feat(work-orders): draft technician until vendor dialog save (SH-193) (#89)

* docs(work-orders): add pending BE contract checklist for design parity gaps

* feat(work-orders): add technician affordance in wo vendor dialog

* fix(work-orders): defer technician create until vendor dialog save

* docs(work-orders): align pr description with jira and qa residuals

* fix(vendors): harden draft technician optional field typing

* refactor(workorders): extract vendor dialog body footer and save hook

* fix(work-orders): coerce null company vendor for add-technician prop

* fix(work-orders): preserve draft technician staging on save [SH-193]

* fix(work-orders): select technicians by stable id [SH-193]

Keep selectedKey as explicit dialog state (SiteDialog pattern) so same-name drafts do not collide with existing vendors, and cover the regression with interaction tests.

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Alexandre Brandizzi <alex_brandizzi@hotmail.com>

src/app/(protected)/workorders/_components/list/table/cells/resolve-technician-key.ts

@@ -0,0 +1,36 @@
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+
+/**
+ * Board rows often have tech/company but no vendorId — resolve via vendors list.
+ * Prefers a stable vendor id over name+company matching.
+ */
+export function resolveTechnicianKey(
+  vendorId: string | number,
+  tech: string,
+  company: string,
+  vendors: VendorDropdownItem[],
+): string {
+  const idStr = vendorId !== "" && vendorId != null ? String(vendorId) : "";
+  if (idStr && vendors.some((vendor) => String(vendor.id) === idStr)) {
+    return idStr;
+  }
+  if (idStr && vendors.length === 0) {
+    return idStr;
+  }
+
+  const name = tech.trim();
+  if (!name) {
+    return idStr;
+  }
+
+  const byNameAndCompany =
+    vendors.find((vendor) => vendor.contactName === name && vendor.companyName === company) ??
+    vendors.find((vendor) => vendor.contactName === name);
+
+  if (byNameAndCompany) {
+    return String(byNameAndCompany.id);
+  }
+
+  // Orphan tech string used as option key when no vendor row matches (legacy board cells).
+  return idStr || name;
+}

src/app/(protected)/workorders/_components/list/table/cells/resolve-vendor-company-anchor.ts

@@ -0,0 +1,53 @@
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+
+type ResolveVendorCompanyAnchorInput = {
+  company: string;
+  resolvedCompany: string;
+  selectedVendor: VendorDropdownItem | undefined;
+  vendors: VendorDropdownItem[];
+};
+
+export function resolveVendorCompanyAnchor({
+  company,
+  resolvedCompany,
+  selectedVendor,
+  vendors,
+}: ResolveVendorCompanyAnchorInput): {
+  companyName: string;
+  companyVendor: VendorDropdownItem | null;
+} {
+  const companyName = resolvedCompany || company;
+  if (!companyName) {
+    return { companyName: "", companyVendor: null };
+  }
+
+  const companyVendor =
+    selectedVendor ??
+    vendors.find((vendor) => vendor.companyName === companyName) ??
+    ({
+      id: "",
+      companyName,
+      contactName: "",
+      tradeSpecialties: "",
+      address: "",
+      distanceMiles: null,
+    } satisfies VendorDropdownItem);
+
+  return { companyName, companyVendor };
+}
+
+export function mergeVendorDropdownItems(
+  vendors: VendorDropdownItem[],
+  addedVendors: VendorDropdownItem[],
+): VendorDropdownItem[] {
+  const byId = new Map<string, VendorDropdownItem>();
+  for (const vendor of vendors) {
+    if (vendor.id === "") continue;
+    byId.set(String(vendor.id), vendor);
+  }
+  for (const vendor of addedVendors) {
+    if (vendor.id === "") continue;
+    byId.set(String(vendor.id), vendor);
+  }
+  return Array.from(byId.values());
+}

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

@@ -0,0 +1,75 @@
+import { isDraftVendorId } from "@/domain/vendors/utils/draft-vendor";
+import { vendorToDropdownItem } from "@/domain/vendors/utils/vendor-to-dropdown-item";
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import type { VendorFormValues } from "@/domain/vendors/schemas/vendor-schema";
+import type { VendorPatch } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-types";
+import type { useCreateVendor } from "@/domain/vendors/use-cases/use-create-vendor";
+
+type UseVendorDialogSaveArgs = {
+  allVendors: VendorDropdownItem[];
+  pendingCreates: Record<string, VendorFormValues>;
+  selectedKey: string;
+  selectedVendor: VendorDropdownItem | undefined;
+  resolvedCompany: string;
+  anchorCompanyName: string;
+  tech: string;
+  phone: string;
+  createVendor: ReturnType<typeof useCreateVendor>;
+  onSave: (patch: VendorPatch) => void;
+  onOpenChange: (open: boolean) => void;
+  setSaveError: (error: string | null) => void;
+};
+
+export function useVendorDialogSave({
+  allVendors,
+  pendingCreates,
+  selectedKey,
+  selectedVendor,
+  resolvedCompany,
+  anchorCompanyName,
+  tech,
+  phone,
+  createVendor,
+  onSave,
+  onOpenChange,
+  setSaveError,
+}: UseVendorDialogSaveArgs) {
+  const resolveSaveVendor = () =>
+    allVendors.find((vendor) => String(vendor.id) === selectedKey) ??
+    allVendors.find(
+      (vendor) =>
+        vendor.contactName === tech &&
+        vendor.companyName === (resolvedCompany || anchorCompanyName),
+    ) ??
+    selectedVendor;
+
+  const handleSave = async () => {
+    setSaveError(null);
+    let saveVendor = resolveSaveVendor();
+    const pendingPayload = saveVendor ? pendingCreates[String(saveVendor.id)] : undefined;
+
+    if (saveVendor != null && isDraftVendorId(saveVendor.id) && pendingPayload) {
+      try {
+        const created = await createVendor.mutateAsync({
+          ...pendingPayload,
+          phone: phone.trim() || pendingPayload.phone,
+        });
+        saveVendor = vendorToDropdownItem(created);
+      } catch (error) {
+        const message = error instanceof Error ? error.message : "Failed to create technician";
+        setSaveError(message);
+        return;
+      }
+    }
+
+    onSave({
+      vendorId: saveVendor ? String(saveVendor.id) : "",
+      company: resolvedCompany || anchorCompanyName,
+      tech: saveVendor?.contactName ?? tech,
+      techPhone: phone,
+    });
+    onOpenChange(false);
+  };
+
+  return { handleSave };
+}

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

@@ -5,6 +5,7 @@ import { HoverChevron } from "./hover-chevron";
 import { VendorDialog, type VendorPatch } from "./vendor-dialog";
 
 type VendorCellProps = {
+  vendorId?: string | number;
   company: string;
   tech: string;
   techPhone?: string;
@@ -13,7 +14,15 @@ type VendorCellProps = {
   onSave: (patch: VendorPatch) => void;
 };
 
-export function VendorCell({ company, tech, techPhone, vendors, q, onSave }: VendorCellProps) {
+export function VendorCell({
+  vendorId = "",
+  company,
+  tech,
+  techPhone,
+  vendors,
+  q,
+  onSave,
+}: VendorCellProps) {
   const [open, setOpen] = useState(false);
   const hasAny = !!(tech || company);
 
@@ -46,6 +55,7 @@ export function VendorCell({ company, tech, techPhone, vendors, q, onSave }: Ven
       <VendorDialog
         open={open}
         onOpenChange={setOpen}
+        vendorId={vendorId}
         company={company}
         tech={tech}
         techPhone={techPhone}

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

@@ -0,0 +1,134 @@
+import { useState } from "react";
+import { Plus } from "lucide-react";
+import {
+  DLG_INPUT_CLS,
+  DLG_INPUT_STYLE,
+} from "@/app/(protected)/workorders/_components/wizard/wizard-input-styles";
+import { Button } from "@/components/ui/button";
+import { Text } from "@/components/ui/text";
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import { vendorSchema, type VendorFormValues } from "@/domain/vendors/schemas/vendor-schema";
+import { buildTechnicianCreatePayload } from "@/domain/vendors/utils/build-technician-create-payload";
+import { createDraftVendorDropdownItem } from "@/domain/vendors/utils/draft-vendor";
+import { FieldLabel } from "@/app/(protected)/workorders/_components/list/table/cells/dialog-field-label";
+
+type VendorDialogAddTechnicianProps = {
+  companyName: string;
+  companyVendor: VendorDropdownItem;
+  onCreated: (vendor: VendorDropdownItem, phone: string, payload: VendorFormValues) => void;
+};
+
+export function VendorDialogAddTechnician({
+  companyName,
+  companyVendor,
+  onCreated,
+}: VendorDialogAddTechnicianProps) {
+  const [expanded, setExpanded] = useState(false);
+  const [contactName, setContactName] = useState("");
+  const [phone, setPhone] = useState("");
+  const [error, setError] = useState<string | null>(null);
+
+  const resetForm = () => {
+    setContactName("");
+    setPhone("");
+    setError(null);
+  };
+
+  const handleAdd = () => {
+    const payload = buildTechnicianCreatePayload({
+      companyVendor,
+      contactName,
+      phone,
+    });
+    const parsed = vendorSchema.safeParse(payload);
+    if (!parsed.success) {
+      const fieldErrors = parsed.error.flatten().fieldErrors;
+      const message =
+        fieldErrors.contactName?.[0] ??
+        fieldErrors.phone?.[0] ??
+        fieldErrors.companyName?.[0] ??
+        "Enter a valid technician name";
+      setError(message);
+      return;
+    }
+
+    setError(null);
+    const draftItem = createDraftVendorDropdownItem(parsed.data);
+    onCreated(draftItem, parsed.data.phone || phone.trim(), parsed.data);
+    resetForm();
+    setExpanded(false);
+  };
+
+  if (!expanded) {
+    return (
+      <button
+        type="button"
+        onClick={() => setExpanded(true)}
+        className="flex items-center gap-1.5 text-[12px] font-medium transition-opacity hover:opacity-80"
+        style={{ color: "var(--color-primary)" }}
+      >
+        <Plus size={12} className="shrink-0" aria-hidden />+ Add technician
+      </button>
+    );
+  }
+
+  return (
+    <div
+      className="space-y-2 rounded-lg p-3"
+      style={{
+        background: "var(--color-bg-muted)",
+        border: "1px solid var(--color-border)",
+      }}
+    >
+      <Text as="p" variant="caption" sx={{ fontSize: 12, color: "var(--muted-foreground)" }}>
+        New technician for {companyName}
+      </Text>
+      <div>
+        <FieldLabel>Technician Name</FieldLabel>
+        <input
+          autoFocus
+          value={contactName}
+          onChange={(e) => setContactName(e.target.value)}
+          placeholder="Full name"
+          className={DLG_INPUT_CLS}
+          style={DLG_INPUT_STYLE}
+        />
+      </div>
+      <div>
+        <FieldLabel>Technician Phone</FieldLabel>
+        <input
+          type="tel"
+          value={phone}
+          onChange={(e) => setPhone(e.target.value)}
+          placeholder="(000) 000-0000"
+          className={DLG_INPUT_CLS}
+          style={DLG_INPUT_STYLE}
+        />
+      </div>
+      {Boolean(error) && (
+        <Text as="p" variant="caption" sx={{ fontSize: 11.5, color: "var(--color-destructive)" }}>
+          {error}
+        </Text>
+      )}
+      <div className="flex items-center justify-end gap-2 pt-1">
+        <Button
+          variant="ghost"
+          className="min-h-0 px-2 py-1 text-[12px]"
+          onClick={() => {
+            resetForm();
+            setExpanded(false);
+          }}
+        >
+          Cancel
+        </Button>
+        <Button
+          className="min-h-0 px-3 py-1 text-[12px]"
+          disabled={contactName.trim() === ""}
+          onClick={handleAdd}
+        >
+          Add
+        </Button>
+      </div>
+    </div>
+  );
+}

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

@@ -0,0 +1,121 @@
+import { Wrench } from "lucide-react";
+import {
+  DLG_INPUT_CLS,
+  DLG_INPUT_STYLE,
+} from "@/app/(protected)/workorders/_components/wizard/wizard-input-styles";
+import { WizardFieldSelect } from "@/app/(protected)/workorders/_components/wizard/wizard-field-select";
+import { Text } from "@/components/ui/text";
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import { FieldLabel } from "@/app/(protected)/workorders/_components/list/table/cells/dialog-field-label";
+import { VendorDialogAddTechnician } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-add-technician";
+import { VendorDialogCompanyCard } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-company-card";
+import type { VendorFormValues } from "@/domain/vendors/schemas/vendor-schema";
+import type { TechnicianOption } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-options";
+
+type VendorDialogBodyProps = {
+  selectedKey: string;
+  technicianOptions: TechnicianOption[];
+  anchorCompanyName: string;
+  companyVendorForAdd: VendorDropdownItem | undefined;
+  tech: string;
+  phone: string;
+  notes: string;
+  resolvedCompany: string;
+  selectedVendor: VendorDropdownItem | undefined;
+  saveError: string | null;
+  onPick: (key: string) => void;
+  onPhoneChange: (phone: string) => void;
+  onNotesChange: (notes: string) => void;
+  onTechnicianCreated: (
+    created: VendorDropdownItem,
+    createdPhone: string,
+    payload: VendorFormValues,
+  ) => void;
+};
+
+export function VendorDialogBody({
+  selectedKey,
+  technicianOptions,
+  anchorCompanyName,
+  companyVendorForAdd,
+  tech,
+  phone,
+  notes,
+  resolvedCompany,
+  selectedVendor,
+  saveError,
+  onPick,
+  onPhoneChange,
+  onNotesChange,
+  onTechnicianCreated,
+}: VendorDialogBodyProps) {
+  return (
+    <>
+      <div className="mt-3 space-y-3">
+        <div>
+          <FieldLabel>Technician</FieldLabel>
+          <WizardFieldSelect
+            value={selectedKey}
+            placeholder="Search technician …"
+            icon={
+              <Wrench size={14} className="shrink-0" style={{ color: "var(--color-text-muted)" }} />
+            }
+            searchPlaceholder="Search technician…"
+            options={technicianOptions.map((option) => ({
+              key: option.key,
+              label: option.label,
+            }))}
+            onPick={onPick}
+          />
+          {companyVendorForAdd != null && (
+            <div className="mt-2">
+              <VendorDialogAddTechnician
+                companyName={anchorCompanyName}
+                companyVendor={companyVendorForAdd}
+                onCreated={onTechnicianCreated}
+              />
+            </div>
+          )}
+        </div>
+
+        {Boolean(tech) && (
+          <div>
+            <FieldLabel>Technician Phone</FieldLabel>
+            <input
+              type="tel"
+              value={phone}
+              onChange={(e) => onPhoneChange(e.target.value)}
+              className={DLG_INPUT_CLS}
+              style={DLG_INPUT_STYLE}
+            />
+          </div>
+        )}
+
+        {Boolean(resolvedCompany) && (
+          <div>
+            <FieldLabel>Company</FieldLabel>
+            <VendorDialogCompanyCard company={resolvedCompany} vendor={selectedVendor} />
+          </div>
+        )}
+
+        <div>
+          <FieldLabel>Notes</FieldLabel>
+          <textarea
+            value={notes}
+            onChange={(e) => onNotesChange(e.target.value)}
+            placeholder="Contact preferences, availability, etc."
+            rows={3}
+            className={`${DLG_INPUT_CLS} resize-none`}
+            style={{ ...DLG_INPUT_STYLE, fontFamily: "inherit" }}
+          />
+        </div>
+      </div>
+
+      {Boolean(saveError) && (
+        <Text as="p" variant="caption" sx={{ fontSize: 11.5, color: "var(--color-destructive)" }}>
+          {saveError}
+        </Text>
+      )}
+    </>
+  );
+}

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

@@ -0,0 +1,29 @@
+import { Button } from "@/components/ui/button";
+
+type VendorDialogFooterProps = {
+  isPending: boolean;
+  onCancel: () => void;
+  onSave: () => void;
+};
+
+export function VendorDialogFooter({ isPending, onCancel, onSave }: VendorDialogFooterProps) {
+  return (
+    <div className="mt-4 flex items-center justify-end gap-2">
+      <Button
+        variant="ghost"
+        className="min-h-0 px-2 py-1 text-[12px]"
+        disabled={isPending}
+        onClick={onCancel}
+      >
+        Cancel
+      </Button>
+      <Button
+        className="min-h-0 px-3 py-1 text-[12px]"
+        disabled={isPending}
+        onClick={() => void onSave()}
+      >
+        {isPending ? "Saving…" : "Save"}
+      </Button>
+    </div>
+  );
+}

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

@@ -0,0 +1,6 @@
+export type VendorPatch = {
+  vendorId: string;
+  company: string;
+  tech: string;
+  techPhone: string;
+};

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

@@ -1,32 +1,30 @@
 import { useEffect, useMemo, useState, type MouseEvent } from "react";
-import { Wrench } from "lucide-react";
 import { Dialog, DialogContent, DialogTitle } from "@mui/material";
-import { WizardFieldSelect } from "@/app/(protected)/workorders/_components/wizard/wizard-field-select";
-import {
-  DLG_INPUT_CLS,
-  DLG_INPUT_STYLE,
-} from "@/app/(protected)/workorders/_components/wizard/wizard-input-styles";
-import { Button } from "@/components/ui/button";
 import { Text } from "@/components/ui/text";
 import { dialogBlurBackdropSlotProps } from "@/components/ui/dialog-blur-backdrop";
 import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
-import { FieldLabel } from "@/app/(protected)/workorders/_components/list/table/cells/dialog-field-label";
+import type { VendorFormValues } from "@/domain/vendors/schemas/vendor-schema";
+import { useCreateVendor } from "@/domain/vendors/use-cases/use-create-vendor";
 import {
   buildTechnicianOptions,
   phoneForOption,
 } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-options";
-import { VendorDialogCompanyCard } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-company-card";
+import { VendorDialogBody } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-body";
+import { VendorDialogFooter } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-footer";
+import {
+  mergeVendorDropdownItems,
+  resolveVendorCompanyAnchor,
+} from "@/app/(protected)/workorders/_components/list/table/cells/resolve-vendor-company-anchor";
+import { resolveTechnicianKey } from "@/app/(protected)/workorders/_components/list/table/cells/resolve-technician-key";
+import { useVendorDialogSave } from "@/app/(protected)/workorders/_components/list/table/cells/use-vendor-dialog-save";
+import type { VendorPatch } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-types";
 
-export type VendorPatch = {
+export type { VendorPatch } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-types";
-  vendorId: string;
-  company: string;
-  tech: string;
-  techPhone: string;
-};
 
 type VendorDialogProps = {
   open: boolean;
   onOpenChange: (open: boolean) => void;
+  vendorId?: string | number;
   company: string;
   tech: string;
   techPhone?: string;
@@ -37,43 +35,94 @@ type VendorDialogProps = {
 export function VendorDialog({
   open,
   onOpenChange,
+  vendorId = "",
   company,
   tech,
   techPhone = "",
   vendors,
   onSave,
 }: VendorDialogProps) {
+  const createVendor = useCreateVendor();
+  const [selectedKey, setSelectedKey] = useState(() =>
+    resolveTechnicianKey(vendorId, tech, company, vendors),
+  );
   const [t, setT] = useState(tech);
   const [phone, setPhone] = useState(techPhone);
   const [notes, setNotes] = useState("");
+  const [addedVendors, setAddedVendors] = useState<VendorDropdownItem[]>([]);
+  const [pendingCreates, setPendingCreates] = useState<Record<string, VendorFormValues>>({});
+  const [saveError, setSaveError] = useState<string | null>(null);
+
+  const allVendors = useMemo(
+    () => mergeVendorDropdownItems(vendors, addedVendors),
+    [vendors, addedVendors],
+  );
 
   const technicianOptions = useMemo(
-    () => buildTechnicianOptions(vendors, tech, company),
+    () => buildTechnicianOptions(allVendors, tech, company),
-    [vendors, tech, company],
+    [allVendors, tech, company],
   );
 
   useEffect(() => {
     if (open) {
+      const key = resolveTechnicianKey(vendorId, tech, company, vendors);
+      setSelectedKey(key);
       setT(tech);
-      setPhone(techPhone || phoneForOption(tech, technicianOptions));
+      setPhone(techPhone || phoneForOption(tech, buildTechnicianOptions(vendors, tech, company)));
       setNotes("");
+      setAddedVendors([]);
+      setPendingCreates({});
+      setSaveError(null);
     }
-  }, [open, tech, techPhone, technicianOptions]);
+    // Intentionally omit technicianOptions: rebuilding options after Add must not clear staged drafts.
+  }, [open, tech, techPhone, vendors, company, vendorId]);
 
-  const selected =
+  const selected = technicianOptions.find((option) => option.key === selectedKey);
-    technicianOptions.find((o) => o.name === t && (!company || o.company === company)) ??
+  const resolvedCompany = selectedKey ? (selected?.company ?? company) : company;
-    technicianOptions.find((o) => o.name === t || o.key === t);
+  const selectedVendor =
-  const selectedKey = selected?.key ?? "";
+    selected?.vendor ?? allVendors.find((vendor) => String(vendor.id) === selectedKey);
-  const resolvedCompany = t ? (selected?.company ?? company) : "";
+
-  const selectedVendor = selected?.vendor ?? vendors.find((v) => v.companyName === resolvedCompany);
+  const { companyName: anchorCompanyName, companyVendor } = resolveVendorCompanyAnchor({
+    company,
+    resolvedCompany,
+    selectedVendor,
+    vendors: allVendors,
+  });
 
   const handlePick = (key: string) => {
     const option = technicianOptions.find((o) => o.key === key);
-    const name = option?.name ?? key;
+    setSelectedKey(key);
-    setT(name);
+    setT(option?.name ?? key);
-    setPhone(phoneForOption(name, technicianOptions));
+    setPhone(option?.phone || phoneForOption(option?.name ?? key, technicianOptions));
   };
 
+  const handleTechnicianCreated = (
+    created: VendorDropdownItem,
+    createdPhone: string,
+    payload: VendorFormValues,
+  ) => {
+    setAddedVendors((current) => [...current, created]);
+    setPendingCreates((current) => ({ ...current, [String(created.id)]: payload }));
+    setSelectedKey(String(created.id));
+    setT(created.contactName);
+    setPhone(createdPhone);
+  };
+
+  const { handleSave } = useVendorDialogSave({
+    allVendors,
+    pendingCreates,
+    selectedKey,
+    selectedVendor,
+    resolvedCompany,
+    anchorCompanyName,
+    tech: selected?.name ?? t,
+    phone,
+    createVendor,
+    onSave,
+    onOpenChange,
+    setSaveError,
+  });
+
   return (
     <Dialog
       open={open}
@@ -96,84 +145,28 @@ export function VendorDialog({
           Search and select the technician
         </Text>
 
-        <div className="mt-3 space-y-3">
+        <VendorDialogBody
-          <div>
+          selectedKey={selectedKey}
-            <FieldLabel>Technician</FieldLabel>
+          technicianOptions={technicianOptions}
-            <WizardFieldSelect
+          anchorCompanyName={anchorCompanyName}
-              value={selectedKey}
+          companyVendorForAdd={companyVendor ?? undefined}
-              placeholder="Search technician …"
+          tech={selected?.name ?? t}
-              icon={
+          phone={phone}
-                <Wrench
+          notes={notes}
-                  size={14}
+          resolvedCompany={resolvedCompany}
-                  className="shrink-0"
+          selectedVendor={selectedVendor}
-                  style={{ color: "var(--color-text-muted)" }}
+          saveError={saveError}
-                />
+          onPick={handlePick}
-              }
+          onPhoneChange={setPhone}
-              searchPlaceholder="Search technician…"
+          onNotesChange={setNotes}
-              options={technicianOptions.map((option) => ({
+          onTechnicianCreated={handleTechnicianCreated}
-                key: option.key,
+        />
-                label: option.label,
-              }))}
-              onPick={handlePick}
-            />
-          </div>
 
-          {Boolean(t) && (
+        <VendorDialogFooter
-            <div>
+          isPending={createVendor.isPending}
-              <FieldLabel>Technician Phone</FieldLabel>
+          onCancel={() => onOpenChange(false)}
-              <input
+          onSave={handleSave}
-                type="tel"
+        />
-                value={phone}
-                onChange={(e) => setPhone(e.target.value)}
-                className={DLG_INPUT_CLS}
-                style={DLG_INPUT_STYLE}
-              />
-            </div>
-          )}
-
-          {Boolean(t) && (
-            <div>
-              <FieldLabel>Company</FieldLabel>
-              <VendorDialogCompanyCard company={resolvedCompany} vendor={selectedVendor} />
-            </div>
-          )}
-
-          <div>
-            <FieldLabel>Notes</FieldLabel>
-            <textarea
-              value={notes}
-              onChange={(e) => setNotes(e.target.value)}
-              placeholder="Contact preferences, availability, etc."
-              rows={3}
-              className={`${DLG_INPUT_CLS} resize-none`}
-              style={{ ...DLG_INPUT_STYLE, fontFamily: "inherit" }}
-            />
-          </div>
-        </div>
-
-        <div className="mt-4 flex items-center justify-end gap-2">
-          <Button
-            variant="ghost"
-            className="min-h-0 px-2 py-1 text-[12px]"
-            onClick={() => onOpenChange(false)}
-          >
-            Cancel
-          </Button>
-          <Button
-            className="min-h-0 px-3 py-1 text-[12px]"
-            onClick={() => {
-              onSave({
-                vendorId: selectedVendor ? String(selectedVendor.id) : "",
-                company: resolvedCompany,
-                tech: t,
-                techPhone: phone,
-              });
-              onOpenChange(false);
-            }}
-          >
-            Save
-          </Button>
-        </div>
       </DialogContent>
     </Dialog>
   );

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

@@ -134,6 +134,7 @@ export function WoTableInlineRowCells({
 
       <td className="group/cell" style={{ padding: "0 14px" }}>
         <VendorCell
+          vendorId={draft.vendorId}
           company={draft.company}
           tech={draft.tech}
           techPhone={draft.techPhone}

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

@@ -56,6 +56,7 @@ export function WoTableRowServiceCells({
         onClick={(e) => e.stopPropagation()}
       >
         <VendorCell
+          vendorId={row.vendorId}
           company={row.company}
           tech={row.tech}
           techPhone={row.techPhone}

src/domain/vendors/utils/build-technician-create-payload.ts

@@ -0,0 +1,36 @@
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import type { VendorFormValues } from "@/domain/vendors/schemas/vendor-schema";
+
+type BuildTechnicianCreatePayloadInput = {
+  companyVendor: Pick<VendorDropdownItem, "companyName" | "email" | "address" | "tradeSpecialties">;
+  contactName: string;
+  phone?: string;
+  companyId?: string | number | null;
+};
+
+/** Builds a vendor create payload for a new technician under an existing company. */
+export function buildTechnicianCreatePayload({
+  companyVendor,
+  contactName,
+  phone = "",
+  companyId = null,
+}: BuildTechnicianCreatePayloadInput): VendorFormValues {
+  return {
+    companyName: companyVendor.companyName,
+    contactName: contactName.trim(),
+    email: companyVendor.email ?? "",
+    phone: phone.trim(),
+    companyPhone: "",
+    googleMapsUrl: "",
+    notes: "",
+    totalJobs: 0,
+    address: companyVendor.address ?? "",
+    city: "",
+    state: "",
+    zip: "",
+    tradeSpecialties: companyVendor.tradeSpecialties ?? "",
+    isActive: true,
+    companyId,
+    preferredContact: "Phone",
+  };
+}

src/domain/vendors/utils/draft-vendor.ts

@@ -0,0 +1,21 @@
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import type { VendorFormValues } from "@/domain/vendors/schemas/vendor-schema";
+
+export const DRAFT_VENDOR_ID_PREFIX = "draft:";
+
+export function isDraftVendorId(id: string | number | null | undefined): boolean {
+  return String(id ?? "").startsWith(DRAFT_VENDOR_ID_PREFIX);
+}
+
+export function createDraftVendorDropdownItem(payload: VendorFormValues): VendorDropdownItem {
+  const email = (payload.email ?? "").trim();
+  return {
+    id: `${DRAFT_VENDOR_ID_PREFIX}${crypto.randomUUID()}`,
+    companyName: payload.companyName,
+    contactName: payload.contactName,
+    tradeSpecialties: payload.tradeSpecialties ?? "",
+    address: payload.address ?? "",
+    distanceMiles: null,
+    email: email || undefined,
+  };
+}

src/domain/vendors/utils/vendor-to-dropdown-item.ts

@@ -0,0 +1,15 @@
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import type { Vendor } from "@/domain/vendors/types/vendor";
+
+export function vendorToDropdownItem(vendor: Vendor): VendorDropdownItem {
+  const email = vendor.email.trim();
+  return {
+    id: vendor.id ?? "",
+    companyName: vendor.companyName,
+    contactName: vendor.contactName,
+    tradeSpecialties: vendor.tradeSpecialties,
+    address: vendor.address,
+    distanceMiles: null,
+    email: email || undefined,
+  };
+}

src/test/app/(protected)/workorders/resolve-technician-key.test.ts

@@ -0,0 +1,44 @@
+import { describe, expect, it } from "vitest";
+import { resolveTechnicianKey } from "@/app/(protected)/workorders/_components/list/table/cells/resolve-technician-key";
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+
+const vendors: VendorDropdownItem[] = [
+  {
+    id: 10,
+    companyName: "Gateway Plumbing",
+    contactName: "Jordan Lee",
+    tradeSpecialties: "Plumbing",
+    address: "1 Main St",
+    distanceMiles: 4.2,
+    email: "dispatch@gateway.test",
+  },
+  {
+    id: 11,
+    companyName: "Gateway Plumbing",
+    contactName: "Adam Whyte",
+    tradeSpecialties: "Plumbing",
+    address: "1 Main St",
+    distanceMiles: 4.2,
+    email: "dispatch@gateway.test",
+  },
+];
+
+describe("resolveTechnicianKey", () => {
+  it("prefers a stable vendorId when it exists in the list", () => {
+    expect(resolveTechnicianKey(11, "Jordan Lee", "Gateway Plumbing", vendors)).toBe("11");
+  });
+
+  it("falls back to name+company when vendorId is missing", () => {
+    expect(resolveTechnicianKey("", "Jordan Lee", "Gateway Plumbing", vendors)).toBe("10");
+  });
+
+  it("keeps orphan tech string as key when no vendor matches", () => {
+    expect(resolveTechnicianKey("", "Unknown Tech", "Gateway Plumbing", vendors)).toBe(
+      "Unknown Tech",
+    );
+  });
+
+  it("keeps vendorId when the vendors list is still empty", () => {
+    expect(resolveTechnicianKey(42, "Jordan Lee", "Gateway Plumbing", [])).toBe("42");
+  });
+});

src/test/app/(protected)/workorders/vendor-dialog-add-technician.test.tsx

@@ -0,0 +1,51 @@
+import { fireEvent, screen } from "@testing-library/react";
+import { describe, expect, it, vi } from "vitest";
+import { VendorDialogAddTechnician } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-add-technician";
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import { isDraftVendorId } from "@/domain/vendors/utils/draft-vendor";
+import { renderWithProviders } from "@/test/test-utils";
+
+const companyVendor: VendorDropdownItem = {
+  id: 10,
+  companyName: "Gateway Plumbing",
+  contactName: "Adam Whyte",
+  tradeSpecialties: "Plumbing",
+  address: "1 Main St",
+  distanceMiles: 4.2,
+  email: "dispatch@gateway.test",
+};
+
+describe("VendorDialogAddTechnician", () => {
+  it("stages a draft technician locally without calling the create API", () => {
+    const onCreated = vi.fn();
+
+    renderWithProviders(
+      <VendorDialogAddTechnician
+        companyName="Gateway Plumbing"
+        companyVendor={companyVendor}
+        onCreated={onCreated}
+      />,
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: /\+ add technician/i }));
+    fireEvent.change(screen.getByPlaceholderText("Full name"), {
+      target: { value: "Jordan Lee" },
+    });
+    fireEvent.change(screen.getByPlaceholderText("(000) 000-0000"), {
+      target: { value: "3145550199" },
+    });
+    fireEvent.click(screen.getByRole("button", { name: /^add$/i }));
+
+    expect(onCreated).toHaveBeenCalledTimes(1);
+    const [draftVendor, phone, payload] = onCreated.mock.calls[0] ?? [];
+    expect(isDraftVendorId(draftVendor.id)).toBe(true);
+    expect(draftVendor.contactName).toBe("Jordan Lee");
+    expect(phone).toBeTruthy();
+    expect(payload).toEqual(
+      expect.objectContaining({
+        companyName: "Gateway Plumbing",
+        contactName: "Jordan Lee",
+      }),
+    );
+  });
+});

src/test/app/(protected)/workorders/vendor-dialog-stable-identity.test.tsx

@@ -0,0 +1,178 @@
+import { fireEvent, screen, waitFor } from "@testing-library/react";
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { VendorDialog } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog";
+import type { Vendor } from "@/domain/vendors/types/vendor";
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import { renderWithProviders } from "@/test/test-utils";
+
+const mutateAsync = vi.fn();
+
+vi.mock("@/domain/vendors/use-cases/use-create-vendor", () => ({
+  useCreateVendor: () => ({
+    mutateAsync,
+    isPending: false,
+  }),
+}));
+
+const existingVendor: VendorDropdownItem = {
+  id: 10,
+  companyName: "Gateway Plumbing",
+  contactName: "Jordan Lee",
+  tradeSpecialties: "Plumbing",
+  address: "1 Main St",
+  distanceMiles: 4.2,
+  email: "dispatch@gateway.test",
+};
+
+const createdVendor: Vendor = {
+  id: 99,
+  companyId: 10,
+  companyName: "Gateway Plumbing",
+  contactName: "Jordan Lee",
+  email: "dispatch@gateway.test",
+  phone: "(314) 555-9999",
+  companyPhone: "",
+  googleMapsUrl: "",
+  notes: "",
+  totalJobs: 0,
+  address: "1 Main St",
+  city: "",
+  state: "",
+  zip: "",
+  tradeSpecialties: "Plumbing",
+  isActive: true,
+  preferredContact: "Phone",
+};
+
+describe("VendorDialog stable technician identity", () => {
+  beforeEach(() => {
+    mutateAsync.mockReset();
+    mutateAsync.mockResolvedValue(createdVendor);
+  });
+
+  it("keeps draft identity on same-name collision and posts live phone on save", async () => {
+    const onSave = vi.fn();
+    const onOpenChange = vi.fn();
+
+    renderWithProviders(
+      <VendorDialog
+        open={true}
+        onOpenChange={onOpenChange}
+        vendorId={10}
+        company="Gateway Plumbing"
+        tech="Jordan Lee"
+        techPhone="(314) 555-0100"
+        vendors={[existingVendor]}
+        onSave={onSave}
+      />,
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: /\+ add technician/i }));
+    fireEvent.change(screen.getByPlaceholderText("Full name"), {
+      target: { value: "Jordan Lee" },
+    });
+    fireEvent.change(screen.getByPlaceholderText("(000) 000-0000"), {
+      target: { value: "3145550199" },
+    });
+    fireEvent.click(screen.getByRole("button", { name: /^add$/i }));
+
+    // Draft stays staged: add form collapses and select still shows the colliding name.
+    expect(screen.getByRole("button", { name: /\+ add technician/i })).toBeTruthy();
+    expect(screen.getByText("Jordan Lee · Gateway Plumbing")).toBeTruthy();
+
+    fireEvent.change(screen.getByDisplayValue("3145550199"), {
+      target: { value: "(314) 555-9999" },
+    });
+
+    fireEvent.click(screen.getByRole("button", { name: /^save$/i }));
+
+    await waitFor(() => {
+      expect(mutateAsync).toHaveBeenCalledTimes(1);
+    });
+
+    expect(mutateAsync).toHaveBeenCalledWith(
+      expect.objectContaining({
+        contactName: "Jordan Lee",
+        companyName: "Gateway Plumbing",
+        phone: "(314) 555-9999",
+      }),
+    );
+
+    await waitFor(() => {
+      expect(onSave).toHaveBeenCalledWith(
+        expect.objectContaining({
+          vendorId: "99",
+          tech: "Jordan Lee",
+          company: "Gateway Plumbing",
+          techPhone: "(314) 555-9999",
+        }),
+      );
+    });
+
+    // Must not persist the pre-existing colliding vendor id.
+    expect(onSave.mock.calls[0]?.[0].vendorId).not.toBe("10");
+  });
+
+  it("does not clear staged draft when technicianOptions rebuild after add", async () => {
+    const onSave = vi.fn();
+    mutateAsync.mockResolvedValue({
+      ...createdVendor,
+      id: 88,
+      contactName: "Casey New",
+      phone: "3145550188",
+    });
+
+    renderWithProviders(
+      <VendorDialog
+        open={true}
+        onOpenChange={vi.fn()}
+        vendorId={11}
+        company="Gateway Plumbing"
+        tech="Adam Whyte"
+        techPhone=""
+        vendors={[
+          existingVendor,
+          {
+            ...existingVendor,
+            id: 11,
+            contactName: "Adam Whyte",
+          },
+        ]}
+        onSave={onSave}
+      />,
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: /\+ add technician/i }));
+    fireEvent.change(screen.getByPlaceholderText("Full name"), {
+      target: { value: "Casey New" },
+    });
+    fireEvent.change(screen.getByPlaceholderText("(000) 000-0000"), {
+      target: { value: "3145550188" },
+    });
+    fireEvent.click(screen.getByRole("button", { name: /^add$/i }));
+
+    expect(screen.getByText("Casey New · Gateway Plumbing")).toBeTruthy();
+
+    fireEvent.click(screen.getByRole("button", { name: /^save$/i }));
+
+    await waitFor(() => {
+      expect(mutateAsync).toHaveBeenCalledTimes(1);
+    });
+
+    expect(mutateAsync).toHaveBeenCalledWith(
+      expect.objectContaining({
+        contactName: "Casey New",
+        phone: "3145550188",
+      }),
+    );
+
+    await waitFor(() => {
+      expect(onSave).toHaveBeenCalledWith(
+        expect.objectContaining({
+          vendorId: "88",
+          tech: "Casey New",
+        }),
+      );
+    });
+  });
+});

src/test/domain/vendors/utils/build-technician-create-payload.test.ts

@@ -0,0 +1,106 @@
+import { describe, expect, it } from "vitest";
+import {
+  mergeVendorDropdownItems,
+  resolveVendorCompanyAnchor,
+} from "@/app/(protected)/workorders/_components/list/table/cells/resolve-vendor-company-anchor";
+import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
+import { buildTechnicianCreatePayload } from "@/domain/vendors/utils/build-technician-create-payload";
+import { vendorToDropdownItem } from "@/domain/vendors/utils/vendor-to-dropdown-item";
+import type { Vendor } from "@/domain/vendors/types/vendor";
+
+describe("buildTechnicianCreatePayload", () => {
+  it("copies company fields and sets the new technician identity", () => {
+    const payload = buildTechnicianCreatePayload({
+      companyVendor: {
+        companyName: "Gateway Plumbing",
+        email: "dispatch@gateway.test",
+        address: "1 Main St",
+        tradeSpecialties: "Plumbing",
+      },
+      contactName: "Jordan Lee",
+      phone: "(314) 555-0100",
+      companyId: 42,
+    });
+
+    expect(payload).toMatchObject({
+      companyName: "Gateway Plumbing",
+      contactName: "Jordan Lee",
+      phone: "(314) 555-0100",
+      email: "dispatch@gateway.test",
+      address: "1 Main St",
+      tradeSpecialties: "Plumbing",
+      companyId: 42,
+      isActive: true,
+    });
+  });
+});
+
+describe("resolveVendorCompanyAnchor", () => {
+  const vendors: VendorDropdownItem[] = [
+    {
+      id: 10,
+      companyName: "Gateway Plumbing",
+      contactName: "Adam Whyte",
+      tradeSpecialties: "Plumbing",
+      address: "1 Main St",
+      distanceMiles: null,
+    },
+  ];
+
+  it("returns null anchor when no company context exists", () => {
+    expect(
+      resolveVendorCompanyAnchor({
+        company: "",
+        resolvedCompany: "",
+        selectedVendor: undefined,
+        vendors,
+      }),
+    ).toEqual({ companyName: "", companyVendor: null });
+  });
+
+  it("merges newly created vendors without dropping existing options", () => {
+    const added: VendorDropdownItem = {
+      id: 55,
+      companyName: "Gateway Plumbing",
+      contactName: "Jordan Lee",
+      tradeSpecialties: "Plumbing",
+      address: "1 Main St",
+      distanceMiles: null,
+    };
+    expect(mergeVendorDropdownItems(vendors, [added])).toHaveLength(2);
+  });
+});
+
+describe("vendorToDropdownItem", () => {
+  it("maps a created vendor into the work-order dropdown shape", () => {
+    const vendor: Vendor = {
+      id: 99,
+      companyId: "co-1",
+      companyName: "Gateway Plumbing",
+      contactName: "Jordan Lee",
+      email: "jordan@gateway.test",
+      phone: "(314) 555-0100",
+      companyPhone: "",
+      googleMapsUrl: "",
+      notes: "",
+      totalJobs: 0,
+      address: "1 Main St",
+      city: "St. Louis",
+      state: "MO",
+      zip: "63101",
+      tradeSpecialties: "Plumbing",
+      isActive: true,
+      preferredContact: "Phone",
+    };
+
+    expect(vendorToDropdownItem(vendor)).toEqual({
+      id: 99,
+      companyName: "Gateway Plumbing",
+      contactName: "Jordan Lee",
+      tradeSpecialties: "Plumbing",
+      address: "1 Main St",
+      distanceMiles: null,
+      email: "jordan@gateway.test",
+    });
+  });
+});

tmp/pr-descriptions/pr7-add-technician.md

@@ -0,0 +1,27 @@
+## Jira
+
+- [SH-193](https://luby-us.atlassian.net/browse/SH-193)
+
+## QA residual
+
+- P0 done: technician is staged as a **local draft** until the vendor dialog is saved / wizard submitted — Cancel does not orphan a vendor row.
+
+## Summary
+
+- Adds **+ Add technician** to the WO board vendor dialog when a company context is known (from the row or the current selection).
+- Stages a draft technician locally (`draft:` id) without calling `POST vendors` until the dialog save commits the selection.
+- On save, create runs via the existing **`POST vendors`** REST endpoint (`vendorsApi.create` / `useCreateVendor`) using the company profile + new `contactName`.
+
+## Backend
+
+Uses the established vendor create API (`API_PATHS.rest.vendors` → `POST /vendors`). Each vendor record represents one technician; linking to an existing company is done by sending the same `companyName` (and optional `companyId` when available). **No new endpoint**.
+
+## Test plan
+
+- [ ] Open vendor dialog → **+ Add technician** → fill name → Cancel dialog → no vendor create API call.
+- [ ] Add technician → Save dialog → `POST /vendors` once; row shows new tech.
+- [ ] `npm run verify`
+
+## Out of scope
+
+- Multi-POC, multi-tech arrays on WO, vendors directory redesign.