@realtimex/folio 0.1.16 → 0.1.17

package/dist/api/src/routes/policies.js

@@ -10,14 +10,24 @@ const router = Router();
 router.use(optionalAuth);
 // GET /api/policies — list all loaded policies
 router.get("/", asyncHandler(async (req, res) => {
-    const policies = await PolicyLoader.load(false, req.supabase);
-    if (!req.supabase || !req.user || policies.length === 0) {
+    if (!req.supabase || !req.user) {
+        const policies = await PolicyLoader.load(false, req.supabase, req.workspaceId);
+        res.json({ success: true, policies });
+        return;
+    }
+    if (!req.workspaceId) {
+        res.status(403).json({ success: false, error: "Workspace membership required" });
+        return;
+    }
+    const policies = await PolicyLoader.load(false, req.supabase, req.workspaceId);
+    if (policies.length === 0) {
         res.json({ success: true, policies });
         return;
     }
     const stats = await PolicyLearningService.getPolicyLearningStats({
         supabase: req.supabase,
         userId: req.user.id,
+        workspaceId: req.workspaceId,
         policyIds: policies.map((policy) => policy.metadata.id),
     });
     const enrichedPolicies = policies.map((policy) => {
@@ -35,17 +45,33 @@ router.get("/", asyncHandler(async (req, res) => {
 }));
 // POST /api/policies — save a new policy
 router.post("/", asyncHandler(async (req, res) => {
+    if (!req.supabase || !req.user) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    if (!req.workspaceId) {
+        res.status(403).json({ success: false, error: "Workspace membership required" });
+        return;
+    }
     const policy = req.body;
     if (!PolicyLoader.validate(policy)) {
         res.status(400).json({ success: false, error: "Invalid policy schema" });
         return;
     }
-    const filePath = await PolicyLoader.save(policy, req.supabase, req.user?.id);
+    const filePath = await PolicyLoader.save(policy, req.supabase, req.user.id, req.workspaceId);
     res.status(201).json({ success: true, filePath });
 }));
 // DELETE /api/policies/:id — delete a policy by ID
 router.delete("/:id", asyncHandler(async (req, res) => {
-    const deleted = await PolicyLoader.delete(req.params["id"], req.supabase, req.user?.id);
+    if (!req.supabase || !req.user) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    if (!req.workspaceId) {
+        res.status(403).json({ success: false, error: "Workspace membership required" });
+        return;
+    }
+    const deleted = await PolicyLoader.delete(req.params["id"], req.supabase, req.user.id, req.workspaceId);
     if (!deleted) {
         res.status(404).json({ success: false, error: "Policy not found" });
         return;
@@ -54,14 +80,30 @@ router.delete("/:id", asyncHandler(async (req, res) => {
 }));
 // PATCH /api/policies/:id — partial update (enabled toggle, metadata fields)
 router.patch("/:id", asyncHandler(async (req, res) => {
+    if (!req.supabase || !req.user) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    if (!req.workspaceId) {
+        res.status(403).json({ success: false, error: "Workspace membership required" });
+        return;
+    }
     const { enabled, name, description, tags, priority } = req.body;
-    await PolicyLoader.patch(req.params["id"], { enabled, name, description, tags, priority }, req.supabase, req.user?.id);
+    await PolicyLoader.patch(req.params["id"], { enabled, name, description, tags, priority }, req.supabase, req.user.id, req.workspaceId);
     res.json({ success: true });
 }));
 // POST /api/policies/reload — force cache invalidation
 router.post("/reload", asyncHandler(async (req, res) => {
-    PolicyLoader.invalidateCache();
-    const policies = await PolicyLoader.load(true, req.supabase);
+    if (!req.supabase || !req.user) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    if (!req.workspaceId) {
+        res.status(403).json({ success: false, error: "Workspace membership required" });
+        return;
+    }
+    PolicyLoader.invalidateCache(req.workspaceId);
+    const policies = await PolicyLoader.load(true, req.supabase, req.workspaceId);
     res.json({ success: true, count: policies.length });
 }));
 // POST /api/policies/synthesize — NL → Policy via LLM

package/dist/api/src/routes/stats.js

@@ -9,29 +9,33 @@ router.get("/", async (req, res) => {
         return;
     }
     try {
-        const userId = req.user.id;
+        const workspaceId = req.workspaceId;
+        if (!workspaceId) {
+            res.status(403).json({ success: false, error: "Workspace membership required" });
+            return;
+        }
         const s = req.supabase; // the scoped service client
         // 1. Total Documents Ingested
         const { count: totalDocumentsCount, error: err1 } = await s
             .from("ingestions")
             .select("*", { count: 'exact', head: true })
-            .eq("user_id", userId);
+            .eq("workspace_id", workspaceId);
         // 2. Active Policies
         const { count: activePoliciesCount, error: err2 } = await s
             .from("policies")
             .select("*", { count: 'exact', head: true })
-            .eq("user_id", userId)
+            .eq("workspace_id", workspaceId)
             .eq("enabled", true);
         // 3. RAG Knowledge Base (Chunks)
         const { count: ragChunksCount, error: err3 } = await s
             .from("document_chunks")
             .select("*", { count: 'exact', head: true })
-            .eq("user_id", userId);
+            .eq("workspace_id", workspaceId);
         // 4. Automation Runs (Sum of actions taken across ingestions)
         const { data: ingestionsWithActions, error: err4 } = await s
             .from("ingestions")
             .select("actions_taken")
-            .eq("user_id", userId)
+            .eq("workspace_id", workspaceId)
             .not("actions_taken", "is", null);
         let automationRunsCount = 0;
         if (ingestionsWithActions) {

package/dist/api/src/routes/workspaces.js

@@ -0,0 +1,220 @@
+import { Router } from "express";
+import { config } from "../config/index.js";
+import { optionalAuth } from "../middleware/auth.js";
+import { asyncHandler } from "../middleware/errorHandler.js";
+import { getSupabaseConfigFromHeaders } from "../services/supabase.js";
+function mapRpcStatus(errorCode) {
+    if (errorCode === "42501")
+        return 403;
+    if (errorCode === "22023")
+        return 400;
+    return 500;
+}
+const router = Router();
+router.use(optionalAuth);
+router.get("/", asyncHandler(async (req, res) => {
+    if (!req.user || !req.supabase) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    const { data: membershipsData, error: membershipsError } = await req.supabase
+        .from("workspace_members")
+        .select("workspace_id,role,status,created_at,updated_at")
+        .eq("user_id", req.user.id)
+        .eq("status", "active")
+        .order("created_at", { ascending: true });
+    if (membershipsError) {
+        const code = membershipsError.code;
+        // Backward compatibility for projects before workspace migration.
+        if (code === "42P01") {
+            res.json({
+                success: true,
+                workspaces: [],
+                activeWorkspaceId: null,
+                activeWorkspaceRole: null,
+            });
+            return;
+        }
+        res.status(500).json({ success: false, error: membershipsError.message });
+        return;
+    }
+    const memberships = (membershipsData ?? []);
+    if (memberships.length === 0) {
+        res.json({
+            success: true,
+            workspaces: [],
+            activeWorkspaceId: null,
+            activeWorkspaceRole: null,
+        });
+        return;
+    }
+    const workspaceIds = memberships.map((membership) => membership.workspace_id);
+    const { data: workspaceData, error: workspaceError } = await req.supabase
+        .from("workspaces")
+        .select("id,name,owner_user_id,created_at,updated_at")
+        .in("id", workspaceIds);
+    if (workspaceError) {
+        res.status(500).json({ success: false, error: workspaceError.message });
+        return;
+    }
+    const workspaceMap = new Map();
+    for (const workspace of (workspaceData ?? [])) {
+        workspaceMap.set(workspace.id, workspace);
+    }
+    const workspaces = memberships
+        .map((membership) => {
+        const workspace = workspaceMap.get(membership.workspace_id);
+        if (!workspace)
+            return null;
+        return {
+            id: workspace.id,
+            name: workspace.name,
+            owner_user_id: workspace.owner_user_id,
+            created_at: workspace.created_at,
+            updated_at: workspace.updated_at,
+            role: membership.role,
+            membership_status: membership.status,
+            membership_created_at: membership.created_at,
+        };
+    })
+        .filter((workspace) => Boolean(workspace));
+    const activeWorkspaceId = req.workspaceId ?? workspaces[0]?.id ?? null;
+    const activeWorkspace = workspaces.find((workspace) => workspace.id === activeWorkspaceId) ?? null;
+    res.json({
+        success: true,
+        workspaces,
+        activeWorkspaceId,
+        activeWorkspaceRole: activeWorkspace?.role ?? null,
+    });
+}));
+router.get("/:workspaceId/members", asyncHandler(async (req, res) => {
+    if (!req.user || !req.supabase) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    const workspaceId = req.params["workspaceId"];
+    if (!workspaceId) {
+        res.status(400).json({ success: false, error: "workspaceId is required" });
+        return;
+    }
+    const { data, error } = await req.supabase.rpc("workspace_list_members", {
+        p_workspace_id: workspaceId,
+    });
+    if (error) {
+        const status = mapRpcStatus(error.code);
+        res.status(status).json({ success: false, error: error.message });
+        return;
+    }
+    res.json({
+        success: true,
+        members: (data ?? []),
+    });
+}));
+router.post("/:workspaceId/members/invite", asyncHandler(async (req, res) => {
+    if (!req.user || !req.supabase) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    const workspaceId = req.params["workspaceId"];
+    const email = typeof req.body?.email === "string" ? req.body.email.trim() : "";
+    const role = req.body?.role === "admin" ? "admin" : "member";
+    if (!workspaceId) {
+        res.status(400).json({ success: false, error: "workspaceId is required" });
+        return;
+    }
+    if (!email) {
+        res.status(400).json({ success: false, error: "email is required" });
+        return;
+    }
+    const headerConfig = getSupabaseConfigFromHeaders(req.headers);
+    const envUrl = config.supabase.url;
+    const envKey = config.supabase.anonKey;
+    const envIsValid = envUrl.startsWith("http://") || envUrl.startsWith("https://");
+    const supabaseUrl = envIsValid && envKey ? envUrl : headerConfig?.url;
+    const anonKey = envIsValid && envKey ? envKey : headerConfig?.anonKey;
+    if (!supabaseUrl || !anonKey) {
+        res.status(500).json({ success: false, error: "Supabase config unavailable for invite workflow." });
+        return;
+    }
+    const authHeader = req.headers.authorization;
+    if (!authHeader?.startsWith("Bearer ")) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    const response = await fetch(`${supabaseUrl}/functions/v1/workspace-invite`, {
+        method: "POST",
+        headers: {
+            "Content-Type": "application/json",
+            Authorization: authHeader,
+            apikey: anonKey,
+        },
+        body: JSON.stringify({
+            workspace_id: workspaceId,
+            email,
+            role,
+        }),
+    });
+    const payload = await response.json().catch(() => ({}));
+    if (!response.ok) {
+        res.status(response.status).json({
+            success: false,
+            error: payload?.error?.message || payload?.error || `Invite workflow failed (${response.status})`,
+        });
+        return;
+    }
+    res.json(payload);
+}));
+router.patch("/:workspaceId/members/:userId", asyncHandler(async (req, res) => {
+    if (!req.user || !req.supabase) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    const workspaceId = req.params["workspaceId"];
+    const userId = req.params["userId"];
+    const role = req.body?.role === "admin" ? "admin" : req.body?.role === "member" ? "member" : "";
+    if (!workspaceId || !userId) {
+        res.status(400).json({ success: false, error: "workspaceId and userId are required" });
+        return;
+    }
+    if (!role) {
+        res.status(400).json({ success: false, error: "role must be admin or member" });
+        return;
+    }
+    const { data, error } = await req.supabase.rpc("workspace_update_member_role", {
+        p_workspace_id: workspaceId,
+        p_target_user_id: userId,
+        p_role: role,
+    });
+    if (error) {
+        const status = mapRpcStatus(error.code);
+        res.status(status).json({ success: false, error: error.message });
+        return;
+    }
+    res.json({
+        success: true,
+        member: Array.isArray(data) ? data[0] ?? null : null,
+    });
+}));
+router.delete("/:workspaceId/members/:userId", asyncHandler(async (req, res) => {
+    if (!req.user || !req.supabase) {
+        res.status(401).json({ success: false, error: "Authentication required" });
+        return;
+    }
+    const workspaceId = req.params["workspaceId"];
+    const userId = req.params["userId"];
+    if (!workspaceId || !userId) {
+        res.status(400).json({ success: false, error: "workspaceId and userId are required" });
+        return;
+    }
+    const { data, error } = await req.supabase.rpc("workspace_remove_member", {
+        p_workspace_id: workspaceId,
+        p_target_user_id: userId,
+    });
+    if (error) {
+        const status = mapRpcStatus(error.code);
+        res.status(status).json({ success: false, error: error.message });
+        return;
+    }
+    res.json({ success: true, removed: data === true });
+}));
+export default router;

package/dist/api/src/services/ChatService.js

@@ -9,7 +9,7 @@ export class ChatService {
      * Send a message to an existing session, augment with RAG context if needed,
      * and stream the AI response back into the database.
      */
-    static async handleMessage(sessionId, userId, content, supabase) {
+    static async handleMessage(sessionId, userId, content, supabase, workspaceId) {
         // 1. Get User/Session Settings (Models to use)
         const { data: settings } = await supabase
             .from("user_settings")
@@ -49,7 +49,12 @@ export class ChatService {
                 embedding_model: embedSettings.embedding_model ?? "auto",
                 query_preview: content.slice(0, 180),
             }, supabase);
-            contextSources = await RAGService.searchDocuments(content, userId, supabase, { topK: 5, similarityThreshold: 0.65, settings: embedSettings });
+            contextSources = await RAGService.searchDocuments(content, userId, supabase, {
+                topK: 5,
+                similarityThreshold: 0.65,
+                settings: embedSettings,
+                workspaceId
+            });
             Actuator.logEvent(null, userId, "analysis", "RAG Retrieval", {
                 action: "RAG query response",
                 session_id: sessionId,

package/dist/api/src/services/IngestionService.js

@@ -161,7 +161,7 @@ export class IngestionService {
             action: "Queued synthetic VLM embedding",
             ...details,
         }, opts.supabase);
-        RAGService.chunkAndEmbed(opts.ingestionId, opts.userId, syntheticText, opts.supabase, opts.embedSettings).then(() => {
+        RAGService.chunkAndEmbed(opts.ingestionId, opts.userId, syntheticText, opts.supabase, opts.embedSettings, opts.workspaceId).then(() => {
             Actuator.logEvent(opts.ingestionId, opts.userId, "analysis", "RAG Embedding", {
                 action: "Completed synthetic VLM embedding",
                 ...details,
@@ -257,13 +257,13 @@ export class IngestionService {
      * Ingest a document using Hybrid Routing Architecture.
      */
     static async ingest(opts) {
-        const { supabase, userId, filename, mimeType, fileSize, source = "upload", filePath, content, fileHash } = opts;
+        const { supabase, userId, workspaceId, filename, mimeType, fileSize, source = "upload", filePath, content, fileHash } = opts;
         // Duplicate detection — check if this exact file content was already ingested
         if (fileHash) {
             const { data: existing } = await supabase
                 .from("ingestions")
                 .select("id, filename, created_at")
-                .eq("user_id", userId)
+                .eq("workspace_id", workspaceId)
                 .eq("file_hash", fileHash)
                 .eq("status", "matched")
                 .order("created_at", { ascending: true })
@@ -274,6 +274,7 @@ export class IngestionService {
                 const { data: dupIngestion } = await supabase
                     .from("ingestions")
                     .insert({
+                    workspace_id: workspaceId,
                     user_id: userId,
                     source,
                     filename,
@@ -293,6 +294,7 @@ export class IngestionService {
         const { data: ingestion, error: insertErr } = await supabase
             .from("ingestions")
             .insert({
+            workspace_id: workspaceId,
             user_id: userId,
             source,
             filename,
@@ -397,7 +399,7 @@ export class IngestionService {
             try {
                 // 3. Fast Path — fetch all dependencies in parallel
                 const [userPolicies, processingSettingsRow, baselineConfig] = await Promise.all([
-                    PolicyLoader.load(false, supabase),
+                    PolicyLoader.load(false, supabase, workspaceId),
                     supabase.from("user_settings").select("llm_provider, llm_model, ingestion_llm_provider, ingestion_llm_model, embedding_provider, embedding_model").eq("user_id", userId).maybeSingle(),
                     BaselineConfigService.getActive(supabase, userId),
                 ]);
@@ -409,11 +411,11 @@ export class IngestionService {
                 const resolvedProvider = llmSettings.llm_provider ?? llmProvider;
                 const resolvedModel = llmSettings.llm_model ?? llmModel;
                 const runFastPathAttempt = async (attemptContent, attemptType) => {
-                    const doc = { filePath: filePath, text: attemptContent, ingestionId: ingestion.id, userId, supabase };
+                    const doc = { filePath: filePath, text: attemptContent, ingestionId: ingestion.id, userId, workspaceId, supabase };
                     // eslint-disable-next-line @typescript-eslint/no-explicit-any
                     const baselineTrace = [];
                     // Fire and forget Semantic Embedding Storage
-                    RAGService.chunkAndEmbed(ingestion.id, userId, doc.text, supabase, embedSettings).catch(err => {
+                    RAGService.chunkAndEmbed(ingestion.id, userId, doc.text, supabase, embedSettings, workspaceId).catch(err => {
                         logger.error(`RAG embedding failed for ${ingestion.id}`, err);
                     });
                     // 4. Stage 1: Baseline extraction (always runs, LLM call 1 of max 2)
@@ -482,6 +484,7 @@ export class IngestionService {
                         const embeddingMeta = this.queueVlmSemanticEmbedding({
                             ingestionId: ingestion.id,
                             userId,
+                            workspaceId,
                             filename,
                             finalStatus,
                             policyName,
@@ -646,12 +649,12 @@ export class IngestionService {
     /**
      * Re-run an existing ingestion
      */
-    static async rerun(ingestionId, supabase, userId, opts = {}) {
+    static async rerun(ingestionId, supabase, userId, workspaceId, opts = {}) {
         const { data: ingestion, error } = await supabase
             .from("ingestions")
             .select("*")
             .eq("id", ingestionId)
-            .eq("user_id", userId)
+            .eq("workspace_id", workspaceId)
             .single();
         if (error || !ingestion)
             throw new Error("Ingestion not found");
@@ -747,7 +750,7 @@ export class IngestionService {
         }
         if (isFastPath) {
             const [userPolicies, processingSettingsRow, baselineConfig] = await Promise.all([
-                PolicyLoader.load(false, supabase),
+                PolicyLoader.load(false, supabase, workspaceId),
                 supabase.from("user_settings").select("llm_provider, llm_model, ingestion_llm_provider, ingestion_llm_model, embedding_provider, embedding_model").eq("user_id", userId).maybeSingle(),
                 BaselineConfigService.getActive(supabase, userId),
             ]);
@@ -759,11 +762,11 @@ export class IngestionService {
             const resolvedProvider = llmSettings.llm_provider ?? llmProvider;
             const resolvedModel = llmSettings.llm_model ?? llmModel;
             const runFastPathAttempt = async (attemptContent, attemptType) => {
-                const doc = { filePath, text: attemptContent, ingestionId, userId, supabase };
+                const doc = { filePath, text: attemptContent, ingestionId, userId, workspaceId, supabase };
                 // eslint-disable-next-line @typescript-eslint/no-explicit-any
                 const baselineTrace = [];
                 // Fire and forget Semantic Embedding Storage for re-runs
-                RAGService.chunkAndEmbed(ingestionId, userId, doc.text, supabase, embedSettings).catch(err => {
+                RAGService.chunkAndEmbed(ingestionId, userId, doc.text, supabase, embedSettings, workspaceId).catch(err => {
                     logger.error(`RAG embedding failed during rerun for ${ingestionId}`, err);
                 });
                 baselineTrace.push({
@@ -842,6 +845,7 @@ export class IngestionService {
                     const embeddingMeta = this.queueVlmSemanticEmbedding({
                         ingestionId,
                         userId,
+                        workspaceId,
                         filename,
                         finalStatus,
                         policyName,
@@ -982,7 +986,7 @@ export class IngestionService {
      * Manually assign an ingestion to a policy and optionally persist it as
      * learning feedback for future automatic matching.
      */
-    static async matchToPolicy(ingestionId, policyId, supabase, userId, opts = {}) {
+    static async matchToPolicy(ingestionId, policyId, supabase, userId, workspaceId, opts = {}) {
         const learn = opts.learn !== false;
         const rerun = opts.rerun !== false;
         const allowSideEffects = opts.allowSideEffects === true;
@@ -994,7 +998,7 @@ export class IngestionService {
             .from("ingestions")
             .select("*")
             .eq("id", ingestionId)
-            .eq("user_id", userId)
+            .eq("workspace_id", workspaceId)
             .single();
         if (ingestionError || !ingestion) {
             throw new Error("Ingestion not found");
@@ -1002,7 +1006,7 @@ export class IngestionService {
         if (ingestion.status === "processing" || ingestion.status === "pending") {
             throw new Error("Cannot manually match while ingestion is still processing");
         }
-        const policies = await PolicyLoader.load(false, supabase);
+        const policies = await PolicyLoader.load(false, supabase, workspaceId);
         const policy = policies.find((item) => item.metadata.id === normalizedPolicyId);
         if (!policy) {
             throw new Error(`Policy "${normalizedPolicyId}" was not found or is disabled.`);
@@ -1021,8 +1025,8 @@ export class IngestionService {
                 learn,
                 risky_actions: riskyActions,
             }, supabase);
-            await this.rerun(ingestionId, supabase, userId, { forcedPolicyId: policy.metadata.id });
-            const refreshed = await this.get(ingestionId, supabase, userId);
+            await this.rerun(ingestionId, supabase, userId, workspaceId, { forcedPolicyId: policy.metadata.id });
+            const refreshed = await this.get(ingestionId, supabase, workspaceId);
             if (!refreshed) {
                 throw new Error("Ingestion not found after rerun.");
             }
@@ -1052,7 +1056,7 @@ export class IngestionService {
                 trace: nextTrace,
             })
                 .eq("id", ingestionId)
-                .eq("user_id", userId)
+                .eq("workspace_id", workspaceId)
                 .select("*")
                 .single();
             if (updateError || !updatedIngestion) {
@@ -1071,6 +1075,7 @@ export class IngestionService {
             await PolicyLearningService.recordManualMatch({
                 supabase,
                 userId,
+                workspaceId,
                 ingestion: effectiveIngestion,
                 policyId: policy.metadata.id,
                 policyName: policy.metadata.name,
@@ -1082,7 +1087,7 @@ export class IngestionService {
      * Generate a user-reviewable refinement draft for an existing policy
      * using evidence from a specific ingestion.
      */
-    static async suggestPolicyRefinement(ingestionId, policyId, supabase, userId, opts = {}) {
+    static async suggestPolicyRefinement(ingestionId, policyId, supabase, userId, workspaceId, opts = {}) {
         const normalizedPolicyId = policyId.trim();
         if (!normalizedPolicyId) {
             throw new Error("policy_id is required");
@@ -1091,12 +1096,12 @@ export class IngestionService {
             .from("ingestions")
             .select("id,filename,mime_type,status,tags,summary,extracted,trace")
             .eq("id", ingestionId)
-            .eq("user_id", userId)
+            .eq("workspace_id", workspaceId)
             .single();
         if (ingestionError || !ingestion) {
             throw new Error("Ingestion not found");
         }
-        const policies = await PolicyLoader.load(false, supabase);
+        const policies = await PolicyLoader.load(false, supabase, workspaceId);
         const targetPolicy = policies.find((policy) => policy.metadata.id === normalizedPolicyId);
         if (!targetPolicy) {
             throw new Error(`Policy "${normalizedPolicyId}" was not found or is disabled.`);
@@ -1125,19 +1130,19 @@ export class IngestionService {
         };
     }
     /**
-     * List ingestions for a user, newest first.
+     * List ingestions for an active workspace, newest first.
      * Supports server-side pagination and ILIKE search across native text columns
      * (filename, policy_name, summary). Tags are handled client-side via the
      * filter bar; extracted JSONB search requires a tsvector migration (deferred).
      */
-    static async list(supabase, userId, opts = {}) {
+    static async list(supabase, workspaceId, opts = {}) {
         const { page = 1, pageSize = 20, query } = opts;
         const from = (page - 1) * pageSize;
         const to = from + pageSize - 1;
         let q = supabase
             .from("ingestions")
             .select("*", { count: "exact" })
-            .eq("user_id", userId)
+            .eq("workspace_id", workspaceId)
             .order("created_at", { ascending: false });
         if (query?.trim()) {
             const term = `%${query.trim()}%`;
@@ -1156,24 +1161,24 @@ export class IngestionService {
     /**
      * Get a single ingestion by ID.
      */
-    static async get(id, supabase, userId) {
+    static async get(id, supabase, workspaceId) {
         const { data } = await supabase
             .from("ingestions")
             .select("*")
             .eq("id", id)
-            .eq("user_id", userId)
+            .eq("workspace_id", workspaceId)
             .single();
         return data;
     }
     /**
      * Delete an ingestion record.
      */
-    static async delete(id, supabase, userId) {
+    static async delete(id, supabase, workspaceId) {
         const { count, error } = await supabase
             .from("ingestions")
             .delete({ count: "exact" })
             .eq("id", id)
-            .eq("user_id", userId);
+            .eq("workspace_id", workspaceId);
         if (error)
             throw new Error(`Failed to delete ingestion: ${error.message}`);
         return (count ?? 0) > 0;
@@ -1183,12 +1188,12 @@ export class IngestionService {
      * Builds the prompt from already-extracted entities — no file I/O needed.
      * The result is saved back to ingestion.summary so subsequent calls are instant.
      */
-    static async summarize(id, supabase, userId, llmSettings = {}) {
+    static async summarize(id, supabase, userId, workspaceId, llmSettings = {}) {
         const { data: ing } = await supabase
             .from("ingestions")
             .select("id, filename, extracted, summary, status")
             .eq("id", id)
-            .eq("user_id", userId)
+            .eq("workspace_id", workspaceId)
             .single();
         if (!ing)
             throw new Error("Ingestion not found");
@@ -1244,7 +1249,7 @@ export class IngestionService {
                 .from("ingestions")
                 .update({ summary })
                 .eq("id", id)
-                .eq("user_id", userId);
+                .eq("workspace_id", workspaceId);
             logger.info(`Summary generated and cached for ingestion ${id}`);
             return summary;
         }

package/dist/api/src/services/PolicyEngine.js

@@ -767,7 +767,7 @@ export class PolicyEngine {
      */
     static async process(doc, settings = {}, baselineEntities = {}) {
         logger.info(`Processing document: ${doc.filePath}`);
-        const policies = await PolicyLoader.load();
+        const policies = await PolicyLoader.load(false, doc.supabase, doc.workspaceId);
         const globalTrace = [{ timestamp: new Date().toISOString(), step: "Loaded policies", details: { count: policies.length } }];
         Actuator.logEvent(doc.ingestionId, doc.userId, "info", "Triage", { action: "Loaded policies", count: policies.length }, doc.supabase);
         for (const policy of policies) {
@@ -841,6 +841,7 @@ export class PolicyEngine {
                 const learned = await PolicyLearningService.resolveLearnedCandidate({
                     supabase: doc.supabase,
                     userId: doc.userId,
+                    workspaceId: doc.workspaceId,
                     policyIds: policies.map((policy) => policy.metadata.id),
                     filePath: doc.filePath,
                     baselineEntities,