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Proposal Management System - AI-powered proposal generation and management
ceefae2850
* 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 |
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|---|---|---|
| .github | ||
| api | ||
| infra | ||
| lambdas | ||
| mobile | ||
| shared/api-contracts | ||
| web | ||
| .gitignore | ||
| docker-compose.yml | ||
| README.md | ||
Proposal Management System
AI-powered proposal generation and management system for Sea Haven Industries. Enables dispatchers to submit proposal requests, uses Bedrock RAG to auto-generate draft line items from historical data, and provides admins with a pricing/approval workspace with professional PDF output.
Architecture
| Layer | Technology |
|---|---|
| Backend API | .NET 8 / ASP.NET Core on Lambda (Amazon.Lambda.AspNetCoreServer) |
| Database | RDS PostgreSQL 15 + EF Core |
| Frontend Web | React 19 + MUI v7 + TypeScript |
| Mobile | React Native (iOS-first) |
| IaC | CDK (TypeScript) - 3 stacks |
| AI/RAG | Bedrock Knowledge Base + Claude (Bedrock Runtime) |
| PDF Processing | Python 3.12 Lambdas |
| Auth | Cognito User Pool + Google OAuth |
| Storage | S3 (PDFs, attachments, library) |
| Notifications | Slack Bot API |
AWS Resources
- Stack prefix:
proposal-system-* - Account: 328440206208
- Region: us-east-1
| Resource | Name |
|---|---|
| Lambda (.NET 8) | proposal-system-api |
| API Gateway HTTP API | proposal-system-gateway |
| RDS PostgreSQL | proposal-system-db |
| S3 Buckets | proposal-system-uploads, proposal-system-generated, proposal-system-library |
| Bedrock Knowledge Base | proposal-system-kb |
| Lambda (Python) | proposal-system-pdf-extract, proposal-system-pdf-generate, proposal-system-library-ingest |
| Cognito User Pool | proposal-system-auth |
| CloudFront | proposal-system-web |
| SQS Queue | proposal-system-jobs + DLQ |
Repository Structure
proposal-system/
├── infra/ # CDK app (TypeScript) - 3 stacks
├── api/ # .NET 8 Web API (Lambda-hosted)
├── web/ # React 19 + MUI frontend
├── mobile/ # React Native app (iOS)
├── lambdas/ # Python 3.12 processing functions
├── shared/ # Shared TypeScript types/contracts
└── .github/ # CI/CD workflows
Local Development
Prerequisites
- .NET 8 SDK
- Node.js 24
- Python 3.12
- AWS CDK CLI (
npm install -g aws-cdk@2.253.1)
Backend API
cd api
dotnet restore
dotnet run --project src/ProposalSystem.Api
Web Frontend
cd web
npm install
npm run dev
Infrastructure
cd infra
npm install
npx cdk synth
npx cdk deploy --all
CI/CD
- CI: Runs on pull requests to
main(dotnet build/test, tsc, ruff, cdk synth) - Deploy: Runs on push to
main(cdk deploy, frontend S3 sync, CloudFront invalidation) - OIDC Role:
githubdeploy-proposal-system
Data Flow
- Dispatcher submits proposal request (web or mobile)
- API creates proposal record, publishes SQS message
- If vendor PDF attached:
pdf-extractLambda parses and structures data - Suggestion engine queries Bedrock KB for similar proposals, generates line items via Claude
- Admin reviews/edits line items in workspace
- On approval:
pdf-generateLambda creates branded PDF - On send:
library-ingestLambda adds to KB for future matching - Slack notifications at key status transitions