mirror of
https://github.com/Sea-Haven-Industries/proposal-system.git
synced 2026-10-01 23:03:13 +00:00
594d3395c6
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")
90 lines
5.7 KiB
Markdown
90 lines
5.7 KiB
Markdown
# Session Handoff — 2026-05-22
|
||
|
||
## What was done (committed on main, 7 commits ahead of origin)
|
||
|
||
### Commits 1–4 (prior session)
|
||
|
||
#### Commit 1: Site search, PO number, service category, form enhancements
|
||
- **Site search UX:** Moved "Enter address manually" button outside Autocomplete dropdown (click-race fix), removed flickering `searchedOnce` state, disabled MUI client-side double-filtering
|
||
- **Structured manual entry:** 5 separate fields (Site Code, Street, City, State, Zip) auto-assemble into `customerAddress` string
|
||
- **PO number:** Added `poNumber` to frontend form, backend entity, and `AddPoNumber` migration
|
||
- **Service category "Other":** Added `Other` to enum, shows "Specify Category" text field when selected, prepends custom text to notes
|
||
- **Label consistency:** "Work Order #" → "Work Order Number", "PO Number" on form and detail page
|
||
- **Form layout:** Top row reflowed to 3-column layout (4/4/4)
|
||
- Dev PDF generation script (`scripts/generate-pdf-local.py`)
|
||
|
||
#### Commit 2: Status/priority display, sortable tables, list filters
|
||
- `STATUS_LABELS` map: "InReview" → "In Review" everywhere
|
||
- `PRIORITY_LABELS` map: "Emergency" → "Emergency Dispatch"
|
||
- `Sent` color changed from green (same as Approved) to blue
|
||
- Urgent rows: orange border + warning icon; Emergency: red border + red background + alert icon
|
||
- All 8 columns in My Proposals list sortable via `TableSortLabel` (client-side, default Submitted desc)
|
||
- Status, Category, Priority filter dropdowns with server-side filtering; filters reset to page 1
|
||
|
||
#### Commit 3: PDF download, versioning, status timeline fix
|
||
- Removed admin-only restriction on `GET pdf` and `GET pdf/{revision}` endpoints
|
||
- Added `GET pdf/versions` endpoint returning `{revision, generatedAt}[]`
|
||
- "Download PDF" button on detail page for Approved/Sent/Revised proposals
|
||
- "PDF Versions" card with individual download per revision
|
||
- Dev-mode support for `GetPdfRevision` endpoint
|
||
- Status timeline stepper uses `STATUS_LABELS` (fixes raw "InReview" display)
|
||
|
||
#### Commit 4: Admin workspace revision dropdown, editable WO#, approval fix
|
||
- **Bug fix:** `ApproveAsync` now accepts both `InReview` and `Revised` proposals
|
||
- **Revision dropdown:** "Rev X" chip is now a clickable dropdown listing all revisions with status and download
|
||
- **Editable Work Order Number:** WO# in admin workspace is now editable; added `WorkOrderNumber` to `UpdateProposalRequest`
|
||
- **Info bar reorder:** Customer → Site → WO# → PO# → Category → Priority
|
||
- **Download PDF button** in action bar for Sent and Revised proposals
|
||
- Typed `getHistory` API to return `ProposalDetail[]`
|
||
|
||
### Commits 5–7 (this session)
|
||
|
||
#### Commit 5: Fix layout double-offset from persistent drawer
|
||
- The sidebar's persistent Drawer reserved width in the flex container AND the main content had `margin-left` for the same width, pushing content 440px to the right
|
||
- Removed the redundant `margin-left` from main content; added `transition: width 250ms` to the Drawer for smooth toggle
|
||
|
||
#### Commit 6: Add role-aware dashboard stats and recent proposals
|
||
- `GetStatsAsync` now returns global counts for admins/sysadmins instead of filtering by `SubmittedById`
|
||
- Dashboard recent proposals query uses `mine=false` for admins so they see all proposals
|
||
|
||
#### Commit 7: Apply UX quick wins from external review
|
||
- **"Not priced" display:** New `formatBidAmount()` helper replaces `$0.00` with "Not priced" across Dashboard, ProposalListPage, AdminDashboard, and ProposalDetailPage
|
||
- **Login button consistency:** All three dev-login role buttons now use the same filled style with role descriptions (e.g., "Admin — Review and approve proposals")
|
||
- **Context-aware empty states:** Proposal list distinguishes "no results match filters" from "you have no proposals" with appropriate copy and actions
|
||
- **Clear Filters button:** Added to ProposalListPage and AdminDashboard filter rows; appears when any filter/search is active
|
||
- **Workspace button clarity:** "Regenerate" renamed to "Regenerate Suggested Line Items"; disabled Save/Approve buttons show tooltip explanations
|
||
- **Plain language:** Similar Proposals empty state changed from "RAG engine" jargon to "Similar proposals will appear here when available"
|
||
- **User Management placeholder:** Centered layout with "Coming Soon" heading and Cognito guidance text
|
||
- **Screenshot script:** `scripts/screenshot-pages.mjs` captures all pages for all 3 roles via Puppeteer (incognito contexts, dev-login button clicks)
|
||
|
||
## What's running locally
|
||
|
||
- Postgres via Docker (port 5432)
|
||
- .NET API on http://localhost:5000 (dev mode, ASPNETCORE_ENVIRONMENT=Development)
|
||
- Vite frontend on http://localhost:5173
|
||
|
||
## Not done yet
|
||
|
||
### Must do before push
|
||
- **Not pushed** — 8 commits on main ahead of origin, needs `git push`
|
||
- CDK compute stack needs `IAmazonDynamoDB` read permission on `verified-sites` table for production `SiteService`
|
||
|
||
### UX improvements (from external review — DONE)
|
||
All 15 medium-effort and heavy-lift UX improvements from the external review have been implemented (commit 8).
|
||
|
||
### Infrastructure / ops
|
||
- Confluence architecture map update (page id 1540098)
|
||
- `[skip deploy]` convention not implemented in deploy workflow
|
||
- Automated test suite not started
|
||
|
||
### Mobile
|
||
- App icons still placeholders
|
||
- Google OAuth mobile crash uninvestigated
|
||
|
||
## Compliance Fixes Applied (2026-05-18)
|
||
- Fixed oss-index-creator Lambda: added `functionName`, `architecture: ARM_64`, `logRetention: TWO_MONTHS`
|
||
- Added `node-version: "24"` to all CI workflow reusable calls (web, mobile, infra)
|
||
- Removed dead `_api_request()` helper and unused `time` imports from all 4 main Python Lambdas
|
||
- Added `permissions: id-token: write` to deploy-mobile.yaml for OIDC
|
||
- Added `paths-ignore: mobile/**` to deploy.yaml
|
||
- Added `@react-native-community/cli` + `cli-platform-ios` as mobile devDependencies
|