Update documentation for SWA authentication and implemented frontend (#30)

* Initial plan

* Update documentation to reflect SWA authentication and implemented Blazor frontend

Co-authored-by: MWG-Logan <2997336+MWG-Logan@users.noreply.github.com>

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: MWG-Logan <2997336+MWG-Logan@users.noreply.github.com>

Author: Copilot

Bezalu.ProjectReporting.API/README.md

@@ -95,8 +95,13 @@ Required App Settings:
 
 ## Security
 
-- Function auth level currently `Function`; set keys or add front-end auth (e.g., Entra ID) before production.
-- Do not send sensitive data inside report payload for PDF endpoint; only project analysis data.
+- **Authentication**: Azure Static Web Apps (SWA) with Azure AD integration
+  - Function endpoints use `AuthorizationLevel.Anonymous` - authentication enforced at SWA layer
+  - SWA configuration requires `authenticated` role for all `/api/*` routes
+  - Unauthenticated requests blocked by SWA with 401 redirect to Azure AD login
+  - Azure Functions trust SWA authentication; no additional function keys required
+- **Configuration**: Sensitive data (API keys, credentials) stored in Azure App Settings; use Azure Key Vault references in production
+- **Data Handling**: Report payloads contain project analysis data only; no raw credentials transmitted
 
 ## Extensibility
 

README.md

@@ -4,10 +4,11 @@ A comprehensive project reporting solution that integrates with ConnectWise Mana
 
 ## Overview
 
-This solution consists of two main projects:
+This solution consists of three main projects:
 
 1. **Bezalu.ProjectReporting.API** - Azure Functions backend API that generates project completion reports
-2. **Bezalu.ProjectReporting.Web** - Blazor WebAssembly frontend (not yet implemented)
+2. **Bezalu.ProjectReporting.Web** - Blazor WebAssembly frontend for interactive report viewing and PDF export
+3. **Bezalu.ProjectReporting.Shared** - Shared DTOs for consistent contracts between API and frontend
 
 ## Features
 
@@ -90,8 +91,11 @@ Generates a comprehensive project completion report for the specified project ID
 
 ### Frontend (Web)
 
-- **Blazor WebAssembly** (to be implemented)
-- Will consume the API to display and generate PDF reports
+- **Blazor WebAssembly** with Fluent UI components
+- Interactive report visualization with tabs for phases and tickets
+- AI-generated summary rendered as Markdown using Markdig
+- PDF export functionality (posts existing report to API to avoid regeneration)
+- Integrated with Azure Static Web Apps for deployment and authentication
 
 ## Project Structure
 
@@ -106,16 +110,34 @@ CW-ProjectReporting/
 │   ├── host.json               # Azure Functions host configuration
 │   ├── local.settings.json     # Local development settings (not in git)
 │   └── README.md               # Detailed API documentation
-└── Bezalu.ProjectReporting.Web/
-    └── (Blazor WebAssembly project - to be implemented)
+├── Bezalu.ProjectReporting.Web/
+│   ├── Pages/                   # Blazor pages (Home.razor)
+│   ├── Layout/                  # Layout components
+│   ├── wwwroot/                 # Static assets and JS helpers
+│   ├── staticwebapp.config.json # Azure Static Web Apps configuration
+│   └── Program.cs               # Blazor WebAssembly startup
+└── Bezalu.ProjectReporting.Shared/
+    └── DTOs/                    # Shared data transfer objects
 ```
 
 ## Security
 
-- API keys and credentials stored in configuration (use Azure Key Vault in production)
-- `local.settings.json` excluded from source control
-- Function-level authorization required for API endpoints
-- No vulnerabilities detected by CodeQL security scanning
+- **Authentication**: Azure Static Web Apps with Azure AD (Entra ID) integration
+  - API endpoints use `AuthorizationLevel.Anonymous` at the Function level
+  - Authentication enforced by Static Web Apps configuration - requires `authenticated` role for `/api/*` routes
+  - Unauthenticated requests receive 401 and redirect to Azure AD login
+- **Configuration**: API keys and credentials stored in Azure App Settings (use Azure Key Vault in production)
+- **Source Control**: `local.settings.json` excluded from source control
+- **Scanning**: No vulnerabilities detected by CodeQL security scanning
+
+### Authentication Flow
+
+1. User accesses the Blazor WebAssembly app hosted on Azure Static Web Apps
+2. Static Web Apps enforces authentication via Azure AD (configured in `staticwebapp.config.json`)
+3. Authenticated users receive session cookies from SWA
+4. API requests include SWA authentication cookies automatically
+5. SWA validates authentication before forwarding requests to Azure Functions
+6. Azure Functions trust the SWA authentication layer (no additional function-level auth required)
 
 ## Development Notes
 
@@ -126,12 +148,13 @@ CW-ProjectReporting/
 
 ## Future Enhancements
 
-- Implement Blazor frontend for report visualization
-- Add PDF generation capability
-- Implement additional report types
-- Add caching for improved performance
+- Add visual charts for timeline and budget variance trends
+- Implement additional report types (financial analysis, resource utilization)
+- Add caching layer for ConnectWise API responses
 - Add unit and integration tests
 - Implement batch report generation
+- Add Excel export capability
+- Implement browser-side caching (localStorage) for recent reports
 
 ## Documentation
 

docs/architecture.md

@@ -7,14 +7,17 @@ The solution consists of three projects:
 - Bezalu.ProjectReporting.Shared (DTO contracts shared by both)
 
 ## Data Flow
-1. User enters Project ID in Web UI.
-2. Front end POSTs projectId to `/api/reports/project-completion`.
-3. API fetches project, phases, tickets, notes from ConnectWise.
-4. API builds `ProjectCompletionReportResponse` and invokes Azure OpenAI to produce `AiGeneratedSummary`.
-5. JSON returned to client; client renders summary markdown using Markdig.
-6. User initiates PDF download; front end POSTs the full report JSON to `/api/reports/project-completion/pdf`.
-7. API composes PDF using QuestPDF with supplied data (skip re-fetch & AI).
-8. Client receives PDF bytes and triggers browser download via JS interop.
+1. User accesses Blazor WebAssembly app via Azure Static Web Apps.
+2. Static Web Apps enforces authentication via Azure AD (Entra ID).
+3. User enters Project ID in Web UI.
+4. Front end POSTs projectId to `/api/reports/project-completion` (with SWA auth cookies).
+5. SWA validates authentication and forwards request to Azure Functions.
+6. API fetches project, phases, tickets, notes from ConnectWise.
+7. API builds `ProjectCompletionReportResponse` and invokes Azure OpenAI to produce `AiGeneratedSummary`.
+8. JSON returned to client; client renders summary markdown using Markdig.
+9. User initiates PDF download; front end POSTs the full report JSON to `/api/reports/project-completion/pdf`.
+10. API composes PDF using QuestPDF with supplied data (skip re-fetch & AI).
+11. Client receives PDF bytes and triggers browser download via JS interop.
 
 ## Key Services
 - `IConnectWiseApiClient`: wraps HTTP calls to ConnectWise endpoints.
@@ -26,8 +29,18 @@ The solution consists of three projects:
 - POST for PDF avoids second expensive aggregation call.
 - Markdown + Markdig chosen for flexibility in AI summary formatting.
 - QuestPDF chosen for deterministic server-side PDF rendering.
+- **Azure Static Web Apps** provides integrated hosting, authentication, and API routing.
+- **Function AuthorizationLevel.Anonymous** used because authentication is enforced upstream by SWA.
+
+## Authentication Architecture
+- **Static Web Apps** handles authentication via Azure AD (Entra ID)
+- `staticwebapp.config.json` enforces `authenticated` role for `/api/*` routes
+- Unauthenticated users redirected to `/.auth/login/aad`
+- SWA session cookies automatically included in API requests
+- Azure Functions trust SWA authentication layer - no function keys needed
 
 ## Future Enhancements
 - Caching of raw ConnectWise responses.
 - Additional export formats (Excel, HTML full report).
-- Authentication (OIDC) integration for user-level access.
+- User-level access control based on ConnectWise permissions.
+- Visual charts for variance trends and project analytics.

docs/deployment.md

@@ -2,21 +2,38 @@
 
 ## Azure Static Web Apps + Azure Functions
 - Front end (Blazor WASM) deployed to Static Web Apps.
-- API (Azure Functions) either integrated (api folder) or separate Functions App.
+- API (Azure Functions) integrated via SWA's managed Functions (api folder) or linked to separate Functions App.
+- **Authentication** handled by Static Web Apps with Azure AD integration.
+
+## Steps (Integrated Deployment)
+1. Create Azure Static Web App resource in Azure Portal.
+2. Configure Azure AD authentication provider in SWA settings.
+3. Set `api_location` to point to Azure Functions project folder during SWA build.
+4. Configure Application Settings for ConnectWise + Azure OpenAI in SWA or linked Functions App.
+5. Deploy via GitHub Actions (auto-configured by SWA) or manual deployment:
+   - Front-end: `dotnet publish -c Release Bezalu.ProjectReporting.Web`
+   - API: Functions automatically deployed with SWA or via `func azure functionapp publish <name>`
 
 ## Steps (Separate Functions App)
 1. Create Azure Functions App (Isolated .NET runtime) and configure Application Settings for ConnectWise + Azure OpenAI.
 2. Deploy API project via `func azure functionapp publish <name>` or CI.
-3. Create Static Web App and set `api_location` to Functions App if integrated, else configure front end to call external API base URL.
-4. Upload front-end build (`dotnet publish -c Release Bezalu.ProjectReporting.Web`).
+3. Create Static Web App and link to external Functions App or configure front end to call external API base URL.
+4. Configure Azure AD authentication in Static Web Apps settings.
+5. Upload front-end build output to SWA.
 
 ## Configuration Keys
 - `ConnectWise:*`
 - `AzureOpenAI:Endpoint`
 - `AzureOpenAI:DeploymentName`
 
 ## Authentication
-- Add Entra ID or other auth on Static Web Apps; issue front-end access token; secure Functions with Easy Auth or custom.
+- **Azure Static Web Apps** integrated with **Azure AD (Entra ID)** for authentication
+- Configure authentication provider in Azure Portal under SWA > Settings > Authentication
+- `staticwebapp.config.json` enforces authentication:
+  - `/api/*` routes require `authenticated` role
+  - Unauthenticated users redirected to `/.auth/login/aad`
+- No function keys needed - Azure Functions use `AuthorizationLevel.Anonymous` and trust SWA authentication
+- Session managed by SWA; cookies automatically included in API requests
 
 ## Environment Segregation
 - Use separate resource groups for dev/stage/prod.

docs/frontend.md

@@ -1,17 +1,32 @@
 # Front-End (Blazor WebAssembly)
 
+## Overview
+The front-end is a Blazor WebAssembly application using Microsoft Fluent UI components, deployed on Azure Static Web Apps with integrated Azure AD authentication.
+
 ## Key Behaviors
+- User must authenticate via Azure AD before accessing the application.
 - User enters Project ID; triggers report fetch.
 - Displays metrics in Fluent UI components (cards, tabs, data grids, accordion).
 - AI summary rendered as markdown using Markdig.
 - PDF download posts existing report JSON to API; no recomputation.
 
+## Authentication
+- **Azure Static Web Apps** handles authentication via Azure AD (Entra ID)
+- Configured in `staticwebapp.config.json`:
+  - `/api/*` routes require `authenticated` role
+  - Unauthenticated users redirected to `/.auth/login/aad`
+- SWA session cookies automatically included in API requests
+- No additional token management needed in Blazor code
+
 ## State Management
 - Local component state only (no global store yet).
 - `IsLoading` for initial report, `IsPdfLoading` for PDF call.
 
 ## HTTP
-- `HttpClient` base address from host environment; assumes reverse proxy or relative `/api` route.
+- `HttpClient` base address from host environment.
+- Assumes SWA reverse proxy routing for `/api` routes.
+- SWA authentication cookies automatically included in requests.
+- No manual authorization headers needed.
 
 ## File Download
 - `saveFile` JS helper converts Base64 to Blob and triggers `<a download>`.