Commit Graph
46 Commits
Author SHA1 Message Date
Justin Blumencranz a72457b9f5 fix(docs): preserve items response fields (#6587) 2026-08-11 19:43:58 -07:00
Waleed 303986f45f feat(snowflake): credential-based auth, object pickers, and 9 new operations (#6474)
* feat(snowflake): credential-based auth, object pickers, and 9 new operations

Replace the per-block host + PAT fields with a Snowflake service-account
credential, move the credential picker to the top of the block, back the
object fields with metadata-only pickers, and add nine operations.

- credential: snowflake-service-account token service account (account host +
  programmatic access token), verified against the SQL API with the same
  headers the tools use
- selectors: database, schema, table, warehouse, execution role, file format
  and procedure pickers behind one /api/tools/snowflake/objects route
- new operations: unload_data, list_databases, list_schemas, list_tables,
  alter_warehouse, resume_task, suspend_task, list_query_history,
  list_copy_history

* fix(snowflake): migrate renamed subblock IDs and authenticate before parsing

- add SUBBLOCK_ID_MIGRATIONS entries so the renamed object fields map onto
  their pickers and the removed host/apiKey values are parked
- authenticate the caller before contract validation in the selector route,
  per the API route convention

* fix(snowflake): close unload-query breakouts, drop parked secrets, correct docs

- assertBalancedQuery now skips // line comments, $$ dollar quoting and rejects
  ambiguous nested block comments; each hid a paren that let an injected
  OVERWRITE = TRUE escape the derived table
- always emit OVERWRITE so an injected duplicate is rejected by Snowflake
  rather than silently replacing staged files
- _removed_ migration targets now drop the stored value instead of parking it
  under a dead key, where export scrubbing (which walks the block config) would
  never clear it
- 403 falls back to the shared invalid-credentials message, which names the
  network policy and SQL API causes Snowflake does not distinguish in the body
- correct the network-policy-by-user-type claim: only SERVICE_AGENT is exempt
- correct MAX_FILE_SIZE and errorOnly tool descriptions to match the fixed code

* fix(snowflake): stop untouched switches emitting clauses; retarget migration

- an untouched switch serializes as null, and advanced mode emits every
  advanced subblock, so alter_warehouse silently sent AUTO_RESUME = FALSE and
  permanently disabled auto-resume on the warehouse; normalize optional
  booleans to undefined in tools.config.params
- point the subblock migration at the advanced text members: a migrated block
  has no credential, so a picker cannot hydrate a stored name, and legacy
  fileFormat values were qualified while the picker lists bare names
- add the missing json-object wand type and scope the SQL wand prompt, which
  promised bindings that unload_data does not accept

* fix(migrations): sweep already-parked subblock values; align picker 403

- an earlier version of this migration renamed retired fields into _removed_*
  keys instead of deleting them, so deployed workflows still hold those values;
  they match no oldId, so a dedicated sweep clears them for every block type
- the picker now treats a Snowflake 403 like a 401: it means a network policy
  or a disabled SQL API, which the credential validator already reports as a
  credential problem rather than a bad request

* fix(wand): add json-array generation type for array-contract fields

The json-object reinforcement tells the model the response must start with {
and end with }, which fights any field whose contract is an array. Snowflake's
rows, matchColumns and procedureArguments all ask for arrays, so they were
being steered toward an object that the JSON parse would then reject.

Adds a sibling json-array type that strips fences the same way but reinforces
brackets, and points the three array fields at it. bindings and filters are
genuine objects and stay on json-object.

* fix(snowflake): unload a table, not an inline query

The COPY INTO grammar places the source immediately before its copy options, so
an inlined query sits one parenthesis from being able to rewrite them. Guarding
that means matching Snowflake's tokenizer exactly, and three successive versions
of the guard were each defeated: // line comments, $$ dollar quoting, and a bare
carriage return, which the scanner did not treat as a line terminator but
Snowflake does. Each fix was a guess at a lexer the public docs do not specify.

Removes the inline-query source instead of guessing a fourth time. A table name
goes through qualifiedIdentifier, which is provably safe. Exporting a query
result now means materializing it first — a view, or CREATE TABLE AS SELECT via
Execute SQL — which the tool description, the block skill and the docs all say.

Also from the final audit:
- optionalBoolean accepts the string forms a direct tool call delivers, matching
  the other boolean readers on this block, and its TSDoc no longer states the
  serializer rule backwards
- the five JSON editors declare language: 'json', so invalid JSON is caught
  inline instead of at execution
- bound the RESULT_SCAN read in SQL, not only by rows_per_resultset
- pin every migration target to a live subblock id, for all blocks
2026-08-09 00:20:09 -07:00
Waleed 1c0e82a4e2 perf(ci): parallelize repo audits, guard env-dependent tests, and fix the docs generator (#6358)
* perf(ci): parallelize the repo audits and guard env-dependent tests

The 21 independent audits ran as 21 sequential CI steps, each a single-threaded
read-only walk of the tree. scripts/run-audits.ts runs them concurrently:
28s serial -> 5.0s wall locally at 13-way. It buffers each audit's output and
replays only failures, so a green run stays quiet and a red one still names the
audit and shows why. Audits needing a git base ref (block registry, migration
safety) or that write files (drizzle generate) stay as their own steps.

Also fixes 5 tests that fail for every macOS dev and are invisible in CI. They
shell out to python3 using `match` statements and 3.12 f-string nesting, which
need >= 3.10; stock macOS ships 3.9.6, so `bun run test` produced raw Python
SyntaxErrors with no guard and nothing tying them to a missing tool. One also
needs ripgrep, which CI installs and a Mac usually does not.

@sim/testing/environment detects both and the tests skip with a reason via
vitest's ctx.skip(). Under CI it throws instead: these suites deliberately run
the real helper rather than a mock -- the cloud-review path/read-size bounds and
the placeholder compiler's generated Python are only observable that way -- so a
missing tool in CI means a security boundary silently stopped being covered,
which is worse than a red build.

Drops the Codecov upload. The workflow already documented it as a dead path:
nothing generates apps/sim/coverage, vitest runs without --coverage, and
fail_ci_if_error hides it, so it reported green having uploaded nothing.

* fix(ci): raise the python floor to 3.12 and stop the bridge audit serializing the batch

Two review findings, both real.

MIN_PYTHON was 3.10, chosen for the `match` statements the compiler suite
generates. But two of the three guarded tests also use PEP 701 f-strings --
reusing the outer quote, and embedding `#` -- which are 3.12. Verified on a real
3.11 interpreter: the match-guard test passes, the other two fail with
`f-string: unmatched '('` and `f-string expression part cannot include '#'`,
which is exactly the raw SyntaxError the guard exists to prevent. A 3.10 floor
let them through and failed anyway.

The audit parallelization did not speed CI up -- it slowed it down. Serially the
21 audits took ~31s; concurrently the batch took 39.2s wall, because
check:desktop-bridge went from 1s to 39.2s and became the entire wall clock while
the other 20 finished in 9s. It is the only audit that shells out through `bunx`,
which re-resolves the package against the shared install cache -- a network-backed
sticky-disk mount on CI. Cheap when it runs alone, serialized behind the others
when they run together. Spawning the resolved compiler entry point directly
removes that layer.

Verified the audit still fails on a breaking bridge change rather than passing
faster by doing less.

* fix(docs): unbreak the MDX build and read trigger config from the registry

The docs build has been failing on staging since the Smartlead merge:

  ./apps/docs/content/docs/en/integrations/smartlead.mdx
  Expected a closing tag for `<original>` before the end of `paragraph`

Tool descriptions are emitted as prose, and that path escaped only braces --
every table-cell path already escaped angle brackets. MDX reads `<` as the start
of a JSX tag, so a description like 'The copy is named "<original> - copy"' fails
the build outright. escapeMdxProse handles the MDX-hostile characters and leaves
pipes, parens and brackets alone, which are legal in prose and whose escaping
would mangle markdown links.

Trigger configuration now comes from the evaluated registry instead of regex over
source. Static parsing silently dropped every field whose builder assembled its
array imperatively or took a description as a parameter -- all ten Jira triggers
lost `webhookSecret` and `jqlFilter` that way, and Monday lost its config too, so
regenerating the docs was destructive. Reading real objects also deletes 232 lines
of parsing. Note `required` may be a condition object rather than `true`; only an
unconditional `true` renders as Required, matching the previous behavior.

Tool headings now show the tool's name ("A2A Send Message") rather than its id
(`a2a_send_message`), unformatted, across 241 generated pages. Names come from
tools/generated/tool-metadata.ts, which CI keeps in sync. These headings feed each
page's table of contents. a2a.mdx is hand-written, so its headings were updated
directly.

Also consolidates five hand-inlined copies of the escape chain into the
escapeMdxCell that already existed, and drops 44 comments that restated the line
below them. Generator: 4306 -> 4069 lines.

Every refactor step was verified against a golden manifest of all 289 generated
files -- proven deterministic across runs and proven to catch a one-character
change -- so the only output differences are the intended ones.

KNOWN GAP: extractTriggerOutputs still parses source and has the same blind spot;
it already drops one Jira output section on main. Regenerating is now safe for
trigger config but still lossy for trigger outputs.

* refactor(ci): derive the audit list and stop shelling out through bunx

Review pass over the audit runner and the tool guards.

The audit list was hand-maintained alongside package.json with nothing linking
them, and it had already drifted: check:cron-parity exists, passes, and ran in no
CI step at all. The list is now derived from the check:* scripts with an explicit
exclusion map, so a new audit is opted out deliberately rather than forgotten.
That picks up cron-parity — 22 audits now, not 21.

check-realtime-prune-graph.ts still shelled out through `bunx turbo`, the same
pattern that took the bridge audit from 1s to 39s once the audits ran
concurrently. Both now go through scripts/local-bin.ts, which resolves
node_modules/.bin — the same path check:native-typecheck asserts is the native
TypeScript 7 compiler, so the one guarded path is the one that runs.

Audits are spawned as their script rather than `bun run <name>`, which started a
bun process only to read package.json and start a second one.

Tool detection is memoized per process; it was re-spawning python3 on each of the
5 call sites, in every vitest worker. The CI throw is deliberately NOT memoized —
memoizing it would turn every call after the first into a silent skip, which is
the failure mode the guard exists to prevent. Verified it still throws for all
three guarded tests, not just the first.

Also: dropped the environment module from the @sim/testing barrel so
node:child_process stays out of unrelated consumers' module graphs, restored the
per-audit reporting the 21 separate steps used to give (collapsible groups, error
annotations, and a timing table they never had), and trimmed comments that
restated their code or duplicated the runner's own docs.

* fix(devin): give the 11 Devin tools real display names

Every Devin tool had its id as its `name` (`list_session_messages`), so the
generated docs rendered `### list_session_messages` where every other integration
renders a human name. It was the only integration doing this -- 11 of 4427 tools.

Names take the service prefix, matching the majority convention (3200 of 4416
names start with their service).

Also points the ship skill at check:audits instead of hand-listing the audits.
That copy had drifted five behind package.json: cron-parity, import-specifiers,
sql-date-binding, trigger-block-cycle and native-typecheck were all missing, so
shipping never ran them. It was the third copy of that list; there is now one.

* fix(docs): read trigger outputs from the registry too

Closes the gap left by the config fix: extractTriggerOutputs still parsed source,
so triggers whose outputs come from a builder call lost their tables. jira_webhook
had no output section at all.

The registry was not a drop-in, which is why the naive swap deleted 10,298 lines
earlier. The two sides encode nesting differently. A TriggerOutput marks a group
by OMITTING type and holding children as sibling keys:

  issue: { id: { type: 'number' }, title: { type: 'string' } }

while the renderer walks the JSON-Schema-ish shape the parser used to synthesize:

  issue: { type: 'object', properties: { id: …, title: … } }

formatOutputStructure only descends into .properties, so handing it the raw
registry value collapsed every nested group to one untyped row and dropped its
children. normalizeTriggerOutputs converts between the two, preserving leaves
that already declare properties/items and merging the 13 hybrid nodes that carry
both a type and inline children.

Measured across all 368 triggers before changing anything: 155 identical, 213
divergent, and the divergence was purely the nesting encoding — no node has a
non-string type, and a group never carries its own string description, so
leaf-vs-group classification is unambiguous. That is what makes a nested property
literally named 'description' (42 of them) survive.

Deletes the static path: extractTriggerOutputs, resolveTriggerBuilderFunction,
resolveTriggerOutputsConstant, readTriggerSiblingModules,
getWebhookProviderConstants, plus resolveConstStringValue and matchQuotedProperty
which the config fix had already stranded.

20 output sections recovered (linear 79->93, tiktok 6->11, jira 44->45) and 1698
rows. Verified independently: zero sections lost across all 289 generated files,
no file lost rows, output deterministic across regeneration.

The 96 deletions are all corrections, not losses. 70 are confluence fields the
parser flattened out of `comment: { ...buildContentEntityFields(), parent: {…} }`
and rendered as top-level trigger outputs; they reappear nested under their
parent in the same hunk. 8 are greenhouse key ordering, 6 are intercom
descriptions the parser had dropped, 1 is a vercel row moving position.

Generator: 4069 -> 3903 lines.

* chore(test): silence vite 8 deprecation warnings in the sim vitest config

@vitejs/plugin-react v4 targets pre-rolldown Vite: it sets `esbuild.jsx`
and `optimizeDeps.rollupOptions`, both deprecated under Vite 8's oxc
pipeline, and self-reports that plugin-react-oxc should be used instead.
v6 is that plugin merged back under the original name — it requires Vite
^8, drops Babel entirely, and emits none of those options.

Vite 8 also resolves tsconfig paths natively, so vite-tsconfig-paths is
replaced by `resolve.tsconfigPaths`.

Full apps/sim suite unchanged: 1483 passed / 2 skipped files,
20415 passed / 30 skipped tests.

* refactor(docs): drop 33 more comments that restated their code

Second pass over the generator, e.g. `// Copy icons from sim app to docs app`
above `copyIconsFile()`. Kept the multi-line runs (those carry reasoning), the
ones with concrete examples, and the one marking a deliberate empty catch.

Verified byte-identical output across all 289 generated files.
Generator: 3903 -> 3870 lines, 4306 at the start of this branch.

* refactor(ci): read package.json once in the audit runner

auditScripts() re-read the manifest the module body had already loaded.

* fix(pdl): name the tools directory after the tool ids

People Data Labs declared `pdl_*` tool ids under `tools/peopledatalabs/`. Every
other integration names the directory after its id prefix -- 259 of 260 before
this, and PDL was the only exception.

The docs generator locates a tool's definition by deriving the directory from the
id prefix, so it looked in `tools/pdl/`, found nothing, and returned null for all
11 tools. peopledatalabs.mdx rendered eleven bare `###` headings with no
description, no Input table and no Output table.

Renaming the directory rather than the ids: tool ids are persisted in saved
workflows, so renaming those would break existing users. The directory is
internal -- 15 files' imports.

Fixed at the source rather than teaching the generator a fallback. A special case
would have left the invariant broken and the next integration free to break it
again; now 260 of 260 hold, and the generator needs no exception.

peopledatalabs.mdx: 11 empty headings -> 456 lines. Repo-wide: zero pages with an
empty action body.
2026-08-06 19:08:32 -07:00
mzxchandraandWaleed Latif dc5bab6e54 feat(embeddings): multi-provider Embeddings block on a shared core (#6317)
* feat(embeddings): multi-provider Embeddings block on a shared core

The Embeddings block was OpenAI-only with a bare fetch: no batching, no
retry, no metering, and no hosted-key support. Meanwhile the knowledge-base
indexing path already had a real multi-provider engine. Nothing bridged the
two, so the block could not reach Gemini and the KB engine could not be
reached from a workflow.

Extract the shared core into lib/embeddings/ first, then build breadth on
top of it, so both the KB path and the block resolve models and providers
from one catalog and one set of adapters instead of a third parallel
implementation.

- lib/embeddings/: catalog, client, key resolution, batching, L2
  normalization, and adapters for OpenAI, Azure OpenAI, Gemini, Cohere,
  and Mistral
- lib/knowledge/embeddings.ts becomes a thin KB wrapper with its exported
  signatures unchanged; the 1536-dimension vector invariant does not move
- one tool per provider from a shared factory, behind a single
  /api/tools/embeddings route and contract
- new `embeddings` block type; the `openai` block is left functionally
  untouched and only leaves the discovery surfaces via hideFromToolbar
  plus sunset.replacedBy, so placed instances keep working unmigrated
- openai_embeddings is now an alias of embeddings_openai, so legacy
  instances pick up batching, retry, and metering with no visible change

* fix(embeddings): report an unsupported dimension as a client error

The route validated the model and the provider match up front but left
`dimensions` to be checked inside embed(), where resolveDimensions throws
and the generic catch maps it to 502. A typo in the block's dimension
field, or a reference expression resolving to an out-of-range value, was
reported as an upstream gateway failure rather than bad input.

Resolve dimensions in the route alongside the other boundary checks and
return 400. The throw stays the single source of the message, so the two
call sites cannot drift.

Adds route tests covering auth, the response shape, each boundary
rejection, input normalization, and the 502 path for genuine provider
failures.

* fix(embeddings): only send a dimension when the caller asked to reduce

resolveDimensions() returns the model's native size when no reduction is
requested, and that resolved value was handed straight to the adapter. The
adapters guard on `dimensions !== undefined`, so the field was always
populated and always sent.

Models that support Matryoshka reduction accept their own native size, so
this was invisible for text-embedding-3-*, gemini-embedding-001,
embed-v4.0, and codestral-embed. Models that do not support the parameter
at all reject it outright: every unreduced request to text-embedding-ada-002
and mistral-embed failed with a 400, which is both of the models whose
catalog entry has no supportedDimensions.

Track the caller's explicit reduction separately from the resolved
dimensionality. The resolved value still drives reporting and billing; only
the requested one reaches the wire.

Found by driving the live provider matrix against all four providers.

* test(knowledge): de-flake the sync-engine suite

Every test dynamically imported the module under test, so the first one to
run paid the whole cold-load cost inside its own 10s timeout and failed
intermittently under load.

The dynamic imports were working around a hoisting problem: mockMapTags is
a top-level const read by a vi.mock factory, and vi.mock is hoisted above
it, so a static import of the module under test crashes with a
use-before-initialization error. Declaring the mock through vi.hoisted()
removes that constraint, which is the pattern the testing guidelines
already call for.

One static import replaces 42 dynamic ones. The file drops from ~15s to
~2s and passed 5 consecutive runs.

* fix(embeddings): drop a capability the selected model no longer offers

The per-model Dimensions and Task Type dropdowns each share one subblock
id, and nothing clears a stored subblock value when its dependsOn fields
change — dependsOn only feeds rendering. A choice made for one model
therefore outlives a switch to another.

Picking 3072 on text-embedding-3-large and switching to -3-small left 3072
stored while the dropdown offered at most 1536, and the block forwarded it.
Same for a task type: 'similarity' chosen on Gemini survived a switch to
Cohere, which has no equivalent input type.

The guards only checked that the model declared the capability at all, not
that the value was one it lists. Check membership so a stale value falls
back to the model's native size, or is omitted, instead of being sent and
rejected. The user cannot have deliberately chosen an option the dropdown
stopped presenting.

* feat(embeddings): use the latent-constellation mark for the block icon

Replaces the scatter-plot-on-axes placeholder with a centre node, four
neighbours, and the rays between them — a point and its nearest neighbours
in embedding space, which is what the block actually produces. The axes
mark read as a generic chart and said nothing specific to embeddings.

Nodes are filled so they hold their shape at small sizes. The rays carry
less weight than the nodes to keep the hierarchy, but at 1.6/0.9 rather
than the 1.4/0.75 they were drawn at, so they do not thin out to loose
dots in the 14px block-search row.

Kept byte-identical between the app and docs icon sets.

* fix(embeddings): declare the outputs the legacy openai block returns

openai_embeddings became an alias of embeddings_openai, so the legacy
block's runtime payload gained `provider` and `dimensions`. Its declared
outputs still listed only embeddings/model/usage, so the tag picker never
offered two fields every run demonstrably returns, and downstream blocks
could not reference them.

Declaring them is additive and does not touch execution. Asserts the
legacy block's output keys match the replacement's, since both run the
same tool and neither should expose fields the other lacks.

* fix(copilot): resolve same-id subblock variants before validating

A block may declare one field id several times, each variant conditioned
on another field — the embeddings block declares model, dimensions, and
taskType once per provider, and the image and video generators do the
same. Validation keyed a map by id alone, so whichever variant was
declared last silently became the validator for every write to that
field.

Programmatic edits to an embeddings block were therefore checked against
Mistral's option lists whatever the saved provider: `text-embedding-3-small`
was rejected as not one of mistral-embed/codestral-embed, and dimensions
valid only elsewhere (3072, 768) could not be set at all. Values that
happened to overlap the last variant passed, so automation saw partial
success rather than a clean failure.

Keep every candidate per id and pick the one whose condition holds,
evaluating against the mutation's inputs merged over the block's saved
values so a partial write still resolves. When no condition matches, fall
back to the union of all variants' options rather than guessing.

Conditions still never gate whether a field may be written — that was a
deliberate choice and a hidden field stays writable. They only select
which definition describes the field, and an unresolved condition widens
the accepted set instead of narrowing it.

* fix(copilot): prefer a conditioned variant over an unconditioned catch-all

An unconditioned same-id variant matches every set of values, so it would
shadow a genuinely selected variant purely by being declared first. Prefer
a variant that actually asserted something about the current values.

No block in the registry currently declares a catch-all ahead of a
conditioned variant on a field where it would change validation, so this
is a guard against the pattern rather than a fix for a live case.

* chore(embeddings): scope this branch to the multi-provider block

Two changes made while building the Embeddings block are not part of it and
ship separately, so their files are restored to staging here:

- copilot edit-workflow validation resolving same-id conditional subblock
  variants. The embeddings block surfaced it, but it is a platform fix
  affecting ~20 blocks that declare a field id more than once, and it
  narrows what programmatic edits accept — that deserves its own review.
- the sync-engine test de-flake, which is unrelated test hygiene.

Both are preserved in full on feat/embeddings-full-snapshot.

Note this restores the reported bug where a programmatic edit to an
embeddings block validates model/dimensions against the last-declared
provider variant. The block is unaffected in the editor and at runtime.

* fix(embeddings): honor per-model token limits and bound the JSON input path

Review round 1.

Batching used one 8,000-token constant for every model, inherited from the
knowledge-base engine this branch extracted. `batchByTokenLimit` truncates
any single text above the limit it is given, so that constant both sent
oversized input to models with a lower ceiling and silently dropped content
models with a higher one accept:

- Gemini declares 2,048, so a 3,000-token text passed through whole and the
  provider rejected it, surfacing as a 502. This also affected knowledge-base
  indexing on staging, which uses the same constant.
- Cohere declares 128,000, so anything past 8,000 was truncated for no reason.

Batch against the selected model's own `maxInputTokens` instead. Using the
per-input ceiling as the per-batch budget also keeps every individual text
within it.

The contract bounds the array arm of `input`, but a JSON-encoded array
arrives as a plain string and `normalizeInput` only expands it after
validation — so neither the 1,000-input cap nor the non-empty checks applied
to the reference-expression path the route was written to accept. `"[]"`
also reported success with no vectors. Re-check the normalized list so the
bounds hold for both shapes.

* chore(embeddings): regenerate tool metadata for the new embedding tools

CI's tool-metadata:check gate failed: registering embeddings_openai,
embeddings_gemini, embeddings_cohere, and embeddings_mistral left the
generated tool-ids/metadata/outputs artifacts stale.

* fix(embeddings): project before batching, and keep the sunset block's docs icon

Review round 2.

Projection ran inside callEmbeddingAPI, after batchByTokenLimit had already
measured and truncated the original text. The projector rewrites resolved
secrets to placeholders, which changes length, so batching sized against a
string that was never sent: a lengthening projection then pushed input past
the model's ceiling and the provider rejected it, and a shortening one
discarded document content that would have fit.

Project once up front, then batch the projected text, so truncation measures
what actually goes to the provider. This also keeps projection to exactly one
call per embed(), so no retry can re-project.

Separately, marking the legacy openai block hideFromToolbar dropped it from
the generated docs icon map, which only retains hidden blocks when they are
versioned. integrations/openai.mdx is deliberately kept — docsLink is baked
into every placed instance — so BlockInfoCard lost its icon and fell back to
a text tile. A sunset block keeps its docs page for the same reason a hidden
versioned block does, so the generator now treats it the same way.

The sim-side integrations map still omits it, which is intended: that feeds
the discovery page a sunset block should not appear on, and placed blocks
render from the registry's own icon reference.

* fix(embeddings): override stale block params instead of omitting them

Review round 3.

The generic handler merges the params() result over the original inputs
(`{ ...inputs, ...transformedParams }`), so omitting a key leaves the stale
value in place. The previous round dropped an unsupported taskType or
dimensions by omission, which was therefore a no-op through the executor
path: a reduction or task type chosen for one model still reached the tool
after a model switch.

Rewrite each stale field to an explicit `undefined`, which does override in a
spread.

Same class of bug for `model` itself, which was forwarded whenever present
without checking it belongs to the selected provider. Every provider's model
dropdown shares the `model` id, so switching provider kept the previous
provider's model and failed at the route as a mismatch. It now falls back to
the provider's default unless the saved model actually belongs to it.

Tests assert the merged result rather than the returned object, since the
return shape alone cannot distinguish an omitted key from an overridden one —
which is exactly why the previous fix looked correct and was not.

* fix(embeddings): discount the batch ceiling when the tokenizer is foreign

Review round 4.

Batching measures with tiktoken, which only has encodings for OpenAI models —
every other id falls back to cl100k_base. Gemini's 2048, Cohere's 128k, and
Mistral's 8192 were therefore enforced in OpenAI token units, so an input near
one of those ceilings could still be rejected upstream or trimmed more than
needed.

A true fix needs per-provider tokenizers, which the repo does not have:
estimateTokenCount is a chars-per-token heuristic, and truncation needs a real
encode/decode pair to slice on a token boundary. So the ceiling is discounted
for foreign tokenizers rather than trusted exactly.

The discount is one-sided on purpose. Overshooting means the provider rejects
the whole request; undershooting only trims a text that was already at the
limit, so the margin errs toward the second.

resolveBatchTokenCeiling is a pure function tested directly, rather than
inferred from truncation behavior, so the guarantee holds per model as the
catalog grows.

* fix(embeddings): keep the batch ceiling exact and warn before truncating

Review round 5. Reverts the safety margin from round 4.

The two review findings were in direct tension: round 4 flagged that a
foreign model's ceiling is measured in tiktoken units, and the margin added
to absorb that error reintroduced the round 3 harm — valid content truncated
below the provider's declared limit.

The margin was the wrong trade. It swapped a loud failure for a silent one:
an undercount surfaces as a provider rejection the caller can see and act on,
while shortening an embedding's input produces a degraded vector that is
indistinguishable from a good one at every layer above it. Silent quality
loss in a retrieval index is the worse outcome, and it is also the harder one
to ever notice.

So the declared ceiling is applied exactly, and truncation is no longer
silent: an input above the limit now logs a warning naming the model, the
limit, and whether the count was approximate. hasApproximateTokenCount
records which models are counted with a foreign tokenizer without being used
to shrink anything.

The tokenizer imprecision itself remains, and cannot be fixed without
per-provider BPE the repo does not have — estimateTokenCount is a
chars-per-token heuristic, and truncation needs a real encode/decode pair to
slice on a token boundary.

* refactor(embeddings): drop dead surface and enforce OpenAI's item cap

Audit follow-ups on the multi-provider embeddings work:

- Enforce OpenAI's documented 2048-entry `input` array cap in the OpenAI and
  Azure adapters. Nothing bounded item count on the OpenAI path — batching
  bounds tokens per request, so a batch of many short inputs could exceed it.
- Make the provider item cap single-source. It was declared both on the catalog
  entry and on the adapter, read through a `??`; the adapter is the wire-protocol
  owner, so the catalog copy is gone.
- Have the knowledge-base view call `getKbEligibleModels()` instead of
  re-deriving the same `kbEligible` filter inline.
- Remove dead surface: the unused `EMBEDDING_TASK_TYPES` constant,
  `EmbeddingToolDefinition`, `HOSTED_KEY_PROVIDERS`, and the five request-body
  fields (`workspaceId`, `workflowId`, `executionId`, `userId`,
  `useHostedCostTracking`) the route never reads.
- Trim `@/lib/embeddings` to what callers outside the module use.
- Drop the route's manual request-id plumbing; `withRouteHandler` supplies it.
- Fix two comments that had drifted onto the wrong declaration.

* fix(embeddings): normalize reduced Cohere output; correct OpenAI token ceiling

Second validation pass against provider documentation.

- Cohere: normalize locally when `output_dimension` reduces below native.
  Cohere documents the parameter as Matryoshka truncation but never states that
  it renormalizes, and an unnormalized vector silently skews cosine similarity.
  `l2Normalize` is idempotent, so this is a no-op if Cohere already returns unit
  vectors and a correctness fix if it does not. Covered by a test that fails
  without it.
- OpenAI: raise the per-input ceiling from 8191 to the 8192 the API reference
  documents, so a maximal input is no longer truncated by one token.
- Share the OpenAI response type with the Azure adapter instead of declaring an
  identical copy, mirroring how the mail providers share `_nodemailer`.
- Rewrite the Gemini item-cap comment to say the 100-item limit is observed
  rather than documented, which is what Google's reference actually supports.

Docs: add a manual intro to the Embeddings page covering providers, models,
inputs, outputs, and comparability rules. The generated Input tables are empty
because `createEmbeddingTool` builds params programmatically and the docs
generator only reads literals, so the manual section carries that reference.

* fix(embeddings): split per-input and per-request token limits; close provider gaps

Four gaps found in the validation pass.

Gemini token counts were estimated, not measured. `BatchEmbedContentsResponse`
carries `usageMetadata.promptTokenCount`; without reading it the client fell back
to tiktoken, which has no Gemini encoding and silently used `cl100k_base` — the
wrong tokenizer on a count knowledge-base runs bill against.

`maxInputTokens` was doing two jobs: the per-input ceiling that decides
truncation, and the per-request budget that decides how many inputs share a
batch. These are different provider limits, and conflating them meant Cohere
packed batches against its 128k per-document ceiling while OpenAI's documented
300,000-token request cap went unenforced. They are now separate fields.

Truncation moves out of `batchByTokenLimit` and into `embed`, so it happens once,
against the per-input ceiling, and always logs. The request budget is floored at
that ceiling — a budget below it would truncate inputs the provider accepts.
Batch sizes are unchanged everywhere except Gemini, which rises from 2048 to the
8192 the other providers already used.

codestral-embed now offers its documented 3072 maximum. Its API default is 1536,
so the offered sizes straddle the default; the catalog invariant relaxes from
"native size first" to "native size present", which is what the block relies on.

The Mistral API-key field no longer differs from the other three. Sim stocks
`MISTRAL_API_KEY` — `mistral_parse` already hides its key field on hosted — so
one field with `hideWhenHosted` replaces the conditional pair.

Docs: correct the API-key row, which described the old Mistral-only behavior.

* refactor(embeddings): derive block options from the catalog; use shared helpers

Findings from a four-angle quality review.

Reuse: `splitByItemLimit` and `processWithConcurrency` were reimplementations of
`chunkArray` (`@sim/utils`) and `mapWithConcurrency`
(`@/lib/core/utils/concurrency`), so `lib/embeddings/batching.ts` is gone. That
helper's doc forbade a throwing mapper; embedding legitimately wants a failed
batch to fail the call, since a partial vector set is not a usable result, so the
contract is reworded to cover both intents rather than forked.

The block no longer hand-copies the catalog. Its model, task-type, and dimension
dropdowns are derived from `EMBEDDING_MODELS`, which deletes roughly 150 lines of
literals that had to be kept in step by a drift test. The comment claiming this
was impossible was wrong: `generate-docs.ts` only reads `subBlocks` looking for
an `id: 'operation'` entry, which this block does not have. Verified by
regenerating — `embeddings.mdx` and `integrations.json` come out byte-identical.

Single-sourced two maps that were stated twice: BYOK provider ids (which encode
the non-obvious gemini -> google mapping) and the per-provider default model.
The route previously took its default from `getModelsForProvider(provider)[0]`,
which silently depended on catalog key order.

Azure's `endpoint` and `apiVersion` are required on their own context type
instead of optional on the shared one, so the adapter can no longer be built
without them and emit an `undefined/...` URL.

Also: contract enums now `satisfies` the catalog unions so they cannot drift,
the barrel exports only what callers outside the module use, the redundant
`requestedDimensions` field is a parameter, the bare `getEmbeddingModelInfo()`
call is a named `assertKbEmbeddingModel`, and the route checks payload size
before scanning entries rather than copying the body first.

* docs(embeddings): correct comments that drifted from the code

A comment pass over the feature found four that no longer matched what they sat
on, all introduced by earlier rounds of this work.

The contract's `satisfies` note promised that adding a catalog provider could
not leave the wire enum stale. It cannot deliver that: `satisfies` proves every
listed member is valid, not that the list is exhaustive, so an addition stays
silently absent. Reworded to say what it does and does not catch.

The client cited Gemini as a provider that omits usage, which the Gemini adapter
now contradicts — it reads `usageMetadata.promptTokenCount`. Every adapter
defines `parseTokens`, so the fallback is about a response lacking a usage block,
not about a particular provider.

`l2Normalize` documented only Gemini, though Cohere now calls it for a different
and stronger reason, and "normalizes in place" read as mutation when the function
returns a copy.

The route's new size-guard comment claimed it avoids copying the payload; nothing
there copies. The real reason is that summing lengths gates before the per-entry
character scan.

Also: split the derived-sub-block TSDoc so both constants carry hover text, gave
the payload cap its own doc, dropped one comment that restated a signature, and
tightened two long blocks without losing a fact.

* fix(docs): generate tool inputs for factory-built tools

The four embeddings tools rendered header-only Input tables. `extractToolInfo`
finds a tool's `params` by regex over the tool's own file, and these files hold
nothing but a `createEmbeddingTool({...})` call — the params live in the
factory's module. There was already a fallback for a same-file `...spread` base,
so this adds the cross-module equivalent: follow the factory's import and read
`params` from there.

Two things surfaced once the tables populated.

`hosting` was not in the set of keys that terminate the `params` capture, so the
non-greedy match ran past it to `request:` and swallowed the whole hosting block.
Every tool with a `hosting:` section between `params:` and `request:` was
publishing `pricing` and `rateLimit` as if they were user-facing inputs — this
drops those rows from eight unrelated integration pages as well.

The shared apiKey description was a template literal, which the regex emitted
verbatim as `${name} API key`. It is now a static string, matching how every
other tool in the repo declares one.

Docs: the Embeddings page keeps a prose intro in its MANUAL-CONTENT block like
other integrations, with the hand-written input/output tables removed now that
the generated ones are correct. The sunset `openai` page loses its
`encodingFormat` row — page generation skips hidden blocks, so that page is
frozen and would otherwise keep advertising a parameter the aliased tool no
longer accepts.

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-06 15:25:17 -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 6d48444525 fix(docs): render native block icons instead of the two-letter fallback (#5981)
* fix(docs): render native block icons instead of the two-letter fallback

The Table and Logs pages (and every other native resource block) showed a
two-letter text fallback because the generated icon map never contained them.
Four separate causes in scripts/generate-docs.ts:

- The icon-map allowlist had drifted behind NATIVE_RESOURCE_BLOCK_TYPES, the
  set the docs writer uses. Key the exception off that set so the map cannot
  fall behind the pages that consume it.
- extractIconNameFromContent only matched identifiers ending in `Icon`, so
  Logs (`icon: Library`) resolved to nothing. Match any identifier, excluding
  bare JS literals.
- The map imported everything from `@/components/icons`, so an icon sourced
  from `@sim/emcn/icons` could not resolve. Imports are now grouped by the
  module each icon is actually imported from.
- Trigger-only pages (slack_app, twilio) and hand-written pages (a2a) had no
  entry at all. Seed provider icons from the trigger definitions.

Also fixes three regen bugs found while verifying the output:

- A comment reading "this becomes `hideFromToolbar: true`" in slack.ts was
  matched as the property itself, so a clean regen dropped Slack from the
  integrations catalog and reduced slack.mdx to a 29-line stub. Property
  probes now run against comment-stripped source.
- 16 hand-written *-service-account guides were unregistered, so the stale-doc
  cleanup deleted them on every regen. Registered them, and cleanup now refuses
  to delete any page holding MANUAL-CONTENT (this also restores the intros on
  file.mdx and twilio.mdx).
- Trigger outputs referenced as a constant (`outputs: SLACK_TRIGGER_OUTPUTS`)
  resolved to nothing, dropping whole Output tables. Constants and sibling
  modules now resolve, which also restores 319 lines on clickup.mdx.

Removes the language selector from the docs navbar.

Regenerated docs are included; remaining content deltas are tool-definition
drift since the last regen.

* improvement(docs): drop the preview-gated slack_app page, document managed_agent

- slack_oauth is reachable only through the preview-gated slack_v2 block, so
  documenting it published an unreleased surface under its own slack_app page.
  Triggers whose every hosting block sets `preview: true` are now excluded from
  the docs and the icon map. Triggers no block claims are untouched, so
  standalone webhook providers keep their pages.
- Adds the MANUAL-CONTENT intro to managed_agent.mdx, matching the other
  integration pages. Verified it survives a regen.

* fix(docs): stop truncating quoted descriptions, tighten the cleanup guard

Review findings from round 1.

- parseSubBlockObject read string properties with a single `['"]…[^'"]+…['"]`
  character class, which ends the match at the first quote of either kind. Any
  description holding an apostrophe inside a double-quoted string was cut
  mid-word ("Your app", "Found in your Zoom app"). Matches the opening quote to
  its own closing quote now, reusing the alternation the tool-description
  extractor already used. Restores full text across calendly, gmail,
  google_sheets, hubspot, intercom, whatsapp, and zoom.
- The stale-doc cleanup guard tested for a bare `MANUAL-CONTENT-START`
  substring, so a stray or unterminated marker would pin a stale page that has
  nothing recoverable. It now gates on what extractManualContent actually
  returns.
2026-07-27 14:07:25 -07:00
Bill LeoutsakosandBill Leoutsakos bd61603701 feat(tiktok): unhide integration (#5978)
* feat: unhide TikTok integration

* test: remove TikTok visibility assertion

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
2026-07-27 11:47:15 -07:00
Waleed 3a632936ab feat(clickup): ClickUp integration — 23 tools, OAuth + API-token auth, attachment upload (#5702)
* feat(clickup): add ClickUp integration with OAuth + API-token auth, 23 tools, block, and attachment upload

- 23 tools covering tasks (create/get/update/delete/list/search), comments
  (create/get/update/delete), attachment upload, tags, members, custom
  fields, and the workspace/space/folder/list hierarchy
- OAuth provider wiring (authorization-code flow, non-expiring tokens) plus
  clickup-service-account token-paste credential (personal pk_ API tokens),
  with a shared clickupAuthorizationHeader helper (pk_ tokens sent bare,
  OAuth tokens as Bearer)
- File upload follows the internal-route pattern: contract-validated
  /api/tools/clickup/upload-attachment builds the multipart form and
  returns UserFiles
- ClickUp block with per-operation subBlocks, canonical file param,
  BlockMeta templates/skills, and gradient brand icon
- Generated integration docs page + hand-written service-account guide

* fix(clickup): apply validation-audit fixes across tools, block, and upload route

- Map documented task fields that were dropped: markdown_description,
  subtasks, watchers, custom_fields, time_spent, folder, space — making
  the include_subtasks / include_markdown_description options observable
- Expand verified filters: assignees/tags/due-date ranges on get_tasks and
  search_tasks, include_closed on search_tasks; add due_date_time /
  start_date_time flags and update-task assignee add/remove
- Guard update_comment against an empty body and require comment text in
  the block; prefer markdown_content over content on create_list and make
  markdown reachable for lists in the UI
- Drop the unverified 'required' field from custom-field outputs; read
  both err and error keys from ClickUp error bodies; correct notify_all
  wording
- Upload route: 100MB size cap, shared attachment mapper with full
  documented response fields (version, thumbnails), base-URL constant

* fix(docs): restore clickup-service-account guide and shield it from doc generation

The generator prunes integration pages it does not derive from blocks;
add the hand-written ClickUp API-token guide to
HANDWRITTEN_INTEGRATION_DOCS so regeneration cannot delete it.

* fix(clickup): address review findings — dedupe catalog entries, config-time list parent validation, upload memory cap, unique icon gradient ids

- Remove duplicated clickup entries in docs meta.json and integrations.json
  introduced by a double docs regeneration
- Add a Location dropdown for Get Lists / Create List so the folder ID or
  space ID is conditionally required at configuration time instead of
  failing at run time
- Pass the 100MB cap into downloadServableFileFromStorage so oversized
  files abort during download instead of after full buffering
- Use useId()-derived SVG gradient ids for ClickUpIcon in both icon files

* chore(clickup): format integrations.json entry per biome

* improvement(clickup): final validation-pass refinements across tools and block

- create_task: add doc-backed sprint points param (parity with update)
- get_tasks/search_tasks: expose include_markdown_description
- update_task legacy numeric priority in list responses mapped instead of
  dropped; create_comment omits absent response fields instead of
  emitting sentinel ''/0 values
- order_by only sent when explicitly chosen (Default sentinel); comment
  text no longer UI-required for update_comment (resolve-only and
  assignee-only updates are valid per the tool contract, which still
  rejects an empty body)
- add_tag_to_task sends no request body per docs; upload tool tolerates
  non-JSON error responses

* fix(clickup): tolerate nested user wrapper in member mapping

The task/list member endpoints document a flat member object; accept the
workspace-members-style nested { user: {...} } wrapper as well so both
shapes map correctly.

* fix(clickup): map size-limit errors from download/compile to a 400 upload-size response

downloadServableFileFromStorage enforces maxBytes on both the raw download
and the resolved (compiled) artifact via PayloadSizeLimitError; catch it in
the route so oversized content returns the intended 400 instead of
bubbling to the generic 500 handler.

* feat(clickup): add custom field values, checklists, and time tracking (15 tools, 38 total)

- Set/remove custom field values on tasks (PUT/DELETE /task/{id}/field/{field_id});
  block value input parses JSON for structured field types, plain values pass through
- Checklist CRUD: create/rename/reorder/delete checklists and create/update/
  delete checklist items (assign, resolve, nest), mapped from the documented
  {checklist} response shape
- Time tracking: list entries in a date range (assignee/location filters,
  task-tag and location-name includes), create/update/delete entries, start/
  stop timers, and read the currently running timer; entries mapped from the
  documented data envelope with negative-duration running semantics
- Block gains 15 operations with conditionally-required fields, timestamp
  wand configs, tri-state billable/resolved dropdowns, and a single-location
  filter selector matching the API's one-location-filter rule

* fix(clickup): new-tools audit fixes — POST for set custom field value, tolerant time-entry envelopes, richer mappings

- Set Custom Field Value uses POST per the live reference OpenAPI (the
  llms mirror shows PUT; the reference console spec is authoritative)
- delete_time_entry maps the documented array envelope; create_time_entry
  tolerates both data-wrapped and flat echo bodies
- Time entries surface task_tags and task_location so the include switches
  are observable; checklists carry date_created
- Custom field value input parses any JSON literal (numbers, booleans,
  arrays, objects) and passes plain text through
- Update Time Entry supports duration edits; single-assignee time ops get
  their own field so a comma-separated list can't silently NaN out

* fix(clickup): send explicit date-time flags whenever a date is set

The due/start date-time switches previously only transmitted true; a
timed date could never be flipped back to date-only. The flag is now sent
as an explicit boolean whenever the corresponding date is provided and
omitted otherwise.

* improvement(clickup): final per-tool audit polish — checklist item children, tolerant comment date

- Checklist items surface the documented children array of nested item IDs
- create_comment tolerates a string-typed date in the response

* fix(clickup): reject empty update_task bodies with a clear local error, matching sibling update tools
2026-07-16 00:38:59 -07:00
Vikhyath Mondreti 54b35a4f0e improvement(deployments): bugfixes for run-block, airtable + external sub management (#5680)
* improvement(webhooks): external subscription management

* ui/ux

* remove test file

* fix tests

* address comments

* address comments

* update to grain v2 api

* improvement(grain): hide auto-registered webhook URL on v2 triggers

* Revert "improvement(grain): hide auto-registered webhook URL on v2 triggers"

This reverts commit c89660cc3e.

* address comments

* address comments

* address rollback

* fix grain v2

* fix more comments
2026-07-15 18:01:53 -07:00
5d3809a0e3 feat(tiktok): add tiktok trigger, block (#5504)
* feat(tiktok): add TikTok integration

Adds TikTok as a full OAuth-based integration: provider registration
(with TikTok's comma-separated scope and client_key requirements),
9 tools covering profile info, video listing/querying, creator info,
direct video/photo posting (URL or file upload), inbox drafts, and
post status polling, plus the TikTok block, icon, and generated docs.

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(tiktok): add avatarFile output to Get User Info

Adds a file-typed avatarFile output (sourced from the largest available
avatar URL) alongside the existing string avatar fields, so the profile
picture can be materialized as a UserFile and chained into file-consuming
blocks (e.g. attached to an email), per PR review feedback.

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(tiktok): lower upload memory cap, drop redundant avatar string outputs

Cap the file-upload video buffer at 250MB instead of TikTok's 4GB ceiling —
relaying that much through this server's memory per request isn't safe
under concurrent load, and larger files can still go through the
PULL_FROM_URL path, which never buffers on our server. Also drop the
now-redundant avatarUrl/avatarUrl100/avatarLargeUrl string outputs from
Get User Info in favor of the file-typed avatarFile output alone, since
the feature is unreleased and the raw URL is still reachable via
avatarFile.url. Cover image URLs on List/Query Videos are confirmed to be
signed, expiring TikTok CDN links; left as strings (no file-output
conversion path exists for fields nested inside array items) but
documented the expiry behavior more clearly.

Co-authored-by: Cursor <cursoragent@cursor.com>

* chore(ci): bump API validation route-count baseline for TikTok publish-video route

The TikTok integration adds one new Zod-backed internal API route
(app/api/tools/tiktok/publish-video), which trips the route-count
ratchet in check-api-validation-contracts.ts. Bumping totalRoutes and
zodRoutes from 917 to 918 (nonZodRoutes stays 0) to acknowledge the
new route is properly validated.

Co-authored-by: Cursor <cursoragent@cursor.com>

* chore(tiktok): drop unused avatar_url_100 from default user fields

After removing the avatar string outputs, avatar_url_100 was still
requested from TikTok's user info endpoint but never surfaced anywhere.
Removed it from the default field list and the field descriptions, and
noted that avatar_url/avatar_large_url feed the avatarFile output.

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(tiktok): stop returning raw 'credential' subBlock id from tools.config.params

The block's params function built a local `credential` variable from
params.oauthCredential and returned it under the key `credential` in
every switch case. That literal token is the raw subBlock id, which is
deleted after canonical transformation into `oauthCredential` — the
blocks.test.ts canonical-param-validation suite flags any params
function that still references it.

It was also redundant: oauthCredential is already part of the base
resolved inputs, which the executor merges into the tool call before
config.params overrides are applied, so the OAuth token resolution
(which reads contextParams.oauthCredential) worked regardless. Removed
the explicit credential plumbing, matching the convention already used
by other OAuth blocks like dropbox.ts.

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(tiktok): send empty JSON body on Query Creator Info POST

query_creator_info had no request.body function, and
formatRequestParams() only attaches a body when tool.request.body is
defined at all — so despite sending Content-Type: application/json,
the request went out with no body whatsoever. Added body: () => ({}),
matching the convention already used by other parameterless-POST tools
in this codebase (Google Vault, Supabase, Square, Gmail, etc.).

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(tiktok): stop dropping valid zero values in optional numeric fields

cursor, photoCoverIndex, and videoCoverTimestampMs all used a truthy
check (params.x && {...}) to decide whether to include an optional
numeric override, which drops a legitimate 0 (first page has no
cursor issue aside, photoCoverIndex 0 is TikTok's own default cover
photo, and timestamp 0 is a valid first-frame cover). Switched to
explicit undefined/empty-string checks, matching the !== undefined
convention the underlying tools already use.

In today's resolution pipeline these fields always arrive as strings
(even chained block references get stringified by the template
resolver), and a non-empty string like "0" is truthy, so this wasn't
actively broken end-to-end - but it was relying on that subtlety
rather than being correct by construction, and was inconsistent with
the tools' own undefined checks.

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(tiktok): accept newline-separated video IDs in Query Videos

videoIds is a long-input (multiline textarea), the same widget used
for the newline-separated photoImages field on this block, but its
parser only split on commas. Entering one ID per line - the natural
pattern for a multiline field, and the one already used elsewhere on
this block - produced a single concatenated garbage string instead of
an array, so TikTok's query would fail or return nothing. Now splits
on commas or newlines, and updated the placeholder/description to
reflect both formats.

Co-authored-by: Cursor <cursoragent@cursor.com>

* feat(tiktok): add app-level webhook ingress and triggers

* fix(tiktok): only count actually queued webhook executions

Co-authored-by: Cursor <cursoragent@cursor.com>

* chore(tiktok): bump API validation baseline for staging merge

Co-authored-by: Cursor <cursoragent@cursor.com>

* cleanup code

* fix type issues

* misc code cleanup

* remove photos and add upload for videos

* move shared video output properties to types.ts so docs generation resolves them

Co-authored-by: Cursor <cursoragent@cursor.com>

* hide TikTok from toolbar and docs until the integration is ready to ship

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(ci): ratchet API validation baseline to 924 after staging merge

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
2026-07-10 15:08:24 -07:00
Theodore Li 5b7513f15d feat(blocks): add block visibility gating (preview blocks + AppConfig reveals) (#5526)
* fix(deps): install xlsx from @e965/xlsx npm mirror

The dependency was pinned to a direct tarball on cdn.sheetjs.com, which
now returns 403 (Cloudflare bot-challenge) to automated clients, breaking
bun install in CI. npm's own xlsx is frozen at 0.18.5, so switch to the
@e965/xlsx mirror which republishes the identical 0.20.3 CDN build to the
npm registry. No code changes needed — all imports use bare 'xlsx'.

* feat(blocks): add block visibility gating (preview blocks + AppConfig reveals)

* fix(blocks): reset visibility to fail-closed empty state on workspace switch

* fix(blocks): carry kill-switch entries across workspace-switch visibility resets

* chore(deps): revert stray local xlsx-mirror commit (keep staging's pinned source)

* chore(skills): rename gate-block skill to add-block-preview
2026-07-09 22:38:01 -04:00
Vikhyath Mondreti c59631698f chore(deploy): remove deploy as a2a (#5255)
* chore(deploy): remove a2a

* add block
2026-06-28 20:01:24 -07:00
Waleed 8b93e43037 improvement(integrations): validate BigQuery/Forms/PageSpeed + regenerate integration docs (#5109)
* improvement(integrations): validate BigQuery/Forms/PageSpeed + regenerate integration docs

- BigQuery: mark null-defaulted outputs optional (get_table type/numRows/numBytes/creationTime/lastModifiedTime/location, list_datasets location, list_tables type, query totalBytesProcessed)
- Google Forms: add response pagination (pageToken + filter params, nextPageToken output), fix pageSize visibility, advanced-mode pagination subBlocks + filter wandConfig
- PageSpeed: add a 7th BlockMeta template (competitor benchmark)
- Regenerate integration docs; add manual intro sections to new datagma/dropcontact/enrow/icypeas/leadmagic pages

* fix(docs-gen): preserve apostrophes in tool descriptions when generating docs

The doc generator extracted tool descriptions with a character class that
excluded both quote types (['"]([^'"]...)['"]), so a double-quoted description
containing an apostrophe (e.g. "Find someone's email") was truncated at the
apostrophe — the generated docs/catalog showed stubs like "Find someone".

Anchor extraction on the actual opening quote (single/double/backtick), matching
the existing extractDescription helper, in both buildToolDescriptionMap and
extractToolInfo. Regenerated docs restore full descriptions across all affected
integrations (Apollo, Ahrefs, LeadMagic, Findymail, OpenAI, Slack, etc.).

* fix(docs-gen): resolve tools defined in a sibling file + scope params per tool

The doc generator located a tool's definition only by filename convention
(decompress.ts / index.ts), so file_decompress — which lives in compress.ts
alongside file_compress — fell back to index.ts and rendered an empty Input
table. It also read the params block from the first tool in a multi-tool file,
so every tool in such a file inherited the first tool's inputs/outputs.

- getToolInfo: when no candidate file declares the exact tool ID, scan the whole
  tool-prefix directory for the file that does.
- extractToolInfo: read the params block scoped to the specific tool, falling
  back to the full file for tools that inherit params via spread.

Regenerated docs eliminate ~50 empty/incorrect input tables across integrations
(clickhouse, rb2b, reddit, file, etc.); param-less OAuth-only tools correctly
keep an empty input table.
2026-06-16 23:05:30 -07:00
Waleed 58cff68b5e feat(deployments): add v1 deployment endpoints and Deployments block (#5009)
* feat(deployments): add v1 deployment endpoints and Deployments block

* fix(deployments): require deployed workflow for rollback, normalize warnings, guard orphaned workspaceId

* fix(deployments): workspace-bound tool routes, optional-body parsing, version bounds, and 404 masking

- Tool routes now require the executing workspace ID and reject cross-workspace targets
- v1 deploy/rollback read optional bodies via parseOptionalJsonBody (size-capped, 400 on malformed JSON)
- Version numbers bounded to the Postgres integer range
- v1 mutation routes mask access failures as 404, matching the v1 detail route
- listWorkflowVersions returns description and normalizes admin-api deployedByName (parity with mothership get_deployment_log)
- Workflow selector no longer auto-selects the first workflow (new autoSelectFirstOption opt-out)
- Shared deployment version metadata field schemas across UI/v1/tool contracts

* chore(api-validation): bump route baseline for rebased staging (826)

* fix(docs): use real ID formats in OpenAPI examples

Workflow, workspace, folder, knowledge-base, document, and execution IDs are
plain UUIDv4; workspace file IDs are wf_<shortId>; table and row IDs are
tbl_/row_ + de-dashed UUID. Replaces all fake prefixed example IDs (wf_abc123,
ws_xyz789, exec_..., kb_..., etc.) accordingly and marks the deploy body
description as nullable to match the shared schema.

* feat(deployments): resolve workflow names in block UI, add workflow_undeployed Sim trigger event

- Deployments block now uses the workflow-selector subblock (same as the
  Workflow block), so the canvas tile shows the workflow name instead of the
  raw ID; reverts the now-unneeded dropdown autoSelectFirstOption prop
- Adds workflow_undeployed to the Sim workspace-event trigger, emitted by
  performFullUndeploy through a shared lifecycle-event dispatch loop
2026-06-12 16:38:08 -07:00
Waleed 636bd74f06 fix(integrations): resolve OAuth connect UI by service id instead of display name (#5001)
* fix(integrations): resolve OAuth connect UI by service id instead of display name

* test(integrations): pin OAuth service resolution for all catalog integrations; fix credential branding reverse lookup

* fix(docs-gen): blank string literals and comments before brace scanning in extractOAuthServiceId
2026-06-12 11:38:01 -07:00
Waleed 977467970c improvement(integrations): overhaul landing FAQs for SEO/GEO and fix dynamic OG images (#4985)
* improvement(integrations): overhaul landing FAQs for SEO/GEO and fix dynamic OG images

* improvement(integrations): trim comments and fold catalog updatedAt into integrations.json

* fix(integrations): correct FAQ copy for zero-capability and single-tool integrations
2026-06-11 17:54:58 -07:00
Will ChenandClaude Opus 4.8 bc55fc3b50 improvement(docs): builder-first IA reorganization of the English docs (#4896)
* docs: reorganize into topic/ontology IA with a builder-first rewrite

Restructure the English docs from internal product categories into a
topic-based information architecture, and rewrite the conceptual pages
to install a mental model first rather than enumerate features.

Structure & navigation
- Reorder the sidebar to follow how someone builds: Get Started ->
  Workflows -> Tables -> Files -> Knowledge Bases -> Logs ->
  Building agents -> Mothership -> Workspaces -> Platform -> Reference.
- Demote the generated blocks/tools/triggers catalogs to a Reference
  section at the bottom.
- Break up the monolithic execution/ folder into deployment/ and
  logs-debugging/; collapse connections/* and variables/* into single
  pages under workflows/.
- Rename capabilities/ to building-agents/; relabel the integration
  catalog as "Integrations". Remove deprecated copilot and form
  deployment. Redirects added in next.config.ts for every moved URL.

Conceptual rewrites
- Workflows core (index, how-it-runs, data-flow, connections,
  variables): one mental model, one running example, terser prose.
- New building-agents overview distinguishes an agent (a workflow you
  build) from an Agent block (one reasoning step), plus a "choosing
  what to use" guide.
- Concept-trim passes on Knowledge Base, Tables, Blocks, Triggers
  overviews; new task pages for KB, Tables, and Files.
- New code-verified Alerts page.

Infrastructure
- pageType frontmatter (concept/guide/reference) + badge render.
- WorkflowPreview / OutputBundle components to embed real, app-styled
  workflow diagrams (adds framer-motion + reactflow to apps/docs).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(docs): spec-driven BlockPreview for block reference heroes

Replace the static screenshot hero on each block reference page with a
<BlockPreview> that renders the block exactly as the builder canvas shows
it — header icon, sub-block rows, and branch/error handles — from a
hand-authored display spec. Static and non-interactive (no ReactFlow), so
it can't be panned or dragged, and self-updating to edit.

- block-display-specs.ts: one editable spec per block (rows, branches, handles)
- block-preview.tsx: static scaled card renderer with decorative handles
- block-icons.tsx: brand glyphs for the core block types; icons.tsx adds WaitIcon
- 14 block + 3 trigger pages swapped from <Image> to <BlockPreview>

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs): correct stale navigation and removed-feature references

Audited the docs against the product changelog (GitHub releases / staging
git history) for content that misleads readers — features that moved, were
renamed, or removed — rather than cosmetic drift. Fixes:

- Skills: no longer a Settings tab. It was promoted to its own workspace
  page (#4354), so "Settings → Skills under the Tools section" sent readers
  to a tab that no longer exists. (skills/index.mdx)
- Env vars: the workspace tab is "Secrets", not "Environment Variables"
  (credentials→secrets rename, #4364). (quick-reference/index.mdx)
- Mothership FAQ pointed to "Settings → Credentials" for integration
  connections; integrations moved to their own page and there is no
  Credentials tab. (mothership/tasks.mdx)
- Vision block was retired (#4684); a tip still named it. Reworded to
  "an Agent using a vision-capable model". (files/passing-files.mdx)
- Getting-started FAQ told new users to "use the Copilot feature" to build
  in natural language — that surface is Mothership. (getting-started)
- Removed the dead "Mod+Y → Go to templates" shortcut; the templates
  gallery was removed (#4354). (keyboard-shortcuts)

Note: MCP "tools" (Settings → Tools, for consuming) and MCP "servers"
(Settings → System, for exposing) are distinct surfaces — both doc
references are correct and were intentionally left as-is.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs): repair broken /docs-prefixed enterprise links

The enterprise overview linked to /docs/enterprise/* (access-control, sso,
whitelabeling, audit-logs, data-retention, data-drains), but the docs site
is served at root — those 6 links 404'd. Now root-relative /enterprise/*.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs): refresh stale workflow-preview example blocks

The /workflows diagram blocks are hand-authored (separate from the
spec-driven BlockPreview heroes) and had drifted from the real UI:
- Agent color purple #6f3dfa -> green #33C482 (the var(--brand) rebrand)
- Model gpt-4o -> claude-sonnet-4-6 (current default)
- "Prompt" row -> "Messages" (the actual agent sub-block)
- Start color #34B5FF -> #2FB3FF (real starter bgColor)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs): align BlockPreview input/output handles to the card edge

The header (input/output) handles are positioned relative to the card and
used a -16px offset, so they floated 8px past the edge. Row/error handles
are -16px relative to a row that's already inset 8px by content padding, so
they sit correctly. Header handles are now -8px, so every handle sticks out
the same 8px and hugs the block edge.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite Agent reference to match the current block

The page documented the old UI (System/User Prompt, no Files or Skills, Memory
taught as a separate block — contradicting its own FAQ). Rewritten to the real
sub-blocks (Messages, Model, Files, Tools, Skills, Memory, Response Format) in
the builder voice of the workflows exemplars: oriented opening, agent vs
Agent-block callout, outputs table, a live WorkflowPreview example, FAQ kept and
corrected (tool control "Force", not "Required"). pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite API reference to match the current block

Tightened to the builder voice and the real config (URL, Method, Query Params,
Headers, Body + Advanced timeout/retries/backoff). Dropped the off-topic
"Dynamic URL Construction" / "Response Validation" sections (those are
Function-block techniques, not API config). Outputs table, FAQ kept. The example
is now a live WorkflowPreview (new API_FETCH_WORKFLOW in examples.ts, exported
via the barrel). pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite Condition reference to match the current block

Tightened to the builder voice: oriented opening (branches on boolean
expressions, no model call, vs Router), the real branch model (if / else if /
else, checked top to bottom), connection-tag expression examples, an error-path
callout, outputs table, and a live branching WorkflowPreview example
(CONDITION_ROUTE_WORKFLOW). FAQ kept. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): restore Best Practices + multi-example workflows on Condition

Recalibration: reference pages keep genuine substance (Best Practices, every
distinct example), cutting only redundancy and verbose register. Restores the
Best Practices section and turns the three use cases into three rendered
WorkflowPreview examples (route by priority, moderate content, branch
onboarding). Adds CONDITION_MODERATE_WORKFLOW and CONDITION_ONBOARD_WORKFLOW.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): restore Best Practices on Agent reference

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): restore Best Practices on API reference

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite Function reference to match the current block

Fixed the verbose register and dropped the duplicated outputs section + the
stale Python screenshot/TODO, while keeping the real substance: JS vs Python
(local vs E2B sandbox), the large-inputs sim.files/sim.values helpers, the
worked loyalty-score example, and Best Practices. The use cases are now two
rendered WorkflowPreview examples (reshape an API response, validate input).
Adds FUNCTION_RESHAPE_WORKFLOW and FUNCTION_VALIDATE_WORKFLOW. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite Router reference to match the current block

Cleaned the register, generalized the drifting model list, and folded the
Router-vs-Condition guidance into a callout. Kept the substance (routes as
output ports, NO_MATCH error path, all seven outputs, Best Practices, FAQ). The
three same-shape use cases collapse to one rendered triage WorkflowPreview
(ROUTER_TRIAGE_WORKFLOW), which the prose notes stands for the pattern.
pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): restore the classify and lead-qual examples on Router

I wrongly folded two distinct Router scenarios into a note. Restored all three
as their own rendered WorkflowPreview examples: triage a support ticket,
classify feedback (to child workflows), qualify a lead (sales vs self-serve).
Adds ROUTER_CLASSIFY_WORKFLOW and ROUTER_LEAD_WORKFLOW. (Also exports
RESPONSE_API_WORKFLOW for the next page.)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite Response reference to match the current block

Cleaned the register and broadened "Variable References" to connection tags
(any output, not just workflow variables). Kept the substance: exit-point
semantics, Builder/Editor mode, status codes, headers, the parallel-branch
warning, Best Practices, FAQ. All three use cases are now rendered
WorkflowPreview examples (API endpoint, webhook ack, status-per-branch). Adds
RESPONSE_API/WEBHOOK/ERROR_WORKFLOW. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite Variables reference to match the current block

Cleaned the register, corrected the outputs (each assignment is also exposed as
<variables.name>, not "no outputs"), and kept the substance: assignments
reference earlier outputs and current values, global <variable.name> access,
Best Practices, FAQ. Two use cases now render as WorkflowPreview examples (count
retries, hold config). Adds VARIABLES_RETRY_WORKFLOW and VARIABLES_CONFIG_WORKFLOW.
pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite Wait reference to match the current block

Corrected a real staleness: the block now has an Async mode that suspends the
run for minutes/hours/days (not a hard 10-minute cap), plus a resumeAt output.
Documents Wait Amount / Unit / Async, the sync-vs-async distinction, all three
outputs, Best Practices, and updated FAQ. Two rendered WorkflowPreview examples
(space out API calls, delayed follow-up). Adds WAIT_RATELIMIT_WORKFLOW and
WAIT_FOLLOWUP_WORKFLOW. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): polish Credential reference (frontmatter, fold redundant tabs)

The page was already accurate to the block (Select/List operations, the outputs
tabs, the wiring steps). Light touch only: added description + pageType, made the
header consistent, and folded the two identical Gmail/Slack "how to wire" tabs
into one line. Examples stay as labeled flows + the List/ForEach screenshot,
since they use integration blocks and a Loop the WorkflowPreview can't render.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): render the shared-credential example + icon fallback for integrations

Addressing the gap: WorkflowPreview block nodes now fall back to the integration
icon map, so diagrams can show Gmail/Drive/Slack/etc. with their real glyphs, not
just core blocks. Renders the Credential "share one account across blocks" example
as a WorkflowPreview (CREDENTIAL_SHARE_WORKFLOW). The multi-account and
List+ForEach examples stay as labeled flows + screenshot (the latter uses a Loop
container the preview can't render). Also exports EVALUATOR_GATE_WORKFLOW for the
next page.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rewrite Evaluator reference to match the current block

Cleaned the register, generalized the drifting model list, and documented the
per-metric outputs (<evaluator.metricname>), which the page omitted. Kept the
substance (metrics with name/description/range, structured-output guarantee,
Best Practices, FAQ). The quality-gate example renders as a WorkflowPreview;
the same shape covers the parallel-variations and support-QC patterns, noted in
prose. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): render the Credential route-by-logic example too

The icon fallback unblocked it: the "route to a different account by logic"
example now renders as a WorkflowPreview (CREDENTIAL_ROUTE_WORKFLOW), a Condition
selecting a production vs staging credential. The List + ForEach example stays a
screenshot because it nests blocks in a Loop container the flat WorkflowPreview
can't represent.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): render Guardrails examples + light accuracy pass

Kept the full substance (four validation types, PII entity/language detail,
the PII screenshot and video, outputs, Best Practices, FAQ). Light fixes:
frontmatter, and generalized the drifting model names (GPT-4o / Claude 3.7) to
"a strong reasoning model" with the current default. The three use cases now
render as WorkflowPreview examples (validate JSON, check grounding, block PII).
Adds GUARDRAILS_JSON/HALLUCINATION/PII_WORKFLOW. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): render Human-in-the-Loop examples + frontmatter

Kept all the substance (Display Data, Notification, Resume Form, the Approval
Methods and API Execute Behavior tabs, outputs, the paused/resume example).
Added frontmatter and rendered the use cases as WorkflowPreview examples
(approve before publish, two-stage approval, verify extracted data); Quality
Control folds into the approval note as the same approve-then-act shape. Adds
HITL_APPROVAL/MULTISTAGE/VALIDATE_WORKFLOW. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): render Webhook examples + frontmatter

The page was already accurate (Webhook URL/Payload/Signing Secret/Headers, the
automatic-headers table, HMAC details, outputs, POST-only callout, FAQ). Added
frontmatter and rendered the two use cases as WorkflowPreview examples (notify a
service, fire on a check). Adds WEBHOOK_NOTIFY_WORKFLOW and
WEBHOOK_TRIGGER_WORKFLOW. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): add example + pageType to Workflow block reference

The page was already accurate and well-structured (Configure It, outputs,
deployment-status badge, execution notes, FAQ). Added pageType: reference and a
rendered WorkflowPreview example showing a parent calling the child workflow
enrich-lead and reading its result. Adds WORKFLOW_CALL_WORKFLOW.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): container rendering for Loop/Parallel + render the Loop example

Adds subflow/container support to WorkflowPreview, modeled on the app's
subflow-node.tsx: a solid-bordered box with a header (icon + name), an internal
"Start" pill whose handle feeds the first nested block, and target/source
handles at the vertical center. PreviewBlock gains size/parentId; edges gain an
optional sourceHandle; nodes render nested children via React Flow parentNode.
Renders the Loop reference's ForEach example (LOOP_WORKFLOW) and keeps the four
loop-type sections + inside/outside referencing + caps. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): fix the Loop container's Start-pill connector

The Start pill -> first-block edge wasn't rendering: it was a React Flow
parent->child edge (unreliable), and the opaque container body hid it. Nested
blocks now render as absolute-positioned top-level nodes (container below at
zIndex 0, blocks above at zIndex 1), so the connector is an ordinary edge, and
the container body is see-through so it's visible.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): render the Parallel example + frontmatter (last core block)

Reuses the container rendering for the Parallel reference. Kept all substance
(count/collection types, inside/outside referencing, batch size of 20, instance
isolation, the Parallel-vs-Loop table, Best Practices, FAQ). Added frontmatter
and a rendered container WorkflowPreview (PARALLEL_WORKFLOW: distribute tasks,
call concurrently, aggregate <parallel.results>); the two use cases stay as
labeled flows. Adds PARALLEL_WORKFLOW. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): prose glow-up for Guardrails to match the agent/condition voice

Rewrote the listy register (**Use Cases:** / **How It Works:** / **Configuration:**
scaffolding, "Use this when you need to..." filler) into the plain builder voice,
matching the depth of the Agent/Condition/Function rewrites. Kept every
validation type, option, range, the full PII entity/region list, the screenshot
and video, the outputs table, the rendered examples, Best Practices, and FAQ.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): prose glow-up for Loop to match the agent/condition voice

Rewrote into the plain builder voice and cut the filler: dropped the "Use this
when you need to..." lines and the ASCII "Example: Iteration 1, 2, 3" pseudo-code,
and folded the duplicated Inputs/Outputs tabs into Configuration + Referencing
sections. Kept all four loop types with their screenshots, the inside/outside
reference rules, the 1,000-iteration cap, sequential-vs-parallel guidance, the
rendered example, and FAQ.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): prose glow-up for Parallel to match the agent/condition voice

Same treatment as Loop: plain builder voice, dropped the ASCII pseudo-code and
the duplicated Inputs/Outputs tabs, folded the verbose Advanced Features into
tight Configuration + Referencing sections. Kept both types with screenshots,
the batch-size-of-20 cap, instance isolation, large-result indexing, the
Parallel-vs-Loop table, the rendered example, and FAQ.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): prose glow-up for Human-in-the-Loop

Tightened the register: folded the pause sentence into the intro, made the
section headers consistent (Configuration, Outputs), converted the bold-list
Block Outputs into a table, condensed the Notification channel bullets to a
line, and renamed the second "Example" so it no longer collides with the
rendered Examples. Kept all the substance — Display Data / Notification / Resume
Form, the Approval Methods and API Execute Behavior tabs, the portal video, and FAQ.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): re-enrich Loop prose (fuller, explanatory — not terse)

The first glow-up overcorrected into terse fragments. Restored proper
docs-quality prose at the Agent/Condition level: each loop type now explains
what it does, when to use it, and the relevant reference; Configuration,
Referencing, nesting, and Best Practices give context and the "why," not just
bullets. Same substance, readable depth.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): re-balance Parallel prose to the Agent/Condition register

Calibrated to the level signed off on elsewhere: each concept explained in a
couple of clear sentences with a concrete detail — informative, not terse, not
padded. Kept both types with screenshots, batch-size cap, isolation, large-result
indexing, the Parallel-vs-Loop table, the rendered example, and FAQ.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): restore the Notification channel detail on HITL

The glow-up over-compressed: it flattened the five notification channels (each
with what they do) into one sentence. Restored them as a list in plain voice —
tightening register shouldn't drop genuinely useful reference detail.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): builder-voice polish on the Credential intro

Light touch only — the page was already well-structured and explanatory, so just
led the intro with what the block does (and bolded the name) to match the other
references. No content changed elsewhere.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(triggers): rewrite Start trigger in the builder voice

Tightened the register, swapped the <code>&lt;&gt;</code> noise for backticks,
added pageType + an outputs table, and kept all substance: Input Format types,
chat-only outputs (input/conversationId/files), the editor/API/chat tabs, and
best practices.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(triggers): rewrite Schedule trigger in the builder voice

Plain voice and clean markdown (dropped the raw <ul>/<div> lists). Kept all
substance: simple intervals, cron examples, timezone, deploy-tied activation,
the 100-failure auto-disable, and FAQ. Added pageType.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(triggers): refocus Webhook trigger on the generic (native) trigger

Rewrote in the builder voice and separated out the integration content: the
page now documents the generic Webhook trigger (URL, Input Format, auth, custom
response, outputs, dedup/rate-limit/deploy/no-auto-disable). The "trigger mode
for service blocks" section is reduced to a short pointer + the demo video, and
the long supported-services catalog and vague use-case bullets are dropped in
favor of the Triggers index. Fixed the title (Webhook) and added pageType.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(triggers): builder-voice glow-up for RSS

Light pass: added pageType + description, tightened the intro, and presented the
output fields as an <rss.*> outputs table. Kept the polling config, use cases,
the published-after-save callout, and the FAQ (poll cadence, dedup, 25-item cap,
auto-disable, Atom support).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(triggers): rewrite Table trigger off the auto-generated card

Replaced the BlockInfoCard/'provides 1 trigger' auto-gen format with a real
builder-voice page: a spec-driven BlockPreview hero (added a 'table' spec),
plain-language Configuration (table, event type, watch columns, include
headers), and a full <table.*> outputs table. pageType: reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(triggers): frame the index around native triggers + separate the catalog

Reframed "generic" as native (no connected account) and promoted RSS and Table
into the native set alongside Start/Schedule/Webhook — cards, comparison table,
and integration paragraph updated to match. In the sidebar, grouped the five
native triggers under a "Native triggers" header and divided the ~44 service
triggers under "Integration triggers" (nav-only — no files moved, URLs stable;
the move to integrations/ is a later, separate change).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: promote Core Blocks + Core Triggers into the Workflows area

Restructured the Documentation sidebar (meta-only — no files moved, URLs stable):
after Deployment, the 16 core block pages now live under a "Core Blocks" section
and the 5 native trigger pages under "Core Triggers", instead of buried in the
bottom Reference catalog. Removed the now-redundant blocks tree from Reference,
and retitled the Reference triggers tree "Integration triggers" so it holds just
the service catalog (the native ones are promoted up top).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: merge block/trigger overviews into the Workflows overview; Core accordions

Restructured the sidebar and overview hub (meta + content only, no integration
files moved):

- Folded the /blocks and /triggers overview pages into /workflows: the overview
  now carries the core-block catalog (do work / direct flow / shape run), the
  Integrations-and-triggers families framing, the native + integration trigger
  framing, the trigger comparison, manual-run priority, and email-polling groups.
  Deleted blocks/index.mdx and triggers/index.mdx as redundant.
- Promoted the 16 core blocks into a "Core Blocks" folder accordion and the
  native triggers into a "Core Triggers" accordion, both under Workflows after
  Deployment. Integration triggers stay inside Core Triggers under a labeled
  divider, temporary until they move to integrations/<service> (tabs) later.
- Repointed every /blocks and /triggers index link to the /workflows#blocks and
  /workflows#triggers sections.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: split integration triggers into their own Reference accordion

Core Triggers is now the 5 native triggers only. Moved the 43 service triggers
out of triggers/ into a new integration-triggers/ folder, surfaced as an
"Integration triggers" accordion under Reference (an accordion must be its own
folder in Fumadocs). In Workflows, Core Triggers now sits before Core Blocks.
URLs: /triggers/<service> -> /integration-triggers/<service> (native /triggers/*
unchanged); the integrations/<service> tabbed-page migration remains the later step.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): trim the overview back to an introduction

It had drifted from a concept intro into a catalog. Kept the spine (the four
parts with their previews, how-it-runs, workflows-in-context) and compressed the
merged-in material: the full 16-block enumeration becomes a three-kind taxonomy
with examples, the trigger section a short native/integration framing. Cut the
anxious in-between — manual-run trigger priority, the niche email-polling-groups
feature (belongs on the Gmail/Outlook trigger pages), the redundant block-def
line, the Start-outputs callout half, the connections video, and the catalog-y
FAQ items. Dropped the unused Video import.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: relocate email-polling + trigger-priority out of the overview

Moved the two bits cut from the workflows overview to durable, generator-safe
homes: email-polling groups -> the Integrations (connecting accounts) page;
manual-run trigger priority -> the Start trigger page. Also added 'table' to the
generator's HANDWRITTEN_TRIGGER_DOCS / SKIP_TRIGGER_PROVIDERS so the hand-written
Table trigger page is no longer overwritten by generate-docs.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(docs-gen): emit per-service integration pages (actions + Trigger section)

Rewrites the generator to output one page per service under integrations/
instead of split tools/ + triggers/. Block pass writes the service's actions;
trigger pass appends a '## Triggers' section (badged) to the same page, or writes
a standalone page for trigger-only services. Meta is written after both passes;
hand-written integration pages are preserved; docsUrl repointed to /integrations.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(docs): unify tools + triggers into per-service /integrations pages

Encodes the ontology "everything is a block; some blocks are triggers." The
generator now emits one page per service under integrations/ — the service's
Actions plus, when it has one, a Triggers section on the same page — replacing
the split tools/<service> + triggers/<service>. No "Tools" terminology.

- generate-docs.ts: output to integrations/, merge trigger sections into each
  service page (standalone for trigger-only services), Actions heading, table
  block now generated, docsUrl -> /integrations, hand-written pages preserved.
- Nuked tools/ (213) and the interim integration-triggers/ (43); moved the
  custom-tools guide to building-agents/; knowledge/memory/file/table links and
  meta repointed to /integrations.
- Sidebar: integrations catalog now under Reference (was tools); removed the
  Workspaces integrations entry and the integration-triggers tree.
- block-icons: wait uses lucide Clock (the generated icons.tsx no longer carries
  a hand-added WaitIcon). Landing integrations data regenerated.

No redirects (fresh start). Native Core Blocks/Core Triggers unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs): recover the hand-written manual-content intros on integration pages

The tools->integrations relocation generated fresh pages, so the generator never
saw the old tools/<service>.mdx to preserve its {/* MANUAL-CONTENT */} sections —
198 curated intros (AgentMail, etc.) were dropped. Reseeded each integrations
page from the pre-move tools page in git, re-ran the generator (which now merges
the manual intro into the new Actions/Triggers format), and repointed /tools/
links inside the recovered prose.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(scripts): rewrite the generator README for the integrations model

Brings scripts/README.md current: integration pages are derived from the
apps/sim block/tool/trigger registry (canonical-sources map), the golden rule
not to hand-edit generated pages, the MANUAL-CONTENT escape hatch, which pages
are hand-written/skipped, and the icons.tsx-overwrite gotcha.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: regenerate integration docs from staging-synced apps/sim

After merging staging, regenerated so the integration pages reflect current
source: correct block colors/configs (e.g. Gmail #FFFFFF), the new integrations
(sendblue, millionverifier, neverbounce, zerobounce), and staging's icon set.
Pages for integrations staging hid are removed; manual-content intros preserved.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs-gen): don't let stale-doc cleanup delete hand-written integration pages

Staging's cleanupStaleToolDocs removes any integrations/*.mdx that isn't a visible
tools block — it only guarded `index`, so it deleted the hand-written
google/atlassian service-account pages. Now guards all HANDWRITTEN_INTEGRATION_DOCS.
Restored the two pages, and repointed /integrations/file links to /files (staging
hides the file block, so it has no integration page).

Note: staging recategorized a2a/mysql/postgresql tools -> 'blocks' (and hid file),
so they correctly drop out of the integration catalog and are currently
undocumented — an IA decision to revisit.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs-gen): stop cleanup/writer filter mismatch from eating manual content

Comprehensive-review findings, all generator-consistency bugs:
- cleanup used staging's isIntegrationBlock while the writer kept the legacy
  filter, so integrations/{knowledge,memory,table}.mdx were deleted then
  regenerated without their manual intros every run. Both now honor a shared
  NATIVE_RESOURCE_BLOCK_TYPES set; intros reseeded.
- Trigger-only services (imap, circleback; category 'triggers') were likewise
  deleted each run; the canonical set now includes visible trigger-category
  blocks, the standalone writer preserves manual content, and their intros are
  reseeded.
- Mapped jsm -> jira_service_management, so JSM triggers merge into the JSM
  integration page instead of an orphan jsm.mdx (removed).
- Repointed lingering bare /tools links to /integrations; added missing
  pageType to integrations/index and building-agents/custom-tools.
Double-regen is now churn-free (idempotent) with all manual content intact.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs): recover staging's enriched Table doc + never drop manual content

The merge resolution deleted staging's relocated blocks/table.mdx, which carried
substantial enrichment our integrations/table.mdx (reseeded from the older
tools/ version) lacked: Creating Tables (column types/constraints), Filter
Operators, Combining Filters, Sort Specification, Built-in Columns, Limits, and
Notes. Recomposed integrations/table.mdx with that content — Creating Tables
inside the intro manual section, the reference tail in a notes manual section.

Generator fix uncovered en route: a manual section whose insertion anchor is
missing in the generated markdown (e.g. notes with no "## Notes" heading) was
silently dropped on regen. Unplaceable sections now append at the end instead —
manual content is never lost. Verified idempotent across double regeneration.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workspaces): de-philosophize the fundamentals prose

Rewrote in the plain register of the workflows overview: 'draws the boundary
for access' / 'Nothing crosses the boundary' / 'follow the same edge' become
direct statements (only members can access it; a workflow in one workspace
cannot read a table in another). '## The boundary' is now '## Access and
isolation'. All substance kept: every resource type, permission levels,
personal/organization/grandfathered kinds, deployments callout, VISUAL markers.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(docs): restore #blocks and #triggers anchors on the workflows overview

The editorial trim renamed '## Blocks' -> '## Kinds of blocks' and
'## Triggers' -> '## How a workflow starts', silently breaking the ten
/workflows#blocks and /workflows#triggers anchor links pointed there when the
old index pages were folded in. Pinned the original ids with explicit heading
anchors. Found by the comparative prose review.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: restore the genuinely useful reference bits the rewrite dropped

From the comparative prose review, restored in guidance register (no spec
dumps): temperature tiers on Agent (low/middle/high with ranges), loop/parallel
iteration references in the variables syntax-at-a-glance table, and a short
"Test it" section on the Webhook trigger (curl + check the run in Logs). The
fourth flagged loss (tag-resolver mechanics on connections) turned out to be
already covered — name normalization, case-sensitive paths, missing-output
behavior, and value formatting are all on the page; only the internal resolver
precedence chain was dropped, deliberately.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): rework the Agent intro — encyclopedia register

Replaced the flat opening with a denser, factual one (no metaphor): what the
block does, and its centrality stated as fact — 'Most workflows are built
around one or more Agent blocks.' The agent-vs-Agent-block disambiguation moves
from an info callout into a second paragraph on the block's role in building
agents. Dropped the now-unused Callout import.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(integrations): add the HubSpot setup guide for the Marketplace listing

Addresses HubSpot Marketplace review item A1: a public, HubSpot-specific setup
guide following their template — what the app does, install + connect through
the current flow (sidebar Integrations page -> HubSpot -> Add to Sim -> connect
dialog -> HubSpot OAuth), with real screenshots of each step and a placeholder
for the scope-approval shot; configure in a workflow (one-click skills/templates
+ the HubSpot block + trigger mode), use, disconnect (with data consequences),
uninstall from the HubSpot side, troubleshooting. Capability wording is by CRM
object rather than scope enumeration, so it stays accurate after the A2 scope
trim. Lives at /integrations/hubspot-setup, guarded as hand-written,
cross-linked from the HubSpot reference page's intro.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(integrations): rewrite the Integrations guide for the sidebar flow

Integrations moved out of Settings to a top-level sidebar page. Rewrote the
guide to the current journey: the Integrations page (Connected/Featured/search),
service pages with one-click skills and templates, + Add to Sim -> connect
dialog (display name + permissions) -> provider OAuth. Replaced the four
Settings-era screenshots with current captures (connect dialog illustrated via
HubSpot); block-side screenshots (account selector, manual credential ID) kept;
one VISUAL marker for the connection detail view pending a fresh capture.
Members/roles, credential-ID, reconnect/disconnect, email polling, and FAQ
substance unchanged apart from navigation.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: move Building agents directly after Workflows in the sidebar

The agent-building journey follows straight from workflows (blocks, triggers,
deployment) rather than after the tour of every resource type. Tables/Files/
Knowledge Bases/Logs now follow it. Meta-only reorder.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: fill the visual slots coverable by existing components

Six VISUAL markers filled with no new captures needed:
- building-agents overview: rendered the minimal lead-scoring agent
  (Start -> Agent with tool chips -> Response, Agent highlighted) as a
  WorkflowPreview (BUILD_AGENT_WORKFLOW)
- files guide: the read -> summarize -> write chain as a WorkflowPreview
  (FILE_SUMMARY_WORKFLOW)
- tables guide: the query -> classify -> write-back roundtrip as a
  WorkflowPreview (TABLE_ROUNDTRIP_WORKFLOW)
- choosing guide: the six-kind comparison grid as a markdown table
- knowledgebase guide: the Knowledge block's output as an OutputBundle
- workspace fundamentals: removed a duplicate nesting-diagram marker

42 -> 39 VISUAL markers remaining (screenshots + designed diagrams).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(components): run-inspector OutputBundle + lightbox with block inspector

Two visual-component upgrades, both mirroring the real app:

- OutputBundle is now a miniature of the run inspector: a Logs column (block
  rows with icon chips and durations, source selected) beside the Output panel's
  typed tree — keys with the app's type-badge semantics (string green, number
  blue, object gray, array purple, boolean orange), chevrons, indent guides,
  primitive values. Styling lifted from the terminal's structured-output.
  Dropped the "Read one value by name" footer (the prose teaches the tag).
  The three usages (data-flow, tables, knowledgebase) get real typed trees;
  data-flow's stale purple/gpt-4o example corrected en route.

- WorkflowPreview gains a lightbox + read-only block inspector: clicking a
  block (or the expand control) opens a 92vw/86vh overlay with zoom and pan,
  and a right-hand inspector panel showing the selected block's full
  configuration — canvas rows truncate, the inspector doesn't. Fields render as
  app-style controls (dropdown/textarea/input by heuristic) with dashed
  dividers, tool chips, and a Connections footer computed from the edges.
  Selection rings without dimming (new selectedBlock option in workflow-data).
  Esc/backdrop closes; body scroll locks while open.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: regenerate after staging merge — AppConfig joins integrations/

Staging's new AWS AppConfig integration (#4928) generated its docs into the old
tools/ layout; re-homed to integrations/appconfig.mdx (Actions heading, meta
entry) via the generator. tools/ stays deleted.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: redirect the retired tools/ and trigger URLs to integrations/

Revises the earlier fresh-start call: /tools/* are ~200 live, indexed URLs
referenced by deployed app versions' docsLink fields and marketplace listings,
so dropping them cold would 404 from the live product. next.config now 308s:
- /tools -> /integrations, /tools/:slug -> /integrations/:slug
  (custom-tools -> building-agents/custom-tools first)
- old /triggers/<service> -> /integrations/<service>, enumerated so the native
  trigger pages keep resolving; provider-slug mappings for jsm and the
  hyphenated Google/Microsoft slugs
- /blocks and /triggers index URLs -> the workflows overview anchors
Verified every class + native passthroughs against the dev server. Spec updated.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(getting-started): rewrite — current UI, cut the post-tutorial padding

The last old-guard page. Accuracy: Agent config now uses Messages (System/User
message) instead of the removed System Prompt/User Prompt fields, the default
model instead of GPT-4o, the banned 'no-code' phrasing is gone, the deploy card
points at /deployment, and frontmatter gets description + pageType. Weight: cut
the 'What You've Built' checklist, the 'Key Concepts You Learned' re-teach
section, the duplicate 'Resources' links, the Start-block hand-holding, and ten
dead icon imports; tightened every step preamble. 203 -> 113 lines with the
full 5-step tutorial, videos, and FAQ intact. (Videos still show the old UI
until the re-recording pass.)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: de-fluff the Tier-1 heavy pages (logging, mcp, passing-files, permissions)

From the exhaustive fluff audit, keeping all substance:
- logging: merged the duplicated Console/Logs-page structure, snapshot concept
  stated once instead of three times, cut the generic Best Practices, trivial
  tab walkthrough condensed. Frontmatter added.
- mcp: intro + "What is MCP?" generic bullets folded into two sentences, cut
  the Common Use Cases catalog and the verify-your-config Troubleshooting
  checklists, merged the twice-stated Refresh behavior, security kept as one
  real warning.
- passing-files: marketing opener replaced with a factual lead, fixed the stale
  retired-Vision-block reference (now Agent with a vision model), dropped the
  FAQ item that restated the block catalog verbatim.
- permissions: heading-restating intro replaced with the two-layer model, cut
  the three "Perfect for: stakeholders..." persona lines and the generic Best
  Practices section, dropped the FAQ restating the limits table.
- connectors: audit over-flagged it — the categorized support matrix, API-key
  table, and config examples are genuine reference; frontmatter only.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: tier-2 fluff trims (costs, enterprise, mailer, skills)

Conservative sweep from the audit, unambiguous cuts only: the costs CYA opener
and formula restatement, the enterprise marketing intro (now a functional
summary), mailer's restated convenience line and chat-upload comparison, and
skills' third restatement of progressive disclosure. Audit flags screened out
as misfires: mothership/tasks (immediate-vs-scheduled are two facts, not a
duplicate), self-hosting telemetry (real sizing data), and the recently
approved credential/HITL/workflow-block/trigger pages.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(skills): update to the Skills tab on the Integrations page + document import

Skills moved again — they now live on the Integrations page's Skills tab in the
workspace sidebar (the doc said "Open the Skills page"). Updated the create flow
(+ Add to Sim -> Add Skill dialog) with fresh screenshots of the tab and both
dialog tabs, and documented the previously-missing Import flow: upload a .md
with YAML frontmatter or a .zip containing SKILL.md, fetch from a GitHub URL, or
paste SKILL.md content (verified against the import route/component; name 64 /
description 1024 limits verified against the contract). Noted the curated
skills suggested on integration pages, cross-linked the Skills tab from the
Integrations guide, and refreshed the location FAQ. Mechanics (progressive
disclosure, load_skill, agent-block attachment) unchanged and still accurate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(building-agents): render the lead-scorer running example on choosing

The page narrated its running example through six sections without ever showing
it. Authored LEAD_SCORER_WORKFLOW (Start -> Enrich workflow-as-tool -> Function
reshape -> Agent with Search/Send Email/CRM tool chips -> Google Sheets append)
and rendered it after the intro, with highlightBlock re-renders in the three
sections that map to a node (deterministic block -> the Sheets append, agent
tool -> the Agent, workflow-as-tool -> Enrich) — the same pattern as the
workflows overview.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(tables): rewrite workflow columns around the real lead-scoring example

Rebuilt the page on the ai_startup_customers screenshots instead of captioning
them onto the old hypothetical: one running example throughout — Company Domain
fills domain, Company Info reads it into employee_count/description, Lead Score
Enrichment writes lead_score/priority/score_reasoning. Every section now
describes the actual UI: the grid with group headers, per-row run buttons, and
the 21-running toolbar; the Configure workflow panel (picker, column inputs,
output selection, Auto-run, Run after); the Company Info input/output mapping;
Not found cells explained where the screenshot shows them; the cascade section
describes the example itself. All placeholder markers on the page resolved.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: regenerate after staging merge — Slack trigger update + file block re-visible

Staging's mothership v0.2 (#4923) expanded the Slack trigger payload
(interactivity, slash commands: event_type, command, action_id/value/actions,
response_url, trigger_id, callback_id, ...) — regenerated so it lands on the
unified integrations/slack page; the old-layout triggers/slack.mdx from
staging's generator was dropped in the merge. The file block is visible again
upstream, so integrations/file.mdx is back in the catalog.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(tables): playbook prose pass on workflow columns + restore File block links

Workflow columns, against the docs-writing playbook: killed the banned
'Term — desc' bullets in the Configure list (term + verb form), restored the one
universal analog (spreadsheet macro), fixed the clipped 'On,/Off,' fragments,
replaced an invented <start.companyDomain> tag with the verified description,
and thinned em-dashes to four page-wide with no clustering. Also repointed
[File] block mentions back to /integrations/file now that the page exists again
(FileV5 is visible upstream); the Files-store links stay on /files.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(tables): per-row execution inspection on workflow columns

Two new captures: the cell menu (View execution, Re-run cell, row actions) and
the Log Details trace for a single row's run. New 'Inspecting a row's run'
section ties cell values to real, traceable runs; corrected the re-run guidance
now that Re-run cell exists (the page previously said Run all rows was the only
way to retry).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): drop the confusing 'order by hand' sentence

'You never set the order by hand' read wrong (wiring connections is setting it
by hand), and the replacement was over-explanation. The first sentence already
carries it: Sim works out the order from the connections.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): fix the over-claim about independent blocks

'Two blocks that don't depend on each other run at the same time' is wrong —
independent blocks at different depths run at different times. Concurrency
follows from readiness, not independence: blocks whose dependencies have all
finished run together. Reworded to say that, tied to the image's two agents.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): accuracy audit of how-it-runs against the executor

Verified every claim on the page against apps/sim/executor. One claim was
materially false: "a failed block stops its own path but leaves independent
paths running" — in the engine, an unhandled block failure sets the error flag
and stops scheduling entirely (in-flight blocks finish, nothing new starts);
only a connected error port routes the failure and keeps the run alive. Now
says that. Two imprecisions tightened: a join waits for every feeder *that is
going to run* (deactivated-branch feeders don't hold it up, per the
edge-manager cascade), and Loop also repeats while a condition holds. Confirmed
accurate: per-block readiness scheduling (readyQueue + race, not layers),
branch-skip cascade and empty tags, the 25-hop call-chain cap.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(logs): real captures on the overview + prose matched to the UI

The logs-debugging overview had six visual placeholders and no visuals. Three
real captures placed: the workspace Logs page as the hero (rows with status,
credits, trigger, duration), Log Details' Trace tab at the blocks section (the
CRM sync run's spans, with a one-line read of where the time went), and the
editor's live run console at the input/output section. Prose corrected to what
the UI shows: cost is in credits, failed runs are badged Error (dropped the
five-state enum the list doesn't display), and the Trace tab is named. The
row-anatomy marker is covered by the hero; the two designed-diagram markers
(debug-loop flowchart, failed-vs-success comparison) remain.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): one reference syntax, named sources — untangle variables vs connection tags

An exhaustive sweep of "connection tag" found the docs asserting both that a
workflow variable is a connection tag (response.mdx used it as the umbrella for
all angle-bracket references) and that it isn't (variables.mdx). Ruled the
narrow definition canonical — a connection tag reads a block's output; the name
follows the connection — and restructured around the real model:

- variables.mdx: new "One syntax, named sources" section states that everything
  in angle brackets is one mechanism whose first segment names the source, with
  the load-bearing fact stated plainly: `variable` is literal, a connection tag
  starts with the block's own name. The syntax table drops the redundant
  dot-notation row, gets one row per source, and is ordered by resolution
  precedence with the order explained beneath it (absorbing the old Name
  conflicts section). The credentials pointer folds into the env-var section;
  trimmed the "never appears in outputs" overclaim.
- response.mdx: no longer calls a workflow variable a connection tag.
- connections.mdx: the owner page closes the loop — same syntax also reads
  variables and loop/parallel context; a connection tag is the block-output case.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): verify the reference model against the resolver; fix one imprecision

Checked every claim in the new 'One syntax, named sources' section against
apps/sim/executor/variables: resolver chain order is Loop -> Parallel ->
WorkflowVariables -> Env -> Block (matches the table); 'variable'/'loop'/
'parallel' are literal prefixes (REFERENCE.PREFIX); block names normalize via
toLowerCase + strip spaces; an unmatched reference is genuinely left in place
(resolver returns undefined -> the replacer emits the raw match). One claim
tightened: {{KEY}} is a different syntax and can never collide with
angle-bracket references, so the precedence sentence now scopes collisions to
the angle-bracket sources with a concrete example (a block named 'variable').

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(building-agents): workflow-as-tool is agent-decided, not the Workflow block

The choosing page defined workflow-as-tool as the Workflow block (path-decided),
contradicting its own name and the comparison table's premise. Verified against
the product: workflow_executor is an agent tool — you pick the workflow in the
Agent block's tool list, the model decides when to call it and supplies the
inputMapping (user-or-llm), inputs arrive at the child's Start trigger.

Rewritten agent-first: the section defines it as a workflow handed to an agent
as one callable tool, the lead scorer gains a Deep Enrich workflow tool chip on
the agent (diagram updated), and the deterministic Workflow block becomes the
explicit contrast in a callout — same child workflow, the difference is who
decides, mirroring the block/agent-tool contrast. Table row corrected to
"The agent"; the summary paragraph follows.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: theme-aware previews + enrichments vs workflow groups split

Light-mode support for every preview component (WorkflowPreview canvas, nodes,
containers, edges, lightbox, BlockPreview, OutputBundle, BlockInspector): a
wp-scope token block in the docs global stylesheet whose values mirror the OG
repository's globals.css in both modes (surfaces, borders, --workflow-edge,
text tiers, the --badge-* type-badge palette). Every hardcoded hex swapped to a
--wp-* var; brand colors, selection blue, and error red stay literal.

tables/workflow-columns: separated the two group kinds per the contract's
workflowGroupType enum ('manual' | 'enrichment'). New "Two kinds of groups"
section opens with the + New column menu capture (Enrichments above the types,
Workflow below); Enrichments documented from the code-defined registry (company
domain, company info, email verification, phone number, work email) including
the provider-cascade behavior that produces Not found cells; the Company Info
panel capture is now correctly labeled as an enrichment config; workflow groups
keep the Configure workflow panel. Shared machinery generalized under "How
groups run"; the cascade section names which stage is which kind; the two
portrait screenshots render smaller.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(tables): don't enumerate the enrichment catalog; don't assert a group's kind

Two corrections on workflow columns: the prose no longer lists the enrichment
catalog (growable, not procedurally tracked — it now describes the category and
points at the Enrichments panel; the provider-cascade/Not-found explanation
stays, it's behavior not catalog), and the page no longer asserts which kind
the example's Company Domain / Company Info groups are (Company Info may be a
user-built workflow, not the built-in). The input/output bindings capture moved
to "How groups run" as the kind-agnostic illustration; only Lead Score — whose
panel shows the workflow picker — is named as a workflow group.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(components): per-branch source handles — conditions and routers finally branch

WorkflowPreview's node only ever had one header source handle, so every
condition/router example fanned both edges out of a single point and never
showed the if/else rows the real canvas (and the BlockPreview hero specs)
render. PreviewBlock now supports `branches` (each rendered as a row with its
own right-edge source handle, id `branch-<id>`) and `showError` (red error
handle), mirroring the executor's per-branch condition-true/condition-false and
router-<route> handle model. A block with branches emits from them, not the
header.

Every affected example rewired (13 workflows): the three condition examples,
status-per-branch, credential routing, and the webhook-trigger check route
their edges through branch-if/branch-else with the expression on the If row and
an explicit else; the three router examples list their actual routes as branch
rows (Sales/Support/Billing, Product/Bug report, Enterprise/Self-serve); the
terminal gates (variables retry, evaluator gate, the three guardrails gates)
show dangling if/else branch rows like the canvas does.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(components): inspector shows branch rows

Moving condition expressions from rows into branches emptied the lightbox
inspector for condition/router blocks — it only mapped rows to fields. Branches
now map too: each branch renders as a field (If with its expression as code,
else as an empty control, router routes by name).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(components): branch handle ids match the app's workflow representation

Verified against the source after the branch-handles work: the canvas emits
condition-${cond.id} handles per condition row (workflow-block.tsx) and Router
V2 uses router-${routeId} port handles, and edges carry those ids as
sourceHandle — the docs' invented branch- prefix was a gratuitous divergence
that the planned fromWorkflowState() adapter would have had to translate. The
node now uses the authored branch id as the handle id directly, and every
example authors ids in the app's own scheme (condition-if/condition-else,
router-<route>), so example edges now match real workflow edges verbatim.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: agent skills mint /integrations/ docs links and describe the new output

The add-integration/add-block/validate-integration skills — what Claude Code
follows when integrations land on staging — still taught the old layout:
docsLink templates pointing at docs.sim.ai/tools/{service} and 'generates
tools/{service}.mdx'. Updated so that once this PR merges, the instructions on
staging produce the new way by themselves: /integrations/ docsLinks, the
per-service page description, and the don't-hand-edit/manual-content pointer.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): execution semantics, not simultaneity

The concurrency section drifted into 'run at the same time' framing across two
accuracy passes — but the semantics are non-blocking execution: a block starts
the moment its dependencies finish and waits on nothing else. Section retitled
'Blocks run as soon as they can', the rule stated in two plain sentences, the
duplicated pre-image example narration gone (the post-image caption carries it).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): errors are execution semantics — own section on how-it-runs

Failure behavior was buried inside 'Watching a run' (the live-UI section). Now
a first-class 'When a block fails' section in the execution story: an error
fails the run (in-flight blocks finish, nothing new starts) unless the block's
error port is connected, in which case the run follows the error path.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: data-driven additions from the platform-metrics read

Three targeted edits from the sim-internals analysis, each carrying an inline
{/* why */} provenance comment so future editorial passes know the data behind
it:

- workflows/how-it-runs gains "How long a run can take" — run timeouts are the
  only hard-error class provable at scale (2,415 five-minute timeouts in 14
  days); limits verified in lib/core/execution-limits/types.ts (5 min free /
  50 min paid sync, 90 min async, env-overridable).
- getting-started gains an "if the run doesn't go green" callout at the Test
  step — the largest funnel drop is created-workflow -> first-successful-run
  (92% -> 49%), and this is the stall point.
- function/api Best Practices: the existing error-path bullets get a guard
  comment (<1% of deployed workflows connect an error port — under-adopted,
  not under-needed) instead of duplicate bullets.
- visuals manifest: capture priority reordered by integration adoption
  (Sheets, Gmail, Telegram, WhatsApp, ...).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: regenerate after staging merge (integration validation batch + Gong tools)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: rename Building agents -> Agents; URLs match the settled IA

The section's pages now live where the sidebar says they do:
building-agents/ -> agents/, and the stray top-level /mcp and /skills fold in
as /agents/mcp and /agents/skills (they were always part of the agents story —
the URLs predated the IA settling). Sidebar section header is now "Agents",
link labels updated, and every old URL 308s: /building-agents(/*) -> /agents(/*),
/mcp, /skills, plus the existing capabilities/ and tools/custom-tools redirect
destinations retargeted. Verified: all five new pages render and every old-URL
class redirects correctly.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(workflows): connections gets its video, an FAQ, and accurate output examples

The reorg dropped two things from the old tags page that belonged on the
connections reference: the connections.mp4 walkthrough (restored after the
intro) and the FAQ (rebuilt in the robust JSX form — resolver order, name
normalization, env-var syntax pointer, didn't-run behavior, array indexing,
Function-block formatting; answers aligned with the since-verified resolver
facts, including unmatched-references-left-in-place).

Editorial/accuracy pass on the output-shape tabs while in there: stale gpt-4o
and gpt-5 examples now claude-sonnet-4-6, the Agent tokens shape corrected to
the verified { input, output, total } (the page contradicted blocks/agent), and
the dubious cost: [] line dropped — the example now matches the real run
inspector.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: regenerate after staging merge — sim trigger, enrichment + logs blocks, re-shown DB integrations

Staging's #4941 added the Sim workspace-event trigger (hand-written page adopted
into Core Triggers), the Enrichment and Logs blocks (category 'blocks' — added
to NATIVE_RESOURCE_BLOCK_TYPES so they live in the integrations catalog like
table/knowledge/memory), and re-categorized mysql/postgresql/sftp/smtp/ssh back
to visible tools (their pages return to the catalog). Generator sets merged as
the union of both sides (sim in HANDWRITTEN_TRIGGER_DOCS + SKIP_TRIGGER_PROVIDERS,
enrichment in the icon allowlist).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: regenerate after staging merge (CodePipeline); suppress sim trigger from catalog

The native Sim workspace-event trigger is documented at triggers/sim — the
block writer no longer emits an integrations page for it (skip + canonical-set
exclusion). CodePipeline (#4945) lands in the catalog in the Actions format.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(blocks): cross-link the Memory block from the Agent memory section

Final loss audit found the old page's pointer from built-in agent memory to the
standalone Memory block had been dropped; one line restores it.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: URLs now mirror the sidebar — sections own their pages

Every page lives at a path matching its meta.json section, done now while none
of these URLs are publicly live (the last free window before merge):

- Workflows owns its accordions: /blocks/* -> /workflows/blocks/*,
  /triggers/{start,schedule,webhook,rss,table,sim} -> /workflows/triggers/*,
  /deployment/* -> /workflows/deployment/*
- Mothership owns Mailer: /mailer -> /mothership/mailer
- Workspaces & Access folds into Platform, sequenced concept-first with the
  reference tail last: /platform/{workspaces,organization,permissions,
  credentials,costs}, then platform/self-hosting/*, platform/enterprise/*
  (from /workspaces/fundamentals+organization, /permissions/roles-and-
  permissions, /credentials, /costs, /self-hosting/*, /enterprise/*)

All internal links swept (0 broken in a full-tree resolver sweep), root
meta.json repointed, and every previously-live URL 308s to its new home —
including retargeted destinations of existing redirects so chains stay
single-hop (verified: /execution/chat reaches /workflows/deployment/chat in
one hop), and the native-trigger rule ordered after the enumerated
integration-trigger redirects so /triggers/gmail still reaches
/integrations/gmail. Production build passes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: untrack .plans/ (local agent planning files)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(preview): tool chips use the EMCN ChipTag chrome

The canvas previews' tool chips were ad-hoc (5px radius, header surface, plain
border). The app's canonical chip chrome is the ChipTag family: 20px tall,
rounded-md, px-1, gap-1.5, --surface-5 light / --surface-4 dark with an inset
--border-1 ring and --text-body label. Mirrored those values into --wp-chip-*
tokens (both modes) and restyled the chip; the integration's brand-color icon
square stays, sized to the chip.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore(blocks): one-time shift of all docsLinks to the new docs URLs

Block definitions are the patterns coding agents copy from, so redirects alone
leave new blocks minting dead conventions. Every docs.sim.ai link in apps/sim
now points at the final URL scheme: /tools/<slug> -> /integrations/<slug>
(433 links), /blocks/<core> -> /workflows/blocks/<core> (knowledge/enrichment/
logs -> /integrations/*), native /triggers/* -> /workflows/triggers/*,
/mcp -> /agents/mcp, /self-hosting + /enterprise -> /platform/*, plus the
llms.txt listings and the blocks.test.ts assertions.

Verified every rewritten target against the docs tree: all resolve except ten
hidden blocks (vision, spotify, thinking, tts...) and a2a whose links were
already dead pre-reorg — no regressions introduced.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: ignore .plans/ (local agent planning files)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(files): align every File-block claim with the shipped file_v5 block

Accuracy audit against apps/sim/blocks/blocks/file.ts (FileV5Block, the visible
block) and tools/file/*:

- The block has FIVE operations, not four — Get Content was missing entirely.
- Read outputs file objects only; the page claimed it also returned extracted
  text. Text comes from Get Content (contents, per file) or Fetch
  (combinedContent) — table, prose, and the Fetch callout corrected.
- Functions CAN read files: sim.files.readText/readBase64 exist in the sandbox
  (isolated-vm-worker.cjs), so "doesn't reach into workspace storage" is gone;
  the section now teaches Get Content text or sim.files on the file object.
- Workspace file IDs are wf_<shortId> (workspace-file-manager.ts:511), not f_.
- Stale "such as Claude or GPT-4o" vision parenthetical dropped.
- "File block reference" card pointed at /files (the section overview); now
  /integrations/file.
- FILE_SUMMARY example agent consumed <file.combinedContent>, which Read never
  produces — now binds the file object to the Files input.
- passing-files.mdx: combinedContent scoped to Fetch, contents documented.

Verified intact: Write's numeric-suffix collision behavior, Fetch's auth
headers, Append-by-name, and the file-object shape.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: keyboard-shortcuts audited against the command registry; cut legacy workspace detail

Every binding verified against commands-utils.ts (the global registry),
workflow.tsx, and table-grid.tsx. Three fixes: tables Mod+A (select all rows)
doesn't exist — the real bindings are Shift+Space (select row, was misworded
as a toggle) and the undocumented Mod+Space (select column); the global
Mod+Shift+A row conflated two commands — add-agent (Mod+Shift+A) and
add-workflow (Mod+Shift+P) are separate. All 29 other documented shortcuts
confirmed accurate, including tables clipboard (native copy/cut/paste events)
and Mod+Y redo (tables only — correctly absent from the workflow editor
section).

Also drops the grandfathered_shared workspace paragraph — internal billing
taxonomy, not something a reader can act on.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: apply Theodore's accuracy feedback

- getting-started: workflow creation is the + button next to Workflows in the
  sidebar (no "New Workflow" button exists); Exa/Linkup no longer need
  user-supplied API keys on hosted Sim (apiKey is hideWhenHosted in the Exa
  block) — step and FAQ updated.
- workflows overview: chat and API are entry points of the Start trigger, not
  separate triggers — the "swap in a chat/API trigger" sentence now matches
  triggers/start's own model.
- variables: names cannot contain periods — the resolver reads everything
  after the first dot as a path into the value (executor/variables/resolvers/
  workflow.ts splits on dots) — constraint now stated where name normalization
  is taught.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: Python sandbox package list (verified) + agent/agents cross-linking

Function block: the Python callout's "common packages like matplotlib" becomes
the actual package list, grouped by use. Sources verified 2026-06-10 and cited
in an inline provenance comment: E2B's code-interpreter template requirements
(the base Sim's mothership-shell template builds from) plus Sim's three pip
additions (awscli/yq/csvkit, per the copilot repo's template.ts via
sim-internals). Versions omitted so the list doesn't rot on routine bumps.

Agent surfaces deduplicated by direction: blocks/agent's Tools section now
links custom tools and MCP and points at the Agents concept page for tool
sourcing; agents/index drops its duplicated Auto/Force/None enumeration in
favor of the block reference, which owns config mechanics.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 18:39:57 -07:00
Vikhyath MondretiandCursor 6abcf82db2 feat(workflows): sim trigger, logs v2 block, toolbar renaming (#4941)
* feat(workflows): sim trigger, logs v2 block, toolbar renaming

* fix(review): bound rule queries, canonical logs params, watched-workflow SQL scoping

Code-review fixes: read the canonical workflowIds param in logs_v2 (the
serializer deletes the source pair ids), aggregate failure-rate in the DB
and switch rule windows to the indexed startedAt column, clamp rule config
to the legacy contract bounds, push no_activity watch scoping into SQL
before the LIMIT, fix the generated sim icon-map key, normalize docs
wording, and drop dead exports.

Co-authored-by: Cursor <cursoragent@cursor.com>

* address comments

* fix(review): integer rule rounding, success-gated workflow labels, display module hygiene

Second-pass review fixes: round integer rule fields so fractional input
never reaches SQL LIMIT, gate workflow-name readiness on a successful
non-placeholder load in both editor and preview (errored loads mislabeled
valid workflows as deleted), lazily read the variables store in preview
rows, move the filter-field JSON preview into the shared display module
and unexport its single-consumer helpers, and align >= boundary copy
(failure rate, error count, cooldown window) with implementation.

Co-authored-by: Cursor <cursoragent@cursor.com>

* chore: sync lockfile after staging merge

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(workspace-events): keyset-paginate the no_activity subscription scan

A fixed LIMIT 500 with no ORDER BY silently starved subscriptions beyond
the cap once the global count exceeded it. The poll now pages by webhook
id so every subscription is visited each cycle; pagination bounds memory,
not total work.

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(workspace-events): keyset-paginate the watched-workflow scan

The 500-row LIMIT silently and deterministically excluded high-id
workflows from no_activity coverage in watch-everything subscriptions on
large workspaces. The scan now pages by workflow id, mirroring the
subscription scan; per-workflow checks move into a helper so the
pagination loop stays flat.

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(workspace-events): skip no_activity subscriptions on the execution-completion path

no_activity is poller-owned and can never fire from a completed execution,
but it passed into the rule branch and cost a pointless cooldown point-read
per subscription on the hottest path. Early-continue alongside the
workflow_deployed guard.

Co-authored-by: Cursor <cursoragent@cursor.com>

* docs(sim-trigger): note failure-based alert conditions evaluate on failed runs

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(blocks): recategorize Data Enrichment as a core block

It's a Sim-native capability (registry enrichments over a managed provider
cascade, like Search), not a third-party integration. Moves it to Core
Blocks in the toolbar, out of the integrations catalog, and relocates its
docs page to blocks/ with the icon-map allowlist keeping the docs card icon.

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(blocks): recategorize MySQL, PostgreSQL, SFTP, SMTP, SSH as integrations

External-system connectors with host/credential auth belong under
Integrations, not Core Blocks — consistent with MongoDB, Redis,
ClickHouse, and the other datastore integrations. They already carried
integrationType and /tools docsLinks; the regenerated docs pages turn
those previously-dangling links into real pages, and the blocks join the
integrations catalog and icon maps.

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-10 11:04:12 -07:00
Waleed a72e35e2f4 feat(sendblue): add Sendblue iMessage/SMS integration with tools and triggers (#4917)
* feat(sendblue): add Sendblue iMessage/SMS integration with tools and triggers

* fix(sendblue): address review — status-aware webhook dedup, shared routing map, uniform output casing, api-key authType

* fix(docs-gen): skip nested array `items` descriptor in tool input tables

* chore(sendblue): use SendblueSendStyle type, trim URL identifiers

* fix(sendblue): keep is_outbound routing map local to the webhook handler

Avoids a webhook-providers -> triggers cross-subgraph import (single source
of truth in the handler, its only runtime consumer).

* fix(sendblue): remove invalid `tags` from block config (belongs on BlockMeta)
2026-06-08 19:41:09 -07:00
0075ab9cf6 improvement(platform): remove tour, simplify sidebar/header, drop loading skeletons (#4354)
* improvement(platform): workspace UI/UX overhaul + integrations catalog

Rework the workspace around the AI-workspace model: a Mothership home, a
top-level Skills route, connected-credential and integration-detail pages,
and a polished sidebar/settings surface. Replace the notifications store
with a unified toast system (provider-level dismiss/pause, countdown ring).

Integrations & catalog:
- Add a BlockMeta layer (tags + catalog templates) scoped to catalog-visible
  integrations; every catalog integration carries >=7 grounded templates.
- Rework the taxonomy: each block declares category tools|blocks|triggers.
  3rd-party services are 'tools'; first-party primitives (postgres, mysql,
  knowledge, file, search, stt/tts, image/video generators, thinking, etc.)
  are 'blocks'. Versioned blocks follow the upgrade paradigm (old hidden,
  latest in toolbar/docs).
- Generate integrations.json + tool docs canonically from block configs.

Architecture & cleanup:
- Consolidate block data extraction behind a single latest-version strategy
  (getCanonicalBlocksByCategory; version-consistent getBlockMeta).
- Unify version-suffix handling in @sim/utils/string (stripVersionSuffix /
  isVersionedType, with tests); registry, generate-docs, tools/utils, and
  integrations all route through it.
- Repair latent broken barrels, remove dead code, fix BlockMeta-related type
  errors and 5 broken docs links.

Behavior-preserving for block execution and the toolbar's tool/block listing.

* refactor(platform): remove forms, templates, and creators features

Remove three standalone features and their supporting code:
- Forms: form-deployment pages, API routes, execution path, and docs.
- Templates: the template gallery (landing + workspace) and template APIs.
- Creators: creator-profile routes and contracts.

Add a super-user permissions module (lib/permissions/super-user) and an
organizations API contract; update the audit/db/testing packages, billing,
and the session/theme providers accordingly.

* test(workflows): update archiveWorkflow update count after forms removal

The forms feature was removed, dropping the form-table update from
archiveWorkflow. Update the stale assertion from 8 to 7 tx.update calls.

* upgrade

* improvement(knowledge): polish tag filter dropdowns (#4816)

* improvement(logs): object storage backed tracespans (#4787)

* improvement(logs): obj storage backed tracespans

* fix storage write context

* fix tests

* address comments

* address comments

* chore(db): remove migration 0219 to regenerate after staging merge

Drops the 0219_robust_shard SQL, its snapshot, and the journal entry so the
trace-spans/cost schema migration can be regenerated on top of the latest
staging migration chain (avoids a number collision with staging's migrations).

Co-authored-by: Cursor <cursoragent@cursor.com>

* improvement(billing): accurate per-member usage via shared ledger helper

Per-member/per-user usage in the org-member routes now adds the usage_log
ledger to the currentPeriodCost baseline (which is no longer incremented),
via a shared getOrgMemberLedgerByUser helper to avoid repeating the
subscription→period→ledger lookup across the admin and member-facing routes.

Co-authored-by: Cursor <cursoragent@cursor.com>

* regen migrations

* update migration

* address comments

* more code cleanup

* incorrect type cast

---------

Co-authored-by: Cursor <cursoragent@cursor.com>

* improvement(providers): harden OpenAI-compatible providers + add tests (#4796)

* improvement(providers): harden OpenAI-compatible providers + add tests

* fix(vllm): let tool-loop errors propagate instead of returning silent partial success

* fix(litellm): force tool_choice 'none' on final structured-output call

The deferred final call used tool_choice 'auto', so the model could emit
another tool_calls round instead of the structured answer, leaving content
stale. Use 'none' (matching vLLM/Fireworks) on both the streaming and
non-streaming final calls so the model must return the structured response.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(providers/ollama): drop tools from post-tool streaming call

Ollama ignores tool_choice (not in its supported fields), so vLLM/Fireworks'
tool_choice:'none' guard is a no-op here. Omit tools from the final streaming
payload instead so the summarization turn can't emit dropped tool calls.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(litellm): spread payload into deferred final call so reasoning_effort carries over

The non-streaming deferred finalPayload hand-picked fields and dropped
reasoning_effort (and any future payload field), diverging from the streaming
path which spreads ...payload. Spread payload here too for consistency.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* chore(providers/ollama): restore enrichment TSDoc block

Keeps parity with sibling Chat Completions providers (cerebras/mistral/xai).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs(fireworks): restore TSDoc on utils helpers

Restore the TSDoc blocks on supportsNativeStructuredOutputs,
createReadableStreamFromOpenAIStream, and checkForForcedToolUsage —
TSDoc is the codebase documentation standard and should not have been
stripped.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* chore(litellm): remove inline rationale comments (codebase uses TSDoc)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* chore(providers/ollama): drop orphaned enrichment TSDoc

The block documented a function that now lives in trace-enrichment.ts, so it
documents nothing in this file.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* chore(copilot): deprecate mcp server (#4797)

* chore(copilot): deprecate mcp

* update error codes

* deprecate copilot api v1 route

* feat(integrations): hosted API keys for Findymail, Prospeo, and Wiza (#4777)

* feat(integrations): hosted API keys for Findymail, Prospeo, and Wiza

Add hosted-key support across all credit-consuming Findymail, Prospeo, and Wiza operations so Sim provides the key when a workspace has not brought its own. Register the three BYOK providers, consolidate Wiza's two-step reveal into a single polling wiza_individual_reveal op, and hide the API key field on hosted Sim for hosted operations.

* fix(integrations): harden Wiza reveal polling, soften enrichment getCost guards

Address Greptile + Cursor Bugbot review on #4777: return explicit failures from the Wiza individual_reveal poller instead of throwing (thrown errors were swallowed into a false queued success), short-circuit when the initial reveal is already terminal, tolerate transient 5xx/429 during polling, and return 0 (not throw) from Findymail getCost when the contacts/employees array is absent.

* chore(integrations): biome formatting after wiza merge resolution

* fix(wiza): type isTerminalReveal param structurally for next build typecheck

* feat(enrichments): add Findymail, Prospeo, Wiza to work-email waterfall

* feat(enrichments): add Wiza + Prospeo phone reveal to phone-number waterfall

* feat(enrichments): opportunistic identifiers + LinkedIn URL input across work-email & phone cascades

* fix(tables): reduce column header chevron size and fix sidebar shadow bleed (#4800)

* feat(slack): add install + privacy section to integration landing page (#4799)

* feat(slack): add install + privacy section to integration landing page

Adds a hand-authored, slug-keyed landing-content module (separate from the generated integrations.json so it survives regeneration) and renders an install walkthrough + privacy-policy link on integration pages when present. Also refreshes generated docs (data-enrichment entry, icon mappings, tool mdx).

* fix(landing): render privacy section independently, align CTA analytics label

* docs(landing): clarify the Slack install button is behind sign-in

* refactor(landing): bake integration landing content into generated json via docs-gen

Moves landing content (install walkthrough + privacy) out of a render-time augment and into the generation pipeline: generate-docs reads the pure-data content map and writes landingContent into integrations.json, so the page reads a single source (integration.landingContent). Canonical types live in integrations/data/types.ts.

* improvement(enrichments): align enrichments sidebar with design system (#4801)

* improvement(enrichments): align enrichments sidebar with design system

* fix(enrichments): consistent close button pattern and fix url link hover

* fix(misc): upgrade path change for new better-auth version, billing issue for workflow block agent usage (#4803)

* fix(misc): upgrade path change for new better-auth version, double-billing for workflow block agent usage

* fail loudly if stripe sub id missing

* fix(copilot): seq migration (#4804)

* chore(db): drop redundant idx_webhook_on_workflow_id_block_id index (#4809)

Removed because (workflow_id, block_id) is a left-prefix of idx_webhook_on_workflow_id_block_id_updated_at_desc, which fully covers it. The dropped index was non-unique and enforced no constraint.

* perf(copilot): read chat transcripts from copilot_messages (R+1 cutover) (#4808)

* perf(copilot): read chat transcripts from copilot_messages, not JSONB

Flip user-facing chat reads from the legacy copilot_chats.messages JSONB
array (5.7GB, 99% TOAST) to the normalized copilot_messages table via a
new loadCopilotChatMessages helper ordered by seq NULLS LAST, created_at,
id — the verified canonical order. Both chat-detail getters
(getAccessibleCopilotChat, getAccessibleCopilotChatWithMessages) now drop
the messages column from their metadata select (no more whole-array
detoast on every load) and assemble the transcript from the table after
authorization. This cascades to the copilot + mothership GET endpoints
and to resolveOrCreateChat's conversationHistory (the LLM payload).

The normalize/effective-transcript pipeline is source-agnostic
(copilot_messages.content == a JSONB array element), so transcripts are
byte-identical. Dual-write and the JSONB column stay in place as the
internal-logic source and fallback; removing JSONB writes is a later step.

Prod integrity verified before cutover: 0 messages missing, 0 NULL-seq,
0 dup keys/seq, 0 orphans, order-parity vs JSONB = 0 mismatches.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* test(copilot): cover auth-deny on a found row skips the messages query

Address PR review: exercise the `if (!authorized) return null` contract —
when the chat row exists but authorization fails, the getter returns null
and never issues the copilot_messages read.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* fix(tables): right-align run/stop in embedded toolbar; workflow cells format like normal cells (#4806)

* fix(tables): right-align run/stop in the embedded table toolbar

Add a right-aligned `trailing` slot to ResourceOptionsBar and move the embedded
mothership table's run/stop control into it, so Filter + Sort stay left-aligned
and run/stop sits opposite on the right. No-op for the search-bearing consumers
(logs, resource list), which don't pass `trailing`.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(tables): workflow-output cells format values like normal cells

Workflow-output columns short-circuited in resolveCellRender and rendered their
value as plain text, so a sim-resource URL / external URL / JSON / date produced
by a workflow never got the chip, favicon link, or typed formatting a normal
cell gets. Factor value formatting into a shared `resolveValueKind` helper used
by both the workflow-value branch and the plain-cell branch; the workflow branch
keeps the typewriter reveal for plain streaming text via a `typewriter` flag.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(tables): detect resource/URL links on workflow output regardless of column type

Workflow output columns default to `json` (columnTypeForLeaf), so routing their
values through the type-based formatter (a) gated chip/URL promotion behind
`column.type === 'string'` — a URL produced by a json-typed output never became
a chip — and (b) JSON.stringify'd plain string values, adding quotes and losing
the typewriter reveal. Detect links (sim-resource chip / favicon URL) on the
value string directly for workflow outputs, falling back to the plain `value`
kind; plain cells keep the type-based formatting. Addresses Greptile P2 on #4806.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(icons): repair broken integration icon rendering (#4810)

* fix(icons): repair broken integration icon rendering

Two distinct bugs left integration icons broken on the /integrations page
(visible at 32-40px, hidden at the toolbar's 16px):

1. Corrupted SVG paths (Notion, Greptile, Granola, Calendly, Grafana, Bedrock):
   over-minified data dropped elliptical-arc flag digits (e.g. `A1 1 0 5.9 7`
   instead of `A1 1 0 0 0 5.9 7`); Granola's cubic stream was truncated. Browsers
   abort path parsing at the first invalid arc flag, so each rendered as a fragment
   or blank. Replaced with correct path data from canonical sources, preserving each
   icon's existing fill/gradient and bgColor.

2. Invisible glyph (Bright Data): its icon uses fill='currentColor' but bgColor was
   '#FFFFFF', and every surface forces text-white on the glyph - white-on-white.
   Changed bgColor to Bright Data's brand blue (#3d7ffc) so the white glyph reads,
   matching the white-glyph-on-brand-chip convention.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(icons): restore Calendly dual-tone brand colors

Addresses review feedback: the previous fix replaced the broken Calendly icon
with a monochrome #006BFF path, dropping the cyan #0ae8f0 accent from the
original dual-tone mark. Restored the two-tone logo (blue + cyan) using clean,
valid path data, cropped to a tight square viewBox so it fills the chip.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* improvement(icons): enlarge icons, fix Zoom contrast and Quiver chip

- Zoom: glyph was blue-on-blue (#0B5CFF on #2D8CFF chip); switched to
  currentColor so it renders as a white glyph on the blue chip.
- Quiver: chip bgColor #000000 -> #FFFFFF to match the icon's near-white box,
  and enlarged the mark slightly (viewBox crop).
- Enlarged (tightened viewBox, verified no clipping): RevenueCat, Prospeo,
  Granola, Firecrawl, Enrich.so, and the AWS icons (RDS, DynamoDB, SQS,
  CloudFormation, Athena, CloudWatch, SES, Bedrock, S3).
- ZoomInfo left unchanged: it is a full red rounded-square logo that already
  fills its frame, so a crop would clip it.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(icons): use Bright Data wordmark on white chip; repair Circleback

- Bright Data: replaced the flame glyph with the official two-tone 'bright data'
  wordmark (provided asset), centered in a symmetric viewBox. Reverted the chip
  bgColor from #3d7ffc to #FFFFFF since the blue wordmark is invisible on a blue
  chip (the wordmark is designed for a light background).
- Circleback: a minifier had rounded the pattern's image scale to scale(0),
  collapsing the embedded logo to zero size (invisible). Restored the correct
  scale (1/280 = 0.00357142857) so the C. mark renders.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(docs): sync Quiver block color card to white chip

Reflects the Quiver bgColor change (#000000 -> #FFFFFF) in the docs block info card.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* improvement(icons): enlarge AWS/Cloudflare/Dagster icons, fully white Zoom

- Enlarged (tighter viewBox, render-verified, no clipping): Cloudflare, Dagster,
  and the red AWS icons AWS IAM, Identity Center, Secrets Manager, SES, STS.
  Identity Center was anomalously small (filled ~32% of its frame); the group is
  now sized consistently (~80% fill).
- Zoom: the camera lens triangle was still #0B5CFF (blue-on-blue); switched it to
  currentColor so the whole camera renders white on the blue chip.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs(wiza): consolidate individual reveal into a single operation

Merges the separate Start/Get Individual Reveal operations into one Individual
Reveal operation in the Wiza docs and integrations data (operationCount 5 -> 4).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* improvement(icons): size remaining AWS icons to match the set (~80% fill)

Bring RDS, DynamoDB, SQS, CloudFormation, Athena, CloudWatch and S3 up to the
same ~80% fill as the AWS IAM/Identity Center/Secrets Manager/SES/STS group, so
all AWS icons are visually consistent. Bedrock left as-is (already ~92% fill).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(icons): use Bright Data flame mark, enlarge ZoomInfo

- Bright Data: the full 'bright data' wordmark was illegible at chip size.
  Replaced with just the flame-'i' brand mark (blue #4280f6 on the white chip),
  centered.
- ZoomInfo: cropped the viewBox toward the white 'Zi' so it's larger; the red
  rounded-square background still fills the chip.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* improvement(icons): enlarge CrowdStrike icon

The falcon mark sat small in its chip because the icon used a wide 768x500
viewBox (letterboxed in the square chip). Switched to a square viewBox centered
on the mark so it fills ~80%, consistent with the other icons.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* fix(tables): serialize schema mutations to prevent parallel column clobber (#4812)

* Make workflow description nullable

* fix(tables): serialize schema mutations to prevent parallel column clobber

* fix(tables): load workflow outside schema lock; use DbOrTx for getTableById

* fix(tables): scale idle timeout in updateColumnType to avoid aborting large type changes

* fix(tables): skip stale remap types when workflowId changes concurrently

* fix(tables): scale idle timeout in updateColumnConstraints for large tables

* fix(wait): resume live/draft async waits and preserve cell context on chained waits (#4814)

* Make workflow description nullable

* fix(wait): resume live/draft async waits and preserve cell context on chained waits

* improvement(knowledge): polish tag filter dropdowns

* improvement(knowledge): soften filter section labels

* improvement(knowledge): soften list filter labels

* fix(security): harden SSO domain registration, webhook path isolation, and CSV export (#4813)

* fix(security): harden KB file access, SSO domain registration, webhook path isolation, env secrets, and CSV export

* fix(sso): scope domain conflict query with indexed lower(domain) filter

Address PR review: avoid a full-table scan on every SSO provider
registration by filtering candidate rows in SQL with
lower(domain) = <normalized>, keeping the in-memory ownership check.
Also tighten the normalizeSSODomain TSDoc.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* chore: condense env route security comments

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* icons update

* chore(security): tighten inline comments in CSV export and KB file authorization

Condense verbose comment blocks to concise TSDoc/single-line form; no behavior change.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(security): validate internal serve origin in KB file authorization

Replace the bypassable isInternalFileUrl substring check in resolveInternalKbKey
with an origin allow-list (base URL, internal API base URL, TRUSTED_ORIGINS).
A crafted external host whose path is /api/files/serve/<victim-key> no longer
resolves to the victim key. Relative same-origin URLs are unaffected.

* style(sso): use idiomatic sql lower() comparison for domain conflict query

Match the repo's prevailing `sql`lower(col) = value`` idiom for the
case-insensitive SSO domain conflict lookup.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(security): align workspace env admin gate with hasWorkspaceAdminAccess

Use the same admin check the secrets UI uses (owner, admin permission, or
org-admin) so owners and org-admins are not wrongly denied their own decrypted
workspace secrets, while read-only members remain restricted to names only.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(sso): rely on lower(domain) match for conflict detection, drop dead in-memory recheck

Address PR review: the SQL `lower(domain) = <normalized>` predicate already
excludes rows that the in-memory `normalizeSSODomain(...) === domain` recheck
claimed to catch, making that recheck dead/misleading code. Match on the
canonical lower-cased domain and filter purely by ownership. Malformed legacy
values (wildcards, schemes, ports) never match an email domain at sign-in, so
excluding them is not a gap. Test DB mock now applies the lower() predicate so
the casing-variant case is genuinely exercised.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(security): scope webhook deploy path conflict to active webhooks

findConflictingWebhookPathOwner omitted the isActive filter that the
runtime dispatcher (findAllWebhooksForPath) applies, so an inactive but
non-archived webhook from another workflow (e.g. after undeploy or
failure auto-disable) would permanently block any new deployment on that
path even though it never receives deliveries. Align the guard with the
runtime isActive + archivedAt filter; the earliest-owner runtime check
remains the authoritative cross-tenant protection. Also trims verbose
TSDoc on the webhook path-isolation helpers.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(security): exclude archived workflows from webhook deploy path conflict

findConflictingWebhookPathOwner now joins workflow and filters
isNull(workflow.archivedAt), matching the runtime dispatcher
(findAllWebhooksForPath). A webhook on an archived workflow can never
receive deliveries at runtime, so it must not block legitimate path reuse
with a 409.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(security): anchor KB file ownership to earliest document in any state

A KB file's owner is now the earliest document referencing its key regardless of
state (active/archived/deleted/excluded); access is granted only when that owning
document is still active. Closes the residual where an attacker could plant an
active document to claim a file whose original document was archived or deleted.

* updated greptile icon

* revert(security): drop KB file authorization changes

Reverts the knowledge-base file-access work (origin-pinning / owner-pinning /
origin allow-list in verifyKBFileAccess) and its test. The other hardening fixes
(SSO domain registration, webhook path isolation, workspace env secrets, CSV
export) are unchanged. apps/sim/app/api/files/authorization.ts is restored to its
origin/staging baseline.

* fix(sso): treat caller's own user-scoped provider as owned during conflict check

Self-hosters often register SSO user-scoped via the CLI script (no
SSO_ORGANIZATION_ID). If they later enable organizations and reconfigure the
same domain org-scoped through the UI, the conflict check previously treated
their own user-scoped row as another tenant's and returned a misleading 409.
Recognize the caller's own user-scoped provider as owned so that migration is
allowed, while still blocking another user's or another org's domain.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* revert(security): remove workspace-env admin gate

Defer to a credential-based access model (separate change). Restores
GET /api/workspaces/[id]/environment to main behavior and removes the test.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* refactor(security): consolidate webhook path-collision check into one helper

Extract findConflictingWebhookPathOwner to lib/webhooks/utils.server.ts as
the single source of truth for cross-tenant path-collision detection, used by
both webhook creation paths (deploy sync and the manual /api/webhooks route).

This also repairs two latent issues in the manual route's previous inline
check, which queried with limit(1) and only webhook.archivedAt:
- limit(1) inspected one arbitrary row, so a same-workflow row could mask a
  foreign collision (false negative). The shared helper scans all matching
  rows.
- It omitted isActive/workflow.archivedAt, so inactive or archived-workflow
  webhooks (which never receive deliveries) permanently blocked path reuse.
  The helper mirrors the runtime dispatcher's filter.

Same-workflow webhook reuse for upsert is now a separate, explicit lookup.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* fix(security): block private/reserved IPs for hosted 1Password Connect SSRF (#4818)

* fix(security): block private/reserved IPs for hosted 1Password Connect SSRF

* test(security): use real isPrivateOrReservedIP and cover IPv6 edge cases

* improvement(integrations): validate and expand devin, cursor, and greptile (#4820)

* improvement(integrations): validate and expand devin, cursor, and greptile

- devin: fix missing org_id path segment on all session endpoints, add 7 session sub-resource tools (list messages/attachments, get/append/replace tags, archive, terminate), pagination, and is_archived output
- cursor: add get_api_key_info, list_models, list_repositories tools
- greptile: align block and docs
- normalize array outputs to default [] and tighten types

* refactor(cursor): simplify list_repositories v2 array normalization

Collapse the redundant `?? []` + `Array.isArray` double-guard into a
single Array.isArray check, per PR review feedback.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(devin): scope session-tag mapping to tag ops and normalize array tag inputs

- Only map sessionTags into the tools tags param for append/replace operations,
  preventing stale sessionTags state from clobbering create_session tags
- Fall back to a wired tags value when sessionTags is empty for tag operations
- Normalize tag inputs (string or wired string[]) via normalizeTags so array
  values from other blocks no longer throw on .split

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(cursor): restore base64 file data in legacy download_artifact metadata

The legacy CursorBlock exposes only content + metadata (no v2 file
output), so metadata.data was the only way legacy-block workflows could
access downloaded artifact bytes. Restore the base64 data field and
document it in the outputs/type instead of dropping it.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(devin): coerce terminateArchive to archive flag for boolean-wired input

* docs(integrations): regenerate tool docs for new devin and cursor operations

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* fix(search-replace): don't auto-navigate when content edits invalidate the active match (#4819)

* fix(search-replace): don't auto-navigate when content edits invalidate the active match

* fix(search-replace): clear afterReplaceIndexRef on apply failure and zero matches

* fix(search-replace): remove duplicate setActiveSearchTarget(null) on close

* fix(search-replace): move afterReplaceIndexRef write inside handleApply past the guard

* fix(search-replace): auto-navigate when hydration resolves with no prior active match

* chore(search-replace): remove inline comments

* fix(search-replace): revert !activeMatchId guard that caused immediate re-navigation after deselect

* improvement(enrichments): limit company-info to fields both providers return (#4817)

Hunter's company dataset returns null industry/foundedYear for many large companies (verified against the live API for Microsoft, Amazon, Google), so under the first-non-empty-wins cascade those columns appeared inconsistently across rows. Limit company-info outputs to employee count and description — the fields Hunter and PDL both reliably return — so every row is consistent. employeeCount is a string so Hunter's range bucket and PDL's exact count share the column.

* fix(files): don't reject external URLs containing '..' in file parse validation (#4821)

* fix(files): don't reject external URLs containing '..' in file parse validation

The file block's file_fetch operation rejected any external URL whose path
contained '..' (e.g. Slack files-pri slugs with a literal '...') with
'Access denied: path traversal detected'. Traversal checks only apply to
local paths — external http(s) URLs are fetched with SSRF protection
downstream and are never resolved against the filesystem, so they now
short-circuit as valid. Internal /api/files/serve/ URLs keep full traversal
protection.

* test(files): fix external-URL assertion to handle undefined error

* test(files): assert success explicitly in external-URL traversal test

* fix(files): keep traversal protection for https URLs matching internal serve paths

* feat(google-sheets): add row filtering to read with numeric operators (#4822)

* feat(google-sheets): add row filtering to read with numeric operators

Adds client-side row filtering to the Google Sheets read (v2) operation.
Filter the returned rows by a header column using text operators
(contains, not_contains, exact, not_equals, starts_with, ends_with) and
numeric/ordering operators (gt, gte, lt, lte). Filtering lives in a pure,
unit-tested helper (filterSheetRows) and runs over the fetched read range;
an optional `filter` output reports whether the column was found and how
many rows matched.

Also hardens the surrounding tools:
- trim spreadsheetId in write/update/append URL builders (matches read)
- URL-encode the v1 read default range
- expose valueInputOption for the update operation in the block

Backwards compatible: with no filter requested, read output is byte-
identical and the `filter` field is omitted. The filterMatchType union is
widened additively (4 -> 10 values).

* fix(google-sheets): correct filter metadata for missing column and header-only sheets

- matchedRows is now 0 (not totalRows) when the filter column is not found,
  so it no longer contradicts applied=false / columnFound=false
- columnFound now reflects an actual header lookup for empty/header-only
  sheets instead of being hardcoded true
- add tests covering header-only and empty sheets with present/absent columns

* fix(selectors): fetch all pages for paginated dropdown list routes (#4823)

* fix(selectors): fetch all pages for paginated dropdown list routes

Dropdown selectors fetched only the first page of paginated provider
APIs, silently hiding results past page one. Add bounded server-side
draining to the list routes across Microsoft Graph, Google, Notion,
Atlassian, Linear, AWS CloudWatch, and offset/token REST APIs, plus a
shared client-side drain cap in the selector hook. Response shapes,
stored values, and tool execution are unchanged; CloudWatch list tools
still honor a caller-supplied limit. Also fixes the Word file picker
that was searching for .xlsx files.

* fix(selectors): harden JSM and Monday pagination draining

- JSM service-desk/request-type drains advance `start` by the actual row
  count returned (not the fixed page size) and stop on an empty page, so a
  short non-final page can't skip items.
- Monday boards drain now checks `response.ok` per page, surfacing a
  mid-drain HTTP failure instead of treating it as an empty final page and
  returning a partial 200.

* docs(selectors): clarify JSM drain advances start by actual row count

The offset-advancement fix (advance `start` by the rows returned, not the
fixed page size) landed in 7b19788a8; update the TSDoc to match so it no
longer reads as advancing by `limit`.

* fix(selectors): drain fetchPage in direct fetchList callers

Making `fetchList` optional left three direct callers (outside the
useSelectorOptions hook) calling it unguarded, which broke the build's
type check. Route them through a shared `loadAllSelectorOptions` helper
that uses `fetchList` when present and otherwise drains `fetchPage`.
This also prevents a regression: `confluence.spaces` / `knowledge.documents`
now paginate via `fetchPage` only, and these callers (search/replace,
value resolution) would otherwise have silently returned no options.

* chore(selectors): rename MAX_PAGE_PAGES to MAX_NOTION_PAGES for readability

* fix(sso): re-check domain conflict before write and reject IP-address domains (#4825)

* improvement(copilot): make copilot_messages the sole transcript store, remove JSONB dual-write (#4826)

Stop writing/reading the legacy copilot_chats.messages JSONB column now that
reads are cut over to copilot_messages. Make appendCopilotChatMessages the
primary write (throws on failure instead of swallowing), repoint peripheral
readers (workspace VFS, chat cleanup, data drains, fork, superuser import) to
copilot_messages, and persist the assistant turn inside finalizeAssistantTurn's
transaction so it commits atomically with the stream-marker clear. The column
itself is dropped in a follow-up migration after this bakes.

* feat(tables): expand filter operators (not-contains, starts/ends-with, not-in, empty) (#4827)

Add does-not-contain ($ncontains), starts-with ($startsWith), ends-with
($endsWith), not-in-array ($nin, previously executed server-side but unexposed
in the UI), and is-empty/is-not-empty ($empty) filter operators end-to-end —
SQL builder, condition types, query-builder converters/constants, the filter
UI, the Table tools/block descriptions, and docs.

Also fix correctness bugs in the filter builder surfaced by the wider operator
set:
- Same-column AND rules (e.g. age > 18 AND age < 65, or name startsWith 'A'
  AND name endsWith 'Z') silently overwrote each other because the AND group
  was keyed by column name. They now merge into one operator object, which
  also makes Filter -> rules -> Filter round-trip losslessly for multi-operator
  columns.
- $nin values were not split into an array like $in, and textual-match values
  like "123" were numeric-coerced (breaking the ILIKE path).
- A non-boolean $empty operand from the raw API silently inverted the check; it
  now coerces 'true'/'false' strings and otherwise returns a 400.

* improvement(copilot): stop persisting tool-call result outputs in transcripts (#4829)

Opening a Mothership task could take many seconds because a single persisted
assistant message in copilot_messages.content can reach hundreds of MB, almost
entirely inside contentBlocks[].toolCall.result.output (e.g. a get_workflow_logs
or run_workflow result). The DB query is ~2ms; the cost is detoasting that
payload, shipping it to the browser, and parsing it.

These outputs are dead weight on the Sim side: they are never rendered (the
thread shows only tool name/title/status) and never replayed to the model (the
upstream copilot service owns conversation memory). So drop result.output before
it is persisted, keeping result.success/error plus the tool metadata.

- add stripToolResultOutput() in persisted-message.ts
- apply it in messages-store toRow (covers every write path) and in
  loadCopilotChatMessages (existing rows render fast on read)

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* feat(providers): add Together AI, Baseten, and Ollama Cloud model providers (#4830)

* feat(providers): add Together AI, Baseten, and Ollama Cloud model providers

* fix(providers): guard Ollama streaming fast-path with hasActiveTools

Match Together/Baseten/Fireworks: when tools are supplied but all are
filtered out (usageControl 'none'), take the single streaming call instead
of an extra non-streaming round-trip.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(providers): filter non-chat model types from Together model list

* refactor(providers): dedupe Ollama Cloud upstream schema

ollamaCloudUpstreamResponseSchema was byte-for-byte identical to
ollamaUpstreamResponseSchema (both /api/tags endpoints return the same
{ models: [{ name }] } shape). Drop the duplicate and reuse the shared schema.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* fix(knowledge): calendar view sync, deduplicate popover animation classes, type-safe filter cast

* cleanup(knowledge): remove TRIGGER_BORDER_CLASS duplication, inline displayLabel, drop enabledFilterParam alias

---------

Co-authored-by: Vikhyath Mondreti <vikhyathvikku@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Theodore Li <theo@sim.ai>
Co-authored-by: andresdjasso <andresdjasso@users.noreply.github.com>

* feat(blocks): add BlockMeta to Quiver and Linq; fix invalid block config fields; update skills

Block fixes:
- Add QuiverBlockMeta (tags + 3 templates: icon generator, diagram creator, vectorizer)
- Fix QuiverBlock: remove invalid tags field from BlockConfig, IntegrationType.Design →
  IntegrationType.AI (Design doesn't exist in the enum)
- Fix GreptileBlock: remove invalid tags field from BlockConfig,
  IntegrationType.DeveloperTools → IntegrationType.DevOps
- Fix LinqBlock: remove invalid tags field from BlockConfig (tags belong only in BlockMeta)

Skills:
- add-block: add dedicated BlockMeta section with structure, rules, and registration
  pattern; add BlockMeta checklist items
- add-integration: add BlockMeta to block structure template, add rules clarifying
  that tags must NOT appear on BlockConfig and integrationType must be a valid enum
  value; update registry snippet to include blocksMeta; add checklist items

* fix(integrations): fix category dropdown by defining missing LANDING_INTEGRATIONS_DATA_PATH and regenerating integrations.json

The staging merge introduced landing-content.ts but forgot to define
LANDING_INTEGRATIONS_DATA_PATH in generate-docs.ts, causing the script
to crash before writing integrations.json.

The stale JSON had integrationTypes (plural array) from an older script
version, while the Integration type and workspace UI both read
integrationType (singular string) — so ALL_CATEGORY_SECTIONS bucketed
to undefined and the category filters never appeared in the dropdown.

Fixed by adding the missing path constant and re-running the generator.
integrations.json now has 192 entries with the correct integrationType field.

* fix(sidebar): restore resize handle on all pages

commit 3109104582 wrapped the resize handle in {(isCollapsed ||
isOnWorkflowPage) && ...} and added a useEffect that resets sidebar
width to SIDEBAR_WIDTH.MIN whenever the user navigates away from a
workflow page. Together these made the sidebar non-resizable on Tasks,
Tables, Knowledge Base, and every other non-workflow page.

Restore the staging behavior: always render the resize handle and
remove the effect that forced the width reset on page transitions.

* fix(sidebar): match staging onKeyDown and tabIndex on resize handle

The resize handle was still conditionalizing onKeyDown and tabIndex
on isCollapsed, blocking keyboard accessibility of the separator role
when expanded. Staging always attaches both unconditionally.

onKeyDown={isCollapsed ? handleEdgeKeyDown : undefined} → onKeyDown={handleEdgeKeyDown}
tabIndex={isCollapsed ? 0 : undefined}                 → tabIndex={0}

* feat(integrations): show connected credentials on integration detail page

When navigating to /integrations/google-docs (or any integration), a
Connected section now appears above the templates listing all workspace
credentials tied to that provider. Each row links back to the credential
detail page (/integrations/connected/${id}) for management actions.

Pairs with the earlier change that routes connected items from the
integrations list to the provider detail page instead of directly to
the credential detail page.

* fix(integrations): rename Add in chat to Add to Sim

* fix(skills): rename Add button to Add to Sim

* fix(platform): restore M1/M2/M3 regressions and LazyMotion on landing page

M1 — Invitation guard: re-introduce usePermissionConfig().isInvitationsDisabled
alongside the workspace inviteDisabledReason check. The flag now also
respects NEXT_PUBLIC_DISABLE_INVITATIONS and EE permission-group
disableInvitations, not just billing policy.

M2 — Settings redirects: /settings/integrations and /settings/skills
now server-redirect to /integrations and /skills respectively so old
bookmarks and emails don't silently land on General.

M3 — Starter block search exclusion: restore block.type !== 'starter'
guard in the search store so users cannot add a duplicate Starter block
via the command palette.

LazyMotion: restore LazyMotion + domMax/domAnimation wrappers and m.*
components in landing-preview-panel and landing-preview-home. The
removal was accidental (the full motion bundle was left after an
import cleanup), which caused the entire framer-motion feature set to
load eagerly on the landing page.

* fix(integrations): revert connected list to credential detail; remove settings redirects

* feat(sidebar): restore workspace switcher search with updated styling

Shows a search input in the workspace dropdown when the user has more
than 3 workspaces (WORKSPACE_SEARCH_THRESHOLD). Keyboard navigation:
ArrowDown/Up to move through results, Enter to switch, resets on close.

Styled to match the current branch (border-1/surface-5 tokens, sm text,
11px Search icon) rather than the old staging styles. Highlight state
is wired through chipVariants active prop so it follows the same active
appearance as clicked/hovered items.

* fix(sidebar): clean up workspace search — layout, memo, and effect guard

* fix(sidebar): align workspace rename input selection style with workflow rename

* perf(sidebar): eliminate React re-renders during sidebar drag resize

Previously, every mousemove during resize called setSidebarWidth(), which
both updated the --sidebar-width CSS variable (sync) and set Zustand state
(async). This caused:
  1. A 1-frame transition flash on mousedown — isResizing state had to
     round-trip through React before the is-resizing CSS class was applied,
     so the width transition fired for the first pixel of movement.
  2. A React re-render per pixel dragged — components reading sidebarWidth
     from the store (avatars, usage-indicator) lagged one frame behind the
     container, making the + and ... buttons appear to jump ahead.

New approach:
  - handleMouseDown adds is-resizing directly to the sidebar DOM node before
    any React involvement (synchronous, no frame lag).
  - mousemove writes only to the CSS custom property (zero React renders).
  - mouseup persists the final width to Zustand exactly once.
  - isResizing / setIsResizing state removed from the store and hook — they
    are no longer needed since the class is managed via direct DOM mutation.

* perf(sidebar): add requestAnimationFrame throttle to resize mousemove handler

* fix(sidebar): fix drag-right lag caused by WorkspaceChrome overflow-hidden transition

The sidebar-container's is-resizing class correctly suppressed its own width
transition, but the two wrapper divs in WorkspaceChrome both have
transition-[width]/transition-transform with a 175ms ease. The outer wrapper
also has overflow-hidden, so while the sidebar content was at the correct width
instantly, it was visually clipped by the outer wrapper which was still
animating — causing the + and ... buttons to appear to lag behind the resize
line on drag-right (not on drag-left, since shrinking doesn't clip content).

Fix: add sidebar-shell-outer/sidebar-shell-inner class names to both chrome
wrappers, and suppress their transitions via html.sidebar-resizing rule when
a drag is active. The html.sidebar-resizing class is toggled directly in the
resize hook alongside is-resizing, so it takes effect synchronously on mousedown.

* fix(icons): redesign Download icon to match Upload style; fix Upload/Download confusion

Download icon was missing the tray/shelf line at the bottom that Upload has,
making it look like a plain arrow rather than a matched pair. Updated Download
to use the same viewBox, stroke weight, and three-path structure as Upload
(tray + stem + arrowhead), just pointing down.

Also fix 5 places where Upload (↑) was incorrectly used for download/export
actions:
  - files.tsx: two Download action rows in toolbar and context menu
  - tables/table.tsx: Export CSV toolbar button
  - table-context-menu.tsx: Export CSV context menu item
  - logs.tsx: Export toolbar button
  - landing-preview-logs.tsx: decorative Export button

Import CSV and actual upload actions correctly keep the Upload icon.

* fix(icons): replace Upload with Download on all remaining export/download actions

- panel.tsx: Export workflow dropdown item
- context-menu.tsx: Export in sidebar workflow context menu
- chat.tsx: Export chat button
- output-panel.tsx: Export console CSV button
- terminal.tsx: Export console CSV button
- resource-content.tsx: Export table as CSV + Download file buttons

* fix(icons): fix remaining Upload→Download on download actions in files and logs

- action-bar.tsx: download button in files toolbar
- file-row-context-menu.tsx: Download item in file context menu
- file-download.tsx: both download buttons in log details file viewer

* updated block skills, settings pages, modals, buttons -> chips, blocks missing metadata

* updated skill modal

* improvement(resource-header): refine breadcrumb truncation ux

* improvement(resource): add floating overflow text tooltips

* wire up credits counter

* improvement(resource-header): mute path dropdown title

* refactor(resource-header): share floating-tooltip engine, prune dead overlay tooltips (#4844)

Clean up the breadcrumb truncation feature for reuse and correctness:

- Extract useFloatingTooltip / useIsOverflowing / FloatingTooltip into a shared
  floating-tooltip module. BreadcrumbSegment and FloatingOverflowText now consume
  one implementation instead of duplicating ~150 lines of positioning, velocity,
  overflow-detection, and portal logic.
- Replace the hardcoded terminal-label regex in ResourceHeader with a typed
  `terminal` flag on BreadcrumbItem (set by the document chunk/loading crumbs),
  decoupling the generic header from knowledge-base copy.
- Clear the path-popover close timeout on unmount and reuse the shared
  POPOVER_ANIMATION_CLASSES constant.
- Drop the redundant manual overflow-state writes (fixes a sticky fade mask).
- Revert FloatingOverflowText inside Combobox `overlayContent` back to plain
  truncating spans across files/logs/tables/scheduled-tasks/document: the combobox
  overlay is pointer-events-none, so the tooltip handlers never fired there.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* refactor(emcn,resource-header): address PR #4844 review feedback

- useIsOverflowing now uses a callback ref so the ResizeObserver follows the
  element across mount/unmount/reassignment instead of capturing it once at mount.
  Safe for conditionally rendered consumers of the shared hook. (greptile P2)
- Move POPOVER_ANIMATION_CLASSES out of chip-date-picker implementation internals
  into emcn/components/popover/popover-animation.ts, exported from the
  @/components/emcn barrel. Consumers now import from the module boundary.
  (greptile P2)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* upgrade table and styling upgrade

* fix schema to include integration

* fix(files): align delete icon with tables view (Trash → Trash2)

Co-Authored-By: waleed <waleed@simstudio.ai>

* fix(mothership): preserve blockType for integration contexts in sent messages

Integration mention chips were missing their provider icons in sent messages
because blockType was dropped when mapping ChatContext to messageContexts.
renderIntegrationTile returns null without blockType, silently hiding the icon.

* fix(mothership): allow 'integration' resource type in chat resources API

The VALID_RESOURCE_TYPES allowlist was missing 'integration', causing a
400 error when adding integrations to the Mothership resource tab — so
they never persisted and disappeared on refresh.

* fix(ui): Add "File" title next to file resource header

* fix(ui): fix resource header columns being bolded

* fix(resource): keep the floating tooltip from jumping on click

Gate the focus-driven show behind :focus-visible so a mouse click (which
focuses the trigger) no longer re-shows the tooltip anchored to the element's
bottom edge. On click the tooltip now hides cleanly instead of jumping down;
keyboard focus still shows it.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* perf(sidebar): eliminate unnecessary re-renders in workspace switcher for non-search users

- onMouseEnter: only set highlightedIndex when showSearch is true, preventing
  a state update + re-render on every workspace row hover for users with ≤ 3
  workspaces where the search is never shown
- onOpenChange: only reset workspaceSearch and highlightedIndex when showSearch
  is true, since both values are always already at their defaults for non-search
  users and setting them triggers a pointless re-render during dropdown close
- data-workspace-row-idx: only set when showSearch is true since the scroll
  effect that reads this attribute is already gated on showSearch

* feat(search): context-aware cmd-k results on the integrations page

When cmd-k is opened on the integrations page, show two new result
groups: connected accounts (visible even with empty input) and catalog
integrations (appear once the user types). Selecting an OAuth integration
deep-links to its detail page with ?connect=oauth so the connect modal
auto-opens. Non-OAuth integrations navigate to the plain detail page.

Both groups are gated to the integrations page only and respect the
hideIntegrationsTab permission. The credentials fetch shares the same
React Query cache key as the integrations page itself (no double fetch).

* refactor(emcn): make the floating tooltip the one canonical Tooltip

Replace the Radix-based emcn Tooltip with the cursor-following floating tooltip so
every tooltip in the app uses one consistent style. Built on the shared
floating-tooltip engine (relocated into emcn), not a parallel implementation.

- Move the floating-tooltip engine into emcn/components/tooltip and export it from
  the barrel; re-point its consumers (FloatingOverflowText, resource-header)
- Extend the FloatingTooltip bubble to render arbitrary children (+ role/id for
  a11y) so it can back general tooltips, not just overflow text
- Rebuild emcn Tooltip (Root/Trigger/Content/Provider/Shortcut/Preview) on
  useFloatingTooltip — compound API preserved, ~350 call sites unchanged, legacy
  side/align props accepted and ignored (the tooltip follows the cursor). Removes
  @radix-ui/react-tooltip usage (package kept for a later cleanup; react-slot
  retained for asChild)

Note: general tooltips now show instantly (no hover delay) and follow the cursor.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* style(emcn): put tooltip text on the design scale (text-caption)

Replace the tooltip's ad-hoc `text-xs` + `leading-[18px]` with the semantic
`text-caption` (12px) font-size token so the text styling is fully on the design
scale and self-documenting, matching how the rest of the system is set up. The
color already used the global `--text-body` token. No visual change (still 12px
with a ~18px line height).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat(sidebar): add empty task state and inline task creation

- Show "No tasks yet" in the Tasks section (expanded and collapsed) when the list is empty
- Clicking + now creates a task via the API and navigates directly to it, rather than navigating to home
- Add isCreatingTaskRef guard to prevent double-click from spawning multiple tasks
- Disable + button while creation is pending
- Fall back to home navigation on creation error

* invite, billing, home

* improvement(seats): auto purchase seats on invitations into workspace (#4857)

* improvement(seats): auto purchase seats on invitations into workspace

* improve sampling for seat drift reconciler

* address comments

* feat(knowledge): align connector UI with integrations page styling

- ConnectorTypeCard now matches integration rows: brand-colored rounded-xl tile, ArrowRight, title/subtitle hierarchy
- ConnectorCard icon upgraded from flat surface-4 to branded tile (white icon on brand bg, graceful fallback)
- Connector header badges use chipVariants instead of custom Button classes
- Add-connector search input aligned to integrations style (h-[30px], rounded-lg, border-1)

* fix(icons): trim Folder SVG viewBox to remove right-side whitespace

The folder path only extends to x≈14.33 in a 15-unit viewBox, leaving
~0.5 units of empty space on the right. At 12px rendered size this
produces ~0.4px extra gap (visible as ~1px on retina displays) compared
to solid icons like the workflow color square. Trimming the viewBox to
14.5 units makes the folder fill its chip slot evenly.

* fix(user-input): restore draft text synchronously to preserve contexts on nav

The SSR-safe approach (empty useState + effect restore) created a timing
window where the sync effect in useContextManagement fired with message=''
before the value was set, clearing any restored contexts. Folder and workflow
contexts (not re-added by applyAutoMentions) were lost on every nav-back.

Revert to the staging approach: initialize value synchronously from the
draft store so message is already populated when effects run, matching
the behavior on staging.

* fix(queue): render context chips in queued messages

- Remove plainMentions from queued message rows so context chips render
  with icons, consistent with sent messages
- Fix computeMentionRanges to use '/' prefix for skill contexts (content
  has the slash trigger restored at submit time, not '@')

* fix(mothership): remove integrations from add-resource dropdown

* fix(mothership): comment out integrations from add-resource dropdown

* chore(db): drop form, templates, template_creators, template_stars tables

These tables backed the Forms and Templates platform features which were
intentionally removed from this branch. Clean up the DB schema to match.

* chore(db): add migration metadata for 0224 drop tables

* block icons, sidebar, toolbar

* chore: remove remaining dead code for template-profile feature

- Remove 'template-profile' from SettingsSection union type
- Remove 'template-profile' entry from SECTION_TITLES
- Remove now-redundant template-profile guard in settings sidebar
- Remove commented-out template-profile nav item

* fix(multi-select): preserve anchor on range selection for tasks and folders

After a shift+click range, the anchor (lastSelectedTaskId / lastSelectedFolderId)
was being updated to the end of the range (toId). This caused subsequent
shift+clicks to extend from the wrong point instead of the original click.

Standard behavior: anchor stays at the initial click (fromId) so repeated
shift+clicks always expand/contract relative to where you started.

* feat(emcn): add SearchInput component and unify search bars platform-wide

- Add SearchInput to emcn: 30px chip-family filled search input matching the
  integrations page pattern (border-1, surface-5, leading Search icon)
- Migrate all 22 search bars across settings, EE pages, and integrations to
  SearchInput (only layout classes allowed at callsites)
- Rename Sim Keys -> Sim API Keys in nav/title; page copy now says API key
- Remove components/ui input, label, and verified-badge; migrate consumers
  to emcn equivalents or raw inputs (table cell editor, wand prompt bar)
- Delete dead EE skeleton files (data-drains, data-retention)
- General settings: Home Page chip moves to header left as navigation

* fix(files,tables): restore new-file editor autofocus and CSV import error toasts

Both were dropped on the staging line and regressed vs production (main):

- Files: the new-file editor autofocus chain (files.tsx -> file-viewer ->
  text-editor) was stripped by the react-doctor dead-code pass in #4544,
  which misread the prop-drilled `autoFocus` (consumed by an imperative
  `editor.focus()` effect) as unused. Restored the prop through all three
  layers and the one-shot focus effect so creating a new file focuses the
  editor immediately.
- Tables: CSV import failures were silently logged with no user feedback.
  Restored the per-file and generic `toast.error` surfacing.

* feat(home): score suggested actions by workspace signals

- Derive the suggestion pool from the curated block template catalog
  (1,343 prompts across 172 blocks) instead of 15 hardcoded entries
- Fix inverted relevance: prompts for connected providers are now boosted
  4x (instantly runnable) instead of excluded; unconnected discounted 0.4x
- Weight by featured (3x), popular category (1.5x), and resource gaps
  (no tables -> boost table starters; has KBs -> dampen KB-creation prompts)
- Weighted sampling without replacement, max one suggestion per block
- Connect rows weighted by catalog template count; 2 for fresh workspaces,
  1 once something is connected
- Key the catalog map by both versioned and base block types so gmail_v2
  templates resolve (gmail, github, notion, linear were silently dropped)
- Replace derive-in-effect state with a useMemo keyed by a shuffle nonce
- Add suggested_action_clicked / suggested_actions_shuffled /
  suggested_actions_toggled PostHog events

* billing, teammates

* improvement(credentials): credentials invites, secrets tab wiring up (#4874)

* improvement(credentials): move away from invite notion

* wire up secrets ui/ux

* address comments

* get consistent styling by removing emcninput + text area

* styling consistency

* remove fallback

* address comment:

* refactor(ui): migrate settings & workspace UI to chip design system

Migrate modals to ChipModal (showDivider, hint, resizable, size, leading,
ChipModalTabs), standardize Chip variants, add ChipCombobox wrapper, and apply
chip inputs/dropdowns across settings, knowledge, logs, tables, inbox, EE tabs.
Render ChipModalTabs as a ChipSwitch segmented control. Align /settings/secrets
detail with /integrations, refresh whitelabeling, and restore file-editor
autofocus and CSV import error toasts.

* fix(mothership): restore integrations to useAvailableResources for @ mention

Integrations were fully removed from useAvailableResources which broke
the @ mention menu since user-input shares the same hook. Now integrations
are always included in the hook but excluded at the AddResourceDropdown
component level, keeping them out of the sidebar + menu while remaining
available for @ mention autocomplete.

* refactor(settings): chip design-system consistency pass across all tabs

Extract a shared chip-field shell (CHIP_FIELD_SHELL/CHIP_FIELD_INPUT) mirroring
Input variant='chip' and route secrets, credential detail, and integrations
credential detail through it (30px height, font-medium, focus ring). Add a
Discard action to the secrets header when dirty. Group BYOK providers into
Models/Search & web/Enrichment sections and align its tiles to the integrations
tile.

Normalize list-row typography to text-[14px]/text-[12px] and icon tiles to
rounded-xl + border across api-keys, copilot, custom-tools, mcp,
workflow-mcp-servers, credential-sets, and access-control. Tone the secrets
Details chip and per-row affordances to ghost. Fix token correctness: raw
tailwind colors to design tokens (data-drains), missing chip variant on the
Snowflake role input, ColorInput chip-field reuse (whitelabeling), error token
and icon sizes (workflow-mcp-servers), border token (mcp), no-results sizing
(secrets), row chrome (recently-deleted), hover token and Button to Chip
(access-control), and deduped textarea chrome (sso).

* feat(settings): unify filter dropdowns on ChipSelect (integrations style)

Add a ChipSelect emcn component — a filled chip trigger + chevron opening a
DropdownMenu, matching the integrations category filter — supporting single
select, multi-select (checkbox rows), grouped options, and optional in-menu
search. Migrate every settings/EE filter dropdown off ChipCombobox to it:
audit-logs (resource-type multi + time-range), data-retention, data-drains,
general, admin (grouped tool picker), inbox status filter, and the workflow
MCP-server pickers. The SSO provider-id field stays an editable combobox since
it accepts free-text slugs.

Also fix audit findings: chip the MCP client-secret input, normalize an MCP
error-text size, and drop now-dead destination-icon code in data-drains.

* fix(mentions): require explicit @ for integration mentions; decorate sent messages robustly

- Bare integration names in prose (Monday, Notion, Clay) are no longer
  auto-converted to mentions or chipped — mention treatment is strictly
  opt-in via a token-starting @ (fixes the scunthorpe problem)
- @-prefixed mentions still canonicalize casing (@slack -> @Slack) on both
  the keystroke fast-path and bulk paths (paste, template, draft, STT)
- Sent/queued messages now self-sufficiently decorate @IntegrationName
  tokens via a text scan, covering messages sent before the input pass
  ran or authored outside the chat input
- Integration contexts missing a resolvable blockType (messages persisted
  before blockType was saved) are backfilled by label lookup so their
  mention pills render the brand icon again

* refactor(settings): section the API keys page like secrets

Wrap Workspace, Personal, and the allow-personal-keys toggle in SettingsSection
(muted label + divider) instead of bare bold headers, matching the secrets and
BYOK pages.

* fix(settings): ChipSelect renders above modals + full-width form mode

Raise the ChipSelect menu to --z-popover so it layers above modal surfaces
(--z-modal) instead of opening behind them. Add a fullWidth prop that stretches
the trigger and right-aligns the chevron for form-field use, and apply it to the
workflow MCP-server pickers.

* fix(emcn): ChipSelect uses the emcn flat chevron, not lucide's square one

The lucide ChevronDown is square; rendering it at the chip's 9x7 footprint
stretched it. Switch to the custom emcn ChevronDown (built for that wide aspect),
matching the integrations filter and ChipDropdown.

* fix(emcn): ChipSelect trigger hugs its content (w-fit)

In a stacked form layout the trigger was stretched by align-items: stretch,
leaving an empty gap to the right of the value. Add w-fit so the chip sizes to
its content (a compact pill) everywhere; fullWidth form selects are unaffected.

* fix(emcn): ChipSelect uses a square lucide chevron

Revert to lucide's ChevronDown sized square (size-[14px]) so it renders crisp,
matching the standard select chevron used by Combobox.

* renamed tasks to chats

* rename and file change

* improvement(billing): wire up billing, org, teammates tabs + remove deprecated subscription tab (#4887)

* improvement(billing): wire up billing, org, teammates tabs + remove depr subscription tab

* pass exec timeout to tool routes

* reuse helper

* address comments

* address disable comment

* chore(db): remove migration 0224 to regenerate on top of staging

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix type errors and regen migration?

* chore(db): drop branch migration 0226 ahead of staging merge; will regenerate

* chore(db): regenerate migration 0226 after staging merge

* externalize before compaction in fallback'

* fix save/discard chips to be consistent

* fix(ui): remove smodal tabs in favor of chip modal tabs

* fix(ui): skip auto-scrolling on mouse highlight of workspace

* fix(platform): restore settings redirects, forgot-password Enter submit, and tag tooltip visibility

- Re-add SETTINGS_REDIRECTS so /settings/integrations and /settings/skills
  deep links redirect to their top-level routes instead of rendering an
  empty settings panel (accidentally removed in 86da193cc3 one minute
  after cca5054cf6 added it)
- Add opt-in onSubmit to ChipModalField input/email variants and wire it
  in the forgot-password modal so Enter submits again (lost in the
  ChipModal conversion)
- Knowledge tag tooltip: drop the max-h/overflow-y-auto clamp that the
  pointer-events-none floating tooltip made unreachable; truncate each
  tag row instead so all tags stay visible with bounded height

* chore(db): remove migration 0226_third_spot before staging merge

* chore(db): regenerate migration as 0227 after staging merge

* feat(telemetry): add posthog + audit coverage for new platform actions

Audit log (compliance/permission-relevant only):
- org_seat.provisioned — seat auto-purchased when an invite acceptance
  grows the org (actor = accepting user, includes seat delta)
- org_plan.converted — Pro→Team conversion triggered by invite acceptance
- org_seat.drift_reconciled — hourly cron healed a drifted seat count
- credential_member.added/removed/role_changed — credential sharing
  surface was previously fully unaudited
- table.created — parity with existing table.updated/deleted
- skill updates now record skill.updated instead of mislabeled
  skill.created

PostHog:
- seats_provisioned, credential_shared/unshared,
  environment_updated/deleted (key counts only, never names/values)
- table_import_started/completed — background CSV imports previously had
  zero failure observability
- table_exported, file_downloaded, skill_updated
- credential_connected now fires for OAuth completions (draft-hooks),
  credential_deleted for OAuth disconnects; previously only manual
  credentials were tracked
- table_workflow_run gains deployment_mode (live/deployed/mixed)

Also: logger.warn on all new credential-admin 403 denials (members +
environment routes); invite-created audit enriched with
enforcedFixedSeats/plan.

Deliberately excluded as noise: per-hour dead-letter audit rows (would
re-record the same stuck event every cron run) and a duplicate
system-actor org_plan.converted in the Stripe outbox handler.

* feat(home): fill textarea on suggested prompt click instead of sending

Clicking a prompt action in the Suggested Actions panel now populates
the Mothership user-input textarea (via applyAutoMentions) and focuses
it with the caret at end, rather than immediately submitting. The user
can review, edit, and send manually.

* fix(templates): name owning integration in featured block template prompts

Four featured prompts omitted their owning integration name, making them
unbranded and disconnected from their title. Each prompt now explicitly
names GitHub or Google Sheets so mentionifyIntegrations renders the chip
and the copy reads as a self-contained agent-building instruction.

* fix(templates): rewrite fragment prompts so each names its integration and reads as a complete instruction

Featured and non-featured block template prompts that either omitted
the owning integration's canonical name or were phrased as marketing
fragments rather than natural user instructions have been rewritten.
Each updated prompt now starts with an imperative verb ("Build a
workflow that…"), names the owning integration explicitly so the
@-mention chip renders correctly, and aligns with the entry's title.

Files changed: salesforce, hubspot (×2), github, slack, airtable,
firecrawl, iam.

* fix(templates): name integration in remaining block template prompts

- google_docs.ts: replace 'Google Doc' with 'Google Docs document' in 4 prompts; update title 'Meeting notes to Google Doc' to 'Meeting notes to Google Docs'
- google_sheets.ts: replace 'Google Sheet' with 'Google Sheets spreadsheet/Google Sheets' in 3 non-featured prompts
- slack.ts: replace 'Google Doc' with 'Google Docs document' in 'Daily standup summary'
- stripe.ts: replace 'Google Sheet'/'Slacks' with 'Google Sheets'/'Slack' in 'Weekly metrics report'
- reddit.ts: add 'Reddit' to 3 prompts that only referenced subreddits
- notion.ts: rewrite featured prompt to start with a verb and name Notion
- jira.ts: rewrite featured marketing-fragment prompt to start with a verb
- linear.ts: rewrite featured marketing-fragment prompt to start with a verb
- gmail.ts: rewrite featured marketing-fragment prompt to start with a verb and name Gmail

* fix(icons): convert monochrome dark brand icons to currentColor for dark mode

LinkupIcon, InfisicalIcon, IntercomIcon, LumaIcon, GranolaIcon, OnePasswordIcon,
and RailwayIcon were hardcoded to black/near-black fills/strokes, making them
invisible in bare DARK mode. Convert all to currentColor so they follow the
theme-aware text color.

Add iconColor: '#286efa' to IntercomBlock (Intercom brand blue is a confident
mid-tone, safe on both themes).

Two-tone icons (StagehandIcon, AgentPhoneIcon, QuiverIcon) are left unchanged
because their white details are structural — converting to single-tone would
destroy logo legibility.

* removed color, user input, sidebar, suggested actions, chips/emcn

* removed color migration

* improve(blocks): audit block catalog metadata for accuracy and fill gaps

- Fix template prompts that claimed capabilities blocks don't have
  (fabricated triggers, non-existent tools) across ~98 integrations
- Normalize integration tags to family conventions and valid union values
- Align alsoIntegrations and modules with template prompt content
- Add BlockMeta for circleback, imap, and rss trigger integrations
- Add templates to clickhouse and greptile metas
- Remove duplicate PageSpeed deploy-gate template

* chore(telemetry): drop org_seat.drift_reconciled audit

System self-heal bookkeeping doesn't belong in the user-facing audit
trail — membership and seat-purchase changes are already audited, and
the cron's logger output covers ops visibility.

* chore(db): consolidate branch migrations into single 0227

* fix(emcn): make ChipModal scroll internally when content exceeds viewport

The Modal→ChipModal migration dropped the old ModalBody scroll container:
ChipModal renders ModalContent bare (no overflow-hidden) and its wrappers
had no min-h-0 chain, so tall modals (e.g. New data drain with an S3
destination) overflowed max-h-[84vh] off-screen with no way to scroll.

Complete the flex min-h-0 chain through ChipModal's frame and give
ChipModalBody flex-1 min-h-0 overflow-y-auto — header/footer stay pinned,
body scrolls only when constrained. Short modals are unaffected (max-h
caps, it doesn't stretch), and dropdowns inside the body are Radix-portaled
so the new scroll container cannot clip them. Five modals that had locally
patched this with max-h-[Nvh] overrides keep working unchanged.

* fix(emcn): don't close modal when dismissing a dropdown via outside click

Radix dispatches pointer-down-outside to every open dismissable layer at
once, so clicking outside an open dropdown/select inside a modal closed
both the dropdown and the modal in one jarring step. ModalContent now
prevents its own dismissal while a portaled popper layer is open — the
first outside click closes just the popper, the next one closes the
modal.

* docs(skills): de-duplicate and correct agent docs; canonical styling tokens; mirror sim-sandbox rule

* docs(skills): broaden boundary-raw-fetch scope note, sync cursor rule mirrors

* fix(emcn): harden modal popper guard and exempt caret-anchored dropdowns from body scroll

Adversarial review follow-ups to the ChipModal scroll + dismissal fixes:

- Popper guard now requires data-state="open" inside the popper wrapper,
  so a dropdown that is merely animating closed no longer swallows the
  next outside click on the modal (DropdownMenu has an exit animation
  that keeps its wrapper mounted briefly)
- Port the same guard to SModalContent for consistency
- custom-tool-modal: opt its body out of the chrome scroll container
  (flex-none + overflow-visible); the caret-anchored EnvVar/Tag
  autocomplete dropdowns are absolute-positioned inside the body and
  must spill past its bounds rather than clip against a scroll boundary

* refactor(billing): drop unnecessary useCallback wrappers from event handlers

* fix(data-drains): complete chip migration of destination forms and fill missing placeholders

Finishes the in-flight FormField → ChipModalField conversion for all
destination form specs and adds the placeholders that several inputs
never had (S3 bucket/region/access keys, Azure account key, Datadog API
key, webhook signing secret/bearer token) — the cause of the New Data
Drain modal showing placeholder-less inputs inconsistently.

* fix(emcn): broaden modal popper guard to onInteractOutside

Covers the focusOutside dismissal path too: when a popper's focus scope
unwinds on close, the transient focus shift could still dismiss the
modal (and simultaneous body pointer-events lock teardown could freeze
the page). Same data-state="open" scoping as the pointer guard.

* fix(emcn): harden modal outside interactions

* update audit mock

---------

Co-authored-by: andres <k62hc5kjst@privaterelay.appleid.com>
Co-authored-by: Vikhyath Mondreti <vikhyathvikku@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Theodore Li <theo@sim.ai>
Co-authored-by: andresdjasso <andresdjasso@users.noreply.github.com>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
Co-authored-by: waleed <waleed@simstudio.ai>
2026-06-06 11:39:48 -07:00
Waleed e1e773f487 feat(slack): add install + privacy section to integration landing page (#4799)
* feat(slack): add install + privacy section to integration landing page

Adds a hand-authored, slug-keyed landing-content module (separate from the generated integrations.json so it survives regeneration) and renders an install walkthrough + privacy-policy link on integration pages when present. Also refreshes generated docs (data-enrichment entry, icon mappings, tool mdx).

* fix(landing): render privacy section independently, align CTA analytics label

* docs(landing): clarify the Slack install button is behind sign-in

* refactor(landing): bake integration landing content into generated json via docs-gen

Moves landing content (install walkthrough + privacy) out of a render-time augment and into the generation pipeline: generate-docs reads the pure-data content map and writes landingContent into integrations.json, so the page reads a single source (integration.landingContent). Canonical types live in integrations/data/types.ts.
2026-05-29 16:33:30 -07:00
Vikhyath Mondreti 974a18dd61 improvement(media-blocks): new versions of image and video gen with latest models + fixes (#4667)
* improvement(media-blocks): new versions of image and video gen with latest models + fixes

* respect versioning for icons

* fix integration routes

* address comments

* address api mismatches

* more ltx 2.3 durations

* typing tightness
2026-05-19 16:42:04 -07:00
WaleedandClaude Opus 4.7 a251e45400 feat(sap): add SAP Concur integration block and SAP S/4HANA validation fixes (#4483)
* feat(sap): add SAP Concur integration block and SAP S/4HANA validation fixes

* added

* fix(sap_s4hana): preserve raw Set-Cookie array for CSRF cookie join

SecureFetchHeaders previously collapsed multi-value Set-Cookie headers
with ", ", forcing consumers to re-split via a fragile regex. Cookie
values containing "=" or "," (e.g., Base64 session tokens) could be
misparsed and produce malformed Cookie strings on CSRF-protected
mutations.

Add SecureFetchHeaders.getSetCookie() that returns the raw array, and
update the S/4HANA OData proxy's joinSetCookies to consume it directly.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(sap-concur): rename misleading exchange-rate tool, drop unusable refresh_token grant, validate geolocation host

- Rename sap_concur_get_exchange_rate to sap_concur_upload_exchange_rates (POST bulk upload, not GET)
- Remove refresh_token from SapConcurGrantType / Zod enum / block dropdown / docs (no implementation)
- Validate Concur geolocation hostname against SAP_CONCUR_ALLOWED_DATACENTERS

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* finished

* docs

* fix(docs): escape braces in tool/trigger description prose for MDX

Tool and trigger descriptions can contain URL path placeholders like
{reportId} or JSON-shape hints like { Items, NextPage }. When rendered
as MDX prose (not table cells), these were emitted unescaped and MDX
parsed them as JSX expressions, failing prerender with
"ReferenceError: reportId is not defined".

Escape { and } in the operation-level description and trigger
description renderers, matching the existing escaping in table-cell
descriptions.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(sap-concur): align with live API on travel-profile, itineraries, and context types

- list_travel_profiles_summary: rename Status query to Active with 1/0 values, tighten LastModifiedDate format hint
- list_itineraries / get_itinerary: use documented userid_type / userid_value / ItemsPerPage / Page query keys
- create_report_comment: contextType allows MANAGER (move to EXPENSE_READ_CONTEXT_TYPE_OPS)
- get_list_item: drop unused listId from block (tool only needs itemId)
- Tighten description copy on list_expenses/get_itemizations/associate_attendees/remove_all_attendees

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(sap-concur): correct Cash Advance v4.1 paths, add SCIM filter param

- Update Cash Advance create/get/issue tools from /cashadvance/v4/ to /cashadvance/v4.1/ to match the live API
- Add filter query param to list_users (SCIM v4.1 supports filtering by userName, employeeNumber, externalId)
- Regenerate docs MDX

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(sap-concur): drop SCIM list_users filter param (not supported on v4.1 GET)

SCIM Identity v4.1 GET /Users does not accept a filter query parameter — filtering
is only supported via POST /Users/.search (already exposed by sap_concur_search_users).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(sap-concur): final live-API alignment

Verified against live SAP Concur docs (concur/developer.concur.com preview branch):

- Revert Cash Advance paths to /cashadvance/v4/ (v4.1 endpoints do not exist; live spec is v4)
- Travel Profile v2 summary has no Active/Status query param — drop the filter from tool, types, and block
- Report Comments v4 contextType is TRAVELER or PROXY only (NOT MANAGER) — move create_report_comment + list_report_comments into the TRAVELER/PROXY context group
- Trip v1.1 query keys: userid_type / userid_value / ItemsPerPage / Page (snake/Pascal per docs) — already correct, kept

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* docs

* fix(sap-concur): restore Cash Advance v4.1 paths

Re-verified against live developer.concur.com docs at /api-reference/cash-advance/v4-1.cash-advance.html — only v4.1 endpoints are documented:
- POST /cashadvance/v4.1/cashadvances
- GET /cashadvance/v4.1/cashadvances/{cashAdvanceId}
- POST /cashadvance/v4.1/cashadvances/{cashAdvanceId}/issue

The /cashadvance/v4/ docs page returns 404. Reverts the prior local rollback in 9ef3a11d7.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 19:32:27 -07:00
WaleedandTheodore Li 147ac89672 feat(docs): fill documentation gaps across platform features (#4110)
* feat(docs): fill documentation gaps across platform features

* fix(docs): address PR review comments on chat OTP cookies and MCP env var placeholders

* fix(docs): replace smart quotes with straight quotes in JSX attributes

* update(docs): update mcp, custom tools, and variables docs

* Fix grammar

* mothership docs, tags, connectors, api, chat deploy, etc

* more info

* more

* feat(docs): auto-generate per-provider trigger documentation

Extends scripts/generate-docs.ts to produce one MDX page per trigger
provider (39 pages) in apps/docs/content/docs/en/triggers/. The 5
hand-written pages (index, start, schedule, webhook, rss) are never
touched.

Key additions to the generation script:
- resolveConstVariable() resolves module-level const spreads so
  providers like Vercel that build outputs from const variables (not
  just functions) are fully documented
- resolveTriggerBuilderFunction() extended to expand variable spreads
  (...varName) in addition to function-call spreads (...fn())
- groupTriggersByProvider() deduplicates v1/v2 trigger variants by
  name, keeping the highest-versioned one per provider
- writeIconMapping() adds bare-name aliases for versioned block types
  (github_v2 → github, fireflies_v2 → fireflies, etc.) so
  BlockInfoCard resolves icons for all 39 trigger providers
- extractTriggerConfigFields() filters readOnly display blocks (webhook
  URL displays, sample payloads, curl examples) from config tables

Each generated page includes: BlockInfoCard with correct icon/color,
trigger count, polling note where applicable, Configuration table, and
Output table for every trigger. No "Type:" lines.

* refactor(docs): align trigger docs structure with tools docs

- Use ### `trigger_id` headings (matching ### `tool_id` in tools docs)
- Wrap all trigger sections under a ## Triggers header
- Rename Configuration/Output to #### level (matching #### Input/Output)
- Use Parameter column header to match tools docs table style
- Map UI widget types to semantic types: short-input/long-input/dropdown
  → string, switch → boolean, slider → number, oauth-input → string

* refactor(docs): use human-readable names for trigger section headings

Trigger IDs are internal identifiers; users scan by name. Switch from
### `trigger_id` to ### Trigger Name for cleaner sidebar navigation
and better readability.

* fix(docs): resolve subBlock builder functions for all trigger Config sections

Extends generate-docs.ts to parse subBlock builder functions so all 15
providers previously missing Configuration sections now generate them.

Handles three patterns:
- `buildTriggerSubBlocks({extraFields: buildX(...)})` — extracts extra
  fields from the call site and resolves them from the provider's utils.ts
- `return [...]` — direct array return (Attio, Confluence, etc.)
- `blocks.push(...)` — imperative push pattern (Linear, Ashby)

Also resolves const-reference field IDs (SCREAMING_CASE) by searching
the webhook provider constants cache, fixing Gong's `gongJwtPublicKeyPem`
field which was previously unresolvable. Adds title-as-description fallback
for OAuth credential fields that have no explicit description.

* fix(docs): correctly destructure nested implicit-object trigger outputs

Fixes a parser bug where output fields with no top-level `type` key but
child fields each having their own `type`/`description` were incorrectly
parsed. The `type:` and `description:` regex matches were not
depth-aware, so values from nested children bled into the parent field.

Changes:
- Add `isAtDepthZero()` helper for brace-depth-aware regex matching
- Fix `parseFieldContent` to only match `type:` at brace depth 0
- Fix `extractDescription` to only match `description:` at brace depth 0
- Add implicit-object fallback: when no top-level `type` exists but child
  fields have their own types, treat as `object` with `properties`
- Regenerate all affected trigger docs (Cal.com payload, Linear data,
  Jira issue.fields, Ashby application, Greenhouse candidate, etc.)

* chore(docs): update static trigger and start page images

* feat(providers): add claude-opus-4-7 model with adaptive thinking support

* Add workflow version screenshots

* Add function block screenshots

---------

Co-authored-by: Theodore Li <theo@sim.ai>
2026-04-16 11:51:49 -07:00
Emir Karabegandwaleed c1d788ce94 improvement(integrations, models): ui/ux (#4105)
* improvement(integrations, models): ui/ux

* fix(models, integrations): dedup ChevronArrow/provider colors, fix UTC date rendering

- Extract PROVIDER_COLORS and getProviderColor to model-colors.ts to eliminate
  identical definitions in model-comparison-charts and model-timeline-chart
- Remove duplicate private ChevronArrow from integration-card; import the
  exported one from model-primitives instead
- Add timeZone: 'UTC' to formatShortDate so ISO date-only strings (parsed as
  UTC midnight) render the correct calendar day in all timezones

* refactor(models): rename model-colors.ts to consts.ts

* improvement(models): derive provider colors/resellers from definitions, reorient FAQs to agent builder

Dynamic data:
- Add `color` and `isReseller` fields to ProviderDefinition interface
- Move brand colors for all 10 providers into their definitions
- Mark 6 reseller providers (Azure, Bedrock, Vertex, OpenRouter, Fireworks)
- consts.ts now derives color map from MODEL_CATALOG_PROVIDERS
- model-comparison-charts derives RESELLER_PROVIDERS from catalog
- Fix deepseek name: Deepseek → DeepSeek; remove now-redundant
  PROVIDER_NAME_OVERRIDES and getProviderDisplayName from utils
- Add color/isReseller fields to CatalogProvider; clean up duplicate
  providerDisplayName in searchText array

FAQs:
- Replace all 4 main-page FAQs with 5 agent-builder-oriented ones
  covering model selection, context windows, pricing, tool use, and
  how to use models in a Sim agent workflow
- buildProviderFaqs: add conditional tool use FAQ per provider
- buildModelFaqs: add bestFor FAQ (conditional on field presence);
  improve context window answer to explain agent implications;
  tighten capabilities answer wording

* chore(models): remove model-colors.ts (superseded by consts.ts)

* update footer

---------

Co-authored-by: waleed <walif6@gmail.com>
2026-04-10 20:46:44 -07:00
Vikhyath Mondreti efb582e96a feat(voice): voice input migration to eleven labs (#4041)
* feat(speech): unified voice interface

* add metering for voice input usage

* ip key

* use shared getclientip helper, fix deployed chat

* cleanup code

* prep merge

* merge staging in

* add billing check

* add voice input section

* remove skip billing

* address comments
2026-04-08 01:01:51 -07:00
Waleed 762fbbd3e2 fix(docs): resolve missing tool outputs for spread-inherited V2 tools (#4020)
* fix(docs): resolve missing tool outputs for spread-inherited V2 tools

* fix(docs): add word boundary to baseToolRegex to prevent false matches

* fix(docs): remove unnecessary case-insensitive flag from baseToolRegex
2026-04-07 12:41:23 -07:00
WaleedandClaude Opus 4.6 68df7320bd refactor(triggers): consolidate v2 Linear triggers into same files as v1 (#4010)
* refactor(triggers): consolidate v2 Linear triggers into same files as v1

Move v2 trigger exports from separate _v2.ts files into their
corresponding v1 files, matching the block v2 convention where
LinearV2Block lives alongside LinearBlock in the same file.

* updated

* fix: restore staging registry entries accidentally removed

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* docs

* fix: restore integrations.json to staging version

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(generate-docs): extract all trigger configs from multi-export files

The buildTriggerRegistry function used a single regex exec per file,
which only captured the first TriggerConfig export. Files that export
both v1 and v2 triggers (consolidated same-file convention) had their
v2 triggers silently dropped from integrations.json.

Split each file into segments per export and parse each independently.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: restore staging linear handler and utils with teamId support

Restores the staging version of linear provider handler and trigger
utils that were accidentally regressed. Key restorations:
- teamId sub-block and allPublicTeams fallback in createSubscription
- Timestamp skew validation in verifyAuth
- actorType renaming in formatInput (avoids TriggerOutput collision)
- url field in formatInput and all output builders
- edited field in comment outputs
- externalId validation after webhook creation
- isLinearEventMatch returns false (not true) for unknown triggers

Adds extractIdempotencyId to the linear provider handler for webhook
deduplication support.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: restore non-Linear files accidentally modified

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: remove redundant extractIdempotencyId from linear handler

The idempotency service already uses the Linear-Delivery header
(which Linear always sends) as the primary dedup key. The body-based
fallback was unnecessary defensive code.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* idempotency

* tets

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-06 22:13:48 -07:00
WaleedandClaude Opus 4.6 e5aef6184a feat(profound): add Profound AI visibility and analytics integration (#3849)
* feat(profound): add Profound AI visibility and analytics integration

* fix(profound): fix import ordering and JSON formatting for CI lint

* fix(profound): gate metrics mapping on current operation to prevent stale overrides

* fix(profound): guard JSON.parse on filters, fix offset=0 falsy check, remove duplicate prompt_answers in FILTER_OPS

* lint

* fix(docs): fix import ordering and trailing newline for docs lint

* fix(scripts): sort generated imports to match Biome's organizeImports order

* fix(profound): use != null checks for limit param across all tools

* fix(profound): flatten block output type to 'json' to pass block validation test

* fix(profound): remove invalid 'required' field from block inputs (not part of ParamConfig)

* fix(profound): rename tool files from kebab-case to snake_case for docs generator compatibility

* lint

* fix(docs): let biome auto-fix import order, revert custom sort in generator

* fix(landing): fix import order in sim icon-mapping via biome

* fix(scripts): match Biome's exact import sort order in docs generator

* fix(generate-docs): produce Biome-compatible JSON output

The generator wrote multi-line arrays for short string arrays (like tags)
and omitted trailing newlines, causing Biome format check failures in CI.
Post-process integrations.json to collapse short arrays onto single lines
and add trailing newlines to both integrations.json and meta.json.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-30 16:30:06 -07:00
be6b00d95f feat(ui): add request a demo modal (#3766)
* fix(ui): add request a demo modal

* Remove dead code

* Remove footer modal

* Address greptile comments

* Sanatize CRLF characters from emails

* extract shared email header safety regex

Co-authored-by: Theodore Li <TheodoreSpeaks@users.noreply.github.com>

* Use pricing CTA action for demo modal

Co-authored-by: Theodore Li <TheodoreSpeaks@users.noreply.github.com>

* fix demo request import ordering

Co-authored-by: Theodore Li <TheodoreSpeaks@users.noreply.github.com>

* merge staging and fix hubspot list formatting

Co-authored-by: Theodore Li <TheodoreSpeaks@users.noreply.github.com>

* fix(generate-docs): fix tool description extraction and simplify script

- Fix endsWith over-matching: basename === 'index.ts'/'types.ts' instead
  of endsWith(), which was silently skipping valid tool files like
  list_leave_types.ts, delete_index.ts, etc.
- Add extractSwitchCaseToolMapping() to resolve op ID → tool ID mismatches
  where block switch statements map differently (e.g. HubSpot get_carts →
  hubspot_list_carts)
- Fix double fs.readFileSync in writeIntegrationsJson — reuse existing
  fileContent variable instead of re-reading the file
- Remove 5 dead functions superseded by *FromContent variants
- Simplify extractToolsAccessFromContent to use matchAll
- fix(upstash): replace template literal tool ID with explicit switch cases

* fix(generate-docs): restore extractIconName by aliasing to extractIconNameFromContent

* restore

* fix(demo-modal): reset form on open to prevent stale success state on reopen

* undo hardcoded ff

* fix(upstash): throw on unknown operation instead of silently falling back to get

---------

Co-authored-by: Theodore Li <teddy@zenobiapay.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Theodore Li <TheodoreSpeaks@users.noreply.github.com>
Co-authored-by: waleed <walif6@gmail.com>
2026-03-25 15:30:36 -07:00
Waleed 951c8fd5e9 feat(integrations): add integrationType and tags classification to all blocks (#3702)
* feat(integrations): add integrationType and tags classification to all blocks

* improvement(integrations): replace generic api/oauth tags with use-case-oriented tags

* lint

* upgrade turbo
2026-03-21 11:45:49 -07:00
WaleedandClaude Sonnet 4.6 fa181f0155 fix(landing): update broken links, change colors (#3687)
* fix(landing): update broken links, change colors

* update integration pages

* update icons

* link to tag

* fix(landing): resolve build errors and address PR review comments

- Extract useEffect redirect into ExternalRedirect client component to fix
  fs/promises bundling error in privacy/terms server pages
- Fix InfisicalIcon fill='black' → fill='currentColor' for theme compatibility
- Add target="_blank" + rel="noopener noreferrer" to enterprise Typeform link
- Install @types/micromatch to fix missing type declarations build error

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(icons): fix InfisicalIcon fill='black' → fill='currentColor' in docs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* remove hardcoded ff

* fix(generate-docs): fix tool description extraction for two-step and name-mismatch patterns

Replace the fragile first-id/first-description heuristic with a per-id
window search: for each id: 'tool_id' match, scan the next 600 chars
(stopping before any params: block) for description: and name: fields.
This correctly handles the two-step pattern used by Intercom and others
where the ToolConfig export comes after a separate base object whose
params: would have cut off the old approach.

Add an exact-name fallback that checks tools.access for a tool whose
name matches the operation label — handles cases where block op IDs are
short aliases (e.g. Slack 'send') while the tool ID is more descriptive
('slack_message') but the tool name 'Slack Message' still differs.

Remove the word-overlap scoring fallback which was producing incorrect
descriptions (Intercom all saying 'Intercom API access token', Reddit
Save/Unsave inverted, etc.).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-19 20:22:55 -07:00
Waleed 17bdc80eb9 improvement(platform): added more email validation utils, added integrations page, improved enterprise section, update docs generation script (#3667)
* improvement(platform): added more email validation utils, added integrations page, improved enterprise section, update docs generation script

* remove unused route

* restore hardcoded ff

* updated

* chore: install soap package types for workday integration

* fix(integrations): strip version suffix for template matching, add MX DNS cache

* change ff

* remove extraneous comments

* fix(email): cache timeout results in MX check to prevent repeated 5s waits
2026-03-19 13:02:03 -07:00
Waleed 6cb3977dd9 fix(visibility): updated visibility for non-sensitive tool params from user only to user or llm (#3095)
* fix(visibility): updated visibility for non-sensitive tool params from user only to user or llm

* update docs

* updated docs script
2026-01-31 11:31:08 -08:00
WaleedandClaude Opus 4.5 f99518b837 feat(calcom): added calcom (#3070)
* feat(tools): added calcom

* added more triggers, tested

* updated regex in script for release to be more lenient

* fix(tag-dropdown): performance improvements and scroll bug fixes

- Add flatTagIndexMap for O(1) tag lookups (replaces O(n²) findIndex calls)
- Memoize caret position calculation to avoid DOM manipulation on every render
- Use refs for inputValue/cursorPosition to keep handleTagSelect callback stable
- Change itemRefs from index-based to tag-based keys to prevent stale refs
- Fix scroll jump in nested folders by removing scroll reset from registerFolder
- Add onFolderEnter callback for scroll reset when entering folder via keyboard
- Disable keyboard navigation wrap-around at boundaries
- Simplify selection reset to single effect on flatTagList.length change

Also:
- Add safeCompare utility for timing-safe string comparison
- Refactor webhook signature validation to use safeCompare

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* updated types

* fix(calcom): simplify required field constraints for booking attendee

The condition field already restricts these to calcom_create_booking,
so simplified to required: true. Per Cal.com API docs, email is optional
while name and timeZone are required.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* added tests

* updated folder multi select, updated calcom and github tools and docs generator script

* updated drag, updated outputs for tools, regen docs with nested docs script

* updated setup instructions links, destructure trigger outputs, fix text subblock styling

* updated docs gen script

* updated docs script

* updated docs script

* updated script

* remove destructuring of stripe webhook

* expanded wand textarea, updated calcom tools

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-29 20:37:30 -08:00
Waleed bca355c36d feat(tools): added clerk tools and block (#3032)
* feat(tools): added clerk tools and block

* updated docs gen script

* use clerk api types
2026-01-27 16:45:48 -08:00
Waleed 929d0d01fd feat(sheets): added sheet selector for microsoft excel and google sheets tools (#2835)
* feat(sheets): added sheet selector for microsoft excel and google sheets tools

* upgrade generate docs script

* updated tests

* added sheet-selector to tool-input

* added cursor docs
2026-01-15 00:01:31 -08:00
Vikhyath Mondreti 2cee30ff15 feat(langsmith): add langsmith tools for logging, output selector use tool-aware listing (#2821)
* feat(langsmith): add langsmith tools for logging, output selector use tool-aware listing

* fix

* fix docs

* fix positioning of outputs

* fix docs script
2026-01-14 16:14:24 -08:00
Vikhyath Mondreti b6cbee2464 improvement(block-outputs): display metadata properties destructured (#2772)
* improvement(block-outputs):display metadata properties destructured

* add back icons

* fix google calendar

* reuse versioned tool selector

* fix null fields

* github optionality

* fix notion

* review stripe tools metadata

* fix optional tools + types

* fix docs type

* add db row tool + fix copilot versioning recognition
2026-01-12 18:36:21 -08:00
Waleed 2d4a660246 feat(intercom): added additional params to intercom tools (#2523) 2025-12-22 10:24:49 -08:00
Adam Goughandaadamgough 38be2b76c4 fix(slack): respect message limit, remove duplicate canonical representations (#2469)
* fix(slack): respect message limit, remove duplicate canonical representations

* removed comment

* updated docs script

---------

Co-authored-by: aadamgough <adam@sim.ai>
2025-12-18 20:37:14 -08:00
Waleed 2fcd07e82d feat(triggers): added rss feed trigger & poller (#2267) 2025-12-08 23:07:07 -08:00
Waleed 5630e133fd feat(tools): added zoom, elasticsearch, dropbox, kalshi, polymarket, datadog, ahrefs, gitlab, shopify, ssh, wordpress (#2175)
* feat(tools): added zoom, elasticsearch, dropbox, box, datadog, ahrefs, gitlab, shopify, ssh, wordpress

* added polymarket & kalshi, fixed ssh

* fix search modal bg instead of bgColor, added polymarket and kalshi new endpoints

* split up grafana

* update docs script & docs

* added more zoom endpoints

* remove unused box creds

* finished wordpress, shopify, kalshi

* cleanup

* revert envvar dropdown changes

* updated grafana endpoints
2025-12-03 20:09:27 -08:00
Waleed 9a6a6fdacb improvement(docs): updated with new ss, docs script updated to copy items from main app into docs for tools (#1918)
* improvement(docs): updated script to copy over icons, cleanup unnecessary pages

* updated script with auto-icon generation

* ignore translations, only icons changed

* updated images

* updated i18n.lock

* updated images
2025-11-12 01:15:23 -08:00
Waleed 4d7ebd8bcb feat(supabase): added vector search tool and updated docs (#1707)
* feat(supabase): added vector search tool and updated docs

* exclude generic webhook from docs gen

* change items to pages in meta.json for tools directory in the docs
2025-10-21 18:48:18 -07:00
Waleed 8f06aec68b fix(vulns): fix various vulnerabilities and enhanced code security (#1611)
* fix(vulns): fix SSRF vulnerabilities

* cleanup

* cleanup

* regen docs

* remove unused deps

* fix failing tests

* cleanup

* update deps

* regen bun lock
2025-10-11 22:14:31 -07:00