Keep catalog method section editors after a Customize title override so Core Principle and related copy are not replaced by an empty custom-policy body.

Co-authored-by: Cursor <cursoragent@cursor.com>

app/(app)/create/components/FinalReviewChipEditModal.tsx

@@ -40,6 +40,7 @@ import { usesWizardFieldBlocksModalBody } from "../../../../lib/create/usesWizar
 import type { CustomMethodCardFieldBlock } from "../../../../lib/create/customMethodCardFieldBlocks";
 import {
   CUSTOM_RULE_FACET_BY_GROUP,
+  isCatalogMethodCardId,
   type TemplateFacetGroupKey,
 } from "../../../../lib/create/customRuleFacets";
 import type { MethodFacetGroupKey } from "../../../../lib/create/removeMethodCardFromFacetSelection";
@@ -378,10 +379,11 @@ export function FinalReviewChipEditModal({
         modalEditUnlocked: true,
         draftFieldBlocks,
       }) ||
-        isCustomMethodCardId(
+        (isCustomMethodCardId(
           target.overrideKey,
           state.customMethodCardMetaById,
-        )),
+        ) &&
+          !isCatalogMethodCardId(target.overrideKey))),
   );
 
   const handleWizardFieldBlocksChange = useCallback(

lib/create/customRuleFacets.ts

@@ -213,6 +213,17 @@ export function readMethodPresetsForFacetGroup(
   return readMethodsArray(METHOD_MESSAGES[groupKey]);
 }
 
+const CATALOG_METHOD_CARD_IDS: ReadonlySet<string> = new Set(
+  METHOD_FACET_API_SECTION_IDS.flatMap((group) =>
+    readMethodPresetsForFacetGroup(group).map((row) => row.id),
+  ),
+);
+
+/** True when `methodId` is a shipped catalog slug, not a user-authored UUID. */
+export function isCatalogMethodCardId(methodId: string): boolean {
+  return CATALOG_METHOD_CARD_IDS.has(methodId);
+}
+
 export function assignTemplateMethodSlugsToPrefill(
   prefill: Partial<CreateFlowState>,
   normalizedCategoryKey: string,

lib/create/usesWizardFieldBlocksModalBody.ts

@@ -1,5 +1,6 @@
 import type { CreateFlowState } from "../../app/(app)/create/types";
 import type { CustomMethodCardFieldBlock } from "./customMethodCardFieldBlocks";
+import { isCatalogMethodCardId } from "./customRuleFacets";
 import { isCustomMethodCardId } from "./isCustomMethodCardId";
 
 /**
@@ -17,11 +18,17 @@ import { isCustomMethodCardId } from "./isCustomMethodCardId";
  * Non-empty **draft** blocks also win, including catalog ids after Customize
  * Finalize (facet editors ignore array order).
  *
- * **View mode** (`modalEditUnlocked` false): when the custom card still has facet copy
- * that matches preset seeds only (see `./methodCardFacetMatchesPresetForId`), route to
- * {@link CustomMethodCardModalBody} so meta-only wizard cards show policy copy instead
- * of empty preset section editors. Pass `customFacetDetailsMatchPreset: false` when the
- * caller knows facet details were edited or cloned from a filled preset.
+ * Catalog slugs (`video-meetings`, `signal`, …) may also have a meta row after
+ * Customize writes a title override. Those cards keep the facet section editors
+ * unless field blocks exist — matching catalog copy must not hide Core Principle /
+ * Logistics / etc.
+ *
+ * **View mode** (`modalEditUnlocked` false): when a **user-authored** card still has
+ * facet copy that matches empty preset seeds only (see
+ * `./methodCardFacetMatchesPresetForId`), route to {@link CustomMethodCardModalBody}
+ * so meta-only wizard cards show policy copy instead of empty section editors.
+ * Pass `customFacetDetailsMatchPreset: false` when the caller knows facet details
+ * were edited or cloned from a filled preset.
  */
 export function usesWizardFieldBlocksModalBody(args: {
   methodId: string;
@@ -45,6 +52,9 @@ export function usesWizardFieldBlocksModalBody(args: {
   if (!isCustomMethodCardId(args.methodId, args.meta)) {
     return false;
   }
+  if (isCatalogMethodCardId(args.methodId)) {
+    return false;
+  }
   return (
     !args.modalEditUnlocked && args.customFacetDetailsMatchPreset === true
   );

tests/components/CommunicationMethodsScreenPersistence.test.tsx

@@ -12,6 +12,8 @@ import "@testing-library/jest-dom/vitest";
 import { CommunicationMethodsScreen } from "../../app/(app)/create/screens/card/CommunicationMethodsScreen";
 import { useCreateFlow } from "../../app/(app)/create/context/CreateFlowContext";
 import type { CreateFlowState } from "../../app/(app)/create/types";
+import { communicationPresetFor } from "../../lib/create/finalReviewChipPresets";
+import messages from "../../messages/en/index";
 
 afterEach(() => {
   cleanup();
@@ -158,6 +160,48 @@ describe("CommunicationMethodsScreen — Add Platform persistence", () => {
     expect(textareas[2].value).toBe("Saved coc");
   });
 
+  it("keeps catalog section editors when a title override exists and there are no custom fields", async () => {
+    const details = communicationPresetFor("video-meetings");
+    const noFieldsHint =
+      messages.create.customRule.customMethodCardWizard.editModal
+        .noCustomFieldsYet;
+    render(
+      <ScreenWithStateProbe
+        onState={() => {
+          /* noop */
+        }}
+        initial={{
+          selectedCommunicationMethodIds: ["video-meetings"],
+          customMethodCardMetaById: {
+            "video-meetings": {
+              label: "Video Meetings",
+              supportText:
+                "Synchronous video calls for remote face-to-face interaction.",
+            },
+          },
+          communicationMethodDetailsById: {
+            "video-meetings": details,
+          },
+        }}
+      />,
+    );
+
+    fireEvent.click(
+      screen.getAllByRole("button", {
+        name: /Video Meetings: Synchronous video/,
+      })[0],
+    );
+    const dialog = await screen.findByRole("dialog");
+    const textareas = within(dialog).getAllByRole(
+      "textbox",
+    ) as HTMLTextAreaElement[];
+    expect(textareas).toHaveLength(3);
+    expect(textareas[0].value).toBe(details.corePrinciple);
+    expect(textareas[1].value).toBe(details.logisticsAdmin);
+    expect(textareas[2].value).toBe(details.codeOfConduct);
+    expect(within(dialog).queryByText(noFieldsHint)).not.toBeInTheDocument();
+  });
+
   it("opens meaning fields editable without Customize", async () => {
     render(
       <ScreenWithStateProbe

tests/components/FinalReviewPage.test.tsx

@@ -214,6 +214,39 @@ describe("FinalReviewScreen — chip detail modal", () => {
     ).toBeGreaterThanOrEqual(1);
   });
 
+  it("keeps catalog section editors when a title override exists and there are no custom fields", async () => {
+    render(
+      <FinalReviewWithStateProbe
+        onState={() => {
+          /* noop */
+        }}
+        initial={{
+          title: "Oak Park Commons",
+          selectedCommunicationMethodIds: ["video-meetings"],
+          customMethodCardMetaById: {
+            "video-meetings": {
+              label: "Video Meetings",
+              supportText:
+                "Synchronous video calls for remote face-to-face interaction.",
+            },
+          },
+        }}
+      />,
+    );
+
+    fireEvent.click(
+      await screen.findByRole("button", { name: "Video Meetings" }),
+    );
+    const dialog = await screen.findByRole("dialog");
+    expect(within(dialog).getAllByRole("textbox")).toHaveLength(3);
+    expect(
+      within(dialog).queryByText("No custom fields yet."),
+    ).not.toBeInTheDocument();
+    expect(
+      within(dialog).getByText(/core principle/i),
+    ).toBeInTheDocument();
+  });
+
   it("method chip modal kebab offers Customize but not Duplicate", async () => {
     render(<FinalReviewWithCustomizeSelections />);
     fireEvent.click(await screen.findByRole("button", { name: "Signal" }));

tests/unit/customRuleFacets.test.ts

@@ -4,6 +4,7 @@ import {
   createFlowStepForCustomRuleFacetGroup,
   CUSTOM_RULE_FACETS,
   CUSTOM_RULE_FACET_BY_GROUP,
+  isCatalogMethodCardId,
   METHOD_FACET_API_SECTION_IDS,
   PUBLISHED_CUSTOM_RULE_SELECTION_KEYS,
   readMethodPresetsForFacetGroup,
@@ -75,4 +76,12 @@ describe("customRuleFacets (CR-92)", () => {
     expect(m.length).toBeGreaterThan(0);
     expect(typeof m[0]!.id).toBe("string");
   });
+
+  it("isCatalogMethodCardId is true for shipped slugs and false for UUIDs", () => {
+    expect(isCatalogMethodCardId("video-meetings")).toBe(true);
+    expect(isCatalogMethodCardId("signal")).toBe(true);
+    expect(
+      isCatalogMethodCardId("550e8400-e29b-41d4-a716-446655440000"),
+    ).toBe(false);
+  });
 });

tests/unit/usesWizardFieldBlocksModalBody.test.ts

@@ -125,4 +125,40 @@ describe("usesWizardFieldBlocksModalBody", () => {
       }),
     ).toBe(true);
   });
+
+  it("is false for catalog ids with a title-override meta row and no field blocks", () => {
+    expect(
+      usesWizardFieldBlocksModalBody({
+        methodId: "video-meetings",
+        meta: {
+          "video-meetings": {
+            label: "Video Meetings",
+            supportText: "Synchronous video calls.",
+          },
+        },
+        fieldBlocksById: { "video-meetings": [] },
+        modalEditUnlocked: false,
+        draftFieldBlocks: null,
+        customFacetDetailsMatchPreset: true,
+      }),
+    ).toBe(false);
+  });
+
+  it("is true for catalog ids when persisted field blocks exist", () => {
+    expect(
+      usesWizardFieldBlocksModalBody({
+        methodId: "video-meetings",
+        meta: {
+          "video-meetings": {
+            label: "Video Meetings",
+            supportText: "Synchronous video calls.",
+          },
+        },
+        fieldBlocksById: { "video-meetings": blocks },
+        modalEditUnlocked: false,
+        draftFieldBlocks: null,
+        customFacetDetailsMatchPreset: true,
+      }),
+    ).toBe(true);
+  });
 });