fix(workorders): preserve table and service drafts

src/app/(protected)/workorders/_components/list/table/cells/service-notes-dialog.tsx

@@ -1,4 +1,4 @@
-import { useEffect, useState } from "react";
+import { useEffect, useRef, useState } from "react";
 import { Wrench } from "lucide-react";
 import { Dialog, DialogContent, DialogTitle } from "@mui/material";
 import { WizardServiceNotesFields } from "@/app/(protected)/workorders/_components/wizard/wizard-service-notes-fields";
@@ -32,6 +32,85 @@ type ServiceNotesDialogProps = {
   onSave: (details: ServiceNotesDetails) => void;
 };
 
+type DialogTarget = {
+  key: string;
+  pm: string;
+  serviceId?: string | number | null;
+};
+
+function getDialogTarget(
+  woNumber: string | undefined,
+  serviceId: string | number | null | undefined,
+  pm: string,
+) {
+  const key = woNumber ? `wo:${woNumber}` : serviceId != null ? `service:${serviceId}` : `pm:${pm}`;
+  return { key, pm, serviceId };
+}
+
+function selectedServices(pm: string, extraServices: string[]) {
+  return [pm, ...extraServices].filter(
+    (value, index, values) => !!value && values.indexOf(value) === index,
+  );
+}
+
+function useServiceNotesDraft({
+  open,
+  target,
+  pm,
+  serviceId,
+  extraServices,
+  serviceNotes,
+  avetaRequired,
+}: {
+  open: boolean;
+  target: DialogTarget;
+  pm: string;
+  serviceId: string | number | null | undefined;
+  extraServices: string[];
+  serviceNotes: string;
+  avetaRequired: boolean;
+}) {
+  const [sel, setSel] = useState<string[]>([]);
+  const [note, setNote] = useState("");
+  const [aveta, setAveta] = useState(false);
+  const [search, setSearch] = useState("");
+  const lastTarget = useRef<DialogTarget | null>(null);
+  const { key: targetKey, pm: targetPm, serviceId: targetServiceId } = target;
+
+  useEffect(() => {
+    if (!open) {
+      lastTarget.current = null;
+      return;
+    }
+    const previous = lastTarget.current;
+    if (previous == null || previous.key !== targetKey) {
+      setSel(selectedServices(pm, extraServices));
+      setNote(serviceNotes ?? "");
+      setAveta(Boolean(avetaRequired));
+      setSearch("");
+    } else if (
+      previous.serviceId != null &&
+      String(previous.serviceId) === String(serviceId) &&
+      previous.pm !== pm
+    ) {
+      setSel((current) => (current[0] === previous.pm ? [pm, ...current.slice(1)] : current));
+    }
+    lastTarget.current = { key: targetKey, pm: targetPm, serviceId: targetServiceId };
+  }, [
+    open,
+    targetKey,
+    targetPm,
+    targetServiceId,
+    pm,
+    serviceId,
+    extraServices,
+    serviceNotes,
+    avetaRequired,
+  ]);
+
+  return { sel, setSel, note, setNote, aveta, setAveta, search, setSearch };
+}
+
 export function ServiceNotesDialog({
   open,
   onOpenChange,
@@ -47,20 +126,16 @@ export function ServiceNotesDialog({
   viewOnly = false,
   onSave,
 }: ServiceNotesDialogProps) {
-  const [sel, setSel] = useState<string[]>([]);
-  const [note, setNote] = useState("");
-  const [aveta, setAveta] = useState(false);
-  const [search, setSearch] = useState("");
-
-  useEffect(() => {
-    if (!open) {
-      return;
-    }
-    setSel([pm, ...(extraServices ?? [])].filter((p, i, a) => !!p && a.indexOf(p) === i));
-    setNote(serviceNotes ?? "");
-    setAveta(Boolean(avetaRequired));
-    setSearch("");
-  }, [open, pm, extraServices, serviceNotes, avetaRequired]);
+  const target = getDialogTarget(woNumber, serviceId, pm);
+  const { sel, setSel, note, setNote, aveta, setAveta, search, setSearch } = useServiceNotesDraft({
+    open,
+    target,
+    pm,
+    serviceId,
+    extraServices,
+    serviceNotes,
+    avetaRequired,
+  });
 
   const toggle = (value: string) => {
     setSel((cur) => (cur.includes(value) ? cur.filter((x) => x !== value) : [...cur, value]));

src/app/(protected)/workorders/_components/list/table/wo-table.tsx

@@ -171,7 +171,7 @@ function WoTableRenderedInlineRow({
   );
 }
 
-function WoTableEmptyResult({
+function getWoTableEmptyResult({
   tableData,
   onOpenAdvancedFilters,
   onClearSearch,
@@ -303,14 +303,12 @@ export function WoTable({
     );
   }
 
-  const emptyResult = (
-    <WoTableEmptyResult
-      tableData={tableData}
-      onOpenAdvancedFilters={onOpenAdvancedFilters}
-      onClearSearch={onClearSearch}
-    />
-  );
-  if (emptyResult != null) return emptyResult;
+  const emptyResult = getWoTableEmptyResult({
+    tableData,
+    onOpenAdvancedFilters,
+    onClearSearch,
+  });
+  if (emptyResult) return emptyResult;
 
   return (
     <>

src/test/app/(protected)/workorders/aveta-service-notes.test.tsx

@@ -1,12 +1,73 @@
 import { useState } from "react";
-import { fireEvent, screen } from "@testing-library/react";
+import { fireEvent, screen, waitForElementToBeRemoved } from "@testing-library/react";
 import { describe, expect, it, vi } from "vitest";
 import { PMTypeCell } from "@/app/(protected)/workorders/_components/list/table/cells/pm-type-cell";
 import { ServiceNotesDialog } from "@/app/(protected)/workorders/_components/list/table/cells/service-notes-dialog";
+import type { ServiceNotesDetails } from "@/app/(protected)/workorders/_components/list/table/cells/service-notes-dialog";
 import { TypeCell } from "@/app/(protected)/workorders/_components/list/table/cells/type-cell";
 import { serviceIdentityPatch } from "@/domain/work-orders/utils/service-identity-patch";
+import type { Service } from "@/domain/services/types/service";
 import { renderWithProviders } from "@/test/test-utils";
 
+function serviceDefinition(id: number, name: string): Service {
+  return {
+    id,
+    name,
+    trade: "Electrical",
+    iconKey: "wrench",
+    requiresCompletionDocument: false,
+    completionDocTemplate: null,
+    isActive: true,
+    supportedWorkOrderTypes: ["PM"],
+  };
+}
+
+function ServiceRegistryRefreshHarness({
+  withDetails,
+  onSaved,
+}: {
+  withDetails: boolean;
+  onSaved: (details: ServiceNotesDetails) => void;
+}) {
+  const [renamed, setRenamed] = useState(false);
+  const [saved, setSaved] = useState<ServiceNotesDetails>({
+    pm: "Original service",
+    serviceId: 701,
+    extraServices: [],
+    serviceNotes: withDetails ? "Existing notes" : "",
+    avetaRequired: false,
+  });
+  const primaryName = renamed ? "Renamed service" : "Original service";
+
+  return (
+    <>
+      <PMTypeCell
+        value={saved.pm}
+        pmTypes={[]}
+        services={[serviceDefinition(701, primaryName), serviceDefinition(702, "Extra service")]}
+        serviceId={saved.serviceId}
+        workOrderType="PM"
+        serviceNotes={saved.serviceNotes}
+        extraServices={saved.extraServices}
+        avetaRequired={saved.avetaRequired}
+        woNumber="WO-701"
+        serviceQuery={{
+          isLoading: false,
+          isError: !renamed,
+          isFetching: false,
+          hasData: true,
+          retry: () => setRenamed(true),
+        }}
+        onSave={vi.fn()}
+        onSaveDetails={(details) => {
+          onSaved(details);
+          setSaved(details);
+        }}
+      />
+    </>
+  );
+}
+
 describe("Aveta Service & Notes", () => {
   it("defers linked type selection with visible loading and retry feedback", () => {
     const retry = vi.fn();
@@ -495,4 +556,107 @@ describe("Aveta Service & Notes", () => {
       expect.objectContaining({ pm: "QA Test Service", serviceId: 702 }),
     );
   });
+
+  it.each([
+    ["picker Add service and notes", false],
+    ["direct details trigger", true],
+  ])("retains the draft and linked ID across a rename from the %s", async (_entry, withDetails) => {
+    const onSaved = vi.fn();
+    renderWithProviders(
+      <ServiceRegistryRefreshHarness withDetails={withDetails} onSaved={onSaved} />,
+      { withAuth: false },
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: /Original service/i }));
+    if (!withDetails) {
+      fireEvent.click(screen.getByRole("button", { name: /Add service and notes/i }));
+    }
+    const notes = screen.getByPlaceholderText(/describe the specific issue/i);
+    fireEvent.change(notes, { target: { value: "Typed while registry refreshed" } });
+    fireEvent.click(screen.getByRole("checkbox", { name: /Requires Aveta documentation/i }));
+    fireEvent.click(screen.getByRole("button", { name: "Extra service" }));
+    fireEvent.click(screen.getByRole("button", { name: "Retry" }));
+
+    expect(notes).toHaveValue("Typed while registry refreshed");
+    expect(screen.getByRole("checkbox", { name: /Requires Aveta documentation/i })).toBeChecked();
+    expect(screen.getByRole("button", { name: /Renamed servicePrimary/i })).toBeInTheDocument();
+    fireEvent.click(screen.getByRole("button", { name: "Save" }));
+
+    expect(onSaved).toHaveBeenNthCalledWith(
+      1,
+      expect.objectContaining({
+        pm: "Renamed service",
+        serviceId: 701,
+        extraServices: ["Extra service"],
+        serviceNotes: "Typed while registry refreshed",
+        avetaRequired: true,
+      }),
+    );
+
+    await waitForElementToBeRemoved(() => screen.queryByRole("dialog"));
+    fireEvent.click(screen.getByRole("button", { name: /Renamed service/i }));
+    expect(screen.getByPlaceholderText(/describe the specific issue/i)).toHaveValue(
+      "Typed while registry refreshed",
+    );
+    expect(screen.getByRole("checkbox", { name: /Requires Aveta documentation/i })).toBeChecked();
+    expect(screen.getByText("Primary").closest("button")).toHaveTextContent("Renamed service");
+    expect(screen.getByRole("button", { name: "Extra service" })).toBeInTheDocument();
+    fireEvent.click(screen.getByRole("button", { name: "Save" }));
+    expect(onSaved).toHaveBeenNthCalledWith(
+      2,
+      expect.objectContaining({
+        serviceId: 701,
+        extraServices: ["Extra service"],
+        serviceNotes: "Typed while registry refreshed",
+        avetaRequired: true,
+      }),
+    );
+  });
+
+  it("preserves a deliberate primary selection during linked-service rename", () => {
+    const onSave = vi.fn();
+    const common = {
+      open: true,
+      onOpenChange: vi.fn(),
+      extraServices: [],
+      serviceNotes: "Saved notes",
+      avetaRequired: false,
+      pmTypes: [],
+      services: [
+        serviceDefinition(701, "Original service"),
+        serviceDefinition(702, "Other service"),
+      ],
+      serviceId: 701,
+      serviceQuery: {
+        isLoading: false,
+        isError: false,
+        isFetching: false,
+        hasData: true,
+        retry: vi.fn(),
+      },
+      onSave,
+    };
+    const view = renderWithProviders(<ServiceNotesDialog {...common} pm="Original service" />, {
+      withAuth: false,
+    });
+
+    fireEvent.click(screen.getByRole("button", { name: /Original servicePrimary/i }));
+    fireEvent.click(screen.getByRole("button", { name: "Other service" }));
+    view.rerender(
+      <ServiceNotesDialog
+        {...common}
+        pm="Renamed service"
+        services={[
+          serviceDefinition(701, "Renamed service"),
+          serviceDefinition(702, "Other service"),
+        ]}
+      />,
+    );
+    expect(screen.getByRole("button", { name: /Other servicePrimary/i })).toBeInTheDocument();
+    fireEvent.click(screen.getByRole("button", { name: "Save" }));
+
+    expect(onSave).toHaveBeenCalledWith(
+      expect.objectContaining({ pm: "Other service", serviceId: 702 }),
+    );
+  });
 });

src/test/app/(protected)/workorders/use-work-orders-list-page-cancel-toast.test.ts

@@ -52,6 +52,28 @@ vi.mock("@/app/(protected)/workorders/_hooks/use-work-orders-table-data", () =>
   }),
 }));
 
+vi.mock("@/app/(protected)/workorders/_hooks/use-work-order-service-registry", () => ({
+  useWorkOrderServiceRegistry: () => ({
+    services: [],
+    serviceHistory: [],
+    servicePickerState: {
+      isLoading: false,
+      isError: false,
+      isFetching: false,
+      hasData: true,
+      retry: vi.fn(),
+    },
+    serviceHistoryState: {
+      isLoading: false,
+      isError: false,
+      isFetching: false,
+      hasData: true,
+      retry: vi.fn(),
+    },
+    serviceHistoryReadyForTypeChange: true,
+  }),
+}));
+
 vi.mock("@/domain/work-orders/use-cases/use-work-order-table-mutations", () => ({
   useWorkOrderTableMutations: () => ({
     patchField,

src/test/app/(protected)/workorders/use-work-orders-list-page-completion-doc.test.ts

@@ -51,6 +51,28 @@ vi.mock("@/app/(protected)/workorders/_hooks/use-work-orders-table-data", () =>
   }),
 }));
 
+vi.mock("@/app/(protected)/workorders/_hooks/use-work-order-service-registry", () => ({
+  useWorkOrderServiceRegistry: () => ({
+    services: [],
+    serviceHistory: [],
+    servicePickerState: {
+      isLoading: false,
+      isError: false,
+      isFetching: false,
+      hasData: true,
+      retry: vi.fn(),
+    },
+    serviceHistoryState: {
+      isLoading: false,
+      isError: false,
+      isFetching: false,
+      hasData: true,
+      retry: vi.fn(),
+    },
+    serviceHistoryReadyForTypeChange: true,
+  }),
+}));
+
 vi.mock("@/domain/work-orders/use-cases/use-work-order-table-mutations", () => ({
   useWorkOrderTableMutations: () => ({
     patchField,

src/test/app/(protected)/workorders/wo-table-adv-search-pagination.test.tsx

@@ -128,6 +128,28 @@ function tableData(
 }
 
 describe("WoTable advanced-search pagination", () => {
+  it("renders the nonempty table body and pager", () => {
+    renderWithProviders(
+      <WoTable
+        tableData={tableData()}
+        users={[]}
+        sites={[]}
+        vendors={[]}
+        pmTypes={[]}
+        weekMonday="2026-05-18"
+        onNavigateToDay={vi.fn()}
+        onOpenSlideOver={vi.fn()}
+        onOpenMedia={vi.fn()}
+        onPatch={vi.fn()}
+      />,
+      { withAuth: false },
+    );
+
+    expect(screen.getByText("WO-0")).toBeInTheDocument();
+    expect(screen.getByText("RESULTS · 1778 items")).toBeInTheDocument();
+    expect(screen.getByText("Page 1 of 36")).toBeInTheDocument();
+  });
+
   it("pages the flat Unassigned search without a pin or a 1778-row dump", () => {
     const goToNextDayPage = vi.fn();
     const data = tableData({ goToNextDayPage });