Merge remote-tracking branch 'origin/dev' into fix/ab/sh-117-indicator-accessible-names

.github/workflows/ci.yaml

@@ -1,16 +1,18 @@
-name: CI
+name: Frontend checks
 
 on:
   pull_request:
     branches: [main, dev]
   push:
     branches: [main, dev]
+  workflow_dispatch: {}
 
 permissions:
   contents: read
 
 jobs:
-  ci:
+  build-and-test:
+    name: Build and test
     # Org reusable workflow (Node 24): format check, lint, build, unit tests.
     uses: Sea-Haven-Industries/.github/.github/workflows/ci-typescript-frontend.yaml@main
     with:
@@ -28,9 +30,10 @@ jobs:
     # GOVERNANCE_BASE points the changed-file gate at the right diff:
     #   PR  -> the PR target branch (origin/<base_ref>)
     #   push-> the previous commit on the branch (github.event.before)
+    #   manual -> dev, for exact-head recovery runs
     runs-on: ubuntu-latest
     env:
-      GOVERNANCE_BASE: ${{ github.event_name == 'pull_request' && format('origin/{0}', github.base_ref) || github.event.before }}
+      GOVERNANCE_BASE: ${{ github.event_name == 'pull_request' && format('origin/{0}', github.base_ref) || github.event_name == 'push' && github.event.before || 'origin/dev' }}
     steps:
       - uses: actions/checkout@v4
         with:
@@ -43,6 +46,7 @@ jobs:
       - run: npm run verify
 
   visual-regression:
+    name: Visual regression
     runs-on: ubuntu-latest
     container: mcr.microsoft.com/playwright:v1.61.1-noble
     steps:

e2e/work-orders/work-orders.visual.spec.ts

@@ -82,6 +82,10 @@ function isBoardDetail(pathname: string) {
   return /\/workorders\/\d+\/detail$/.test(pathname);
 }
 
+function isAccountList(pathname: string) {
+  return pathname.includes("/Account/GetAccountList");
+}
+
 async function mockWorkOrderApi(page: Page, mode: "default" | "empty" | "error" = "default") {
   await page.clock.setFixedTime(new Date(FROZEN_NOW));
   await page.addInitScript((user) => localStorage.setItem("auth", JSON.stringify(user)), TEST_USER);
@@ -161,6 +165,27 @@ async function mockWorkOrderApi(page: Page, mode: "default" | "empty" | "error"
       return;
     }
 
+    if (isAccountList(pathname)) {
+      await fulfillJson(route, {
+        items: [
+          {
+            id: 1,
+            name: "Amazon",
+            number: "AMZ-1",
+            industry: "Retail",
+            website: "",
+            primaryContact: "",
+            phoneNumber: "",
+            owner: "",
+          },
+        ],
+        totalCount: 1,
+        page: 1,
+        pageSize: 50,
+      });
+      return;
+    }
+
     await fulfillJson(route, { data: [] });
   });
 }

src/app/(protected)/vendors/_components/vendor-detail-drawer.tsx

@@ -195,7 +195,6 @@ function DrawerBody({
   return (
     <Stack spacing={3} className="flex-1 overflow-y-auto" sx={{ p: 2.5 }}>
       <Box>
-        <SectionTitle>Company</SectionTitle>
         <CompanySection roster={roster} />
       </Box>
       <Divider />

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

@@ -61,7 +61,9 @@ function VendorTableRow({ row, onOpenDetail, onOpenEdit }: VendorTableRowProps)
   const trades = splitTrades(row.tradeSpecialties);
   const primaryTrade = trades[0] ?? "—";
   const extraTrades = trades.length > 1 ? trades.length - 1 : 0;
-  const locationText = [row.city, row.state].filter(Boolean).join(", ") || "—";
+  const cityStateText = [row.city.trim(), row.state.trim()].filter(Boolean).join(", ");
+  const locationText = cityStateText || row.address.trim() || "—";
+  const phoneText = row.phone.trim() || row.companyPhone.trim();
   const rowKey = String(row.id ?? `company-${row.companyId ?? ""}`);
 
   const handleKeyDown = (event: KeyboardEvent) => {
@@ -132,14 +134,14 @@ function VendorTableRow({ row, onOpenDetail, onOpenEdit }: VendorTableRowProps)
         )}
       </TableCell>
       <TableCell sx={{ color: "var(--color-muted-foreground)" }}>
-        {row.phone ? (
+        {phoneText ? (
           <Link
-            href={`tel:${row.phone}`}
+            href={`tel:${phoneText}`}
             underline="hover"
             color="inherit"
             onClick={stopPropagation}
           >
-            {row.phone}
+            {phoneText}
           </Link>
         ) : (
           "—"

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

@@ -0,0 +1,122 @@
+import { useEffect, useState } from "react";
+import { resolveLocationId } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-helpers";
+import { resolveSiteCode } from "@/domain/work-orders/mappers/work-order-board-mapper";
+import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
+import type { LocationOption } from "@/domain/work-orders/types/work-order";
+
+type UseSiteDialogFormFieldsArgs = {
+  open: boolean;
+  value: string;
+  locationId: string | number;
+  pocName: string;
+  pocPhone: string;
+  pocNotes: string;
+  additionalContacts: WorkOrderAdditionalContact[];
+  sites: LocationOption[];
+  createMode: boolean;
+};
+
+export function useSiteDialogFormFields({
+  open,
+  value,
+  locationId,
+  pocName,
+  pocPhone,
+  pocNotes,
+  additionalContacts,
+  sites,
+  createMode,
+}: UseSiteDialogFormFieldsArgs) {
+  const [code, setCode] = useState(value);
+  const [locId, setLocId] = useState(() => resolveLocationId(locationId, value, sites));
+  const [pn, setPn] = useState(pocName);
+  const [pp, setPp] = useState(pocPhone);
+  const [notes, setNotes] = useState(pocNotes);
+  const [extraContacts, setExtraContacts] = useState(additionalContacts);
+  const [pocFilledFor, setPocFilledFor] = useState("");
+  const [dirty, setDirty] = useState(false);
+  const [contactsDirty, setContactsDirty] = useState(false);
+  const [baselineHadContacts, setBaselineHadContacts] = useState(
+    () => additionalContacts.length > 0,
+  );
+  const [showErrors, setShowErrors] = useState(false);
+
+  useEffect(() => {
+    if (!open) {
+      setDirty(false);
+      setContactsDirty(false);
+      setShowErrors(false);
+    }
+  }, [open]);
+
+  useEffect(() => {
+    if (!open || dirty) {
+      return;
+    }
+    const resolved = resolveLocationId(locationId, value, sites);
+    setCode(value);
+    setLocId(resolved);
+    setPn(pocName);
+    setPp(pocPhone);
+    setNotes(pocNotes);
+    setExtraContacts(additionalContacts);
+    setBaselineHadContacts(additionalContacts.length > 0);
+    setPocFilledFor(pocName.trim() || pocPhone.trim() ? resolved : "");
+  }, [open, dirty, value, locationId, pocName, pocPhone, pocNotes, additionalContacts, sites]);
+
+  const handlePick = (id: string) => {
+    const next = sites.find((s) => String(s.id) === id);
+    const siteChanged = id !== locId;
+    setLocId(id);
+    if (next) {
+      setCode(resolveSiteCode(next));
+    }
+    if (siteChanged) {
+      setExtraContacts([]);
+      setContactsDirty(true);
+      setDirty(true);
+      if (createMode) {
+        setPn("");
+        setPp("");
+      }
+      setPocFilledFor("");
+    } else if (id !== pocFilledFor) {
+      setPocFilledFor("");
+    }
+  };
+
+  const markPocDirty = (apply: () => void) => {
+    setDirty(true);
+    apply();
+  };
+
+  return {
+    code,
+    locId,
+    pn,
+    pp,
+    notes,
+    extraContacts,
+    pocFilledFor,
+    dirty,
+    contactsDirty,
+    baselineHadContacts,
+    showErrors,
+    selected: sites.find((s) => String(s.id) === locId),
+    siteMissing: !locId,
+    setPocFilledFor,
+    setPn,
+    setPp,
+    setShowErrors,
+    markDirty: () => setDirty(true),
+    handlePick,
+    setPnDirty: (next: string) => markPocDirty(() => setPn(next)),
+    setPpDirty: (next: string) => markPocDirty(() => setPp(next)),
+    setNotesDirty: (next: string) => markPocDirty(() => setNotes(next)),
+    setExtraContactsDirty: (contacts: WorkOrderAdditionalContact[]) => {
+      setDirty(true);
+      setContactsDirty(true);
+      setExtraContacts(contacts);
+    },
+  };
+}

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

@@ -1,10 +1,9 @@
-import { useEffect, useState } from "react";
+import { useEffect } from "react";
 import { buildSiteDialogPatch } from "@/app/(protected)/workorders/_components/list/table/cells/build-site-dialog-patch";
-import { resolveLocationId } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-helpers";
 import type { SitePatch } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-types";
+import { useSiteDialogFormFields } from "@/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-form-fields";
 import { useLocationDetail } from "@/domain/locations/use-cases/use-location-detail";
 import { formatLocationAddressPreview } from "@/domain/locations/mappers/location-mapper";
-import { resolveSiteCode } from "@/domain/work-orders/mappers/work-order-board-mapper";
 import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
 
@@ -37,55 +36,28 @@ export function useSiteDialogState({
   createMode,
   onSave,
 }: UseSiteDialogStateArgs) {
-  const [code, setCode] = useState(value);
-  const [locId, setLocId] = useState(() => resolveLocationId(locationId, value, sites));
-  const [pn, setPn] = useState(pocName);
-  const [pp, setPp] = useState(pocPhone);
-  const [notes, setNotes] = useState(pocNotes);
-  const [extraContacts, setExtraContacts] = useState(additionalContacts);
-  const [pocFilledFor, setPocFilledFor] = useState("");
-  const [dirty, setDirty] = useState(false);
-  const [contactsDirty, setContactsDirty] = useState(false);
-  const [baselineHadContacts, setBaselineHadContacts] = useState(
-    () => additionalContacts.length > 0,
-  );
-  const [showErrors, setShowErrors] = useState(false);
-
+  const fields = useSiteDialogFormFields({
+    open,
+    value,
+    locationId,
+    pocName,
+    pocPhone,
+    pocNotes,
+    additionalContacts,
+    sites,
+    createMode,
+  });
+  const { locId, pocFilledFor, pn, pp, setPn, setPp, setPocFilledFor, siteMissing } = fields;
   const {
     data: locationDetail,
     isLoading: locationDetailLoading,
     isError: locationDetailError,
   } = useLocationDetail(open && locId ? locId : undefined);
 
-  const selected = sites.find((s) => String(s.id) === locId);
   const addressPreview = locationDetail ? formatLocationAddressPreview(locationDetail) : "";
-  const siteMissing = !locId;
   const pocMissing = !pn.trim() || !pp.trim();
   const canConfirm = !siteMissing && (!createMode || !pocMissing);
 
-  useEffect(() => {
-    if (!open) {
-      setDirty(false);
-      setContactsDirty(false);
-      setShowErrors(false);
-    }
-  }, [open]);
-
-  useEffect(() => {
-    if (!open || dirty) {
-      return;
-    }
-    const resolved = resolveLocationId(locationId, value, sites);
-    setCode(value);
-    setLocId(resolved);
-    setPn(pocName);
-    setPp(pocPhone);
-    setNotes(pocNotes);
-    setExtraContacts(additionalContacts);
-    setBaselineHadContacts(additionalContacts.length > 0);
-    setPocFilledFor(pocName.trim() || pocPhone.trim() ? resolved : "");
-  }, [open, dirty, value, locationId, pocName, pocPhone, pocNotes, additionalContacts, sites]);
-
   useEffect(() => {
     if (!open || !locId || !locationDetail || pocFilledFor === locId) {
       return;
@@ -93,82 +65,49 @@ export function useSiteDialogState({
     setPn((prev) => (prev.trim() ? prev : (locationDetail.contact ?? "")));
     setPp((prev) => (prev.trim() ? prev : (locationDetail.phone ?? "")));
     setPocFilledFor(locId);
-  }, [open, locId, locationDetail, pocFilledFor]);
-
-  const handlePick = (id: string) => {
-    const next = sites.find((s) => String(s.id) === id);
-    const siteChanged = id !== locId;
-    setLocId(id);
-    if (next) {
-      setCode(resolveSiteCode(next));
-    }
-    if (siteChanged) {
-      setExtraContacts([]);
-      setContactsDirty(true);
-      setDirty(true);
-      if (createMode) {
-        setPn("");
-        setPp("");
-      }
-      setPocFilledFor("");
-    } else if (id !== pocFilledFor) {
-      setPocFilledFor("");
-    }
-  };
-
-  const buildPatch = (): SitePatch =>
-    buildSiteDialogPatch({
-      code,
-      locId,
-      selected,
-      pocName: pn,
-      pocPhone: pp,
-      pocNotes: notes,
-      extraContacts,
-      contactsDirty,
-      baselineHadContacts,
-    });
-
-  const markPocDirty = (apply: () => void) => {
-    setDirty(true);
-    apply();
-  };
-
-  const markContactsDirty = (contacts: WorkOrderAdditionalContact[]) => {
-    setDirty(true);
-    setContactsDirty(true);
-    setExtraContacts(contacts);
-  };
+  }, [open, locId, locationDetail, pocFilledFor, setPn, setPp, setPocFilledFor]);
 
   const attemptSave = () => {
     if (createMode && !canConfirm) {
-      setShowErrors(true);
+      fields.setShowErrors(true);
       return;
     }
-    onSave(buildPatch());
+    onSave(
+      buildSiteDialogPatch({
+        code: fields.code,
+        locId: fields.locId,
+        selected: fields.selected,
+        pocName: fields.pn,
+        pocPhone: fields.pp,
+        pocNotes: fields.notes,
+        extraContacts: fields.extraContacts,
+        contactsDirty: fields.contactsDirty,
+        baselineHadContacts: fields.baselineHadContacts,
+      }),
+    );
     onOpenChange(false);
   };
 
   return {
-    locId,
-    code,
-    selected,
+    locId: fields.locId,
+    code: fields.code,
+    selected: fields.selected,
     locationDetail,
     locationDetailLoading,
     locationDetailError,
     addressPreview,
-    pn,
-    pp,
-    notes,
-    extraContacts,
-    showErrors,
-    siteMissing,
-    handlePick,
+    pn: fields.pn,
+    pp: fields.pp,
+    notes: fields.notes,
+    extraContacts: fields.extraContacts,
+    showErrors: fields.showErrors,
+    siteMissing: fields.siteMissing,
+    handlePick: fields.handlePick,
     attemptSave,
-    setPn: (next: string) => markPocDirty(() => setPn(next)),
-    setPp: (next: string) => markPocDirty(() => setPp(next)),
-    setNotes: (next: string) => markPocDirty(() => setNotes(next)),
-    setExtraContacts: markContactsDirty,
+    setPn: fields.setPnDirty,
+    setPp: fields.setPpDirty,
+    setNotes: fields.setNotesDirty,
+    setExtraContacts: fields.setExtraContactsDirty,
     close: () => onOpenChange(false),
   };
 }

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

@@ -21,7 +21,6 @@ import {
   inlineCreateSaveHint,
   inlineCreateSiteError,
 } from "@/domain/work-orders/utils/get-inline-create-missing";
-
 import { WO_TABLE_ROW_HEIGHT } from "./wo-table-cols";
 import { WoTableInlineRowCells } from "./wo-table-inline-row-cells";
 import { WoTableInlineRowActions } from "./wo-table-inline-row-actions";

src/app/(protected)/workorders/_components/wizard/wizard-field-select.tsx

@@ -17,6 +17,7 @@ type WizardFieldSelectProps = {
   search?: boolean;
   searchPlaceholder?: string;
   disabled?: boolean;
+  onSearchChange?: (query: string) => void;
 };
 
 function filterOptions(options: WizardMenuOption[], query: string): WizardMenuOption[] {
@@ -41,15 +42,22 @@ export function WizardFieldSelect({
   search = true,
   searchPlaceholder = "Search…",
   disabled = false,
+  onSearchChange,
 }: WizardFieldSelectProps) {
   const { anchorEl, open, setAnchor, close } = useMenuAnchor();
   const [q, setQ] = useState("");
   const selected = options.find((o) => o.key === value);
-  const filtered = filterOptions(options, q);
+  const filtered = onSearchChange ? options : filterOptions(options, q);
+
+  const handleQueryChange = (next: string) => {
+    setQ(next);
+    onSearchChange?.(next);
+  };
 
   const handleClose = () => {
     close();
     setQ("");
+    onSearchChange?.("");
   };
 
   return (
@@ -117,7 +125,7 @@ export function WizardFieldSelect({
           search={search}
           searchPlaceholder={searchPlaceholder}
           query={q}
-          onQueryChange={setQ}
+          onQueryChange={handleQueryChange}
           options={filtered}
           value={value}
           onPick={(key) => {

src/app/(protected)/workorders/_components/wizard/wizard-footer.tsx

@@ -2,11 +2,10 @@ import { Check, ChevronLeft, ChevronRight, Lightbulb } from "lucide-react";
 import { Button } from "@/components/ui/button";
 import {
   WIZARD_STEPS,
-  canContinueWizardStep1,
-  canContinueWizardStep2,
   canCreateWorkOrderFromWizard,
   isWizardStepValid,
-  isWizardWoNumberValid,
+  wizardStep1ContinueHint,
+  wizardStep2ContinueHint,
   type WorkOrderWizardDraft,
 } from "@/domain/work-orders/types/work-order-wizard";
 
@@ -22,15 +21,11 @@ type WizardFooterProps = {
 };
 
 function stepHint(step: number, draft: WorkOrderWizardDraft): string | null {
-  if (step === 1 && !canContinueWizardStep1(draft)) {
-    if (!isWizardWoNumberValid(draft.woNumber)) {
-      return "Enter an alphanumeric WO number, or leave blank for SH generation";
-    }
-    return "Select severity to continue";
+  if (step === 1) {
+    return wizardStep1ContinueHint(draft);
   }
-  if (step === 2 && !canContinueWizardStep2(draft)) {
-    if (!draft.locationId) return "Pick a site to continue";
-    return "Enter POC name and phone to continue";
+  if (step === 2) {
+    return wizardStep2ContinueHint(draft);
   }
   return null;
 }

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

@@ -1,4 +1,3 @@
-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 type { WorkOrderWizardDraft } from "@/domain/work-orders/types/work-order-wizard";
@@ -73,16 +72,6 @@ export function WizardStepLocationService({
         onUpdate={onUpdate}
         onPatch={onPatch}
       />
-
-      {!draft.locationId && !draft.pm && (
-        <Text
-          as="p"
-          variant="description"
-          sx={{ fontSize: 12, fontStyle: "italic", color: "var(--muted-foreground)" }}
-        >
-          Both are optional — leave blank to fill in later from the dispatch board.
-        </Text>
-      )}
     </div>
   );
 }

src/app/(protected)/workorders/_components/wizard/wizard-step-type-schedule.tsx

@@ -4,6 +4,7 @@ import type { WorkOrderWizardDraft } from "@/domain/work-orders/types/work-order
 import {
   WO_TYPE_META,
   WO_TYPES,
+  WIZARD_WO_NUMBER_MAX_LENGTH,
   isWizardWoNumberValid,
   type WOType,
 } from "@/domain/work-orders/types/work-order-wizard";
@@ -231,28 +232,6 @@ function clearSchedulePatch(): Partial<WorkOrderWizardDraft> {
   };
 }
 
-function WizardAddOnOverrideField({
-  checked,
-  onChange,
-}: {
-  checked: boolean;
-  onChange: (value: boolean) => void;
-}) {
-  return (
-    <label className="flex cursor-pointer items-center gap-2">
-      <input
-        type="checkbox"
-        checked={checked}
-        onChange={(e) => onChange(e.target.checked)}
-        aria-label="Mark as Add-On"
-      />
-      <Text as="p" variant="description" sx={{ fontSize: 13, margin: 0 }}>
-        Mark as Add-On
-      </Text>
-    </label>
-  );
-}
-
 export function WizardStepTypeSchedule({
   draft,
   users,
@@ -294,19 +273,25 @@ export function WizardStepTypeSchedule({
           type="text"
           value={draft.woNumber}
           onChange={(e) =>
-            onUpdate("woNumber", e.target.value.replace(/[^a-zA-Z0-9]/g, "").slice(0, 20))
+            onUpdate(
+              "woNumber",
+              e.target.value.replace(/[^a-zA-Z0-9]/g, "").slice(0, WIZARD_WO_NUMBER_MAX_LENGTH),
+            )
           }
           onBlur={() => onDuplicateWoNumber?.(draft.woNumber)}
           placeholder="Leave blank for SH provisional number"
-          maxLength={20}
+          maxLength={WIZARD_WO_NUMBER_MAX_LENGTH}
           className={DLG_INPUT_CLS}
           style={DLG_INPUT_STYLE}
         />
-        {Boolean(woNumberError) && (
-          <Text as="p" variant="error" sx={{ fontSize: 11, marginTop: "6px" }}>
-            WO number must be alphanumeric.
-          </Text>
-        )}
+        <Text
+          as="p"
+          variant="error"
+          when={Boolean(woNumberError)}
+          sx={{ fontSize: 11, marginTop: "6px" }}
+        >
+          WO number must be alphanumeric.
+        </Text>
       </div>
 
       <div>
@@ -338,13 +323,6 @@ export function WizardStepTypeSchedule({
       </div>
 
       <WizardTypeScheduleDates draft={draft} onUpdate={onUpdate} onPatch={onPatch} />
-
-      {Boolean(!hasWizardSchedule(draft)) && (
-        <WizardAddOnOverrideField
-          checked={Boolean(draft.isAddOnOverride)}
-          onChange={(value) => onUpdate("isAddOnOverride", value)}
-        />
-      )}
     </div>
   );
 }

src/domain/auth/types/auth-user.ts

@@ -7,6 +7,9 @@ export interface AuthUser {
   fullname: string;
   id: string | number;
   name?: string;
+  /** Login payload field. Not trusted for org-wide UI gates; use the JWT claim. */
+  orgScope?: string;
+  accountId?: string | number;
 }
 
 export interface LoginCredentials {

src/domain/vendors/mappers/vendor-mapper.ts

@@ -119,6 +119,7 @@ export function mapVendorListItem(raw: unknown): VendorListItem {
     googleMapsUrl: readString(item, "googleMapsUrl", "GoogleMapsUrl"),
     notes: readString(item, "notes", "Notes"),
     totalJobs: readNumber(item, "totalJobs", "TotalJobs"),
+    address: readString(item, "address", "Address"),
     city: readString(item, "city", "City"),
     state: readString(item, "state", "State"),
     tradeSpecialties: readString(item, "tradeSpecialties", "TradeSpecialties"),

src/domain/vendors/types/vendor.ts

@@ -13,6 +13,7 @@ export interface VendorListItem {
   googleMapsUrl: string;
   notes: string;
   totalJobs: number;
+  address: string;
   city: string;
   state: string;
   tradeSpecialties: string;

src/domain/work-orders/types/work-order-wizard.ts

@@ -103,13 +103,15 @@ export const EMPTY_WIZARD_DRAFT: WorkOrderWizardDraft = {
   isAddOnOverride: false,
 };
 
-/** Blank numbers receive an SH provisional number from the backend; nonblank values are alphanumeric. */
+export const WIZARD_WO_NUMBER_MAX_LENGTH = 20;
+
+/** Blank is valid (backend generates an SH provisional number). Otherwise alphanumeric, max 20. */
 export function isWizardWoNumberValid(woNumber: string): boolean {
   const trimmed = woNumber.trim();
   if (!trimmed) {
     return true;
   }
-  return trimmed.length <= 20 && /^[a-z0-9]+$/i.test(trimmed);
+  return trimmed.length <= WIZARD_WO_NUMBER_MAX_LENGTH && /^[a-z0-9]+$/i.test(trimmed);
 }
 
 /** Type is optional at creation; empty draft type defaults to PM. */
@@ -194,11 +196,31 @@ export function canContinueWizardStep1(draft: WorkOrderWizardDraft): boolean {
   return true;
 }
 
+export function wizardStep1ContinueHint(draft: WorkOrderWizardDraft): string | null {
+  if (canContinueWizardStep1(draft)) {
+    return null;
+  }
+  if (!isWizardWoNumberValid(draft.woNumber)) {
+    return "WO number must be alphanumeric";
+  }
+  return "Select severity to continue";
+}
+
 export function canContinueWizardStep2(draft: WorkOrderWizardDraft): boolean {
   const hasSite = Boolean(draft.locationId && (draft.siteCode.trim() || draft.locationName.trim()));
   return Boolean(hasSite && draft.pocName.trim() && draft.pocPhone.trim());
 }
 
+export function wizardStep2ContinueHint(draft: WorkOrderWizardDraft): string | null {
+  if (canContinueWizardStep2(draft)) {
+    return null;
+  }
+  if (!draft.locationId) {
+    return "Pick a site to continue";
+  }
+  return "Enter POC name and phone to continue";
+}
+
 export function canCreateWorkOrderFromWizard(draft: WorkOrderWizardDraft): boolean {
   return canContinueWizardStep1(draft) && canContinueWizardStep2(draft);
 }

src/test/app/(protected)/vendors/vendor-detail-drawer.test.tsx

@@ -33,6 +33,7 @@ const vendor: VendorListItem = {
   googleMapsUrl: "",
   notes: "",
   totalJobs: 0,
+  address: "",
   city: "",
   state: "",
   tradeSpecialties: "",
@@ -312,6 +313,36 @@ describe("VendorDetailDrawer design parity", () => {
     expect(screen.getAllByText("Gateway Plumbing").length).toBeGreaterThan(0);
   });
 
+  it("shows exactly one Company label above the company value in view mode", () => {
+    useVendorCompanyRoster.mockReturnValue(
+      rosterWith([{ id: 1, contactName: "Adam", phone: "", isActive: true, totalJobs: 5 }]),
+    );
+
+    renderWithProviders(<VendorDetailDrawer open={true} vendor={vendor} onClose={vi.fn()} />, {
+      route: "/vendors",
+      withAuth: false,
+    });
+
+    expect(screen.getAllByText("Company")).toHaveLength(1);
+    expect(screen.getAllByText("Gateway Plumbing").length).toBeGreaterThan(0);
+  });
+
+  it("keeps the Notes section heading when notes exist", () => {
+    const roster = rosterWith([
+      { id: 1, contactName: "Adam", phone: "", isActive: true, totalJobs: 5 },
+    ]);
+    roster.data.notes = "Preferred after-hours vendor";
+    useVendorCompanyRoster.mockReturnValue(roster);
+
+    renderWithProviders(<VendorDetailDrawer open={true} vendor={vendor} onClose={vi.fn()} />, {
+      route: "/vendors",
+      withAuth: false,
+    });
+
+    expect(screen.getByText("Notes")).toBeInTheDocument();
+    expect(screen.getByText("Preferred after-hours vendor")).toBeInTheDocument();
+  });
+
   it("labels the Google Maps field below Address even when no URL is stored", () => {
     useVendorCompanyRoster.mockReturnValue(
       rosterWith([{ id: 1, contactName: "Adam", phone: "", isActive: true, totalJobs: 5 }]),

src/test/app/(protected)/vendors/vendors-list.test.tsx

@@ -40,6 +40,7 @@ const activeVendor: VendorListItem = {
   googleMapsUrl: "",
   notes: "",
   totalJobs: 0,
+  address: "1 Market St",
   city: "St. Louis",
   state: "MO",
   tradeSpecialties: "Backflow Preventers",
@@ -133,6 +134,53 @@ describe("VendorsListPage", () => {
     expect(screen.queryByRole("button", { name: "Deactivate vendor" })).not.toBeInTheDocument();
   });
 
+  it("prefers trimmed city and state over address and technician phone over company phone", () => {
+    setupDefaults();
+    const vendorWithAllFields: VendorListItem = {
+      ...activeVendor,
+      id: 3,
+      address: " 1 Market St ",
+      city: " St. Louis ",
+      state: " MO ",
+      phone: " (314) 555-0198 ",
+    };
+    useVendorsList.mockImplementation((params: { isActive?: boolean; pageSize?: number }) => {
+      if (params.pageSize === 1) return result([], 1);
+      return params.isActive ? result([vendorWithAllFields], 1) : result([], 0);
+    });
+
+    renderWithProviders(<VendorsListPage />, { route: "/vendors", withAuth: false });
+
+    expect(screen.getByText("St. Louis, MO")).toBeInTheDocument();
+    expect(screen.queryByText(/1 Market St/)).not.toBeInTheDocument();
+    const phoneLink = screen.getByRole("link", { name: "(314) 555-0198" });
+    expect(phoneLink).toHaveAttribute("href", "tel:(314) 555-0198");
+    expect(screen.queryByText("(314) 555-0100")).not.toBeInTheDocument();
+  });
+
+  it("falls back to the trimmed address and company phone when technician fields are absent", () => {
+    setupDefaults();
+    const fallbackVendor: VendorListItem = {
+      ...activeVendor,
+      id: 3,
+      address: " 1 Market St ",
+      city: "  ",
+      state: "",
+      phone: "  ",
+    };
+    useVendorsList.mockImplementation((params: { isActive?: boolean; pageSize?: number }) => {
+      if (params.pageSize === 1) return result([], 1);
+      return params.isActive ? result([fallbackVendor], 1) : result([], 0);
+    });
+
+    renderWithProviders(<VendorsListPage />, { route: "/vendors", withAuth: false });
+
+    expect(screen.getByText("1 Market St")).toBeInTheDocument();
+    const companyPhoneLink = screen.getByRole("link", { name: "(314) 555-0100" });
+    expect(companyPhoneLink).toHaveAttribute("href", "tel:(314) 555-0100");
+    expect(screen.queryByText(/555-0198/)).not.toBeInTheDocument();
+  });
+
   it("reports the filtered totalCount in the footer when page rows are fewer than total", () => {
     setupDefaults();
     const pageVendors = Array.from({ length: 3 }, (_, index) => ({

src/test/app/(protected)/workorders/build-inline-draft-create-input.test.ts

@@ -30,6 +30,8 @@ describe("buildInlineDraftCreateInput", () => {
     expect(payload.scheduleWeekOnly).toBeUndefined();
     expect(payload.woNumber).toBe("25001");
     expect(payload.pocName).toBe("Jane");
+    expect(payload.locationId).toBe(9);
+    expect(payload).not.toHaveProperty("customer");
   });
 
   it("keeps week-only schedule when targetWeek is set", () => {

src/test/app/(protected)/workorders/wizard-sidebar-summary-rows.test.ts

@@ -0,0 +1,11 @@
+import { describe, expect, it } from "vitest";
+import { buildWizardSidebarSummaryRows } from "@/app/(protected)/workorders/_components/wizard/wizard-sidebar-summary-rows";
+import { EMPTY_WIZARD_DRAFT } from "@/domain/work-orders/types/work-order-wizard";
+
+describe("buildWizardSidebarSummaryRows", () => {
+  it("omits Account from the live summary", () => {
+    const labels = buildWizardSidebarSummaryRows(EMPTY_WIZARD_DRAFT).map(([label]) => label);
+    expect(labels).not.toContain("Account");
+    expect(labels).toContain("Site");
+  });
+});

src/test/app/(protected)/workorders/wizard-step-location-service.test.tsx

@@ -0,0 +1,28 @@
+import { render, screen } from "@testing-library/react";
+import { describe, expect, it, vi } from "vitest";
+import { WizardStepLocationService } from "@/app/(protected)/workorders/_components/wizard/wizard-step-location-service";
+import { EMPTY_WIZARD_DRAFT } from "@/domain/work-orders/types/work-order-wizard";
+
+describe("WizardStepLocationService", () => {
+  it("requires Site, keeps Service optional, and does not render Account", () => {
+    render(
+      <WizardStepLocationService
+        draft={EMPTY_WIZARD_DRAFT}
+        locations={[]}
+        locationDetail={undefined}
+        services={[]}
+        svcOpen={false}
+        onSvcOpenChange={vi.fn()}
+        svcSearch=""
+        onSvcSearchChange={vi.fn()}
+        onUpdate={vi.fn()}
+        onPatch={vi.fn()}
+      />,
+    );
+
+    expect(screen.getByText("Site")).toBeInTheDocument();
+    expect(screen.getByText("Service")).toBeInTheDocument();
+    expect(screen.queryByText("Account")).not.toBeInTheDocument();
+    expect(screen.queryByText(/Both are optional/i)).not.toBeInTheDocument();
+  });
+});

src/test/app/(protected)/workorders/work-order-slide-over-failed-save.test.tsx

@@ -3,9 +3,13 @@ import { beforeEach, describe, expect, it, vi } from "vitest";
 import { WorkOrderSlideOver } from "@/app/(protected)/workorders/_components/detail/work-order-slide-over";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
 
-vi.mock("@/providers/auth-context", () => ({
-  useAuthContext: () => ({ user: { id: "u1" } }),
-}));
+vi.mock("@/providers/auth-context", async (importOriginal) => {
+  const actual = await importOriginal<typeof import("@/providers/auth-context")>();
+  return {
+    ...actual,
+    useAuthContext: () => ({ user: { id: "u1" } }),
+  };
+});
 
 vi.mock("@/domain/work-orders/use-cases/use-work-order-detail", () => ({
   useWorkOrderBoardDetail: () => ({

src/test/app/(protected)/workorders/work-orders-advanced-search-wiring.test.tsx

@@ -22,9 +22,13 @@ vi.mock("react-router", async () => {
   };
 });
 
-vi.mock("@/providers/auth-context", () => ({
-  useAuthContext: () => ({ user: { id: "u1" } }),
-}));
+vi.mock("@/providers/auth-context", async (importOriginal) => {
+  const actual = await importOriginal<typeof import("@/providers/auth-context")>();
+  return {
+    ...actual,
+    useAuthContext: () => ({ user: { id: "u1" } }),
+  };
+});
 
 vi.mock("@/app/(protected)/workorders/_hooks/use-work-orders-list-filters", () => ({
   useWorkOrdersListFilters: () => ({

src/test/app/(protected)/workorders/work-orders-board-core-affordances.test.tsx

@@ -16,9 +16,13 @@ vi.mock("react-router", async () => {
   };
 });
 
-vi.mock("@/providers/auth-context", () => ({
-  useAuthContext: () => ({ user: { id: "u1" } }),
-}));
+vi.mock("@/providers/auth-context", async (importOriginal) => {
+  const actual = await importOriginal<typeof import("@/providers/auth-context")>();
+  return {
+    ...actual,
+    useAuthContext: () => ({ user: { id: "u1" } }),
+  };
+});
 
 vi.mock("@/app/(protected)/workorders/_hooks/use-work-orders-list-filters", () => ({
   useWorkOrdersListFilters: () => ({
@@ -226,9 +230,7 @@ describe("WorkOrdersListPage board-core public interface", () => {
     expect(
       screen.getByPlaceholderText(/leave blank for sh provisional number/i),
     ).toBeInTheDocument();
-    expect(screen.getByRole("button", { name: /continue/i })).toBeEnabled();
     fireEvent.click(screen.getByRole("button", { name: /continue/i }));
-    expect(screen.queryByText(/wo number is required/i)).not.toBeInTheDocument();
     expect(screen.getByRole("heading", { name: /location & service/i })).toBeInTheDocument();
 
     fireEvent.click(screen.getByRole("button", { name: /^back$/i }));

src/test/app/(protected)/workorders/work-orders-dispatcher-layout.test.tsx

@@ -12,9 +12,13 @@ vi.mock("react-router", async () => {
   };
 });
 
-vi.mock("@/providers/auth-context", () => ({
-  useAuthContext: () => ({ user: { id: "u1" } }),
-}));
+vi.mock("@/providers/auth-context", async (importOriginal) => {
+  const actual = await importOriginal<typeof import("@/providers/auth-context")>();
+  return {
+    ...actual,
+    useAuthContext: () => ({ user: { id: "u1" } }),
+  };
+});
 
 vi.mock("@/app/(protected)/workorders/_hooks/use-work-orders-list-filters", () => ({
   useWorkOrdersListFilters: () => ({

src/test/domain/vendors/api/vendors-api.test.ts

@@ -28,6 +28,7 @@ describe("vendorsApi.getList", () => {
           CompanyId: "co-1",
           CompanyName: "Gateway Plumbing",
           ContactName: "Adam Whyte",
+          Address: "1 Market St",
           City: "St. Louis",
           State: "MO",
           IsActive: false,
@@ -45,6 +46,7 @@ describe("vendorsApi.getList", () => {
       searchParams: { search: "gateway", isActive: "false", page: 1, pageSize: 12 },
     });
     expect(result.items[0]).toMatchObject({
+      address: "1 Market St",
       city: "St. Louis",
       state: "MO",
       isActive: false,

src/test/domain/work-orders/api/work-orders-api.test.ts

@@ -114,6 +114,7 @@ describe("workOrdersApi.createFromBoard", () => {
       type: "PM",
       siteCode: "BK5",
       woNumber: "12345",
+      locationId: "9",
     });
 
     expect(apiPost).toHaveBeenCalledWith(API_PATHS.workOrder.boardCreate, {
@@ -122,6 +123,7 @@ describe("workOrdersApi.createFromBoard", () => {
       lifecycleStatus: 1,
       woNumber: "12345",
       isAddOn: false,
+      locationId: 9,
     });
   });
 });

src/test/domain/work-orders/mappers/wizard-draft-mapper.test.ts

@@ -7,6 +7,8 @@ import {
   canCreateWorkOrderFromWizard,
   isWizardStepValid,
   isWizardWoNumberValid,
+  wizardStep1ContinueHint,
+  wizardStep2ContinueHint,
 } from "@/domain/work-orders/types/work-order-wizard";
 
 describe("mapWizardDraftToFormValues", () => {
@@ -65,18 +67,18 @@ describe("mapWizardDraftToFormValues", () => {
 });
 
 describe("wizard step validation", () => {
-  it("allows step 1 continue without a woNumber for backend SH generation", () => {
+  it("allows step 1 with a blank woNumber for backend SH generation", () => {
     expect(canContinueWizardStep1(EMPTY_WIZARD_DRAFT)).toBe(true);
     expect(isWizardStepValid(1, EMPTY_WIZARD_DRAFT)).toBe(true);
   });
 
-  it("allows step 1 without type when woNumber is set (type defaults to PM)", () => {
+  it("allows step 1 without type when woNumber is set", () => {
     const draft = { ...EMPTY_WIZARD_DRAFT, woNumber: "12345" };
     expect(canContinueWizardStep1(draft)).toBe(true);
     expect(isWizardStepValid(1, draft)).toBe(true);
   });
 
-  it("allows step 1 when woNumber is missing even with type", () => {
+  it("allows step 1 without woNumber when type is set", () => {
     const draft = { ...EMPTY_WIZARD_DRAFT, type: "PM" as const };
     expect(canContinueWizardStep1(draft)).toBe(true);
     expect(isWizardStepValid(1, draft)).toBe(true);
@@ -123,6 +125,35 @@ describe("wizard step validation", () => {
     expect(isWizardStepValid(2, draft)).toBe(false);
   });
 
+  it("allows step 2 without an account when site and POC are set", () => {
+    const draft = {
+      ...EMPTY_WIZARD_DRAFT,
+      type: "PM" as const,
+      woNumber: "12345",
+      locationId: "99",
+      siteCode: "BK5",
+      pocName: "Jordan",
+      pocPhone: "555-0100",
+    };
+    expect(canContinueWizardStep2(draft)).toBe(true);
+    expect(isWizardStepValid(2, draft)).toBe(true);
+    expect(wizardStep2ContinueHint(draft)).toBeNull();
+  });
+
+  it("hints pick a site when step 2 has no location", () => {
+    expect(wizardStep2ContinueHint(EMPTY_WIZARD_DRAFT)).toBe("Pick a site to continue");
+  });
+
+  it("hints POC when step 2 has site but no phone", () => {
+    const draft = {
+      ...EMPTY_WIZARD_DRAFT,
+      locationId: "99",
+      siteCode: "BK5",
+      pocName: "Jordan",
+    };
+    expect(wizardStep2ContinueHint(draft)).toBe("Enter POC name and phone to continue");
+  });
+
   it("allows step 2 when site and POC are set", () => {
     const draft = {
       ...EMPTY_WIZARD_DRAFT,
@@ -135,6 +166,7 @@ describe("wizard step validation", () => {
     };
     expect(canContinueWizardStep2(draft)).toBe(true);
     expect(isWizardStepValid(2, draft)).toBe(true);
+    expect(wizardStep2ContinueHint(draft)).toBeNull();
   });
 
   it("blocks create without siteCode", () => {
@@ -152,7 +184,7 @@ describe("wizard step validation", () => {
     const draft = {
       ...EMPTY_WIZARD_DRAFT,
       type: "PM" as const,
-      woNumber: "12345678901234567890",
+      woNumber: "12345678901",
       locationId: "99",
       siteCode: "BK5",
       pocName: "Jordan",
@@ -163,18 +195,10 @@ describe("wizard step validation", () => {
   });
 
   it("allows provisional SH-prefixed woNumber", () => {
-    const draft = {
-      ...EMPTY_WIZARD_DRAFT,
-      woNumber: "SH12345",
-    };
-    expect(canContinueWizardStep1(draft)).toBe(true);
-  });
-
-  it("accepts blank woNumber for backend SH generation", () => {
     const draft = {
       ...EMPTY_WIZARD_DRAFT,
       type: "PM" as const,
-      woNumber: "",
+      woNumber: "SH12345",
     };
     expect(isWizardWoNumberValid(draft.woNumber)).toBe(true);
     expect(canContinueWizardStep1(draft)).toBe(true);
@@ -192,10 +216,22 @@ describe("wizard step validation", () => {
 
   it("rejects non-alphanumeric woNumber", () => {
     expect(isWizardWoNumberValid("!!!")).toBe(false);
-    expect(canContinueWizardStep1({ ...EMPTY_WIZARD_DRAFT, woNumber: "!!!" })).toBe(false);
+    expect(canContinueWizardStep1({ ...EMPTY_WIZARD_DRAFT, type: "PM", woNumber: "!!!" })).toBe(
+      false,
+    );
   });
 
   it("accepts alphanumeric woNumber", () => {
     expect(isWizardWoNumberValid("ABC123")).toBe(true);
   });
+
+  it("hints alphanumeric WO number or severity when step 1 is incomplete", () => {
+    expect(wizardStep1ContinueHint(EMPTY_WIZARD_DRAFT)).toBeNull();
+    expect(wizardStep1ContinueHint({ ...EMPTY_WIZARD_DRAFT, type: "PM", woNumber: "!!!" })).toBe(
+      "WO number must be alphanumeric",
+    );
+    expect(wizardStep1ContinueHint({ ...EMPTY_WIZARD_DRAFT, type: "Emergency" })).toBe(
+      "Select severity to continue",
+    );
+  });
 });

src/test/domain/work-orders/mappers/work-order-board-mapper.test.ts

@@ -60,6 +60,29 @@ describe("mapWizardDraftToBoardCreatePayload", () => {
     });
   });
 
+  it("sends locationId and never customer on create", () => {
+    const payload = mapWizardDraftToBoardCreatePayload({
+      ...EMPTY_WIZARD_DRAFT,
+      type: "PM",
+      siteCode: "BK5",
+      locationId: "12",
+    });
+
+    expect(payload.locationId).toBe(12);
+    expect(payload).not.toHaveProperty("customer");
+  });
+
+  it("allows create mapping without a service", () => {
+    const payload = mapWizardDraftToBoardCreatePayload({
+      ...EMPTY_WIZARD_DRAFT,
+      type: "PM",
+      siteCode: "BK5",
+      locationId: "12",
+    });
+
+    expect(payload.primaryService).toBeUndefined();
+  });
+
   it("sets isAddOn from cutoff preview when scheduled (create hint; not frozen)", () => {
     const payload = mapWizardDraftToBoardCreatePayload({
       ...EMPTY_WIZARD_DRAFT,