fix(work-orders): merge dev and gate uplift create on pending and allowance

Hide a second create while a pending request exists, surface remaining auto-approval in the dialog, and refresh the branch onto current origin/dev.

docs/work-orders/pending-be-contract.md

@@ -26,6 +26,13 @@ Board row `upliftSummary` (`{ hasUplift, pendingCount, primaryStatus?, amount? }
 
 Statuses (design): `pending` \| `approved` \| `auto_approved` \| `rejected` \| `cancelled` \| `revoked`.
 
+SH-196 producer invariants (backend #64):
+
+- One open (`pending`) request per work order at a time — cancel-and-refile to submit another.
+- Auto-approval cap is cumulative per WO: `$500`, or `$5,000` for Emergency. Consumed = sum of current `auto_approved` amounts (revoked amounts are freed).
+- Amount ≤ remaining allowance → `auto_approved`; otherwise `pending` (admin queue).
+- Cancelling a WO withdraws any pending uplift in the same action.
+
 ## Search query params (`GET workorders/board/search`)
 
 | Param                          | Meaning                   |

src/app/(protected)/workorders/_components/uplifts/work-order-uplift-create-form.tsx

@@ -1,14 +1,28 @@
 import { useState } from "react";
 import { Button, TextField } from "@mui/material";
 import { Text } from "@/components/ui/text";
+import { formatUpliftMoney } from "@/domain/work-orders/utils/uplift-display-utils";
 
 type WorkOrderUpliftCreateFormProps = {
   pending?: boolean;
+  remainingAllowance: number;
   onSubmit: (input: { amount: number; notes: string }) => void | Promise<void>;
 };
 
+function amountHelperText(parsedAmount: number, remainingAllowance: number): string {
+  const remaining = `Remaining auto-approval: ${formatUpliftMoney(remainingAllowance)}.`;
+  if (!Number.isFinite(parsedAmount) || parsedAmount <= 0) {
+    return remaining;
+  }
+  if (parsedAmount <= remainingAllowance) {
+    return `${remaining} This request will auto-approve.`;
+  }
+  return `${remaining} This request will go to the admin approval queue.`;
+}
+
 export function WorkOrderUpliftCreateForm({
   pending = false,
+  remainingAllowance,
   onSubmit,
 }: WorkOrderUpliftCreateFormProps) {
   const [amount, setAmount] = useState("");
@@ -39,6 +53,7 @@ export function WorkOrderUpliftCreateForm({
           size="small"
           value={amount}
           onChange={(event) => setAmount(event.target.value)}
+          helperText={amountHelperText(parsedAmount, remainingAllowance)}
           slotProps={{ htmlInput: { min: 0, step: "0.01" } }}
         />
         <TextField

src/app/(protected)/workorders/_components/uplifts/work-order-uplifts-dialog-content.tsx

@@ -7,6 +7,7 @@ import type {
   CreateWorkOrderUpliftInput,
   WorkOrderUplift,
 } from "@/domain/work-orders/types/work-order-uplift";
+import { hasOpenWorkOrderUplift } from "@/domain/work-orders/utils/uplift-display-utils";
 
 type WorkOrderUpliftsDialogContentProps = {
   readOnly: boolean;
@@ -16,6 +17,7 @@ type WorkOrderUpliftsDialogContentProps = {
   isLoading: boolean;
   error: Error | null;
   uplifts: WorkOrderUplift[];
+  remainingAllowance: number;
   actionPending: boolean;
   createPending: boolean;
   onRetry: () => void;
@@ -32,6 +34,7 @@ export function WorkOrderUpliftsDialogContent({
   isLoading,
   error,
   uplifts,
+  remainingAllowance,
   actionPending,
   createPending,
   onRetry,
@@ -39,6 +42,8 @@ export function WorkOrderUpliftsDialogContent({
   onCancelUplift,
   onRevokeUplift,
 }: WorkOrderUpliftsDialogContentProps) {
+  const hasOpenRequest = hasOpenWorkOrderUplift(uplifts);
+
   return (
     <>
       {readOnly && (
@@ -81,8 +86,18 @@ export function WorkOrderUpliftsDialogContent({
           />
         ))}
 
-      {!readOnly && !isLoading && (
-        <WorkOrderUpliftCreateForm pending={createPending} onSubmit={onCreate} />
+      {!readOnly && !isLoading && hasOpenRequest && (
+        <Text as="p" variant="description" tone="muted">
+          Cancel the pending request to file a new one.
+        </Text>
+      )}
+
+      {!readOnly && !isLoading && !hasOpenRequest && (
+        <WorkOrderUpliftCreateForm
+          pending={createPending}
+          remainingAllowance={remainingAllowance}
+          onSubmit={onCreate}
+        />
       )}
     </>
   );

src/app/(protected)/workorders/_components/uplifts/work-order-uplifts-dialog.tsx

@@ -11,6 +11,7 @@ import {
   useWorkOrderUplifts,
 } from "@/domain/work-orders/use-cases/use-work-order-uplifts";
 import {
+  getRemainingUpliftAllowance,
   isWorkOrderUpliftsReadOnly,
   upliftRevokeRequiresReason,
 } from "@/domain/work-orders/utils/uplift-display-utils";
@@ -69,6 +70,8 @@ export function WorkOrderUpliftsDialog({ row, open, onClose }: WorkOrderUpliftsD
     setRevokeTarget({ id: upliftId, status: uplift.status });
   };
 
+  const remainingAllowance = getRemainingUpliftAllowance(row?.type ?? "", uplifts);
+
   return (
     <>
       <Dialog open={open} onClose={onClose} maxWidth="sm" fullWidth>
@@ -82,6 +85,7 @@ export function WorkOrderUpliftsDialog({ row, open, onClose }: WorkOrderUpliftsD
             isLoading={isLoading}
             error={error}
             uplifts={uplifts}
+            remainingAllowance={remainingAllowance}
             actionPending={actionPending}
             createPending={createUplift.isPending}
             onRetry={() => void refetch()}

src/domain/work-orders/utils/uplift-display-utils.ts

@@ -104,3 +104,28 @@ export function canRevokeWorkOrderUplift(
 export function upliftRevokeRequiresReason(status: WorkOrderUpliftStatus): boolean {
   return status === "approved";
 }
+
+export const UPLIFT_STANDARD_ALLOWANCE_USD = 500;
+export const UPLIFT_EMERGENCY_ALLOWANCE_USD = 5000;
+
+export function getUpliftAllowanceCap(workOrderType: string): number {
+  return workOrderType === "Emergency"
+    ? UPLIFT_EMERGENCY_ALLOWANCE_USD
+    : UPLIFT_STANDARD_ALLOWANCE_USD;
+}
+
+export function hasOpenWorkOrderUplift(
+  uplifts: ReadonlyArray<Pick<WorkOrderUplift, "status">>,
+): boolean {
+  return uplifts.some((uplift) => uplift.status === "pending");
+}
+
+export function getRemainingUpliftAllowance(
+  workOrderType: string,
+  uplifts: ReadonlyArray<Pick<WorkOrderUplift, "status" | "amount">>,
+): number {
+  const consumed = uplifts
+    .filter((uplift) => uplift.status === "auto_approved")
+    .reduce((sum, uplift) => sum + uplift.amount, 0);
+  return Math.max(0, getUpliftAllowanceCap(workOrderType) - consumed);
+}

src/test/app/(protected)/workorders/work-order-uplifts-affordances.test.tsx

@@ -3,8 +3,26 @@ import { describe, expect, it, vi } from "vitest";
 import { UpliftCell } from "@/app/(protected)/workorders/_components/list/table/cells/uplift-cell";
 import { WorkOrderUpliftsDialog } from "@/app/(protected)/workorders/_components/uplifts/work-order-uplifts-dialog";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
+import type { WorkOrderUplift } from "@/domain/work-orders/types/work-order-uplift";
 import { renderWithProviders } from "@/test/test-utils";
 
+const pendingUplift: WorkOrderUplift = {
+  id: 1,
+  status: "pending",
+  amount: 450,
+  notes: "Extra work",
+  requestedAt: "2026-07-20T10:00:00Z",
+  requestedById: "vendor-1",
+  requestedByName: "Vendor",
+  decidedAt: "",
+  decidedByName: "",
+  decisionNote: "",
+};
+
+const mockState = vi.hoisted(() => ({
+  uplifts: [] as WorkOrderUplift[],
+}));
+
 const baseRow: WorkOrderTableRow = {
   id: 42,
   woNumber: "WO-42",
@@ -53,20 +71,7 @@ const baseRow: WorkOrderTableRow = {
 
 vi.mock("@/domain/work-orders/use-cases/use-work-order-uplifts", () => ({
   useWorkOrderUplifts: () => ({
-    data: [
-      {
-        id: 1,
-        status: "pending",
-        amount: 450,
-        notes: "Extra work",
-        requestedAt: "2026-07-20T10:00:00Z",
-        requestedById: "vendor-1",
-        requestedByName: "Vendor",
-        decidedAt: "",
-        decidedByName: "",
-        decisionNote: "",
-      },
-    ],
+    data: mockState.uplifts,
     isLoading: false,
     error: null,
     refetch: vi.fn(),
@@ -100,17 +105,33 @@ describe("UpliftCell affordances", () => {
 });
 
 describe("WorkOrderUpliftsDialog affordances", () => {
-  it("shows create form for editable work orders", () => {
+  it("hides create form when a pending request already exists", () => {
+    mockState.uplifts = [pendingUplift];
+
     renderWithProviders(<WorkOrderUpliftsDialog row={baseRow} open onClose={vi.fn()} />, {
       withAuth: true,
     });
 
     expect(screen.getByRole("heading", { name: /uplifts — wo wo-42/i })).toBeInTheDocument();
-    expect(screen.getByRole("button", { name: /create uplift/i })).toBeInTheDocument();
     expect(screen.getByRole("button", { name: /cancel pending/i })).toBeInTheDocument();
+    expect(screen.getByText(/cancel the pending request to file a new one/i)).toBeInTheDocument();
+    expect(screen.queryByRole("button", { name: /create uplift/i })).not.toBeInTheDocument();
+  });
+
+  it("shows create form with remaining allowance when no pending request exists", () => {
+    mockState.uplifts = [];
+
+    renderWithProviders(<WorkOrderUpliftsDialog row={baseRow} open onClose={vi.fn()} />, {
+      withAuth: true,
+    });
+
+    expect(screen.getByRole("button", { name: /create uplift/i })).toBeInTheDocument();
+    expect(screen.getByText(/remaining auto-approval: \$500/i)).toBeInTheDocument();
   });
 
   it("hides create and cancel actions when work order is completed", () => {
+    mockState.uplifts = [pendingUplift];
+
     renderWithProviders(
       <WorkOrderUpliftsDialog row={{ ...baseRow, status: "Completed" }} open onClose={vi.fn()} />,
       { withAuth: true },

src/test/domain/work-orders/utils/uplift-display-utils.test.ts

@@ -1,6 +1,8 @@
 import { describe, expect, it } from "vitest";
 import {
   canRevokeWorkOrderUplift,
+  getRemainingUpliftAllowance,
+  hasOpenWorkOrderUplift,
   upliftRevokeRequiresReason,
 } from "@/domain/work-orders/utils/uplift-display-utils";
 
@@ -67,3 +69,29 @@ describe("upliftRevokeRequiresReason", () => {
     expect(upliftRevokeRequiresReason("auto_approved")).toBe(false);
   });
 });
+
+describe("SH-196 allowance helpers", () => {
+  it("uses a $500 cap for non-emergency work orders", () => {
+    expect(getRemainingUpliftAllowance("PM", [])).toBe(500);
+    expect(getRemainingUpliftAllowance("PM", [{ status: "auto_approved", amount: 400 }])).toBe(100);
+  });
+
+  it("uses a $5,000 cap for emergency work orders", () => {
+    expect(getRemainingUpliftAllowance("Emergency", [])).toBe(5000);
+  });
+
+  it("ignores revoked and pending amounts when computing remaining allowance", () => {
+    expect(
+      getRemainingUpliftAllowance("PM", [
+        { status: "auto_approved", amount: 200 },
+        { status: "revoked", amount: 300 },
+        { status: "pending", amount: 400 },
+      ]),
+    ).toBe(300);
+  });
+
+  it("detects an open pending request", () => {
+    expect(hasOpenWorkOrderUplift([{ status: "pending" }])).toBe(true);
+    expect(hasOpenWorkOrderUplift([{ status: "auto_approved" }])).toBe(false);
+  });
+});