fix(work-orders): preserve wizard POC edits, clear stale vendor, persist range start

src/app/(protected)/workorders/_components/wizard/use-wizard-poc-autofill.ts

@@ -4,7 +4,11 @@ import type { WorkOrderWizardDraft } from "@/domain/work-orders/types/work-order
 
 type SetDraft = (updater: (current: WorkOrderWizardDraft) => WorkOrderWizardDraft) => void;
 
-/** Auto-fills POC name/phone from the fetched location, once per selected location. */
+/**
+ * Auto-fills POC name/phone from the fetched location, once per selected location.
+ * Never clobbers fields the dispatcher already typed while detail was loading
+ * (prototype: autofill from site records, then edit if outdated).
+ */
 export function useWizardPocAutofill(
   open: boolean,
   locationId: string,
@@ -25,8 +29,12 @@ export function useWizardPocAutofill(
     }
     setDraft((current) => ({
       ...current,
-      pocName: locationDetail.contact ?? current.pocName,
-      pocPhone: locationDetail.phone ?? current.pocPhone,
+      pocName: current.pocName.trim()
+        ? current.pocName
+        : (locationDetail.contact ?? current.pocName),
+      pocPhone: current.pocPhone.trim()
+        ? current.pocPhone
+        : (locationDetail.phone ?? current.pocPhone),
     }));
     setPocAutoFilledFor(locationId);
   }, [locationId, locationDetail, pocAutoFilledFor, setDraft]);

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

@@ -30,11 +30,16 @@ export function WizardStepLocationServiceSelect({
 }: WizardStepLocationServiceSelectProps) {
   const svcSel = [draft.pm, ...draft.extraServices].filter((p, i, a) => !!p && a.indexOf(p) === i);
 
+  const clearVendorIfPrimaryChanged = (nextPm: string): Partial<WorkOrderWizardDraft> =>
+    nextPm !== draft.pm ? { vendorId: "", vendorName: "", techPhone: "" } : {};
+
   const toggleSvc = (p: string) => {
     const next = svcSel.includes(p) ? svcSel.filter((x) => x !== p) : [...svcSel, p];
+    const nextPm = next[0] ?? "";
     onPatch({
-      pm: next[0] ?? "",
+      pm: nextPm,
       extraServices: next.slice(1),
+      ...clearVendorIfPrimaryChanged(nextPm),
     });
   };
 
@@ -62,6 +67,7 @@ export function WizardStepLocationServiceSelect({
           onPatch({
             pm: p,
             extraServices: draft.extraServices.filter((x) => x !== p),
+            ...clearVendorIfPrimaryChanged(p),
           })
         }
       />

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

@@ -33,10 +33,14 @@ export function WizardStepLocationSiteSelect({
         }))}
         onPick={(id) => {
           const loc = locations.find((l) => String(l.id) === id);
+          // Switching site invalidates the previous POC — clear so autofill can
+          // seed from the new location without clobbering mid-load edits later.
           onPatch({
             locationId: id,
             locationName: loc?.name ?? "",
             siteCode: loc ? resolveSiteCode(loc) : "",
+            pocName: "",
+            pocPhone: "",
           });
         }}
       />

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

@@ -2,7 +2,11 @@ import type { WorkOrderBoardCreatePayload } from "@/domain/work-orders/types/wor
 import type { WorkOrderWizardDraft } from "@/domain/work-orders/types/work-order-wizard";
 import { mondayOf } from "@/domain/work-orders/utils/wizard-date-utils";
 
-/** Mutates `payload` with `dueDate` and day/week schedule fields (range mode has no schedule fields). */
+/**
+ * Mutates `payload` with `dueDate` and schedule fields.
+ * Range mode lands on the board using the range start as `scheduledDate`
+ * (prototype `hasScheduleDate`: a range start qualifies as scheduled).
+ */
 export function assignWizardScheduleFields(
   payload: WorkOrderBoardCreatePayload,
   draft: WorkOrderWizardDraft,
@@ -21,7 +25,7 @@ export function assignWizardScheduleFields(
     if (week) {
       payload.targetWeek = week;
     }
-  } else if (!isRange && draft.scheduledOn) {
+  } else if (draft.scheduledOn && (isRange || !draft.scheduleWeekOnly)) {
     payload.scheduledDate = draft.scheduledOn;
   }
 }

src/test/app/(protected)/workorders/use-wizard-poc-autofill.test.tsx

@@ -0,0 +1,56 @@
+import { act, renderHook } from "@testing-library/react";
+import { describe, expect, it } from "vitest";
+import { useWizardPocAutofill } from "@/app/(protected)/workorders/_components/wizard/use-wizard-poc-autofill";
+import type { Location } from "@/domain/locations/types/location";
+import {
+  EMPTY_WIZARD_DRAFT,
+  type WorkOrderWizardDraft,
+} from "@/domain/work-orders/types/work-order-wizard";
+import { useState } from "react";
+
+function baseLocation(overrides: Partial<Location> = {}): Location {
+  return {
+    id: "loc-1",
+    name: "BK5",
+    contact: "Janelle Pickett",
+    phone: "214-555-0111",
+    ...overrides,
+  } as Location;
+}
+
+describe("useWizardPocAutofill", () => {
+  it("fills empty POC fields from location detail once", () => {
+    const { result } = renderHook(() => {
+      const [draft, setDraft] = useState<WorkOrderWizardDraft>({ ...EMPTY_WIZARD_DRAFT });
+      useWizardPocAutofill(true, "loc-1", baseLocation(), setDraft);
+      return draft;
+    });
+
+    expect(result.current.pocName).toBe("Janelle Pickett");
+    expect(result.current.pocPhone).toBe("214-555-0111");
+  });
+
+  it("does not overwrite POC edits made before location detail arrives", () => {
+    const { result, rerender } = renderHook(
+      ({ detail }: { detail: Location | undefined }) => {
+        const [draft, setDraft] = useState<WorkOrderWizardDraft>({
+          ...EMPTY_WIZARD_DRAFT,
+          pocName: "Dispatcher Typed",
+          pocPhone: "999-000-1111",
+        });
+        useWizardPocAutofill(true, "loc-1", detail, setDraft);
+        return draft;
+      },
+      { initialProps: { detail: undefined as Location | undefined } },
+    );
+
+    expect(result.current.pocName).toBe("Dispatcher Typed");
+
+    act(() => {
+      rerender({ detail: baseLocation() });
+    });
+
+    expect(result.current.pocName).toBe("Dispatcher Typed");
+    expect(result.current.pocPhone).toBe("999-000-1111");
+  });
+});

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

@@ -0,0 +1,48 @@
+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 {
+  EMPTY_WIZARD_DRAFT,
+  type WorkOrderWizardDraft,
+} from "@/domain/work-orders/types/work-order-wizard";
+
+describe("WizardStepLocationServiceSelect — vendor clear on service change", () => {
+  it("clears vendor fields when the primary service changes", () => {
+    const onPatch = vi.fn();
+    const draft: WorkOrderWizardDraft = {
+      ...EMPTY_WIZARD_DRAFT,
+      pm: "HVAC",
+      vendorId: "9",
+      vendorName: "Old Vendor",
+      techPhone: "555-0100",
+    };
+
+    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={onPatch}
+      />,
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: "HVAC" }));
+    fireEvent.click(screen.getByRole("button", { name: "Plumbing" }));
+
+    expect(onPatch).toHaveBeenCalledWith(
+      expect.objectContaining({
+        pm: "Plumbing",
+        vendorId: "",
+        vendorName: "",
+        techPhone: "",
+      }),
+    );
+  });
+});

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

@@ -254,7 +254,7 @@ describe("mapWizardDraftToBoardCreatePayload", () => {
     ).toThrow("Site code is required");
   });
 
-  it("omits scheduledDate for range schedule and puts range in description only", () => {
+  it("sets scheduledDate from range start and keeps range text in description", () => {
     const payload = mapWizardDraftToBoardCreatePayload({
       ...EMPTY_WIZARD_DRAFT,
 
@@ -273,7 +273,7 @@ describe("mapWizardDraftToBoardCreatePayload", () => {
       vendorNotes: "Also not in description",
     });
 
-    expect(payload.scheduledDate).toBeUndefined();
+    expect(payload.scheduledDate).toBe("2026-06-08");
 
     expect(payload.scheduleWeekOnly).toBeUndefined();