Merge pull request #113 from Sea-Haven-Industries/feat/SH-191-completion-freeze

feat(work-orders): capture Site/Vendor/POC snapshot on Completed

Data.SeaHavenIndustries/Migrations/20260910143000_WorkOrderCompletionSnapshot.cs

@@ -0,0 +1,41 @@
+using Data.SeaHavenIndustries;
+using Microsoft.EntityFrameworkCore.Infrastructure;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace Data.SeaHavenIndustries.Migrations
+{
+    [DbContext(typeof(ApplicationDbContext))]
+    [Migration("20260910143000_WorkOrderCompletionSnapshot")]
+    public partial class WorkOrderCompletionSnapshot : Migration
+    {
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<string>(
+                name: "FrozenCompany",
+                table: "workOrders",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.AddColumn<string>(
+                name: "FrozenPoc",
+                table: "workOrders",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.AddColumn<string>(
+                name: "FrozenSite",
+                table: "workOrders",
+                type: "nvarchar(max)",
+                nullable: true);
+        }
+
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(name: "FrozenCompany", table: "workOrders");
+            migrationBuilder.DropColumn(name: "FrozenPoc", table: "workOrders");
+            migrationBuilder.DropColumn(name: "FrozenSite", table: "workOrders");
+        }
+    }
+}

Data.SeaHavenIndustries/Migrations/ApplicationDbContextModelSnapshot.cs

@@ -2494,6 +2494,15 @@ namespace Data.SeaHavenIndustries.Migrations
                         .HasMaxLength(7)
                         .HasColumnType("nvarchar(7)");
 
+                    b.Property<string>("FrozenCompany")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<string>("FrozenPoc")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<string>("FrozenSite")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<string>("InternalWONumber")
                         .HasMaxLength(11)
                         .HasColumnType("nvarchar(11)");

Data.SeaHavenIndustries/Models/WorkOrderCompletionSnapshot.cs

@@ -0,0 +1,40 @@
+namespace Data.SeaHavenIndustries
+{
+    public sealed class WorkOrderFrozenSite
+    {
+        public string? Code { get; set; }
+        public string? Label { get; set; }
+        public string? Address { get; set; }
+        public string? City { get; set; }
+        public string? State { get; set; }
+        public string? Zip { get; set; }
+        public string? Phone { get; set; }
+        public string? Email { get; set; }
+        public string? Maps { get; set; }
+    }
+
+    public sealed class WorkOrderFrozenCompany
+    {
+        public string? Name { get; set; }
+        public string? ContactName { get; set; }
+        public string? Address { get; set; }
+        public string? City { get; set; }
+        public string? State { get; set; }
+        public string? Zip { get; set; }
+        public string? Phone { get; set; }
+        public string? Email { get; set; }
+        public string? Maps { get; set; }
+    }
+
+    public sealed class WorkOrderFrozenPoc
+    {
+        public List<WorkOrderFrozenPocContact> Contacts { get; set; } = new();
+        public string? Notes { get; set; }
+    }
+
+    public sealed class WorkOrderFrozenPocContact
+    {
+        public string? Name { get; set; }
+        public string? Phone { get; set; }
+    }
+}

Data.SeaHavenIndustries/Models/WorkerOrder.cs

@@ -93,6 +93,12 @@ namespace Data.SeaHavenIndustries
 
         // --- Completion slice ---
         public DocStatus? DocStatus { get; set; }
+        /// <summary>JSON site snapshot captured on the first transition to Completed.</summary>
+        public string? FrozenSite { get; set; }
+        /// <summary>JSON live-vendor snapshot captured on the first transition to Completed.</summary>
+        public string? FrozenCompany { get; set; }
+        /// <summary>JSON effective POC snapshot captured on the first transition to Completed.</summary>
+        public string? FrozenPoc { get; set; }
 
         /// <summary>Board flag color (#RRGGBB from fixed palette). Null = no flag.</summary>
         [MaxLength(7)]

SeaHaven.DataServices/Helpers/WorkOrderBoardProjection.cs

@@ -2,11 +2,15 @@ using Data.SeaHavenIndustries;
 using Data.SeaHavenIndustries.Enums;
 using Microsoft.EntityFrameworkCore;
 using SeaHaven.DataServices.Interfaces;
+using System.Text.Json;
 
 namespace SeaHaven.DataServices.Helpers
 {
     public static class WorkOrderBoardProjection
     {
+        private static readonly JsonSerializerOptions SnapshotJsonOptions =
+            new(JsonSerializerDefaults.Web);
+
         public static async Task<IReadOnlyList<WorkOrderBoardRawRow>> ProjectRowsAsync(
             ApplicationDbContext context,
             IQueryable<WorkOrder> query,
@@ -81,6 +85,9 @@ namespace SeaHaven.DataServices.Helpers
                     w.AdditionalContacts,
                     w.DocStatus,
                     w.CompletedDate,
+                    w.FrozenSite,
+                    w.FrozenCompany,
+                    w.FrozenPoc,
                     w.FlagColor,
                     w.PrimaryDispatchId,
                     w.RowVersion,
@@ -96,9 +103,22 @@ namespace SeaHaven.DataServices.Helpers
 
             return rows.Select(w =>
             {
-                var pocName = !string.IsNullOrWhiteSpace(w.WoPocName) ? w.WoPocName : w.ContactPoc?.Name;
-                var pocPhone = !string.IsNullOrWhiteSpace(w.WoPocPhone) ? w.WoPocPhone : w.ContactPoc?.PhoneNumber;
-                var pocNotes = !string.IsNullOrWhiteSpace(w.WoPocNotes) ? w.WoPocNotes : w.ContactPoc?.Notes;
+                var frozenSite = w.LifecycleStatus == LifecycleStatus.Completed
+                    ? Deserialize<WorkOrderFrozenSite>(w.FrozenSite)
+                    : null;
+                var frozenCompany = w.LifecycleStatus == LifecycleStatus.Completed
+                    ? Deserialize<WorkOrderFrozenCompany>(w.FrozenCompany)
+                    : null;
+                var frozenPoc = w.LifecycleStatus == LifecycleStatus.Completed
+                    ? Deserialize<WorkOrderFrozenPoc>(w.FrozenPoc)
+                    : null;
+                var primaryFrozenPoc = frozenPoc?.Contacts.FirstOrDefault();
+                var pocName = primaryFrozenPoc?.Name
+                    ?? (!string.IsNullOrWhiteSpace(w.WoPocName) ? w.WoPocName : w.ContactPoc?.Name);
+                var pocPhone = primaryFrozenPoc?.Phone
+                    ?? (!string.IsNullOrWhiteSpace(w.WoPocPhone) ? w.WoPocPhone : w.ContactPoc?.PhoneNumber);
+                var pocNotes = frozenPoc?.Notes
+                    ?? (!string.IsNullOrWhiteSpace(w.WoPocNotes) ? w.WoPocNotes : w.ContactPoc?.Notes);
                 var techPhone = !string.IsNullOrWhiteSpace(w.DispatchTechPhone)
                     ? w.DispatchTechPhone
                     : (!string.IsNullOrWhiteSpace(w.WoTechPhone) ? w.WoTechPhone : w.VendorPhone);
@@ -106,6 +126,7 @@ namespace SeaHaven.DataServices.Helpers
                     w.VendorId,
                     w.VendorName,
                     w.PrimaryDispatchStatus);
+                vendorName = frozenCompany?.Name ?? vendorName;
                 upliftByWorkOrder.TryGetValue(w.Id, out var uplift);
 
                 return new WorkOrderBoardRawRow(
@@ -115,8 +136,8 @@ namespace SeaHaven.DataServices.Helpers
                     w.CarriedOver,
                     w.IsAddOn,
                     w.WorkOrderType,
-                    w.SiteCode,
-                    w.LocationName,
+                    frozenSite?.Code ?? w.SiteCode,
+                    frozenSite?.Label ?? w.LocationName,
                     pocName,
                     pocPhone,
                     pocNotes,
@@ -135,8 +156,8 @@ namespace SeaHaven.DataServices.Helpers
                     w.ScheduleWeekOnly,
                     vendorId,
                     vendorName,
-                    w.TechName,
-                    techPhone,
+                    frozenCompany?.ContactName ?? w.TechName,
+                    frozenCompany?.Phone ?? techPhone,
                     w.DispatchApptDate,
                     w.Trade ?? w.Problem,
                     w.Problem,
@@ -160,10 +181,28 @@ namespace SeaHaven.DataServices.Helpers
                     w.OriginalWeek,
                     isUnscheduled,
                     w.Severity,
-                    w.MediaCount);
+                    w.MediaCount,
+                    frozenSite,
+                    frozenCompany,
+                    frozenPoc);
             }).ToList();
         }
 
+        private static T? Deserialize<T>(string? json)
+        {
+            if (string.IsNullOrWhiteSpace(json))
+                return default;
+
+            try
+            {
+                return JsonSerializer.Deserialize<T>(json, SnapshotJsonOptions);
+            }
+            catch (JsonException)
+            {
+                return default;
+            }
+        }
+
         /// <summary>
         /// SH-188: one round-trip for live uplifts on WOs in <paramref name="workOrders"/>
         /// (primary WorkOrderId and multi-WO DispatchWorkOrders links). Uses the same

SeaHaven.DataServices/Implementation/WorkOrderBoardMutationDataService.cs

@@ -20,7 +20,13 @@ namespace SeaHaven.DataServices.Implementation
             => await _context.workOrders.MaxAsync(w => (int?)w.Id, cancellationToken) ?? 0;
 
         public Task<WorkOrder?> GetTrackedWorkOrderAsync(int workOrderId, CancellationToken cancellationToken)
-            => _context.workOrders.FirstOrDefaultAsync(
+            => _context.workOrders
+                .Include(workOrder => workOrder.Locations)
+                .Include(workOrder => workOrder.WorkOrderContacts!)
+                    .ThenInclude(contact => contact.POC)
+                .Include(workOrder => workOrder.PrimaryDispatch!)
+                    .ThenInclude(dispatch => dispatch.Vendor)
+                .FirstOrDefaultAsync(
                 w => w.Id == workOrderId && w.istemplate != true && (w.IsDeleted != true || w.IsDeleted == null),
                 cancellationToken);
 

SeaHaven.DataServices/Interfaces/WorkOrderBoardModels.cs

@@ -1,3 +1,4 @@
+using Data.SeaHavenIndustries;
 using Data.SeaHavenIndustries.Enums;
 
 namespace SeaHaven.DataServices.Interfaces
@@ -65,7 +66,10 @@ namespace SeaHaven.DataServices.Interfaces
         DateOnly? OriginalWeek,
         bool IsUnscheduled,
         string? Severity = null,
-        int MediaCount = 0);
+        int MediaCount = 0,
+        WorkOrderFrozenSite? FrozenSite = null,
+        WorkOrderFrozenCompany? FrozenCompany = null,
+        WorkOrderFrozenPoc? FrozenPoc = null);
 
     public record WorkOrderBoardQueryResult(
         IReadOnlyList<WorkOrderBoardRawRow> ScheduledRows,

SeaHaven.Services/DTOs/WorkOrderBoardDTOs.cs

@@ -34,6 +34,44 @@ namespace SeaHaven.Services.DTOs
         public decimal? Amount { get; set; }
     }
 
+    public class WorkOrderFrozenSiteDto
+    {
+        public string? Code { get; set; }
+        public string? Label { get; set; }
+        public string? Address { get; set; }
+        public string? City { get; set; }
+        public string? State { get; set; }
+        public string? Zip { get; set; }
+        public string? Phone { get; set; }
+        public string? Email { get; set; }
+        public string? Maps { get; set; }
+    }
+
+    public class WorkOrderFrozenCompanyDto
+    {
+        public string? Name { get; set; }
+        public string? ContactName { get; set; }
+        public string? Address { get; set; }
+        public string? City { get; set; }
+        public string? State { get; set; }
+        public string? Zip { get; set; }
+        public string? Phone { get; set; }
+        public string? Email { get; set; }
+        public string? Maps { get; set; }
+    }
+
+    public class WorkOrderFrozenPocDto
+    {
+        public List<WorkOrderFrozenPocContactDto> Contacts { get; set; } = new();
+        public string? Notes { get; set; }
+    }
+
+    public class WorkOrderFrozenPocContactDto
+    {
+        public string? Name { get; set; }
+        public string? Phone { get; set; }
+    }
+
     public class WorkOrderBoardRowDto
     {
         public int Id { get; set; }
@@ -53,6 +91,9 @@ namespace SeaHaven.Services.DTOs
         public string? PocPhone { get; set; }
         public string? PocNotes { get; set; }
         public List<WorkOrderAdditionalContactDto>? AdditionalContacts { get; set; }
+        public WorkOrderFrozenSiteDto? FrozenSite { get; set; }
+        public WorkOrderFrozenCompanyDto? FrozenCompany { get; set; }
+        public WorkOrderFrozenPocDto? FrozenPoc { get; set; }
         public LifecycleStatus? LifecycleStatus { get; set; }
         public string? LifecycleStatusLabel { get; set; }
         public string? LegacyStatus { get; set; }

SeaHaven.Services/Helpers/WorkOrderCompletionSnapshotMapper.cs

@@ -0,0 +1,151 @@
+using System.Globalization;
+using System.Text.Json;
+using Data.SeaHavenIndustries;
+using SeaHaven.DataServices.Helpers;
+using SeaHaven.Services.DTOs;
+
+namespace SeaHaven.Services.Helpers
+{
+    public static class WorkOrderCompletionSnapshotMapper
+    {
+        private static readonly JsonSerializerOptions JsonOptions = new(JsonSerializerDefaults.Web);
+
+        public static void Capture(WorkOrder workOrder)
+        {
+            var location = workOrder.Locations;
+
+            var contact = workOrder.WorkOrderContacts?
+                .OrderBy(item => item.Id)
+                .FirstOrDefault();
+            var pocName = FirstNotBlank(
+                workOrder.PocName,
+                JoinName(contact?.POC?.FirstName, contact?.POC?.MiddleName, contact?.POC?.LastName));
+            var pocPhone = FirstNotBlank(workOrder.PocPhone, contact?.POC?.PhoneNumber);
+            var pocNotes = FirstNotBlank(workOrder.PocNotes, contact?.Notes);
+
+            var contacts = new List<WorkOrderFrozenPocContact>();
+            AddContact(contacts, pocName, pocPhone);
+            foreach (var additional in WorkOrderAdditionalContactsMapper.ParseJson(workOrder.AdditionalContacts)
+                         ?? Enumerable.Empty<WorkOrderAdditionalContactDto>())
+            {
+                AddContact(contacts, additional.Name, additional.Phone);
+            }
+
+            workOrder.FrozenSite = JsonSerializer.Serialize(
+                new WorkOrderFrozenSite
+                {
+                    Code = workOrder.SiteCode,
+                    Label = FirstNotBlank(location?.Name, location?.Title, workOrder.SiteCode),
+                    Address = JoinAddress(location?.Address1, location?.Address2),
+                    City = location?.City,
+                    State = location?.State,
+                    Zip = location?.Zip,
+                    Phone = location?.PhoneNumber,
+                    Email = location?.Email,
+                    Maps = location == null ? null : BuildMapsUrl(location)
+                },
+                JsonOptions);
+
+            var liveVendor = ResolveLiveVendor(workOrder.PrimaryDispatch);
+            workOrder.FrozenCompany = liveVendor == null
+                ? null
+                : JsonSerializer.Serialize(
+                    new WorkOrderFrozenCompany
+                    {
+                        Name = liveVendor.CompanyName,
+                        ContactName = liveVendor.ContactName,
+                        Address = liveVendor.Address,
+                        City = liveVendor.City,
+                        State = liveVendor.State,
+                        Zip = liveVendor.Zip,
+                        Phone = FirstNotBlank(liveVendor.CompanyPhone, liveVendor.Phone),
+                        Email = liveVendor.Email,
+                        Maps = liveVendor.GoogleMapsUrl
+                    },
+                    JsonOptions);
+
+            workOrder.FrozenPoc = JsonSerializer.Serialize(
+                new WorkOrderFrozenPoc
+                {
+                    Contacts = contacts,
+                    Notes = pocNotes
+                },
+                JsonOptions);
+        }
+
+        public static WorkOrderFrozenSite? ParseSite(string? json)
+            => Deserialize<WorkOrderFrozenSite>(json);
+
+        public static WorkOrderFrozenCompany? ParseCompany(string? json)
+            => Deserialize<WorkOrderFrozenCompany>(json);
+
+        public static WorkOrderFrozenPoc? ParsePoc(string? json)
+            => Deserialize<WorkOrderFrozenPoc>(json);
+
+        private static Vendor? ResolveLiveVendor(Dispatch? dispatch)
+        {
+            var (vendorId, _) = WorkOrderBoardDispatchAssignment.LiveVendor(
+                dispatch?.VendorId,
+                dispatch?.Vendor?.CompanyName,
+                dispatch?.Status);
+            return vendorId.HasValue ? dispatch?.Vendor : null;
+        }
+
+        private static string? BuildMapsUrl(Locations location)
+        {
+            if (!double.TryParse(location.Latitude, NumberStyles.Float, CultureInfo.InvariantCulture, out var latitude)
+                || !double.TryParse(location.Longitude, NumberStyles.Float, CultureInfo.InvariantCulture, out var longitude))
+            {
+                return null;
+            }
+
+            return FormattableString.Invariant(
+                $"https://www.google.com/maps/search/?api=1&query={latitude},{longitude}");
+        }
+
+        private static string? JoinAddress(params string?[] parts)
+        {
+            var value = string.Join(", ", parts.Where(part => !string.IsNullOrWhiteSpace(part)));
+            return string.IsNullOrWhiteSpace(value) ? null : value;
+        }
+
+        private static string? JoinName(params string?[] parts)
+        {
+            var value = string.Join(" ", parts.Where(part => !string.IsNullOrWhiteSpace(part)));
+            return string.IsNullOrWhiteSpace(value) ? null : value;
+        }
+
+        private static string? FirstNotBlank(params string?[] values)
+            => values.FirstOrDefault(value => !string.IsNullOrWhiteSpace(value))?.Trim();
+
+        private static void AddContact(
+            ICollection<WorkOrderFrozenPocContact> contacts,
+            string? name,
+            string? phone)
+        {
+            if (string.IsNullOrWhiteSpace(name) && string.IsNullOrWhiteSpace(phone))
+                return;
+
+            contacts.Add(new WorkOrderFrozenPocContact
+            {
+                Name = name?.Trim(),
+                Phone = phone?.Trim()
+            });
+        }
+
+        private static T? Deserialize<T>(string? json)
+        {
+            if (string.IsNullOrWhiteSpace(json))
+                return default;
+
+            try
+            {
+                return JsonSerializer.Deserialize<T>(json, JsonOptions);
+            }
+            catch (JsonException)
+            {
+                return default;
+            }
+        }
+    }
+}

SeaHaven.Services/Implementation/WorkOrderBoardService.cs

@@ -1,4 +1,5 @@
 using System.Security.Claims;
+using Data.SeaHavenIndustries;
 using Data.SeaHavenIndustries.Enums;
 using SeaHaven.DataServices.Helpers;
 using SeaHaven.DataServices.Interfaces;
@@ -113,6 +114,9 @@ namespace SeaHaven.Services.Implementation
                 PocName = row.PocName,
                 PocPhone = row.PocPhone,
                 PocNotes = row.PocNotes,
+                FrozenSite = MapFrozenSite(row.FrozenSite),
+                FrozenCompany = MapFrozenCompany(row.FrozenCompany),
+                FrozenPoc = MapFrozenPoc(row.FrozenPoc),
                 LifecycleStatus = row.LifecycleStatus,
                 LifecycleStatusLabel = WorkOrderDerivedFields.GetLifecycleStatusLabel(row.LifecycleStatus),
                 LegacyStatus = row.LegacyStatus,
@@ -135,7 +139,7 @@ namespace SeaHaven.Services.Implementation
                 Pm = row.Trade ?? row.Problem,
                 ServiceNotes = row.ServiceNotes,
                 ExtraServices = ParseExtraServices(row.ExtraServices),
-                AdditionalContacts = WorkOrderAdditionalContactsMapper.ParseJson(row.AdditionalContacts),
+                AdditionalContacts = MapAdditionalContacts(row),
                 DocStatus = row.DocStatus,
                 MediaCount = row.MediaCount,
                 CompletedDate = row.CompletedDate,
@@ -149,6 +153,71 @@ namespace SeaHaven.Services.Implementation
             };
         }
 
+        private static List<WorkOrderAdditionalContactDto>? MapAdditionalContacts(
+            WorkOrderBoardRawRow row)
+        {
+            if (row.FrozenPoc == null)
+                return WorkOrderAdditionalContactsMapper.ParseJson(row.AdditionalContacts);
+
+            var additional = row.FrozenPoc.Contacts
+                .Skip(1)
+                .Where(contact => !string.IsNullOrWhiteSpace(contact.Name)
+                    || !string.IsNullOrWhiteSpace(contact.Phone))
+                .Select(contact => new WorkOrderAdditionalContactDto(
+                    contact.Name ?? "",
+                    contact.Phone ?? "",
+                    null))
+                .ToList();
+            return additional.Count > 0 ? additional : null;
+        }
+
+        private static WorkOrderFrozenSiteDto? MapFrozenSite(WorkOrderFrozenSite? site)
+            => site == null
+                ? null
+                : new WorkOrderFrozenSiteDto
+                {
+                    Code = site.Code,
+                    Label = site.Label,
+                    Address = site.Address,
+                    City = site.City,
+                    State = site.State,
+                    Zip = site.Zip,
+                    Phone = site.Phone,
+                    Email = site.Email,
+                    Maps = site.Maps
+                };
+
+        private static WorkOrderFrozenCompanyDto? MapFrozenCompany(WorkOrderFrozenCompany? company)
+            => company == null
+                ? null
+                : new WorkOrderFrozenCompanyDto
+                {
+                    Name = company.Name,
+                    ContactName = company.ContactName,
+                    Address = company.Address,
+                    City = company.City,
+                    State = company.State,
+                    Zip = company.Zip,
+                    Phone = company.Phone,
+                    Email = company.Email,
+                    Maps = company.Maps
+                };
+
+        private static WorkOrderFrozenPocDto? MapFrozenPoc(WorkOrderFrozenPoc? poc)
+            => poc == null
+                ? null
+                : new WorkOrderFrozenPocDto
+                {
+                    Notes = poc.Notes,
+                    Contacts = poc.Contacts
+                        .Select(contact => new WorkOrderFrozenPocContactDto
+                        {
+                            Name = contact.Name,
+                            Phone = contact.Phone
+                        })
+                        .ToList()
+                };
+
         private static bool HasClockTime(DateTime? value)
             => value.HasValue && value.Value.TimeOfDay != TimeSpan.Zero;
 

SeaHaven.Services/Implementation/WorkOrderBoardUpdateService.cs

@@ -530,6 +530,9 @@ namespace SeaHaven.Services.Implementation
             var old = workOrder.LifecycleStatus?.ToString() ?? workOrder.Status;
             if (workOrder.LifecycleStatus != parsed)
             {
+                if (parsed == LifecycleStatus.Completed)
+                    WorkOrderCompletionSnapshotMapper.Capture(workOrder);
+
                 workOrder.LifecycleStatus = parsed;
                 workOrder.Status = WorkOrderDerivedFields.GetLifecycleStatusLabel(parsed);
                 if (workOrder.LegacyStatus == null && workOrder.Status != null)

SeaHaven.Services/Implementation/WorkOrderDetailService.cs

@@ -106,6 +106,9 @@ namespace SeaHaven.Services.Implementation
                 PocPhone = row.PocPhone,
                 PocNotes = row.PocNotes,
                 AdditionalContacts = row.AdditionalContacts,
+                FrozenSite = row.FrozenSite,
+                FrozenCompany = row.FrozenCompany,
+                FrozenPoc = row.FrozenPoc,
                 LifecycleStatus = row.LifecycleStatus,
                 LifecycleStatusLabel = row.LifecycleStatusLabel,
                 LegacyStatus = row.LegacyStatus,

SeaHavenIndustries.Tests/WorkOrderBoardUpdateServiceTests.cs

@@ -397,11 +397,13 @@ public class WorkOrderBoardUpdateServiceTests
         var wo = new WorkOrder
         {
             Id = 1,
+            LocationId = 10,
             LifecycleStatus = LifecycleStatus.Scheduled,
             DueDate = DateTime.UtcNow.Date.AddDays(-3),
             ScheduledDate = DateTime.UtcNow.Date.AddDays(-1),
             RowVersion = new byte[] { 1, 0, 0, 0, 0, 0, 0, 1 }
         };
+        context.Locations.Add(new Locations { Id = 10, Name = "Test Site" });
         context.workOrders.Add(wo);
         await context.SaveChangesAsync();
 
@@ -435,12 +437,14 @@ public class WorkOrderBoardUpdateServiceTests
         var wo = new WorkOrder
         {
             Id = 1,
+            LocationId = 10,
             InternalWONumber = "SH00001",
             WorkerOrderNumber = "SH00001",
             LifecycleStatus = LifecycleStatus.Scheduled,
             ScheduledDate = DateTime.UtcNow.Date.AddDays(1),
             RowVersion = new byte[] { 1, 0, 0, 0, 0, 0, 0, 1 }
         };
+        context.Locations.Add(new Locations { Id = 10, Name = "Test Site" });
         context.workOrders.Add(wo);
         await context.SaveChangesAsync();
 

SeaHavenIndustries.Tests/WorkOrderCompletionFreezeTests.cs

@@ -0,0 +1,207 @@
+using Data.SeaHavenIndustries;
+using Data.SeaHavenIndustries.Enums;
+using Microsoft.EntityFrameworkCore;
+using SeaHaven.DataServices.Implementation;
+using SeaHaven.Services.Constants;
+using SeaHaven.Services.DTOs;
+using SeaHaven.Services.Helpers;
+using SeaHaven.Services.Implementation;
+
+namespace SeaHavenIndustries.Tests;
+
+public class WorkOrderCompletionFreezeTests
+{
+    [Fact]
+    public async Task FirstCompletedTransitionCapturesSnapshotAndLaterPatchKeepsIt()
+    {
+        await using var context = CreateContext();
+        var service = CreateService(context);
+        var location = new Locations
+        {
+            Id = 10,
+            Name = "BK5 Chicago",
+            Address1 = "100 Main St",
+            City = "Chicago",
+            State = "IL",
+            Zip = "60601",
+            PhoneNumber = "312-555-0100",
+            Email = "site@example.com"
+        };
+        var vendor = new Vendor
+        {
+            Id = 20,
+            CompanyName = "Frozen Vendor",
+            ContactName = "Frozen Tech",
+            Address = "200 Vendor Ave",
+            City = "Chicago",
+            State = "IL",
+            Zip = "60602",
+            CompanyPhone = "312-555-0200",
+            Email = "vendor@example.com"
+        };
+        var contact = new Contacts
+        {
+            Id = 30,
+            FirstName = "Frozen",
+            LastName = "POC",
+            PhoneNumber = "312-555-0300"
+        };
+        var dispatch = new Dispatch
+        {
+            Id = 40,
+            WorkOrderId = 1,
+            VendorId = vendor.Id,
+            Vendor = vendor,
+            Status = "Sent"
+        };
+        var workOrder = new WorkOrder
+        {
+            Id = 1,
+            InternalWONumber = "00000012345",
+            SiteCode = "BK5",
+            LocationId = location.Id,
+            Locations = location,
+            LifecycleStatus = LifecycleStatus.Scheduled,
+            ScheduledDate = DateTime.UtcNow.Date.AddDays(1),
+            PrimaryDispatchId = dispatch.Id,
+            PrimaryDispatch = dispatch,
+            PocNotes = "Call first",
+            AdditionalContacts = """[{"name":"Backup","phone":"312-555-0400"}]""",
+            RowVersion = Version()
+        };
+        var workOrderContact = new WorkOrderContacts
+        {
+            Id = 50,
+            WorkorderId = workOrder.Id,
+            WorkOrder = workOrder,
+            ContactId = contact.Id,
+            POC = contact
+        };
+        workOrder.WorkOrderContacts = new[] { workOrderContact };
+        context.AddRange(location, vendor, contact, dispatch, workOrder, workOrderContact);
+        await context.SaveChangesAsync();
+
+        var completed = await service.PatchFieldAsync(
+            workOrder.Id,
+            Patch(WorkOrderBoardFieldNames.LifecycleStatus, "Complete", workOrder),
+            "actor-1");
+        var persisted = await context.workOrders.SingleAsync();
+        var frozenSiteJson = persisted.FrozenSite;
+        var frozenCompanyJson = persisted.FrozenCompany;
+        var frozenPocJson = persisted.FrozenPoc;
+
+        Assert.Equal(LifecycleStatus.Completed, completed.LifecycleStatus);
+        Assert.Equal("BK5 Chicago", completed.LocationName);
+        Assert.Equal("Frozen Vendor", completed.VendorName);
+        Assert.Equal("Frozen POC", completed.PocName);
+        Assert.Equal("Chicago", completed.FrozenSite?.City);
+        Assert.Equal("Frozen Vendor", completed.FrozenCompany?.Name);
+        Assert.Equal(2, completed.FrozenPoc?.Contacts.Count);
+
+        location.Name = "Changed Site";
+        location.City = "Milwaukee";
+        vendor.CompanyName = "Changed Vendor";
+        contact.FirstName = "Changed";
+        await context.SaveChangesAsync();
+
+        var afterFlag = await service.PatchFieldAsync(
+            workOrder.Id,
+            Patch(WorkOrderBoardFieldNames.FlagColor, "#EF4444", persisted),
+            "actor-1");
+
+        Assert.Equal(frozenSiteJson, persisted.FrozenSite);
+        Assert.Equal(frozenCompanyJson, persisted.FrozenCompany);
+        Assert.Equal(frozenPocJson, persisted.FrozenPoc);
+        Assert.Equal("BK5 Chicago", afterFlag.LocationName);
+        Assert.Equal("Frozen Vendor", afterFlag.VendorName);
+        Assert.Equal("Frozen POC", afterFlag.PocName);
+    }
+
+    [Fact]
+    public async Task FirstCompletedTransitionWithoutSiteStillCapturesAvailableSnapshot()
+    {
+        await using var context = CreateContext();
+        var service = CreateService(context);
+        var workOrder = new WorkOrder
+        {
+            Id = 1,
+            InternalWONumber = "00000012345",
+            SiteCode = "BK5",
+            LifecycleStatus = LifecycleStatus.Scheduled,
+            ScheduledDate = DateTime.UtcNow.Date.AddDays(1),
+            RowVersion = Version()
+        };
+        context.Add(workOrder);
+        await context.SaveChangesAsync();
+
+        var completed = await service.PatchFieldAsync(
+            workOrder.Id,
+            Patch(WorkOrderBoardFieldNames.LifecycleStatus, "Complete", workOrder),
+            "actor-1");
+        var persisted = await context.workOrders.SingleAsync();
+
+        Assert.Equal(LifecycleStatus.Completed, completed.LifecycleStatus);
+        Assert.Equal("BK5", completed.FrozenSite?.Code);
+        Assert.Equal("BK5", completed.FrozenSite?.Label);
+        Assert.Null(completed.FrozenSite?.City);
+        Assert.Null(completed.FrozenCompany);
+        Assert.False(string.IsNullOrWhiteSpace(persisted.FrozenSite));
+        Assert.Null(persisted.FrozenCompany);
+    }
+
+    [Fact]
+    public async Task OpenWorkOrderProjectionKeepsUsingLiveLocation()
+    {
+        await using var context = CreateContext();
+        var location = new Locations { Id = 10, Name = "Live Site", City = "Chicago" };
+        var workOrder = new WorkOrder
+        {
+            Id = 1,
+            SiteCode = "BK5",
+            LocationId = location.Id,
+            Locations = location,
+            LifecycleStatus = LifecycleStatus.Scheduled,
+            ScheduledDate = DateTime.UtcNow.Date.AddDays(1),
+            FrozenSite = """{"code":"BK5","label":"Frozen Site","city":"Old City"}""",
+            RowVersion = Version()
+        };
+        context.AddRange(location, workOrder);
+        await context.SaveChangesAsync();
+
+        var raw = await new WorkOrderBoardDataService(context).GetBoardRowByIdAsync(workOrder.Id);
+        var dto = WorkOrderBoardService.MapRawRow(Assert.IsType<SeaHaven.DataServices.Interfaces.WorkOrderBoardRawRow>(raw), DateTime.UtcNow);
+
+        Assert.Equal("Live Site", dto.LocationName);
+        Assert.Null(dto.FrozenSite);
+    }
+
+    private static ApplicationDbContext CreateContext()
+    {
+        var options = new DbContextOptionsBuilder<ApplicationDbContext>()
+            .UseInMemoryDatabase(Guid.NewGuid().ToString())
+            .Options;
+        return new ApplicationDbContext(options);
+    }
+
+    private static WorkOrderBoardUpdateService CreateService(ApplicationDbContext context)
+    {
+        var fieldLocks = new WorkOrderFieldLockService(new WorkOrderFieldLockDataService(context));
+        return new WorkOrderBoardUpdateService(
+            new WorkOrderBoardDataService(context),
+            new WorkOrderBoardMutationDataService(context),
+            new WorkOrderAuditService(new WorkOrderAuditDataService(context), fieldLocks));
+    }
+
+    private static WorkOrderBoardPatchRequestDto Patch(
+        string field,
+        string value,
+        WorkOrder workOrder)
+        => new()
+        {
+            Field = field,
+            Value = value,
+            WorkOrderVersion = Convert.ToBase64String(workOrder.RowVersion ?? Version())
+        };
+
+    private static byte[] Version() => new byte[] { 1, 0, 0, 0, 0, 0, 0, 1 };
+}