- 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
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")
- 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
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.
RoleGuard: New component wrapping admin routes — dispatchers navigating
to /admin/* by URL now redirect to / instead of seeing error states.
Dashboard: Add mine=true filter so dispatchers only see their own
proposals and stats, not all users' data.
AdminWorkspace: Auto-save dirty changes before approving so edits to
refined scope and line items aren't silently discarded.
ProposalFormPage: Add onError toast and 300ms debounce on customer
search (was firing an API call per keystroke).
admin.ts: Stop swallowing errors in getPdf — let them propagate to the
mutation's onError handler. Fix AuditEntry.details type to string|null.
LoginPage: Fix pre-existing TS error with noUncheckedIndexedAccess.
* 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
