Unified workflows to task

X-Lovable-Edit-ID: edt-c60ff743-af14-4367-ab8b-e5df53963c72
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/components/cases/collections-tab.tsx

@@ -358,6 +358,7 @@ export function CaseCollectionsTab({
           open={!!wfCollectionId}
           onOpenChange={(v) => !v && setWfCollectionId(null)}
           collectionId={wfCollectionId}
+          caseId={caseId}
           onApplied={() => {
             setWfCollectionId(null);
             load();

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")

src/routes/collections.$collectionId.tsx

@@ -536,6 +536,7 @@ function CollectionDetailRoute() {
           open={applyWfOpen}
           onOpenChange={setApplyWfOpen}
           collectionId={collection.id}
+          caseId={collection.case?.id ?? null}
           onApplied={refreshTasks}
         />
 

src/routes/settings.workflows.tsx

@@ -59,7 +59,6 @@ function WorkflowsPage() {
   const [newOpen, setNewOpen] = useState(false);
   const [newName, setNewName] = useState("");
   const [newDesc, setNewDesc] = useState("");
-  const [newKind, setNewKind] = useState<"task" | "collection">("task");
   const [newTask, setNewTask] = useState({ title: "", days: 7, priority: "normal" as const });
 
   const loadTemplates = useCallback(async () => {
@@ -100,7 +99,7 @@ function WorkflowsPage() {
       .insert({
         name: newName.trim(),
         description: newDesc.trim() || null,
-        kind: newKind,
+        kind: "task",
         created_by: user.id,
       })
       .select()
@@ -111,18 +110,11 @@ function WorkflowsPage() {
     }
     setNewName("");
     setNewDesc("");
-    setNewKind("task");
     setNewOpen(false);
     await loadTemplates();
     setSelected(data as Template);
   };
 
-  const updateTemplateKind = async (id: string, kind: "task" | "collection") => {
-    await supabase.from("workflow_templates").update({ kind }).eq("id", id);
-    await loadTemplates();
-    if (selected?.id === id) setSelected({ ...selected, kind });
-  };
-
   const deleteTemplate = async (id: string) => {
     if (!confirm("Delete this workflow template?")) return;
     await supabase.from("workflow_templates").delete().eq("id", id);
@@ -183,13 +175,6 @@ function WorkflowsPage() {
                 >
                   <div className="flex items-center justify-between gap-2">
                     <div className="font-medium text-sm truncate">{t.name}</div>
-                    <span className={`text-[10px] px-1.5 py-0.5 rounded shrink-0 ${
-                      t.kind === "collection"
-                        ? "bg-amber-500/15 text-amber-700 dark:text-amber-300"
-                        : "bg-blue-500/15 text-blue-700 dark:text-blue-300"
-                    }`}>
-                      {t.kind === "collection" ? "Collection" : "Task"}
-                    </span>
                   </div>
                   {t.description && <div className="text-xs text-muted-foreground truncate">{t.description}</div>}
                 </button>
@@ -212,19 +197,6 @@ function WorkflowsPage() {
                     )}
                   </div>
                   <div className="flex items-center gap-2 shrink-0">
-                    <Label className="text-xs text-muted-foreground">Type</Label>
-                    <Select
-                      value={selected.kind}
-                      onValueChange={(v) => updateTemplateKind(selected.id, v as "task" | "collection")}
-                    >
-                      <SelectTrigger className="w-36 h-8">
-                        <SelectValue />
-                      </SelectTrigger>
-                      <SelectContent>
-                        <SelectItem value="task">Task workflow</SelectItem>
-                        <SelectItem value="collection">Collection workflow</SelectItem>
-                      </SelectContent>
-                    </Select>
                     <Button variant="ghost" size="sm" onClick={() => deleteTemplate(selected.id)}>
                       <Trash2 className="h-3.5 w-3.5 text-destructive" />
                     </Button>
@@ -321,18 +293,6 @@ function WorkflowsPage() {
                 <Label className="text-xs">Description</Label>
                 <Textarea value={newDesc} onChange={(e) => setNewDesc(e.target.value)} rows={2} />
               </div>
-              <div>
-                <Label className="text-xs">Type</Label>
-                <Select value={newKind} onValueChange={(v) => setNewKind(v as "task" | "collection")}>
-                  <SelectTrigger>
-                    <SelectValue />
-                  </SelectTrigger>
-                  <SelectContent>
-                    <SelectItem value="task">Task workflow — applied to cases & tasks</SelectItem>
-                    <SelectItem value="collection">Collection workflow — applied to collections</SelectItem>
-                  </SelectContent>
-                </Select>
-              </div>
             </div>
             <DialogFooter>
               <Button variant="outline" onClick={() => setNewOpen(false)}>Cancel</Button>