Phase 6a of the SHOC-alignment plan (ADR 0004, wire contract extracted
verbatim from shoc-backend PRs #10/#13-#18).
Concurrency (SHOC double-guard, Postgres port):
- long Version on Proposal + LineItem, IsConcurrencyToken, additive
migration AddProposalLineItemVersion (DEFAULT 1; Up/Down inspected —
no drift, exactly two AddColumn/DropColumn).
- Tokens are opaque base64 strings on the wire (RowVersionCodec:
8-byte big-endian long), rowVersion on responses, proposalVersion on
guarded requests. Missing -> 422 ProposalVersionRequired; malformed
-> 422 InvalidRowVersion (BusinessRuleException carrier).
- Guarded: update, approve, return-to-review, send, revise, and bulk
line-item update (proposal-level token — bulk replaces the item set
wholesale, so per-item tokens are meaningless; deviation from the
plan documented). Creates/deletes unguarded per SHOC precedent but
bump the aggregate version.
- Conflict -> 409 { message, currentState } (SHOC envelope, reloaded
row embedded); bare DbUpdateConcurrencyException -> 409
{ status, message, code } fallback. Both non-ProblemDetails,
emitted by GlobalExceptionHandler.
Audit atomicity (stage-then-single-SaveChanges):
- IAuditService.Stage adds to the shared context without saving;
every proposal/line-item mutation stages before its own single
SaveChangesAsync, so mutation + audit commit or fail together.
LogAsync (self-saving) remains for standalone events (downloads,
role changes, delivery).
Adds a managed pricing library so admins can seed/curate reference priced items
directly, instead of the corpus being populated only by ingesting Sent proposals.
v1 PR5.
API:
- PricingLibraryItem entity + migration; /api/pricing-library CRUD (admin), with
GET {id} reachable by internal Lambda callers (admins role via internal key).
- Create/update publish an ADDITIVE library-ingest SQS job {pricingLibraryItemId},
wrapped so a publish failure never rolls back the save.
Lambda (library-ingest):
- Additive event-shape branch: pricingLibraryItemId -> fetch item, format markdown,
upload to pricing-library/{category}/{id}.md, trigger KB sync. The existing
proposalId path is byte-for-byte unchanged. Explicit error when neither id present;
warns when both present.
Web:
- Pricing Library management page (/admin/pricing-library): list / create / edit / delete.
GPT-4.1 cross-review on the event-shape change: no BLOCK (neither/both-id handling
applied). Verified: api 159 tests; web tsc + 26 tests; lambdas ruff + 37 pytest.
* 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>
- 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
- 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
* 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
