From 21bbb169f97086bc984bdb2f97eabaeeed51e4a7 Mon Sep 17 00:00:00 2001
From: M Dombaugh <michael.dombaugh@gmail.com>
Date: Sun, 1 Mar 2026 22:04:24 +0000
Subject: [PATCH] feat: processes and process runs CRUD

---
 core/base_repository.py           |   2 +
 main.py                           |   2 +
 routers/admin.py                  |   2 +
 routers/processes.py              | 569 ++++++++++++++++++++++++++++++
 routers/search.py                 |  14 +
 templates/base.html               |   4 +
 templates/process_run_detail.html | 133 +++++++
 templates/process_runs.html       |  46 +++
 templates/processes.html          |  52 +++
 templates/processes_detail.html   | 183 ++++++++++
 templates/processes_form.html     |  57 +++
 tests/conftest.py                 |  27 ++
 tests/form_factory.py             |   2 +
 tests/registry.py                 |   2 +
 14 files changed, 1095 insertions(+)
 create mode 100644 routers/processes.py
 create mode 100644 templates/process_run_detail.html
 create mode 100644 templates/process_runs.html
 create mode 100644 templates/processes.html
 create mode 100644 templates/processes_detail.html
 create mode 100644 templates/processes_form.html

diff --git a/core/base_repository.py b/core/base_repository.py
index 3e413f8..38447d2 100644
--- a/core/base_repository.py
+++ b/core/base_repository.py
@@ -158,6 +158,8 @@ class BaseRepository:
             "rationale", "decided_at", "superseded_by_id",
             "start_at", "end_at", "location", "agenda", "transcript", "notes_body",
             "priority", "recurrence", "mime_type",
+            "category", "instructions", "expected_output", "estimated_days",
+            "contact_id", "started_at",
         }
         clean_data = {}
         for k, v in data.items():
diff --git a/main.py b/main.py
index 9b968da..87d06e2 100644
--- a/main.py
+++ b/main.py
@@ -39,6 +39,7 @@ from routers import (
     weblinks as weblinks_router,
     appointments as appointments_router,
     time_tracking as time_tracking_router,
+    processes as processes_router,
 )
 
 
@@ -193,3 +194,4 @@ app.include_router(decisions_router.router)
 app.include_router(weblinks_router.router)
 app.include_router(appointments_router.router)
 app.include_router(time_tracking_router.router)
+app.include_router(processes_router.router)
diff --git a/routers/admin.py b/routers/admin.py
index 85cf229..c976295 100644
--- a/routers/admin.py
+++ b/routers/admin.py
@@ -32,6 +32,8 @@ TRASH_ENTITIES = [
     {"table": "appointments", "label": "Appointments", "name_col": "title", "url": "/appointments/{id}"},
     {"table": "capture", "label": "Capture", "name_col": "raw_text", "url": "/capture"},
     {"table": "daily_focus", "label": "Focus Items", "name_col": "id", "url": "/focus"},
+    {"table": "processes", "label": "Processes", "name_col": "name", "url": "/processes/{id}"},
+    {"table": "process_runs", "label": "Process Runs", "name_col": "title", "url": "/processes/runs/{id}"},
 ]
 
 
diff --git a/routers/processes.py b/routers/processes.py
new file mode 100644
index 0000000..220ec86
--- /dev/null
+++ b/routers/processes.py
@@ -0,0 +1,569 @@
+"""Processes: reusable workflows/checklists with runs and step tracking."""
+
+from fastapi import APIRouter, Request, Form, Depends
+from fastapi.templating import Jinja2Templates
+from fastapi.responses import RedirectResponse
+from sqlalchemy.ext.asyncio import AsyncSession
+from sqlalchemy import text
+from typing import Optional
+from datetime import datetime, timezone
+
+from core.database import get_db
+from core.base_repository import BaseRepository
+from core.sidebar import get_sidebar_data
+
+router = APIRouter(prefix="/processes", tags=["processes"])
+templates = Jinja2Templates(directory="templates")
+
+
+# ── Process Template CRUD ─────────────────────────────────────
+
+@router.get("/")
+async def list_processes(
+    request: Request,
+    status: Optional[str] = None,
+    process_type: Optional[str] = None,
+    db: AsyncSession = Depends(get_db),
+):
+    sidebar = await get_sidebar_data(db)
+    filters = {}
+    if status:
+        filters["status"] = status
+    if process_type:
+        filters["process_type"] = process_type
+
+    repo = BaseRepository("processes", db)
+    items = await repo.list(filters=filters, sort="sort_order")
+
+    # Get step counts per process
+    result = await db.execute(text("""
+        SELECT process_id, count(*) as step_count
+        FROM process_steps WHERE is_deleted = false
+        GROUP BY process_id
+    """))
+    step_counts = {str(r.process_id): r.step_count for r in result}
+
+    for item in items:
+        item["step_count"] = step_counts.get(str(item["id"]), 0)
+
+    return templates.TemplateResponse("processes.html", {
+        "request": request, "sidebar": sidebar, "items": items,
+        "current_status": status or "",
+        "current_type": process_type or "",
+        "page_title": "Processes", "active_nav": "processes",
+    })
+
+
+@router.get("/create")
+async def create_form(request: Request, db: AsyncSession = Depends(get_db)):
+    sidebar = await get_sidebar_data(db)
+    return templates.TemplateResponse("processes_form.html", {
+        "request": request, "sidebar": sidebar, "item": None,
+        "page_title": "New Process", "active_nav": "processes",
+    })
+
+
+@router.post("/create")
+async def create_process(
+    request: Request,
+    name: str = Form(...),
+    description: Optional[str] = Form(None),
+    process_type: str = Form("checklist"),
+    status: str = Form("draft"),
+    category: Optional[str] = Form(None),
+    tags: Optional[str] = Form(None),
+    db: AsyncSession = Depends(get_db),
+):
+    repo = BaseRepository("processes", db)
+    data = {
+        "name": name,
+        "description": description,
+        "process_type": process_type,
+        "status": status,
+    }
+    if category and category.strip():
+        data["category"] = category
+    if tags and tags.strip():
+        data["tags"] = [t.strip() for t in tags.split(",") if t.strip()]
+
+    item = await repo.create(data)
+    return RedirectResponse(url=f"/processes/{item['id']}", status_code=303)
+
+
+@router.get("/runs")
+async def list_all_runs(
+    request: Request,
+    status: Optional[str] = None,
+    db: AsyncSession = Depends(get_db),
+):
+    """List all runs across all processes."""
+    sidebar = await get_sidebar_data(db)
+
+    where = "pr.is_deleted = false"
+    params = {}
+    if status:
+        where += " AND pr.status = :status"
+        params["status"] = status
+
+    result = await db.execute(text(f"""
+        SELECT pr.*, p.name as process_name,
+               proj.name as project_name,
+               (SELECT count(*) FROM process_run_steps WHERE run_id = pr.id AND is_deleted = false) as total_steps,
+               (SELECT count(*) FROM process_run_steps WHERE run_id = pr.id AND is_deleted = false AND status = 'completed') as completed_steps
+        FROM process_runs pr
+        JOIN processes p ON pr.process_id = p.id
+        LEFT JOIN projects proj ON pr.project_id = proj.id
+        WHERE {where}
+        ORDER BY pr.created_at DESC
+    """), params)
+    items = [dict(r._mapping) for r in result]
+
+    return templates.TemplateResponse("process_runs.html", {
+        "request": request, "sidebar": sidebar, "items": items,
+        "current_status": status or "",
+        "page_title": "All Process Runs", "active_nav": "processes",
+    })
+
+
+@router.get("/runs/{run_id}")
+async def run_detail(run_id: str, request: Request, db: AsyncSession = Depends(get_db)):
+    """View a specific process run with step checklist."""
+    sidebar = await get_sidebar_data(db)
+
+    # Get the run with process info
+    result = await db.execute(text("""
+        SELECT pr.*, p.name as process_name, p.id as process_id_ref,
+               proj.name as project_name,
+               c.first_name as contact_first, c.last_name as contact_last
+        FROM process_runs pr
+        JOIN processes p ON pr.process_id = p.id
+        LEFT JOIN projects proj ON pr.project_id = proj.id
+        LEFT JOIN contacts c ON pr.contact_id = c.id
+        WHERE pr.id = :id
+    """), {"id": run_id})
+    run = result.first()
+    if not run:
+        return RedirectResponse(url="/processes/runs", status_code=303)
+    run = dict(run._mapping)
+
+    # Get run steps
+    result = await db.execute(text("""
+        SELECT * FROM process_run_steps
+        WHERE run_id = :run_id AND is_deleted = false
+        ORDER BY sort_order, created_at
+    """), {"run_id": run_id})
+    steps = [dict(r._mapping) for r in result]
+
+    total = len(steps)
+    completed = sum(1 for s in steps if s["status"] == "completed")
+
+    # Get linked tasks via junction table
+    result = await db.execute(text("""
+        SELECT t.id, t.title, t.status, t.priority,
+               prt.run_step_id,
+               p.name as project_name
+        FROM process_run_tasks prt
+        JOIN tasks t ON prt.task_id = t.id
+        LEFT JOIN projects p ON t.project_id = p.id
+        WHERE prt.run_step_id IN (
+            SELECT id FROM process_run_steps WHERE run_id = :run_id
+        )
+        ORDER BY t.created_at
+    """), {"run_id": run_id})
+    tasks = [dict(r._mapping) for r in result]
+
+    # Map tasks to their steps
+    step_tasks = {}
+    for task in tasks:
+        sid = str(task["run_step_id"])
+        step_tasks.setdefault(sid, []).append(task)
+
+    return templates.TemplateResponse("process_run_detail.html", {
+        "request": request, "sidebar": sidebar,
+        "run": run, "steps": steps, "tasks": tasks,
+        "step_tasks": step_tasks,
+        "total_steps": total, "completed_steps": completed,
+        "page_title": run["title"], "active_nav": "processes",
+    })
+
+
+@router.get("/{process_id}")
+async def process_detail(process_id: str, request: Request, db: AsyncSession = Depends(get_db)):
+    repo = BaseRepository("processes", db)
+    sidebar = await get_sidebar_data(db)
+    item = await repo.get(process_id)
+    if not item:
+        return RedirectResponse(url="/processes", status_code=303)
+
+    # Get steps
+    result = await db.execute(text("""
+        SELECT * FROM process_steps
+        WHERE process_id = :pid AND is_deleted = false
+        ORDER BY sort_order, created_at
+    """), {"pid": process_id})
+    steps = [dict(r._mapping) for r in result]
+
+    # Get runs
+    result = await db.execute(text("""
+        SELECT pr.*,
+               proj.name as project_name,
+               (SELECT count(*) FROM process_run_steps WHERE run_id = pr.id AND is_deleted = false) as total_steps,
+               (SELECT count(*) FROM process_run_steps WHERE run_id = pr.id AND is_deleted = false AND status = 'completed') as completed_steps
+        FROM process_runs pr
+        LEFT JOIN projects proj ON pr.project_id = proj.id
+        WHERE pr.process_id = :pid AND pr.is_deleted = false
+        ORDER BY pr.created_at DESC
+    """), {"pid": process_id})
+    runs = [dict(r._mapping) for r in result]
+
+    # Load projects and contacts for "Start Run" form
+    projects_repo = BaseRepository("projects", db)
+    projects = await projects_repo.list()
+    contacts_repo = BaseRepository("contacts", db)
+    contacts = await contacts_repo.list()
+
+    return templates.TemplateResponse("processes_detail.html", {
+        "request": request, "sidebar": sidebar,
+        "item": item, "steps": steps, "runs": runs,
+        "projects": projects, "contacts": contacts,
+        "page_title": item["name"], "active_nav": "processes",
+    })
+
+
+@router.get("/{process_id}/edit")
+async def edit_form(process_id: str, request: Request, db: AsyncSession = Depends(get_db)):
+    repo = BaseRepository("processes", db)
+    sidebar = await get_sidebar_data(db)
+    item = await repo.get(process_id)
+    if not item:
+        return RedirectResponse(url="/processes", status_code=303)
+
+    return templates.TemplateResponse("processes_form.html", {
+        "request": request, "sidebar": sidebar, "item": item,
+        "page_title": "Edit Process", "active_nav": "processes",
+    })
+
+
+@router.post("/{process_id}/edit")
+async def update_process(
+    process_id: str,
+    name: str = Form(...),
+    description: Optional[str] = Form(None),
+    process_type: str = Form("checklist"),
+    status: str = Form("draft"),
+    category: Optional[str] = Form(None),
+    tags: Optional[str] = Form(None),
+    db: AsyncSession = Depends(get_db),
+):
+    repo = BaseRepository("processes", db)
+    data = {
+        "name": name,
+        "description": description,
+        "process_type": process_type,
+        "status": status,
+        "category": category if category and category.strip() else None,
+    }
+    if tags and tags.strip():
+        data["tags"] = [t.strip() for t in tags.split(",") if t.strip()]
+    else:
+        data["tags"] = None
+
+    await repo.update(process_id, data)
+    return RedirectResponse(url=f"/processes/{process_id}", status_code=303)
+
+
+@router.post("/{process_id}/delete")
+async def delete_process(process_id: str, request: Request, db: AsyncSession = Depends(get_db)):
+    repo = BaseRepository("processes", db)
+    await repo.soft_delete(process_id)
+    return RedirectResponse(url="/processes", status_code=303)
+
+
+# ── Process Steps ─────────────────────────────────────────────
+
+@router.post("/{process_id}/steps/add")
+async def add_step(
+    process_id: str,
+    title: str = Form(...),
+    instructions: Optional[str] = Form(None),
+    expected_output: Optional[str] = Form(None),
+    estimated_days: Optional[str] = Form(None),
+    db: AsyncSession = Depends(get_db),
+):
+    # Get current max sort_order
+    result = await db.execute(text("""
+        SELECT coalesce(max(sort_order), -1) + 1 as next_order
+        FROM process_steps WHERE process_id = :pid AND is_deleted = false
+    """), {"pid": process_id})
+    next_order = result.scalar()
+
+    repo = BaseRepository("process_steps", db)
+    data = {
+        "process_id": process_id,
+        "title": title,
+        "sort_order": next_order,
+    }
+    if instructions and instructions.strip():
+        data["instructions"] = instructions
+    if expected_output and expected_output.strip():
+        data["expected_output"] = expected_output
+    if estimated_days and estimated_days.strip():
+        data["estimated_days"] = int(estimated_days)
+
+    await repo.create(data)
+    return RedirectResponse(url=f"/processes/{process_id}", status_code=303)
+
+
+@router.post("/{process_id}/steps/{step_id}/edit")
+async def edit_step(
+    process_id: str,
+    step_id: str,
+    title: str = Form(...),
+    instructions: Optional[str] = Form(None),
+    expected_output: Optional[str] = Form(None),
+    estimated_days: Optional[str] = Form(None),
+    db: AsyncSession = Depends(get_db),
+):
+    repo = BaseRepository("process_steps", db)
+    data = {
+        "title": title,
+        "instructions": instructions if instructions and instructions.strip() else None,
+        "expected_output": expected_output if expected_output and expected_output.strip() else None,
+        "estimated_days": int(estimated_days) if estimated_days and estimated_days.strip() else None,
+    }
+    await repo.update(step_id, data)
+    return RedirectResponse(url=f"/processes/{process_id}", status_code=303)
+
+
+@router.post("/{process_id}/steps/{step_id}/delete")
+async def delete_step(process_id: str, step_id: str, db: AsyncSession = Depends(get_db)):
+    repo = BaseRepository("process_steps", db)
+    await repo.soft_delete(step_id)
+    return RedirectResponse(url=f"/processes/{process_id}", status_code=303)
+
+
+@router.post("/{process_id}/steps/reorder")
+async def reorder_steps(
+    process_id: str,
+    request: Request,
+    db: AsyncSession = Depends(get_db),
+):
+    form = await request.form()
+    ids = form.getlist("step_ids")
+    if ids:
+        repo = BaseRepository("process_steps", db)
+        await repo.reorder(ids)
+    return RedirectResponse(url=f"/processes/{process_id}", status_code=303)
+
+
+# ── Process Runs ──────────────────────────────────────────────
+
+@router.post("/{process_id}/runs/start")
+async def start_run(
+    process_id: str,
+    title: str = Form(...),
+    task_generation: str = Form("all_at_once"),
+    project_id: Optional[str] = Form(None),
+    contact_id: Optional[str] = Form(None),
+    db: AsyncSession = Depends(get_db),
+):
+    """Start a new process run: snapshot steps, optionally generate tasks."""
+    # Get process
+    proc_repo = BaseRepository("processes", db)
+    process = await proc_repo.get(process_id)
+    if not process:
+        return RedirectResponse(url="/processes", status_code=303)
+
+    # Create the run
+    run_repo = BaseRepository("process_runs", db)
+    run_data = {
+        "process_id": process_id,
+        "title": title,
+        "status": "in_progress",
+        "process_type": process["process_type"],
+        "task_generation": task_generation,
+        "started_at": datetime.now(timezone.utc),
+    }
+    if project_id and project_id.strip():
+        run_data["project_id"] = project_id
+    if contact_id and contact_id.strip():
+        run_data["contact_id"] = contact_id
+
+    run = await run_repo.create(run_data)
+
+    # Snapshot steps from the process template
+    result = await db.execute(text("""
+        SELECT * FROM process_steps
+        WHERE process_id = :pid AND is_deleted = false
+        ORDER BY sort_order, created_at
+    """), {"pid": process_id})
+    template_steps = [dict(r._mapping) for r in result]
+
+    step_repo = BaseRepository("process_run_steps", db)
+    run_steps = []
+    for step in template_steps:
+        rs = await step_repo.create({
+            "run_id": str(run["id"]),
+            "title": step["title"],
+            "instructions": step.get("instructions"),
+            "status": "pending",
+            "sort_order": step["sort_order"],
+        })
+        run_steps.append(rs)
+
+    # Task generation
+    if run_steps:
+        await _generate_tasks(db, run, run_steps, task_generation)
+
+    return RedirectResponse(url=f"/processes/runs/{run['id']}", status_code=303)
+
+
+async def _generate_tasks(db, run, run_steps, mode):
+    """Generate tasks for run steps based on mode."""
+    task_repo = BaseRepository("tasks", db)
+
+    # Get a default domain for tasks
+    result = await db.execute(text(
+        "SELECT id FROM domains WHERE is_deleted = false ORDER BY sort_order LIMIT 1"
+    ))
+    row = result.first()
+    default_domain_id = str(row[0]) if row else None
+
+    if not default_domain_id:
+        return
+
+    if mode == "all_at_once":
+        steps_to_generate = run_steps
+    else:  # step_by_step
+        steps_to_generate = [run_steps[0]]
+
+    for step in steps_to_generate:
+        task_data = {
+            "title": step["title"],
+            "description": step.get("instructions") or "",
+            "status": "open",
+            "priority": 3,
+            "domain_id": default_domain_id,
+        }
+        if run.get("project_id"):
+            task_data["project_id"] = str(run["project_id"])
+
+        task = await task_repo.create(task_data)
+
+        # Link via junction table
+        await db.execute(text("""
+            INSERT INTO process_run_tasks (run_step_id, task_id)
+            VALUES (:rsid, :tid)
+            ON CONFLICT DO NOTHING
+        """), {"rsid": str(step["id"]), "tid": str(task["id"])})
+
+
+@router.post("/runs/{run_id}/steps/{step_id}/complete")
+async def complete_step(
+    run_id: str,
+    step_id: str,
+    notes: Optional[str] = Form(None),
+    db: AsyncSession = Depends(get_db),
+):
+    """Mark a run step as completed."""
+    now = datetime.now(timezone.utc)
+    step_repo = BaseRepository("process_run_steps", db)
+    await step_repo.update(step_id, {
+        "status": "completed",
+        "completed_at": now,
+        "notes": notes if notes and notes.strip() else None,
+    })
+
+    # If step_by_step mode, generate task for next pending step
+    result = await db.execute(text("""
+        SELECT pr.task_generation FROM process_runs pr WHERE pr.id = :rid
+    """), {"rid": run_id})
+    run_row = result.first()
+
+    if run_row and run_row.task_generation == "step_by_step":
+        # Find next pending step
+        result = await db.execute(text("""
+            SELECT * FROM process_run_steps
+            WHERE run_id = :rid AND is_deleted = false AND status = 'pending'
+            ORDER BY sort_order LIMIT 1
+        """), {"rid": run_id})
+        next_step = result.first()
+
+        if next_step:
+            next_step = dict(next_step._mapping)
+            # Get the full run for project_id
+            run_repo = BaseRepository("process_runs", db)
+            run = await run_repo.get(run_id)
+            await _generate_tasks(db, run, [next_step], "all_at_once")
+
+    # Auto-complete run if all steps done
+    result = await db.execute(text("""
+        SELECT count(*) FILTER (WHERE status != 'completed') as pending
+        FROM process_run_steps
+        WHERE run_id = :rid AND is_deleted = false
+    """), {"rid": run_id})
+    pending = result.scalar()
+    if pending == 0:
+        run_repo = BaseRepository("process_runs", db)
+        await run_repo.update(run_id, {
+            "status": "completed",
+            "completed_at": now,
+        })
+
+    return RedirectResponse(url=f"/processes/runs/{run_id}", status_code=303)
+
+
+@router.post("/runs/{run_id}/steps/{step_id}/uncomplete")
+async def uncomplete_step(
+    run_id: str,
+    step_id: str,
+    db: AsyncSession = Depends(get_db),
+):
+    """Undo step completion."""
+    step_repo = BaseRepository("process_run_steps", db)
+    await step_repo.update(step_id, {
+        "status": "pending",
+        "completed_at": None,
+    })
+
+    # If run was completed, reopen it
+    run_repo = BaseRepository("process_runs", db)
+    run = await run_repo.get(run_id)
+    if run and run["status"] == "completed":
+        await run_repo.update(run_id, {
+            "status": "in_progress",
+            "completed_at": None,
+        })
+
+    return RedirectResponse(url=f"/processes/runs/{run_id}", status_code=303)
+
+
+@router.post("/runs/{run_id}/complete")
+async def complete_run(run_id: str, db: AsyncSession = Depends(get_db)):
+    """Mark entire run as complete."""
+    now = datetime.now(timezone.utc)
+    run_repo = BaseRepository("process_runs", db)
+    await run_repo.update(run_id, {
+        "status": "completed",
+        "completed_at": now,
+    })
+
+    # Mark all pending steps as completed too
+    await db.execute(text("""
+        UPDATE process_run_steps
+        SET status = 'completed', completed_at = :now, updated_at = :now
+        WHERE run_id = :rid AND status != 'completed' AND is_deleted = false
+    """), {"rid": run_id, "now": now})
+
+    return RedirectResponse(url=f"/processes/runs/{run_id}", status_code=303)
+
+
+@router.post("/runs/{run_id}/delete")
+async def delete_run(run_id: str, db: AsyncSession = Depends(get_db)):
+    # Get process_id before deleting for redirect
+    run_repo = BaseRepository("process_runs", db)
+    run = await run_repo.get(run_id)
+    await run_repo.soft_delete(run_id)
+    if run:
+        return RedirectResponse(url=f"/processes/{run['process_id']}", status_code=303)
+    return RedirectResponse(url="/processes/runs", status_code=303)
diff --git a/routers/search.py b/routers/search.py
index 0f8fc72..c33bd84 100644
--- a/routers/search.py
+++ b/routers/search.py
@@ -151,6 +151,20 @@ SEARCH_ENTITIES = [
         "url": "/weblinks",
         "icon": "weblink",
     },
+    {
+        "type": "processes",
+        "label": "Processes",
+        "query": """
+            SELECT p.id, p.name, p.status,
+                   p.category as domain_name, NULL as project_name,
+                   ts_rank(p.search_vector, websearch_to_tsquery('english', :q)) as rank
+            FROM processes p
+            WHERE p.is_deleted = false AND p.search_vector @@ websearch_to_tsquery('english', :q)
+            ORDER BY rank DESC LIMIT :lim
+        """,
+        "url": "/processes/{id}",
+        "icon": "process",
+    },
     {
         "type": "appointments",
         "label": "Appointments",
diff --git a/templates/base.html b/templates/base.html
index 37c6e74..61d78e4 100644
--- a/templates/base.html
+++ b/templates/base.html
@@ -48,6 +48,10 @@
                     <svg class="nav-icon" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2"><line x1="8" y1="6" x2="21" y2="6"/><line x1="8" y1="12" x2="21" y2="12"/><line x1="8" y1="18" x2="21" y2="18"/><line x1="3" y1="6" x2="3.01" y2="6"/><line x1="3" y1="12" x2="3.01" y2="12"/><line x1="3" y1="18" x2="3.01" y2="18"/></svg>
                     Lists
                 </a>
+                <a href="/processes" class="nav-item {{ 'active' if active_nav == 'processes' }}">
+                    <svg class="nav-icon" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2"><circle cx="12" cy="12" r="3"/><path d="M19.4 15a1.65 1.65 0 0 0 .33 1.82l.06.06a2 2 0 0 1-2.83 2.83l-.06-.06a1.65 1.65 0 0 0-1.82-.33 1.65 1.65 0 0 0-1 1.51V21a2 2 0 0 1-4 0v-.09A1.65 1.65 0 0 0 9 19.4a1.65 1.65 0 0 0-1.82.33l-.06.06a2 2 0 0 1-2.83-2.83l.06-.06A1.65 1.65 0 0 0 4.68 15a1.65 1.65 0 0 0-1.51-1H3a2 2 0 0 1 0-4h.09A1.65 1.65 0 0 0 4.6 9a1.65 1.65 0 0 0-.33-1.82l-.06-.06a2 2 0 0 1 2.83-2.83l.06.06A1.65 1.65 0 0 0 9 4.68a1.65 1.65 0 0 0 1-1.51V3a2 2 0 0 1 4 0v.09a1.65 1.65 0 0 0 1 1.51 1.65 1.65 0 0 0 1.82-.33l.06-.06a2 2 0 0 1 2.83 2.83l-.06.06A1.65 1.65 0 0 0 19.4 9a1.65 1.65 0 0 0 1.51 1H21a2 2 0 0 1 0 4h-.09a1.65 1.65 0 0 0-1.51 1z"/></svg>
+                    Processes
+                </a>
                 <a href="/meetings" class="nav-item {{ 'active' if active_nav == 'meetings' }}">
                     <svg class="nav-icon" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2"><path d="M17 21v-2a4 4 0 0 0-4-4H5a4 4 0 0 0-4 4v2"/><circle cx="9" cy="7" r="4"/><path d="M23 21v-2a4 4 0 0 0-3-3.87"/><path d="M16 3.13a4 4 0 0 1 0 7.75"/></svg>
                     Meetings
diff --git a/templates/process_run_detail.html b/templates/process_run_detail.html
new file mode 100644
index 0000000..d7c23af
--- /dev/null
+++ b/templates/process_run_detail.html
@@ -0,0 +1,133 @@
+{% extends "base.html" %}
+{% block content %}
+<div class="breadcrumb">
+    <a href="/processes">Processes</a>
+    <span class="sep">/</span>
+    <a href="/processes/{{ run.process_id_ref }}">{{ run.process_name }}</a>
+    <span class="sep">/</span>
+    <span>{{ run.title }}</span>
+</div>
+
+<div class="detail-header">
+    <h1 class="detail-title">{{ run.title }}</h1>
+    <div class="flex gap-2">
+        {% if run.status != 'completed' %}
+        <form action="/processes/runs/{{ run.id }}/complete" method="post" data-confirm="Mark this run as complete?" style="display:inline">
+            <button type="submit" class="btn btn-primary btn-sm">Mark Complete</button>
+        </form>
+        {% endif %}
+        <form action="/processes/runs/{{ run.id }}/delete" method="post" data-confirm="Delete this run?" style="display:inline">
+            <button type="submit" class="btn btn-danger btn-sm">Delete</button>
+        </form>
+    </div>
+</div>
+
+<div class="detail-meta mt-2">
+    <span class="status-badge status-{{ run.status }}">{{ run.status|replace('_', ' ') }}</span>
+    <span class="row-tag">{{ run.process_type }}</span>
+    <span class="row-tag">{{ run.task_generation|replace('_', ' ') }}</span>
+    {% if run.project_name %}<span class="detail-meta-item">{{ run.project_name }}</span>{% endif %}
+    {% if run.contact_first %}<span class="detail-meta-item">{{ run.contact_first }} {{ run.contact_last or '' }}</span>{% endif %}
+    {% if run.started_at %}<span class="detail-meta-item">Started {{ run.started_at.strftime('%Y-%m-%d') }}</span>{% endif %}
+    {% if run.completed_at %}<span class="detail-meta-item">Completed {{ run.completed_at.strftime('%Y-%m-%d') }}</span>{% endif %}
+</div>
+
+<!-- Progress Bar -->
+<div class="card mt-3" style="padding: 16px;">
+    <div style="display: flex; align-items: center; gap: 12px;">
+        <span style="font-weight: 600; font-size: 0.9rem;">Progress</span>
+        <div style="flex: 1; height: 8px; background: var(--border); border-radius: 4px; overflow: hidden;">
+            <div style="width: {{ (completed_steps / total_steps * 100)|int if total_steps > 0 else 0 }}%; height: 100%; background: var(--green); border-radius: 4px; transition: width 0.3s;"></div>
+        </div>
+        <span style="font-weight: 600; font-size: 0.9rem;">{{ completed_steps }}/{{ total_steps }}</span>
+    </div>
+</div>
+
+<!-- Steps Checklist -->
+<div class="card mt-3">
+    <div class="card-header">
+        <h3 class="card-title">Steps</h3>
+    </div>
+
+    {% for step in steps %}
+    <div class="list-row {{ 'completed' if step.status == 'completed' }}" style="align-items: flex-start;">
+        <div class="row-check">
+            {% if step.status == 'completed' %}
+            <form action="/processes/runs/{{ run.id }}/steps/{{ step.id }}/uncomplete" method="post" style="display:inline">
+                <input type="checkbox" id="step-{{ step.id }}" checked onchange="this.form.submit()">
+                <label for="step-{{ step.id }}"></label>
+            </form>
+            {% else %}
+            <form action="/processes/runs/{{ run.id }}/steps/{{ step.id }}/complete" method="post" style="display:inline" id="complete-form-{{ step.id }}">
+                <input type="checkbox" id="step-{{ step.id }}" onchange="this.form.submit()">
+                <label for="step-{{ step.id }}"></label>
+            </form>
+            {% endif %}
+        </div>
+        <div style="flex: 1;">
+            <div style="display: flex; align-items: center; gap: 8px;">
+                <span class="row-meta" style="min-width: 20px; font-weight: 600;">{{ loop.index }}</span>
+                <span class="row-title" style="{{ 'text-decoration: line-through; opacity: 0.6;' if step.status == 'completed' }}">{{ step.title }}</span>
+            </div>
+            {% if step.instructions %}
+            <div style="color: var(--muted); font-size: 0.82rem; margin: 4px 0 0 28px;">{{ step.instructions }}</div>
+            {% endif %}
+            {% if step.completed_at %}
+            <div style="color: var(--green); font-size: 0.78rem; margin: 4px 0 0 28px;">
+                Completed {{ step.completed_at.strftime('%Y-%m-%d %H:%M') }}
+            </div>
+            {% endif %}
+            {% if step.notes %}
+            <div style="color: var(--muted); font-size: 0.82rem; margin: 2px 0 0 28px; font-style: italic;">{{ step.notes }}</div>
+            {% endif %}
+            {% if step.status != 'completed' %}
+            <div style="margin: 6px 0 0 28px;">
+                <button type="button" class="btn btn-ghost btn-xs" onclick="toggleNotes('{{ step.id }}')">Add Notes</button>
+                <div id="notes-{{ step.id }}" style="display: none; margin-top: 4px;">
+                    <form action="/processes/runs/{{ run.id }}/steps/{{ step.id }}/complete" method="post" style="display: flex; gap: 6px; align-items: flex-end;">
+                        <input type="text" name="notes" class="form-input" placeholder="Completion notes..." style="flex: 1; height: 32px; font-size: 0.82rem;">
+                        <button type="submit" class="btn btn-primary btn-sm">Complete with Notes</button>
+                    </form>
+                </div>
+            </div>
+            {% endif %}
+            <!-- Show linked tasks for this step -->
+            {% if step_tasks.get(step.id|string) %}
+            <div style="margin: 6px 0 0 28px;">
+                {% for task in step_tasks[step.id|string] %}
+                <div style="display: inline-flex; align-items: center; gap: 4px; margin-right: 8px;">
+                    <span class="status-badge status-{{ task.status }}" style="font-size: 0.72rem;">{{ task.status }}</span>
+                    <a href="/tasks/{{ task.id }}" style="font-size: 0.82rem;">{{ task.title }}</a>
+                </div>
+                {% endfor %}
+            </div>
+            {% endif %}
+        </div>
+    </div>
+    {% endfor %}
+</div>
+
+<!-- All Generated Tasks -->
+{% if tasks %}
+<div class="card mt-3">
+    <div class="card-header">
+        <h3 class="card-title">Generated Tasks<span class="page-count">{{ tasks|length }}</span></h3>
+    </div>
+    {% for task in tasks %}
+    <div class="list-row {{ 'completed' if task.status == 'done' }}">
+        <span class="priority-dot priority-{{ task.priority }}"></span>
+        <span class="row-title"><a href="/tasks/{{ task.id }}">{{ task.title }}</a></span>
+        {% if task.project_name %}<span class="row-tag">{{ task.project_name }}</span>{% endif %}
+        <span class="status-badge status-{{ task.status }}">{{ task.status|replace('_', ' ') }}</span>
+    </div>
+    {% endfor %}
+</div>
+{% endif %}
+
+<script>
+function toggleNotes(stepId) {
+    var el = document.getElementById('notes-' + stepId);
+    el.style.display = el.style.display === 'none' ? 'block' : 'none';
+}
+</script>
+{% endblock %}
diff --git a/templates/process_runs.html b/templates/process_runs.html
new file mode 100644
index 0000000..1d8e387
--- /dev/null
+++ b/templates/process_runs.html
@@ -0,0 +1,46 @@
+{% extends "base.html" %}
+{% block content %}
+<div class="page-header">
+    <h1 class="page-title">All Process Runs<span class="page-count">{{ items|length }}</span></h1>
+    <a href="/processes" class="btn btn-secondary">Back to Processes</a>
+</div>
+
+<form class="filters-bar" method="get" action="/processes/runs">
+    <select name="status" class="filter-select" onchange="this.form.submit()">
+        <option value="">All Statuses</option>
+        <option value="not_started" {{ 'selected' if current_status == 'not_started' }}>Not Started</option>
+        <option value="in_progress" {{ 'selected' if current_status == 'in_progress' }}>In Progress</option>
+        <option value="completed" {{ 'selected' if current_status == 'completed' }}>Completed</option>
+    </select>
+</form>
+
+{% if items %}
+<div class="card mt-3">
+    {% for item in items %}
+    <div class="list-row">
+        <span class="row-title"><a href="/processes/runs/{{ item.id }}">{{ item.title }}</a></span>
+        <span class="row-tag">{{ item.process_name }}</span>
+        <span class="status-badge status-{{ item.status }}">{{ item.status|replace('_', ' ') }}</span>
+        {% if item.total_steps > 0 %}
+        <div class="row-meta" style="display: flex; align-items: center; gap: 6px;">
+            <div style="width: 60px; height: 4px; background: var(--border); border-radius: 2px; overflow: hidden;">
+                <div style="width: {{ (item.completed_steps / item.total_steps * 100)|int }}%; height: 100%; background: var(--green); border-radius: 2px;"></div>
+            </div>
+            <span>{{ item.completed_steps }}/{{ item.total_steps }}</span>
+        </div>
+        {% endif %}
+        {% if item.project_name %}
+        <span class="row-tag">{{ item.project_name }}</span>
+        {% endif %}
+        <span class="row-meta">{{ item.created_at.strftime('%Y-%m-%d') }}</span>
+    </div>
+    {% endfor %}
+</div>
+{% else %}
+<div class="empty-state mt-3">
+    <div class="empty-state-icon">&#9654;</div>
+    <div class="empty-state-text">No process runs yet</div>
+    <a href="/processes" class="btn btn-primary">Go to Processes</a>
+</div>
+{% endif %}
+{% endblock %}
diff --git a/templates/processes.html b/templates/processes.html
new file mode 100644
index 0000000..9368285
--- /dev/null
+++ b/templates/processes.html
@@ -0,0 +1,52 @@
+{% extends "base.html" %}
+{% block content %}
+<div class="page-header">
+    <h1 class="page-title">Processes<span class="page-count">{{ items|length }}</span></h1>
+    <div class="flex gap-2">
+        <a href="/processes/runs" class="btn btn-secondary">All Runs</a>
+        <a href="/processes/create" class="btn btn-primary">+ New Process</a>
+    </div>
+</div>
+
+<form class="filters-bar" method="get" action="/processes">
+    <select name="status" class="filter-select" onchange="this.form.submit()">
+        <option value="">All Statuses</option>
+        <option value="draft" {{ 'selected' if current_status == 'draft' }}>Draft</option>
+        <option value="active" {{ 'selected' if current_status == 'active' }}>Active</option>
+        <option value="archived" {{ 'selected' if current_status == 'archived' }}>Archived</option>
+    </select>
+    <select name="process_type" class="filter-select" onchange="this.form.submit()">
+        <option value="">All Types</option>
+        <option value="workflow" {{ 'selected' if current_type == 'workflow' }}>Workflow</option>
+        <option value="checklist" {{ 'selected' if current_type == 'checklist' }}>Checklist</option>
+    </select>
+</form>
+
+{% if items %}
+<div class="card mt-3">
+    {% for item in items %}
+    <div class="list-row">
+        <span class="row-title"><a href="/processes/{{ item.id }}">{{ item.name }}</a></span>
+        <span class="row-tag">{{ item.process_type }}</span>
+        <span class="status-badge status-{{ item.status }}">{{ item.status }}</span>
+        <span class="row-meta">{{ item.step_count }} step{{ 's' if item.step_count != 1 }}</span>
+        {% if item.category %}
+        <span class="row-tag">{{ item.category }}</span>
+        {% endif %}
+        <div class="row-actions">
+            <a href="/processes/{{ item.id }}/edit" class="btn btn-ghost btn-xs">Edit</a>
+            <form action="/processes/{{ item.id }}/delete" method="post" data-confirm="Delete this process?" style="display:inline">
+                <button type="submit" class="btn btn-ghost btn-xs" style="color: var(--red)">Del</button>
+            </form>
+        </div>
+    </div>
+    {% endfor %}
+</div>
+{% else %}
+<div class="empty-state mt-3">
+    <div class="empty-state-icon">&#9881;</div>
+    <div class="empty-state-text">No processes yet</div>
+    <a href="/processes/create" class="btn btn-primary">Create First Process</a>
+</div>
+{% endif %}
+{% endblock %}
diff --git a/templates/processes_detail.html b/templates/processes_detail.html
new file mode 100644
index 0000000..39ed1b7
--- /dev/null
+++ b/templates/processes_detail.html
@@ -0,0 +1,183 @@
+{% extends "base.html" %}
+{% block content %}
+<div class="breadcrumb">
+    <a href="/processes">Processes</a>
+    <span class="sep">/</span>
+    <span>{{ item.name }}</span>
+</div>
+
+<div class="detail-header">
+    <h1 class="detail-title">{{ item.name }}</h1>
+    <div class="flex gap-2">
+        <a href="/processes/{{ item.id }}/edit" class="btn btn-secondary btn-sm">Edit</a>
+        <form action="/processes/{{ item.id }}/delete" method="post" data-confirm="Delete this process?" style="display:inline">
+            <button type="submit" class="btn btn-danger btn-sm">Delete</button>
+        </form>
+    </div>
+</div>
+
+<div class="detail-meta mt-2">
+    <span class="status-badge status-{{ item.status }}">{{ item.status }}</span>
+    <span class="row-tag">{{ item.process_type }}</span>
+    {% if item.category %}<span class="detail-meta-item">{{ item.category }}</span>{% endif %}
+    <span class="detail-meta-item">{{ steps|length }} step{{ 's' if steps|length != 1 }}</span>
+    <span class="detail-meta-item">Created {{ item.created_at.strftime('%Y-%m-%d') }}</span>
+    {% if item.tags %}
+    <div class="mt-1">{% for tag in item.tags %}<span class="row-tag">{{ tag }}</span>{% endfor %}</div>
+    {% endif %}
+</div>
+
+{% if item.description %}
+<div class="card mt-3">
+    <div class="card-header"><h3 class="card-title">Description</h3></div>
+    <div class="detail-body" style="padding: 12px 16px;">{{ item.description }}</div>
+</div>
+{% endif %}
+
+<!-- Steps -->
+<div class="card mt-3">
+    <div class="card-header">
+        <h3 class="card-title">Steps<span class="page-count">{{ steps|length }}</span></h3>
+    </div>
+
+    {% for step in steps %}
+    <div class="list-row" style="align-items: flex-start;">
+        <span class="row-meta" style="min-width: 28px; text-align: center; font-weight: 600;">{{ loop.index }}</span>
+        <div style="flex: 1;">
+            <span class="row-title">{{ step.title }}</span>
+            {% if step.instructions %}
+            <div style="color: var(--muted); font-size: 0.82rem; margin-top: 2px;">{{ step.instructions[:120] }}{{ '...' if step.instructions|length > 120 }}</div>
+            {% endif %}
+            {% if step.expected_output %}
+            <div style="color: var(--muted); font-size: 0.82rem; margin-top: 2px;">Output: {{ step.expected_output[:80] }}</div>
+            {% endif %}
+        </div>
+        {% if step.estimated_days %}
+        <span class="row-meta">{{ step.estimated_days }}d</span>
+        {% endif %}
+        <div class="row-actions">
+            <button type="button" class="btn btn-ghost btn-xs" onclick="toggleEditStep('{{ step.id }}')">Edit</button>
+            <form action="/processes/{{ item.id }}/steps/{{ step.id }}/delete" method="post" data-confirm="Delete this step?" style="display:inline">
+                <button type="submit" class="btn btn-ghost btn-xs" style="color: var(--red)">Del</button>
+            </form>
+        </div>
+    </div>
+    <!-- Inline edit form (hidden by default) -->
+    <div id="edit-step-{{ step.id }}" style="display: none; border-bottom: 1px solid var(--border); padding: 12px 16px; background: var(--surface2);">
+        <form action="/processes/{{ item.id }}/steps/{{ step.id }}/edit" method="post">
+            <div class="form-grid">
+                <div class="form-group full-width">
+                    <label class="form-label">Title *</label>
+                    <input type="text" name="title" class="form-input" value="{{ step.title }}" required>
+                </div>
+                <div class="form-group full-width">
+                    <label class="form-label">Instructions</label>
+                    <textarea name="instructions" class="form-textarea" rows="2">{{ step.instructions or '' }}</textarea>
+                </div>
+                <div class="form-group">
+                    <label class="form-label">Expected Output</label>
+                    <input type="text" name="expected_output" class="form-input" value="{{ step.expected_output or '' }}">
+                </div>
+                <div class="form-group">
+                    <label class="form-label">Estimated Days</label>
+                    <input type="number" name="estimated_days" class="form-input" min="0" value="{{ step.estimated_days or '' }}">
+                </div>
+            </div>
+            <div class="form-actions" style="margin-top: 8px;">
+                <button type="submit" class="btn btn-primary btn-sm">Save Step</button>
+                <button type="button" class="btn btn-secondary btn-sm" onclick="toggleEditStep('{{ step.id }}')">Cancel</button>
+            </div>
+        </form>
+    </div>
+    {% endfor %}
+
+    <!-- Quick add step -->
+    <form class="quick-add" action="/processes/{{ item.id }}/steps/add" method="post" style="border-top: 1px solid var(--border);">
+        <input type="text" name="title" placeholder="Add a step..." required>
+        <button type="submit" class="btn btn-primary btn-sm">Add Step</button>
+    </form>
+</div>
+
+<!-- Runs -->
+<div class="card mt-3">
+    <div class="card-header">
+        <h3 class="card-title">Runs<span class="page-count">{{ runs|length }}</span></h3>
+    </div>
+
+    {% for run in runs %}
+    <div class="list-row">
+        <span class="row-title"><a href="/processes/runs/{{ run.id }}">{{ run.title }}</a></span>
+        <span class="status-badge status-{{ run.status }}">{{ run.status|replace('_', ' ') }}</span>
+        {% if run.total_steps > 0 %}
+        <span class="row-meta">{{ run.completed_steps }}/{{ run.total_steps }} steps</span>
+        {% endif %}
+        {% if run.project_name %}
+        <span class="row-tag">{{ run.project_name }}</span>
+        {% endif %}
+        <span class="row-meta">{{ run.created_at.strftime('%Y-%m-%d') }}</span>
+        <div class="row-actions">
+            <form action="/processes/runs/{{ run.id }}/delete" method="post" data-confirm="Delete this run?" style="display:inline">
+                <button type="submit" class="btn btn-ghost btn-xs" style="color: var(--red)">Del</button>
+            </form>
+        </div>
+    </div>
+    {% endfor %}
+
+    {% if not runs %}
+    <div style="padding: 16px; color: var(--muted); font-size: 0.85rem;">No runs yet</div>
+    {% endif %}
+
+    <!-- Start Run Form -->
+    {% if steps %}
+    <div style="border-top: 1px solid var(--border); padding: 12px 16px;">
+        <button type="button" class="btn btn-primary btn-sm" onclick="document.getElementById('start-run-form').style.display = document.getElementById('start-run-form').style.display === 'none' ? 'block' : 'none'">+ Start Run</button>
+        <div id="start-run-form" style="display: none; margin-top: 12px;">
+            <form action="/processes/{{ item.id }}/runs/start" method="post">
+                <div class="form-grid">
+                    <div class="form-group full-width">
+                        <label class="form-label">Run Title *</label>
+                        <input type="text" name="title" class="form-input" required
+                            value="{{ item.name }} - Run">
+                    </div>
+                    <div class="form-group">
+                        <label class="form-label">Task Generation</label>
+                        <select name="task_generation" class="form-select">
+                            <option value="all_at_once">All at Once</option>
+                            <option value="step_by_step">Step by Step</option>
+                        </select>
+                    </div>
+                    <div class="form-group">
+                        <label class="form-label">Project</label>
+                        <select name="project_id" class="form-select">
+                            <option value="">None</option>
+                            {% for p in projects %}
+                            <option value="{{ p.id }}">{{ p.name }}</option>
+                            {% endfor %}
+                        </select>
+                    </div>
+                    <div class="form-group">
+                        <label class="form-label">Contact</label>
+                        <select name="contact_id" class="form-select">
+                            <option value="">None</option>
+                            {% for c in contacts %}
+                            <option value="{{ c.id }}">{{ c.first_name }} {{ c.last_name or '' }}</option>
+                            {% endfor %}
+                        </select>
+                    </div>
+                </div>
+                <div class="form-actions" style="margin-top: 8px;">
+                    <button type="submit" class="btn btn-primary btn-sm">Start Run</button>
+                </div>
+            </form>
+        </div>
+    </div>
+    {% endif %}
+</div>
+
+<script>
+function toggleEditStep(stepId) {
+    var el = document.getElementById('edit-step-' + stepId);
+    el.style.display = el.style.display === 'none' ? 'block' : 'none';
+}
+</script>
+{% endblock %}
diff --git a/templates/processes_form.html b/templates/processes_form.html
new file mode 100644
index 0000000..0a0d99c
--- /dev/null
+++ b/templates/processes_form.html
@@ -0,0 +1,57 @@
+{% extends "base.html" %}
+{% block content %}
+<div class="page-header">
+    <h1 class="page-title">{{ page_title }}</h1>
+</div>
+
+<div class="card">
+    <form method="post" action="{{ '/processes/' ~ item.id ~ '/edit' if item else '/processes/create' }}">
+        <div class="form-grid">
+            <div class="form-group full-width">
+                <label class="form-label">Name *</label>
+                <input type="text" name="name" class="form-input" required
+                    value="{{ item.name if item else '' }}">
+            </div>
+
+            <div class="form-group full-width">
+                <label class="form-label">Description</label>
+                <textarea name="description" class="form-textarea" rows="3">{{ item.description if item and item.description else '' }}</textarea>
+            </div>
+
+            <div class="form-group">
+                <label class="form-label">Type</label>
+                <select name="process_type" class="form-select">
+                    <option value="checklist" {{ 'selected' if item and item.process_type == 'checklist' }}>Checklist</option>
+                    <option value="workflow" {{ 'selected' if item and item.process_type == 'workflow' }}>Workflow</option>
+                </select>
+            </div>
+
+            <div class="form-group">
+                <label class="form-label">Status</label>
+                <select name="status" class="form-select">
+                    <option value="draft" {{ 'selected' if item and item.status == 'draft' }}>Draft</option>
+                    <option value="active" {{ 'selected' if item and item.status == 'active' }}>Active</option>
+                    <option value="archived" {{ 'selected' if item and item.status == 'archived' }}>Archived</option>
+                </select>
+            </div>
+
+            <div class="form-group">
+                <label class="form-label">Category</label>
+                <input type="text" name="category" class="form-input" placeholder="e.g. Onboarding, Publishing..."
+                    value="{{ item.category if item and item.category else '' }}">
+            </div>
+
+            <div class="form-group">
+                <label class="form-label">Tags</label>
+                <input type="text" name="tags" class="form-input" placeholder="tag1, tag2, ..."
+                    value="{{ item.tags|join(', ') if item and item.tags else '' }}">
+            </div>
+        </div>
+
+        <div class="form-actions">
+            <button type="submit" class="btn btn-primary">{{ 'Save Changes' if item else 'Create Process' }}</button>
+            <a href="{{ '/processes/' ~ item.id if item else '/processes' }}" class="btn btn-secondary">Cancel</a>
+        </div>
+    </form>
+</div>
+{% endblock %}
diff --git a/tests/conftest.py b/tests/conftest.py
index a9ba0a5..6df51be 100644
--- a/tests/conftest.py
+++ b/tests/conftest.py
@@ -29,6 +29,9 @@ SEED_IDS = {
     "weblink":         "a0000000-0000-0000-0000-00000000000d",
     "capture":         "a0000000-0000-0000-0000-00000000000e",
     "focus":           "a0000000-0000-0000-0000-00000000000f",
+    "process":         "a0000000-0000-0000-0000-000000000010",
+    "process_step":    "a0000000-0000-0000-0000-000000000011",
+    "process_run":     "a0000000-0000-0000-0000-000000000012",
 }
 
 
@@ -196,6 +199,27 @@ def all_seeds(sync_conn):
             ON CONFLICT (id) DO NOTHING
         """, (d["focus"], d["task"]))
 
+        # Process
+        cur.execute("""
+            INSERT INTO processes (id, name, process_type, status, category, is_deleted, created_at, updated_at)
+            VALUES (%s, 'Test Process', 'checklist', 'active', 'Testing', false, now(), now())
+            ON CONFLICT (id) DO NOTHING
+        """, (d["process"],))
+
+        # Process step
+        cur.execute("""
+            INSERT INTO process_steps (id, process_id, title, instructions, sort_order, is_deleted, created_at, updated_at)
+            VALUES (%s, %s, 'Test Step', 'Do the thing', 0, false, now(), now())
+            ON CONFLICT (id) DO NOTHING
+        """, (d["process_step"], d["process"]))
+
+        # Process run
+        cur.execute("""
+            INSERT INTO process_runs (id, process_id, title, status, process_type, task_generation, is_deleted, created_at, updated_at)
+            VALUES (%s, %s, 'Test Run', 'not_started', 'checklist', 'all_at_once', false, now(), now())
+            ON CONFLICT (id) DO NOTHING
+        """, (d["process_run"], d["process"]))
+
         sync_conn.commit()
     except Exception as e:
         sync_conn.rollback()
@@ -205,6 +229,9 @@ def all_seeds(sync_conn):
 
     # Cleanup: delete all seed data (reverse dependency order)
     try:
+        cur.execute("DELETE FROM process_runs WHERE id = %s", (d["process_run"],))
+        cur.execute("DELETE FROM process_steps WHERE id = %s", (d["process_step"],))
+        cur.execute("DELETE FROM processes WHERE id = %s", (d["process"],))
         cur.execute("DELETE FROM daily_focus WHERE id = %s", (d["focus"],))
         cur.execute("DELETE FROM capture WHERE id = %s", (d["capture"],))
         cur.execute("DELETE FROM folder_weblinks WHERE weblink_id = %s", (d["weblink"],))
diff --git a/tests/form_factory.py b/tests/form_factory.py
index 9fa3d3f..42f7488 100644
--- a/tests/form_factory.py
+++ b/tests/form_factory.py
@@ -34,6 +34,8 @@ FK_FIELD_MAP = {
     "release_id": None,
     "note_id": "note",
     "list_id": "list",
+    "process_id": "process",
+    "run_id": "process_run",
 }
 
 # Field name pattern -> static test value
diff --git a/tests/registry.py b/tests/registry.py
index dfe1c57..db1b831 100644
--- a/tests/registry.py
+++ b/tests/registry.py
@@ -41,6 +41,8 @@ PREFIX_TO_SEED = {
     "/focus": "focus",
     "/capture": "capture",
     "/time": "task",
+    "/processes": "process",
+    "/processes/runs": "process_run",
     "/files": None,
     "/admin/trash": None,
 }