Merge 0b654bb07c into f068beb45e

# Conflicts:
#	src/api/api-paths.ts

src/api/api-paths.ts

@@ -33,6 +33,9 @@ export const API_PATHS = {
     pocPatch: (id: string | number) => `workorders/${id}/poc`,
     boardDetail: (id: string | number) => `workorders/${id}/detail`,
     completionTemplates: "workorders/completion-templates",
+    completionTemplateById: (id: string | number) => `workorders/completion-templates/${id}`,
+    completionTemplateLinkedWorkOrders: (id: string | number) =>
+      `workorders/completion-templates/${id}/linked-work-orders`,
     comments: (id: string | number) => `workorders/${id}/comments`,
     commentItem: (workOrderId: string | number, commentId: string | number) =>
       `workorders/${workOrderId}/comments/${commentId}`,
@@ -83,6 +86,14 @@ export const API_PATHS = {
     getList: "User",
     create: "team-members",
     detail: "team-members",
+    invite: (id: string | number) => `team-members/${encodeURIComponent(String(id))}/invite`,
+    myPermissions: "team-members/me/permissions",
+  },
+  teamMemberInvite: {
+    resolve: "team-member-invites/resolve",
+    sendCode: "team-member-invites/send-code",
+    verifyCode: "team-member-invites/verify-code",
+    complete: "team-member-invites/complete",
   },
   contact: {
     getList: "Contact/GetContactList",

src/app/(protected)/completion-docs/_components/completion-template-add-link.tsx

@@ -0,0 +1,20 @@
+import type { ReactNode } from "react";
+
+export function CompletionTemplateAddLink({
+  onClick,
+  children,
+}: {
+  onClick: () => void;
+  children: ReactNode;
+}) {
+  return (
+    <button
+      type="button"
+      onClick={onClick}
+      className="self-start"
+      style={{ fontSize: 12, fontWeight: 500, color: "var(--color-primary)", textAlign: "left" }}
+    >
+      {children}
+    </button>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-created-by.tsx

@@ -0,0 +1,42 @@
+import { Text } from "@/components/ui/text";
+
+function initials(name: string): string {
+  return name
+    .trim()
+    .split(/\s+/)
+    .map((part) => part[0] ?? "")
+    .join("")
+    .slice(0, 2)
+    .toUpperCase();
+}
+
+export function CompletionTemplateCreatedBy({ name }: { name: string | null }) {
+  if (name === null) {
+    return (
+      <Text variant="caption" tone="muted" sx={{ fontSize: 13 }}>
+        —
+      </Text>
+    );
+  }
+  return (
+    <span className="flex items-center gap-2">
+      <span
+        aria-hidden
+        className="flex shrink-0 items-center justify-center rounded-full"
+        style={{
+          width: 22,
+          height: 22,
+          fontSize: 9,
+          fontWeight: 600,
+          background: "var(--color-bg-muted)",
+          color: "var(--color-primary)",
+        }}
+      >
+        {initials(name)}
+      </span>
+      <Text variant="caption" sx={{ fontSize: 13 }}>
+        {name}
+      </Text>
+    </span>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-detail.tsx

@@ -0,0 +1,87 @@
+import type { ReactNode } from "react";
+import { Text } from "@/components/ui/text";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { descriptionLines } from "@/domain/completion-templates/utils/description-lines";
+import { formatTemplateDate } from "@/domain/completion-templates/utils/format-template-date";
+import { CompletionTemplateCreatedBy } from "./completion-template-created-by";
+import {
+  AutoPopulatedFields,
+  FieldLabel,
+  SectionTitle,
+  StandardSafetyBullets,
+} from "./completion-template-sections";
+
+function ReadOnlyField({ label, children }: { label: string; children: ReactNode }) {
+  return (
+    <div>
+      <Text
+        variant="label"
+        tone="muted"
+        sx={{ fontSize: 12, fontWeight: 500, display: "block", marginBottom: "6px" }}
+      >
+        {label}
+      </Text>
+      {children}
+    </div>
+  );
+}
+
+function ProcedureList({ template }: { template: CompletionTemplate }) {
+  if (template.procedures.length === 0) {
+    return (
+      <Text variant="caption" tone="muted" sx={{ fontSize: 13 }}>
+        {COMPLETION_TEMPLATE_COPY.noProcedureDetail}
+      </Text>
+    );
+  }
+  return (
+    <ol className="m-0 list-none p-0">
+      {template.procedures.map((procedure, index) => (
+        <li key={index} style={{ marginBottom: 12 }}>
+          <Text variant="label" sx={{ fontSize: 13, fontWeight: 600, display: "block", mb: 0.5 }}>
+            {procedure.name || `Procedure ${index + 1}`}
+          </Text>
+          {descriptionLines(procedure.description).map((line, lineIndex) => (
+            <Text key={lineIndex} variant="body" sx={{ fontSize: 13, lineHeight: 1.5, my: 0.5 }}>
+              {line}
+            </Text>
+          ))}
+        </li>
+      ))}
+    </ol>
+  );
+}
+
+/** Everything a template holds, read-only. */
+export function CompletionTemplateDetail({ template }: { template: CompletionTemplate }) {
+  return (
+    <div className="grid gap-3.5">
+      <SectionTitle>Completion Document</SectionTitle>
+      <ReadOnlyField label="Document Title">
+        <Text variant="body" sx={{ fontSize: 13 }}>
+          {template.name || "—"}
+        </Text>
+      </ReadOnlyField>
+      <AutoPopulatedFields />
+      <div>
+        <FieldLabel>Safety Notes</FieldLabel>
+        <StandardSafetyBullets extra={template.extraSafetyNote} />
+      </div>
+      <div>
+        <FieldLabel hint="(optional)">Procedures</FieldLabel>
+        <ProcedureList template={template} />
+      </div>
+      <div className="grid grid-cols-2 gap-3">
+        <ReadOnlyField label="Last Updated">
+          <Text variant="body" sx={{ fontSize: 13 }}>
+            {formatTemplateDate(template.lastUpdatedAt)}
+          </Text>
+        </ReadOnlyField>
+        <ReadOnlyField label="Created By">
+          <CompletionTemplateCreatedBy name={template.createdByName} />
+        </ReadOnlyField>
+      </div>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-dialog-chrome.tsx

@@ -0,0 +1,105 @@
+import { FileText, Pencil, Plus, Save, Trash2 } from "lucide-react";
+import { Button } from "@/components/ui/button";
+import { DialogCancelButton } from "@/components/ui/dialog-cancel-button";
+import { IconCloseButton } from "@/components/ui/icon-close-button";
+import { Text } from "@/components/ui/text";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplatePermissions } from "./use-completion-template-permissions";
+import type { CompletionTemplateDialogMode } from "./use-completion-template-dialog";
+
+export function CompletionTemplateDialogHeader({
+  title,
+  subtitle,
+  onClose,
+}: {
+  title: string;
+  subtitle: string;
+  onClose: () => void;
+}) {
+  return (
+    <div
+      className="flex shrink-0 items-center justify-between"
+      style={{
+        height: 60,
+        padding: "0 20px",
+        borderBottom: "1px solid var(--color-border)",
+        background: "var(--color-bg-surface)",
+      }}
+    >
+      <div className="flex min-w-0 items-center gap-2.5">
+        <FileText size={18} className="shrink-0" style={{ color: "var(--color-primary)" }} />
+        <div className="min-w-0">
+          <Text
+            as="div"
+            variant="heading"
+            className="truncate"
+            sx={{ fontSize: 16, fontWeight: 700, lineHeight: 1.1 }}
+          >
+            {title}
+          </Text>
+          <Text as="div" variant="caption" tone="muted" className="truncate" sx={{ fontSize: 13 }}>
+            {subtitle}
+          </Text>
+        </div>
+      </div>
+      <IconCloseButton onClick={onClose} />
+    </div>
+  );
+}
+
+type FooterProps = {
+  mode: CompletionTemplateDialogMode;
+  permissions: CompletionTemplatePermissions;
+  isSaving: boolean;
+  onCancel: () => void;
+  onSubmit: () => void;
+  onEdit: () => void;
+  onDelete: () => void;
+};
+
+export function CompletionTemplateDialogFooter({
+  mode,
+  permissions,
+  isSaving,
+  onCancel,
+  onSubmit,
+  onEdit,
+  onDelete,
+}: FooterProps) {
+  const footerStyle = {
+    padding: "12px 20px",
+    borderTop: "1px solid var(--color-border)",
+    background: "var(--color-bg-surface)",
+    flexShrink: 0,
+  };
+  if (mode !== "view") {
+    return (
+      <div className="flex items-center justify-end gap-3" style={footerStyle}>
+        <DialogCancelButton onClick={onCancel} disabled={isSaving} />
+        <Button onClick={onSubmit} disabled={isSaving} className="gap-1.5">
+          {mode === "create" ? <Plus size={13} /> : <Save size={13} />}
+          {mode === "create"
+            ? COMPLETION_TEMPLATE_COPY.addTemplate
+            : COMPLETION_TEMPLATE_COPY.saveChanges}
+        </Button>
+      </div>
+    );
+  }
+  return (
+    <div
+      className={`flex items-center gap-3 ${permissions.canDelete ? "justify-between" : "justify-end"}`}
+      style={footerStyle}
+    >
+      {permissions.canDelete && (
+        <Button variant="ghost" onClick={onDelete} className="gap-1.5 text-destructive">
+          <Trash2 size={13} /> Delete
+        </Button>
+      )}
+      {permissions.canEdit && (
+        <Button onClick={onEdit} className="gap-1.5">
+          <Pencil size={13} /> Edit
+        </Button>
+      )}
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-dialog-heading.ts

@@ -0,0 +1,21 @@
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { formatTemplateDate } from "@/domain/completion-templates/utils/format-template-date";
+import type { CompletionTemplateDialogMode } from "./use-completion-template-dialog";
+
+export function dialogHeading(
+  template: CompletionTemplate | null,
+  mode: CompletionTemplateDialogMode,
+): { title: string; subtitle: string } {
+  if (template === null) {
+    return {
+      title: "New Completion Document Template",
+      subtitle: "Completion Document Template",
+    };
+  }
+  if (mode === "edit") return { title: template.name, subtitle: "Editing template" };
+  const createdBy = template.createdByName ?? "—";
+  return {
+    title: template.name,
+    subtitle: `Created by ${createdBy} · Updated ${formatTemplateDate(template.lastUpdatedAt)}`,
+  };
+}

src/app/(protected)/completion-docs/_components/completion-template-dialog.tsx

@@ -0,0 +1,102 @@
+import { Dialog, DialogTitle } from "@mui/material";
+import { useState } from "react";
+import { dialogBlurBackdropSlotProps } from "@/components/ui/dialog-blur-backdrop";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { CompletionTemplateDetail } from "./completion-template-detail";
+import {
+  CompletionTemplateDialogFooter,
+  CompletionTemplateDialogHeader,
+} from "./completion-template-dialog-chrome";
+import { dialogHeading } from "./completion-template-dialog-heading";
+import { CompletionTemplateForm } from "./completion-template-form";
+import { CompletionTemplatePreview } from "./completion-template-preview";
+import { DeleteCompletionTemplateDialog } from "./delete-completion-template-dialog";
+import {
+  useCompletionTemplateDialog,
+  type CompletionTemplateDialogMode,
+} from "./use-completion-template-dialog";
+import type { CompletionTemplatePermissions } from "./use-completion-template-permissions";
+
+type CompletionTemplateDialogProps = {
+  /** `null` adds a new template. */
+  template: CompletionTemplate | null;
+  initialMode: CompletionTemplateDialogMode;
+  permissions: CompletionTemplatePermissions;
+  onClose: () => void;
+  onSaved: (template: CompletionTemplate) => void;
+};
+
+/** View, add or edit one template beside its document preview. */
+export function CompletionTemplateDialog({
+  template,
+  initialMode,
+  permissions,
+  onClose,
+  onSaved,
+}: CompletionTemplateDialogProps) {
+  const dialog = useCompletionTemplateDialog({ template, initialMode, onClose, onSaved });
+  const [confirmingDelete, setConfirmingDelete] = useState(false);
+  const heading = dialogHeading(template, dialog.mode);
+
+  return (
+    <Dialog
+      open
+      onClose={onClose}
+      maxWidth={false}
+      aria-labelledby="completion-template-dialog-title"
+      slotProps={{
+        ...dialogBlurBackdropSlotProps,
+        paper: {
+          className: "flex max-h-[85vh] flex-col overflow-hidden border border-border p-0",
+          style: {
+            borderRadius: 12,
+            width: "min(1040px, calc(100vw - 32px))",
+            maxWidth: "none",
+            background: "var(--color-bg-muted)",
+          },
+        },
+      }}
+    >
+      <DialogTitle id="completion-template-dialog-title" className="sr-only">
+        {heading.title}
+      </DialogTitle>
+      <CompletionTemplateDialogHeader
+        title={heading.title}
+        subtitle={heading.subtitle}
+        onClose={onClose}
+      />
+      <div className="flex min-h-0 flex-1 flex-row">
+        <CompletionTemplatePreview values={dialog.previewValues} isEditing={dialog.isEditing} />
+        <div
+          className="flex min-h-0 flex-col"
+          style={{ width: "42%", background: "var(--color-bg-surface)" }}
+        >
+          <div className="min-h-0 flex-1 overflow-y-auto" style={{ padding: 20 }}>
+            {dialog.isEditing ? (
+              <CompletionTemplateForm form={dialog.form} />
+            ) : (
+              template !== null && <CompletionTemplateDetail template={template} />
+            )}
+          </div>
+        </div>
+      </div>
+      <CompletionTemplateDialogFooter
+        mode={dialog.mode}
+        permissions={permissions}
+        isSaving={dialog.isSaving}
+        onCancel={dialog.cancel}
+        onSubmit={() => void dialog.submit()}
+        onEdit={dialog.startEditing}
+        onDelete={() => setConfirmingDelete(true)}
+      />
+      {template !== null && permissions.canDelete && (
+        <DeleteCompletionTemplateDialog
+          template={template}
+          open={confirmingDelete}
+          onClose={() => setConfirmingDelete(false)}
+          onDeleted={onClose}
+        />
+      )}
+    </Dialog>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-form.tsx

@@ -0,0 +1,64 @@
+import { Controller, type UseFormReturn } from "react-hook-form";
+import { FormField } from "@/components/ui/form-field";
+import { TextField } from "@/components/ui/text-field";
+import type { CompletionTemplateFormValues } from "@/domain/completion-templates/schemas/completion-template-schema";
+import { CompletionTemplateProceduresEditor } from "./completion-template-procedures-editor";
+import { CompletionTemplateSafetyNoteField } from "./completion-template-safety-note-field";
+import {
+  AutoPopulatedFields,
+  FieldLabel,
+  SectionTitle,
+  StandardSafetyBullets,
+} from "./completion-template-sections";
+
+type CompletionTemplateFormProps = {
+  form: UseFormReturn<CompletionTemplateFormValues>;
+};
+
+function TitleField({ form }: CompletionTemplateFormProps) {
+  return (
+    <Controller
+      control={form.control}
+      name="name"
+      render={({ field, fieldState }) => (
+        <FormField
+          label="Document Title"
+          htmlFor="completion-template-title"
+          required
+          error={fieldState.error !== undefined}
+          helperText={fieldState.error?.message}
+        >
+          <TextField
+            id="completion-template-title"
+            value={field.value}
+            onChange={field.onChange}
+            onBlur={field.onBlur}
+            inputRef={field.ref}
+            placeholder="Completion document title"
+            error={fieldState.error !== undefined}
+          />
+        </FormField>
+      )}
+    />
+  );
+}
+
+/** The editable template: title, fixed references, the optional note and procedures. */
+export function CompletionTemplateForm({ form }: CompletionTemplateFormProps) {
+  return (
+    <div className="grid gap-3.5">
+      <SectionTitle>Completion Document</SectionTitle>
+      <TitleField form={form} />
+      <AutoPopulatedFields />
+      <div className="grid gap-1">
+        <FieldLabel>Safety Notes</FieldLabel>
+        <StandardSafetyBullets />
+        <CompletionTemplateSafetyNoteField form={form} />
+      </div>
+      <div>
+        <FieldLabel hint="(optional)">Procedures</FieldLabel>
+        <CompletionTemplateProceduresEditor form={form} />
+      </div>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-preview.tsx

@@ -0,0 +1,133 @@
+import { FileText } from "lucide-react";
+import { Text } from "@/components/ui/text";
+import { CompDocDocumentFrame } from "@/app/(protected)/workorders/_components/comp-doc/comp-doc-document-frame";
+import { CompDocPreviewHeader } from "@/app/(protected)/workorders/_components/comp-doc/comp-doc-preview-header";
+import { CompDocProcedureHeading } from "@/app/(protected)/workorders/_components/comp-doc/comp-doc-procedure-heading";
+import { CompDocSafetyBullets } from "@/app/(protected)/workorders/_components/comp-doc/comp-doc-safety-bullets";
+import {
+  AUTO_POPULATED_FIELDS,
+  COMPLETION_TEMPLATE_COPY,
+} from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplateProcedure } from "@/domain/completion-templates/types/completion-template";
+import { descriptionLines } from "@/domain/completion-templates/utils/description-lines";
+
+export interface CompletionTemplatePreviewValues {
+  name: string;
+  extraSafetyNote: string | null;
+  procedures: CompletionTemplateProcedure[];
+}
+
+type CompletionTemplatePreviewProps = {
+  values: CompletionTemplatePreviewValues;
+  isEditing: boolean;
+};
+
+function PreviewPill({ isEditing }: { isEditing: boolean }) {
+  return (
+    <div className="flex shrink-0 items-center justify-center" style={{ padding: "12px 0" }}>
+      <span
+        className="inline-flex items-center gap-1.5"
+        style={{
+          height: 28,
+          padding: "0 12px",
+          borderRadius: 9999,
+          background: "var(--color-bg-surface)",
+          border: "1px solid var(--color-border)",
+          fontSize: 12,
+          fontWeight: 500,
+          color: "var(--muted-foreground)",
+        }}
+      >
+        <FileText size={13} />
+        {isEditing ? "Live preview" : "Document preview"}
+      </span>
+    </div>
+  );
+}
+
+function PreviewTitle({ name }: { name: string }) {
+  const title = name.trim();
+  return (
+    <>
+      <Text
+        as="h2"
+        variant="title"
+        family="body"
+        sx={{
+          fontSize: 13,
+          fontWeight: 700,
+          letterSpacing: "0.02em",
+          color: title ? "#161E38" : "#9CA3AF",
+          margin: "16px 0 4px",
+        }}
+      >
+        {title ? title.toUpperCase() : COMPLETION_TEMPLATE_COPY.untitledDocument}
+      </Text>
+      <Text variant="body" sx={{ fontSize: 12, color: "#58595B", margin: "2px 0 12px" }}>
+        {AUTO_POPULATED_FIELDS.join(" · ")} {COMPLETION_TEMPLATE_COPY.autoFilledSuffix}
+      </Text>
+    </>
+  );
+}
+
+function PreviewProcedures({ procedures }: { procedures: CompletionTemplateProcedure[] }) {
+  if (procedures.length === 0) {
+    return (
+      <Text
+        variant="body"
+        sx={{ fontSize: 12.5, color: "#9CA3AF", margin: "16px 0 0", fontStyle: "italic" }}
+      >
+        {COMPLETION_TEMPLATE_COPY.noProcedurePreview}
+      </Text>
+    );
+  }
+  return (
+    <>
+      {procedures.map((procedure, index) => (
+        <section key={index} aria-label={`Preview procedure ${index + 1}`}>
+          <CompDocProcedureHeading>
+            {procedure.name.trim() || `Procedure ${index + 1}`}
+          </CompDocProcedureHeading>
+          {descriptionLines(procedure.description).map((line, lineIndex) => (
+            <Text
+              key={lineIndex}
+              variant="body"
+              sx={{ fontSize: 13, lineHeight: 1.5, color: "#161E38", margin: "4px 0" }}
+            >
+              {line}
+            </Text>
+          ))}
+        </section>
+      ))}
+    </>
+  );
+}
+
+/** The template rendered on the same page, header and safety bullets as a work order's document. */
+export function CompletionTemplatePreview({ values, isEditing }: CompletionTemplatePreviewProps) {
+  const note = values.extraSafetyNote?.trim() ?? "";
+  return (
+    <div
+      className="flex min-h-0 flex-col"
+      style={{
+        width: "58%",
+        borderRight: "1px solid var(--color-border)",
+        background: "var(--color-bg-muted)",
+      }}
+    >
+      <PreviewPill isEditing={isEditing} />
+      <div
+        className="min-h-0 flex-1 overflow-x-hidden overflow-y-auto"
+        style={{ padding: "0 20px 20px" }}
+        data-testid="completion-template-preview"
+      >
+        <CompDocDocumentFrame>
+          <CompDocPreviewHeader />
+          <PreviewTitle name={values.name} />
+          <CompDocSafetyBullets extra={note === "" ? [] : [note]} />
+          <PreviewProcedures procedures={values.procedures} />
+        </CompDocDocumentFrame>
+      </div>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-procedures-editor.tsx

@@ -0,0 +1,103 @@
+import { Controller, useFieldArray, type UseFormReturn } from "react-hook-form";
+import { Text } from "@/components/ui/text";
+import { TextField } from "@/components/ui/text-field";
+import { PROCEDURE_NAME_MAX_LENGTH } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplateFormValues } from "@/domain/completion-templates/schemas/completion-template-schema";
+import { CompletionTemplateAddLink } from "./completion-template-add-link";
+import { CompletionTemplateRemoveButton } from "./completion-template-remove-button";
+
+type ProceduresEditorProps = {
+  form: UseFormReturn<CompletionTemplateFormValues>;
+};
+
+const DESCRIPTION_PLACEHOLDER =
+  "Describe the procedure — steps, sub-items, whatever the source document has. One item per line works well.";
+
+function ProcedureFields({ form, index }: ProceduresEditorProps & { index: number }) {
+  return (
+    <div className="grid gap-2.5">
+      <Controller
+        control={form.control}
+        name={`procedures.${index}.name`}
+        render={({ field }) => (
+          <TextField
+            value={field.value}
+            onChange={field.onChange}
+            onBlur={field.onBlur}
+            inputRef={field.ref}
+            placeholder="Procedure name (e.g. Backflow Procedure)"
+            slotProps={{
+              htmlInput: {
+                "aria-label": `Procedure ${index + 1} name`,
+                maxLength: PROCEDURE_NAME_MAX_LENGTH,
+              },
+            }}
+          />
+        )}
+      />
+      <Controller
+        control={form.control}
+        name={`procedures.${index}.description`}
+        render={({ field }) => (
+          <TextField
+            value={field.value}
+            onChange={field.onChange}
+            onBlur={field.onBlur}
+            inputRef={field.ref}
+            multiline
+            minRows={5}
+            maxRows={8}
+            placeholder={DESCRIPTION_PLACEHOLDER}
+            slotProps={{ htmlInput: { "aria-label": `Procedure ${index + 1} description` } }}
+            sx={{ "& .MuiOutlinedInput-root": { height: "auto" } }}
+          />
+        )}
+      />
+    </div>
+  );
+}
+
+/** Procedures print in the order they are listed here. */
+export function CompletionTemplateProceduresEditor({ form }: ProceduresEditorProps) {
+  const { fields, append, remove } = useFieldArray({ control: form.control, name: "procedures" });
+
+  return (
+    <div className="grid gap-3">
+      {fields.map((field, index) => (
+        <fieldset
+          key={field.id}
+          aria-label={`Procedure ${index + 1}`}
+          className="m-0 min-w-0"
+          style={{
+            padding: 12,
+            borderRadius: "var(--radius-md)",
+            border: "1px solid var(--color-border)",
+          }}
+        >
+          <div className="flex items-center justify-between" style={{ marginBottom: 8 }}>
+            <Text
+              variant="caption"
+              tone="muted"
+              sx={{
+                fontSize: 12,
+                fontWeight: 600,
+                textTransform: "uppercase",
+                letterSpacing: "0.04em",
+              }}
+            >
+              Procedure {index + 1}
+            </Text>
+            <CompletionTemplateRemoveButton
+              label={`Remove procedure ${index + 1}`}
+              onClick={() => remove(index)}
+            />
+          </div>
+          <ProcedureFields form={form} index={index} />
+        </fieldset>
+      ))}
+      <CompletionTemplateAddLink onClick={() => append({ name: "", description: "" })}>
+        + Add procedure
+      </CompletionTemplateAddLink>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-remove-button.tsx

@@ -0,0 +1,22 @@
+import { X } from "lucide-react";
+
+export function CompletionTemplateRemoveButton({
+  label,
+  onClick,
+}: {
+  label: string;
+  onClick: () => void;
+}) {
+  return (
+    <button
+      type="button"
+      onClick={onClick}
+      title={label}
+      aria-label={label}
+      className="shrink-0"
+      style={{ color: "var(--color-text-muted)" }}
+    >
+      <X size={14} />
+    </button>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-safety-note-field.tsx

@@ -0,0 +1,55 @@
+import { Controller, useWatch, type UseFormReturn } from "react-hook-form";
+import { TextField } from "@/components/ui/text-field";
+import { EXTRA_SAFETY_NOTE_MAX_LENGTH } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplateFormValues } from "@/domain/completion-templates/schemas/completion-template-schema";
+import { CompletionTemplateAddLink } from "./completion-template-add-link";
+import { CompletionTemplateRemoveButton } from "./completion-template-remove-button";
+
+type SafetyNoteFieldProps = {
+  form: UseFormReturn<CompletionTemplateFormValues>;
+};
+
+/** At most one template-specific note, printed after the standard bullets. */
+export function CompletionTemplateSafetyNoteField({ form }: SafetyNoteFieldProps) {
+  const note = useWatch({ control: form.control, name: "extraSafetyNote" });
+  const setNote = (value: string | null) =>
+    form.setValue("extraSafetyNote", value, { shouldDirty: true });
+
+  if (note === null) {
+    return (
+      <CompletionTemplateAddLink onClick={() => setNote("")}>
+        + Add safety note
+      </CompletionTemplateAddLink>
+    );
+  }
+  return (
+    <div className="flex items-start gap-2">
+      <Controller
+        control={form.control}
+        name="extraSafetyNote"
+        render={({ field }) => (
+          <TextField
+            multiline
+            minRows={3}
+            maxRows={8}
+            value={field.value ?? ""}
+            onChange={field.onChange}
+            onBlur={field.onBlur}
+            inputRef={field.ref}
+            placeholder="Type safety note…"
+            slotProps={{
+              htmlInput: {
+                "aria-label": "Extra safety note",
+                maxLength: EXTRA_SAFETY_NOTE_MAX_LENGTH,
+              },
+            }}
+            sx={{ "& .MuiOutlinedInput-root": { height: "auto" } }}
+          />
+        )}
+      />
+      <div style={{ marginTop: 6 }}>
+        <CompletionTemplateRemoveButton label="Remove safety note" onClick={() => setNote(null)} />
+      </div>
+    </div>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-template-sections.tsx

@@ -0,0 +1,75 @@
+import type { ReactNode } from "react";
+import { Text } from "@/components/ui/text";
+import { AUTO_POPULATED_FIELDS } from "@/domain/completion-templates/constants/completion-template-constants";
+import { SAFETY_BULLETS } from "@/domain/work-orders/utils/completion-doc-procedures";
+
+export function SectionTitle({ children }: { children: ReactNode }) {
+  return (
+    <Text as="div" variant="heading" family="body" sx={{ fontSize: 16, fontWeight: 600 }}>
+      {children}
+    </Text>
+  );
+}
+
+export function FieldLabel({ children, hint }: { children: ReactNode; hint?: string }) {
+  return (
+    <div className="flex items-baseline gap-1.5" style={{ marginBottom: 4 }}>
+      <Text
+        variant="caption"
+        tone="muted"
+        sx={{ fontSize: 11, fontWeight: 500, textTransform: "uppercase", letterSpacing: "0.06em" }}
+      >
+        {children}
+      </Text>
+      {hint !== undefined && (
+        <Text variant="caption" tone="muted" sx={{ fontSize: 11 }}>
+          {hint}
+        </Text>
+      )}
+    </div>
+  );
+}
+
+export function AutoPopulatedFields() {
+  return (
+    <div>
+      <FieldLabel>Auto-populated fields</FieldLabel>
+      <ul className="m-0 flex list-none flex-wrap items-center gap-1.5 p-0">
+        {AUTO_POPULATED_FIELDS.map((field) => (
+          <li
+            key={field}
+            className="inline-flex items-center"
+            style={{
+              background: "var(--color-bg-muted)",
+              color: "var(--color-text-muted)",
+              fontSize: 12,
+              padding: "2px 8px",
+              borderRadius: 4,
+            }}
+          >
+            {field}
+          </li>
+        ))}
+      </ul>
+    </div>
+  );
+}
+
+/** The standard bullets every generated document prints; never editable per template. */
+export function StandardSafetyBullets({ extra }: { extra?: string | null }) {
+  return (
+    <ul aria-label="Safety notes" style={{ margin: "0 0 8px", paddingLeft: 18 }}>
+      {SAFETY_BULLETS.map((bullet) => (
+        <li
+          key={bullet}
+          style={{ fontSize: 12.5, color: "var(--color-text-muted)", margin: "2px 0" }}
+        >
+          {bullet}
+        </li>
+      ))}
+      {Boolean(extra) && (
+        <li style={{ fontSize: 12.5, margin: "2px 0", whiteSpace: "pre-wrap" }}>{extra}</li>
+      )}
+    </ul>
+  );
+}

src/app/(protected)/completion-docs/_components/completion-templates-table.tsx

@@ -0,0 +1,162 @@
+import { Table, TableBody, TableCell, TableHead, TableRow } from "@mui/material";
+import { Eye, FileText, Pencil, Search } from "lucide-react";
+import type { MouseEvent } from "react";
+import { TableLoadingRow } from "@/components/ui/table-state-rows";
+import { Text } from "@/components/ui/text";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { formatTemplateDate } from "@/domain/completion-templates/utils/format-template-date";
+import { CompletionTemplateCreatedBy } from "./completion-template-created-by";
+
+const HEAD_CELL_SX = {
+  fontSize: 10.5,
+  fontWeight: 700,
+  letterSpacing: "0.06em",
+  textTransform: "uppercase",
+  background: "var(--color-bg-muted)",
+  padding: "11px 14px",
+  whiteSpace: "nowrap",
+} as const;
+
+const BODY_CELL_SX = { fontSize: 13, padding: "8px 12px" } as const;
+
+type CompletionTemplatesTableProps = {
+  templates: CompletionTemplate[];
+  isLoading: boolean;
+  /** The load failed: the page shows the error, so there is no search result to explain. */
+  hasError: boolean;
+  canEdit: boolean;
+  onView: (template: CompletionTemplate) => void;
+  onEdit: (template: CompletionTemplate) => void;
+};
+
+function RowAction({
+  label,
+  icon: Icon,
+  onClick,
+}: {
+  label: string;
+  icon: typeof Eye;
+  onClick: () => void;
+}) {
+  return (
+    <button
+      type="button"
+      title={label}
+      aria-label={label}
+      onClick={(event: MouseEvent) => {
+        event.stopPropagation();
+        onClick();
+      }}
+      className="flex size-7 items-center justify-center rounded-md text-muted-foreground transition-colors hover:bg-muted hover:text-primary"
+    >
+      <Icon size={15} />
+    </button>
+  );
+}
+
+function EmptyRow() {
+  return (
+    <TableRow>
+      <TableCell colSpan={4} sx={{ padding: 0, borderBottom: 0 }}>
+        <div
+          className="flex flex-col items-center justify-center gap-2 text-center"
+          style={{ padding: "64px 16px" }}
+        >
+          <Search size={22} aria-hidden style={{ color: "var(--color-text-muted)" }} />
+          <Text variant="body" sx={{ fontSize: 14, fontWeight: 600 }}>
+            {COMPLETION_TEMPLATE_COPY.emptySearchTitle}
+          </Text>
+          <Text variant="description" tone="muted" sx={{ fontSize: 12.5 }}>
+            {COMPLETION_TEMPLATE_COPY.emptySearchHint}
+          </Text>
+        </div>
+      </TableCell>
+    </TableRow>
+  );
+}
+
+function TemplateRow({
+  template,
+  canEdit,
+  onView,
+  onEdit,
+}: Omit<CompletionTemplatesTableProps, "templates" | "isLoading" | "hasError"> & {
+  template: CompletionTemplate;
+}) {
+  return (
+    <TableRow hover onClick={() => onView(template)} sx={{ cursor: "pointer", height: 52 }}>
+      <TableCell sx={BODY_CELL_SX}>
+        <span className="inline-flex items-center gap-2.5">
+          <span
+            aria-hidden
+            className="inline-flex shrink-0 items-center justify-center rounded-full"
+            style={{
+              width: 28,
+              height: 28,
+              background: "var(--color-bg-muted)",
+              color: "var(--color-primary)",
+            }}
+          >
+            <FileText size={14} />
+          </span>
+          {template.name}
+        </span>
+      </TableCell>
+      <TableCell sx={{ ...BODY_CELL_SX, color: "text.secondary" }}>
+        {formatTemplateDate(template.lastUpdatedAt)}
+      </TableCell>
+      <TableCell sx={BODY_CELL_SX}>
+        <CompletionTemplateCreatedBy name={template.createdByName} />
+      </TableCell>
+      <TableCell sx={BODY_CELL_SX}>
+        <span className="flex items-center gap-1">
+          <RowAction label="View details" icon={Eye} onClick={() => onView(template)} />
+          {canEdit && <RowAction label="Edit" icon={Pencil} onClick={() => onEdit(template)} />}
+        </span>
+      </TableCell>
+    </TableRow>
+  );
+}
+
+export function CompletionTemplatesTable({
+  templates,
+  isLoading,
+  hasError,
+  canEdit,
+  onView,
+  onEdit,
+}: CompletionTemplatesTableProps) {
+  return (
+    <Table
+      stickyHeader
+      size="small"
+      aria-label="Completion document templates"
+      sx={{ minWidth: 700 }}
+    >
+      <TableHead>
+        <TableRow>
+          <TableCell sx={{ ...HEAD_CELL_SX, width: 360 }}>Document Title</TableCell>
+          <TableCell sx={{ ...HEAD_CELL_SX, width: 140 }}>Last Updated</TableCell>
+          <TableCell sx={{ ...HEAD_CELL_SX, width: 180 }}>Created By</TableCell>
+          <TableCell sx={{ ...HEAD_CELL_SX, width: 90 }}>
+            <span className="sr-only">Actions</span>
+          </TableCell>
+        </TableRow>
+      </TableHead>
+      <TableBody>
+        {isLoading && <TableLoadingRow colSpan={4} />}
+        {!isLoading && !hasError && templates.length === 0 && <EmptyRow />}
+        {templates.map((template) => (
+          <TemplateRow
+            key={template.id}
+            template={template}
+            canEdit={canEdit}
+            onView={onView}
+            onEdit={onEdit}
+          />
+        ))}
+      </TableBody>
+    </Table>
+  );
+}

src/app/(protected)/completion-docs/_components/delete-completion-template-dialog.tsx

@@ -0,0 +1,98 @@
+import { CircularProgress, Dialog, DialogActions, DialogContent, DialogTitle } from "@mui/material";
+import { useNavigate } from "react-router";
+import { Button } from "@/components/ui/button";
+import { DialogCancelButton } from "@/components/ui/dialog-cancel-button";
+import { Text } from "@/components/ui/text";
+import type {
+  CompletionTemplate,
+  LinkedWorkOrders,
+} from "@/domain/completion-templates/types/completion-template";
+import { useDeleteCompletionTemplate } from "@/domain/completion-templates/use-cases/use-completion-template-mutations";
+import { useLinkedWorkOrders } from "@/domain/completion-templates/use-cases/use-completion-templates";
+import { buildWorkOrderIdsHref } from "@/domain/work-orders/utils/work-order-ids-filter";
+
+type DeleteCompletionTemplateDialogProps = {
+  template: CompletionTemplate;
+  open: boolean;
+  onClose: () => void;
+  onDeleted: () => void;
+};
+
+function deleteMessage(name: string, linked: LinkedWorkOrders): string {
+  if (linked.count === 0) return `This will permanently remove "${name}". This cannot be undone.`;
+  const plural = linked.count === 1 ? "" : "s";
+  return (
+    `This will permanently remove "${name}". It's still linked to ${linked.count} open work ` +
+    `order${plural} through its Service — deleting it won't change that Service, but new ` +
+    "documents generated for those work orders will fall back to a generic procedure until " +
+    "reassigned. This cannot be undone."
+  );
+}
+
+function LinkedWorkOrdersMessage({
+  name,
+  linked,
+}: {
+  name: string;
+  linked: ReturnType<typeof useLinkedWorkOrders>;
+}) {
+  if (linked.isPending) {
+    return (
+      <div className="flex items-center gap-2" role="status">
+        <CircularProgress size={16} />
+        <Text variant="description" tone="muted">
+          Checking linked work orders…
+        </Text>
+      </div>
+    );
+  }
+  if (linked.isError) {
+    return (
+      <Text variant="error">
+        Couldn't check which work orders use this template. Close this and try again.
+      </Text>
+    );
+  }
+  return <Text variant="description">{deleteMessage(name, linked.data)}</Text>;
+}
+
+/** Deleting always asks first, and names the open work orders that still depend on the template. */
+export function DeleteCompletionTemplateDialog({
+  template,
+  open,
+  onClose,
+  onDeleted,
+}: DeleteCompletionTemplateDialogProps) {
+  const navigate = useNavigate();
+  const linked = useLinkedWorkOrders(open ? template.id : null);
+  const remove = useDeleteCompletionTemplate();
+  const linkedIds = linked.data?.workOrderIds ?? [];
+
+  function confirmDelete() {
+    remove.mutate(template.id, { onSuccess: onDeleted });
+  }
+
+  return (
+    <Dialog open={open} onClose={onClose} maxWidth="xs" fullWidth>
+      <DialogTitle>Delete this template?</DialogTitle>
+      <DialogContent>
+        <LinkedWorkOrdersMessage name={template.name} linked={linked} />
+      </DialogContent>
+      <DialogActions>
+        <DialogCancelButton onClick={onClose} />
+        {linkedIds.length > 0 && (
+          <Button variant="outline" onClick={() => void navigate(buildWorkOrderIdsHref(linkedIds))}>
+            View linked work orders
+          </Button>
+        )}
+        <Button
+          variant="destructive"
+          onClick={confirmDelete}
+          disabled={!linked.isSuccess || remove.isPending}
+        >
+          Delete
+        </Button>
+      </DialogActions>
+    </Dialog>
+  );
+}

src/app/(protected)/completion-docs/_components/use-completion-template-dialog.ts

@@ -0,0 +1,109 @@
+import { zodResolver } from "@hookform/resolvers/zod";
+import { useState } from "react";
+import { useForm, useWatch } from "react-hook-form";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import {
+  toCompletionTemplateFormValues,
+  toCompletionTemplateInput,
+} from "@/domain/completion-templates/mappers/completion-template-mapper";
+import {
+  completionTemplateFormSchema,
+  type CompletionTemplateFormValues,
+} from "@/domain/completion-templates/schemas/completion-template-schema";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import {
+  isTitleRequiredError,
+  useCreateCompletionTemplate,
+  useUpdateCompletionTemplate,
+} from "@/domain/completion-templates/use-cases/use-completion-template-mutations";
+import type { CompletionTemplatePreviewValues } from "./completion-template-preview";
+
+export type CompletionTemplateDialogMode = "create" | "view" | "edit";
+
+type UseCompletionTemplateDialogOptions = {
+  template: CompletionTemplate | null;
+  initialMode: CompletionTemplateDialogMode;
+  onClose: () => void;
+  onSaved: (template: CompletionTemplate) => void;
+};
+
+function usePreviewValues(
+  control: ReturnType<typeof useForm<CompletionTemplateFormValues>>["control"],
+): CompletionTemplatePreviewValues {
+  const watched = useWatch({ control });
+  return {
+    name: watched.name ?? "",
+    extraSafetyNote: watched.extraSafetyNote ?? null,
+    procedures: (watched.procedures ?? []).map((procedure) => ({
+      name: procedure?.name ?? "",
+      description: procedure?.description ?? "",
+    })),
+  };
+}
+
+export function useCompletionTemplateDialog({
+  template,
+  initialMode,
+  onClose,
+  onSaved,
+}: UseCompletionTemplateDialogOptions) {
+  const [mode, setMode] = useState<CompletionTemplateDialogMode>(
+    template === null ? "create" : initialMode,
+  );
+  const form = useForm<CompletionTemplateFormValues>({
+    resolver: zodResolver(completionTemplateFormSchema),
+    defaultValues: toCompletionTemplateFormValues(template),
+  });
+  const previewValues = usePreviewValues(form.control);
+  const create = useCreateCompletionTemplate();
+  const update = useUpdateCompletionTemplate();
+
+  function showServerTitleError(error: Error) {
+    if (!isTitleRequiredError(error)) return;
+    form.setError(
+      "name",
+      { message: COMPLETION_TEMPLATE_COPY.titleRequired },
+      { shouldFocus: true },
+    );
+  }
+
+  const submit = form.handleSubmit((values) => {
+    const input = toCompletionTemplateInput(values);
+    if (template === null) {
+      create.mutate(input, { onSuccess: onClose, onError: showServerTitleError });
+      return;
+    }
+    update.mutate(
+      { template, input },
+      {
+        onSuccess: (saved) => {
+          form.reset(toCompletionTemplateFormValues(saved));
+          setMode("view");
+          onSaved(saved);
+        },
+        onError: showServerTitleError,
+      },
+    );
+  });
+
+  /** Discards unsaved edits: back to the template as it was, or closed when creating. */
+  function cancel() {
+    if (template === null) {
+      onClose();
+      return;
+    }
+    form.reset(toCompletionTemplateFormValues(template));
+    setMode("view");
+  }
+
+  return {
+    mode,
+    isEditing: mode !== "view",
+    form,
+    previewValues,
+    submit,
+    cancel,
+    startEditing: () => setMode("edit"),
+    isSaving: create.isPending || update.isPending,
+  };
+}

src/app/(protected)/completion-docs/_components/use-completion-template-permissions.ts

@@ -0,0 +1,17 @@
+import { hasPermission, usePermissions } from "@/domain/auth/use-cases/use-permissions";
+
+export interface CompletionTemplatePermissions {
+  canCreate: boolean;
+  canEdit: boolean;
+  canDelete: boolean;
+}
+
+/** Template actions follow the signed-in user's effective permissions, never their role alone. */
+export function useCompletionTemplatePermissions(): CompletionTemplatePermissions {
+  const permissions = usePermissions();
+  return {
+    canCreate: hasPermission(permissions, "createCompletionDocTemplates"),
+    canEdit: hasPermission(permissions, "editCompletionDocTemplates"),
+    canDelete: hasPermission(permissions, "deleteCompletionDocTemplates"),
+  };
+}

src/app/(protected)/completion-docs/index.tsx

@@ -0,0 +1,99 @@
+import { Box } from "@mui/material";
+import { Plus } from "lucide-react";
+import { useState } from "react";
+import { Button } from "@/components/ui/button";
+import { PageHeader } from "@/components/ui/page-header";
+import { QueryErrorPanel } from "@/components/ui/query-error-panel";
+import { SearchInput } from "@/components/ui/search-input";
+import { Text } from "@/components/ui/text";
+import {
+  COMPLETION_TEMPLATE_COPY,
+  templateCountLabel,
+} from "@/domain/completion-templates/constants/completion-template-constants";
+import type { CompletionTemplate } from "@/domain/completion-templates/types/completion-template";
+import { useCompletionTemplates } from "@/domain/completion-templates/use-cases/use-completion-templates";
+import { useDebounce } from "@/hooks/use-debounce";
+import { CompletionTemplateDialog } from "./_components/completion-template-dialog";
+import { CompletionTemplatesTable } from "./_components/completion-templates-table";
+import type { CompletionTemplateDialogMode } from "./_components/use-completion-template-dialog";
+import { useCompletionTemplatePermissions } from "./_components/use-completion-template-permissions";
+
+type OpenDialog = { template: CompletionTemplate | null; mode: CompletionTemplateDialogMode };
+
+export default function CompletionDocsPage() {
+  const permissions = useCompletionTemplatePermissions();
+  const [search, setSearch] = useState("");
+  const debouncedSearch = useDebounce(search, 250);
+  const all = useCompletionTemplates();
+  const filtered = useCompletionTemplates(debouncedSearch);
+  const [dialog, setDialog] = useState<OpenDialog | null>(null);
+  const templates = filtered.data ?? [];
+
+  return (
+    <Box className="flex h-full flex-col overflow-hidden p-2.5">
+      <PageHeader
+        surface
+        title={COMPLETION_TEMPLATE_COPY.pageTitle}
+        subtitle={templateCountLabel(all.data?.length ?? 0)}
+        actions={
+          <div className="flex items-center gap-2">
+            <SearchInput
+              value={search}
+              onChange={setSearch}
+              placeholder={COMPLETION_TEMPLATE_COPY.searchPlaceholder}
+              aria-label="Search document title"
+              className="w-56"
+            />
+            {permissions.canCreate && (
+              <Button
+                onClick={() => setDialog({ template: null, mode: "create" })}
+                className="gap-1.5"
+              >
+                <Plus size={13} /> {COMPLETION_TEMPLATE_COPY.addTemplate}
+              </Button>
+            )}
+          </div>
+        }
+      />
+
+      {filtered.error !== null && (
+        <QueryErrorPanel
+          className="mt-3 shrink-0"
+          compact
+          message={filtered.error.message || "Failed to load templates."}
+          onRetry={() => void filtered.refetch()}
+        />
+      )}
+
+      <div
+        className="mt-4 min-h-0 flex-1 overflow-auto rounded-lg border border-border"
+        style={{ background: "var(--card)" }}
+      >
+        <CompletionTemplatesTable
+          templates={templates}
+          isLoading={filtered.isPending}
+          hasError={filtered.error !== null}
+          canEdit={permissions.canEdit}
+          onView={(template) => setDialog({ template, mode: "view" })}
+          onEdit={(template) => setDialog({ template, mode: "edit" })}
+        />
+      </div>
+      <div className="shrink-0 px-4 py-2">
+        <Text variant="caption" tone="muted" sx={{ fontSize: 11 }}>
+          {templateCountLabel(templates.length)}
+        </Text>
+      </div>
+
+      {dialog !== null && (
+        <CompletionTemplateDialog
+          key={dialog.template?.id ?? "new"}
+          template={dialog.template}
+          initialMode={dialog.mode}
+          permissions={permissions}
+          onClose={() => setDialog(null)}
+          onSaved={(template) => setDialog({ template, mode: "view" })}
+        />
+      )}
+    </Box>
+  );
+}

src/app/(protected)/locations/_components/location-delete-dialog.tsx

@@ -1,42 +0,0 @@
-import {
-  Button,
-  Dialog,
-  DialogActions,
-  DialogContent,
-  DialogContentText,
-  DialogTitle,
-} from "@mui/material";
-import type { LocationListItem } from "@/domain/locations/types/location";
-
-interface LocationDeleteDialogProps {
-  isPending: boolean;
-  onClose: () => void;
-  onConfirm: () => void;
-  target: LocationListItem | null;
-}
-
-export function LocationDeleteDialog({
-  isPending,
-  onClose,
-  onConfirm,
-  target,
-}: LocationDeleteDialogProps) {
-  return (
-    <Dialog open={Boolean(target)} onClose={onClose}>
-      <DialogTitle>Delete this site?</DialogTitle>
-      <DialogContent>
-        <DialogContentText>
-          This will permanently remove {target?.name} from Sites. This cannot be undone.
-        </DialogContentText>
-      </DialogContent>
-      <DialogActions>
-        <Button onClick={onClose} disabled={isPending}>
-          Cancel
-        </Button>
-        <Button color="error" variant="contained" onClick={onConfirm} disabled={isPending}>
-          {isPending ? "Deleting..." : "Delete"}
-        </Button>
-      </DialogActions>
-    </Dialog>
-  );
-}

src/app/(protected)/locations/_components/locations-table.tsx

@@ -1,8 +1,6 @@
-import DeleteOutlineIcon from "@mui/icons-material/DeleteOutlined";
 import {
   Button,
   CircularProgress,
-  IconButton,
   Paper,
   Table,
   TableBody,
@@ -10,7 +8,6 @@ import {
   TableContainer,
   TableHead,
   TableRow,
-  Tooltip,
   Typography,
 } from "@mui/material";
 import type { LocationListItem } from "@/domain/locations/types/location";
@@ -19,17 +16,15 @@ import { StateAreaCell } from "./state-area-cell";
 
 interface LocationsTableProps {
   isLoading: boolean;
-  onDelete: (row: LocationListItem) => void;
   onOpen: (row: LocationListItem) => void;
   rows: LocationListItem[];
   selectedId?: string | null;
 }
 
-const COLUMN_COUNT = 8;
+const COLUMN_COUNT = 7;
 
 export function LocationsTable({
   isLoading,
-  onDelete,
   onOpen,
   rows,
   selectedId = null,
@@ -46,9 +41,6 @@ export function LocationsTable({
             <TableCell className="font-semibold">State</TableCell>
             <TableCell className="font-semibold">POC Name</TableCell>
             <TableCell className="font-semibold">POC Phone</TableCell>
-            <TableCell align="right" className="font-semibold">
-              <span className="sr-only">Actions</span>
-            </TableCell>
           </TableRow>
         </TableHead>
         <TableBody>
@@ -98,20 +90,6 @@ export function LocationsTable({
                   <LocationsContactsCell row={row} />
                 </TableCell>
                 <TableCell>{row.phone || "—"}</TableCell>
-                <TableCell align="right">
-                  <Tooltip title="Delete">
-                    <IconButton
-                      size="small"
-                      aria-label={`Delete site ${row.name}`}
-                      onClick={(event) => {
-                        event.stopPropagation();
-                        onDelete(row);
-                      }}
-                    >
-                      <DeleteOutlineIcon fontSize="small" />
-                    </IconButton>
-                  </Tooltip>
-                </TableCell>
               </TableRow>
             ))}
         </TableBody>

src/app/(protected)/locations/_components/site-delete-dialog.tsx

@@ -0,0 +1,110 @@
+import { useNavigate } from "react-router";
+import {
+  Button,
+  CircularProgress,
+  Dialog,
+  DialogActions,
+  DialogContent,
+  DialogContentText,
+  DialogTitle,
+} from "@mui/material";
+import { DIALOG_BLUR_BACKDROP_SX } from "@/components/ui/dialog-blur-backdrop";
+import { useDeleteLocation } from "@/domain/locations/use-cases/use-delete-location";
+import { useSiteOpenWorkOrders } from "@/domain/locations/use-cases/use-site-open-work-orders";
+import { buildSiteOpenWorkOrdersHref } from "@/domain/work-orders/utils/dashboard-drilldown-params";
+import { buildWorkOrderIdsHref } from "@/domain/work-orders/utils/work-order-ids-filter";
+
+interface SiteDeleteDialogProps {
+  open: boolean;
+  siteId: string;
+  siteCode: string;
+  onClose: () => void;
+  onDeleted: () => void;
+}
+
+const CHECK_FAILED_MESSAGE =
+  "Couldn't check this site for open work orders. Try again before deleting it.";
+
+function describeDeletion(siteCode: string, openCount: number): string {
+  if (openCount === 0) {
+    return `This will permanently remove ${siteCode} from Sites. This cannot be undone.`;
+  }
+  const noun = openCount === 1 ? "work order" : "work orders";
+  return `This will permanently remove ${siteCode} from Sites. It still has ${openCount} open ${noun} — deleting the site won't cancel them automatically. This cannot be undone.`;
+}
+
+/** Delete confirmation; warns with the open work-order count and links to those work orders. */
+export function SiteDeleteDialog({
+  open,
+  siteId,
+  siteCode,
+  onClose,
+  onDeleted,
+}: SiteDeleteDialogProps) {
+  const navigate = useNavigate();
+  const deleteLocation = useDeleteLocation();
+  const {
+    data: openWorkOrders,
+    isLoading,
+    isError,
+    isFetching,
+    refetch,
+  } = useSiteOpenWorkOrders(siteId, open);
+  const openCount = openWorkOrders?.count ?? 0;
+  // Without a current count the warning cannot be trusted, so Delete waits for a successful check.
+  // `isFetching` covers reopening: the count cached from the last open is stale until the refetch lands.
+  const countUnknown = isLoading || isFetching || isError;
+  // The server caps the id list; when it doesn't cover the stated count, open the site's whole board.
+  const openIds = openWorkOrders?.workOrderIds ?? [];
+  const openWorkOrdersHref =
+    openIds.length > 0 && openIds.length >= openCount
+      ? buildWorkOrderIdsHref(openIds)
+      : buildSiteOpenWorkOrdersHref(siteId);
+
+  return (
+    <Dialog
+      open={open}
+      onClose={() => {
+        if (!deleteLocation.isPending) {
+          onClose();
+        }
+      }}
+      aria-labelledby="site-delete-title"
+      slotProps={{ backdrop: { sx: DIALOG_BLUR_BACKDROP_SX } }}
+    >
+      <DialogTitle id="site-delete-title">Delete this site?</DialogTitle>
+      <DialogContent>
+        {isFetching && !isError && (
+          <CircularProgress size={20} aria-label="Checking open work orders" />
+        )}
+        {isError && <DialogContentText role="alert">{CHECK_FAILED_MESSAGE}</DialogContentText>}
+        {!countUnknown && (
+          <DialogContentText>{describeDeletion(siteCode, openCount)}</DialogContentText>
+        )}
+      </DialogContent>
+      <DialogActions>
+        <Button variant="text" onClick={onClose} disabled={deleteLocation.isPending}>
+          Cancel
+        </Button>
+        {isError && (
+          <Button variant="outlined" disabled={isFetching} onClick={() => void refetch()}>
+            Try again
+          </Button>
+        )}
+        {!countUnknown && openCount > 0 && (
+          <Button variant="outlined" onClick={() => navigate(openWorkOrdersHref)}>
+            View open work orders
+          </Button>
+        )}
+        <Button
+          variant="contained"
+          color="error"
+          disabled={countUnknown || deleteLocation.isPending}
+          onClick={() => deleteLocation.mutate(siteId, { onSuccess: onDeleted })}
+        >
+          {deleteLocation.isPending ? "Deleting..." : "Delete"}
+        </Button>
+      </DialogActions>
+    </Dialog>
+  );
+}

src/app/(protected)/locations/_components/site-detail-panel.tsx

@@ -1,8 +1,11 @@
-import { useEffect, useState } from "react";
+import { useContext, useEffect, useState } from "react";
 import { Alert, Box, Button, CircularProgress, Drawer, Stack, Typography } from "@mui/material";
 import { IconCloseButton } from "@/components/ui/icon-close-button";
 import type { Location } from "@/domain/locations/types/location";
 import { useLocationDetail } from "@/domain/locations/use-cases/use-location-detail";
+import { canDeleteSites } from "@/lib/auth/user-utils";
+import { AuthContext } from "@/providers/auth-context";
+import { SiteDeleteDialog } from "./site-delete-dialog";
 import { SiteDetailEdit } from "./site-detail-edit";
 import { SiteDetailView } from "./site-detail-view";
 
@@ -36,6 +39,8 @@ function PanelHeader({ location, onClose }: { location?: Location; onClose: () =
 
 function PanelBody({ siteId, onClose }: { siteId: string; onClose: () => void }) {
   const [mode, setMode] = useState<"view" | "edit">("view");
+  const [isDeleteOpen, setIsDeleteOpen] = useState(false);
+  const canDelete = canDeleteSites(useContext(AuthContext)?.user?.userRoles);
   const { data: location, isLoading, error } = useLocationDetail(siteId);
 
   return (
@@ -65,10 +70,22 @@ function PanelBody({ siteId, onClose }: { siteId: string; onClose: () => void })
             className="border-t px-4 py-3"
             sx={{ justifyContent: "flex-end", borderColor: "divider" }}
           >
+            {canDelete && (
+              <Button color="error" onClick={() => setIsDeleteOpen(true)} className="mr-auto">
+                Delete
+              </Button>
+            )}
             <Button variant="contained" onClick={() => setMode("edit")}>
               Edit
             </Button>
           </Stack>
+          <SiteDeleteDialog
+            open={isDeleteOpen}
+            siteId={siteId}
+            siteCode={location.name ?? ""}
+            onClose={() => setIsDeleteOpen(false)}
+            onDeleted={onClose}
+          />
         </>
       )}
     </>

src/app/(protected)/locations/index.tsx

@@ -9,14 +9,11 @@ import {
   TextField,
   Typography,
 } from "@mui/material";
-import type { LocationListItem } from "@/domain/locations/types/location";
-import { useDeleteLocation } from "@/domain/locations/use-cases/use-delete-location";
 import { useLocationsList } from "@/domain/locations/use-cases/use-locations-list";
 import { useDebounce } from "@/hooks/use-debounce";
 import { expandAreasToStateCodes, type AreaZone } from "@/data/areas";
 import { AddSiteDialog } from "./_components/add-site-dialog";
 import { AreaFacet } from "./_components/area-facet";
-import { LocationDeleteDialog } from "./_components/location-delete-dialog";
 import { LocationsTable } from "./_components/locations-table";
 import { SITE_PANEL_WIDTH, SiteDetailPanel } from "./_components/site-detail-panel";
 
@@ -25,12 +22,10 @@ export default function LocationsListPage() {
   const [page, setPage] = useState(0);
   const [pageSize, setPageSize] = useState(12);
   const [selectedAreas, setSelectedAreas] = useState<AreaZone[]>([]);
-  const [deleteTarget, setDeleteTarget] = useState<LocationListItem | null>(null);
   const [isAddOpen, setIsAddOpen] = useState(false);
   const [selectedId, setSelectedId] = useState<string | null>(null);
 
   const debouncedSearch = useDebounce(search, 300);
-  const deleteLocation = useDeleteLocation();
   const closePanel = useCallback(() => setSelectedId(null), []);
 
   const stateCodes = useMemo(() => expandAreasToStateCodes(selectedAreas), [selectedAreas]);
@@ -50,20 +45,6 @@ export default function LocationsListPage() {
   const rows = data?.items ?? [];
   const totalCount = data?.totalCount ?? 0;
 
-  const handleDeleteConfirm = () => {
-    if (!deleteTarget) {
-      return;
-    }
-
-    const deletedId = String(deleteTarget.id);
-    deleteLocation.mutate(deleteTarget.id, {
-      onSuccess: () => {
-        setDeleteTarget(null);
-        setSelectedId((current) => (current === deletedId ? null : current));
-      },
-    });
-  };
-
   return (
     <Box
       className="flex flex-col gap-4 p-4"
@@ -120,7 +101,6 @@ export default function LocationsListPage() {
         rows={rows}
         selectedId={selectedId}
         onOpen={(row) => setSelectedId(String(row.id))}
-        onDelete={setDeleteTarget}
       />
       <TablePagination
         component="div"
@@ -136,12 +116,6 @@ export default function LocationsListPage() {
       />
       <AddSiteDialog open={isAddOpen} onClose={() => setIsAddOpen(false)} />
       <SiteDetailPanel siteId={selectedId} onClose={closePanel} />
-      <LocationDeleteDialog
-        target={deleteTarget}
-        isPending={deleteLocation.isPending}
-        onClose={() => setDeleteTarget(null)}
-        onConfirm={handleDeleteConfirm}
-      />
     </Box>
   );
 }

src/app/(protected)/team-members/_components/resend-invite-button.tsx

@@ -0,0 +1,26 @@
+import { Mail } from "lucide-react";
+
+import { Button } from "@/components/ui/button";
+import type { TeamMemberDetail } from "@/domain/team-members/types/team-member";
+import { useResendTeamMemberInvite } from "@/domain/team-members/use-cases/use-resend-team-member-invite";
+
+/** Re-sends the registration invite to an active member who has not registered yet. */
+export function ResendInviteButton({ member }: { member: TeamMemberDetail }) {
+  const resendInvite = useResendTeamMemberInvite();
+
+  if (!member.pendingRegistration || member.status !== "Active") {
+    return null;
+  }
+
+  return (
+    <Button
+      variant="outline"
+      onClick={() => resendInvite.mutate({ id: member.id, email: member.email })}
+      loading={resendInvite.isPending}
+      loadingText="Sending…"
+      startIcon={<Mail size={15} aria-hidden="true" />}
+    >
+      Resend invite
+    </Button>
+  );
+}

src/app/(protected)/team-members/_components/team-member-detail-drawer.tsx

@@ -37,6 +37,7 @@ import {
 import { getFormErrors } from "./team-member-permissions";
 import { TeamMemberFormFields, type TeamMemberForm } from "./add-team-member-dialog";
 import { canonicalRole, resolveFormColor } from "./team-member-form-options";
+import { ResendInviteButton } from "./resend-invite-button";
 import {
   useTeamMemberDetail,
   useUpdateTeamMember,
@@ -206,6 +207,7 @@ function MemberEditForm({
 }
 
 function DrawerFooter({
+  member,
   editing,
   form,
   setForm,
@@ -215,6 +217,7 @@ function DrawerFooter({
   onEdit,
   onSave,
 }: {
+  member: TeamMemberDetail;
   editing: boolean;
   form: TeamMemberForm;
   setForm: Dispatch<SetStateAction<TeamMemberForm>>;
@@ -257,7 +260,8 @@ function DrawerFooter({
           </Stack>
         </Stack>
       ) : (
-        <Stack direction="row" sx={{ justifyContent: "flex-end" }}>
+        <Stack direction="row" sx={{ justifyContent: "flex-end", gap: 1.5 }}>
+          <ResendInviteButton member={member} />
           <Button variant="contained" onClick={onEdit}>
             Edit
           </Button>
@@ -475,6 +479,7 @@ export function TeamMemberDetailDrawer({
 
         {currentMember !== undefined && (
           <DrawerFooter
+            member={currentMember}
             editing={editor.editing}
             form={editor.form}
             setForm={editor.setForm}

src/app/(protected)/team-members/_components/team-member-permissions.ts

@@ -47,6 +47,7 @@ export const PERMISSION_LABELS: Record<string, string> = {
 };
 
 export const ALL_PERMISSION_KEYS = PERMISSION_GROUPS.flatMap((group) => group.keys);
+export type PermissionKey = (typeof ALL_PERMISSION_KEYS)[number];
 const DISPATCHER_DEFAULTS = new Set([
   "createVendors",
   "editVendors",

src/app/(protected)/uplifts/_components/uplift-approval-tabs.ts

@@ -0,0 +1,52 @@
+export const UPLIFT_APPROVAL_TABS = ["pending", "approved", "rejected"] as const;
+export type UpliftApprovalTab = (typeof UPLIFT_APPROVAL_TABS)[number];
+
+export function isUpliftApprovalTab(value: string): value is UpliftApprovalTab {
+  return (UPLIFT_APPROVAL_TABS as readonly string[]).includes(value);
+}
+
+const PENDING_HEADER_CELLS = [
+  "Work Order",
+  "Service / Vendor",
+  "Amount",
+  "Approved on WO",
+  "Notes",
+  "Attachments",
+  "Requested By",
+  "Waiting",
+  "Actions",
+] as const;
+
+const APPROVED_HEADER_CELLS = [
+  "Work Order",
+  "Service / Vendor",
+  "Amount",
+  "Approved on WO",
+  "Notes",
+  "Attachments",
+  "Requested By",
+  "Approved By",
+  "Approved At",
+  "Actions",
+] as const;
+
+// A rejection is terminal, so the archive ends with the decision and its reason
+// instead of an Actions column.
+const REJECTED_HEADER_CELLS = [
+  "Work Order",
+  "Service / Vendor",
+  "Amount",
+  "Approved on WO",
+  "Notes",
+  "Attachments",
+  "Requested By",
+  "Rejected By",
+  "Rejected At",
+  "Rejection Reason",
+] as const;
+
+export const UPLIFT_APPROVAL_HEADER_CELLS: Record<UpliftApprovalTab, readonly string[]> = {
+  pending: PENDING_HEADER_CELLS,
+  approved: APPROVED_HEADER_CELLS,
+  rejected: REJECTED_HEADER_CELLS,
+};

src/app/(protected)/uplifts/_components/uplift-approvals-table.tsx

@@ -16,14 +16,20 @@ import {
   formatUpliftMoney,
   isGrantedAmount,
 } from "@/app/(protected)/uplifts/_components/format-uplift-money";
+import {
+  UPLIFT_APPROVAL_HEADER_CELLS,
+  type UpliftApprovalTab,
+} from "@/app/(protected)/uplifts/_components/uplift-approval-tabs";
+import {
+  RejectedEmptyState,
+  RejectedRowCells,
+} from "@/app/(protected)/uplifts/_components/uplift-rejected-cells";
 import { Text } from "@/components/ui/text";
 import { useUpliftsCanApprove } from "@/domain/uplifts/use-cases/use-uplifts-can-approve";
 import { upliftAmount } from "@/domain/uplifts/utils/uplift-amount";
 import type { UpliftQueueItem } from "@/domain/uplifts/types/uplift";
 import { formatDateTime, getWaitTimeTextClass, timeSince, waitTimeColor } from "@/lib/time-utils";
 
-export type UpliftApprovalTab = "pending" | "approved";
-
 const CLOSED_WO_TOOLTIP = "This work order is closed. Uplifts can no longer be revoked.";
 const ADMIN_ONLY_REVOKE_TOOLTIP = "Only admins can revoke uplifts";
 
@@ -236,65 +242,84 @@ function UpliftApprovalRow({
         <AttachmentsCell row={row} onOpenAttachment={onOpenAttachment} />
       </TableCell>
       <TableCell>{row.requestedByVendorName || "—"}</TableCell>
-      {tab === "pending" ? (
-        <TableCell>
-          <WaitingCell row={row} />
-        </TableCell>
-      ) : (
+      {tab === "pending" && (
+        <>
+          <TableCell>
+            <WaitingCell row={row} />
+          </TableCell>
+          <TableCell>
+            <PendingRowActions
+              row={row}
+              onApprove={onApprove}
+              onReject={onReject}
+              isDecisionPending={isDecisionPending}
+            />
+          </TableCell>
+        </>
+      )}
+      {tab === "approved" && (
         <>
           <TableCell>{row.decidedByName || "—"}</TableCell>
           <TableCell>{row.decidedAt ? formatDateTime(row.decidedAt) : "—"}</TableCell>
+          <TableCell>
+            <ApprovedRowActions
+              row={row}
+              canRevoke={canRevoke}
+              onRevoke={onRevoke}
+              isDecisionPending={isDecisionPending}
+            />
+          </TableCell>
         </>
       )}
-      <TableCell>
-        {tab === "pending" ? (
-          <PendingRowActions
-            row={row}
-            onApprove={onApprove}
-            onReject={onReject}
-            isDecisionPending={isDecisionPending}
-          />
-        ) : (
-          <ApprovedRowActions
-            row={row}
-            canRevoke={canRevoke}
-            onRevoke={onRevoke}
-            isDecisionPending={isDecisionPending}
-          />
-        )}
+      {tab === "rejected" && <RejectedRowCells row={row} />}
+    </TableRow>
+  );
+}
+
+function UpliftApprovalsEmptyState({ tab }: { tab: UpliftApprovalTab }) {
+  if (tab === "rejected") return <RejectedEmptyState />;
+  if (tab === "approved") {
+    return (
+      <Box>
+        <Text variant="description">No approved uplifts yet</Text>
+        <Text variant="caption" tone="muted">
+          Uplifts you approve are archived here for reference.
+        </Text>
+      </Box>
+    );
+  }
+  return (
+    <Text variant="description" tone="muted">
+      No uplifts waiting for approval.
+    </Text>
+  );
+}
+
+// A failed queue is not an empty one: the page's error alert explains it, so the
+// empty-state copy must not also claim the list has nothing in it.
+function UpliftApprovalsEmptyRow({
+  tab,
+  colSpan,
+  hasError,
+}: {
+  tab: UpliftApprovalTab;
+  colSpan: number;
+  hasError: boolean;
+}) {
+  if (hasError) return null;
+  return (
+    <TableRow>
+      <TableCell colSpan={colSpan} align="center" className="py-10">
+        <UpliftApprovalsEmptyState tab={tab} />
       </TableCell>
     </TableRow>
   );
 }
 
-const PENDING_HEADER_CELLS = [
-  "Work Order",
-  "Service / Vendor",
-  "Amount",
-  "Approved on WO",
-  "Notes",
-  "Attachments",
-  "Requested By",
-  "Waiting",
-  "Actions",
-] as const;
-
-const APPROVED_HEADER_CELLS = [
-  "Work Order",
-  "Service / Vendor",
-  "Amount",
-  "Approved on WO",
-  "Notes",
-  "Attachments",
-  "Requested By",
-  "Approved By",
-  "Approved At",
-  "Actions",
-] as const;
-
 export function UpliftApprovalsTable({
   tab,
   isLoading,
+  hasError,
   rows,
   canRevoke,
   onOpenDetail,
@@ -306,6 +331,7 @@ export function UpliftApprovalsTable({
 }: {
   tab: UpliftApprovalTab;
   isLoading: boolean;
+  hasError: boolean;
   rows: UpliftQueueItem[];
   canRevoke: boolean;
   onOpenDetail: (row: UpliftQueueItem) => void;
@@ -315,7 +341,7 @@ export function UpliftApprovalsTable({
   onOpenAttachment: (row: UpliftQueueItem) => void;
   isDecisionPending: boolean;
 }) {
-  const headerCells = tab === "pending" ? PENDING_HEADER_CELLS : APPROVED_HEADER_CELLS;
+  const headerCells = UPLIFT_APPROVAL_HEADER_CELLS[tab];
   return (
     <TableContainer component={Paper} variant="outlined">
       <Table size="small" aria-label={`${tab} uplift requests`}>
@@ -336,22 +362,7 @@ export function UpliftApprovalsTable({
               </TableCell>
             </TableRow>
           ) : rows.length === 0 ? (
-            <TableRow>
-              <TableCell colSpan={headerCells.length} align="center" className="py-10">
-                {tab === "pending" ? (
-                  <Text variant="description" tone="muted">
-                    No uplifts waiting for approval.
-                  </Text>
-                ) : (
-                  <Box>
-                    <Text variant="description">No approved uplifts yet</Text>
-                    <Text variant="caption" tone="muted">
-                      Uplifts you approve are archived here for reference.
-                    </Text>
-                  </Box>
-                )}
-              </TableCell>
-            </TableRow>
+            <UpliftApprovalsEmptyRow tab={tab} colSpan={headerCells.length} hasError={hasError} />
           ) : (
             rows.map((row) => (
               <UpliftApprovalRow

src/app/(protected)/uplifts/_components/uplift-rejected-cells.tsx

@@ -0,0 +1,28 @@
+import HighlightOffOutlinedIcon from "@mui/icons-material/HighlightOffOutlined";
+import { Box, TableCell } from "@mui/material";
+import { Text } from "@/components/ui/text";
+import type { UpliftQueueItem } from "@/domain/uplifts/types/uplift";
+import { formatDateTime } from "@/lib/time-utils";
+
+export function RejectedRowCells({ row }: { row: UpliftQueueItem }) {
+  return (
+    <>
+      <TableCell>{row.decidedByName || "—"}</TableCell>
+      <TableCell>{row.decidedAt ? formatDateTime(row.decidedAt) : "—"}</TableCell>
+      <TableCell sx={{ maxWidth: 260 }}>
+        <Text variant="caption" sx={{ whiteSpace: "pre-wrap" }}>
+          {row.decisionNote || "—"}
+        </Text>
+      </TableCell>
+    </>
+  );
+}
+
+export function RejectedEmptyState() {
+  return (
+    <Box className="flex flex-col items-center gap-2">
+      <HighlightOffOutlinedIcon color="disabled" aria-hidden />
+      <Text variant="description">No rejected uplifts.</Text>
+    </Box>
+  );
+}

src/app/(protected)/uplifts/index.tsx

@@ -1,9 +1,11 @@
 import { useState } from "react";
 import { Alert, Box, Chip, Stack, Tab, Tabs, TablePagination } from "@mui/material";
 import {
-  UpliftApprovalsTable,
+  UPLIFT_APPROVAL_TABS,
+  isUpliftApprovalTab,
   type UpliftApprovalTab,
-} from "@/app/(protected)/uplifts/_components/uplift-approvals-table";
+} from "@/app/(protected)/uplifts/_components/uplift-approval-tabs";
+import { UpliftApprovalsTable } from "@/app/(protected)/uplifts/_components/uplift-approvals-table";
 import { UpliftDecisionDialogs } from "@/app/(protected)/uplifts/_components/uplift-decision-dialogs";
 import { UpliftDetailModal } from "@/app/(protected)/uplifts/_components/uplift-detail-modal";
 import {
@@ -16,6 +18,7 @@ import { useAuthContext } from "@/providers/auth-context";
 import { useUpliftApprovalController } from "@/domain/uplifts/use-cases/use-uplift-approval-controller";
 import { useUpliftsQueue } from "@/domain/uplifts/use-cases/use-uplifts-queue";
 import { Text } from "@/components/ui/text";
+import type { UpliftsQueueResult } from "@/domain/uplifts/types/uplift";
 
 const PAGE_SIZE = 25;
 
@@ -39,58 +42,71 @@ function UpliftApprovalsHeader({ pendingExposureTotal }: { pendingExposureTotal:
   );
 }
 
+const TAB_LABELS: Record<UpliftApprovalTab, string> = {
+  pending: "Pending",
+  approved: "Approved",
+  rejected: "Rejected",
+};
+
+// A tab's total is only known once its queue has loaded at least once; until then the
+// pill and pager must not claim a count (a loading or failed queue is not an empty one).
+// A failed refetch keeps the last loaded page, so its total stays usable.
+function knownTotal(query: { data?: UpliftsQueueResult | undefined }): number | null {
+  return query.data ? query.data.totalCount : null;
+}
+
+function TabCountPill({ tab, count }: { tab: UpliftApprovalTab; count: number | null }) {
+  return (
+    <Chip
+      size="small"
+      label={count ?? "—"}
+      aria-label={count == null ? `${tab} uplift count unavailable` : `${count} ${tab} uplifts`}
+    />
+  );
+}
+
 function UpliftApprovalsTabs({
   tab,
-  pendingCount,
+  counts,
   onChange,
 }: {
   tab: UpliftApprovalTab;
-  pendingCount: number;
+  counts: Record<UpliftApprovalTab, number | null>;
   onChange: (_event: unknown, value: string) => void;
 }) {
   return (
     <Tabs value={tab} onChange={onChange}>
-      <Tab
-        value="pending"
-        label={
-          <Stack direction="row" spacing={1} sx={{ alignItems: "center" }}>
-            <span>Pending</span>
-            <Chip
-              size="small"
-              label={pendingCount}
-              aria-label={`${pendingCount} pending uplifts`}
-            />
-          </Stack>
-        }
-      />
-      <Tab value="approved" label="Approved" />
+      {UPLIFT_APPROVAL_TABS.map((value) => (
+        <Tab
+          key={value}
+          value={value}
+          label={
+            <Stack direction="row" spacing={1} sx={{ alignItems: "center" }}>
+              <span>{TAB_LABELS[value]}</span>
+              <TabCountPill tab={value} count={counts[value]} />
+            </Stack>
+          }
+        />
+      ))}
     </Tabs>
   );
 }
 
 function UpliftApprovalsPagination({
-  tab,
   count,
-  pendingPage,
-  approvedPage,
-  onPendingPageChange,
-  onApprovedPageChange,
+  page,
+  onPageChange,
 }: {
-  tab: UpliftApprovalTab;
   count: number;
-  pendingPage: number;
-  approvedPage: number;
-  onPendingPageChange: (page: number) => void;
-  onApprovedPageChange: (page: number) => void;
+  page: number;
+  onPageChange: (page: number) => void;
 }) {
   return (
     <TablePagination
       component="div"
       count={count}
-      page={tab === "pending" ? pendingPage : approvedPage}
-      onPageChange={(_event, nextPage) =>
-        tab === "pending" ? onPendingPageChange(nextPage) : onApprovedPageChange(nextPage)
-      }
+      page={page}
+      onPageChange={(_event, nextPage) => onPageChange(nextPage)}
       rowsPerPage={PAGE_SIZE}
       rowsPerPageOptions={[PAGE_SIZE]}
     />
@@ -108,22 +124,31 @@ function UpliftQueueError({ error }: { error: unknown }) {
 
 export default function UpliftQueuePage() {
   const [tab, setTab] = useState<UpliftApprovalTab>("pending");
-  const [pendingPage, setPendingPage] = useState(0);
-  const [approvedPage, setApprovedPage] = useState(0);
+  const [pages, setPages] = useState<Record<UpliftApprovalTab, number>>({
+    pending: 0,
+    approved: 0,
+    rejected: 0,
+  });
 
   const { user } = useAuthContext();
   const canRevokeUplifts = isAdminUser(user?.userRoles);
 
   const pendingQuery = useUpliftsQueue({
     status: "Pending",
-    page: pendingPage + 1,
+    page: pages.pending + 1,
     pageSize: PAGE_SIZE,
   });
   const approvedQuery = useUpliftsQueue({
     status: "Approved",
-    page: approvedPage + 1,
+    page: pages.approved + 1,
     pageSize: PAGE_SIZE,
   });
+  const rejectedQuery = useUpliftsQueue({
+    status: "Rejected",
+    page: pages.rejected + 1,
+    pageSize: PAGE_SIZE,
+  });
+  const queries = { pending: pendingQuery, approved: approvedQuery, rejected: rejectedQuery };
 
   const controller = useUpliftApprovalController();
   const {
@@ -138,13 +163,18 @@ export default function UpliftQueuePage() {
     openDetail,
   } = controller;
 
-  const activeQuery = tab === "pending" ? pendingQuery : approvedQuery;
+  const activeQuery = queries[tab];
   const rows = activeQuery.data?.items ?? [];
-  const pendingCount = pendingQuery.data?.totalCount ?? 0;
+  const counts = {
+    pending: knownTotal(pendingQuery),
+    approved: knownTotal(approvedQuery),
+    rejected: knownTotal(rejectedQuery),
+  };
+  const activeTotal = counts[tab];
   const pendingExposureTotal = pendingQuery.data?.pendingExposureTotal ?? null;
 
   const handleTabChange = (_event: unknown, value: string) => {
-    if (value === "pending" || value === "approved") {
+    if (isUpliftApprovalTab(value)) {
       setTab(value);
     }
   };
@@ -152,11 +182,12 @@ export default function UpliftQueuePage() {
   return (
     <Box className="flex flex-col gap-4 p-4">
       <UpliftApprovalsHeader pendingExposureTotal={pendingExposureTotal} />
-      <UpliftApprovalsTabs tab={tab} pendingCount={pendingCount} onChange={handleTabChange} />
+      <UpliftApprovalsTabs tab={tab} counts={counts} onChange={handleTabChange} />
       <UpliftQueueError error={activeQuery.error} />
       <UpliftApprovalsTable
         tab={tab}
         isLoading={activeQuery.isLoading}
+        hasError={Boolean(activeQuery.error)}
         rows={rows}
         canRevoke={canRevokeUplifts}
         onOpenDetail={openDetail}
@@ -166,14 +197,13 @@ export default function UpliftQueuePage() {
         onOpenAttachment={openUpliftEvidence}
         isDecisionPending={approvePending || rejectPending || revokePending}
       />
-      <UpliftApprovalsPagination
-        tab={tab}
-        count={activeQuery.data?.totalCount ?? 0}
-        pendingPage={pendingPage}
-        approvedPage={approvedPage}
-        onPendingPageChange={setPendingPage}
-        onApprovedPageChange={setApprovedPage}
-      />
+      {activeTotal != null && (
+        <UpliftApprovalsPagination
+          count={activeTotal}
+          page={pages[tab]}
+          onPageChange={(page) => setPages((current) => ({ ...current, [tab]: page }))}
+        />
+      )}
       {detailItem != null && (
         <UpliftDetailModal
           item={detailItem}

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

@@ -0,0 +1,55 @@
+import type { ReactNode } from "react";
+
+type CompDocDocumentFrameProps = {
+  children: ReactNode;
+  /** Greyed-out page, as for a document marked not required. */
+  dimmed?: boolean;
+  /** Rendered over the page, outside the dimmed layer. */
+  overlay?: ReactNode;
+};
+
+/** The printed page: white sheet between the top and bottom brand bands. */
+export function CompDocDocumentFrame({
+  children,
+  dimmed = false,
+  overlay,
+}: CompDocDocumentFrameProps) {
+  return (
+    <div
+      className="relative break-words"
+      style={{
+        background: "#ffffff",
+        borderRadius: 8,
+        boxShadow: "0 1px 3px rgba(0,0,0,.08), 0 12px 32px -16px rgba(0,0,0,.25)",
+        overflow: "hidden",
+        fontFamily: "var(--font-sans)",
+        overflowWrap: "break-word",
+        wordBreak: "break-word",
+      }}
+    >
+      <div
+        style={{
+          opacity: dimmed ? 0.5 : 1,
+          filter: dimmed ? "grayscale(0.4)" : "none",
+        }}
+      >
+        <div
+          style={{
+            height: 12,
+            background: "linear-gradient(100deg,#27AAE1,#1C75BC)",
+          }}
+        />
+        <div style={{ padding: "0 28px 28px" }}>{children}</div>
+        <div
+          style={{
+            height: 24,
+            background: "linear-gradient(100deg,#1C75BC,#27AAE1)",
+            clipPath: "polygon(0 45%,100% 0,100% 100%,0 100%)",
+          }}
+        />
+      </div>
+
+      {overlay}
+    </div>
+  );
+}

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

@@ -1,7 +1,9 @@
 import { Text } from "@/components/ui/text";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
-import { procedureFor, SAFETY_BULLETS } from "@/domain/work-orders/utils/completion-doc-procedures";
+import { procedureFor } from "@/domain/work-orders/utils/completion-doc-procedures";
+import { CompDocProcedureHeading } from "./comp-doc-procedure-heading";
 import { CompDocProcedureList } from "./comp-doc-procedure-list";
+import { CompDocSafetyBullets } from "./comp-doc-safety-bullets";
 
 type CompDocPreviewProcedureProps = {
   row: WorkOrderTableRow;
@@ -13,34 +15,9 @@ export function CompDocPreviewProcedure({ row, notes }: CompDocPreviewProcedureP
 
   return (
     <>
-      <ul style={{ listStyle: "disc", paddingLeft: 18, margin: "8px 0 0" }}>
-        {SAFETY_BULLETS.map((b, i) => (
-          <li
-            key={i}
-            style={{
-              fontSize: 12.5,
-              lineHeight: 1.5,
-              margin: "5px 0",
-              color: "#161E38",
-            }}
-          >
-            {b}
-          </li>
-        ))}
-      </ul>
+      <CompDocSafetyBullets />
 
-      <Text
-        as="h3"
-        variant="heading"
-        sx={{
-          fontSize: 13,
-          fontWeight: 700,
-          color: "#161E38",
-          margin: "16px 0 4px",
-        }}
-      >
-        {proc.heading}
-      </Text>
+      <CompDocProcedureHeading>{proc.heading}</CompDocProcedureHeading>
       <Text
         variant="body"
         sx={{
@@ -56,18 +33,7 @@ export function CompDocPreviewProcedure({ row, notes }: CompDocPreviewProcedureP
 
       {notes.length > 0 && (
         <>
-          <Text
-            as="h3"
-            variant="heading"
-            sx={{
-              fontSize: 13,
-              fontWeight: 700,
-              color: "#161E38",
-              margin: "16px 0 4px",
-            }}
-          >
-            PM Comments
-          </Text>
+          <CompDocProcedureHeading>PM Comments</CompDocProcedureHeading>
           <Text
             variant="body"
             sx={{

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

@@ -1,5 +1,6 @@
 import type { CompDocSiteInfo } from "@/domain/work-orders/types/completion-doc";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
+import { CompDocDocumentFrame } from "./comp-doc-document-frame";
 import { CompDocNotRequiredStamp } from "./comp-doc-not-required-stamp";
 import { CompDocPreviewBadge } from "./comp-doc-preview-badge";
 import { CompDocPreviewHeader } from "./comp-doc-preview-header";
@@ -38,51 +39,19 @@ export function CompDocPreview({
         className="min-h-0 flex-1 overflow-x-hidden overflow-y-auto"
         style={{ padding: "0 20px 20px" }}
       >
-        <div
-          className="relative break-words"
-          style={{
-            background: "#ffffff",
-            borderRadius: 8,
-            boxShadow: "0 1px 3px rgba(0,0,0,.08), 0 12px 32px -16px rgba(0,0,0,.25)",
-            overflow: "hidden",
-            fontFamily: "var(--font-sans)",
-            overflowWrap: "break-word",
-            wordBreak: "break-word",
-          }}
+        <CompDocDocumentFrame
+          dimmed={isNotRequired}
+          overlay={isNotRequired && <CompDocNotRequiredStamp />}
         >
-          <div
-            style={{
-              opacity: isNotRequired ? 0.5 : 1,
-              filter: isNotRequired ? "grayscale(0.4)" : "none",
-            }}
-          >
-            <div
-              style={{
-                height: 12,
-                background: "linear-gradient(100deg,#27AAE1,#1C75BC)",
-              }}
-            />
-            <div style={{ padding: "0 28px 28px" }}>
-              <CompDocPreviewHeader />
-              <CompDocPreviewSummary
-                row={row}
-                site={site}
-                generatedAt={generatedAt}
-                isGenerated={isGenerated}
-              />
-              <CompDocPreviewProcedure row={row} notes={notes} />
-            </div>
-            <div
-              style={{
-                height: 24,
-                background: "linear-gradient(100deg,#1C75BC,#27AAE1)",
-                clipPath: "polygon(0 45%,100% 0,100% 100%,0 100%)",
-              }}
-            />
-          </div>
-
-          {isNotRequired && <CompDocNotRequiredStamp />}
-        </div>
+          <CompDocPreviewHeader />
+          <CompDocPreviewSummary
+            row={row}
+            site={site}
+            generatedAt={generatedAt}
+            isGenerated={isGenerated}
+          />
+          <CompDocPreviewProcedure row={row} notes={notes} />
+        </CompDocDocumentFrame>
       </div>
     </div>
   );

src/app/(protected)/workorders/_components/comp-doc/comp-doc-procedure-heading.tsx

@@ -0,0 +1,19 @@
+import type { ReactNode } from "react";
+import { Text } from "@/components/ui/text";
+
+export function CompDocProcedureHeading({ children }: { children: ReactNode }) {
+  return (
+    <Text
+      as="h3"
+      variant="heading"
+      sx={{
+        fontSize: 13,
+        fontWeight: 700,
+        color: "#161E38",
+        margin: "16px 0 4px",
+      }}
+    >
+      {children}
+    </Text>
+  );
+}

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

@@ -0,0 +1,27 @@
+import { SAFETY_BULLETS } from "@/domain/work-orders/utils/completion-doc-procedures";
+
+type CompDocSafetyBulletsProps = {
+  /** Template-specific notes printed after the standard bullets. */
+  extra?: readonly string[];
+};
+
+export function CompDocSafetyBullets({ extra = [] }: CompDocSafetyBulletsProps) {
+  return (
+    <ul style={{ listStyle: "disc", paddingLeft: 18, margin: "8px 0 0" }}>
+      {[...SAFETY_BULLETS, ...extra].map((b, i) => (
+        <li
+          key={i}
+          style={{
+            fontSize: 12.5,
+            lineHeight: 1.5,
+            margin: "5px 0",
+            color: "#161E38",
+            whiteSpace: i < SAFETY_BULLETS.length ? undefined : "pre-wrap",
+          }}
+        >
+          {b}
+        </li>
+      ))}
+    </ul>
+  );
+}

src/app/(protected)/workorders/_components/list/advanced-search/adv-filter-sections.tsx

@@ -109,7 +109,11 @@ export function AdvancedSearchFilterSections({
         />
       </AdvSection>
 
-      <AdvSection icon={CheckCircle2} label="Status" count={draft.statuses.size}>
+      <AdvSection
+        icon={CheckCircle2}
+        label="Status"
+        count={draft.statuses.size + (draft.pastDue ? 1 : 0)}
+      >
         {selectAllRow("statuses", [...ALL_WIZARD_STATUSES], draft.statuses.size)}
         <div className="flex flex-wrap gap-1.5">
           {ALL_WIZARD_STATUSES.map((status) => (
@@ -122,6 +126,14 @@ export function AdvancedSearchFilterSections({
               onClick={() => toggleIn("statuses", status)}
             />
           ))}
+          <AdvStatusPill
+            label="Past Due"
+            dotColor="var(--status-pastdue-text)"
+            selected={draft.pastDue}
+            selectedBg="var(--status-pastdue-bg)"
+            selectedText="var(--status-pastdue-text)"
+            onClick={() => setDraft((prev) => ({ ...prev, pastDue: !prev.pastDue }))}
+          />
         </div>
       </AdvSection>
 

src/app/invite/_components/invite-code-step.tsx

@@ -0,0 +1,100 @@
+import { useForm, useWatch } from "react-hook-form";
+import { zodResolver } from "@hookform/resolvers/zod";
+import { Box } from "@mui/material";
+
+import { Button } from "@/components/ui/button";
+import { FormField } from "@/components/ui/form-field";
+import { Text } from "@/components/ui/text";
+import { TextField } from "@/components/ui/text-field";
+import {
+  inviteCodeStepSchema,
+  type InviteCodeStepValues,
+} from "@/domain/team-member-invite/schemas/invite-registration-schema";
+
+import { InviteStepHeader } from "./invite-step-header";
+
+export type InviteCodeStepProps = {
+  email: string;
+  isVerifying: boolean;
+  isResending: boolean;
+  /** Why the entered code was refused; shown under the field. */
+  codeError: string | null;
+  /** Why a new code could not be sent. */
+  resendError: string | null;
+  onVerify: (code: string) => void;
+  onResend: () => void;
+  onCodeChange: () => void;
+};
+
+export function InviteCodeStep({
+  email,
+  isVerifying,
+  isResending,
+  codeError,
+  resendError,
+  onVerify,
+  onResend,
+  onCodeChange,
+}: InviteCodeStepProps) {
+  const { register, handleSubmit, control } = useForm<InviteCodeStepValues>({
+    resolver: zodResolver(inviteCodeStepSchema),
+    defaultValues: { code: "" },
+  });
+
+  const values = useWatch({ control });
+  const canContinue = inviteCodeStepSchema.safeParse(values).success;
+  const codeField = register("code", { onChange: onCodeChange });
+
+  return (
+    <Box
+      component="form"
+      aria-label="Confirm your email"
+      onSubmit={handleSubmit((form) => onVerify(form.code))}
+      className="flex flex-col gap-4"
+    >
+      <InviteStepHeader
+        step={2}
+        title="Confirm your email"
+        subtitle={`Enter the 6-digit code sent to ${email}`}
+      />
+
+      <FormField
+        label="Confirmation code"
+        htmlFor="invite-code"
+        required
+        appearance="auth"
+        error={codeError !== null}
+        helperText={codeError ?? undefined}
+      >
+        <TextField
+          {...codeField}
+          id="invite-code"
+          placeholder="123456"
+          autoComplete="one-time-code"
+          error={codeError !== null}
+          slotProps={{ htmlInput: { inputMode: "numeric", maxLength: 6 } }}
+        />
+      </FormField>
+
+      <div className="flex flex-col items-start gap-1">
+        <Button type="button" variant="link" onClick={onResend} disabled={isResending}>
+          Resend code
+        </Button>
+        <Text variant="error" when={resendError !== null}>
+          {resendError}
+        </Text>
+      </div>
+
+      <Button
+        type="submit"
+        fullWidth
+        size="lg"
+        disabled={!canContinue}
+        loading={isVerifying}
+        loadingText="Checking code…"
+      >
+        Continue
+      </Button>
+    </Box>
+  );
+}

src/app/invite/_components/invite-password-step.tsx

@@ -0,0 +1,101 @@
+import { useForm, useWatch } from "react-hook-form";
+import { zodResolver } from "@hookform/resolvers/zod";
+import { Box } from "@mui/material";
+
+import { PasswordChecklist } from "@/components/auth/password-checklist";
+import { Button } from "@/components/ui/button";
+import { Text } from "@/components/ui/text";
+import { FormField } from "@/components/ui/form-field";
+import { PasswordField } from "@/components/ui/password-field";
+import {
+  invitePasswordStepSchema,
+  type InvitePasswordStepValues,
+} from "@/domain/team-member-invite/schemas/invite-registration-schema";
+
+import { InviteStepHeader } from "./invite-step-header";
+
+export type InvitePasswordStepProps = {
+  name: string;
+  defaultPassword: string;
+  isSubmitting: boolean;
+  error: string | null;
+  onContinue: (password: string) => void;
+};
+
+export function InvitePasswordStep({
+  name,
+  defaultPassword,
+  isSubmitting,
+  error,
+  onContinue,
+}: InvitePasswordStepProps) {
+  const {
+    register,
+    handleSubmit,
+    control,
+    formState: { errors },
+  } = useForm<InvitePasswordStepValues>({
+    resolver: zodResolver(invitePasswordStepSchema),
+    defaultValues: { password: defaultPassword, confirmPassword: defaultPassword },
+    mode: "onTouched",
+  });
+
+  const values = useWatch({ control });
+  const canContinue = invitePasswordStepSchema.safeParse(values).success;
+
+  return (
+    <Box
+      component="form"
+      aria-label="Create your password"
+      onSubmit={handleSubmit((form) => onContinue(form.password))}
+      className="flex flex-col gap-4"
+    >
+      <InviteStepHeader
+        step={1}
+        title="Create your password"
+        subtitle={`Setting up the account for ${name}`}
+      />
+
+      <FormField label="Password" htmlFor="invite-password" required appearance="auth">
+        <PasswordField
+          {...register("password")}
+          id="invite-password"
+          autoComplete="new-password"
+          slotProps={{ htmlInput: { "aria-describedby": "invite-password-rules" } }}
+        />
+        <PasswordChecklist id="invite-password-rules" password={values.password ?? ""} />
+      </FormField>
+
+      <FormField
+        label="Confirm password"
+        htmlFor="invite-confirm-password"
+        required
+        appearance="auth"
+        error={Boolean(errors.confirmPassword)}
+        helperText={errors.confirmPassword?.message}
+      >
+        <PasswordField
+          {...register("confirmPassword")}
+          id="invite-confirm-password"
+          autoComplete="new-password"
+          error={Boolean(errors.confirmPassword)}
+        />
+      </FormField>
+
+      <Text variant="error" when={error !== null}>
+        {error}
+      </Text>
+
+      <Button
+        type="submit"
+        fullWidth
+        size="lg"
+        disabled={!canContinue}
+        loading={isSubmitting}
+        loadingText="Sending code…"
+      >
+        Continue
+      </Button>
+    </Box>
+  );
+}

src/app/invite/_components/invite-review-step.tsx

@@ -0,0 +1,100 @@
+import { useForm } from "react-hook-form";
+import { zodResolver } from "@hookform/resolvers/zod";
+import { Box } from "@mui/material";
+import { CircleCheck } from "lucide-react";
+
+import { Button } from "@/components/ui/button";
+import { FormField } from "@/components/ui/form-field";
+import { Text } from "@/components/ui/text";
+import { TextField } from "@/components/ui/text-field";
+import {
+  inviteReviewStepSchema,
+  type InviteReviewStepValues,
+} from "@/domain/team-member-invite/schemas/invite-registration-schema";
+import type { TeamMemberInviteDetails } from "@/domain/team-member-invite/types/team-member-invite";
+
+import { InviteStepHeader } from "./invite-step-header";
+
+export type InviteReviewStepProps = {
+  details: TeamMemberInviteDetails;
+  isFinishing: boolean;
+  error: string | null;
+  onFinish: (phone: string) => void;
+};
+
+function ReadOnlyValue({ label, value }: { label: string; value: string }) {
+  return (
+    <div>
+      <Text variant="label" className="block">
+        {label}
+      </Text>
+      <Text variant="body" className="m-0 text-(length:--text-base-sm)">
+        {value}
+      </Text>
+    </div>
+  );
+}
+
+export function InviteReviewStep({ details, isFinishing, error, onFinish }: InviteReviewStepProps) {
+  const {
+    register,
+    handleSubmit,
+    formState: { errors },
+  } = useForm<InviteReviewStepValues>({
+    resolver: zodResolver(inviteReviewStepSchema),
+    defaultValues: { phone: details.phone ?? "" },
+    mode: "onTouched",
+  });
+
+  return (
+    <Box
+      component="form"
+      aria-label="Review your info"
+      onSubmit={handleSubmit((form) => onFinish(form.phone))}
+      className="flex flex-col gap-4"
+    >
+      <InviteStepHeader
+        step={3}
+        title="Review your info"
+        subtitle="Name, role, and email are set by your admin — contact them to change these."
+      />
+
+      <div className="grid gap-3">
+        <ReadOnlyValue label="Name" value={details.name} />
+        <ReadOnlyValue label="Role" value={details.role} />
+        <ReadOnlyValue label="Email" value={details.email} />
+        <FormField
+          label="Phone"
+          htmlFor="invite-phone"
+          appearance="auth"
+          error={Boolean(errors.phone)}
+          helperText={errors.phone?.message}
+        >
+          <TextField
+            {...register("phone")}
+            id="invite-phone"
+            type="tel"
+            autoComplete="tel"
+            placeholder="(000) 000-0000"
+            error={Boolean(errors.phone)}
+          />
+        </FormField>
+      </div>
+
+      <Text variant="error" when={error !== null}>
+        {error}
+      </Text>
+
+      <Button
+        type="submit"
+        fullWidth
+        size="lg"
+        loading={isFinishing}
+        loadingText="Finishing…"
+        startIcon={<CircleCheck size={15} aria-hidden="true" />}
+      >
+        Finish registration
+      </Button>
+    </Box>
+  );
+}

src/app/invite/_components/invite-step-header.tsx

@@ -0,0 +1,46 @@
+import { Text } from "@/components/ui/text";
+import { cn } from "@/lib/utils";
+
+export const INVITE_STEP_COUNT = 3;
+
+export type InviteStep = 1 | 2 | 3;
+
+export type InviteStepHeaderProps = {
+  step: InviteStep;
+  title: string;
+  subtitle: string;
+};
+
+export function InviteStepHeader({ step, title, subtitle }: InviteStepHeaderProps) {
+  return (
+    <div className="mb-5">
+      <div
+        role="progressbar"
+        aria-label="Registration progress"
+        aria-valuemin={1}
+        aria-valuemax={INVITE_STEP_COUNT}
+        aria-valuenow={step}
+        className="mb-5 flex items-center gap-1.5"
+      >
+        {[1, 2, 3].map((bar) => (
+          <span
+            key={bar}
+            className={cn(
+              "h-[3px] flex-1 rounded-sm",
+              bar <= step ? "bg-(--color-primary)" : "bg-(--color-border)",
+            )}
+          />
+        ))}
+      </div>
+      <Text variant="caption" tone="muted" className="block">
+        {`Step ${step} of ${INVITE_STEP_COUNT}`}
+      </Text>
+      <Text variant="title" className="m-0 mt-1! ![font-size:var(--text-lg)] !font-semibold">
+        {title}
+      </Text>
+      <Text variant="description" tone="muted" className="mt-1!">
+        {subtitle}
+      </Text>
+    </div>
+  );
+}

src/app/invite/_components/invite-wizard.tsx

@@ -0,0 +1,137 @@
+import { useState } from "react";
+import { toast } from "react-toastify";
+
+import { inviteErrorCode } from "@/domain/team-member-invite/api/team-member-invite-api";
+import type { TeamMemberInviteDetails } from "@/domain/team-member-invite/types/team-member-invite";
+import {
+  useCompleteRegistration,
+  useSendInviteCode,
+  useVerifyInviteCode,
+} from "@/domain/team-member-invite/use-cases/use-team-member-invite";
+
+import { InviteCodeStep } from "./invite-code-step";
+import { InvitePasswordStep } from "./invite-password-step";
+import { InviteReviewStep } from "./invite-review-step";
+import type { InviteStep } from "./invite-step-header";
+
+export type InviteWizardProps = {
+  token: string;
+  details: TeamMemberInviteDetails;
+  /** Called when the server reports the invite can no longer be used. */
+  onInviteInvalid: () => void;
+};
+
+export function InviteWizard({ token, details, onInviteInvalid }: InviteWizardProps) {
+  const [step, setStep] = useState<InviteStep>(1);
+  const [password, setPassword] = useState("");
+  const [stepError, setStepError] = useState<string | null>(null);
+  const [codeError, setCodeError] = useState<string | null>(null);
+  const [resendError, setResendError] = useState<string | null>(null);
+  const sendCode = useSendInviteCode();
+  const verifyCode = useVerifyInviteCode();
+  const complete = useCompleteRegistration();
+
+  /** Returns true when the failure ended the invite and the wizard should stop. */
+  const endedInvite = (error: Error) => {
+    if (inviteErrorCode(error) !== "invalid_invite") {
+      return false;
+    }
+    onInviteInvalid();
+    return true;
+  };
+
+  const handlePasswordContinue = (nextPassword: string) => {
+    setPassword(nextPassword);
+    setStepError(null);
+    sendCode.mutate(token, {
+      onSuccess: () => setStep(2),
+      onError: (error) => {
+        if (endedInvite(error)) return;
+        // A code sent moments ago is still valid, so the member can go on and enter it.
+        if (inviteErrorCode(error) === "resend_too_soon") {
+          setStep(2);
+          return;
+        }
+        setStepError(error.message);
+      },
+    });
+  };
+
+  const handleResend = () => {
+    setResendError(null);
+    sendCode.mutate(token, {
+      onSuccess: () => {
+        setCodeError(null);
+        toast.success(`Code resent to ${details.email}`);
+      },
+      onError: (error) => {
+        if (!endedInvite(error)) setResendError(error.message);
+      },
+    });
+  };
+
+  const handleVerify = (code: string) => {
+    setCodeError(null);
+    verifyCode.mutate(
+      { token, code },
+      {
+        onSuccess: () => setStep(3),
+        onError: (error) => {
+          if (!endedInvite(error)) setCodeError(error.message);
+        },
+      },
+    );
+  };
+
+  const handleFinish = (phone: string) => {
+    setStepError(null);
+    complete.mutate(
+      { token, password, phone },
+      {
+        onError: (error) => {
+          if (endedInvite(error)) return;
+          if (inviteErrorCode(error) === "password_rejected") {
+            setStep(1);
+          }
+          setStepError(error.message);
+        },
+      },
+    );
+  };
+
+  if (step === 1) {
+    return (
+      <InvitePasswordStep
+        name={details.name}
+        defaultPassword={password}
+        isSubmitting={sendCode.isPending}
+        error={stepError}
+        onContinue={handlePasswordContinue}
+      />
+    );
+  }
+
+  if (step === 2) {
+    return (
+      <InviteCodeStep
+        email={details.email}
+        isVerifying={verifyCode.isPending}
+        isResending={sendCode.isPending}
+        codeError={codeError}
+        resendError={resendError}
+        onVerify={handleVerify}
+        onResend={handleResend}
+        onCodeChange={() => setCodeError(null)}
+      />
+    );
+  }
+
+  return (
+    <InviteReviewStep
+      details={details}
+      isFinishing={complete.isPending}
+      error={stepError}
+      onFinish={handleFinish}
+    />
+  );
+}

src/app/invite/index.tsx

@@ -0,0 +1,87 @@
+import { useState } from "react";
+import { Link, useLocation } from "react-router";
+import { Box, CircularProgress } from "@mui/material";
+import { ChevronLeft } from "lucide-react";
+
+import { AuthBrandLogo } from "@/app/(auth)/_components/auth-brand-logo";
+import { AuthCardHeader } from "@/app/(auth)/_components/auth-card-header";
+import { AuthPageShell } from "@/app/(auth)/_components/auth-page-shell";
+import { Button } from "@/components/ui/button";
+import { inviteErrorCode } from "@/domain/team-member-invite/api/team-member-invite-api";
+import {
+  INVALID_INVITE_MESSAGE,
+  INVITE_UNREACHABLE_MESSAGE,
+} from "@/domain/team-member-invite/types/team-member-invite";
+import { useTeamMemberInviteDetails } from "@/domain/team-member-invite/use-cases/use-team-member-invite";
+
+import { InviteWizard } from "./_components/invite-wizard";
+
+/** The invite email links to `/invite#<token>`; a fragment never reaches a server or a Referer. */
+function readInviteToken(hash: string): string {
+  return hash.replace(/^#/, "").trim();
+}
+
+function InviteBody({ token }: { token: string }) {
+  const details = useTeamMemberInviteDetails(token);
+  const [inviteEnded, setInviteEnded] = useState(false);
+
+  if (token.length > 0 && details.isPending) {
+    return (
+      <Box className="flex justify-center py-8" role="status" aria-label="Loading invite">
+        <CircularProgress />
+      </Box>
+    );
+  }
+
+  // Only the server's own `invalid_invite` answer means the link is dead. A request that never
+  // got that answer (offline, timeout, 5xx) says nothing about the token, so offer a retry
+  // instead of sending the member to their admin for a new invite.
+  if (!inviteEnded && details.isError && inviteErrorCode(details.error) !== "invalid_invite") {
+    return (
+      <Box>
+        <AuthCardHeader title="Couldn't load your invite" subtitle={INVITE_UNREACHABLE_MESSAGE} />
+        <Button
+          type="button"
+          fullWidth
+          size="lg"
+          loading={details.isFetching}
+          loadingText="Trying again…"
+          onClick={() => void details.refetch()}
+        >
+          Try again
+        </Button>
+      </Box>
+    );
+  }
+
+  if (inviteEnded || details.data === undefined) {
+    return <AuthCardHeader title="Invite unavailable" subtitle={INVALID_INVITE_MESSAGE} />;
+  }
+
+  return (
+    <InviteWizard
+      token={token}
+      details={details.data}
+      onInviteInvalid={() => setInviteEnded(true)}
+    />
+  );
+}
+
+export default function InviteRegistrationPage() {
+  const { hash } = useLocation();
+  const token = readInviteToken(hash);
+
+  return (
+    <AuthPageShell>
+      <AuthBrandLogo className="mb-8" />
+      <Link
+        to="/login"
+        className="mb-6 inline-flex items-center gap-1 text-(length:--text-xs) text-(--color-text-muted) no-underline hover:text-foreground"
+      >
+        <ChevronLeft size={13} aria-hidden="true" />
+        Back to login
+      </Link>
+      <InviteBody token={token} />
+    </AuthPageShell>
+  );
+}

src/config/menu.ts

@@ -63,7 +63,10 @@ export const navGroups: NavGroup[] = [
   },
   {
     title: "DATA MANAGEMENT",
-    items: [{ label: "Services", icon: Wrench, path: "/settings/services" }],
+    items: [
+      { label: "Services", icon: Wrench, path: "/settings/services" },
+      { label: "Completion Docs", icon: FileText, path: "/completion-docs" },
+    ],
   },
   {
     title: "TEAM",

src/domain/auth/api/permissions-api.ts

@@ -0,0 +1,17 @@
+import { z } from "zod";
+import { apiGet } from "@/api/api";
+import { API_PATHS } from "@/api/api-paths";
+import { handleApiResponse } from "@/api/handle-api-response";
+
+export const UNEXPECTED_PERMISSIONS_RESPONSE =
+  "The server sent an unexpected permissions response.";
+
+const effectivePermissionsSchema = z.object({ permissions: z.array(z.string()) });
+
+/** Keys the signed-in user holds after role defaults and their individual overrides. */
+export async function getMyPermissions(): Promise<string[]> {
+  const data = await apiGet<unknown>(API_PATHS.teamMember.myPermissions);
+  const result = effectivePermissionsSchema.safeParse(handleApiResponse<unknown>(data));
+  if (!result.success) throw new Error(UNEXPECTED_PERMISSIONS_RESPONSE);
+  return result.data.permissions;
+}

src/domain/auth/use-cases/use-login.ts

@@ -2,6 +2,7 @@ import {
   useMutation,
   useQuery,
   useQueryClient,
+  type QueryClient,
   type UseMutationResult,
   type UseQueryResult,
 } from "@tanstack/react-query";
@@ -21,6 +22,13 @@ export function useSession(): UseQueryResult<AuthUser | null, Error> {
   });
 }
 
+/** Makes a freshly stored session the signed-in user, after login or invite registration. */
+export function startSignedInSession(queryClient: QueryClient, user: AuthUser): void {
+  stopQueryBroadcast(queryClient);
+  queryClient.setQueryData(queryKeys.auth.session(), user);
+  startQueryBroadcast(queryClient, user.id);
+}
+
 export function useLogin(): UseMutationResult<AuthUser, Error, LoginCredentials> {
   const navigate = useNavigate();
   const queryClient = useQueryClient();
@@ -29,9 +37,7 @@ export function useLogin(): UseMutationResult<AuthUser, Error, LoginCredentials>
     mutationFn: (credentials: LoginCredentials) => authApi.login(credentials),
     meta: { suppressErrorToast: true },
     onSuccess: (user) => {
-      stopQueryBroadcast(queryClient);
-      queryClient.setQueryData(queryKeys.auth.session(), user);
-      startQueryBroadcast(queryClient, user.id);
+      startSignedInSession(queryClient, user);
       toast.success("Login successful!");
       navigate("/");
     },

src/domain/auth/use-cases/use-permissions.ts

@@ -0,0 +1,32 @@
+import { useQuery, type UseQueryResult } from "@tanstack/react-query";
+import type { PermissionKey } from "@/app/(protected)/team-members/_components/team-member-permissions";
+import { getMyPermissions } from "@/domain/auth/api/permissions-api";
+import { queryKeys } from "@/infra/query-key/query-key";
+import { useAuthContext } from "@/providers/auth-context";
+
+/**
+ * The signed-in user's effective permissions as the server computes them. Keyed by user so a
+ * different sign-in never reads another person's answer, and refetched on every mount and window
+ * focus so an override change applies on the next page load.
+ */
+export function usePermissions(): UseQueryResult<string[], Error> {
+  const { user } = useAuthContext();
+  const userId = user?.id ?? null;
+  return useQuery({
+    queryKey: queryKeys.auth.permissions(userId ?? ""),
+    queryFn: getMyPermissions,
+    enabled: userId !== null,
+    staleTime: 0,
+    refetchOnWindowFocus: true,
+    meta: { suppressErrorToast: true },
+  });
+}
+
+/** Holds only for a successful server answer that lists the key; loading and errors deny. */
+export function hasPermission(query: UseQueryResult<string[], Error>, key: PermissionKey): boolean {
+  return !query.isError && query.data?.includes(key) === true;
+}
+
+export function useHasPermission(key: PermissionKey): boolean {
+  return hasPermission(usePermissions(), key);
+}

src/domain/completion-templates/api/completion-templates-api.ts

@@ -0,0 +1,64 @@
+import type { z } from "zod";
+import { apiDeleteNoContent, apiGet, apiPost, apiPut } from "@/api/api";
+import { API_PATHS } from "@/api/api-paths";
+import { handleApiResponse } from "@/api/handle-api-response";
+import { mapCompletionTemplate } from "@/domain/completion-templates/mappers/completion-template-mapper";
+import {
+  completionTemplateDtoSchema,
+  completionTemplateListDtoSchema,
+  linkedWorkOrdersDtoSchema,
+} from "@/domain/completion-templates/schemas/completion-template-schema";
+import type {
+  CompletionTemplate,
+  CompletionTemplateInput,
+  CompletionTemplateLegacyFields,
+  LinkedWorkOrders,
+} from "@/domain/completion-templates/types/completion-template";
+
+export const UNEXPECTED_TEMPLATE_RESPONSE = "The server sent an unexpected response.";
+
+function parse<T>(schema: z.ZodType<T>, data: unknown): T {
+  const result = schema.safeParse(handleApiResponse<unknown>(data));
+  if (!result.success) throw new Error(UNEXPECTED_TEMPLATE_RESPONSE);
+  return result.data;
+}
+
+function toBody(input: CompletionTemplateInput, legacy?: CompletionTemplateLegacyFields) {
+  return { ...legacy, ...input };
+}
+
+export const completionTemplatesApi = {
+  list: async (search: string): Promise<CompletionTemplate[]> => {
+    const term = search.trim();
+    const data = await apiGet<unknown>(API_PATHS.workOrder.completionTemplates, {
+      searchParams: term === "" ? undefined : { search: term },
+    });
+    return parse(completionTemplateListDtoSchema, data).map(mapCompletionTemplate);
+  },
+
+  create: async (input: CompletionTemplateInput): Promise<CompletionTemplate> => {
+    const data = await apiPost<unknown>(API_PATHS.workOrder.completionTemplates, toBody(input));
+    return mapCompletionTemplate(parse(completionTemplateDtoSchema, data));
+  },
+
+  /** Replaces the whole procedure list and keeps the legacy fields the template already had. */
+  update: async (
+    template: CompletionTemplate,
+    input: CompletionTemplateInput,
+  ): Promise<CompletionTemplate> => {
+    const data = await apiPut<unknown>(
+      API_PATHS.workOrder.completionTemplateById(template.id),
+      toBody(input, template.legacy),
+    );
+    return mapCompletionTemplate(parse(completionTemplateDtoSchema, data));
+  },
+
+  delete: async (id: number): Promise<void> => {
+    await apiDeleteNoContent(API_PATHS.workOrder.completionTemplateById(id));
+  },
+
+  linkedWorkOrders: async (id: number): Promise<LinkedWorkOrders> => {
+    const data = await apiGet<unknown>(API_PATHS.workOrder.completionTemplateLinkedWorkOrders(id));
+    return parse(linkedWorkOrdersDtoSchema, data);
+  },
+};

src/domain/completion-templates/constants/completion-template-constants.ts

@@ -0,0 +1,27 @@
+/** Filled in on every generated document; shown read-only so authors don't retype them. */
+export const AUTO_POPULATED_FIELDS = ["WO#", "Site Code", "Address", "Service Type"] as const;
+
+/** Server limits; the inputs stop there instead of failing the save. */
+export const PROCEDURE_NAME_MAX_LENGTH = 200;
+export const EXTRA_SAFETY_NOTE_MAX_LENGTH = 2000;
+
+export const COMPLETION_TEMPLATE_COPY = {
+  pageTitle: "Completion Docs",
+  searchPlaceholder: "Search document title…",
+  addTemplate: "Add Template",
+  saveChanges: "Save changes",
+  titleRequired: "Document Title is required",
+  noProcedureDetail: "No procedure defined yet",
+  noProcedurePreview: "No procedure added yet.",
+  untitledDocument: "UNTITLED COMPLETION DOCUMENT",
+  autoFilledSuffix: "— auto-filled per work order",
+  emptySearchTitle: "No templates found",
+  emptySearchHint: "Try a different search, or add a new template.",
+  added: "Template added",
+  updated: "Template updated",
+  deleted: "Template deleted",
+} as const;
+
+export function templateCountLabel(count: number): string {
+  return `${count} template${count === 1 ? "" : "s"}`;
+}

src/domain/completion-templates/mappers/completion-template-mapper.ts

@@ -0,0 +1,63 @@
+import type {
+  CompletionTemplateDto,
+  CompletionTemplateFormValues,
+} from "@/domain/completion-templates/schemas/completion-template-schema";
+import type {
+  CompletionTemplate,
+  CompletionTemplateInput,
+} from "@/domain/completion-templates/types/completion-template";
+
+export function mapCompletionTemplate(dto: CompletionTemplateDto): CompletionTemplate {
+  const createdAt = dto.createdAt ?? "";
+  const procedures = [...(dto.procedures ?? [])]
+    .map((procedure, index) => ({ procedure, order: procedure.sortOrder ?? index }))
+    .sort((a, b) => a.order - b.order)
+    .map(({ procedure }) => ({
+      name: procedure.name ?? "",
+      description: procedure.description ?? "",
+    }));
+
+  return {
+    id: dto.id,
+    name: dto.name ?? "",
+    extraSafetyNote: dto.extraSafetyNote?.trim() ? dto.extraSafetyNote : null,
+    procedures,
+    createdAt,
+    lastUpdatedAt: dto.updatedAt ?? createdAt,
+    createdByName: dto.createdByName?.trim() ? dto.createdByName : null,
+    legacy: {
+      serviceKey: dto.serviceKey ?? "",
+      workOrderType: dto.workOrderType ?? null,
+      templateUrl: dto.templateUrl ?? "",
+      isActive: dto.isActive ?? true,
+    },
+  };
+}
+
+export function toCompletionTemplateFormValues(
+  template: CompletionTemplate | null,
+): CompletionTemplateFormValues {
+  if (!template) return { name: "", extraSafetyNote: null, procedures: [] };
+  return {
+    name: template.name,
+    extraSafetyNote: template.extraSafetyNote,
+    procedures: template.procedures.map((procedure) => ({ ...procedure })),
+  };
+}
+
+/** Trims every field and drops procedures the author left entirely blank. */
+export function toCompletionTemplateInput(
+  values: CompletionTemplateFormValues,
+): CompletionTemplateInput {
+  const note = values.extraSafetyNote?.trim() ?? "";
+  return {
+    name: values.name.trim(),
+    extraSafetyNote: note === "" ? null : note,
+    procedures: values.procedures
+      .map((procedure) => ({
+        name: procedure.name.trim(),
+        description: procedure.description.trim(),
+      }))
+      .filter((procedure) => procedure.name !== "" || procedure.description !== ""),
+  };
+}

src/domain/completion-templates/schemas/completion-template-schema.ts

@@ -0,0 +1,45 @@
+import { z } from "zod";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+
+const procedureDtoSchema = z.object({
+  name: z.string().nullish(),
+  description: z.string().nullish(),
+  sortOrder: z.number().nullish(),
+});
+
+export const completionTemplateDtoSchema = z.object({
+  id: z.number(),
+  name: z.string().nullish(),
+  extraSafetyNote: z.string().nullish(),
+  procedures: z.array(procedureDtoSchema).nullish(),
+  createdAt: z.string().nullish(),
+  updatedAt: z.string().nullish(),
+  createdByName: z.string().nullish(),
+  serviceKey: z.string().nullish(),
+  workOrderType: z.number().nullish(),
+  templateUrl: z.string().nullish(),
+  isActive: z.boolean().nullish(),
+});
+
+export const completionTemplateListDtoSchema = z.array(completionTemplateDtoSchema);
+
+export const linkedWorkOrdersDtoSchema = z.object({
+  count: z.number(),
+  workOrderIds: z.array(z.number()),
+});
+
+export type CompletionTemplateDto = z.infer<typeof completionTemplateDtoSchema>;
+
+const procedureFormSchema = z.object({
+  name: z.string(),
+  description: z.string(),
+});
+
+export const completionTemplateFormSchema = z.object({
+  name: z.string().trim().min(1, COMPLETION_TEMPLATE_COPY.titleRequired),
+  /** `null` until the author adds the optional note. */
+  extraSafetyNote: z.string().nullable(),
+  procedures: z.array(procedureFormSchema),
+});
+
+export type CompletionTemplateFormValues = z.infer<typeof completionTemplateFormSchema>;

src/domain/completion-templates/types/completion-template.ts

@@ -0,0 +1,38 @@
+export interface CompletionTemplateProcedure {
+  name: string;
+  description: string;
+}
+
+/** Fields the Services registry still reads; an edit sends them back unchanged. */
+export interface CompletionTemplateLegacyFields {
+  serviceKey: string;
+  workOrderType: number | null;
+  templateUrl: string;
+  isActive: boolean;
+}
+
+export interface CompletionTemplate {
+  id: number;
+  /** The Document Title. */
+  name: string;
+  extraSafetyNote: string | null;
+  /** In print order. */
+  procedures: CompletionTemplateProcedure[];
+  createdAt: string;
+  /** `updatedAt ?? createdAt`: what the table shows as Last Updated. */
+  lastUpdatedAt: string;
+  createdByName: string | null;
+  legacy: CompletionTemplateLegacyFields;
+}
+
+export interface CompletionTemplateInput {
+  name: string;
+  extraSafetyNote: string | null;
+  procedures: CompletionTemplateProcedure[];
+}
+
+/** Open work orders whose completion document would be generated from a template. */
+export interface LinkedWorkOrders {
+  count: number;
+  workOrderIds: number[];
+}

src/domain/completion-templates/use-cases/use-completion-template-mutations.ts

@@ -0,0 +1,85 @@
+import {
+  useMutation,
+  useQueryClient,
+  type QueryClient,
+  type UseMutationResult,
+} from "@tanstack/react-query";
+import { isHTTPError } from "ky";
+import { toast } from "react-toastify";
+import { completionTemplatesApi } from "@/domain/completion-templates/api/completion-templates-api";
+import { COMPLETION_TEMPLATE_COPY } from "@/domain/completion-templates/constants/completion-template-constants";
+import type {
+  CompletionTemplate,
+  CompletionTemplateInput,
+} from "@/domain/completion-templates/types/completion-template";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+interface UpdateCompletionTemplateVariables {
+  template: CompletionTemplate;
+  input: CompletionTemplateInput;
+}
+
+/** The server's blank-title rejection, which the form shows on the title field instead. */
+export function isTitleRequiredError(error: Error): boolean {
+  if (!isHTTPError(error) || error.response.status !== 422) return false;
+  const body: unknown = error.data;
+  return (
+    typeof body === "object" && body !== null && "code" in body && body.code === "TitleRequired"
+  );
+}
+
+function invalidateTemplates(queryClient: QueryClient) {
+  void queryClient.invalidateQueries({ queryKey: queryKeys.completionTemplates.all });
+  // The Services registry lists template names and clears links to a deleted template.
+  void queryClient.invalidateQueries({ queryKey: queryKeys.services.all });
+}
+
+function toastFailure(error: Error, fallback: string) {
+  if (isTitleRequiredError(error)) return;
+  toast.error(error.message || fallback);
+}
+
+export function useCreateCompletionTemplate(): UseMutationResult<
+  CompletionTemplate,
+  Error,
+  CompletionTemplateInput
+> {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (input: CompletionTemplateInput) => completionTemplatesApi.create(input),
+    onSuccess: () => {
+      invalidateTemplates(queryClient);
+      toast.success(COMPLETION_TEMPLATE_COPY.added);
+    },
+    onError: (error: Error) => toastFailure(error, "Failed to add template"),
+  });
+}
+
+export function useUpdateCompletionTemplate(): UseMutationResult<
+  CompletionTemplate,
+  Error,
+  UpdateCompletionTemplateVariables
+> {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: ({ template, input }: UpdateCompletionTemplateVariables) =>
+      completionTemplatesApi.update(template, input),
+    onSuccess: () => {
+      invalidateTemplates(queryClient);
+      toast.success(COMPLETION_TEMPLATE_COPY.updated);
+    },
+    onError: (error: Error) => toastFailure(error, "Failed to update template"),
+  });
+}
+
+export function useDeleteCompletionTemplate(): UseMutationResult<void, Error, number> {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (id: number) => completionTemplatesApi.delete(id),
+    onSuccess: () => {
+      invalidateTemplates(queryClient);
+      toast.success(COMPLETION_TEMPLATE_COPY.deleted);
+    },
+    onError: (error: Error) => toastFailure(error, "Failed to delete template"),
+  });
+}

src/domain/completion-templates/use-cases/use-completion-templates.ts

@@ -0,0 +1,30 @@
+import { keepPreviousData, useQuery, type UseQueryResult } from "@tanstack/react-query";
+import { completionTemplatesApi } from "@/domain/completion-templates/api/completion-templates-api";
+import type {
+  CompletionTemplate,
+  LinkedWorkOrders,
+} from "@/domain/completion-templates/types/completion-template";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+/** `search` is a partial, case-insensitive Document Title match done by the server. */
+export function useCompletionTemplates(search = ""): UseQueryResult<CompletionTemplate[], Error> {
+  const term = search.trim();
+  return useQuery({
+    queryKey: queryKeys.completionTemplates.list(term),
+    queryFn: () => completionTemplatesApi.list(term),
+    placeholderData: keepPreviousData,
+  });
+}
+
+/** Always refetched when asked for: the count gates a destructive action. */
+export function useLinkedWorkOrders(
+  templateId: number | null,
+): UseQueryResult<LinkedWorkOrders, Error> {
+  return useQuery({
+    queryKey: queryKeys.completionTemplates.linkedWorkOrders(templateId ?? 0),
+    queryFn: () => completionTemplatesApi.linkedWorkOrders(templateId ?? 0),
+    enabled: templateId !== null,
+    staleTime: 0,
+    refetchOnMount: "always",
+  });
+}

src/domain/completion-templates/utils/description-lines.ts

@@ -0,0 +1,7 @@
+/** A procedure description prints one paragraph per non-blank line. */
+export function descriptionLines(description: string): string[] {
+  return description
+    .split("\n")
+    .map((line) => line.trim())
+    .filter(Boolean);
+}

src/domain/completion-templates/utils/format-template-date.ts

@@ -0,0 +1,6 @@
+/** "Jun 1, 2026"; an empty or unparseable value shows as "—". */
+export function formatTemplateDate(value: string): string {
+  const date = new Date(value);
+  if (value === "" || Number.isNaN(date.getTime())) return "—";
+  return date.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
+}

src/domain/locations/api/locations-api.ts

@@ -6,10 +6,12 @@ import {
   mapLocationListItems,
   mapLocationSites,
   mapLocationToBackend,
+  mapSiteOpenWorkOrders,
 } from "@/domain/locations/mappers/location-mapper";
 import type {
   Location,
   LocationSite,
+  SiteOpenWorkOrders,
   LocationsListParams,
   LocationsListResult,
 } from "@/domain/locations/types/location";
@@ -74,4 +76,9 @@ export const locationsApi = {
   delete: async (id: string | number): Promise<void> => {
     await apiDelete<unknown>(`${API_PATHS.rest.locations}/${id}`);
   },
+
+  getOpenWorkOrders: async (id: string | number): Promise<SiteOpenWorkOrders> => {
+    const data = await apiGet<unknown>(`${API_PATHS.rest.locations}/${id}/open-work-orders`);
+    return mapSiteOpenWorkOrders(handleApiResponse(data));
+  },
 };

src/domain/locations/mappers/location-mapper.ts

@@ -3,6 +3,7 @@ import type {
   LocationContact,
   LocationListItem,
   LocationSite,
+  SiteOpenWorkOrders,
 } from "@/domain/locations/types/location";
 
 function readString(record: Record<string, unknown>, ...keys: string[]): string {
@@ -255,3 +256,16 @@ export function mapLocationToBackend(location: unknown): Record<string, unknown>
 
   return payload;
 }
+
+export function mapSiteOpenWorkOrders(raw: unknown): SiteOpenWorkOrders {
+  const item = (typeof raw === "object" && raw !== null ? raw : {}) as Record<string, unknown>;
+  const rawIds = item.workOrderIds ?? item.WorkOrderIds;
+  const workOrderIds = Array.isArray(rawIds)
+    ? rawIds.filter((id): id is number => typeof id === "number" && Number.isInteger(id) && id > 0)
+    : [];
+  const count = item.count ?? item.Count;
+  return {
+    count: typeof count === "number" && count >= 0 ? count : workOrderIds.length,
+    workOrderIds,
+  };
+}

src/domain/locations/types/location.ts

@@ -69,3 +69,9 @@ export interface LocationsListResult {
   page: number;
   pageSize: number;
 }
+
+/** GET locations/{id}/open-work-orders: work orders not Completed or Canceled (ids capped). */
+export interface SiteOpenWorkOrders {
+  count: number;
+  workOrderIds: number[];
+}

src/domain/locations/use-cases/use-site-open-work-orders.ts

@@ -0,0 +1,17 @@
+import { useQuery, type UseQueryResult } from "@tanstack/react-query";
+import { locationsApi } from "@/domain/locations/api/locations-api";
+import type { SiteOpenWorkOrders } from "@/domain/locations/types/location";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+/** Open (not Completed/Canceled) work orders of a site; fetched only while `enabled`. */
+export function useSiteOpenWorkOrders(
+  siteId: string,
+  enabled: boolean,
+): UseQueryResult<SiteOpenWorkOrders, Error> {
+  return useQuery({
+    queryKey: queryKeys.locations.openWorkOrders(siteId),
+    queryFn: () => locationsApi.getOpenWorkOrders(siteId),
+    enabled,
+    staleTime: 0,
+  });
+}

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

@@ -20,10 +20,13 @@ const SERVICE_WORK_ORDER_TYPE_API = {
   Reactive: 6,
 } as const;
 
-const TYPE_TO_API: Record<Exclude<WOType, "Overdue">, number> = {
+// The registry is keyed on PM, Reactive and Emergency; Overdue is PM work the
+// client never confirmed, so it lists the PM catalog.
+const TYPE_TO_API: Record<WOType, number> = {
   PM: WORK_ORDER_TYPE_API.PM,
   Reactive: WORK_ORDER_TYPE_API.Reactive,
   Emergency: WORK_ORDER_TYPE_API.Emergency,
+  Overdue: WORK_ORDER_TYPE_API.PM,
 };
 
 function toApiInput(input: ServiceInput) {
@@ -51,7 +54,6 @@ export const servicesApi = {
   },
 
   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] },
     });

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

@@ -11,7 +11,6 @@ export function useServicesForWorkOrderType(
   return useQuery({
     queryKey: queryKeys.services.byWorkOrderType(effectiveType),
     queryFn: () => servicesApi.getActiveForWorkOrderType(effectiveType),
-    enabled: effectiveType !== "Overdue",
     staleTime: 60 * 1000,
   });
 }

src/domain/team-member-invite/api/team-member-invite-api.ts

@@ -0,0 +1,59 @@
+/**
+ * Anonymous invite registration. The invite token travels only in request bodies,
+ * never in a URL path or query, and the server scopes every call to that token.
+ */
+import { isHTTPError } from "ky";
+
+import { apiPost, apiPostNoContent } from "@/api/api";
+import { API_PATHS } from "@/api/api-paths";
+import { handleApiResponse } from "@/api/handle-api-response";
+import type { AuthUser } from "@/domain/auth/types/auth-user";
+import type {
+  CompleteRegistrationInput,
+  TeamMemberInviteDetails,
+  TeamMemberInviteErrorCode,
+} from "@/domain/team-member-invite/types/team-member-invite";
+import { getAuthUser, setAuthUser } from "@/lib/auth/auth-storage";
+
+export const teamMemberInviteApi = {
+  resolve: async (token: string): Promise<TeamMemberInviteDetails> => {
+    const data = await apiPost<unknown>(API_PATHS.teamMemberInvite.resolve, { token });
+    return handleApiResponse<TeamMemberInviteDetails>(data);
+  },
+
+  sendCode: async (token: string): Promise<void> => {
+    await apiPostNoContent(API_PATHS.teamMemberInvite.sendCode, { token });
+  },
+
+  verifyCode: async ({ token, code }: { token: string; code: string }): Promise<void> => {
+    await apiPostNoContent(API_PATHS.teamMemberInvite.verifyCode, { token, code });
+  },
+
+  /** Finishes registration and stores the returned session exactly as login does. */
+  complete: async (input: CompleteRegistrationInput): Promise<AuthUser> => {
+    const data = await apiPost<unknown>(API_PATHS.teamMemberInvite.complete, {
+      token: input.token,
+      password: input.password,
+      // An empty value clears the phone the admin entered.
+      phone: input.phone.trim(),
+    });
+    const user = handleApiResponse<AuthUser>(data);
+    setAuthUser(user);
+    return getAuthUser() ?? user;
+  },
+};
+
+/** The server's failure code for an invite call, when the response carried one. */
+export function inviteErrorCode(error: unknown): TeamMemberInviteErrorCode | null {
+  if (!isHTTPError(error)) {
+    return null;
+  }
+
+  const data: unknown = error.data;
+  if (typeof data === "object" && data !== null && "code" in data) {
+    const code = (data as { code: unknown }).code;
+    return typeof code === "string" ? (code as TeamMemberInviteErrorCode) : null;
+  }
+
+  return null;
+}

src/domain/team-member-invite/schemas/invite-registration-schema.ts

@@ -0,0 +1,39 @@
+import { z } from "zod";
+
+import { PASSWORDS_DO_NOT_MATCH_MESSAGE, passwordSchema } from "@/domain/auth/password-policy";
+
+export const CODE_FORMAT_MESSAGE = "Enter the 6-digit code from your email";
+export const PHONE_FORMAT_MESSAGE = "Enter a valid phone number";
+
+/** Mirrors the server's accepted phone characters and length. */
+const PHONE_PATTERN = /^[0-9+().\s-]{7,32}$/;
+
+export const invitePasswordStepSchema = z
+  .object({
+    password: passwordSchema,
+    confirmPassword: z.string(),
+  })
+  .refine((values) => values.password === values.confirmPassword, {
+    message: PASSWORDS_DO_NOT_MATCH_MESSAGE,
+    path: ["confirmPassword"],
+  });
+
+export type InvitePasswordStepValues = z.infer<typeof invitePasswordStepSchema>;
+
+export const inviteCodeStepSchema = z.object({
+  code: z
+    .string()
+    .trim()
+    .regex(/^[0-9]{6}$/, CODE_FORMAT_MESSAGE),
+});
+
+export type InviteCodeStepValues = z.infer<typeof inviteCodeStepSchema>;
+
+export const inviteReviewStepSchema = z.object({
+  phone: z
+    .string()
+    .trim()
+    .refine((phone) => phone === "" || PHONE_PATTERN.test(phone), PHONE_FORMAT_MESSAGE),
+});
+
+export type InviteReviewStepValues = z.infer<typeof inviteReviewStepSchema>;

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

@@ -0,0 +1,34 @@
+/** The server's generic message for any invite that cannot be used; shown before any call too. */
+export const INVALID_INVITE_MESSAGE =
+  "This invite link is invalid or has expired. Ask your admin to send a new invite.";
+
+/** Shown when the invite could not be checked at all (offline, timeout, server error); the link may still be valid. */
+export const INVITE_UNREACHABLE_MESSAGE =
+  "We couldn't reach the server to check your invite. Check your connection and try again.";
+
+/** The read-only identity an admin set when inviting the member. */
+export interface TeamMemberInviteDetails {
+  name: string;
+  role: string;
+  email: string;
+  phone: string | null;
+}
+
+export interface CompleteRegistrationInput {
+  token: string;
+  password: string;
+  phone: string;
+}
+
+/** Stable failure codes returned by the anonymous invite endpoints. */
+export type TeamMemberInviteErrorCode =
+  | "invalid_invite"
+  | "code_incorrect"
+  | "code_expired"
+  | "code_locked"
+  | "resend_too_soon"
+  | "resend_limit_reached"
+  | "code_delivery_failed"
+  | "email_not_confirmed"
+  | "password_rejected"
+  | "invalid_phone";

src/domain/team-member-invite/use-cases/use-team-member-invite.ts

@@ -0,0 +1,74 @@
+import {
+  useMutation,
+  useQuery,
+  useQueryClient,
+  type UseMutationResult,
+  type UseQueryResult,
+} from "@tanstack/react-query";
+import { useNavigate } from "react-router";
+import { toast } from "react-toastify";
+
+import type { AuthUser } from "@/domain/auth/types/auth-user";
+import { startSignedInSession } from "@/domain/auth/use-cases/use-login";
+import { queryKeys } from "@/infra/query-key/query-key";
+import { teamMemberInviteApi } from "@/domain/team-member-invite/api/team-member-invite-api";
+import type {
+  CompleteRegistrationInput,
+  TeamMemberInviteDetails,
+} from "@/domain/team-member-invite/types/team-member-invite";
+
+export const REGISTRATION_COMPLETE_MESSAGE = "Registration complete — welcome to Seahaven";
+
+/** Invite errors are shown inline on the wizard step, never as a global toast. */
+const INLINE_ERRORS = { suppressErrorToast: true } as const;
+
+export function useTeamMemberInviteDetails(
+  token: string,
+): UseQueryResult<TeamMemberInviteDetails, Error> {
+  return useQuery({
+    queryKey: queryKeys.teamMemberInvite.details(token),
+    queryFn: () => teamMemberInviteApi.resolve(token),
+    enabled: token.length > 0,
+    retry: false,
+    staleTime: Infinity,
+    gcTime: 0,
+    meta: INLINE_ERRORS,
+  });
+}
+
+export function useSendInviteCode(): UseMutationResult<void, Error, string> {
+  return useMutation({
+    mutationFn: teamMemberInviteApi.sendCode,
+    meta: INLINE_ERRORS,
+  });
+}
+
+export function useVerifyInviteCode(): UseMutationResult<
+  void,
+  Error,
+  { token: string; code: string }
+> {
+  return useMutation({
+    mutationFn: teamMemberInviteApi.verifyCode,
+    meta: INLINE_ERRORS,
+  });
+}
+
+export function useCompleteRegistration(): UseMutationResult<
+  AuthUser,
+  Error,
+  CompleteRegistrationInput
+> {
+  const navigate = useNavigate();
+  const queryClient = useQueryClient();
+
+  return useMutation({
+    mutationFn: teamMemberInviteApi.complete,
+    meta: INLINE_ERRORS,
+    onSuccess: (user) => {
+      startSignedInSession(queryClient, user);
+      toast.success(REGISTRATION_COMPLETE_MESSAGE);
+      navigate("/", { replace: true });
+    },
+  });
+}

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

@@ -1,4 +1,4 @@
-import { apiGet, apiPost, apiPut } from "@/api/api";
+import { apiGet, apiPost, apiPostNoContent, apiPut } from "@/api/api";
 import { API_PATHS } from "@/api/api-paths";
 import { handleApiResponse } from "@/api/handle-api-response";
 import {
@@ -39,4 +39,9 @@ export const teamMembersApi = {
     );
     return mapTeamMemberDetail(handleApiResponse<unknown>(data));
   },
+
+  /** Emails a fresh invite link and revokes every earlier one for this pending member. */
+  resendInvite: async (id: string | number): Promise<void> => {
+    await apiPostNoContent(API_PATHS.teamMember.invite(id));
+  },
 };

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

@@ -88,9 +88,12 @@ export function mapTeamMemberListItems(rawItems: unknown[]): TeamMemberListItem[
 export function mapTeamMemberDetail(raw: unknown): TeamMemberDetail {
   const record = (typeof raw === "object" && raw !== null ? raw : {}) as Record<string, unknown>;
   const listItem = mapTeamMemberListItem(record);
+  // Present only on an update that re-sent a pending member's invite.
+  const inviteEmailSent = record.inviteEmailSent ?? record.InviteEmailSent;
   return {
     ...listItem,
     serviceAreas: readStringArray(record, "serviceAreas", "ServiceAreas"),
     permissions: readPermissions(record),
+    ...(typeof inviteEmailSent === "boolean" && { inviteEmailSent }),
   };
 }

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

@@ -32,6 +32,8 @@ export interface TeamMemberCreated {
   phone: string;
   serviceAreas: string[];
   pendingRegistration: boolean;
+  /** Present on create only: false means the member exists but the invite email failed. */
+  inviteEmailSent?: boolean;
 }
 
 export type TeamPermissionState = 0 | 1 | 2;
@@ -45,6 +47,8 @@ export interface TeamPermissionValue {
 export interface TeamMemberDetail extends TeamMemberListItem {
   serviceAreas: string[];
   permissions: TeamPermissionValue[];
+  /** Set only after an update that changed a pending member's email and re-sent their invite. */
+  inviteEmailSent?: boolean;
 }
 
 export interface UpdateTeamMemberInput {

src/domain/team-members/use-cases/use-create-team-member.ts

@@ -7,6 +7,9 @@ import type {
 } from "@/domain/team-members/types/team-member";
 import { queryKeys } from "@/infra/query-key/query-key";
 
+export const INVITE_EMAIL_FAILED_MESSAGE =
+  "Team member created, but the invite email couldn't be sent. Open their details and use Resend invite.";
+
 export function useCreateTeamMember(): UseMutationResult<
   TeamMemberCreated,
   Error,
@@ -16,8 +19,12 @@ export function useCreateTeamMember(): UseMutationResult<
 
   return useMutation({
     mutationFn: teamMembersApi.create,
-    onSuccess: () => {
+    onSuccess: (created) => {
       void queryClient.invalidateQueries({ queryKey: queryKeys.teamMembers.all });
+      if (created.inviteEmailSent === false) {
+        toast.warning(INVITE_EMAIL_FAILED_MESSAGE);
+        return;
+      }
       toast.success("Team member created with pending registration.");
     },
     onError: (error: Error) => {

src/domain/team-members/use-cases/use-resend-team-member-invite.ts

@@ -0,0 +1,19 @@
+import { useMutation, type UseMutationResult } from "@tanstack/react-query";
+import { toast } from "react-toastify";
+
+import { teamMembersApi } from "@/domain/team-members/api/team-members-api";
+
+export type ResendInviteInput = {
+  id: string | number;
+  email: string;
+};
+
+/** Failures surface through the global mutation error toast with the server's message. */
+export function useResendTeamMemberInvite(): UseMutationResult<void, Error, ResendInviteInput> {
+  return useMutation({
+    mutationFn: ({ id }: ResendInviteInput) => teamMembersApi.resendInvite(id),
+    onSuccess: (_data, { email }) => {
+      toast.success(`Invite sent to ${email}`);
+    },
+  });
+}

src/domain/team-members/use-cases/use-team-member-detail.ts

@@ -23,6 +23,15 @@ export function useTeamMemberDetail(
   });
 }
 
+export const UPDATED_INVITE_EMAIL_FAILED_MESSAGE =
+  "Team member updated, but the invite to their new email couldn't be sent. Use Resend invite.";
+
+function updatedMessage(member: TeamMemberDetail): string {
+  return member.inviteEmailSent === true
+    ? `Team member updated. A new invite was sent to ${member.email}.`
+    : "Team member updated.";
+}
+
 interface UpdateVariables {
   id: string | number;
   input: UpdateTeamMemberInput;
@@ -36,7 +45,11 @@ export function useUpdateTeamMember(): UseMutationResult<TeamMemberDetail, Error
     onSuccess: (member) => {
       void queryClient.invalidateQueries({ queryKey: queryKeys.teamMembers.all });
       void queryClient.setQueryData(queryKeys.teamMembers.detail(member.id), member);
-      toast.success("Team member updated.");
+      if (member.inviteEmailSent === false) {
+        toast.warning(UPDATED_INVITE_EMAIL_FAILED_MESSAGE);
+        return;
+      }
+      toast.success(updatedMessage(member));
     },
     onError: (error: Error) => {
       toast.error(error.message || "Failed to update team member");

src/domain/uplifts/use-cases/use-uplifts-queue.ts

@@ -10,5 +10,8 @@ export function useUpliftsQueue(
     queryKey: queryKeys.uplifts.queue(params as Record<string, unknown>),
     queryFn: () => upliftsApi.list(params),
     placeholderData: keepPreviousData,
+    // The Uplift Approvals page reports a failed queue inline, so the global toast
+    // would announce the same failure twice.
+    meta: { suppressErrorToast: true },
   });
 }

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

@@ -1,4 +1,5 @@
 import type { WorkOrderBoardCreatePayload } from "@/domain/work-orders/types/work-order-board";
+import { typeNeedsSeverity } from "@/domain/work-orders/types/work-order-severity";
 import type { WorkOrderWizardDraft } from "@/domain/work-orders/types/work-order-wizard";
 import { normalizeAdditionalContacts } from "@/domain/work-orders/mappers/additional-contacts-mapper";
 
@@ -64,7 +65,7 @@ export function assignWizardServicePocFields(
     payload.vendorNotes = vendorNotes;
   }
 
-  if (draft.severity != null) {
+  if (draft.severity != null && typeNeedsSeverity(draft.type)) {
     payload.severity = draft.severity;
   }
 

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

@@ -28,7 +28,7 @@ const WO_TYPE_TO_API: Record<WOType, WorkOrderTypeApi> = {
 
   Reactive: WORK_ORDER_TYPE_API.Reactive,
 
-  Overdue: WORK_ORDER_TYPE_API.Other,
+  Overdue: WORK_ORDER_TYPE_API.Overdue,
 };
 
 /** Leading token of a location label, e.g. `BK5` from `BK5 · Dallas` or `CHI-1042` from `CHI-1042 — Chicago`. */

src/domain/work-orders/types/work-order-advanced-filters.ts

@@ -35,6 +35,8 @@ export interface WorkOrderAdvancedFilters {
   dispatchers: Set<string>;
   regions: Set<string>;
   statuses: Set<WizardWOStatus>;
+  /** Past Due overlay (any type); narrows the other filters, independent of the Overdue type. */
+  pastDue: boolean;
   rescheduled: boolean;
   carriedOver: boolean;
   addOn: boolean;
@@ -61,6 +63,7 @@ export const EMPTY_ADVANCED_FILTERS: WorkOrderAdvancedFilters = {
   dispatchers: new Set(),
   regions: new Set(),
   statuses: new Set(),
+  pastDue: false,
   rescheduled: false,
   carriedOver: false,
   addOn: false,

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

@@ -17,6 +17,7 @@ export const WORK_ORDER_TYPE_API = {
   Inspection: 5,
   Reactive: 6,
   AddOn: 7,
+  Overdue: 8,
   Other: 99,
 } as const;
 
@@ -64,6 +65,7 @@ export const WORK_ORDER_TYPE_API_TO_FE: Record<number, WOType | ""> = {
   [WORK_ORDER_TYPE_API.PM]: "PM",
   [WORK_ORDER_TYPE_API.Reactive]: "Reactive",
   [WORK_ORDER_TYPE_API.Emergency]: "Emergency",
+  [WORK_ORDER_TYPE_API.Overdue]: "Overdue",
 };
 
 export const LIFECYCLE_STATUS_API_TO_FE: Record<number, WizardWOStatus | "Canceled"> = {

src/domain/work-orders/utils/advanced-filter-chip-builders.ts

@@ -192,6 +192,15 @@ export function appendStatusPmVendorDocChips(
     clear: (current) => ({ ...current, statuses: new Set() }),
   });
 
+  if (filters.pastDue) {
+    chips.push({
+      key: "pastdue",
+      group: "Status",
+      value: "Past Due",
+      clear: (current) => ({ ...current, pastDue: false }),
+    });
+  }
+
   pushSetChip({
     chips,
     key: "pm",

src/domain/work-orders/utils/advanced-filter-predicates.ts

@@ -45,12 +45,10 @@ const matchesDateRange: AdvancedFilterPredicate = (row, filters) => {
 const matchesSite: AdvancedFilterPredicate = (row, filters) =>
   !filters.sites.size || filters.sites.has(row.site);
 
-const matchesType: AdvancedFilterPredicate = (row, filters) => {
-  if (!filters.types.size) return true;
-  const overdueMatch = filters.types.has("Overdue") && row.isPastDue;
-  const typeMatch = filters.types.has(row.type as never);
-  return overdueMatch || typeMatch;
-};
+const matchesType: AdvancedFilterPredicate = (row, filters) =>
+  !filters.types.size || filters.types.has(row.type as never);
+
+const matchesPastDue: AdvancedFilterPredicate = (row, filters) => !filters.pastDue || row.isPastDue;
 
 const matchesDispatcher: AdvancedFilterPredicate = (row, filters) => {
   if (!filters.dispatchers.size) return true;
@@ -95,6 +93,7 @@ export const ADVANCED_FILTER_PREDICATES: AdvancedFilterPredicate[] = [
   matchesType,
   matchesDispatcher,
   matchesStatus,
+  matchesPastDue,
   matchesPmType,
   matchesVendorTech,
   matchesDoc,

src/domain/work-orders/utils/advanced-filters-utils.ts

@@ -36,6 +36,7 @@ function cloneFilters(filters: WorkOrderAdvancedFilters): WorkOrderAdvancedFilte
     upliftStatuses: new Set(filters.upliftStatuses ?? []),
     workOrderIds: new Set(filters.workOrderIds ?? []),
     unscheduledOnly: Boolean(filters.unscheduledOnly),
+    pastDue: Boolean(filters.pastDue),
   };
 }
 
@@ -47,6 +48,7 @@ const ADVANCED_FILTER_ACTIVE_SIGNALS = (filters: WorkOrderAdvancedFilters): bool
   Boolean(filters.dispatchers?.size),
   Boolean(filters.regions?.size),
   Boolean(filters.statuses?.size),
+  Boolean(filters.pastDue),
   filters.rescheduled,
   filters.carriedOver,
   filters.addOn,

src/domain/work-orders/utils/board-query-params.ts

@@ -42,30 +42,19 @@ function mapDispatchers(ids: Iterable<string>): string[] | undefined {
   return list.length > 0 ? list : undefined;
 }
 
-/** Maps UI type filters to API `types` + separate `overdue` flag. Overdue is never sent as types=99. */
-function mapWoTypeFilters(types: Iterable<WOType | string>): {
-  types?: number[];
-  overdue?: boolean;
-} {
+/** Maps UI type filters to API `types`. The Overdue type is sent as its own enum; past due uses `overdue`. */
+function mapWoTypeFilters(types: Iterable<WOType | string>): number[] | undefined {
   const list: number[] = [];
-  let overdue = false;
   for (const type of types) {
     if (type === "All") {
       continue;
     }
-    if (type === "Overdue") {
-      overdue = true;
-      continue;
-    }
     const api = mapWizardTypeToApi(type as WOType);
     if (api != null) {
       list.push(api);
     }
   }
-  return {
-    types: list.length > 0 ? list : undefined,
-    overdue: overdue || undefined,
-  };
+  return list.length > 0 ? list : undefined;
 }
 
 function mapStatuses(statuses: Iterable<WizardWOStatus | string>): number[] | undefined {
@@ -147,14 +136,11 @@ export function toBoardQueryParams(
   search: string,
 ): WorkOrderBoardQueryParams {
   const [, weekTo] = weekRange(bar.weekMonday);
-  const typeFilters = bar.types.size > 0 ? mapWoTypeFilters(bar.types) : {};
-
   return {
     weekStart: bar.weekMonday,
     weekEnd: weekTo,
     dispatchers: mapDispatchers(bar.dispatcherIds),
-    types: typeFilters.types,
-    overdue: typeFilters.overdue,
+    types: mapWoTypeFilters(bar.types),
     search: search.trim().length >= 2 ? search.trim() : undefined,
   };
 }
@@ -211,7 +197,6 @@ export function toBoardSearchQueryParams(input: {
     BOARD_SEARCH_MAX_PAGE_SIZE,
   );
 
-  const typeFilters = mapWoTypeFilters(filters.types);
   const trimmedSearch = input.search?.trim();
   const search = trimmedSearch && trimmedSearch.length >= 2 ? trimmedSearch : undefined;
 
@@ -224,8 +209,8 @@ export function toBoardSearchQueryParams(input: {
     dateTo: date.dateTo,
     includeDateless: date.includeDateless,
     sites: filters.sites.size > 0 ? [...filters.sites] : undefined,
-    types: typeFilters.types,
-    overdue: typeFilters.overdue,
+    types: mapWoTypeFilters(filters.types),
+    overdue: filters.pastDue || undefined,
     dispatchers: mapDispatchers(filters.dispatchers),
     regions: filters.regions.size > 0 ? [...filters.regions] : undefined,
     statuses: mapStatuses(filters.statuses),
@@ -261,10 +246,6 @@ export function buildBoardSearchParamsRecord(
   return out;
 }
 
-export function woTypeFilterIsOverdue(type: string): boolean {
-  return type === "Overdue";
-}
-
 /** Week-independent GET /board/search params for the pinned Unassigned queue. */
 export function toUnassignedQueueQueryParams(
   page = 0,

src/domain/work-orders/utils/dashboard-drilldown-params.ts

@@ -61,6 +61,18 @@ function parseUpliftStatuses(raw: string | null): UpliftFilterStatus[] {
   );
 }
 
+/** Open = every lifecycle status except Completed (Canceled is not a board status). */
+const OPEN_STATUSES = ALL_WIZARD_STATUSES.filter((status) => status !== "Completed");
+
+/** Work Orders filtered to one site's open work orders; `sites` takes the location id. */
+export function buildSiteOpenWorkOrdersHref(siteId: string | number): string {
+  const params = new URLSearchParams({
+    sites: String(siteId),
+    statuses: OPEN_STATUSES.join(","),
+  });
+  return `/workorders?${params.toString()}`;
+}
+
 export function parseDashboardDrilldownParams(
   params: URLSearchParams,
 ): WorkOrderAdvancedFilters | null {
@@ -79,6 +91,7 @@ export function parseDashboardDrilldownParams(
   const types = parseTypes(params.get("types"));
   const dispatchers = parseList(params.get("dispatchers"));
   const regions = parseRegions(params.get("regions"));
+  const sites = [...new Set(parseList(params.get("sites")))];
   const upliftStatuses = parseUpliftStatuses(params.get("upliftStatuses"));
   const hasUplift = params.get("hasUplift") === "1";
 
@@ -90,6 +103,7 @@ export function parseDashboardDrilldownParams(
     types.length,
     dispatchers.length,
     regions.length,
+    sites.length,
     upliftStatuses.length,
     hasUplift,
   ].some(Boolean);
@@ -122,6 +136,9 @@ export function parseDashboardDrilldownParams(
   if (regions.length > 0) {
     filters.regions = new Set(regions);
   }
+  if (sites.length > 0) {
+    filters.sites = new Set(sites);
+  }
   if (upliftStatuses.length > 0) {
     filters.upliftStatuses = new Set(upliftStatuses);
   }

src/domain/work-orders/utils/table-filter-utils.ts

@@ -65,12 +65,7 @@ function rowMatchesSearch(row: WorkOrderTableRow, query: string): boolean {
 }
 
 function rowMatchesBarTypes(row: WorkOrderTableRow, types: Set<WOType>): boolean {
-  if (types.size === 0) {
-    return true;
-  }
-  const overdueMatch = types.has("Overdue") && row.isPastDue;
-  const typeMatch = types.has(row.type as WOType);
-  return overdueMatch || typeMatch;
+  return types.size === 0 || types.has(row.type as WOType);
 }
 
 export function filterByBarAndSearch(