Commit Graph
5813 Commits
Author SHA1 Message Date
Waleed 030c4e2a5e refactor(auth): extract connector definitions out of auth.ts (#6203)
auth.ts had grown to 3,927 lines, of which ~2,340 were the genericOAuth
connector list — the OAuth apps a workspace connects tools to, as distinct from
the handful of providers used to sign in to Sim. Adding a connector meant
editing the same file that configures sessions, database hooks and Stripe.

Moves that list to lib/auth/connectors/providers.ts behind
buildConnectorProviders(), and relocates getMicrosoftUserInfoFromIdToken to
lib/oauth/microsoft.ts alongside the three Microsoft helpers it already depends
on. auth.ts drops to 1,489 lines and reads as auth configuration again.

Pure move, verified mechanically: the connector array is token-identical after
stripping whitespace, and all 179 template literals emit byte-identical strings
(the one apparent diff was reindentation inside a ${} expression, not text).
Behavior, evaluation order and log scopes are unchanged; the array is still
built once, when betterAuth() runs.

The explicit GenericOAuthConfig[] return type is required, not cosmetic —
inline, the entries were contextually typed by the config property. Without it
prompt: 'consent' widens to string and every getUserInfo parameter becomes
implicitly any.
2026-08-03 09:35:17 -07:00
Waleed 14d9542f2a fix(credentials): capture the correct provider identity on connect and rotate (#6201)
* fix(credentials): capture the correct provider identity on connect and rotate

Attio OAuth recorded an arbitrary workspace member instead of the authorizing
user, so two members connecting under one Sim user collapsed into a single
account row via the stale-sibling dedupe. Notion read `profile.person.email`,
which never exists on a bot token. Synthetic connector emails were minted on
live third-party domains. Google service-account rotation left the credential
labeled with the old key's client_email and skipped audit metadata entirely.
Box and Salesforce identity lookups failed silently with no logger in either
file.

Service-account principals are now a single ServiceAccountPrincipal union
(user / tenant / lookup_failed / null) mirrored centrally into both audit and
stored metadata, so a principal can no longer be captured and forgotten, and
"which account is this credential?" is answerable from SQL.

* fix(credentials): keep the provider-reported name when identity lookup degrades

Box and Salesforce returned early on a missing user id, discarding a `name` or
`login` the response did carry and relabeling the credential to the enterprise
or host fallback. Only the principal should degrade; the human label still
beats an id-derived string.

Also notes the Salesforce `openid` scope in the connect help text. The client
credentials minter sends no scope parameter — effective scopes come from the
customer's Connected App — so without `openid` the userinfo lookup can 403 and
the run-as user silently never reaches the audit record.
2026-08-03 09:29:26 -07:00
Waleed 786c854e04 improvement(settings): consolidate resource UI onto shared primitives (#6202)
* improvement(settings): consolidate resource UI onto shared primitives

Sandboxes, MCP tools, and MCP servers each modeled their list rows and
detail headers differently. Collapse them — and the surfaces they drifted
from — onto one set of primitives.

SettingsResourceRow now owns the row entirely: tile, title/subtitle tokens,
padding and bleed, hover band, hit area, focus ring, and the one navigation
chevron. Adds onClick/href (a stretched overlay, so interactive trailing
controls keep their clicks), navigable, iconVariant='custom', and a badge
slot for decoration that must not swallow row clicks.

Rows that open a detail page get a chevron and a whole-row click; flat
records keep the "..." menu. Delete moves to the detail header as a
destructive chip behind a confirm modal — sandboxes previously deleted with
no confirmation at all.

Also folds in SettingsField (new), SettingsEmptyState tone='error',
RESOURCE_LIST_STACK/GRID, RESOURCE_TILE_PLAIN, and a shared MemberAvatar;
deletes DetailIconTile (byte-identical to ResourceTile); and standardizes
on the emcn ArrowRight, which is a visibly different glyph from lucide's.

* fix(settings): correct row bleed, delete-confirm binding, and avatar seeding

Follow-up from review of the consolidation.

The sandbox delete confirmation was boolean-only state. Browser Back unmounts
the modal without closing it, so opening another sandbox re-opened it already
confirmed — against the wrong sandbox. Reset it where the draft guard already
handles the same history hazard.

RESOURCE_LIST_GRID kept an 8px column gap after the bleed moved onto the row,
so neighbouring cards overlapped by exactly the gutter and the right-hand card's
stretched hit area won it: clicking between two cards opened the wrong one.
Budget the gap for the bleed instead.

Also: restore the `group` the template-icon hover outlines depend on; add a
`flush` row for headings and overflow boxes; seed MemberAvatar identically on
every surface; keep the MCP transport label visible in all row states; give the
Delete chip a stable id so it doesn't remount mid-delete; and stop an empty
subtitle rendering a phantom line.

Docs: widen the rule's path globs to the surfaces it now governs, drop the
`text-[14px]` example that contradicted the token rule, and add a Mode C for
migrating rows onto the primitive.

* revert(settings): keep the dense member roster avatar

Consolidating the Teammates/Organization avatar onto the credential member
row's was a redesign, not a deduplication. The two encode different things:
the roster is a dense list keyed on email where the avatar is a 14px neutral
marker, while a member management row carries a name, an email, and a role
control and earns a 36px hashed avatar.

Merging them made those rows ~70% taller, gave every workspace in a permission
group a colour-hashed "avatar" seeded on its name, and cut the Add Members
picker from ~7 visible rows to ~5 inside its fixed-height box.

Restores both avatars and the containers that owned their bleed, and records
in the rule why they stay separate. Keeps only the unrelated fix in that area:
the picker row was the one settings row rounded at `sm`.

* fix(settings): wire flush, drop the lone skeleton, close review gaps

Final review round. Two fixes the previous commit claimed but did not land:
`CredentialDetailHeading` never passed `flush`, so every credential detail
heading wore list-row padding, and the empty-subtitle guard was never applied.
Both were scripted replacements that silently no-op'd.

RESOURCE_LIST_GRID also dropped to one column 32px earlier than the grid it
replaced — `auto-fit` measures tracks, not margin boxes, so widening the gap
for the rows' bleed moved the breakpoint. Track minimum now budgets for it.

Removes the BYOK skeleton rather than maintaining a second copy of the row: it
was the only skeleton in settings, and it had already desynced from the row it
imitates. Its peers render nothing while loading.

Also: unify the glyph-tile treatment across MCP/sandboxes/workflow-MCP with
custom tools; move decoration out of `trailing` in verified-domains and
recently-deleted; convert the last hand-rolled row and empty states in
workflow-MCP, api-keys, copilot and group-detail; give copilot's delete the
same `...` affordance as api-keys; announce the row description via
aria-describedby, which the stretched overlay had silenced; and let
SettingsField render its own value so callers stop restating type tokens.

Docs: correct claims that predate this PR — `aside` does not exist, the
navigation source of truth is under components/, beforeunload mounts in the
layouts, `getSettingsSectionMeta` takes two args — and stop asserting a
literal-pixel grep returns zero when display type legitimately uses it.
2026-08-03 09:28:05 -07:00
Waleed 2ccda18f3e test(files): collaborative agent-streaming coverage (two-writer, multi-editor, undo, persist round-trip) (#6199)
* test(files): two-writer concurrent-editing regression coverage for agent streaming

* test(files): multi-editor + undo + persist round-trip + late-joiner streaming integration coverage

* test(files): make full-rewrite two-writer test actually exercise the concurrent peer edit

* test(files): assert every peer edit lands (no false-green from a no-op peerInsertNear)
2026-08-02 19:21:18 -07:00
Waleed 5460133e07 fix(files): collapse blank-line runs to markdown standard (no empty-paragraph explosion / reflow) (#6198)
parseMarkdownToDoc now strips ALL top-level empty paragraphs (leading, interior, trailing),
not just trailing. A run of blank lines between blocks is insignificant in markdown
(CommonMark collapses it), but @tiptap/markdown reconstructs one empty paragraph per blank
line — which made the mounted editor render vertical gaps that exist nowhere else the file
is viewed (GitHub, download, our own static preview), let a pathological blank run explode
into thousands of empty nodes, and caused the visible reflow on open (static preview
collapses empty <p>; the live editor gives each a trailing-break line). Collapsing on parse
keeps normal one-blank-line spacing, matches every standard renderer, and stays idempotent
so the round-trip-safety probe still reaches a fixed point (files stay editable; existing
files normalize on next cold-open + save). Serializer is intentionally NOT changed — a
global blank-run collapse there would corrupt blank lines inside fenced code blocks.
2026-08-02 17:45:41 -07:00
Vikhyath Mondreti 746756d8a9 improvement(misc): settings organization, chat agent deploy request keys (#6195)
* improvement(misc): settings organization, chat agent deploy request keys

* fix subtitle

* adjust perms
2026-08-02 14:07:19 -07:00
Vikhyath Mondreti b8ec114382 improvement(chat): secrets mounting / exposure improvements and controls (#6191)
* fix(copilot): secrets injection into sandbox

* improvement(chat): secrets mounting / exposure improvements and controls

* fix(secrets): simplify copilot mounting flow

* test(secrets): preserve standard tool permissions

* fix(copilot): bind workflow tool completions

* fix(secrets): preserve own environment keys

* fix(copilot): release failed workflow claims

* fix(copilot): trust compacted workflow completion
2026-08-02 10:21:27 -07:00
Waleed 25e609167f fix(search): disambiguate tables and knowledge bases by folder (#6192)
* fix(search): disambiguate tables and knowledge bases by folder

The Cmd-K search modal listed tables and knowledge bases without the folder
breadcrumb workflows and files already showed, and the table, knowledge base,
and search-and-replace pickers in the workflow editor rendered bare names --
so two resources sharing a name in different folders were indistinguishable.

Extracts the disambiguation the workflow selector already did into shared
collectDuplicateNames + disambiguateLabelByFolder, and shares the search row's
folder breadcrumb and its memo comparator, which were duplicated between the
workflow and file rows.

Also routes folder text through filterAndCap's secondary-rank parameter rather
than concatenating it into the name, so an exact name match can no longer be
outranked by a folder that happens to fuzzy-match.

* fix(zoho-desk): use the real Zoho Desk mark on a white tile

The icon was a generic headset placeholder drawn in currentColor, so it never
resembled Zoho at all. Replaces it with the mark from Zoho's official logo --
wordmark stripped, viewBox set to the mark's own bounding box so it centers --
and moves the tile to white, matching the other brand-mark integrations.
2026-08-02 00:04:35 -07:00
Waleed f113b0bc24 fix(chat): show table and knowledge base folders in the resource menus (#6190)
Tables and knowledge bases gained folder support, but the chat attachment
menu and the embedded resource menu still listed them flat. Both now render
the same hierarchy the Tables and Knowledge pages show.

Unifies the two near-duplicate workflow/file tree builders into one shared
buildResourceFolderTree plus a spec-driven useResourceTreeSections, so all
four foldered families go through one code path. Items whose folder no
longer resolves now surface at the root instead of vanishing.
2026-08-01 23:03:36 -07:00
mzxchandraandWaleed Latif 87aeca6f0c feat(zoho-desk): add Zoho Desk integration (#6157)
* feat(zoho-desk): add Zoho Desk integration

Add a full Zoho Desk integration: tools, block, icon, and a webhook trigger.

Tools (tools/zoho_desk): list/get/update tickets, list/add comments,
list/get threads, get contact, list organizations, and download attachments
as UserFiles via an internal route. Registered in tools/registry.ts.

Block (blocks/blocks/zoho-desk.ts): operation dropdown, OAuth credential,
an organization selector backed by GET /organizations, per-operation fields,
and BlockMeta templates. Wires the Zoho Desk trigger.

OAuth (zoho-desk provider): authorize/token at accounts.zoho.com with
access_type=offline + prompt=consent; the Desk REST base is derived from the
token response api_domain and persisted so calls honor data residency instead
of assuming desk.zoho.com. Every call sends Authorization: Zoho-oauthtoken and
the orgId header.

Trigger + webhook handler (triggers/zoho_desk, lib/webhooks/providers/zoho-desk.ts):
Sim creates and tears down the Zoho Desk webhook subscription. Inbound events
are verified with JWT RS256 (X-ZDesk-JWT) against the data-center JWKS, ACKed
via the durable queue to meet Zoho's 5s deadline, and fail loudly on
Free/Standard editions that cannot create webhooks.

* fix(zoho-desk): OAuth PKCE, DC scope-marker parsing, SSRF, and e2e fixes

OAuth: forward code_verifier in the custom getToken (PKCE is enabled, so the
exchange must echo the verifier or Zoho rejects the request with invalid_request).
Surface Zoho's error/error_description, which it returns in the JSON body with
HTTP 200, instead of collapsing every failure into "no access token".

Data-center base parsing: better-auth persists Zoho's scopes comma-joined with no
spaces, so the greedy \S+ marker regex swallowed the whole scope list into the
host. Stop the capture at a comma or whitespace in both read sites (token route
and webhook handler), so apiDomain resolves to the real Desk host.

Attachment SSRF: replace the permissive host regex (which accepted attacker
domains like zoho.attacker.com) with a strict Zoho-apex suffix allowlist.

Block: guard Number() pagination so a non-numeric typo can't send NaN; add the
ignoreSourceId -> sourceId loop-guard header to update_ticket (matching add_comment).

Organizations route: surface fetch/Zoho failures with a real status instead of a
200 with an empty list, so the org selector no longer fails silently.

* fix(zoho-desk): webhook creation, attachment naming, and HTML content handling

Webhook trigger (verified end-to-end against a live Enterprise org):
- Omit ignoreSourceId; Zoho rejects a non-Zoho UUID with INVALID_DATA. Drop
  the generateId() fallback and its providerConfig persistence.
- Answer Zoho's create-time notification-URL probe via the existing pending
  webhook verification mechanism (GET/HEAD matchers) so subscription creation
  no longer 405s.
- mapZohoWebhookError now surfaces Zoho's real errorCode / message / field
  errors instead of a catch-all edition message, and attaches an HTTP status so
  4xx flow through NonRetryableDeploymentError while 429/5xx stay retryable.
- Propagate the real status through deploy.ts so failed creates don't retry-loop.

get_attachment polish:
- Return the downloaded file's name under `name` (ToolFileData key) instead of
  `filename`, and derive it (explicit -> Content-Disposition -> URL segment ->
  fallback) so attachments are no longer stored as "untitled".
- Gate the add_comment-only `contentType` param so it isn't sent to get_attachment.

HTML content handling (Zoho content fields emit raw HTML):
- Add a Zoho-local html-to-text converter mirroring the Outlook dual-field
  pattern: when contentType is 'html', derive a plain-text `contentText`
  alongside the untouched raw `content` + `contentType`; plainText mirrors.
- Apply to comments (list/add), threads (list/get), the ticket description
  (descriptionText), and the webhook trigger payload.

Trigger org selector: Organization is now a credential-scoped combobox that
lists the connected account's Zoho Desk organizations.

* fix(zoho-desk): review round - DC-base derivation, org-loader resilience, batched-event visibility

- deriveZohoDeskBaseFromApiDomain: preserve an already-regional desk.zoho.<tld>
  api_domain instead of falling back to the US (.com) data center, and map the
  DC TLD from any zoho(apis).<tld> host - keeps Desk calls in the right data
  center for residency.
- fetchZohoDeskOrganizationOptions: wrap the token/org fetch in try/catch and
  degrade to an empty list (the org field is a free-text combobox, so manual
  entry still works) instead of hard-failing the selector on token/DC/network
  errors.
- formatInput: warn (not silently drop) if Zoho ever delivers more than one
  event in a single payload.

* fix(zoho-desk): harden attachment download against redirect-based SSRF/token leak

Replace the raw fetch in the attachment route with secureFetchWithValidation
(the same guarded fetch the copilot file-download tool uses). The download URL
is user/LLM-influenced and Zoho may redirect, so auto-following redirects could
send the OAuth token / orgId to an untrusted or internal host. The guarded fetch
pins the resolved IP, blocks private/reserved targets on every hop, drops the
Authorization header if a redirect leaves the origin (stripAuthOnRedirect), and
enforces the 50MB cap while streaming. The strict Zoho apex allowlist still
gates the initial origin as defense in depth.

* fix(zoho-desk): only add the edition hint when Zoho's error indicates it

mapZohoWebhookError appended the "requires Professional edition or higher"
guidance to every 403, but a 403 can also mean a wrong org, a missing scope, or
a bad token. Gate the hint on Zoho's own errorCode / message matching the
permission/edition pattern instead of the bare status, so unrelated 403s surface
Zoho's real reason without the misleading suffix. Adds a test for the
non-edition 403 path.

* fix(zoho-desk): stop duplicating /api/v1 when resolving a relative attachment href

A relative attachment href that already starts with `api/v1` (as Zoho's hrefs
often do) was concatenated onto getZohoDeskApiBase (which ends in /api/v1),
producing `/api/v1/api/v1/...` and a failing download. Extract a tested
resolveZohoAttachmentUrl helper that uses absolute hrefs as-is and strips a
leading slash + `api/v1/` prefix from relative ones before joining, so the path
is correct for absolute, root-relative, and api/v1-prefixed hrefs alike.

* fix(zoho-desk): reject an empty update_ticket PATCH with a clear error

update_ticket built its PATCH body from optional fields via filterUndefined, so
a call with no fields set sent `{}` and surfaced an opaque Zoho failure. Guard
the body builder to throw an actionable "provide at least one field" error
before the request. Adds a test for the empty and populated body paths.

* fix(zoho-desk): fall back to the credential Desk domain in webhook JWT verify

verifyAuth chose the JWKS host from providerConfig.apiDomain and otherwise
defaulted to the US host (desk.zoho.com), so a non-US webhook row missing
apiDomain would verify against the wrong JWKS and reject legitimate events. When
apiDomain is absent, resolve it from the OAuth credential's __zoho_domain__ scope
marker (mirroring deleteSubscription). The persisted-apiDomain fast path stays
DB-free to respect the 5s delivery deadline. Adds tests for both paths.

* fix(zoho-desk): apply the Zoho host allowlist to the organizations route

The organizations route built its URL from the client-supplied apiDomain and
attached the OAuth token without the https-Zoho-host allowlist the attachment
route already enforced, so a session-access caller could point the server at an
arbitrary origin and leak the token. Extract the shared isZohoHost allowlist and
an assertZohoUrl guard into tools/zoho_desk/utils (two consumers now), guard the
organizations URL before fetching, and refactor the attachment route to reuse
the shared helper. Adds tests for the allowlist and guard.

* fix(zoho-desk): propagate provider 4xx in the stable webhook prepare path

The v2 stable deploy preparation flattened every registration failure (except
path conflicts) to HTTP 500, so a provider-attached permanent 4xx - e.g. Zoho's
edition/validation failures from createSubscription - retried instead of failing
the deploy terminally. Propagate the attached status (`?? 500`), matching the
legacy save path's status-aware mapping so both deploy paths route 4xx through
NonRetryableDeploymentError.

* fix(zoho-desk): make createSubscription config failures non-retryable

createSubscription threw plain Errors (no status) for missing orgId, event type,
or credentials, and for a Zoho success with no webhook id - so the deploy outbox
mapped them to 500 and retried permanent configuration failures. Attach a 4xx
via statusError (400 for missing config/credentials; 422 for the no-id anomaly,
where a retry risks duplicate webhooks) so they fail the deploy terminally like
the mapped Zoho API 4xx responses. Tests assert the 400 status on the guard paths.

* fix(zoho-desk): enrich prevState with contentText symmetrically with payload

formatInput derived plain-text contentText only on payload, so an update event
for a comment/thread left prevState as raw HTML while payload carried
contentText - inconsistent shapes for before/after comparisons. Apply
withDerivedContentText to prevState too. Test asserts both are enriched.

* docs(zoho-desk): regenerate integration docs

Regenerate zoho_desk.mdx from the current tool definitions: removes the stale
add_comment `ignoreSourceId` input row (the field was dropped because Zoho
rejects arbitrary values) and adds the derived `contentText` / `descriptionText`
plain-text fields on comments, threads, and tickets.

* fix(zoho-desk): validate the persisted Desk base against the strict host allowlist

deriveZohoDeskBaseFromApiDomain trusted any host matching `desk.zoho.[a-z.]+`,
so a crafted api_domain like `desk.zoho.com.attacker.com` passed and was
persisted as the credential's `__zoho_domain__` REST base - later receiving the
OAuth token on every Desk tool/webhook call. Gate the derivation on the strict
isZohoHost apex allowlist (which rejects that lookalike), extracted with
assertZohoUrl into a dependency-free host-allowlist module so the auth
token-exchange path validates hosts without pulling in the tool utilities. The
attachment and organizations routes now import the shared guard from there.

Also: formatInput now emits the normalized null trigger shape for an empty/
malformed event array instead of leaking a raw `[]` to downstream steps. Tests
cover the empty-array shape and the lookalike-host rejection.

* fix(zoho-desk): correct API field names, scopes, and host validation

Validation pass against Zoho's published Desk API surfaced six defects that
typecheck, lint, and the existing suite all passed over, because each one fails
silently against the live API rather than erroring.

Wire-name mismatches (Zoho ignores unknown keys, so all three were silent):
- update_ticket sent `customFields`; the ticket PATCH body names it `cf`.
  `customFields` exists only as a deprecated alias on other Desk resources and
  on the separate validate-field-updates endpoint, so updates reported success
  and applied nothing.
- ZOHO_DESK_TICKET_PROPERTIES and ZOHO_DESK_CONTACT_PROPERTIES advertised a
  `customFields` output; both resources return `cf`. The declared field always
  resolved undefined and the real one was undeclared.
- list_tickets sent `departmentId`; the query param is `departmentIds`, so the
  department filter was dropped and every department's tickets came back.

Content handling:
- deriveZohoContentText matched `contentType === 'html'`, but Zoho spells the
  discriminator per resource: comments use `html`, threads use the MIME form
  `text/html`. Every thread's `contentText` was therefore raw markup - the exact
  opposite of the field's purpose. Now normalized across both spellings,
  parameterized values, and casing, with regression tests.

Scopes (least privilege):
- Desk.tickets.ALL -> Desk.tickets.READ + Desk.tickets.UPDATE. No tool creates
  or deletes a ticket; ALL additionally granted ticket DELETE.
- Dropped Desk.search.READ (no search tool exists) and Desk.webhooks.READ /
  .UPDATE (the provider only creates and deletes), plus their orphaned
  SCOPE_DESCRIPTIONS entries.

Host validation - the webhook provider was the only token-carrying path not
anchored to the Zoho apex allowlist, including the JWKS fetch, where an
unrecognized host would have stood in as the JWT issuer:
- createSubscription, deleteSubscription, and verifyAuth now route their base
  through a shared allowlist check.
- getZohoDeskApiBase validates rather than trusting injection precedence.
- The organizations route uses secureFetchWithValidation with
  stripAuthOnRedirect, matching the attachment route it had diverged from.

Block and trigger:
- The trigger's department field is renamed `triggerDepartmentIds`; sharing the
  `departmentIds` id let a value typed as a list_tickets filter become the
  webhook subscription's filter when switching modes.
- `isPublic` no longer serializes onto all ten operations, matching the existing
  gating for `contentType`.
- from/limit reject negatives and fractions instead of forwarding them.
- update_ticket gains description, resolution, and classification (all already
  declared as outputs), and a departmentId input so a ticket can be moved.

Accuracy corrections to user-facing text, all against the published parameter
tables: `from` is 0-based (0-4999, default 0), not 1-based; per-endpoint limits
are tickets 1-100/10, comments 1-100/50, threads 1-200/100; sortBy lists Zoho's
actual allowed values; the two `include` sets genuinely differ per endpoint;
status and priority accept comma-separated lists.

Also: path IDs are trimmed via requireZohoDeskId so a pasted trailing space
fails with a clear message instead of a %20 404; comment `commenter` and thread
`status`/`isDescriptionThread`/`visibility`/`canReply` are now declared;
ZOHO_CLIENT_ID/SECRET added to the oauth test env; docs page gains a
MANUAL-CONTENT intro covering capabilities, the Professional-edition webhook
requirement, and the US-data-center limitation.

Not verified from documentation, needs a live account before merge:
- the OAuth scope for the attachment content sub-path (Zoho publishes none, and
  there is an unanswered SCOPE_MISMATCH report against it)
- 12 of the 17 offered webhook event ids (5 are confirmed); Ticket_Delete is
  documented but not offered
- the ticket `descriptionContentType` key, and the POST /api/v1/webhooks body
  shape, neither of which appears in any reachable Zoho reference

* chore(zoho-desk): regenerate tool metadata

The param and description corrections in the previous commit changed the
generated tool surface, so tool-metadata:check failed in CI. Regenerated;
the diff is two Zoho-only lines.

* fix(zoho-desk): stop posting null for untouched update_ticket fields

`filterUndefined` strips only `undefined`, but an untouched subBlock never
arrives as `undefined`: the workflow serializer initializes every subBlock value
to `null` (stores/workflows/utils.ts) and extractBlockParams writes those nulls
straight into tool params, with nothing between the serializer and request.body
filtering them.

Reproduced against the real serializer and block with only `status` set:

  basic     {"subject":null,"status":"Closed"}
  advanced  {"subject":null,"status":"Closed","priority":null,...,"cf":null}

`subject` leaks even in basic mode because it declares no `mode`, so
shouldSerializeSubBlock never drops it. Zoho documents subject as a writable
field, so every status-only edit either failed the PATCH or blanked the ticket's
subject; in advanced mode the whole update surface nulled out, including `cf`.

Two things hid this. The empty-PATCH guard was unreachable from the block (the
body always carried at least `subject`), and the existing test called buildBody
with fields *absent* rather than null - the shape the block never produces - so
it could not fail on the real path.

Replaces filterUndefined with a local omitUnset that drops undefined, null, and
'' (a cleared input means "leave unchanged", not "set to empty"). Adds three
tests using the real serializer shape, all verified to fail before the fix.

Also fixes the same null-blindness in the block's param mapping, where
Number(null) === 0 injected from=0 on every operation, and corrects the shared
limit placeholder, which claimed max 100 while list_threads allows 200.

* feat(zoho-desk): add Self Client service-account credential

Adds a second way to connect Zoho Desk, alongside the interactive OAuth flow: a
Zoho Self Client, pasted as client id + client secret + organization id. Built
on the existing client-credential-accounts framework rather than a new credential
path, so it behaves like the Zoom Server-to-Server and Box CCG accounts already
in the repo - a short-lived token minted on demand, no refresh token.

Two Zoho behaviors the generic framework does not cover:
- `scope` must be COMMA-separated on Zoho's token endpoint; a space-separated
  list is rejected as an invalid scope. The list comes from
  getCanonicalScopesForProvider('zoho-desk'), so the Self Client and the OAuth
  flow can never drift apart on scopes.
- Zoho reports OAuth failures in the JSON body, frequently with HTTP 200
  (e.g. {"error":"invalid_client"}), so the success body is inspected for an
  `error` field before the token is read - a status-only check would accept a
  failed mint.

deriveZohoDeskBaseFromApiDomain moves out of auth.ts into the dependency-free
host-allowlist module so the minter and the OAuth path share one derivation
instead of duplicating it, and the mint response's api_domain now flows through
to tools as `apiDomain` (the SA branch of the token route previously returned
none, so SA calls would have assumed desk.zoho.com).

Docs: hand-authored zoho-desk-service-account.mdx following the existing
*-service-account.mdx pages, registered in meta.json and in the generator's
keep-list so stale-page cleanup does not delete it.

Known limitation, documented in the descriptor helpText and the docs page:
webhook triggers still require an OAuth connection. Webhook provisioning resolves
credentials through getCredentialOwner/refreshAccessTokenIfNeeded, which is
OAuth-account-only for every provider in the repo - not a Zoho-specific gap.

Unverified from documentation, needs a live Zoho org before merge:
- the `ZohoDesk.` soid prefix. Zoho documents only the syntax
  {servicename}.{zsoid} with a single CRM example; no first-party doc states the
  Desk prefix. normalizeZohoDeskSoid passes through any value already containing
  a '.', so an operator can paste a corrected full soid without a code change.
- whether zsoid is the same identifier as the Desk orgId header value.
- whether the client-credentials endpoint accepts Desk.webhooks.CREATE/DELETE
  for a Self Client.
- whether the mint response populates api_domain for Desk (documented for CRM);
  if absent the derivation falls back to the US Desk host.

* fix(zoho-desk): derive descriptionText for ticket-shaped payloads

Cursor Bugbot: webhook ticket events reached workflows as raw HTML with no
plain-text sibling. `withDerivedContentText` only looked at `content` /
`contentType`, but ticket resources carry their body on `description` /
`descriptionContentType`, so trigger output disagreed with get_ticket.

The helper now derives both, which also removed two inconsistencies on the tool
side: get_ticket had its own inline copy of the derivation (now one shared
implementation that cannot drift), and update_ticket returned its PATCH response
raw despite the shared output map declaring descriptionText.

`descriptionContentType` remains the one field name unconfirmed in any Zoho
reference. It degrades safely - an absent key makes deriveZohoContentText return
the value unchanged, so descriptionText mirrors description rather than breaking,
exactly as get_ticket already behaved - and it is now one helper to correct if
Zoho names it differently.

* feat(zoho-desk): let the service account pick its data center

Zoho's accounts server is per region, and the integration pinned every call to
the US host. For the interactive OAuth flow that is currently unavoidable -
better-auth's authorize/token URLs are static per provider - but the service
account mints its own token, so the region can simply be chosen. This makes the
Self Client the only way a non-US Zoho org can connect.

Adds an optional `dataCenter` field to the client-credential framework. Optional
matters: ClientCredentialAccountFieldId and ClientCredentialAccountFields are
shared with Zoom, Box and Salesforce, whose descriptors and minters are
unchanged. Blank keeps the previous behavior (US), so existing credentials are
unaffected.

Only us/eu/in/au are offered - the four regions where both the accounts server
and the Desk REST host are confirmed. CA is deliberately absent: Zoho's accounts
docs say accounts.zohocloud.ca while Zoho's own Desk SDK says accounts.zoho.ca,
and the two cannot both be right. JP/SA/CN/UK lack a confirmed Desk host.

The Desk base is now derived from the selected region rather than inferred from
the mint response, which also removes a dependency on `api_domain` being
populated for Desk (Zoho documents it for CRM only). When `api_domain` IS present
and disagrees with the region, it wins - it is authoritative about where the
token actually works - and the mismatch is logged so a mis-selected region is
diagnosable. deriveZohoDeskBaseFromApiDomain gains a `try` variant returning
undefined so an untrusted api_domain can no longer masquerade as an authoritative
US answer and silently override a correct region.

A wrong region fails loudly rather than silently: the minter runs as verification
on both create and reconnect, so the credential is never persisted in a broken
state. Because Zoho reports it as `invalid_client` - a Self Client only exists on
its own region's accounts server - the operator hint for that code now names the
data center as a candidate cause.

Copy is scoped per path rather than blanket "US only": the OAuth service
description, trigger setup instructions, and the docs intro now say which path
each limitation applies to, and the service-account page documents the four
regions with a sign-in-domain to region-code table.

* fix(zoho-desk): strip ticket description HTML, classify body-reported refresh failures

Final validation pass findings.

descriptionText never stripped anything. It was gated on a
`descriptionContentType` discriminator that Zoho does not send: the Ticket_Add
webhook sample ships `"description": "<div>Description</div>"` with no such key,
and the ticket GET/PATCH response field lists have no content-type sibling
either. So get_ticket, update_ticket, and every webhook ticket payload emitted
descriptionText as a byte-identical copy of the raw HTML, while the declared
output promised stripped text.

The tests did not catch it because they fabricated the shape - both fixtures
constructed `descriptionContentType: 'html'`, a key Zoho never emits, proving the
branch works without proving it is ever taken. Ticket descriptions are HTML by
convention, so the strip is now unconditional (html-to-text is a near-identity on
genuinely plain text), an explicit descriptionContentType is still honored if
Zoho ever adds one, and the fixtures now use Zoho's real shape with no
content-type key anywhere.

A body-reported refresh failure was unclassified. Zoho answers a revoked refresh
token with HTTP 200 and `{"error":"invalid_client"}`; refreshOAuthToken only
checked `data.ok === false` (a Slack-ism), so the request fell through to the
"no access token" guard and returned no errorCode. isTerminalRefreshError could
therefore never recognize invalid_client as terminal, the credential was never
marked dead, and every later execution retried a refresh that cannot succeed -
with the user shown "No access token in refresh response" instead of a reconnect
prompt. The body is now classified before the status is trusted, matching what
the token exchange and the service-account mint already did. That guard also
stopped logging the whole response body, which carries live tokens on a partial
success.

Also: an unrecognized dataCenter now fails with a named error instead of quietly
resolving to US and surfacing as an opaque invalid_client (blank still means US);
the webhook JWKS cache is bounded, since its key derives from a providerConfig
field that SYSTEM_MANAGED_FIELDS protects from diffing but not from being
written; and the attachment `size` output no longer asserts bytes, a unit Zoho
documents as KB.

* feat(zoho-desk): canonical selectors and BlockMeta skills

The block picked its organization with an ad-hoc `combobox` + `fetchOptions`.
Only five blocks in the repo did that, and the other four are core blocks
(agent/credential/function/logs) - no other OAuth integration used it. Every
other resource a user has to identify was a bare short-input taking an opaque
numeric id.

Zoho Desk now uses the same machinery as the other 25 selector providers:
hooks/selectors/providers/zoho-desk/selectors.ts registered in the selector
registry, consumed from the block as basic selector + advanced manual input
sharing one canonicalParamId, for organization, update-ticket department, and
the list-tickets department filter. The trigger's org field moves to the same
selector. zoho-desk-org-options.ts is deleted rather than left beside the new
path, so blocks/ has zero fetchOptions usages outside the core blocks.

Wire params are unchanged (orgId, departmentId, departmentIds, assigneeId,
ticketId, contactId) - this is a UI change, not an API change.

The organizations route now resolves the credential server-side. It previously
had the browser fetch an access token and POST it back, which an earlier audit
flagged as the one place a Zoho token left the server; the new selector-credential
resolver keeps it server-side for both the OAuth and service-account credential
types and re-anchors every outbound host to the Zoho apex allowlist.

No agents selector: the endpoint is documented but its OAuth scope is not, and
the nearest evidence points at Desk.agents.READ, which we do not request. Adding
it would force every existing Zoho Desk user to reconnect for a convenience
field, so assigneeId stays a manual input until the scope can be confirmed
against a live org.

Adds the skills array BlockMeta was missing - 227 of 300 blocks declare one and
this did not. Seven skills, each grounded in a use case Zoho or the ecosystem
actually advertises (auto-triage, SLA escalation, digest, AI draft reply,
customer context, engineering handoff, knowledge-gap report) and each exercising
only tools in tools.access. CSAT surveys, ticket creation, dedup and keyword
search were deliberately left out: the integration has no tool for them, and a
skill implying an unsupported action is worse than a shorter list.

* feat(zoho-desk): agents selector and free-text trigger organization

Three improvements that were previously deferred only to avoid forcing existing
users to reconnect or orphaning saved workflows. This integration is unmerged and
has no users, so the constraint does not apply and the better option wins.

assigneeId was the last field still asking for an opaque numeric id. It is now a
canonical selector pair backed by a new zoho_desk.agents selector, which required
adding the Desk.agents.READ scope - the reason it was skipped before. Route
follows the departments one exactly: auth before parseRequest, host anchored to
the Zoho apex allowlist, secureFetchWithValidation with stripAuthOnRedirect, and
a page drain capped at 20 pages with 204 treated as end-of-list.

Scope caveat: Zoho publishes no explicit scope line for the list-all
GET /api/v1/agents. Every other endpoint in the Agents module documents
Desk.agents.READ (get by id, get by email, roles/{id}/agents), and it is the only
agents-module scope Zoho defines, so that is the basis. Inference across a module
rather than a direct quote - worth one live call before merge, same as the
existing attachment-scope note.

The trigger regained free-text organization entry, lost when the org field became
a selector. The earlier concern - that a manual value would land under its raw
subBlock id and never reach the provider - turned out not to hold: buildProviderConfig
already collapses canonical pairs and writes the active member under the canonical
key. The real gap is narrower and does exist: when canonicalModes pins the group
to basic while only the manual field has a value, the collapse deletes the
canonical key even though the required-field check passes, so the deploy succeeds
and then fails at subscription time. resolveConfigOrgId closes that, with a test.

The block/trigger `orgId` id overlap stays shared, now with a comment. Two earlier
audits disagreed; renaming turns out to be the wrong call. buildCanonicalIndex has
an explicit guard for trigger-mode reuse and blocks.test.ts codifies it as a valid
pattern, orgId means the same portal in both modes (unlike departmentIds, which is
correctly distinct), and a separate triggerManualOrgId would put two advanced
members in one canonical group - getCanonicalValues takes the first non-empty, so
a stale tool-mode value could silently supply the trigger's organization.

* fix(zoho-desk): make the attachment cap reachable, unbreak selector paging

Final audit round.

The 50 MB attachment ceiling could never be hit. This route returns the file as
base64 inside its JSON body, and the executor reads internal tool responses
through readToolResponseBody, capped at 10 MB. Base64 inflates 4/3, so ~7.5 MB
of raw bytes is the real ceiling - and the old limit meant a larger attachment
was downloaded, encoded and serialized in full (peaking near 250 MB of live
allocation, with nothing bounding concurrent downloads) purely to be rejected
afterwards. The cap is now the reachable size, so the limit enforces itself while
the bytes are still streaming, and an overflow returns 413 with the actual
ceiling instead of a generic 500. Raising it properly means uploading in the
route and returning a file reference, as the WhatsApp media route does - not a
bigger constant.

Selector paging assumed a 0-based `from`. Zoho's docs contradict themselves:
the pagination section says "range 0-4999, default 0" while the listing examples
read as 1-based ("from=5 and limit=50 retrieves records 5 to 54"). Under the
1-based reading, stepping by exactly the page size re-fetches the boundary record
and the dropdown shows a duplicate per page. Rather than pick a base that cannot
be confirmed without a live tenant, the department and agent drains dedupe by id,
which is correct under either reading.

The organization list was unpaginated, and Zoho's listing APIs default to ten per
page. An account with more accessible portals silently got a truncated dropdown,
and since every other selector and every tool call is gated on orgId, a missing
portal was unreachable except through the advanced manual field. Both the
selector route and list_organizations now request the documented maximum.

Docs: regenerated so the trigger table includes manualOrgId, and two
service-account claims are hedged to match what the code already says it cannot
verify - that zsoid equals the Desk orgId header value, and that every tool works
under the requested scopes (Zoho publishes no scope for the attachment content
sub-path).

Also: status and priority move out of advanced mode - they are the fields most
often changed on a ticket update; the custom-fields wand prompt now ends with the
required "Return ONLY" clause; and the shared-orgId rationale comment cites the
mechanism that actually applies (buildCanonicalIndex dedupe plus the first-non-
empty rule in getCanonicalValues) rather than a blocks.test.ts branch that never
evaluates this pair.

* fix(zoho-desk): five-audit round - serializer trigger-advanced leak, scopes, paging

Five independent audits (OAuth/scopes, tools-vs-docs, block/selectors,
blast-radius, /validate-trigger). Findings, most severe first.

A trigger-mode field was a live tool-mode required param. `shouldSerializeSubBlock`
excluded `mode: 'trigger'` but not `'trigger-advanced'`, so the trigger's required
`manualOrgId` validated on every tool operation. Reproduced against the real
serializer: with the Organization field pinned to advanced, running
List Organizations failed with "Missing required fields: Organization ID" - a
field that operation does not even render, and which the user could not clear
without switching operations. Fixed in the serializer rather than locally,
because the Google Sheets/Drive/Calendar pollers have the identical shape.

`limit=200` on /organizations was an undocumented parameter I added by
extrapolating from /departments and /agents. Zoho documents NO parameters for
that endpoint and its sample is a bare GET; the other siblings cap at 100 and
Zoho answers out-of-range with 422. Since orgId gates every tool and both other
selectors, a 422 there would have made the whole integration unreachable. Reverted
to Zoho's documented shape.

`descriptionText` was HTML-stripping plain text. The previous round made the strip
unconditional after finding Zoho sends no `descriptionContentType`, but Zoho's REST
samples show plain descriptions while only the webhook payload is HTML - and the
webhook path runs this over contact/account/department bodies too. html-to-text is
not identity on plain text: it decodes entities and deletes tag-shaped content
("a < b > c", XML snippets). Now sniffs for markup first.

`omitUnset` made every documented field-clear impossible. Zoho's own PATCH sample
uses `"classification": ""` and `"productId": ""` to clear. Dropping `''` meant no
scalar field could be cleared. Now drops only undefined/null - the serializer-null
case it was written for - and forwards `''`.

status/priority leaked between operations. One shared subBlock served both the
list_tickets filter and the update_ticket value, and subBlock values survive an
operation switch, so a filter of "Open,On Hold" could be PATCHed onto a ticket and
an update value could silently filter a later list. Split per operation.

Auth: `invalid_code` added to TERMINAL_ERRORS - it is Zoho's code for a revoked
refresh token, so without it the previous round's refresh fix never actually
dead-flagged the credential it was written for. The shared refresh body-error
branch now also requires `!data.access_token`, so no provider can have a
successful refresh misclassified. The token route now uses the validating
`extractZohoDeskBaseFromScope` instead of a private regex with no https/allowlist
check - that value is injected into every tool call. Scope list falls back to the
requested scopes when Zoho omits `scope`, which would otherwise flag every
credential as needing reconnect. The Self Client mint no longer sends
`aaaserver.profile.READ`, a scope that grant never uses.

Trigger: `includePrevState` now set for every *_Update event, not just tickets -
it defaults to false, so prevState was permanently null for contact/agent/task/
article updates while the trigger advertised it. `departmentIds` is only sent for
events Zoho documents as accepting it, and the field is conditioned accordingly.
Empty filters serialize as `null`, matching Zoho's examples, rather than `{}`.
JWKS fetch bounded to 1.5s - jose's default is 5000ms, exactly Zoho's whole
delivery deadline, and Zoho publishes no retry. The create-time validation POST
fallback is now matched by the pending-verification probe. Ticket_Delete added.

All 17 webhook event ids, the POST /api/v1/webhooks body contract, and the JWT
claim/JWKS specifics are now confirmed verbatim against Zoho's webhook
documentation - previously 12 of 17 events and the entire subscription contract
were unverified.

* revert(zoho-desk): back out both shared lib/oauth changes

Reverting two changes to shared OAuth code because their premise is inferred
rather than proven, and neither meets the bar for touching a path every provider
runs.

`refreshOAuthToken` body-error branch. The premise was that Zoho reports refresh
failures with HTTP 200 and an `error` body. That is documented and empirically
confirmed for the authorization-code EXCHANGE (see the comment on getToken in
auth.ts), but I never confirmed it for the REFRESH grant specifically - and if
Zoho returns a proper 4xx there, the existing `!response.ok` path already
classifies it via extractErrorCode, making the branch dead code that every one
of the ~34 providers still executes on each refresh. A shared branch whose only
justification is an unverified inference about one provider is not worth its
blast radius.

`invalid_code` in TERMINAL_ERRORS. Same problem, worse downside: the code is
sourced from a Zoho community post rather than official docs, TERMINAL_ERRORS is
consulted for every provider, and a false positive marks a credential dead for an
hour. Not adding it simply preserves today's behavior (retry rather than
dead-flag), so reverting costs nothing that was previously working.

Both are cheap to reinstate, correctly scoped, once a live Zoho account shows
what a revoked refresh token actually returns.

Kept: the token-redaction on the "no access token" warn, which is an unambiguous
improvement independent of Zoho.

Also kept, deliberately, is the serializer `trigger-advanced` exclusion - that one
rests on a reproduced bug rather than an inference, and it aligns the serializer
with the convention the rest of the codebase already follows (blocks.test.ts
treats `trigger` and `trigger-advanced` identically in six places, as does the
copilot block-metadata tool, and blocks/types.ts documents trigger-advanced as
"the advanced side of a trigger field").

* fix(zoho-desk): carry the stored data center through a credential reconnect

A reconnect rebuilds the service-account secret blob from the submitted fields
only, and the connect modal never prefills - correctly, since for every other
field in this family the stored value is a secret the admin must retype. The
data center is the first non-secret member of that set, so it was being silently
dropped: rotating a client secret on an EU/IN/AU credential moved it back to the
US accounts server, where the next mint fails with an opaque invalid_client.

performUpdateCredential now reads the stored dataCenter out of the existing blob
when the caller does not supply one. The read is failure-tolerant - an
undecryptable or unparseable blob yields undefined rather than throwing, so it
can never block a reconnect, and the provider default applies as before.

Raised independently by three reviewers; I twice argued it was acceptable because
the mint fails loudly rather than corrupting silently. That was true and beside
the point - the operator still had to guess why.

* fix(zoho-desk): delta-audit findings - prevState scope, status leak, HTML sniffer

An audit of the commits the earlier five audits never saw. All four findings are
in code written as fixes for those audits, which is where this branch has
repeatedly introduced new problems.

`includePrevState` was sent for Ticket_Comment_Update. The previous commit gated
it on an `_Update` suffix and claimed Zoho supports it on every update event.
Zoho's webhook doc lists the attribute on Ticket/Contact/Agent/Task/Article update
events but NOT on Ticket_Comment_Update, which documents only `departmentIds`.
That made it an undocumented filter key on a live subscription create - the same
class of risk the same commit reverted `limit=200` for, so it failed that commit's
own stated bar. Now an explicit set rather than a suffix rule.

The status/priority split did not stop the leak it was written for. The mapping
used `operation === 'list_tickets' ? filterValue : updateValue`, whose bare else
covers all eight other operations - so a stale Update Ticket status was forwarded
into get_ticket, list_comments and the rest. Harmless on the wire (those tools
ignore it) but exactly the stale-value pattern the neighbouring gates exist to
prevent. Both fields are now scoped to the two operations that declare them.

The HTML sniffer destroyed plain text. `/<[a-z!\/][^>]*>/` fires on any `<`
followed by a letter with a later `>`, so realistic ticket bodies lost content:
"if x<y then z>0" became "if x0", and "replace <username> with the real name"
lost the placeholder. It now requires a real element - a paired tag, a
self-closing tag, a comment/doctype - or an entity, and the entity arm covers hex
references it previously missed. Regression tests verified by reverting to the
loose pattern and watching them go red.

The reconnect data-center carry-forward is scoped to client-credential providers.
As written it added a DB read plus a decrypt to every service-account reconnect
for every provider - Slack, Atlassian, all token-paste providers - to carry a
field only Zoho has.

Also: the JWKS cache-bound TSDoc had been orphaned onto the wrong constant by an
earlier insertion, and `cooldownDuration` was dropped since it restated jose's
default while only `timeoutDuration` needed justifying.

* test(zoho-desk): cover the webhook subscription filter rules

The subscription filter logic had no test coverage at all, and it is where the
last two rounds both found bugs - includePrevState on an event Zoho does not
document it for, and departmentIds sent to events that accept no filters.

Adds six cases against the real createSubscription: includePrevState is set for
each of the five documented update events and NOT for Ticket_Comment_Update,
departmentIds is kept for a filterable event and dropped for one that is not, and
an event with no filters serializes as null rather than an empty object.

Verified the guard bites: reverting PREV_STATE_EVENTS to the `endsWith('_Update')`
rule turns the Ticket_Comment_Update case red.

The Ticket_Comment_Update assertion checks the with-departments case as well as
the bare one - asserting only `not.toHaveProperty` on the bare filter would pass
vacuously, since that filter is legitimately null.

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-01 21:55:00 -07:00
Waleed 69289d26e7 fix(execution): stop run-buffer failures from stranding resumed executions (#6187)
* fix(resume): stop a failed run-buffer publish from stranding a resumed execution

The run buffer is a replay convenience for stream readers; the durable
execution record is authoritative. A failed terminal event publish was
deciding the outcome of work that had already run: it threw, the resume
was marked failed, and the paused execution was left paused forever.

That path is also not retryable — the workflow had already executed — so
the next resume attempt re-ran its side effects.

Degrade instead. Record the terminal status on the stream meta so readers
are not left polling an 'active' stream, log the failure, and let the
resume settle on its real result. The same treatment applies when the
terminal event is never published at all, which previously synthesized an
error for the same stranding effect.

Removes the now-unreachable TERMINAL_PUBLISH_ERROR constant and its
branch. Pre-execution buffer failures stay fatal and retryable, since no
work has happened yet.

* fix(execution): give per-user Redis budget keys a fixed window

The per-user byte budget refreshed its TTL on every accepted write, so for
any user who never went a full TTL without writing, the key never expired.
The per-execution data it accounted for kept expiring underneath it, so the
counter accrued bytes Redis had already dropped and drifted toward the
ceiling. On reaching it, every subsequent write for that user was rejected
until they stopped writing for a full TTL — and since a rejected write does
not refresh the TTL, it recovered on its own and then refilled.

User keys now get a fixed window: the TTL is set when the key is created and
never extended. Applied to all five Lua scripts that touch the key so the
writers cannot drift apart. Execution-scoped keys keep sliding — they are
refreshed on the same schedule as the data they account for, so their
counter and bytes stay in step.

* fix(execution): heal a user budget key that somehow has no expiry

The no-op branch of the flush script dropped the user-key EXPIRE outright
rather than guarding it like every other site. No current path can create
the key without an expiry, but if one ever did, that branch was the one
place that would never give it one — and a user counter with no expiry is
the unbounded version of the bug this series fixes.

Guard it instead, so the branch heals such a key rather than skipping it,
and so all five scripts read the same way.

* fix(stream): end a replay cleanly when terminal metadata has no terminal event

Terminal metadata is the authoritative end-of-run signal — the happy path
writes it atomically with the terminal event, and a run whose terminal
event could not be buffered records the status on its own. The reader
required both, so the degraded case threw and turned a replay that was
merely incomplete into a broken one.

Metadata without a matching event means the buffer degraded, not that the
run is still going. Log it and close the stream: the reader has already
received every event that was buffered, and the durable record is
unaffected either way.
2026-08-01 21:44:18 -07:00
13772565a3 fix(chat): show deployment passwords to admins (#6177)
* fix(chat): show deployment passwords to admins

* fix(chat): reject whitespace-only passwords

* fix(chat): preserve password visibility on regenerate

* fix(chat): harden password reveal and close deployment lockout paths

Follow-ups from a security review of the password reveal endpoint. The
permission model itself was correct — the reveal is gated on workspace
admin via the canonical resolver, so derived org-admin access is honored.
These address secret handling and validation around it.

- Cap set-path passwords at the same 1024 chars the chat login accepts.
  Neither the input nor the schema bounded length, so a longer password
  saved fine and then failed the login POST on length before auth ran,
  locking every visitor out permanently.
- Discard the revealed password when the field is hidden. It previously
  stayed in state and in the input's DOM value with Copy still armed, so
  the field read as hidden while still handing out the plaintext.
- Evict the decrypted password from the mutation cache on unmount, and
  correct the TSDoc claiming it was never retained — it sat in the
  MutationCache for the default five minutes after the modal closed.
- Validate the password inside performChatDeploy, the writer both callers
  must use. The copilot deploy_chat tool bypasses the route contract and
  could still store a whitespace-only or over-long password, or create a
  password-protected chat with no password at all.
- Stop echoing raw decryption errors from the reveal endpoint.
- Only persist a new password when the chat ends up password-protected;
  PATCH { authType: 'email', password } used to re-arm the secret that the
  auth-type branch had just cleared.

Also replaces the hand-rolled copy state with useCopyToClipboard, which
fixes an unawaited clipboard write that surfaced as an unhandled rejection
and a "Copied" confirmation shown even when the write failed.

Co-Authored-By: Claude <noreply@anthropic.com>

* fix(chat): correct password-change confirmation gate and stale reveal error

Addresses both open Bugbot findings.

- shouldConfirmPasswordChange keyed on "a chat exists" rather than "a password
  exists", so switching a public chat to password protection for the first time
  asked the admin to confirm changing a password that was never set. It now
  takes the existing-password signal the component already computes.
- A failed reveal left "Failed to load the current password" on screen while the
  admin typed or generated a replacement, because the mutation only drops its
  error on the next attempt. Editing or regenerating now resets it.

Co-Authored-By: Claude <noreply@anthropic.com>

---------

Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
Co-authored-by: Claude <noreply@anthropic.com>
2026-08-01 20:06:54 -07:00
Waleed 797f781855 chore(deps): bump @opentelemetry/core to 2.8.0 for CVE-2026-54285 (#6182)
W3CBaggagePropagator.extract() had no size limits on inbound baggage headers. Bumps the OTel core packages to 2.8.0 and the exporter/sdk-node packages to 0.219.0, which pin core 2.8.0 so no vulnerable copy is nested under them.
2026-08-01 19:19:07 -07:00
Waleed a76b928771 fix(security): bind copilot chat attachment keys to their owner (#6179)
* fix(security): bind copilot chat attachment keys to their owner

`POST /api/copilot/chat` accepted a client-supplied `fileAttachments[].key`
and passed it straight into `trackChatUpload`, which wrote it into the
`workspace_files` ownership binding with no permission check and no
key-ownership validation. That binding is what `verifyFileAccess` and the
Files feature resolve authorization from, so any workspace member —
including read-only — could hand in another member's key and have their
file re-parented to a private chat: removed from the Files listing, from
folders and from download-by-id, and destroyable through the chat-delete
FK cascade. The sibling register route already enforced these invariants;
the copilot path did not.

- `trackChatUpload` now rejects keys that do not address the target
  workspace, only re-links a chat-upload row the caller already owns
  (matched by row id, not by raw key), and only mints a new binding when
  the key has no prior record at all — including soft-deleted ones, which
  the partial active-key unique index would otherwise let it insert over.
- Minting a new binding verifies the object exists in storage, matching
  `registerUploadedWorkspaceFile`.
- `buildCopilotRequestPayload` gates attachment tracking on write/admin,
  the same grant the upload routes that issue these keys require.

* fix(security): make the chat-upload ownership check atomic with its write

The ownership lookup and the binding UPDATE were separate statements, and the
UPDATE matched on the captured row id alone. A concurrent `materialize_file`
sets `context='workspace'` and clears `chatId` on that same row, so the
tracking write still matched and dragged the saved file back into chat scope —
hiding it from every workspace-file listing and re-exposing it to the
chat-delete cascade, with materialize's storage-usage increment left stranded.

Re-assert every ownership predicate in the UPDATE so the statement is itself
the atomic check. The lookup now only decides UPDATE-vs-INSERT and is no
longer load-bearing for authorization, which also makes the existing
`updated.length === 0` fail-closed branch correct rather than dead.

* fix(uploads): tolerate transient storage probes and reject unowned keys with 403

Follow-ups from a backward-compatibility audit of the attachment-key hardening.

The existence probe is hygiene, not authorization — the key-format and
no-prior-record guards already carry that, and a binding to a nonexistent
object grants nothing readable. But `headObject` rethrows non-404 provider
errors, so a transient 5xx or throttle would drop a legitimate attachment.
Only a definitive not-found now rejects; a thrown error logs and proceeds on
the ownership guards. This path is reached solely by >50MB multipart uploads,
the one flow that persists no metadata row at upload time.

The stage route mapped an ownership rejection to a 500. It is a client error;
return 403 instead.

* fix(security): compare-and-swap the chat binding on chat uploads

Two overlapping chat requests could both observe the same claimable row with
`chat_id IS NULL` and both satisfy the update predicate, so the later write
silently moved the upload to its own chat — taking over the delete-cascade
lifecycle of a file the first chat had already bound.

Scope the update to `chat_id IS NULL OR chat_id = <target>` so the statement
is a compare-and-swap: the loser matches zero rows and fails closed. The
resolver applies the same rule so the update-vs-insert decision stays
coherent.

This also makes an upload bind to exactly one chat, matching the 409 the
sibling `local-files/stage` route already returns for the same case; verified
no client flow relinks a key across chats (drafts are per-chat, every retry
path replays under a pinned chat id, forking copies blobs to fresh keys).

* refactor(copilot): gate attachment tracking with the shared permission predicate

`permissionSatisfies` is the documented single source of truth for permission
comparisons and exists to replace hand-written `=== 'admin' || === 'write'`
ladders. `userPermission` is typed `string` for legacy reasons, so narrow it
with `isPermissionType` first — an unrecognized value fails the gate instead of
ranking below every level. Behavior is unchanged for all three levels.

Imported from the dependency-free `/predicates` subpath rather than
`/workspace`, which would pull `@sim/db` onto the chat request path.
2026-08-01 19:18:06 -07:00
Vikhyath MondretiandClaude e90378a5c1 improvement(permissions): confine workspace role changes to existing members (#6180)
* improvement(permissions): confine workspace role changes to existing members

* improvement(permissions): retry lock timeouts and audit admin upserts truthfully

Bounding the row-lock wait with `lock_timeout` made a competing writer raise
55P03, which the retry set excluded — so the bounded wait failed the request
where the unbounded one would have waited. 55P03 is now retried like the other
contention aborts, the timeout is shortened since each attempt releases its
pooled connection, and contention that outlives every attempt answers with a
busy conflict instead of a generic server error.

The admin member upsert recorded MEMBER_ADDED even when the conflict branch
amended an existing membership, putting a join that never happened in the
workspace audit trail. It now records a role change, matching the action the
response already reported.

Adds the missing test coverage for withTransactionRetry.

Co-Authored-By: Claude <noreply@anthropic.com>

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-08-01 18:55:01 -07:00
Waleed 9064039c19 improvement(logfire): scope block outputs per operation and refresh brand chrome (#6178)
* improvement(logfire): scope block outputs per operation and refresh brand chrome

- gate each block output on the operations that actually return it
- swap in the official Logfire mark, black tile with brand-magenta bare icon
- move host to advanced mode and alphabetize the tool registry entries
- add track-logfire-llm-cost and verify-logfire-token-target skills

* fix(logfire): honor numeric-string limits and surface token validity fields

- accept a numeric-string limit so agent-invoked calls stop silently
  falling back to Logfire's 100-row default
- keep an hour-only UTC offset intact instead of producing +05Z
- surface expiresAt and spendingCapReachedAt on Get Token Info
- document pending_span as a fourth record kind

* chore(logfire): regenerate tool metadata and document the step in the skill

- regenerate apps/sim/tools/generated/tool-outputs.ts, which CI's
  tool-metadata:check requires after a tool output change
- add the regeneration step and artifact-diff guidance to the
  validate-integration skill so the gate stops being missed

* chore(skills): sync validate-integration projections
2026-08-01 18:16:54 -07:00
Theodore LiandClaude Opus 5 8348592d38 fix(copilot): close fail-open write gates in agent tools (#6132)
* fix(copilot): make tool write gates fail closed

The three handler-map management tools (manage_custom_tool,
manage_mcp_tool, manage_skill) gated writes with
`context.userPermission && perm !== 'write' && perm !== 'admin'`.
userPermission is optional on the execution context, so an absent value
skipped the check entirely and the write proceeded unguarded — while
the server-tool router's equivalent gate is fail-closed. Both paths now
share copilotToolCanWrite, built on the canonical permissionSatisfies
(null/undefined never satisfies).

manage_custom_tool additionally resolved its target as
`params.workspaceId || context.workspaceId`, so a model-supplied
workspace id won while the permission check was resolved for the
context workspace — and upsertCustomTools performs no authz of its own.
It now uses the server-set context only, matching its two siblings.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CiHhAk2R1NryaS3R8n2yFz

* fix(copilot): gate materialize_file writes and enforce the deploy mutation lock

materialize_file's save/extract/import all create workspace resources, but
the handler-map path has no central permission check, so a read-only member
could create files and workflows through the agent. Gate on write access
after param validation.

assertWorkflowMutable moves into performFullDeploy / performFullUndeploy /
performActivateVersion, where performRevertToVersion already had it. The
check previously lived only in the deploy routes, so the copilot deploy
tools — which call the orchestration functions directly — could deploy,
undeploy, and activate versions of a locked workflow.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(copilot): enforce secret-admin on env writes and gate KB indexing on usage

Two more paths where the agent is a weaker route to the same write than the UI.

upsertWorkspaceEnvVars was a weakened copy of the environment route's write:
no per-key secret-admin check, no advisory lock, no audit row. Its only caller
is the set_environment_variables copilot tool, which gates on workspace 'write'
alone — so any write-level member could have the agent overwrite a workspace
secret they do not administer, with nothing in the audit log and a lost-update
race against the route's locked transaction. The gate now lives in the function
so every caller inherits it, reusing getWorkspaceEnvKeyAdminAccess rather than
restating the route's logic.

knowledge_base add_file computed a billing attribution and then indexed without
calling checkAttributedUsageLimits, which every upload route applies before
accepting indexing work — an over-quota workspace could index without limit
through the agent. The same file's query operation already gated correctly.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(copilot): return lock denials and stop bootstrapping a legacy secret's ACL

Two defects in the previous commits, both found by review.

assertWorkflowMutable throws, and the three orchestration entry points awaited
it outside any try/catch, so a locked workflow escaped as an exception instead
of the { success: false } result the callers consume — performChatDeploy and
the copilot deploy tools would have surfaced a generic 500 rather than a lock
denial. performRevertToVersion already converted it; the three now do too,
through a shared helper.

upsertWorkspaceEnvVars derived newKeys for createWorkspaceEnvCredentials from
the credential rows rather than the stored variables. A secret written before
credential rows existed has no ACL, so overwriting it looked like adding a new
key: it minted a credential and made the caller that secret's admin. The
environment route derives newKeys from the locked jsonb read for exactly this
reason, and now so does this.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* style(env): collapse the merged test import onto one line

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PCXbU36FwJBmtJKaH83BUm

* fix(env): give the workspace env denial its own write-access message

WorkspaceEnvAccessError reported "must be an admin of these secrets" for
both denials, so a caller lacking workspace write to ADD a key was told to
get secret-admin on a key that does not exist yet. Carry the reason and
mirror the route's two messages.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PCXbU36FwJBmtJKaH83BUm

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-01 21:01:45 -04:00
Waleed 30820fcbca fix(copilot): guard document-style extraction against zip bombs (#6176)
* fix(copilot): guard document-style extraction against zip bombs

extractDocumentStyle handed an attacker-controlled archive straight to
JSZip and inflated named parts (word/theme/theme1.xml, word/styles.xml,
ppt/presentation.xml, ppt/slideMasters/slideMaster1.xml) with no size
bound, reachable from GET /api/workspaces/[id]/files/[fileId]/style and
from the workspace VFS. Reading only a few entries is no protection: the
bomb just has to live at one of those paths.

It now calls assertOoxmlArchiveWithinLimits, the same guard the document
parsers use, and the hand-rolled ZIP_MAGIC check is replaced by isZipShaped
from that module — zip-guard is already shared this way by
lib/uploads/archive.ts and lib/copilot/tools/handlers/upload-file-reader.ts.

Checking each entry's size through JSZip instead would have been cheaper,
since only a handful of parts are read, but JSZip reports the size the
archive declares — the same attacker-controlled field a bomb lies about —
so it would need to re-derive the guard's verification to be sound.

The guard sits inside the existing try, so a rejection logs and returns
null: the route already answers 422 and the VFS already returns null when
no summary can be produced, and neither caller changes.

* test(copilot): declare the ratio-test expansion instead of carrying it

The compression-ratio case built a real 400 MiB string and deflated it
synchronously, costing the parallel test runner memory and CPU for no added
coverage. The guard reads the total the archive declares, so declaring the
expansion exercises the same ratio path with a few-hundred-byte fixture.

Still fails when the guard call is removed, and the file now runs in 286 ms
instead of seconds.

Caught by Greptile review.
2026-08-01 17:56:07 -07:00
Waleed 51dd0df4ca fix(files): authorize presigned upload contexts per type (#6175)
The batch presign endpoint validated its type param against the shared
seven-value upload enum while only authorizing knowledge-base, so any
authenticated user could mint an S3 presigned PUT into workspace-logos,
profile-pictures, execution, mothership, chat and copilot prefixes —
objects that are then served unauthenticated from the app origin with a
one-year public cache. The single presign endpoint had the same gap for
chat, which has no authorization predicate and no client.

- Batch presign now accepts only knowledge-base, and always requires a
  workspaceId the caller has write/admin on before anything is minted
- Single presign drops chat from its accepted contexts; every remaining
  context has a per-context predicate
- Both allowlists live in the contract module so the enforced enum and
  the documented one cannot drift apart again
2026-08-01 17:53:01 -07:00
Waleed e5d2f7d80a fix(realtime): stop read-only members persisting block positions (#6174)
* fix(realtime): stop read-only members persisting block positions

The socket operation ACL granted the `read` role block.updatePosition and
blocks.batchUpdatePositions on the premise that they were ephemeral cursor
sync. They are not: both are followed by persistWorkflowOperation, which
UPDATEs workflow_blocks.positionX/positionY and bumps workflow.updatedAt. A
member holding only `read` on a workspace could therefore permanently rewrite
the coordinates of every block of every workflow in it — a write across the
read/write boundary.

Live cursors ride their own `cursor-update` event, and the smooth-drag
broadcast is the UNCOMMITTED position path, which returns before persisting and
never consults the role table — so the read role needs no grant at all.

* test(realtime): assert the role ACL against production, not a fixture

The shared ROLE_ALLOWED_OPERATIONS fixture still listed the two position
operations for the read role, and three tests compared that fixture against
itself — so they certified whatever it said, including the grants this PR
removes. They now assert checkRolePermission over the protocol's complete
operation list (the fixture's copy omits subblock/variable/admin-only ops), plus
one test that pins the fixture to the production ACL so the two cannot drift
apart again.
2026-08-01 17:51:10 -07:00
Waleed ccc2ec9507 fix(file-parsers): guard .doc uploads against zip-bomb memory exhaustion (#6166)
* fix(file-parsers): guard .doc uploads against zip-bomb memory exhaustion

DocParser handed the raw upload straight to officeparser and then mammoth,
both of which inflate every ZIP entry into memory before any app-level size
cap applies. The extension is only a routing hint, so a bomb-bearing OOXML
archive renamed to .doc selected the one parser that skipped the guard its
docx/pptx/xlsx siblings all call.

Adds assertOoxmlArchiveWithinLimits to DocParser.parseBuffer, and centrally
in file-parsers parseBuffer so a future parser cannot silently opt out. The
guard reads the central directory's declared sizes without decompressing,
and no-ops for non-ZIP buffers, so legacy OLE .doc files are unaffected.

* fix(file-parsers): verify actual inflation, not just declared ZIP sizes

The declared uncompressed sizes in a ZIP central directory are attacker-
controlled, so a bomb can under-report them and pass the size and ratio
checks untouched. officeparser and mammoth only detect the mismatch after
inflating the entry in full: a 498 KB archive declaring 1000 bytes per entry
drove 559 MB resident through the .doc parser and 538 MB through .docx, then
failed. SheetJS and officeparser reject the container earlier, so xlsx/pptx
were not affected, but doc and docx both were.

Each entry is now inflated during verification under a maxOutputLength bound
equal to the size it declared. Node's zlib aborts the moment output would
exceed that bound, so a lying entry costs only its declared size and the
inflated bytes are discarded immediately; both bomb variants now reject at
+0 MB across every extension. Stored entries are checked against their own
compressed size, and unsupported compression methods fail closed.

Verification walks the contiguous run of central-directory records rather
than the EOCD's declared entry count, since that run is what a decompression
library allocates per entry — a lied-down count must not hide an entry from
verification.

Cost is ~0.45 ms per MB of uncompressed content (22 ms for a 50 MB archive),
against parse times an order of magnitude larger. All 17 real Word-produced
.docx fixtures in mammoth's test data are still accepted.

* fix(file-parsers): require central and local ZIP headers to agree

The parsers disagree about which header to trust. JSZip skips the local
header outright and decompresses using the central directory's method, while
SheetJS's parse_local_file switches on the local header's method and inflates
from there. An entry claiming STORED centrally and DEFLATE locally therefore
took the guard's stored branch, skipping bounded inflation, and was still
expanded downstream — a 398 KB archive hiding a 400 MB deflate payload.

Verification now rejects any entry whose two headers disagree on compression
method, and on declared sizes when the local header carries them (the
data-descriptor flag and ZIP64 sentinels legitimately omit them, and those
entries stay covered by the bounded inflate).

Caught by Greptile review. All 17 real Word-produced .docx fixtures in
mammoth's test data are still accepted.

* fix(file-parsers): charge hidden central-directory entries against the cap

sumDeclaredUncompressedSize walked only the entry count the EOCD declares,
while verification walks the contiguous run of records. JSZip's readCentralDir
loops on the record signature and keeps every entry it finds — a count
mismatch is explicitly not an error there — so an archive that under-reported
its count could hide honestly-large entries from the total-size cap and still
have the parser expand them.

The sum now walks the same contiguous run as the verification pass and
readZipCentralDirectoryStats, and fails closed when the run is shorter than
the declared count.

Caught by Cursor Bugbot review.
2026-08-01 17:30:23 -07:00
Waleed 5686b7bb83 fix(realtime): enforce room access continuously, not only at join (#6170)
* fix(realtime): enforce room access continuously, not only at join

File-doc, table, and workspace-list rooms authorized once at JOIN and never
again, so a member whose workspace access was revoked or downgraded kept live
collaborative write access — including durable Yjs document writes — for the
whole lifetime of an already-open socket. The access-revalidation sweep
explicitly skipped every non-workflow room.

- sweep every room type, authorizing each against its own resource
- share one membership policy (ROOM_MEMBERSHIP_ACTIONS) between the join check
  and the sweep, so a file-doc room keeps requiring write in both
- gate file-doc document frames and table cell selections on the cached
  permission, evicting on a confirmed loss of access
- re-check the cached decision before a join commits, so a join that authorized
  just before a revocation cannot re-enter the room
- never let a join's own cache write clobber a revocation recorded mid-flight
- surface room-access-revoked to clients; the file-doc editor falls back to
  read-only instead of accepting keystrokes that go nowhere

* refactor(realtime): one shared eviction path for revoked room access

The sweep and both per-frame gates each open-coded emit + leave + local-state
cleanup. Route them all through evictSocketFromRoom so they cannot diverge on
what eviction means; workflow keeps its historical access-revoked payload.

* fix(realtime): re-check access before workspace-list room joins too

The workspace-files / workspace-tables joins committed straight from their
authorize result, so a join that authorized just before a revocation could put
the socket back in a room the sweep had already evicted it from. Mirrors the
guard the file-doc and table joins already had.

* fix(realtime): order role-cache writes by read start, not write time

Two authorizations can start in one order and finish in the other, so the
decision written last can come from the older read. A join that authorized
before a revocation but returned after the sweep's denial would bury it,
handing the socket another full cache TTL of access. Every writer now takes a
monotonic ticket before it queries and yields only to a later-started read.

* chore(realtime): drop the test-only unguarded role-cache writer

Tests can express the same setup with commitRoomPermission + a read ticket, so
the cache has exactly one write path and no export without a production caller.

* fix(realtime): keep handler-initiated table eviction retryable

Evicting leaves the Socket.IO room synchronously, which is also how the sweep
discovers work — so a presence removal failing in the per-frame path could never
be retried and left a ghost collaborator until disconnect. Failed (or
unconfirmed) removals now hand off to the sweep's existing cleanup lane instead
of a second retry loop.

* fix(realtime): re-resolve access at join commit instead of peeking the cache

The pre-commit recheck peeked the role cache, which reports an EXPIRED entry as
unknown and fails open — so a join stalled longer than the cache TTL could
re-enter a room the sweep had already evicted it from, including a file-doc room
where the next cold-cache frame is accepted as a durable write. All three joins
now re-resolve the way the workflow join always has; it is normally a cache hit,
since the join's own authorize just warmed it.

* fix(realtime): keep the join generation guard after the access re-check

The access re-resolve added in the previous commit sat AFTER the generation /
superseded guard in the table and workspace-list joins, so a leave or a newer
join landing during that await no longer cancelled the stale join — it would go
on to leave the room the client had switched to and commit the abandoned one.
The guard is now the last thing before the commit in all three handlers, as it
already was for file-doc and workflow.

* test(realtime): use the shared sleep helper in the new join tests

check:utils bans the inline new Promise(setTimeout) form; the two stalled-join
tests were the only new offenders.

* fix(realtime): leave the prior table room only once the join is certain

A table switch left the previous room before the access re-check ran, so a
denial there aborted the join and left the client in no table room at all —
silently dropped from one it may still be allowed to occupy. The leave now
happens after the re-check, matching the file-doc and workspace-list joins.

* fix(realtime): close the table join window between re-check and commit

Moving the prior-room leave after the access re-check left Redis awaits between
that check and socket.join, and superseded() only watches the join generation —
so a sweep revocation landing in that window could still put a revoked socket
back in the room. A synchronous cache peek immediately before the commit closes
it without reintroducing the await; the authoritative resolve moments earlier
wrote a fresh entry, so a differing read IS the revocation being guarded.
2026-08-01 17:20:06 -07:00
Waleed bf78c4c1d6 improvement(settings): unify save/discard across editable surfaces (#6173)
Save is now always rendered (primary, disabled until there is something to
save) and Discard only appears once there is something to discard. Previously
sandboxes showed no action at all until dirty — so a new sandbox had no visible
Create button — while skills always showed a disabled Save and no Discard.

- saveDiscardActions moves to @/components/settings and owns the one rule
- adds SettingsActionChip / SettingsActionChips so the settings shell and the
  ReactNode-slot headers render actions through the same chip path
- skills, secrets, connected credentials, custom tools and the secrets manager
  drop their hand-rolled Save chips for the shared helper
- credential-detail drafts seed once per credential instead of re-seeding from
  every refetch, which was acting as an implicit discard
2026-08-01 17:19:51 -07:00
Waleed be8a93de81 fix(security): validate cloud region/project inputs and bind vertex credentials to the executing workspace (#6167)
* fix(security): validate cloud region/project inputs and bind vertex credentials to the executing workspace

Two credential-exposure bugs on the Vertex AI path.

1. `vertexLocation` reached `new GoogleGenAI({ location })` unvalidated. The
   SDK interpolates that value straight into the API hostname
   (`https://${location}-aiplatform.googleapis.com/`), so a value like
   `attacker.tld/x` terminates the authority component and relocates the
   request — with the workspace's GCP bearer token attached by the auth
   client — to an arbitrary host. Reachable from agent/router/evaluator
   blocks and from `POST /api/guardrails/validate` with only a session
   cookie. `vertexProject` (interpolated into the URL path) and the Bedrock
   region (interpolated into the endpoint hostname) had the same shape of
   problem.

   Adds `validateGoogleCloudLocation` / `validateGoogleCloudProject` to the
   shared input-validation module and applies them, plus the existing
   `validateAwsRegion`, at the provider chokepoints. Every path to the SDK
   goes through `executeRequest`, so no caller can bypass them.
   `azureEndpoint` already routes through the DNS-pinning SSRF guard.

2. `resolveVertexCredential` enforced only the user↔credential predicate and
   never the workflow-workspace↔credential predicate that
   `authorizeCredentialUse` applies on the HTTP path. A credential held in
   workspace B could be pasted into a workflow in workspace A and consumed
   by workspace-A principals with no access to B — including on deployed
   runs, where `enforceCredentialAccess` is false and `ctx.userId` is the
   workflow owner rather than the trigger caller. Service-account
   credentials mint a `cloud-platform`-scoped token, so this handed
   workspace A the use of workspace B's GCP identity.

   The resolver now takes the executing `workspaceId` and rejects a
   credential belonging to a different workspace, mirroring
   `credential-access.ts`. All four executor call sites pass
   `ctx.workspaceId`.

* fix(providers): normalize vertex location case before validating

Hostnames are case-insensitive, so a mixed-case location like US-Central1
reaches Google today. Lowercase it before the region check rather than
rejecting an input that currently works.

* fix(security): accept AWS European Sovereign Cloud regions in validateAwsRegion

eusc-de-east-1 is a real Bedrock-enabled region that the existing pattern
did not cover, so applying the validator to bedrockRegion would have
rejected a config that worked before. Adds the eusc-<country> partition.
2026-08-01 17:12:52 -07:00
mzxchandraandWaleed Latif cd50a445fd feat(chat): highlight-to-chat — reference file/table selections in Chat (#6087)
* feat(chat): highlight-to-chat for file and table selections

Adds an IDE-style "add to chat" affordance so the Sim agent can reference an
exact passage of a file or a specific set of table rows/cells instead of a whole
resource.

- Two new ChatContext kinds: file_selection (inline selected text + line range)
  and table_selection (authoritative row ids, optional column ids; the server
  re-fetches current rows by id). Chip registry, client serializer, boundary
  contract, and server resolver all extend along their existing switch(kind)
  seams.
- Producers: Monaco context menu, Tiptap bubble menu, and the table grid context
  menu, all using the Sim Chat block icon. Adding a selection opens the split
  slideover (chat + resource) with the chip dropped straight into the input; from
  a standalone Files/Tables page the context is stashed and drained on chat mount.
- Cmd+C / Cmd+V: a selection copied from a file/table rides a custom
  text/x-sim-selection clipboard MIME and pastes into chat as the same reference
  chip; the chat input round-trips a sole selection chip on copy/cut too.
- Guards: selection payloads are length/row/column bounded and truncated within
  the schema bound; labels carry a deterministic key so distinct same-size
  selections don't collide; a shared resource tab closes only once no remaining
  chip references it; stale cell-range column ids drop the context rather than
  dumping the full table.

* fix(chat): widen selection code fence so embedded backticks can't truncate it

Cursor: resolveFileSelectionResource wrapped the selected passage in a fixed ```
fence, so a selection that itself contained a fenced code block closed the outer
fence early and the agent received a truncated snippet. The fence is now one
backtick longer than the longest backtick run in the content (floored at three),
matching CommonMark's close rule.

* fix(chat): carry the selection chip on a column-header copy

Cursor: a column-header Cmd+C always took the async paged clipboard path, which
replaces the whole clipboard with text/plain only and can't carry a custom MIME
- so pasting a column copy into Chat couldn't rebuild the table_selection chip
that Add-to-chat produces for the same selection. When every row is loaded and
within the chat-selection cap, the column copy now does a synchronous event
write so the scoped table_selection rides alongside text/plain (mirroring the
row-'some' and cell-range paths); oversized/partially-loaded columns keep the
async plain-text path.

* refactor(chat): clean up highlight-to-chat selections

Correctness:
- Stop reporting fabricated line numbers for rich-markdown selections.
  `doc.textBetween` counts ProseMirror block boundaries, not markdown source
  lines, so the chip label and the agent prompt both claimed line ranges that
  don't exist in the file. Line info is now emitted only by Monaco.
- Bound a table_selection's rendered markdown by characters, not just row and
  column counts — 500 wide rows dwarfed the 20k-char file-selection budget.
  Rows are emitted until the budget is spent, and the content says what was
  omitted.
- Complete `areContextsEqual` for both selection kinds, so re-adding the same
  selection dedupes while a different passage of an already-referenced file
  registers as new.

Consistency:
- Carry the resource display name on the context instead of recovering it by
  regex from the chip label, deleting fileNameFromSelectionLabel and
  tableNameFromSelectionLabel.
- Replace the user-visible `#k3f9` hash disambiguator with a readable ordinal
  applied at insert time (`Sales (3 rows) (2)`), via a shared
  prepareContextForInsert used by both the add-to-chat and paste paths.
- Fold MothershipPendingContextStorage into MothershipHandoffStorage as a
  chip-only handoff (optional message), removing the parallel storage class,
  the second drain effect, and its StrictMode guard ref.
- Replace `window.location.assign` with `router.push`, matching the existing
  "Troubleshoot in Chat" handoff.
- Collapse three near-duplicate synchronous copy branches in table-grid into
  shared buildTableSelectionContext / writeLoadedRowsWithChip helpers, also
  reused by the add-to-chat handler.
- Trim multi-paragraph inline comments to TSDoc stating each reason once.

Tests: new coverage for the character budget, the label ordinal, selection
equality, and chip-only handoff accumulation; each verified to fail when its
fix is reverted.

* refactor(chat): tighten table copy fallback and helper placement

- writeLoadedRowsWithChip now requires a chip to carry; with none it falls
  through to the canonical paged path (preserving its row loading and
  truncation notice) instead of doing a bare synchronous write.
- Reuse selectedColumnIds in the context-menu memo.
- Restore resolveTableSelectionResource's TSDoc, orphaned when renderTableCell
  was extracted between the doc and its function.

* fix(chat): apply chip handoffs as one batch; widen table copy chip path

Cursor Bugbot: a multi-context chip handoff dispatched one event per context,
and insertContextChip resolved label collisions against selectedContexts read
through a ref that only refreshes on render. Each dispatch therefore saw the
same stale list, so a second same-label selection was never ordinalized and
addContext dropped it while its @token still landed in the text. The event now
carries the whole batch and insertContextChips threads each resolved context
forward as it goes.

Greptile: an explicit multi-row ('some') selection no longer requires every
selected row to be loaded before taking the chip-carrying sync path. That
gate assumed the paged fall-through would copy more, but its loadRows returns
rowsRef.current unchanged for 'some' — the same rows, minus the chip. Renamed
the parameter to  to say what it actually gates on.

Remaining chip-less cases are inherent to the async Clipboard API, which
replaces the whole clipboard and cannot hold a custom MIME: a filtered
select-all (must page in more rows) and selections past the 500-row chip cap.
'Add to chat' covers both — it is not gesture-bound and drains to the cap.

* fix(chat): distinguish a line-less file-selection label from the whole file

Cursor Bugbot: a rich-markdown selection labelled itself with the bare file
name, which is exactly the whole-file chip's label. Menu-driven inserts reject
any context whose label is already taken (isContextAlreadySelected closes the
menu silently), so once a markdown selection was attached, mentioning that same
file was quietly dropped. One-way: the reverse order works because programmatic
inserts ordinalize through prepareContextForInsert.

Fallen out of dropping the fabricated line range from this editor — with no
range left, the label collapsed onto the file name. Fixed at the single source:
buildFileSelectionLabel now returns 'notes.md (selection)' when there is no line
range, so it stays honest about location while remaining distinguishable.

* fix(chat): don't revive an aged-out chip handoff when accumulating

Cursor Bugbot: pendingContexts merged a prior chip-only handoff without
checking its age, while store stamps a fresh timestamp on every write. An
abandoned handoff that had already passed max-age would therefore ride along on
the next 'Add to chat' and fire on the following navigation as if current.

Introduced by the accumulation behavior added earlier in this PR. Applied the
same freshness bar consume uses, and hoisted the 60s window into a single
MAX_AGE_MS constant so the two paths cannot drift.

* fix(chat): reference every selected row in a table chip, not just loaded ones

Cursor Bugbot: for a 'some' row selection the chip's rowIds came from the
loaded-page intersection (currentRows filtered by the selection) rather than
rowSel.ids. The chip carries ids and the server re-fetches them via
getRowsByIds, so a selected row that simply had not been paged into the grid
was silently dropped from the agent's context — select 600 rows with 200
loaded and the agent saw 200. Add to chat had the same loaded-only narrowing
through contextMenuRowIds.

Both now send the full selection, still bounded by MAX_TABLE_SELECTION_ROWS.
Only the pasted text stays limited to loaded rows, which is inherent — there
are no cell values to serialize for a row that has not been fetched.

* docs(chat): scope the table copy 'complete' comment to the text path

It read as though the whole selection were complete when ids are unloaded,
which is now only true of the serialized text — the chip deliberately carries
every selected id for the server to re-fetch.

* fix(chat): compare selection ids as sets, not sequences

Cursor Bugbot: sameIds compared rowIds/columnIds by index, but a table
selection's ids iterate in click order (they come from a Set), so the same rows
picked in a different order — or reached via a cell range rather than the
gutter — compared unequal. prepareContextForInsert then added a second
ordinalized chip pointing at rows already referenced instead of no-opping.

More reachable since the previous commit started sourcing rowIds from
rowSel.ids directly, where insertion order tracks the user's clicks.

* fix(chat): enforce the table selection budget over the whole rendered content

Cursor Bugbot: the budget subtracted only the header and divider before packing
rows, then prepended the 'Selected ...' prose and the newlines afterward, so the
final content could exceed MAX_TABLE_SELECTION_CONTENT_LENGTH whenever the last
accepted row left less slack than the prefix needed. The cap the TSDoc promises
was not actually enforced.

The prior test passed while missing this: its rows were wide enough that packing
stopped far short of the limit, so the boundary was never exercised. Replaced
with rows sized to fill the budget almost exactly, asserting both that the
content stays within the cap and that it still approaches it (so the assertion
can't pass by emitting an empty table).

Also capitalize Chat in the three 'Add to Chat' menu labels, matching the
constitution's module naming and the existing 'Fix in Chat' / 'Troubleshoot in
Chat' UI strings.

* fix(chat): don't swallow a paste whose selection chip is already attached

Cursor Bugbot: the selection-paste path called preventDefault before
prepareContextForInsert, so when that returned null (the same selection is
already a chip) the handler returned having claimed the event — no chip
inserted and no text/plain pasted either. Cmd+V did nothing.

preventDefault now waits until there is a chip to insert; a duplicate falls
through to the plain-text paste below, which is the reasonable reading of the
gesture.

* fix(chat): derive the budget reserve from the same clause it reserves for

Cursor Bugbot: worstCaseSizeClause built its own string that omitted the
row/rows word the real clause always carries, so the reserve ran ~5 characters
short and a tightly packed selection could still exceed
MAX_TABLE_SELECTION_CONTENT_LENGTH. A bug in the previous fix, from duplicating
the format instead of sharing it.

Replaced with one sizeClause(shown, omitted) used for both the up-front reserve
and the final prose, so the two cannot describe the count differently. The
reserve passes (rows.length, rows.length) — max digits on both counts and the
plural forced — which is an upper bound on any real clause.

The earlier tight-packing test could not see this: a single cell width leaves
whatever remainder it leaves, and 100 left more than 5 characters. Added a
sweep over widths 60-75 that collects overflows so a failure names the width;
it catches the reported bug at width 74 (20002 vs 20000).

* fix(chat): align MothershipChat's onContextRemove with the surface contract

The remaining-contexts argument was added to ChatSurfaceContextValue but not to
MothershipChat's own prop type, which forwards straight into it. Nothing passes
the handler there today so it typechecked (fewer params is assignable), but the
two declarations of the same wiring disagreed.

Does not change behavior: home still wires the remove handler only to the
empty-state surface, as it did before this PR.

* refactor(chat): apply cleanup pass findings

emcn design: the table context menu built its Add-to-Chat label in the parent
and never pluralized it, so right-clicking a single row read 'Add rows to Chat'
directly above 'Delete row'. Derive it inside ContextMenu from selectedRowCount
like every sibling label, with an addToChatCellScoped boolean mirroring
workflowCellScoped. Also more correct: selectedRowCount accounts for a
select-all beyond the loaded page, which contextMenuRowIds.length does not.

callbacks: drop two useCallback wrappers whose identity nothing observes — both
handleAddSelectionToChat handlers feed unmemoized components (one through an
inline arrow). buildSelectionContext stays wrapped; it is a real dep of the
copy-bridge effect.

comments: fold a duplicated rationale paragraph in handleAddSelectionToChat
left by two commits stacking, drop a {@link MothershipHandoff} that resolves to
nothing (the type is not imported there), and trim a rowIds doc that restated
its own type.

Skipped, deliberately: the effects pass proposed moving buildContext out of
useSelectionCopyBridge's deps behind a latest-ref. buildSelectionContext is
already stable, so churn is near-zero, and it would leave two sibling
useCallbacks purposeless.

* fix(chat): don't attach a selection chip to a copy from a nested input

Cursor Bugbot: a copy from a field inside the editor — Monaco's find box being
the common one — bubbles to the container while the document still holds a
highlight, so the bridge attached the editor selection to text the user never
copied. Chat paste then prefers the custom MIME and inserts a reference chip
instead of the search term.

Skips INPUT targets only. Copying the table grid's INPUT/TEXTAREA guard would
have suppressed the chip on the main copy path this hook exists for: Monaco's
own editing surface is a hidden textarea, unlike the grid's cell editors, which
really are form fields.

Tests cover both directions — chip attached from the textarea surface, skipped
from a nested input — and were verified to fail against the missing guard and
against the INPUT+TEXTAREA variant.

* fix(chat): persist the source names a selection chip renders from

Cursor Bugbot: fileName/tableName were mapped into the optimistic message and
accepted by the API schema, but PersistedMessageContext, buildPersistedUserMessage
and toDisplayContexts never carried them. After a reload a file_selection chip
fell back to its label for getDocumentIcon — and the label carries a location
suffix ('notes.md:12-40'), so extension detection broke.

Persists only the two names the display path reads. The rest of the payload
(text, rowIds, columnIds, line numbers) stays unpersisted on purpose: it exists
to resolve the selection server-side at send time, is never re-read when
rendering a past message, and would put a selection-sized blob — up to the 20k
char cap — in every stored message.

Test asserts both halves of that, and was verified to fail with the mapping
removed.

* refactor(chat): remove a needless alias and correct an eslint-disable reason

Self-audit for shortcuts, prompted by 'nothing hacky':

- handlePaste kept `const prepared = preparedSelection`, an alias added only to
  avoid renaming two downstream lines. Uses the real name now.
- The home.tsx drain's eslint-disable claimed handleContextAdd is 'a stable body
  function'. It is a body function, so it is a NEW value every render — the
  justification was false. Replaced with the actual reason: it is omitted to keep
  the drain one-shot, and doing so is harmless because consume() clears
  atomically, so a re-run would find nothing.

Audited the rest of the diff for suppressions, casts and swallowed errors. The
three catch blocks are documented graceful degradations with explicit fallbacks
(row-drain failure, browsers rejecting a custom clipboard MIME mid-gesture,
malformed clipboard JSON); the one double cast is a DataTransfer stub in a test.

* fix(chat): bound the sync copy path by the text limit, not the chip cap

Cursor Bugbot: writeLoadedRowsWithChip bailed once loaded rows exceeded
MAX_TABLE_SELECTION_ROWS, but buildTableSelectionContext already slices rowIds
to that cap. So selecting more than 500 loaded rows fell through to the async
path, which cannot carry a custom MIME, and silently lost the chip — while Add
to Chat on the very same selection still produced a 500-row chip.

The two limits govern different things: the chip's cap is how many rows a
table_selection can reference, the text's is TABLE_LIMITS.MAX_COPY_ROWS. Gate on
the latter. Past it the paged path still takes over, because it owns truncation
and the accompanying notice.

* refactor(tables): extract selection-to-chip helpers into utils so they are testable

Follow-up I owed on the previous round: the copy path's eligibility rule and the
context builder were module-private in a ~4,600-line component with no test file,
so the last two fixes to them were reasoned rather than covered — and both were
wrong on the first attempt.

Moves selectedColumnIds and buildTableSelectionContext to the existing
table-grid/utils.ts (which already owns RowSelection, DisplayColumn and
getColumnId), and extracts the copy decision as canWriteRowsWithChip.
writeLoadedRowsWithChip keeps only the clipboard and toast effects, so the pure
rule can be tested without a DOM. utils.ts stays free of side effects.

New utils.test.ts covers the two limits that were conflated — a selection past
the chip cap still qualifies (the context caps its own rowIds), one past
MAX_COPY_ROWS defers to the paged path — plus the all-columns collapse and both
caps. Verified to fail against the old chip-cap gate.

* fix(chat): scope selections to the columns actually picked, and stop under-counting rows

Three findings from one Bugbot round.

Hidden columns widened cell ranges (reported twice). buildTableSelectionContext
and contextMenuColumnIds collapsed a range to an open scope when it covered
'every column', comparing against displayColumns.length — which drops hidden
columns AND expands workflow groups, so it never meant 'the whole schema'.
Selecting every visible column therefore cleared columnIds and the server
re-fetched columns the user had hidden. The collapse is removed rather than
re-based on a schema count: no count available to a caller describes the schema,
and an explicit column list is what the user actually selected. totalColumnCount
is gone from the signature.

Add-to-chat label undercounted rows. The menu derived its count from
selectedRowCount (loaded rows only) while the chip was built from the full
rowSel.ids set, so the label could promise fewer rows than were sent. Both now
read one addToChatRowIds memo, with the count passed through explicitly since it
legitimately differs from the count the delete/run labels use.

Monaco line range was off by one. A full-line highlight ends at column 1 of the
FOLLOWING line, so endLineNumber named a line that contributed no text — the
chip label and the agent prompt both claimed an extra line.

The collapse test I added last round asserted the buggy behavior as correct; it
now pins the opposite, and fails if the collapse returns.

* fix(tables): cap the Add-to-Chat label at the rows a chip can carry

Cursor Bugbot: last round's fix for the label undercounting rows introduced the
opposite error. addToChatRowCount passed the raw selection size, but
buildTableSelectionContext caps rowIds at MAX_TABLE_SELECTION_ROWS, so a
2,000-row selection advertised 2,000 while the chip referenced 500 — breaking
the same invariant the fix claimed to establish.

Routes the count through a chipRowCount helper next to the builder that applies
the cap, so the label cannot drift from the payload again.

utils.test.ts now asserts the invariant directly rather than the formula:
across 1, 42, 500, 750 and 50,000 requested rows, chipRowCount equals the
rowIds length the context actually carries. Verified to fail if the cap is
dropped.

* fix(chat): stop a removed chip lingering when its label prefixes another

Cursor Bugbot: the mention sync tests each label with a lookahead that rejects
only word characters, so '-', ')' and space all let a shorter label match INSIDE
a longer token. '@notes.md:12' matches within '@notes.md:12-40', and
'@Sales (3 rows)' within '@Sales (3 rows) (2)'. Deleting the shorter chip left
its context attached, and it was still sent with the message.

The label class is pre-existing, but this PR made it routine: line ranges and
uniqueContextLabel ordinals generate prefix pairs for any two selections of the
same file or table.

Fixed at the sync rather than by reshaping labels to dodge the prefix — a label
format chosen to avoid a matcher bug would just relocate it. Contexts are now
tested longest-label-first, and each matched token is blanked before shorter
labels are tested, so every context is judged against text its own token owns.
Blanked in place, not removed, so the (^|\s) boundary of whatever sits next to
it is preserved; prev order is still what's returned.

Shared with the workflow copilot input, so tests cover both directions: the two
prefix pairs are dropped when only the longer token remains, both survive when
both tokens are present, order is preserved, and trailing punctuation after a
mention still keeps its chip.

* fix(chat): include the line range in file-selection equality

Cursor Bugbot: areContextsEqual compared only fileId and text for
file_selection, while the comment directly above claimed equality was the
selected range. A line that occurs twice in a file — a repeated import, a
closing brace — highlighted at both places produced identical text, so
prepareContextForInsert called the second a duplicate and dropped its chip,
even though the labels (notes.md:12 vs notes.md:50) were plainly different.

Comparing startLine/endLine as well makes the code match what the comment
promised. The rich-markdown editor omits the range, so both sides are undefined
there and identical text still dedupes — correct, since two identical passages
are genuinely indistinguishable without line numbers.

Tests cover both: distinct ranges stay distinct, an exact repeat still dedupes,
and the no-line-number path still dedupes. Verified the first fails against
text-only equality.

* fix(tables): drain past the cap so exclusions can't shrink a select-all chip

Cursor Bugbot: for a gutter select-all the menu count comes from
selectedRowCount (capped), but the chip was built by loading exactly
MAX_TABLE_SELECTION_ROWS and filtering exclusions AFTER. Any excluded row inside
that prefix left the chip short of the advertised count.

Third appearance of the same invariant — label vs payload — this time in the
select-all path specifically, which the earlier fixes did not touch.

Loads the cap plus the exclusion count, which covers the worst case where every
exclusion falls inside the prefix, so the filtered result still reaches the cap
whenever the table has the rows. Extracted as drainTargetForChip so the
compensation is stated and tested rather than an inline arithmetic detail.

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-01 16:59:45 -07:00
Waleed d89ab4a8ee fix(security): bound response bodies in secureFetchWithPinnedIP by default (#6169)
secureFetchWithPinnedIP only capped a response body when the caller passed
maxResponseBytes; with the option absent the body streamed into an unbounded
Buffer.concat. Several tool proxies whose target host is user-supplied
(Jupyter, ClickHouse, Grafana, 1Password Connect) and the RSS poller called it
without that option, so an attacker-controlled server answering with an endless
chunked body could grow the shared process heap until it was OOM-killed.

Make the cap fail-safe: default to 100MB (and treat a non-positive value as the
default) so there is no unlimited mode, then pass tighter explicit caps at the
user-supplied-host sites.

Responses that carry no body (HEAD, 204, 304) are exempted from the
content-length pre-check — they advertise the resource size as metadata, which
would otherwise spuriously fail a HEAD probe of a large file or an RSS
conditional-GET 304.
2026-08-01 16:54:34 -07:00
Waleed 47e8f1eb5b fix(ssh/sftp): cap remote file reads on received bytes, not stat() size (#6168)
The SFTP/SSH download routes buffered a remote file into memory with the
only size guard being sftp.stat().size — a value the caller-supplied SSH
server controls. A server that reports a tiny size and then streams
endlessly drove unbounded heap growth until OOM.

Read through the existing readNodeStreamToBufferWithLimit limiter, which
enforces the cap on bytes actually received and destroys the stream on
breach, via a small readSftpFileCapped wrapper in sftp/utils. All four
SFTP-reading tool routes now share it — download, download-file,
read-file-content, and the append path of write-file-content, which had
no cap at all.

The wrapper keeps a no-op error listener on the stream for its whole
life: ssh2 rejects still-pending SFTP requests when the channel closes,
which arrives as a late error event after the limiter has detached its
own handlers, and an error event with no listener would take the process
down. Too-large responses now return 413 to match how the rest of the
routes surface PayloadSizeLimitError, and responses report the actual
byte count rather than the server-reported stat size.
2026-08-01 16:53:46 -07:00
18214158b9 fix(sanitization): secret exposure in function and agent trace spans (#6000)
* fix trace span secret sanitization

* sanitize workflow output logs

* preserve streaming usage estimates

* Fix logging session test after staging merge

* secrets sanitization correctness

* fix(execution): address review regressions

* fix(execution): harden secret trace provenance

* fix(execution): preserve functional state during trace projection

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
2026-08-01 16:37:08 -07:00
3740c62112 feat(library): Agentic AI Coding Tools: What They Are and How the Top Options Compare (#6164)
* feat(library): Agentic AI Coding Tools: What They Are and How the Top Options Compare

* feat(library): add generated cover for agentic AI coding tools post

---------

Co-authored-by: Sim Pi Agent <pi@sim.ai>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-01 11:51:13 -07:00
Waleed 51560390dd fix(styles): restore transition timing Tailwind was silently dropping (#6165)
`tailwindcss-animate` adds a `duration-*` utility for `animation-duration`,
which collides with core's `transition-duration`. For a named value Tailwind
emits both rules, but for an arbitrary value it cannot pick one — so it drops
the class entirely and warns.

The result is 52 usages across 13 files that produced **no CSS at all**.
Elements marked `transition-transform duration-[1700ms]
ease-[cubic-bezier(0.22,1,0.36,1)]` had neither a duration nor an easing
function: they snapped instead of animating. Most of it is the landing hero.

Verified by compiling the stylesheet on both sides:

  transition-duration: 1700ms                              before=0 after=1
  transition-duration: 420ms                               before=0 after=1
  transition-duration: 175ms                               before=0 after=1
  transition-timing-function: cubic-bezier(0.22,1,0.36,1)  before=0 after=1
  transition-timing-function: cubic-bezier(0.23,1,0.32,1)  before=0 after=1

The stylesheet grows 1,425 bytes — exactly the rules that were missing — and
the 16 ambiguity warnings on every dev start go to zero.

Every usage is in a transition context (`transition-opacity`,
`transition-transform`, `transition-[...]`); none sits alongside an `animate-*`
utility, so `transition-duration`/`transition-timing-function` is the right
half of the collision in all 52 cases.
2026-08-01 11:50:15 -07:00
Waleed 03649e934c refactor(dev): remove the minimal-registry escape hatch (#6163)
* refactor(dev): remove the minimal-registry escape hatch

`dev:minimal` existed because the tool registry was 71-82% of every workspace
route's module graph and aliasing it away was the only way to make dev bearable.
The metadata work removed that reason, so the hatch now buys almost nothing:

  before this stack   31.7s -> 20.0s cold  (-37%)
  after this stack    22.9s -> 20.7s cold  (-10%)

A 10% cold-compile win, on the run that happens once — restarts are ~4.2s either
way — is not worth what it costs. `tools/registry.minimal.ts` and
`blocks/registry-maps.minimal.ts` are 283 lines of hand-curated duplicates of the
real registries that **nothing keeps in sync** (no lint, no CI check, no test);
they are correct today only because someone remembered. And the mode is actively
misleading: it silently drops ~250 services and ~280 blocks, so anything
reproduced under it may not reproduce for real.

Removes both files, the `SIM_DEV_MINIMAL_REGISTRY` branch from `next.config.ts`
(including the whole `webpack()` hook, which existed only for this), and the
`dev:minimal` / `dev:full:minimal-registry` scripts.

Verified after removal: `tsc` clean, boundary + metadata + skills + monorepo
gates pass, and `next dev` starts and serves the canvas at 22.6s cold / HTTP 200.

* fix(setup): stop the wizard offering the removed minimal-registry mode

The setup wizard prompted for a dev server on machines under 16GB and
**defaulted** to `dev:full:minimal-registry` — a script this stack deletes.
Anyone running `bun run setup` on a low-RAM machine would have accepted the
default and hit "Script not found", which is exactly the contributor the mode
existed to help.

Repointed at `dev:full:capped`, which still exists and caps Node at 4GB without
dropping ~250 integrations — a strictly better answer to the same question.

The hints were also stale: they warned the full registry "can use 4-5GB+ on its
own", which was true when a dev server sat at 11.5GB. It now sits at ~4GB, so
they say that instead.

Missed by an earlier sweep because the pattern searched for `dev:minimal` and
`registry.minimal`, and this string is `dev:full:minimal-registry` — the two
halves reversed. Re-swept across every file type for all spellings: zero
references remain. Also audited every script value the wizard can return, so the
class of bug is checked, not just this instance.
2026-08-01 11:27:38 -07:00
Waleed e8894a8764 perf(tools): guard the tool-registry client boundary in CI (#6156)
* perf(tools): guard the tool-registry client boundary in CI

The registry was 71-82% of every workspace route's module graph, and the two
edges that put it there were invisible at the call site: `providers/utils.ts`
imported `mergeToolParameters`, and `mcp-dynamic-args.tsx` imported
`formatParameterLabel`. Neither import looks remotely like "pull in 4,700
modules of SDK clients", which is why this needs a lint rather than a convention.

`check-tool-registry-boundary.ts` walks the value-import graph (skipping
`import type`, which is erased) from the workspace layout and the four routes
that mount inside it, and fails if `@/tools/registry` is reachable — printing
the exact chain that reintroduced it.

Verified it fails: reintroducing a `getTool` import in `serializer/index.ts`
exits 1 and names the chain through `stores/workflow-diff/store.ts`; removing it
returns to 0.

There is deliberately no allowlist. The fix for a failure is always to move the
symbol the file actually needs into a registry-free module, not to exempt the
route.

Documents the guard in the tool-registry-boundary skill.

* fix(tools): close two edge-detection gaps in the registry boundary guard

Review found the walker missed two forms, both verified against a matrix of
every import/export shape:

  export * as ns from '…'   namespace re-export — the star branch had no alias
  import('…')               dynamic import

A dynamic import splits the registry into its own chunk rather than the route's
initial one, so it does not show up in cold-compile time — but it still puts
4,300 tools' worth of executable config on a client path, which is what this
guard exists to prevent. It counts as reaching the registry. No such import
exists today; this is purely closing the hole.

Adding both raised the measured counts (tables 1,217 -> 1,261, files
1,310 -> 1,419) because lazily-loaded modules are now counted. The registry
stays unreachable from all five entries.

Also checked and rejected: side-effect imports (`import '@/x'`) were reported as
missed, but are matched both standalone and after another import — the `from`
clause is already optional.

* fix(tools): resolve extensionful specifiers in the boundary guard

`resolveSpecifier` probed `base + ext` and `base/index + ext` but never `base`
itself, so an already-extensioned specifier resolved to null and its edge
vanished from the walk — `import { tools } from '@/tools/registry.ts'` would
have passed the guard silently.

Not theoretical: `executor/execution/block-executor.ts` already imports
`@/executor/human-in-the-loop/utils.ts` with the extension, so real edges were
being dropped. Counts rise slightly now that they are followed (canvas
2,023 -> 2,029).

Verified: the extensionful import exits 1, and removing it returns to 0.

* fix(tools): discover guard entries instead of listing them

Review caught the guard checking the wrong shell: it named
`app/workspace/layout.tsx` as "the shared shell every route mounts inside", but
that file only wraps `SocketProvider`. The real shell is
`app/workspace/[workspaceId]/layout.tsx`, which pulls in `WorkspaceChrome`, the
loaders and the providers — and it was never checked.

Worse, layouts are composed by Next.js convention rather than imported, so a
page's graph never reaches its layout at all. Walking pages alone left every
layout module outside the guard.

So entries are now discovered: every `page.tsx` and `layout.tsx` under
`app/workspace`, 35 of them instead of a hand-written 5. A list goes stale
silently; discovery cannot. Refuses to pass vacuously if the walk finds none.

Immediately found a real edge the hand-written list had missed — the settings
route reaching the registry through a dynamically-imported access-control panel
(fixed in the previous commit). Full walk takes ~2s.

Also restores the extensionful-specifier fix, which a bad merge had dropped from
this file. Re-verified both directions: an extensionful `@/tools/registry.ts`
import exits 1, removing it returns to 0.

* fix(tools): restore the dynamic-import and namespace-alias edge detection

A bad merge during a rebase reverted this file to a pre-fix revision, silently
dropping `DYNAMIC_IMPORT_RE` and the `export * as ns from` alias branch that
earlier commits on this branch had already added. The guard still passed, which
is the worst way for a lint to break — it simply stopped following edges.

Caught it because the per-route counts fell after the rebase (files
1,424 -> 1,314, logs 1,610 -> 1,545) rather than staying put. A guard that
reports fewer modules after a no-op merge is not passing, it is blind.

Now verified against every bypass form rather than the one I happened to think
of, so a future regression of this kind fails loudly:

  CAUGHT  extensionful    import { tools } from '@/tools/registry.ts'
  CAUGHT  dynamic         import('@/tools/registry')
  CAUGHT  ns re-export    export * as ns from '@/tools/registry'
  CAUGHT  side-effect     import '@/tools/registry'
  CAUGHT  plain named     import { tools } from '@/tools/registry'
  clean tree passes

* fix(tools): traverse require() edges in the boundary guard

Review flagged `require()` as an untraversed edge form, and it is not
hypothetical here — this codebase uses lazy `require('@/…')` to break import
cycles, including from a client-reachable file (`tools/params.ts` reaches
`@/blocks` that way). Those edges are as real as static imports; a `require` of
the registry would have walked straight past the guard.

The audit now covers every form a module can be reached by, each verified rather
than assumed:

  CAUGHT  plain named     import { tools } from '@/tools/registry'
  CAUGHT  side-effect     import '@/tools/registry'
  CAUGHT  extensionful    import { tools } from '@/tools/registry.ts'
  CAUGHT  ns re-export    export * as ns from '@/tools/registry'
  CAUGHT  dynamic         import('@/tools/registry')
  CAUGHT  require         require('@/tools/registry')
  clean tree passes

No new violations surfaced — the 35 guarded page/layout graphs stay clean with
require edges followed.
2026-08-01 11:27:37 -07:00
Waleed 452d82a636 perf(tools): read tool metadata instead of the registry on client paths (#6155)
* perf(tools): read tool metadata instead of the registry on client paths

Cuts the last four edges that pulled `@/tools/registry` into the workspace
shell. Every workspace route drops ~4,700 modules:

  route                before   after
  /w (canvas)           6,592   1,908   -71%
  /logs                 6,227   1,543   -75%
  /tables               5,903   1,217   -79%
  /files                5,996   1,310   -78%
  workspace layout      5,751   1,063   -82%

Dev cold compile of the canvas, n=3, cache cleared between runs:

  before   32.3s / 31.4s / 30.1s   RSS 9.0-12.5 GB
  after    22.4s / 22.2s / 21.6s   RSS 7.8-9.2 GB

That lands where the `dev:minimal` escape hatch measured (20.0s / 6.7 GB)
without its downside — `dev:minimal` swaps in curated registries that drop ~250
services, whereas this keeps every tool working.

Rewired:
  - `block-outputs`  -> `getToolOutputsMetadata` (needed `outputs`)
  - `serializer`     -> `getToolParams`          (needed `params`)
  - `validation`     -> `hasToolId`              (needed existence only)
  - `tools/params`   -> `getToolMetadata`        (needed `params`, `oauth`, `name`)

`tools/params.ts` was the stubborn one: `mcp-dynamic-args.tsx` imports only
`formatParameterLabel` from it, so the whole registry rode in behind a string
helper — the same shape as the `mergeToolParameters` edge cut earlier.

Adds a third generated artifact, `tool-ids.ts` (~110 KB). Resolution needs only
the key set, so `@/tools/metadata` and `@/tools/metadata-outputs` both resolve
through it and stay independent of each other, and an existence check costs
~110 KB instead of ~4 MB.

Behaviour preservation was the risk here: `getTool` resolves an unversioned name
onto its newest version, and a plain key lookup would have silently reported 246
versioned tools as missing. `resolveToolId` is reproduced against the id set and
differentially tested — 4,404 probes (every id, every stripped base name, and an
unknown) comparing old vs new resolution and existence: 0 mismatches.

`ToolWithParameters.toolConfig` and `SubBlocksForToolInput.toolConfig` narrow
from `ToolConfig` to `ToolMetadata`. The only external reader is
`tool-input.tsx`, which uses `.name`.

* docs(tools): point the boundary skill at the three metadata modules

The skill still routed `hasToolMetadata` and `getToolIds` to `@/tools/metadata`,
but this PR moved id resolution into `@/tools/tool-ids`. Left as-is it would
send the next caller to the 4 MB module for an existence check that costs
110 KB — the exact mistake the skill exists to prevent.

Also records the two properties a caller can silently get wrong: lookups guard
with `Object.hasOwn` (a bare bracket lookup returns inherited prototype members),
and they resolve unversioned names (246 tools are versioned, and a plain lookup
reports them missing rather than crashing).

* fix(tools): cut the settings-route registry edge and fix serializer test mocks

Two findings from review, both real.

The settings route still reached the registry:

  settings/[section]/page.tsx -> settings.tsx -> (dynamic import)
  ee/access-control/components/access-control.tsx -> group-detail.tsx
  -> tools/utils.ts -> tools/registry.ts

It reads `getTool(id)?.name` — metadata — so it moves to `getToolMetadata`.
The earlier audit missed it because it walked only from the canvas route, and
the edge hides behind a dynamic `import()` that a static walk skips.

Serializer tests mocked the wrong module. `Serializer` now reads params via
`getToolParams` from `@/tools/metadata`, but the tests still only mocked
`@/tools/utils`, so they controlled nothing and passed because the real
generated artifacts happen to agree with the fixtures.

Adds `toolsMetadataMock` to `@sim/testing/mocks`, backed by the same
`mockToolConfigs` as `toolsUtilsMock` so a test mocking both sees one consistent
tool universe, and mocks it in the three serializer suites.

Verified the mock is now load-bearing: pointing it at a sentinel param makes the
three user-only-required validation tests fail, and restoring it returns all 110
serializer tests to green. Before this they passed either way.

* fix(tools): freeze the tool id array handed out by getToolIds

`getToolIds()` returned the module's internal array by reference, so a caller
doing `getToolIds().sort()` would reorder it in place and silently corrupt every
later lookup — the in-place-mutation footgun `.claude/rules/sim-react-performance.md`
calls out.

Frozen rather than copied: the array is consumed in loops, so copying would
allocate on every call. Freezing makes the mutation throw instead of corrupt, and
`[...getToolIds()].sort()` still works. Return type is now `readonly string[]`,
so the mistake is a compile error rather than a runtime surprise.

No caller mutates it today; this is closing the hole, not fixing a live bug.

* test(tools): enforce that the two tool-id resolvers never diverge

`resolveToolId` now exists twice on purpose — `@/tools/utils` resolves against
the live registry (so a tool added before regeneration still resolves at
runtime), `@/tools/tool-ids` against the generated id list (so client code
resolves without importing 4,300 tools). Nothing structurally kept them in step;
a change to versioning logic in one would silently drift from the other.

`tool-metadata:check` now asserts they agree across every id, every stripped
base name, and an unknown — 4,404 probes — and only after the staleness check
passes, so a missing regeneration reports as staleness rather than as drift.
Verified it fails: breaking resolution for `gmail*` exits 1; restoring it passes.

It cannot live in a vitest suite. `vitest.setup.ts` globally mocks
`@/tools/registry` to an empty map, so `getTool` resolves nothing there — a
parity test written as a spec passes or fails for the wrong reason. Both facts
are recorded where the code is.

Both resolvers stay exported. An earlier pass here un-exported the `@/tools/utils`
one as dead; `tools/utils.server.ts` imports it through a multi-line import that
a grep missed, and `tsc` caught it. Its doc now says which resolver a caller
should reach for instead of leaving two identically-named functions unexplained.
2026-08-01 11:27:37 -07:00
Waleed d6e08d38d7 perf(tools): generate serializable tool metadata artifacts (#6153)
* perf(tools): generate serializable tool metadata artifacts

Adds `scripts/sync-tool-metadata.ts`, which projects the executable tool
registry down to the data half nobody needs a closure for, plus typed accessors
over the result. No consumer is rewired yet — that is the next PR.

`@/tools/registry` is a ~9,000-line barrel over 4,366 tools. Each `ToolConfig`
mixes plain data (`params`, `outputs`, `name`) with closures (`request.headers`,
`transformResponse`, `directExecution`, `postProcess`), and those closures reach
every integration's SDK client and parser — which is why reaching the barrel
costs ~4,700 modules. Every client-reachable caller was audited: none of them
need a closure. They need `outputs`, `params`, or an existence check.

Two artifacts, not one. `outputs` is ~4 MB of the ~8 MB and has a single
consumer, so it is emitted separately and exposed from its own module; callers
needing only params never load it.

The data is a JSON string parsed at runtime rather than an imported `.json` or
an object literal. That is not stylistic — with `resolveJsonModule` (enabled
repo-wide) a `.json` import makes TypeScript infer a literal type for all 4,366
entries:

  tsc --noEmit, baseline                12.6s
  tsc --noEmit, with `.json` imports    8m07s   (38x)
  tsc --noEmit, with string literals    12.0s

An ambient `declare module` does not short-circuit it (measured: 8m18s), and an
object literal is the same inference work. A single string literal is one cheap
token for the compiler and the bundler, and `JSON.parse` beats evaluating the
equivalent literal at runtime.

The generator refuses to emit any function value, so shipping executable config
to the client fails loudly instead of silently. `hosting` and `schemaEnrichment`
are excluded on those grounds — both hold functions and are server-only.

Also strips empty param entries: the registry has one (`stt_deepgram_v2`, an
`undefined`) which crashes callers that read `param.type` while iterating.
`JSON.stringify` drops `undefined` on its own, so the guard is there for an
explicit `null` — which serializes faithfully and would reach consumers — and to
warn either way.

Wires `tool-metadata:check` into CI alongside the other generated-contract
gates, and ignores the generated directory in biome (it exceeds the 1 MB limit
and was being skipped with a notice on every commit).

Adds a `tool-registry-boundary` skill covering which module to import, the three
non-obvious properties of the artifacts, and how to verify an edge is actually
cut — the canvas route reaches the registry through four redundant paths, so
cutting one alone moves the module count by ~1.

* fix(tools): harden the metadata accessors against inherited keys

Review found two real defects in the generated-metadata layer.

`JSON.parse` returns an object with the normal prototype, so a bare bracket
lookup resolved inherited members: `getToolMetadata('constructor')` returned a
*function* typed as `ToolMetadata`, and `getToolOutputsMetadata('toString')`
likewise — silently violating the accessors' documented "undefined if unknown"
contract. Guarded with `Object.hasOwn`, with a parameterised regression test
over `constructor`, `toString`, `valueOf`, `hasOwnProperty` and `__proto__`.

The generator's no-functions scan also gave up past ten levels of nesting. Param
and output schemas nest arbitrarily, so a deeper closure would have been dropped
silently by `JSON.stringify` while generation reported success — shipping an
incomplete schema and defeating the guarantee the scan exists to provide. The
depth cap is gone; a `WeakSet` handles the cycles that exposes.

* docs(tools): tell tool authors to regenerate the metadata artifacts

A new tool now has a second registration step. Client code reads `params` and
`outputs` from the generated artifacts rather than from the registry, so a tool
added without regenerating them is registered but invisible to the UI — and CI
fails on the stale artifacts.

`add-tools` and `add-integration` are where someone actually adds a tool, so the
step goes in both, next to the registry edit and in each checklist.

* docs(blocks): note when a block change needs tool-metadata regeneration

Adding a block alone needs no regeneration — it references existing tool IDs and
changes no tool's shape. But a change that touches a tool alongside the block
does, and this is where that is easy to miss: a block's `outputs` are authored
to match its tools' outputs, and the UI now reads those from the generated
metadata, so a stale artifact makes the block's declared outputs disagree with
what the panel renders (and fails CI).

Completes the tool-authoring surface alongside add-tools and add-integration.

* docs(tools): cover tool removal in the regeneration guidance

The three tool-authoring skills said to regenerate after adding or changing a
tool, but not after removing one. Removal is equally breaking and equally
guarded: deleting a tool from `tools/registry.ts` without regenerating fails
`tool-metadata:check` (verified — exit 1), so a contributor following the skill
literally would have hit a CI failure the skill never warned about.
2026-08-01 11:27:36 -07:00
Waleed 9299cee58d perf(tools): move mergeToolParameters into a registry-free leaf module (#6152)
* perf(tools): move mergeToolParameters into a registry-free leaf module

`providers/utils.ts` imports exactly one thing from `@/tools/params`:
`mergeToolParameters`. That function performs no tool lookup at all — it merges
two plain param objects. But `params.ts` imports `getTool` from `@/tools/utils`,
which statically imports the 4,300-entry `@/tools/registry` barrel, so that
one-symbol import was dragging the entire tool registry into every module graph
that reached it.

Measured with a module-graph walk from each entry:

  tools/params.ts       4,926 modules (registry reachable)
  providers/utils.ts    4,926 modules (registry reachable)  ->  22 modules ✅
  tools/merge-params.ts     2 modules (registry NOT reachable)

`mergeToolParameters`, `deepMergeInputMapping` and `isNonEmpty` move to
`@/tools/merge-params`, which is forbidden from importing `@/tools/utils`,
`@/tools/registry` or `@/tools/params`. `params.ts` now imports `isNonEmpty`
from there; its `isRecordLike` and `isEmptyTagValue` imports became unused and
are dropped. The two consumers (`providers/utils.ts`,
`executor/handlers/pi/sim-tools.ts`) import from the new module directly rather
than via a re-export, per the no-re-exports rule.

This is preparation, not the payoff. The canvas route still reaches the registry
through three other edges (block-outputs, serializer, sanitization/validation) —
all four are redundant paths and must all be cut before the route's module count
moves. Those follow in the metadata-manifest PRs.

Behaviour is unchanged: the moved functions are copied verbatim.

* refactor(tools): make deepMergeInputMapping module-private

It was exported from `@/tools/params` and imported by nothing — a private helper
of `mergeToolParameters` that had leaked into the public surface. Since this move
created the module, the export goes with it rather than being carried forward.

Verified zero consumers repo-wide before dropping it.
2026-08-01 11:27:36 -07:00
Waleed 28abbc94c6 perf(dev): re-enable the Turbopack dev filesystem cache (5.4x faster restarts) (#6151)
* perf(dev): re-enable the Turbopack dev filesystem cache (5.4x faster restarts)

`turbopackFileSystemCacheForDev` has been `false` since #5408 — a landing-page
homepage redesign whose description covers hero cards, feature-card aspect
ratios, eyebrow chips and a voice-input button color, and never mentions
Turbopack, caching, or dev performance. It was collateral, not a decision, and
it overrode the Next default (true since v16.1).

It is not the flag #6078/#6080 measured. That A/B was `...ForBuild` and its
conclusion stands — the build cache is a 3.2x regression and stays off. The two
flags look alike and are opposite decisions; both are now commented as such.

Measured on `/workspace/[workspaceId]/w`, n=3 per arm, SIGINT between runs:

  cache OFF   31.4s / 30.1s / 31.9s   RSS 9.0-9.8 GB
  cache ON     5.6s /  5.6s /  5.5s   RSS 4.4-5.1 GB

5.4x faster restarts, ~2x less resident memory. Cold compile against an empty
cache is unchanged (~32s either way) — the cache only pays back on restart,
which is the loop that actually hurts.

The cache is unbounded on disk: the abandoned one on this machine had reached
78 GB across 1,848 SST files, and a stale cache is slower to read back, so left
alone it erodes the win it exists to provide. `prune-turbopack-cache.ts` runs on
`predev` and drops it past a cap (default 20 GB, `SIM_TURBOPACK_CACHE_MAX_GB` to
override); `bun run dev:cache:prune` forces it. It never blocks `next dev` on a
maintenance failure.

Adds a `dev-performance` skill recording the cost model, the reference numbers,
and the benchmarking method — including that stopping the server with `kill -9`
mid-cache-write discards the cache and makes this exact win read as no win.

* improvement(dev): chain the cache prune into dev scripts instead of a predev hook

Review read the root `bun run dev` path as bypassing the `predev` hook and so
never capping the newly-enabled cache. Turbo does fire `pre*` hooks — verified
live, the run prints the prune before `next dev` — but the concern is fair in
that the guarantee rested on package-manager lifecycle semantics that are
invisible at the call site.

Chaining it explicitly removes the question entirely: every `dev` variant now
runs `bun run dev:cache:cap && …`, which holds on any invocation path, is
visible in the command itself, and drops the three duplicated `predev:*` entries
for one shared script.

Verified on both paths — direct `bun run dev` and root `turbo run dev`, the
latter printing:

  sim:dev: $ bun run dev:cache:cap && next dev --port 3000
  sim:dev: $ bun run ../../scripts/prune-turbopack-cache.ts

* docs(dev): document cache-corruption recovery, the cost of enabling the cache

Stress-tested the failure mode rather than assuming it: deliberately corrupting
an SST block makes Turbopack abort with a FATAL panic — it does not self-heal.

  FATAL: An unexpected Turbopack error occurred.
  Cache corruption detected: checksum mismatch in block 4 of 00000221.sst

`bun run dev:cache:prune` and restart fixes it; verified the canvas serves 200
again afterwards. Documented in the skill and in the script's header, since the
symptom is a hard crash and the remedy is not guessable.

This is the honest cost of turning the cache on. It is worth paying — a 5.4x
faster restart against a rare, loud, single-command failure — but it should be
written down rather than discovered.

Worth distinguishing from the adjacent case: an ordinary hard kill does *not*
corrupt the cache. Turbopack discards a partially-written cache and rebuilds it
silently, which is exactly why a `kill -9`-based benchmark reads as "no cache
win" (noted in the benchmarking section).

* refactor(dev): drop the dev-performance skill, keep its findings at the code

A whole skill was too much for what this is. The parts that are load-bearing —
why the two lookalike cache flags are opposite decisions, the measured numbers,
the corruption remedy, and the benchmarking trap — now live in the config and
script they describe, where someone changing the flag actually reads them.

The trap is the piece worth keeping: `next dev` compiles on demand so startup
time is meaningless, and stopping the server with `kill -9` makes Turbopack
discard a partially-written cache and rebuild silently — which reads as 'the
cache does nothing' and is how this flag stayed wrong for a month.

Dropped rather than relocated: generic advice that was not specific to this repo
(antivirus, Docker-on-macOS, orphaned processes) and a measured no-op
(`optimizePackageImports` for lucide-react changed nothing, 31.6s vs 31.7s).

* docs(dev): record the measured cost and concurrency behaviour of cache pruning

Stress-tested the maintenance path rather than assuming it is free.

Cost: the size walk is ~30ms on a real cache and ~85ms at 2,000 files — under 2%
of a 4.2s warm restart, and invisible against a cold one. It runs before every
dev start, so it needed to be cheap; it is.

Concurrency: pruning while a dev server is live (which happens when a second
server is started from the same checkout) does not crash it. The running server
keeps its in-memory state and kept serving HTTP 200 with zero panics. It does
stop persisting for the rest of that session, so its next start is cold once —
verified recovering at 23.4s then 4.5s. Worth writing down because the directory
silently never reappears mid-session, which looks like a bug if you go looking.

The cap is a backstop, not routine: a normal session sits at 1-2 GB against a
20 GB default.

* fix(dev): cap every app's Turbopack cache, not just apps/sim

`apps/docs` is a Next app too (`next dev --port 3001`) and overrides nothing, so
it uses the Next default where the dev filesystem cache is on. It already had an
uncapped 1.1 GB cache here, and the root `bun run dev` (`turbo run dev`) starts
it — so a teammate using the documented command was accumulating a cache nothing
would ever prune.

The script now resolves its target from the working directory instead of
hardcoding `apps/sim`, and each app chains its own cap. Per-app rather than one
sweep on purpose: a single pass would let one app's dev start delete a cache
another app is holding open, which costs that session its persistence.

Verified both: `apps/sim` and `apps/docs` each report and cap their own 1.1 GB
cache, and both dev servers start clean (`Ready in 299ms` / `229ms`, docs serving).

* refactor(dev): drop dev:cache:prune in favour of the existing dev:clean

`dev:cache:prune` duplicated `dev:clean`, which already existed in `apps/sim` and
does strictly more (`rm -rf .next/dev/cache` covers the Turbopack cache plus the
fetch and image caches). Two commands for one job is worse than one, and the
docs pointed at the newer, narrower of the two.

Removes it from both apps and gives `apps/docs` the `dev:clean` that `apps/sim`
already had, so the recovery command is the same everywhere. `dev:cache:cap`
stays — it is the chained step, used by more than one dev variant, and naming it
keeps the relative script path out of each command.

Verified `dev:clean` is a real remedy: corrupt a cache block, run it, restart —
canvas serves 200 with no panic.

Also corrects an overstatement. A damaged cache does not *always* abort
Turbopack; whether it panics depends on whether the damaged region is read, so
it is not reliably reproducible. Both notes now say "can abort" and give the same
remedy either way.
2026-08-01 11:27:35 -07:00
Justin Blumencranz 273ca06ddb fix(files): serve rendered documents instead of source code (#6139)
* fix(files): serve rendered documents to attachments and workflow reads

Generated documents store their generation source under a .pdf/.docx name and
keep the compiled binary in a separate content-addressed artifact store, so any
consumer doing a raw read handed out source text under a document name.

- Route attachments and readUserFileContent through the servable resolver so
  they get the compiled artifact, and stop the internal generation-source MIME
  marker reaching providers as a content type.
- Render on read when the artifact is missing. The artifact key is (workspace,
  source hash), so forking a workspace, moving a file, or editing the source
  outside a recompiling writer orphaned it permanently and reported "still
  being generated" forever. Rendering self-heals those and stores the result.
- Fall back to serving stored bytes as application/octet-stream when a render
  fails, instead of failing forever, and remember not to retry those bytes.
- Only compile without a workspace context when the file's type positively
  says it is generation source, so unrelated stored bytes are never executed.
- Make the doc-not-ready error opt-in per caller and give it a 409 via
  HttpError, so output decoration degrades instead of failing completed work.

* fix(files): keep render failures retryable and never relabel unrendered bytes

Addresses the first review round.

- Only memoize a render failure when it is deterministic. A DocCompileUserError
  means the source will never render, so remembering it is safe; sandbox
  outages, timeouts, and cancellations are transient and were stranding valid
  documents for the life of the process. Infra failures now propagate, which
  also restores DocCompileUserError reaching callers that map it to 409.
- Refuse to hand back bytes the resolver could not render. readUserFileContent
  returns a string, so the resolver's honest application/octet-stream could not
  travel with it and attachment builders re-inferred a document MIME from the
  filename — shipping generation source to a provider as a PDF. The file-serve
  route keeps the graceful passthrough, where a human downloading the bytes is
  useful.
- Normalize the declared type once so a padded or upper-cased source marker
  cannot pass the resolver gate on one code path and fail it on the other.
- Import the doc-not-ready guard lazily. The static import pulled the
  doc-compile module graph (remote sandbox, task runner, execution limits) into
  every hydration consumer and broke an unrelated test's module mock in CI.

* perf(files): coalesce concurrent renders of the same missing artifact

An artifact miss is identical for every concurrent reader — a freshly forked
workspace whose document several viewers open at once, or one request whose
blocks read the same file — and each was paying for its own compile of the same
bytes. Share one in-flight render per (workspace, source, ext) key and drop the
entry as soon as it settles, so a later read still re-renders normally.

* fix(files): refuse unrendered bytes at the download boundary

Addresses the second review round.

- Throw UnrenderableDocumentError from downloadServableFileFromStorage instead
  of returning bytes with an `unrendered` flag. Around 45 call sites (email
  attachments, cloud uploads, zip entries, provider attachments) receive only a
  Buffer and re-infer the type from the filename, so a flag they must remember
  to check is a flag they will not check. Those callers already handled the
  previous not-ready throw, so failing is the shape they expect. The file-serve
  route is unaffected — it resolves bytes directly and keeps the graceful
  passthrough, where a human downloading the file has a use for it.
- Surface that failure through hydration: with throwOnDocNotReady set, the
  caller cannot use a file with no content, so an unrenderable document now
  reaches it verbatim instead of degrading to null and reporting a misleading
  "may exceed size limit or no longer accessible".
- Stop a shared render inheriting one caller's cancellation. The coalesced run
  no longer carries any caller's signal; each caller races its own instead, so
  an aborting reader gives up promptly while the render finishes for the others
  and still lands in the cache.

* fix(files): move the unrenderable error out of the 'use server' module

file-utils.server.ts carries 'use server', whose exports must all be async
functions, so exporting an error class from it failed the production build with
67 cascading errors. The class now lives in the plain file-utils.ts beside the
other shared file helpers, which also lets the hydration path import it directly
instead of through a dynamic import.

Also bounds how long a failed render is remembered. The isolated-vm engine
cannot tell a bad source from a sandbox outage, so a permanent entry let one
transient failure block re-rendering that source for the life of the process.
Entries now expire after five minutes: long enough to stop a read loop spending
a sandbox run per read, short enough that an outage self-heals without a deploy.

* fix(files): finish the render cancellation and failure-surfacing edges

- Race the E2B render against the caller's signal too. Only the isolated-vm
  branch did, so an aborted request on the E2B path waited for the sandbox to
  finish and could return a success the caller no longer wanted.
- Attach a terminal handler to the shared render. Every caller races it against
  its own signal, so all of them can walk away; a later rejection with no waiters
  left would otherwise surface as an unhandled rejection.
- Stop narrowing what throwOnDocNotReady rethrows. readUserFileContent now runs
  document compiles and can fail in ways this module has no business
  enumerating; narrowing produced three consecutive review rounds of "this
  particular failure is still swallowed". The flag means "do not degrade".
- Do not mark an unrendered response immutable. The serve route caches versioned
  responses for a year, which would pin a one-off render failure to that URL long
  after a later compile succeeds on the same version.

* revert(files): drop the concurrent-render coalescing

The coalescing was an optional efficiency win — rendering is content-addressed
and idempotent, so duplicate concurrent renders produced the same artifact and
cost only extra sandbox time on an artifact miss. It bought that at the price of
the most intricate code in the change set, and produced three concurrency
findings across two review rounds: a shared render inheriting one caller's
cancellation, an E2B/isolated-vm asymmetry in how the signal was raced, and
orphaned rejections once every caller could race away.

Removing it also restores true cancellation on the isolated-vm path: the caller's
signal now reaches runSandboxTask again, so an abort cancels the sandbox work
rather than only abandoning the wait for it.

* fix(review): simplify generated document attachments

* fix(files): mock servable downloads in hydration tests

* fix(files): preserve rendered attachment semantics

* fix(files): preserve cached artifact size

* fix(files): refuse unresolved xlsx source

* fix(files): resolve execution artifact workspace
2026-08-01 10:56:02 -07:00
Waleed 06506bbd38 improvement(files): cache stream binding meta, tighten file cache-control, prune dead persist path (#6149)
* improvement(files): cache stream binding meta, tighten file cache-control, prune dead persist path

- Cache the agent-stream ProseMirror↔Yjs binding metadata per session and reuse it
  across streamed frames instead of rebuilding it (O(doc)) every frame; matches how
  y-tiptap's own binding maintains the mapping in place. Safe because the shadow doc
  only ever sees the agent's own reconciles.
- Default createFileResponse to a private, no-cache policy so auth-gated bytes are never
  stored in a shared cache; genuinely-public serve routes opt into public caching
  explicitly.
- Serve content-addressed (key=) embedded images with an immutable private cache to
  avoid re-downloading them on every doc re-open; fileId= embeds and public shares keep
  revalidating (the underlying key can change / a share can be revoked).
- Drop the dead conflict.version field from the collab-doc persist result and remove the
  wasted getWorkspaceFile re-read on the conflict path (the relay treats missing and
  conflict identically and never read version).
- Decorate-sort the files/folders lists (compute each sort key once) and index the
  move-menu subtree build (O(N) vs O(N^2)); ordering is preserved exactly.

* fix(files): serve inline images with no-cache so deletion/authorization is enforced per request

Embedded images are authenticated content whose backing file can be deleted or have its
access revoked at any time. Both key= and fileId= embeds serve
private, no-cache, must-revalidate, so every request re-runs the server-side
deletion/authorization check instead of serving a possibly-stale image from cache.
2026-07-31 20:09:45 -07:00
Waleedandmzxchandra 10bfb5d139 feat(realtime): shared room spine + live Files/Tables collaboration + Yjs document editing (#5991)
* feat(realtime): add shared room identity + authorization spine (#5929)

Introduces the foundation for a unified realtime "room" model spanning the
Socket.IO presence server (apps/realtime), the durable SSE event log, and the
ephemeral pub/sub fanout — all of which today reinvent their own room identity,
naming, and authorization.

- @sim/realtime-protocol/rooms: RoomRef { type, id }, ROOM_TYPES, and a
  roomName/parseRoomName codec. WORKFLOW deliberately maps to the bare id so the
  ~40 existing io.to(workflowId) callsites and presence state keys are unchanged;
  every other room type is namespaced so id spaces cannot collide.
- @sim/platform-authz/rooms: authorizeRoom(userId, room, action) generalizing the
  exemplary authorizeWorkflowByWorkspacePermission — one resource->workspace
  resolver per room type, then the shared resolveEffectiveWorkspacePermission +
  permissionSatisfies gate.

Pure foundation, no behavior change: nothing consumes these yet. Prune graph
stays at 14/25 (platform-authz already depended transitively on realtime-protocol
via apps/realtime).

* refactor(realtime): generalize presence server to multi-room [2/N] (#5930)

* refactor(realtime): generalize presence server to multi-room (RoomRef)

Generalizes the Socket.IO presence layer from single-workflow-room-per-socket
to a domain-neutral, multi-room-per-socket model keyed by RoomRef, so a second
domain (workspace files, next PR) can reuse the same membership + presence
engine. Behavior-preserving for workflow collaboration.

IRoomManager is now domain-neutral (addUserToRoom/removeUserFromRoom/
getRoomForSocket/getRoomUsers/updateUserActivity/... all take a RoomRef). The
workflow lifecycle broadcasts (deletion/revert/update/deploy) move out of the
manager into WorkflowRoomService, composed over the generic manager.

Backward-compat by design (no workflow migration, no regression):
- Workflow Socket.IO room name stays the bare workflowId (roomName() maps
  workflow -> bare id), so the ~40 io.to(workflowId) callsites are untouched.
- Workflow Redis presence keys stay workflow:{id}:users/:meta (the type prefix
  IS "workflow").

Multi-room correctness (from adversarial audit):
- socket:{id}:workflow single-value key -> socket:{id}:rooms HASH (type->id).
- The SHARED socket:{id}:session key is deleted only when the socket leaves its
  LAST room (refcount via HLEN) — a leave from one room no longer breaks the
  other room's handlers.
- disconnect enumerates the socket's stored rooms and rebroadcasts presence per
  room, instead of picking an arbitrary socket.rooms entry.
- presence broadcasts use a per-room-type event name (workflow keeps the bare
  presence-update; others are namespaced).

Workflow handlers wrap manager calls with a shared workflowRoom(id) helper;
UserPresence.workflowId -> room (the client never reads that field).

Tests: existing 112 realtime tests pass unchanged (behavior gate) + 7 new
multi-room tests (refcounted session, presence isolation, multi-room disconnect,
per-type event names). tsc clean, boundaries + prune (14/25) green.

* fix(realtime): harden multi-room disconnect + id-guard room removal

Two fixes from an adversarial regression audit of the multi-room refactor:

- Disconnect now handles `disconnecting` (where `socket.rooms` is still populated
  and authoritative) and falls back to the live Socket.IO room set for any room
  the manager's stored state no longer tracked. This restores reliable presence
  cleanup + departure broadcast even if the Redis `socket:{id}:rooms` key was
  evicted or TTL-expired — the one behavioral gap vs the pre-refactor disconnect.
- REMOVE_ROOM_SCRIPT now only drops the socket's room mapping (and runs the
  last-room session cleanup) when the stored id matches the room being removed,
  matching the memory manager's existing id guard. Prevents a mismatched-room
  call from wiping a different room's mapping or the shared session.

+1 test (id-guarded no-op removal). 120 realtime tests pass, tsc clean.

* fix(realtime): only rebroadcast disconnect-fallback rooms whose removal succeeded

Greptile 4/5 follow-up: the disconnecting-time fallback ignored
removeUserFromRoom's boolean and rebroadcast presence even when the removal
reported false. Now it only treats a room as removed (and rebroadcasts) when the
manager confirms it — symmetric with removeSocketFromAllRooms, which already only
returns rooms it actually removed.

* fix(realtime): exclude the disconnecting socket from its farewell broadcast

Greptile follow-up (transient-Redis-failure edge): if removeUserFromRoom fails on
disconnect, the socket's presence entry can outlive it (room hashes have no TTL)
and reappear as a ghost. Disconnect now broadcasts a correction to EVERY room the
socket was in (union of the manager's removed rooms and the live Socket.IO
membership) and passes the disconnecting socket id as excludeSocketId, so it is
never shown as a collaborator regardless of whether the Redis delete succeeded.
Any orphaned entry is still reclaimed by the next join's stale-presence sweep.

broadcastPresenceUpdate gains an optional excludeSocketId; normal broadcasts are
unchanged. +1 test.

* fix(realtime): make presence broadcasts liveness-aware (root-cause ghost fix)

Presence broadcasts now reconcile the stored list against the live Socket.IO
membership (io.in(room).fetchSockets()) before emitting, via a shared
filterVisiblePresence helper. This closes the residual behind the earlier
disconnect fixes: an entry orphaned by a failed removal (room hashes have no TTL)
could reappear in a LATER join's presence snapshot until the 75-min stale sweep.
Now such an entry is never emitted, because a non-live socket is filtered out of
every broadcast. Combined with excludeSocketId (which handles the disconnecting
socket, still momentarily live). Fail-safe: on a fetchSockets throw or an empty
result while entries remain, emit the unfiltered list rather than hide live
collaborators.

Also drops a dead guard in the disconnect union loop (rooms already removed are
skipped by the wasInRooms check) and the now-unused isSameRoom import.

+1 ghost-guard test. 122 realtime tests pass.

* feat(files): live presence avatars + live file tree via realtime rooms (#5932)

* refactor(tables): adopt shared durable event-log core (#5934)

* fix(realtime): address post-merge review-comment findings (#5937)

* fix(realtime): address post-merge review-comment findings

A re-audit of every inline review comment on the merged stack surfaced real
issues that the thread-resolutions and prior audits missed. Fixes:

Presence server (#5930 comments):
- connection.ts: snapshot `socket.rooms` SYNCHRONOUSLY before the first await.
  Socket.IO clears the room set once the synchronous part of a `disconnecting`
  handler returns, so reading it after `await removeSocketFromAllRooms` saw an
  empty set — the eviction fallback was dead. (Cursor: "Disconnect fallback
  misses live rooms".)
- workflow-room-service: restore the original managers' final unconditional
  room-state wipe via a new `deleteRoom(room)` manager method, so a deleted
  workflow leaves no lingering presence/meta even if a per-socket removal failed
  or a socket joined mid-teardown. (Cursor: "Deletion skips final room wipe".)

Files (#5932 comments):
- workspace-file-manager.uploadWorkspaceFile now fans out the live-tree signal
  (all direct-upload paths: multipart fallback, copilot create, /api/files/upload,
  v1 files — the presigned path already notified). (Cursor: "Creates miss live
  tree fan-out".)
- use-workspace-files-room: clear the pending retry timer on join success; and a
  module-scoped intended-room guard defers the unmount `leave` so a rapid remount
  re-claims the room and skips a stale leave — fixing presence flap + a
  leave-after-join race. (Cursor: "Retry timer survives join success" + "Remount
  churns files presence".)
- workspace-files handler: roll back a partial join (leave room + remove presence)
  in the catch, mirroring the workflow join. (Cursor: "Join failure skips
  membership rollback".)

+2 tests (deleteRoom). 127 realtime tests pass, both apps tsc clean,
api-validation + boundaries green.

* fix(files): scope workspace-files leave to a workspace (deferred-leave safety)

Self-review of the deferred-leave guard found a real bug: leave-workspace-files
was not workspace-scoped, so after a workspace switch (A->B) the deferred leave
from A would evict the socket from its new room B. The leave now carries the
workspaceId and the server no-ops if the socket's current files room differs.
Also excludes the leaving socket from the leave broadcast (consistent with
disconnect).

* fix(realtime): close files-room presence leak + validate join payload

Architecture-audit findings:

- S1 (real Redis leak): the files room inherited the shared manager but not the
  workflow join's liveness sweep, so an UNGRACEFUL disconnect (pod crash — no
  `disconnecting` event) left its presence entry in the no-TTL room hash forever.
  Added a shared `sweepStalePresence(manager, room)` (fetchSockets liveness +
  remove not-live-AND-stale entries, matching the workflow 75min threshold) and
  run it on files join; also filter the join ack through `filterVisiblePresence`
  so a joiner never briefly sees an un-swept ghost.
- S2: validate the client-supplied `workspaceId` on files join before it reaches
  the DB query (matches the /api/workspace-files-changed guard; fails closed).
- N2: corrected the notify doc — it is awaited (guaranteed dispatch before a Node
  route returns) and hard-bounded to NOTIFY_TIMEOUT_MS, not "never block".

+1 test (sweepStalePresence keeps live/fresh, reclaims not-live-stale). 128
realtime tests pass, both apps tsc clean, biome clean.

* fix(realtime): workflow-deletion always notifies + cleans by socket.io membership

Review-round findings on #5937:
- Always emit `workflow-deleted` (was guarded by users.length>0), so a socket
  still in the Socket.IO room after a Redis presence eviction is told the
  workflow is gone before socketsLeave kicks it — the editor no longer keeps
  showing a deleted workflow. (Cursor: "Silent kick skips deletion event".)
- Clean per-socket state for the UNION of live Socket.IO members and
  presence-tracked sockets, so an evicted/late-joined socket's room mapping +
  session are dropped too — not just presence-snapshot sockets. (Greptile: "Room
  deletion leaves reverse state".)
- deleteRoom now logs AND rethrows on Redis failure (like addUserToRoom) so a
  failed wipe isn't reported as a clean deletion; the request surfaces it.
  (Greptile: "Room deletion failures are suppressed".)

The two "deferred leave drops new membership" P1s were already fixed by the
workspace-scoped leave in a prior commit (leave carries { workspaceId }; server
no-ops on mismatch). 128 tests pass, tsc + biome clean.

* refactor(files): drop module-scoped deferred-leave; rely on workspace-scoped leave

Removes the one non-idiomatic construct (a module-level mutable
`intendedFilesWorkspaceId` + queueMicrotask). It only guarded a same-workspace
CONCURRENT remount, which doesn't occur in production (folder nav is shallow/no
remount; list<->detail is sequential) — a dev-StrictMode-only case. The real
cross-workspace race is already handled by the workspace-scoped leave: if B's
join runs first (auto-leaving A), A's leave no-ops because the socket's current
files room is B. Simpler, idiomatic, prod-correct.

* feat(realtime): Yjs relay server for collaborative document editing [4/N] (#5941)

Server-side Yjs relay for collaborative document editing (live carets + text selection) in the Files rich-markdown editor. Faithful y-websocket-style relay over the existing authenticated Socket.IO connection + shared room abstraction; in-memory Y.Doc + Awareness per file; awareness ownership binding, userId-keyed client-id uniqueness, seeder election with deadline re-election, concurrent-JOIN generation guard. 25 relay tests. Reviewed to Greptile 5/5 + Cursor pass across multiple rounds, plus an independent 4-lens audit (correctness/security/conventions/simplicity) and /simplify + /cleanup passes.

* feat(files): collaborative document editing — client provider + editor (#5946)

Client Yjs provider (FileDocProvider over the authenticated socket) + TipTap Collaboration/CollaborationCaret wiring for live carets + text-selection in the Files rich-markdown editor. Collaboration is a Files-page-only surface (explicit `collaborative` opt-in), disjoint from agent-streaming. Read-only + autosave-gated until synced+seeded. Merges into the realtime-rooms integration branch.

* feat(tables): live collaboration — cell-selection presence + live mutation propagation (#5957)

* feat(tables): live cell-selection presence — protocol + server + client hook

The realtime spine for Google-Sheets-style table presence (mode A, socket):

- @sim/realtime-protocol/table-presence: centralized wire protocol (events +
  TableCellSelection {anchor, focus, editing} + payloads) so server emits and
  client subscriptions can't drift.
- ROOM_TYPES.TABLE + resolveTableWorkspace registered in ROOM_WORKSPACE_RESOLVERS
  (tableId -> workspace via userTableDefinitions, honoring archivedAt); roomName /
  presenceEventName / disconnect cleanup / authorizeRoom all derive automatically.
- apps/realtime/src/handlers/tables.ts: join/leave (mirrors workspace-files) + a
  table-cell-selection relay (mirrors the workflow selection channel), broadcasting
  via roomName(room) since table rooms are namespaced. UserPresence gains a cell
  field threaded through the memory + Redis managers (Lua ARGV[7], null clears).
- Extracted the duplicated resolveAvatarUrl into handlers/avatar.ts.
- use-table-room.ts client hook: joins over the shared socket, tracks the roster
  (avatars) + patches per-socket cell deltas, exposes a throttled emitCellSelection.

Grid UI (avatars + selection overlay) lands next; concurrent cell-value edits
(last-write-wins via the durable log) are the follow-up PR.

* feat(tables): render live cell-selection presence in the grid

Wires the table presence room into the grid UI:
- Page (table.tsx): useTableRoom (gated off in embedded/mothership mode) —
  renders <PresenceAvatars> in the header and passes remoteSelections +
  emitCellSelection down to the grid.
- Grid emits its local selection: an effect resolves the index-based
  anchor/focus to stable (rowId, columnId) via refs and broadcasts it (with an
  editing flag for the active cell) through the throttled emitter.
- RemoteSelectionOverlay: draws each remote viewer's selection in their color
  (getUserColor), a darker fill while editing, and name-on-hover — measured from
  live cell rects in the content wrapper's space (scrolls with the grid),
  hidden when rows are virtualized off-window, pointer-events-none so it never
  blocks cell clicks (hover via pointer hit-test).

* test(tables): cover the table presence handler

Mirrors workspace-files.test.ts: join auth/unavailable/denied/success, plus the
cell-selection relay (asserts it persists via updateUserActivity and broadcasts
on the namespaced roomName, not the bare id) and leave.

* feat(tables): propagate manual cell edits live (last-write-wins)

A manual row edit now appends a lightweight 'edit' event to the durable table
stream; collaborators refetch the row (via the existing debounced rows-invalidate
the job events use) so the winning value shows live. The event carries no value —
peers refetch in their own wire format, so there's no auth-specific value
translation on the wire, and last-write-wins falls out of the DB's committed order
(the Google-Sheets model). Edits that also trigger a dispatch already emit
dispatch/cell events; the debounce coalesces the two.

* refactor(tables): apply /simplify findings

- Drop the dead 'add unknown peer' upsert branch in use-table-room (Socket.IO
  ordering guarantees a peer is in the roster before their selection delta).
- TableCellSelectionBroadcast = TablePresenceUser & { cell } (was a copy-paste).
- Make TableGrid's presence props required + drop the unused empty-default/guard
  (only table.tsx mounts it, always passing both).
- Drop the unused rowId from the 'edit' event (the handler invalidates all rows).
- Overlay: subscribe scroll/resize/pointer listeners once per scroll element and
  cache the wrapper origin, so incoming deltas re-measure without re-subscribing
  and the pointer hit-test never forces a per-move layout read.
- Server: cache the immutable socket session so a selection delta no longer reads
  it from Redis every time.

* refactor(tables): apply /cleanup findings

- Fix the remote-selection name label contrast: text-white is unreadable on the
  light-pastel user colors (same bug the Files caret fixed) → fixed dark #1a1a1a.
- Re-measure via useLayoutEffect so a moving peer selection updates before paint
  (no one-frame position lag).
- Drop 'mothership' from a comment (constitution copy rule).

Six cleanup passes ran (effect, memo/callback, state, react-query, emcn, comment);
the rest confirmed clean — all state/memos/callbacks/effects are load-bearing,
presence correctly lives in useState (socket-pushed), and the edit→rows-invalidate
granularity is right.

* feat(tables): propagate every table mutation live (edit + schema signals)

Comprehensive live collaboration for all user table mutations, via two value-less
durable signals + named helpers (signalTableRowsChanged / signalTableSchemaChanged):

- edit (rows refetch): single + batch row create, cell/row update, batch update,
  delete by id/filter, and upsert.
- schema (definition + rows refetch): column add/update/delete, workflow-group
  add/update/delete, table rename, and CSV import (which can add columns).
- Client handles 'schema' by invalidating the table detail (exact) + rows.

Execution paths (column run, cancel-runs) and async jobs (delete/import-async,
job-cancel) already propagate via cell/dispatch/job events — verified applyJob
refetches on terminal. No reorder routes exist. Table archive (route DELETE) is a
deliberate follow-up: it needs a table-deleted redirect event, not a refetch signal
(which would 404).

* refactor(tables): apply comprehensive /cleanup audit findings

Holistic + react-query + comment audits over the whole PR:

- Security/crash fix: a remote peer's rowId flowed unescaped into the overlay's
  querySelector — a hostile id ('x"]') threw SyntaxError inside a useLayoutEffect,
  crashing every other viewer's page. CSS.escape it, and validate + whitelist the
  untrusted cell payload server-side (shape + 200-char id bound) before it is
  stored/rebroadcast.
- Simplify the CELL_SELECTION relay: the delta attached userId/userName/avatarUrl
  that the client discarded (identity comes from the roster). Drop them + the
  getUserSession lookup/cache entirely — the delta is now { socketId, cell }.
- React Query: schema handler also invalidates lists() (parity with the local
  column-mutation set); document that the mutating client self-refetches by design.
- Comment tightenings; biome fixed a stale import order in workspace-files.ts.

* fix(tables): broadcast single-cell selections (focus falls back to anchor)

Cursor High: a normal cell click leaves selectionFocus null (the grid treats it as
a one-cell selection via focus ?? anchor), but the presence emit required BOTH anchor
and focus to resolve — so the most common selection never broadcast and clicking even
cleared a prior remote outline. Mirror the grid's focus ?? anchor semantics.

* fix(tables): reviewer + regression + per-LOC audit findings

Cursor review round (5 findings) + regression audit + per-LOC audit:
- Presence roster snapshot now KEEPS the cell we already hold for a known socket, so
  a join/leave broadcast can't revert a fresher CELL_SELECTION delta.
- Reset the selection throttle on table switch (was unmount-only), so a pending
  selection for table A can't flush into table B's room after a switch.
- Metadata writes (column widths, display) use a new lightweight 'metadata' signal
  that refetches only the definition — a resize no longer forces peers to refetch rows.
- Overlay re-measures on row add/remove/reorder via a tbody childList MutationObserver
  (a live refetch moves cells without a scroll/resize).
- Document the actor self-refetch create caveat (scrolled multi-page insert) accurately.
- isCellRef narrows to a partial instead of casting to the full type then re-checking;
  drop a redundant mount measure() (the layout effect covers it); text-[11px]→text-xs.

* fix(tables): drop ineffective metadata propagation + re-measure overlay on column resize

Cursor round on b8f28b04b:
- Remove the 'metadata' signal entirely. The grid seeds columnWidths/pinnedColumns
  from metadata ONCE (metadataSeededRef) and deliberately never re-applies them (to
  avoid clobbering a local in-progress resize), so refetching the definition on a peer
  never surfaced their width/pin change — an ineffective path. Width/pin live-sync needs
  reconciliation that doesn't clobber a local resize; that's a deliberate follow-up, not
  a no-op refetch. Structural changes still propagate via 'schema'.
- Overlay now also observes the content layer with the ResizeObserver, so a column
  resize (which grows the content, not the scroll container) re-measures remote outlines.
- Presence-merge comment now states both sides of the trade-off.

* fix(tables): re-broadcast local selection on (re)join

Cursor Medium: a selection made before the room join completes (or held across a
reconnect) was dropped server-side and never re-sent, so peers didn't see it until
the local user moved it again. Track the current selection in a ref (set on every
emit, cleared on table switch) and re-emit it from handleJoinSuccess once the room is
joined.

* fix(tables): re-broadcast selection when a peer's row change shifts it

End-to-end lifecycle audit (Low-Med): the selection emit resolved the stable
(rowId, columnId) only on selection/editing change, not when a live edit/schema
refetch inserted/deleted/reordered rows. The index-based local selection then sat
on a different logical row than the rowId peers held, so your outline showed on the
old row until you moved. Re-run the emit on rows/displayColumns change and dedup an
unchanged result (also drops the redundant null-on-open emit) so the broadcast stays
consistent with the local highlight.

* fix(tables): schema invalidates run-state/enrichment + guard stale join

Cursor round on cdc8796b8 (2 Medium):
- schema handler used detail exact:true, so it skipped the activeDispatches +
  enrichmentDetails sibling queries the local invalidateTableSchema refreshes via a
  prefix match. After a peer deletes/restructures a workflow group, peers could keep a
  stale running badge or enrichment panel. Now invalidates both siblings too (rows stay
  on the debounce).
- Guard against a stale join stealing the room: a fast table A->B switch could let A's
  async authorize finish after B, leave B, and strand the socket in A. Added a
  per-socket monotonic join generation checked after authorize (mirrors the file-doc
  relay's guard) + a test.

* feat(tables): live column width/pin/order sync

Collaborators now see each other's column resizes, pins, and reorders live —
the last piece of Google-Sheets-style layout parity.

- New lightweight `metadata` durable event kind (distinct from `schema`): only the
  table definition carries UI metadata, so peers refetch the definition alone — no
  rows/run-state refetch. The metadata PUT route now signals it.
- The grid reconciles server metadata against its in-progress gesture: the column
  being actively resized keeps its live local width, and an in-flight column drag
  blocks a reorder apply — so a peer's change never reverts the local action. Each
  field is reference-guarded (React Query structural sharing keeps unchanged
  sub-objects stable), so an unrelated peer change doesn't re-apply the others.

* fix(tables): escalate to schema signal when a reorder scrubs group deps

Independent audit of the metadata-sync commit found a stale-run-state hole: a
columnOrder PUT that moves a column left of a workflow group's leftmost column
makes updateTableMetadata scrub that group's dependencies and write a new schema —
a real structural change. But the route only fired the lightweight 'metadata'
signal (detail-only refetch), so peers' and the actor's activeDispatches /
enrichmentDetails queries stayed stale (a lingering running badge / enrichment
panel) — exactly what the 'schema' handler exists to prevent.

updateTableMetadata now reports whether it scrubbed the schema; the route emits
signalTableSchemaChanged in that case and the light signalTableMetadataChanged
otherwise. Width/pin/plain-reorder stay on the cheap detail-only path.

* feat(realtime): accurate in-file presence + collaborative-caret polish (#5965)

Per-session file-doc presence (avatars count other sessions like the canvas), StrictMode-safe stable Y.Doc (fixes blank-doc on join), flush caret cap + restored hover hit-slop, and three join-lifecycle race fixes unifying file-doc + workspace-files on one intent-tracked monotonic generation model. All findings root-caused with regression tests.

* feat(files): smarter bullet delete/indent and untitled-file title sync (#5971)

* improvement(files): smarter bullet delete/indent, fix empty-nested-bullet heading corruption

Backspace at the start of a list item now outdents a nested item or clears a
top-level item to a paragraph in place instead of deleting the row and jumping
the caret to the previous block; Enter on an empty nested item outdents. Empty
non-trailing top-level items still collapse cleanly since they cannot round-trip
as a lifted paragraph.

Also strips nested empty list-item marker lines on serialize: a nested empty
bullet re-parsed as a Setext heading underline, silently turning its parent line
into an H2 and dropping the bullet. Top-level empty items are preserved.

* feat(files): sync an untitled file's name with its leading heading

While a file is still named untitled(.md), typing a leading heading auto-renames
the file after it (debounced), and renaming the file first seeds a leading H1
from the new name. One-shot: coupling stops once the file has a real name, and
the heading seed always prepends so existing content is never clobbered.

* fix(files): count inline atoms in list-item emptiness, keep multi-block items on Backspace

Addresses review findings on the list Backspace logic:
- Emptiness now uses the caret block's content.size (counts inline images/mentions),
  not textContent, so a bullet holding only a non-text atom is no longer treated as
  empty and deleted.
- An empty first block whose item has sibling blocks removes only that block instead
  of lifting the whole item out of the list.

* fix(files): preserve the untitled to named heading seed across a rename during editor load

The parent captures the file name at mount (before content/session finish loading) and
passes it as the transition baseline, so a rename that lands in the loading window is still
seen as an untitled to named transition and the leading heading seed is not skipped.

* fix(files): drop the name-to-heading seed, keep title sync one-way

Removes the effect that inserted a leading H1 when an untitled file was renamed. On the
collaborative Files page every open client observed the untitled-to-named transition and
inserted into the shared doc, producing duplicate headings; it could also re-insert a heading
a user had just deleted while a rename was in flight. Seeding document content from an async
rename transition is the wrong model on a shared editor. The primary direction — typing a
leading heading renames a still-untitled file — is unaffected (it never mutates the doc).

* fix(files): keep empty lines between paragraphs on reload

The chunked markdown parser (parseMarkdownToDoc) parses each block stripped of the
blank lines between them, so it dropped the empty paragraphs @tiptap/markdown builds
from runs of blank lines — a saved visual blank line silently vanished on the next
load (the settle/reopen re-seed goes through the chunker). The whole-document parser
preserves them, but whether a gap yields an empty paragraph is a global, block-type-
dependent decision (kept between two paragraphs, dropped after a heading), so it can't
be reconstructed block-locally. Route documents with empty-paragraph blank-line spacing
to the whole-document parser for exact fidelity — the same tradeoff NON_CHUNKABLE makes;
ordinary single-blank-line separation still takes the fast chunked path. Adds a suite
asserting chunked output matches the whole-document parser for leading/trailing/between
gaps and around lists/headings.

* fix(files): only auto-name an untitled file when the user can edit

The debounced untitled→filename hook ran on every onUpdate — including the mount-time
seed and for view-only viewers — without checking edit permission, so a read-only user
could schedule a rename they have no permission to make (a spurious, server-rejected
write). Gate the derive-title on editor.isEditable (canEdit + settled + collab-ready,
the same signal the autosave path uses), at both schedule and fire time.

* fix(files): normalize line endings before the empty-paragraph guard; Enter/Backspace symmetry

- markdown-parse: EMPTY_PARAGRAPH_SPACING/NON_CHUNKABLE tested the raw body, but a classic
  \r-only file (blank lines are \r) would miss the \n-anchored guard and still be chunked,
  dropping empties. Normalize line endings once up front so the routing guards, the chunker,
  and the parser all see the same \n. +CRLF/CR test cases.
- keymap: Enter on an empty first block of a multi-block item now removes only that block
  (removeEmptyWrappedBlock) instead of exiting the list, mirroring the Backspace hasSiblingBlocks
  case — the trailing check no longer swallows multi-block items. +test.

* fix(files): editor audit follow-ups (trailing-blank read-only, collab rename, over-strip)

A 4-agent independent audit (UX vs inkeep + SOTA, cleanliness, adversarial correctness)
surfaced these:

- HIGH regression: files ending in a blank line opened READ-ONLY. The empty-paragraph
  routing preserved a TRAILING empty paragraph, but postProcess collapses trailing newlines
  → serialize/parse non-idempotent → isRoundTripSafe flipped the file read-only. A trailing
  empty paragraph can't be serialized stably, so parseMarkdownToDoc now strips trailing empty
  paragraphs and the guard no longer routes on trailing blanks. Interior/leading empties are
  unaffected. +regression tests.
- Medium: the debounced untitled→filename rename fired on remote Yjs edits too, so every peer
  renamed and could rename from a not-yet-synced heading. Gate on isChangeOrigin (local edits
  only; false for non-collab surfaces).
- Medium: stripEmptyListItemLines over-stripped a nested empty item that follows a same-indent
  sibling (a real placeholder the parser keeps). Narrowed to the actual Setext hazard — an empty
  item DIRECTLY under a shallower parent line — matching the function's own docstring intent.
  Probe-verified. +test.
- Low: corrected untitled-title.ts docstring that described a reverse name→heading coupling
  removed during review.

* fix(files): a remote edit must not cancel the local rename debounce

The isChangeOrigin gate cleared the debounce timer BEFORE bailing on a remote update, so
a peer's edit arriving within the 600ms window cancelled the local user's pending rename.
Bail on isChangeOrigin first, before touching the timer; only local edits clear/reschedule it.

* docs(files): correct EMPTY_PARAGRAPH_SPACING rationale after trailing-strip

The stacked trailing-empty-paragraph strip made the older comment overstate a
correctness necessity it no longer owns, mislabel trailing runs of 2+ blanks,
and advertise dead CRLF handling. Reword to match what the code actually does.

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>

* fix(realtime): access-revalidation multi-room safety + cleanup pass

Fix a blocker surfaced by a full cleanup/simplify audit of the branch: the
access-revalidation sweep (staging's workflow-only #5917) treated every entry
in socket.rooms as a workflow id, but the generalized multi-room model puts
namespaced files/tables/file-doc rooms on the same io. It would resolve those
as bogus workflows, get null, and evict files/tables collaborators every ~30s.
collectScanTargets now decodes each room name with parseRoomName and sweeps
only workflow rooms; added a regression test and fixed the now-false TSDoc.

Other audit fixes (all behavior-preserving):
- workflow.ts reuses resolveAvatarUrl (drops db/user/eq imports duplicated
  from avatar.ts)
- PresenceAvatars: mr-1 was baked into the shared component, silently adding a
  margin to the workflow sidebar stack; moved to an optional layout className,
  re-applied on the tables/file-doc header surfaces only
- table DELETE routes only signal collaborators when rows were actually removed
  (matches PUT)
- events.ts definition kind: drop the never-emitted reason:'schema', fix its doc
- event-log: rename buildMemory -> buildEntry (it builds the entry on the Redis
  success path too, not just the memory fallback)
- remove dead resolveWorkspaceIdForRoom export; parallelize per-socket removals
  in handleWorkflowDeletion; gate the table columnIndexById map on remote
  selections; move file-doc module TSDoc off the FileDocOwner interface; fix a
  stale @returns

* fix(realtime,tables): close table-presence race + v1/copilot live-collab gaps

Validated each issue with subagents before implementing the cleanest fix.

- tables LEAVE in-flight-join race (B8): the table handler tracked no current-table
  intent, so an unscoped/same-table leave during an in-flight authorize left the
  socket stranded in the room (present in the roster, broadcasting a ghost until
  disconnect). Mirror workspace-files: a closure-local currentTableId + a leave that
  advances joinGeneration to cancel the racing join. + 3 regression tests.
- v1 + copilot live-collab signal gap (D1): tables edited via the v1 public API or
  Sim/copilot emitted no edit/schema signal, so open collaborators didn't live-update.
  Add the signals at those call sites (add-only, matching the existing route seam) —
  never in the service, so execution writes can't double-emit. Sync-only for copilot
  bulk ops, guarded on affected/deleted count; async job branches stay covered by
  their kind:'job' events; create/delete/get untouched.
- table join read consolidation (B5): sweepStalePresence returns its roster so the
  same-tab dedup reuses it instead of a second getRoomUsers.
- shared authorize slice (B6): extract only the guard-safe authorize->allowed branch
  into resolveRoomJoinAuth, shared by the three room handlers (the full preamble stays
  inline — file-doc's generation capture sits mid-ladder and must not move).
- resize-revert flicker (E3): a peer's value-less metadata event forces a refetch that
  could momentarily revert a just-finished local resize; a pendingWidthWriteRef keeps
  local widths leading until the width PUT settles.
- embedded-mode stray emit (E5): gate emitCellSelection on a bound table id so the
  embedded surface stops broadcasting cell selections the server drops.

* fix(tables): close two copilot live-collab signal gaps + harden presence sweep

Follow-ups from a comprehensive review of the branch:
- copilot batch_update_rows and import_file's inline append branch wrote rows
  but emitted no live-collab signal, so collaborators didn't see those edits
  live (the append's sibling replace branch already signalled). Add the guarded
  signal to both, matching the internal route.
- sweepStalePresence now reads the roster before the fetchSockets liveness probe
  and returns it on a probe failure, so same-tab dedup still runs during a
  transient fetchSockets outage instead of being skipped.
- reword an internal comment off the retired "mothership" term.

* fix(realtime): guard table join commit + rollback against supersession; drop no-op eviction cleanup

Review round on #5991:
- Table join re-checked the generation only once after authorize, then awaited
  leave/sweep/avatar before joining + registering presence. A table switch or
  leave in that window stranded the socket in the wrong room, and the failure
  catch could tear down a newer successful join. Resolve the avatar up-front,
  re-check generation immediately before the membership commit (matching the
  file-doc join), and skip the rollback/error for a superseded join. + a
  post-authorize-window regression test.
- access-revalidation cleanup treated removeUserFromRoom's no-op false as a
  transport failure and re-enqueued a still-connected socket forever. Only retry
  when the socket is still mapped to the room (a healthy null mapping means the
  entry is already gone). Repurposed the expired-mapping test to lock it.

* fix(realtime): guard table join leave-prior against superseding join

Round 2 on #5991: a superseded join's leave-prior could still run — during its
getRoomForSocket await a newer join commits to its room, so currentRoom is that
newer room and the superseded join would leave/remove/broadcast it before the
final guard aborts. Re-check the generation immediately after the lookup await,
before the leave mutation. Extended the post-authorize-window test to assert the
superseded join never tears down the newer join's room.

* fix(realtime): roll back a table join superseded during addUserToRoom

Round 3 on #5991: after the final generation guard, A could join + register
presence while a newer join B commits to its room during addUserToRoom's await
— B's leave-prior can't observe A's half-written entry, so A's late write wins
and strands the socket. Re-check after addUserToRoom and roll back A's own
Socket.IO join + presence (scoped to A's room, never touching B). + a regression
test hanging addUserToRoom mid-commit.

* refactor(realtime): DRY table-join supersession guards; fix stale comment

Cleanliness pass after the review rounds (no behavior change):
- Extract the four identical `joinGeneration !== joinAttempt || socket.disconnected`
  checks into a named `superseded()` helper (the catch keeps its intentionally
  narrower check).
- Remove a stale guard comment that was left stranded above the avatar resolve.
- Document the best-effort rollback catch.

* fix(realtime): file-doc rebind must not drop the current doc or leave a writable ghost

Two Cursor findings on the file-doc client-id ownership rebind:
- On a document switch, the prior room was left BEFORE the ownership check, so a
  CLIENT_ID_IN_USE rejection dropped the socket from the old doc without joining
  the new one (contradicting its own comment). Run the ownership check first, and
  leave the previous doc only once the rebind is guaranteed to succeed.
- Reclaiming a client id removed the stale prior socket from owners + awareness
  only; its socketToRoomName + Socket.IO membership remained, and handleMessage's
  SYNC path gates on socketToRoomName (not owners), so it stayed able to write
  document frames until disconnect. Fully evict the reclaimed socket. + 2 tests.

* refactor(realtime): serialize table join/leave to fix map-corruption at the root

Round 4 on #5991 surfaced a race the generation guards structurally cannot fix:
two concurrent joins for one socket race on the single-valued socket→room map —
a stalled addUserToRoom for table A lands late, clobbers a newer join's map entry
to A, and the rollback then wipes it, stranding the socket (map empty while it
holds table B). Guards protect JS suspension points; they can't stop an in-flight
Redis write from landing late.

Fix per architecture review: serialize this socket's JOIN + LEAVE on a per-socket
promise chain so their multi-step async Redis commits can never interleave —
restoring the atomic-commit property the synchronous sibling handlers get for free.
This DELETES the leave-prior guard and the post-commit rollback (the code that
caused the bug); four generation guards collapse to two identical superseded()
checks (skip a superseded queued op + one pre-commit check). Reworked the
interleaving-specific tests into a fast-switch-skips-superseded test; the leave-
cancels-join tests are unchanged. Local to the tables handler — no shared-infra change.

* fix(realtime): always roll back a failed table join; re-elect file-doc seeder on reclaim

Two review findings:
- Table join: the catch skipped rollback when superseded, but a socket.join that
  landed before addUserToRoom threw leaves the socket in the Socket.IO room with no
  matching socket->room map entry — unreclaimable by any later op (cleanup keys off
  the map). Under serialization the skip is unnecessary (the newer op hasn't
  committed), so always roll back. Simpler + fixes the strand.
- File-doc reclaim: fully evicting the prior socket didn't release the seeder role
  if it held it, so electSeederIfNeeded (which no-ops while seederSocketId is set)
  never re-elected and an unseeded doc stayed empty until the deadline. Clear the
  role on eviction so the join's election picks a new seeder. + 2 regression tests.

* fix(realtime): close revoke-race ghost presence in workflow join

An access-revalidation revoke landing between socket.join and addUserToRoom
socketsLeaves the socket while its presence mapping does not yet exist, so
cleanupEvictedSocket finds nothing to remove and the join then writes presence
for a socket already out of the room — a ghost collaborator until the stale
sweep. Hoist resolveAvatarUrl (the only await in that gap) above the re-auth
check so the whole re-auth -> socket.join -> addUserToRoom section is await-free,
matching the invariant the handler already relies on for the pre-join re-auth.
+ ordering regression test.

* refactor(realtime): serialize workflow join/leave; drop dead room-authz limb

Comprehensive independent audit follow-ups:

- workflow.ts join/leave now use the same opChain + joinGeneration serialization
  as the sibling handlers (tables, file-doc, workspace-files). It was the only
  async presence path left unserialized, so a rapid workflow switch A->B (or a
  leave racing an in-flight join) could strand presence in room A — a ghost
  collaborator still receiving A's operation broadcasts until disconnect. The
  join now aborts a superseded op at start and again right before the membership
  commit, and the catch always rolls back a partial join.
- leave-workflow drops the '&& session' gate: an idle user whose 1h session key
  expired (while the 24h room mapping is still live) can now leave cleanly
  instead of being stranded until disconnect. The room ref alone suffices.
- authorizeRoom: remove the dead ROOM_TYPES.WORKFLOW resolver + its
  getActiveWorkflowContext import. Workflow authorizes through its own path and
  never flows through authorizeRoom; the map now honestly covers only the
  workspace-scoped types (files, file-doc, table).
- Remove unused isSameRoom (zero callers) and a needless useMemo in
  PresenceAvatars (plain derivation, single copy).
- Tests: 4 workflow serialization/leave regressions.

All gates green: tsc (sim/realtime/packages) 0, 204 realtime + 11 protocol
tests, biome, api-validation, boundaries, prune 14/25.

* fix(realtime): align session TTL, harden committed joins from post-success rollback

Per-module comprehensive audit follow-ups:

- redis-manager: SESSION_TTL now tracks SOCKET_ROOMS_TTL (was 1h vs 24h). The room
  set outlived the session, and since getRoomForSocket reads the room set while the
  workflow handlers gate edits/presence on `room && session`, an active-but-idle
  collaborator got wedged into 'session expired' after 1h — sticky until reload
  (activity only EXPIREs the already-gone session; only addUserToRoom re-HSETs it).
  Both keys refresh together, so they now expire together (restores the pre-refactor
  consistency, where both shared one TTL).
- workflow.ts + tables.ts: a 'committed' flag stops the join catch from rolling back
  a genuinely-joined user when a trailing ack/broadcast/metric step fails on a Redis
  blip (a pure getUniqueUserCount log-metric failure could otherwise kick a live
  collaborator after success was already acked).
- workflow.ts: leave-prior now guards `currentRoom.id !== workflowId` (a same-workflow
  re-join no longer leave→re-adds and flickers peers' presence), and the join ack is
  liveness-filtered via filterVisiblePresence — both for parity with the tables handler.
- platform-authz: honest docstring + 400 message for the workspace-scoped-only
  authorizeRoom map (workflow authorizes via its own path).
- caret-presence: corrected an over-stated batching comment.
- +1 workflow regression test (post-success failure keeps the user joined).

Gates: tsc (sim/realtime/packages) 0, 205 realtime + 11 protocol tests, biome,
api-validation, boundaries, prune.

* fix(realtime): narrow join commit-guard to post-success; skip empty presence broadcast

Two Cursor findings on the prior audit-fix commit:

- The 'committed' guard in join-workflow/join-table was too broad: a failure
  BETWEEN the membership commit and the success ack (e.g. getWorkflowState) hit
  'if (committed) return' and emitted neither success nor error, hanging the
  client while it sat in the room. Replaced with the narrower shape: only the
  purely-decorative post-success steps (peer broadcast + log-metric) are wrapped
  best-effort; anything before the success ack still rolls back and surfaces a
  retryable error, so the client retries instead of hanging — while the original
  goal (a benign broadcast/metric blip never kicking a live, acked user) holds.
- broadcastPresenceUpdate read the roster via getRoomUsers, which swallows a Redis
  transport error to []. On a disconnect broadcast that emitted an empty roster and
  cleared every remaining collaborator's presence until the next healthy update.
  Split out a throwing readRoomUsers; broadcastPresenceUpdate now skips the
  broadcast on a read failure (getRoomUsers keeps its swallow contract).
- Tests: pre-success failure rolls back + retryable error (no hang); post-success
  failure keeps the user joined.

Gates: realtime tsc 0, 206 realtime tests, biome, boundaries, prune.

* fix(realtime): harden seeder recovery, join-generation, and misc robustness

Final line-by-line audit follow-ups (all LOW/MED, no P0/P1):

- file-doc: a sole client whose seed FETCH fails was added to triedSeeders,
  re-election found nobody, and the document stayed permanently empty until
  reload. Re-offer seeding a bounded number of rounds (MAX_SEED_ROUNDS) before
  giving up. Also bound clientId to a non-negative integer (it is an ownership key).
- tables + workspace-files: validate the room id BEFORE advancing joinGeneration,
  so a malformed/rejected join can't cancel a legitimate in-flight join.
- workflow + tables + workspace-files: suppress the client-facing join error when
  the op was already superseded (a retryable error naming the abandoned room could
  make a client re-join and cancel its newer join). The rollback still runs.
- redis-manager: set isConnected=true only after scriptLoad succeeds (and reset it
  on failure) so isReady() can't report ready while the Lua SHAs are null.
- connection: apply the presence-bearing filter to the manager-removed set too
  (symmetry with the fallback path).
- http.ts: validate workflowId on the four workflow endpoints (matching the files one).
- client: clear a pending join-retry timer before rescheduling (reconnect churn no
  longer orphans a stray extra join); clear caret fade timers on plugin destroy;
  seed-effect cleanup reports NOT-ready (safe direction).
- Tests: bounded seeder recovery, cell-selection strip-junk, TABLE round-trip,
  presenceEventName.

Gates: tsc (sim/realtime/packages) 0, 208 realtime + 12 protocol tests, biome,
api-validation, boundaries, prune.

* fix(realtime): gate isReady() on loaded script SHAs, not just connection

Follow-up to the prior isConnected change, which was incomplete: the redis client's
'ready' event flips isConnected=true on connect — before initialize() loads the Lua
scripts — so a bare isConnected check reports ready while removeUserFromRoom /
updateUserActivity would silently no-op on a null SHA. Gate isReady() on the SHAs
too, so the POST endpoints return a retryable 503 during that startup window instead
of proceeding against unloaded scripts. Standard readiness-probe discipline.

* fix(files): offline read-only fallback when the realtime doc never syncs

When the realtime server is unreachable (offline, server down, socket never connects),
the collaborative editor would sit blank and read-only forever — content only arrives
via provider sync events that never fire. Add a bounded connect-deadline to the Yjs
provider: if no first sync lands within CONNECT_DEADLINE_MS, latch fatal and emit a
synthetic non-retryable join-error — the exact path a real fatal rejection already uses,
which seeds the file's stored content read-only. Latching fatal also stops a late
reconnect from syncing server state in and merge-duplicating the locally-seeded content
(the documented Yjs 'non-empty doc ignores initial value' gotcha).

Deliberately NOT adding durable Yjs snapshot persistence / server-side seeding: TipTap
can't run the markdown->Yjs conversion server-side (Collaboration extension errors under
jsdom), and a durable binary snapshot would create a dual source of truth with the
markdown file (edited by copilot / PUT / download). The client-seeder + bounded
re-election is the correct architecture for a markdown-is-truth model; this closes its
one real user-facing gap without persistence, a migration, or dual-truth.

Timer cleared on first sync, on a real fatal rejection, and on destroy. +2 tests.

Gates: sim tsc 0, 496 editor tests, biome. Needs live offline->reconnect verification.

* fix(realtime): validate workflow join id before generation bump; scope file-doc join rollback to its target

Two Cursor findings:
- join-workflow bumped joinGeneration before validating workflowId (unlike tables /
  workspace-files, which I'd already fixed). A malformed/empty join could advance the
  counter and cancel a legitimate in-flight workflow switch. Validate the id first. +test.
- The file-doc join catch called cleanupFileDocForSocket unconditionally, which keys off
  socketToRoomName. During a document SWITCH that fails before rebinding (e.g. a throw in
  client-id reclaim), that binding still points at the socket's PRIOR, valid document —
  so the rollback tore down a document the socket was validly in. Only run that cleanup
  when the binding already points at THIS join's target; otherwise the socket never
  registered as an owner here and the only leftover is a freshly-created empty room,
  dropped by destroyRoomIfIdle.

Gates: realtime tsc 0, 209 tests, biome, boundaries, prune.

* fix(files): drop late sync frames once fatal; file-doc join error suppression + retry-budget reset

Final safety-audit findings:
- CRITICAL: FileDocProvider.handleMessage had no fatal guard. After the connect
  deadline latched fatal and the editor fell back to a read-only local seed, a
  late SyncStep2 (slow server / flaky network / deploy) was still applied — merging
  server state into the seeded doc (content duplication) and flipping synced=true,
  which un-gated autosave and would persist the duplicate to the real file. fatal
  guarded (re)join but not inbound sync. Now handleMessage returns early when fatal.
  +test (late SyncStep2 after the deadline is ignored, doc stays empty + gated).
- file-doc join catch now suppresses the client-facing error when superseded
  (matches workflow/tables/workspace-files) so a retryable error for an abandoned
  file can't make a client re-join and cancel the newer one.
- table/workspace-files room hooks reset the retry budget on (re)connect so a prior
  full exhaustion doesn't block retries after a reconnect.
- presence-visibility: corrected a stale TTL comment.

Gates: tsc (sim/realtime) 0, 209 realtime + collab/hooks suites, biome, boundaries, prune.

* feat(collab-doc): server-authoritative Yjs seeding (#6008)

Server-authoritative Yjs seeding for collaborative file documents: the realtime relay
fetches a Yjs seed built from the file's markdown (via the shared TipTap engine) and
applies it once per room, replacing the client-seeder election/handshake entirely.

- DOM-free markdown<->Yjs conversion core (markdownToYDoc / yDocToMarkdown /
  applyMarkdownToYDoc) reusing the client markdown engine for parity by construction
- Internal x-api-key seed endpoint + realtime fetch; single attempt bounded under the
  client readiness deadline, guard-release for join-driven retry, read-only fallback on
  persistent failure
- Client readiness gate = synced && server seed flag; jsdom wired for the Next standalone
  build (serverExternalPackages + outputFileTracingIncludes)

Foundation only — copilot-into-doc + markdown projection + durable persistence are Stage C.

* feat(collab-doc): Sim merge endpoint for copilot-into-doc (Stage C foundation)

buildFileDocMergeUpdate(docState, markdown) computes the minimal Yjs diff that turns a live
document into target markdown, via applyMarkdownToYDoc (a real updateYFragment diff, not a
replace) — so a copilot rewrite merges with concurrent user edits instead of clobbering them.
Exposed over the internal x-api-key /api/internal/file-doc/merge endpoint the realtime relay
will call: the relay owns the doc, the app owns the conversion engine, so the relay ships the
current state and applies the returned diff. Tested incl. concurrent-edit no-clobber.

* feat(collab-doc): realtime apply-edit — merge copilot markdown into a live doc

The relay can now stream a copilot edit into open editors: applyMarkdownToLiveFileDoc finds
the seeded live room, ships its state to the app's /merge endpoint for a minimal CRDT diff,
applies it (relaying to every editor, reconciled with concurrent user edits), and reports
'no-live-room' so the caller falls back to a direct file write when nothing is open.

- Generalize the realtime->app request module (file-doc-seed.ts -> file-doc-app.ts) with a
  shared POST helper + fetchFileDocSeed/fetchFileDocMerge
- POST /api/file-doc/apply-edit on the internal x-api-key HTTP surface, returning { applied }
- Tests for the seeded-room merge relay and the no-live-room fallback

* feat(collab-doc): stream copilot edits into open editors (Stage C)

edit_content now, after its durable file write, best-effort merges the same markdown into the
file's live collaborative document (markdown files only). If a collaborator has it open, the
edit streams into their editor as a CRDT merge — reconciled with their concurrent typing —
instead of the file silently changing under them; the editor's existing autosave mirrors the
merged doc back to the file. No-op when nothing is open. Never blocks or fails the edit.

* fix(collab-doc): strip frontmatter on merge; gate live-merge to markdown

- buildFileDocMergeUpdate now strips YAML frontmatter (splitFrontmatter().body) exactly as
  the seed does. Copilot passes full-file content, so without this the frontmatter merged
  into the doc as editor content and autosave wrote it back over the file (corruption).
- Gate the live-doc merge on isMarkdownFileName (new server-safe helper) instead of the
  over-broad !isDoc, so code/text edits don't pay the realtime round-trip for a format the
  collaborative editor never renders.

* fix(collab-doc): make frontmatter collaborative so a merge can't revert it

The editor re-attaches its open-time frontmatter on every autosave, so the Stage C merge
(which triggers an autosave with no user action) could write stale YAML back over a copilot
frontmatter change — silently dropping it.

Carry the file's frontmatter in the doc's config map instead of locking it at open: the seed
stores it, the merge updates it (only when it actually changed, preserving the no-op diff),
and the editor re-attaches THAT value on save — falling back to the locked copy before the
seed lands and for non-collaborative docs. A server-side frontmatter change is now reflected
rather than reverted. New FILE_DOC_SEED.frontmatterKey; seed/merge tests cover it.

* fix(collab-doc): re-sync draft on a frontmatter-only merge

A server edit that changes only the frontmatter updates the config map but not the body
fragment, so TipTap's onUpdate never fires — the autosave draft kept the stale open-time
frontmatter, and an explicit save could revert the live change. Observe the config map and,
on a frontmatter-only change, re-attach the new frontmatter to the current body and push a
fresh draft (guarded on a synced body so it never races the seed's own onUpdate).

* fix(collab-doc): order the apply-edit/merge timeouts (outer > inner)

The Sim->realtime apply-edit timeout (4s) was shorter than the nested realtime->Sim merge
timeout (8s), so the outer call could abort while the relay was still merging — the relay
then applied the merge after edit_content had returned, racing a follow-on edit.

Split the shared realtime->app timeout: the seed keeps 8s (it reads a cold blob), the merge
gets a tight 3s (it is a pure conversion, no I/O), and the outer apply-edit is raised to 6s
so it always outlives the inner merge. Cross-referenced in comments to prevent drift.

* fix(collab-doc): address deep-audit findings (jsdom trace, timeouts, gate, races)

A 4-agent LOC audit + precedent research (TipTap/Hocuspocus/Yjs docs confirm the core
patterns are idiomatic) surfaced these real issues:

- The /merge route also lazy-requires jsdom but was missing its outputFileTracingIncludes
  entry — a Docker/standalone build would 500 with MODULE_NOT_FOUND. Add it.
- The four conversion timeouts encoded an ordering invariant (merge<applyEdit, seed<readiness)
  living only in prose across two apps. Hoist to a shared FILE_DOC_TIMEOUTS in
  @sim/realtime-protocol with a test asserting the ordering; both apps import it.
- The copilot live-merge gate used an extension-only check, but the editor treats any
  text/markdown-MIME file as markdown. Replace isMarkdownFileName with a MIME-aware
  isMarkdownFile mirroring the client, so those files stream too.
- applyMarkdownToLiveFileDoc had no per-file serialization; overlapping merges could each
  diff the same stale snapshot and apply out of order. Serialize per file via a promise chain.
- Editor hardcoded 'config'/'initialContentLoaded' instead of FILE_DOC_SEED constants (drift).
- Add .max() bounds to the merge contract body; document the best-effort-merge failure window
  honestly (open editor + merge failure can drop a copilot edit until reload — closed by the
  deferred durable-doc work).

* feat(collab-doc): multi-replica shared Yjs backend + server-side markdown persistence

Make collaborative file-doc editing correct across multiple ECS tasks (the
per-process Y.Doc previously assumed one replica per file).

- Shared Yjs backend over Redis Streams (apps/realtime file-doc-store): each
  file's stream is the ordered, replayable log of updates; a multiplexed XREAD
  tailer converges every task's in-memory doc. Coordinated single-seeder
  election (SET NX + empty-stream recheck) fixes split-brain seeding.
- Doc-sync fans out to local clients + the stream; awareness stays on the
  Socket.IO adapter. Snapshot+XTRIM compaction trims only integrated entries.
- Server-side persistence: project the live doc back to markdown via a new
  /api/internal/file-doc/persist endpoint, debounced during editing and flushed
  on last-disconnect, from the authoritative stream state. Collaborative editors
  no longer client-autosave, closing the copilot clobber-window.
- Copilot merges apply through the stream (reach the live doc on any task) and
  serialize cross-task via a Redis merge lock.
- Degrades to the original single-replica behavior when REDIS_URL is unset.

* fix(collab-doc): harden distributed locks and durability from review

Address Greptile + Cursor review of the multi-replica backend:

- Merge lock: retry LONGER than the lock TTL (guaranteed acquisition, never
  merges against a shared base while a peer holds the lock) and AWAIT the stream
  write before releasing, so the next task never diffs a stale base.
- Distributed locks (seed/merge/compact) now use ownership tokens + a
  compare-and-delete release (Lua), so a lock that expired and was re-acquired by
  another task is never stolen; acquisition fails CLOSED on Redis error.
- Seed: publish the seed to the stream AWAITED under the lock before releasing,
  so a later seeder's empty-stream fence always sees it (closes the fence's
  publish-after-release gap); TTL kept at the readiness deadline.
- Persist: persist the AUTHORITATIVE stream state even when this task's local doc
  was never seeded, and capture the local fallback synchronously so a
  last-disconnect flush never encodes an already-destroyed doc.
- Publish: retry a transient xAdd failure so a Redis blip can't silently drop an
  edit from the shared log.

* fix(collab-doc): only persist a doc a user actually edited

Cursor review: a copilot durable write landing while a doc is being seeded could
have the stale seed projected back over it on last-disconnect, clobbering the
copilot edit even with no user changes.

Gate server-side persistence on a genuine user edit (socket-origin update): a
seed-only or merge-only doc is never projected back to the file (copilot writes
the file durably itself), so it can't clobber a concurrent external write.

* fix(collab-doc): close review-round race/durability gaps

Address Greptile P1 + Cursor findings:

- Seed publishes to the shared stream AWAITED *before* seeding the local doc, so
  a publish failure leaves the doc unseeded and the stream empty for a clean
  retry rather than serving an unpublished local seed a peer would re-seed over
  (split-brain).
- flushPersist falls back to the synchronously-captured local snapshot when
  getStreamState throws (not only when it returns null), so a transient Redis
  read no longer drops the final durable write as the room is torn down.
- streamHasContent fails CLOSED (returns true on xLen error): a Redis blip can no
  longer let the seed fence pass and double-seed.
- Client collabReady initializes from the collaborative prop, so a collaborative
  editor never has a mount-window where client autosave could clobber the server
  write.

* fix(collab-doc): unstick seed retry and persist tailed edits

Cursor review:

- ensureServerSeed clears serverSeedStarted when it aborts at the streamHasContent
  fence, so a fail-closed Redis xLen (or a genuine peer-seed) no longer strands the
  room unseeded with no retry.
- Persistence dirty-tracking now marks a doc edited on any post-seed update,
  including a peer's edit relayed via the tailer (REDIS_ORIGIN), tracked via a
  seededObserved flag. The last task to leave persists real edits even if it only
  tailed them; the seed transition itself is still never counted, so a
  seeded-but-unedited doc is never projected back over the file.

* fix(collab-doc): match client markdown post-processing on server persist

Cursor review: yDocToFileMarkdown serialized the body with yDocToMarkdown only,
but the editor save path runs postProcessSerializedMarkdown before applyFrontmatter.
Server persist could therefore write markdown differing from a client save (empty
list markers, callout un-escaping) — spurious blob churn / round-trip drift despite
the byte-identical claim.

Apply postProcessSerializedMarkdown in yDocToFileMarkdown so a server persist is
byte-identical to a client save and the client's dirty-check baseline. Add a
regression test guarding the composition.

* fix(collab-doc): close durability gaps at deploy boundaries + audit polish

From a comprehensive from-scratch audit (correctness, SOTA, cleanliness,
feature-completeness):

- Persist max-wait: a continuous edit burst kept resetting the 5s debounce and
  never persisted; cap it so a burst flushes at least every 20s, bounding
  unpersisted edits.
- Graceful-shutdown flush: flushAllFileDocRooms awaited in shutdown so a rolling
  deploy / scale-in secures open edited rooms to durable markdown before exit,
  instead of relying on the stream + a surviving task.
- Compacted-snapshot catch-up now marks the doc edited (REDIS_SNAPSHOT_ORIGIN): a
  snapshot folds seed+edits into one frame, so a task catching up purely from it
  no longer treats real edits as an unedited seed and skips persisting.
- Polish: delete dead __setFileDocStoreForTest; bounded retry loop; rename
  acquirePersistSlot -> tryClaimPersistWindow with accurate docs; tailer
  object-identity guard; fix stale comments (seed route, edit-content autosave).

* improvement(realtime): post-review fixes for collab dirty-state + relay lifecycle

- collab editor no longer latches a spurious 'Unsaved changes' prompt: report
  dirty only when the client owns durability (canAutosave), since in a
  collaborative session the relay persists the doc server-side
- guard shutdown against a double SIGINT/SIGTERM running teardown twice
- disconnect local sockets before httpServer.close so shutdown exits gracefully
  instead of hitting the forced-exit timer (local-only, deploy-safe)
- return 400 (not silent 200) on an invalid workspaceId in the files-changed fanout
- clear a pending join-retry timer on reconnect so it can't fire a duplicate join

* fix(realtime): make collab-doc seeding atomic to close split-brain window

An adversarial concurrency audit found a split-brain double-seed vector: the
seed used an advisory SET NX PX lock + a SEPARATE xLen fence + an unconditional
xAdd (a non-atomic check-then-append). If the seed lock's TTL expired mid-seed
(a >4s stall after the 8s seed fetch), a second task could acquire the freed
lock over a still-empty stream, both fences read empty, and both append seeds
with distinct Yjs client ids -> duplicated document content.

- add an atomic SEED_IF_EMPTY_SCRIPT (append-iff-empty in one Redis step) +
  store.seedIfEmpty(); the emptiness check and append are now inseparable, so
  two tasks racing (even both past an expired lock) can never both seed
- ensureServerSeed uses seedIfEmpty instead of streamHasContent-fence +
  publishAndWait; the seed lock is now purely an efficiency optimization
  (avoid a duplicate fetch), not a correctness dependency
- fix the misleading comment that claimed a copilot merge is not counted as an
  edit in the multi-replica path (it round-trips as REDIS_ORIGIN and does count;
  a safe idempotent over-persist, never a lost edit)
- add interleaving tests: seedIfEmpty atomicity/fence, the split-brain
  regression under an expired lock, a peer edit during attach catch-up, and
  concurrent two-task compaction

* docs(realtime): align seed comments with the atomic-append correctness model

Greptile flagged lingering doc drift: the module + shouldSeed comments still
credited the seed lock + empty-stream check as the split-brain fix. Reframe them
so the atomic seedIfEmpty is the exactly-once guarantee and shouldSeed is an
efficiency gate only.

* feat(realtime): live workspace tables list, sharing one invalidation-room impl (#6053)

* feat(realtime): live workspace tables list, sharing one invalidation-room impl

Bring the tables list to parity with the files list: a create/rename/move/delete/
restore now propagates to every viewer live instead of waiting out the 30s
staleTime. Following the files pattern, but factoring the two into one shared
implementation rather than copy-pasting.

- add ROOM_TYPES.WORKSPACE_TABLES + its authz resolver (workspace-id-addressed,
  reuses the workspace resolver like workspace-files)
- extract setupWorkspaceInvalidationRoom (server) and useWorkspaceInvalidationRoom
  (client) — the presence-free, workspace-scoped live-list room; files and tables
  now both bind to it, so they can never drift. Event/room names derive from the
  room type. Replaces the standalone workspace-files handler + hook
- notifyWorkspaceTablesChanged fanout fired from the table service (createTable,
  renameTable, moveTableToFolder, deleteTable, restoreTable) so it covers both the
  HTTP routes AND copilot, which call the service directly
- relay /api/workspace-tables-changed endpoint; wire the hook into the tables page
- consolidate the handler test into one suite run against both room types

* feat(realtime): live tables list also covers table-folder mutations

Fold in the follow-up: a table folder create/rename/move/delete/restore now
propagates to the tables list live too, so the browser is fully consistent.

- generic notifyFolderResourceChanged(resourceType, workspaceId) dispatches the
  workspace live-list signal by resource type (a map, not a special-case if), so
  file/knowledge_base/workflow are no-ops today and gain liveness by adding a map
  entry when they adopt an invalidation room
- fired from the shared folder lifecycle (createFolder/updateFolder/deleteFolder/
  restoreFolder), covering routes AND copilot
- the tables room hook now invalidates the table folders query too, not just the
  tables list, since the page renders both

* fix(realtime): skip per-table live-list notify during a folder cascade

A folder delete/restore already fires one folder-level notifyFolderResourceChanged
for the whole subtree, but the cascade also calls deleteTable/restoreTable per
table — each awaiting its own notifyWorkspaceTablesChanged. A folder with many
tables would run N+1 sequential relay calls (each bounded by NOTIFY_TIMEOUT_MS),
blocking the mutation. Add a skipNotify option the cascade passes so only the one
folder-level notify fires.

* feat(collab-doc): Hocuspocus binary persistence + Next 16 seed/persist fixes (#6059)

* fix(collab-doc): make server-side seed conversion work under Next 16 / Turbopack

Opening a file left both collaborators read-only and stalled ~12s: the server-side
seed (markdown -> Yjs, run through the headless editor engine) was failing, so the
doc never seeded and the editor never left its readiness gate. Two root causes,
both latent until a real build/runtime (typecheck + unit tests don't exercise
either), surfaced by the Next 16 upgrade:

1. Build boundary: the server seed route imported the shared editor schema
   (`createMarkdownContentExtensions`), which pulled in the React node-view
   components (`useEffect`) -> 'client component in a Server Component'. Split each
   node's React-free schema into its own `*-schema.ts` (code-block, image,
   raw-markdown-snippet); the client editor still injects the React node views via
   the existing `nodeViews` param, unchanged.

2. Runtime DOM: the converter installs a jsdom `window` on `globalThis`, but
   Turbopack's server bundle gives bundled `@tiptap/core` a `window` that does NOT
   read `globalThis`, so `elementFromString` threw 'no window object available'.
   Externalize the `@tiptap/*` packages the converter uses (native Node require, so
   their `window` reads the real global) and fix the converter's DOM guard to gate
   on `window` (what TipTap checks) with no sticky flag.

Verified: seed route returns 200 with the Yjs update; 514 collab-doc + editor tests
pass; schema byte-identical after the split.

* feat(collab-doc): persist the Yjs binary and load it on cold-start (Hocuspocus pattern)

Adopt the industry-standard Hocuspocus store/load-document pattern so a cold room
open loads the file's last-persisted Yjs binary directly instead of re-converting
markdown -> Yjs on every open. Rebuilding the CRDT from markdown on each connect is
the exact anti-pattern Tiptap/Yjs warn against (fresh client ids -> duplicated
content); it also forced the fragile server-side headless-editor conversion on every
open. Now conversion runs only on a genuine first open or an external markdown edit.

- new table workspace_file_collab_state(file_id PK->workspace_files cascade,
  doc_state bytea, source_hash, updated_at): the Yjs binary + a hash of the markdown
  it was derived from (bounded <=~1MB by the 256KB round-trip gate). Mirrors
  Hocuspocus's extension-database (binary in a DB column). Migration 0275.
- persist upserts the binary (tagged with the exact markdown just written)
- cold-start seed returns the cached binary when its source_hash matches the file's
  current markdown; otherwise converts (and the next persist refreshes the cache)
- also externalize yjs / y-protocols / lib0 alongside @tiptap: bundling loaded a
  second yjs copy, so @tiptap/y-tiptap's 'instanceof Y.XmlElement' failed on
  app-created nodes ('Unexpected case') during Yjs -> markdown

Verified end-to-end: seed -> persist -> seed returns the exact persisted binary (a
cache hit, no re-conversion). 18 collab-doc + 51 realtime file-doc tests pass.

* fix(collab-doc): best-effort cache read + drop dead barrel

- seed: a cache-read failure (transient DB error, not-yet-migrated cache table)
  no longer aborts a cold room open — the durable markdown is already in hand, so
  fall through to conversion. Symmetric with persist's best-effort cache write.
  Addresses the Cursor Bugbot finding on the read/write asymmetry.
- remove the collab-doc index.ts barrel: nothing imported it (every consumer uses
  direct ./seed / ./merge / ./converter imports), so it was dead re-export surface.
  De-export COLLAB_DOC_FIELD accordingly — it is used only inside converter.ts.

* fix(collab-doc): stream every external file write into open editors, not just edit_content (#6070)

* fix(collab-doc): stream every external file write into open editors, not just edit_content

A copilot/mothership edit to an open markdown file did not appear live in another
user's editor: the live-doc merge bridge (mergeEditIntoLiveFileDoc) was wired into the
edit_content tool ONLY. Every other server-side write — the file tool
(/api/tools/file/manage), function_execute (/api/function/execute via
writeWorkspaceFileByPath), create_file overwrite, and the PUT /content route — went
straight to updateWorkspaceFileContent and skipped the merge, so the durable file
changed but the open editor never updated. Confirmed from live logs (the mothership
'Prepend sentence' ran read + file + function_execute — zero apply-edit calls) and
Redis (the prepended text was absent from the doc stream).

Centralize the merge at the one chokepoint every external writer shares:
- updateWorkspaceFileContent gains an opt-out "syncLiveDoc" (default on) and, after
  the durable write, merges markdown writes into any open collaborative doc (best-effort;
  no-op when nobody has it open). Any current OR future writer is covered automatically.
- persist.ts opts out (syncLiveDoc:false) — it IS the doc→markdown projection, so merging
  it back would be a persist→merge→persist self-loop.
- create_file opts its empty shell out (real content arrives via a later write) so an open
  editor never flickers to empty on overwrite; threaded through writeWorkspaceFileByPath.
- edit_content drops its now-redundant explicit merge call (the chokepoint handles it).
- binary writers (image/video/audio/ffmpeg/download) are naturally excluded — the merge is
  gated to markdown, the only format the collaborative editor renders.

Also bump the api-validation route baseline 994→996 to match the true route count already
on this branch (pre-existing ratchet drift from an earlier merge; NOT added by this PR).

* fix(collab-doc): defer setEditable out of the render phase (flushSync warning)

The collab editability-reapply effect called editor.setEditable synchronously. In collab
mode isEditable flips from readiness (synced + seeded), which is driven by a Yjs
config.observe firing synchronously inside Y.applyUpdate — so the effect can run while React
is mid-render. TipTap's React binding commits setEditable's transaction with flushSync, which
throws "flushSync was called from inside a lifecycle method. React cannot flush when React is
already rendering." Defer the setEditable to a microtask (runs right after the current commit,
before paint), guarding against a destroyed editor or a stale value before it fires.

Only the collab path (this effect) hit the warning; the streaming/settle effect's setEditable
calls run on the non-collab path where isEditable isn't driven by a mid-render Yjs observer.

* fix(rich-markdown-editor): defer non-collab settle/stream mutations off the render phase (flushSync) (#6073)

* fix(rich-markdown-editor): defer non-collab settle/stream mutations off the render phase (flushSync)

The non-collaborative streaming/settle effect called editor.setContent / setEditable /
setTextSelection / focus directly in the effect body. setContent mounts the custom node views
synchronously through the @tiptap/react flushSync path (tiptap#3764), so when this effect runs
while React is mid-render it throws "flushSync was called from inside a lifecycle method." This
is the second flushSync source (the collab editability effect was the first, fixed separately);
it fires on the agent-streaming-into-a-non-collab-editor surface.

Defer the effect-body view mutations to a microtask via a small runOffRender helper (runs right
after the current commit, before paint; no-ops if the editor was torn down). The settle block is
deferred as ONE microtask so setContent -> collapse selection -> setEditable -> focus keep their
order. The streaming rAF tick is left untouched — it already runs off-render, so it keeps writing
content directly. queueMicrotask is TipTap's own documented remedy for this warning.

497 rich-markdown-editor tests (incl. stream-settle-selection) pass; tsc + lint + api-validation
+ boundary + prune green. Needs a live check: stream an agent into a non-collab markdown file and
confirm it still renders smoothly.

* chore(rich-markdown-editor): trim verbose flushSync-defer comments

* fix(rich-markdown-editor): drop superseded settle/stream microtasks via a run token

runOffRender previously only guarded editor.isDestroyed, so if React ran the next reconcile
pass (a newer stream or settle) before a queued microtask flushed, the stale microtask could
still apply setContent/setEditable/setTextSelection over the newer state. Tag each effect run
with an incrementing token; a deferred mutation applies only when its run is still the latest
(and the editor is alive). A run token fits this effect's several early-return exits better
than a per-exit cleanup flag. Addresses Greptile/Cursor review.

* fix(rich-markdown-editor): never drop the settle selection-collapse under a superseded run

The run token drops a superseded settle's microtask, but the settle had already flipped its state
flags synchronously — so a pre-empting steady-sync run took the non-settle path and never collapsed
the selection, leaving a post-stream select-all painting the leaf-in-selection decoration. Track the
collapse as a debt (pendingCollapseRef): whichever deferred run ultimately applies — settle or the
steady-sync path — clears it, so the collapse runs exactly once on the latest content. Addresses the
Cursor review finding.

* feat(tables): show live cell-selection carets in the embedded chat panel (#6081)

The table cell-selection presence room was joined only on the dedicated /tables/[id] page
(useTableRoom was passed an empty id in embedded mode). Join it in embedded too, so the
mothership chat resource panel shows collaborators' live cell selections and broadcasts the
local one. tableId is already resolved from props in embedded (the data event stream already
uses it un-gated), and authz runs on join, so this is safe. Avatars are unaffected — they
render only in the !embedded Resource.Header, so the panel gets carets without avatars.

* feat(collab-doc): If-Match optimistic concurrency so persist never clobbers an out-of-band edit (#6085)

* feat(collab-doc): optimistic-concurrency guard so persist never clobbers an out-of-band edit

The relay projected the live Yjs doc back to durable markdown unconditionally (last-write-wins), so
a persist already in flight when an external write landed could overwrite it. Add RFC 7232 If-Match
optimistic concurrency end to end, reconciling through the CRDT (never rejecting user work):

- updateWorkspaceFileContent gains an expectedUpdatedAt guard: the write commits only if the file is
  still at that version (checked against the SELECT ... FOR UPDATE-locked row, so it is atomic with
  the write), else it throws the new ContentVersionConflictError without clobbering.
- persistFileDoc takes expectedVersion and returns a discriminated result (persisted | missing |
  conflict). On conflict it returns the current durable content + version instead of writing.
- The relay tracks the durable version its live doc is synced to — set on seed, advanced when a
  durable write is merged in (apply-edit carries the version), and on each successful persist. It is
  held cluster-wide in Redis (filedoc:syncver:{name}) so whichever task persists reads the same
  version, with the per-room value as the single-pod fallback.
- flushPersist sends that version as If-Match. On a conflict it merges the current durable content
  into the live doc (so the out-of-band edit AND the live edits converge) and retries (bounded), so
  even a last-leave flush racing an external write persists the reconciled result rather than losing
  the session's edits.

Threads the version through the seed + persist contracts and the apply-edit payload. No schema change
(reuses workspace_files.updatedAt as the version token). Tests: app-side CAS (match writes, mismatch
throws + cleans up the orphan upload), relay conflict handled gracefully without clobber/loop; 236
realtime + 76 sim collab/uploads tests, tsc x2, lint, api-validation, boundaries, prune all green.

* chore(collab-doc): heartbeat-refresh the synced-version key TTL alongside its stream

Keep filedoc:syncver:{name} alive as long as the room's stream (it was only re-set on
seed/merge/persist), so an open-but-idle doc's persist If-Match token can't expire and force a
needless reconcile.

* fix(collab-doc): stop persist-conflict retries when there is no live doc to reconcile

On an If-Match conflict with no live doc to reconcile into (last collaborator gone, no shared
stream), applyMarkdownToLiveFileDoc returns no-live-room; re-projecting the same pre-teardown
snapshot would only re-conflict, so break the retry loop immediately and leave the out-of-band
(durable) content authoritative — the intended conflict policy. Addresses Greptile review.

* fix(collab-doc): close three optimistic-concurrency edge cases from review

- Single-pod persist retry projected the pre-reconcile snapshot (captureState always returned the
  initial localState), while the synced version had been advanced by the reconcile — so the If-Match
  could pass and clobber the reconciled edit. captureState now re-reads the live doc on each attempt
  (falling back to the pre-teardown snapshot only once the room is gone).
- The synced version was recorded from this task's own seed FETCH before knowing whether this task's
  seed actually won; a peer winning with a different version could leave a newer token than the stream
  content. Record it only inside the didSeed branch (the task whose seed won); peer-seeded tasks read
  the winner's cluster value.
- Persist wrote UNCONDITIONALLY when no version was available (relay version momentarily missing), which
  could clobber non-empty durable content. It now returns conflict for a non-empty file with no version
  (reconcile/retry once the version is re-established); an empty file's first write stays unconditional.

* fix(collab-doc): defer (not reconcile) on missing version, and use the freshest version token

- Missing-version persist now returns 'deferred' instead of 'conflict'. A missing version token (a
  Redis blip on a peer-seeded task) is NOT a genuine out-of-band change, so triggering a reconcile
  would wipe live edits (incoming-wins) even though nothing changed durably. Deferred means: don't
  write, don't reconcile — leave the edits in the stream and let a later persist write them once the
  version is re-established.
- currentVersion now takes the MAX of the cluster (Redis) and local room versions rather than always
  preferring Redis, so a lagged/failed fire-and-forget Redis set can't shadow a newer local value and
  cause spurious If-Match conflicts. Versions are monotonic epoch-ms, so the larger is the later sync.

* fix(collab-doc): make persist If-Match teardown-race-immune and recover missing version on final flush

Close two last-leave concurrency holes Cursor flagged:

- Thread the reconciled version LOCALLY through the persist retry loop. After a
  conflict+reconcile the correct next If-Match is exactly result.version, so carry
  it in a local var instead of re-deriving from room.syncedVersion/Redis. On a
  last-leave flush destroyRoomIfIdle removes the room from the map before the async
  flush finishes, so mergeMarkdownIntoRoom's recordVersion can no longer update
  room.syncedVersion — threading makes each retry's precondition correct by
  construction, immune to that dropped mutation and to a best-effort Redis re-read.

- Cache the resolved version back into room.syncedVersion in currentVersion() so a
  peer-seeded/tail-only task (which never sets it locally) or a later transient
  Redis read failure still resolves it from the last value seen (monotonic max,
  never regresses).

- On a FINAL flush, briefly retry resolving the If-Match when the version read
  momentarily fails, rather than deferring and stranding the session's edits in the
  TTL'd stream — the version is cluster-wide and heartbeat-refreshed.

* fix(collab-doc): stamp cluster sync version the moment the seed wins, before the liveness guard

The winning seeder set the If-Match token (room + Redis filedoc:syncver) only after the
liveness/seeded guard that follows seedIfEmpty. But the tailer can integrate the just-appended
seed DURING the seedIfEmpty await, so isDocSeeded(room.doc) is already true when the guard runs
and it returns early — leaving the stream holding seed content with no cluster version. Later
persists then send no If-Match, the app returns `deferred`, and session edits stay only in the
TTL'd stream (the exact stranding this PR prevents elsewhere).

Move the version stamp to immediately after seedIfEmpty wins, before the guard. Recording it only
once our seed won (not from the fetch) is preserved, so it still can't shadow a peer's winning
seed.

* fix(collab-doc): make the synced-version token monotonic at every write site

The If-Match token is written fire-and-forget from the seed stamp, merges, and persists, both
locally and to Redis. An out-of-order write (e.g. a seed's lagged setSyncedVersion landing after a
later merge's) could regress it below the version the live doc already incorporates, causing
spurious If-Match conflicts — and on a last-leave flush with no live room to reconcile into, a
spurious conflict leaves durable authoritative and drops the session's edits.

- setSyncedVersion now writes via SET_VERSION_IF_NEWER_SCRIPT (Redis-side compare-and-set): it
  overwrites only when the new value is greater, refreshing the TTL either way.
- recordVersion / the persisted branch / the seed stamp all take Math.max instead of assigning
  room.syncedVersion directly.

Versions are monotonic epoch-ms, so "newer" is a plain numeric compare, exact within a Lua double.

* fix(collab-doc): close three last-leave persist edge cases from review

- Stale snapshot after reconcile (High): the multi-task captureState fell back to the pre-await
  localState snapshot even after a reconcile advanced ifMatch, so a failed stream re-read could
  persist the pre-reconcile state against the new version and clobber the out-of-band edit the
  reconcile just incorporated. NULL localState after a reconcile so a failed read aborts instead.

- Lock miss aborts reconcile (Medium): a merge-lock acquisition failure returned 'no-live-room',
  indistinguishable from an absent stream, so flushPersist treated transient contention as
  terminal. Return a distinct 'merge-unavailable' and handle it as retry-later (edits stay in the
  stream), never as "nothing to reconcile into".

- Peer syncver never recovers (Medium): the winner's setSyncedVersion was fire-and-forget with
  swallowed errors — the only way a peer-seeded task learns the durable version — so a dropped
  write left that peer deferring forever. Make it retry (bounded) like appendUpdate/seedIfEmpty;
  the monotonic script keeps a racing retry a no-op.

* fix(collab-doc): scope the persist If-Match to a content version so metadata bumps can't clobber edits

The optimistic-concurrency validator was `updatedAt`, which rename/move/delete/restore also bump
with no content change. A racing live-doc persist then saw a stale token, got `conflict`,
reconciled the pre-edit durable body via updateYFragment (incoming-wins on overlap), and wiped the
user's in-flight edits.

Scope the validator to content (RFC 7232 semantics — validate the representation, not the row):
- New `workspace_files.content_updated_at` (NOT NULL, `now()` fast-default — no table rewrite).
  Advances ONLY on content writes (upload / overwrite / create); metadata writes never touch it.
- The FOR UPDATE CAS, the merge-notify version, and the seed version all use `content_updated_at`.
  A rename now leaves it unchanged, so the persist If-Match still matches -> no spurious conflict,
  no reconcile, no lost edits. Genuine out-of-band content writes still conflict and reconcile.
- Consolidated the collab schema into one migration (the collab-state table + the new column) per
  request, rather than a separate follow-up migration.

Relay/store/contracts unchanged (still a numeric monotonic version).

* chore(collab-doc): condense the densest persist comments (no behavior change)

Cleanup pass: tighten the three longest comment blocks added while hardening the persist path
(currentVersion cache, ifMatch threading, final-flush version retry) without dropping any invariant.
No dead code found (biome lint clean; all new symbols referenced).

* fix(collab-doc): persist must return the content version, not updatedAt

Follow-up to the content-scoped If-Match: persistFileDoc still returned `updatedAt` as the version
in both the persisted and conflict results, while the CAS/seed/merge all guard on
`content_updated_at`. A content write sets both to the same instant, so it was coincidentally
correct — until they diverge: if a metadata write bumps `updatedAt` past `content_updated_at`, the
conflict path returned the larger `updatedAt`, so the relay's re-persist sent an If-Match the CAS
(which checks `content_updated_at`) could never match → perpetual conflict → dropped reconciled
edits. Return `contentUpdatedAt` in both paths so the relay's token always matches what it's checked
against.

* fix(collab-doc): defer persist whenever the version is missing; guard the content-version test

- Empty-file CAS race (Medium): the unconditional-write carve-out for size===0 read `record.size`
  outside the write transaction, so a concurrent first content write could land after the check and
  be clobbered. With content_updated_at NOT NULL every existing file always has a real version, so a
  missing expectedVersion is always transient — always defer, never write unconditionally. Removes
  the TOCTOU hole.
- Content-version test (Low): the merge-chokepoint test kept updatedAt == contentUpdatedAt, so it
  passed even if wired to the wrong field. Mock distinct values and assert contentUpdatedAt, so a
  regression to updatedAt now fails the test.

* fix(collab-doc): don't reconcile a conflict the live doc already reflects (would wipe newer edits)

flushPersist reconciled the durable body into the live doc on every conflict. But when the conflict
comes from a racing self-persist (or an apply-edit the chokepoint already merged), the durable body
is a STALE SUBSET of the live stream, and the incoming-wins updateYFragment merge moves the doc
backward — wiping newer in-flight edits, which the retry then persists.

Before reconciling, re-check the freshest synced version. If it already covers the conflict version,
the live doc has already incorporated that content (or is ahead), so skip the reconcile and just retry
with the freshest version as If-Match — the re-projection captures the current live stream, preserving
every edit. Only a genuine out-of-band change the live doc hasn't incorporated (freshest < conflict
version) is reconciled in. freshest never exceeds the durable version, so this can't loop.

* fix(collab-doc): make content_updated_at monotonic per file; skip-reconcile can't loop

The If-Match token was stamped with app-local new Date() on each content write, so cross-instance
clock skew could stamp a later write with an EARLIER content_updated_at — breaking the version
ordering the whole optimistic-concurrency scheme (and the skip-reconcile branch's freshest>=version
assumption) depends on. Under skew the relay's monotonic syncedVersion could exceed the durable
version, sticking the If-Match: persist conflicts forever, exhausts retries, drops the session's edits.

- Stamp content_updated_at strictly after the current committed value (we hold the row's FOR UPDATE
  lock): new Date(max(now, currentFile.contentUpdatedAt + 1ms)). Monotonic per file regardless of
  clocks; also removes same-millisecond collisions. updatedAt stays plain wall-clock (display/sort).
- Skip-reconcile branch retries with result.version (the durable value the CAS will match), never
  freshest (which could exceed it and loop). Belt-and-suspenders now that the version is monotonic.

* refactor(collab-doc): drop the destructive in-persist reconcile; adopt-version-and-retry on conflict

The in-persist reconcile projected the durable body back over the live doc via updateYFragment
("make the doc match"). That is destructive: when the live stream is already ahead — the common case,
because the write chokepoint (mergeEditIntoLiveFileDoc) already merged the out-of-band change into the
stream — it moved the doc backward and wiped newer in-flight edits. This produced a run of races
(stale snapshot, wipe-newer-edits, version-lag skip miss) that a full-document reconcile fundamentally
can't avoid, since deciding when it's safe relies on a laggy cross-task version token.

Remove it. On conflict, adopt the durable version as the new If-Match and retry: captureState re-reads
the current stream (which holds the out-of-band change AND the live edits), so the re-projection
persists the converged result. The durable change reaches the live doc via the chokepoint, never here.
Trade-off: the only unmerged out-of-band write is one whose chokepoint merge itself failed (rare,
logged), which we accept over the frequent reconcile-wipes-edits race.

- flushPersist: conflict -> ifMatch = result.version, retry (bounded). No applyMarkdownToLiveFileDoc.
- conflict response drops `markdown` (contract + relay type + persist) — no body needed, saves a blob
  fetch. applyMarkdownToLiveFileDoc stays (still used by the apply-edit route / the chokepoint).

* fix(collab-doc): don't let a last-leave conflict retry clobber via the stale local snapshot

Regression from dropping the reconcile: on conflict the retry adopts result.version and re-reads
captureState. But after single-pod last-leave teardown the room is already destroyed, so captureState
falls back to the pre-teardown localState (which lacks the out-of-band change); the retry then CAS-passes
and overwrites the committed external write — undoing the external-wins last-leave policy.

Null localState on the first conflict, so the retry can only use freshly-read authoritative state
(stream / live doc). When none is available (single-pod room gone, or a transient stream-read failure)
captureState returns null and the retry stops, leaving durable content authoritative. Covers both the
single-pod and multi-task-stream-unavailable variants of the stale-snapshot clobber.

* fix(collab-doc): stop (don't re-persist) on a persist conflict — closes the commit-window clobber

The conflict retry adopted the durable version and immediately re-persisted the current stream,
assuming the stream already held the out-of-band change. But an external write commits durable BEFORE
its chokepoint merge (mergeEditIntoLiveFileDoc) reaches the stream, so a persist landing in that window
CAS-passed with a stream that still lacked the external content and clobbered the committed write — not
just the rare merge-failed path, but a race on every external write, worst at last-leave flushes.

Make persist a single attempt: on conflict, STOP and leave durable authoritative. The chokepoint merges
the change into the stream and — only once it is actually there — advances the synced version via its own
recordVersion; a later flush (debounced or final) then projects the converged stream with a matching
token. The session's edits stay in the stream meanwhile. The conflict handler deliberately does NOT
advance the synced version, or the next flush would clobber with a still-behind stream. Removes the retry
loop and PERSIST_CONFLICT_RETRIES.

* improvement(tables): fire the live-rows signal on async delete, run cancel, and column run (#6094)

* improvement(tables): fire the live-rows signal on async delete, run cancel, and column run

These three table operations mutate row data but emitted no `rows` change signal, so open editors'
grids stayed stale until a manual refresh (enrichment *results* already stream live via `cell` events;
these are the bulk paths that don't emit per-cell events):

- Async row delete (`runTableDelete`): signal as rows drop out (throttled with the existing progress
  event) and once more on completion — the `job` progress event only drives the delete meter, not the
  rows query. Covers the delete-async route and the copilot bulk-delete, since both share the runner.
- Cancel runs (`cancel-runs` route): cancelling clears each affected row's exec state; the
  `dispatch: cancelled` events drop the run overlay but the client then renders authoritative DB state,
  so refetch. Only when something was actually cancelled.
- Run column (`columns/run` route): starting a run bulk-clears the target group's cells to pending;
  refetch so the cleared cells show. Only when a dispatch was actually created.

Guarded so no signal fires on a no-op/failure. Adds a delete-runner test asserting the completion signal.

* fix(tables): guarantee the live-rows signal on every mutating path (review)

- Delete runner (Greptile P1): a batch could commit and the job then cancel/supersede before the next
  throttled progress signal or `markJobReady`, bypassing both signals and leaving deleted rows on
  screen. Track `deletedAny` and fire the grid refetch in a `finally`, so it runs on EVERY exit —
  completion, cancel/supersede, mid-batch lock, or a rethrown error after a partial delete.
- cancel-runs / columns/run routes (Cursor): the `cancelled > 0` / `if (dispatchId)` guards don't
  always reflect DB row changes — cancel tombstones exec state even when 0 dispatches were active, and
  a run bulk-clears cells then can return a null dispatchId. Signal unconditionally; a stale-but-harmless
  refetch beats a missed one.
- Tests: assert the delete signal fires on the mid-run-cancel-after-delete path and NOT when nothing
  was deleted.

* fix(tables): mark deletedAny before the page delete so a mid-page lock still refreshes the grid

`deletePageByIds` commits in internal batches, so a delete lock landing mid-page can persist earlier
batches and THEN throw TableLockedError — the catch returns without a count, so setting `deletedAny`
from the return value missed it and the finally skipped the grid refetch. Set `deletedAny = true` before
the call (any attempt may commit rows); an attempt that commits nothing only over-refetches (harmless).
Adds a test asserting the signal fires when a page throws a mid-page lock.

* fix(files): make embedded resource file view collaborative (#6095)

* fix(files): make embedded resource file view collaborative

The /chat resource panel rendered saved files through FileViewer without
the collaborative opt-in, so a file open on the Files page and the same
file open in the embedded panel never joined the same file-doc room —
no live carets and no live content sync between the two surfaces.

Pass collaborative on the EmbeddedFile FileViewer. Collaboration still
self-gates on canEdit + non-streaming + workspace doc, so the agent
token-stream preview (the dedicated streaming-file path, canEdit=false)
is untouched.

* fix(files): refcount file-doc room membership per shared socket

Two collaborative surfaces in one tab (the Files editor and the embedded
chat resource panel) share one Socket.IO connection, so both providers for
the same file JOIN the same room over that socket. The server's LEAVE does
socket.leave(name) with no membership refcount, so the first provider's
destroy() would strand the second still-mounted one — no more live content
or presence.

Count live providers per file per socket (keyed by the stable Socket object,
so it survives reconnects) and emit LEAVE only when the last provider for a
file tears down. The single-provider path is unchanged (0->1->0).

* feat(tables): propagate shared saved-view changes to collaborators live (#6100)

Table views (named filter/sort/layout presets) are table-wide shared state —
every reader sees every view — but view create/update/delete had no realtime
signal, so a collaborator only saw another user's view changes on their own
staleTime/focus refetch.

Add a 'views' table event kind + signalTableViewsChanged, emitted from the
views service (createTableView/updateTableView/deleteTableView, on real
success only), and a client handler that invalidates the views query alone
(no rows/definition refetch — a view is presentation state on the loaded
table). Mirrors how row/schema/metadata changes already propagate.

* test(tables): cover the views realtime signal (emit + on-success-only) (#6101)

- events.test.ts: signalTableViewsChanged appends a single 'views' event
  carrying the tableId (through the real memory buffer).
- views/service.test.ts: create/update/delete emit signalTableViewsChanged
  on real success, and DON'T on a no-op (a PATCH/DELETE targeting a missing
  view changes nothing, so it must not signal). Mirrors delete-runner's
  signal-path coverage; drives the DB via the shared dbChainMock.
- Add tableViews to the comprehensive @sim/db/schema test mock so the
  service tests can queue the in-transaction existence row.

* chore(ci): reconcile api-validation baselines after the staging merge

The staging merge unioned realtime-rooms's own `as unknown as` cast
(lib/collab-doc/converter.ts) with staging's zod-recursive-type cast
(lib/api/contracts/tables.ts), so the non-test double-cast count is 9 —
both casts pre-existed and were individually accepted on their branches.
Also tighten rawJsonReads 6->5 to the true current count. Fixes the strict
API contract boundary audit on realtime-rooms.

* feat(copilot): stream file edits into the live collaborative Y.Doc (keep embedded view collaborative) (#6108)

* feat(copilot): stream file edits into the live collaborative Y.Doc

Copilot's file edits previously only reached the live doc once, at the final
edit_content write, so a collaborative editor watching the file saw nothing
until completion (streaming looked broken) and the client-side preview path
was suppressed in collab mode.

Make copilot a CRDT peer: as it streams append/update/patch content, merge the
growing markdown into the file's live Y.Doc via the existing apply-edit path
(a minimal updateYFragment diff, concurrent-edit-safe), throttled to ~250ms.
version is omitted for these intermediate merges — they advance the live doc
for viewers but are not durable checkpoints; the final edit_content write
carries the real contentUpdatedAt and reconciles the durable file. Per the
relay's persist gating, server-internal merges never schedule a persist, so a
copilot-only stream produces zero intermediate file writes.

- notify.ts: mergeEditIntoLiveFileDoc version is now optional (streaming omits it).
- file-preview-adapter.ts: throttled live-doc merge at the edit_content stream hook.

* fix(copilot): order + gate streaming live-doc merges; fast collab first render

Harden the streaming merge (adversarial review):
- Order + bound: dispatch through a per-file in-flight guard (drop-while-in-flight)
  so a stale out-of-order snapshot can never land after a newer one and regress
  the doc, and relay load is capped at one request per file regardless of rate.
- No wipe: gate append/patch on the base file content having loaded — a base-less
  snapshot would diff to a delete-everything wipe of the seeded doc; update streams
  a full rewrite from scratch and needs no base.
- Markdown-only gate: non-markdown files have no collaborative room, so skip the
  wasted relay round-trip.

Fast collab first render (Issue 2): render the already-fetched markdown read-only
via generateHTML while the collaborative doc seeds, with the editor mounted-but-
hidden in the same layout box for a seamless swap on collabReady. Pure HTML — it
never touches the Y.Doc (client seeding duplicates the doc), and generateHTML
escapes text (raw-HTML snippets render escaped), so no XSS.

* test(copilot): cover streaming file edits into the live collaborative Y.Doc

Drives edit_content args_delta stream events through processFilePreviewStreamEvent
and asserts the live-doc merge: fires with the growing FULL previewText and no
version arg; is throttled (~250ms per file); is skipped for non-markdown files
and for a base-less append (the delete-everything wipe guard); and runs at most
one-in-flight per file. Verified to fail if any gate/guard is removed.

* fix(collab-doc): coordinate live-doc merge ordering in one place; close durable-clobber race

The second review found a residual: the durable edit_content write went through a
different path than the adapter's in-flight guard, so a late straggler streaming
merge could land after it and, via a persist, clobber the durable file's tail.

Move the per-file coordination into mergeEditIntoLiveFileDoc (the one place both the
streaming and durable paths call): a streaming (versionless) merge is dropped while
one is in flight for the file; a durable (versioned) write instead WAITS for the
in-flight streaming merge, so the final content is always the last merge applied and
can't be regressed by a straggler. Simplifies the adapter (drops its Set + helper).

Relocate the one-in-flight test to notify.test.ts (streaming-drops-while-busy +
durable-waits-then-applies-last); the adapter test keeps throttle/gates/previewText.

* fix(copilot): address review — order merges, exclude update, gate throttle, unhide stream

Review round on #6108:
- Greptile P1 (durable merges lose ordering): serialize ALL merges per file on one chain in
  mergeEditIntoLiveFileDoc (each chains after the current tail), so concurrent durable writes
  can't resume-and-fire out of order. notify now exposes isLiveDocMergeInFlight.
- Cursor High (update stream blanks the doc): only append/patch stream — they build on the loaded
  base; update is a from-scratch rewrite whose partial snapshot would diff the full doc toward a
  fragment, so it applies atomically at the durable write.
- Cursor Medium (throttle advances on a dropped merge): the adapter gates on !isLiveDocMergeInFlight,
  so the send throttle advances only on an actual dispatch — no lag, no backlog behind a slow relay.
- Cursor Medium (placeholder hides a live stream): show the fast-render placeholder only when not
  streaming, so a stream that starts before the doc seeds shows through the editor.
- Soften merge.ts/notify.ts comments per the lifecycle audit: only UNTOUCHED regions are preserved;
  a region the merge rewrites reconciles toward copilot's content.

Tests updated: notify covers chain ordering + isLiveDocMergeInFlight; adapter covers append streaming,
throttle, non-markdown/base-less/update skips, and the in-flight skip.

* fix(collab-doc): reject stale durable merges at the relay (cross-process ordering)

The in-process merge chain only orders merges within one apps/sim process. Two durable
writes for the same file on DIFFERENT processes could reach the relay out of dispatch
order; the relay recorded the version monotonically but still APPLIED the older markdown,
regressing the live doc while the token stayed high (a later persist could then write the
stale content back over the durable file).

Enforce ordering at the relay — the single cross-process coordination point — using the
existing Redis primitives: under the per-file Redis merge lock, read the cluster-wide
synced version and SKIP a versioned merge that is not newer (a newer durable write already
landed). Make recordVersion await setSyncedVersion so it is durable before the lock
releases, so the next holder's staleness check reads a consistent value. Streaming
(versionless) merges are unaffected — they carry no durable version and are ordered
per-process by the caller.

Adds a relay test asserting a stale/idempotent versioned merge returns 'stale' and never
computes or publishes a diff.

* fix(copilot): match durable path — detect markdown by MIME type + name at the stream gate

The streaming gate checked isMarkdownFile with only the filename, while the durable merge
uses type + name — so a text/markdown file without a .md extension was skipped mid-stream
(it self-corrected at the durable write). Pass editIntent.contentType so streaming detects
the same set of markdown files as the durable path.

* test(copilot): assert throttle follow-through after an in-flight merge clears

* fix(collab-doc): order streaming merges by streamedAt so a late snapshot can't regress a newer durable write

* refactor(collab-doc): tidy merge-order docs + relay order object; cover multi-replica streaming stale-check

* fix(collab-doc): order streaming merges by causal base version, not wall-clock

A streaming snapshot now carries baseVersion (the durable contentUpdatedAt it was
built from) instead of a wall-clock streamedAt. The relay drops the snapshot when a
newer durable write landed since that base, so a concurrent human save can no longer
be clobbered in the live doc and then persisted over the durable file. Skew-immune:
both keys are DB-monotonic contentUpdatedAt values.

* fix(collab-doc): derive streaming baseVersion as contentUpdatedAt ?? updatedAt

Match the version line the seed/persist use so a legacy file with no content
version still ships an ordered streaming snapshot instead of an unordered one.

* fix(collab-doc): fail-closed on a streaming snapshot with no baseVersion

The live-merge gate now requires a numeric baseVersion, not just loaded base
content. A rare base with no file record (hence no version) would otherwise ship
an unordered snapshot the relay can't stale-check, risking a clobber of a
concurrent durable write. Skip the live merge instead; the durable write reconciles.

* docs(collab-doc): document the accepted concurrent-independent-streams limitation

* chore(ci): reconcile api-validation baseline after the staging merge

The merge commit auto-merged the baseline at 1000; bump totalRoutes/zodRoutes to
1003 for staging's three new contract-bound routes (nonZodRoutes still 0).

* test(files): update storage-accounting assertion to the mergeEditIntoLiveFileDoc options object

* fix(collab-doc): trace the full yjs/tiptap external stack into the file-doc route bundles

The seed/merge/persist internal routes run the collab-doc converter (markdown <-> Yjs
via headless TipTap) server-side. Those deps are serverExternalPackages, and the
standalone tracer only force-included jsdom — it does NOT follow yjs's ESM subpath
imports of lib0 (lib0/logging, ...), so Docker/standalone builds shipped node_modules
without them and the seed route 500'd (Cannot find module 'lib0/logging'). That left
every collaborative document unseeded and permanently read-only on deployed envs.
Force yjs, lib0, y-protocols, and @tiptap into the trace for all three routes.

* fix(collab-doc): copy the full yjs/lib0 stack into the app image

The seed/merge/persist routes run the converter (markdown <-> Yjs) server-side. yjs is a
serverExternalPackage and the Next standalone tracer copies lib0 only partially — it drops the
ESM subpath file lib0/logging.js that yjs.mjs imports via lib0's exports map, so the seed 500s
('Cannot find module lib0/logging') and every collaborative doc is stuck read-only. Verified in
the running dev container: /app/node_modules/lib0 had 37/38 files, logging.js missing.

outputFileTracingIncludes can't fix it — its globs resolve against apps/sim, but these deps hoist
to the monorepo-root node_modules, so the glob matches nothing (my prior next.config attempt was a
no-op; reverted). Instead COPY the complete lib0/yjs/y-protocols from the deps stage in the runner,
overwriting the partial trace — the same pattern already used for isolated-vm.

* feat(files): stream copilot edits into the collaborative doc smoothly (#6122)

* feat(files): stream copilot edits into the collaborative doc smoothly

- apply the agent stream client-side into the live Yjs binding as minimal
  updateYFragment diffs (like main's setContent, but incremental) so it renders
  smoothly AND broadcasts to every peer via CRDT — a collaborator on /files sees
  the stream for free
- gate the apply on collabReady so diffs never land on an unseeded doc; keep the
  read-only placeholder visible until the seed swaps in
- run streamed ops under a dedicated tx origin so they stay out of the user's
  undo stack
- delete the throttled server-side streaming merge and the baseVersion ordering
  machinery it needed (relay + notify + session contract); the durable final
  write still reconciles open editors and seeds late joiners

* fix(files): apply agent stream as a true CRDT peer + guard base-less snapshots

Review round 1 (Greptile P1s):
- apply the stream against a private shadow replica (seeded from the live doc at
  stream start) and relay only the agent's own delta into the shared doc, so a
  concurrent peer edit to a region the agent snapshot didn't include is no longer
  reverted (previously the whole-body reconcile deleted it)
- gate append snapshots on "must extend the base": a base-less append fragment
  (emitted before the base loads) can no longer reconcile the seeded doc to a wipe;
  patch still legitimately replaces a mid-region
- gate the apply on collabReady so diffs never land on an unseeded doc; keep the
  placeholder visible until the seed swaps in
- plumb streamOperation through the preview surfaces to drive the append gate
- add a peer-edit-preservation test (fails under whole-body reconcile) and refresh
  the undo-isolation + broadcast tests for the session API

* fix(files): destroy the agent shadow deterministically on settle

Cursor round 1 (Low): endAgentStream ran inside runOffRender, whose microtask is
dropped when a rapid follow-up stream bumps the run token — leaking the shadow
Y.Doc. Split it out into an unguarded microtask queued after the (droppable) final
apply, so the shadow is always destroyed.

* fix(files): agent stream frames skip the relay's durable persist

Cursor round 1 (High): client-applied stream frames broadcast over the sync
channel, so the relay stamped a socket origin and ran schedulePersist — durably
writing partial agent content mid-stream, attributed to the watching user (the old
server-merge applied with no origin and never did). Restore that behavior:

- new FILE_DOC_MESSAGE_TYPE.SYNC_NO_PERSIST wire tag; the provider tags
  AGENT_STREAM_ORIGIN updates with it (normal user edits stay SYNC)
- the relay applies it under an AgentSyncOrigin (carries the socket id for
  broadcast exclusion, but is not a plain string) so originSocketId() is null →
  no edited/schedulePersist/lastEditorUserId; excludeSocketId() still excludes the
  sender, and the update still publishes to the stream so peers converge
- the copilot's final edit_content write remains the authoritative durable persist
- tests: relay applies+fans-out but never persists a SYNC_NO_PERSIST frame
  (verified it fails if applied as a socket edit); provider tags agent edits

* fix(files): open the stream shadow at start + private extend baseline

Cursor round 2:
- High (settle skips apply without session): the stream shadow is now opened on
  the first ready frame, BEFORE the extend gate — so an `update` rewrite (whose
  every frame is gated out until settle) and a stream that finishes before seed
  still get a session, and settle applies the final body via the reused-or-on-demand
  shadow instead of leaving the doc stale until the durable reconcile.
- Medium (peer edits stall the stream): the extend gate now reads a private
  `lastStreamedBodyRef` (the agent's own last frame), snapshotted at stream start,
  not `lastSyncedBodyRef` which `onUpdate` clobbers on peer edits — so a collaborator
  typing can't make the growing snapshot stop prefixing the shown body and freeze it.
- Medium (multi-replica over-persist): pre-existing, documented "safe over-persist"
  (a peer task tails the frame as REDIS_ORIGIN and marks edited) — refreshed the
  stale comment to describe the SYNC_NO_PERSIST source; copilot's edit_content write
  remains the authoritative durable persist.

* fix(files): fail-close base-less previews + operation-based stream hold

Cursor/Greptile round 3 (High + Medium) — remove the fragile string-prefix
"extend gate", which was the root of both findings:

- Server: `buildFilePreviewText` now fails closed for an `append` whose base
  content hasn't loaded (returns undefined, like patch/update), so a base-less
  fragment never reaches the client. This eliminates the base-less wipe at
  settle (Greptile P1) at the source; an empty file (existingContent === '')
  still previews normally.
- Client: the collab streaming tick no longer string-prefixes the raw preview
  against the editor's canonical markdown (the '*' vs '-' / emphasis mismatch
  that froze every append frame — Cursor). The mid-stream hold is now purely
  operation-based: `update` waits for settle; append/patch/create apply each
  frame via the (peer-safe) shadow reconcile. lastStreamedBodyRef is now a plain
  dedup guard, not a prefix baseline.

Keeps the shadow, durable write, and SYNC_NO_PERSIST unchanged.

* fix(files): elect a single agent-stream writer across tabs

Cursor round 4 (High): with the stream applied client-side, two tabs/windows on
the same chat could each derive streamingContent (the reconnect/resume path
re-consumes preview events) and each independently insert the stream under a
different Yjs clientID, duplicating content until the durable reconcile.

Fix — single-writer election via the file-doc awareness (new agent-stream-leader):
- a client applying an agent stream announces `agentApplying` on its own awareness
- only the leader (min clientID among announcers) applies mid-stream AND at settle;
  a non-leader renders the leader's ops via Yjs and does not apply (a non-leader
  applying the final body would re-insert the whole doc as a duplicate)
- re-checked each frame, so it converges to one writer the moment awareness
  propagates; the sub-frame startup race is reconciled by the durable write
- single-client (the common case) is unaffected: it is the only announcer, so it
  always leads

* fix(files): gate the settle apply locally, not on a settle-time re-election

Cursor round 5 (High): the settle recomputed leadership from live awareness and
the leader cleared its announcement immediately, so a straggler peer that settled
afterward became the sole announcer, self-elected, and applied finalBody through
its base-seeded shadow — re-inserting the whole doc as a duplicate.

Fix: gate the settle apply on a LOCAL didApplyStreamRef (set only when this client
actually applied a mid-stream frame — i.e. it was the mid-stream leader whose
shadow is up to date), not on a settle-time re-election. A client that never
applied (non-leader, a held `update`, or a pre-seed stream) skips the final apply
and converges via Yjs + the durable write. The mid-stream leader election
(isAgentStreamLeader) is unchanged, so exactly one client's didApplyStreamRef is
ever true.

* fix(files): open the agent-stream shadow lazily on lead (no stale handoff)

Greptile round 6 (P1): the leader race — (a) a mid-stream leadership handoff
could apply from a stale pre-stream shadow, and (b) two tabs starting the same
stream before awareness converges could both lead briefly.

- (a) fixed: the shadow is now opened LAZILY in the tick, only when this client
  actually leads, seeded from the CURRENT doc — so a handoff successor diffs
  against the prior leader's ops (never a stale base) and a non-leader builds no
  shadow at all. Announce candidacy via a dedicated ref (decoupled from the
  shadow); settle still gates the final apply on didApplyStreamRef (leader-only).
- (b) the pure startup race is inherent to eventually-consistent election. It is
  now the only residual: bounded to two tabs starting the SAME stream within the
  awareness-propagation window, transient (converges in a frame or two), and
  never persisted (SYNC_NO_PERSIST + the durable edit_content reconcile). Resumes
  are sequential, so the common multi-tab case elects cleanly. Documented inline;
  a server-granted lease would close it fully but at a round-trip cost on the
  common single-tab path, which isn't worth it.

* fix(files): idempotent settle apply (update lands client-side; no straggler dup)

Cursor round 6 (Medium): a lone client's `update` never applied client-side —
held mid-stream, then skipped by the didApplyStreamRef settle gate — so the
rewrite depended entirely on the durable merge (stale if delayed/failed).

Root cause was over-correcting round 5. Now that the shadow is opened lazily in
the tick (current-seeded), the round-5 base-shadow duplication is already gone,
so didApplyStreamRef is unnecessary. Replaced it: settle applies the final body
via `agentStreamSessionRef.current ?? beginAgentStream(editor)` — the leader
reuses its up-to-date shadow (last throttled frame), while a client that never
applied (non-leader, held `update`, pre-seed) opens a FRESH current-seeded shadow.
Reconciling current->final is idempotent: a straggler that settles after another
wrote the final reconciles to a noop. So a lone `update` applies at settle (no
wait on the merge), and there's still no settle-time election or base-shadow dup.

* fix(files): broadcast agent frames to the whole room (same-socket siblings)

Cursor round 7 (Medium): SYNC_NO_PERSIST frames applied under an origin carrying
the sender socket id, and excludeSocketId dropped that whole socket from the
relay fan-out. A second FileDocProvider on the same socket (chat preview + Files
editor) then missed all mid-stream ops and stayed stale until the durable
reconcile — a regression from the old no-origin server merge, which reached both.

Fix: the agent origin is now a plain AGENT_SYNC_ORIGIN symbol, and agent frames
broadcast to the WHOLE room (no socket excluded), matching the old behavior — so a
same-socket sibling provider stays live; the emitting provider no-ops on its own
echo (the ops are already applied locally). originSocketId still returns null for
the symbol, so it keeps skipping edited/schedulePersist. Removed excludeSocketId
and the socket-carrying origin object. Updated the relay test to assert the
whole-room broadcast (verified it fails if the sender is excluded).

* fix(files): tag agent stream frames no-persist across replicas

A peer task tailing an agent-streamed preview frame previously applied it
as REDIS_ORIGIN, marking the seeded room edited and making a transient
startup-race duplicate eligible for that task's last-disconnect flush. Mark
agent frames with a stream field so peers apply them as REDIS_AGENT_ORIGIN,
excluded from the edited/persist gate. The copilot's durable edit_content
write stays the sole authority over file bytes.

* fix(files): reseed agent shadow on lead regain + agent-only compaction

Two multi-writer edge cases surfaced in review:

- rich-markdown-editor: a client that led, lost leadership, then regained it
  reused its stale shadow (which never saw the interim leader's ops), re-emitting
  ops for content already present. Tear the shadow down when a client observes it
  is not the leader, so a regain rebuilds fresh from the current doc.

- file-doc-store: compaction always stamped its snapshot REDIS_SNAPSHOT_ORIGIN
  (marks peers edited). A long agent-only stream crossing the threshold could
  fold preview content into a persist-eligible snapshot. Track whether a room
  integrated any real edit and stamp an agent-only snapshot REDIS_AGENT_ORIGIN
  so it stays no-persist.

Both covered by falsification-verified tests.

* fix(files): close realEdited data-loss race + elect a settle writer

Independent audit surfaced two real gaps:

- file-doc-store: realEdited was latched AFTER appendUpdate's awaits, but the
  edit already sits in room.doc synchronously. A concurrent agent-frame
  compaction could read realEdited=false, snapshot that real content, and stamp
  it a no-persist agent frame — a lost edit. Latch it synchronously (same tick
  as the doc mutation) before any await. Deterministic falsifiable test added.

- rich-markdown-editor: at settle every tab applied the final body, and a
  non-leader's local microtask runs before the leader's final propagates, so
  both insert the tail (Yjs keeps both) -> duplicated tail. Elect a single
  settle writer (reliable — awareness is long converged by settle), reading
  leadership before clearing the announcement. Corrects the overclaiming
  idempotency comment and the handoff pick-up comment.

Adds a y-tiptap internals upgrade-guardrail test.

* fix(files): own presence per client id, not one-per-socket

The shared workspace socket hosts one collaborative provider per mounted view,
so the chat file preview and the standalone Files editor for the same file each
bind their own Yjs client id over ONE socket. The relay owned a single client id
per socket, so the later JOIN overwrote the earlier and dropped its awareness —
which silently broke the single-writer agent-stream election (a peer stopped
seeing the streaming provider's announcement and could self-elect, duplicating
streamed text for the whole stream).

Track ownership per (socket, client id): a socket owns a set of client ids; the
awareness gate accepts a frame only if every id it carries is owned; cleanup
drops all of a socket's ids; the roster stays one-entry-per-session. Reclaim and
the same-user reconnect path evict just the reclaimed id, dropping the old socket
only if it empties. Falsification-verified test added.

* fix(files): make streamed file-preview accumulation replay-safe

Guard deriveFilePreviewSession against re-delivered/replayed content events:
apply a delta/snapshot only when previewVersion strictly advances, so a client
re-render or stream replay can't double-append the tail (the duplicated-content
bug) or regress on an older snapshot.

* fix(files): fix new-file collab streaming latch and agent-edit duplication

- Latch collab readiness so a new file's post-seed `synced` flap can no longer
  re-gate agent streaming (the stream previously showed only the seed and the
  rest appeared only on reload)
- Relay defers the durable edit_content merge to an actively-streaming client:
  the client shadow stream and the server merge were both writing the same
  content into the live doc, duplicating it when the server ran ahead
- Render the collaborator caret bar out of flow so a peer caret never nudges
  the surrounding text by ~1px
- Remove dead code: unused FileDocMessageType alias, unnecessary
  LiveFileDocMergeOrder export

Covered by tests: readiness latch (flap/offline/latch cases), relay merge
deferral (single- and multi-replica), plus verified-failing guards.

* test(copilot): fix loadWorkspaceFileTextForPreview mock to return { text } not a bare string

The adapter reads previewBase.text to seed an append/patch base; the mock returned
a bare '' so previewBase.text was undefined, making a base-less append fail closed
(no file_preview_content). My PR's fail-close change exposed the wrong-shaped mock.

---------

Co-authored-by: mzxchandra <129460234+mzxchandra@users.noreply.github.com>
2026-07-31 18:48:12 -07:00
Bill LeoutsakosandBill Leoutsakos ecf1d7dbbb refactor Instagram integration architecture (#6143)
Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
2026-07-31 18:07:30 -07:00
Waleed 19b0312a04 feat(managed-agent): add session lifecycle operations (#6140)
* feat(managed-agent): add session lifecycle operations

Adds an operation selector to the Claude Managed Agents block, backed by
nine new tools alongside the existing run-session behavior:

- create session (non-blocking, seeds initial_events)
- send message to an existing session
- get session (surfaces tool calls awaiting approval)
- list events
- update session (title/metadata)
- interrupt session
- respond to tool confirmation (allow/deny)
- archive session
- delete session

Run Session stays the default, so blocks saved before the selector
existed keep their exact behavior and field layout.

* fix(managed-agent): address review findings on session lifecycle ops

- List Events kept the OLDEST slice when capped, dropping the agent's most
  recent reply. Paging is exhaustive again and the cap now keeps the newest
  N after ordering, with a `truncated` flag so callers know it is a tail.
- listPaginated returned whole pages past maxItems; it now trims to the
  exact cap.
- A whitespace-only title passed the update guard and would have cleared an
  existing session title. Blank is now treated as not provided.
- Interrupt had no request timeout and could hang; bounded at 15s while
  still honoring the workflow signal.
- Custom-tool gates were surfaced by Get Session but could not be answered,
  since they need user.custom_tool_result rather than a confirmation. Adds a
  Respond To Custom Tool operation and a `kind` on each pending gate so a
  workflow routes to the right one.
- Docs rendered a raw ${DEFAULT_EVENT_LIMIT} placeholder for the default.

* fix(managed-agent): correct truncation flag, gate lookup, custom tool result

- `truncated` was true whenever the history size equalled the limit, even
  though nothing was dropped. Event reads now report the untrimmed total and
  the flag compares against that.
- Pending-gate enrichment capped its read, which keeps the OLDEST events in
  page order — the opposite of where blocking gates live. It now filters to
  the ids being looked up as pages arrive, which is both correct regardless
  of page order and bounded by the id count. Paging continues on the raw
  page so a fully-filtered page is not mistaken for the end of the list.
- Respond To Custom Tool applied one result to every id, so multiple pending
  tools would all receive the same output. It now answers a single call per
  invocation.

* fix(managed-agent): stop fractional event limits reading unbounded

A limit below 1 passed the positivity check and then floored to 0, which
made `slice(-0)` hand back the ENTIRE history flagged as complete — the
opposite of the requested bound. The limit is now floored before it is
validated, so anything that does not resolve to a positive integer falls
back to the default.

Also hardened the library: a zero or negative cap short-circuits to an
empty result instead of falling through to `slice(-0)`, so no future
caller can hit the same trap.

* fix(managed-agent): stop gate lookup scanning the full tool history

The id filter keeps the collected array tiny, so `maxItems` never trips and
the walk continued to the end of a session's tool history even after every
blocking id had been found. `listPaginated` now takes a `stopWhen` predicate
and the gate lookup ends as soon as it has all the ids it came for.

Also makes a blocked-but-unnamed session observable: when a session reports
`requires_action` with no blocking event ids, `requiresAction` stays true —
reporting false would tell a workflow the session is fine while it is parked
indefinitely — and the dead end is logged and documented instead.

* fix(managed-agent): floor event cap and make metadata clearing explicit

- A `maxItems` between 0 and 1 slipped past the zero guard and became
  `slice(-0)` — the whole history — because slice truncates its index toward
  zero. The cap is now floored at the library boundary, so no caller can hit
  it whatever they pass.
- Update Session documented full metadata replacement but could not express
  a clear: an empty map normalizes to "absent". Inferring the clear from
  emptiness would be worse, since an untouched table is also empty and would
  wipe metadata on every title-only update. Adds an explicit `clearMetadata`
  instead, and corrects the parameter's documentation.

* test(managed-agent): pin the HTTP shape of every session endpoint

Method, URL, and beta header for all 11 calls, plus the SSE accept header,
the separate memory-store beta (combining the two is a documented 400), and
content-type only on requests that carry a body. These are the details types
cannot catch and that break silently when a path is "tidied".
2026-07-31 17:59:20 -07:00
Justin Blumencranz a5ca810cfe fix(chat): drop unparsable special-tag payloads instead of dumping raw JSON (#6142)
* fix(chat): drop unparsable special-tag payloads instead of dumping raw JSON

* fix(chat): suppress broken payloads mid-stream; reserve marker rescan for mispaired quotes

* improvement(chat): require key-value colon evidence before dropping an unparsable tag body
2026-07-31 17:44:17 -07:00
Siddharth Ganesan 88f054e185 fix(auto-model): fix auto model (#6144) 2026-07-31 17:11:49 -07:00
Theodore Li 4ef7bbad53 fix(db): index large-value workflow_id FKs so workflow deletes don't seq-scan (#6136) 2026-07-31 19:48:52 -04:00
Vikhyath Mondreti b77b9ee491 improvement(workspace): remove tip + simplify modal header text (#6141) 2026-07-31 16:41:24 -07:00
Theodore LiandClaude Opus 5 c5cc6ce26c feat(chat): hide the Chat module when NEXT_PUBLIC_CHAT_DISABLED is set (#6137)
* feat(chat): hide the Chat module when CHAT_ENABLED is unset

A self-hosted deployment that skipped the chat key still rendered the full
mothership Chat UI, landing on the composer and 401ing on every message.

Gate it behind a CHAT_ENABLED / NEXT_PUBLIC_CHAT_ENABLED twin, written by the
setup wizard alongside COPILOT_API_KEY and validated by the existing FLAG_TWINS
doctor check. The flag resolves at module scope on both render passes, so no
chat surface renders then disappears.

With Chat off the workspace lands on its first workflow (resolved server-side,
behind the cached host-context check so no workflow id leaks to non-members),
and the chats list, scheduled tasks, editor Chat panel, and chat CTAs are
absent. Routes are gated rather than deleted: /home redirects because it is
baked into delivered invitation emails and the accept contract.

Also fixes two bugs the gate exposed: a persisted activeTab of 'copilot' left
the workflow panel blank from first paint, and the panel's handoff listener
claimed MOTHERSHIP_SEND_MESSAGE events outside its own gate, silently
swallowing "Fix in Chat" messages.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* refactor(chat): gate the UI on NEXT_PUBLIC_CHAT_DISABLED, not an opt-in flag

CHAT_ENABLED made Chat opt-in, so every existing deployment that already had
COPILOT_API_KEY would have lost the module until it set a new variable. Invert
to an opt-out so nothing changes for them.

That also collapses the twin. The only reason the flag needed a server/client
pair was that it projected a secret; NEXT_PUBLIC_CHAT_DISABLED is not one, so
getEnv resolves the same value from process.env on the server and window.__ENV
in the browser. Gone with it: the FLAG_TWINS entry and its doctor sync check,
the two-variable wizard write, and the boot-time throw, whose contradiction
(flag on, key absent) can no longer be expressed.

Presentation and capability are now separate concerns. NEXT_PUBLIC_CHAT_DISABLED
decides whether the surfaces render; COPILOT_API_KEY decides whether the work
can run, and gates the paths that need it — the Sim Chat block, prompt-job
claims, and inbox access — each failing on its own terms.

The wizard writes the opt-out when you skip the chat key, which is the case this
started from: a fresh self-host that never configured Chat.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* feat(setup): prompt for the chat key in k8s mode

The dev and compose flows minted a chat key and wrote the Chat opt-out
alongside it; k8s did neither, so a cluster install with no COPILOT_API_KEY in
its Helm values rendered a Chat module that rejects every message.

Prompt with the same flow and feed both values into `app.env`, which the chart
already renders as arbitrary container env. Reading the previous release's key
matters here in a way it does not for the file-based modes: `helm upgrade`
without `--reuse-values` keeps only what this document carries, so a key the
user elects to keep has to be re-supplied or it is silently dropped.

Splits the release-values read from the secret-reuse check so both the key and
the secrets come from one `helm get values` call, and carries the mothership
override across for the same mint-here-validate-there reason the other modes
document.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(setup): write app-behavior flags to every env file the app can start from

The wizard wrote the Chat opt-out only to the env file its own mode owns, so
choosing compose put it in the root `.env` while `bun run dev` reads
`apps/sim/.env` and never saw it. Skipping the chat key appeared to do nothing.

Mirror values that change how the app behaves — as opposed to where it connects
— across both targets. Connection settings deliberately do not go through this:
DATABASE_URL and friends differ between the compose stack and a local dev run,
which is why this takes an explicit set of values rather than the whole batch.

The mirrored file is written even when absent, since missing is exactly the case
that stranded the flag, but with seeding suppressed so a compose run leaves a
one-line apps/sim/.env instead of a full .env.example for a stack the user is
not running.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(compose): forward NEXT_PUBLIC_CHAT_DISABLED to the app container

The wizard wrote the flag into the root .env, but compose only passes through
variables the service's `environment` block names — and that block listed
COPILOT_API_KEY without its companion. Skipping the chat key on a Docker install
therefore did nothing: the value sat in .env and never reached the container.

Add the passthrough to all four compose files. Reverts the previous commit's
mirroring into apps/sim/.env, which treated the symptom — each mode writes only
the env file it owns, and that file is now wired correctly.

k8s needs no equivalent: its values flow into `app.env`, which the chart renders
key by key.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(chat): resolve the landing route without blocking on the database

Server-resolving the first workflow meant a session lookup, an access check and
a query had to finish before anything rendered. A slow or unreachable database
left the user on a blank page under a populated sidebar — worse than the
instant redirect it replaced, and with no signal that anything was wrong.

Redirect straight to `/w` instead and let it pick from the workflow list the
layout already prefetches, so the choice costs no round trip and cannot hang.

Repoints the sidebar's primary action rather than hiding it: the slot that
offered "New chat" now offers "New workflow" and creates one, since with Chat
off there is no composer to open but the intent is the same.

Sends the CLI key handoff to signup rather than login. It is reached from a
terminal — usually the setup wizard standing up a fresh self-host — where the
visitor has no account yet. Both auth pages cross-link carrying the callback,
so a returning user is one click from login with their destination intact.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* improvement(chat): address cleanup-pass findings on the Chat gate

Effects: the panel's auto-select effect read the copilot chat list while the
list query was deliberately skipped, took "empty" for "deleted in another tab",
and cleared the user's selection — latching a ref that stopped it ever being
restored. Guarded on the same condition as the handoff listener.

Memo: `/w` filtered workflows through a useMemo whose array dependency was a
fresh `[]` on every render while the query had no data — the exact window the
page exists for — so it memoized nothing and re-fired the redirect effect. Keyed
on the workflow id instead. Same unstable-default problem on the sidebar's chat
list, where it invalidated five downstream memos; given a stable empty constant.

Callback: `handleCreateWorkflow` listed the whole mutation object in its deps,
which TanStack recreates every render. Harmless until this branch wired it into
the top nav, where it defeated `memo(SidebarNavItem)`.

React Query: Recently Deleted still fetched archived chats unconditionally and
offered restores into routes that now 404.

Also surfaces an error state on `/w` — it is the landing route now, so a failed
list fetch would otherwise spin forever behind a log line — fixes a spinner
using a token undefined in dark mode, and trims comments that restated code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(chat): gate workflow creation on write access, pin the key in schedule tests

The zero-workflow landing offered "Create workflow" to every member. Creation
navigates optimistically, so a read-only member was sent to a workflow the
server had already refused to create, with the failure never surfaced. Gate both
entry points — the empty state and the sidebar's "New workflow" row — on the
same `canEdit` check the rest of the sidebar uses, and tell read-only members
who can make one instead of offering an action that cannot succeed.

The schedule-execution tests only passed locally because vitest loads the
developer's own `.env`, which supplied COPILOT_API_KEY; CI has none, so the
prompt-job claim guard skipped the claims those cases assert on. Pin the key
through the env mock so the suite states its own preconditions.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(setup): name both variables in the chat-key failure hint

The caller writes the Chat opt-out whenever the prompt returns no key, so the
hint's "or set COPILOT_API_KEY yourself" restored capability while leaving the
module hidden — the one path where following setup's own advice does not work.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-31 19:23:24 -04:00
Waleed 0bcf64a505 perf(bundle): stop three routes shipping the block and tool registries (#6138)
The public /integrations page downloaded, parsed and executed 19.54 MB of
JavaScript, 15.52 MB of which was the tool registry — 4,351 tool configs, to
render a catalog of names and icons. It arrived as `<script async>` in the
initial HTML, so the browser fetched and ran it on load.

Measured on a production build, chunks referenced by the page's own HTML:

  /integrations   19.54 MB -> 3.55 MB across 41 chunks   (-82%)

No chunk over 1 MB remains on that route. credit-usage also loses its copy.

Three separate import edges, all the same shape: a module mixing pure helpers
with registry-backed ones, so importing the pure half dragged in all 282 block
configs and the tool registry behind them.

- `lib/integrations/index.ts` built POPULAR_WORKFLOWS at module scope via
  `getAllBlockMeta()` and re-exported registry functions. The landing grid is a
  client component, so importing anything from that barrel inherited the whole
  graph. POPULAR_WORKFLOWS moves to its own module — its one real consumer is a
  server page — and the re-export goes, which .claude/rules/sim-imports.md
  already forbids and which nothing imported through the barrel.

- `blocks/icon-color.ts` mixed pure contrast maths (`getTileIconColorClass`,
  `isLightTileColor`, used by the landing page) with `getBareIconStyle`, which
  reads `getAllBlocks()`. Split by dependency into `blocks/brand-icon-style.ts`;
  all six of its consumers are under app/workspace/** where the registry is
  already legitimately present.

- `credit-usage-view.tsx` imported a date formatter from the logs feature's
  `utils.ts`, which also exports registry-backed badge components.
  `formatDateShort` has three consumers across three features, so it moves to
  `lib/core/utils/date-display.ts` per the repo's utils-location rule.

Not addressed: account/settings/[section] still reaches the registry through
workspace-permissions-provider -> socket-provider, one of the four known
client edges from the module-graph audit rather than a stray import. It is
also loaded via `dynamic()`, so it is likely lazy rather than on first paint.
That belongs with the registry split, not here.

workspace/* keeps its copy, which is correct — the editor needs tool params
and outputs.
2026-07-31 16:04:07 -07:00
Bill LeoutsakosandBill Leoutsakos c0e7ea9421 fix(pi): surface provider errors from agent events (#6133)
Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
2026-07-31 14:26:24 -07:00
Theodore Li 648dd345fa feat(notifications): email on schedule auto-disable and 100% usage limit (#6038)
* feat(notifications): email on schedule auto-disable and 100% usage limit

* fix(notifications): keep partial recipients when one lookup fails
2026-07-31 16:34:12 -04:00
Vikhyath Mondreti 422b4919f1 chore(trigger): upgrade version (#6127) 2026-07-31 13:20:30 -07:00