Merge branch 'dev' into feat/ab/sh-336-dashboard

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

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

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

@@ -204,6 +204,12 @@ async function openWorkOrderPage(page: Page, mode: "default" | "empty" | "error"
   });
 }
 
+async function expectWorkOrderPageReady(page: Page) {
+  await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible({
+    timeout: 90_000,
+  });
+}
+
 async function expectStableScreenshot(page: Page, name: string) {
   await page.waitForTimeout(250);
   await page.evaluate(
@@ -217,15 +223,18 @@ async function expectStableScreenshot(page: Page, name: string) {
 }
 
 test.describe("Work Orders deterministic pixel regression", () => {
+  test.setTimeout(120_000);
+
   test("list", async ({ page }) => {
     await openWorkOrderPage(page);
-    await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible();
+    await expectWorkOrderPageReady(page);
     await expect(page.getByText("WO-501").first()).toBeVisible();
     await expectStableScreenshot(page, "wo-list.png");
   });
 
   test("filters", async ({ page }) => {
     await openWorkOrderPage(page);
+    await expectWorkOrderPageReady(page);
     await page.getByRole("button", { name: "Advanced Filters" }).click();
     await expect(page.getByRole("dialog", { name: "Advanced Filters" })).toBeVisible();
     await expectStableScreenshot(page, "wo-filters.png");
@@ -233,6 +242,7 @@ test.describe("Work Orders deterministic pixel regression", () => {
 
   test("new", async ({ page }) => {
     await openWorkOrderPage(page);
+    await expectWorkOrderPageReady(page);
     await page.getByRole("button", { name: "New WO" }).click();
     await expect(page.getByRole("heading", { name: "Type & schedule" })).toBeVisible();
     await expectStableScreenshot(page, "wo-new.png");
@@ -240,6 +250,7 @@ test.describe("Work Orders deterministic pixel regression", () => {
 
   test("detail", async ({ page }) => {
     await openWorkOrderPage(page);
+    await expectWorkOrderPageReady(page);
     const row = page.locator("#wo-row-1");
     await row.hover();
     await row.getByRole("button", { name: "View details" }).click();
@@ -249,7 +260,7 @@ test.describe("Work Orders deterministic pixel regression", () => {
 
   test("empty", async ({ page }) => {
     await openWorkOrderPage(page, "empty");
-    await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible();
+    await expectWorkOrderPageReady(page);
     await page.getByLabel("Search work orders").fill("zz");
     await expect(page.getByText("No work orders match your search")).toBeVisible();
     await expectStableScreenshot(page, "wo-empty.png");
@@ -257,7 +268,7 @@ test.describe("Work Orders deterministic pixel regression", () => {
 
   test("error", async ({ page }) => {
     await openWorkOrderPage(page, "error");
-    await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible();
+    await expectWorkOrderPageReady(page);
     const alert = page.getByRole("main").getByRole("alert");
     await expect(alert).toBeVisible();
     await expect(alert).toContainText(/server error/i);
@@ -267,6 +278,7 @@ test.describe("Work Orders deterministic pixel regression", () => {
   test("mobile", async ({ page }) => {
     await page.setViewportSize({ width: 390, height: 844 });
     await openWorkOrderPage(page);
+    await expectWorkOrderPageReady(page);
     await expect(page.getByText("WO-501").first()).toBeVisible();
     await expectStableScreenshot(page, "wo-mobile.png");
 

src/api/api-paths.ts

@@ -77,6 +77,9 @@ export const API_PATHS = {
     deleteEmployees: "Employee/DeleteEmployees",
     dropdown: "Employee/Dropdown",
   },
+  teamMember: {
+    getList: "User",
+  },
   contact: {
     getList: "Contact/GetContactList",
     getContacts: "Contact/GetContacts",
@@ -160,6 +163,9 @@ export const API_PATHS = {
     update: "DropdownOptions/Update",
     delete: "DropdownOptions",
   },
+  services: {
+    list: "services",
+  },
   user: {
     list: "User",
   },

src/app/(protected)/team-members/_components/team-members-table.tsx

@@ -0,0 +1,110 @@
+import {
+  Avatar,
+  Button,
+  CircularProgress,
+  Paper,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  Typography,
+} from "@mui/material";
+import type { TeamMemberListItem } from "@/domain/team-members/types/team-member";
+
+const HEADINGS = ["Team Member", "Role", "Service Area", "Phone", "Email", "Color", "Status"];
+
+function memberStatusLabel(status: TeamMemberListItem["status"]) {
+  return status === "Active" ? "Active" : "Inactive";
+}
+
+export function TeamMembersTable({
+  rows,
+  isLoading,
+  hasError,
+  tab,
+  onOpen,
+}: {
+  rows: TeamMemberListItem[];
+  isLoading: boolean;
+  hasError: boolean;
+  tab: "active" | "inactive";
+  onOpen: (member: TeamMemberListItem) => void;
+}) {
+  return (
+    <TableContainer component={Paper} variant="outlined">
+      <Table stickyHeader size="small" sx={{ minWidth: 900 }}>
+        <TableHead>
+          <TableRow>
+            {HEADINGS.map((heading) => (
+              <TableCell key={heading} className="font-semibold">
+                {heading}
+              </TableCell>
+            ))}
+            <TableCell align="right" className="font-semibold">
+              Actions
+            </TableCell>
+          </TableRow>
+        </TableHead>
+        <TableBody>
+          {isLoading ? (
+            <TableRow>
+              <TableCell colSpan={8} align="center" sx={{ py: 8 }}>
+                <CircularProgress size={28} />
+              </TableCell>
+            </TableRow>
+          ) : hasError ? (
+            <TableRow>
+              <TableCell colSpan={8} align="center" sx={{ py: 8 }}>
+                <Typography sx={{ fontWeight: 600 }}>Unable to load team members</Typography>
+                <Typography variant="body2" color="text.secondary">
+                  Check your connection and try again.
+                </Typography>
+              </TableCell>
+            </TableRow>
+          ) : rows.length === 0 ? (
+            <TableRow>
+              <TableCell colSpan={8} align="center" sx={{ py: 8 }}>
+                <Typography sx={{ fontWeight: 600 }}>No {tab} team members found</Typography>
+                <Typography variant="body2" color="text.secondary">
+                  Try a different search, or add a new team member.
+                </Typography>
+              </TableCell>
+            </TableRow>
+          ) : (
+            rows.map((member) => (
+              <TableRow
+                key={String(member.id)}
+                hover
+                onClick={() => onOpen(member)}
+                sx={{ cursor: "pointer" }}
+              >
+                <TableCell>{member.name || "—"}</TableCell>
+                <TableCell>{member.role || "—"}</TableCell>
+                <TableCell>{member.serviceArea || "—"}</TableCell>
+                <TableCell>{member.phone || "—"}</TableCell>
+                <TableCell>{member.email || "—"}</TableCell>
+                <TableCell>
+                  <Avatar sx={{ width: 22, height: 22, bgcolor: member.color || "primary.main" }} />
+                </TableCell>
+                <TableCell>{memberStatusLabel(member.status)}</TableCell>
+                <TableCell align="right">
+                  <Button
+                    size="small"
+                    onClick={(event) => {
+                      event.stopPropagation();
+                      onOpen(member);
+                    }}
+                  >
+                    View
+                  </Button>
+                </TableCell>
+              </TableRow>
+            ))
+          )}
+        </TableBody>
+      </Table>
+    </TableContainer>
+  );
+}

src/app/(protected)/team-members/index.tsx

@@ -0,0 +1,193 @@
+import { useState } from "react";
+import { useDebounce } from "@/hooks/use-debounce";
+import { useTeamMembersList } from "@/domain/team-members/use-cases/use-team-members-list";
+import type { TeamMemberListItem } from "@/domain/team-members/types/team-member";
+import {
+  Alert,
+  Avatar,
+  Box,
+  Button,
+  Chip,
+  Dialog,
+  DialogActions,
+  DialogContent,
+  DialogTitle,
+  Drawer,
+  IconButton,
+  Stack,
+  Tab,
+  Tabs,
+  TextField,
+  Typography,
+} from "@mui/material";
+import CloseIcon from "@mui/icons-material/Close";
+import { TeamMembersTable } from "./_components/team-members-table";
+
+type StatusTab = "active" | "inactive";
+
+const STATUS_LABELS: Record<StatusTab, "Active" | "Inactive"> = {
+  active: "Active",
+  inactive: "Inactive",
+};
+
+function MemberStatus({ status }: { status: TeamMemberListItem["status"] }) {
+  return <Chip size="small" label={status} color={status === "Active" ? "success" : "default"} />;
+}
+
+function TeamMemberDrawer({
+  member,
+  onClose,
+}: {
+  member: TeamMemberListItem | null;
+  onClose: () => void;
+}) {
+  return (
+    <Drawer anchor="right" open={Boolean(member)} onClose={onClose}>
+      <Box sx={{ width: { xs: "100vw", sm: 380 }, p: 3 }}>
+        <Stack
+          direction="row"
+          sx={{ alignItems: "center", justifyContent: "space-between", mb: 3 }}
+        >
+          <Typography variant="h6">Team Member</Typography>
+          <IconButton aria-label="Close team member details" onClick={onClose}>
+            <CloseIcon />
+          </IconButton>
+        </Stack>
+        {member !== null && (
+          <Stack spacing={2}>
+            <Stack direction="row" spacing={2} sx={{ alignItems: "center" }}>
+              <Avatar sx={{ bgcolor: member.color || "primary.main" }}>
+                {member.name.slice(0, 1).toUpperCase() || "?"}
+              </Avatar>
+              <Box>
+                <Typography variant="h6">{member.name || "—"}</Typography>
+                <Typography color="text.secondary">{member.role || "—"}</Typography>
+              </Box>
+            </Stack>
+            <MemberStatus status={member.status} />
+            <Typography>
+              <strong>Service Area:</strong> {member.serviceArea || "—"}
+            </Typography>
+            <Typography>
+              <strong>Phone:</strong> {member.phone || "—"}
+            </Typography>
+            <Typography>
+              <strong>Email:</strong> {member.email || "—"}
+            </Typography>
+          </Stack>
+        )}
+      </Box>
+    </Drawer>
+  );
+}
+
+export default function TeamMembersListPage() {
+  const [search, setSearch] = useState("");
+  const [tab, setTab] = useState<StatusTab>("active");
+  const [selectedMember, setSelectedMember] = useState<TeamMemberListItem | null>(null);
+  const [addMemberOpen, setAddMemberOpen] = useState(false);
+  const debouncedSearch = useDebounce(search, 300).trim().toLowerCase();
+  const { data, isLoading, error } = useTeamMembersList();
+  const allMembers = data?.items ?? [];
+
+  const activeCount = allMembers.filter((member) => member.status === "Active").length;
+  const inactiveCount = allMembers.length - activeCount;
+  const rows = allMembers
+    .filter((member) => member.status === STATUS_LABELS[tab])
+    .filter((member) => !debouncedSearch || member.name.toLowerCase().includes(debouncedSearch));
+
+  return (
+    <Box
+      className="flex h-full flex-col overflow-hidden"
+      sx={{ backgroundColor: "var(--color-bg-page)" }}
+    >
+      <Stack
+        direction={{ xs: "column", sm: "row" }}
+        spacing={2}
+        sx={{
+          alignItems: { xs: "stretch", sm: "center" },
+          justifyContent: "space-between",
+          p: 2.5,
+          backgroundColor: "var(--color-bg-surface)",
+          borderBottom: "1px solid var(--color-border)",
+        }}
+      >
+        <Box>
+          <Typography variant="h4" component="h1">
+            Team Members
+          </Typography>
+          <Typography variant="body2" color="text.secondary" sx={{ mt: 0.75 }}>
+            {allMembers.length} team member{allMembers.length === 1 ? "" : "s"} · {activeCount}{" "}
+            active
+          </Typography>
+        </Box>
+        <Stack direction="row" spacing={1} sx={{ alignItems: "center" }}>
+          <TextField
+            size="small"
+            value={search}
+            onChange={(event) => setSearch(event.target.value)}
+            placeholder="Search team member…"
+            aria-label="Search team member"
+            sx={{ width: 224 }}
+          />
+          <Button variant="contained" size="small" onClick={() => setAddMemberOpen(true)}>
+            Add Member
+          </Button>
+        </Stack>
+      </Stack>
+
+      <Tabs
+        value={tab}
+        onChange={(_event, value: StatusTab) => setTab(value)}
+        aria-label="Team member status"
+      >
+        <Tab value="active" label={`Active ${activeCount}`} />
+        <Tab value="inactive" label={`Inactive ${inactiveCount}`} />
+      </Tabs>
+
+      {Boolean(error) && (
+        <Alert severity="error">
+          {error instanceof Error ? error.message : "Failed to load team members"}
+        </Alert>
+      )}
+
+      <Box sx={{ flex: 1, overflow: "auto", p: 2 }}>
+        <TeamMembersTable
+          rows={rows}
+          isLoading={isLoading}
+          hasError={Boolean(error)}
+          tab={tab}
+          onOpen={setSelectedMember}
+        />
+      </Box>
+
+      <Stack
+        direction="row"
+        sx={{
+          justifyContent: "space-between",
+          px: 2,
+          py: 1,
+          borderTop: "1px solid var(--color-border)",
+          backgroundColor: "var(--color-bg-surface)",
+        }}
+      >
+        <Typography variant="caption" color="text.secondary">
+          {rows.length} {tab} team member{rows.length === 1 ? "" : "s"}
+          {debouncedSearch ? " · filtered" : ""}
+        </Typography>
+        <Typography variant="caption" color="text.secondary">
+          {activeCount} active · {inactiveCount} inactive
+        </Typography>
+      </Stack>
+
+      <TeamMemberDrawer member={selectedMember} onClose={() => setSelectedMember(null)} />
+      <Dialog open={addMemberOpen} onClose={() => setAddMemberOpen(false)}>
+        <DialogTitle>Add Member</DialogTitle>
+        <DialogContent>Member details will be added here.</DialogContent>
+        <DialogActions>
+          <Button onClick={() => setAddMemberOpen(false)}>Close</Button>
+        </DialogActions>
+      </Dialog>
+    </Box>
+  );
+}

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

src/config/menu.ts

@@ -10,6 +10,7 @@ import {
   Bell,
   BarChart3,
   Star,
+  Users,
 } from "lucide-react";
 
 export type NavItemDef = {
@@ -58,6 +59,10 @@ export const navGroups: NavGroup[] = [
       { label: "Sites", icon: MapPin, path: "/locations" },
     ],
   },
+  {
+    title: "TEAM",
+    items: [{ label: "Team Members", icon: Users, path: "/team-members" }],
+  },
   // {
   //   title: "INTERNAL",
   //   items: [{ label: "Documents", icon: FileText, path: "/documents" }],

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

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

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

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

src/domain/services/types/service.ts

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

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

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

src/domain/team-members/api/team-members-api.ts

@@ -0,0 +1,13 @@
+import { apiGet } from "@/api/api";
+import { API_PATHS } from "@/api/api-paths";
+import { handleApiResponse } from "@/api/handle-api-response";
+import { mapTeamMemberListItems } from "@/domain/team-members/mappers/team-member-mapper";
+import type { TeamMemberListResult } from "@/domain/team-members/types/team-member";
+
+export const teamMembersApi = {
+  getList: async (): Promise<TeamMemberListResult> => {
+    const data = await apiGet<unknown>(API_PATHS.teamMember.getList);
+    const items = handleApiResponse<unknown[]>(data);
+    return { items: mapTeamMemberListItems(Array.isArray(items) ? items : []) };
+  },
+};

src/domain/team-members/mappers/team-member-mapper.ts

@@ -0,0 +1,45 @@
+import type { TeamMemberListItem } from "@/domain/team-members/types/team-member";
+
+function readString(record: Record<string, unknown>, ...keys: string[]): string {
+  for (const key of keys) {
+    const value = record[key];
+    if (typeof value === "string") return value;
+    if (typeof value === "number") return String(value);
+  }
+  return "";
+}
+
+function readBoolean(record: Record<string, unknown>, ...keys: string[]): boolean {
+  for (const key of keys) {
+    const value = record[key];
+    if (typeof value === "boolean") return value;
+    if (typeof value === "string") return value.toLowerCase() === "true";
+  }
+  return false;
+}
+
+export function mapTeamMemberListItem(raw: unknown): TeamMemberListItem {
+  const record = (typeof raw === "object" && raw !== null ? raw : {}) as Record<string, unknown>;
+  const id = record.id ?? record.Id;
+  const status =
+    readString(record, "status", "Status").toLowerCase() === "inactive" ||
+    readBoolean(record, "isDeleted", "IsDeleted")
+      ? "Inactive"
+      : "Active";
+
+  return {
+    id: typeof id === "string" || typeof id === "number" ? id : "",
+    name: readString(record, "name", "Name"),
+    role: readString(record, "role", "Role", "roleName", "RoleName"),
+    serviceArea: readString(record, "serviceArea", "ServiceArea", "locations", "Locations"),
+    phone: readString(record, "phone", "Phone"),
+    email: readString(record, "email", "Email"),
+    color: readString(record, "color", "Color"),
+    status,
+    isAccountOwner: readBoolean(record, "isAccountOwner", "IsAccountOwner"),
+  };
+}
+
+export function mapTeamMemberListItems(rawItems: unknown[]): TeamMemberListItem[] {
+  return rawItems.map(mapTeamMemberListItem);
+}

src/domain/team-members/types/team-member.ts

@@ -0,0 +1,15 @@
+export interface TeamMemberListItem {
+  id: string | number;
+  name: string;
+  role: string;
+  serviceArea: string;
+  phone: string;
+  email: string;
+  color: string;
+  status: "Active" | "Inactive";
+  isAccountOwner: boolean;
+}
+
+export interface TeamMemberListResult {
+  items: TeamMemberListItem[];
+}

src/domain/team-members/use-cases/use-team-members-list.ts

@@ -0,0 +1,11 @@
+import { useQuery, type UseQueryResult } from "@tanstack/react-query";
+import { teamMembersApi } from "@/domain/team-members/api/team-members-api";
+import type { TeamMemberListResult } from "@/domain/team-members/types/team-member";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+export function useTeamMembersList(): UseQueryResult<TeamMemberListResult, Error> {
+  return useQuery({
+    queryKey: queryKeys.teamMembers.list(),
+    queryFn: teamMembersApi.getList,
+  });
+}

src/domain/work-orders/errors/board-create-errors.ts

@@ -1,12 +1,12 @@
 import { isHTTPError, isNetworkError, isTimeoutError } from "ky";
 import { mapHttpStatusToMessage } from "@/api/api-error";
-import { DISPATCH_REQUIRED_MESSAGE } from "@/domain/work-orders/errors/board-patch-errors";
+import {
+  DISPATCH_REQUIRED_MESSAGE,
+  DUPLICATE_WO_NUMBER_MESSAGE,
+} from "@/domain/work-orders/errors/board-patch-errors";
 
 export const BOARD_CREATE_FAILED_MESSAGE = "Unable to create the work order. Please try again.";
 
-const DUPLICATE_WO_NUMBER_MESSAGE =
-  "This work order number is already assigned to another work order.";
-
 /** Statuses whose mapped copy is fixed product text, never the response body. */
 const FIXED_COPY_STATUSES = new Set([401, 403, 404, 500]);
 

src/domain/work-orders/errors/board-patch-errors.ts

@@ -1,3 +1,5 @@
+import { isNetworkError, isTimeoutError } from "ky";
+import { ApiError, mapHttpStatusToMessage } from "@/api/api-error";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
 
 export class BoardPatchConflictError extends Error {
@@ -24,10 +26,64 @@ export class BoardPatchValidationError extends Error {
 
 export const DISPATCH_REQUIRED_MESSAGE = "Select a vendor company before saving.";
 
-/** why: backend field names must never be exposed through user-facing board toasts. */
+export const BOARD_PATCH_FAILED_MESSAGE = "Unable to save the work order. Please try again.";
+
+export const NO_PERSISTABLE_FIELDS_MESSAGE =
+  "These changes cannot be saved on the board. Refresh and edit a supported field.";
+
+export const DUPLICATE_WO_NUMBER_MESSAGE =
+  "This work order number is already assigned to another work order.";
+
+const KNOWN_VALIDATION_COPY: ReadonlyMap<string, string> = new Map([
+  ["DispatchRequired", DISPATCH_REQUIRED_MESSAGE],
+  ["NoPersistableFields", NO_PERSISTABLE_FIELDS_MESSAGE],
+  // why: editing a WO number to one that already exists returns 422 DuplicateWoNumber;
+  // show the same product copy as create, not the generic save-failed fallback.
+  ["DuplicateWoNumber", DUPLICATE_WO_NUMBER_MESSAGE],
+]);
+
+/**
+ * why: board PATCH validation text ("vendorId is required…", object ids, backend codes)
+ * must never reach the screen. Unknown codes fall back to generic copy, not `error.message`.
+ */
 export function boardPatchValidationMessage(error: BoardPatchValidationError): string {
-  if (error.code === "DispatchRequired") {
-    return DISPATCH_REQUIRED_MESSAGE;
-  }
-  return error.message;
+  return KNOWN_VALIDATION_COPY.get(error.code) ?? BOARD_PATCH_FAILED_MESSAGE;
+}
+
+export const BOARD_PATCH_CONFLICT_MESSAGE =
+  "This work order was changed by someone else. Refresh to see the latest before saving again.";
+
+export const PARTIAL_SAVE_PREFIX = "Some changes were saved, but the rest were not.";
+
+/** Statuses whose mapped copy is fixed product text, never the response body. */
+const FIXED_COPY_STATUSES = new Set([401, 403, 404, 500]);
+
+/** why: any board edit failure toast must use product copy, never backend text or field keys. */
+export function boardPatchErrorMessage(error: unknown): string {
+  if (error instanceof BoardPatchConflictError) {
+    return BOARD_PATCH_CONFLICT_MESSAGE;
+  }
+  if (error instanceof BoardPatchValidationError) {
+    return boardPatchValidationMessage(error);
+  }
+  if (error instanceof ApiError && FIXED_COPY_STATUSES.has(error.status)) {
+    return mapHttpStatusToMessage(error.status);
+  }
+  if (isNetworkError(error) || isTimeoutError(error)) {
+    return error.message;
+  }
+  return BOARD_PATCH_FAILED_MESSAGE;
+}
+
+/** Thrown when a multi-field board edit fails after some fields already persisted. */
+export class BoardPatchPartialSaveError extends Error {
+  readonly partialRow: WorkOrderTableRow;
+  readonly failure: unknown;
+
+  constructor(partialRow: WorkOrderTableRow, failure: unknown) {
+    super(`${PARTIAL_SAVE_PREFIX} ${boardPatchErrorMessage(failure)}`);
+    this.name = "BoardPatchPartialSaveError";
+    this.partialRow = partialRow;
+    this.failure = failure;
+  }
 }

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

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

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

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

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

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

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

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

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

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

src/domain/work-orders/use-cases/use-work-order-table-mutations.ts

@@ -3,9 +3,11 @@ import { useMutation, useQueryClient } from "@tanstack/react-query";
 import { toast } from "react-toastify";
 import { workOrdersApi } from "@/domain/work-orders/api/work-orders-api";
 import {
-  boardPatchValidationMessage,
+  boardPatchErrorMessage,
   BoardPatchConflictError,
+  BoardPatchPartialSaveError,
   BoardPatchValidationError,
+  NO_PERSISTABLE_FIELDS_MESSAGE,
 } from "@/domain/work-orders/errors/board-patch-errors";
 import { mapApiStatusToWizard } from "@/domain/work-orders/mappers/wizard-draft-mapper";
 import {
@@ -58,10 +60,7 @@ async function applyBoardFieldOps(
 ): Promise<WorkOrderTableRow> {
   const ops = expandTablePatchToBoardFieldOps(patch);
   if (ops.length === 0) {
-    throw new BoardPatchValidationError(
-      "NoPersistableFields",
-      "These changes cannot be saved on the board. Refresh and edit a supported field.",
-    );
+    throw new BoardPatchValidationError("NoPersistableFields", NO_PERSISTABLE_FIELDS_MESSAGE);
   }
 
   const current = getRow?.(id);
@@ -77,14 +76,7 @@ async function applyBoardFieldOps(
       completedOps += 1;
     } catch (error) {
       if (completedOps > 0) {
-        const field = op.field;
-        const partial = new Error(
-          `Schedule update partially saved (${completedOps}/${ops.length} fields). Failed on "${field}": ${
-            error instanceof Error ? error.message : "Unknown error"
-          }`,
-        );
-        (partial as Error & { partialRow?: WorkOrderTableRow }).partialRow = latest;
-        throw partial;
+        throw new BoardPatchPartialSaveError(latest, error);
       }
       throw error;
     }
@@ -155,9 +147,8 @@ export function useWorkOrderTableMutations(
       invalidate();
     },
     onError: (error: Error, { id }) => {
-      const partialRow = (error as Error & { partialRow?: WorkOrderTableRow }).partialRow;
-      if (partialRow) {
-        onPatch(id, partialRow);
+      if (error instanceof BoardPatchPartialSaveError) {
+        onPatch(id, error.partialRow);
         toast.error(error.message);
         invalidate();
         return;
@@ -165,13 +156,10 @@ export function useWorkOrderTableMutations(
 
       if (error instanceof BoardPatchConflictError && error.currentState) {
         onPatch(id, error.currentState);
-        toast.error(error.message || "Conflict — refreshed with latest data");
-      } else if (error instanceof BoardPatchValidationError) {
-        clearPatch(id);
-        toast.error(boardPatchValidationMessage(error));
+        toast.error(boardPatchErrorMessage(error));
       } else {
         clearPatch(id);
-        toast.error(error.message || "Failed to update work order");
+        toast.error(boardPatchErrorMessage(error));
       }
       invalidate();
     },

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

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

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

@@ -49,6 +49,10 @@ export const queryKeys = {
       [...queryKeys.employees.all, "list", params ?? {}] as const,
     detail: (id: string | number) => [...queryKeys.employees.all, "detail", id] as const,
   },
+  teamMembers: {
+    all: ["teamMembers"] as const,
+    list: () => [...queryKeys.teamMembers.all, "list"] as const,
+  },
   dashboard: {
     all: ["dashboard"] as const,
     stats: (range: DashboardRangeKey, dispatcherId: string | null = null) =>
@@ -68,6 +72,12 @@ export const queryKeys = {
     byCategory: (category: string, parent?: string) =>
       [...queryKeys.dropdownOptions.all, "byCategory", category, parent ?? ""] as const,
   },
+  services: {
+    all: ["services"] as const,
+    active: () => [...queryKeys.services.all, "active"] as const,
+    byWorkOrderType: (workOrderType: string) =>
+      [...queryKeys.services.all, "byWorkOrderType", workOrderType] as const,
+  },
   locations: {
     all: ["locations"] as const,
     list: (params?: Record<string, unknown>) =>

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

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

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

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

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

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

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

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

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

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

src/test/domain/team-members/team-member-mapper.test.ts

@@ -0,0 +1,28 @@
+import { describe, expect, it } from "vitest";
+import { mapTeamMemberListItem } from "@/domain/team-members/mappers/team-member-mapper";
+
+describe("mapTeamMemberListItem", () => {
+  it("maps the existing User list response and derives inactive state", () => {
+    expect(
+      mapTeamMemberListItem({
+        Id: "u1",
+        Name: "Alex Smith",
+        RoleName: "Dispatcher",
+        Locations: "Central",
+        Email: "alex@example.com",
+        Status: "Inactive",
+        IsAccountOwner: true,
+      }),
+    ).toEqual({
+      id: "u1",
+      name: "Alex Smith",
+      role: "Dispatcher",
+      serviceArea: "Central",
+      phone: "",
+      email: "alex@example.com",
+      color: "",
+      status: "Inactive",
+      isAccountOwner: true,
+    });
+  });
+});

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

@@ -140,6 +140,25 @@ describe("workOrdersApi.createFromBoard", () => {
       locationId: 9,
     });
   });
+
+  it("includes the registry service id when selected in the wizard", async () => {
+    await workOrdersApi.createFromBoard({
+      ...EMPTY_WIZARD_DRAFT,
+      type: "Reactive",
+      siteCode: "BK5",
+      pm: "HVAC inspection",
+      serviceId: 7,
+    });
+
+    expect(apiPost).toHaveBeenCalledWith(
+      API_PATHS.workOrder.boardCreate,
+      expect.objectContaining({
+        workOrderType: 6,
+        primaryService: "HVAC inspection",
+        serviceId: 7,
+      }),
+    );
+  });
 });
 
 describe("workOrdersApi.update", () => {
@@ -615,6 +634,28 @@ describe("workOrdersApi.patchBoardField", () => {
       }),
     ).rejects.toBeInstanceOf(BoardPatchConflictError);
   });
+
+  it("throws BoardPatchValidationError with DuplicateWoNumber code on 422", async () => {
+    apiPatchFn.mockResolvedValue({
+      ok: false,
+      status: 422,
+      json: async () => ({
+        code: "DuplicateWoNumber",
+        message: "WO number already exists.",
+      }),
+    });
+
+    await expect(
+      workOrdersApi.patchBoardField(10, {
+        field: "woNumber",
+        value: "12345678901",
+        workOrderVersion: "AAAAAAA=",
+      }),
+    ).rejects.toMatchObject({
+      name: "BoardPatchValidationError",
+      code: "DuplicateWoNumber",
+    });
+  });
 });
 
 describe("workOrdersApi.createComment", () => {

src/test/domain/work-orders/errors/board-patch-errors.test.ts

@@ -0,0 +1,29 @@
+import { describe, expect, it } from "vitest";
+import {
+  BOARD_PATCH_CONFLICT_MESSAGE,
+  BOARD_PATCH_FAILED_MESSAGE,
+  BoardPatchConflictError,
+  BoardPatchValidationError,
+  DUPLICATE_WO_NUMBER_MESSAGE,
+  boardPatchErrorMessage,
+} from "@/domain/work-orders/errors/board-patch-errors";
+
+describe("boardPatchErrorMessage", () => {
+  it("maps a DuplicateWoNumber validation error to the duplicate-WO product copy", () => {
+    const error = new BoardPatchValidationError("DuplicateWoNumber", "WO number already exists.");
+
+    expect(boardPatchErrorMessage(error)).toBe(DUPLICATE_WO_NUMBER_MESSAGE);
+  });
+
+  it("never leaks backend validation text for unknown codes", () => {
+    const error = new BoardPatchValidationError("SomethingElse", "vendorId is required.");
+
+    expect(boardPatchErrorMessage(error)).toBe(BOARD_PATCH_FAILED_MESSAGE);
+  });
+
+  it("maps a conflict error to the concurrent-edit copy", () => {
+    const error = new BoardPatchConflictError("stale", null);
+
+    expect(boardPatchErrorMessage(error)).toBe(BOARD_PATCH_CONFLICT_MESSAGE);
+  });
+});

src/test/domain/work-orders/use-cases/use-work-order-table-mutations-errors.test.tsx

@@ -0,0 +1,171 @@
+import { QueryClientProvider } from "@tanstack/react-query";
+import { act, renderHook, waitFor } from "@testing-library/react";
+import type { ReactNode } from "react";
+import { toast } from "react-toastify";
+import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
+import {
+  BOARD_PATCH_CONFLICT_MESSAGE,
+  BOARD_PATCH_FAILED_MESSAGE,
+  DISPATCH_REQUIRED_MESSAGE,
+  PARTIAL_SAVE_PREFIX,
+} from "@/domain/work-orders/errors/board-patch-errors";
+import type {
+  WorkOrderTablePatch,
+  WorkOrderTableRow,
+} from "@/domain/work-orders/types/work-order-table-row";
+import { useWorkOrderTableMutations } from "@/domain/work-orders/use-cases/use-work-order-table-mutations";
+import { createTestQueryClient } from "@/test/test-utils";
+
+vi.mock("react-toastify", () => ({
+  toast: { error: vi.fn(), success: vi.fn(), warning: vi.fn() },
+}));
+
+const ROW = { id: 7, rowVersion: "v1" } as WorkOrderTableRow;
+
+function wrapper({ children }: { children: ReactNode }) {
+  return <QueryClientProvider client={createTestQueryClient()}>{children}</QueryClientProvider>;
+}
+
+type FakeResponse = { status: number; body: Record<string, unknown> };
+
+/** Board PATCH goes through the real ky client; only the network responses are faked. */
+function respondWith(...responses: FakeResponse[]) {
+  const queue = [...responses];
+  globalThis.fetch = vi.fn(async () => {
+    const next = queue.shift() ?? responses[responses.length - 1];
+    return new Response(JSON.stringify(next.body), {
+      status: next.status,
+      headers: { "Content-Type": "application/json" },
+    });
+  }) as typeof fetch;
+}
+
+async function patchAndGetToast(
+  patch: WorkOrderTablePatch = { woNumber: "WO-100" },
+  expectedCalls = 1,
+  onPatch: (id: string | number, patch: WorkOrderTablePatch) => void = () => undefined,
+): Promise<unknown> {
+  const { result } = renderHook(
+    () =>
+      useWorkOrderTableMutations({
+        onPatch,
+        clearPatch: () => undefined,
+        getRow: () => ROW,
+      }),
+    { wrapper },
+  );
+  act(() => {
+    result.current.patchField(7, patch);
+  });
+  await waitFor(() => expect(toast.error).toHaveBeenCalledTimes(1));
+  expect(globalThis.fetch).toHaveBeenCalledTimes(expectedCalls);
+  return vi.mocked(toast.error).mock.calls[0]?.[0];
+}
+
+describe("useWorkOrderTableMutations edit error copy", () => {
+  const originalFetch = globalThis.fetch;
+
+  beforeEach(() => {
+    vi.mocked(toast.error).mockClear();
+  });
+
+  afterEach(() => {
+    globalThis.fetch = originalFetch;
+  });
+
+  it("shows generic copy instead of backend text for an unknown 422 code", async () => {
+    respondWith({
+      status: 422,
+      body: {
+        code: "InvalidLifecycleStatus",
+        message: "lifecycleStatus cannot move from Completed for workOrderId 7.",
+      },
+    });
+
+    const message = await patchAndGetToast();
+
+    expect(message).toBe(BOARD_PATCH_FAILED_MESSAGE);
+    expect(message).not.toMatch(/lifecycleStatus|workOrderId|InvalidLifecycleStatus/);
+  });
+
+  it("keeps specific copy for DispatchRequired", async () => {
+    respondWith({
+      status: 422,
+      body: {
+        code: "DispatchRequired",
+        message: "vendorId is required when setting appointment fields.",
+      },
+    });
+
+    const message = await patchAndGetToast();
+
+    expect(message).toBe(DISPATCH_REQUIRED_MESSAGE);
+  });
+
+  it("shows generic copy instead of backend text for a non-422 failure", async () => {
+    respondWith({ status: 400, body: { message: "siteCode is required for accountId 42." } });
+
+    const message = await patchAndGetToast();
+
+    expect(message).toBe(BOARD_PATCH_FAILED_MESSAGE);
+  });
+
+  it("reports a partial save in plain language without backend field keys", async () => {
+    const onPatch = vi.fn();
+    respondWith(
+      { status: 200, body: { id: 7, workOrderNumber: "WO-100", rowVersion: "v2" } },
+      {
+        status: 422,
+        body: {
+          code: "SeverityInvalid",
+          message: "severity 3 is not allowed for workOrderType Emergency.",
+        },
+      },
+    );
+
+    const message = await patchAndGetToast({ woNumber: "WO-100", severity: 3 }, 2, onPatch);
+
+    expect(message).toBe(`${PARTIAL_SAVE_PREFIX} ${BOARD_PATCH_FAILED_MESSAGE}`);
+    expect(message).not.toMatch(/severity|woNumber|workOrderType|SeverityInvalid|\d\/\d/);
+    expect(onPatch).toHaveBeenCalledWith(7, expect.objectContaining({ rowVersion: "v2" }));
+  });
+
+  it("keeps DispatchRequired copy inside a partial save", async () => {
+    respondWith(
+      { status: 200, body: { id: 7, workOrderNumber: "WO-100", rowVersion: "v2" } },
+      {
+        status: 422,
+        body: { code: "DispatchRequired", message: "vendorId is required." },
+      },
+    );
+
+    const message = await patchAndGetToast({ woNumber: "WO-100", severity: 2 }, 2);
+
+    expect(message).toBe(`${PARTIAL_SAVE_PREFIX} ${DISPATCH_REQUIRED_MESSAGE}`);
+  });
+
+  it("shows fixed conflict copy and still applies the latest row on a 409", async () => {
+    const onPatch = vi.fn();
+    respondWith({
+      status: 409,
+      body: {
+        message: "RowVersion mismatch for workOrderId 7 (expected v1, found v3).",
+        currentState: { id: 7, workOrderNumber: "WO-099", rowVersion: "v3" },
+      },
+    });
+
+    const message = await patchAndGetToast({ woNumber: "WO-100" }, 1, onPatch);
+
+    expect(message).toBe(BOARD_PATCH_CONFLICT_MESSAGE);
+    expect(message).not.toMatch(/RowVersion|workOrderId|v3/);
+    expect(onPatch).toHaveBeenLastCalledWith(7, expect.objectContaining({ rowVersion: "v3" }));
+  });
+
+  it("shows fixed conflict copy when a 409 carries no latest row", async () => {
+    respondWith({ status: 409, body: { message: "RowVersion mismatch for workOrderId 7." } });
+
+    const message = await patchAndGetToast();
+
+    expect(message).toBe(BOARD_PATCH_CONFLICT_MESSAGE);
+  });
+});