Phase 1: Workflows UI, Dedup/Merge UI, Import/Export UI, Print/PDF

- Workflows UI: full page with definitions/instances tabs, step editor, instance detail with approve/reject
- Dedup/Merge UI: duplicate detection, side-by-side comparison, field-level merge dialog, merge history
- Import/Export UI: import wizard (dry-run preview), export panel (CSV/XLSX), backend export route added
- Print/PDF: PrintButton component, print.css, integrated in Contacts/Calendar/Reports/ContactDetail
- Backend: GET /api/v1/export endpoint, export_companies_csv() service function
- Routes: /workflows, /contacts/dedup, /import-export registered
- Menu items: Workflows, Import/Export, Duplikate added to automation plugin manifest
- IMPLEMENTATION_PLAN.md: audit-corrected plan for all 14 remaining features

app/plugins/builtins/automation/plugin.py

@@ -70,7 +70,29 @@ class AutomationPlugin(BasePlugin):
             "agents:execute",
         ],
         is_core=False,
-        menu_items=[],
+        menu_items=[
+            FrontendMenuItem(
+                label_key="nav.workflows",
+                label="Workflows",
+                path="/workflows",
+                icon="Workflow",
+                order=52,
+            ),
+            FrontendMenuItem(
+                label_key="nav.importExport",
+                label="Import / Export",
+                path="/import-export",
+                icon="ArrowUpDown",
+                order=53,
+            ),
+            FrontendMenuItem(
+                label_key="nav.dedupMerge",
+                label="Duplikate",
+                path="/contacts/dedup",
+                icon="Copy",
+                order=54,
+            ),
+        ],
         page_routes=[
             FrontendPageRoute(
                 path="/automation",
@@ -82,6 +104,16 @@ class AutomationPlugin(BasePlugin):
                 component="@/pages/AgentDashboard",
                 order=51,
             ),
+            FrontendPageRoute(
+                path="/workflows",
+                component="@/pages/Workflows",
+                order=52,
+            ),
+            FrontendPageRoute(
+                path="/import-export",
+                component="@/pages/ImportExport",
+                order=53,
+            ),
         ],
         settings_pages=[
             FrontendSettingsPage(

app/routes/import_export.py

@@ -2,6 +2,7 @@
 
 from __future__ import annotations
 
+import io
 import uuid
 
 from fastapi import (
@@ -10,9 +11,11 @@ from fastapi import (
     File,
     Form,
     HTTPException,
+    Query,
     UploadFile,
 )
 from sqlalchemy.ext.asyncio import AsyncSession
+from starlette.responses import StreamingResponse
 
 from app.core.db import get_db
 from app.deps import require_permission
@@ -73,3 +76,76 @@ async def import_csv_preview(
         dry_run=True,
     )
     return result
+
+
+@router.get("/export")
+async def export_data(
+    entity_type: str = Query("contacts", pattern="^(contacts|companies)$"),
+    format: str = Query("csv", pattern="^(csv|xlsx)$"),
+    db: AsyncSession = Depends(get_db),
+    current_user: dict = Depends(require_permission("import_export:read")),
+):
+    """Export contacts or companies as CSV or XLSX file download.
+
+    Query params:
+      - entity_type: 'contacts' or 'companies' (default: contacts)
+      - format: 'csv' or 'xlsx' (default: csv)
+    """
+    tenant_id = uuid.UUID(current_user["tenant_id"])
+
+    # Determine filename based on entity_type
+    filename = f"{entity_type}_export.csv"
+
+    # Fetch CSV data from the appropriate service function
+    if entity_type == "contacts":
+        csv_data = await import_export_service.export_contacts_csv(db, tenant_id)
+    elif entity_type == "companies":
+        csv_data = await import_export_service.export_companies_csv(db, tenant_id)
+    else:
+        raise HTTPException(status_code=400, detail=f"Unsupported entity_type: {entity_type}")
+
+    # XLSX format handling
+    if format == "xlsx":
+        try:
+            import openpyxl
+
+            wb = openpyxl.Workbook()
+            ws = wb.active
+            ws.title = entity_type.capitalize()
+
+            # Parse the CSV string and populate the worksheet
+            import csv as _csv
+
+            reader = _csv.reader(io.StringIO(csv_data))
+            for row in reader:
+                ws.append(row)
+
+            xlsx_buffer = io.BytesIO()
+            wb.save(xlsx_buffer)
+            xlsx_buffer.seek(0)
+
+            xlsx_filename = f"{entity_type}_export.xlsx"
+            return StreamingResponse(
+                xlsx_buffer,
+                media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+                headers={"Content-Disposition": f'attachment; filename="{xlsx_filename}"'},
+            )
+        except ImportError:
+            # openpyxl not available — fall back to CSV with a warning header
+            media_type = "text/csv"
+            headers = {
+                "Content-Disposition": f'attachment; filename="{filename}"',
+                "X-Export-Warning": "openpyxl not installed, falling back to CSV format",
+            }
+            return StreamingResponse(
+                iter([csv_data.encode("utf-8")]),
+                media_type=media_type,
+                headers=headers,
+            )
+
+    # Default: CSV format
+    return StreamingResponse(
+        iter([csv_data.encode("utf-8")]),
+        media_type="text/csv",
+        headers={"Content-Disposition": f'attachment; filename="{filename}"'},
+    )

app/services/import_export_service.py

@@ -252,3 +252,42 @@ async def export_contacts_csv(
             ]
         )
     return output.getvalue()
+
+
+async def export_companies_csv(
+    db: AsyncSession,
+    tenant_id: uuid.UUID,
+) -> str:
+    """Export companies (Contact.type == 'company') as CSV string."""
+    q = (
+        select(Contact)
+        .where(
+            Contact.tenant_id == tenant_id,
+            Contact.deleted_at.is_(None),
+            Contact.type == "company",
+        )
+        .order_by(Contact.name)
+    )
+    result = await db.execute(q)
+    companies = result.scalars().all()
+
+    output = io.StringIO()
+    writer = csv.writer(output)
+    writer.writerow(
+        ["id", "type", "name", "email", "phone", "website", "city", "postalcode", "country"]
+    )
+    for c in companies:
+        writer.writerow(
+            [
+                str(c.id),
+                c.type or "company",
+                c.name or "",
+                c.email_1 or "",
+                c.phone_1 or "",
+                c.website or "",
+                c.mailing_city or "",
+                c.mailing_postalcode or "",
+                c.mailing_country or "",
+            ]
+        )
+    return output.getvalue()