Merge pull request #175 from Sea-Haven-Industries/feat/SH-191-completion-freeze

feat(work-orders): consume completion freeze snapshot on the board

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

@@ -46,7 +46,7 @@ export function CompDocDetailsSection({
         <CompDocDetailRow
           icon={MapPin}
           label="Site Code"
-          value={`${row.site} · Amazon.com Services LLC`}
+          value={`${site.code} · Amazon.com Services LLC`}
         />
         <CompDocEditableRow
           label="Address"

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

@@ -43,7 +43,7 @@ export function CompDocPreviewDocument({
           isGenerated={isGenerated}
           generatedAt={generatedAt}
         />
-        <CompDocPreviewVendorSafety row={row} />
+        <CompDocPreviewVendorSafety site={site} />
         <CompDocPreviewProcedureNotes pm={row.pm} notes={notes} />
       </div>
       <div

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

@@ -72,10 +72,10 @@ export function CompDocPreviewServiceInfo({
             margin: "2px 0",
           }}
         >
-          Site ID — {row.site}
+          Site ID — {site.code}
         </Text>
         <Text as="p" style={{ fontSize: 13, color: "#161E38", margin: "2px 0" }}>
-          Amazon.com Services LLC {row.site}
+          Amazon.com Services LLC {site.code}
         </Text>
         <Text as="p" style={{ fontSize: 13, color: "#58595B", margin: "2px 0" }}>
           {site.street},

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

@@ -73,10 +73,10 @@ export function CompDocPreviewSummary({
             margin: "2px 0",
           }}
         >
-          Site ID — {row.site}
+          Site ID — {site.code}
         </Text>
         <Text variant="body" sx={{ fontSize: 13, color: "#161E38", margin: "2px 0" }}>
-          Amazon.com Services LLC {row.site}
+          Amazon.com Services LLC {site.code}
         </Text>
         <Text variant="body" sx={{ fontSize: 13, color: "#58595B", margin: "2px 0" }}>
           {site.street},
@@ -88,8 +88,8 @@ export function CompDocPreviewSummary({
 
       <Text variant="body" sx={{ fontSize: 13, color: "#161E38", margin: "14px 0 6px" }}>
         <span style={{ fontWeight: 700 }}>Vendor / Technician:&nbsp;</span>
-        {row.tech || "—"}
+        {site.tech || "—"}
-        {row.company ? ` · ${row.company}` : ""}
+        {site.company ? ` · ${site.company}` : ""}
       </Text>
     </>
   );

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

@@ -1,18 +1,18 @@
 import { Text } from "@/components/ui/text";
-import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
+import type { CompDocSiteInfo } from "@/domain/work-orders/types/completion-doc";
 import { SAFETY_BULLETS } from "@/domain/work-orders/utils/completion-doc-procedures";
 
 type CompDocPreviewVendorSafetyProps = {
-  row: WorkOrderTableRow;
+  site: CompDocSiteInfo;
 };
 
-export function CompDocPreviewVendorSafety({ row }: CompDocPreviewVendorSafetyProps) {
+export function CompDocPreviewVendorSafety({ site }: CompDocPreviewVendorSafetyProps) {
   return (
     <>
       <Text as="p" style={{ fontSize: 13, color: "#161E38", margin: "14px 0 6px" }}>
         <span style={{ fontWeight: 700 }}>Vendor / Technician:&nbsp;</span>
-        {row.tech || "—"}
+        {site.tech || "—"}
-        {row.company ? ` · ${row.company}` : ""}
+        {site.company ? ` · ${site.company}` : ""}
       </Text>
 
       <ul style={{ listStyle: "disc", paddingLeft: 18, margin: "8px 0 0" }}>

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

@@ -12,6 +12,11 @@ import { useWorkOrderBoardDetail } from "@/domain/work-orders/use-cases/use-work
 import { useUploadCompletionDoc } from "@/domain/work-orders/use-cases/use-work-order-mutations";
 import { resolveCompDocSite } from "@/domain/work-orders/utils/completion-doc-site";
 import { DOC_STATE_CFG } from "@/domain/work-orders/utils/completion-doc-state";
+import {
+  effectiveCompany,
+  effectivePoc,
+  effectiveSite,
+} from "@/domain/work-orders/utils/effective-completion-snapshot";
 import { isWorkOrderDocumentsReadOnly } from "@/domain/work-orders/utils/work-order-media-limits";
 import { useCompDocDialogSeed } from "./use-comp-doc-dialog-seed";
 import { useCompDocNotRequiredActions } from "./use-comp-doc-not-required-actions";
@@ -61,7 +66,9 @@ export function useCompDocDialog({
   onDateCompletedChange,
 }: UseCompDocDialogArgs) {
   const locId = String(row.locationId || "");
-  const { data: locationDetail } = useLocationDetail(locId || undefined);
+  const { data: locationDetail } = useLocationDetail(
+    effectiveSite(row) != null ? undefined : locId || undefined,
+  );
   const { data: boardDetail } = useWorkOrderBoardDetail(row.id, open);
   const uploadCompletionMutation = useUploadCompletionDoc(row.id);
   const pdfInputRef = useRef<HTMLInputElement>(null);
@@ -93,8 +100,9 @@ export function useCompDocDialog({
     setEditDateCompleted,
   });
 
-  const amazonRep = info.pocName || "";
+  const company = effectiveCompany(info);
-  const seaRep = info.tech || "";
+  const amazonRep = effectivePoc(info).contacts[0]?.name || "";
+  const seaRep = company.contactName || "";
   const cfg = DOC_STATE_CFG[docState];
   const isNotRequired = docState === "not-required";
   const isGenerated = docState === "generated" || Boolean(signOffAttachment);
@@ -107,6 +115,9 @@ export function useCompDocDialog({
     dateCompleted: editDateCompleted,
     amazonRep,
     seaRep,
+    siteCode: site.code,
+    tech: company.contactName || "",
+    company: company.name || "",
   };
 
   const { persist, syncDateIfChanged, refreshAuthoritativeState, handleSaveDraft, handleGenerate } =

src/app/(protected)/workorders/_components/detail/tabs/slide-over-info-tab-display-view.tsx

@@ -13,6 +13,11 @@ import type {
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
 import type { WOType } from "@/domain/work-orders/types/work-order-wizard";
 import { formatApptRange, parseApptTime } from "@/domain/work-orders/utils/wizard-date-utils";
+import {
+  effectiveCompany,
+  effectivePoc,
+  effectiveSite,
+} from "@/domain/work-orders/utils/effective-completion-snapshot";
 import { DocBadge } from "./slide-over-doc-badge";
 import { SlideOverInfoTabAssignedField } from "./slide-over-info-tab-assigned-field";
 import { SlideOverInfoTabStatusField } from "./slide-over-info-tab-status-field";
@@ -28,6 +33,153 @@ type SlideOverInfoTabDisplayViewProps = {
   pmTypes: string[];
 };
 
+type FrozenPoc = ReturnType<typeof effectivePoc>;
+
+function formatScheduleOn(source: WorkOrderTableRow): string {
+  if (source.scheduleWeekOnly && source.targetWeek) {
+    return `Week of ${source.targetWeek}`;
+  }
+  return source.scheduledOn || "—";
+}
+
+function formatApptDisplay(apptTime: string): string {
+  const appt = parseApptTime(apptTime);
+  if (appt.start) return formatApptRange(appt.start, appt.end);
+  return apptTime || "—";
+}
+
+function formatPocLine(poc: FrozenPoc): string {
+  const primary = poc.contacts[0];
+  const name = primary?.name || "—";
+  if (!primary?.phone) return name;
+  return `${name} · ${primary.phone}`;
+}
+
+function SlideOverTypeField({ type }: { type: WorkOrderTableRow["type"] }) {
+  if (!type) {
+    return <span style={{ color: "var(--color-text-muted)" }}>—</span>;
+  }
+  return <WoTableTypeLabel type={type as WOType} />;
+}
+
+function SlideOverCompletedSite({
+  source,
+  poc,
+  sites,
+}: {
+  source: WorkOrderTableRow;
+  poc: FrozenPoc;
+  sites: LocationOption[];
+}) {
+  const primaryPoc = poc.contacts[0];
+  const frozenSite = effectiveSite(source);
+  return (
+    <SiteCell
+      value={frozenSite?.code ?? source.site}
+      location={frozenSite?.label ?? source.location}
+      locationId={source.locationId}
+      pocName={primaryPoc?.name ?? ""}
+      pocPhone={primaryPoc?.phone ?? ""}
+      pocNotes={poc.notes ?? ""}
+      additionalContacts={poc.contacts.slice(1).map((contact) => ({
+        name: contact.name ?? "",
+        phone: contact.phone ?? "",
+        notes: contact.notes ?? "",
+      }))}
+      sites={sites}
+      viewOnly
+      frozenSite={frozenSite}
+      onSave={() => undefined}
+    />
+  );
+}
+
+function SlideOverSiteField({
+  source,
+  isCompleted,
+  poc,
+  sites,
+}: {
+  source: WorkOrderTableRow;
+  isCompleted: boolean;
+  poc: FrozenPoc;
+  sites: LocationOption[];
+}) {
+  if (!isCompleted) {
+    return (
+      <span className="font-mono text-[12.5px] font-bold" style={{ color: "var(--foreground)" }}>
+        {source.site || "—"}
+      </span>
+    );
+  }
+  return <SlideOverCompletedSite source={source} poc={poc} sites={sites} />;
+}
+
+function SlideOverOpenService({ source }: { source: WorkOrderTableRow }) {
+  if (!source.pm) {
+    return <span style={{ color: "var(--color-text-muted)" }}>—</span>;
+  }
+  return (
+    <span className="inline-flex items-center gap-1.5 text-[12.5px]">
+      <PmTypeIcon pmType={source.pm} size={14} />
+      {source.pm}
+      {Boolean(source.avetaRequired) && (
+        <AvetaBadge size={11} attached={Boolean(source.hasAvetaDocument)} />
+      )}
+    </span>
+  );
+}
+
+function SlideOverServiceField({
+  source,
+  isCompleted,
+  pmTypes,
+}: {
+  source: WorkOrderTableRow;
+  isCompleted: boolean;
+  pmTypes: string[];
+}) {
+  if (!isCompleted) return <SlideOverOpenService source={source} />;
+  return (
+    <PMTypeCell
+      value={source.pm}
+      pmTypes={pmTypes}
+      serviceNotes={source.serviceNotes}
+      extraServices={source.extraServices}
+      avetaRequired={source.avetaRequired}
+      avetaAttached={source.hasAvetaDocument}
+      woNumber={source.woNumber}
+      viewOnly
+      onSave={() => undefined}
+    />
+  );
+}
+
+function SlideOverVendorField({
+  source,
+  isCompleted,
+  vendors,
+}: {
+  source: WorkOrderTableRow;
+  isCompleted: boolean;
+  vendors: VendorDropdownItem[];
+}) {
+  if (!isCompleted) return <SlideOverInfoTabVendorField source={source} />;
+  const company = effectiveCompany(source);
+  return (
+    <VendorCell
+      vendorId={source.vendorId}
+      company={company.name ?? source.company}
+      tech={company.contactName ?? source.tech}
+      techPhone={company.phone ?? source.techPhone}
+      vendors={vendors}
+      viewOnly
+      frozenCompany={source.frozenCompany}
+      onSave={() => undefined}
+    />
+  );
+}
+
 export function SlideOverInfoTabDisplayView({
   source,
   isCancelled,
@@ -37,8 +189,7 @@ export function SlideOverInfoTabDisplayView({
   vendors,
   pmTypes,
 }: SlideOverInfoTabDisplayViewProps) {
-  const appt = parseApptTime(source.apptTime);
+  const poc = effectivePoc(source);
-  const apptDisplay = appt.start ? formatApptRange(appt.start, appt.end) : source.apptTime || "—";
 
   return (
     <div style={isCancelled ? { opacity: 0.6, pointerEvents: "none" } : undefined}>
@@ -46,34 +197,10 @@ export function SlideOverInfoTabDisplayView({
         <span className="font-mono text-[12.5px] font-semibold">{source.woNumber || "—"}</span>
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Site">
-        {isCompleted ? (
+        <SlideOverSiteField source={source} isCompleted={isCompleted} poc={poc} sites={sites} />
-          <SiteCell
-            value={source.site}
-            location={source.location}
-            locationId={source.locationId}
-            pocName={source.pocName}
-            pocPhone={source.pocPhone}
-            pocNotes={source.pocNotes}
-            additionalContacts={source.additionalContacts}
-            sites={sites}
-            viewOnly
-            onSave={() => undefined}
-          />
-        ) : (
-          <span
-            className="font-mono text-[12.5px] font-bold"
-            style={{ color: "var(--foreground)" }}
-          >
-            {source.site || "—"}
-          </span>
-        )}
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Type of WO">
-        {source.type ? (
+        <SlideOverTypeField type={source.type} />
-          <WoTableTypeLabel type={source.type as WOType} />
-        ) : (
-          <span style={{ color: "var(--color-text-muted)" }}>—</span>
-        )}
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Assigned To">
         <SlideOverInfoTabAssignedField
@@ -82,57 +209,19 @@ export function SlideOverInfoTabDisplayView({
         />
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Schedule On">
-        <span className="text-[12.5px]">
+        <span className="text-[12.5px]">{formatScheduleOn(source)}</span>
-          {source.scheduleWeekOnly && source.targetWeek
-            ? `Week of ${source.targetWeek}`
-            : source.scheduledOn || "—"}
-        </span>
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Due Date">
         <span className="text-[12.5px]">{source.dueDate || "—"}</span>
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Appt Time">
-        <span className="text-[12.5px]">{apptDisplay}</span>
+        <span className="text-[12.5px]">{formatApptDisplay(source.apptTime)}</span>
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Service">
-        {isCompleted ? (
+        <SlideOverServiceField source={source} isCompleted={isCompleted} pmTypes={pmTypes} />
-          <PMTypeCell
-            value={source.pm}
-            pmTypes={pmTypes}
-            serviceNotes={source.serviceNotes}
-            extraServices={source.extraServices}
-            avetaRequired={source.avetaRequired}
-            avetaAttached={source.hasAvetaDocument}
-            woNumber={source.woNumber}
-            viewOnly
-            onSave={() => undefined}
-          />
-        ) : source.pm ? (
-          <span className="inline-flex items-center gap-1.5 text-[12.5px]">
-            <PmTypeIcon pmType={source.pm} size={14} />
-            {source.pm}
-            {Boolean(source.avetaRequired) && (
-              <AvetaBadge size={11} attached={Boolean(source.hasAvetaDocument)} />
-            )}
-          </span>
-        ) : (
-          <span style={{ color: "var(--color-text-muted)" }}>—</span>
-        )}
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Vendor">
-        {isCompleted ? (
+        <SlideOverVendorField source={source} isCompleted={isCompleted} vendors={vendors} />
-          <VendorCell
-            vendorId={source.vendorId}
-            company={source.company}
-            tech={source.tech}
-            techPhone={source.techPhone}
-            vendors={vendors}
-            viewOnly
-            onSave={() => undefined}
-          />
-        ) : (
-          <SlideOverInfoTabVendorField source={source} />
-        )}
       </SlideOverInfoRow>
       <SlideOverInfoRow label="Status">
         <SlideOverInfoTabStatusField source={source} />
@@ -142,8 +231,7 @@ export function SlideOverInfoTabDisplayView({
       </SlideOverInfoRow>
       <SlideOverInfoRow label="POC">
         <span className="text-[12.5px]" style={{ color: "var(--color-text-secondary)" }}>
-          {source.pocName || "—"}
+          {formatPocLine(poc)}
-          {source.pocPhone ? ` · ${source.pocPhone}` : ""}
         </span>
       </SlideOverInfoRow>
     </div>

src/app/(protected)/workorders/_components/list/table/cells/site-cell.tsx

@@ -3,6 +3,7 @@ import { MapPin } from "lucide-react";
 import { formatSitePlace } from "@/domain/locations/mappers/location-mapper";
 import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
+import type { WorkOrderFrozenSite } from "@/domain/work-orders/types/work-order-table-row";
 import { HighlightText } from "./highlight-text";
 import { HoverChevron } from "./hover-chevron";
 import { SiteDialog, type SitePatch } from "./site-dialog";
@@ -22,6 +23,7 @@ type SiteCellProps = {
   /** Inline create: editable POC + Site/POC required to confirm the modal. */
   createMode?: boolean;
   viewOnly?: boolean;
+  frozenSite?: WorkOrderFrozenSite;
   onSave: (patch: SitePatch) => void;
 };
 
@@ -39,10 +41,15 @@ export function SiteCell({
   q,
   createMode = false,
   viewOnly = false,
+  frozenSite,
   onSave,
 }: SiteCellProps) {
   const [open, setOpen] = useState(false);
-  const place = formatSitePlace(city, state, location);
+  const place = formatSitePlace(
+    frozenSite?.city ?? city,
+    frozenSite?.state ?? state,
+    frozenSite?.label ?? location,
+  );
 
   return (
     <>
@@ -102,6 +109,7 @@ export function SiteCell({
         sites={sites}
         createMode={createMode}
         viewOnly={viewOnly}
+        frozenSite={frozenSite}
         onSave={onSave}
       />
     </>

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

@@ -6,6 +6,7 @@ import { Text } from "@/components/ui/text";
 import { dialogBlurBackdropSlotProps } from "@/components/ui/dialog-blur-backdrop";
 import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
+import type { WorkOrderFrozenSite } from "@/domain/work-orders/types/work-order-table-row";
 import { FieldLabel } from "@/app/(protected)/workorders/_components/list/table/cells/dialog-field-label";
 import { SiteDialogDetailPanel } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-detail-panel";
 import { SiteDialogFooter } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-footer";
@@ -27,6 +28,7 @@ type SiteDialogProps = {
   sites: LocationOption[];
   createMode?: boolean;
   viewOnly?: boolean;
+  frozenSite?: WorkOrderFrozenSite;
   onSave: (patch: SitePatch) => void;
 };
 
@@ -42,6 +44,7 @@ export function SiteDialog({
   sites,
   createMode = false,
   viewOnly = false,
+  frozenSite,
   onSave,
 }: SiteDialogProps) {
   const s = useSiteDialogState({
@@ -55,6 +58,7 @@ export function SiteDialog({
     additionalContacts,
     sites,
     createMode,
+    frozenSite,
     onSave,
   });
 

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

@@ -1,4 +1,4 @@
-import { useEffect } from "react";
+import { useEffect, useMemo } from "react";
 import { buildSiteDialogPatch } from "@/app/(protected)/workorders/_components/list/table/cells/build-site-dialog-patch";
 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";
@@ -6,6 +6,7 @@ import { useLocationDetail } from "@/domain/locations/use-cases/use-location-det
 import { formatLocationAddressPreview } from "@/domain/locations/mappers/location-mapper";
 import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
+import type { WorkOrderFrozenSite } from "@/domain/work-orders/types/work-order-table-row";
 
 export type { SitePatch };
 
@@ -20,6 +21,7 @@ type UseSiteDialogStateArgs = {
   additionalContacts: WorkOrderAdditionalContact[];
   sites: LocationOption[];
   createMode: boolean;
+  frozenSite?: WorkOrderFrozenSite;
   onSave: (patch: SitePatch) => void;
 };
 
@@ -34,6 +36,7 @@ export function useSiteDialogState({
   additionalContacts = [],
   sites,
   createMode,
+  frozenSite,
   onSave,
 }: UseSiteDialogStateArgs) {
   const fields = useSiteDialogFormFields({
@@ -49,23 +52,42 @@ export function useSiteDialogState({
   });
   const { locId, pocFilledFor, pn, pp, setPn, setPp, setPocFilledFor, siteMissing } = fields;
   const {
-    data: locationDetail,
+    data: liveLocationDetail,
-    isLoading: locationDetailLoading,
+    isLoading: liveLocationDetailLoading,
-    isError: locationDetailError,
+    isError: liveLocationDetailError,
-  } = useLocationDetail(open && locId ? locId : undefined);
+  } = useLocationDetail(frozenSite == null && open && locId ? locId : undefined);
+  const frozenLocationDetail = useMemo(
+    () =>
+      frozenSite == null
+        ? undefined
+        : {
+            name: frozenSite.label,
+            address: frozenSite.address,
+            city: frozenSite.city,
+            state: frozenSite.state,
+            zipCode: frozenSite.zip,
+            phone: frozenSite.phone,
+            contact: undefined,
+            contactEmail: frozenSite.email,
+          },
+    [frozenSite],
+  );
+  const locationDetail = frozenLocationDetail ?? liveLocationDetail;
+  const locationDetailLoading = frozenSite == null && liveLocationDetailLoading;
+  const locationDetailError = frozenSite == null && liveLocationDetailError;
 
   const addressPreview = locationDetail ? formatLocationAddressPreview(locationDetail) : "";
   const pocMissing = !pn.trim() || !pp.trim();
   const canConfirm = !siteMissing && (!createMode || !pocMissing);
 
   useEffect(() => {
-    if (!open || !locId || !locationDetail || pocFilledFor === locId) {
+    if (frozenSite != null || !open || !locId || !locationDetail || pocFilledFor === locId) {
       return;
     }
     setPn((prev) => (prev.trim() ? prev : (locationDetail.contact ?? "")));
     setPp((prev) => (prev.trim() ? prev : (locationDetail.phone ?? "")));
     setPocFilledFor(locId);
-  }, [open, locId, locationDetail, pocFilledFor, setPn, setPp, setPocFilledFor]);
+  }, [open, locId, locationDetail, pocFilledFor, setPn, setPp, setPocFilledFor, frozenSite]);
 
   const attemptSave = () => {
     if (createMode && !canConfirm) {

src/app/(protected)/workorders/_components/list/table/cells/vendor-cell.tsx

@@ -1,5 +1,6 @@
 import { useState } from "react";
 import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import type { WorkOrderFrozenCompany } from "@/domain/work-orders/types/work-order-table-row";
 import { HighlightText } from "./highlight-text";
 import { HoverChevron } from "./hover-chevron";
 import { VendorDialog, type VendorPatch } from "./vendor-dialog";
@@ -12,6 +13,7 @@ type VendorCellProps = {
   vendors: VendorDropdownItem[];
   q?: string;
   viewOnly?: boolean;
+  frozenCompany?: WorkOrderFrozenCompany;
   onSave: (patch: VendorPatch) => void;
 };
 
@@ -23,6 +25,7 @@ export function VendorCell({
   vendors,
   q,
   viewOnly = false,
+  frozenCompany,
   onSave,
 }: VendorCellProps) {
   const [open, setOpen] = useState(false);
@@ -63,6 +66,7 @@ export function VendorCell({
         techPhone={techPhone}
         vendors={vendors}
         viewOnly={viewOnly}
+        frozenCompany={frozenCompany}
         onSave={onSave}
       />
     </>

src/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-body.tsx

@@ -14,6 +14,7 @@ import type {
   CompanyOption,
   TechnicianOption,
 } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-options";
+import type { WorkOrderFrozenCompany } from "@/domain/work-orders/types/work-order-table-row";
 
 type VendorDialogBodyProps = {
   selectedCompany: string;
@@ -27,6 +28,7 @@ type VendorDialogBodyProps = {
   notes: string;
   resolvedCompany: string;
   selectedVendor: VendorDropdownItem | undefined;
+  frozenCompany?: WorkOrderFrozenCompany;
   saveError: string | null;
   onCompanyPick: (company: string) => void;
   onPick: (key: string) => void;
@@ -51,6 +53,7 @@ export function VendorDialogBody({
   notes,
   resolvedCompany,
   selectedVendor,
+  frozenCompany,
   saveError,
   onCompanyPick,
   onPick,
@@ -85,27 +88,41 @@ export function VendorDialogBody({
         {Boolean(resolvedCompany) && (
           <div>
             <FieldLabel>Company info</FieldLabel>
-            <VendorDialogCompanyCard company={resolvedCompany} vendor={selectedVendor} />
+            <VendorDialogCompanyCard
+              company={resolvedCompany}
+              vendor={selectedVendor}
+              frozenCompany={frozenCompany}
+            />
           </div>
         )}
 
         <div>
           <FieldLabel>Technician (optional)</FieldLabel>
-          <WizardFieldSelect
+          {frozenCompany != null ? (
-            value={selectedKey}
+            <div className={DLG_INPUT_CLS} style={DLG_INPUT_STYLE}>
-            placeholder={selectedCompany ? "Select technician …" : "Pick a company first"}
+              {frozenCompany.contactName?.trim() || tech || "—"}
-            disabled={!selectedCompany}
+            </div>
-            icon={
+          ) : (
-              <Wrench size={14} className="shrink-0" style={{ color: "var(--color-text-muted)" }} />
+            <WizardFieldSelect
-            }
+              value={selectedKey}
-            searchPlaceholder="Search technician…"
+              placeholder={selectedCompany ? "Select technician …" : "Pick a company first"}
-            options={technicianOptions.map((option) => ({
+              disabled={!selectedCompany}
-              key: option.key,
+              icon={
-              label: option.name,
+                <Wrench
-            }))}
+                  size={14}
-            onPick={onPick}
+                  className="shrink-0"
-          />
+                  style={{ color: "var(--color-text-muted)" }}
-          {companyVendorForAdd != null && (
+                />
+              }
+              searchPlaceholder="Search technician…"
+              options={technicianOptions.map((option) => ({
+                key: option.key,
+                label: option.name,
+              }))}
+              onPick={onPick}
+            />
+          )}
+          {frozenCompany == null && companyVendorForAdd != null && (
             <div className="mt-2">
               <VendorDialogAddTechnician
                 companyName={anchorCompanyName}

src/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-company-card.tsx

@@ -1,16 +1,96 @@
-import { ExternalLink, Mail, MapPin } from "lucide-react";
+import { ExternalLink, Mail, MapPin, Phone, User } from "lucide-react";
 import { Detail } from "@/app/(protected)/workorders/_components/wizard/wizard-labels";
 import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import type { WorkOrderFrozenCompany } from "@/domain/work-orders/types/work-order-table-row";
 import { formatVendorDistance } from "@/domain/work-orders/utils/vendor-dropdown-label";
 
 type VendorDialogCompanyCardProps = {
   company: string;
   vendor: VendorDropdownItem | undefined;
+  frozenCompany?: WorkOrderFrozenCompany;
 };
 
-export function VendorDialogCompanyCard({ company, vendor }: VendorDialogCompanyCardProps) {
+type CompanyCardModel = {
-  const distance = formatVendorDistance(vendor?.distanceMiles);
+  title: string;
-  const email = vendor?.email?.trim() || "";
+  distance: string;
+  contactName: string;
+  email: string;
+  address: string;
+  mapsUrl: string;
+  phone: string;
+};
+
+function formatFrozenCompanyAddress(company: WorkOrderFrozenCompany): string {
+  const region = [company.city, company.state]
+    .map((part) => part?.trim())
+    .filter(Boolean)
+    .join(", ");
+
+  return [company.address?.trim(), region, company.zip?.trim()].filter(Boolean).join(", ");
+}
+
+function liveMapsUrl(address: string): string {
+  if (!address) return "";
+  return `https://www.google.com/maps/search/?api=1&query=${encodeURIComponent(address)}`;
+}
+
+function resolveFrozenCompanyCard(
+  company: string,
+  frozen: WorkOrderFrozenCompany,
+): CompanyCardModel {
+  return {
+    title: company,
+    distance: "",
+    contactName: frozen.contactName?.trim() ?? "",
+    email: frozen.email?.trim() ?? "",
+    address: formatFrozenCompanyAddress(frozen),
+    mapsUrl: frozen.maps ?? "",
+    phone: frozen.phone ?? "",
+  };
+}
+
+function resolveLiveCompanyCard(
+  company: string,
+  vendor: VendorDropdownItem | undefined,
+): CompanyCardModel {
+  const address = vendor?.address ?? "";
+  return {
+    title: company,
+    distance: formatVendorDistance(vendor?.distanceMiles),
+    contactName: "",
+    email: vendor?.email?.trim() ?? "",
+    address,
+    mapsUrl: liveMapsUrl(address),
+    phone: "",
+  };
+}
+
+function resolveCompanyCardModel(
+  company: string,
+  vendor: VendorDropdownItem | undefined,
+  frozenCompany?: WorkOrderFrozenCompany,
+): CompanyCardModel {
+  if (frozenCompany != null) return resolveFrozenCompanyCard(company, frozenCompany);
+  return resolveLiveCompanyCard(company, vendor);
+}
+
+function CompanyCardDetails({ model }: { model: CompanyCardModel }) {
+  return (
+    <>
+      {Boolean(model.address) && <Detail icon={MapPin} text={model.address} />}
+      {Boolean(model.contactName) && <Detail icon={User} text={model.contactName} />}
+      {Boolean(model.phone) && <Detail icon={Phone} text={model.phone} />}
+      {Boolean(model.email) && <Detail icon={Mail} text={model.email} />}
+    </>
+  );
+}
+
+export function VendorDialogCompanyCard({
+  company,
+  vendor,
+  frozenCompany,
+}: VendorDialogCompanyCardProps) {
+  const model = resolveCompanyCardModel(company, vendor, frozenCompany);
 
   return (
     <div
@@ -22,19 +102,18 @@ export function VendorDialogCompanyCard({ company, vendor }: VendorDialogCompany
     >
       <div className="flex items-start justify-between gap-2">
         <div style={{ fontSize: 13, fontWeight: 500, color: "var(--foreground)" }}>
-          {company || "—"}
+          {model.title || "—"}
         </div>
-        {Boolean(distance) && (
+        {Boolean(model.distance) && (
           <span className="shrink-0 text-[11px]" style={{ color: "var(--muted-foreground)" }}>
-            {distance}
+            {model.distance}
           </span>
         )}
       </div>
-      {Boolean(vendor?.address) && <Detail icon={MapPin} text={vendor?.address ?? ""} />}
+      <CompanyCardDetails model={model} />
-      {Boolean(email) && <Detail icon={Mail} text={email} />}
+      {Boolean(model.mapsUrl) && (
-      {vendor != null && Boolean(vendor.address) && (
         <a
-          href={`https://www.google.com/maps/search/?api=1&query=${encodeURIComponent(vendor.address)}`}
+          href={model.mapsUrl}
           target="_blank"
           rel="noreferrer"
           className="inline-flex items-center gap-1.5 text-[12px] hover:underline"

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

@@ -7,6 +7,7 @@ import { VendorDialogBody } from "@/app/(protected)/workorders/_components/list/
 import { VendorDialogFooter } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-footer";
 import { useVendorDialogForm } from "@/app/(protected)/workorders/_components/list/table/cells/use-vendor-dialog-form";
 import type { VendorPatch } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-types";
+import type { WorkOrderFrozenCompany } from "@/domain/work-orders/types/work-order-table-row";
 
 export type { VendorPatch } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-types";
 
@@ -19,6 +20,7 @@ type VendorDialogProps = {
   techPhone?: string;
   vendors: VendorDropdownItem[];
   viewOnly?: boolean;
+  frozenCompany?: WorkOrderFrozenCompany;
   onSave: (patch: VendorPatch) => void;
 };
 
@@ -31,6 +33,7 @@ export function VendorDialog({
   techPhone = "",
   vendors,
   viewOnly = false,
+  frozenCompany,
   onSave,
 }: VendorDialogProps) {
   const form = useVendorDialogForm({
@@ -74,11 +77,12 @@ export function VendorDialog({
             technicianOptions={form.technicianOptions}
             anchorCompanyName={form.anchorCompanyName}
             companyVendorForAdd={viewOnly ? undefined : (form.companyVendor ?? undefined)}
-            tech={form.selected?.name ?? form.t}
+            tech={frozenCompany?.contactName ?? form.selected?.name ?? form.t}
-            phone={form.phone}
+            phone={frozenCompany?.phone ?? form.phone}
             notes={form.notes}
             resolvedCompany={form.resolvedCompany}
             selectedVendor={form.selectedVendor}
+            frozenCompany={frozenCompany}
             saveError={form.saveError}
             onCompanyPick={form.handleCompanyPick}
             onPick={form.handlePick}

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

@@ -3,6 +3,11 @@ import type { LocationOption, WorkOrderUser } from "@/domain/work-orders/types/w
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
 import { applyAssignedToTableSave } from "@/domain/work-orders/utils/work-order-feedback-toasts";
 import { isWorkOrderCompletionSurfaceReadOnly } from "@/domain/work-orders/utils/work-order-lock";
+import {
+  effectiveAdditionalContacts,
+  effectivePoc,
+  effectiveSite,
+} from "@/domain/work-orders/utils/effective-completion-snapshot";
 import { saveExistingRowType } from "./save-existing-row-type";
 import { AssignedToCell } from "./cells/assigned-to-cell";
 import { DateCell } from "./cells/date-cell";
@@ -45,6 +50,9 @@ export function WoTableRowCells({
 }: WoTableRowCellsProps) {
   const hasSchedule =
     Boolean(row.scheduledOn) || Boolean(row.targetWeek) || Boolean(row.scheduleEnd);
+  const frozenSite = effectiveSite(row);
+  const poc = effectivePoc(row);
+  const primaryPoc = poc.contacts[0];
 
   return (
     <>
@@ -54,18 +62,19 @@ export function WoTableRowCells({
         onClick={(e) => e.stopPropagation()}
       >
         <SiteCell
-          value={row.site}
+          value={frozenSite?.code ?? row.site}
-          location={row.location}
+          location={frozenSite?.label ?? row.location}
           locationId={row.locationId}
           city={sitePlace?.city}
           state={sitePlace?.state}
-          pocName={row.pocName}
+          pocName={primaryPoc?.name ?? ""}
-          pocPhone={row.pocPhone}
+          pocPhone={primaryPoc?.phone ?? ""}
-          pocNotes={row.pocNotes}
+          pocNotes={poc.notes ?? ""}
-          additionalContacts={row.additionalContacts}
+          additionalContacts={effectiveAdditionalContacts(row)}
           sites={sites}
           q={search}
           viewOnly={viewOnly}
+          frozenSite={frozenSite}
           onSave={(p) =>
             onPatchRow({
               site: p.site,

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

@@ -11,6 +11,7 @@ import { VendorCell } from "./cells/vendor-cell";
 import { EMPTY_UPLIFT_SUMMARY } from "@/domain/work-orders/types/work-order-uplift";
 import { canOpenUpliftsDialog } from "@/domain/work-orders/utils/uplift-display-utils";
 import { applyVendorTableSave } from "@/domain/work-orders/utils/work-order-feedback-toasts";
+import { effectiveCompany } from "@/domain/work-orders/utils/effective-completion-snapshot";
 import type { WoTableRowHandlers } from "./wo-table-row";
 
 type WoTableRowServiceCellsProps = {
@@ -36,6 +37,8 @@ export function WoTableRowServiceCells({
   handlers,
   onPatchRow,
 }: WoTableRowServiceCellsProps) {
+  const company = effectiveCompany(row);
+
   return (
     <>
       <td
@@ -71,12 +74,13 @@ export function WoTableRowServiceCells({
       >
         <VendorCell
           vendorId={row.vendorId}
-          company={row.company}
+          company={company.name ?? row.company}
-          tech={row.tech}
+          tech={company.contactName ?? row.tech}
-          techPhone={row.techPhone}
+          techPhone={company.phone ?? row.techPhone}
           vendors={vendors}
           q={search}
           viewOnly={viewOnly}
+          frozenCompany={row.status === "Completed" ? row.frozenCompany : undefined}
           onSave={(p) => applyVendorTableSave(handlers.onPatch, row.id, p)}
         />
       </td>

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

@@ -7,6 +7,7 @@ import type {
 } from "@/domain/work-orders/types/work-order";
 import type { WorkOrderTablePatchFn } from "@/domain/work-orders/use-cases/use-work-order-table-mutations";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
+import { effectiveSitePlace } from "@/domain/work-orders/utils/effective-completion-snapshot";
 import { DuplicateWoNumberDialog } from "@/app/(protected)/workorders/_components/list/duplicate-wo-number-dialog";
 import { WoTableSkeleton } from "@/app/(protected)/workorders/_components/loading/wo-table-skeleton";
 import { WoDayPaginationFooter } from "./wo-day-pagination-footer";
@@ -136,7 +137,9 @@ export function WoTable({
       allRows={tableData.rows}
       users={users}
       sites={sites}
-      sitePlace={resolveSitePlace(row.locationId, row.site, sitePlaceLookups)}
+      sitePlace={
+        effectiveSitePlace(row) ?? resolveSitePlace(row.locationId, row.site, sitePlaceLookups)
+      }
       vendors={vendors}
       pmTypes={pmTypes}
       search={tableData.search}

src/app/(protected)/workorders/_hooks/create-comp-doc-dialog-actions.ts

@@ -39,6 +39,7 @@ type CreateCompDocDialogActionsParams = {
   site: CompDocSite;
   locId: string;
   isMockLocation: boolean;
+  isSiteFrozen: boolean;
   locationDetail: Location | undefined;
   queryClient: QueryClient;
   onSave: (data: CompDocData, status: CompDocSaveStatus) => void | Promise<void>;
@@ -58,6 +59,7 @@ export function createCompDocDialogActions({
   site,
   locId,
   isMockLocation,
+  isSiteFrozen,
   locationDetail,
   queryClient,
   onSave,
@@ -79,7 +81,7 @@ export function createCompDocDialogActions({
     const next = editAddress.trim();
     const current = buildCompDocAddressLine(site);
     if (next === current) return;
-    if (isMockLocation || !locId) return;
+    if (isSiteFrozen || isMockLocation || !locId) return;
     if (!locationDetail) {
       throw new Error("Location details are still loading. Try saving again.");
     }

src/app/(protected)/workorders/_hooks/use-comp-doc-dialog.ts

@@ -15,6 +15,11 @@ import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-ta
 import { getMockWoWizardLocationDetail } from "@/domain/work-orders/mocks/wo-wizard-mock-data";
 import { resolveCompDocSite } from "@/domain/work-orders/utils/completion-doc-site";
 import { DOC_STATE_CFG, docStateOf } from "@/domain/work-orders/utils/completion-doc-state";
+import {
+  effectiveCompany,
+  effectivePoc,
+  effectiveSite,
+} from "@/domain/work-orders/utils/effective-completion-snapshot";
 
 type UseCompDocDialogParams = {
   row: WorkOrderTableRow;
@@ -34,8 +39,9 @@ export function useCompDocDialog({
   const queryClient = useQueryClient();
   const locId = String(row.locationId || "");
   const isMockLocation = locId.startsWith("mock-");
+  const frozenSite = effectiveSite(row);
   const { data: apiLocationDetail } = useLocationDetail(
-    isMockLocation || !locId ? undefined : locId,
+    frozenSite != null || isMockLocation || !locId ? undefined : locId,
   );
   const locationDetail = isMockLocation ? getMockWoWizardLocationDetail(locId) : apiLocationDetail;
   const site = useMemo(() => resolveCompDocSite(row, locationDetail), [row, locationDetail]);
@@ -75,22 +81,33 @@ export function useCompDocDialog({
       return;
     }
 
-    const awaitingLocation = Boolean(locId) && !isMockLocation && !locationDetail;
+    const awaitingLocation =
+      frozenSite == null && Boolean(locId) && !isMockLocation && !locationDetail;
     if (awaitingLocation) {
       return;
     }
 
     setEditAddress(buildCompDocAddressLine(resolveCompDocSite(row, locationDetail)));
     addressSeededRef.current = true;
-  }, [open, row, data?.notes, data?.generatedAt, locationDetail, locId, isMockLocation]);
+  }, [
+    open,
+    row,
+    data?.notes,
+    data?.generatedAt,
+    locationDetail,
+    locId,
+    isMockLocation,
+    frozenSite,
+  ]);
 
   const handleAddressChange = (value: string) => {
     addressTouchedRef.current = true;
     setEditAddress(value);
   };
 
-  const amazonRep = row.pocName || "";
+  const company = effectiveCompany(row);
-  const seaRep = row.tech || "";
+  const amazonRep = effectivePoc(row).contacts[0]?.name || "";
+  const seaRep = company.contactName || "";
   const cfg = DOC_STATE_CFG[docState];
   const isNotRequired = docState === "not-required";
   const isGenerated = docState === "generated";
@@ -104,6 +121,9 @@ export function useCompDocDialog({
     dateCompleted: editDateCompleted,
     amazonRep,
     seaRep,
+    siteCode: site.code,
+    tech: company.contactName || "",
+    company: company.name || "",
   };
 
   const previewSite = useMemo(
@@ -129,6 +149,7 @@ export function useCompDocDialog({
     site,
     locId,
     isMockLocation,
+    isSiteFrozen: frozenSite != null,
     locationDetail,
     queryClient,
     onSave,

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

@@ -9,6 +9,9 @@ import {
 } from "@/domain/work-orders/types/work-order-board";
 import type {
   CompletionDocStatus,
+  WorkOrderFrozenCompany,
+  WorkOrderFrozenPoc,
+  WorkOrderFrozenSite,
   WorkOrderTableRow,
   WorkOrderUpliftSummary,
 } from "@/domain/work-orders/types/work-order-table-row";
@@ -271,6 +274,55 @@ function readPrimaryDispatchStatus(item: Record<string, unknown>): string {
   return readString(item, "primaryDispatchStatus", "PrimaryDispatchStatus");
 }
 
+function readFrozenSite(item: Record<string, unknown>): WorkOrderFrozenSite | undefined {
+  const source = asRecord(item.frozenSite ?? item.FrozenSite);
+  if (Object.keys(source).length === 0) return undefined;
+  return {
+    code: readString(source, "code", "Code"),
+    label: readString(source, "label", "Label"),
+    address: readString(source, "address", "Address"),
+    city: readString(source, "city", "City"),
+    state: readString(source, "state", "State"),
+    zip: readString(source, "zip", "Zip"),
+    phone: readString(source, "phone", "Phone"),
+    email: readString(source, "email", "Email"),
+    maps: readString(source, "maps", "Maps"),
+  };
+}
+
+function readFrozenCompany(item: Record<string, unknown>): WorkOrderFrozenCompany | undefined {
+  const source = asRecord(item.frozenCompany ?? item.FrozenCompany);
+  if (Object.keys(source).length === 0) return undefined;
+  return {
+    name: readString(source, "name", "Name"),
+    contactName: readString(source, "contactName", "ContactName"),
+    address: readString(source, "address", "Address"),
+    city: readString(source, "city", "City"),
+    state: readString(source, "state", "State"),
+    zip: readString(source, "zip", "Zip"),
+    phone: readString(source, "phone", "Phone"),
+    email: readString(source, "email", "Email"),
+    maps: readString(source, "maps", "Maps"),
+  };
+}
+
+function readFrozenPoc(item: Record<string, unknown>): WorkOrderFrozenPoc | undefined {
+  const source = asRecord(item.frozenPoc ?? item.FrozenPoc);
+  if (Object.keys(source).length === 0) return undefined;
+  const rawContacts = source.contacts ?? source.Contacts;
+  const contacts = Array.isArray(rawContacts)
+    ? rawContacts.map(asRecord).map((contact) => ({
+        name: readString(contact, "name", "Name"),
+        phone: readString(contact, "phone", "Phone"),
+        notes: readString(contact, "notes", "Notes"),
+      }))
+    : [];
+  return {
+    contacts,
+    notes: readString(source, "notes", "Notes"),
+  };
+}
+
 export function mapWorkOrderTableRow(raw: unknown): WorkOrderTableRow {
   const item = asRecord(raw);
   const scheduledOn = toDateInputValue(
@@ -364,6 +416,9 @@ export function mapWorkOrderTableRow(raw: unknown): WorkOrderTableRow {
     pocPhone: readString(item, "pocPhone", "PocPhone", "POCPhone"),
     pocNotes: readString(item, "pocNotes", "PocNotes", "POCNotes"),
     additionalContacts: readAdditionalContacts(item),
+    frozenSite: readFrozenSite(item),
+    frozenCompany: readFrozenCompany(item),
+    frozenPoc: readFrozenPoc(item),
     dueDate: toDateInputValue(readString(item, "dueDate", "DueDate")),
     rescheduleCount: readNumber(item, "rescheduleCount", "RescheduleCount") ?? 0,
     carriedOver: readNumber(item, "carriedOver", "CarriedOver") ?? 0,

src/domain/work-orders/types/completion-doc.ts

@@ -14,6 +14,9 @@ export interface DocFields {
   dateCompleted: string;
   amazonRep: string;
   seaRep: string;
+  siteCode: string;
+  tech: string;
+  company: string;
 }
 
 export type DocState = "draft" | "generated" | "not-required";
@@ -31,12 +34,15 @@ export interface CompletionDocStateConfig {
 }
 
 export interface CompDocSiteInfo {
+  code: string;
   street: string;
   city: string;
   state: string;
   zip: string;
   label: string;
   fullAddress: string;
+  tech: string;
+  company: string;
 }
 
 export type CompDocSaveStatus = Exclude<CompletionDocStatus, "">;

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

@@ -1,6 +1,11 @@
 import type { DateRangeKey } from "./work-order-advanced-filters";
 import type { WorkOrderAdditionalContact } from "./work-order-additional-contact";
-import type { WorkOrderTableRow } from "./work-order-table-row";
+import type {
+  WorkOrderFrozenCompany,
+  WorkOrderFrozenPoc,
+  WorkOrderFrozenSite,
+  WorkOrderTableRow,
+} from "./work-order-table-row";
 import type { WizardWOStatus, WOType } from "./work-order-wizard";
 
 /** Numeric WorkOrderType enum as expected by POST /workorders/board (no string enums). */
@@ -173,6 +178,9 @@ export interface WorkOrderBoardRowApi {
   pocPhone?: string | null;
   pocNotes?: string | null;
   additionalContacts?: WorkOrderAdditionalContact[] | null;
+  frozenSite?: WorkOrderFrozenSite | null;
+  frozenCompany?: WorkOrderFrozenCompany | null;
+  frozenPoc?: WorkOrderFrozenPoc | null;
   lifecycleStatus?: number | null;
   lifecycleStatusLabel?: string | null;
   legacyStatus?: string | null;

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

@@ -13,6 +13,35 @@ export type WorkOrderUpliftSummary = {
   primaryStatus?: string;
 };
 
+export type WorkOrderFrozenSite = {
+  code?: string;
+  label?: string;
+  address?: string;
+  city?: string;
+  state?: string;
+  zip?: string;
+  phone?: string;
+  email?: string;
+  maps?: string;
+};
+
+export type WorkOrderFrozenCompany = {
+  name?: string;
+  contactName?: string;
+  address?: string;
+  city?: string;
+  state?: string;
+  zip?: string;
+  phone?: string;
+  email?: string;
+  maps?: string;
+};
+
+export type WorkOrderFrozenPoc = {
+  contacts: { name?: string; phone?: string; notes?: string }[];
+  notes?: string;
+};
+
 export interface WorkOrderTableRow {
   id: string | number;
   woNumber: string;
@@ -49,6 +78,9 @@ export interface WorkOrderTableRow {
   pocPhone: string;
   pocNotes: string;
   additionalContacts: WorkOrderAdditionalContact[];
+  frozenSite?: WorkOrderFrozenSite;
+  frozenCompany?: WorkOrderFrozenCompany;
+  frozenPoc?: WorkOrderFrozenPoc;
   dueDate: string;
   rescheduleCount: number;
   carriedOver: number;

src/domain/work-orders/utils/completion-doc-html.ts

@@ -75,11 +75,11 @@ export function buildDocHtml(
     <div class="rule"></div>
     <h1>${esc(serviceTitle(row).toUpperCase())}</h1>
     <p style="margin:2px 0;" class="wo">WO# ${esc(row.woNumber)}</p>
-    <p style="margin:14px 0 0;">Site ID — ${esc(row.site)}</p>
+    <p style="margin:14px 0 0;">Site ID — ${esc(fields.siteCode)}</p>
-    <p style="margin:2px 0;">Amazon.com Services LLC ${esc(row.site)}</p>
+    <p style="margin:2px 0;">Amazon.com Services LLC ${esc(fields.siteCode)}</p>
     <p style="margin:2px 0;" class="muted">${esc(fields.street)},</p>
     <p style="margin:2px 0;" class="muted">${esc(cityStateZip)}</p>
-    <p style="margin:14px 0 4px;"><b>Vendor / Technician:</b> ${esc(row.tech || "—")}${row.company ? ` &middot; ${esc(row.company)}` : ""}</p>
+    <p style="margin:14px 0 4px;"><b>Vendor / Technician:</b> ${esc(fields.tech || "—")}${fields.company ? ` &middot; ${esc(fields.company)}` : ""}</p>
     <ul style="padding-left:20px;">${safety}</ul>
     ${completedBlock}
     <h3 style="margin:16px 0 4px;">${esc(proc.heading)}:</h3>

src/domain/work-orders/utils/completion-doc-site.ts

@@ -1,31 +1,87 @@
 import type { Location } from "@/domain/locations/types/location";
 import type { CompDocSiteInfo } from "@/domain/work-orders/types/completion-doc";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
+import {
+  effectiveCompany,
+  effectiveSite,
+} from "@/domain/work-orders/utils/effective-completion-snapshot";
+
+type CompDocAddress = Pick<
+  CompDocSiteInfo,
+  "street" | "city" | "state" | "zip" | "label" | "fullAddress"
+>;
+
+type CompDocIdentityRow = Pick<WorkOrderTableRow, "site" | "location" | "status" | "frozenSite"> &
+  Partial<Pick<WorkOrderTableRow, "company" | "tech" | "techPhone" | "frozenCompany">>;
 
 function buildLabel(city?: string, state?: string): string {
   return [city, state].filter(Boolean).join(", ");
 }
 
-export function resolveCompDocSite(
+function toCompDocAddress(
-  row: Pick<WorkOrderTableRow, "site" | "location">,
+  street: string,
-  location?: Location | null,
+  city: string,
-): CompDocSiteInfo {
+  state: string,
-  if (location?.address || location?.city) {
+  zip: string,
-    const city = location.city ?? "";
+): CompDocAddress {
-    const state = location.state ?? "";
+  const label = buildLabel(city, state);
-    const zip = location.zipCode ?? "";
+  const fullAddress = [street, label, zip].filter(Boolean).join(", ") || "—";
-    const label = buildLabel(city, state);
+  return { street, city, state, zip, label, fullAddress };
-    const street = location.address ?? "";
+}
-    const fullAddress = [street, label, zip].filter(Boolean).join(", ") || "—";
-    return { street, city, state, zip, label, fullAddress };
-  }
 
-  const locationParts = row.location.split(",").map((s) => s.trim());
+function withCompDocIdentity(address: CompDocAddress, row: CompDocIdentityRow): CompDocSiteInfo {
+  const frozen = effectiveSite(row);
+  const company = effectiveCompany({
+    status: row.status,
+    company: row.company ?? "",
+    tech: row.tech ?? "",
+    techPhone: row.techPhone ?? "",
+    frozenCompany: row.frozenCompany,
+  });
+  return {
+    ...address,
+    code: frozen?.code ?? row.site,
+    tech: company.contactName ?? "",
+    company: company.name ?? "",
+  };
+}
+
+function resolveLiveLocationSite(location: Location): CompDocAddress {
+  return toCompDocAddress(
+    location.address ?? "",
+    location.city ?? "",
+    location.state ?? "",
+    location.zipCode ?? "",
+  );
+}
+
+function resolveRowLocationSite(row: Pick<WorkOrderTableRow, "location">): CompDocAddress {
+  const locationParts = row.location.split(",").map((part) => part.trim());
   const city = locationParts[0] ?? "";
   const state = locationParts[1] ?? "";
   const label = buildLabel(city, state);
   const street = row.location && !label ? row.location : "";
-  const fullAddress = [street, label].filter(Boolean).join(", ") || "—";
+  return toCompDocAddress(street, city, state, "");
-
+}
-  return { street, city, state, zip: "", label, fullAddress };
+
+export function resolveCompDocSite(
+  row: CompDocIdentityRow,
+  location?: Location | null,
+): CompDocSiteInfo {
+  const frozen = effectiveSite(row);
+  if (frozen != null) {
+    return withCompDocIdentity(
+      toCompDocAddress(
+        frozen.address ?? "",
+        frozen.city ?? "",
+        frozen.state ?? "",
+        frozen.zip ?? "",
+      ),
+      row,
+    );
+  }
+  if (location?.address || location?.city) {
+    return withCompDocIdentity(resolveLiveLocationSite(location), row);
+  }
+  return withCompDocIdentity(resolveRowLocationSite(row), row);
 }

src/domain/work-orders/utils/effective-completion-snapshot.ts

@@ -0,0 +1,68 @@
+import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
+import type {
+  WorkOrderFrozenCompany,
+  WorkOrderFrozenPoc,
+  WorkOrderFrozenSite,
+  WorkOrderTableRow,
+} from "@/domain/work-orders/types/work-order-table-row";
+
+type SiteSnapshotRow = Pick<WorkOrderTableRow, "status" | "frozenSite">;
+type CompanySnapshotRow = Pick<
+  WorkOrderTableRow,
+  "status" | "company" | "tech" | "techPhone" | "frozenCompany"
+>;
+type PocSnapshotRow = Pick<
+  WorkOrderTableRow,
+  "status" | "pocName" | "pocPhone" | "pocNotes" | "frozenPoc"
+> & {
+  additionalContacts?: WorkOrderTableRow["additionalContacts"];
+};
+
+export function effectiveSite(row: SiteSnapshotRow): WorkOrderFrozenSite | undefined {
+  if (row.status === "Completed" && row.frozenSite != null) return row.frozenSite;
+  return undefined;
+}
+
+export function effectiveSitePlace(row: SiteSnapshotRow): {
+  city: string;
+  state: string;
+} | null {
+  const frozen = effectiveSite(row);
+  if (frozen == null) return null;
+  return { city: frozen.city ?? "", state: frozen.state ?? "" };
+}
+
+export function effectiveCompany(row: CompanySnapshotRow): WorkOrderFrozenCompany {
+  if (row.status === "Completed" && row.frozenCompany != null) return row.frozenCompany;
+  return {
+    name: row.company,
+    contactName: row.tech,
+    phone: row.techPhone,
+  };
+}
+
+export function effectivePoc(row: PocSnapshotRow): WorkOrderFrozenPoc {
+  if (row.status === "Completed" && row.frozenPoc != null) return row.frozenPoc;
+  return {
+    contacts: [
+      { name: row.pocName, phone: row.pocPhone },
+      ...(row.additionalContacts ?? []).map((contact) => ({
+        name: contact.name,
+        phone: contact.phone,
+        notes: contact.notes,
+      })),
+    ],
+    notes: row.pocNotes,
+  };
+}
+
+export function effectiveAdditionalContacts(row: PocSnapshotRow): WorkOrderAdditionalContact[] {
+  if (row.status === "Completed" && row.frozenPoc != null) {
+    return row.frozenPoc.contacts.slice(1).map((contact) => ({
+      name: contact.name ?? "",
+      phone: contact.phone ?? "",
+      notes: contact.notes ?? "",
+    }));
+  }
+  return row.additionalContacts ?? [];
+}

src/test/app/(protected)/workorders/use-comp-doc-dialog-address-seed.test.tsx

@@ -9,11 +9,16 @@ import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-ta
 const locationDetailState = vi.hoisted(() => ({
   data: undefined as Location | undefined,
 }));
+const updateLocation = vi.hoisted(() => vi.fn());
 
 vi.mock("@/domain/locations/use-cases/use-location-detail", () => ({
   useLocationDetail: () => ({ data: locationDetailState.data }),
 }));
 
+vi.mock("@/domain/locations/api/locations-api", () => ({
+  locationsApi: { update: updateLocation },
+}));
+
 function baseRow(overrides: Partial<WorkOrderTableRow> = {}): WorkOrderTableRow {
   const defaults: WorkOrderTableRow = {
     id: 42,
@@ -80,6 +85,7 @@ function wrapper({ children }: { children: ReactNode }) {
 describe("useCompDocDialog address seeding", () => {
   beforeEach(() => {
     locationDetailState.data = undefined;
+    updateLocation.mockReset();
   });
 
   it("seeds address from the first authoritative locationDetail without locking on the empty fallback", async () => {
@@ -153,4 +159,39 @@ describe("useCompDocDialog address seeding", () => {
 
     expect(result.current.editAddress).toBe("Dispatcher typed address");
   });
+
+  it("does not update the live location when a completed work order uses a frozen site", async () => {
+    const onSave = vi.fn().mockResolvedValue(undefined);
+    const row = baseRow({
+      status: "Completed",
+      frozenSite: {
+        address: "100 Frozen Ave",
+        city: "Chicago",
+        state: "IL",
+        zip: "60601",
+      },
+    });
+    const { result } = renderHook(
+      () =>
+        useCompDocDialog({
+          row,
+          open: true,
+          onSave,
+        }),
+      { wrapper },
+    );
+
+    await waitFor(() => {
+      expect(result.current.editAddress).toBe("100 Frozen Ave");
+    });
+    act(() => {
+      result.current.setEditAddress("Edited document address");
+    });
+    await act(async () => {
+      await result.current.handleSaveDraft();
+    });
+
+    expect(updateLocation).not.toHaveBeenCalled();
+    expect(onSave).toHaveBeenCalledWith(expect.any(Object), "No");
+  });
 });

src/test/app/(protected)/workorders/use-site-dialog-state.test.tsx

@@ -5,19 +5,31 @@ import type { Location } from "@/domain/locations/types/location";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
 
 const detailById = new Map<string, Location>();
+const requestedDetailIds: Array<string | undefined> = [];
+const EMPTY_CONTACTS: [] = [];
 
 vi.mock("@/domain/locations/use-cases/use-location-detail", () => ({
-  useLocationDetail: (id: string | undefined) => ({
+  useLocationDetail: (id: string | undefined) => {
-    data: id && detailById.has(id) ? detailById.get(id) : undefined,
+    requestedDetailIds.push(id);
-    isLoading: Boolean(id && !detailById.has(id)),
+    return {
-    isError: false,
+      data: id && detailById.has(id) ? detailById.get(id) : undefined,
-  }),
+      isLoading: Boolean(id && !detailById.has(id)),
+      isError: false,
+    };
+  },
 }));
 
 const SITES: LocationOption[] = [
   { id: "loc-1", name: "BK5 · Dallas", siteCode: "BK5", city: "Dallas", state: "TX" },
   { id: "loc-2", name: "SEA1 · Seattle", siteCode: "SEA1", city: "Seattle", state: "WA" },
 ];
+const FROZEN_SITE = {
+  label: "BK5 · Frozen",
+  address: "100 Frozen Ave",
+  city: "Chicago",
+  state: "IL",
+  zip: "60601",
+};
 
 function locationDetail(id: string, contact: string, phone: string): Location {
   return {
@@ -42,7 +54,7 @@ function renderSiteDialogState() {
       pocName: "",
       pocPhone: "",
       pocNotes: "",
-      additionalContacts: [],
+      additionalContacts: EMPTY_CONTACTS,
       sites: SITES,
       createMode: true,
       onSave: vi.fn(),
@@ -53,6 +65,7 @@ function renderSiteDialogState() {
 describe("useSiteDialogState POC autofill", () => {
   beforeEach(() => {
     detailById.clear();
+    requestedDetailIds.length = 0;
   });
 
   it("preserves POC typed before deferred location detail resolves", () => {
@@ -110,4 +123,30 @@ describe("useSiteDialogState POC autofill", () => {
     expect(result.current.pn).toBe("Contact B");
     expect(result.current.pp).toBe("222-222-2222");
   });
+
+  it("does not request live location detail when a frozen site is provided", () => {
+    const { result } = renderHook(() =>
+      useSiteDialogState({
+        open: true,
+        onOpenChange: vi.fn(),
+        value: "BK5",
+        locationId: "loc-1",
+        pocName: "Frozen POC",
+        pocPhone: "111",
+        pocNotes: "",
+        additionalContacts: EMPTY_CONTACTS,
+        sites: SITES,
+        createMode: false,
+        frozenSite: FROZEN_SITE,
+        onSave: vi.fn(),
+      }),
+    );
+
+    expect(requestedDetailIds).not.toContain("loc-1");
+    expect(result.current.locationDetail).toMatchObject({
+      address: "100 Frozen Ave",
+      city: "Chicago",
+      state: "IL",
+    });
+  });
 });

src/test/app/(protected)/workorders/vendor-dialog-frozen-company.test.tsx

@@ -0,0 +1,90 @@
+import { render, screen } from "@testing-library/react";
+import { describe, expect, it } from "vitest";
+import { VendorDialogBody } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-body";
+import { VendorDialogCompanyCard } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-company-card";
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+
+const LIVE_VENDOR: VendorDropdownItem = {
+  id: 10,
+  companyName: "Live Vendor",
+  contactName: "Live Contact",
+  tradeSpecialties: "Live Trade",
+  address: "900 Live St",
+  distanceMiles: 12,
+  email: "live@example.com",
+};
+
+describe("VendorDialogCompanyCard completion snapshot", () => {
+  it("does not fill missing frozen fields from the live vendor registry", () => {
+    render(
+      <VendorDialogCompanyCard
+        company="Frozen Vendor"
+        vendor={LIVE_VENDOR}
+        frozenCompany={{ name: "Frozen Vendor" }}
+      />,
+    );
+
+    expect(screen.getByText("Frozen Vendor")).toBeInTheDocument();
+    expect(screen.queryByText("Live Contact")).not.toBeInTheDocument();
+    expect(screen.queryByText("Live Trade")).not.toBeInTheDocument();
+    expect(screen.queryByText("live@example.com")).not.toBeInTheDocument();
+    expect(screen.queryByRole("link", { name: /open in google maps/i })).not.toBeInTheDocument();
+  });
+
+  it("renders the complete frozen address instead of the live vendor address", () => {
+    render(
+      <VendorDialogCompanyCard
+        company="Frozen Vendor"
+        vendor={LIVE_VENDOR}
+        frozenCompany={{
+          name: "Frozen Vendor",
+          address: "200 Vendor Ave",
+          city: "Chicago",
+          state: "IL",
+          zip: "60602",
+        }}
+      />,
+    );
+
+    expect(screen.getByText("200 Vendor Ave, Chicago, IL, 60602")).toBeInTheDocument();
+    expect(screen.queryByText("900 Live St")).not.toBeInTheDocument();
+  });
+
+  it("shows the frozen technician instead of a renamed live roster contact", () => {
+    render(
+      <VendorDialogBody
+        selectedCompany="Frozen Vendor"
+        companyOptions={[{ key: "Frozen Vendor", label: "Frozen Vendor" }]}
+        selectedKey={String(LIVE_VENDOR.id)}
+        technicianOptions={[
+          {
+            key: String(LIVE_VENDOR.id),
+            label: LIVE_VENDOR.contactName,
+            name: LIVE_VENDOR.contactName,
+            company: LIVE_VENDOR.companyName,
+            phone: "",
+            vendor: LIVE_VENDOR,
+          },
+        ]}
+        anchorCompanyName="Frozen Vendor"
+        companyVendorForAdd={LIVE_VENDOR}
+        tech="Frozen Tech"
+        phone="111"
+        notes=""
+        resolvedCompany="Frozen Vendor"
+        selectedVendor={LIVE_VENDOR}
+        frozenCompany={{ name: "Frozen Vendor", contactName: "Frozen Tech", phone: "111" }}
+        saveError={null}
+        onCompanyPick={() => undefined}
+        onPick={() => undefined}
+        onPhoneChange={() => undefined}
+        onNotesChange={() => undefined}
+        onTechnicianCreated={() => undefined}
+      />,
+    );
+
+    expect(screen.getAllByText("Frozen Tech").length).toBeGreaterThan(0);
+    expect(screen.queryByText("Live Contact")).not.toBeInTheDocument();
+    expect(screen.queryByRole("button", { name: /\+ add technician/i })).not.toBeInTheDocument();
+  });
+});

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

@@ -186,3 +186,45 @@ describe("mapWorkOrderTableRow carry-over fields", () => {
     expect(group.items.map((item) => item.id)).toEqual([42]);
   });
 });
+
+describe("mapWorkOrderTableRow completion snapshot", () => {
+  it("maps frozen site, company, and POC payloads", () => {
+    const row = mapWorkOrderTableRow({
+      id: 191,
+      lifecycleStatus: 7,
+      frozenSite: { code: "BK5", label: "BK5 Chicago", city: "Chicago", state: "IL" },
+      frozenCompany: { name: "Frozen Co", contactName: "Frozen Tech", phone: "111" },
+      frozenPoc: {
+        contacts: [{ name: "Frozen POC", phone: "222" }],
+        notes: "Call first",
+      },
+    });
+
+    expect(row.frozenSite).toMatchObject({ code: "BK5", city: "Chicago", state: "IL" });
+    expect(row.frozenCompany).toMatchObject({
+      name: "Frozen Co",
+      contactName: "Frozen Tech",
+      phone: "111",
+    });
+    expect(row.frozenPoc).toEqual({
+      contacts: [{ name: "Frozen POC", phone: "222", notes: "" }],
+      notes: "Call first",
+    });
+  });
+
+  it("maps frozen POC contact notes when the payload supplies them", () => {
+    const row = mapWorkOrderTableRow({
+      id: 192,
+      lifecycleStatus: 7,
+      frozenPoc: {
+        contacts: [{ name: "Frozen POC", phone: "222", notes: "Gate code 9" }],
+        notes: "Call first",
+      },
+    });
+
+    expect(row.frozenPoc).toEqual({
+      contacts: [{ name: "Frozen POC", phone: "222", notes: "Gate code 9" }],
+      notes: "Call first",
+    });
+  });
+});

src/test/domain/work-orders/utils/completion-doc-site.test.ts

@@ -0,0 +1,62 @@
+import { describe, expect, it } from "vitest";
+import { resolveCompDocSite } from "@/domain/work-orders/utils/completion-doc-site";
+
+describe("resolveCompDocSite", () => {
+  it("prefers a completed work order snapshot over conflicting live location data", () => {
+    const result = resolveCompDocSite(
+      {
+        site: "BK5",
+        location: "Live City, WI",
+        status: "Completed",
+        company: "Live Co",
+        tech: "Live Tech",
+        frozenSite: {
+          code: "FROZEN",
+          address: "100 Frozen Ave",
+          city: "Chicago",
+          state: "IL",
+          zip: "60601",
+        },
+        frozenCompany: { name: "Frozen Co", contactName: "Frozen Tech" },
+      },
+      {
+        address: "900 Live St",
+        city: "Milwaukee",
+        state: "WI",
+        zipCode: "53202",
+      },
+    );
+
+    expect(result).toEqual({
+      code: "FROZEN",
+      street: "100 Frozen Ave",
+      city: "Chicago",
+      state: "IL",
+      zip: "60601",
+      label: "Chicago, IL",
+      fullAddress: "100 Frozen Ave, Chicago, IL, 60601",
+      tech: "Frozen Tech",
+      company: "Frozen Co",
+    });
+  });
+
+  it("keeps using the live location for an open work order", () => {
+    const result = resolveCompDocSite(
+      {
+        site: "BK5",
+        location: "Old City, IL",
+        status: "Scheduled",
+        frozenSite: { address: "100 Frozen Ave", city: "Chicago", state: "IL" },
+      },
+      {
+        address: "900 Live St",
+        city: "Milwaukee",
+        state: "WI",
+        zipCode: "53202",
+      },
+    );
+
+    expect(result.street).toBe("900 Live St");
+    expect(result.label).toBe("Milwaukee, WI");
+  });
+});

src/test/domain/work-orders/utils/effective-completion-snapshot.test.ts

@@ -0,0 +1,116 @@
+import { describe, expect, it } from "vitest";
+import {
+  effectiveAdditionalContacts,
+  effectiveCompany,
+  effectivePoc,
+  effectiveSite,
+  effectiveSitePlace,
+} from "@/domain/work-orders/utils/effective-completion-snapshot";
+
+describe("effective completion snapshot", () => {
+  it("prefers frozen values for a completed work order", () => {
+    const frozenSite = { code: "BK5", city: "Chicago", state: "IL" };
+    expect(effectiveSite({ status: "Completed", frozenSite })).toEqual(frozenSite);
+    expect(effectiveSitePlace({ status: "Completed", frozenSite })).toEqual({
+      city: "Chicago",
+      state: "IL",
+    });
+
+    expect(
+      effectiveCompany({
+        status: "Completed",
+        company: "Live Co",
+        tech: "Live Tech",
+        techPhone: "222",
+        frozenCompany: { name: "Frozen Co", contactName: "Frozen Tech", phone: "111" },
+      }),
+    ).toMatchObject({ name: "Frozen Co", contactName: "Frozen Tech", phone: "111" });
+
+    expect(
+      effectivePoc({
+        status: "Completed",
+        pocName: "Live POC",
+        pocPhone: "222",
+        pocNotes: "live",
+        additionalContacts: [],
+        frozenPoc: {
+          contacts: [{ name: "Frozen POC", phone: "111" }],
+          notes: "frozen",
+        },
+      }),
+    ).toEqual({
+      contacts: [{ name: "Frozen POC", phone: "111" }],
+      notes: "frozen",
+    });
+  });
+
+  it("uses live values while open or when a completed snapshot is missing", () => {
+    expect(effectiveSite({ status: "Scheduled", frozenSite: { city: "Old" } })).toBeUndefined();
+    expect(effectiveSitePlace({ status: "Completed" })).toBeNull();
+    expect(
+      effectiveCompany({
+        status: "Scheduled",
+        company: "Live Co",
+        tech: "Live Tech",
+        techPhone: "222",
+        frozenCompany: { name: "Old Co" },
+      }),
+    ).toMatchObject({ name: "Live Co", contactName: "Live Tech", phone: "222" });
+    expect(
+      effectivePoc({
+        status: "Completed",
+        pocName: "Live POC",
+        pocPhone: "222",
+        pocNotes: "live",
+        additionalContacts: [{ name: "Backup", phone: "333", notes: "gate hours" }],
+      }),
+    ).toEqual({
+      contacts: [
+        { name: "Live POC", phone: "222" },
+        { name: "Backup", phone: "333", notes: "gate hours" },
+      ],
+      notes: "live",
+    });
+    expect(
+      effectiveAdditionalContacts({
+        status: "Scheduled",
+        pocName: "Live POC",
+        pocPhone: "222",
+        pocNotes: "live",
+        additionalContacts: [{ name: "Backup", phone: "333", notes: "gate hours" }],
+      }),
+    ).toEqual([{ name: "Backup", phone: "333", notes: "gate hours" }]);
+  });
+
+  it("keeps extra-contact notes on the open work-order path", () => {
+    expect(
+      effectiveAdditionalContacts({
+        status: "Scheduled",
+        pocName: "Primary",
+        pocPhone: "111",
+        pocNotes: "",
+        additionalContacts: [{ name: "Backup", phone: "333", notes: "gate hours" }],
+        frozenPoc: {
+          contacts: [
+            { name: "Frozen", phone: "000" },
+            { name: "Frozen Extra", phone: "999", notes: "ignored while open" },
+          ],
+        },
+      }),
+    ).toEqual([{ name: "Backup", phone: "333", notes: "gate hours" }]);
+  });
+
+  it("treats missing additional contacts as an empty live contact list", () => {
+    expect(
+      effectivePoc({
+        status: "Scheduled",
+        pocName: "Primary",
+        pocPhone: "111",
+        pocNotes: "",
+      }),
+    ).toEqual({
+      contacts: [{ name: "Primary", phone: "111" }],
+      notes: "",
+    });
+  });
+});