Merge remote-tracking branch 'origin/dev' into feat/ab/sh-326-team-member

# Conflicts:
#	e2e/__screenshots__/vendors/vendors.visual.spec.ts/vendor-error.png

e2e/work-orders/wo-number-sh-placeholder.spec.ts

@@ -0,0 +1,121 @@
+import { expect, test, type Page, type Route } from "@playwright/test";
+
+const FROZEN_NOW = "2026-08-19T15:00:00.000Z";
+
+const TEST_USER = {
+  token: "wo-number-sh-placeholder-e2e-token",
+  expiration: "2030-01-01T00:00:00.000Z",
+  email: "admin@seahavenind.com",
+  userRoles: "Admin",
+  phoneNumber: "5551234567",
+  fullname: "Work Order E2E Admin",
+  id: "1",
+};
+
+async function fulfillJson(route: Route, body: unknown, status = 200) {
+  await route.fulfill({ status, contentType: "application/json", body: JSON.stringify(body) });
+}
+
+async function hideQueryDevtools(page: Page) {
+  await page.addStyleTag({
+    content:
+      ".tsqd-parent-container { display: none !important; pointer-events: none !important; }",
+  });
+  await page.locator(".tsqd-parent-container").evaluateAll((nodes) => {
+    for (const node of nodes) {
+      node.remove();
+    }
+  });
+}
+
+const REAL_ROW = {
+  id: 1000,
+  woNumber: "12345678901",
+  workOrderType: 2,
+  siteCode: "DAL1",
+  lifecycleStatusLabel: "Scheduled",
+  scheduledDate: "2026-08-19",
+  dispatcherId: "1",
+  dispatcherName: "Pat Dispatcher",
+  pm: "HVAC",
+};
+
+async function mockBoard(page: Page, patches: unknown[]) {
+  await page.route(
+    (url) => url.pathname.startsWith("/api/"),
+    async (route) => {
+      const request = route.request();
+      const url = request.url();
+      if (request.method() !== "GET") {
+        patches.push({ url, body: request.postDataJSON() });
+        await fulfillJson(route, {}, 500);
+        return;
+      }
+      if (url.includes("workorders/board/search")) {
+        await fulfillJson(route, { items: [REAL_ROW], totalCount: 1, page: 0, pageSize: 50 });
+        return;
+      }
+      if (url.includes("workorders/board")) {
+        await fulfillJson(route, {
+          weekStart: "2026-08-17",
+          weekEnd: "2026-08-21",
+          counts: { returned: 1, total: 1 },
+          unscheduled: [],
+          scheduled: [REAL_ROW],
+        });
+        return;
+      }
+      await fulfillJson(route, { data: [], items: [] });
+    },
+  );
+}
+
+test.describe("inline WO number SH placeholder", () => {
+  test.setTimeout(60_000);
+
+  test.beforeEach(async ({ page }) => {
+    await page.clock.install({ time: new Date(FROZEN_NOW) });
+    await page.clock.resume();
+    await page.addInitScript((user) => {
+      localStorage.setItem("auth", JSON.stringify(user));
+    }, TEST_USER);
+  });
+
+  test("keeps a typed SH number on a new inline row and blocks downgrading a saved real number", async ({
+    page,
+  }) => {
+    const mutations: unknown[] = [];
+    await mockBoard(page, mutations);
+    await page.goto("/workorders");
+    await hideQueryDevtools(page);
+    await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible({
+      timeout: 20_000,
+    });
+    await expect(page.getByText("12345678901").first()).toBeVisible();
+
+    await page
+      .getByRole("button", { name: /Add WO/ })
+      .first()
+      .click();
+    await page
+      .getByText(/^Insert WO #/)
+      .first()
+      .click();
+    const draftInput = page.getByLabel("Work order number");
+    await draftInput.fill("SH00001");
+    await draftInput.press("Enter");
+    await expect(draftInput).toHaveCount(0);
+    await expect(page.getByText("SH00001", { exact: true })).toBeVisible();
+    await expect(page.getByText(/must be 11 digits/)).toHaveCount(0);
+
+    await page.getByText("12345678901", { exact: true }).first().click();
+    const savedInput = page.getByLabel("Work order number");
+    await savedInput.fill("SH00009");
+    await savedInput.press("Enter");
+    await expect(
+      page.getByText("Cannot replace an APM work order number with an internal number"),
+    ).toBeVisible();
+    await expect(page.getByText("12345678901", { exact: true }).first()).toBeVisible();
+    expect(mutations).toEqual([]);
+  });
+});

src/api/api-paths.ts

@@ -160,6 +160,9 @@ export const API_PATHS = {
     update: "DropdownOptions/Update",
     delete: "DropdownOptions",
   },
+  services: {
+    list: "services",
+  },
   user: {
     list: "User",
   },

src/app/(protected)/workorders/_components/list/table/build-inline-draft-create-input.ts

@@ -28,6 +28,7 @@ export function buildInlineDraftCreateInput(
     scheduledOn: draft.scheduledOn,
     dueDate: draft.dueDate,
     pm: draft.pm,
+    serviceId: null,
     extraServices: draft.extraServices ?? [],
     avetaRequired: Boolean(draft.avetaRequired),
     pmNote: draft.serviceNotes ?? "",

src/app/(protected)/workorders/_components/list/table/cells/editable-wo-number-cell.tsx

@@ -3,6 +3,12 @@ import { toast } from "react-toastify";
 import { workOrdersApi } from "@/domain/work-orders/api/work-orders-api";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
 import { findDuplicateWoNumberRow } from "@/domain/work-orders/utils/find-duplicate-wo-number-row";
+import {
+  WO_NUMBER_DOWNGRADE_MESSAGE,
+  WO_NUMBER_FORMAT_MESSAGE,
+  isValidBoardWoNumber,
+  isWoNumberDowngrade,
+} from "@/domain/work-orders/utils/wo-number-input";
 import { EditableWONumberInput } from "./editable-wo-number-input";
 import { HighlightText } from "./highlight-text";
 import { AddOnPill, CarriedOverCounterPill, RescheduleCounterPill } from "./wo-counter-pills";
@@ -26,6 +32,9 @@ type EditableWONumberCellProps = {
   requiredPlaceholder?: string;
 };
 
+/** Inline-create rows pass this id; their number is draft state, never a saved WO number. */
+const UNSAVED_DRAFT_ID = "draft";
+
 async function resolveDuplicateWoNumber(
   draft: string,
   allOrders: WorkOrderTableRow[],
@@ -88,8 +97,14 @@ export function EditableWONumberCell({
       setEditing(false);
       return;
     }
-    if (draft.length !== 11) {
-      toast("Work order number must be exactly 11 digits");
+    if (!isValidBoardWoNumber(draft)) {
+      toast(WO_NUMBER_FORMAT_MESSAGE);
+      return;
+    }
+    if (String(currentId) !== UNSAVED_DRAFT_ID && isWoNumberDowngrade(value, draft)) {
+      toast.error(WO_NUMBER_DOWNGRADE_MESSAGE);
+      setDraft(value);
+      setEditing(false);
       return;
     }
     setIsChecking(true);
@@ -122,14 +137,14 @@ export function EditableWONumberCell({
 
   const handleBlur = () => {
     if (isChecking) return;
-    if (draft !== value && draft.length === 11) {
+    if (draft !== value && isValidBoardWoNumber(draft)) {
       commit();
       return;
     }
     setEditing(false);
   };
 
-  const invalid = editing && draft.length > 0 && draft.length !== 11;
+  const invalid = editing && draft.length > 0 && !isValidBoardWoNumber(draft);
 
   if (locked) {
     return (

src/app/(protected)/workorders/_components/list/table/cells/editable-wo-number-input.tsx

@@ -1,3 +1,5 @@
+import { sanitizeBoardWoNumberInput } from "@/domain/work-orders/utils/wo-number-input";
+
 type EditableWONumberInputProps = {
   draft: string;
   invalid: boolean;
@@ -21,9 +23,8 @@ export function EditableWONumberInput({
     <input
       autoFocus
       disabled={isChecking}
-      inputMode="numeric"
       value={draft}
-      onChange={(event) => onChange(event.target.value.replace(/\D/g, "").slice(0, 11))}
+      onChange={(event) => onChange(sanitizeBoardWoNumberInput(event.target.value))}
       onFocus={(event) => event.target.select()}
       onClick={(event) => event.stopPropagation()}
       onKeyDown={(event) => {
@@ -36,7 +37,7 @@ export function EditableWONumberInput({
         }
       }}
       onBlur={onBlur ?? onCommit}
-      placeholder="12345678901"
+      placeholder="e.g. 12345678901 or SH00001"
       aria-label="Work order number"
       aria-invalid={invalid}
       className="font-mono focus:outline-none"

src/app/(protected)/workorders/_components/list/table/cells/pm-type-picker-popover.tsx

@@ -39,7 +39,7 @@ export function PmTypePickerPopover({
           autoFocus
           value={search}
           onChange={(e) => onSearchChange(e.target.value)}
-          placeholder="Search PM type…"
+          placeholder="Search service…"
           className="w-full rounded border border-border bg-[var(--color-bg-surface)] px-2 py-1 text-xs text-[var(--color-text-primary)] focus:outline-none"
         />
       </div>

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

@@ -11,9 +11,10 @@ export const WO_TABLE_COLS = [
   { key: "vendor", label: "VENDOR", w: 184 },
   { key: "appt", label: "APPT TIME", w: 128 },
   { key: "status", label: "STATUS", w: 148 },
+  // Completed Date gates the Completion Document, so it sits between Status and Comp Doc.
+  { key: "completed", label: "COMPLETED DATE", w: 130 },
   { key: "doc", label: "COMP DOC", w: 84 },
   { key: "uplift", label: "UPLIFT", w: 108 },
-  { key: "completed", label: "COMPLETED DATE", w: 130 },
   { key: "actions", label: "", w: 100 },
 ] as const;
 

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

@@ -105,6 +105,17 @@ export function WoTableRowServiceCells({
           onRequestComplete={() => handlers.onRequestComplete?.(row)}
         />
       </td>
+      <td
+        className="group/cell"
+        style={{ padding: "0 14px", ...mutationCellStyle }}
+        onClick={(e) => e.stopPropagation()}
+      >
+        <DateCell
+          value={row.completedDate}
+          q={search}
+          onSave={(date) => onPatchRow({ completedDate: date })}
+        />
+      </td>
       <td style={{ padding: "0 14px" }} onClick={(e) => e.stopPropagation()}>
         <CompDocCell
           status={row.docStatus}
@@ -126,17 +137,6 @@ export function WoTableRowServiceCells({
           }
         />
       </td>
-      <td
-        className="group/cell"
-        style={{ padding: "0 14px", ...mutationCellStyle }}
-        onClick={(e) => e.stopPropagation()}
-      >
-        <DateCell
-          value={row.completedDate}
-          q={search}
-          onSave={(date) => onPatchRow({ completedDate: date })}
-        />
-      </td>
     </>
   );
 }

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

@@ -82,7 +82,10 @@ export function NewWoWizard({
                 locationDetail={wizard.locationDetail}
                 locationDetailLoading={wizard.locationDetailLoading}
                 locationDetailError={wizard.locationDetailError}
-                services={wizard.problems.map((p) => ({ id: p.id, value: p.value }))}
+                services={wizard.services.map((service) => ({
+                  id: service.id,
+                  value: service.name,
+                }))}
                 showErrors={wizard.showErrors}
                 svcOpen={wizard.svcOpen}
                 onSvcOpenChange={wizard.setSvcOpen}

src/app/(protected)/workorders/_components/wizard/use-new-wo-wizard-controller.ts

@@ -2,8 +2,6 @@ import { useEffect } from "react";
 
 import { guardDialogClose } from "@/lib/dialog-guard";
 
-import { useDropdownOptionsByCategory } from "@/domain/settings/dropdown-options/use-cases/use-dropdown-options-by-category";
-
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
 import type { WorkOrderWizardDraft } from "@/domain/work-orders/types/work-order-wizard";
 
@@ -16,6 +14,7 @@ import { useCreateWorkOrderFromWizard } from "@/domain/work-orders/use-cases/use
 import { useNewWoWizardDraft } from "@/app/(protected)/workorders/_components/wizard/use-new-wo-wizard-draft";
 import { useWizardDuplicateActions } from "@/app/(protected)/workorders/_components/wizard/use-wizard-duplicate-actions";
 import { useWizardPocAutofill } from "@/app/(protected)/workorders/_components/wizard/use-wizard-poc-autofill";
+import { useServicesForWorkOrderType } from "@/domain/services/use-cases/use-services-for-work-order-type";
 
 type UseNewWoWizardControllerArgs = {
   open: boolean;
@@ -32,7 +31,7 @@ export function useNewWoWizardController({
   const draftState = useNewWoWizardDraft(open);
 
   const { data: locations = [] } = useLocationSites();
-  const { data: problems = [] } = useDropdownOptionsByCategory("Problem");
+  const { data: registryServices = [] } = useServicesForWorkOrderType(draftState.draft.type);
   const {
     data: locationDetail,
     isLoading: locationDetailLoading,
@@ -78,7 +77,7 @@ export function useNewWoWizardController({
     ...draftState,
     patchDraft,
     locations,
-    problems,
+    services: registryServices,
     locationDetail,
     locationDetailLoading,
     locationDetailError,

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

@@ -32,8 +32,10 @@ export function WizardStepLocationServiceSelect({
     nextPm !== draft.pm ? { vendorId: "", vendorName: "", techPhone: "" } : {};
 
   const selectSvc = (p: string) => {
+    const selected = services.find((service) => service.value === p);
     onPatch({
       pm: p,
+      serviceId: selected?.id ?? null,
       extraServices: [],
       ...clearVendorIfPrimaryChanged(p),
     });
@@ -48,7 +50,7 @@ export function WizardStepLocationServiceSelect({
         icon={
           <Droplets size={16} className="shrink-0" style={{ color: "var(--muted-foreground)" }} />
         }
-        searchPlaceholder="Search PM type…"
+        searchPlaceholder="Search services…"
         options={services.map((s) => {
           const Icon = getPmTypeIcon(s.value);
           return {

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

@@ -270,9 +270,23 @@ export function WizardStepTypeSchedule({
         <WoTypePicker
           selected={draft.type}
           onSelect={(t) => {
+            const typeChanged = t !== draft.type;
             onPatch({
               type: t,
               severity: nextSeverityForType(draft.type, t, draft.severity),
+              // A registry service is scoped to its work-order type, so a service picked
+              // under the previous type fails backend ResolveServiceAsync (SH-187/#131).
+              // Clear the service (and its vendor, filtered by the service) on a type change.
+              ...(typeChanged
+                ? {
+                    pm: "",
+                    serviceId: null,
+                    extraServices: [],
+                    vendorId: "",
+                    vendorName: "",
+                    techPhone: "",
+                  }
+                : {}),
             });
           }}
         />

src/domain/services/api/services-api.ts

@@ -0,0 +1,30 @@
+import { apiGet } from "@/api/api";
+import { API_PATHS } from "@/api/api-paths";
+import { handleApiResponse } from "@/api/handle-api-response";
+import { mapServices } from "@/domain/services/mappers/service-mapper";
+import type { Service } from "@/domain/services/types/service";
+import { WORK_ORDER_TYPE_API } from "@/domain/work-orders/types/work-order-board";
+import type { WOType } from "@/domain/work-orders/types/work-order-wizard";
+
+const TYPE_TO_API: Record<Exclude<WOType, "Overdue">, number> = {
+  PM: WORK_ORDER_TYPE_API.PM,
+  Reactive: WORK_ORDER_TYPE_API.Reactive,
+  Emergency: WORK_ORDER_TYPE_API.Emergency,
+};
+
+export const servicesApi = {
+  getActive: async (): Promise<Service[]> => {
+    const data = await apiGet<unknown>(API_PATHS.services.list, {
+      searchParams: { isActive: true },
+    });
+    return mapServices(handleApiResponse(data));
+  },
+
+  getActiveForWorkOrderType: async (workOrderType: WOType): Promise<Service[]> => {
+    if (workOrderType === "Overdue") return [];
+    const data = await apiGet<unknown>(API_PATHS.services.list, {
+      searchParams: { isActive: true, workOrderType: TYPE_TO_API[workOrderType] },
+    });
+    return mapServices(handleApiResponse(data));
+  },
+};

src/domain/services/mappers/service-mapper.ts

@@ -0,0 +1,71 @@
+import type { Service } from "@/domain/services/types/service";
+import type { WOType } from "@/domain/work-orders/types/work-order-wizard";
+
+function asRecord(raw: unknown): Record<string, unknown> {
+  return typeof raw === "object" && raw !== null ? (raw as Record<string, unknown>) : {};
+}
+
+function readId(item: Record<string, unknown>): string | number {
+  const value = item.id ?? item.Id;
+  return typeof value === "string" || typeof value === "number" ? value : "";
+}
+
+function readString(item: Record<string, unknown>, ...keys: string[]): string {
+  for (const key of keys) {
+    const value = item[key];
+    if (typeof value === "string") return value.trim();
+  }
+  return "";
+}
+
+function readBool(item: Record<string, unknown>, ...keys: string[]): boolean {
+  for (const key of keys) {
+    const value = item[key];
+    if (typeof value === "boolean") return value;
+  }
+  return false;
+}
+
+function mapWorkOrderType(value: unknown): WOType | null {
+  if (typeof value === "number") {
+    return value === 2 ? "PM" : value === 3 ? "Emergency" : value === 6 ? "Reactive" : null;
+  }
+  if (typeof value === "string") {
+    const normalized = value.trim().toLowerCase();
+    return normalized === "pm" || normalized === "preventivemaintenance"
+      ? "PM"
+      : normalized === "emergency"
+        ? "Emergency"
+        : normalized === "reactive"
+          ? "Reactive"
+          : null;
+  }
+  return null;
+}
+
+export function mapService(raw: unknown): Service {
+  const item = asRecord(raw);
+  const types = item.supportedWorkOrderTypes ?? item.SupportedWorkOrderTypes;
+  return {
+    id: readId(item),
+    name: readString(item, "name", "Name"),
+    trade: readString(item, "trade", "Trade"),
+    iconKey: readString(item, "iconKey", "IconKey"),
+    requiresCompletionDocument: readBool(
+      item,
+      "requiresCompletionDocument",
+      "RequiresCompletionDocument",
+    ),
+    isActive: readBool(item, "isActive", "IsActive"),
+    supportedWorkOrderTypes: Array.isArray(types)
+      ? types.flatMap((value) => {
+          const mapped = mapWorkOrderType(value);
+          return mapped ? [mapped] : [];
+        })
+      : [],
+  };
+}
+
+export function mapServices(raw: unknown): Service[] {
+  return Array.isArray(raw) ? raw.map(mapService).filter((service) => service.id !== "") : [];
+}

src/domain/services/types/service.ts

@@ -0,0 +1,11 @@
+import type { WOType } from "@/domain/work-orders/types/work-order-wizard";
+
+export interface Service {
+  id: string | number;
+  name: string;
+  trade: string;
+  iconKey: string;
+  requiresCompletionDocument: boolean;
+  isActive: boolean;
+  supportedWorkOrderTypes: WOType[];
+}

src/domain/services/use-cases/use-services-for-work-order-type.ts

@@ -0,0 +1,25 @@
+import { useQuery, type UseQueryResult } from "@tanstack/react-query";
+import { servicesApi } from "@/domain/services/api/services-api";
+import type { Service } from "@/domain/services/types/service";
+import type { WOType } from "@/domain/work-orders/types/work-order-wizard";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+export function useServicesForWorkOrderType(
+  workOrderType: WOType | "",
+): UseQueryResult<Service[], Error> {
+  const effectiveType = workOrderType || "PM";
+  return useQuery({
+    queryKey: queryKeys.services.byWorkOrderType(effectiveType),
+    queryFn: () => servicesApi.getActiveForWorkOrderType(effectiveType),
+    enabled: effectiveType !== "Overdue",
+    staleTime: 60 * 1000,
+  });
+}
+
+export function useActiveServices(): UseQueryResult<Service[], Error> {
+  return useQuery({
+    queryKey: queryKeys.services.active(),
+    queryFn: () => servicesApi.getActive(),
+    staleTime: 60 * 1000,
+  });
+}

src/domain/work-orders/mappers/assign-wizard-service-poc-fields.ts

@@ -19,6 +19,10 @@ export function assignWizardServicePocFields(
     payload.primaryService = primaryService;
   }
 
+  if (draft.serviceId != null) {
+    payload.serviceId = draft.serviceId;
+  }
+
   const serviceNotes = trimOrUndefined(draft.pmNote);
 
   if (serviceNotes) {

src/domain/work-orders/mappers/work-order-table-row-mapper.ts

@@ -400,6 +400,7 @@ export function mapWorkOrderTableRow(raw: unknown): WorkOrderTableRow {
     locationId:
       typeof locationIdRaw === "string" || typeof locationIdRaw === "number" ? locationIdRaw : "",
     pm: readString(item, "pm", "PM", "problem", "Problem", "service", "Service", "trade", "Trade"),
+    serviceId: readNumber(item, "serviceId", "ServiceId"),
     serviceNotes: readString(item, "serviceNotes", "ServiceNotes", "pmNote", "PmNote"),
     extraServices: readStringArray(item, "extraServices", "ExtraServices"),
     vendorId: vendorIdNum != null ? String(vendorIdNum) : "",

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

@@ -105,6 +105,8 @@ export interface WorkOrderBoardCreatePayload {
   trade?: string;
   /** Primary service label; persisted as board `pm`. */
   primaryService?: string;
+  /** Registry service identity; the backend validates active/type-compatible selections. */
+  serviceId?: string | number;
   /** Services beyond primary; order preserved. */
   extraServices?: string[];
   /** Issue detail from Service & Notes (`pmNote` in draft). */
@@ -171,6 +173,7 @@ export interface WorkOrderBoardRowApi {
   originalDate?: string | null;
   originalWeek?: string | null;
   workOrderType?: number | null;
+  serviceId?: number | null;
   isPastDue?: boolean;
   siteCode?: string | null;
   locationName?: string | null;

src/domain/work-orders/types/work-order-table-row.ts

@@ -60,6 +60,7 @@ export interface WorkOrderTableRow {
   location: string;
   locationId: string | number;
   pm: string;
+  serviceId?: string | number | null;
   /** Issue detail from Service & Notes. */
   serviceNotes: string;
   /** Additional services beyond primary `pm`. */

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

@@ -37,6 +37,8 @@ export interface WorkOrderWizardDraft {
   scheduledOn: string;
   dueDate: string;
   pm: string;
+  /** Registry service selected for this work order; null keeps the optional field empty. */
+  serviceId: string | number | null;
   /** Extra services beyond primary `pm` (Service & Notes). */
   extraServices: string[];
   /** Free-text note attached to the service (Service & Notes). */
@@ -82,6 +84,7 @@ export const EMPTY_WIZARD_DRAFT: WorkOrderWizardDraft = {
   scheduledOn: "",
   dueDate: "",
   pm: "",
+  serviceId: null,
   extraServices: [],
   pmNote: "",
   avetaRequired: false,

src/domain/work-orders/utils/wo-number-input.ts

@@ -0,0 +1,33 @@
+import { isRealWoNumber } from "@/domain/work-orders/utils/wo-closability";
+
+/** Board WO numbers are an 11-digit APM number or an SH placeholder of at most 11 characters. */
+export const BOARD_WO_NUMBER_MAX_LENGTH = 11;
+
+export const WO_NUMBER_FORMAT_MESSAGE =
+  "Work order number must be 11 digits or an SH number (e.g. SH00001)";
+
+export const WO_NUMBER_DOWNGRADE_MESSAGE =
+  "Cannot replace an APM work order number with an internal number";
+
+export function sanitizeBoardWoNumberInput(raw: string): string {
+  return raw
+    .replace(/[^a-zA-Z0-9]/g, "")
+    .toUpperCase()
+    .slice(0, BOARD_WO_NUMBER_MAX_LENGTH);
+}
+
+export function isProvisionalWoNumber(woNumber: string): boolean {
+  return /^SH/i.test(woNumber.trim());
+}
+
+export function isValidBoardWoNumber(woNumber: string): boolean {
+  return /^\d{11}$/.test(woNumber) || /^SH\d{1,9}$/i.test(woNumber);
+}
+
+/**
+ * Only an already-saved real APM number is protected from being replaced by an
+ * SH placeholder. A brand-new WO has no saved number, so the rule never applies there.
+ */
+export function isWoNumberDowngrade(savedWoNumber: string, nextWoNumber: string): boolean {
+  return isRealWoNumber(savedWoNumber) && isProvisionalWoNumber(nextWoNumber);
+}

src/infra/query-key/query-key.ts

@@ -61,6 +61,12 @@ export const queryKeys = {
     byCategory: (category: string, parent?: string) =>
       [...queryKeys.dropdownOptions.all, "byCategory", category, parent ?? ""] as const,
   },
+  services: {
+    all: ["services"] as const,
+    active: () => [...queryKeys.services.all, "active"] as const,
+    byWorkOrderType: (workOrderType: string) =>
+      [...queryKeys.services.all, "byWorkOrderType", workOrderType] as const,
+  },
   locations: {
     all: ["locations"] as const,
     list: (params?: Record<string, unknown>) =>

src/test/app/(protected)/workorders/editable-wo-number-cell-sh-placeholder.test.tsx

@@ -0,0 +1,105 @@
+import { fireEvent, screen, waitFor } from "@testing-library/react";
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { toast } from "react-toastify";
+import { EditableWONumberCell } from "@/app/(protected)/workorders/_components/list/table/cells/editable-wo-number-cell";
+import { workOrdersApi } from "@/domain/work-orders/api/work-orders-api";
+import { renderWithProviders } from "@/test/test-utils";
+
+vi.mock("react-toastify", () => {
+  const toastFn = Object.assign(vi.fn(), { error: vi.fn(), success: vi.fn() });
+  return { toast: toastFn };
+});
+
+vi.mock("@/domain/work-orders/api/work-orders-api", () => ({
+  workOrdersApi: { findByWoNumber: vi.fn() },
+}));
+
+function renderCell(value: string, currentId: string | number) {
+  const onSave = vi.fn();
+  renderWithProviders(
+    <EditableWONumberCell
+      value={value}
+      rescheduleCount={0}
+      currentId={currentId}
+      allOrders={[]}
+      onSave={onSave}
+    />,
+  );
+  return onSave;
+}
+
+function typeAndCommit(nextValue: string) {
+  fireEvent.click(screen.getByText(/./, { selector: "span" }));
+  const input = screen.getByLabelText("Work order number");
+  fireEvent.change(input, { target: { value: nextValue } });
+  fireEvent.keyDown(input, { key: "Enter" });
+}
+
+describe("EditableWONumberCell SH placeholder numbers", () => {
+  beforeEach(() => {
+    vi.mocked(workOrdersApi.findByWoNumber).mockResolvedValue(null as never);
+    vi.mocked(toast).mockClear();
+    vi.mocked(toast.error).mockClear();
+  });
+
+  it("saves a freshly typed SH number on a brand-new inline work order", async () => {
+    const onSave = renderCell("", "draft");
+
+    typeAndCommit("SH00001");
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledWith("SH00001"));
+    expect(toast).not.toHaveBeenCalled();
+    expect(toast.error).not.toHaveBeenCalled();
+  });
+
+  it("keeps a typed SH prefix instead of stripping it to digits", () => {
+    renderCell("", "draft");
+
+    fireEvent.click(screen.getByText("-"));
+    const input = screen.getByLabelText("Work order number");
+    fireEvent.change(input, { target: { value: "sh00001" } });
+
+    expect(input).toHaveValue("SH00001");
+  });
+
+  it("does not treat an unsaved inline draft number as a real number to protect", async () => {
+    const onSave = renderCell("12345678901", "draft");
+
+    typeAndCommit("SH00002");
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledWith("SH00002"));
+  });
+
+  it("blocks replacing a saved real APM number with an SH number", async () => {
+    const onSave = renderCell("12345678901", 42);
+
+    typeAndCommit("SH00001");
+
+    await waitFor(() =>
+      expect(toast.error).toHaveBeenCalledWith(
+        "Cannot replace an APM work order number with an internal number",
+      ),
+    );
+    expect(onSave).not.toHaveBeenCalled();
+    expect(screen.getByText("12345678901")).toBeInTheDocument();
+  });
+
+  it("lets a saved SH number be replaced by a real 11-digit number", async () => {
+    const onSave = renderCell("SH00001", 42);
+
+    typeAndCommit("12345678901");
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledWith("12345678901"));
+  });
+
+  it("still rejects a numeric number that is not 11 digits", () => {
+    const onSave = renderCell("", "draft");
+
+    typeAndCommit("12345");
+
+    expect(toast).toHaveBeenCalledWith(
+      "Work order number must be 11 digits or an SH number (e.g. SH00001)",
+    );
+    expect(onSave).not.toHaveBeenCalled();
+  });
+});

src/test/app/(protected)/workorders/service-picker-search-placeholder.test.tsx

@@ -0,0 +1,56 @@
+import { fireEvent, render, screen } from "@testing-library/react";
+import { describe, expect, it, vi } from "vitest";
+import { WizardStepLocationServiceSelect } from "@/app/(protected)/workorders/_components/wizard/wizard-step-location-service-select";
+import { PmTypePickerPopover } from "@/app/(protected)/workorders/_components/list/table/cells/pm-type-picker-popover";
+import {
+  EMPTY_WIZARD_DRAFT,
+  type WorkOrderWizardDraft,
+} from "@/domain/work-orders/types/work-order-wizard";
+
+describe("service picker search placeholder", () => {
+  it("uses a type-neutral search placeholder in the wizard service picker", () => {
+    const draft: WorkOrderWizardDraft = { ...EMPTY_WIZARD_DRAFT, pm: "" };
+
+    render(
+      <WizardStepLocationServiceSelect
+        draft={draft}
+        services={[
+          { id: "1", value: "HVAC" },
+          { id: "2", value: "Plumbing" },
+        ]}
+        svcOpen={false}
+        onSvcOpenChange={vi.fn()}
+        svcSearch=""
+        onSvcSearchChange={vi.fn()}
+        onUpdate={vi.fn()}
+        onPatch={vi.fn()}
+      />,
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: /select service/i }));
+
+    expect(screen.getByPlaceholderText("Search services…")).toBeTruthy();
+    expect(screen.queryByPlaceholderText("Search PM type…")).toBeNull();
+  });
+
+  it("uses a type-neutral search placeholder in the table service picker popover", () => {
+    const anchor = document.createElement("button");
+
+    render(
+      <PmTypePickerPopover
+        anchorEl={anchor}
+        search=""
+        filtered={["HVAC", "Plumbing"]}
+        value=""
+        showAddDetails={false}
+        onSearchChange={vi.fn()}
+        onClose={vi.fn()}
+        onPick={vi.fn()}
+        onAddDetails={vi.fn()}
+      />,
+    );
+
+    expect(screen.getByPlaceholderText("Search service…")).toBeTruthy();
+    expect(screen.queryByPlaceholderText("Search PM type…")).toBeNull();
+  });
+});

src/test/app/(protected)/workorders/wizard-service-clears-vendor.test.tsx

@@ -79,6 +79,7 @@ describe("WizardStepLocationServiceSelect — vendor clear on service change", (
 
     expect(onPatch).toHaveBeenCalledWith({
       pm: "Electrical",
+      serviceId: "3",
       extraServices: [],
       vendorId: "",
       vendorName: "",

src/test/app/(protected)/workorders/wizard-step-type-schedule-clears-service.test.tsx

@@ -0,0 +1,69 @@
+import { fireEvent, render, screen } from "@testing-library/react";
+import { describe, expect, it, vi } from "vitest";
+import { WizardStepTypeSchedule } from "@/app/(protected)/workorders/_components/wizard/wizard-step-type-schedule";
+import {
+  EMPTY_WIZARD_DRAFT,
+  type WorkOrderWizardDraft,
+} from "@/domain/work-orders/types/work-order-wizard";
+
+const USERS = [{ id: "sarah", name: "Sarah Chen" }];
+
+describe("WizardStepTypeSchedule — service clear on type change", () => {
+  it("clears the service and its vendor when the work-order type changes", () => {
+    const onPatch = vi.fn();
+    const draft: WorkOrderWizardDraft = {
+      ...EMPTY_WIZARD_DRAFT,
+      type: "PM",
+      pm: "HVAC",
+      serviceId: "1",
+      extraServices: ["Plumbing"],
+      vendorId: "9",
+      vendorName: "Old Vendor",
+      techPhone: "555-0100",
+    };
+
+    render(
+      <WizardStepTypeSchedule draft={draft} users={USERS} onUpdate={vi.fn()} onPatch={onPatch} />,
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: /Reactive/ }));
+
+    expect(onPatch).toHaveBeenCalledWith(
+      expect.objectContaining({
+        type: "Reactive",
+        pm: "",
+        serviceId: null,
+        extraServices: [],
+        vendorId: "",
+        vendorName: "",
+        techPhone: "",
+      }),
+    );
+  });
+
+  it("keeps the selected service when the same type is re-selected", () => {
+    const onPatch = vi.fn();
+    const draft: WorkOrderWizardDraft = {
+      ...EMPTY_WIZARD_DRAFT,
+      type: "PM",
+      pm: "HVAC",
+      serviceId: "1",
+      extraServices: ["Plumbing"],
+      vendorId: "9",
+      vendorName: "Old Vendor",
+      techPhone: "555-0100",
+    };
+
+    render(
+      <WizardStepTypeSchedule draft={draft} users={USERS} onUpdate={vi.fn()} onPatch={onPatch} />,
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: /Scheduled preventive maintenance/ }));
+
+    const patch = onPatch.mock.calls[0][0] as Partial<WorkOrderWizardDraft>;
+    expect(patch).not.toHaveProperty("pm");
+    expect(patch).not.toHaveProperty("serviceId");
+    expect(patch).not.toHaveProperty("extraServices");
+    expect(patch).not.toHaveProperty("vendorId");
+  });
+});

src/test/app/(protected)/workorders/wo-table-column-order.test.tsx

@@ -0,0 +1,116 @@
+import { screen, within } from "@testing-library/react";
+import { describe, expect, it, vi } from "vitest";
+import { WO_TABLE_COLS } from "@/app/(protected)/workorders/_components/list/table/wo-table-cols";
+import { WoTableHead } from "@/app/(protected)/workorders/_components/list/table/wo-table-head";
+import { WoTableRowServiceCells } from "@/app/(protected)/workorders/_components/list/table/wo-table-row-service-cells";
+import type { WoTableRowHandlers } from "@/app/(protected)/workorders/_components/list/table/wo-table-row";
+import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
+import { renderWithProviders } from "@/test/test-utils";
+
+vi.mock("@/app/(protected)/workorders/_components/list/table/cells/pm-type-cell", () => ({
+  PMTypeCell: () => <span>cell:service</span>,
+}));
+vi.mock("@/app/(protected)/workorders/_components/list/table/cells/vendor-cell", () => ({
+  VendorCell: () => <span>cell:vendor</span>,
+}));
+vi.mock("@/app/(protected)/workorders/_components/list/table/cells/appt-time-cell", () => ({
+  ApptTimeCell: () => <span>cell:appt</span>,
+}));
+vi.mock("@/app/(protected)/workorders/_components/list/table/cells/status-cell", () => ({
+  StatusCell: () => <span>cell:status</span>,
+}));
+vi.mock("@/app/(protected)/workorders/_components/list/table/cells/date-cell", () => ({
+  DateCell: () => <span>cell:completed</span>,
+}));
+vi.mock("@/app/(protected)/workorders/_components/list/table/cells/comp-doc-cell", () => ({
+  CompDocCell: () => <span>cell:doc</span>,
+}));
+vi.mock("@/app/(protected)/workorders/_components/list/table/cells/uplift-cell", () => ({
+  UpliftCell: () => <span>cell:uplift</span>,
+}));
+
+/** Documented left-to-right data column order for the Work Orders board. */
+const DOCUMENTED_ORDER = [
+  "SITE",
+  "WO",
+  "TYPE OF WO",
+  "ASSIGNED TO",
+  "SCHEDULE ON",
+  "DUE DATE",
+  "SERVICE",
+  "VENDOR",
+  "APPT TIME",
+  "STATUS",
+  "COMPLETED DATE",
+  "COMP DOC",
+  "UPLIFT",
+];
+
+describe("Work Orders board column order", () => {
+  it("renders the documented header order with grip/flag before Site and actions after Uplift", () => {
+    renderWithProviders(
+      <table>
+        <WoTableHead />
+      </table>,
+      { withAuth: false },
+    );
+
+    const headers = screen.getAllByRole("columnheader").map((th) => th.textContent?.trim() ?? "");
+    expect(headers.filter(Boolean)).toEqual(expect.arrayContaining(DOCUMENTED_ORDER));
+    expect(WO_TABLE_COLS.map((col) => col.key)).toEqual([
+      "grip",
+      "flag",
+      "site",
+      "wo",
+      "type",
+      "assigned",
+      "sched",
+      "due",
+      "pm",
+      "vendor",
+      "appt",
+      "status",
+      "completed",
+      "doc",
+      "uplift",
+      "actions",
+    ]);
+    expect(WO_TABLE_COLS.map((col) => col.label).filter(Boolean)).toEqual(DOCUMENTED_ORDER);
+  });
+
+  it("renders row cells under the matching headers: Status, Completed Date, Comp Doc, Uplift", () => {
+    const row = {
+      id: 7,
+      upliftSummary: { hasUplift: false, pendingCount: 0 },
+    } as WorkOrderTableRow;
+    renderWithProviders(
+      <table>
+        <tbody>
+          <tr data-testid="row">
+            <WoTableRowServiceCells
+              row={row}
+              vendors={[]}
+              pmTypes={[]}
+              handlers={{} as unknown as WoTableRowHandlers}
+              onPatchRow={vi.fn()}
+            />
+          </tr>
+        </tbody>
+      </table>,
+      { withAuth: false },
+    );
+
+    const cells = within(screen.getByTestId("row"))
+      .getAllByRole("cell")
+      .map((td) => td.textContent);
+    expect(cells).toEqual([
+      "cell:service",
+      "cell:vendor",
+      "cell:appt",
+      "cell:status",
+      "cell:completed",
+      "cell:doc",
+      "cell:uplift",
+    ]);
+  });
+});

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

@@ -0,0 +1,48 @@
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { API_PATHS } from "@/api/api-paths";
+
+const apiGet = vi.fn();
+
+vi.mock("@/api/api", () => ({
+  apiGet: (...args: unknown[]) => apiGet(...args),
+}));
+
+import { servicesApi } from "@/domain/services/api/services-api";
+
+describe("servicesApi", () => {
+  beforeEach(() => {
+    apiGet.mockReset();
+  });
+
+  it("loads active services filtered by the selected work-order type", async () => {
+    apiGet.mockResolvedValue([
+      {
+        id: 7,
+        name: "HVAC inspection",
+        trade: "HVAC",
+        iconKey: "hvac-inspection",
+        isActive: true,
+        supportedWorkOrderTypes: [2, "Reactive"],
+      },
+    ]);
+
+    const services = await servicesApi.getActiveForWorkOrderType("PM");
+
+    expect(apiGet).toHaveBeenCalledWith(API_PATHS.services.list, {
+      searchParams: { isActive: true, workOrderType: 2 },
+    });
+    expect(services[0]).toMatchObject({
+      id: 7,
+      name: "HVAC inspection",
+      trade: "HVAC",
+      supportedWorkOrderTypes: ["PM", "Reactive"],
+    });
+  });
+
+  it("does not request services for the unsupported Overdue type", async () => {
+    const services = await servicesApi.getActiveForWorkOrderType("Overdue");
+
+    expect(apiGet).not.toHaveBeenCalled();
+    expect(services).toEqual([]);
+  });
+});

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

@@ -140,6 +140,25 @@ describe("workOrdersApi.createFromBoard", () => {
       locationId: 9,
     });
   });
+
+  it("includes the registry service id when selected in the wizard", async () => {
+    await workOrdersApi.createFromBoard({
+      ...EMPTY_WIZARD_DRAFT,
+      type: "Reactive",
+      siteCode: "BK5",
+      pm: "HVAC inspection",
+      serviceId: 7,
+    });
+
+    expect(apiPost).toHaveBeenCalledWith(
+      API_PATHS.workOrder.boardCreate,
+      expect.objectContaining({
+        workOrderType: 6,
+        primaryService: "HVAC inspection",
+        serviceId: 7,
+      }),
+    );
+  });
 });
 
 describe("workOrdersApi.update", () => {

src/test/domain/work-orders/mappers/completed-date-board-column.test.ts

@@ -4,10 +4,11 @@ import { expandScalarBoardOps } from "@/domain/work-orders/mappers/expand-scalar
 import { mapWorkOrderTableRow } from "@/domain/work-orders/mappers/work-order-table-row-mapper";
 
 describe("COMPLETED DATE board column wiring", () => {
-  it("includes COMPLETED DATE column after COMP DOC", () => {
+  it("includes COMPLETED DATE column between STATUS and COMP DOC", () => {
     const keys = WO_TABLE_COLS.map((col) => col.key);
     expect(keys).toContain("completed");
-    expect(keys.indexOf("completed")).toBeGreaterThan(keys.indexOf("doc"));
+    expect(keys.indexOf("completed")).toBe(keys.indexOf("status") + 1);
+    expect(keys.indexOf("completed")).toBeLessThan(keys.indexOf("doc"));
   });
 
   it("expands completedDate patch to board field op", () => {