Merge 64686a59eb into 24cbd09a60

SH-357: remove Pending from existing work order status menu

e2e/work-orders/pending-status-menu.spec.ts

@@ -0,0 +1,268 @@
+import { expect, test, type Page, type Route } from "@playwright/test";
+
+const FROZEN_NOW = "2026-08-19T15:00:00.000Z";
+
+const BOARD_ROW = {
+  id: 1,
+  woNumber: "WO-501",
+  workOrderType: 2,
+  siteCode: "STL-01",
+  locationName: "St. Louis HQ",
+  locationId: 10,
+  lifecycleStatusLabel: "In Progress",
+  scheduledDate: "2026-08-19",
+  dispatcherId: "1",
+  dispatcherName: "Pat Dispatcher",
+  pm: "HVAC",
+  rowVersion: "rv-1",
+};
+
+type Role = "Admin" | "Dispatcher";
+
+async function fulfillJson(route: Route, body: unknown) {
+  await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(body) });
+}
+
+async function mockApi(
+  page: Page,
+  role: Role,
+  createPayloads: unknown[] = [],
+  searchUrls: string[] = [],
+) {
+  await page.clock.install({ time: new Date(FROZEN_NOW) });
+  await page.clock.resume();
+  await page.addInitScript(
+    (user) => {
+      localStorage.setItem("auth", JSON.stringify(user));
+      const style = document.createElement("style");
+      style.textContent = ".tsqd-parent-container { display: none !important; }";
+      document.documentElement.appendChild(style);
+    },
+    {
+      token: `wo-pending-${role.toLowerCase()}-e2e-token`,
+      expiration: "2030-01-01T00:00:00.000Z",
+      email: `${role.toLowerCase()}@seahavenind.com`,
+      userRoles: role,
+      phoneNumber: "5551234567",
+      fullname: `Work Order E2E ${role}`,
+      id: "1",
+    },
+  );
+
+  let row = { ...BOARD_ROW };
+  let createdRow: typeof BOARD_ROW | undefined;
+  await page.route(
+    (url) => url.pathname.startsWith("/api/"),
+    async (route) => {
+      const request = route.request();
+      const { pathname } = new URL(request.url());
+
+      if (pathname.includes("/workorders/board/search")) {
+        searchUrls.push(request.url());
+        await fulfillJson(route, {
+          items: createdRow ? [createdRow] : [],
+          totalCount: createdRow ? 1 : 0,
+          page: 0,
+          pageSize: 50,
+        });
+        return;
+      }
+      if (pathname === "/api/workorders/board" && request.method() === "GET") {
+        await fulfillJson(route, {
+          weekStart: "2026-08-17",
+          weekEnd: "2026-08-21",
+          counts: { returned: createdRow ? 2 : 1, total: createdRow ? 2 : 1 },
+          unscheduled: createdRow ? [createdRow] : [],
+          scheduled: [row],
+        });
+        return;
+      }
+      if (pathname === "/api/workorders/board" && request.method() === "POST") {
+        const payload = request.postDataJSON() as {
+          lifecycleStatus: number;
+          scheduledDate?: string;
+        };
+        createPayloads.push(payload);
+        createdRow = {
+          ...BOARD_ROW,
+          id: 900,
+          woNumber: "WO-900",
+          lifecycleStatusLabel: payload.lifecycleStatus === 3 ? "Scheduled" : "Pending",
+          scheduledDate: payload.scheduledDate ?? "",
+          rowVersion: "rv-created",
+        };
+        await fulfillJson(route, { data: { id: 900, internalWONumber: "WO-900" } });
+        return;
+      }
+      if (pathname === "/api/workorders/1/board" && request.method() === "PATCH") {
+        const body = request.postDataJSON() as { field: string; value: string };
+        row = { ...row, lifecycleStatusLabel: body.value, rowVersion: "rv-2" };
+        await fulfillJson(route, row);
+        return;
+      }
+      if (pathname.includes("/locations/sites") || pathname.includes("/Contact/GetLocations")) {
+        await fulfillJson(route, {
+          data: [{ id: 10, name: "STL-01 · St. Louis, MO", siteCode: "STL-01", code: "STL-01" }],
+        });
+        return;
+      }
+      if (pathname === "/api/locations/10") {
+        await fulfillJson(route, {
+          data: {
+            id: 10,
+            name: "St. Louis HQ",
+            siteCode: "STL-01",
+            contact: "Pat Site",
+            phone: "3145550111",
+          },
+        });
+        return;
+      }
+      await fulfillJson(route, { data: [], items: [] });
+    },
+  );
+}
+
+async function expectManualTransitionWithoutPending(page: Page) {
+  const row = page.locator("#wo-row-1");
+  await expect(row.getByText("WO-501")).toBeVisible();
+  await row.getByRole("button", { name: "In Progress" }).click();
+
+  const menu = page.locator(".MuiPopover-paper").last();
+  await expect(menu.getByRole("button", { name: "Pending", exact: true })).toHaveCount(0);
+  await expect(menu.getByRole("button", { name: "On Site", exact: true })).toBeEnabled();
+  await menu.getByRole("button", { name: "On Site", exact: true }).click();
+
+  await expect(row.getByRole("button", { name: "On Site" })).toBeVisible();
+}
+
+test.describe("existing work order status menu", () => {
+  test.setTimeout(60_000);
+
+  test("Admin can choose a manual status but not Pending", async ({ page }) => {
+    await mockApi(page, "Admin");
+    await page.goto("/workorders");
+    await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible({
+      timeout: 20_000,
+    });
+
+    await expectManualTransitionWithoutPending(page);
+  });
+
+  test("Dispatcher can choose a manual status but not Pending", async ({ page }) => {
+    await mockApi(page, "Dispatcher");
+    await page.goto("/workorders");
+    await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible({
+      timeout: 20_000,
+    });
+
+    await expectManualTransitionWithoutPending(page);
+  });
+
+  test("Admin can select Pending for a new work order when Schedule On has no date", async ({
+    page,
+  }) => {
+    const createPayloads: unknown[] = [];
+    const searchUrls: string[] = [];
+    await mockApi(page, "Admin", createPayloads, searchUrls);
+    await page.goto("/workorders");
+    await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible({
+      timeout: 20_000,
+    });
+    await page.getByRole("button", { name: "New WO" }).click();
+    await expect(page.getByRole("heading", { name: "Type & schedule" })).toBeVisible();
+    await expect(page.getByRole("button", { name: "Pick a date" })).toBeVisible();
+    await page.getByRole("button", { name: "Continue" }).click();
+
+    await page.getByRole("button", { name: /select site/i }).click();
+    await page
+      .getByRole("button", { name: /STL-01/ })
+      .last()
+      .click();
+    await page.getByRole("button", { name: "Continue" }).click();
+
+    await page.getByRole("button", { name: "Incomplete", exact: true }).last().click();
+    const menu = page.locator(".MuiPopover-paper").last();
+    await expect(menu.getByRole("button", { name: "Pending", exact: true })).toBeEnabled();
+    await menu.getByRole("button", { name: "Pending", exact: true }).click();
+    await expect(
+      page.getByRole("dialog").getByRole("button", { name: "Pending", exact: true }),
+    ).toBeVisible();
+
+    await page.getByRole("button", { name: "Create work order" }).click();
+    await expect(page.getByRole("heading", { name: "Type & schedule" })).toBeHidden();
+    await expect
+      .poll(() => createPayloads)
+      .toEqual([expect.objectContaining({ lifecycleStatus: 2 })]);
+
+    const filtersSheet = page.getByRole("dialog", { name: "Advanced Filters" });
+    await page.getByRole("button", { name: "Advanced Filters" }).click();
+    await expect(filtersSheet).toBeVisible();
+    await filtersSheet.getByRole("button", { name: "Date range" }).click();
+    await filtersSheet.getByRole("button", { name: "Unscheduled", exact: true }).click();
+    await filtersSheet.getByRole("button", { name: "Apply filters" }).click();
+
+    await expect
+      .poll(() => searchUrls.some((url) => url.includes("unscheduledOnly=true")))
+      .toBe(true);
+    const createdRow = page.locator("#wo-row-900");
+    await expect(createdRow.getByText("WO-900")).toBeVisible();
+    await expect(createdRow.getByRole("button", { name: "Pending" })).toBeVisible();
+  });
+
+  test("Admin gets Scheduled when adding Schedule On after selecting Pending", async ({ page }) => {
+    const createPayloads: unknown[] = [];
+    await mockApi(page, "Admin", createPayloads);
+    await page.goto("/workorders");
+    await expect(page.getByRole("heading", { name: "Work Orders" })).toBeVisible({
+      timeout: 20_000,
+    });
+    await page.getByRole("button", { name: "New WO" }).click();
+    await expect(page.getByRole("heading", { name: "Type & schedule" })).toBeVisible();
+    await page.getByRole("button", { name: "Continue" }).click();
+
+    await page.getByRole("button", { name: /select site/i }).click();
+    await page
+      .getByRole("button", { name: /STL-01/ })
+      .last()
+      .click();
+    await page.getByRole("button", { name: "Continue" }).click();
+
+    await page.getByRole("button", { name: "Incomplete", exact: true }).last().click();
+    const menu = page.locator(".MuiPopover-paper").last();
+    await menu.getByRole("button", { name: "Pending", exact: true }).click();
+    await expect(
+      page.getByRole("dialog").getByRole("button", { name: "Pending", exact: true }),
+    ).toBeVisible();
+
+    await page.getByRole("button", { name: "Back" }).click();
+    await page.getByRole("button", { name: "Back" }).click();
+    await page.getByRole("button", { name: "Pick a date" }).click();
+    const dateTab = page.getByRole("button", { name: "Date", exact: true });
+    if (await dateTab.isVisible()) {
+      await dateTab.click();
+    }
+    await page.getByRole("button", { name: "20", exact: true }).click();
+    await expect(page.getByRole("button", { name: /Aug 20/ })).toBeVisible();
+    await page.getByRole("button", { name: "Continue" }).click();
+    await page.getByRole("button", { name: "Continue" }).click();
+
+    const wizardDialog = page.getByRole("dialog");
+    const scheduledStatus = wizardDialog.getByRole("button", {
+      name: "Scheduled",
+      exact: true,
+    });
+    await expect(scheduledStatus).toBeVisible();
+    await scheduledStatus.click();
+    const statusMenu = page.locator(".MuiPopover-paper").last();
+    await expect(statusMenu.getByRole("button", { name: "Pending", exact: true })).toBeDisabled();
+    await statusMenu.getByRole("button", { name: "Scheduled", exact: true }).click();
+    await expect(scheduledStatus).toBeVisible();
+
+    await page.getByRole("button", { name: "Create work order" }).click();
+    await expect(page.getByRole("heading", { name: "Type & schedule" })).toBeHidden();
+    await expect
+      .poll(() => createPayloads)
+      .toEqual([expect.objectContaining({ lifecycleStatus: 3, scheduledDate: "2026-08-20" })]);
+  });
+});

src/app/(protected)/workorders/_components/list/table/cells/build-site-dialog-patch.ts

@@ -1,5 +1,6 @@
 import { extractLocationLabel } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-helpers";
 import type { SitePatch } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-types";
+import { normalizeAdditionalContacts } from "@/domain/work-orders/mappers/additional-contacts-mapper";
 import { resolveSiteCode } from "@/domain/work-orders/mappers/work-order-board-mapper";
 import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
@@ -14,6 +15,8 @@ type BuildSiteDialogPatchArgs = {
   extraContacts: WorkOrderAdditionalContact[];
   contactsDirty: boolean;
   baselineHadContacts: boolean;
+  /** The dialog saved these contacts and notes to the site record, so the work order follows it. */
+  followsSiteRecord?: boolean;
 };
 
 export function buildSiteDialogPatch({
@@ -26,6 +29,7 @@ export function buildSiteDialogPatch({
   extraContacts,
   contactsDirty,
   baselineHadContacts,
+  followsSiteRecord = false,
 }: BuildSiteDialogPatchArgs): SitePatch {
   const patch: SitePatch = {
     site: code || (selected ? resolveSiteCode(selected) : ""),
@@ -35,8 +39,11 @@ export function buildSiteDialogPatch({
     pocPhone,
     pocNotes,
   };
-  if (contactsDirty || baselineHadContacts) {
-    patch.additionalContacts = extraContacts;
+  // Following the site record, the dialog's extra contacts are the site's: copy them only when edited.
+  const sendContacts = followsSiteRecord ? contactsDirty : contactsDirty || baselineHadContacts;
+  if (sendContacts) {
+    // The work order keeps only complete name/phone rows; site contact ids stay on the site request.
+    patch.additionalContacts = normalizeAdditionalContacts(extraContacts) ?? [];
   }
   return patch;
 }

src/app/(protected)/workorders/_components/list/table/cells/site-dialog-detail-panel.tsx

@@ -1,4 +1,5 @@
-import { ExternalLink, Mail, MapPin, Phone } from "lucide-react";
+import { Mail, MapPin, Phone } from "lucide-react";
+import { SiteMapPreview } from "@/app/(protected)/locations/_components/site-map-preview";
 import { Detail } from "@/app/(protected)/workorders/_components/wizard/wizard-labels";
 import { Text } from "@/components/ui/text";
 import type { Location } from "@/domain/locations/types/location";
@@ -34,6 +35,9 @@ export function SiteDialogDetailPanel({
   addressPreview,
   fallbackLabel,
 }: SiteDialogDetailPanelProps) {
+  // The site's own phone; a frozen snapshot carries it as `phone`.
+  const sitePhone = locationDetail?.sitePhone ?? locationDetail?.phone ?? "";
+
   return (
     <div
       className="space-y-1.5 rounded-lg p-3"
@@ -44,24 +48,29 @@ export function SiteDialogDetailPanel({
     >
       {locationDetail ? (
         <>
-          <Detail icon={MapPin} text={addressPreview || fallbackLabel} />
-          {Boolean(locationDetail.phone) && (
-            <Detail icon={Phone} text={locationDetail.phone ?? ""} />
-          )}
-          {Boolean(locationDetail.contactEmail) && (
-            <Detail icon={Mail} text={locationDetail.contactEmail ?? ""} />
-          )}
           {Boolean(addressPreview) && (
             <a
               href={buildMapsUrl(locationDetail)}
               target="_blank"
               rel="noreferrer"
-              className="inline-flex items-center gap-1.5 text-[12px] hover:underline"
+              className="flex items-center gap-1.5 text-[12px] hover:underline"
               style={{ color: "var(--color-primary)" }}
             >
-              <ExternalLink size={12} /> Open in Google Maps
+              <MapPin size={12} className="shrink-0" aria-hidden />
+              <span className="truncate">{addressPreview}</span>
             </a>
           )}
+          {!addressPreview && <Detail icon={MapPin} text={fallbackLabel} />}
+          {Boolean(sitePhone) && <Detail icon={Phone} text={sitePhone} />}
+          {Boolean(locationDetail.contactEmail) && (
+            <Detail icon={Mail} text={locationDetail.contactEmail ?? ""} />
+          )}
+          <SiteMapPreview
+            address={locationDetail.address}
+            city={locationDetail.city}
+            state={locationDetail.state}
+            zipCode={locationDetail.zipCode}
+          />
         </>
       ) : (
         <>

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

@@ -4,9 +4,17 @@ type SiteDialogFooterProps = {
   onClose: () => void;
   onConfirm: () => void;
   viewOnly?: boolean;
+  saveDisabled?: boolean;
+  saving?: boolean;
 };
 
-export function SiteDialogFooter({ onClose, onConfirm, viewOnly = false }: SiteDialogFooterProps) {
+export function SiteDialogFooter({
+  onClose,
+  onConfirm,
+  viewOnly = false,
+  saveDisabled = false,
+  saving = false,
+}: SiteDialogFooterProps) {
   if (viewOnly) {
     return (
       <div className="mt-4 flex items-center justify-end gap-2">
@@ -22,7 +30,13 @@ export function SiteDialogFooter({ onClose, onConfirm, viewOnly = false }: SiteD
       <Button variant="ghost" className="min-h-0 px-2 py-1 text-[12px]" onClick={onClose}>
         Cancel
       </Button>
-      <Button className="min-h-0 px-3 py-1 text-[12px]" onClick={onConfirm}>
+      <Button
+        className="min-h-0 px-3 py-1 text-[12px]"
+        disabled={saveDisabled}
+        loading={saving}
+        loadingText="Saving…"
+        onClick={onConfirm}
+      >
         Save
       </Button>
     </div>

src/app/(protected)/workorders/_components/list/table/cells/site-dialog-poc-section.tsx

@@ -8,12 +8,25 @@ type SiteDialogPocSectionProps = {
   additionalContacts: WorkOrderAdditionalContact[];
   showPrimaryErrors?: boolean;
   primaryRequired?: boolean;
+  /** Edits go to the site record rather than only this work order. */
+  editsSiteRecord?: boolean;
+  /** The site record did not load, so Save writes this work order only. */
+  siteRecordUnavailable?: boolean;
   onPocNameChange: (value: string) => void;
   onPocPhoneChange: (value: string) => void;
   onPocNotesChange: (value: string) => void;
   onAdditionalContactsChange: (contacts: WorkOrderAdditionalContact[]) => void;
 };
 
+function helperText(editsSiteRecord: boolean, siteRecordUnavailable: boolean): string {
+  if (!editsSiteRecord) {
+    return "Auto-filled from site records when empty. Additional contacts persist on save.";
+  }
+  return siteRecordUnavailable
+    ? "Site record unavailable — changes apply to this work order only."
+    : "Contacts and notes are saved to the site record and apply to all its work orders.";
+}
+
 export function SiteDialogPocSection({
   pocName,
   pocPhone,
@@ -21,6 +34,8 @@ export function SiteDialogPocSection({
   additionalContacts,
   showPrimaryErrors = false,
   primaryRequired = false,
+  editsSiteRecord = false,
+  siteRecordUnavailable = false,
   onPocNameChange,
   onPocPhoneChange,
   onPocNotesChange,
@@ -38,7 +53,9 @@ export function SiteDialogPocSection({
       onPocPhoneChange={onPocPhoneChange}
       onPocNotesChange={onPocNotesChange}
       onAdditionalContactsChange={onAdditionalContactsChange}
-      helperText="Auto-filled from site records when empty. Additional contacts persist on save."
+      helperText={helperText(editsSiteRecord, siteRecordUnavailable)}
+      // Site contacts carry only a name and phone, so a per-contact note could never reach the site.
+      additionalContactNotes={!editsSiteRecord || siteRecordUnavailable}
     />
   );
 }

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

@@ -58,6 +58,7 @@ export function SiteDialog({
     additionalContacts,
     sites,
     createMode,
+    viewOnly,
     frozenSite,
     onSave,
   });
@@ -84,9 +85,10 @@ export function SiteDialog({
           Select a site and edit its point of contact
         </Text>
 
-        <fieldset disabled={viewOnly} className="mt-3 space-y-3 border-0 p-0">
+        {/* Locked while saving: Save sends the values it had when clicked, so later edits would be lost. */}
+        <fieldset disabled={viewOnly || s.saving} className="mt-3 space-y-3 border-0 p-0">
           <div>
-            <FieldLabel required={createMode}>Site</FieldLabel>
+            <FieldLabel required={s.requiresPoc}>Site</FieldLabel>
             <WizardFieldSelect
               value={s.locId}
               placeholder="Select site …"
@@ -107,7 +109,7 @@ export function SiteDialog({
             <Text
               as="p"
               variant="error"
-              when={Boolean(createMode && s.showErrors && s.siteMissing)}
+              when={Boolean(s.requiresPoc && s.showErrors && s.siteMissing)}
               className="mt-1 text-[11px]"
             >
               Site is required
@@ -124,21 +126,36 @@ export function SiteDialog({
             />
           )}
 
+          {/* Locked until the site record loads, so its values never replace typed input. */}
+          <fieldset
+            disabled={s.siteRecordLoading}
+            aria-busy={s.siteRecordLoading || undefined}
+            className="m-0 border-0 p-0"
+          >
             <SiteDialogPocSection
               pocName={s.pn}
               pocPhone={s.pp}
               pocNotes={s.notes}
               additionalContacts={s.extraContacts}
-            showPrimaryErrors={createMode && s.showErrors}
-            primaryRequired={createMode}
+              showPrimaryErrors={s.requiresPoc && s.showErrors}
+              primaryRequired={s.requiresPoc}
+              editsSiteRecord={s.editsSiteRecord}
+              siteRecordUnavailable={s.siteRecordUnavailable}
               onPocNameChange={s.setPn}
               onPocPhoneChange={s.setPp}
               onPocNotesChange={s.setNotes}
               onAdditionalContactsChange={s.setExtraContacts}
             />
           </fieldset>
+        </fieldset>
 
-        <SiteDialogFooter viewOnly={viewOnly} onClose={s.close} onConfirm={s.attemptSave} />
+        <SiteDialogFooter
+          viewOnly={viewOnly}
+          saveDisabled={s.saveDisabled}
+          saving={s.saving}
+          onClose={s.close}
+          onConfirm={s.attemptSave}
+        />
       </DialogContent>
     </Dialog>
   );

src/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-form-fields.ts

@@ -16,6 +16,20 @@ type UseSiteDialogFormFieldsArgs = {
   createMode: boolean;
 };
 
+function sameContacts(a: WorkOrderAdditionalContact[], b: WorkOrderAdditionalContact[]): boolean {
+  return a === b || JSON.stringify(a) === JSON.stringify(b);
+}
+
+/** Keeps one array identity while the contacts are unchanged, so a fresh `[]` does not reset. */
+function useStableContacts(contacts: WorkOrderAdditionalContact[]): WorkOrderAdditionalContact[] {
+  const [stable, setStable] = useState(contacts);
+  if (!sameContacts(stable, contacts)) {
+    setStable(contacts);
+    return contacts;
+  }
+  return stable;
+}
+
 export function useSiteDialogFormFields({
   open,
   value,
@@ -23,10 +37,11 @@ export function useSiteDialogFormFields({
   pocName,
   pocPhone,
   pocNotes,
-  additionalContacts,
+  additionalContacts: incomingContacts,
   sites,
   createMode,
 }: UseSiteDialogFormFieldsArgs) {
+  const additionalContacts = useStableContacts(incomingContacts);
   const [code, setCode] = useState(value);
   const [locId, setLocId] = useState(() => resolveLocationId(locationId, value, sites));
   const [pn, setPn] = useState(pocName);
@@ -36,15 +51,20 @@ export function useSiteDialogFormFields({
   const [pocFilledFor, setPocFilledFor] = useState("");
   const [dirty, setDirty] = useState(false);
   const [contactsDirty, setContactsDirty] = useState(false);
+  // The user typed into the contact fields since the last reset or site switch.
+  const [userEdited, setUserEdited] = useState(false);
   const [baselineHadContacts, setBaselineHadContacts] = useState(
     () => additionalContacts.length > 0,
   );
   const [showErrors, setShowErrors] = useState(false);
+  // Bumped whenever the fields are reset from the row, so site-record sync can re-apply.
+  const [resetVersion, setResetVersion] = useState(0);
 
   useEffect(() => {
     if (!open) {
       setDirty(false);
       setContactsDirty(false);
+      setUserEdited(false);
       setShowErrors(false);
     }
   }, [open]);
@@ -62,6 +82,7 @@ export function useSiteDialogFormFields({
     setExtraContacts(additionalContacts);
     setBaselineHadContacts(additionalContacts.length > 0);
     setPocFilledFor(pocName.trim() || pocPhone.trim() ? resolved : "");
+    setResetVersion((version) => version + 1);
   }, [open, dirty, value, locationId, pocName, pocPhone, pocNotes, additionalContacts, sites]);
 
   const handlePick = (id: string) => {
@@ -74,10 +95,13 @@ export function useSiteDialogFormFields({
     if (siteChanged) {
       setExtraContacts([]);
       setContactsDirty(true);
+      setUserEdited(false);
       setDirty(true);
-      if (createMode) {
+      // The previous site's contact never carries over, even when the new site fails to load.
       setPn("");
       setPp("");
+      if (!createMode) {
+        setNotes("");
       }
       setPocFilledFor("");
     } else if (id !== pocFilledFor) {
@@ -87,6 +111,7 @@ export function useSiteDialogFormFields({
 
   const markPocDirty = (apply: () => void) => {
     setDirty(true);
+    setUserEdited(true);
     apply();
   };
 
@@ -100,6 +125,8 @@ export function useSiteDialogFormFields({
     pocFilledFor,
     dirty,
     contactsDirty,
+    userEdited,
+    resetVersion,
     baselineHadContacts,
     showErrors,
     selected: sites.find((s) => String(s.id) === locId),
@@ -108,6 +135,8 @@ export function useSiteDialogFormFields({
     setPn,
     setPp,
     setShowErrors,
+    setNotes,
+    setExtraContacts,
     markDirty: () => setDirty(true),
     handlePick,
     setPnDirty: (next: string) => markPocDirty(() => setPn(next)),
@@ -115,6 +144,7 @@ export function useSiteDialogFormFields({
     setNotesDirty: (next: string) => markPocDirty(() => setNotes(next)),
     setExtraContactsDirty: (contacts: WorkOrderAdditionalContact[]) => {
       setDirty(true);
+      setUserEdited(true);
       setContactsDirty(true);
       setExtraContacts(contacts);
     },

src/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-save.ts

@@ -0,0 +1,82 @@
+import { buildSiteDialogPatch } from "@/app/(protected)/workorders/_components/list/table/cells/build-site-dialog-patch";
+import type { SitePatch } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-types";
+import { resolveLocationId } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-helpers";
+import type { useSiteDialogFormFields } from "@/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-form-fields";
+import {
+  workOrderPocAfterSiteSave,
+  type useSiteRecordSync,
+  type WorkOrderPoc,
+} from "@/app/(protected)/workorders/_components/list/table/cells/use-site-record-sync";
+import { useUpdateSiteContactInfo } from "@/domain/locations/use-cases/use-update-site-contact-info";
+import type { LocationOption } from "@/domain/work-orders/types/work-order";
+
+type UseSiteDialogSaveArgs = {
+  fields: ReturnType<typeof useSiteDialogFormFields>;
+  siteRecord: ReturnType<typeof useSiteRecordSync>;
+  /** The work order's values when the dialog opened. */
+  original: WorkOrderPoc & { locationId: string | number; value: string; sites: LocationOption[] };
+  createMode: boolean;
+  /** The first contact is required before Save (inline create, or editing the site record). */
+  requiresPoc: boolean;
+  onSave: (patch: SitePatch) => void;
+  onOpenChange: (open: boolean) => void;
+};
+
+/**
+ * The Site dialog's Save: writes changed contacts and notes to the site record first when the
+ * dialog edits it, then patches the work order and closes.
+ */
+export function useSiteDialogSave({
+  fields,
+  siteRecord,
+  original,
+  createMode,
+  requiresPoc,
+  onSave,
+  onOpenChange,
+}: UseSiteDialogSaveArgs) {
+  const updateSite = useUpdateSiteContactInfo();
+  const pocMissing = !fields.pn.trim() || !fields.pp.trim();
+  const canConfirm = !fields.siteMissing && (!requiresPoc || !pocMissing);
+
+  const saveWorkOrder = () => {
+    const poc = workOrderPocAfterSiteSave(
+      siteRecord,
+      original,
+      { pocName: fields.pn, pocPhone: fields.pp, pocNotes: fields.notes },
+      fields.locId !== resolveLocationId(original.locationId, original.value, original.sites),
+    );
+    onSave(
+      buildSiteDialogPatch({
+        code: fields.code,
+        locId: fields.locId,
+        selected: fields.selected,
+        ...poc,
+        extraContacts: fields.extraContacts,
+        contactsDirty: fields.contactsDirty,
+        baselineHadContacts: fields.baselineHadContacts,
+        followsSiteRecord: siteRecord.synced,
+      }),
+    );
+    onOpenChange(false);
+  };
+
+  const attemptSave = () => {
+    if (requiresPoc && !canConfirm) {
+      fields.setShowErrors(true);
+      return;
+    }
+    if (!siteRecord.siteChanged) {
+      saveWorkOrder();
+      return;
+    }
+    updateSite.mutate({ id: fields.locId, ...siteRecord.request }, { onSuccess: saveWorkOrder });
+  };
+
+  return {
+    attemptSave,
+    // Save is actionable only once something changed; inline create keeps its confirm step.
+    saveDisabled: updateSite.isPending || siteRecord.loading || (!createMode && !fields.dirty),
+    saving: updateSite.isPending,
+  };
+}

src/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-state.ts

@@ -1,9 +1,11 @@
 import { useEffect, useMemo } from "react";
-import { buildSiteDialogPatch } from "@/app/(protected)/workorders/_components/list/table/cells/build-site-dialog-patch";
 import type { SitePatch } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-types";
 import { useSiteDialogFormFields } from "@/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-form-fields";
+import { useSiteDialogSave } from "@/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-save";
+import { useSiteRecordSync } from "@/app/(protected)/workorders/_components/list/table/cells/use-site-record-sync";
 import { useLocationDetail } from "@/domain/locations/use-cases/use-location-detail";
 import { formatLocationAddressPreview } from "@/domain/locations/mappers/location-mapper";
+import type { Location } from "@/domain/locations/types/location";
 import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
 import type { WorkOrderFrozenSite } from "@/domain/work-orders/types/work-order-table-row";
@@ -21,10 +23,25 @@ type UseSiteDialogStateArgs = {
   additionalContacts: WorkOrderAdditionalContact[];
   sites: LocationOption[];
   createMode: boolean;
+  viewOnly?: boolean;
   frozenSite?: WorkOrderFrozenSite;
   onSave: (patch: SitePatch) => void;
 };
 
+/** A completed work order's frozen snapshot, shaped like the live site detail. */
+function frozenSiteDetail(frozenSite: WorkOrderFrozenSite): Location {
+  return {
+    name: frozenSite.label,
+    address: frozenSite.address,
+    city: frozenSite.city,
+    state: frozenSite.state,
+    zipCode: frozenSite.zip,
+    phone: frozenSite.phone,
+    contact: undefined,
+    contactEmail: frozenSite.email,
+  };
+}
+
 export function useSiteDialogState({
   open,
   onOpenChange,
@@ -36,6 +53,7 @@ export function useSiteDialogState({
   additionalContacts = [],
   sites,
   createMode,
+  viewOnly = false,
   frozenSite,
   onSave,
 }: UseSiteDialogStateArgs) {
@@ -50,65 +68,51 @@ export function useSiteDialogState({
     sites,
     createMode,
   });
-  const { locId, pocFilledFor, pn, pp, setPn, setPp, setPocFilledFor, siteMissing } = fields;
-  const {
-    data: liveLocationDetail,
-    isLoading: liveLocationDetailLoading,
-    isError: liveLocationDetailError,
-  } = useLocationDetail(frozenSite == null && open && locId ? locId : undefined);
+  const { locId, pocFilledFor, setPn, setPp, setPocFilledFor } = fields;
+  const live = frozenSite == null;
+  const liveDetail = useLocationDetail(live && open && locId ? locId : undefined);
   const frozenLocationDetail = useMemo(
-    () =>
-      frozenSite == null
-        ? undefined
-        : {
-            name: frozenSite.label,
-            address: frozenSite.address,
-            city: frozenSite.city,
-            state: frozenSite.state,
-            zipCode: frozenSite.zip,
-            phone: frozenSite.phone,
-            contact: undefined,
-            contactEmail: frozenSite.email,
-          },
+    () => (frozenSite == null ? undefined : frozenSiteDetail(frozenSite)),
     [frozenSite],
   );
-  const locationDetail = frozenLocationDetail ?? liveLocationDetail;
-  const locationDetailLoading = frozenSite == null && liveLocationDetailLoading;
-  const locationDetailError = frozenSite == null && liveLocationDetailError;
+  const locationDetail = frozenLocationDetail ?? liveDetail.data;
+  const locationDetailLoading = live && liveDetail.isLoading;
+  const locationDetailError = live && liveDetail.isError;
 
   const addressPreview = locationDetail ? formatLocationAddressPreview(locationDetail) : "";
-  const pocMissing = !pn.trim() || !pp.trim();
-  const canConfirm = !siteMissing && (!createMode || !pocMissing);
+  // An existing, editable work order edits the site record itself (contacts and notes).
+  const editsSiteRecord = !createMode && !viewOnly && live;
+  const siteRecord = useSiteRecordSync({
+    enabled: editsSiteRecord,
+    open,
+    locId,
+    locationDetail: liveDetail.data,
+    locationDetailFetching: liveDetail.isFetching,
+    locationDetailError: liveDetail.isError,
+    fields,
+  });
+  // The site failed to load (or the user typed before it did), so Save writes this work order only.
+  const siteRecordUnavailable =
+    editsSiteRecord && Boolean(locId) && !siteRecord.synced && !siteRecord.loading;
+  const requiresPoc = createMode || editsSiteRecord;
+  const save = useSiteDialogSave({
+    fields,
+    siteRecord,
+    original: { pocName, pocPhone, pocNotes, locationId, value, sites },
+    createMode,
+    requiresPoc,
+    onSave,
+    onOpenChange,
+  });
 
   useEffect(() => {
-    if (frozenSite != null || !open || !locId || !locationDetail || pocFilledFor === locId) {
+    if (!live || !open || !locId || !locationDetail || pocFilledFor === locId) {
       return;
     }
     setPn((prev) => (prev.trim() ? prev : (locationDetail.contact ?? "")));
     setPp((prev) => (prev.trim() ? prev : (locationDetail.phone ?? "")));
     setPocFilledFor(locId);
-  }, [open, locId, locationDetail, pocFilledFor, setPn, setPp, setPocFilledFor, frozenSite]);
-
-  const attemptSave = () => {
-    if (createMode && !canConfirm) {
-      fields.setShowErrors(true);
-      return;
-    }
-    onSave(
-      buildSiteDialogPatch({
-        code: fields.code,
-        locId: fields.locId,
-        selected: fields.selected,
-        pocName: fields.pn,
-        pocPhone: fields.pp,
-        pocNotes: fields.notes,
-        extraContacts: fields.extraContacts,
-        contactsDirty: fields.contactsDirty,
-        baselineHadContacts: fields.baselineHadContacts,
-      }),
-    );
-    onOpenChange(false);
-  };
+  }, [open, locId, locationDetail, pocFilledFor, setPn, setPp, setPocFilledFor, live]);
 
   return {
     locId: fields.locId,
@@ -125,7 +129,13 @@ export function useSiteDialogState({
     showErrors: fields.showErrors,
     siteMissing: fields.siteMissing,
     handlePick: fields.handlePick,
-    attemptSave,
+    attemptSave: save.attemptSave,
+    saveDisabled: save.saveDisabled,
+    saving: save.saving,
+    siteRecordLoading: siteRecord.loading,
+    editsSiteRecord,
+    siteRecordUnavailable,
+    requiresPoc,
     setPn: fields.setPnDirty,
     setPp: fields.setPpDirty,
     setNotes: fields.setNotesDirty,

src/app/(protected)/workorders/_components/list/table/cells/use-site-record-sync.ts

@@ -0,0 +1,201 @@
+import { useEffect, useState } from "react";
+import type {
+  Location,
+  LocationContact,
+  SiteContactInfoInput,
+} from "@/domain/locations/types/location";
+import type { WorkOrderAdditionalContact } from "@/domain/work-orders/types/work-order-additional-contact";
+
+type SiteRecordFields = {
+  pn: string;
+  pp: string;
+  notes: string;
+  extraContacts: WorkOrderAdditionalContact[];
+  /** The user typed into the contact fields since the last reset or site switch. */
+  userEdited: boolean;
+  resetVersion: number;
+  setPn: (value: string) => void;
+  setPp: (value: string) => void;
+  setNotes: (value: string) => void;
+  setExtraContacts: (contacts: WorkOrderAdditionalContact[]) => void;
+};
+
+type UseSiteRecordSyncArgs = {
+  /** Existing, editable work order: the dialog edits the site record itself. */
+  enabled: boolean;
+  open: boolean;
+  locId: string;
+  locationDetail: Location | undefined;
+  /** A request for the site is in flight; cached data may predate the latest save. */
+  locationDetailFetching: boolean;
+  locationDetailError: boolean;
+  fields: SiteRecordFields;
+};
+
+export type WorkOrderPoc = { pocName: string; pocPhone: string; pocNotes: string };
+
+type SiteRecordEdits = { primary: boolean; notes: boolean };
+
+function isCompleteContact(contact: WorkOrderAdditionalContact): boolean {
+  return contact.name.trim() !== "" && contact.phone.trim() !== "";
+}
+
+function toRequest(
+  primaryId: number | undefined,
+  fields: Pick<SiteRecordFields, "pn" | "pp" | "notes" | "extraContacts">,
+): SiteContactInfoInput {
+  return {
+    contacts: [
+      { ...(primaryId === undefined ? {} : { id: primaryId }), name: fields.pn, phone: fields.pp },
+      // A half-filled extra is dropped here, the same as the work order's own copy drops it.
+      ...fields.extraContacts.filter(isCompleteContact).map((contact) => ({
+        ...(contact.siteContactId === undefined ? {} : { id: contact.siteContactId }),
+        name: contact.name,
+        phone: contact.phone,
+      })),
+    ],
+    notes: fields.notes,
+  };
+}
+
+function fingerprint(request: SiteContactInfoInput): string {
+  return JSON.stringify({
+    contacts: request.contacts.map((contact) => [contact.name.trim(), contact.phone.trim()]),
+    notes: request.notes.trim(),
+  });
+}
+
+function diffEdits(
+  baseline: SiteContactInfoInput | null,
+  request: SiteContactInfoInput,
+): SiteRecordEdits {
+  if (baseline === null) {
+    return { primary: false, notes: false };
+  }
+  const before = baseline.contacts[0];
+  const after = request.contacts[0];
+  return {
+    primary: before.name.trim() !== after.name.trim() || before.phone.trim() !== after.phone.trim(),
+    notes: baseline.notes.trim() !== request.notes.trim(),
+  };
+}
+
+/**
+ * The work order's own POC values once the site record owns them: a field follows the site only
+ * when the user edited it (or picked another site); untouched fields keep the work order's values.
+ */
+export function workOrderPocAfterSiteSave(
+  siteRecord: { synced: boolean; edits: SiteRecordEdits },
+  original: WorkOrderPoc,
+  current: WorkOrderPoc,
+  siteSwitched: boolean,
+): WorkOrderPoc {
+  if (!siteRecord.synced) {
+    return current;
+  }
+  const primary = siteSwitched || siteRecord.edits.primary;
+  const notes = siteSwitched || siteRecord.edits.notes;
+  return {
+    pocName: primary ? current.pocName : original.pocName,
+    pocPhone: primary ? current.pocPhone : original.pocPhone,
+    // Notes live on the site record; an empty override lets the site's notes show through.
+    pocNotes: notes ? "" : original.pocNotes,
+  };
+}
+
+/**
+ * The site's contacts in order. A site saved before the contacts list existed has none; its
+ * contact lives only in the legacy `contact`/`phone` fields, so that one is the main contact.
+ */
+function siteContacts(location: Location): LocationContact[] {
+  if (location.contacts && location.contacts.length > 0) {
+    return location.contacts;
+  }
+  const name = location.contact ?? "";
+  const phone = location.phone ?? "";
+  return name.trim() || phone.trim() ? [{ name, phone }] : [];
+}
+
+/** The site record's contacts and notes, in the dialog's field shape. */
+function siteRecordValues(location: Location) {
+  const [main, ...others] = siteContacts(location);
+  return {
+    primaryId: main?.id,
+    pn: main?.name ?? "",
+    pp: main?.phone ?? "",
+    notes: location.notes ?? "",
+    extraContacts: others.map((contact) => ({
+      name: contact.name,
+      phone: contact.phone,
+      ...(contact.id === undefined ? {} : { siteContactId: contact.id }),
+    })),
+  };
+}
+
+/**
+ * Loads the selected site's contacts and notes into the Site dialog and reports what the user
+ * changed, so Save can write them back to the site record.
+ */
+export function useSiteRecordSync({
+  enabled,
+  open,
+  locId,
+  locationDetail,
+  locationDetailFetching,
+  locationDetailError,
+  fields,
+}: UseSiteRecordSyncArgs) {
+  const [syncedFor, setSyncedFor] = useState("");
+  const [primaryId, setPrimaryId] = useState<number | undefined>(undefined);
+  const [baseline, setBaseline] = useState<SiteContactInfoInput | null>(null);
+  const { userEdited, resetVersion, setPn, setPp, setNotes, setExtraContacts } = fields;
+
+  // Picking another site clears its contacts, so coming back to a site must load it again.
+  useEffect(() => {
+    setSyncedFor("");
+  }, [open, resetVersion, locId]);
+
+  useEffect(() => {
+    const detailMatches = locationDetail !== undefined && String(locationDetail.id) === locId;
+    // Cached site data can predate a save made since, so only a settled request is synced.
+    const detailCurrent = detailMatches && !locationDetailFetching;
+    // Input typed while the site was unavailable (a failed load) is never replaced by a late
+    // response: the dialog stays on the work order's values and saves them to the work order only.
+    if (!enabled || !open || !locId || !detailCurrent || syncedFor === locId || userEdited) {
+      return;
+    }
+    const site = siteRecordValues(locationDetail);
+    setPn(site.pn);
+    setPp(site.pp);
+    setExtraContacts(site.extraContacts);
+    setNotes(site.notes);
+    setPrimaryId(site.primaryId);
+    setBaseline(toRequest(site.primaryId, site));
+    setSyncedFor(locId);
+  }, [
+    enabled,
+    open,
+    locId,
+    locationDetail,
+    locationDetailFetching,
+    syncedFor,
+    userEdited,
+    setPn,
+    setPp,
+    setNotes,
+    setExtraContacts,
+  ]);
+
+  const request = toRequest(primaryId, fields);
+  const synced = enabled && syncedFor !== "" && syncedFor === locId;
+
+  return {
+    synced,
+    // Until the site loads the fields do not reflect it; a failed load falls back to the work order,
+    // which it keeps once the user has typed, even if a later refetch succeeds.
+    loading: enabled && Boolean(locId) && !synced && !locationDetailError && !userEdited,
+    siteChanged: synced && baseline !== null && fingerprint(request) !== fingerprint(baseline),
+    edits: diffEdits(synced ? baseline : null, request),
+    request,
+  };
+}

src/app/(protected)/workorders/_components/poc/poc-contact-fields.tsx

@@ -26,6 +26,8 @@ type PocContactFieldsProps = {
   showPrimaryErrors?: boolean;
   /** Labels the primary name/phone inputs with a persistent required asterisk. */
   primaryRequired?: boolean;
+  /** Offers a Notes box on each additional contact; off where contacts save without per-contact notes. */
+  additionalContactNotes?: boolean;
 };
 
 function extraNameMissing(contact: WorkOrderAdditionalContact): boolean {
@@ -49,11 +51,13 @@ function updateContactAt(
 function AdditionalPocCard({
   contact,
   index,
+  showNotes,
   onChange,
   onRemove,
 }: {
   contact: WorkOrderAdditionalContact;
   index: number;
+  showNotes: boolean;
   onChange: (patch: Partial<WorkOrderAdditionalContact>) => void;
   onRemove: () => void;
 }) {
@@ -115,6 +119,7 @@ function AdditionalPocCard({
           </Text>
         </div>
       </div>
+      {showNotes && (
         <textarea
           value={contact.notes ?? ""}
           onChange={(event) => onChange({ notes: event.target.value })}
@@ -123,6 +128,7 @@ function AdditionalPocCard({
           className={`${DLG_INPUT_CLS} resize-none`}
           style={{ ...DLG_INPUT_STYLE, fontFamily: "inherit" }}
         />
+      )}
     </div>
   );
 }
@@ -139,6 +145,7 @@ export function PocContactFields({
   helperText,
   showPrimaryErrors = false,
   primaryRequired = false,
+  additionalContactNotes = true,
 }: PocContactFieldsProps) {
   const fieldId = useId();
   const nameMissing = showPrimaryErrors && !pocName.trim();
@@ -214,6 +221,7 @@ export function PocContactFields({
           key={`additional-poc-${index}`}
           contact={contact}
           index={index}
+          showNotes={additionalContactNotes}
           onChange={(patch) =>
             onAdditionalContactsChange(updateContactAt(additionalContacts, index, patch))
           }

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

@@ -1,8 +1,9 @@
 import { API_PATHS } from "@/api/api-paths";
-import { apiDelete, apiGet, apiPost, apiPut } from "@/api/api";
+import { apiDelete, apiGet, apiPatch, apiPost, apiPut } from "@/api/api";
 import { handleApiResponse, handlePaginatedResponse } from "@/api/handle-api-response";
 import {
   mapLocation,
+  mapContactsToBackend,
   mapLocationListItems,
   mapLocationSites,
   mapLocationToBackend,
@@ -11,6 +12,7 @@ import {
 import type {
   Location,
   LocationSite,
+  SiteContactInfoInput,
   SiteOpenWorkOrders,
   LocationsListParams,
   LocationsListResult,
@@ -73,6 +75,14 @@ export const locationsApi = {
     return mapLocation(handleApiResponse(data));
   },
 
+  /** Saves the site's ordered contacts and notes (work-order Site dialog). */
+  updateContactInfo: async (id: string | number, input: SiteContactInfoInput): Promise<void> => {
+    await apiPatch<unknown>(`${API_PATHS.rest.locations}/${id}/contact-info`, {
+      contacts: mapContactsToBackend(input.contacts),
+      notes: input.notes,
+    });
+  },
+
   delete: async (id: string | number): Promise<void> => {
     await apiDelete<unknown>(`${API_PATHS.rest.locations}/${id}`);
   },

src/domain/locations/types/location.ts

@@ -68,6 +68,12 @@ export interface LocationsListResult {
   pageSize: number;
 }
 
+/** PATCH locations/{id}/contact-info: ordered site contacts (first is Main) and site notes. */
+export interface SiteContactInfoInput {
+  contacts: LocationContact[];
+  notes: string;
+}
+
 /** GET locations/{id}/open-work-orders: work orders not Completed or Canceled (ids capped). */
 export interface SiteOpenWorkOrders {
   count: number;

src/domain/locations/use-cases/use-update-site-contact-info.ts

@@ -0,0 +1,35 @@
+import { useMutation, useQueryClient, type UseMutationResult } from "@tanstack/react-query";
+import { toast } from "react-toastify";
+import { locationsApi } from "@/domain/locations/api/locations-api";
+import type { SiteContactInfoInput } from "@/domain/locations/types/location";
+import { queryKeys } from "@/infra/query-key/query-key";
+
+interface UpdateSiteContactInfoInput extends SiteContactInfoInput {
+  id: string | number;
+}
+
+/** Writes contacts and notes to the site record, then refetches sites and work orders. */
+export function useUpdateSiteContactInfo(): UseMutationResult<
+  void,
+  Error,
+  UpdateSiteContactInfoInput
+> {
+  const queryClient = useQueryClient();
+
+  return useMutation({
+    mutationFn: ({ id, contacts, notes }: UpdateSiteContactInfoInput) =>
+      locationsApi.updateContactInfo(id, { contacts, notes }),
+    onSuccess: async () => {
+      // Other work orders at this site show its contacts and notes too.
+      await Promise.all([
+        queryClient.invalidateQueries({ queryKey: queryKeys.locations.all }),
+        queryClient.invalidateQueries({ queryKey: queryKeys.workOrders.all }),
+      ]);
+    },
+    onError: (error: Error) => {
+      toast.error(error.message || "Failed to update the site");
+    },
+    // The toast above is this failure's only message; the global mutation toast would repeat it.
+    meta: { suppressErrorToast: true },
+  });
+}

src/domain/work-orders/types/work-order-additional-contact.ts

@@ -2,6 +2,8 @@ export interface WorkOrderAdditionalContact {
   name: string;
   phone: string;
   notes?: string;
+  /** Site contact row this entry was loaded from (Site dialog); never sent on work-order patches. */
+  siteContactId?: number;
 }
 
 export const EMPTY_ADDITIONAL_CONTACT: WorkOrderAdditionalContact = {

src/domain/work-orders/utils/wo-lifecycle-transitions.ts

@@ -17,9 +17,11 @@ import {
  */
 export const AUTOMATIC_LIFECYCLE_STATUSES: readonly WizardWOStatus[] = ["Incomplete", "Scheduled"];
 
-/** Manually selectable statuses for an existing WO — Canceled is kebab-only. */
+/**
+ * Manually selectable statuses for an existing WO. Pending is creation-only; Canceled is kebab-only.
+ */
 export const BOARD_INLINE_STATUSES: readonly WizardWOStatus[] = ALL_WIZARD_STATUSES.filter(
-  (status) => !AUTOMATIC_LIFECYCLE_STATUSES.includes(status),
+  (status) => status !== "Pending" && !AUTOMATIC_LIFECYCLE_STATUSES.includes(status),
 );
 
 /** Inline options for an existing WO never repeat its current status. */
@@ -36,6 +38,8 @@ export const CREATION_INLINE_STATUSES: readonly WizardWOStatus[] = [
 
 export const SCHEDULED_NEEDS_DATE_MSG =
   "Set a Schedule On date before marking this work order as Scheduled.";
+export const PENDING_NEEDS_NO_DATE_MSG =
+  "Clear the Schedule On date before marking this work order as Pending.";
 
 export const PAST_DUE_BADGE_TOOLTIP =
   "This WO missed its service window. Reschedule to unlock status updates.";
@@ -130,6 +134,9 @@ export function getStatusOptionState(
   status: WizardWOStatus,
   closabilityGaps: string[],
 ): StatusOptionState {
+  if (status === "Pending" && hasConcreteScheduleDate(row)) {
+    return { disabled: true, title: PENDING_NEEDS_NO_DATE_MSG };
+  }
   if (status === "Scheduled" && !hasConcreteScheduleDate(row)) {
     return { disabled: true, title: SCHEDULED_NEEDS_DATE_MSG };
   }

src/test/app/(protected)/workorders/build-site-dialog-patch.test.ts

@@ -0,0 +1,57 @@
+import { describe, expect, it } from "vitest";
+import { buildSiteDialogPatch } from "@/app/(protected)/workorders/_components/list/table/cells/build-site-dialog-patch";
+
+const base = {
+  code: "S-100",
+  locId: "1",
+  selected: undefined,
+  pocName: "Jane",
+  pocPhone: "(421) 433-1111",
+  pocNotes: "",
+  contactsDirty: true,
+  baselineHadContacts: true,
+  followsSiteRecord: true,
+};
+
+describe("buildSiteDialogPatch", () => {
+  it("copies site-loaded extra contacts to the work order without their site contact ids", () => {
+    const patch = buildSiteDialogPatch({
+      ...base,
+      extraContacts: [{ name: "Bob", phone: "(421) 433-7777", siteContactId: 32 }],
+    });
+
+    expect(patch.additionalContacts).toEqual([{ name: "Bob", phone: "(421) 433-7777" }]);
+  });
+
+  it("drops half-filled and empty extra contacts from the work-order patch", () => {
+    const patch = buildSiteDialogPatch({
+      ...base,
+      extraContacts: [
+        { name: "Bob", phone: "(421) 433-7777", notes: "Night shift", siteContactId: 32 },
+        { name: "Half", phone: "", siteContactId: 33 },
+        { name: "", phone: "(421) 433-0000" },
+        { name: "", phone: "" },
+      ],
+    });
+
+    expect(patch.additionalContacts).toEqual([
+      { name: "Bob", phone: "(421) 433-7777", notes: "Night shift" },
+    ]);
+  });
+
+  it("still clears the work order's copy when every extra contact was removed", () => {
+    const patch = buildSiteDialogPatch({ ...base, extraContacts: [] });
+
+    expect(patch.additionalContacts).toEqual([]);
+  });
+
+  it("leaves additional contacts off the patch when they were not edited", () => {
+    const patch = buildSiteDialogPatch({
+      ...base,
+      contactsDirty: false,
+      extraContacts: [{ name: "Bob", phone: "(421) 433-7777", siteContactId: 32 }],
+    });
+
+    expect(patch).not.toHaveProperty("additionalContacts");
+  });
+});

src/test/app/(protected)/workorders/site-dialog-site-record-resync.test.tsx

@@ -0,0 +1,225 @@
+import { QueryClient } from "@tanstack/react-query";
+import { fireEvent, screen, waitFor } from "@testing-library/react";
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { SiteDialog } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog";
+import type { Location } from "@/domain/locations/types/location";
+import { queryKeys } from "@/infra/query-key/query-key";
+import { renderWithProviders } from "@/test/test-utils";
+
+const getById = vi.fn();
+const updateContactInfo = vi.fn();
+
+vi.mock("@/domain/locations/api/locations-api", () => ({
+  locationsApi: {
+    getById: (...args: unknown[]) => getById(...args),
+    updateContactInfo: (...args: unknown[]) => updateContactInfo(...args),
+  },
+}));
+
+const dallas: Location = {
+  id: 1,
+  name: "DAL1",
+  address: "3811 Distribution Dr",
+  city: "Dallas",
+  state: "TX",
+  zipCode: "75201",
+  sitePhone: "(214) 555-0100",
+  notes: "Gate code 1234",
+  contacts: [
+    { id: 31, name: "Jane", phone: "(421) 433-0032" },
+    { id: 32, name: "Bob", phone: "(421) 433-0033" },
+  ],
+};
+
+const DALLAS_CONTACTS = [
+  { id: 31, name: "Jane", phone: "(421) 433-0032" },
+  { id: 32, name: "Bob", phone: "(421) 433-0033" },
+];
+
+const SITES = [
+  { id: "1", name: "DAL1" },
+  { id: "2", name: "CHI2" },
+];
+
+const SITE_RECORD_COPY =
+  "Contacts and notes are saved to the site record and apply to all its work orders.";
+const SITE_UNAVAILABLE_COPY = "Site record unavailable — changes apply to this work order only.";
+
+function renderDialog(queryClient?: QueryClient) {
+  const onSave = vi.fn();
+  renderWithProviders(
+    <SiteDialog
+      open
+      onOpenChange={vi.fn()}
+      value="DAL1"
+      locationId="1"
+      pocName="Someone Else"
+      pocPhone="(000) 000-0000"
+      pocNotes="Old work order note"
+      sites={SITES}
+      onSave={onSave}
+    />,
+    { withAuth: false, ...(queryClient === undefined ? {} : { queryClient }) },
+  );
+  return { onSave };
+}
+
+/** The main contact's field; additional contact rows reuse the same placeholders after it. */
+function primaryField(placeholder: string): HTMLElement {
+  return screen.getAllByPlaceholderText(placeholder)[0];
+}
+
+/** Opens the Site picker and chooses a site by its label. */
+function pickSite(label: string) {
+  const trigger = document.querySelector<HTMLElement>('[aria-haspopup="listbox"]');
+  if (trigger === null) throw new Error("expected the Site picker");
+  fireEvent.click(trigger);
+  fireEvent.click(screen.getByRole("button", { name: label }));
+}
+
+function editNotesAndSave(notes: string) {
+  fireEvent.change(primaryField("Notes…"), { target: { value: notes } });
+  fireEvent.click(screen.getByRole("button", { name: /^save$/i }));
+}
+
+describe("Work order Site dialog keeps the site record in sync", () => {
+  beforeEach(() => {
+    getById.mockReset();
+    updateContactInfo.mockReset();
+    updateContactInfo.mockResolvedValue(undefined);
+  });
+
+  it("re-syncs a site's extra contacts after switching away and back while the other site loads", async () => {
+    getById.mockImplementation((id: string) =>
+      String(id) === "1" ? Promise.resolve(dallas) : new Promise<Location>(() => {}),
+    );
+    renderDialog();
+    expect(await screen.findByDisplayValue("Bob")).toBeInTheDocument();
+
+    pickSite("CHI2");
+    await waitFor(() => expect(getById).toHaveBeenCalledWith("2"));
+    expect(screen.queryByDisplayValue("Bob")).not.toBeInTheDocument();
+    pickSite("DAL1");
+
+    expect(await screen.findByDisplayValue("Bob")).toBeEnabled();
+    editNotesAndSave("Gate code 9999");
+
+    await waitFor(() => expect(updateContactInfo).toHaveBeenCalledTimes(1));
+    expect(updateContactInfo).toHaveBeenCalledWith("1", {
+      contacts: DALLAS_CONTACTS,
+      notes: "Gate code 9999",
+    });
+  });
+
+  it("re-syncs a site's extra contacts after switching away and back when the other site failed to load", async () => {
+    getById.mockImplementation((id: string) =>
+      String(id) === "1" ? Promise.resolve(dallas) : Promise.reject(new Error("Network error")),
+    );
+    renderDialog();
+    expect(await screen.findByDisplayValue("Bob")).toBeInTheDocument();
+
+    pickSite("CHI2");
+    expect(await screen.findByText(SITE_UNAVAILABLE_COPY)).toBeInTheDocument();
+    pickSite("DAL1");
+
+    expect(await screen.findByDisplayValue("Bob")).toBeEnabled();
+    expect(screen.getByText(SITE_RECORD_COPY)).toBeInTheDocument();
+    editNotesAndSave("Gate code 9999");
+
+    await waitFor(() => expect(updateContactInfo).toHaveBeenCalledTimes(1));
+    expect(updateContactInfo).toHaveBeenCalledWith("1", {
+      contacts: DALLAS_CONTACTS,
+      notes: "Gate code 9999",
+    });
+  });
+
+  it("does not carry the previous site's contact onto a site whose record failed to load", async () => {
+    // The legacy contact fields too, so nothing can refill the cleared fields from DAL1.
+    const dallasWithContact: Location = { ...dallas, contact: "Jane", phone: "(421) 433-0032" };
+    getById.mockImplementation((id: string) =>
+      String(id) === "1"
+        ? Promise.resolve(dallasWithContact)
+        : Promise.reject(new Error("Network error")),
+    );
+    const { onSave } = renderDialog();
+    expect(await screen.findByDisplayValue("Jane")).toBeInTheDocument();
+
+    pickSite("CHI2");
+    expect(await screen.findByText(SITE_UNAVAILABLE_COPY)).toBeInTheDocument();
+    expect(primaryField("POC name")).toHaveValue("");
+    expect(primaryField("POC phone")).toHaveValue("");
+    expect(primaryField("Notes…")).toHaveValue("");
+    fireEvent.click(screen.getByRole("button", { name: /^save$/i }));
+    expect(await screen.findByText(/name is required/i)).toBeInTheDocument();
+    expect(onSave).not.toHaveBeenCalled();
+
+    fireEvent.change(primaryField("POC name"), { target: { value: "Carl" } });
+    fireEvent.change(primaryField("POC phone"), { target: { value: "(312) 555-0101" } });
+    fireEvent.click(screen.getByRole("button", { name: /^save$/i }));
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+    expect(onSave.mock.calls[0][0]).toMatchObject({
+      locationId: "2",
+      pocName: "Carl",
+      pocPhone: "(312) 555-0101",
+      pocNotes: "",
+      additionalContacts: [],
+    });
+    expect(updateContactInfo).not.toHaveBeenCalled();
+  });
+
+  it("waits for the refetch instead of syncing a cached site record, so a save never reverts it", async () => {
+    const queryClient = new QueryClient({
+      defaultOptions: { queries: { retry: false }, mutations: { retry: false } },
+    });
+    // What the cache still holds from before an earlier Save changed the site.
+    queryClient.setQueryData(queryKeys.locations.detail("1"), dallas);
+    const saved: Location = {
+      ...dallas,
+      notes: "Saved gate code",
+      contacts: [
+        { id: 31, name: "Jane", phone: "(421) 433-9999" },
+        { id: 32, name: "Bob", phone: "(421) 433-0033" },
+      ],
+    };
+    let resolveSite: (site: Location) => void = () => {};
+    getById.mockReturnValue(
+      new Promise<Location>((resolve) => {
+        resolveSite = resolve;
+      }),
+    );
+    renderDialog(queryClient);
+
+    await waitFor(() => expect(getById).toHaveBeenCalled());
+    expect(primaryField("POC phone")).toBeDisabled();
+    expect(screen.queryByDisplayValue("(421) 433-0032")).not.toBeInTheDocument();
+    resolveSite(saved);
+
+    expect(await screen.findByDisplayValue("(421) 433-9999")).toBeEnabled();
+    expect(primaryField("Notes…")).toHaveValue("Saved gate code");
+    editNotesAndSave("Gate code 9999");
+
+    await waitFor(() => expect(updateContactInfo).toHaveBeenCalledTimes(1));
+    expect(updateContactInfo).toHaveBeenCalledWith("1", {
+      contacts: saved.contacts,
+      notes: "Gate code 9999",
+    });
+  });
+
+  it("leaves a half-filled extra contact off the site record, as the work order does", async () => {
+    getById.mockResolvedValue(dallas);
+    const { onSave } = renderDialog();
+    await screen.findByDisplayValue("Bob");
+
+    fireEvent.click(screen.getByRole("button", { name: /Add point of contact/ }));
+    const names = screen.getAllByPlaceholderText("POC name");
+    fireEvent.change(names[names.length - 1], { target: { value: "Name Only" } });
+    editNotesAndSave("Gate code 9999");
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+    expect(updateContactInfo).toHaveBeenCalledWith("1", {
+      contacts: DALLAS_CONTACTS,
+      notes: "Gate code 9999",
+    });
+  });
+});

src/test/app/(protected)/workorders/site-dialog-site-record.test.tsx

@@ -0,0 +1,438 @@
+import type { QueryClient } from "@tanstack/react-query";
+import { fireEvent, screen, waitFor } from "@testing-library/react";
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { SiteDialog } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog";
+import type { Location } from "@/domain/locations/types/location";
+import { queryKeys } from "@/infra/query-key/query-key";
+import { createAppQueryClient } from "@/lib/query/query-client";
+import { renderWithProviders } from "@/test/test-utils";
+
+const getById = vi.fn();
+const updateContactInfo = vi.fn();
+const toastMocks = vi.hoisted(() => ({
+  error: vi.fn(),
+  success: vi.fn(),
+  info: vi.fn(),
+  warning: vi.fn(),
+}));
+
+vi.mock("react-toastify", () => ({ toast: toastMocks }));
+
+vi.mock("@/domain/locations/api/locations-api", () => ({
+  locationsApi: {
+    getById: (...args: unknown[]) => getById(...args),
+    updateContactInfo: (...args: unknown[]) => updateContactInfo(...args),
+  },
+}));
+
+const dallas: Location = {
+  id: 1,
+  name: "DAL1",
+  address: "3811 Distribution Dr",
+  city: "Dallas",
+  state: "TX",
+  zipCode: "75201",
+  sitePhone: "(214) 555-0100",
+  phone: "(421) 433-0032",
+  contactEmail: "dal1@acme.test",
+  notes: "Gate code 1234",
+  contacts: [
+    { id: 31, name: "Jane", phone: "(421) 433-0032" },
+    { id: 32, name: "Bob", phone: "(421) 433-0033" },
+  ],
+};
+
+const sites = [{ id: "1", name: "DAL1" }];
+
+const SITE_RECORD_COPY =
+  "Contacts and notes are saved to the site record and apply to all its work orders.";
+const SITE_UNAVAILABLE_COPY = "Site record unavailable — changes apply to this work order only.";
+
+function renderDialog(
+  overrides: Partial<Parameters<typeof SiteDialog>[0]> = {},
+  options: { queryClient?: QueryClient } = {},
+) {
+  const onSave = vi.fn();
+  const onOpenChange = vi.fn();
+  const { queryClient } = renderWithProviders(
+    <SiteDialog
+      open
+      onOpenChange={onOpenChange}
+      value="DAL1"
+      locationId="1"
+      pocName="Someone Else"
+      pocPhone="(000) 000-0000"
+      pocNotes="Old work order note"
+      sites={sites}
+      onSave={onSave}
+      {...overrides}
+    />,
+    { withAuth: false, ...options },
+  );
+  return { onSave, onOpenChange, queryClient };
+}
+
+/** The main contact's field; additional contact rows reuse the same placeholders after it. */
+function primaryField(placeholder: string): HTMLElement {
+  return screen.getAllByPlaceholderText(placeholder)[0];
+}
+
+function saveButton(): HTMLElement {
+  return screen.getByRole("button", { name: /^save$/i });
+}
+
+describe("Work order Site dialog edits the site record", () => {
+  beforeEach(() => {
+    getById.mockReset();
+    updateContactInfo.mockReset();
+    toastMocks.error.mockReset();
+    getById.mockResolvedValue(dallas);
+  });
+
+  it("shows the site's contacts, notes, linked address and map preview", async () => {
+    renderDialog();
+
+    expect(await screen.findByDisplayValue("Jane")).toBeInTheDocument();
+    expect(screen.getByDisplayValue("(421) 433-0032")).toBeInTheDocument();
+    expect(screen.getByDisplayValue("Bob")).toBeInTheDocument();
+    expect(screen.getByDisplayValue("Gate code 1234")).toBeInTheDocument();
+    const address = screen.getByRole("link", { name: /3811 Distribution Dr/ });
+    expect(address).toHaveAttribute(
+      "href",
+      "https://www.google.com/maps/search/?api=1&query=3811%20Distribution%20Dr%2C%20Dallas%2C%20TX%2075201",
+    );
+    expect(address).toHaveAttribute("target", "_blank");
+    expect(screen.getByTitle("Site location map")).toBeInTheDocument();
+    expect(screen.getByText("(214) 555-0100")).toBeInTheDocument();
+    expect(screen.getByText("dal1@acme.test")).toBeInTheDocument();
+    expect(screen.getByText(SITE_RECORD_COPY)).toBeInTheDocument();
+    expect(screen.queryByText(SITE_UNAVAILABLE_COPY)).not.toBeInTheDocument();
+  });
+
+  it("offers no per-contact notes on additional contacts, since site contacts cannot store them", async () => {
+    renderDialog();
+    await screen.findByDisplayValue("Bob");
+
+    // Only the site notes box: Bob's card has none.
+    expect(screen.getAllByPlaceholderText("Notes…")).toHaveLength(1);
+    fireEvent.click(screen.getByRole("button", { name: /add point of contact/i }));
+    expect(screen.getAllByPlaceholderText("POC name")).toHaveLength(3);
+    expect(screen.getAllByPlaceholderText("Notes…")).toHaveLength(1);
+  });
+
+  it("keeps per-contact notes when the site record is unavailable and Save writes the work order only", async () => {
+    getById.mockRejectedValue(new Error("Network error"));
+    renderDialog();
+    await screen.findByText(SITE_UNAVAILABLE_COPY);
+
+    fireEvent.click(screen.getByRole("button", { name: /add point of contact/i }));
+    expect(screen.getAllByPlaceholderText("Notes…")).toHaveLength(2);
+  });
+
+  it("locks the contact fields until the site loads, so typed input is never replaced", async () => {
+    let resolveSite: (site: Location) => void = () => {};
+    getById.mockReturnValue(
+      new Promise<Location>((resolve) => {
+        resolveSite = resolve;
+      }),
+    );
+    renderDialog();
+
+    await waitFor(() => expect(getById).toHaveBeenCalled());
+    expect(primaryField("POC name")).toBeDisabled();
+    expect(primaryField("POC phone")).toBeDisabled();
+    expect(primaryField("Notes…")).toBeDisabled();
+    expect(saveButton()).toBeDisabled();
+
+    resolveSite(dallas);
+
+    expect(await screen.findByDisplayValue("Jane")).toBeEnabled();
+    fireEvent.change(primaryField("POC phone"), { target: { value: "(421) 433-9999" } });
+    expect(primaryField("POC phone")).toHaveValue("(421) 433-9999");
+    expect(saveButton()).toBeEnabled();
+  });
+
+  it("keeps a POC typed after a failed site load when a later refetch succeeds", async () => {
+    getById.mockRejectedValueOnce(new Error("Network error"));
+    updateContactInfo.mockResolvedValue(undefined);
+    const { onSave, queryClient } = renderDialog();
+
+    await waitFor(() => expect(primaryField("POC name")).toBeEnabled());
+    expect(screen.getByText(SITE_UNAVAILABLE_COPY)).toBeInTheDocument();
+    expect(screen.queryByText(SITE_RECORD_COPY)).not.toBeInTheDocument();
+    fireEvent.change(primaryField("POC name"), { target: { value: "John" } });
+
+    await queryClient.refetchQueries({ queryKey: queryKeys.locations.detail("1") });
+    await waitFor(() => expect(getById).toHaveBeenCalledTimes(2));
+    await screen.findByText("(214) 555-0100");
+
+    // The typed input stays on the work order, so the copy still says so after the refetch.
+    expect(screen.getByText(SITE_UNAVAILABLE_COPY)).toBeInTheDocument();
+    expect(screen.queryByText(SITE_RECORD_COPY)).not.toBeInTheDocument();
+    expect(primaryField("POC name")).toHaveValue("John");
+    expect(primaryField("POC name")).toBeEnabled();
+    expect(primaryField("POC phone")).toHaveValue("(000) 000-0000");
+    expect(screen.queryByDisplayValue("Jane")).not.toBeInTheDocument();
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+    expect(onSave.mock.calls[0][0]).toMatchObject({
+      pocName: "John",
+      pocPhone: "(000) 000-0000",
+      pocNotes: "Old work order note",
+    });
+    // The site's notes and other contacts were never shown, so they are not written back.
+    expect(updateContactInfo).not.toHaveBeenCalled();
+  });
+
+  it("keeps Save disabled until something changes", async () => {
+    renderDialog();
+    await screen.findByDisplayValue("Jane");
+
+    expect(saveButton()).toBeDisabled();
+    fireEvent.change(primaryField("Notes…"), {
+      target: { value: "Gate code 9999" },
+    });
+    expect(saveButton()).toBeEnabled();
+  });
+
+  it("saves contact and notes edits to the site, then points the work order at it", async () => {
+    updateContactInfo.mockResolvedValue(undefined);
+    const { onSave, onOpenChange } = renderDialog();
+    await screen.findByDisplayValue("Jane");
+
+    fireEvent.change(primaryField("POC phone"), {
+      target: { value: "(421) 433-9999" },
+    });
+    fireEvent.change(primaryField("Notes…"), {
+      target: { value: "Gate code 9999" },
+    });
+    fireEvent.change(screen.getAllByPlaceholderText("POC phone")[1], {
+      target: { value: "(421) 433-7777" },
+    });
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+    expect(updateContactInfo).toHaveBeenCalledWith("1", {
+      contacts: [
+        { id: 31, name: "Jane", phone: "(421) 433-9999" },
+        { id: 32, name: "Bob", phone: "(421) 433-7777" },
+      ],
+      notes: "Gate code 9999",
+    });
+    expect(updateContactInfo.mock.invocationCallOrder[0]).toBeLessThan(
+      onSave.mock.invocationCallOrder[0],
+    );
+    expect(onSave).toHaveBeenCalledWith(
+      expect.objectContaining({
+        locationId: "1",
+        pocName: "Jane",
+        pocPhone: "(421) 433-9999",
+        pocNotes: "",
+        additionalContacts: [{ name: "Bob", phone: "(421) 433-7777" }],
+      }),
+    );
+    expect(onOpenChange).toHaveBeenCalledWith(false);
+  });
+
+  it("a phone-only edit keeps the work order's own notes and extra contacts", async () => {
+    updateContactInfo.mockResolvedValue(undefined);
+    const { onSave } = renderDialog({
+      additionalContacts: [{ name: "Night guard", phone: "(555) 000-1111" }],
+    });
+    await screen.findByDisplayValue("Jane");
+
+    fireEvent.change(primaryField("POC phone"), { target: { value: "(421) 433-9999" } });
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+    expect(updateContactInfo).toHaveBeenCalledWith(
+      "1",
+      expect.objectContaining({ notes: "Gate code 1234" }),
+    );
+    const patch = onSave.mock.calls[0][0];
+    expect(patch).toMatchObject({
+      pocName: "Jane",
+      pocPhone: "(421) 433-9999",
+      pocNotes: "Old work order note",
+    });
+    expect(patch).not.toHaveProperty("additionalContacts");
+  });
+
+  it("a notes-only edit keeps the work order's own contact override", async () => {
+    updateContactInfo.mockResolvedValue(undefined);
+    const { onSave } = renderDialog();
+    await screen.findByDisplayValue("Jane");
+
+    fireEvent.change(primaryField("Notes…"), { target: { value: "Gate code 9999" } });
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+    expect(onSave.mock.calls[0][0]).toMatchObject({
+      pocName: "Someone Else",
+      pocPhone: "(000) 000-0000",
+      pocNotes: "",
+    });
+  });
+
+  it("keeps the dialog open and the work order untouched when the site update fails", async () => {
+    updateContactInfo.mockRejectedValue(new Error("Forbidden"));
+    const { onSave, onOpenChange } = renderDialog();
+    await screen.findByDisplayValue("Jane");
+
+    fireEvent.change(primaryField("Notes…"), {
+      target: { value: "Gate code 9999" },
+    });
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(updateContactInfo).toHaveBeenCalledTimes(1));
+    await waitFor(() => expect(saveButton()).toBeEnabled());
+    expect(onSave).not.toHaveBeenCalled();
+    expect(onOpenChange).not.toHaveBeenCalled();
+  });
+
+  it("shows one error toast when the site update fails, not the global one as well", async () => {
+    updateContactInfo.mockRejectedValue(new Error("Forbidden"));
+    renderDialog({}, { queryClient: createAppQueryClient() });
+    await screen.findByDisplayValue("Jane");
+
+    fireEvent.change(primaryField("Notes…"), { target: { value: "Gate code 9999" } });
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(saveButton()).toBeEnabled());
+    expect(toastMocks.error).toHaveBeenCalledTimes(1);
+    expect(toastMocks.error).toHaveBeenCalledWith("Forbidden");
+  });
+
+  it("locks the fields while the site update is in flight, so no edit is lost", async () => {
+    let finishSiteUpdate: () => void = () => {};
+    updateContactInfo.mockReturnValue(
+      new Promise<void>((resolve) => {
+        finishSiteUpdate = resolve;
+      }),
+    );
+    const { onSave } = renderDialog();
+    await screen.findByDisplayValue("Jane");
+
+    fireEvent.change(primaryField("Notes…"), { target: { value: "Gate code 9999" } });
+    fireEvent.click(saveButton());
+
+    await screen.findByRole("button", { name: /saving/i });
+    expect(primaryField("POC name")).toBeDisabled();
+    expect(primaryField("POC phone")).toBeDisabled();
+    expect(primaryField("Notes…")).toBeDisabled();
+    expect(screen.getByRole("button", { name: /add point of contact/i })).toBeDisabled();
+
+    finishSiteUpdate();
+    await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+    expect(onSave.mock.calls[0][0]).toMatchObject({ pocNotes: "" });
+  });
+
+  describe("on a site saved before the contacts list existed", () => {
+    const legacyDallas: Location = {
+      ...dallas,
+      phone: "(421) 433-0050",
+      contact: "Legacy Lee",
+      contacts: undefined,
+    };
+
+    beforeEach(() => {
+      getById.mockResolvedValue(legacyDallas);
+    });
+
+    it("shows the site's legacy contact and saves a notes-only edit without retyping it", async () => {
+      updateContactInfo.mockResolvedValue(undefined);
+      const { onSave } = renderDialog();
+
+      expect(await screen.findByDisplayValue("Legacy Lee")).toBeInTheDocument();
+      expect(primaryField("POC phone")).toHaveValue("(421) 433-0050");
+      expect(saveButton()).toBeDisabled();
+
+      fireEvent.change(primaryField("Notes…"), { target: { value: "Gate code 9999" } });
+      fireEvent.click(saveButton());
+
+      await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+      expect(screen.queryByText(/name is required/i)).not.toBeInTheDocument();
+      // The legacy contact becomes the site's first contact row, unchanged.
+      expect(updateContactInfo).toHaveBeenCalledWith("1", {
+        contacts: [{ name: "Legacy Lee", phone: "(421) 433-0050" }],
+        notes: "Gate code 9999",
+      });
+      // Only the notes were edited, so the work order keeps its own contact override.
+      expect(onSave.mock.calls[0][0]).toMatchObject({
+        pocName: "Someone Else",
+        pocPhone: "(000) 000-0000",
+        pocNotes: "",
+      });
+    });
+
+    it("does not report a contact edit the user never made when the work order had no POC", async () => {
+      updateContactInfo.mockResolvedValue(undefined);
+      const { onSave } = renderDialog({ pocName: "", pocPhone: "" });
+
+      expect(await screen.findByDisplayValue("Legacy Lee")).toBeInTheDocument();
+      expect(saveButton()).toBeDisabled();
+
+      fireEvent.change(primaryField("Notes…"), { target: { value: "Gate code 9999" } });
+      fireEvent.click(saveButton());
+
+      await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+      expect(onSave.mock.calls[0][0]).toMatchObject({ pocName: "", pocPhone: "", pocNotes: "" });
+    });
+  });
+
+  it("requires the first contact before saving", async () => {
+    const { onSave } = renderDialog();
+    await screen.findByDisplayValue("Jane");
+
+    fireEvent.change(primaryField("POC name"), { target: { value: "" } });
+    fireEvent.click(saveButton());
+
+    expect(await screen.findByText(/name is required/i)).toBeInTheDocument();
+    expect(updateContactInfo).not.toHaveBeenCalled();
+    expect(onSave).not.toHaveBeenCalled();
+  });
+
+  it("a completed work order shows its frozen snapshot read-only, without a site lookup", () => {
+    renderDialog({
+      viewOnly: true,
+      frozenSite: {
+        code: "DAL1",
+        label: "DAL1",
+        address: "1 Old Rd",
+        city: "Dallas",
+        state: "TX",
+        zip: "75201",
+      },
+    });
+
+    expect(screen.getByRole("link", { name: /1 Old Rd/ })).toBeInTheDocument();
+    expect(screen.queryByRole("button", { name: /^save$/i })).not.toBeInTheDocument();
+    expect(screen.getByDisplayValue("Someone Else")).toBeDisabled();
+    expect(getById).not.toHaveBeenCalled();
+    expect(updateContactInfo).not.toHaveBeenCalled();
+  });
+
+  it("inline create keeps the work-order-only path and never writes the site", async () => {
+    const { onSave } = renderDialog({
+      createMode: true,
+      pocName: "Temp",
+      pocPhone: "(111) 111-1111",
+      pocNotes: "",
+    });
+    await waitFor(() => expect(getById).toHaveBeenCalled());
+
+    fireEvent.change(primaryField("Notes…"), { target: { value: "Bring ladder" } });
+    // Work-order-only contacts keep their own notes.
+    fireEvent.click(screen.getByRole("button", { name: /add point of contact/i }));
+    expect(screen.getAllByPlaceholderText("Notes…")).toHaveLength(2);
+    fireEvent.click(screen.getByRole("button", { name: /remove point of contact 2/i }));
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(onSave).toHaveBeenCalledTimes(1));
+    expect(onSave).toHaveBeenCalledWith(
+      expect.objectContaining({ pocName: "Temp", pocNotes: "Bring ladder" }),
+    );
+    expect(updateContactInfo).not.toHaveBeenCalled();
+  });
+});

src/test/app/(protected)/workorders/status-cell-closability.test.tsx

@@ -3,6 +3,7 @@ import { describe, expect, it, vi } from "vitest";
 import { StatusCell } from "@/app/(protected)/workorders/_components/list/table/cells/status-cell";
 import type { WizardWOStatus } from "@/domain/work-orders/types/work-order-wizard";
 import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-table-row";
+import { CREATION_INLINE_STATUSES } from "@/domain/work-orders/utils/wo-lifecycle-transitions";
 
 const incompleteRow = {
   id: "wo-1",
@@ -70,21 +71,16 @@ describe("StatusCell closability gate", () => {
     expect(offered).not.toContain("Scheduled");
     expect(offered).not.toContain("Past Due");
     expect(offered).not.toContain("Canceled");
+    expect(offered).not.toContain("Pending");
     expect(offered).not.toContain(current);
     expect(offered).toEqual(
-      [
-        "Pending",
-        "En Route",
-        "On Site",
-        "In Progress",
-        "Completed",
-        "Rescheduled",
-        "Pending Quote",
-      ].filter((status) => status !== current),
+      ["En Route", "On Site", "In Progress", "Completed", "Rescheduled", "Pending Quote"].filter(
+        (status) => status !== current,
+      ),
     );
   });
 
-  it("offers every manual status, and no automatic one, from Incomplete or Scheduled", () => {
+  it("omits Pending and automatic statuses from Incomplete or Scheduled", () => {
     for (const current of ["Incomplete", "Scheduled"] as const) {
       const { unmount } = render(
         <StatusCell
@@ -95,7 +91,7 @@ describe("StatusCell closability gate", () => {
       );
 
       fireEvent.click(screen.getByRole("button", { name: new RegExp(current, "i") }));
-      expect(screen.getByRole("button", { name: /^pending$/i })).toBeTruthy();
+      expect(screen.queryByRole("button", { name: /^pending$/i })).toBeNull();
       expect(screen.queryByRole("button", { name: /^incomplete$/i })).toBeNull();
       expect(screen.queryByRole("button", { name: /^scheduled$/i })).toBeNull();
       unmount();
@@ -116,4 +112,23 @@ describe("StatusCell closability gate", () => {
     expect(screen.getByRole("button", { name: /^pending$/i })).toBeTruthy();
     expect(screen.queryByRole("button", { name: /^en route$/i })).toBeNull();
   });
+
+  it("disables Pending for inline creation when Schedule On has a concrete date", () => {
+    render(
+      <StatusCell
+        wo={{ ...incompleteRow, status: "Scheduled", scheduledOn: "2026-06-01" }}
+        statusOptions={CREATION_INLINE_STATUSES}
+        onChangeStatus={vi.fn()}
+        onOpenSlideOver={vi.fn()}
+      />,
+    );
+
+    fireEvent.click(screen.getByRole("button", { name: /scheduled/i }));
+    const pending = screen.getByRole("button", { name: /^pending$/i });
+    expect(pending).toBeDisabled();
+    expect(pending).toHaveAttribute(
+      "title",
+      "Clear the Schedule On date before marking this work order as Pending.",
+    );
+  });
 });

src/test/app/(protected)/workorders/use-site-dialog-state.test.tsx

@@ -19,6 +19,10 @@ vi.mock("@/domain/locations/use-cases/use-location-detail", () => ({
   },
 }));
 
+vi.mock("@/domain/locations/use-cases/use-update-site-contact-info", () => ({
+  useUpdateSiteContactInfo: () => ({ mutate: vi.fn(), isPending: false }),
+}));
+
 const SITES: LocationOption[] = [
   { id: "loc-1", name: "BK5 · Dallas", siteCode: "BK5", city: "Dallas", state: "TX" },
   { id: "loc-2", name: "SEA1 · Seattle", siteCode: "SEA1", city: "Seattle", state: "WA" },

src/test/app/(protected)/workorders/wizard-step-vendor-time-closability.test.tsx

@@ -77,7 +77,7 @@ describe("WizardStepVendorTime creation statuses (AAP)", () => {
     expect(onPatch).toHaveBeenCalledWith({ status: "Pending" });
   });
 
-  it("promotes Pending to Scheduled when picked on a dated draft", () => {
+  it("disables Pending when Schedule On has a concrete date", () => {
     const onPatch = vi.fn();
     render(
       <WizardStepVendorTime
@@ -95,7 +95,13 @@ describe("WizardStepVendorTime creation statuses (AAP)", () => {
     );
 
     fireEvent.click(screen.getByRole("button", { name: /scheduled/i }));
-    fireEvent.click(screen.getByRole("button", { name: /^pending$/i }));
-    expect(onPatch).toHaveBeenCalledWith({ status: "Scheduled" });
+    const pending = screen.getByRole("button", { name: /^pending$/i });
+    expect(pending).toBeDisabled();
+    expect(pending).toHaveAttribute(
+      "title",
+      "Clear the Schedule On date before marking this work order as Pending.",
+    );
+    fireEvent.click(pending);
+    expect(onPatch).not.toHaveBeenCalled();
   });
 });

src/test/app/(protected)/workorders/wo-table-inline-status-schedule.test.tsx

@@ -36,7 +36,7 @@ vi.mock("@/app/(protected)/workorders/_components/list/table/cells/appt-time-cel
 }));
 
 describe("WoTableInlineRow StatusCell with a concrete schedule", () => {
-  it("keeps Scheduled when Incomplete is picked on a dated draft", () => {
+  it("disables Pending on a dated draft", () => {
     const onChange = vi.fn();
     const draft = {
       ...EMPTY_TABLE_DRAFT,
@@ -66,8 +66,10 @@ describe("WoTableInlineRow StatusCell with a concrete schedule", () => {
     );
 
     fireEvent.click(screen.getByRole("button", { name: /incomplete/i }));
-    fireEvent.click(screen.getByRole("button", { name: /^pending$/i }));
+    const pending = screen.getByRole("button", { name: /^pending$/i });
 
-    expect(onChange).toHaveBeenCalledWith(expect.objectContaining({ status: "Scheduled" }));
+    expect(pending).toBeDisabled();
+    fireEvent.click(pending);
+    expect(onChange).not.toHaveBeenCalledWith(expect.objectContaining({ status: "Pending" }));
   });
 });

src/test/domain/work-orders/utils/wo-lifecycle-transitions.test.ts

@@ -6,6 +6,7 @@ import {
   COMPLETED_DOC_BLOCK_MSG,
   COMPLETED_MEDIA_BLOCK_MSG,
   CREATION_INLINE_STATUSES,
+  PENDING_NEEDS_NO_DATE_MSG,
   SCHEDULED_NEEDS_DATE_MSG,
   formatAapCompletedBlockTitle,
   getInlineStatusTransitions,
@@ -21,7 +22,6 @@ import type { WorkOrderTableRow } from "@/domain/work-orders/types/work-order-ta
 describe("wo-lifecycle-transitions", () => {
   it("lists only manual board statuses: no automatic states and no Canceled (SH-169)", () => {
     expect(BOARD_INLINE_STATUSES).toEqual([
-      "Pending",
       "En Route",
       "On Site",
       "In Progress",
@@ -37,7 +37,6 @@ describe("wo-lifecycle-transitions", () => {
 
   it("never offers the current status as a transition (SH-358)", () => {
     expect(getInlineStatusTransitions("On Site")).toEqual([
-      "Pending",
       "En Route",
       "In Progress",
       "Completed",
@@ -67,6 +66,25 @@ describe("wo-lifecycle-transitions", () => {
     });
   });
 
+  it("disables Pending only when a concrete schedule date exists", () => {
+    expect(getStatusOptionState({ scheduledOn: "2026-06-01" }, "Pending", [])).toEqual({
+      disabled: true,
+      title: PENDING_NEEDS_NO_DATE_MSG,
+    });
+    expect(
+      getStatusOptionState({ scheduledOn: "", scheduleWeekOnly: false }, "Pending", []),
+    ).toEqual({
+      disabled: false,
+    });
+    expect(
+      getStatusOptionState(
+        { scheduledOn: "2026-06-01", scheduleWeekOnly: true, schedMode: "week" },
+        "Pending",
+        [],
+      ),
+    ).toEqual({ disabled: false });
+  });
+
   it("promotes Incomplete/Pending when a concrete date exists", () => {
     expect(
       maybeAutoSchedulePatch({