Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/components/collections/apply-collection-workflow-dialog.tsx

@@ -22,21 +22,29 @@ import { Calendar } from "@/components/ui/calendar";
 import { CalendarIcon, Loader2 } from "lucide-react";
 import { format, addDays } from "date-fns";
 import { toast } from "sonner";
+import { createNotifications } from "@/lib/notifications";
 
 interface Template {
   id: string;
   name: string;
 }
 
+/**
+ * Applies a workflow to a collection by creating tasks in the unified `tasks`
+ * table linked to the collection's parent case. This way the spawned tasks
+ * appear in the case Tasks tab and the global Tasks list.
+ */
 export function ApplyCollectionWorkflowDialog({
   open,
   onOpenChange,
   collectionId,
+  caseId,
   onApplied,
 }: {
   open: boolean;
   onOpenChange: (v: boolean) => void;
   collectionId: string;
+  caseId?: string | null;
   onApplied?: () => void;
 }) {
   const { user } = useAuth();
@@ -50,7 +58,6 @@ export function ApplyCollectionWorkflowDialog({
     supabase
       .from("workflow_templates")
       .select("id, name")
-      .eq("kind", "collection")
       .order("name")
       .then(({ data }) => setTemplates((data ?? []) as Template[]));
     setTemplateId(null);
@@ -59,6 +66,10 @@ export function ApplyCollectionWorkflowDialog({
 
   const apply = async () => {
     if (!user || !templateId) return;
+    if (!caseId) {
+      toast.error("This collection has no linked case — cannot create tasks.");
+      return;
+    }
     setSubmitting(true);
     const { data: tpl } = await supabase
       .from("workflow_template_tasks")
@@ -72,21 +83,53 @@ export function ApplyCollectionWorkflowDialog({
       return;
     }
     const first = items[0];
-    const { error } = await supabase.from("collection_tasks").insert({
-      collection_id: collectionId,
-      title: first.title,
-      due_date: format(addDays(startDate, first.days_from_start), "yyyy-MM-dd"),
-      sort_order: 0,
-      assignee_id: first.default_assignee_id ?? null,
-      workflow_template_id: templateId,
-      template_task_id: first.id,
-      created_by: user.id,
-    });
-    setSubmitting(false);
-    if (error) {
-      toast.error(error.message || "Failed to apply");
+    const { data: created, error } = await supabase
+      .from("tasks")
+      .insert({
+        title: first.title,
+        description: first.description,
+        priority: first.priority,
+        due_date: format(addDays(startDate, first.days_from_start), "yyyy-MM-dd"),
+        case_id: caseId,
+        workflow_template_id: templateId,
+        template_task_id: first.id,
+        created_by: user.id,
+        sort_order: 0,
+      })
+      .select("id")
+      .single();
+    if (error || !created) {
+      setSubmitting(false);
+      toast.error(error?.message || "Failed to apply");
       return;
     }
+    if (first.default_assignee_id) {
+      await supabase.from("task_assignees").insert({
+        task_id: created.id,
+        user_id: first.default_assignee_id,
+        assigned_by: user.id,
+      });
+      if (first.default_assignee_id !== user.id) {
+        await createNotifications([
+          {
+            user_id: first.default_assignee_id,
+            kind: "task_assigned",
+            title: `Assigned: ${first.title}`,
+            link: `/tasks?task=${created.id}`,
+            task_id: created.id,
+            case_id: caseId,
+            created_by: user.id,
+          },
+        ]);
+      }
+    }
+    await supabase.from("task_history").insert({
+      task_id: created.id,
+      actor_id: user.id,
+      event: "created_from_workflow",
+      detail: { template_id: templateId, sequential: true, total_steps: items.length, collection_id: collectionId },
+    });
+    setSubmitting(false);
     toast.success(
       `Workflow started — ${items.length} step${items.length === 1 ? "" : "s"} will run sequentially.`,
     );
@@ -131,15 +174,15 @@ export function ApplyCollectionWorkflowDialog({
             </Popover>
           </div>
           <p className="text-xs text-muted-foreground">
-            Only the first task is created now. Each subsequent task is auto-created when the
-            previous one is marked complete, with a due date X days after completion.
+            Tasks are created on the linked case. Only the first task is created now — each next
+            task spawns automatically when the previous one is marked complete.
           </p>
         </div>
         <DialogFooter>
           <Button variant="outline" onClick={() => onOpenChange(false)}>
             Cancel
           </Button>
-          <Button onClick={apply} disabled={!templateId || submitting}>
+          <Button onClick={apply} disabled={!templateId || submitting || !caseId}>
             {submitting && <Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />}
             Apply
           </Button>

src/components/tasks/apply-workflow-picker-dialog.tsx

@@ -61,7 +61,7 @@ export function ApplyWorkflowPickerDialog({
     setCaseId(null);
     setStartDate(new Date());
     Promise.all([
-      supabase.from("workflow_templates").select("id, name").eq("kind", "task").order("name"),
+      supabase.from("workflow_templates").select("id, name").order("name"),
       supabase
         .from("cases")
         .select("id, case_number, title")