fix(work-orders): keep completion freeze on live registry edits

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

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

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

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

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

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

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

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

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

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

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

@@ -100,8 +100,9 @@ export function useCompDocDialog({
     setEditDateCompleted,
   });
 
+  const company = effectiveCompany(info);
   const amazonRep = effectivePoc(info).contacts[0]?.name || "";
-  const seaRep = effectiveCompany(info).contactName || "";
+  const seaRep = company.contactName || "";
   const cfg = DOC_STATE_CFG[docState];
   const isNotRequired = docState === "not-required";
   const isGenerated = docState === "generated" || Boolean(signOffAttachment);
@@ -114,6 +115,9 @@ export function useCompDocDialog({
     dateCompleted: editDateCompleted,
     amazonRep,
     seaRep,
+    siteCode: site.code,
+    tech: company.contactName || "",
+    company: company.name || "",
   };
 
   const { persist, syncDateIfChanged, refreshAuthoritativeState, handleSaveDraft, handleGenerate } =

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

@@ -16,6 +16,7 @@ import { formatApptRange, parseApptTime } from "@/domain/work-orders/utils/wizar
 import {
   effectiveCompany,
   effectivePoc,
+  effectiveSite,
 } from "@/domain/work-orders/utils/effective-completion-snapshot";
 import { DocBadge } from "./slide-over-doc-badge";
 import { SlideOverInfoTabAssignedField } from "./slide-over-info-tab-assigned-field";
@@ -71,10 +72,11 @@ function SlideOverCompletedSite({
   sites: LocationOption[];
 }) {
   const primaryPoc = poc.contacts[0];
+  const frozenSite = effectiveSite(source);
   return (
     <SiteCell
-      value={source.site}
+      value={frozenSite?.code ?? source.site}
-      location={source.location}
+      location={frozenSite?.label ?? source.location}
       locationId={source.locationId}
       pocName={primaryPoc?.name ?? ""}
       pocPhone={primaryPoc?.phone ?? ""}
@@ -82,10 +84,11 @@ function SlideOverCompletedSite({
       additionalContacts={poc.contacts.slice(1).map((contact) => ({
         name: contact.name ?? "",
         phone: contact.phone ?? "",
+        notes: contact.notes ?? "",
       }))}
       sites={sites}
       viewOnly
-      frozenSite={source.frozenSite}
+      frozenSite={frozenSite}
       onSave={() => undefined}
     />
   );

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

@@ -98,21 +98,31 @@ export function VendorDialogBody({
 
         <div>
           <FieldLabel>Technician (optional)</FieldLabel>
-          <WizardFieldSelect
+          {frozenCompany != null ? (
-            value={selectedKey}
+            <div className={DLG_INPUT_CLS} style={DLG_INPUT_STYLE}>
-            placeholder={selectedCompany ? "Select technician …" : "Pick a company first"}
+              {frozenCompany.contactName?.trim() || tech || "—"}
-            disabled={!selectedCompany}
+            </div>
-            icon={
+          ) : (
-              <Wrench size={14} className="shrink-0" style={{ color: "var(--color-text-muted)" }} />
+            <WizardFieldSelect
-            }
+              value={selectedKey}
-            searchPlaceholder="Search technician…"
+              placeholder={selectedCompany ? "Select technician …" : "Pick a company first"}
-            options={technicianOptions.map((option) => ({
+              disabled={!selectedCompany}
-              key: option.key,
+              icon={
-              label: option.name,
+                <Wrench
-            }))}
+                  size={14}
-            onPick={onPick}
+                  className="shrink-0"
-          />
+                  style={{ color: "var(--color-text-muted)" }}
-          {companyVendorForAdd != null && (
+                />
+              }
+              searchPlaceholder="Search technician…"
+              options={technicianOptions.map((option) => ({
+                key: option.key,
+                label: option.name,
+              }))}
+              onPick={onPick}
+            />
+          )}
+          {frozenCompany == null && companyVendorForAdd != null && (
             <div className="mt-2">
               <VendorDialogAddTechnician
                 companyName={anchorCompanyName}

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

@@ -77,8 +77,8 @@ export function VendorDialog({
             technicianOptions={form.technicianOptions}
             anchorCompanyName={form.anchorCompanyName}
             companyVendorForAdd={viewOnly ? undefined : (form.companyVendor ?? undefined)}
-            tech={form.selected?.name ?? form.t}
+            tech={frozenCompany?.contactName ?? form.selected?.name ?? form.t}
-            phone={form.phone}
+            phone={frozenCompany?.phone ?? form.phone}
             notes={form.notes}
             resolvedCompany={form.resolvedCompany}
             selectedVendor={form.selectedVendor}

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

@@ -4,6 +4,7 @@ import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-ta
 import { applyAssignedToTableSave } from "@/domain/work-orders/utils/work-order-feedback-toasts";
 import { isWorkOrderCompletionSurfaceReadOnly } from "@/domain/work-orders/utils/work-order-lock";
 import {
+  effectiveAdditionalContacts,
   effectivePoc,
   effectiveSite,
 } from "@/domain/work-orders/utils/effective-completion-snapshot";
@@ -69,10 +70,7 @@ export function WoTableRowCells({
           pocName={primaryPoc?.name ?? ""}
           pocPhone={primaryPoc?.phone ?? ""}
           pocNotes={poc.notes ?? ""}
-          additionalContacts={poc.contacts.slice(1).map((contact) => ({
+          additionalContacts={effectiveAdditionalContacts(row)}
-            name: contact.name ?? "",
-            phone: contact.phone ?? "",
-          }))}
           sites={sites}
           q={search}
           viewOnly={viewOnly}

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

@@ -105,8 +105,9 @@ export function useCompDocDialog({
     setEditAddress(value);
   };
 
+  const company = effectiveCompany(row);
   const amazonRep = effectivePoc(row).contacts[0]?.name || "";
-  const seaRep = effectiveCompany(row).contactName || "";
+  const seaRep = company.contactName || "";
   const cfg = DOC_STATE_CFG[docState];
   const isNotRequired = docState === "not-required";
   const isGenerated = docState === "generated";
@@ -120,6 +121,9 @@ export function useCompDocDialog({
     dateCompleted: editDateCompleted,
     amazonRep,
     seaRep,
+    siteCode: site.code,
+    tech: company.contactName || "",
+    company: company.name || "",
   };
 
   const previewSite = useMemo(

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

@@ -314,6 +314,7 @@ function readFrozenPoc(item: Record<string, unknown>): WorkOrderFrozenPoc | unde
     ? rawContacts.map(asRecord).map((contact) => ({
         name: readString(contact, "name", "Name"),
         phone: readString(contact, "phone", "Phone"),
+        notes: readString(contact, "notes", "Notes"),
       }))
     : [];
   return {

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

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

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

@@ -38,7 +38,7 @@ export type WorkOrderFrozenCompany = {
 };
 
 export type WorkOrderFrozenPoc = {
-  contacts: { name?: string; phone?: string }[];
+  contacts: { name?: string; phone?: string; notes?: string }[];
   notes?: string;
 };
 

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

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

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

@@ -1,20 +1,53 @@
 import type { Location } from "@/domain/locations/types/location";
 import type { CompDocSiteInfo } from "@/domain/work-orders/types/completion-doc";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
-import { effectiveSite } from "@/domain/work-orders/utils/effective-completion-snapshot";
+import {
+  effectiveCompany,
+  effectiveSite,
+} from "@/domain/work-orders/utils/effective-completion-snapshot";
+
+type CompDocAddress = Pick<
+  CompDocSiteInfo,
+  "street" | "city" | "state" | "zip" | "label" | "fullAddress"
+>;
+
+type CompDocIdentityRow = Pick<WorkOrderTableRow, "site" | "location" | "status" | "frozenSite"> &
+  Partial<Pick<WorkOrderTableRow, "company" | "tech" | "techPhone" | "frozenCompany">>;
 
 function buildLabel(city?: string, state?: string): string {
   return [city, state].filter(Boolean).join(", ");
 }
 
-function toCompDocSite(street: string, city: string, state: string, zip: string): CompDocSiteInfo {
+function toCompDocAddress(
+  street: string,
+  city: string,
+  state: string,
+  zip: string,
+): CompDocAddress {
   const label = buildLabel(city, state);
   const fullAddress = [street, label, zip].filter(Boolean).join(", ") || "—";
   return { street, city, state, zip, label, fullAddress };
 }
 
-function resolveLiveLocationSite(location: Location): CompDocSiteInfo {
+function withCompDocIdentity(address: CompDocAddress, row: CompDocIdentityRow): CompDocSiteInfo {
-  return toCompDocSite(
+  const frozen = effectiveSite(row);
+  const company = effectiveCompany({
+    status: row.status,
+    company: row.company ?? "",
+    tech: row.tech ?? "",
+    techPhone: row.techPhone ?? "",
+    frozenCompany: row.frozenCompany,
+  });
+  return {
+    ...address,
+    code: frozen?.code ?? row.site,
+    tech: company.contactName ?? "",
+    company: company.name ?? "",
+  };
+}
+
+function resolveLiveLocationSite(location: Location): CompDocAddress {
+  return toCompDocAddress(
     location.address ?? "",
     location.city ?? "",
     location.state ?? "",
@@ -22,30 +55,33 @@ function resolveLiveLocationSite(location: Location): CompDocSiteInfo {
   );
 }
 
-function resolveRowLocationSite(row: Pick<WorkOrderTableRow, "location">): CompDocSiteInfo {
+function resolveRowLocationSite(row: Pick<WorkOrderTableRow, "location">): CompDocAddress {
   const locationParts = row.location.split(",").map((part) => part.trim());
   const city = locationParts[0] ?? "";
   const state = locationParts[1] ?? "";
   const label = buildLabel(city, state);
   const street = row.location && !label ? row.location : "";
-  return toCompDocSite(street, city, state, "");
+  return toCompDocAddress(street, city, state, "");
 }
 
 export function resolveCompDocSite(
-  row: Pick<WorkOrderTableRow, "site" | "location" | "status" | "frozenSite">,
+  row: CompDocIdentityRow,
   location?: Location | null,
 ): CompDocSiteInfo {
   const frozen = effectiveSite(row);
   if (frozen != null) {
-    return toCompDocSite(
+    return withCompDocIdentity(
-      frozen.address ?? "",
+      toCompDocAddress(
-      frozen.city ?? "",
+        frozen.address ?? "",
-      frozen.state ?? "",
+        frozen.city ?? "",
-      frozen.zip ?? "",
+        frozen.state ?? "",
+        frozen.zip ?? "",
+      ),
+      row,
     );
   }
   if (location?.address || location?.city) {
-    return resolveLiveLocationSite(location);
+    return withCompDocIdentity(resolveLiveLocationSite(location), row);
   }
-  return resolveRowLocationSite(row);
+  return withCompDocIdentity(resolveRowLocationSite(row), row);
 }

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

@@ -1,3 +1,4 @@
+import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
 import type {
   WorkOrderFrozenCompany,
   WorkOrderFrozenPoc,
@@ -48,8 +49,20 @@ export function effectivePoc(row: PocSnapshotRow): WorkOrderFrozenPoc {
       ...(row.additionalContacts ?? []).map((contact) => ({
         name: contact.name,
         phone: contact.phone,
+        notes: contact.notes,
       })),
     ],
     notes: row.pocNotes,
   };
 }
+
+export function effectiveAdditionalContacts(row: PocSnapshotRow): WorkOrderAdditionalContact[] {
+  if (row.status === "Completed" && row.frozenPoc != null) {
+    return row.frozenPoc.contacts.slice(1).map((contact) => ({
+      name: contact.name ?? "",
+      phone: contact.phone ?? "",
+      notes: contact.notes ?? "",
+    }));
+  }
+  return row.additionalContacts ?? [];
+}

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

@@ -1,5 +1,6 @@
 import { render, screen } from "@testing-library/react";
 import { describe, expect, it } from "vitest";
+import { VendorDialogBody } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-body";
 import { VendorDialogCompanyCard } from "@/app/(protected)/workorders/_components/list/table/cells/vendor-dialog-company-card";
 import type { VendorDropdownItem } from "@/domain/work-orders/types/work-order";
 
@@ -48,4 +49,42 @@ describe("VendorDialogCompanyCard completion snapshot", () => {
     expect(screen.getByText("200 Vendor Ave, Chicago, IL, 60602")).toBeInTheDocument();
     expect(screen.queryByText("900 Live St")).not.toBeInTheDocument();
   });
+
+  it("shows the frozen technician instead of a renamed live roster contact", () => {
+    render(
+      <VendorDialogBody
+        selectedCompany="Frozen Vendor"
+        companyOptions={[{ key: "Frozen Vendor", label: "Frozen Vendor" }]}
+        selectedKey={String(LIVE_VENDOR.id)}
+        technicianOptions={[
+          {
+            key: String(LIVE_VENDOR.id),
+            label: LIVE_VENDOR.contactName,
+            name: LIVE_VENDOR.contactName,
+            company: LIVE_VENDOR.companyName,
+            phone: "",
+            vendor: LIVE_VENDOR,
+          },
+        ]}
+        anchorCompanyName="Frozen Vendor"
+        companyVendorForAdd={LIVE_VENDOR}
+        tech="Frozen Tech"
+        phone="111"
+        notes=""
+        resolvedCompany="Frozen Vendor"
+        selectedVendor={LIVE_VENDOR}
+        frozenCompany={{ name: "Frozen Vendor", contactName: "Frozen Tech", phone: "111" }}
+        saveError={null}
+        onCompanyPick={() => undefined}
+        onPick={() => undefined}
+        onPhoneChange={() => undefined}
+        onNotesChange={() => undefined}
+        onTechnicianCreated={() => undefined}
+      />,
+    );
+
+    expect(screen.getAllByText("Frozen Tech").length).toBeGreaterThan(0);
+    expect(screen.queryByText("Live Contact")).not.toBeInTheDocument();
+    expect(screen.queryByRole("button", { name: /\+ add technician/i })).not.toBeInTheDocument();
+  });
 });

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

@@ -8,12 +8,16 @@ describe("resolveCompDocSite", () => {
         site: "BK5",
         location: "Live City, WI",
         status: "Completed",
+        company: "Live Co",
+        tech: "Live Tech",
         frozenSite: {
+          code: "FROZEN",
           address: "100 Frozen Ave",
           city: "Chicago",
           state: "IL",
           zip: "60601",
         },
+        frozenCompany: { name: "Frozen Co", contactName: "Frozen Tech" },
       },
       {
         address: "900 Live St",
@@ -24,12 +28,15 @@ describe("resolveCompDocSite", () => {
     );
 
     expect(result).toEqual({
+      code: "FROZEN",
       street: "100 Frozen Ave",
       city: "Chicago",
       state: "IL",
       zip: "60601",
       label: "Chicago, IL",
       fullAddress: "100 Frozen Ave, Chicago, IL, 60601",
+      tech: "Frozen Tech",
+      company: "Frozen Co",
     });
   });
 

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

@@ -1,5 +1,6 @@
 import { describe, expect, it } from "vitest";
 import {
+  effectiveAdditionalContacts,
   effectiveCompany,
   effectivePoc,
   effectiveSite,
@@ -61,15 +62,42 @@ describe("effective completion snapshot", () => {
         pocName: "Live POC",
         pocPhone: "222",
         pocNotes: "live",
-        additionalContacts: [{ name: "Backup", phone: "333" }],
+        additionalContacts: [{ name: "Backup", phone: "333", notes: "gate hours" }],
       }),
     ).toEqual({
       contacts: [
         { name: "Live POC", phone: "222" },
-        { name: "Backup", phone: "333" },
+        { name: "Backup", phone: "333", notes: "gate hours" },
       ],
       notes: "live",
     });
+    expect(
+      effectiveAdditionalContacts({
+        status: "Scheduled",
+        pocName: "Live POC",
+        pocPhone: "222",
+        pocNotes: "live",
+        additionalContacts: [{ name: "Backup", phone: "333", notes: "gate hours" }],
+      }),
+    ).toEqual([{ name: "Backup", phone: "333", notes: "gate hours" }]);
+  });
+
+  it("keeps extra-contact notes on the open work-order path", () => {
+    expect(
+      effectiveAdditionalContacts({
+        status: "Scheduled",
+        pocName: "Primary",
+        pocPhone: "111",
+        pocNotes: "",
+        additionalContacts: [{ name: "Backup", phone: "333", notes: "gate hours" }],
+        frozenPoc: {
+          contacts: [
+            { name: "Frozen", phone: "000" },
+            { name: "Frozen Extra", phone: "999", notes: "ignored while open" },
+          ],
+        },
+      }),
+    ).toEqual([{ name: "Backup", phone: "333", notes: "gate hours" }]);
   });
 
   it("treats missing additional contacts as an empty live contact list", () => {