Merge remote-tracking branch 'origin/main' into feat/ab/sh-385-invite-registration

# Conflicts:
#	src/api/api-paths.ts

docs/FEATURE_PRIORITIZATION.md

@@ -26,7 +26,7 @@
 | 4     | dashboard                 | must-have   | 1    | `pages/Dashboard.js`                | `/`, `/dashboard`                                                             | 253    | auth                                                                         |
 | 5     | settings/dropdowns        | must-have   | 1    | `pages/settings/` (DropdownOptions) | `/settings/dropdowns`                                                         | 866\*  | auth                                                                         |
 | 6     | accounts                  | must-have   | 2    | `pages/accounts/`                   | `/accounts`, `/accounts/new`, `/accounts/edit/:id`                            | 745    | auth                                                                         |
-| 7     | locations                 | must-have   | 2    | `pages/locations/`                  | `/locations`, `/locations/new`, `/locations/edit/:id`                         | 1.1k   | auth, accounts                                                               |
+| 7     | locations                 | must-have   | 2    | `pages/locations/`                  | `/locations` (Add Site modal, detail panel)                                   | 1.1k   | auth, accounts                                                               |
 | 8     | employees                 | must-have   | 2    | `pages/employees/`                  | `/employees`, `/employees/new`, `/employees/edit/:id`                         | 1.9k   | auth                                                                         |
 | 9     | vendors                   | should-have | 3    | `pages/vendors/`                    | `/vendors`, `/vendors/new`, `/vendors/edit/:id`                               | 610    | auth, work-orders (full)                                                     |
 | 10    | vendor-pos                | should-have | 3    | `pages/vendor-pos/`                 | `/vendor-pos`, `/vendor-pos/:id`                                              | 1k     | auth, work-orders (full)                                                     |

src/api/api-paths.ts

@@ -33,6 +33,9 @@ export const API_PATHS = {
     pocPatch: (id: string | number) => `workorders/${id}/poc`,
     boardDetail: (id: string | number) => `workorders/${id}/detail`,
     completionTemplates: "workorders/completion-templates",
+    completionTemplateById: (id: string | number) => `workorders/completion-templates/${id}`,
+    completionTemplateLinkedWorkOrders: (id: string | number) =>
+      `workorders/completion-templates/${id}/linked-work-orders`,
     comments: (id: string | number) => `workorders/${id}/comments`,
     commentItem: (workOrderId: string | number, commentId: string | number) =>
       `workorders/${workOrderId}/comments/${commentId}`,
@@ -84,6 +87,7 @@ export const API_PATHS = {
     create: "team-members",
     detail: "team-members",
     invite: (id: string | number) => `team-members/${encodeURIComponent(String(id))}/invite`,
+    myPermissions: "team-members/me/permissions",
   },
   teamMemberInvite: {
     resolve: "team-member-invites/resolve",

src/app/(protected)/_layout.tsx

@@ -6,6 +6,7 @@ import { ProtectedRoute } from "@/components/auth/protected-route";
 import { AppSidebar } from "@/components/layout/app-sidebar";
 import { getSidebarWidth } from "@/config/menu";
 import { AppTopbar } from "@/components/layout/app-topbar";
+import { SlaAtRiskBanner } from "@/components/notifications/sla-at-risk-banner";
 import { NotificationSessionProvider } from "@/domain/notifications/session/notification-session-provider";
 
 export default function AdminShellLayout() {
@@ -40,6 +41,7 @@ export default function AdminShellLayout() {
             sx={{ width: `calc(100% - ${sidebarWidth}px)` }}
           >
             <AppTopbar onToggleNav={handleToggleNav} />
+            <SlaAtRiskBanner />
 
             <Box
               component="main"

src/app/(protected)/completion-docs/_components/completion-template-add-link.tsx

@@ -0,0 +1,20 @@
+import type { ReactNode } from "react";
+
+export function CompletionTemplateAddLink({
+  onClick,
+  children,
+}: {
+  onClick: () => void;
+  children: ReactNode;
+}) {
+  return (
+    <button
+      type="button"
+      onClick={onClick}
+      className="self-start"
+      style={{ fontSize: 12, fontWeight: 500, color: "var(--color-primary)", textAlign: "left" }}
+    >
+      {children}
+    </button>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-created-by.tsx

@@ -0,0 +1,42 @@
+import { Text } from "@/components/ui/text";
+
+function initials(name: string): string {
+  return name
+    .trim()
+    .split(/\s+/)
+    .map((part) => part[0] ?? "")
+    .join("")
+    .slice(0, 2)
+    .toUpperCase();
+}
+
+export function CompletionTemplateCreatedBy({ name }: { name: string | null }) {
+  if (name === null) {
+    return (
+      <Text variant="caption" tone="muted" sx={{ fontSize: 13 }}>
+        —
+      </Text>
+    );
+  }
+  return (
+    <span className="flex items-center gap-2">
+      <span
+        aria-hidden
+        className="flex shrink-0 items-center justify-center rounded-full"
+        style={{
+          width: 22,
+          height: 22,
+          fontSize: 9,
+          fontWeight: 600,
+          background: "var(--color-bg-muted)",
+          color: "var(--color-primary)",
+        }}
+      >
+        {initials(name)}
+      </span>
+      <Text variant="caption" sx={{ fontSize: 13 }}>
+        {name}
+      </Text>
+    </span>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-detail.tsx

@@ -0,0 +1,87 @@
+import type { ReactNode } from "react";
+import { Text } from "@/components/ui/text";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { descriptionLines } from "@/domain/completion-templates/utils/description-lines";
+import { formatTemplateDate } from "@/domain/completion-templates/utils/format-template-date";
+import { CompletionTemplateCreatedBy } from "./completion-template-created-by";
+import {
+  AutoPopulatedFields,
+  FieldLabel,
+  SectionTitle,
+  StandardSafetyBullets,
+} from "./completion-template-sections";
+
+function ReadOnlyField({ label, children }: { label: string; children: ReactNode }) {
+  return (
+    <div>
+      <Text
+        variant="label"
+        tone="muted"
+        sx={{ fontSize: 12, fontWeight: 500, display: "block", marginBottom: "6px" }}
+      >
+        {label}
+      </Text>
+      {children}
+    </div>
+  );
+}
+
+function ProcedureList({ template }: { template: CompletionTemplate }) {
+  if (template.procedures.length === 0) {
+    return (
+      <Text variant="caption" tone="muted" sx={{ fontSize: 13 }}>
+        {COMPLETION_TEMPLATE_COPY.noProcedureDetail}
+      </Text>
+    );
+  }
+  return (
+    <ol className="m-0 list-none p-0">
+      {template.procedures.map((procedure, index) => (
+        <li key={index} style={{ marginBottom: 12 }}>
+          <Text variant="label" sx={{ fontSize: 13, fontWeight: 600, display: "block", mb: 0.5 }}>
+            {procedure.name || `Procedure ${index + 1}`}
+          </Text>
+          {descriptionLines(procedure.description).map((line, lineIndex) => (
+            <Text key={lineIndex} variant="body" sx={{ fontSize: 13, lineHeight: 1.5, my: 0.5 }}>
+              {line}
+            </Text>
+          ))}
+        </li>
+      ))}
+    </ol>
+  );
+}
+
+/** Everything a template holds, read-only. */
+export function CompletionTemplateDetail({ template }: { template: CompletionTemplate }) {
+  return (
+    <div className="grid gap-3.5">
+      <SectionTitle>Completion Document</SectionTitle>
+      <ReadOnlyField label="Document Title">
+        <Text variant="body" sx={{ fontSize: 13 }}>
+          {template.name || "—"}
+        </Text>
+      </ReadOnlyField>
+      <AutoPopulatedFields />
+      <div>
+        <FieldLabel>Safety Notes</FieldLabel>
+        <StandardSafetyBullets extra={template.extraSafetyNote} />
+      </div>
+      <div>
+        <FieldLabel hint="(optional)">Procedures</FieldLabel>
+        <ProcedureList template={template} />
+      </div>
+      <div className="grid grid-cols-2 gap-3">
+        <ReadOnlyField label="Last Updated">
+          <Text variant="body" sx={{ fontSize: 13 }}>
+            {formatTemplateDate(template.lastUpdatedAt)}
+          </Text>
+        </ReadOnlyField>
+        <ReadOnlyField label="Created By">
+          <CompletionTemplateCreatedBy name={template.createdByName} />
+        </ReadOnlyField>
+      </div>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-dialog-chrome.tsx

@@ -0,0 +1,105 @@
+import { FileText, Pencil, Plus, Save, Trash2 } from "lucide-react";
+import { Button } from "@/components/ui/button";
+import { DialogCancelButton } from "@/components/ui/dialog-cancel-button";
+import { IconCloseButton } from "@/components/ui/icon-close-button";
+import { Text } from "@/components/ui/text";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplatePermissions } from "./use-completion-template-permissions";
+import type { CompletionTemplateDialogMode } from "./use-completion-template-dialog";
+
+export function CompletionTemplateDialogHeader({
+  title,
+  subtitle,
+  onClose,
+}: {
+  title: string;
+  subtitle: string;
+  onClose: () => void;
+}) {
+  return (
+    <div
+      className="flex shrink-0 items-center justify-between"
+      style={{
+        height: 60,
+        padding: "0 20px",
+        borderBottom: "1px solid var(--color-border)",
+        background: "var(--color-bg-surface)",
+      }}
+    >
+      <div className="flex min-w-0 items-center gap-2.5">
+        <FileText size={18} className="shrink-0" style={{ color: "var(--color-primary)" }} />
+        <div className="min-w-0">
+          <Text
+            as="div"
+            variant="heading"
+            className="truncate"
+            sx={{ fontSize: 16, fontWeight: 700, lineHeight: 1.1 }}
+          >
+            {title}
+          </Text>
+          <Text as="div" variant="caption" tone="muted" className="truncate" sx={{ fontSize: 13 }}>
+            {subtitle}
+          </Text>
+        </div>
+      </div>
+      <IconCloseButton onClick={onClose} />
+    </div>
+  );
+}
+
+type FooterProps = {
+  mode: CompletionTemplateDialogMode;
+  permissions: CompletionTemplatePermissions;
+  isSaving: boolean;
+  onCancel: () => void;
+  onSubmit: () => void;
+  onEdit: () => void;
+  onDelete: () => void;
+};
+
+export function CompletionTemplateDialogFooter({
+  mode,
+  permissions,
+  isSaving,
+  onCancel,
+  onSubmit,
+  onEdit,
+  onDelete,
+}: FooterProps) {
+  const footerStyle = {
+    padding: "12px 20px",
+    borderTop: "1px solid var(--color-border)",
+    background: "var(--color-bg-surface)",
+    flexShrink: 0,
+  };
+  if (mode !== "view") {
+    return (
+      <div className="flex items-center justify-end gap-3" style={footerStyle}>
+        <DialogCancelButton onClick={onCancel} disabled={isSaving} />
+        <Button onClick={onSubmit} disabled={isSaving} className="gap-1.5">
+          {mode === "create" ? <Plus size={13} /> : <Save size={13} />}
+          {mode === "create"
+            ? COMPLETION_TEMPLATE_COPY.addTemplate
+            : COMPLETION_TEMPLATE_COPY.saveChanges}
+        </Button>
+      </div>
+    );
+  }
+  return (
+    <div
+      className={`flex items-center gap-3 ${permissions.canDelete ? "justify-between" : "justify-end"}`}
+      style={footerStyle}
+    >
+      {permissions.canDelete && (
+        <Button variant="ghost" onClick={onDelete} className="gap-1.5 text-destructive">
+          <Trash2 size={13} /> Delete
+        </Button>
+      )}
+      {permissions.canEdit && (
+        <Button onClick={onEdit} className="gap-1.5">
+          <Pencil size={13} /> Edit
+        </Button>
+      )}
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-dialog-heading.ts

@@ -0,0 +1,21 @@
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { formatTemplateDate } from "@/domain/completion-templates/utils/format-template-date";
+import type { CompletionTemplateDialogMode } from "./use-completion-template-dialog";
+
+export function dialogHeading(
+  template: CompletionTemplate | null,
+  mode: CompletionTemplateDialogMode,
+): { title: string; subtitle: string } {
+  if (template === null) {
+    return {
+      title: "New Completion Document Template",
+      subtitle: "Completion Document Template",
+    };
+  }
+  if (mode === "edit") return { title: template.name, subtitle: "Editing template" };
+  const createdBy = template.createdByName ?? "—";
+  return {
+    title: template.name,
+    subtitle: `Created by ${createdBy} · Updated ${formatTemplateDate(template.lastUpdatedAt)}`,
+  };
+}

src/app/(protected)/completion-docs/_components/completion-template-dialog.tsx

@@ -0,0 +1,102 @@
+import { Dialog, DialogTitle } from "@mui/material";
+import { useState } from "react";
+import { dialogBlurBackdropSlotProps } from "@/components/ui/dialog-blur-backdrop";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { CompletionTemplateDetail } from "./completion-template-detail";
+import {
+  CompletionTemplateDialogFooter,
+  CompletionTemplateDialogHeader,
+} from "./completion-template-dialog-chrome";
+import { dialogHeading } from "./completion-template-dialog-heading";
+import { CompletionTemplateForm } from "./completion-template-form";
+import { CompletionTemplatePreview } from "./completion-template-preview";
+import { DeleteCompletionTemplateDialog } from "./delete-completion-template-dialog";
+import {
+  useCompletionTemplateDialog,
+  type CompletionTemplateDialogMode,
+} from "./use-completion-template-dialog";
+import type { CompletionTemplatePermissions } from "./use-completion-template-permissions";
+
+type CompletionTemplateDialogProps = {
+  /** `null` adds a new template. */
+  template: CompletionTemplate | null;
+  initialMode: CompletionTemplateDialogMode;
+  permissions: CompletionTemplatePermissions;
+  onClose: () => void;
+  onSaved: (template: CompletionTemplate) => void;
+};
+
+/** View, add or edit one template beside its document preview. */
+export function CompletionTemplateDialog({
+  template,
+  initialMode,
+  permissions,
+  onClose,
+  onSaved,
+}: CompletionTemplateDialogProps) {
+  const dialog = useCompletionTemplateDialog({ template, initialMode, onClose, onSaved });
+  const [confirmingDelete, setConfirmingDelete] = useState(false);
+  const heading = dialogHeading(template, dialog.mode);
+
+  return (
+    <Dialog
+      open
+      onClose={onClose}
+      maxWidth={false}
+      aria-labelledby="completion-template-dialog-title"
+      slotProps={{
+        ...dialogBlurBackdropSlotProps,
+        paper: {
+          className: "flex max-h-[85vh] flex-col overflow-hidden border border-border p-0",
+          style: {
+            borderRadius: 12,
+            width: "min(1040px, calc(100vw - 32px))",
+            maxWidth: "none",
+            background: "var(--color-bg-muted)",
+          },
+        },
+      }}
+    >
+      <DialogTitle id="completion-template-dialog-title" className="sr-only">
+        {heading.title}
+      </DialogTitle>
+      <CompletionTemplateDialogHeader
+        title={heading.title}
+        subtitle={heading.subtitle}
+        onClose={onClose}
+      />
+      <div className="flex min-h-0 flex-1 flex-row">
+        <CompletionTemplatePreview values={dialog.previewValues} isEditing={dialog.isEditing} />
+        <div
+          className="flex min-h-0 flex-col"
+          style={{ width: "42%", background: "var(--color-bg-surface)" }}
+        >
+          <div className="min-h-0 flex-1 overflow-y-auto" style={{ padding: 20 }}>
+            {dialog.isEditing ? (
+              <CompletionTemplateForm form={dialog.form} />
+            ) : (
+              template !== null && <CompletionTemplateDetail template={template} />
+            )}
+          </div>
+        </div>
+      </div>
+      <CompletionTemplateDialogFooter
+        mode={dialog.mode}
+        permissions={permissions}
+        isSaving={dialog.isSaving}
+        onCancel={dialog.cancel}
+        onSubmit={() => void dialog.submit()}
+        onEdit={dialog.startEditing}
+        onDelete={() => setConfirmingDelete(true)}
+      />
+      {template !== null && permissions.canDelete && (
+        <DeleteCompletionTemplateDialog
+          template={template}
+          open={confirmingDelete}
+          onClose={() => setConfirmingDelete(false)}
+          onDeleted={onClose}
+        />
+      )}
+    </Dialog>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-form.tsx

@@ -0,0 +1,64 @@
+import { Controller, type UseFormReturn } from "react-hook-form";
+import { FormField } from "@/components/ui/form-field";
+import { TextField } from "@/components/ui/text-field";
+import type { CompletionTemplateFormValues } from "@/domain/completion-templates/schemas/completion-template-schema";
+import { CompletionTemplateProceduresEditor } from "./completion-template-procedures-editor";
+import { CompletionTemplateSafetyNoteField } from "./completion-template-safety-note-field";
+import {
+  AutoPopulatedFields,
+  FieldLabel,
+  SectionTitle,
+  StandardSafetyBullets,
+} from "./completion-template-sections";
+
+type CompletionTemplateFormProps = {
+  form: UseFormReturn<CompletionTemplateFormValues>;
+};
+
+function TitleField({ form }: CompletionTemplateFormProps) {
+  return (
+    <Controller
+      control={form.control}
+      name="name"
+      render={({ field, fieldState }) => (
+        <FormField
+          label="Document Title"
+          htmlFor="completion-template-title"
+          required
+          error={fieldState.error !== undefined}
+          helperText={fieldState.error?.message}
+        >
+          <TextField
+            id="completion-template-title"
+            value={field.value}
+            onChange={field.onChange}
+            onBlur={field.onBlur}
+            inputRef={field.ref}
+            placeholder="Completion document title"
+            error={fieldState.error !== undefined}
+          />
+        </FormField>
+      )}
+    />
+  );
+}
+
+/** The editable template: title, fixed references, the optional note and procedures. */
+export function CompletionTemplateForm({ form }: CompletionTemplateFormProps) {
+  return (
+    <div className="grid gap-3.5">
+      <SectionTitle>Completion Document</SectionTitle>
+      <TitleField form={form} />
+      <AutoPopulatedFields />
+      <div className="grid gap-1">
+        <FieldLabel>Safety Notes</FieldLabel>
+        <StandardSafetyBullets />
+        <CompletionTemplateSafetyNoteField form={form} />
+      </div>
+      <div>
+        <FieldLabel hint="(optional)">Procedures</FieldLabel>
+        <CompletionTemplateProceduresEditor form={form} />
+      </div>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-preview.tsx

@@ -0,0 +1,133 @@
+import { FileText } from "lucide-react";
+import { Text } from "@/components/ui/text";
+import { CompDocDocumentFrame } from "@/app/(protected)/workorders/_components/comp-doc/comp-doc-document-frame";
+import { CompDocPreviewHeader } from "@/app/(protected)/workorders/_components/comp-doc/comp-doc-preview-header";
+import { CompDocProcedureHeading } from "@/app/(protected)/workorders/_components/comp-doc/comp-doc-procedure-heading";
+import { CompDocSafetyBullets } from "@/app/(protected)/workorders/_components/comp-doc/comp-doc-safety-bullets";
+import {
+  AUTO_POPULATED_FIELDS,
+  COMPLETION_TEMPLATE_COPY,
+} from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplateProcedure } from "@/domain/completion-templates/types/completion-template";
+import { descriptionLines } from "@/domain/completion-templates/utils/description-lines";
+
+export interface CompletionTemplatePreviewValues {
+  name: string;
+  extraSafetyNote: string | null;
+  procedures: CompletionTemplateProcedure[];
+}
+
+type CompletionTemplatePreviewProps = {
+  values: CompletionTemplatePreviewValues;
+  isEditing: boolean;
+};
+
+function PreviewPill({ isEditing }: { isEditing: boolean }) {
+  return (
+    <div className="flex shrink-0 items-center justify-center" style={{ padding: "12px 0" }}>
+      <span
+        className="inline-flex items-center gap-1.5"
+        style={{
+          height: 28,
+          padding: "0 12px",
+          borderRadius: 9999,
+          background: "var(--color-bg-surface)",
+          border: "1px solid var(--color-border)",
+          fontSize: 12,
+          fontWeight: 500,
+          color: "var(--muted-foreground)",
+        }}
+      >
+        <FileText size={13} />
+        {isEditing ? "Live preview" : "Document preview"}
+      </span>
+    </div>
+  );
+}
+
+function PreviewTitle({ name }: { name: string }) {
+  const title = name.trim();
+  return (
+    <>
+      <Text
+        as="h2"
+        variant="title"
+        family="body"
+        sx={{
+          fontSize: 13,
+          fontWeight: 700,
+          letterSpacing: "0.02em",
+          color: title ? "#161E38" : "#9CA3AF",
+          margin: "16px 0 4px",
+        }}
+      >
+        {title ? title.toUpperCase() : COMPLETION_TEMPLATE_COPY.untitledDocument}
+      </Text>
+      <Text variant="body" sx={{ fontSize: 12, color: "#58595B", margin: "2px 0 12px" }}>
+        {AUTO_POPULATED_FIELDS.join(" · ")} {COMPLETION_TEMPLATE_COPY.autoFilledSuffix}
+      </Text>
+    </>
+  );
+}
+
+function PreviewProcedures({ procedures }: { procedures: CompletionTemplateProcedure[] }) {
+  if (procedures.length === 0) {
+    return (
+      <Text
+        variant="body"
+        sx={{ fontSize: 12.5, color: "#9CA3AF", margin: "16px 0 0", fontStyle: "italic" }}
+      >
+        {COMPLETION_TEMPLATE_COPY.noProcedurePreview}
+      </Text>
+    );
+  }
+  return (
+    <>
+      {procedures.map((procedure, index) => (
+        <section key={index} aria-label={`Preview procedure ${index + 1}`}>
+          <CompDocProcedureHeading>
+            {procedure.name.trim() || `Procedure ${index + 1}`}
+          </CompDocProcedureHeading>
+          {descriptionLines(procedure.description).map((line, lineIndex) => (
+            <Text
+              key={lineIndex}
+              variant="body"
+              sx={{ fontSize: 13, lineHeight: 1.5, color: "#161E38", margin: "4px 0" }}
+            >
+              {line}
+            </Text>
+          ))}
+        </section>
+      ))}
+    </>
+  );
+}
+
+/** The template rendered on the same page, header and safety bullets as a work order's document. */
+export function CompletionTemplatePreview({ values, isEditing }: CompletionTemplatePreviewProps) {
+  const note = values.extraSafetyNote?.trim() ?? "";
+  return (
+    <div
+      className="flex min-h-0 flex-col"
+      style={{
+        width: "58%",
+        borderRight: "1px solid var(--color-border)",
+        background: "var(--color-bg-muted)",
+      }}
+    >
+      <PreviewPill isEditing={isEditing} />
+      <div
+        className="min-h-0 flex-1 overflow-x-hidden overflow-y-auto"
+        style={{ padding: "0 20px 20px" }}
+        data-testid="completion-template-preview"
+      >
+        <CompDocDocumentFrame>
+          <CompDocPreviewHeader />
+          <PreviewTitle name={values.name} />
+          <CompDocSafetyBullets extra={note === "" ? [] : [note]} />
+          <PreviewProcedures procedures={values.procedures} />
+        </CompDocDocumentFrame>
+      </div>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-procedures-editor.tsx

@@ -0,0 +1,103 @@
+import { Controller, useFieldArray, type UseFormReturn } from "react-hook-form";
+import { Text } from "@/components/ui/text";
+import { TextField } from "@/components/ui/text-field";
+import { PROCEDURE_NAME_MAX_LENGTH } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplateFormValues } from "@/domain/completion-templates/schemas/completion-template-schema";
+import { CompletionTemplateAddLink } from "./completion-template-add-link";
+import { CompletionTemplateRemoveButton } from "./completion-template-remove-button";
+
+type ProceduresEditorProps = {
+  form: UseFormReturn<CompletionTemplateFormValues>;
+};
+
+const DESCRIPTION_PLACEHOLDER =
+  "Describe the procedure — steps, sub-items, whatever the source document has. One item per line works well.";
+
+function ProcedureFields({ form, index }: ProceduresEditorProps & { index: number }) {
+  return (
+    <div className="grid gap-2.5">
+      <Controller
+        control={form.control}
+        name={`procedures.${index}.name`}
+        render={({ field }) => (
+          <TextField
+            value={field.value}
+            onChange={field.onChange}
+            onBlur={field.onBlur}
+            inputRef={field.ref}
+            placeholder="Procedure name (e.g. Backflow Procedure)"
+            slotProps={{
+              htmlInput: {
+                "aria-label": `Procedure ${index + 1} name`,
+                maxLength: PROCEDURE_NAME_MAX_LENGTH,
+              },
+            }}
+          />
+        )}
+      />
+      <Controller
+        control={form.control}
+        name={`procedures.${index}.description`}
+        render={({ field }) => (
+          <TextField
+            value={field.value}
+            onChange={field.onChange}
+            onBlur={field.onBlur}
+            inputRef={field.ref}
+            multiline
+            minRows={5}
+            maxRows={8}
+            placeholder={DESCRIPTION_PLACEHOLDER}
+            slotProps={{ htmlInput: { "aria-label": `Procedure ${index + 1} description` } }}
+            sx={{ "& .MuiOutlinedInput-root": { height: "auto" } }}
+          />
+        )}
+      />
+    </div>
+  );
+}
+
+/** Procedures print in the order they are listed here. */
+export function CompletionTemplateProceduresEditor({ form }: ProceduresEditorProps) {
+  const { fields, append, remove } = useFieldArray({ control: form.control, name: "procedures" });
+
+  return (
+    <div className="grid gap-3">
+      {fields.map((field, index) => (
+        <fieldset
+          key={field.id}
+          aria-label={`Procedure ${index + 1}`}
+          className="m-0 min-w-0"
+          style={{
+            padding: 12,
+            borderRadius: "var(--radius-md)",
+            border: "1px solid var(--color-border)",
+          }}
+        >
+          <div className="flex items-center justify-between" style={{ marginBottom: 8 }}>
+            <Text
+              variant="caption"
+              tone="muted"
+              sx={{
+                fontSize: 12,
+                fontWeight: 600,
+                textTransform: "uppercase",
+                letterSpacing: "0.04em",
+              }}
+            >
+              Procedure {index + 1}
+            </Text>
+            <CompletionTemplateRemoveButton
+              label={`Remove procedure ${index + 1}`}
+              onClick={() => remove(index)}
+            />
+          </div>
+          <ProcedureFields form={form} index={index} />
+        </fieldset>
+      ))}
+      <CompletionTemplateAddLink onClick={() => append({ name: "", description: "" })}>
+        + Add procedure
+      </CompletionTemplateAddLink>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-remove-button.tsx

@@ -0,0 +1,22 @@
+import { X } from "lucide-react";
+
+export function CompletionTemplateRemoveButton({
+  label,
+  onClick,
+}: {
+  label: string;
+  onClick: () => void;
+}) {
+  return (
+    <button
+      type="button"
+      onClick={onClick}
+      title={label}
+      aria-label={label}
+      className="shrink-0"
+      style={{ color: "var(--color-text-muted)" }}
+    >
+      <X size={14} />
+    </button>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-safety-note-field.tsx

@@ -0,0 +1,55 @@
+import { Controller, useWatch, type UseFormReturn } from "react-hook-form";
+import { TextField } from "@/components/ui/text-field";
+import { EXTRA_SAFETY_NOTE_MAX_LENGTH } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplateFormValues } from "@/domain/completion-templates/schemas/completion-template-schema";
+import { CompletionTemplateAddLink } from "./completion-template-add-link";
+import { CompletionTemplateRemoveButton } from "./completion-template-remove-button";
+
+type SafetyNoteFieldProps = {
+  form: UseFormReturn<CompletionTemplateFormValues>;
+};
+
+/** At most one template-specific note, printed after the standard bullets. */
+export function CompletionTemplateSafetyNoteField({ form }: SafetyNoteFieldProps) {
+  const note = useWatch({ control: form.control, name: "extraSafetyNote" });
+  const setNote = (value: string | null) =>
+    form.setValue("extraSafetyNote", value, { shouldDirty: true });
+
+  if (note === null) {
+    return (
+      <CompletionTemplateAddLink onClick={() => setNote("")}>
+        + Add safety note
+      </CompletionTemplateAddLink>
+    );
+  }
+  return (
+    <div className="flex items-start gap-2">
+      <Controller
+        control={form.control}
+        name="extraSafetyNote"
+        render={({ field }) => (
+          <TextField
+            multiline
+            minRows={3}
+            maxRows={8}
+            value={field.value ?? ""}
+            onChange={field.onChange}
+            onBlur={field.onBlur}
+            inputRef={field.ref}
+            placeholder="Type safety note…"
+            slotProps={{
+              htmlInput: {
+                "aria-label": "Extra safety note",
+                maxLength: EXTRA_SAFETY_NOTE_MAX_LENGTH,
+              },
+            }}
+            sx={{ "& .MuiOutlinedInput-root": { height: "auto" } }}
+          />
+        )}
+      />
+      <div style={{ marginTop: 6 }}>
+        <CompletionTemplateRemoveButton label="Remove safety note" onClick={() => setNote(null)} />
+      </div>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-sections.tsx

@@ -0,0 +1,75 @@
+import type { ReactNode } from "react";
+import { Text } from "@/components/ui/text";
+import { AUTO_POPULATED_FIELDS } from "@/domain/completion-templates/constants/completion-template-constants";
+import { SAFETY_BULLETS } from "@/domain/work-orders/utils/completion-doc-procedures";
+
+export function SectionTitle({ children }: { children: ReactNode }) {
+  return (
+    <Text as="div" variant="heading" family="body" sx={{ fontSize: 16, fontWeight: 600 }}>
+      {children}
+    </Text>
+  );
+}
+
+export function FieldLabel({ children, hint }: { children: ReactNode; hint?: string }) {
+  return (
+    <div className="flex items-baseline gap-1.5" style={{ marginBottom: 4 }}>
+      <Text
+        variant="caption"
+        tone="muted"
+        sx={{ fontSize: 11, fontWeight: 500, textTransform: "uppercase", letterSpacing: "0.06em" }}
+      >
+        {children}
+      </Text>
+      {hint !== undefined && (
+        <Text variant="caption" tone="muted" sx={{ fontSize: 11 }}>
+          {hint}
+        </Text>
+      )}
+    </div>
+  );
+}
+
+export function AutoPopulatedFields() {
+  return (
+    <div>
+      <FieldLabel>Auto-populated fields</FieldLabel>
+      <ul className="m-0 flex list-none flex-wrap items-center gap-1.5 p-0">
+        {AUTO_POPULATED_FIELDS.map((field) => (
+          <li
+            key={field}
+            className="inline-flex items-center"
+            style={{
+              background: "var(--color-bg-muted)",
+              color: "var(--color-text-muted)",
+              fontSize: 12,
+              padding: "2px 8px",
+              borderRadius: 4,
+            }}
+          >
+            {field}
+          </li>
+        ))}
+      </ul>
+    </div>
+  );
+}
+
+/** The standard bullets every generated document prints; never editable per template. */
+export function StandardSafetyBullets({ extra }: { extra?: string | null }) {
+  return (
+    <ul aria-label="Safety notes" style={{ margin: "0 0 8px", paddingLeft: 18 }}>
+      {SAFETY_BULLETS.map((bullet) => (
+        <li
+          key={bullet}
+          style={{ fontSize: 12.5, color: "var(--color-text-muted)", margin: "2px 0" }}
+        >
+          {bullet}
+        </li>
+      ))}
+      {Boolean(extra) && (
+        <li style={{ fontSize: 12.5, margin: "2px 0", whiteSpace: "pre-wrap" }}>{extra}</li>
+      )}
+    </ul>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-templates-table.tsx

@@ -0,0 +1,162 @@
+import { Table, TableBody, TableCell, TableHead, TableRow } from "@mui/material";
+import { Eye, FileText, Pencil, Search } from "lucide-react";
+import type { MouseEvent } from "react";
+import { TableLoadingRow } from "@/components/ui/table-state-rows";
+import { Text } from "@/components/ui/text";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { formatTemplateDate } from "@/domain/completion-templates/utils/format-template-date";
+import { CompletionTemplateCreatedBy } from "./completion-template-created-by";
+
+const HEAD_CELL_SX = {
+  fontSize: 10.5,
+  fontWeight: 700,
+  letterSpacing: "0.06em",
+  textTransform: "uppercase",
+  background: "var(--color-bg-muted)",
+  padding: "11px 14px",
+  whiteSpace: "nowrap",
+} as const;
+
+const BODY_CELL_SX = { fontSize: 13, padding: "8px 12px" } as const;
+
+type CompletionTemplatesTableProps = {
+  templates: CompletionTemplate[];
+  isLoading: boolean;
+  /** The load failed: the page shows the error, so there is no search result to explain. */
+  hasError: boolean;
+  canEdit: boolean;
+  onView: (template: CompletionTemplate) => void;
+  onEdit: (template: CompletionTemplate) => void;
+};
+
+function RowAction({
+  label,
+  icon: Icon,
+  onClick,
+}: {
+  label: string;
+  icon: typeof Eye;
+  onClick: () => void;
+}) {
+  return (
+    <button
+      type="button"
+      title={label}
+      aria-label={label}
+      onClick={(event: MouseEvent) => {
+        event.stopPropagation();
+        onClick();
+      }}
+      className="flex size-7 items-center justify-center rounded-md text-muted-foreground transition-colors hover:bg-muted hover:text-primary"
+    >
+      <Icon size={15} />
+    </button>
+  );
+}
+
+function EmptyRow() {
+  return (
+    <TableRow>
+      <TableCell colSpan={4} sx={{ padding: 0, borderBottom: 0 }}>
+        <div
+          className="flex flex-col items-center justify-center gap-2 text-center"
+          style={{ padding: "64px 16px" }}
+        >
+          <Search size={22} aria-hidden style={{ color: "var(--color-text-muted)" }} />
+          <Text variant="body" sx={{ fontSize: 14, fontWeight: 600 }}>
+            {COMPLETION_TEMPLATE_COPY.emptySearchTitle}
+          </Text>
+          <Text variant="description" tone="muted" sx={{ fontSize: 12.5 }}>
+            {COMPLETION_TEMPLATE_COPY.emptySearchHint}
+          </Text>
+        </div>
+      </TableCell>
+    </TableRow>
+  );
+}
+
+function TemplateRow({
+  template,
+  canEdit,
+  onView,
+  onEdit,
+}: Omit<CompletionTemplatesTableProps, "templates" | "isLoading" | "hasError"> & {
+  template: CompletionTemplate;
+}) {
+  return (
+    <TableRow hover onClick={() => onView(template)} sx={{ cursor: "pointer", height: 52 }}>
+      <TableCell sx={BODY_CELL_SX}>
+        <span className="inline-flex items-center gap-2.5">
+          <span
+            aria-hidden
+            className="inline-flex shrink-0 items-center justify-center rounded-full"
+            style={{
+              width: 28,
+              height: 28,
+              background: "var(--color-bg-muted)",
+              color: "var(--color-primary)",
+            }}
+          >
+            <FileText size={14} />
+          </span>
+          {template.name}
+        </span>
+      </TableCell>
+      <TableCell sx={{ ...BODY_CELL_SX, color: "text.secondary" }}>
+        {formatTemplateDate(template.lastUpdatedAt)}
+      </TableCell>
+      <TableCell sx={BODY_CELL_SX}>
+        <CompletionTemplateCreatedBy name={template.createdByName} />
+      </TableCell>
+      <TableCell sx={BODY_CELL_SX}>
+        <span className="flex items-center gap-1">
+          <RowAction label="View details" icon={Eye} onClick={() => onView(template)} />
+          {canEdit && <RowAction label="Edit" icon={Pencil} onClick={() => onEdit(template)} />}
+        </span>
+      </TableCell>
+    </TableRow>
+  );
+}
+
+export function CompletionTemplatesTable({
+  templates,
+  isLoading,
+  hasError,
+  canEdit,
+  onView,
+  onEdit,
+}: CompletionTemplatesTableProps) {
+  return (
+    <Table
+      stickyHeader
+      size="small"
+      aria-label="Completion document templates"
+      sx={{ minWidth: 700 }}
+    >
+      <TableHead>
+        <TableRow>
+          <TableCell sx={{ ...HEAD_CELL_SX, width: 360 }}>Document Title</TableCell>
+          <TableCell sx={{ ...HEAD_CELL_SX, width: 140 }}>Last Updated</TableCell>
+          <TableCell sx={{ ...HEAD_CELL_SX, width: 180 }}>Created By</TableCell>
+          <TableCell sx={{ ...HEAD_CELL_SX, width: 90 }}>
+            <span className="sr-only">Actions</span>
+          </TableCell>
+        </TableRow>
+      </TableHead>
+      <TableBody>
+        {isLoading && <TableLoadingRow colSpan={4} />}
+        {!isLoading && !hasError && templates.length === 0 && <EmptyRow />}
+        {templates.map((template) => (
+          <TemplateRow
+            key={template.id}
+            template={template}
+            canEdit={canEdit}
+            onView={onView}
+            onEdit={onEdit}
+          />
+        ))}
+      </TableBody>
+    </Table>
+  );
+}

src/app/(protected)/completion-docs/_components/delete-completion-template-dialog.tsx

@@ -0,0 +1,98 @@
+import { CircularProgress, Dialog, DialogActions, DialogContent, DialogTitle } from "@mui/material";
+import { useNavigate } from "react-router";
+import { Button } from "@/components/ui/button";
+import { DialogCancelButton } from "@/components/ui/dialog-cancel-button";
+import { Text } from "@/components/ui/text";
+import type {
+  CompletionTemplate,
+  LinkedWorkOrders,
+} from "@/domain/completion-templates/types/completion-template";
+import { useDeleteCompletionTemplate } from "@/domain/completion-templates/use-cases/use-completion-template-mutations";
+import { useLinkedWorkOrders } from "@/domain/completion-templates/use-cases/use-completion-templates";
+import { buildWorkOrderIdsHref } from "@/domain/work-orders/utils/work-order-ids-filter";
+
+type DeleteCompletionTemplateDialogProps = {
+  template: CompletionTemplate;
+  open: boolean;
+  onClose: () => void;
+  onDeleted: () => void;
+};
+
+function deleteMessage(name: string, linked: LinkedWorkOrders): string {
+  if (linked.count === 0) return `This will permanently remove "${name}". This cannot be undone.`;
+  const plural = linked.count === 1 ? "" : "s";
+  return (
+    `This will permanently remove "${name}". It's still linked to ${linked.count} open work ` +
+    `order${plural} through its Service — deleting it won't change that Service, but new ` +
+    "documents generated for those work orders will fall back to a generic procedure until " +
+    "reassigned. This cannot be undone."
+  );
+}
+
+function LinkedWorkOrdersMessage({
+  name,
+  linked,
+}: {
+  name: string;
+  linked: ReturnType<typeof useLinkedWorkOrders>;
+}) {
+  if (linked.isPending) {
+    return (
+      <div className="flex items-center gap-2" role="status">
+        <CircularProgress size={16} />
+        <Text variant="description" tone="muted">
+          Checking linked work orders…
+        </Text>
+      </div>
+    );
+  }
+  if (linked.isError) {
+    return (
+      <Text variant="error">
+        Couldn't check which work orders use this template. Close this and try again.
+      </Text>
+    );
+  }
+  return <Text variant="description">{deleteMessage(name, linked.data)}</Text>;
+}
+
+/** Deleting always asks first, and names the open work orders that still depend on the template. */
+export function DeleteCompletionTemplateDialog({
+  template,
+  open,
+  onClose,
+  onDeleted,
+}: DeleteCompletionTemplateDialogProps) {
+  const navigate = useNavigate();
+  const linked = useLinkedWorkOrders(open ? template.id : null);
+  const remove = useDeleteCompletionTemplate();
+  const linkedIds = linked.data?.workOrderIds ?? [];
+
+  function confirmDelete() {
+    remove.mutate(template.id, { onSuccess: onDeleted });
+  }
+
+  return (
+    <Dialog open={open} onClose={onClose} maxWidth="xs" fullWidth>
+      <DialogTitle>Delete this template?</DialogTitle>
+      <DialogContent>
+        <LinkedWorkOrdersMessage name={template.name} linked={linked} />
+      </DialogContent>
+      <DialogActions>
+        <DialogCancelButton onClick={onClose} />
+        {linkedIds.length > 0 && (
+          <Button variant="outline" onClick={() => void navigate(buildWorkOrderIdsHref(linkedIds))}>
+            View linked work orders
+          </Button>
+        )}
+        <Button
+          variant="destructive"
+          onClick={confirmDelete}
+          disabled={!linked.isSuccess || remove.isPending}
+        >
+          Delete
+        </Button>
+      </DialogActions>
+    </Dialog>
+  );
+}

src/app/(protected)/completion-docs/_components/use-completion-template-dialog.ts

@@ -0,0 +1,109 @@
+import { zodResolver } from "@hookform/resolvers/zod";
+import { useState } from "react";
+import { useForm, useWatch } from "react-hook-form";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import {
+  toCompletionTemplateFormValues,
+  toCompletionTemplateInput,
+} from "@/domain/completion-templates/mappers/completion-template-mapper";
+import {
+  completionTemplateFormSchema,
+  type CompletionTemplateFormValues,
+} from "@/domain/completion-templates/schemas/completion-template-schema";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import {
+  isTitleRequiredError,
+  useCreateCompletionTemplate,
+  useUpdateCompletionTemplate,
+} from "@/domain/completion-templates/use-cases/use-completion-template-mutations";
+import type { CompletionTemplatePreviewValues } from "./completion-template-preview";
+
+export type CompletionTemplateDialogMode = "create" | "view" | "edit";
+
+type UseCompletionTemplateDialogOptions = {
+  template: CompletionTemplate | null;
+  initialMode: CompletionTemplateDialogMode;
+  onClose: () => void;
+  onSaved: (template: CompletionTemplate) => void;
+};
+
+function usePreviewValues(
+  control: ReturnType<typeof useForm<CompletionTemplateFormValues>>["control"],
+): CompletionTemplatePreviewValues {
+  const watched = useWatch({ control });
+  return {
+    name: watched.name ?? "",
+    extraSafetyNote: watched.extraSafetyNote ?? null,
+    procedures: (watched.procedures ?? []).map((procedure) => ({
+      name: procedure?.name ?? "",
+      description: procedure?.description ?? "",
+    })),
+  };
+}
+
+export function useCompletionTemplateDialog({
+  template,
+  initialMode,
+  onClose,
+  onSaved,
+}: UseCompletionTemplateDialogOptions) {
+  const [mode, setMode] = useState<CompletionTemplateDialogMode>(
+    template === null ? "create" : initialMode,
+  );
+  const form = useForm<CompletionTemplateFormValues>({
+    resolver: zodResolver(completionTemplateFormSchema),
+    defaultValues: toCompletionTemplateFormValues(template),
+  });
+  const previewValues = usePreviewValues(form.control);
+  const create = useCreateCompletionTemplate();
+  const update = useUpdateCompletionTemplate();
+
+  function showServerTitleError(error: Error) {
+    if (!isTitleRequiredError(error)) return;
+    form.setError(
+      "name",
+      { message: COMPLETION_TEMPLATE_COPY.titleRequired },
+      { shouldFocus: true },
+    );
+  }
+
+  const submit = form.handleSubmit((values) => {
+    const input = toCompletionTemplateInput(values);
+    if (template === null) {
+      create.mutate(input, { onSuccess: onClose, onError: showServerTitleError });
+      return;
+    }
+    update.mutate(
+      { template, input },
+      {
+        onSuccess: (saved) => {
+          form.reset(toCompletionTemplateFormValues(saved));
+          setMode("view");
+          onSaved(saved);
+        },
+        onError: showServerTitleError,
+      },
+    );
+  });
+
+  /** Discards unsaved edits: back to the template as it was, or closed when creating. */
+  function cancel() {
+    if (template === null) {
+      onClose();
+      return;
+    }
+    form.reset(toCompletionTemplateFormValues(template));
+    setMode("view");
+  }
+
+  return {
+    mode,
+    isEditing: mode !== "view",
+    form,
+    previewValues,
+    submit,
+    cancel,
+    startEditing: () => setMode("edit"),
+    isSaving: create.isPending || update.isPending,
+  };
+}

src/app/(protected)/completion-docs/_components/use-completion-template-permissions.ts

@@ -0,0 +1,17 @@
+import { hasPermission, usePermissions } from "@/domain/auth/use-cases/use-permissions";
+
+export interface CompletionTemplatePermissions {
+  canCreate: boolean;
+  canEdit: boolean;
+  canDelete: boolean;
+}
+
+/** Template actions follow the signed-in user's effective permissions, never their role alone. */
+export function useCompletionTemplatePermissions(): CompletionTemplatePermissions {
+  const permissions = usePermissions();
+  return {
+    canCreate: hasPermission(permissions, "createCompletionDocTemplates"),
+    canEdit: hasPermission(permissions, "editCompletionDocTemplates"),
+    canDelete: hasPermission(permissions, "deleteCompletionDocTemplates"),
+  };
+}

src/app/(protected)/completion-docs/index.tsx

@@ -0,0 +1,99 @@
+import { Box } from "@mui/material";
+import { Plus } from "lucide-react";
+import { useState } from "react";
+import { Button } from "@/components/ui/button";
+import { PageHeader } from "@/components/ui/page-header";
+import { QueryErrorPanel } from "@/components/ui/query-error-panel";
+import { SearchInput } from "@/components/ui/search-input";
+import { Text } from "@/components/ui/text";
+import {
+  COMPLETION_TEMPLATE_COPY,
+  templateCountLabel,
+} from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { useCompletionTemplates } from "@/domain/completion-templates/use-cases/use-completion-templates";
+import { useDebounce } from "@/hooks/use-debounce";
+import { CompletionTemplateDialog } from "./_components/completion-template-dialog";
+import { CompletionTemplatesTable } from "./_components/completion-templates-table";
+import type { CompletionTemplateDialogMode } from "./_components/use-completion-template-dialog";
+import { useCompletionTemplatePermissions } from "./_components/use-completion-template-permissions";
+
+type OpenDialog = { template: CompletionTemplate | null; mode: CompletionTemplateDialogMode };
+
+export default function CompletionDocsPage() {
+  const permissions = useCompletionTemplatePermissions();
+  const [search, setSearch] = useState("");
+  const debouncedSearch = useDebounce(search, 250);
+  const all = useCompletionTemplates();
+  const filtered = useCompletionTemplates(debouncedSearch);
+  const [dialog, setDialog] = useState<OpenDialog | null>(null);
+  const templates = filtered.data ?? [];
+
+  return (
+    <Box className="flex h-full flex-col overflow-hidden p-2.5">
+      <PageHeader
+        surface
+        title={COMPLETION_TEMPLATE_COPY.pageTitle}
+        subtitle={templateCountLabel(all.data?.length ?? 0)}
+        actions={
+          <div className="flex items-center gap-2">
+            <SearchInput
+              value={search}
+              onChange={setSearch}
+              placeholder={COMPLETION_TEMPLATE_COPY.searchPlaceholder}
+              aria-label="Search document title"
+              className="w-56"
+            />
+            {permissions.canCreate && (
+              <Button
+                onClick={() => setDialog({ template: null, mode: "create" })}
+                className="gap-1.5"
+              >
+                <Plus size={13} /> {COMPLETION_TEMPLATE_COPY.addTemplate}
+              </Button>
+            )}
+          </div>
+        }
+      />
+
+      {filtered.error !== null && (
+        <QueryErrorPanel
+          className="mt-3 shrink-0"
+          compact
+          message={filtered.error.message || "Failed to load templates."}
+          onRetry={() => void filtered.refetch()}
+        />
+      )}
+
+      <div
+        className="mt-4 min-h-0 flex-1 overflow-auto rounded-lg border border-border"
+        style={{ background: "var(--card)" }}
+      >
+        <CompletionTemplatesTable
+          templates={templates}
+          isLoading={filtered.isPending}
+          hasError={filtered.error !== null}
+          canEdit={permissions.canEdit}
+          onView={(template) => setDialog({ template, mode: "view" })}
+          onEdit={(template) => setDialog({ template, mode: "edit" })}
+        />
+      </div>
+      <div className="shrink-0 px-4 py-2">
+        <Text variant="caption" tone="muted" sx={{ fontSize: 11 }}>
+          {templateCountLabel(templates.length)}
+        </Text>
+      </div>
+
+      {dialog !== null && (
+        <CompletionTemplateDialog
+          key={dialog.template?.id ?? "new"}
+          template={dialog.template}
+          initialMode={dialog.mode}
+          permissions={permissions}
+          onClose={() => setDialog(null)}
+          onSaved={(template) => setDialog({ template, mode: "view" })}
+        />
+      )}
+    </Box>
+  );
+}

src/app/(protected)/locations/_components/add-site-dialog.tsx

@@ -0,0 +1,94 @@
+import { useForm } from "react-hook-form";
+import { zodResolver } from "@hookform/resolvers/zod";
+import {
+  Box,
+  Button,
+  Dialog,
+  DialogActions,
+  DialogContent,
+  DialogTitle,
+  Typography,
+} from "@mui/material";
+import { DIALOG_BLUR_BACKDROP_SX } from "@/components/ui/dialog-blur-backdrop";
+import {
+  locationDefaultValues,
+  locationSchema,
+  type LocationFormValues,
+} from "@/domain/locations/schemas/location-schema";
+import { useCreateLocation } from "@/domain/locations/use-cases/use-create-location";
+import {
+  DUPLICATE_SITE_CODE_MESSAGE,
+  isDuplicateSiteCodeError,
+} from "@/domain/locations/utils/site-code-conflict";
+import { SiteFormFields } from "./site-form-fields";
+
+interface AddSiteDialogProps {
+  open: boolean;
+  onClose: () => void;
+}
+
+/** Add Site modal: closes on success; a duplicate Site Code stays open with an inline error. */
+export function AddSiteDialog({ open, onClose }: AddSiteDialogProps) {
+  const createLocation = useCreateLocation();
+  const form = useForm<LocationFormValues>({
+    resolver: zodResolver(locationSchema),
+    defaultValues: locationDefaultValues,
+  });
+
+  const close = () => {
+    form.reset(locationDefaultValues);
+    createLocation.reset();
+    onClose();
+  };
+
+  const onSubmit = (values: LocationFormValues) => {
+    createLocation.mutate(values, {
+      onSuccess: close,
+      onError: (error) => {
+        if (isDuplicateSiteCodeError(error)) {
+          form.setError("name", { type: "server", message: DUPLICATE_SITE_CODE_MESSAGE });
+        }
+      },
+    });
+  };
+
+  return (
+    <Dialog
+      open={open}
+      onClose={() => {
+        if (!createLocation.isPending) {
+          close();
+        }
+      }}
+      fullWidth
+      maxWidth="sm"
+      aria-labelledby="add-site-title"
+      slotProps={{ backdrop: { sx: DIALOG_BLUR_BACKDROP_SX } }}
+    >
+      <Box component="form" noValidate onSubmit={form.handleSubmit(onSubmit)}>
+        <DialogTitle id="add-site-title">
+          Add Site
+          <Typography
+            variant="body2"
+            component="span"
+            className="block"
+            sx={{ color: "text.secondary" }}
+          >
+            Create a new client site record.
+          </Typography>
+        </DialogTitle>
+        <DialogContent dividers>
+          <SiteFormFields form={form} />
+        </DialogContent>
+        <DialogActions>
+          <Button variant="text" onClick={close} disabled={createLocation.isPending}>
+            Cancel
+          </Button>
+          <Button type="submit" variant="contained" disabled={createLocation.isPending}>
+            {createLocation.isPending ? "Adding..." : "Add Site"}
+          </Button>
+        </DialogActions>
+      </Box>
+    </Dialog>
+  );
+}

src/app/(protected)/locations/_components/client-select.tsx

@@ -0,0 +1,64 @@
+import { useMemo, useState } from "react";
+import { Controller, type Control, type FieldError } from "react-hook-form";
+import { Autocomplete, TextField } from "@mui/material";
+import type { AccountListItem } from "@/domain/accounts/types/account";
+import { useAccountsList } from "@/domain/accounts/use-cases/use-accounts-list";
+import type { LocationFormValues } from "@/domain/locations/schemas/location-schema";
+import { useDebounce } from "@/hooks/use-debounce";
+
+type ClientOption = Pick<AccountListItem, "id" | "name">;
+
+interface ClientSelectProps {
+  control: Control<LocationFormValues>;
+  error?: FieldError;
+  /** Stored client, shown even when it is not in the first page of search results. */
+  initialClient?: ClientOption;
+}
+
+/** Searchable client (account) picker bound to `accountId`. */
+export function ClientSelect({ control, error, initialClient }: ClientSelectProps) {
+  const [search, setSearch] = useState("");
+  const debouncedSearch = useDebounce(search, 300);
+  const { data, isLoading } = useAccountsList({ search: debouncedSearch, page: 1, pageSize: 50 });
+
+  const options = useMemo<ClientOption[]>(() => {
+    const items: ClientOption[] = data?.items ?? [];
+    const hasInitial =
+      initialClient !== undefined &&
+      items.some((item) => String(item.id) === String(initialClient.id));
+    return initialClient === undefined || hasInitial ? items : [initialClient, ...items];
+  }, [data?.items, initialClient]);
+
+  return (
+    <Controller
+      name="accountId"
+      control={control}
+      render={({ field }) => (
+        <Autocomplete<ClientOption>
+          options={options}
+          loading={isLoading}
+          getOptionLabel={(option) => option.name || String(option.id)}
+          isOptionEqualToValue={(option, value) => String(option.id) === String(value.id)}
+          value={options.find((option) => String(option.id) === field.value) ?? null}
+          onChange={(_event, option) => field.onChange(option ? String(option.id) : "")}
+          onBlur={field.onBlur}
+          onInputChange={(_event, value, reason) => {
+            if (reason === "input") {
+              setSearch(value);
+            }
+          }}
+          renderInput={(params) => (
+            <TextField
+              {...params}
+              label="Client"
+              required
+              placeholder="Search clients..."
+              error={Boolean(error)}
+              helperText={error?.message}
+            />
+          )}
+        />
+      )}
+    />
+  );
+}

src/app/(protected)/locations/_components/location-contacts-field-array.tsx

@@ -202,7 +202,7 @@ export function LocationContactsFieldArray({
     <Box ref={rootRef}>
       <Stack direction="row" sx={{ alignItems: "center", justifyContent: "space-between" }}>
         <Typography variant="subtitle2" className="font-semibold uppercase">
-          Contacts
+          Points of contact
         </Typography>
         <Button
           size="small"
@@ -210,7 +210,7 @@ export function LocationContactsFieldArray({
           startIcon={<AddIcon fontSize="small" />}
           onClick={() => append({ name: "", phone: "" })}
         >
-          Add Contact
+          Add point of contact
         </Button>
       </Stack>
       <Stack spacing={1.5} className="mt-2">

src/app/(protected)/locations/_components/location-delete-dialog.tsx

@@ -1,42 +0,0 @@
-import {
-  Button,
-  Dialog,
-  DialogActions,
-  DialogContent,
-  DialogContentText,
-  DialogTitle,
-} from "@mui/material";
-import type { LocationListItem } from "@/domain/locations/types/location";
-
-interface LocationDeleteDialogProps {
-  isPending: boolean;
-  onClose: () => void;
-  onConfirm: () => void;
-  target: LocationListItem | null;
-}
-
-export function LocationDeleteDialog({
-  isPending,
-  onClose,
-  onConfirm,
-  target,
-}: LocationDeleteDialogProps) {
-  return (
-    <Dialog open={Boolean(target)} onClose={onClose}>
-      <DialogTitle>Delete Location</DialogTitle>
-      <DialogContent>
-        <DialogContentText>
-          Are you sure you want to delete &quot;{target?.name}&quot;? This action cannot be undone.
-        </DialogContentText>
-      </DialogContent>
-      <DialogActions>
-        <Button onClick={onClose} disabled={isPending}>
-          Cancel
-        </Button>
-        <Button color="error" variant="contained" onClick={onConfirm} disabled={isPending}>
-          {isPending ? "Deleting..." : "Delete"}
-        </Button>
-      </DialogActions>
-    </Dialog>
-  );
-}

src/app/(protected)/locations/_components/location-form-fields.tsx

@@ -1,143 +0,0 @@
-import { Controller, type Control, type FieldErrors, type UseFormRegister } from "react-hook-form";
-import {
-  Autocomplete,
-  FormControl,
-  InputLabel,
-  MenuItem,
-  Select,
-  Stack,
-  TextField,
-  Typography,
-} from "@mui/material";
-import type { AccountListItem } from "@/domain/accounts/types/account";
-import type { LocationFormValues } from "@/domain/locations/schemas/location-schema";
-import { LOCATION_STATUS_OPTIONS } from "@/domain/locations/types/location";
-import { LocationContactsFieldArray } from "./location-contacts-field-array";
-import { StateSelect } from "./state-select";
-
-interface SharedFieldsProps {
-  control: Control<LocationFormValues>;
-  errors: FieldErrors<LocationFormValues>;
-  register: UseFormRegister<LocationFormValues>;
-}
-
-interface LocationDetailsFieldsProps extends SharedFieldsProps {
-  accountOptions: AccountListItem[];
-  isLoadingAccounts: boolean;
-  onAccountSearchChange: (value: string) => void;
-}
-
-export function LocationDetailsFields({
-  accountOptions,
-  control,
-  errors,
-  isLoadingAccounts,
-  onAccountSearchChange,
-  register,
-}: LocationDetailsFieldsProps) {
-  return (
-    <Stack spacing={2}>
-      <Typography variant="subtitle1" className="font-semibold">
-        Location Information
-      </Typography>
-      <Stack direction={{ xs: "column", md: "row" }} spacing={2}>
-        <TextField
-          {...register("name")}
-          label="Name"
-          required
-          error={Boolean(errors.name)}
-          helperText={errors.name?.message}
-          fullWidth
-        />
-        <Controller
-          name="accountId"
-          control={control}
-          render={({ field }) => (
-            <Autocomplete
-              options={accountOptions}
-              loading={isLoadingAccounts}
-              getOptionLabel={(option: AccountListItem) => option.name || String(option.id)}
-              isOptionEqualToValue={(option, value) => String(option.id) === String(value.id)}
-              value={accountOptions.find((account) => String(account.id) === field.value) ?? null}
-              onChange={(_event, option) => field.onChange(option ? String(option.id) : "")}
-              onInputChange={(_event, value, reason) => {
-                if (reason === "input") {
-                  onAccountSearchChange(value);
-                }
-              }}
-              renderInput={(params) => (
-                <TextField {...params} label="Account" placeholder="Search accounts..." />
-              )}
-              className="flex-1"
-            />
-          )}
-        />
-      </Stack>
-      <TextField
-        {...register("address")}
-        label="Address"
-        required
-        error={Boolean(errors.address)}
-        helperText={errors.address?.message}
-        fullWidth
-      />
-      <Stack direction={{ xs: "column", md: "row" }} spacing={2}>
-        <TextField
-          {...register("city")}
-          label="City"
-          required
-          error={Boolean(errors.city)}
-          helperText={errors.city?.message}
-          fullWidth
-        />
-        <StateSelect control={control} error={errors.state} />
-        <TextField
-          {...register("zipCode")}
-          label="Zip Code"
-          required
-          error={Boolean(errors.zipCode)}
-          helperText={errors.zipCode?.message}
-          fullWidth
-        />
-      </Stack>
-    </Stack>
-  );
-}
-
-export function LocationContactFields({ control, errors, register }: SharedFieldsProps) {
-  return (
-    <Stack spacing={2}>
-      <Typography variant="subtitle1" className="font-semibold">
-        Contact Information
-      </Typography>
-      <LocationContactsFieldArray control={control} errors={errors} register={register} />
-      <Stack direction={{ xs: "column", md: "row" }} spacing={2}>
-        <TextField
-          {...register("contactEmail")}
-          label="Contact Email"
-          type="email"
-          required
-          error={Boolean(errors.contactEmail)}
-          helperText={errors.contactEmail?.message}
-          fullWidth
-        />
-        <Controller
-          name="status"
-          control={control}
-          render={({ field }) => (
-            <FormControl fullWidth required error={Boolean(errors.status)}>
-              <InputLabel id="status-label">Status</InputLabel>
-              <Select {...field} labelId="status-label" label="Status" value={field.value}>
-                {LOCATION_STATUS_OPTIONS.map((status) => (
-                  <MenuItem key={status} value={status}>
-                    {status}
-                  </MenuItem>
-                ))}
-              </Select>
-            </FormControl>
-          )}
-        />
-      </Stack>
-    </Stack>
-  );
-}

src/app/(protected)/locations/_components/location-form.tsx

@@ -1,141 +0,0 @@
-import { useEffect, useMemo, useState } from "react";
-import { useForm } from "react-hook-form";
-import { zodResolver } from "@hookform/resolvers/zod";
-import { useNavigate, useParams } from "react-router";
-import { Alert, Box, Button, CircularProgress, Paper, Stack, Typography } from "@mui/material";
-import { useAccountsList } from "@/domain/accounts/use-cases/use-accounts-list";
-import { normalizeStateCode } from "@/data/areas";
-import {
-  locationDefaultValues,
-  locationSchema,
-  type LocationFormValues,
-} from "@/domain/locations/schemas/location-schema";
-import { useCreateLocation } from "@/domain/locations/use-cases/use-create-location";
-import { useLocationDetail } from "@/domain/locations/use-cases/use-location-detail";
-import { useUpdateLocation } from "@/domain/locations/use-cases/use-update-location";
-import { useDebounce } from "@/hooks/use-debounce";
-import { LocationContactFields, LocationDetailsFields } from "./location-form-fields";
-
-export default function LocationFormPage() {
-  const { id } = useParams();
-  const navigate = useNavigate();
-  const isEdit = Boolean(id);
-
-  const [accountSearch, setAccountSearch] = useState("");
-  const debouncedAccountSearch = useDebounce(accountSearch, 300);
-
-  const { data: location, isLoading, error } = useLocationDetail(id);
-  const { data: accountsData, isLoading: isLoadingAccounts } = useAccountsList({
-    search: debouncedAccountSearch,
-    page: 1,
-    pageSize: 50,
-  });
-  const createLocation = useCreateLocation();
-  const updateLocation = useUpdateLocation();
-
-  const accountOptions = useMemo(() => accountsData?.items ?? [], [accountsData?.items]);
-
-  const {
-    register,
-    handleSubmit,
-    reset,
-    control,
-    formState: { errors },
-  } = useForm<LocationFormValues>({
-    resolver: zodResolver(locationSchema),
-    defaultValues: locationDefaultValues,
-  });
-
-  useEffect(() => {
-    if (location && isEdit) {
-      reset({
-        name: location.name ?? "",
-        accountId: location.accountId != null ? String(location.accountId) : "",
-        address: location.address ?? "",
-        city: location.city ?? "",
-        state: normalizeStateCode(location.state) ?? "",
-        zipCode: location.zipCode ?? "",
-        contacts:
-          location.contacts && location.contacts.length > 0
-            ? location.contacts
-            : [{ name: location.contact ?? "", phone: location.phone ?? "" }],
-        contactEmail: location.contactEmail ?? "",
-        status: (location.status as LocationFormValues["status"]) || "Active",
-      });
-    }
-  }, [location, isEdit, reset]);
-
-  const isSaving = createLocation.isPending || updateLocation.isPending;
-
-  const onSubmit = (values: LocationFormValues) => {
-    if (isEdit && id) {
-      updateLocation.mutate({ id, values });
-      return;
-    }
-    createLocation.mutate(values);
-  };
-
-  if (isEdit && isLoading) {
-    return (
-      <Box className="flex justify-center p-10">
-        <CircularProgress />
-      </Box>
-    );
-  }
-
-  return (
-    <Box className="mx-auto max-w-4xl p-4">
-      <Paper variant="outlined" className="p-6">
-        <Stack spacing={4}>
-          <Stack
-            direction="row"
-            sx={{
-              justifyContent: "space-between",
-              alignItems: "center",
-            }}
-          >
-            <Typography variant="h5" component="h1">
-              {isEdit ? "Edit Location" : "Create a Location"}
-            </Typography>
-            <Button variant="text" onClick={() => navigate("/locations")}>
-              Back to list
-            </Button>
-          </Stack>
-
-          {Boolean(error) && (
-            <Alert severity="error">
-              {error instanceof Error ? error.message : "Failed to load location"}
-            </Alert>
-          )}
-
-          <Box component="form" onSubmit={handleSubmit(onSubmit)} className="flex flex-col gap-6">
-            <LocationDetailsFields
-              accountOptions={accountOptions}
-              control={control}
-              errors={errors}
-              isLoadingAccounts={isLoadingAccounts}
-              onAccountSearchChange={setAccountSearch}
-              register={register}
-            />
-            <LocationContactFields control={control} errors={errors} register={register} />
-
-            <Stack
-              direction="row"
-              spacing={2}
-              sx={{
-                justifyContent: "flex-end",
-              }}
-            >
-              <Button variant="outlined" onClick={() => navigate("/locations")} disabled={isSaving}>
-                Cancel
-              </Button>
-              <Button type="submit" variant="contained" disabled={isSaving}>
-                {isSaving ? "Saving..." : isEdit ? "Update Location" : "Create Location"}
-              </Button>
-            </Stack>
-          </Box>
-        </Stack>
-      </Paper>
-    </Box>
-  );
-}

src/app/(protected)/locations/_components/locations-table.tsx

@@ -1,9 +1,6 @@
-import DeleteOutlineIcon from "@mui/icons-material/DeleteOutlined";
-import EditOutlinedIcon from "@mui/icons-material/EditOutlined";
 import {
   Button,
   CircularProgress,
-  IconButton,
   Paper,
   Table,
   TableBody,
@@ -11,7 +8,6 @@ import {
   TableContainer,
   TableHead,
   TableRow,
-  Tooltip,
   Typography,
 } from "@mui/material";
 import type { LocationListItem } from "@/domain/locations/types/location";
@@ -20,84 +16,82 @@ import { StateAreaCell } from "./state-area-cell";
 
 interface LocationsTableProps {
   isLoading: boolean;
-  onDelete: (row: LocationListItem) => void;
-  onEdit: (row: LocationListItem) => void;
+  onOpen: (row: LocationListItem) => void;
   rows: LocationListItem[];
+  selectedId?: string | null;
 }
 
-export function LocationsTable({ isLoading, onDelete, onEdit, rows }: LocationsTableProps) {
+const COLUMN_COUNT = 7;
+
+export function LocationsTable({
+  isLoading,
+  onOpen,
+  rows,
+  selectedId = null,
+}: LocationsTableProps) {
   return (
     <TableContainer component={Paper} variant="outlined">
       <Table size="small">
         <TableHead>
           <TableRow>
-            <TableCell className="font-semibold">Location Name</TableCell>
-            <TableCell className="font-semibold">Address</TableCell>
+            <TableCell className="font-semibold">Site Code</TableCell>
+            <TableCell className="font-semibold">Client</TableCell>
+            <TableCell className="font-semibold">Street Address</TableCell>
             <TableCell className="font-semibold">City</TableCell>
             <TableCell className="font-semibold">State</TableCell>
-            <TableCell className="font-semibold">Phone</TableCell>
-            <TableCell className="font-semibold">Contact</TableCell>
-            <TableCell className="font-semibold">Status</TableCell>
-            <TableCell align="right" className="font-semibold">
-              Actions
-            </TableCell>
+            <TableCell className="font-semibold">POC Name</TableCell>
+            <TableCell className="font-semibold">POC Phone</TableCell>
           </TableRow>
         </TableHead>
         <TableBody>
-          {isLoading ? (
+          {isLoading && (
             <TableRow>
-              <TableCell colSpan={8} align="center" className="py-10">
+              <TableCell colSpan={COLUMN_COUNT} align="center" className="py-10">
                 <CircularProgress size={28} />
               </TableCell>
             </TableRow>
-          ) : rows.length === 0 ? (
+          )}
+          {!isLoading && rows.length === 0 && (
             <TableRow>
-              <TableCell colSpan={8} align="center" className="py-10">
-                <Typography sx={{ color: "text.secondary" }}>No locations found</Typography>
+              <TableCell colSpan={COLUMN_COUNT} align="center" className="py-10">
+                <Typography sx={{ color: "text.secondary" }}>No sites found</Typography>
               </TableCell>
             </TableRow>
-          ) : (
+          )}
+          {!isLoading &&
             rows.map((row) => (
-              <TableRow key={String(row.id)} hover>
+              <TableRow
+                key={String(row.id)}
+                hover
+                selected={String(row.id) === selectedId}
+                onClick={() => onOpen(row)}
+                className="cursor-pointer"
+              >
                 <TableCell>
                   <Button
                     variant="text"
                     size="small"
                     className="font-semibold"
-                    onClick={() => onEdit(row)}
+                    onClick={(event) => {
+                      event.stopPropagation();
+                      onOpen(row);
+                    }}
                   >
                     {row.name || "—"}
                   </Button>
                 </TableCell>
+                <TableCell>{row.clientName || "—"}</TableCell>
                 <TableCell>{row.address || "—"}</TableCell>
                 <TableCell>{row.city || "—"}</TableCell>
                 <TableCell>
                   <StateAreaCell state={row.state} />
                 </TableCell>
-                <TableCell>{row.phone || "—"}</TableCell>
                 <TableCell>
                   <LocationsContactsCell row={row} />
                 </TableCell>
-                <TableCell>{row.status || "—"}</TableCell>
-                <TableCell align="right">
-                  <Tooltip title="Edit">
-                    <IconButton size="small" aria-label="Edit location" onClick={() => onEdit(row)}>
-                      <EditOutlinedIcon fontSize="small" />
-                    </IconButton>
-                  </Tooltip>
-                  <Tooltip title="Delete">
-                    <IconButton
-                      size="small"
-                      aria-label="Delete location"
-                      onClick={() => onDelete(row)}
-                    >
-                      <DeleteOutlineIcon fontSize="small" />
-                    </IconButton>
-                  </Tooltip>
-                </TableCell>
+                <TableCell>{row.phone || "—"}</TableCell>
               </TableRow>
-            ))
-          )}
+            ))}
         </TableBody>
       </Table>
     </TableContainer>

src/app/(protected)/locations/_components/site-delete-dialog.tsx

@@ -0,0 +1,110 @@
+import { useNavigate } from "react-router";
+import {
+  Button,
+  CircularProgress,
+  Dialog,
+  DialogActions,
+  DialogContent,
+  DialogContentText,
+  DialogTitle,
+} from "@mui/material";
+import { DIALOG_BLUR_BACKDROP_SX } from "@/components/ui/dialog-blur-backdrop";
+import { useDeleteLocation } from "@/domain/locations/use-cases/use-delete-location";
+import { useSiteOpenWorkOrders } from "@/domain/locations/use-cases/use-site-open-work-orders";
+import { buildSiteOpenWorkOrdersHref } from "@/domain/work-orders/utils/dashboard-drilldown-params";
+import { buildWorkOrderIdsHref } from "@/domain/work-orders/utils/work-order-ids-filter";
+
+interface SiteDeleteDialogProps {
+  open: boolean;
+  siteId: string;
+  siteCode: string;
+  onClose: () => void;
+  onDeleted: () => void;
+}
+
+const CHECK_FAILED_MESSAGE =
+  "Couldn't check this site for open work orders. Try again before deleting it.";
+
+function describeDeletion(siteCode: string, openCount: number): string {
+  if (openCount === 0) {
+    return `This will permanently remove ${siteCode} from Sites. This cannot be undone.`;
+  }
+  const noun = openCount === 1 ? "work order" : "work orders";
+  return `This will permanently remove ${siteCode} from Sites. It still has ${openCount} open ${noun} — deleting the site won't cancel them automatically. This cannot be undone.`;
+}
+
+/** Delete confirmation; warns with the open work-order count and links to those work orders. */
+export function SiteDeleteDialog({
+  open,
+  siteId,
+  siteCode,
+  onClose,
+  onDeleted,
+}: SiteDeleteDialogProps) {
+  const navigate = useNavigate();
+  const deleteLocation = useDeleteLocation();
+  const {
+    data: openWorkOrders,
+    isLoading,
+    isError,
+    isFetching,
+    refetch,
+  } = useSiteOpenWorkOrders(siteId, open);
+  const openCount = openWorkOrders?.count ?? 0;
+  // Without a current count the warning cannot be trusted, so Delete waits for a successful check.
+  // `isFetching` covers reopening: the count cached from the last open is stale until the refetch lands.
+  const countUnknown = isLoading || isFetching || isError;
+  // The server caps the id list; when it doesn't cover the stated count, open the site's whole board.
+  const openIds = openWorkOrders?.workOrderIds ?? [];
+  const openWorkOrdersHref =
+    openIds.length > 0 && openIds.length >= openCount
+      ? buildWorkOrderIdsHref(openIds)
+      : buildSiteOpenWorkOrdersHref(siteId);
+
+  return (
+    <Dialog
+      open={open}
+      onClose={() => {
+        if (!deleteLocation.isPending) {
+          onClose();
+        }
+      }}
+      aria-labelledby="site-delete-title"
+      slotProps={{ backdrop: { sx: DIALOG_BLUR_BACKDROP_SX } }}
+    >
+      <DialogTitle id="site-delete-title">Delete this site?</DialogTitle>
+      <DialogContent>
+        {isFetching && !isError && (
+          <CircularProgress size={20} aria-label="Checking open work orders" />
+        )}
+        {isError && <DialogContentText role="alert">{CHECK_FAILED_MESSAGE}</DialogContentText>}
+        {!countUnknown && (
+          <DialogContentText>{describeDeletion(siteCode, openCount)}</DialogContentText>
+        )}
+      </DialogContent>
+      <DialogActions>
+        <Button variant="text" onClick={onClose} disabled={deleteLocation.isPending}>
+          Cancel
+        </Button>
+        {isError && (
+          <Button variant="outlined" disabled={isFetching} onClick={() => void refetch()}>
+            Try again
+          </Button>
+        )}
+        {!countUnknown && openCount > 0 && (
+          <Button variant="outlined" onClick={() => navigate(openWorkOrdersHref)}>
+            View open work orders
+          </Button>
+        )}
+        <Button
+          variant="contained"
+          color="error"
+          disabled={countUnknown || deleteLocation.isPending}
+          onClick={() => deleteLocation.mutate(siteId, { onSuccess: onDeleted })}
+        >
+          {deleteLocation.isPending ? "Deleting..." : "Delete"}
+        </Button>
+      </DialogActions>
+    </Dialog>
+  );
+}

src/app/(protected)/locations/_components/site-detail-edit.tsx

@@ -0,0 +1,68 @@
+import { useForm } from "react-hook-form";
+import { zodResolver } from "@hookform/resolvers/zod";
+import { Box, Button, Stack } from "@mui/material";
+import {
+  locationSchema,
+  type LocationFormValues,
+} from "@/domain/locations/schemas/location-schema";
+import type { Location } from "@/domain/locations/types/location";
+import { useUpdateLocation } from "@/domain/locations/use-cases/use-update-location";
+import { SiteFormFields } from "./site-form-fields";
+import { toSiteFormValues } from "./site-form-values";
+
+interface SiteDetailEditProps {
+  siteId: string;
+  location: Location;
+  /** Back to view mode: after Cancel (no API call) or after a successful save. */
+  onDone: () => void;
+}
+
+/** Edit mode of the site panel; Site Code is read-only, Save needs a valid, changed form. */
+export function SiteDetailEdit({ siteId, location, onDone }: SiteDetailEditProps) {
+  const updateLocation = useUpdateLocation();
+  const form = useForm<LocationFormValues>({
+    resolver: zodResolver(locationSchema),
+    defaultValues: toSiteFormValues(location),
+    mode: "onChange",
+  });
+  const { isDirty, isValid } = form.formState;
+  const initialClient =
+    location.accountId != null && location.clientName
+      ? { id: location.accountId, name: location.clientName }
+      : undefined;
+
+  const onSubmit = (values: LocationFormValues) => {
+    updateLocation.mutate({ id: siteId, values }, { onSuccess: onDone });
+  };
+
+  return (
+    <Box
+      component="form"
+      noValidate
+      onSubmit={form.handleSubmit(onSubmit)}
+      className="flex min-h-0 flex-1 flex-col"
+      aria-label="Edit site"
+    >
+      <Box className="min-h-0 flex-1 overflow-y-auto px-4 py-3">
+        <SiteFormFields form={form} siteCodeReadOnly initialClient={initialClient} />
+      </Box>
+      <Stack
+        direction="row"
+        spacing={1}
+        className="border-t px-4 py-3"
+        sx={{ justifyContent: "flex-end", borderColor: "divider" }}
+      >
+        <Button variant="text" onClick={onDone} disabled={updateLocation.isPending}>
+          Cancel
+        </Button>
+        <Button
+          type="submit"
+          variant="contained"
+          disabled={!isDirty || !isValid || updateLocation.isPending}
+        >
+          {updateLocation.isPending ? "Saving..." : "Save changes"}
+        </Button>
+      </Stack>
+    </Box>
+  );
+}

src/app/(protected)/locations/_components/site-detail-panel.tsx

@@ -0,0 +1,132 @@
+import { useContext, useEffect, useState } from "react";
+import { Alert, Box, Button, CircularProgress, Drawer, Stack, Typography } from "@mui/material";
+import { IconCloseButton } from "@/components/ui/icon-close-button";
+import type { Location } from "@/domain/locations/types/location";
+import { useLocationDetail } from "@/domain/locations/use-cases/use-location-detail";
+import { canDeleteSites } from "@/lib/auth/user-utils";
+import { AuthContext } from "@/providers/auth-context";
+import { SiteDeleteDialog } from "./site-delete-dialog";
+import { SiteDetailEdit } from "./site-detail-edit";
+import { SiteDetailView } from "./site-detail-view";
+
+export const SITE_PANEL_WIDTH = 420;
+
+interface SiteDetailPanelProps {
+  /** Selected site id; `null` closes the panel. */
+  siteId: string | null;
+  onClose: () => void;
+}
+
+function PanelHeader({ location, onClose }: { location?: Location; onClose: () => void }) {
+  return (
+    <Stack
+      direction="row"
+      className="border-b px-4 py-3"
+      sx={{ alignItems: "flex-start", justifyContent: "space-between", borderColor: "divider" }}
+    >
+      <Box>
+        <Typography variant="h6" component="h2">
+          {location?.name || "Site"}
+        </Typography>
+        <Typography variant="body2" sx={{ color: "text.secondary" }}>
+          {location?.clientName || " "}
+        </Typography>
+      </Box>
+      <IconCloseButton label="Close site details" onClick={onClose} />
+    </Stack>
+  );
+}
+
+function PanelBody({ siteId, onClose }: { siteId: string; onClose: () => void }) {
+  const [mode, setMode] = useState<"view" | "edit">("view");
+  const [isDeleteOpen, setIsDeleteOpen] = useState(false);
+  const canDelete = canDeleteSites(useContext(AuthContext)?.user?.userRoles);
+  const { data: location, isLoading, error } = useLocationDetail(siteId);
+
+  return (
+    <>
+      <PanelHeader location={location} onClose={onClose} />
+      {isLoading && (
+        <Box className="flex justify-center p-8">
+          <CircularProgress size={28} />
+        </Box>
+      )}
+      {Boolean(error) && (
+        <Alert severity="error" className="m-4">
+          {error instanceof Error ? error.message : "Failed to load site"}
+        </Alert>
+      )}
+      {location !== undefined && mode === "edit" && (
+        <SiteDetailEdit siteId={siteId} location={location} onDone={() => setMode("view")} />
+      )}
+      {location !== undefined && mode === "view" && (
+        <>
+          <Box className="min-h-0 flex-1 overflow-y-auto px-4 py-3">
+            <SiteDetailView location={location} />
+          </Box>
+          <Stack
+            direction="row"
+            spacing={1}
+            className="border-t px-4 py-3"
+            sx={{ justifyContent: "flex-end", borderColor: "divider" }}
+          >
+            {canDelete && (
+              <Button color="error" onClick={() => setIsDeleteOpen(true)} className="mr-auto">
+                Delete
+              </Button>
+            )}
+            <Button variant="contained" onClick={() => setMode("edit")}>
+              Edit
+            </Button>
+          </Stack>
+          <SiteDeleteDialog
+            open={isDeleteOpen}
+            siteId={siteId}
+            siteCode={location.name ?? ""}
+            onClose={() => setIsDeleteOpen(false)}
+            onDeleted={onClose}
+          />
+        </>
+      )}
+    </>
+  );
+}
+
+/**
+ * Non-modal site panel: the table stays interactive, so clicking another row swaps the
+ * content in place. Escape closes it unless a popup inside already handled the key.
+ */
+export function SiteDetailPanel({ siteId, onClose }: SiteDetailPanelProps) {
+  const open = siteId !== null;
+
+  useEffect(() => {
+    if (!open) {
+      return undefined;
+    }
+    const handleKeyDown = (event: KeyboardEvent) => {
+      if (event.key === "Escape" && !event.defaultPrevented) {
+        onClose();
+      }
+    };
+    document.addEventListener("keydown", handleKeyDown);
+    return () => document.removeEventListener("keydown", handleKeyDown);
+  }, [open, onClose]);
+
+  return (
+    <Drawer
+      anchor="right"
+      variant="persistent"
+      open={open}
+      slotProps={{
+        paper: {
+          role: "region",
+          "aria-label": "Site details",
+          className: "flex h-full flex-col border-l shadow-lg",
+          sx: { width: SITE_PANEL_WIDTH, maxWidth: "100vw" },
+        },
+      }}
+    >
+      {siteId !== null && <PanelBody key={siteId} siteId={siteId} onClose={onClose} />}
+    </Drawer>
+  );
+}

src/app/(protected)/locations/_components/site-detail-view.tsx

@@ -0,0 +1,76 @@
+import type { ReactNode } from "react";
+import { Link, Stack, Typography } from "@mui/material";
+import { getAreaForState } from "@/data/areas";
+import type { Location } from "@/domain/locations/types/location";
+import { buildSiteMapsUrl } from "@/domain/locations/utils/site-maps";
+import { SiteMapPreview } from "./site-map-preview";
+
+function Field({ label, children }: { label: string; children: ReactNode }) {
+  return (
+    <Stack spacing={0.25}>
+      <Typography variant="caption" sx={{ color: "text.secondary" }}>
+        {label}
+      </Typography>
+      <Typography variant="body2" component="div">
+        {children}
+      </Typography>
+    </Stack>
+  );
+}
+
+function formatState(state?: string): string {
+  const area = getAreaForState(state);
+  const code = state?.trim() ?? "";
+  if (!code) {
+    return "—";
+  }
+  return area === null ? code : `${code} · Area: ${area}`;
+}
+
+/** Read-only site details, in the prototype order. */
+export function SiteDetailView({ location }: { location: Location }) {
+  const contacts = location.contacts ?? [];
+
+  return (
+    <Stack spacing={2}>
+      <Field label="Site Code">{location.name || "—"}</Field>
+      <Field label="Client">{location.clientName || "—"}</Field>
+      <Field label="Street Address">
+        {Boolean(location.address) && (
+          <Link
+            href={buildSiteMapsUrl(location)}
+            target="_blank"
+            rel="noopener noreferrer"
+            underline="hover"
+          >
+            {location.address}
+          </Link>
+        )}
+        {!location.address && "—"}
+      </Field>
+      <Stack direction="row" spacing={2}>
+        <Field label="City">{location.city || "—"}</Field>
+        <Field label="State">{formatState(location.state)}</Field>
+      </Stack>
+      <SiteMapPreview
+        address={location.address}
+        city={location.city}
+        state={location.state}
+        zipCode={location.zipCode}
+      />
+      <Field label="Site Phone">{location.sitePhone || "—"}</Field>
+      <Field label="Site Email">{location.contactEmail || "—"}</Field>
+      <Field label="Points of contact">
+        {contacts.length === 0 && "—"}
+        <Stack component="ul" spacing={0.5} className="m-0 list-none p-0">
+          {contacts.map((contact, index) => (
+            <li key={contact.id ?? `${contact.name}-${index}`}>
+              {index === 0 ? "Main" : `Contact ${index + 1}`}: {contact.name}
+              {Boolean(contact.phone) && ` · ${contact.phone}`}
+            </li>
+          ))}
+        </Stack>
+      </Field>
+    </Stack>
+  );
+}

src/app/(protected)/locations/_components/site-form-fields.tsx

@@ -0,0 +1,111 @@
+import { Controller, useController, useWatch, type UseFormReturn } from "react-hook-form";
+import { Stack, TextField } from "@mui/material";
+import { AddressAutocompleteField } from "@/components/common/address-autocomplete-field";
+import { normalizeStateCode } from "@/data/areas";
+import type { AccountListItem } from "@/domain/accounts/types/account";
+import type { LocationFormValues } from "@/domain/locations/schemas/location-schema";
+import { ClientSelect } from "./client-select";
+import { LocationContactsFieldArray } from "./location-contacts-field-array";
+import { SiteMapPreview } from "./site-map-preview";
+import { StateSelect } from "./state-select";
+
+interface SiteFormFieldsProps {
+  form: UseFormReturn<LocationFormValues>;
+  /** Edit mode: Site Code is immutable after creation. */
+  siteCodeReadOnly?: boolean;
+  initialClient?: Pick<AccountListItem, "id" | "name">;
+}
+
+/** Shared Add Site / edit-mode fields, in the prototype order. */
+export function SiteFormFields({
+  form,
+  siteCodeReadOnly = false,
+  initialClient,
+}: SiteFormFieldsProps) {
+  const {
+    control,
+    register,
+    formState: { errors },
+  } = form;
+  const [address, city, state] = useWatch({ control, name: ["address", "city", "state"] });
+  const { field: addressField } = useController({ control, name: "address" });
+  const { field: cityField } = useController({ control, name: "city" });
+  const { field: stateField } = useController({ control, name: "state" });
+
+  return (
+    <Stack spacing={2}>
+      <Controller
+        name="name"
+        control={control}
+        render={({ field }) => (
+          <TextField
+            {...field}
+            onChange={(event) => field.onChange(event.target.value.toUpperCase())}
+            label="Site Code"
+            placeholder="e.g. AB12"
+            required={!siteCodeReadOnly}
+            disabled={siteCodeReadOnly}
+            error={Boolean(errors.name)}
+            helperText={
+              errors.name?.message ?? (siteCodeReadOnly ? "Site Code can't be changed" : undefined)
+            }
+            slotProps={{ htmlInput: { maxLength: 50, readOnly: siteCodeReadOnly } }}
+            fullWidth
+          />
+        )}
+      />
+      <ClientSelect control={control} error={errors.accountId} initialClient={initialClient} />
+      <AddressAutocompleteField
+        value={addressField.value}
+        onInputChange={addressField.onChange}
+        onSelect={(parts) => {
+          // One pick fills all three, each through its own controller so the
+          // form marks them dirty and revalidates (edit mode's Save depends on it).
+          addressField.onChange(parts.street);
+          cityField.onChange(parts.city);
+          stateField.onChange(normalizeStateCode(parts.state) ?? "");
+        }}
+        label="Street Address"
+        required
+        requiredMarker
+        error={Boolean(errors.address)}
+        helperText={
+          errors.address?.message ?? "Pick a suggestion to auto-fill City/State, or type your own."
+        }
+      />
+      <Stack direction={{ xs: "column", sm: "row" }} spacing={2}>
+        <TextField
+          {...cityField}
+          label="City"
+          required
+          error={Boolean(errors.city)}
+          helperText={errors.city?.message}
+          fullWidth
+        />
+        <StateSelect control={control} error={errors.state} />
+      </Stack>
+      <SiteMapPreview address={address} city={city} state={state} />
+      <Stack direction={{ xs: "column", sm: "row" }} spacing={2}>
+        <TextField
+          {...register("sitePhone")}
+          label="Site Phone (optional)"
+          placeholder="(000) 000-0000"
+          error={Boolean(errors.sitePhone)}
+          helperText={errors.sitePhone?.message}
+          fullWidth
+          slotProps={{ htmlInput: { maxLength: 20 } }}
+        />
+        <TextField
+          {...register("contactEmail")}
+          label="Site Email (optional)"
+          placeholder="site@company.com"
+          type="email"
+          error={Boolean(errors.contactEmail)}
+          helperText={errors.contactEmail?.message}
+          fullWidth
+        />
+      </Stack>
+      <LocationContactsFieldArray control={control} errors={errors} register={register} />
+    </Stack>
+  );
+}

src/app/(protected)/locations/_components/site-form-values.ts

@@ -0,0 +1,24 @@
+import { normalizeStateCode } from "@/data/areas";
+import type { LocationFormValues } from "@/domain/locations/schemas/location-schema";
+import type { Location } from "@/domain/locations/types/location";
+
+/** Edit-mode defaults from a site; zip and title are carried so a save keeps them. */
+export function toSiteFormValues(location: Location): LocationFormValues {
+  const contacts =
+    location.contacts && location.contacts.length > 0
+      ? location.contacts
+      : [{ name: location.contact ?? "", phone: location.phone ?? "" }];
+
+  return {
+    name: location.name ?? "",
+    accountId: location.accountId != null ? String(location.accountId) : "",
+    address: location.address ?? "",
+    city: location.city ?? "",
+    state: normalizeStateCode(location.state) ?? "",
+    sitePhone: location.sitePhone ?? "",
+    contactEmail: location.contactEmail ?? "",
+    contacts,
+    zipCode: location.zipCode ?? "",
+    title: location.title ?? "",
+  };
+}

src/app/(protected)/locations/_components/site-map-preview.tsx

@@ -0,0 +1,39 @@
+import { Box, Typography } from "@mui/material";
+import type { Location } from "@/domain/locations/types/location";
+import { buildSiteMapEmbedUrl, hasCompleteSiteAddress } from "@/domain/locations/utils/site-maps";
+
+type SiteMapPreviewProps = Pick<Location, "address" | "city" | "state" | "zipCode">;
+
+/** Read-only key-less Google Maps embed; a placeholder until Street, City and State are set. */
+export function SiteMapPreview(props: SiteMapPreviewProps) {
+  const complete = hasCompleteSiteAddress(props);
+
+  return (
+    <Box>
+      <Typography variant="caption" sx={{ color: "text.secondary" }}>
+        Location preview
+      </Typography>
+      {complete && (
+        <Box
+          component="iframe"
+          title="Site location map"
+          src={buildSiteMapEmbedUrl(props)}
+          loading="lazy"
+          referrerPolicy="no-referrer-when-downgrade"
+          className="mt-1 block w-full rounded border-0"
+          sx={{ height: 140 }}
+        />
+      )}
+      {!complete && (
+        <Box
+          className="mt-1 flex items-center justify-center rounded border border-dashed"
+          sx={{ height: 140, borderColor: "divider" }}
+        >
+          <Typography variant="body2" sx={{ color: "text.secondary" }}>
+            Enter an address to preview the location
+          </Typography>
+        </Box>
+      )}
+    </Box>
+  );
+}

src/app/(protected)/locations/edit/[id].tsx

@@ -1 +0,0 @@
-export { default } from "../_components/location-form";

src/app/(protected)/locations/index.tsx

@@ -1,5 +1,4 @@
-import { useMemo, useState } from "react";
-import { useNavigate } from "react-router";
+import { useCallback, useMemo, useState } from "react";
 import {
   Alert,
   Box,
@@ -10,25 +9,24 @@ import {
   TextField,
   Typography,
 } from "@mui/material";
-import type { LocationListItem } from "@/domain/locations/types/location";
-import { useDeleteLocation } from "@/domain/locations/use-cases/use-delete-location";
 import { useLocationsList } from "@/domain/locations/use-cases/use-locations-list";
 import { useDebounce } from "@/hooks/use-debounce";
 import { expandAreasToStateCodes, type AreaZone } from "@/data/areas";
+import { AddSiteDialog } from "./_components/add-site-dialog";
 import { AreaFacet } from "./_components/area-facet";
-import { LocationDeleteDialog } from "./_components/location-delete-dialog";
 import { LocationsTable } from "./_components/locations-table";
+import { SITE_PANEL_WIDTH, SiteDetailPanel } from "./_components/site-detail-panel";
 
 export default function LocationsListPage() {
-  const navigate = useNavigate();
   const [search, setSearch] = useState("");
   const [page, setPage] = useState(0);
   const [pageSize, setPageSize] = useState(12);
   const [selectedAreas, setSelectedAreas] = useState<AreaZone[]>([]);
-  const [deleteTarget, setDeleteTarget] = useState<LocationListItem | null>(null);
+  const [isAddOpen, setIsAddOpen] = useState(false);
+  const [selectedId, setSelectedId] = useState<string | null>(null);
 
   const debouncedSearch = useDebounce(search, 300);
-  const deleteLocation = useDeleteLocation();
+  const closePanel = useCallback(() => setSelectedId(null), []);
 
   const stateCodes = useMemo(() => expandAreasToStateCodes(selectedAreas), [selectedAreas]);
 
@@ -47,18 +45,11 @@ export default function LocationsListPage() {
   const rows = data?.items ?? [];
   const totalCount = data?.totalCount ?? 0;
 
-  const handleDeleteConfirm = () => {
-    if (!deleteTarget) {
-      return;
-    }
-
-    deleteLocation.mutate(deleteTarget.id, {
-      onSuccess: () => setDeleteTarget(null),
-    });
-  };
-
   return (
-    <Box className="flex flex-col gap-4 p-4">
+    <Box
+      className="flex flex-col gap-4 p-4"
+      sx={{ pr: { md: selectedId === null ? 2 : `${SITE_PANEL_WIDTH + 16}px` } }}
+    >
       <Stack
         direction={{ xs: "column", md: "row" }}
         spacing={2}
@@ -67,34 +58,17 @@ export default function LocationsListPage() {
           justifyContent: "space-between",
         }}
       >
-        <Stack
-          direction="row"
-          spacing={2}
-          sx={{
-            alignItems: "baseline",
-          }}
-        >
+        <Stack direction="row" spacing={2} sx={{ alignItems: "baseline" }}>
           <Typography variant="h5" component="h1">
-            Locations
+            Sites
           </Typography>
-          <Typography
-            variant="body2"
-            sx={{
-              color: "text.secondary",
-            }}
-          >
+          <Typography variant="body2" sx={{ color: "text.secondary" }}>
             {totalCount} total
           </Typography>
           {isFetching && !isLoading && <CircularProgress size={16} />}
         </Stack>
 
-        <Stack
-          direction={{ xs: "column", sm: "row" }}
-          spacing={2}
-          sx={{
-            alignItems: "center",
-          }}
-        >
+        <Stack direction={{ xs: "column", sm: "row" }} spacing={2} sx={{ alignItems: "center" }}>
           <AreaFacet
             value={selectedAreas}
             onChange={(zones) => {
@@ -109,24 +83,24 @@ export default function LocationsListPage() {
               setSearch(event.target.value);
               setPage(0);
             }}
-            placeholder="Search locations..."
+            placeholder="Search sites..."
             className="min-w-[220px]"
           />
-          <Button variant="contained" onClick={() => navigate("/locations/new")}>
-            + New Location
+          <Button variant="contained" onClick={() => setIsAddOpen(true)}>
+            Add Site
           </Button>
         </Stack>
       </Stack>
       {Boolean(error) && (
         <Alert severity="error">
-          {error instanceof Error ? error.message : "Failed to load locations"}
+          {error instanceof Error ? error.message : "Failed to load sites"}
         </Alert>
       )}
       <LocationsTable
         isLoading={isLoading}
         rows={rows}
-        onEdit={(row) => navigate(`/locations/edit/${row.id}`)}
-        onDelete={setDeleteTarget}
+        selectedId={selectedId}
+        onOpen={(row) => setSelectedId(String(row.id))}
       />
       <TablePagination
         component="div"
@@ -140,12 +114,8 @@ export default function LocationsListPage() {
         }}
         rowsPerPageOptions={[12, 24, 48]}
       />
-      <LocationDeleteDialog
-        target={deleteTarget}
-        isPending={deleteLocation.isPending}
-        onClose={() => setDeleteTarget(null)}
-        onConfirm={handleDeleteConfirm}
-      />
+      <AddSiteDialog open={isAddOpen} onClose={() => setIsAddOpen(false)} />
+      <SiteDetailPanel siteId={selectedId} onClose={closePanel} />
     </Box>
   );
 }

src/app/(protected)/locations/new.tsx

@@ -1 +0,0 @@
-export { default } from "./_components/location-form";

src/app/(protected)/team-members/_components/team-member-permissions.ts

@@ -47,6 +47,7 @@ export const PERMISSION_LABELS: Record<string, string> = {
 };
 
 export const ALL_PERMISSION_KEYS = PERMISSION_GROUPS.flatMap((group) => group.keys);
+export type PermissionKey = (typeof ALL_PERMISSION_KEYS)[number];
 const DISPATCHER_DEFAULTS = new Set([
   "createVendors",
   "editVendors",

src/app/(protected)/uplifts/_components/uplift-approval-tabs.ts

@@ -0,0 +1,52 @@
+export const UPLIFT_APPROVAL_TABS = ["pending", "approved", "rejected"] as const;
+export type UpliftApprovalTab = (typeof UPLIFT_APPROVAL_TABS)[number];
+
+export function isUpliftApprovalTab(value: string): value is UpliftApprovalTab {
+  return (UPLIFT_APPROVAL_TABS as readonly string[]).includes(value);
+}
+
+const PENDING_HEADER_CELLS = [
+  "Work Order",
+  "Service / Vendor",
+  "Amount",
+  "Approved on WO",
+  "Notes",
+  "Attachments",
+  "Requested By",
+  "Waiting",
+  "Actions",
+] as const;
+
+const APPROVED_HEADER_CELLS = [
+  "Work Order",
+  "Service / Vendor",
+  "Amount",
+  "Approved on WO",
+  "Notes",
+  "Attachments",
+  "Requested By",
+  "Approved By",
+  "Approved At",
+  "Actions",
+] as const;
+
+// A rejection is terminal, so the archive ends with the decision and its reason
+// instead of an Actions column.
+const REJECTED_HEADER_CELLS = [
+  "Work Order",
+  "Service / Vendor",
+  "Amount",
+  "Approved on WO",
+  "Notes",
+  "Attachments",
+  "Requested By",
+  "Rejected By",
+  "Rejected At",
+  "Rejection Reason",
+] as const;
+
+export const UPLIFT_APPROVAL_HEADER_CELLS: Record<UpliftApprovalTab, readonly string[]> = {
+  pending: PENDING_HEADER_CELLS,
+  approved: APPROVED_HEADER_CELLS,
+  rejected: REJECTED_HEADER_CELLS,
+};

src/app/(protected)/uplifts/_components/uplift-approvals-table.tsx

@@ -16,14 +16,20 @@ import {
   formatUpliftMoney,
   isGrantedAmount,
 } from "@/app/(protected)/uplifts/_components/format-uplift-money";
+import {
+  UPLIFT_APPROVAL_HEADER_CELLS,
+  type UpliftApprovalTab,
+} from "@/app/(protected)/uplifts/_components/uplift-approval-tabs";
+import {
+  RejectedEmptyState,
+  RejectedRowCells,
+} from "@/app/(protected)/uplifts/_components/uplift-rejected-cells";
 import { Text } from "@/components/ui/text";
 import { useUpliftsCanApprove } from "@/domain/uplifts/use-cases/use-uplifts-can-approve";
 import { upliftAmount } from "@/domain/uplifts/utils/uplift-amount";
 import type { UpliftQueueItem } from "@/domain/uplifts/types/uplift";
 import { formatDateTime, getWaitTimeTextClass, timeSince, waitTimeColor } from "@/lib/time-utils";
 
-export type UpliftApprovalTab = "pending" | "approved";
-
 const CLOSED_WO_TOOLTIP = "This work order is closed. Uplifts can no longer be revoked.";
 const ADMIN_ONLY_REVOKE_TOOLTIP = "Only admins can revoke uplifts";
 
@@ -236,65 +242,84 @@ function UpliftApprovalRow({
         <AttachmentsCell row={row} onOpenAttachment={onOpenAttachment} />
       </TableCell>
       <TableCell>{row.requestedByVendorName || "—"}</TableCell>
-      {tab === "pending" ? (
-        <TableCell>
-          <WaitingCell row={row} />
-        </TableCell>
-      ) : (
+      {tab === "pending" && (
+        <>
+          <TableCell>
+            <WaitingCell row={row} />
+          </TableCell>
+          <TableCell>
+            <PendingRowActions
+              row={row}
+              onApprove={onApprove}
+              onReject={onReject}
+              isDecisionPending={isDecisionPending}
+            />
+          </TableCell>
+        </>
+      )}
+      {tab === "approved" && (
         <>
           <TableCell>{row.decidedByName || "—"}</TableCell>
           <TableCell>{row.decidedAt ? formatDateTime(row.decidedAt) : "—"}</TableCell>
+          <TableCell>
+            <ApprovedRowActions
+              row={row}
+              canRevoke={canRevoke}
+              onRevoke={onRevoke}
+              isDecisionPending={isDecisionPending}
+            />
+          </TableCell>
         </>
       )}
-      <TableCell>
-        {tab === "pending" ? (
-          <PendingRowActions
-            row={row}
-            onApprove={onApprove}
-            onReject={onReject}
-            isDecisionPending={isDecisionPending}
-          />
-        ) : (
-          <ApprovedRowActions
-            row={row}
-            canRevoke={canRevoke}
-            onRevoke={onRevoke}
-            isDecisionPending={isDecisionPending}
-          />
-        )}
+      {tab === "rejected" && <RejectedRowCells row={row} />}
+    </TableRow>
+  );
+}
+
+function UpliftApprovalsEmptyState({ tab }: { tab: UpliftApprovalTab }) {
+  if (tab === "rejected") return <RejectedEmptyState />;
+  if (tab === "approved") {
+    return (
+      <Box>
+        <Text variant="description">No approved uplifts yet</Text>
+        <Text variant="caption" tone="muted">
+          Uplifts you approve are archived here for reference.
+        </Text>
+      </Box>
+    );
+  }
+  return (
+    <Text variant="description" tone="muted">
+      No uplifts waiting for approval.
+    </Text>
+  );
+}
+
+// A failed queue is not an empty one: the page's error alert explains it, so the
+// empty-state copy must not also claim the list has nothing in it.
+function UpliftApprovalsEmptyRow({
+  tab,
+  colSpan,
+  hasError,
+}: {
+  tab: UpliftApprovalTab;
+  colSpan: number;
+  hasError: boolean;
+}) {
+  if (hasError) return null;
+  return (
+    <TableRow>
+      <TableCell colSpan={colSpan} align="center" className="py-10">
+        <UpliftApprovalsEmptyState tab={tab} />
       </TableCell>
     </TableRow>
   );
 }
 
-const PENDING_HEADER_CELLS = [
-  "Work Order",
-  "Service / Vendor",
-  "Amount",
-  "Approved on WO",
-  "Notes",
-  "Attachments",
-  "Requested By",
-  "Waiting",
-  "Actions",
-] as const;
-
-const APPROVED_HEADER_CELLS = [
-  "Work Order",
-  "Service / Vendor",
-  "Amount",
-  "Approved on WO",
-  "Notes",
-  "Attachments",
-  "Requested By",
-  "Approved By",
-  "Approved At",
-  "Actions",
-] as const;
-
 export function UpliftApprovalsTable({
   tab,
   isLoading,
+  hasError,
   rows,
   canRevoke,
   onOpenDetail,
@@ -306,6 +331,7 @@ export function UpliftApprovalsTable({
 }: {
   tab: UpliftApprovalTab;
   isLoading: boolean;
+  hasError: boolean;
   rows: UpliftQueueItem[];
   canRevoke: boolean;
   onOpenDetail: (row: UpliftQueueItem) => void;
@@ -315,7 +341,7 @@ export function UpliftApprovalsTable({
   onOpenAttachment: (row: UpliftQueueItem) => void;
   isDecisionPending: boolean;
 }) {
-  const headerCells = tab === "pending" ? PENDING_HEADER_CELLS : APPROVED_HEADER_CELLS;
+  const headerCells = UPLIFT_APPROVAL_HEADER_CELLS[tab];
   return (
     <TableContainer component={Paper} variant="outlined">
       <Table size="small" aria-label={`${tab} uplift requests`}>
@@ -336,22 +362,7 @@ export function UpliftApprovalsTable({
               </TableCell>
             </TableRow>
           ) : rows.length === 0 ? (
-            <TableRow>
-              <TableCell colSpan={headerCells.length} align="center" className="py-10">
-                {tab === "pending" ? (
-                  <Text variant="description" tone="muted">
-                    No uplifts waiting for approval.
-                  </Text>
-                ) : (
-                  <Box>
-                    <Text variant="description">No approved uplifts yet</Text>
-                    <Text variant="caption" tone="muted">
-                      Uplifts you approve are archived here for reference.
-                    </Text>
-                  </Box>
-                )}
-              </TableCell>
-            </TableRow>
+            <UpliftApprovalsEmptyRow tab={tab} colSpan={headerCells.length} hasError={hasError} />
           ) : (
             rows.map((row) => (
               <UpliftApprovalRow

src/app/(protected)/uplifts/_components/uplift-rejected-cells.tsx

@@ -0,0 +1,28 @@
+import HighlightOffOutlinedIcon from "@mui/icons-material/HighlightOffOutlined";
+import { Box, TableCell } from "@mui/material";
+import { Text } from "@/components/ui/text";
+import type { UpliftQueueItem } from "@/domain/uplifts/types/uplift";
+import { formatDateTime } from "@/lib/time-utils";
+
+export function RejectedRowCells({ row }: { row: UpliftQueueItem }) {
+  return (
+    <>
+      <TableCell>{row.decidedByName || "—"}</TableCell>
+      <TableCell>{row.decidedAt ? formatDateTime(row.decidedAt) : "—"}</TableCell>
+      <TableCell sx={{ maxWidth: 260 }}>
+        <Text variant="caption" sx={{ whiteSpace: "pre-wrap" }}>
+          {row.decisionNote || "—"}
+        </Text>
+      </TableCell>
+    </>
+  );
+}
+
+export function RejectedEmptyState() {
+  return (
+    <Box className="flex flex-col items-center gap-2">
+      <HighlightOffOutlinedIcon color="disabled" aria-hidden />
+      <Text variant="description">No rejected uplifts.</Text>
+    </Box>
+  );
+}

src/app/(protected)/uplifts/index.tsx

@@ -1,9 +1,11 @@
 import { useState } from "react";
 import { Alert, Box, Chip, Stack, Tab, Tabs, TablePagination } from "@mui/material";
 import {
-  UpliftApprovalsTable,
+  UPLIFT_APPROVAL_TABS,
+  isUpliftApprovalTab,
   type UpliftApprovalTab,
-} from "@/app/(protected)/uplifts/_components/uplift-approvals-table";
+} from "@/app/(protected)/uplifts/_components/uplift-approval-tabs";
+import { UpliftApprovalsTable } from "@/app/(protected)/uplifts/_components/uplift-approvals-table";
 import { UpliftDecisionDialogs } from "@/app/(protected)/uplifts/_components/uplift-decision-dialogs";
 import { UpliftDetailModal } from "@/app/(protected)/uplifts/_components/uplift-detail-modal";
 import {
@@ -16,6 +18,7 @@ import { useAuthContext } from "@/providers/auth-context";
 import { useUpliftApprovalController } from "@/domain/uplifts/use-cases/use-uplift-approval-controller";
 import { useUpliftsQueue } from "@/domain/uplifts/use-cases/use-uplifts-queue";
 import { Text } from "@/components/ui/text";
+import type { UpliftsQueueResult } from "@/domain/uplifts/types/uplift";
 
 const PAGE_SIZE = 25;
 
@@ -39,58 +42,71 @@ function UpliftApprovalsHeader({ pendingExposureTotal }: { pendingExposureTotal:
   );
 }
 
+const TAB_LABELS: Record<UpliftApprovalTab, string> = {
+  pending: "Pending",
+  approved: "Approved",
+  rejected: "Rejected",
+};
+
+// A tab's total is only known once its queue has loaded at least once; until then the
+// pill and pager must not claim a count (a loading or failed queue is not an empty one).
+// A failed refetch keeps the last loaded page, so its total stays usable.
+function knownTotal(query: { data?: UpliftsQueueResult | undefined }): number | null {
+  return query.data ? query.data.totalCount : null;
+}
+
+function TabCountPill({ tab, count }: { tab: UpliftApprovalTab; count: number | null }) {
+  return (
+    <Chip
+      size="small"
+      label={count ?? "—"}
+      aria-label={count == null ? `${tab} uplift count unavailable` : `${count} ${tab} uplifts`}
+    />
+  );
+}
+
 function UpliftApprovalsTabs({
   tab,
-  pendingCount,
+  counts,
   onChange,
 }: {
   tab: UpliftApprovalTab;
-  pendingCount: number;
+  counts: Record<UpliftApprovalTab, number | null>;
   onChange: (_event: unknown, value: string) => void;
 }) {
   return (
     <Tabs value={tab} onChange={onChange}>
-      <Tab
-        value="pending"
-        label={
-          <Stack direction="row" spacing={1} sx={{ alignItems: "center" }}>
-            <span>Pending</span>
-            <Chip
-              size="small"
-              label={pendingCount}
-              aria-label={`${pendingCount} pending uplifts`}
-            />
-          </Stack>
-        }
-      />
-      <Tab value="approved" label="Approved" />
+      {UPLIFT_APPROVAL_TABS.map((value) => (
+        <Tab
+          key={value}
+          value={value}
+          label={
+            <Stack direction="row" spacing={1} sx={{ alignItems: "center" }}>
+              <span>{TAB_LABELS[value]}</span>
+              <TabCountPill tab={value} count={counts[value]} />
+            </Stack>
+          }
+        />
+      ))}
     </Tabs>
   );
 }
 
 function UpliftApprovalsPagination({
-  tab,
   count,
-  pendingPage,
-  approvedPage,
-  onPendingPageChange,
-  onApprovedPageChange,
+  page,
+  onPageChange,
 }: {
-  tab: UpliftApprovalTab;
   count: number;
-  pendingPage: number;
-  approvedPage: number;
-  onPendingPageChange: (page: number) => void;
-  onApprovedPageChange: (page: number) => void;
+  page: number;
+  onPageChange: (page: number) => void;
 }) {
   return (
     <TablePagination
       component="div"
       count={count}
-      page={tab === "pending" ? pendingPage : approvedPage}
-      onPageChange={(_event, nextPage) =>
-        tab === "pending" ? onPendingPageChange(nextPage) : onApprovedPageChange(nextPage)
-      }
+      page={page}
+      onPageChange={(_event, nextPage) => onPageChange(nextPage)}
       rowsPerPage={PAGE_SIZE}
       rowsPerPageOptions={[PAGE_SIZE]}
     />
@@ -108,22 +124,31 @@ function UpliftQueueError({ error }: { error: unknown }) {
 
 export default function UpliftQueuePage() {
   const [tab, setTab] = useState<UpliftApprovalTab>("pending");
-  const [pendingPage, setPendingPage] = useState(0);
-  const [approvedPage, setApprovedPage] = useState(0);
+  const [pages, setPages] = useState<Record<UpliftApprovalTab, number>>({
+    pending: 0,
+    approved: 0,
+    rejected: 0,
+  });
 
   const { user } = useAuthContext();
   const canRevokeUplifts = isAdminUser(user?.userRoles);
 
   const pendingQuery = useUpliftsQueue({
     status: "Pending",
-    page: pendingPage + 1,
+    page: pages.pending + 1,
     pageSize: PAGE_SIZE,
   });
   const approvedQuery = useUpliftsQueue({
     status: "Approved",
-    page: approvedPage + 1,
+    page: pages.approved + 1,
     pageSize: PAGE_SIZE,
   });
+  const rejectedQuery = useUpliftsQueue({
+    status: "Rejected",
+    page: pages.rejected + 1,
+    pageSize: PAGE_SIZE,
+  });
+  const queries = { pending: pendingQuery, approved: approvedQuery, rejected: rejectedQuery };
 
   const controller = useUpliftApprovalController();
   const {
@@ -138,13 +163,18 @@ export default function UpliftQueuePage() {
     openDetail,
   } = controller;
 
-  const activeQuery = tab === "pending" ? pendingQuery : approvedQuery;
+  const activeQuery = queries[tab];
   const rows = activeQuery.data?.items ?? [];
-  const pendingCount = pendingQuery.data?.totalCount ?? 0;
+  const counts = {
+    pending: knownTotal(pendingQuery),
+    approved: knownTotal(approvedQuery),
+    rejected: knownTotal(rejectedQuery),
+  };
+  const activeTotal = counts[tab];
   const pendingExposureTotal = pendingQuery.data?.pendingExposureTotal ?? null;
 
   const handleTabChange = (_event: unknown, value: string) => {
-    if (value === "pending" || value === "approved") {
+    if (isUpliftApprovalTab(value)) {
       setTab(value);
     }
   };
@@ -152,11 +182,12 @@ export default function UpliftQueuePage() {
   return (
     <Box className="flex flex-col gap-4 p-4">
       <UpliftApprovalsHeader pendingExposureTotal={pendingExposureTotal} />
-      <UpliftApprovalsTabs tab={tab} pendingCount={pendingCount} onChange={handleTabChange} />
+      <UpliftApprovalsTabs tab={tab} counts={counts} onChange={handleTabChange} />
       <UpliftQueueError error={activeQuery.error} />
       <UpliftApprovalsTable
         tab={tab}
         isLoading={activeQuery.isLoading}
+        hasError={Boolean(activeQuery.error)}
         rows={rows}
         canRevoke={canRevokeUplifts}
         onOpenDetail={openDetail}
@@ -166,14 +197,13 @@ export default function UpliftQueuePage() {
         onOpenAttachment={openUpliftEvidence}
         isDecisionPending={approvePending || rejectPending || revokePending}
       />
-      <UpliftApprovalsPagination
-        tab={tab}
-        count={activeQuery.data?.totalCount ?? 0}
-        pendingPage={pendingPage}
-        approvedPage={approvedPage}
-        onPendingPageChange={setPendingPage}
-        onApprovedPageChange={setApprovedPage}
-      />
+      {activeTotal != null && (
+        <UpliftApprovalsPagination
+          count={activeTotal}
+          page={pages[tab]}
+          onPageChange={(page) => setPages((current) => ({ ...current, [tab]: page }))}
+        />
+      )}
       {detailItem != null && (
         <UpliftDetailModal
           item={detailItem}

src/app/(protected)/workorders/_components/comp-doc/comp-doc-document-frame.tsx

@@ -0,0 +1,55 @@
+import type { ReactNode } from "react";
+
+type CompDocDocumentFrameProps = {
+  children: ReactNode;
+  /** Greyed-out page, as for a document marked not required. */
+  dimmed?: boolean;
+  /** Rendered over the page, outside the dimmed layer. */
+  overlay?: ReactNode;
+};
+
+/** The printed page: white sheet between the top and bottom brand bands. */
+export function CompDocDocumentFrame({
+  children,
+  dimmed = false,
+  overlay,
+}: CompDocDocumentFrameProps) {
+  return (
+    <div
+      className="relative break-words"
+      style={{
+        background: "#ffffff",
+        borderRadius: 8,
+        boxShadow: "0 1px 3px rgba(0,0,0,.08), 0 12px 32px -16px rgba(0,0,0,.25)",
+        overflow: "hidden",
+        fontFamily: "var(--font-sans)",
+        overflowWrap: "break-word",
+        wordBreak: "break-word",
+      }}
+    >
+      <div
+        style={{
+          opacity: dimmed ? 0.5 : 1,
+          filter: dimmed ? "grayscale(0.4)" : "none",
+        }}
+      >
+        <div
+          style={{
+            height: 12,
+            background: "linear-gradient(100deg,#27AAE1,#1C75BC)",
+          }}
+        />
+        <div style={{ padding: "0 28px 28px" }}>{children}</div>
+        <div
+          style={{
+            height: 24,
+            background: "linear-gradient(100deg,#1C75BC,#27AAE1)",
+            clipPath: "polygon(0 45%,100% 0,100% 100%,0 100%)",
+          }}
+        />
+      </div>
+
+      {overlay}
+    </div>
+  );
+}

src/app/(protected)/workorders/_components/comp-doc/comp-doc-preview-procedure.tsx

@@ -1,7 +1,9 @@
 import { Text } from "@/components/ui/text";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
-import { procedureFor, SAFETY_BULLETS } from "@/domain/work-orders/utils/completion-doc-procedures";
+import { procedureFor } from "@/domain/work-orders/utils/completion-doc-procedures";
+import { CompDocProcedureHeading } from "./comp-doc-procedure-heading";
 import { CompDocProcedureList } from "./comp-doc-procedure-list";
+import { CompDocSafetyBullets } from "./comp-doc-safety-bullets";
 
 type CompDocPreviewProcedureProps = {
   row: WorkOrderTableRow;
@@ -13,34 +15,9 @@ export function CompDocPreviewProcedure({ row, notes }: CompDocPreviewProcedureP
 
   return (
     <>
-      <ul style={{ listStyle: "disc", paddingLeft: 18, margin: "8px 0 0" }}>
-        {SAFETY_BULLETS.map((b, i) => (
-          <li
-            key={i}
-            style={{
-              fontSize: 12.5,
-              lineHeight: 1.5,
-              margin: "5px 0",
-              color: "#161E38",
-            }}
-          >
-            {b}
-          </li>
-        ))}
-      </ul>
+      <CompDocSafetyBullets />
 
-      <Text
-        as="h3"
-        variant="heading"
-        sx={{
-          fontSize: 13,
-          fontWeight: 700,
-          color: "#161E38",
-          margin: "16px 0 4px",
-        }}
-      >
-        {proc.heading}
-      </Text>
+      <CompDocProcedureHeading>{proc.heading}</CompDocProcedureHeading>
       <Text
         variant="body"
         sx={{
@@ -56,18 +33,7 @@ export function CompDocPreviewProcedure({ row, notes }: CompDocPreviewProcedureP
 
       {notes.length > 0 && (
         <>
-          <Text
-            as="h3"
-            variant="heading"
-            sx={{
-              fontSize: 13,
-              fontWeight: 700,
-              color: "#161E38",
-              margin: "16px 0 4px",
-            }}
-          >
-            PM Comments
-          </Text>
+          <CompDocProcedureHeading>PM Comments</CompDocProcedureHeading>
           <Text
             variant="body"
             sx={{

src/app/(protected)/workorders/_components/comp-doc/comp-doc-preview.tsx

@@ -1,5 +1,6 @@
 import type { CompDocSiteInfo } from "@/domain/work-orders/types/completion-doc";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
+import { CompDocDocumentFrame } from "./comp-doc-document-frame";
 import { CompDocNotRequiredStamp } from "./comp-doc-not-required-stamp";
 import { CompDocPreviewBadge } from "./comp-doc-preview-badge";
 import { CompDocPreviewHeader } from "./comp-doc-preview-header";
@@ -38,51 +39,19 @@ export function CompDocPreview({
         className="min-h-0 flex-1 overflow-x-hidden overflow-y-auto"
         style={{ padding: "0 20px 20px" }}
       >
-        <div
-          className="relative break-words"
-          style={{
-            background: "#ffffff",
-            borderRadius: 8,
-            boxShadow: "0 1px 3px rgba(0,0,0,.08), 0 12px 32px -16px rgba(0,0,0,.25)",
-            overflow: "hidden",
-            fontFamily: "var(--font-sans)",
-            overflowWrap: "break-word",
-            wordBreak: "break-word",
-          }}
+        <CompDocDocumentFrame
+          dimmed={isNotRequired}
+          overlay={isNotRequired && <CompDocNotRequiredStamp />}
         >
-          <div
-            style={{
-              opacity: isNotRequired ? 0.5 : 1,
-              filter: isNotRequired ? "grayscale(0.4)" : "none",
-            }}
-          >
-            <div
-              style={{
-                height: 12,
-                background: "linear-gradient(100deg,#27AAE1,#1C75BC)",
-              }}
-            />
-            <div style={{ padding: "0 28px 28px" }}>
-              <CompDocPreviewHeader />
-              <CompDocPreviewSummary
-                row={row}
-                site={site}
-                generatedAt={generatedAt}
-                isGenerated={isGenerated}
-              />
-              <CompDocPreviewProcedure row={row} notes={notes} />
-            </div>
-            <div
-              style={{
-                height: 24,
-                background: "linear-gradient(100deg,#1C75BC,#27AAE1)",
-                clipPath: "polygon(0 45%,100% 0,100% 100%,0 100%)",
-              }}
-            />
-          </div>
-
-          {isNotRequired && <CompDocNotRequiredStamp />}
-        </div>
+          <CompDocPreviewHeader />
+          <CompDocPreviewSummary
+            row={row}
+            site={site}
+            generatedAt={generatedAt}
+            isGenerated={isGenerated}
+          />
+          <CompDocPreviewProcedure row={row} notes={notes} />
+        </CompDocDocumentFrame>
       </div>
     </div>
   );

src/app/(protected)/workorders/_components/comp-doc/comp-doc-procedure-heading.tsx

@@ -0,0 +1,19 @@
+import type { ReactNode } from "react";
+import { Text } from "@/components/ui/text";
+
+export function CompDocProcedureHeading({ children }: { children: ReactNode }) {
+  return (
+    <Text
+      as="h3"
+      variant="heading"
+      sx={{
+        fontSize: 13,
+        fontWeight: 700,
+        color: "#161E38",
+        margin: "16px 0 4px",
+      }}
+    >
+      {children}
+    </Text>
+  );
+}

src/app/(protected)/workorders/_components/comp-doc/comp-doc-safety-bullets.tsx

@@ -0,0 +1,27 @@
+import { SAFETY_BULLETS } from "@/domain/work-orders/utils/completion-doc-procedures";
+
+type CompDocSafetyBulletsProps = {
+  /** Template-specific notes printed after the standard bullets. */
+  extra?: readonly string[];
+};
+
+export function CompDocSafetyBullets({ extra = [] }: CompDocSafetyBulletsProps) {
+  return (
+    <ul style={{ listStyle: "disc", paddingLeft: 18, margin: "8px 0 0" }}>
+      {[...SAFETY_BULLETS, ...extra].map((b, i) => (
+        <li
+          key={i}
+          style={{
+            fontSize: 12.5,
+            lineHeight: 1.5,
+            margin: "5px 0",
+            color: "#161E38",
+            whiteSpace: i < SAFETY_BULLETS.length ? undefined : "pre-wrap",
+          }}
+        >
+          {b}
+        </li>
+      ))}
+    </ul>
+  );
+}

src/app/(protected)/workorders/_components/list/advanced-search/adv-filter-sections.tsx

@@ -109,7 +109,11 @@ export function AdvancedSearchFilterSections({
         />
       </AdvSection>
 
-      <AdvSection icon={CheckCircle2} label="Status" count={draft.statuses.size}>
+      <AdvSection
+        icon={CheckCircle2}
+        label="Status"
+        count={draft.statuses.size + (draft.pastDue ? 1 : 0)}
+      >
         {selectAllRow("statuses", [...ALL_WIZARD_STATUSES], draft.statuses.size)}
         <div className="flex flex-wrap gap-1.5">
           {ALL_WIZARD_STATUSES.map((status) => (
@@ -122,6 +126,14 @@ export function AdvancedSearchFilterSections({
               onClick={() => toggleIn("statuses", status)}
             />
           ))}
+          <AdvStatusPill
+            label="Past Due"
+            dotColor="var(--status-pastdue-text)"
+            selected={draft.pastDue}
+            selectedBg="var(--status-pastdue-bg)"
+            selectedText="var(--status-pastdue-text)"
+            onClick={() => setDraft((prev) => ({ ...prev, pastDue: !prev.pastDue }))}
+          />
         </div>
       </AdvSection>
 

src/app/(protected)/workorders/_components/list/table/cells/site-dialog-helpers.ts

@@ -1,5 +1,5 @@
 import type { Location } from "@/domain/locations/types/location";
-import { formatLocationAddressPreview } from "@/domain/locations/mappers/location-mapper";
+import { buildSiteMapsUrl } from "@/domain/locations/utils/site-maps";
 import { resolveSiteCode } from "@/domain/work-orders/mappers/work-order-board-mapper";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
 
@@ -40,6 +40,5 @@ export function resolveLocationId(
 }
 
 export function buildMapsUrl(location: Location): string {
-  const query = formatLocationAddressPreview(location);
-  return `https://www.google.com/maps/search/?api=1&query=${encodeURIComponent(query)}`;
+  return buildSiteMapsUrl(location);
 }

src/app/(protected)/workorders/_components/wizard/wizard-step-location-site-details.tsx

@@ -3,13 +3,9 @@ import { Text } from "@/components/ui/text";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
 import type { Location } from "@/domain/locations/types/location";
 import { formatLocationAddressPreview } from "@/domain/locations/mappers/location-mapper";
+import { buildSiteMapsUrl } from "@/domain/locations/utils/site-maps";
 import { Detail } from "@/app/(protected)/workorders/_components/wizard/wizard-labels";
 
-function buildMapsUrl(location: Location): string {
-  const query = formatLocationAddressPreview(location);
-  return `https://www.google.com/maps/search/?api=1&query=${encodeURIComponent(query)}`;
-}
-
 type WizardStepLocationSiteDetailsProps = {
   selectedLoc: LocationOption | undefined;
   locationName: string;
@@ -58,7 +54,7 @@ export function WizardStepLocationSiteDetails({
           )}
           {Boolean(addressPreview) && (
             <a
-              href={buildMapsUrl(locationDetail)}
+              href={buildSiteMapsUrl(locationDetail)}
               target="_blank"
               rel="noreferrer"
               className="inline-flex items-center gap-1.5 text-[12px] hover:underline"

src/app/(protected)/workorders/_hooks/use-work-orders-list-filters.ts

@@ -6,9 +6,9 @@ import type { WOType } from "@/domain/work-orders/types/work-order-wizard";
 import type { WorkOrderBoardQueryParams } from "@/domain/work-orders/types/work-order-board";
 import {
   clearAdvancedFilterGroup,
-  cloneAdvancedFilters,
   countAdvancedFilters,
   getInitialAdvancedFilters,
+  resolveAppliedAdvancedFilters,
 } from "@/domain/work-orders/utils/advanced-filters-utils";
 import { toBoardQueryParams } from "@/domain/work-orders/utils/board-query-params";
 import { asDayPageSize, DEFAULT_DAY_PAGE_SIZE } from "@/domain/work-orders/utils/day-pagination";
@@ -90,7 +90,7 @@ export function useWorkOrdersListFilters() {
   };
 
   const applyAdvancedFilters = (filters: WorkOrderAdvancedFilters) => {
-    setAdvApplied(cloneAdvancedFilters(filters));
+    setAdvApplied(resolveAppliedAdvancedFilters(filters));
     setPage(0);
   };
 

src/components/common/address-autocomplete-field.tsx

@@ -13,6 +13,11 @@ type AddressAutocompleteFieldProps = {
   label?: string;
   placeholder?: string;
   required?: boolean;
+  /**
+   * Show MUI's required asterisk on the label. Sites marks required fields that
+   * way; Vendors spells "(required)" in the label and asserts no asterisk.
+   */
+  requiredMarker?: boolean;
   error?: boolean;
   helperText?: string;
   disabled?: boolean;
@@ -35,6 +40,7 @@ export function AddressAutocompleteField({
   label = "Street Address",
   placeholder = "Start typing the street address…",
   required = false,
+  requiredMarker = false,
   error = false,
   helperText,
   disabled = false,
@@ -74,9 +80,9 @@ export function AddressAutocompleteField({
           error={error}
           helperText={helperText}
           fullWidth
-          // Required is set on the input itself, never via MUI's `required`
-          // prop: this codebase spells the requirement in the label text and
-          // asserts that no generated asterisk renders anywhere.
+          required={requiredMarker}
+          // Required is set on the input itself; MUI's `required` prop only
+          // adds the label asterisk, which Vendors must not render.
           slotProps={{
             ...params.slotProps,
             htmlInput: { ...params.slotProps?.htmlInput, required },

src/components/notifications/notification-feed-actions.tsx

@@ -1,3 +1,4 @@
+import { isDismissable } from "@/domain/notifications/utils/visible-notification-sections";
 import type { NotificationCenter } from "./use-notification-center";
 
 type NotificationFeedActionsProps = {
@@ -6,7 +7,8 @@ type NotificationFeedActionsProps = {
 
 export function NotificationFeedActions({ center }: NotificationFeedActionsProps) {
   const hasUnread = center.unreadIds.size > 0;
-  const hasItems = center.sections.length > 0;
+  // Rows that need acknowledging are never cleared, so they alone do not enable "Clear all".
+  const hasItems = center.sections.some((section) => section.items.some(isDismissable));
 
   return (
     <>

src/components/notifications/notification-feed-list.tsx

@@ -79,6 +79,11 @@ export function NotificationFeedList({ center }: NotificationFeedListProps) {
                 unread={center.unreadIds.has(item.id)}
                 onOpen={center.open}
                 onDismiss={center.dismiss}
+                onAcknowledge={center.acknowledge}
+                acknowledging={
+                  item.target.workOrderId != null &&
+                  item.target.workOrderId === center.acknowledgingWorkOrderId
+                }
               />
             ))}
           </ul>

src/components/notifications/notification-row.tsx

@@ -53,8 +53,37 @@ type NotificationRowProps = {
   unread: boolean;
   onOpen: (item: NotificationItem, url?: string) => void;
   onDismiss: (item: NotificationItem) => void;
+  onAcknowledge?: (item: NotificationItem) => void;
+  acknowledging?: boolean;
 };
 
+/** A missed response deadline cannot be dismissed; acknowledging it is the only way out of the feed. */
+function AcknowledgeButton({
+  item,
+  onAcknowledge,
+  acknowledging = false,
+}: Pick<NotificationRowProps, "item" | "onAcknowledge" | "acknowledging">) {
+  return (
+    <button
+      type="button"
+      onClick={() => onAcknowledge?.(item)}
+      disabled={acknowledging}
+      title="Acknowledge"
+      aria-label="Acknowledge SLA breach"
+      className="shrink-0 cursor-pointer rounded-md border transition-opacity disabled:cursor-not-allowed disabled:opacity-50"
+      style={{
+        fontSize: 11,
+        fontWeight: 600,
+        padding: "2px 8px",
+        color: "var(--destructive)",
+        borderColor: "var(--destructive)",
+      }}
+    >
+      {acknowledging ? "Acknowledging…" : "Acknowledge"}
+    </button>
+  );
+}
+
 /** A vendor conflict spans several work orders, so each one stays reachable from the row. */
 function WorkOrderLinks({ item, onOpen }: Pick<NotificationRowProps, "item" | "onOpen">) {
   if (item.reason !== "vendor-conflict" || item.workOrders.length === 0) {
@@ -84,7 +113,14 @@ function WorkOrderLinks({ item, onOpen }: Pick<NotificationRowProps, "item" | "o
   );
 }
 
-export function NotificationRow({ item, unread, onOpen, onDismiss }: NotificationRowProps) {
+export function NotificationRow({
+  item,
+  unread,
+  onOpen,
+  onDismiss,
+  onAcknowledge,
+  acknowledging,
+}: NotificationRowProps) {
   return (
     <li
       className="group flex items-start gap-2.5 transition-colors hover:bg-[var(--color-bg-muted)]"
@@ -136,6 +172,13 @@ export function NotificationRow({ item, unread, onOpen, onDismiss }: Notificatio
           <X size={13} aria-hidden />
         </button>
       )}
+      {item.rowType === "acknowledge" && (
+        <AcknowledgeButton
+          item={item}
+          onAcknowledge={onAcknowledge}
+          acknowledging={acknowledging}
+        />
+      )}
     </li>
   );
 }

src/components/notifications/sla-at-risk-banner.tsx

@@ -0,0 +1,90 @@
+import { useEffect, useMemo } from "react";
+import { AlertTriangle, ChevronRight, X } from "lucide-react";
+import { useNavigate } from "react-router";
+import { toast } from "react-toastify";
+import type { SlaAtRiskWorkOrder } from "@/domain/notifications/types/notification-feed";
+import { useNotificationSession } from "@/domain/notifications/session/notification-session-context";
+import { useNotificationFeed } from "@/domain/notifications/use-cases/use-notification-feed";
+import { slaBannerText, slaHalfwayToastText } from "@/domain/notifications/utils/sla-alert-copy";
+import { buildWorkOrderIdsHref } from "@/domain/work-orders/utils/work-order-ids-filter";
+
+const NO_WORK_ORDERS: SlaAtRiskWorkOrder[] = [];
+
+/** Toasts each at-risk work order once per session, the first time the feed reports it. */
+function useSlaHalfwayToasts(atRisk: SlaAtRiskWorkOrder[]) {
+  const { claimSlaToasts } = useNotificationSession();
+
+  useEffect(() => {
+    const claimed = new Set(claimSlaToasts(atRisk.map((workOrder) => workOrder.id)));
+    atRisk
+      .filter((workOrder) => claimed.has(workOrder.id))
+      .forEach((workOrder) =>
+        toast.warn(slaHalfwayToastText(workOrder), { toastId: `sla-at-risk-${workOrder.id}` }),
+      );
+  }, [atRisk, claimSlaToasts]);
+}
+
+/**
+ * One line at the top of every page while any of the user's Reactive/Emergency work orders is past
+ * half of its response window. Clicking it opens Work Orders on exactly those work orders; dismissing
+ * hides them for this session, and a work order that becomes at risk later brings the banner back.
+ */
+export function SlaAtRiskBanner() {
+  const navigate = useNavigate();
+  const { data } = useNotificationFeed();
+  const { slaBannerDismissedIds, dismissSlaBanner } = useNotificationSession();
+  const atRisk = data?.slaAtRisk ?? NO_WORK_ORDERS;
+  useSlaHalfwayToasts(atRisk);
+
+  const shown = useMemo(
+    () => atRisk.filter((workOrder) => !slaBannerDismissedIds.has(workOrder.id)),
+    [atRisk, slaBannerDismissedIds],
+  );
+  if (shown.length === 0) {
+    return null;
+  }
+
+  const ids = shown.map((workOrder) => workOrder.id);
+  return (
+    <div
+      role="region"
+      aria-label="Work orders at risk of missing their response deadline"
+      className="flex shrink-0 items-center"
+      style={{
+        gap: 10,
+        padding: "6px 16px",
+        background: "var(--destructive)",
+        color: "var(--destructive-foreground)",
+      }}
+    >
+      <button
+        type="button"
+        onClick={() => navigate(buildWorkOrderIdsHref(ids))}
+        title="View in Work Orders"
+        className="flex min-w-0 flex-1 cursor-pointer items-center text-left"
+        style={{ color: "inherit" }}
+      >
+        <span
+          className="inline-flex min-w-0 items-center transition-colors hover:bg-white/20"
+          style={{ gap: 8, padding: "3px 8px", marginLeft: -8, borderRadius: 4 }}
+        >
+          <AlertTriangle size={14} className="shrink-0" aria-hidden />
+          <span className="truncate" style={{ fontSize: 12.5, fontWeight: 600 }}>
+            {slaBannerText(shown)}
+          </span>
+          <ChevronRight size={14} className="shrink-0" aria-hidden />
+        </span>
+      </button>
+      <button
+        type="button"
+        onClick={() => dismissSlaBanner(ids)}
+        title="Dismiss"
+        aria-label="Dismiss SLA alert"
+        className="flex shrink-0 cursor-pointer items-center justify-center rounded transition-colors hover:bg-white/20"
+        style={{ width: 22, height: 22, color: "inherit" }}
+      >
+        <X size={14} aria-hidden />
+      </button>
+    </div>
+  );
+}

src/components/notifications/use-notification-center.ts

@@ -2,6 +2,7 @@ import { useMemo } from "react";
 import { useNavigate } from "react-router";
 import type { NotificationItem } from "@/domain/notifications/types/notification-feed";
 import { useNotificationSession } from "@/domain/notifications/session/notification-session-context";
+import { useAcknowledgeSlaBreach } from "@/domain/notifications/use-cases/use-acknowledge-sla-breach";
 import { useNotificationFeed } from "@/domain/notifications/use-cases/use-notification-feed";
 import { notificationTargetUrl } from "@/domain/notifications/utils/notification-target-url";
 import {
@@ -26,6 +27,13 @@ export function useNotificationCenter(onNavigate?: () => void) {
     [items, readIds],
   );
 
+  const acknowledgeBreach = useAcknowledgeSlaBreach();
+  const acknowledge = (item: NotificationItem) => {
+    if (item.rowType !== "acknowledge" || item.target.workOrderId == null) return;
+    acknowledgeBreach.mutate(item.target.workOrderId);
+  };
+  const acknowledgingWorkOrderId = acknowledgeBreach.isPending ? acknowledgeBreach.variables : null;
+
   const open = (item: NotificationItem, url = notificationTargetUrl(item, user?.id)) => {
     markRead([item.id]);
     if (url == null) return;
@@ -41,6 +49,8 @@ export function useNotificationCenter(onNavigate?: () => void) {
     error: feed.error,
     open,
     dismiss: (item: NotificationItem) => dismiss([item.id]),
+    acknowledge,
+    acknowledgingWorkOrderId,
     dismissAll: () => dismiss(items.filter(isDismissable).map((item) => item.id)),
     markAllRead: () => markRead(items.map((item) => item.id)),
   };

src/config/menu.ts

@@ -63,7 +63,10 @@ export const navGroups: NavGroup[] = [
   },
   {
     title: "DATA MANAGEMENT",
-    items: [{ label: "Services", icon: Wrench, path: "/settings/services" }],
+    items: [
+      { label: "Services", icon: Wrench, path: "/settings/services" },
+      { label: "Completion Docs", icon: FileText, path: "/completion-docs" },
+    ],
   },
   {
     title: "TEAM",

src/domain/auth/api/permissions-api.ts

@@ -0,0 +1,17 @@
+import { z } from "zod";
+import { apiGet } from "@/api/api";
+import { API_PATHS } from "@/api/api-paths";
+import { handleApiResponse } from "@/api/handle-api-response";
+
+export const UNEXPECTED_PERMISSIONS_RESPONSE =
+  "The server sent an unexpected permissions response.";
+
+const effectivePermissionsSchema = z.object({ permissions: z.array(z.string()) });
+
+/** Keys the signed-in user holds after role defaults and their individual overrides. */
+export async function getMyPermissions(): Promise<string[]> {
+  const data = await apiGet<unknown>(API_PATHS.teamMember.myPermissions);
+  const result = effectivePermissionsSchema.safeParse(handleApiResponse<unknown>(data));
+  if (!result.success) throw new Error(UNEXPECTED_PERMISSIONS_RESPONSE);
+  return result.data.permissions;
+}

src/domain/auth/use-cases/use-permissions.ts

@@ -0,0 +1,32 @@
+import { useQuery, type UseQueryResult } from "@tanstack/react-query";
+import type { PermissionKey } from "@/app/(protected)/team-members/_components/team-member-permissions";
+import { getMyPermissions } from "@/domain/auth/api/permissions-api";
+import { queryKeys } from "@/infra/query-key/query-key";
+import { useAuthContext } from "@/providers/auth-context";
+
+/**
+ * The signed-in user's effective permissions as the server computes them. Keyed by user so a
+ * different sign-in never reads another person's answer, and refetched on every mount and window
+ * focus so an override change applies on the next page load.
+ */
+export function usePermissions(): UseQueryResult<string[], Error> {
+  const { user } = useAuthContext();
+  const userId = user?.id ?? null;
+  return useQuery({
+    queryKey: queryKeys.auth.permissions(userId ?? ""),
+    queryFn: getMyPermissions,
+    enabled: userId !== null,
+    staleTime: 0,
+    refetchOnWindowFocus: true,
+    meta: { suppressErrorToast: true },
+  });
+}
+
+/** Holds only for a successful server answer that lists the key; loading and errors deny. */
+export function hasPermission(query: UseQueryResult<string[], Error>, key: PermissionKey): boolean {
+  return !query.isError && query.data?.includes(key) === true;
+}
+
+export function useHasPermission(key: PermissionKey): boolean {
+  return hasPermission(usePermissions(), key);
+}

src/domain/completion-templates/api/completion-templates-api.ts

@@ -0,0 +1,64 @@
+import type { z } from "zod";
+import { apiDeleteNoContent, apiGet, apiPost, apiPut } from "@/api/api";
+import { API_PATHS } from "@/api/api-paths";
+import { handleApiResponse } from "@/api/handle-api-response";
+import { mapCompletionTemplate } from "@/domain/completion-templates/mappers/completion-template-mapper";
+import {
+  completionTemplateDtoSchema,
+  completionTemplateListDtoSchema,
+  linkedWorkOrdersDtoSchema,
+} from "@/domain/completion-templates/schemas/completion-template-schema";
+import type {
+  CompletionTemplate,
+  CompletionTemplateInput,
+  CompletionTemplateLegacyFields,
+  LinkedWorkOrders,
+} from "@/domain/completion-templates/types/completion-template";
+
+export const UNEXPECTED_TEMPLATE_RESPONSE = "The server sent an unexpected response.";
+
+function parse<T>(schema: z.ZodType<T>, data: unknown): T {
+  const result = schema.safeParse(handleApiResponse<unknown>(data));
+  if (!result.success) throw new Error(UNEXPECTED_TEMPLATE_RESPONSE);
+  return result.data;
+}
+
+function toBody(input: CompletionTemplateInput, legacy?: CompletionTemplateLegacyFields) {
+  return { ...legacy, ...input };
+}
+
+export const completionTemplatesApi = {
+  list: async (search: string): Promise<CompletionTemplate[]> => {
+    const term = search.trim();
+    const data = await apiGet<unknown>(API_PATHS.workOrder.completionTemplates, {
+      searchParams: term === "" ? undefined : { search: term },
+    });
+    return parse(completionTemplateListDtoSchema, data).map(mapCompletionTemplate);
+  },
+
+  create: async (input: CompletionTemplateInput): Promise<CompletionTemplate> => {
+    const data = await apiPost<unknown>(API_PATHS.workOrder.completionTemplates, toBody(input));
+    return mapCompletionTemplate(parse(completionTemplateDtoSchema, data));
+  },
+
+  /** Replaces the whole procedure list and keeps the legacy fields the template already had. */
+  update: async (
+    template: CompletionTemplate,
+    input: CompletionTemplateInput,
+  ): Promise<CompletionTemplate> => {
+    const data = await apiPut<unknown>(
+      API_PATHS.workOrder.completionTemplateById(template.id),
+      toBody(input, template.legacy),
+    );
+    return mapCompletionTemplate(parse(completionTemplateDtoSchema, data));
+  },
+
+  delete: async (id: number): Promise<void> => {
+    await apiDeleteNoContent(API_PATHS.workOrder.completionTemplateById(id));
+  },
+
+  linkedWorkOrders: async (id: number): Promise<LinkedWorkOrders> => {
+    const data = await apiGet<unknown>(API_PATHS.workOrder.completionTemplateLinkedWorkOrders(id));
+    return parse(linkedWorkOrdersDtoSchema, data);
+  },
+};

src/domain/completion-templates/constants/completion-template-constants.ts

@@ -0,0 +1,27 @@
+/** Filled in on every generated document; shown read-only so authors don't retype them. */
+export const AUTO_POPULATED_FIELDS = ["WO#", "Site Code", "Address", "Service Type"] as const;
+
+/** Server limits; the inputs stop there instead of failing the save. */
+export const PROCEDURE_NAME_MAX_LENGTH = 200;
+export const EXTRA_SAFETY_NOTE_MAX_LENGTH = 2000;
+
+export const COMPLETION_TEMPLATE_COPY = {
+  pageTitle: "Completion Docs",
+  searchPlaceholder: "Search document title…",
+  addTemplate: "Add Template",
+  saveChanges: "Save changes",
+  titleRequired: "Document Title is required",
+  noProcedureDetail: "No procedure defined yet",
+  noProcedurePreview: "No procedure added yet.",
+  untitledDocument: "UNTITLED COMPLETION DOCUMENT",
+  autoFilledSuffix: "— auto-filled per work order",
+  emptySearchTitle: "No templates found",
+  emptySearchHint: "Try a different search, or add a new template.",
+  added: "Template added",
+  updated: "Template updated",
+  deleted: "Template deleted",
+} as const;
+
+export function templateCountLabel(count: number): string {
+  return `${count} template${count === 1 ? "" : "s"}`;
+}

src/domain/completion-templates/mappers/completion-template-mapper.ts

@@ -0,0 +1,63 @@
+import type {
+  CompletionTemplateDto,
+  CompletionTemplateFormValues,
+} from "@/domain/completion-templates/schemas/completion-template-schema";
+import type {
+  CompletionTemplate,
+  CompletionTemplateInput,
+} from "@/domain/completion-templates/types/completion-template";
+
+export function mapCompletionTemplate(dto: CompletionTemplateDto): CompletionTemplate {
+  const createdAt = dto.createdAt ?? "";
+  const procedures = [...(dto.procedures ?? [])]
+    .map((procedure, index) => ({ procedure, order: procedure.sortOrder ?? index }))
+    .sort((a, b) => a.order - b.order)
+    .map(({ procedure }) => ({
+      name: procedure.name ?? "",
+      description: procedure.description ?? "",
+    }));
+
+  return {
+    id: dto.id,
+    name: dto.name ?? "",
+    extraSafetyNote: dto.extraSafetyNote?.trim() ? dto.extraSafetyNote : null,
+    procedures,
+    createdAt,
+    lastUpdatedAt: dto.updatedAt ?? createdAt,
+    createdByName: dto.createdByName?.trim() ? dto.createdByName : null,
+    legacy: {
+      serviceKey: dto.serviceKey ?? "",
+      workOrderType: dto.workOrderType ?? null,
+      templateUrl: dto.templateUrl ?? "",
+      isActive: dto.isActive ?? true,
+    },
+  };
+}
+
+export function toCompletionTemplateFormValues(
+  template: CompletionTemplate | null,
+): CompletionTemplateFormValues {
+  if (!template) return { name: "", extraSafetyNote: null, procedures: [] };
+  return {
+    name: template.name,
+    extraSafetyNote: template.extraSafetyNote,
+    procedures: template.procedures.map((procedure) => ({ ...procedure })),
+  };
+}
+
+/** Trims every field and drops procedures the author left entirely blank. */
+export function toCompletionTemplateInput(
+  values: CompletionTemplateFormValues,
+): CompletionTemplateInput {
+  const note = values.extraSafetyNote?.trim() ?? "";
+  return {
+    name: values.name.trim(),
+    extraSafetyNote: note === "" ? null : note,
+    procedures: values.procedures
+      .map((procedure) => ({
+        name: procedure.name.trim(),
+        description: procedure.description.trim(),
+      }))
+      .filter((procedure) => procedure.name !== "" || procedure.description !== ""),
+  };
+}

src/domain/completion-templates/schemas/completion-template-schema.ts

@@ -0,0 +1,45 @@
+import { z } from "zod";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+
+const procedureDtoSchema = z.object({
+  name: z.string().nullish(),
+  description: z.string().nullish(),
+  sortOrder: z.number().nullish(),
+});
+
+export const completionTemplateDtoSchema = z.object({
+  id: z.number(),
+  name: z.string().nullish(),
+  extraSafetyNote: z.string().nullish(),
+  procedures: z.array(procedureDtoSchema).nullish(),
+  createdAt: z.string().nullish(),
+  updatedAt: z.string().nullish(),
+  createdByName: z.string().nullish(),
+  serviceKey: z.string().nullish(),
+  workOrderType: z.number().nullish(),
+  templateUrl: z.string().nullish(),
+  isActive: z.boolean().nullish(),
+});
+
+export const completionTemplateListDtoSchema = z.array(completionTemplateDtoSchema);
+
+export const linkedWorkOrdersDtoSchema = z.object({
+  count: z.number(),
+  workOrderIds: z.array(z.number()),
+});
+
+export type CompletionTemplateDto = z.infer<typeof completionTemplateDtoSchema>;
+
+const procedureFormSchema = z.object({
+  name: z.string(),
+  description: z.string(),
+});
+
+export const completionTemplateFormSchema = z.object({
+  name: z.string().trim().min(1, COMPLETION_TEMPLATE_COPY.titleRequired),
+  /** `null` until the author adds the optional note. */
+  extraSafetyNote: z.string().nullable(),
+  procedures: z.array(procedureFormSchema),
+});
+
+export type CompletionTemplateFormValues = z.infer<typeof completionTemplateFormSchema>;

src/domain/completion-templates/types/completion-template.ts

@@ -0,0 +1,38 @@
+export interface CompletionTemplateProcedure {
+  name: string;
+  description: string;
+}
+
+/** Fields the Services registry still reads; an edit sends them back unchanged. */
+export interface CompletionTemplateLegacyFields {
+  serviceKey: string;
+  workOrderType: number | null;
+  templateUrl: string;
+  isActive: boolean;
+}
+
+export interface CompletionTemplate {
+  id: number;
+  /** The Document Title. */
+  name: string;
+  extraSafetyNote: string | null;
+  /** In print order. */
+  procedures: CompletionTemplateProcedure[];
+  createdAt: string;
+  /** `updatedAt ?? createdAt`: what the table shows as Last Updated. */
+  lastUpdatedAt: string;
+  createdByName: string | null;
+  legacy: CompletionTemplateLegacyFields;
+}
+
+export interface CompletionTemplateInput {
+  name: string;
+  extraSafetyNote: string | null;
+  procedures: CompletionTemplateProcedure[];
+}
+
+/** Open work orders whose completion document would be generated from a template. */
+export interface LinkedWorkOrders {
+  count: number;
+  workOrderIds: number[];
+}

src/domain/completion-templates/use-cases/use-completion-template-mutations.ts

@@ -0,0 +1,85 @@
+import {
+  useMutation,
+  useQueryClient,
+  type QueryClient,
+  type UseMutationResult,
+} from "@tanstack/react-query";
+import { isHTTPError } from "ky";
+import { toast } from "react-toastify";
+import { completionTemplatesApi } from "@/domain/completion-templates/api/completion-templates-api";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import type {
+  CompletionTemplate,
+  CompletionTemplateInput,
+} from "@/domain/completion-templates/types/completion-template";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+interface UpdateCompletionTemplateVariables {
+  template: CompletionTemplate;
+  input: CompletionTemplateInput;
+}
+
+/** The server's blank-title rejection, which the form shows on the title field instead. */
+export function isTitleRequiredError(error: Error): boolean {
+  if (!isHTTPError(error) || error.response.status !== 422) return false;
+  const body: unknown = error.data;
+  return (
+    typeof body === "object" && body !== null && "code" in body && body.code === "TitleRequired"
+  );
+}
+
+function invalidateTemplates(queryClient: QueryClient) {
+  void queryClient.invalidateQueries({ queryKey: queryKeys.completionTemplates.all });
+  // The Services registry lists template names and clears links to a deleted template.
+  void queryClient.invalidateQueries({ queryKey: queryKeys.services.all });
+}
+
+function toastFailure(error: Error, fallback: string) {
+  if (isTitleRequiredError(error)) return;
+  toast.error(error.message || fallback);
+}
+
+export function useCreateCompletionTemplate(): UseMutationResult<
+  CompletionTemplate,
+  Error,
+  CompletionTemplateInput
+> {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (input: CompletionTemplateInput) => completionTemplatesApi.create(input),
+    onSuccess: () => {
+      invalidateTemplates(queryClient);
+      toast.success(COMPLETION_TEMPLATE_COPY.added);
+    },
+    onError: (error: Error) => toastFailure(error, "Failed to add template"),
+  });
+}
+
+export function useUpdateCompletionTemplate(): UseMutationResult<
+  CompletionTemplate,
+  Error,
+  UpdateCompletionTemplateVariables
+> {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: ({ template, input }: UpdateCompletionTemplateVariables) =>
+      completionTemplatesApi.update(template, input),
+    onSuccess: () => {
+      invalidateTemplates(queryClient);
+      toast.success(COMPLETION_TEMPLATE_COPY.updated);
+    },
+    onError: (error: Error) => toastFailure(error, "Failed to update template"),
+  });
+}
+
+export function useDeleteCompletionTemplate(): UseMutationResult<void, Error, number> {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (id: number) => completionTemplatesApi.delete(id),
+    onSuccess: () => {
+      invalidateTemplates(queryClient);
+      toast.success(COMPLETION_TEMPLATE_COPY.deleted);
+    },
+    onError: (error: Error) => toastFailure(error, "Failed to delete template"),
+  });
+}

src/domain/completion-templates/use-cases/use-completion-templates.ts

@@ -0,0 +1,30 @@
+import { keepPreviousData, useQuery, type UseQueryResult } from "@tanstack/react-query";
+import { completionTemplatesApi } from "@/domain/completion-templates/api/completion-templates-api";
+import type {
+  CompletionTemplate,
+  LinkedWorkOrders,
+} from "@/domain/completion-templates/types/completion-template";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+/** `search` is a partial, case-insensitive Document Title match done by the server. */
+export function useCompletionTemplates(search = ""): UseQueryResult<CompletionTemplate[], Error> {
+  const term = search.trim();
+  return useQuery({
+    queryKey: queryKeys.completionTemplates.list(term),
+    queryFn: () => completionTemplatesApi.list(term),
+    placeholderData: keepPreviousData,
+  });
+}
+
+/** Always refetched when asked for: the count gates a destructive action. */
+export function useLinkedWorkOrders(
+  templateId: number | null,
+): UseQueryResult<LinkedWorkOrders, Error> {
+  return useQuery({
+    queryKey: queryKeys.completionTemplates.linkedWorkOrders(templateId ?? 0),
+    queryFn: () => completionTemplatesApi.linkedWorkOrders(templateId ?? 0),
+    enabled: templateId !== null,
+    staleTime: 0,
+    refetchOnMount: "always",
+  });
+}

src/domain/completion-templates/utils/description-lines.ts

@@ -0,0 +1,7 @@
+/** A procedure description prints one paragraph per non-blank line. */
+export function descriptionLines(description: string): string[] {
+  return description
+    .split("\n")
+    .map((line) => line.trim())
+    .filter(Boolean);
+}

src/domain/completion-templates/utils/format-template-date.ts

@@ -0,0 +1,6 @@
+/** "Jun 1, 2026"; an empty or unparseable value shows as "—". */
+export function formatTemplateDate(value: string): string {
+  const date = new Date(value);
+  if (value === "" || Number.isNaN(date.getTime())) return "—";
+  return date.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
+}

src/domain/locations/api/locations-api.ts

@@ -6,10 +6,12 @@ import {
   mapLocationListItems,
   mapLocationSites,
   mapLocationToBackend,
+  mapSiteOpenWorkOrders,
 } from "@/domain/locations/mappers/location-mapper";
 import type {
   Location,
   LocationSite,
+  SiteOpenWorkOrders,
   LocationsListParams,
   LocationsListResult,
 } from "@/domain/locations/types/location";
@@ -74,4 +76,9 @@ export const locationsApi = {
   delete: async (id: string | number): Promise<void> => {
     await apiDelete<unknown>(`${API_PATHS.rest.locations}/${id}`);
   },
+
+  getOpenWorkOrders: async (id: string | number): Promise<SiteOpenWorkOrders> => {
+    const data = await apiGet<unknown>(`${API_PATHS.rest.locations}/${id}/open-work-orders`);
+    return mapSiteOpenWorkOrders(handleApiResponse(data));
+  },
 };

src/domain/locations/mappers/location-mapper.ts

@@ -3,6 +3,7 @@ import type {
   LocationContact,
   LocationListItem,
   LocationSite,
+  SiteOpenWorkOrders,
 } from "@/domain/locations/types/location";
 
 function readString(record: Record<string, unknown>, ...keys: string[]): string {
@@ -18,6 +19,14 @@ function readString(record: Record<string, unknown>, ...keys: string[]): string
   return "";
 }
 
+/** Like readString, but an empty value becomes undefined. */
+function readOptionalString(
+  record: Record<string, unknown>,
+  ...keys: string[]
+): string | undefined {
+  return readString(record, ...keys) || undefined;
+}
+
 function readId(record: Record<string, unknown>): string | number {
   const value = record.id ?? record.Id;
   if (typeof value === "string" || typeof value === "number") {
@@ -123,6 +132,8 @@ export function mapLocationListItem(raw: unknown): LocationListItem {
   return {
     id: readId(item),
     name: readString(item, "name", "Name"),
+    clientName: readString(item, "clientName", "ClientName", "accountName", "AccountName"),
+    sitePhone: readString(item, "phone", "Phone"),
     address: readString(item, "address", "Address"),
     city: readString(item, "city", "City"),
     state: readString(item, "state", "State"),
@@ -154,21 +165,30 @@ export function mapLocation(raw: unknown): Location {
 
   const contacts = mapLocationContacts(item.contacts ?? item.Contacts);
   const mainContact = contacts[0];
-  const legacyPhone = readString(item, "phone", "Phone") || undefined;
-  const legacyContact =
-    readString(item, "contact", "Contact", "contactPerson", "ContactPerson") || undefined;
+  const legacyPhone = readOptionalString(item, "phone", "Phone");
+  const legacyContact = readOptionalString(
+    item,
+    "contact",
+    "Contact",
+    "contactPerson",
+    "ContactPerson",
+  );
 
   return {
     id: readId(item) || undefined,
-    name: readString(item, "name", "Name") || undefined,
-    address: address || undefined,
-    city: readString(item, "city", "City") || undefined,
-    state: readString(item, "state", "State") || undefined,
-    zipCode: readString(item, "zipCode", "ZipCode", "Zip") || undefined,
+    name: readOptionalString(item, "name", "Name"),
+    title: readOptionalString(item, "title", "Title"),
+    clientName: readOptionalString(item, "clientName", "ClientName", "accountName", "AccountName"),
+    sitePhone: legacyPhone,
+    notes: readOptionalString(item, "notes", "Notes"),
+    address,
+    city: readOptionalString(item, "city", "City"),
+    state: readOptionalString(item, "state", "State"),
+    zipCode: readOptionalString(item, "zipCode", "ZipCode", "Zip"),
     phone: mainContact ? mainContact.phone : legacyPhone,
     contact: mainContact ? mainContact.name : legacyContact,
-    contactEmail: readString(item, "contactEmail", "ContactEmail") || undefined,
-    status: readString(item, "status", "Status") || undefined,
+    contactEmail: readOptionalString(item, "contactEmail", "ContactEmail"),
+    status: readOptionalString(item, "status", "Status"),
     accountId: readOptionalId(item) || undefined,
     contacts: contacts.length > 0 ? contacts : undefined,
   };
@@ -196,6 +216,10 @@ export function mapContactsToBackend(raw: unknown): LocationContact[] {
     .filter((contact) => contact.name !== "" || contact.phone !== "");
 }
 
+/**
+ * Create/update payload. `phone` is the Site Phone (independent of the contacts); `status`,
+ * `title` and `notes` are sent only when present so an update keeps the stored values.
+ */
 export function mapLocationToBackend(location: unknown): Record<string, unknown> {
   const item = (typeof location === "object" && location !== null ? location : {}) as Record<
     string,
@@ -206,19 +230,25 @@ export function mapLocationToBackend(location: unknown): Record<string, unknown>
   const mainContact = contacts[0];
 
   const payload: Record<string, unknown> = {
-    name: item.name ?? "",
+    name: typeof item.name === "string" ? item.name.trim() : "",
     address: item.address ?? "",
     city: item.city ?? "",
     state: item.state ?? "",
     zipCode: item.zipCode ?? "",
-    phone: mainContact ? mainContact.phone : (item.phone ?? ""),
-    contact: mainContact ? mainContact.name : (item.contact ?? ""),
-    contactEmail: item.contactEmail ?? "",
-    status: item.status ?? "Active",
+    phone: typeof item.sitePhone === "string" ? item.sitePhone.trim() : "",
+    // A caller without a contacts list (e.g. address-only sync) keeps the stored legacy name.
+    contact: mainContact ? mainContact.name : readString(item, "contact").trim(),
+    contactEmail: typeof item.contactEmail === "string" ? item.contactEmail.trim() : "",
     accountId: item.accountId ?? "",
     contacts,
   };
 
+  for (const key of ["status", "title", "notes"] as const) {
+    if (typeof item[key] === "string") {
+      payload[key] = item[key];
+    }
+  }
+
   const id = item.id ?? item.Id;
   if (typeof id === "string" || typeof id === "number") {
     payload.id = id;
@@ -226,3 +256,16 @@ export function mapLocationToBackend(location: unknown): Record<string, unknown>
 
   return payload;
 }
+
+export function mapSiteOpenWorkOrders(raw: unknown): SiteOpenWorkOrders {
+  const item = (typeof raw === "object" && raw !== null ? raw : {}) as Record<string, unknown>;
+  const rawIds = item.workOrderIds ?? item.WorkOrderIds;
+  const workOrderIds = Array.isArray(rawIds)
+    ? rawIds.filter((id): id is number => typeof id === "number" && Number.isInteger(id) && id > 0)
+    : [];
+  const count = item.count ?? item.Count;
+  return {
+    count: typeof count === "number" && count >= 0 ? count : workOrderIds.length,
+    workOrderIds,
+  };
+}

src/domain/locations/schemas/location-schema.ts

@@ -1,29 +1,43 @@
 import { z } from "zod";
 import { US_STATE_CODES } from "@/data/areas";
-import { LOCATION_STATUS_OPTIONS } from "@/domain/locations/types/location";
 
 export const locationContactSchema = z.object({
   id: z.number().int().positive().optional(),
   name: z
     .string()
     .trim()
-    .min(1, "Contact person is required")
-    .max(100, "Contact person cannot exceed 100 characters"),
-  phone: z.string().trim().min(1, "Phone is required").max(20, "Phone cannot exceed 20 characters"),
+    .min(1, "Contact name is required")
+    .max(100, "Contact name cannot exceed 100 characters"),
+  phone: z
+    .string()
+    .trim()
+    .min(1, "Contact phone is required")
+    .max(20, "Contact phone cannot exceed 20 characters"),
 });
 
+/** Add Site / Site detail edit form. `zipCode` and `title` are carried through, not edited. */
 export const locationSchema = z.object({
-  name: z.string().min(1, "Name is required"),
-  accountId: z.string().optional(),
-  address: z.string().min(1, "Address is required"),
-  city: z.string().min(1, "City is required"),
+  name: z
+    .string()
+    .trim()
+    .min(1, "Site Code is required")
+    .max(50, "Site Code cannot exceed 50 characters"),
+  accountId: z.string().min(1, "Client is required"),
+  address: z.string().trim().min(1, "Street Address is required"),
+  city: z.string().trim().min(1, "City is required"),
   state: z
     .union([z.enum(US_STATE_CODES), z.literal("")])
     .refine((state): boolean => state !== "", { message: "State is required" }),
-  zipCode: z.string().min(1, "Zip code is required"),
+  sitePhone: z.string().trim().max(20, "Site Phone cannot exceed 20 characters"),
+  contactEmail: z
+    .string()
+    .trim()
+    .refine((value) => value === "" || z.email().safeParse(value).success, {
+      message: "Invalid email address",
+    }),
   contacts: z.array(locationContactSchema).min(1, "At least one contact is required"),
-  contactEmail: z.string().min(1, "Contact email is required").email("Invalid email address"),
-  status: z.enum(LOCATION_STATUS_OPTIONS, { message: "Status is required" }),
+  zipCode: z.string(),
+  title: z.string(),
 });
 
 export type LocationFormValues = z.infer<typeof locationSchema>;
@@ -35,8 +49,9 @@ export const locationDefaultValues: LocationFormValues = {
   address: "",
   city: "",
   state: "",
-  zipCode: "",
-  contacts: [{ name: "", phone: "" }],
+  sitePhone: "",
   contactEmail: "",
-  status: "Active",
+  contacts: [{ name: "", phone: "" }],
+  zipCode: "",
+  title: "",
 };

src/domain/locations/types/location.ts

@@ -10,6 +10,10 @@ export interface LocationContact {
 export interface LocationListItem {
   id: string | number;
   name: string;
+  /** Client (account) display name. */
+  clientName: string;
+  /** Site Phone, independent of the contacts. */
+  sitePhone: string;
   address: string;
   city: string;
   state: string;
@@ -26,6 +30,10 @@ export interface LocationListItem {
 export interface Location {
   id?: string | number;
   name?: string;
+  title?: string;
+  clientName?: string;
+  sitePhone?: string;
+  notes?: string;
   address?: string;
   city?: string;
   state?: string;
@@ -62,4 +70,8 @@ export interface LocationsListResult {
   pageSize: number;
 }
 
-export const LOCATION_STATUS_OPTIONS = ["Active", "Inactive", "Closed"] as const;
+/** GET locations/{id}/open-work-orders: work orders not Completed or Canceled (ids capped). */
+export interface SiteOpenWorkOrders {
+  count: number;
+  workOrderIds: number[];
+}

src/domain/locations/use-cases/use-create-location.ts

@@ -1,24 +1,27 @@
 import { useMutation, useQueryClient, type UseMutationResult } from "@tanstack/react-query";
-import { useNavigate } from "react-router";
 import { toast } from "react-toastify";
 import { locationsApi } from "@/domain/locations/api/locations-api";
 import type { LocationFormValues } from "@/domain/locations/schemas/location-schema";
-import type { Location } from "@/domain/locations/types/location";
+import { isDuplicateSiteCodeError } from "@/domain/locations/utils/site-code-conflict";
 import { queryKeys } from "@/infra/query-key/query-key";
 
-export function useCreateLocation(): UseMutationResult<Location, Error, LocationFormValues> {
-  const navigate = useNavigate();
+/** Creates a site. A duplicate Site Code is left to the caller to show inline (no toast). */
+export function useCreateLocation(): UseMutationResult<void, Error, LocationFormValues> {
   const queryClient = useQueryClient();
 
   return useMutation({
-    mutationFn: (values: LocationFormValues) => locationsApi.create(values),
+    mutationFn: async (values: LocationFormValues) => {
+      await locationsApi.create({ ...values, status: "Active" });
+    },
     onSuccess: () => {
       void queryClient.invalidateQueries({ queryKey: queryKeys.locations.all });
-      toast.success("Location created successfully!");
-      navigate("/locations");
+      toast.success("Site added");
     },
     onError: (error: Error) => {
-      toast.error(error.message || "Failed to create location");
+      if (isDuplicateSiteCodeError(error)) {
+        return;
+      }
+      toast.error(error.message || "Failed to add site");
     },
   });
 }

src/domain/locations/use-cases/use-delete-location.ts

@@ -10,10 +10,10 @@ export function useDeleteLocation(): UseMutationResult<void, Error, string | num
     mutationFn: (id: string | number) => locationsApi.delete(id),
     onSuccess: () => {
       void queryClient.invalidateQueries({ queryKey: queryKeys.locations.all });
-      toast.success("Location deleted successfully!");
+      toast.success("Site deleted");
     },
     onError: (error: Error) => {
-      toast.error(error.message || "Failed to delete location");
+      toast.error(error.message || "Failed to delete site");
     },
   });
 }

src/domain/locations/use-cases/use-site-open-work-orders.ts

@@ -0,0 +1,17 @@
+import { useQuery, type UseQueryResult } from "@tanstack/react-query";
+import { locationsApi } from "@/domain/locations/api/locations-api";
+import type { SiteOpenWorkOrders } from "@/domain/locations/types/location";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+/** Open (not Completed/Canceled) work orders of a site; fetched only while `enabled`. */
+export function useSiteOpenWorkOrders(
+  siteId: string,
+  enabled: boolean,
+): UseQueryResult<SiteOpenWorkOrders, Error> {
+  return useQuery({
+    queryKey: queryKeys.locations.openWorkOrders(siteId),
+    queryFn: () => locationsApi.getOpenWorkOrders(siteId),
+    enabled,
+    staleTime: 0,
+  });
+}

src/domain/locations/use-cases/use-update-location.ts

@@ -1,9 +1,7 @@
 import { useMutation, useQueryClient, type UseMutationResult } from "@tanstack/react-query";
-import { useNavigate } from "react-router";
 import { toast } from "react-toastify";
 import { locationsApi } from "@/domain/locations/api/locations-api";
 import type { LocationFormValues } from "@/domain/locations/schemas/location-schema";
-import type { Location } from "@/domain/locations/types/location";
 import { queryKeys } from "@/infra/query-key/query-key";
 
 interface UpdateLocationInput {
@@ -11,20 +9,25 @@ interface UpdateLocationInput {
   values: LocationFormValues;
 }
 
-export function useUpdateLocation(): UseMutationResult<Location, Error, UpdateLocationInput> {
-  const navigate = useNavigate();
+/** Saves a site. The response carries no site, so the list and detail are refetched. */
+export function useUpdateLocation(): UseMutationResult<void, Error, UpdateLocationInput> {
   const queryClient = useQueryClient();
 
   return useMutation({
-    mutationFn: ({ id, values }: UpdateLocationInput) => locationsApi.update(id, values),
-    onSuccess: (_data, variables) => {
-      void queryClient.invalidateQueries({ queryKey: queryKeys.locations.all });
-      void queryClient.invalidateQueries({ queryKey: queryKeys.locations.detail(variables.id) });
-      toast.success("Location updated successfully!");
-      navigate("/locations");
+    mutationFn: async ({ id, values }: UpdateLocationInput) => {
+      await locationsApi.update(id, values);
+    },
+    onSuccess: async (_data, variables) => {
+      await Promise.all([
+        queryClient.invalidateQueries({ queryKey: queryKeys.locations.all }),
+        queryClient.invalidateQueries({
+          queryKey: queryKeys.locations.detail(String(variables.id)),
+        }),
+      ]);
+      toast.success("Site updated");
     },
     onError: (error: Error) => {
-      toast.error(error.message || "Failed to update location");
+      toast.error(error.message || "Failed to update site");
     },
   });
 }

src/domain/locations/utils/site-code-conflict.ts

@@ -0,0 +1,14 @@
+import { isHTTPError } from "ky";
+
+export const DUPLICATE_SITE_CODE_MESSAGE = "This site code already exists.";
+
+/** The API answers a duplicate Site Code (same client, any case) with 409 DuplicateSiteCode. */
+export function isDuplicateSiteCodeError(error: unknown): boolean {
+  if (!isHTTPError(error)) {
+    return false;
+  }
+  const data = error.data;
+  const code =
+    data && typeof data === "object" ? (data as Record<string, unknown>).code : undefined;
+  return error.response.status === 409 || code === "DuplicateSiteCode";
+}

src/domain/locations/utils/site-maps.ts

@@ -0,0 +1,23 @@
+import { formatLocationAddressPreview } from "@/domain/locations/mappers/location-mapper";
+import type { Location } from "@/domain/locations/types/location";
+
+type SiteAddress = Pick<Location, "address" | "city" | "state" | "zipCode">;
+
+/** Google Maps search link for a site address; opens in a new tab. */
+export function buildSiteMapsUrl(location: SiteAddress): string {
+  const query = formatLocationAddressPreview(location);
+  return `https://www.google.com/maps/search/?api=1&query=${encodeURIComponent(query)}`;
+}
+
+/** True once Street, City and State are all filled, so a map preview can render. */
+export function hasCompleteSiteAddress(location: SiteAddress): boolean {
+  return [location.address, location.city, location.state].every(
+    (part) => (part?.trim() ?? "") !== "",
+  );
+}
+
+/** Key-less Google Maps embed URL for the read-only preview. */
+export function buildSiteMapEmbedUrl(location: SiteAddress): string {
+  const query = formatLocationAddressPreview(location);
+  return `https://www.google.com/maps?q=${encodeURIComponent(query)}&output=embed`;
+}

src/domain/notifications/api/notifications-api.ts

@@ -1,4 +1,4 @@
-import { apiGet } from "@/api/api";
+import { apiGet, apiPostNoContent } from "@/api/api";
 import {
   notificationFeedSchema,
   type NotificationFeed,
@@ -7,4 +7,7 @@ import {
 export const notificationsApi = {
   feed: async (): Promise<NotificationFeed> =>
     notificationFeedSchema.parse(await apiGet<unknown>("notifications")),
+  /** Records who acknowledged the missed response deadline in the work order's audit history. */
+  acknowledgeSlaBreach: (workOrderId: number): Promise<void> =>
+    apiPostNoContent(`notifications/sla/${workOrderId}/acknowledge`),
 };

src/domain/notifications/session/notification-session-context.ts

@@ -5,6 +5,11 @@ export type NotificationSession = {
   readIds: ReadonlySet<string>;
   dismiss: (ids: string[]) => void;
   markRead: (ids: string[]) => void;
+  /** At-risk work orders hidden from the SLA banner for this session. */
+  slaBannerDismissedIds: ReadonlySet<number>;
+  dismissSlaBanner: (workOrderIds: number[]) => void;
+  /** Returns the ids not toasted yet this session and marks them toasted, so each toast fires once. */
+  claimSlaToasts: (workOrderIds: number[]) => number[];
 };
 
 export const NotificationSessionContext = createContext<NotificationSession | null>(null);

src/domain/notifications/session/notification-session-provider.tsx

@@ -1,7 +1,7 @@
-import { useCallback, useMemo, useState, type ReactNode } from "react";
+import { useCallback, useMemo, useRef, useState, type ReactNode } from "react";
 import { NotificationSessionContext } from "./notification-session-context";
 
-function addAll(current: ReadonlySet<string>, ids: string[]): ReadonlySet<string> {
+function addAll<T>(current: ReadonlySet<T>, ids: T[]): ReadonlySet<T> {
   if (ids.every((id) => current.has(id))) {
     return current;
   }
@@ -17,6 +17,11 @@ function addAll(current: ReadonlySet<string>, ids: string[]): ReadonlySet<string
 export function NotificationSessionProvider({ children }: { children: ReactNode }) {
   const [dismissedIds, setDismissedIds] = useState<ReadonlySet<string>>(() => new Set());
   const [readIds, setReadIds] = useState<ReadonlySet<string>>(() => new Set());
+  const [slaBannerDismissedIds, setSlaBannerDismissedIds] = useState<ReadonlySet<number>>(
+    () => new Set(),
+  );
+  // A ref, not state: claiming must be synchronous so a re-run effect can never toast twice.
+  const toastedSlaIds = useRef(new Set<number>());
 
   const dismiss = useCallback((ids: string[]) => {
     setDismissedIds((current) => addAll(current, ids));
@@ -24,10 +29,34 @@ export function NotificationSessionProvider({ children }: { children: ReactNode
   const markRead = useCallback((ids: string[]) => {
     setReadIds((current) => addAll(current, ids));
   }, []);
+  const dismissSlaBanner = useCallback((workOrderIds: number[]) => {
+    setSlaBannerDismissedIds((current) => addAll(current, workOrderIds));
+  }, []);
+  const claimSlaToasts = useCallback((workOrderIds: number[]) => {
+    const claimed = workOrderIds.filter((id) => !toastedSlaIds.current.has(id));
+    claimed.forEach((id) => toastedSlaIds.current.add(id));
+    return claimed;
+  }, []);
 
   const value = useMemo(
-    () => ({ dismissedIds, readIds, dismiss, markRead }),
-    [dismissedIds, readIds, dismiss, markRead],
+    () => ({
+      dismissedIds,
+      readIds,
+      dismiss,
+      markRead,
+      slaBannerDismissedIds,
+      dismissSlaBanner,
+      claimSlaToasts,
+    }),
+    [
+      dismissedIds,
+      readIds,
+      dismiss,
+      markRead,
+      slaBannerDismissedIds,
+      dismissSlaBanner,
+      claimSlaToasts,
+    ],
   );
 
   return (