Sync workflow, asst extra input, excel + ppt support and modal updates

backend/migrations/20260613_05_workflows_overview_rpc.sql

@@ -27,19 +27,34 @@ stable
 as $$
   with owned as (
     select
-      w.*,
+      w.id,
+      w.user_id::text as user_id,
+      w.title,
+      w.type,
+      w.prompt_md,
+      w.columns_config,
+      w.practice,
+      false as is_system,
+      w.created_at,
       true as allow_edit,
       true as is_owner,
       null::text as shared_by_name,
       0 as sort_bucket
     from public.workflows w
-    where w.user_id = p_user_id
-      and w.is_system = false
+    where w.user_id::text = p_user_id
       and (p_type is null or w.type = p_type)
   ),
   shared as (
     select
-      w.*,
+      w.id,
+      w.user_id::text as user_id,
+      w.title,
+      w.type,
+      w.prompt_md,
+      w.columns_config,
+      w.practice,
+      false as is_system,
+      w.created_at,
       ws.allow_edit,
       false as is_owner,
       nullif(trim(up.display_name), '') as shared_by_name,
@@ -48,7 +63,7 @@ as $$
     join public.workflows w
       on w.id = ws.workflow_id
     left join public.user_profiles up
-      on up.user_id::text = ws.shared_by_user_id
+      on up.user_id::text = ws.shared_by_user_id::text
     where lower(ws.shared_with_email) = lower(coalesce(p_user_email, ''))
       and (p_type is null or w.type = p_type)
   ),

backend/migrations/20260625_01_workflow_metadata.sql

@@ -0,0 +1,120 @@
+-- Migration date: 2026-06-25
+
+-- Custom workflow metadata fields and workflow overview read model. System
+-- workflow versions remain generated from the repository metadata and are not
+-- stored on user workflow rows.
+
+drop function if exists public.get_workflows_overview(text, text, text);
+
+alter table public.workflows
+  drop column if exists author,
+  drop column if exists category,
+  drop column if exists is_system,
+  add column if not exists language text default 'English',
+  add column if not exists jurisdictions text[] default array['General']::text[];
+
+alter table public.workflows
+  alter column language set default 'English',
+  alter column practice set default 'General Transactions',
+  alter column jurisdictions set default array['General']::text[];
+
+update public.workflows
+set
+  language = coalesce(nullif(trim(language), ''), 'English'),
+  practice = coalesce(nullif(trim(practice), ''), 'General Transactions'),
+  jurisdictions = coalesce(jurisdictions, array['General']::text[])
+where user_id is not null;
+
+create or replace function public.get_workflows_overview(
+  p_user_id text,
+  p_user_email text default null,
+  p_type text default null
+)
+returns table (
+  id uuid,
+  user_id text,
+  title text,
+  type text,
+  prompt_md text,
+  columns_config jsonb,
+  language text,
+  practice text,
+  jurisdictions text[],
+  is_system boolean,
+  created_at timestamptz,
+  allow_edit boolean,
+  is_owner boolean,
+  shared_by_name text
+)
+language sql
+stable
+as $$
+  with owned as (
+    select
+      w.id,
+      w.user_id::text as user_id,
+      w.title,
+      w.type,
+      w.prompt_md,
+      w.columns_config,
+      w.language,
+      w.practice,
+      w.jurisdictions,
+      false as is_system,
+      w.created_at,
+      true as allow_edit,
+      true as is_owner,
+      null::text as shared_by_name,
+      0 as sort_bucket
+    from public.workflows w
+    where w.user_id::text = p_user_id
+      and (p_type is null or w.type = p_type)
+  ),
+  shared as (
+    select
+      w.id,
+      w.user_id::text as user_id,
+      w.title,
+      w.type,
+      w.prompt_md,
+      w.columns_config,
+      w.language,
+      w.practice,
+      w.jurisdictions,
+      false as is_system,
+      w.created_at,
+      ws.allow_edit,
+      false as is_owner,
+      nullif(trim(up.display_name), '') as shared_by_name,
+      1 as sort_bucket
+    from public.workflow_shares ws
+    join public.workflows w
+      on w.id = ws.workflow_id
+    left join public.user_profiles up
+      on up.user_id::text = ws.shared_by_user_id::text
+    where lower(ws.shared_with_email) = lower(coalesce(p_user_email, ''))
+      and (p_type is null or w.type = p_type)
+  ),
+  visible_workflows as (
+    select * from owned
+    union all
+    select * from shared
+  )
+  select
+    vw.id,
+    vw.user_id,
+    vw.title,
+    vw.type,
+    vw.prompt_md,
+    vw.columns_config,
+    vw.language,
+    vw.practice,
+    vw.jurisdictions,
+    vw.is_system,
+    vw.created_at,
+    vw.allow_edit,
+    vw.is_owner,
+    vw.shared_by_name
+  from visible_workflows vw
+  order by vw.sort_bucket asc, vw.created_at desc;
+$$;

backend/migrations/20260629_01_workflow_open_source_submissions.sql

@@ -0,0 +1,39 @@
+-- Migration date: 2026-06-29
+
+-- Review queue for user-submitted workflows that may later be published to the
+-- open-source workflow repository. The backend writes with the service role.
+
+create table if not exists public.workflow_open_source_submissions (
+  id uuid primary key default gen_random_uuid(),
+  workflow_id uuid not null references public.workflows(id) on delete cascade,
+  submitted_by_user_id text not null,
+  submitter_email text,
+  submitter_name text,
+  contributor_mode text not null default 'anonymous',
+  status text not null default 'pending',
+  snapshot jsonb not null,
+  submitted_at timestamptz not null default now(),
+  updated_at timestamptz not null default now(),
+  reviewed_at timestamptz,
+  reviewed_by_user_id text,
+  review_notes text,
+  constraint workflow_open_source_submissions_status_check
+    check (status in ('pending', 'approved', 'rejected')),
+  constraint workflow_open_source_submissions_contributor_mode_check
+    check (contributor_mode in ('named', 'anonymous'))
+);
+
+create unique index if not exists idx_workflow_open_source_submissions_pending
+  on public.workflow_open_source_submissions(workflow_id, submitted_by_user_id)
+  where status = 'pending';
+
+create index if not exists idx_workflow_open_source_submissions_reviewer_queue
+  on public.workflow_open_source_submissions(status, submitted_at desc);
+
+create index if not exists idx_workflow_open_source_submissions_submitter
+  on public.workflow_open_source_submissions(submitted_by_user_id, submitted_at desc);
+
+alter table public.workflow_open_source_submissions enable row level security;
+
+revoke all privileges on table public.workflow_open_source_submissions
+  from anon, authenticated;