Commit graph

12 commits

Author SHA1 Message Date
Adam Moussa
a6091344da dashboard: audit KPI styling, secondary context lines, page title consistency 2026-05-27 18:18:35 -04:00
Adam Moussa
b507bb0c28 Replace MUI semantic chip colors with custom status/priority palette 2026-05-27 18:18:24 -04:00
Adam Moussa
83e1a7948e Fix nested tbody in proposal tables: use Fragment instead of Box component="tbody" 2026-05-27 18:18:12 -04:00
Adam Moussa
594d3395c6 Add UX improvements: clickable KPIs, status tabs, revision grouping, workspace restructure, form sections
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")
2026-05-27 18:17:48 -04:00
Adam Moussa
85bed9a161 Apply UX quick wins from external review
- 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
2026-05-27 18:17:48 -04:00
Adam Moussa
6de4bafec4 Add revision dropdown, editable WO#, and fix Revised proposal approval
- 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
2026-05-27 18:17:48 -04:00
Adam Moussa
666e2bad9e Add status/priority display improvements, sortable tables, and list filters
- 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
2026-05-27 18:17:48 -04:00
Adam Moussa
9d856a9619
Phase 3 audit fixes: FIX-01–47, accessibility NITs, code quality NITs [skip deploy]
Some checks failed
Deploy / Deploy to AWS (push) Has been cancelled
## Summary
Implements Phase 3 of the AUDIT-2026-05-20 findings:
- 29 FIX-severity items across API, web, infra, and lambdas
- 7 accessibility NITs (aria-labels, document titles)
- 4 code quality NITs (deduplication, constants extraction)

Key changes:
- API: N+1 fix, pagination clamping, idempotent transitions, upload confirm endpoint, revision TotalBidAmount carry-forward
- Web: confirmation dialogs, currency formatting, error states, date range filters, document titles
- Infra: S3 CORS lockdown, API Gateway throttling, AOSS network policy fix, CI concurrency
- Lambdas: skip empty suggestions, remove status side-effect
- Scripts: post-deploy health check

## Test plan
- [x] tsc --noEmit (web + infra)
- [x] dotnet build (api)
- [x] ruff check + format (lambdas)
- [x] Cross-review via orchestrator (no blockers)

[skip deploy]
2026-05-20 19:38:36 -04:00
Adam Moussa
184bc1da7e Fix Phase 2 audit findings: reliability, UX, and operational monitoring
BLOCK-10: Add CloudWatch alarms (DLQ, Lambda errors, RDS, API 5xx) with SNS email
BLOCK-11: Remove sync-over-async deadlock in CurrentUserService
BLOCK-12: Add AppDelegate OAuth URL callback handler for mobile
BLOCK-13: Wire mobile 401 interceptor to dispatch Redux logout
BLOCK-14: Fix JWT base64 padding crash and SysAdmin role detection
BLOCK-15: Reset pagination to page 1 on filter change
BLOCK-16: Add unsaved-changes guard (beforeunload + useBlocker) to AdminWorkspace
FIX-08: Add BulkUpdateLineItems FluentValidation validator
FIX-13: Display auth errors on LoginPage
FIX-25: Add token refresh with retry queue to mobile API client
FIX-44: Add httpx retry logic to all Lambda handlers
FIX-42/43: Align docker-compose PG version (15) and DB name (proposals) with RDS
2026-05-20 19:07:49 -04:00
Adam Moussa
5e89e42e6a Extract shared constants and format utils, wire admin dashboard filters
Move STATUS_COLORS and PRIORITY_COLORS to constants/index.ts and
formatCurrency/formatDate/formatDateTime to lib/format.ts — previously
duplicated across 5 and 4 files respectively.

AdminDashboard: Wire Category and Priority filter dropdowns to
usePaginatedList extraParams (were no-op onChange handlers).

ProposalDetailPage: Add 'Revised' to STATUS_ORDER so the stepper
renders correctly for revised proposals.
2026-05-20 18:09:11 -04:00
Adam Moussa
4d72b63547 Add frontend role guards, fix dashboard data exposure, and harden UX
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.
2026-05-20 18:09:04 -04:00
Adam Moussa
ceefae2850
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