- 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.
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.
- 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.
- 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
- 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
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.
Add Mine filter to ProposalFilterRequest so My Proposals page shows
only the current user's submissions regardless of role. Create
proposals directly as InReview (skip Draft) since form submission is
the review request. Make Approve, MarkSent, and Revise idempotent —
repeat calls return current state instead of throwing. Wrap line item
audit logging in try/catch so audit failures don't mask successful
saves.
* 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
