent proposals (QA-C2), confirms
operations succeed on InReview and Revised statuses, validates
KeyNotFoundException on missing proposals, verifies audit logging.
- API client interceptor tests (14 tests): request interceptor attaches Bearer
token from sessionStorage (WEB-C1), handles missing/malformed token data,
response interceptor dispatches Redux logout on 401 (WEB-M2), returns friendly
messages for 403/404, extracts server error details, handles network errors.
- DbContextFactory updated to suppress InMemoryEventId.TransactionIgnoredWarning
so BulkUpdateAsync tests work with in-memory provider.
- Added SqliteDbContextFactory for tests requiring relational features.
- Added Microsoft.EntityFrameworkCore.Sqlite to test project dependencies.
Total: 104 .NET tests (was 77), 26 web tests (was 12). CI already wired.
- API-M2: Add comment for fail-loud auth config guard (already implemented)
- API-M5: Add FluentValidation validators for VendorProposal, GeneratedPdf,
and SimilarReference DTOs; move request records to Application DTOs
- API-M7: Add AsNoTracking() to all read-only queries in ProposalService,
LineItemService, AdminController, UsersController, FilesController
- API-M9: Log stderr from dev PDF generation instead of returning to client
- API-M10: Return generic "Authentication service unavailable" in auth
callbacks instead of leaking Cognito/DevMode configuration state
- API-M12: Enrich audit logging with before/after values for status changes,
proposal edits, and line item operations using structured JSON
- API-M13: Log previous role alongside new role on user role changes in
both UsersController and Cognito-synced role updates in AuthController
- WEB-M3: Add minimum length validation (10 chars) on scope of work field
with inline MUI error message
- WEB-M4: Add 'Other' to shared ServiceCategory contract to align with
API enum (already present in frontend and backend)
- WEB-M8: Show error alert with retry button instead of misleading zeros
when dashboard stats fetch fails (both dispatcher and admin dashboards)
- WEB-M9: Add MUI Skeleton loading state for line items in admin workspace
- WEB-M11: Wire 'Return to Review' button on approved proposals — backend
supports Approved->InReview transition, API client already had the method
LAM-M2: Add sanitize_user_text() to suggestions Lambda that strips common
prompt injection patterns (blocklist + delimiter neutralisation) before
including user-supplied text in Bedrock prompts.
LAM-M3: Add file size check in pdf-extract before downloading — rejects
PDFs over 50 MB with a logged warning and ValueError.
LAM-M6: Add validate_line_item_numerics() to suggestions Lambda that
rejects Bedrock-generated line items with negative values, NaN/Inf, or
amounts exceeding $10M ceiling.
LAM-M9: Replace indefinite API key cache with 5-minute TTL in all four
Lambdas (suggestions, pdf-extract, pdf-generate, library-ingest) so
rotated Secrets Manager values take effect promptly.
INF-M1: Replace wildcard anthropic.claude-* foundation-model ARN with the
specific cross-region inference profile ARN and its backing foundation model.
Both suggestions and pdf-extract Lambdas use us.anthropic.claude-sonnet-4-5-20250929-v1:0.
INF-M2: Replace aoss:* data access policy permissions with scoped actions.
KB role gets DescribeCollectionItems/CreateCollectionItems/UpdateCollectionItems
on collection and DescribeIndex/ReadDocument/WriteDocument on indexes.
Index creator gets CreateIndex/DescribeIndex/WriteDocument plus collection describe/create.
INF-M9: Change --require-approval never to --require-approval broadening in
infra/package.json deploy script so IAM/security changes require manual
confirmation during local development.
LAM-M1: Add event/record validation at handler entry for all 4 SQS-triggered
Lambdas. Validates Records key exists and is a non-empty list, checks each
record has a body key, and catches malformed JSON separately to add to
batchItemFailures.
LAM-M5: Change logger.error() to logger.exception() inside all except blocks
across pdf-extract, pdf-generate, suggestions, and library-ingest handlers
so stack traces are included in CloudWatch logs for debugging.
LAM-M8: Add _validate_s3_key() to pdf-extract, pdf-generate, and
library-ingest that strips path traversal sequences (../, ..\), collapses
double slashes, and rejects keys with disallowed characters via regex.
WEB-M2: 401 interceptor now dispatches Redux logout action to clear
auth state, not just localStorage.
WEB-M5: CreateProposalRequest uses typed ServiceCategory and Priority
unions aligned with shared/api-contracts contract.
WEB-M6: Vendor PDF upload validates MIME type (application/pdf),
file extension (.pdf), and max size (25 MB) before accepting.
WEB-M7: AdminWorkspace shows error Alert with retry button when
proposal fetch fails, instead of rendering empty workspace.
WEB-M10: State transition buttons (Approve, Send, Revise) are
disabled with explanatory tooltips when proposal is not in the
correct state for that transition.
WEB-M13: ToastContainer moved inside BrowserRouter so toasts
render in the correct React tree context.
- API-M3: Add dispatcher ownership check on line item reads
- API-M4: Add dispatcher ownership check on PDF endpoints
- API-M6: Add 25 MB file size validation on presigned upload URLs
- API-M8: Wrap BulkUpdate delete-all/insert-all in explicit transaction
- API-M11: Replace silent catch blocks with logged exceptions in
LineItemService and ProposalService
- API-M14: Validate dev signing key is present (from user-secrets or
env vars) instead of using null-forgiving operator
INF-M5: Add enforceSSL: true to all S3 buckets (uploads, generated,
library, web site) to require HTTPS-only access via bucket policy.
INF-M8: Pin all reusable GitHub Actions workflow references from @main
to commit SHA c040bfaa for supply chain security.
Fix CreateProposalRequest constructor calls (missing PoNumber param)
and ProposalService constructor (missing ILogger param) that diverged
when test-bootstrap and api-hardening worktrees merged.
Mark all Critical and High findings as fixed in AUDIT-REPORT.md with
remediation status for each phase.
API-H2: Validate redirectUri against an allowlist before exchanging the
authorization code with Cognito. Production URI is always allowed;
localhost is only allowed when Auth:DevMode is true.
API-H6: Inject ILogger<T> into ProposalService and LineItemService.
Log state transitions (approve, send, revise) at Information level,
invalid state transition attempts at Warning level, and caught
exceptions (audit/job publisher failures) at Error level.
LAM-C1/INF-H1: Change Function URL authType from NONE to AWS_IAM and
grant invokeUrl permission to all four caller Lambdas (suggestions,
pdf-extract, pdf-generate, library-ingest). Lambda HTTP clients will
need SigV4 signing as a follow-up.
INF-H3: Create OpenSearch Serverless VPC endpoint in private subnets
and update network policy from AllowFromPublic to SourceVPCEs, removing
public internet access to the vector search collection.
- WEB-C1 (Critical): Replace all localStorage token operations with
sessionStorage in authSlice.ts and client.ts. Tokens now clear when
the browser tab closes, reducing the XSS token-theft window.
httpOnly cookie migration documented as follow-up.
- WEB-M2: 401 interceptor now dispatches Redux logout() before
redirect so auth state stays consistent with cleared storage.
- WEB-H5/H6: Add onError toast handlers to sendMutation,
reviseMutation, and regenerateMutation in AdminWorkspace.
6-domain audit (API, web, mobile, lambdas, infra, QA) with fixes:
API security: scope internal API key middleware to allowed paths only,
return 401 on invalid key instead of falling through, remove unvalidated
JWT code path, sanitize error messages, add UpdateProposal validator,
remove status field from UpdateProposalRequest to prevent over-posting,
log swallowed exceptions in ProposalService.
Infrastructure: enforce SSL on all S3 buckets, encrypt SQS queues,
enable optional MFA on Cognito, add API Gateway access logging.
Lambdas: fix _retry_request undefined variable across all 4 Lambdas,
re-raise exceptions in pdf-extract/pdf-generate instead of swallowing,
add idempotency guard to suggestions Lambda.
Web: add ErrorBoundary, add auth loading state to ProtectedRoute,
add mutation error toasts in AdminWorkspace, fix dead Cognito link.
Mobile: add mutex to offline queue processing, distinguish permanent
vs retryable failures, register all screens for both roles, log sync
errors.
Swagger/OpenAPI: add Swashbuckle with JWT bearer security definition,
add ProducesResponseType attributes to key endpoints.
Includes AUDIT-REPORT.md with complete findings and CLAUDE.md project
instructions.
Medium-effort improvements:
- Shrink KPI cards and make each clickable (navigates to filtered list)
- Role-specific KPI labels (admin: All Proposals/Pending Review; dispatcher: Total Submitted/In Review)
- Reorder sidebar nav per role (admins see Admin section first)
- Add WO# and Priority columns to Dashboard recent proposals table
- Replace "View All" with "View All Proposals" button with arrow icon
- Add Age column to admin queue with color-coded staleness (>2d orange, >5d red)
Heavy-lift improvements:
- Status tabs on All Proposals page (replace status dropdown with All/In Review/Approved/Sent/Revised tabs)
- Group proposal revisions in tables (expand/collapse, latest shown by default)
- Collapsible left panel in admin workspace (chevron toggle, center panel expands to fill)
- Sticky action bar with total display, item count, vendor cost, compact unsaved-changes chip
- Restructure proposal form into 3 card sections (Job Details, Site & Location, Work Details)
- Disabled-submit helper text showing missing required fields
- Compact status timeline with timestamps under completed steps
- Status explanation below timeline (e.g., "Awaiting admin pricing and approval")
Consolidates all 7 commits (4 prior + 3 this session), organizes
remaining UX review items by effort level, and documents outstanding
infrastructure and mobile tasks.
- Replace $0.00 with "Not priced" via formatBidAmount helper
- Consistent login buttons with role descriptions
- Context-aware empty states (filter mismatch vs no data)
- Clear Filters button on proposal list and admin dashboard
- Rename "Regenerate" to "Regenerate Suggested Line Items"
- Add tooltips explaining disabled Save/Approve buttons
- Replace "RAG engine" jargon with plain language
- Improve User Management placeholder with Cognito guidance
- Add Puppeteer screenshot script for all roles/pages
GetStatsAsync now returns global counts for admins/sysadmins instead of
filtering by submitter. Dashboard recent proposals query uses mine=false
for admins so they see all proposals, not just their own.
The sidebar Drawer reserved width in the flex container AND the main
content had margin-left for the same width, pushing content 440px right.
Removed the redundant margin-left and added a width transition to the
Drawer for smooth toggle animation.
- Fix: ApproveAsync now accepts both InReview and Revised proposals
- Revision dropdown in header: navigate between revisions, download PDF per rev
- Work Order Number editable in admin workspace (same pattern as PO#)
- Added WorkOrderNumber to UpdateProposalRequest DTO and service
- Info bar reordered: Customer, Site, WO#, PO#, Category, Priority
- Uniform font sizing across info bar (0.75rem labels, 0.875rem values)
- Typed getHistory API to return ProposalDetail[]
- Download PDF button in action bar for Sent/Revised proposals
- Removed admin-only restriction on PDF download endpoints
- Added GET pdf/versions endpoint returning all generated PDFs
- Download PDF button on detail page for Approved/Sent/Revised proposals
- PDF Versions card shows all revisions with individual download buttons
- Dev-mode support for GetPdfRevision endpoint
- Status timeline stepper now uses STATUS_LABELS (fixes "InReview" display)
- PDF Lambda improvements for local generation
- STATUS_LABELS map: InReview displays as "In Review" everywhere
- PRIORITY_LABELS map: Emergency → "Emergency Dispatch"
- Sent status color changed from green to blue (distinguishes from Approved)
- Urgent/Emergency rows get colored borders and icons
- All 8 columns in proposals list now sortable via TableSortLabel
- Status, Category, and Priority filter dropdowns with server-side filtering
- Filters reset pagination to page 1
- Structured manual site entry with 5 separate address fields
- Site search via Autocomplete with server-side filtering
- Added PO number field to proposal form and AddPoNumber migration
- Added Other to ServiceCategory enum with custom category text input
- Label consistency: "Work Order #" → "Work Order Number", "PO Number"
- Top row reflow to 3-column layout (4/4/4)
- Dev PDF generation script for local testing
