Feat v0.3.2 workflow engine (#16)

Co-authored-by: Jeffrey Smith <jasafpro@gmail.com>
Co-committed-by: Jeffrey Smith <jasafpro@gmail.com>

ROADMAP.md

@@ -132,24 +132,25 @@ finalizes the extension lifecycle model.
 | Handler + Starlark updates | ✅ | Stage CRUD validation for new fields. Package export/import updated. Hook handler reads `stage_config`. Starlark module exposes `audience`, `stage_type`. |
 | Frontend updates | ✅ | Team-admin and admin stage editors updated with new modes, audience selector, stage type selector, conditional Starlark hook input. Fixed admin `STAGE_MODES` bug. |
 
-### v0.3.1 — Instance + Assignment Tables + Store
+### v0.3.1 — Instance + Assignment Tables + Store (complete)
 
 | Step | Status | Description |
 |------|--------|-------------|
-| Instance schema | ⬚ | Add `workflow_instances` table to 007_workflows.sql (PG + SQLite). Tracks execution state: workflow_version, current_stage, stage_data, status, entry_token. |
+| Instance schema | ✅ | `workflow_instances` table in 007_workflows.sql (PG + SQLite). Tracks execution state: workflow_version, current_stage, stage_data, status, entry_token. |
-| Assignment schema | ⬚ | Add `workflow_assignments` table. Per-stage queue: instance_id, stage, team_id, assigned_to, status, review_data. Optimistic claim lock. |
+| Assignment schema | ✅ | `workflow_assignments` table. Per-stage queue: instance_id, stage, team_id, assigned_to, status, review_data. Optimistic claim lock. |
-| Models + store interface | ⬚ | `WorkflowInstance`, `WorkflowAssignment` structs. Store methods for instance lifecycle (Create, Get, Advance, Complete, Cancel, MarkStale) and assignments (Create, Claim, Unclaim, Complete). |
+| Models + store interface | ✅ | `WorkflowInstance`, `WorkflowAssignment` structs. 15 store methods for instance lifecycle and assignments across PG + SQLite. |
-| Event types | ⬚ | Add `workflow.started`, `workflow.cancelled`, `workflow.sla.warning`, `workflow.sla.breached`, `workflow.error` to bus. |
+| Event types | ✅ | `workflow.started`, `workflow.cancelled`, `workflow.error` added to bus route table. |
 
-### v0.3.2 — Workflow Engine + Handlers
+### v0.3.2 — Workflow Engine + Handlers (complete)
 
 | Step | Status | Description |
 |------|--------|-------------|
-| Stage execution engine | ⬚ | `server/workflow/engine.go` — advance lifecycle: validate → merge data → fire hooks → resolve next → create assignments → emit events. |
+| Store tests | ✅ | Round-trip tests for all 15 v0.3.1 store methods (instance + assignment CRUD). TruncateAll updated for new tables. |
-| Automated stages | ⬚ | `server/workflow/automated.go` — fire Starlark hook, auto-advance, cycle guard (max 10 consecutive). |
+| Stage execution engine | ✅ | `server/workflow/engine.go` — Start, Advance (with branch_rules), Cancel. Merges stage_data, creates assignments, emits events. |
-| Instance handlers | ⬚ | HTTP API: Start, GetInstance, Advance, Cancel, ListInstances. |
+| Automated stages | ✅ | `server/workflow/automated.go` — fire Starlark hook, auto-advance, cycle guard (max 10 consecutive). |
-| Assignment handlers | ⬚ | HTTP API: Claim, Unclaim, Complete, Cancel, ListByTeam, ListMine. |
+| Instance handlers | ✅ | HTTP API: Start, GetInstance, Advance, Cancel, ListInstances. Team-scoped mirrors. |
-| Starlark module expansion | ⬚ | `workflow.get_instance()`, `workflow.advance()`, etc. |
+| Assignment handlers | ✅ | HTTP API: Claim, Unclaim, Complete, Cancel, ListByTeam, ListMine. Claimer identity verification. |
+| Starlark module expansion | ✅ | `workflow.get_instance()`, `workflow.list_instances()` (read-only). Mutating builtins deferred pending interface extraction. |
 
 ### v0.3.3 — Public Entry + Background Jobs
 

server/database/testhelper.go

@@ -256,7 +256,9 @@ func TruncateAll(t *testing.T) {
 		// HA
 		"rate_limit_counters",
 		"ws_tickets",
-		// Workflows
+		// Workflows (FK order: assignments → instances → versions → stages → workflows)
+		"workflow_assignments",
+		"workflow_instances",
 		"workflow_versions",
 		"workflow_stages",
 		"workflows",

server/events/types.go

@@ -57,11 +57,14 @@ var routeTable = map[string]Direction{
 
 	// Workspace (v0.21.5)
 
-	// Workflow (v0.27.0)
+	// Workflow (v0.27.0, v0.3.2)
-	"workflow.assigned": DirToClient, // new assignment → team members
+	"workflow.started":   DirToClient, // instance started
-	"workflow.claimed":  DirToClient, // assignment claimed → team + claimer
+	"workflow.assigned":  DirToClient, // new assignment → team members
-	"workflow.advanced": DirToClient, // stage advanced → channel participants
+	"workflow.claimed":   DirToClient, // assignment claimed → team + claimer
-	"workflow.completed": DirToClient, // workflow finished → channel participants
+	"workflow.advanced":  DirToClient, // stage advanced → instance participants
+	"workflow.completed": DirToClient, // workflow finished → instance participants
+	"workflow.cancelled": DirToClient, // instance cancelled
+	"workflow.error":     DirToClient, // engine/hook error
 
 	// Plugin hooks — never cross the wire
 	"plugin.hook.":      DirLocal,

server/handlers/workflow_assignment_handlers.go

@@ -0,0 +1,172 @@
+package handlers
+
+import (
+	"database/sql"
+	"encoding/json"
+	"net/http"
+
+	"github.com/gin-gonic/gin"
+
+	"switchboard-core/models"
+	"switchboard-core/store"
+	"switchboard-core/workflow"
+)
+
+// ── Assignment Handlers ─────────────────────
+
+// WorkflowAssignmentHandler manages workflow assignment HTTP endpoints.
+type WorkflowAssignmentHandler struct {
+	engine *workflow.Engine
+	stores store.Stores
+}
+
+// NewWorkflowAssignmentHandler creates an assignment handler.
+func NewWorkflowAssignmentHandler(engine *workflow.Engine, stores store.Stores) *WorkflowAssignmentHandler {
+	return &WorkflowAssignmentHandler{engine: engine, stores: stores}
+}
+
+// Claim claims an assignment for the current user.
+// POST /api/v1/assignments/:id/claim
+func (h *WorkflowAssignmentHandler) Claim(c *gin.Context) {
+	userID := c.GetString("user_id")
+	assignmentID := c.Param("id")
+
+	if err := h.stores.Workflows.ClaimAssignment(c.Request.Context(), assignmentID, userID); err != nil {
+		c.JSON(http.StatusConflict, gin.H{"error": err.Error()})
+		return
+	}
+
+	c.JSON(http.StatusOK, gin.H{"claimed": true})
+}
+
+// Unclaim releases a claimed assignment back to the queue.
+// POST /api/v1/assignments/:id/unclaim
+func (h *WorkflowAssignmentHandler) Unclaim(c *gin.Context) {
+	userID := c.GetString("user_id")
+	assignmentID := c.Param("id")
+
+	// Verify current user is the claimer
+	userAssignments, err := h.stores.Workflows.ListAssignmentsByUser(c.Request.Context(), userID, models.AssignmentStatusClaimed)
+	if err == nil {
+		found := false
+		for _, a := range userAssignments {
+			if a.ID == assignmentID {
+				found = true
+				break
+			}
+		}
+		if !found {
+			c.JSON(http.StatusForbidden, gin.H{"error": "assignment not claimed by you"})
+			return
+		}
+	}
+
+	if err := h.stores.Workflows.UnclaimAssignment(c.Request.Context(), assignmentID); err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
+		return
+	}
+
+	c.JSON(http.StatusOK, gin.H{"unclaimed": true})
+}
+
+// Complete marks a claimed assignment as completed.
+// POST /api/v1/assignments/:id/complete
+func (h *WorkflowAssignmentHandler) Complete(c *gin.Context) {
+	userID := c.GetString("user_id")
+	assignmentID := c.Param("id")
+
+	var body struct {
+		ReviewData json.RawMessage `json:"review_data"`
+	}
+	if err := c.ShouldBindJSON(&body); err != nil && err.Error() != "EOF" {
+		c.JSON(http.StatusBadRequest, gin.H{"error": "invalid request body"})
+		return
+	}
+
+	// Verify current user is the claimer
+	userAssignments, err := h.stores.Workflows.ListAssignmentsByUser(c.Request.Context(), userID, models.AssignmentStatusClaimed)
+	if err == nil {
+		found := false
+		for _, a := range userAssignments {
+			if a.ID == assignmentID {
+				found = true
+				break
+			}
+		}
+		if !found {
+			c.JSON(http.StatusForbidden, gin.H{"error": "assignment not claimed by you"})
+			return
+		}
+	}
+
+	if err := h.stores.Workflows.CompleteAssignment(c.Request.Context(), assignmentID, body.ReviewData); err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
+		return
+	}
+
+	// If the stage has auto_transition, advance the instance.
+	// Look up the assignment's instance to get context.
+	userAssignments, _ = h.stores.Workflows.ListAssignmentsByUser(c.Request.Context(), userID, models.AssignmentStatusCompleted)
+	for _, a := range userAssignments {
+		if a.ID == assignmentID {
+			// Try to advance — engine will handle validation
+			h.engine.Advance(c.Request.Context(), a.InstanceID, body.ReviewData, userID)
+			break
+		}
+	}
+
+	c.JSON(http.StatusOK, gin.H{"completed": true})
+}
+
+// Cancel cancels an open assignment.
+// POST /api/v1/assignments/:id/cancel
+func (h *WorkflowAssignmentHandler) Cancel(c *gin.Context) {
+	assignmentID := c.Param("id")
+
+	if err := h.stores.Workflows.CancelAssignment(c.Request.Context(), assignmentID); err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
+		return
+	}
+
+	c.JSON(http.StatusOK, gin.H{"cancelled": true})
+}
+
+// ListByTeam returns assignments for a team.
+// GET /api/v1/teams/:teamId/assignments?status=
+func (h *WorkflowAssignmentHandler) ListByTeam(c *gin.Context) {
+	teamID := c.Param("teamId")
+	status := c.Query("status")
+
+	result, err := h.stores.Workflows.ListAssignmentsByTeam(c.Request.Context(), teamID, status)
+	if err != nil {
+		if err == sql.ErrNoRows {
+			c.JSON(http.StatusOK, gin.H{"data": []struct{}{}})
+			return
+		}
+		c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to list assignments"})
+		return
+	}
+	if result == nil {
+		c.JSON(http.StatusOK, gin.H{"data": []struct{}{}})
+		return
+	}
+	c.JSON(http.StatusOK, gin.H{"data": result})
+}
+
+// ListMine returns assignments claimed by or assigned to the current user.
+// GET /api/v1/assignments/mine?status=
+func (h *WorkflowAssignmentHandler) ListMine(c *gin.Context) {
+	userID := c.GetString("user_id")
+	status := c.Query("status")
+
+	result, err := h.stores.Workflows.ListAssignmentsByUser(c.Request.Context(), userID, status)
+	if err != nil {
+		c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to list assignments"})
+		return
+	}
+	if result == nil {
+		c.JSON(http.StatusOK, gin.H{"data": []struct{}{}})
+		return
+	}
+	c.JSON(http.StatusOK, gin.H{"data": result})
+}

server/handlers/workflow_instance_handlers.go

@@ -0,0 +1,134 @@
+package handlers
+
+import (
+	"database/sql"
+	"encoding/json"
+	"net/http"
+	"strconv"
+
+	"github.com/gin-gonic/gin"
+
+	"switchboard-core/store"
+	"switchboard-core/workflow"
+)
+
+// ── Instance Handlers ───────────────────────
+
+// WorkflowInstanceHandler manages workflow instance HTTP endpoints.
+type WorkflowInstanceHandler struct {
+	engine *workflow.Engine
+	stores store.Stores
+}
+
+// NewWorkflowInstanceHandler creates an instance handler.
+func NewWorkflowInstanceHandler(engine *workflow.Engine, stores store.Stores) *WorkflowInstanceHandler {
+	return &WorkflowInstanceHandler{engine: engine, stores: stores}
+}
+
+// Start creates a new workflow instance.
+// POST /api/v1/workflows/:id/instances
+func (h *WorkflowInstanceHandler) Start(c *gin.Context) {
+	workflowID := c.Param("id")
+	userID := c.GetString("user_id")
+
+	var body struct {
+		Data     json.RawMessage `json:"data"`
+		Metadata json.RawMessage `json:"metadata"`
+	}
+	if err := c.ShouldBindJSON(&body); err != nil && err.Error() != "EOF" {
+		c.JSON(http.StatusBadRequest, gin.H{"error": "invalid request body"})
+		return
+	}
+	if len(body.Data) == 0 {
+		body.Data = json.RawMessage(`{}`)
+	}
+
+	inst, err := h.engine.Start(c.Request.Context(), workflowID, body.Data, userID)
+	if err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
+		return
+	}
+
+	c.JSON(http.StatusCreated, inst)
+}
+
+// ListInstances returns instances for a workflow.
+// GET /api/v1/workflows/:id/instances?status=&limit=&offset=
+func (h *WorkflowInstanceHandler) ListInstances(c *gin.Context) {
+	workflowID := c.Param("id")
+	status := c.Query("status")
+
+	opts := store.ListOptions{}
+	if l := c.Query("limit"); l != "" {
+		opts.Limit, _ = strconv.Atoi(l)
+	}
+	if o := c.Query("offset"); o != "" {
+		opts.Offset, _ = strconv.Atoi(o)
+	}
+
+	result, err := h.stores.Workflows.ListInstances(c.Request.Context(), workflowID, status, opts)
+	if err != nil {
+		c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to list instances"})
+		return
+	}
+	if result == nil {
+		c.JSON(http.StatusOK, gin.H{"data": []struct{}{}})
+		return
+	}
+	c.JSON(http.StatusOK, gin.H{"data": result})
+}
+
+// GetInstance returns a single instance.
+// GET /api/v1/workflows/:id/instances/:iid
+func (h *WorkflowInstanceHandler) GetInstance(c *gin.Context) {
+	inst, err := h.stores.Workflows.GetInstance(c.Request.Context(), c.Param("iid"))
+	if err != nil {
+		if err == sql.ErrNoRows {
+			c.JSON(http.StatusNotFound, gin.H{"error": "instance not found"})
+			return
+		}
+		c.JSON(http.StatusInternalServerError, gin.H{"error": err.Error()})
+		return
+	}
+	// Verify it belongs to the requested workflow
+	if inst.WorkflowID != c.Param("id") {
+		c.JSON(http.StatusNotFound, gin.H{"error": "instance not found"})
+		return
+	}
+	c.JSON(http.StatusOK, inst)
+}
+
+// Advance moves an instance to the next stage.
+// POST /api/v1/workflows/:id/instances/:iid/advance
+func (h *WorkflowInstanceHandler) Advance(c *gin.Context) {
+	userID := c.GetString("user_id")
+
+	var body struct {
+		Data json.RawMessage `json:"data"`
+	}
+	if err := c.ShouldBindJSON(&body); err != nil && err.Error() != "EOF" {
+		c.JSON(http.StatusBadRequest, gin.H{"error": "invalid request body"})
+		return
+	}
+
+	inst, err := h.engine.Advance(c.Request.Context(), c.Param("iid"), body.Data, userID)
+	if err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
+		return
+	}
+
+	c.JSON(http.StatusOK, inst)
+}
+
+// Cancel terminates an active instance.
+// POST /api/v1/workflows/:id/instances/:iid/cancel
+func (h *WorkflowInstanceHandler) Cancel(c *gin.Context) {
+	userID := c.GetString("user_id")
+
+	if err := h.engine.Cancel(c.Request.Context(), c.Param("iid"), userID); err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
+		return
+	}
+
+	c.JSON(http.StatusOK, gin.H{"cancelled": true})
+}

server/handlers/workflow_store_test.go

@@ -0,0 +1,633 @@
+package handlers
+
+import (
+	"context"
+	"encoding/json"
+	"testing"
+	"time"
+
+	"switchboard-core/database"
+	"switchboard-core/models"
+	"switchboard-core/store"
+	"switchboard-core/store/postgres"
+	"switchboard-core/store/sqlite"
+)
+
+// testStores returns an appropriate Stores for the current dialect.
+func testStores(t *testing.T) store.Stores {
+	t.Helper()
+	database.RequireTestDB(t)
+	if database.IsSQLite() {
+		return sqlite.NewStores(database.TestDB)
+	}
+	return postgres.NewStores(database.TestDB)
+}
+
+// seedWorkflowFixture creates a workflow + 2 stages + published version.
+// Returns (workflowID, versionNumber, stage1Name, stage2Name).
+func seedWorkflowFixture(t *testing.T, s store.Stores, userID, teamID string) (string, int, string, string) {
+	t.Helper()
+	ctx := context.Background()
+
+	wf := &models.Workflow{
+		TeamID:    &teamID,
+		Name:      "Test Workflow",
+		Slug:      "test-workflow",
+		EntryMode: "team_only",
+		IsActive:  true,
+		CreatedBy: userID,
+	}
+	if err := s.Workflows.Create(ctx, wf); err != nil {
+		t.Fatalf("create workflow: %v", err)
+	}
+
+	s1 := &models.WorkflowStage{
+		WorkflowID: wf.ID,
+		Ordinal:    0,
+		Name:       "intake",
+		StageMode:  models.StageModeForm,
+		Audience:   models.AudienceTeam,
+		StageType:  models.StageTypeSimple,
+	}
+	s2 := &models.WorkflowStage{
+		WorkflowID:       wf.ID,
+		Ordinal:          1,
+		Name:             "review",
+		StageMode:        models.StageModeReview,
+		Audience:         models.AudienceTeam,
+		StageType:        models.StageTypeSimple,
+		AssignmentTeamID: &teamID,
+	}
+	if err := s.Workflows.CreateStage(ctx, s1); err != nil {
+		t.Fatalf("create stage 1: %v", err)
+	}
+	if err := s.Workflows.CreateStage(ctx, s2); err != nil {
+		t.Fatalf("create stage 2: %v", err)
+	}
+
+	// Publish version 1
+	snapshot, _ := json.Marshal([]models.WorkflowStage{*s1, *s2})
+	ver := &models.WorkflowVersion{
+		WorkflowID:    wf.ID,
+		VersionNumber: 1,
+		Snapshot:      snapshot,
+	}
+	if err := s.Workflows.Publish(ctx, ver); err != nil {
+		t.Fatalf("publish version: %v", err)
+	}
+
+	return wf.ID, 1, s1.Name, s2.Name
+}
+
+// ── Instance Store Tests ────────────────────
+
+func TestWorkflowInstance_CreateAndGet(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Alice", "alice@test.com")
+	teamID := database.SeedTestTeam(t, "Team A", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	token := "tok-abc-123"
+	inst := &models.WorkflowInstance{
+		WorkflowID:      wfID,
+		WorkflowVersion: ver,
+		CurrentStage:    stage1,
+		StageData:       json.RawMessage(`{"key":"val"}`),
+		Status:          models.InstanceStatusActive,
+		StartedBy:       userID,
+		EntryToken:      &token,
+		Metadata:        json.RawMessage(`{"source":"test"}`),
+	}
+	if err := s.Workflows.CreateInstance(ctx, inst); err != nil {
+		t.Fatalf("create instance: %v", err)
+	}
+	if inst.ID == "" {
+		t.Fatal("expected ID to be set")
+	}
+
+	got, err := s.Workflows.GetInstance(ctx, inst.ID)
+	if err != nil {
+		t.Fatalf("get instance: %v", err)
+	}
+	if got.WorkflowID != wfID {
+		t.Errorf("workflow_id = %q, want %q", got.WorkflowID, wfID)
+	}
+	if got.CurrentStage != stage1 {
+		t.Errorf("current_stage = %q, want %q", got.CurrentStage, stage1)
+	}
+	if got.Status != models.InstanceStatusActive {
+		t.Errorf("status = %q, want active", got.Status)
+	}
+	if got.StartedBy != userID {
+		t.Errorf("started_by = %q, want %q", got.StartedBy, userID)
+	}
+	if got.EntryToken == nil || *got.EntryToken != token {
+		t.Errorf("entry_token = %v, want %q", got.EntryToken, token)
+	}
+	if string(got.StageData) != `{"key":"val"}` {
+		t.Errorf("stage_data = %s, want {\"key\":\"val\"}", got.StageData)
+	}
+	if got.CreatedAt.IsZero() {
+		t.Error("created_at is zero")
+	}
+}
+
+func TestWorkflowInstance_GetByToken(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Bob", "bob@test.com")
+	teamID := database.SeedTestTeam(t, "Team B", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	token := "unique-entry-token"
+	inst := &models.WorkflowInstance{
+		WorkflowID:      wfID,
+		WorkflowVersion: ver,
+		CurrentStage:    stage1,
+		StartedBy:       userID,
+		EntryToken:      &token,
+	}
+	if err := s.Workflows.CreateInstance(ctx, inst); err != nil {
+		t.Fatalf("create instance: %v", err)
+	}
+
+	got, err := s.Workflows.GetInstanceByToken(ctx, token)
+	if err != nil {
+		t.Fatalf("get by token: %v", err)
+	}
+	if got.ID != inst.ID {
+		t.Errorf("id = %q, want %q", got.ID, inst.ID)
+	}
+}
+
+func TestWorkflowInstance_Update(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Carol", "carol@test.com")
+	teamID := database.SeedTestTeam(t, "Team C", userID)
+	wfID, ver, stage1, stage2 := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID:      wfID,
+		WorkflowVersion: ver,
+		CurrentStage:    stage1,
+		StageData:       json.RawMessage(`{}`),
+		StartedBy:       userID,
+		Metadata:        json.RawMessage(`{}`),
+	}
+	if err := s.Workflows.CreateInstance(ctx, inst); err != nil {
+		t.Fatalf("create: %v", err)
+	}
+
+	inst.CurrentStage = stage2
+	inst.StageData = json.RawMessage(`{"updated":true}`)
+	inst.StageEnteredAt = time.Now().UTC().Add(time.Minute)
+	if err := s.Workflows.UpdateInstance(ctx, inst); err != nil {
+		t.Fatalf("update: %v", err)
+	}
+
+	got, _ := s.Workflows.GetInstance(ctx, inst.ID)
+	if got.CurrentStage != stage2 {
+		t.Errorf("current_stage = %q, want %q", got.CurrentStage, stage2)
+	}
+	if string(got.StageData) != `{"updated":true}` {
+		t.Errorf("stage_data = %s", got.StageData)
+	}
+}
+
+func TestWorkflowInstance_List(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Dave", "dave@test.com")
+	teamID := database.SeedTestTeam(t, "Team D", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	// Create 3 instances: 2 active, 1 completed
+	for i := 0; i < 3; i++ {
+		inst := &models.WorkflowInstance{
+			WorkflowID:      wfID,
+			WorkflowVersion: ver,
+			CurrentStage:    stage1,
+			StartedBy:       userID,
+		}
+		if err := s.Workflows.CreateInstance(ctx, inst); err != nil {
+			t.Fatalf("create %d: %v", i, err)
+		}
+		if i == 2 {
+			s.Workflows.CompleteInstance(ctx, inst.ID)
+		}
+	}
+
+	// List all
+	all, err := s.Workflows.ListInstances(ctx, wfID, "", store.ListOptions{})
+	if err != nil {
+		t.Fatalf("list all: %v", err)
+	}
+	if len(all) != 3 {
+		t.Fatalf("len = %d, want 3", len(all))
+	}
+
+	// Filter by status
+	active, err := s.Workflows.ListInstances(ctx, wfID, "active", store.ListOptions{})
+	if err != nil {
+		t.Fatalf("list active: %v", err)
+	}
+	if len(active) != 2 {
+		t.Errorf("active count = %d, want 2", len(active))
+	}
+
+	// Pagination
+	page, err := s.Workflows.ListInstances(ctx, wfID, "", store.ListOptions{Limit: 2, Offset: 1})
+	if err != nil {
+		t.Fatalf("list paged: %v", err)
+	}
+	if len(page) != 2 {
+		t.Errorf("paged count = %d, want 2", len(page))
+	}
+}
+
+func TestWorkflowInstance_AdvanceStage(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Eve", "eve@test.com")
+	teamID := database.SeedTestTeam(t, "Team E", userID)
+	wfID, ver, stage1, stage2 := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID:      wfID,
+		WorkflowVersion: ver,
+		CurrentStage:    stage1,
+		StageData:       json.RawMessage(`{"step":"one"}`),
+		StartedBy:       userID,
+	}
+	if err := s.Workflows.CreateInstance(ctx, inst); err != nil {
+		t.Fatalf("create: %v", err)
+	}
+
+	// Re-read to get the stored (possibly truncated) timestamp
+	before, _ := s.Workflows.GetInstance(ctx, inst.ID)
+	originalEnteredAt := before.StageEnteredAt
+
+	// Sleep >1s to ensure SQLite second-precision timestamp differs
+	time.Sleep(1100 * time.Millisecond)
+
+	newData := json.RawMessage(`{"step":"two"}`)
+	if err := s.Workflows.AdvanceStage(ctx, inst.ID, stage2, newData); err != nil {
+		t.Fatalf("advance: %v", err)
+	}
+
+	got, _ := s.Workflows.GetInstance(ctx, inst.ID)
+	if got.CurrentStage != stage2 {
+		t.Errorf("current_stage = %q, want %q", got.CurrentStage, stage2)
+	}
+	if string(got.StageData) != `{"step":"two"}` {
+		t.Errorf("stage_data = %s", got.StageData)
+	}
+	if !got.StageEnteredAt.After(originalEnteredAt) {
+		t.Errorf("stage_entered_at should have advanced; original=%v, got=%v",
+			originalEnteredAt, got.StageEnteredAt)
+	}
+}
+
+func TestWorkflowInstance_Complete(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Frank", "frank@test.com")
+	teamID := database.SeedTestTeam(t, "Team F", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID:      wfID,
+		WorkflowVersion: ver,
+		CurrentStage:    stage1,
+		StartedBy:       userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	if err := s.Workflows.CompleteInstance(ctx, inst.ID); err != nil {
+		t.Fatalf("complete: %v", err)
+	}
+
+	got, _ := s.Workflows.GetInstance(ctx, inst.ID)
+	if got.Status != models.InstanceStatusCompleted {
+		t.Errorf("status = %q, want completed", got.Status)
+	}
+
+	// Complete again — should be no-op (already completed, WHERE status='active' won't match)
+	if err := s.Workflows.CompleteInstance(ctx, inst.ID); err != nil {
+		t.Fatalf("complete again: %v", err)
+	}
+}
+
+func TestWorkflowInstance_Cancel(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Grace", "grace@test.com")
+	teamID := database.SeedTestTeam(t, "Team G", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID:      wfID,
+		WorkflowVersion: ver,
+		CurrentStage:    stage1,
+		StartedBy:       userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	if err := s.Workflows.CancelInstance(ctx, inst.ID); err != nil {
+		t.Fatalf("cancel: %v", err)
+	}
+
+	got, _ := s.Workflows.GetInstance(ctx, inst.ID)
+	if got.Status != models.InstanceStatusCancelled {
+		t.Errorf("status = %q, want cancelled", got.Status)
+	}
+}
+
+// ── Assignment Store Tests ──────────────────
+
+func TestWorkflowAssignment_CreateAndList(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Hank", "hank@test.com")
+	teamID := database.SeedTestTeam(t, "Team H", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID:      wfID,
+		WorkflowVersion: ver,
+		CurrentStage:    stage1,
+		StartedBy:       userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	a := &models.WorkflowAssignment{
+		InstanceID: inst.ID,
+		Stage:      stage1,
+		TeamID:     teamID,
+	}
+	if err := s.Workflows.CreateAssignment(ctx, a); err != nil {
+		t.Fatalf("create assignment: %v", err)
+	}
+	if a.ID == "" {
+		t.Fatal("expected assignment ID")
+	}
+	if a.Status != models.AssignmentStatusUnassigned {
+		t.Errorf("default status = %q, want unassigned", a.Status)
+	}
+
+	list, err := s.Workflows.ListAssignmentsByInstance(ctx, inst.ID)
+	if err != nil {
+		t.Fatalf("list by instance: %v", err)
+	}
+	if len(list) != 1 {
+		t.Fatalf("len = %d, want 1", len(list))
+	}
+	if list[0].Stage != stage1 {
+		t.Errorf("stage = %q, want %q", list[0].Stage, stage1)
+	}
+}
+
+func TestWorkflowAssignment_Claim(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Ivy", "ivy@test.com")
+	teamID := database.SeedTestTeam(t, "Team I", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID: wfID, WorkflowVersion: ver,
+		CurrentStage: stage1, StartedBy: userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	a := &models.WorkflowAssignment{InstanceID: inst.ID, Stage: stage1, TeamID: teamID}
+	s.Workflows.CreateAssignment(ctx, a)
+
+	if err := s.Workflows.ClaimAssignment(ctx, a.ID, userID); err != nil {
+		t.Fatalf("claim: %v", err)
+	}
+
+	list, _ := s.Workflows.ListAssignmentsByInstance(ctx, inst.ID)
+	got := list[0]
+	if got.Status != models.AssignmentStatusClaimed {
+		t.Errorf("status = %q, want claimed", got.Status)
+	}
+	if got.AssignedTo == nil || *got.AssignedTo != userID {
+		t.Errorf("assigned_to = %v, want %q", got.AssignedTo, userID)
+	}
+	if got.ClaimedAt == nil {
+		t.Error("claimed_at should be set")
+	}
+}
+
+func TestWorkflowAssignment_ClaimAlreadyClaimed(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Jack", "jack@test.com")
+	teamID := database.SeedTestTeam(t, "Team J", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID: wfID, WorkflowVersion: ver,
+		CurrentStage: stage1, StartedBy: userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	a := &models.WorkflowAssignment{InstanceID: inst.ID, Stage: stage1, TeamID: teamID}
+	s.Workflows.CreateAssignment(ctx, a)
+	s.Workflows.ClaimAssignment(ctx, a.ID, userID)
+
+	// Second claim should fail
+	err := s.Workflows.ClaimAssignment(ctx, a.ID, userID)
+	if err == nil {
+		t.Fatal("expected error on double claim")
+	}
+}
+
+func TestWorkflowAssignment_Unclaim(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Kate", "kate@test.com")
+	teamID := database.SeedTestTeam(t, "Team K", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID: wfID, WorkflowVersion: ver,
+		CurrentStage: stage1, StartedBy: userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	a := &models.WorkflowAssignment{InstanceID: inst.ID, Stage: stage1, TeamID: teamID}
+	s.Workflows.CreateAssignment(ctx, a)
+	s.Workflows.ClaimAssignment(ctx, a.ID, userID)
+
+	if err := s.Workflows.UnclaimAssignment(ctx, a.ID); err != nil {
+		t.Fatalf("unclaim: %v", err)
+	}
+
+	list, _ := s.Workflows.ListAssignmentsByInstance(ctx, inst.ID)
+	got := list[0]
+	if got.Status != models.AssignmentStatusUnassigned {
+		t.Errorf("status = %q, want unassigned", got.Status)
+	}
+	if got.AssignedTo != nil {
+		t.Errorf("assigned_to = %v, want nil", got.AssignedTo)
+	}
+	if got.ClaimedAt != nil {
+		t.Errorf("claimed_at = %v, want nil", got.ClaimedAt)
+	}
+}
+
+func TestWorkflowAssignment_Complete(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Leo", "leo@test.com")
+	teamID := database.SeedTestTeam(t, "Team L", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID: wfID, WorkflowVersion: ver,
+		CurrentStage: stage1, StartedBy: userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	a := &models.WorkflowAssignment{InstanceID: inst.ID, Stage: stage1, TeamID: teamID}
+	s.Workflows.CreateAssignment(ctx, a)
+	s.Workflows.ClaimAssignment(ctx, a.ID, userID)
+
+	reviewData := json.RawMessage(`{"approved":true,"notes":"LGTM"}`)
+	if err := s.Workflows.CompleteAssignment(ctx, a.ID, reviewData); err != nil {
+		t.Fatalf("complete: %v", err)
+	}
+
+	list, _ := s.Workflows.ListAssignmentsByInstance(ctx, inst.ID)
+	got := list[0]
+	if got.Status != models.AssignmentStatusCompleted {
+		t.Errorf("status = %q, want completed", got.Status)
+	}
+	if string(got.ReviewData) != `{"approved":true,"notes":"LGTM"}` {
+		t.Errorf("review_data = %s", got.ReviewData)
+	}
+	if got.CompletedAt == nil {
+		t.Error("completed_at should be set")
+	}
+}
+
+func TestWorkflowAssignment_Cancel(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Mia", "mia@test.com")
+	teamID := database.SeedTestTeam(t, "Team M", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamID)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID: wfID, WorkflowVersion: ver,
+		CurrentStage: stage1, StartedBy: userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	// Cancel from unassigned
+	a1 := &models.WorkflowAssignment{InstanceID: inst.ID, Stage: stage1, TeamID: teamID}
+	s.Workflows.CreateAssignment(ctx, a1)
+	if err := s.Workflows.CancelAssignment(ctx, a1.ID); err != nil {
+		t.Fatalf("cancel unassigned: %v", err)
+	}
+	list, _ := s.Workflows.ListAssignmentsByInstance(ctx, inst.ID)
+	if list[0].Status != models.AssignmentStatusCancelled {
+		t.Errorf("status = %q, want cancelled", list[0].Status)
+	}
+
+	// Cancel from claimed
+	a2 := &models.WorkflowAssignment{InstanceID: inst.ID, Stage: stage1, TeamID: teamID}
+	s.Workflows.CreateAssignment(ctx, a2)
+	s.Workflows.ClaimAssignment(ctx, a2.ID, userID)
+	if err := s.Workflows.CancelAssignment(ctx, a2.ID); err != nil {
+		t.Fatalf("cancel claimed: %v", err)
+	}
+}
+
+func TestWorkflowAssignment_ListByTeam(t *testing.T) {
+	database.RequireTestDB(t)
+	database.TruncateAll(t)
+	s := testStores(t)
+	ctx := context.Background()
+
+	userID := database.SeedTestUser(t, "Nora", "nora@test.com")
+	teamA := database.SeedTestTeam(t, "Team Alpha", userID)
+	teamB := database.SeedTestTeam(t, "Team Beta", userID)
+	wfID, ver, stage1, _ := seedWorkflowFixture(t, s, userID, teamA)
+
+	inst := &models.WorkflowInstance{
+		WorkflowID: wfID, WorkflowVersion: ver,
+		CurrentStage: stage1, StartedBy: userID,
+	}
+	s.Workflows.CreateInstance(ctx, inst)
+
+	// 2 assignments for teamA, 1 for teamB
+	for i := 0; i < 2; i++ {
+		a := &models.WorkflowAssignment{InstanceID: inst.ID, Stage: stage1, TeamID: teamA}
+		s.Workflows.CreateAssignment(ctx, a)
+	}
+	a3 := &models.WorkflowAssignment{InstanceID: inst.ID, Stage: stage1, TeamID: teamB}
+	s.Workflows.CreateAssignment(ctx, a3)
+
+	// Claim one of teamA's so we can test status filter
+	listA, _ := s.Workflows.ListAssignmentsByTeam(ctx, teamA, "")
+	if len(listA) != 2 {
+		t.Fatalf("teamA count = %d, want 2", len(listA))
+	}
+	s.Workflows.ClaimAssignment(ctx, listA[0].ID, userID)
+
+	// Filter teamA unassigned only
+	unassigned, _ := s.Workflows.ListAssignmentsByTeam(ctx, teamA, "unassigned")
+	if len(unassigned) != 1 {
+		t.Errorf("teamA unassigned = %d, want 1", len(unassigned))
+	}
+
+	// teamB should have 1
+	listB, _ := s.Workflows.ListAssignmentsByTeam(ctx, teamB, "")
+	if len(listB) != 1 {
+		t.Errorf("teamB count = %d, want 1", len(listB))
+	}
+}

server/main.go

@@ -30,6 +30,7 @@ import (
 	"switchboard-core/storage"
 	"switchboard-core/store"
 	"switchboard-core/triggers"
+	"switchboard-core/workflow"
 	postgres "switchboard-core/store/postgres"
 	sqliteStore "switchboard-core/store/sqlite"
 )
@@ -399,6 +400,21 @@ func main() {
 			protected.POST("/workflows/:id/publish", middleware.RequirePermission(auth.PermWorkflowCreate, stores), wfH.Publish)
 			protected.GET("/workflows/:id/versions/:version", wfH.GetVersion)
 
+			// Workflow instances + assignments (v0.3.2)
+			wfEngine := workflow.NewEngine(stores, bus, starlarkRunner)
+			wfInstH := handlers.NewWorkflowInstanceHandler(wfEngine, stores)
+			protected.POST("/workflows/:id/instances", middleware.RequirePermission(auth.PermWorkflowSubmit, stores), wfInstH.Start)
+			protected.GET("/workflows/:id/instances", wfInstH.ListInstances)
+			protected.GET("/workflows/:id/instances/:iid", wfInstH.GetInstance)
+			protected.POST("/workflows/:id/instances/:iid/advance", middleware.RequirePermission(auth.PermWorkflowSubmit, stores), wfInstH.Advance)
+			protected.POST("/workflows/:id/instances/:iid/cancel", middleware.RequirePermission(auth.PermWorkflowCreate, stores), wfInstH.Cancel)
+
+			wfAssignH := handlers.NewWorkflowAssignmentHandler(wfEngine, stores)
+			protected.POST("/assignments/:id/claim", wfAssignH.Claim)
+			protected.POST("/assignments/:id/unclaim", wfAssignH.Unclaim)
+			protected.POST("/assignments/:id/complete", wfAssignH.Complete)
+			protected.POST("/assignments/:id/cancel", middleware.RequirePermission(auth.PermWorkflowCreate, stores), wfAssignH.Cancel)
+			protected.GET("/assignments/mine", wfAssignH.ListMine)
 
 			// Surface discovery (v0.25.0, v0.28.7: unified packages)
 			pkgH := handlers.NewPackageHandler(stores)
@@ -522,6 +538,17 @@ func main() {
 				teamScoped.POST("/workflows/:id/publish", teamWfH.PublishTeamWorkflow)
 				teamScoped.GET("/workflows/:id/versions/:version", teamWfH.GetTeamWorkflowVersion)
 
+				// Team workflow instances + assignments (v0.3.2)
+				teamWfInstH := handlers.NewWorkflowInstanceHandler(wfEngine, stores)
+				teamScoped.POST("/workflows/:id/instances", teamWfInstH.Start)
+				teamScoped.GET("/workflows/:id/instances", teamWfInstH.ListInstances)
+				teamScoped.GET("/workflows/:id/instances/:iid", teamWfInstH.GetInstance)
+				teamScoped.POST("/workflows/:id/instances/:iid/advance", teamWfInstH.Advance)
+				teamScoped.POST("/workflows/:id/instances/:iid/cancel", teamWfInstH.Cancel)
+
+				teamWfAssignH := handlers.NewWorkflowAssignmentHandler(wfEngine, stores)
+				teamScoped.GET("/assignments", teamWfAssignH.ListByTeam)
+
 			}
 
 			// Public global settings (non-admin users can read safe subset)

server/sandbox/workflow_module.go

@@ -1,18 +1,21 @@
 package sandbox
 
-// workflow_module.go — v0.30.2 CS1
+// workflow_module.go — v0.30.2 CS1, v0.3.2 instance API
 //
-// The workflow module lets extensions read workflow definitions and
+// The workflow module lets extensions read workflow definitions,
-// stage data, and programmatically advance or reject workflow stages.
+// manage instances, and programmatically advance workflow stages.
 //
 // Starlark API:
-//   wf = workflow.get_definition(workflow_id)  # returns dict
+//   wf = workflow.get_definition(workflow_id)         # returns dict
-//   data = workflow.get_stage_data(channel_id) # returns dict
+//   inst = workflow.get_instance(instance_id)         # returns dict
-//   workflow.advance(channel_id)               # advance to next stage
+//   inst = workflow.start(workflow_id, data={})        # start new instance
-//   workflow.reject(channel_id, reason)        # reject current stage
+//   inst = workflow.advance(instance_id, data={})      # advance to next stage
+//   workflow.cancel(instance_id)                       # cancel instance
+//   instances = workflow.list_instances(workflow_id)    # list instances
 
 import (
 	"context"
+	"encoding/json"
 	"fmt"
 
 	"go.starlark.net/starlark"
@@ -23,9 +26,16 @@ import (
 
 // BuildWorkflowModule creates the "workflow" Starlark module for a package.
 // Requires the workflow.access permission.
+//
+// v0.3.2: added get_instance and list_instances for read-only instance access.
+// Mutating operations (start/advance/cancel) are available via HTTP API;
+// Starlark builtins for them will be added when the engine interface is
+// extracted to a shared package to avoid circular imports.
 func BuildWorkflowModule(ctx context.Context, stores store.Stores) *starlarkstruct.Module {
 	return MakeModule("workflow", starlark.StringDict{
 		"get_definition": starlark.NewBuiltin("workflow.get_definition", workflowGetDef(ctx, stores)),
+		"get_instance":   starlark.NewBuiltin("workflow.get_instance", workflowGetInstance(ctx, stores)),
+		"list_instances": starlark.NewBuiltin("workflow.list_instances", workflowListInstances(ctx, stores)),
 	})
 }
 
@@ -77,5 +87,105 @@ func workflowGetDef(ctx context.Context, stores store.Stores) func(*starlark.Thr
 	}
 }
 
+// ── Instance Read API (v0.3.2) ──────────────
+
+func workflowGetInstance(ctx context.Context, stores store.Stores) func(*starlark.Thread, *starlark.Builtin, starlark.Tuple, []starlark.Tuple) (starlark.Value, error) {
+	return func(_ *starlark.Thread, _ *starlark.Builtin, args starlark.Tuple, kwargs []starlark.Tuple) (starlark.Value, error) {
+		var instanceID string
+		if err := starlark.UnpackPositionalArgs("workflow.get_instance", args, kwargs, 1, &instanceID); err != nil {
+			return nil, err
+		}
+		inst, err := stores.Workflows.GetInstance(ctx, instanceID)
+		if err != nil {
+			return starlark.None, fmt.Errorf("workflow.get_instance: %w", err)
+		}
+
+		d := starlark.NewDict(8)
+		d.SetKey(starlark.String("id"), starlark.String(inst.ID))
+		d.SetKey(starlark.String("workflow_id"), starlark.String(inst.WorkflowID))
+		d.SetKey(starlark.String("workflow_version"), starlark.MakeInt(inst.WorkflowVersion))
+		d.SetKey(starlark.String("current_stage"), starlark.String(inst.CurrentStage))
+		d.SetKey(starlark.String("status"), starlark.String(inst.Status))
+		d.SetKey(starlark.String("started_by"), starlark.String(inst.StartedBy))
+
+		// Parse stage_data into Starlark dict
+		var dataMap map[string]interface{}
+		if json.Unmarshal(inst.StageData, &dataMap) == nil {
+			starlarkData := starlark.NewDict(len(dataMap))
+			for k, v := range dataMap {
+				starlarkData.SetKey(starlark.String(k), goValToStarlark(v))
+			}
+			d.SetKey(starlark.String("stage_data"), starlarkData)
+		} else {
+			d.SetKey(starlark.String("stage_data"), starlark.NewDict(0))
+		}
+
+		if inst.EntryToken != nil {
+			d.SetKey(starlark.String("entry_token"), starlark.String(*inst.EntryToken))
+		}
+
+		return d, nil
+	}
+}
+
+func workflowListInstances(ctx context.Context, stores store.Stores) func(*starlark.Thread, *starlark.Builtin, starlark.Tuple, []starlark.Tuple) (starlark.Value, error) {
+	return func(_ *starlark.Thread, _ *starlark.Builtin, args starlark.Tuple, kwargs []starlark.Tuple) (starlark.Value, error) {
+		var workflowID string
+		var status string
+		if err := starlark.UnpackPositionalArgs("workflow.list_instances", args, kwargs, 1, &workflowID, &status); err != nil {
+			return nil, err
+		}
+
+		instances, err := stores.Workflows.ListInstances(ctx, workflowID, status, store.ListOptions{Limit: 100})
+		if err != nil {
+			return starlark.None, fmt.Errorf("workflow.list_instances: %w", err)
+		}
+
+		result := make([]starlark.Value, 0, len(instances))
+		for _, inst := range instances {
+			d := starlark.NewDict(6)
+			d.SetKey(starlark.String("id"), starlark.String(inst.ID))
+			d.SetKey(starlark.String("current_stage"), starlark.String(inst.CurrentStage))
+			d.SetKey(starlark.String("status"), starlark.String(inst.Status))
+			d.SetKey(starlark.String("started_by"), starlark.String(inst.StartedBy))
+			d.SetKey(starlark.String("workflow_version"), starlark.MakeInt(inst.WorkflowVersion))
+			result = append(result, d)
+		}
+
+		return starlark.NewList(result), nil
+	}
+}
+
+// goValToStarlark converts a Go value to a Starlark value.
+func goValToStarlark(v interface{}) starlark.Value {
+	switch val := v.(type) {
+	case nil:
+		return starlark.None
+	case bool:
+		return starlark.Bool(val)
+	case float64:
+		if val == float64(int(val)) {
+			return starlark.MakeInt(int(val))
+		}
+		return starlark.Float(val)
+	case string:
+		return starlark.String(val)
+	case map[string]interface{}:
+		d := starlark.NewDict(len(val))
+		for k, v := range val {
+			d.SetKey(starlark.String(k), goValToStarlark(v))
+		}
+		return d
+	case []interface{}:
+		elems := make([]starlark.Value, len(val))
+		for i, v := range val {
+			elems[i] = goValToStarlark(v)
+		}
+		return starlark.NewList(elems)
+	default:
+		return starlark.String(fmt.Sprintf("%v", v))
+	}
+}
+
 // workflowRoute routes the workflow to a named stage (v0.35.0).
 // Starlark: workflow.route(channel_id, target_stage, reason)

server/store/postgres/workflows.go

@@ -609,6 +609,19 @@ func (s *WorkflowStore) ListAssignmentsByInstance(ctx context.Context, instanceI
 		ORDER BY created_at ASC`, instanceID)
 }
 
+func (s *WorkflowStore) ListAssignmentsByUser(ctx context.Context, userID string, status string) ([]models.WorkflowAssignment, error) {
+	q := `SELECT id, instance_id, stage, team_id, assigned_to, status,
+	             review_data, claimed_at, completed_at, created_at
+	      FROM workflow_assignments WHERE assigned_to = $1`
+	args := []interface{}{userID}
+	if status != "" {
+		q += " AND status = $2"
+		args = append(args, status)
+	}
+	q += " ORDER BY created_at DESC"
+	return s.queryAssignments(ctx, q, args...)
+}
+
 func (s *WorkflowStore) queryAssignments(ctx context.Context, q string, args ...interface{}) ([]models.WorkflowAssignment, error) {
 	rows, err := DB.QueryContext(ctx, q, args...)
 	if err != nil {

server/store/sqlite/workflows.go

@@ -633,6 +633,19 @@ func (s *WorkflowStore) ListAssignmentsByInstance(ctx context.Context, instanceI
 		ORDER BY created_at ASC`, instanceID)
 }
 
+func (s *WorkflowStore) ListAssignmentsByUser(ctx context.Context, userID string, status string) ([]models.WorkflowAssignment, error) {
+	q := `SELECT id, instance_id, stage, team_id, assigned_to, status,
+	             review_data, claimed_at, completed_at, created_at
+	      FROM workflow_assignments WHERE assigned_to = ?`
+	args := []interface{}{userID}
+	if status != "" {
+		q += " AND status = ?"
+		args = append(args, status)
+	}
+	q += " ORDER BY created_at DESC"
+	return s.queryAssignments(ctx, q, args...)
+}
+
 func (s *WorkflowStore) queryAssignments(ctx context.Context, q string, args ...interface{}) ([]models.WorkflowAssignment, error) {
 	rows, err := DB.QueryContext(ctx, q, args...)
 	if err != nil {

server/store/workflow_iface.go

@@ -49,4 +49,5 @@ type WorkflowStore interface {
 	CancelAssignment(ctx context.Context, id string) error
 	ListAssignmentsByTeam(ctx context.Context, teamID string, status string) ([]models.WorkflowAssignment, error)
 	ListAssignmentsByInstance(ctx context.Context, instanceID string) ([]models.WorkflowAssignment, error)
+	ListAssignmentsByUser(ctx context.Context, userID string, status string) ([]models.WorkflowAssignment, error)
 }

server/workflow/automated.go

@@ -0,0 +1,237 @@
+package workflow
+
+import (
+	"context"
+	"encoding/json"
+	"fmt"
+	"log"
+	"time"
+
+	"switchboard-core/events"
+	"switchboard-core/models"
+
+	"go.starlark.net/starlark"
+)
+
+// processAutomatedStage fires the Starlark hook for an automated stage
+// and optionally auto-advances the instance.
+func (e *Engine) processAutomatedStage(ctx context.Context, inst *models.WorkflowInstance, stages []models.WorkflowStage, autoDepth int) error {
+	if autoDepth >= MaxConsecutiveAutomated {
+		// Cycle guard: mark instance as error
+		errInst := *inst
+		errInst.Status = models.InstanceStatusError
+		errInst.Metadata = json.RawMessage(fmt.Sprintf(
+			`{"error":"exceeded %d consecutive automated stages","depth":%d}`,
+			MaxConsecutiveAutomated, autoDepth))
+		if err := e.stores.Workflows.UpdateInstance(ctx, &errInst); err != nil {
+			log.Printf("[workflow-automated] failed to set error status: %v", err)
+		}
+		e.emitError(ctx, inst.ID, "cycle guard: exceeded max consecutive automated stages")
+		return fmt.Errorf("cycle guard: %d consecutive automated stages", autoDepth)
+	}
+
+	// Re-read instance to get current state
+	inst, err := e.stores.Workflows.GetInstance(ctx, inst.ID)
+	if err != nil {
+		return err
+	}
+	if inst.Status != models.InstanceStatusActive {
+		return nil // instance was completed/cancelled during processing
+	}
+
+	// Find current stage definition
+	var stage *models.WorkflowStage
+	for i := range stages {
+		if stages[i].Name == inst.CurrentStage {
+			stage = &stages[i]
+			break
+		}
+	}
+	if stage == nil {
+		return fmt.Errorf("stage %q not found", inst.CurrentStage)
+	}
+
+	if stage.StageMode != models.StageModeAutomated || stage.StarlarkHook == nil {
+		return nil
+	}
+
+	if e.runner == nil {
+		log.Printf("[workflow-automated] no Starlark runner, skipping hook for stage %q", stage.Name)
+		return nil
+	}
+
+	// Parse hook reference: "package_id:entry_point" or just "package_id"
+	hookPkgID, hookEntry := parseHookRef(*stage.StarlarkHook)
+	if hookPkgID == "" {
+		return fmt.Errorf("invalid starlark_hook: %q", *stage.StarlarkHook)
+	}
+
+	pkg, err := e.stores.Packages.Get(ctx, hookPkgID)
+	if err != nil || pkg == nil {
+		log.Printf("[workflow-automated] package %q not found for hook", hookPkgID)
+		return fmt.Errorf("hook package not found: %s", hookPkgID)
+	}
+
+	// Build context dict for the hook
+	ctxDict := starlark.NewDict(4)
+	_ = ctxDict.SetKey(starlark.String("instance_id"), starlark.String(inst.ID))
+	_ = ctxDict.SetKey(starlark.String("current_stage"), starlark.String(inst.CurrentStage))
+	_ = ctxDict.SetKey(starlark.String("workflow_id"), starlark.String(inst.WorkflowID))
+
+	// Parse stage_data into Starlark dict
+	var dataMap map[string]interface{}
+	if json.Unmarshal(inst.StageData, &dataMap) == nil {
+		_ = ctxDict.SetKey(starlark.String("stage_data"), goToStarlark(dataMap))
+	} else {
+		_ = ctxDict.SetKey(starlark.String("stage_data"), starlark.NewDict(0))
+	}
+
+	val, _, err := e.runner.CallEntryPoint(ctx, pkg, hookEntry,
+		starlark.Tuple{ctxDict}, nil, nil)
+	if err != nil {
+		log.Printf("[workflow-automated] hook error: %v", err)
+		e.emitError(ctx, inst.ID, fmt.Sprintf("automated hook error: %v", err))
+		return err
+	}
+
+	return e.handleHookResult(ctx, inst, val, autoDepth)
+}
+
+// handleHookResult interprets the Starlark hook return value.
+func (e *Engine) handleHookResult(ctx context.Context, inst *models.WorkflowInstance, val starlark.Value, autoDepth int) error {
+	if val == nil || val == starlark.None {
+		return nil // no action — leave instance at current stage
+	}
+
+	d, ok := val.(*starlark.Dict)
+	if !ok {
+		return nil
+	}
+
+	// Check for error
+	if errVal, found, _ := d.Get(starlark.String("error")); found {
+		if s, ok := errVal.(starlark.String); ok {
+			errInst := *inst
+			errInst.Status = models.InstanceStatusError
+			errInst.Metadata = json.RawMessage(fmt.Sprintf(`{"error":%q}`, string(s)))
+			e.stores.Workflows.UpdateInstance(ctx, &errInst)
+			e.emitError(ctx, inst.ID, string(s))
+			return fmt.Errorf("hook returned error: %s", string(s))
+		}
+	}
+
+	// Check for advance
+	if advVal, found, _ := d.Get(starlark.String("advance")); found {
+		if advVal == starlark.True {
+			// Extract enriched data if present
+			var enrichedData json.RawMessage
+			if dataVal, found, _ := d.Get(starlark.String("data")); found {
+				if sd, ok := dataVal.(*starlark.Dict); ok {
+					goMap := starlarkDictToMap(sd)
+					if data, err := json.Marshal(goMap); err == nil {
+						enrichedData = data
+					}
+				}
+			}
+			_, err := e.advanceInternal(ctx, inst.ID, enrichedData, inst.StartedBy, autoDepth)
+			return err
+		}
+	}
+
+	return nil // advance: false or not set — leave at current stage
+}
+
+// emitError publishes a workflow.error event.
+func (e *Engine) emitError(ctx context.Context, instanceID, message string) {
+	if e.bus == nil {
+		return
+	}
+	e.bus.Publish(events.Event{
+		Label:   "workflow.error",
+		Room:    instanceID,
+		Payload: events.MustJSON(map[string]any{"instance_id": instanceID, "error": message}),
+		Ts:      time.Now().UnixMilli(),
+	})
+}
+
+// parseHookRef splits "package_id:entry_point" or returns (pkg, "on_run").
+func parseHookRef(ref string) (string, string) {
+	for i, c := range ref {
+		if c == ':' {
+			return ref[:i], ref[i+1:]
+		}
+	}
+	return ref, "on_run"
+}
+
+// ── Starlark conversion helpers ─────────────
+
+func goToStarlark(v any) starlark.Value {
+	switch val := v.(type) {
+	case nil:
+		return starlark.None
+	case bool:
+		return starlark.Bool(val)
+	case float64:
+		if val == float64(int(val)) {
+			return starlark.MakeInt(int(val))
+		}
+		return starlark.Float(val)
+	case string:
+		return starlark.String(val)
+	case map[string]interface{}:
+		d := starlark.NewDict(len(val))
+		for k, v := range val {
+			_ = d.SetKey(starlark.String(k), goToStarlark(v))
+		}
+		return d
+	case []interface{}:
+		elems := make([]starlark.Value, len(val))
+		for i, v := range val {
+			elems[i] = goToStarlark(v)
+		}
+		return starlark.NewList(elems)
+	default:
+		return starlark.String(fmt.Sprintf("%v", v))
+	}
+}
+
+func starlarkDictToMap(d *starlark.Dict) map[string]any {
+	result := make(map[string]any, d.Len())
+	for _, item := range d.Items() {
+		k, ok := item[0].(starlark.String)
+		if !ok {
+			continue
+		}
+		result[string(k)] = starlarkToGo(item[1])
+	}
+	return result
+}
+
+func starlarkToGo(v starlark.Value) any {
+	switch val := v.(type) {
+	case starlark.NoneType:
+		return nil
+	case starlark.Bool:
+		return bool(val)
+	case starlark.Int:
+		if i, ok := val.Int64(); ok {
+			return i
+		}
+		return val.String()
+	case starlark.Float:
+		return float64(val)
+	case starlark.String:
+		return string(val)
+	case *starlark.List:
+		result := make([]any, val.Len())
+		for i := 0; i < val.Len(); i++ {
+			result[i] = starlarkToGo(val.Index(i))
+		}
+		return result
+	case *starlark.Dict:
+		return starlarkDictToMap(val)
+	default:
+		return v.String()
+	}
+}

server/workflow/engine.go

@@ -0,0 +1,282 @@
+package workflow
+
+import (
+	"context"
+	"encoding/json"
+	"fmt"
+	"log"
+	"time"
+
+	"switchboard-core/events"
+	"switchboard-core/models"
+	"switchboard-core/sandbox"
+	"switchboard-core/store"
+
+	"github.com/google/uuid"
+)
+
+// MaxConsecutiveAutomated is the cycle guard limit for automated stages.
+const MaxConsecutiveAutomated = 10
+
+// Engine orchestrates workflow instance lifecycle.
+type Engine struct {
+	stores store.Stores
+	bus    *events.Bus
+	runner *sandbox.Runner
+}
+
+// NewEngine creates a workflow engine.
+func NewEngine(stores store.Stores, bus *events.Bus, runner *sandbox.Runner) *Engine {
+	return &Engine{stores: stores, bus: bus, runner: runner}
+}
+
+// Start creates a new workflow instance and kicks off the first stage.
+func (e *Engine) Start(ctx context.Context, workflowID string, initialData json.RawMessage, userID string) (*models.WorkflowInstance, error) {
+	wf, err := e.stores.Workflows.GetByID(ctx, workflowID)
+	if err != nil {
+		return nil, fmt.Errorf("workflow not found: %w", err)
+	}
+	if !wf.IsActive {
+		return nil, fmt.Errorf("workflow %q is not active", wf.Name)
+	}
+
+	ver, err := e.stores.Workflows.GetLatestVersion(ctx, workflowID)
+	if err != nil {
+		return nil, fmt.Errorf("no published version: %w", err)
+	}
+
+	var stages []models.WorkflowStage
+	if err := json.Unmarshal(ver.Snapshot, &stages); err != nil {
+		return nil, fmt.Errorf("corrupt version snapshot: %w", err)
+	}
+	if len(stages) == 0 {
+		return nil, fmt.Errorf("workflow has no stages")
+	}
+
+	inst := &models.WorkflowInstance{
+		WorkflowID:      workflowID,
+		WorkflowVersion: ver.VersionNumber,
+		CurrentStage:    stages[0].Name,
+		StageData:       initialData,
+		Status:          models.InstanceStatusActive,
+		StartedBy:       userID,
+		Metadata:        json.RawMessage(`{}`),
+	}
+
+	if wf.EntryMode == "public_link" {
+		tok := uuid.New().String()
+		inst.EntryToken = &tok
+	}
+
+	if err := e.stores.Workflows.CreateInstance(ctx, inst); err != nil {
+		return nil, fmt.Errorf("create instance: %w", err)
+	}
+
+	// Create initial assignment if first stage has a team
+	if stages[0].AssignmentTeamID != nil {
+		a := &models.WorkflowAssignment{
+			InstanceID: inst.ID,
+			Stage:      stages[0].Name,
+			TeamID:     *stages[0].AssignmentTeamID,
+		}
+		if err := e.stores.Workflows.CreateAssignment(ctx, a); err != nil {
+			log.Printf("[workflow-engine] create initial assignment: %v", err)
+		}
+	}
+
+	e.emit(ctx, "workflow.started", inst.ID, map[string]any{
+		"workflow_id": workflowID,
+		"instance_id": inst.ID,
+		"started_by":  userID,
+	})
+
+	// If first stage is automated, process it
+	if stages[0].StageMode == models.StageModeAutomated {
+		if err := e.processAutomatedStage(ctx, inst, stages, 0); err != nil {
+			log.Printf("[workflow-engine] automated stage error on start: %v", err)
+		}
+		// Re-read instance after automated processing
+		inst, _ = e.stores.Workflows.GetInstance(ctx, inst.ID)
+	}
+
+	return inst, nil
+}
+
+// Advance moves an instance to the next stage.
+func (e *Engine) Advance(ctx context.Context, instanceID string, stageData json.RawMessage, userID string) (*models.WorkflowInstance, error) {
+	return e.advanceInternal(ctx, instanceID, stageData, userID, 0)
+}
+
+func (e *Engine) advanceInternal(ctx context.Context, instanceID string, stageData json.RawMessage, userID string, autoDepth int) (*models.WorkflowInstance, error) {
+	inst, err := e.stores.Workflows.GetInstance(ctx, instanceID)
+	if err != nil {
+		return nil, fmt.Errorf("instance not found: %w", err)
+	}
+	if inst.Status != models.InstanceStatusActive {
+		return nil, fmt.Errorf("instance is %s, not active", inst.Status)
+	}
+
+	ver, err := e.stores.Workflows.GetVersion(ctx, inst.WorkflowID, inst.WorkflowVersion)
+	if err != nil {
+		return nil, fmt.Errorf("version not found: %w", err)
+	}
+
+	var stages []models.WorkflowStage
+	if err := json.Unmarshal(ver.Snapshot, &stages); err != nil {
+		return nil, fmt.Errorf("corrupt snapshot: %w", err)
+	}
+
+	// Find current stage ordinal
+	currentOrdinal := -1
+	for _, s := range stages {
+		if s.Name == inst.CurrentStage {
+			currentOrdinal = s.Ordinal
+			break
+		}
+	}
+	if currentOrdinal < 0 {
+		return nil, fmt.Errorf("current stage %q not found in snapshot", inst.CurrentStage)
+	}
+	currentStage := stages[currentOrdinal]
+
+	// Merge stage data
+	merged := mergeJSON(inst.StageData, stageData)
+
+	// Resolve next stage
+	nextOrdinal, err := ResolveNextStage(stages, currentOrdinal, merged)
+	if err != nil {
+		return nil, fmt.Errorf("resolve next stage: %w", err)
+	}
+
+	// Terminal — complete the instance
+	if nextOrdinal >= len(stages) {
+		if err := e.stores.Workflows.CompleteInstance(ctx, instanceID); err != nil {
+			return nil, fmt.Errorf("complete: %w", err)
+		}
+		e.emit(ctx, "workflow.completed", instanceID, map[string]any{
+			"instance_id": instanceID,
+		})
+		return e.stores.Workflows.GetInstance(ctx, instanceID)
+	}
+
+	nextStage := stages[nextOrdinal]
+
+	// Advance in store
+	if err := e.stores.Workflows.AdvanceStage(ctx, instanceID, nextStage.Name, merged); err != nil {
+		return nil, fmt.Errorf("advance store: %w", err)
+	}
+
+	// Cancel old assignments for the previous stage
+	oldAssignments, _ := e.stores.Workflows.ListAssignmentsByInstance(ctx, instanceID)
+	for _, a := range oldAssignments {
+		if a.Stage == currentStage.Name && (a.Status == models.AssignmentStatusUnassigned || a.Status == models.AssignmentStatusClaimed) {
+			e.stores.Workflows.CancelAssignment(ctx, a.ID)
+		}
+	}
+
+	// Create new assignment if next stage has a team
+	if nextStage.AssignmentTeamID != nil {
+		a := &models.WorkflowAssignment{
+			InstanceID: instanceID,
+			Stage:      nextStage.Name,
+			TeamID:     *nextStage.AssignmentTeamID,
+		}
+		if err := e.stores.Workflows.CreateAssignment(ctx, a); err != nil {
+			log.Printf("[workflow-engine] create assignment: %v", err)
+		} else {
+			e.emit(ctx, "workflow.assigned", a.TeamID, map[string]any{
+				"instance_id":   instanceID,
+				"stage":         nextStage.Name,
+				"assignment_id": a.ID,
+				"team_id":       a.TeamID,
+			})
+		}
+	}
+
+	e.emit(ctx, "workflow.advanced", instanceID, map[string]any{
+		"instance_id":    instanceID,
+		"previous_stage": currentStage.Name,
+		"current_stage":  nextStage.Name,
+	})
+
+	// If next stage is automated, process it
+	if nextStage.StageMode == models.StageModeAutomated {
+		if err := e.processAutomatedStage(ctx, inst, stages, autoDepth+1); err != nil {
+			log.Printf("[workflow-engine] automated stage error: %v", err)
+		}
+	}
+
+	return e.stores.Workflows.GetInstance(ctx, instanceID)
+}
+
+// Cancel terminates an active instance and all its open assignments.
+func (e *Engine) Cancel(ctx context.Context, instanceID string, userID string) error {
+	inst, err := e.stores.Workflows.GetInstance(ctx, instanceID)
+	if err != nil {
+		return fmt.Errorf("instance not found: %w", err)
+	}
+	if inst.Status != models.InstanceStatusActive {
+		return fmt.Errorf("instance is %s, not active", inst.Status)
+	}
+
+	if err := e.stores.Workflows.CancelInstance(ctx, instanceID); err != nil {
+		return fmt.Errorf("cancel: %w", err)
+	}
+
+	// Cancel all open assignments
+	assignments, _ := e.stores.Workflows.ListAssignmentsByInstance(ctx, instanceID)
+	for _, a := range assignments {
+		if a.Status == models.AssignmentStatusUnassigned || a.Status == models.AssignmentStatusClaimed {
+			e.stores.Workflows.CancelAssignment(ctx, a.ID)
+		}
+	}
+
+	e.emit(ctx, "workflow.cancelled", instanceID, map[string]any{
+		"instance_id": instanceID,
+		"cancelled_by": userID,
+	})
+
+	return nil
+}
+
+// emit publishes an event on the bus.
+func (e *Engine) emit(_ context.Context, label, room string, payload map[string]any) {
+	if e.bus == nil {
+		return
+	}
+	e.bus.Publish(events.Event{
+		Label:   label,
+		Room:    room,
+		Payload: events.MustJSON(payload),
+		Ts:      time.Now().UnixMilli(),
+	})
+}
+
+// mergeJSON merges b into a (shallow). Returns a if b is empty.
+func mergeJSON(a, b json.RawMessage) json.RawMessage {
+	if len(b) == 0 || string(b) == "{}" || string(b) == "null" {
+		if len(a) == 0 {
+			return json.RawMessage(`{}`)
+		}
+		return a
+	}
+	if len(a) == 0 || string(a) == "{}" || string(a) == "null" {
+		return b
+	}
+
+	var ma, mb map[string]json.RawMessage
+	if json.Unmarshal(a, &ma) != nil {
+		return b
+	}
+	if json.Unmarshal(b, &mb) != nil {
+		return a
+	}
+	for k, v := range mb {
+		ma[k] = v
+	}
+	merged, err := json.Marshal(ma)
+	if err != nil {
+		return b
+	}
+	return merged
+}