Commit Graph
785 Commits
Author SHA1 Message Date
Vikhyath MondretiandClaude 11c0d3b75d feat(organizations): sweep a joiner's owned workspaces into the org on join, disclose it at accept, and add external workspace invites (#5918)
* feat(invites): explicit external members

* update docs

* fix(organizations): atomic admin workspace sweep, removal-impact status in dialog, and preview-unavailable disclosure

Review round 1: the v1 admin add-member now commits membership and the
workspace sweep in one transaction; the remove-member dialog holds confirm
while the credential-impact check loads and shows a caution when it fails;
a failed join preview flags joinPreviewUnavailable so the accept screen
falls back to a generic migration notice. Also aligns the invite test's
react-query mock and repairs two pre-existing docs type errors.

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

* fix(organizations): close the concurrent-workspace escape in the join sweep

Personal workspace creation now serializes with organization joins on the
user's billing-identity lock and re-verifies membership inside its
transaction; both join paths (invite acceptance and the v1 admin add)
re-read the owned-workspace set under that lock after the member insert
and roll the whole join back when it diverged from the advisory-lock plan,
so a workspace created mid-join can never land outside the organization.

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

* fix(organizations): fail stale-grant member joins and re-resolve the creation race client-side

A member-role org acceptance whose grants all turned stale now rolls back
with workspace-not-found instead of stranding a workspace-less member, and
the workspace resolver treats the creation-vs-join 409 as a signal to
re-resolve (the user is authenticated with org workspaces) rather than
falling into the login path.

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

* fix(invitations): mirror the stale-grant gate in the join preview

The accept-screen preview now returns no-join for a member-role org
invite whose grants all left the stamped organization, matching the
acceptance-side rollback so the disclosure never promises a migration
that acceptance would refuse.

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

* fix(workspaces): survive the join race on lazy default creation and gate removal on live impact data

The workspace list GET now re-lists (returning the join sweep's
workspaces) when lazy default creation loses the race to an organization
join instead of failing with a 500, and the remove-member dialog gates
its confirm on isFetching so a background refetch can never let an admin
confirm against a stale credential-impact list.

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

* fix(invitations): surface the accept conflict message and refresh workspace caches post-accept

The accept route now carries the human-readable message alongside the
machine-readable error kind (the client prefers it for server-error), and
a successful accept invalidates workspace queries so the swept workspaces
appear immediately instead of after the stale window.

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

* fix(billing): sweep archived workspaces in Pro-to-Team conversion and org creation

Every attach call site now passes includeArchived so the archived escape
hatch is closed uniformly — join-attach, admin move, subscription-driven
org provisioning, and manual org creation all sweep archived personal
workspaces into the organization.

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

* fix(invitations): reject acceptance when the sweep set differs from the disclosed set

The join preview now carries the workspace ids it disclosed, the accept
screen echoes them back as a disclosure token, and acceptance rolls back
with disclosure-outdated (409) whenever the set it would sweep no longer
matches — a workspace created after the preview rendered can never move
without the user seeing the refreshed notice first.

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

* fix(invitations): send the disclosure token for no-join previews too

A preview that predicted no join still tells the user nothing moves — the
empty disclosed set is now echoed on accept, so a join that becomes
possible between preview and accept (left another org, billing turned
usable, grants un-staled) conflicts with disclosure-outdated instead of
sweeping workspaces without a rendered notice.

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

* fix(invitations): gate all-stale member joins before disclosure and always refetch removal impact

The all-stale check for member-role org invites now runs before any
mutation and before the disclosure comparison, so an invite whose grants
all left the org fails with workspace-not-found instead of trapping
owners of personal workspaces in a disclosure-outdated retry loop. The
removal-impact query drops its stale window (staleTime 0): every dialog
open refetches while the confirm is held on isFetching.

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

* fix(organizations): keep-external on org recovery and label archived move candidates

Org creation/recovery now uses the keep-external collaborator policy
(matching Pro-to-Team conversion) so different-org collaborators on
archived workspaces cannot abort it with a conflict, and the admin
workspace-move search and preflight expose an archived flag so internal
tooling can label archived targets.

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

* fix(invitations): guard the reverse disclosure direction

A will-join notice whose acceptance downgrades to no-join (stale
escalation denial, concurrent other-org membership) now fails with
disclosure-outdated instead of silently succeeding as an external grant —
the disclosure token binds the outcome in both directions.

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

* address comments

* fix

* fix(invitations): one invite surface, coalesced grants, coherent seat model

Consolidate the two invite modals into a single surface and fix the
semantics the split had been hiding.

Invite flow:
- One InviteModal for all three entry points (workspace header, workspace
  settings, organization settings), with a workspace multi-select and an
  explicit Membership choice that states the seat consequence.
- Coalesce grants instead of 500ing. A partial unique index allows one
  pending invitation per (email, organization), so inviting someone to a
  second workspace raised a raw 23505. New workspaces now merge into the
  pending invitation (with a retry for the concurrent-insert race) and the
  invitee gets one link covering everything.
- External collaborators require their own paid plan, checked at invite
  time and re-checked on accept, since the invitation lives for 7 days.
  Imposed externality is exempt in both places: an invitee already in
  another organization is forced external regardless of the inviter's
  choice, so the plan gate must not apply to them.
- Every invitation must grant at least one workspace, so accepting always
  lands somewhere. Enforced at creation for all roles.
- Revocation is grant-scoped. Since one invitation can span workspaces,
  revoking from a workspace's member list withdraws only that grant and
  cancels the invitation just when the last one goes. Whole-invitation
  revocation now requires authority over all of it rather than admin on
  any single granted workspace.
- The accept screen names every granted workspace and states whether the
  invitee joins as a member, an admin, or an external collaborator, and
  whether that uses a seat.

Seats:
- One rule for the pending-invitation predicate, seat capacity, and the
  derived figures; the three counting sites now share it.
- Team seats are elastic (subscription.seats tracks the member count), so
  treating that as a cap reported negative headroom on any outstanding
  invite. Available seats are clamped and gates branch on whether the plan
  actually has a fixed cap.
- POST /api/v1/admin/organizations/[id]/members could never succeed on
  Team: it validated N members against N seats. It now skips the cap for
  elastic plans, matching invitation acceptance, and reconciles seats
  after a committed add.

Also surfaces the External label on the workspace Teammates list, which
already received the flag and dropped it, and removes dead code: the
grantless organization-invite route and contract, three unreferenced
invitation helpers, and the unreachable
ensureUserInOrganization/addUserToOrganization/validateMembershipAddition
cluster.

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

* fix(invitations): close the two accept-disclosure gaps Bugbot found

Membership notice ignored the join preview. `buildMembershipNotice` keyed off
the invitation's sent `membershipIntent`, but acceptance resolves an internal
invite to external when the invitee already belongs to another organization, or
when the granted workspace changed organizations after the invite went out. The
screen therefore promised "you'll join as a member, which uses one of their
seats" to people who would neither join nor consume a seat. It now keys on the
preview's `willJoinOrganization` — the same signal the migration notice already
used — and falls back to the sent intent only when no preview could be computed.

In-app accept skipped the disclosure entirely. `useAcceptMyInvitation` posted an
empty body, so `disclosedWorkspaceIds` was absent and the server's consent guard
was skipped, and the pending-invitations modal never showed which owned
workspaces would move. Accepting from the workspace switcher (including the
desktop path) could silently sweep personal workspaces into the organization,
bypassing the consent model this PR adds on /invite. The list endpoint now
returns each invitation's join preview, the modal renders the same
membership/migration disclosure as /invite, and accept echoes
`disclosedWorkspaceIds` so the guard applies on both paths.

Both notices moved into lib/invitations/disclosure-copy.ts and are consumed by
/invite and the modal, so the two accept surfaces cannot drift into disclosing
different outcomes for the same invitation — which is how this gap arose.

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

* fix(invitations): carry the membership outcome in the disclosure token

Empty disclosure skipped membership consent. The token was only the
workspace-id list, so a no-join preview and a will-join preview for someone who
owns nothing both echoed `[]`. Neither guard could tell those apart: the forward
check compares sweep sets, and the reverse check required a non-empty disclosed
set. An invitee who left their other organization between preview and accept
would therefore be silently made a seat-consuming member after being told they
would stay external, and the mirror case could silently demote a promised join.

The accept body now also carries `disclosedWillJoinOrganization`, compared
against the resolved outcome before any write, so consent covers the membership
decision and not just the migration. Both accept surfaces send it.

This was widened by the previous commit: keying the membership notice on the
preview made the screen promise a join outcome the token never verified.

In-app accept errors lacked copy. `getInvitationErrorMessage` omitted
`external-requires-paid-plan`, `disclosure-outdated`, and
`workspace-not-found`, so those failures fell through to the generic "may have
expired" fallback. `disclosure-outdated` became newly reachable in-app the moment
that path started sending the token, so the gap arrived with the fix for it.

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

* fix(invitations): compare the join disclosure against new-membership creation

The membership consent guard compared the disclosed outcome against
`shouldJoinOrganization`, which stays true for an invitee who already belongs to
the target organization — the invitation's intent is still internal. The join
preview reports no-join for exactly that case, because nothing changes for them.
Every such acceptance therefore failed `disclosure-outdated`, and the retry
re-rendered the same preview, so the invitation became permanently unacceptable.

The guard now compares against whether acceptance creates a NEW membership
(`shouldJoinOrganization && !alreadyMemberOfTargetOrganization`), which is what
the disclosure actually promises and what the preview reports. The
already-a-member predicate is hoisted and shared with the join block below so
the guard and the billing path cannot disagree about it.

Regression test asserts a pre-existing member accepts with a no-join disclosure;
it fails with `disclosure-outdated` against the previous comparison.

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

* fix(invitations): tell an existing member their standing is unchanged

The join preview reported the same no-join shape for two different outcomes: an
external collaborator, and an invitee who already belongs to the organization
acceptance lands in. `buildMembershipNotice` rendered both as "you'll join as an
external collaborator ... everything you own stays yours", which is wrong for an
existing member — they stay an internal member and simply gain the granted
workspaces.

The preview now reports `alreadyMemberOfOrganization` for that case (a
membership in a DIFFERENCE organization is still the external path, since
acceptance downgrades), and the notice states that standing is unchanged. This is
the same conflation behind the accept loop fixed in 4eb7725f1a, now removed from
the shape itself rather than worked around per consumer.

Also re-verify the removal-impact disclosure at the moment of confirmation.
`isFetching` only holds the confirm button while a request is in flight, so an
identity-bound credential the member gained after the fetch settled would break
on removal without ever being disclosed. Confirm now refetches and, if the set
changed, keeps the dialog open on the refreshed warning instead of proceeding.

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

* fix(invitations): serialize the join-preview reads, revert the removal refetch

Two corrections to this branch's own review fixes.

The pending-invitations list computed each row's join preview with Promise.all.
Every preview issues several queries, and the endpoint is hit whenever the
workspace switcher opens, so that held one pooled connection per pending
invitation for as long as the slowest one took. The loop is sequential now; the
list is a handful of rows, so the latency is not worth the pool pressure.

The removal-impact refetch on confirm is reverted. It changed behaviour — a
click could silently do nothing — and it did not actually close the window it
targeted: the credential set can still change between the refetch and the
independent DELETE, because the removal endpoint neither receives nor
revalidates the disclosed set. Closing that properly means passing the
disclosure to the endpoint and revalidating there, which is a feature rather
than a review fix, so the prior behaviour stands until it is done deliberately.

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

* fix(invitations): disclose the seat on a personal-workspace join

Both accept surfaces scoped the membership notice on `organizationId` or the
preview's `organizationName`. A personal-workspace invite has neither until
acceptance runs — it creates the organization by converting the billed owner's
Pro to Team — so the seat and membership disclosure was suppressed for exactly
the case that creates the membership. They now also scope on the preview's
`willJoinOrganization`, which is the authoritative signal.

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

* fix(invitations): make the join preview a discriminated outcome

The preview returned one no-join shape for five different results — external
intent, already a member, a membership in another organization, a dead-grant
rejection, and a billing rejection. Two accumulating booleans could not separate
them, and the accept screen rendered the external copy for all of them: it told
people whose acceptance would fail with `upgrade-required` or
`workspace-not-found` that they were getting workspace access without a seat.

It now reports one `outcome`: `will-join` (a seat is taken), `already-member`
(only workspace access changes), `external` (never a seat), or `blocked`
(acceptance fails, so nothing is promised). `blocked` renders no membership
notice — silence is accurate where the external claim was false. The accept
button is deliberately left enabled: those cases already fail closed with the
correct error, and choosing what to actively tell someone whose organization's
payment lapsed is a product decision, not a review fix.

This also fixes a live mis-attribution the previous commit's guard introduced.
The consent check ran before the gates that produce the real cause, so a blocked
invitation returned `disclosure-outdated` — and the retry re-rendered the same
preview, leaving the invitee looping with no explanation. The guard now sits
after the dead-grant gate, and a disclosed `blocked` skips the comparison so the
billing gate below can surface `upgrade-required` instead.

The accept body carries `disclosedOutcome` in place of the boolean; the
membership comparison is unchanged (`will-join` versus a new membership being
created), so no acceptance that previously succeeded now fails.

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

* fix(invitations): let billing-disabled personal invites be accepted

The consent guard derived "a membership will be created" from
`shouldJoinOrganization`, which is still true at that point — it is only cleared
much later, after provisioning fails to yield a target organization. With billing
disabled and no organization on the workspace there is nothing to provision and
nothing to join, so the preview correctly reports `external` while the guard
computed `will-join`, rejecting every personal and grandfathered workspace invite
as `disclosure-outdated`. The retry rendered the same preview, so those invites
could not be accepted at all on billing-disabled deployments.

The predicate now mirrors the preview's own condition, so the two cannot drift.
Regression test asserts acceptance succeeds with billing off; it fails with
`disclosure-outdated` against the previous predicate.

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

* fix(invitations): allow External with billing off, mark cross-org org invites blocked

The External paid-plan requirement is seat economics — an external collaborator
takes no seat, so somebody else must be paying for them. With billing disabled
there are no seats and no subscription rows at all, so every account resolves as
`free` and choosing External failed at send time and would have failed at accept.
Member and Admin still worked, so a self-hosted deployment had no way to grant
workspace-only access without an organization join and a workspace sweep. Both the
invite-time and accept-time gates now short-circuit when billing is off.

A route test asserted that rejection without setting `isBillingEnabled`, which
the shared mock defaults to false — it passed only because the gate ignored the
flag. It now opts in explicitly, since the rule it covers is billing-only.

Separately, the preview reported `external` for any invitee already in a
different organization, but acceptance only downgrades a workspace-kind invite
with live grants; an organization-kind invite hard-fails with
`already-in-organization`. Those now report `blocked`, so the screen stops
promising external access that acceptance can never grant. Legacy
organization-kind rows still exist and coalescing preserves that kind, so this is
reachable.

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

* fix(invitations): require org admin to grant org Admin, and two disclosure gaps

Privilege escalation. `createWorkspaceInvitation` stamped organization role
`admin` whenever the caller passed `membership: 'admin'`, but authorization only
checked workspace admin access — and unifying the invite modals exposed the Admin
option to any workspace admin, where it had previously been reachable only from
organization settings. A workspace-scoped administrator could therefore invite
someone who joins as an organization Admin, gaining admin on every workspace the
organization owns plus member and billing management. The inviter must now already
hold organization owner/admin, checked server-side because the batch endpoint is
reachable without the modal, and the modal no longer offers Admin to anyone else.

The preview promised external access without mirroring acceptance's
`external-requires-paid-plan` gate, so a free invitee — one who cancelled Pro, or
left the organization that forced the external invite — was told they had
workspace access and then refused. It now mirrors that gate, including its
exemptions (billing on, organization-owned workspace, externality not imposed),
and reports `blocked`.

The modal's Enterprise seat check counted every non-External email as a seat. The
server does not: an existing organization member is granted access directly, and
an invitee already in another organization is forced external. The hard block
refused batches the API would have accepted, so it is advisory now — per-email
failures already come back with reasons.

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

* fix(invitations): restore the invite admin gate, hedge an unknown outcome

Consolidating the modals dropped a permission check. The old workspace-header
modal derived `canInviteMembers` from `userPermissions.canAdmin` internally and
disabled its field and button; the shared modal takes `canInvite` as a prop that
defaults to true, and no call site passed it. Non-admins therefore saw a fully
enabled invite form and only learned otherwise when the server refused the send.
All three entry points now supply it: workspace admin for the header, the
existing `canManage` for the workspace Teammates page, and organization
owner/admin for organization settings.

When the join preview cannot be computed the outcome is unknown, and the callers
send no disclosure token — so acceptance runs without the consent guards. The
membership notice nevertheless asserted a seat-taking join from the sent intent,
which acceptance may resolve to external, already-a-member, or a failure. It is
conditional now ("If you're added to X as a member, that uses one of their
seats"), so the consequence is still disclosed without being claimed as settled.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 20:27:55 -07:00
94778eb68d feat(pi): add update PR mode (#6031)
* feat(pi): add update branch mode

* feat(pi): manage pull requests in update mode

* docs(pi): clarify closed PR behavior

* fix(pi): handle update PR finalization races

* fix(pi): accept renamed update PR repositories

* fix(pi): clarify shared open PR errors

* fix(pi): recheck update PR ambiguity

* fix(pi): recreate closed update PRs

* fix(pi): follow replacement update PRs

* fix(pi): preserve update PR BYOK after staging rebase

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>
2026-07-29 18:59:03 -07:00
Waleed 911b958dbd feat(exa): refresh Exa integration against current API, retire dead research endpoint (#6074)
* feat(exa): refresh Exa integration against current API, retire dead research endpoint

Exa's dev-rel team flagged that our integration was written against a
retired version of their API. Validated every claim against the live API
with a real key.

- /research/v1 returns HTTP 410 RESEARCH_RETIRED, so the Research
  operation was hard-broken in production. Removed it and added an Agent
  operation on /agent/runs. Saved workflows on the old operation are
  routed to Agent so they start working again.
- Category dropdown sent values Exa no longer recognizes (research_paper,
  news_article, movie, song, ...). Exa accepts category as an unvalidated
  soft hint, so these silently stopped steering results rather than
  erroring. Replaced with the current taxonomy and remapped legacy values.
- Live crawl mode defaulted to 'never', silently forcing cache-only
  results on every search. Removed the default and exposed maxAgeHours,
  which replaces the deprecated livecrawl. Exa 400s when both are sent,
  so they are now mutually exclusive.
- numResults was capped at 25 in the UI; the API allows 1-100.
- Search types refreshed to instant/fast/auto/deep-lite/deep/
  deep-reasoning. Legacy neural/keyword still pass through.
- Exposed result id so search results can be chained into Get Contents
  via ids, plus highlightScores, subpages, entities, extras, statuses,
  requestId, and outputSchema structured output with grounding.
- answer text controls cited-source text, not the answer; fixed the
  description and the dead query field.
- Marked findSimilar and the crawl-date filters deprecated. Both still
  work, so existing workflows are unaffected.
- Copilot search-online never requested page content, so every snippet
  was empty. Now requests highlights.

* fix(exa): address review findings on the API refresh

- A run already terminal on creation went through a path that never set
  success=false, so a failed or cancelled run reported as successful.
  Both the create path and the poll loop now settle through one function.
- Routing exa_research to Agent dropped the research output shape, so
  saved workflows referencing research[0].text resolved to undefined. The
  agent tool now also emits that legacy shape.
- The Agent operation's inputs are conditioned on both exa_agent and
  exa_research so the serializer keeps carrying a stored research query;
  it drops any value whose sub-block condition no longer matches.
- Dropped the model to effort mapping and the unused ExaResearchParams:
  the serializer drops values for removed sub-blocks, so model never
  reached the params function.

* fix(exa): keep legacy research model, add subblock migrations, sharpen outputs

The subblock ID stability check caught the removed subblocks — that gate
exists precisely to stop removals from breaking deployed workflows.

- Restore the research model sub-block, scoped to the legacy exa_research
  operation so it never shows for new workflows but still serializes for
  saved ones, and restore the model to effort mapping. Removing it lost
  the configured research depth, silently falling back to effort auto.
- Register useAutoprompt and livecrawl in SUBBLOCK_ID_MIGRATIONS as
  intentional removals. Neither has a value-compatible replacement:
  livecrawl is a mode string and maxAgeHours a number, so mapping one to
  the other would send NaN.
- Replace vague json output descriptions with their inner field lists.
- Drop the separate compat test file; the coverage that guards real
  regressions now lives in exa.test.ts.

* fix(exa): flag empty Get Contents configs in the editor, keep legacy research depth

- A saved research workflow with no stored model fell through to the
  Agent default of auto rather than the standard depth the old Research
  operation used. Legacy research now always maps to an effort level,
  defaulting to medium, and the legacy model sub-block carries the same
  default the old dropdown had.
- Get Contents needed both selectors optional so the ids path is
  reachable, which left an empty config failing only at run time. URLs is
  now conditionally required, dropping the requirement when result IDs
  are supplied, so the editor flags the empty case. The exactly-one check
  in the request body stays as the backstop.

* fix(exa): revert conditional required on Get Contents URLs

The conditional required callback did not work and introduced a
regression. `isFieldRequired` in webhook deploy calls `config.required()`
with no arguments, so the callback never saw `ids` and left URLs required
— an ids-only block would have been reported as missing a required field
on deploy. `collectBlockFieldIssues` skips sub-block required checks
whose id matches a tool param, so it never evaluated the callback either.

Both selectors go back to optional with the exactly-one check in the
request body, which is what the integration rules prescribe for mutually
exclusive alternate identifiers. Added a comment recording why a
conditional required cannot express this, so it is not reattempted.
2026-07-29 18:18:05 -07:00
Waleed f0b79c5cc6 chore(deps): upgrade next 16.2.11 -> 16.2.12 (#6077)
16.2.12 is the current stable (published 2026-07-25) and its entire
changelog is two PRs: a docs backport and vercel/next.js#95831, "Fixes to
support TypeScript 7".

That second one matters here. `apps/sim` declares `typescript: ^7.0.2` and
the lockfile resolves 7.0.2, while 16.2.11 predates any TS7 handling — not
even the actionable-error guard (#95837), which was never merged. The
upstream symptom is `next build` dying with a silent SIGSEGV during its
type-check step, because the legacy TypeScript JS API that Next called is
gone in TS7. Builds pass today only because Next detects
@typescript/native-preview as the compiler and takes a different path, so
we are accidentally-working rather than supported. 16.2.12 adds the
`experimental.useTypeScriptCli` backend that makes this configuration
official.

Zero build-performance content in the patch, so this is not a speed change.

Bumps all eight pins in lockstep — next, @next/env and the four
@next/swc-* binaries at the root, plus the three app/package copies. The
swc binaries must move with next: they are platform-gated
optionalDependencies, so a version skew or a gate exclusion leaves them out
of bun.lock entirely and `bun install --frozen-lockfile` installs no
compiler at all (the #5945 failure).

Also re-dates the bunfig.toml gate note, which said to drop the next
entries on 2026-07-28 — yesterday. 16.2.12 is inside the 7-day window until
2026-08-01, so following that instruction would have blocked this bump and
re-triggered the missing-compiler failure. Re-date on future bumps rather
than deleting the entries early.
2026-07-29 18:10:50 -07:00
Vikhyath MondretiandClaude f78367c4e8 feat(logfire): add Pydantic Logfire block, tools, and docs (#6075)
Four read-token tools over Logfire's query API: structured span/log search,
raw SQL against records/metrics, full-trace fetch by ID, and read-token
introspection. Plus the block, icon, registry wiring, and generated docs.

Requests go to /v2/query with the region resolved from the token's
pylf_v{n}_{region}_ prefix, overridable by an explicit region or a self-hosted
host (public HTTPS only, per the tool executor's URL policy). Structured
filters are emitted as escaped SQL literals, using DataFusion contains() so
%/_ in user input stay literal.

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-29 18:07:39 -07:00
25d8019a54 feat(pi): Babysit foundations — shared PR/push extraction, five GitHub tools, sandbox lifetime (#5962)
* feat(pi): optional multi-provider web search for the coding agent

Adds a search provider dropdown (Exa, Serper, Parallel, Firecrawl) to the Pi
block, off by default. The selected provider's key comes from the block field or
Workspace Settings → BYOK; a Sim-hosted key is never spent, so a missing key
fails the run with a setup message instead of quietly billing Sim.

Search is available in all three modes. Local Dev and Review Code register a
host-side tool that goes through the existing provider tools, while Create PR has
no host in the loop and gets a generated Pi extension in the sandbox. Both paths
derive their requests from one normalizer and are held together by a parity test,
since the sandbox copy cannot import Sim's code.

Results are normalized to title, URL, snippet, and publication date, capped per
field and per envelope, marked untrusted in the prompt, and limited to 20
searches per run so a tool loop cannot drain the workspace's quota.

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

* fix(pi): drop the banned JSON round-trip from the search parity test

`check:utils` bans `JSON.parse(JSON.stringify(...))`. The round-trip was
normalizing the host body to its wire form, which buys nothing here: the bodies
are plain JSON and `toEqual` already ignores undefined members.

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

* chore(agents): add reviewed-development skill and the babysit implementation plan

Carries the plan and review protocol into the repository so a cloud agent
working from the remote can read them. Temporary: the plan is removed before
this branch goes for review.

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

* feat(pi): babysit foundations — shared PR/push extraction, GitHub tools, sandbox lifetime

Stage 1 of the Babysit plan (.agents/plans/pi-babysit-mode.plan.md), sections 0,
3, and 7 plus their tests. The Babysit mode itself lands in stage 2.

Section 0 — shared extraction and push hardening:
- Move PREPARE_SCRIPT, PUSH_SCRIPT, and the finalize path/size constants from
  cloud-backend.ts into cloud-shared.ts.
- Move Review Code's PR snapshot helpers into pi/github-pr.ts, generalized off
  PiCloudReviewRunParams to a plain PullRequestCoordinates, and split the raw
  fetch from the "must be open" wrapper so a mode that has to report a closed PR
  gracefully can build on the raw form.
- Harden the one token-bearing command: GIT_CONFIG_NOSYSTEM/GIT_CONFIG_GLOBAL on
  its env, git by absolute path, and an explicit HEAD:refs/heads/$BRANCH refspec.
  The clone script now emits a .git/config digest marker as its last line for
  every mode; only Babysit will verify it.

Section 3 — five GitHub tools, registered but not wired into the block dropdown:
github_list_review_threads, github_reply_review_thread,
github_resolve_review_thread, github_status_check_rollup (GraphQL) and
github_job_logs (REST). Plus a nullable repo_full_name on the PR reader's branch
parse, declared on its own output rather than the shared BRANCH_REF_OUTPUT.

Section 7 — CreateSandboxOptions.lifetimeMs threaded to E2B's timeoutMs, clamped
below the one-hour Hobby ceiling and lowerable by PI_SANDBOX_LIFETIME_MS. Daytona
is deliberately untouched. The per-command Pi timeout is capped at the lifetime.

* fix(tools): correct the rollup CheckRun selection and stop leaking the token on redirect

Two defects found in review, both verified against the live GitHub API.

GraphQL's CheckRun has no `output` object — that is REST's shape. It exposes
`title`, `summary`, and `text` as flat nullable fields, confirmed by introspecting
the schema. The old selection made every github_status_check_rollup call fail with
"Field 'output' doesn't exist on type 'CheckRun'", delivered as an HTTP 200 errors
payload that no fixture-based test could catch. The corrected query was run against
a real PR and returns 18 check runs plus a Vercel status context, with title and
summary null on every Actions run exactly as the plan predicted.

github_job_logs redirects to third-party blob storage, and Sim's tool fetch follows
redirects itself rather than through the fetch spec, so it replayed the GitHub token
to that host. Tools can now declare `stripAuthOnRedirect`, and the log reader does.

Also from review: pin Review Code's "must be open" guard with a test now that it
lives in its own function, drop the stream reader in github_job_logs since the
executor already hands transformResponse a capped buffer, and correct three doc
comments that overstated what they guaranteed.

* test(tools): cover the stripAuthOnRedirect plumbing end to end

Asserting the flag on the tool config alone would not catch a regression in
formatRequestParams or in the executor's call into secureFetchWithPinnedIP, so
pin what the fetch layer actually receives, in both the opted-in and the default
case.

* fix(pi): correct the push-hardening claim, reserve finalize time, tighten isRequired

Three review findings, each verified rather than taken on faith.

PUSH_SCRIPT's comment claimed GIT_CONFIG_NOSYSTEM and GIT_CONFIG_GLOBAL close
config-driven URL rewriting. They do not: reproduced locally on git 2.43, a
repository-local url.*.insteadOf still rewrites the push URL and sends the token's
userinfo to another host. That is the scope a root agent in the checkout can
actually write, and it stays open until a mode verifies the config digest — which
is Babysit, per the plan. The comment now says that instead of the opposite.

PI_TIMEOUT_MS capped the Pi command at the whole sandbox lifetime, so the sandbox
always died first and the stated benefit — a clean timeout instead of an opaque
SDK error — could never happen. It now reserves the clone and finalize budgets it
shares the sandbox with, leaving the host time to commit and push whatever the
agent produced.

isRequired is Boolean! on both CheckRun and StatusContext (confirmed by schema
introspection), so the nullable parse modelled a value GitHub cannot send and left
stage 2 a tri-state to handle. It is required now, and an absent value fails loudly
rather than reading as "not required", which would let a failing required check
stop blocking the green verdict.

Also: a github-pr.test.ts pinning that the raw fetchPrSnapshot does not throw on a
closed PR (the entire reason for the wrapper split, previously untested), a
cloud-shared.test.ts for the timeout reserve and the digest line, the E2B lifetime
ceiling documented next to E2B_PI_TEMPLATE_ID as section 7 asks, and the new
registry tests no longer leaving their fake tools registered.

* fix(pi): reserve both finalize budgets in the Pi command timeout

Create PR dispatches two commands at FINALIZE_TIMEOUT_MS, not one — the commit
and the push — so reserving a single budget left the push unbudgeted and the
worst case overshot the sandbox lifetime by exactly that amount. Losing the
sandbox during the push is the most expensive moment to lose it: the work is
committed and unpushed, which is the outcome the reserve exists to prevent.

The comment no longer claims more than the arithmetic delivers. What is reserved
is each command's timeout ceiling rather than its measured elapsed time, so this
is a budget that adds up, not a guarantee. Two other comments described Babysit
verifying the config digest in the present tense, when no mode verifies it yet.

Also drops the digest-line test: it asserted a string constant contains its own
substrings, while cloud-backend.test.ts already pins the property that matters —
the marker being the clone's last line, after the remote rewrite.

* docs(pi): stop describing Babysit's digest check in the present tense

Three comments still read as statements of current behavior: the Create PR push
test's note beside the assertion that proves no verification happens, github-pr's
module doc naming a second consumer that does not exist yet, and the timeout
floor claiming a short-lifetime run was doomed regardless when the reserved
ceilings are pessimistic enough that it may well finish.

* fix(pi): scope the sandbox lifetime cap to E2B and harden the job-log path

Deriving PI_TIMEOUT_MS from the E2B lifetime applied it to every provider, so a
Daytona Create PR run lost its ~90-minute agent turn to a ceiling Daytona does
not have — it stops on inactivity instead. The reserve now only applies when the
provider imposes an absolute lifetime.

A configured PI_SANDBOX_LIFETIME_MS below the clone and finalize reserves left no
positive remainder for the turn, so E2B could reap the sandbox before the push.
Such a value is raised to a floor rather than rejected: a module-scope throw on a
config typo would take down every path that imports this, not just Pi.

github_job_logs returns its response body verbatim, so unlike its siblings that
parse a typed shape, a coordinate carrying URL syntax turned a bearer-authenticated
request into a general read. Path segments are now escaped and the job id checked.

Also corrects the plan's rollup field path: GraphQL's CheckRun has no output
object, and isRequired is Boolean!, so stage 2 needs neither the nested path nor
an unknown-required branch.

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

* Add Pi Babysit mode

* fix(pi): wait on required checks before optional failures

* fix(pi): preserve Daytona babysit budget

* fix(pi): bound babysit round setup

* fix(pi): keep babysit sandboxes active

* fix(pi): report babysit round state accurately

* fix(pi): classify babysit finalize failures

* fix(pi): preserve babysit partial state

* fix(pi): retain post-push check state

* fix(pi): retain pending rereview state

* fix(pi): normalize empty sandbox provider

* Move Babysit into Create PR

* Fix Babysit wait-only budgeting

* Wait for reviews before skipped-thread exit

* Polish Babysit reviewer field spacing

* Fix duplicated Internet Search section from staging merge

The staging merge landed the branch's Internet Search section and
staging's reviewed replacement side by side, leaving two `### Internet
Search` headings and two `#internet-search` anchors. The branch's copy
also still claimed a Settings > BYOK fallback for the search key, which
staging deliberately removed.

Keep staging's section and fold the branch's only new fact — that the
Babysit continuation sandbox carries both keys — into its warning callout.

* fix(pi): correct Babysit check, budget, and push-guard accuracy

Correctness:

- The `.github/` push refusal compared raw `git diff --name-only` output,
  which git C-quotes for non-ASCII paths. `.github/workflows/évil.yml`
  arrived as `".github/workflows/\303\251vil.yml"` — leading quote included
  — so neither `.github` nor `.github/` matched and the file pushed. Both
  name-listing diffs now pin `core.quotePath=false`; Create PR's does too so
  `changedFiles` reports real names.
- `CANCELLED` and `STALE` were counted as non-failing conclusions, so a
  cancelled required check produced `checksGreen: true` and `stopReason:
  'clean'` on a PR branch protection still blocks. Both now fall through to
  failing, matching every other unknown conclusion.
- The per-round check bound counted optional checks, so a repo with a wide
  optional matrix ended the run at `bounds_exceeded` before a single review
  thread was addressed. Only required-check overflow is fatal now; the rest
  trims, required checks first, and reports what was left out. This also
  makes the prompt's existing slice reachable.
- A re-review request that posted nothing still re-armed `requestedAt` with
  `landed: false`, leaving the loop waiting on a review nobody had asked
  for — burning the remaining lifetime on a billed idle sandbox before
  reporting `awaiting_review` on a clean PR. The previous request now stands.
- Prompt bounds threw where every other bound in the file trims, ending a
  busy PR's run on round one after the PR and its review comments were
  already posted. They now drop trailing entries and note the omission.
- `babysitMode` used a strict boolean compare; a `switch` input arriving as
  the string 'true' silently opened a draft PR and skipped Babysit while the
  editor showed it enabled. Matches `wait-handler`'s coercion now.
- The fork check compared head against the block's typed owner/repo, so a
  renamed repository — which GitHub serves through a 301 while reporting the
  canonical name — was reported as a fork. Compares head against base now.
- Each round's diff is capped like Create PR's. The cumulative guard measures
  the net change, so a round that reverts an earlier addition passed it while
  contributing a full-size diff.
- Reviewer mentions must start with `@`. Each entry becomes its own issue
  comment re-posted every round, so a comma inside one left prose on the PR.

Efficiency:

- Thread and check reads per poll now run together; neither consumes the
  other's result and both are paginating loops.
- `babysitReviewLandedSince` takes the `latestReview` the caller already
  fetched instead of re-listing the PR for it.
- Actions log reads fan out in small batches rather than one at a time.

Cleanup:

- `BabysitFinalizeError` was a twin of `BabysitGitHubError`; folded together.
- Replaced the hand-inlined copies of `threadsAreClean`.
- Dropped `MEMORY_MODES`, a duplicate of `AUTHORING_MODES`, and the
  `parsePiMode` tombstone for a mode that never shipped.

Adds regression tests for the quoted `.github` path, cancelled/stale required
checks, and the renamed-repository snapshot.

* fix(pi): budget Babysit against the run's real deadline

Three fixes that each needed to land a level below where the symptom showed.

Execution deadline. Babysit planned its wait loop against
`getMaxExecutionTimeout()`, which unconditionally returns the enterprise
async ceiling (90 min) with no regard for the run's plan or sync/async mode
— the sync ceiling is 300s on free, 3000s on pro. A synchronously triggered
run was therefore killed mid-loop with the PR already opened, its review
comments already posted, and none of the rounds/stopReason outputs produced.

Rather than thread a numeric deadline through ExecutionContext — five entry
points that would each have to remember it, and nothing to catch the one that
forgot — `createTimeoutAbortController` now records the deadline against the
signal it creates, and `getRemainingExecutionMs(signal)` reads it back. The
number cannot disagree with the timer that enforces it, because both are
established in the one place the timeout exists, and every entry point
already hands the executor that signal. `undefined` means unknown, not
unlimited: Babysit keeps the old ceiling as its fallback for an untimed run.

Job logs. The executor caps a response at 10 MB and throws rather than
truncating, so a verbose CI job produced no diagnostic at all — and GitHub
Actions reports null title/summary on every check run, leaving the agent a
bare URL it has no tool to follow. The tool now sends `Range: bytes=-N` so
the storage host returns only the tail. Since a suffix range is a request and
not a guarantee, a 200 still takes the local slice.

That made the old output dishonest, so the contract changed while the tool is
still new and has one consumer: `totalCharacters` (which a ranged read cannot
know) is replaced by `totalBytes`, sourced from the `Content-Range` total and
null when unreported. A ranged body is trimmed at its first line break, since
the byte window cuts mid-line and can split a multi-byte character.

Generated docs. `github.mdx` was missing the `repo_full_name` the PR reader
now returns, and regenerating deleted the head/base rows instead of adding it:
`scripts/generate-docs.ts` only expands a spread at depth 0 of a const, and
`PR_BRANCH_REF_OUTPUT` spread inline under `properties`. Restructured into a
named properties const in types.ts, next to the shapes it belongs with, which
the generator resolves the same way it already resolves BRANCH_REF_OUTPUT.

Only the github.mdx hunk is committed. The generator is lossy elsewhere —
it drops 126 lines of trigger configuration from jira.mdx — which is
pre-existing drift for whoever owns that surface, not this branch.

* fix(pi): refuse any Git-quoted path before the Babysit push

`core.quotePath=false` stopped Git escaping non-ASCII bytes, but it closed one
instance rather than the class. Git still quotes any path it cannot state on a
single line — one containing a newline, a double quote, a backslash, or a tab —
and such a path arrives with a leading `"`, so the `.github/` prefix test does
not match it and the refusal is bypassed exactly as before.

Refuse any quoted path outright. Unescaping instead would put a second
implementation of Git's quoting rules on the security-relevant side of the
push, and these characters have no legitimate place in a source path.

* fix(pi): harden the Babysit push against a repository the agent controls

Every host-side guard before the push was computed by a git invocation the
agent could influence from inside `.git/`, which is never committed and so is
covered by neither the config digest nor any content check.

- Diff measurement ignored `.git/info/attributes`. One line saying `* -diff`
  reduced a 500 KB change to `Binary files differ`: verified locally as 119
  bytes reported against a real 500,147, so the 200 KB cumulative bound never
  fired, and the `diff` block output — the only record of what an unattended,
  review-comment-steered agent pushed — recorded the same nothing. Both diffs
  now run `--text --no-ext-diff --no-textconv` with an empty
  `core.attributesFile`.
- `rev-list --count` and `merge-base --is-ancestor` answered about replaced
  history. A `refs/replace/*` mapping makes a five-commit chain report one,
  while the pushed SHA stays real. `GIT_NO_REPLACE_OBJECTS` is now set for
  both the prepare and push commands.
- The push asserted HEAD's *shape* — right branch, one commit past the pin, a
  descendant — every part of which survives `commit --amend` to a different
  tree. So the bounds, the quoted-path refusal, the `.github/` refusal and the
  reported diff could all describe a commit other than the one pushed. The
  validated SHA is now passed in and the refspec names it.
- The digest comparison resolved `cat`, `sha256sum` and `cut` through `$PATH`
  in the same script that invokes git absolutely for exactly that reason, and
  was handed the expected digest in its own environment — so a shim could
  print it. The utilities are now absolute.
- The clone left the token in `.git/config` when the pinned-SHA assertion
  failed, because `set -e` aborted before `remote set-url`. Reordered.
- `changedFiles` reached the block output unscrubbed on the Babysit path,
  where Create PR already scrubs it. Names are agent-chosen.

These reduce exposure; they do not bound it. E2B runs each command as
`bash -l`, so a login-shell profile the agent writes executes ahead of the
next host command with the token in its environment. Removing the token from
the sandbox entirely means pushing host-side through the Git Data API, which
the ≤50-file / ≤200 KB bound already makes practical.

* fix(pi): correct switch coercion for draft and tidy Babysit reporting

- `draft` had the same string-coercion bug that `babysitMode` was fixed for one
  line above it. A switch arrives as `'true'`/`'false'` when its value came
  through a variable reference, an API trigger payload, or a legacy serialized
  workflow, and `inputs.draft !== false` read `'false'` as truthy — opening a
  draft PR against the user's explicit setting. Both now go through one
  `isSwitchEnabled` helper that handles either polarity and takes the field's
  default, because the bug is opposite on each.
- `mergePhaseDiffs` joined two separately-capped diffs without re-capping, so
  the combined output could reach twice MAX_DIFF_BYTES.
- The cancellation poller's `logger.warn` was the one message in these files
  emitted unscrubbed. A Redis poll error is unlikely to carry a run credential,
  but a uniform invariant is easier to keep than a per-call-site argument.
- Renamed `waitWithSandboxKeepalive` to `waitWithSandboxProbe`. E2B's `timeoutMs`
  counts down from create and is reset only by `Sandbox.setTimeout`, never by
  running a command, so `true` every four minutes proves liveness and buys no
  time. The old name invited raising the round wait on the assumption that waits
  extend the sandbox, which would let E2B reap it mid-wait.
- Dropped a `{@link}` to a symbol in another module that was never imported.

* docs(tools): record why the Babysit GitHub tools are registry-only

The same branch added four user-facing GitHub tools through the full
block-exposure recipe (v2 variant, tools.access, dropdown, subBlocks) and
five internal ones through none of it. The distinction is deliberate — the
five are called by the Pi Babysit handler via executeTool, which resolves
against the registry rather than any block's access list — but nothing in CI
encodes it, and `check-block-registry.ts` silently skips ids it cannot find.

Worth stating because the trap is non-obvious: `GitHubV2Block` builds its
access list by appending `_v2` to every entry, so adding one of these to
`tools.access` without first adding a v2 variant would point the block at an
id that does not exist.

* docs(pi): document the clean stop reason and Babysit's fixed bounds

The FAQ told readers to inspect `stopReason`, but the reference list never
named `clean` — the one value that means the PR actually reached the goal
state — and omitted `closed_or_merged`, `fork_pr`, and `check_read_failed`.

Also records the bounds that were previously undiscoverable, split by how
each one actually behaves: the reviewer-mention limits reject the block
before the run starts, the 30-thread limit trims a round, and only the
failing-check and cumulative-change limits produce `bounds_exceeded`.

Corrects step 6, which claimed Babysit reruns CI. It never does — the push
is what re-triggers checks.

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

* docs(tools): correct and widen the registry-only note

The previous note contrasted these five with "the user-facing tools added
alongside them", implying this branch added both. It did not: the branch
never touches blocks/blocks/github.ts, and github_create_pr_review came from
#5471, which predates staging. The real contrast is with every user-facing
GitHub tool in the registry.

Also records the governance consequence, which was the part actually worth
writing down: the permission-group deny list is built from tools.access, so
an admin cannot deny these from the UI, and the allowedIntegrations gate
keys on block type while Babysit calls them with a tool id alone.

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

* fix(pi): size the sandbox to the run's own execution timeout

The Pi sandbox lifetime was a global constant while the execution timeout is
per-plan and per-mode, varying 18x (a free sync run gets 5 minutes, an async
run 90). Every Pi sandbox asked E2B for the same sub-hour ceiling, so a
five-minute run whose web process died left a sandbox billing for an hour.
PI_SANDBOX_LIFETIME_MS could not close the gap: its floor is 31 minutes.

resolvePiRunLifetimeMs lowers the provider ceiling to whatever the run's own
deadline leaves, read from the signal that enforces it. Untimed runs and
Daytona are unchanged, so no path gets a longer lifetime than before.

The turn cap had to move with it. PI_TIMEOUT_MS reserved the clone and both
finalize budgets out of the ceiling as a module constant; leaving it there
while shrinking the lifetime would re-open the exact bug its docs describe —
the sandbox dying first, taking the agent's finished work with it unpushed.
It is now resolvePiTimeoutMs(lifetimeMs), and each backend resolves the
lifetime once and feeds both, so the two cannot disagree.

Two things this surfaced:

Babysit had to read context.signal, not the cancellation signal it uses
everywhere else. createCancellationSignal returns a fresh controller that
only forwards aborts, so the deadline lookup answers "unknown" through it and
would have silently left the longest-lived mode on the ceiling. Covered by a
test that fails against the wrong signal.

The E2B adapter tested lifetimeMs for truthiness, so a run resolving to zero
would have had the key dropped and been handed the SDK's five-minute default
- longer than it asked for, on the run least entitled to it.

Options precede the callback in withPiSandbox so that adding one did not
re-indent every caller's sandbox body.

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

* fix(pi): raise the sandbox ceiling to the longest execution we allow

The ceiling was pinned just under E2B's one-hour *Hobby* session limit. Sim is
on Professional, where the limit is 24 hours, so the cap was enforcing a
restriction no plan imposes — and it sat below the 90-minute async execution
ceiling, which made the sandbox the binding constraint. A long Babysit run
could be handed a 90-minute budget and still lose its sandbox at 59.

Derived from getMaxExecutionTimeout rather than given a number of its own, so
the sandbox always outlasts the longest run the platform permits and an
operator who raises the async timeout does not have to know this file exists.
The provider session limit stays as a clamp, so the derivation can never ask
E2B for a lifetime it will refuse.

Effect: ceiling 59 -> 90 min, and the agent turn it funds 29 -> 60 min, since
resolvePiTimeoutMs reserves the clone and both finalize budgets out of it.
Runs with a shorter deadline are unaffected — resolvePiRunLifetimeMs already
lowers the ceiling to whatever the run itself has left.

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

* docs(pi): describe the deadline-sized sandbox, not a fixed hour

Both facts in this paragraph were stale: the lifetime is no longer a single
sub-hour constant (it tracks the run's own remaining execution time), and the
ceiling was justified by E2B's Hobby limit on an account that is on
Professional.

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

* fix(pi): share the sandbox sizing and lift E2B off the base default

The two Pi images had drifted on exactly the axis their shared module exists to
prevent. Daytona asked for 4 CPU / 8 GB; the E2B template asked for nothing and
inherited its base default of 2 vCPU / 512 MB. That is a 16x memory gap between
the provider Pi normally runs on and the one it fails over to, so a failover
could be OOM-killed doing work that had just succeeded.

512 MB is too small independently of the drift: the Pi CLI is a Node process
holding an LLM context, running beside a clone of the user's repository, and
Node is OOM-killed rather than degraded at that ceiling — which reaches the
user as an opaque agent failure.

CPU and memory now come from pi-sandbox-packages.ts alongside the package
lists. Disk stays in the Daytona renderer: its 10 GB per-sandbox cap is a hard
provider limit with no E2B equivalent, so it is the one dimension where the
images legitimately differ.

E2B fixes resources at template build time, so this takes effect only when
build-pi-e2b-template.ts is re-run — nothing builds these images in CI.

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

* chore(pi): remove internal planning files

* chore(pi): remove generated review commands

* fix(pi): align babysit toggle visibility

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
Co-authored-by: Claude <noreply@anthropic.com>
2026-07-29 16:08:37 -07:00
mzxchandraandWaleed Latif 6ff6255900 feat(outlook): add Microsoft Graph calendar operations (#6041)
* feat(outlook): add Calendars.ReadWrite and MailboxSettings.Read scopes

Extend the shared outlook OAuth service with delegated Graph calendar scopes so
one Microsoft connection covers mail and calendar. Existing connected users must
reconnect to be granted the new scopes (noted in a code comment). Adds human-readable
scope descriptions and test assertions.

* feat(outlook): add Microsoft Graph calendar tools

Six calendar operations against graph.microsoft.com/v1.0: list events (calendarView
with nextLink paging), get, create, update (partial PATCH), delete, and respond to
invites. Shared calendar-utils handles Graph's offset-less dateTime+timeZone shape,
attendee normalization, and event flattening. All tools carry the Microsoft Graph
error extractor and 429/backoff retry (honors Retry-After) for the mailbox concurrency
limit. Registered in the tool registry and barrel.

* feat(outlook): surface calendar operations in the Outlook block

Add six calendar operations to the Outlook block operation dropdown with their
conditional subBlocks, tool wiring, inputs, and event-shaped outputs. Mail operations
are unchanged and backward compatible.

* fix(outlook): address calendar review findings

- Validate list-events pageToken origin with assertGraphNextPageUrl (matches the
  onedrive/microsoft_ad Graph paging guard) so a workflow-supplied URL can't receive
  the Outlook bearer token.
- All-day create/update now normalize both bounds to midnight and force an exclusive
  end day (buildAllDayRange), instead of sending a zero-length same-midnight window
  that Graph rejects.
- Drop the stale 'suggest meeting times' claim from the block longDescription.
- Remove the unused MailboxSettings.Read scope (least privilege; no tool reads it).

* feat(outlook): add calendar picker and harden calendar tools

Validation pass over the new Microsoft Graph calendar operations against the
v1.0 API docs, plus the calendar selection the tools were missing.

- Add an `outlook.calendars` picker (GET /me/calendars) with basic selector +
  advanced manual ID, wired through the `calendarId` canonical param. List and
  create now target `/me/calendars/{id}/...`; get/update/delete/respond keep
  using `/me/events/{id}` since event IDs are mailbox-unique.
- Fix all-day update rejecting when only one bound is supplied — both bounds are
  now normalized to midnight with an exclusive end day.
- Fix "Send Response to Organizer" reading as OFF while Graph's default is to
  notify; it is now a dropdown defaulting to Yes, and the param is always sent.
- Add timestamp wandConfig to the four calendar datetime fields and a list
  wandConfig to attendees.
- Centralize Graph URL construction in calendar-utils; guard maxResults against
  non-numeric input and trim the calendarView time-window bounds.
- Add three calendar templates and four calendar skills to OutlookBlockMeta.
- Regenerate integration docs.

* fix(outlook): scope online-meeting comments to what Graph documents

onlineMeetingProvider is optional and defaults to unknown; the docs state that
setting isOnlineMeeting alone initializes onlineMeeting. They do not document
Graph substituting the calendar's defaultOnlineMeetingProvider, so the comments
now claim only that, plus the real reason not to pin teamsForBusiness (mailboxes
that disallow it via allowedOnlineMeetingProviders).

* fix(outlook): allow calendar paging without re-supplying the time window

Cursor Bugbot round: startDateTime/endDateTime were required tool params, so a
paging call carrying only pageToken failed validateToolParameters before the
request was built — even though the url builder short-circuits on pageToken and
ignores both bounds. Relax them to optional and enforce the real invariant
(pageToken OR both bounds) in the url builder, matching
tools/sharepoint/list_sites.ts. Block subblocks stay required, so the normal
editor flow is unchanged.

Also correct the calendar_respond comment: Graph documents exactly two 400
conditions for accept/decline, both on proposedNewTime, which we never send.
A non-empty comment alongside sendResponse=false is valid.

* feat(outlook): add Calendars.ReadWrite.Shared for shared calendars

The calendar picker lists /me/calendars, which can include calendars other
users have shared with or delegated to the account. Calendars.ReadWrite covers
only the user's own calendars, so selecting a shared team calendar would 403 on
both read and write.

Calendars.ReadWrite is kept alongside it, not replaced: Graph documents it as
the sole accepted permission for creating and updating events and for
accept/tentativelyAccept/decline (all list "Higher: Not available"), so the
.Shared scope does not subsume it.

Added now rather than later because this PR already forces existing Outlook
users to re-consent for Calendars.ReadWrite; deferring would cost them a second
reconnect.

* fix(outlook): treat date-only bounds as all-day and guard partial all-day updates

Cursor round 2:

- Date-only bounds no longer produce a zero-length window. The param docs invited
  a date like 2025-06-03 for an all-day event, but buildAllDayRange only ran when
  isAllDay was explicitly true, so date-only input built a 00:00->00:00 timed
  window that Graph rejects. A date-only bound carries no time, so the only
  coherent reading is all-day; create/update now promote on that shape and the
  descriptions state it.
- Converting an event to all-day with no bounds now fails with an actionable
  message instead of a Graph 400. Graph requires all-day events to have midnight
  start and end in the same zone, and those cannot be derived from a partial
  PATCH against an event whose existing bounds are timed.

* docs(outlook): note that the calendar window fields are ignored when paging

* fix(outlook): don't promote a lone date-only bound to all-day on update

Regression from the previous round's date-only promotion. A single date-only
startDateTime or endDateTime satisfied "all provided bounds are date-only", so
the tool promoted to all-day and derived the missing side from the supplied one
— turning a partial reschedule of a timed or multi-day event into a one-day
all-day event and dropping the original other bound.

Implicit promotion now requires BOTH bounds to be date-only, matching
calendar_create_event. A lone date-only bound is ambiguous (convert to all-day,
or just move that edge?) and a PATCH cannot read the event's existing bounds to
disambiguate, so it stays on the timed path and leaves the other side untouched.
Deriving a missing bound remains allowed when isAllDay is set explicitly, since
that is stated intent rather than a guess.

Also pins the explicit-isAllDay-false + date-only override with a regression
test: the block always sends isAllDay for create, so an untouched switch arrives
as false, and the data shape has to win or the fix would be unreachable from the
UI.

* revert(outlook): drop Calendars.ReadWrite.Shared from the outlook provider

Reverts the scope I added two rounds ago. It was the wrong call.

This provider is shared by work/school AND personal Outlook accounts, and the
.Shared calendar scopes are not confirmed supported for personal Microsoft
accounts. Requesting one risks failing consent for personal users — which would
take mail access down with it, breaking functionality that works today. The PR
already documents this exact reasoning as why findMeetingTimes was excluded, and
that decision was made against a live personal mailbox.

The evidence I added it on was a summarized read of the permissions reference
claiming MSA support; a targeted follow-up could not confirm it for
Calendars.ReadWrite.Shared specifically. Given the asymmetry — broken consent
for all personal users vs. a shared-calendar feature gap — least privilege wins.

Calendar operations therefore target calendars the account owns. The calendarId
param descriptions now say a calendar shared by another user may return 403, and
the scope list carries a comment explaining why .Shared must not be re-added.

* fix(outlook): make retried event creates duplicate-safe via transactionId

The retry config opts POSTs in via retryIdempotentOnly:false, but the executor's
isRetryableFailure covers 429 AND 500-599 — not just the throttle the comment
justified. A 5xx returned after Graph had already committed a create would be
retried and produce a duplicate calendar event.

create_event now sends a transactionId, which Graph documents for exactly this:
it discards a repeat POST carrying an id it has already seen. The request body is
built once per execution (formatRequestParams runs before the attempt loop), so
the id is stable across retries of a call and unique between calls.

The retry comment now describes what actually retries and why each non-idempotent
method is safe: PATCH replays the same partial body as a no-op, and respond is
state-idempotent though a post-commit retry can send the organizer a second
notification — accepted deliberately, since Graph exposes no transactionId for
accept/decline and failing outright under throttling is worse.

* fix(outlook): tighten date-only detection and align online-meeting copy

Final validation pass over the calendar integration.

- isDateOnly matched "contains no T", so a space-separated datetime
  (2025-06-03 10:00) counted as date-only: the time was discarded and the value
  built as '2025-06-03 10:00T00:00:00', which Graph rejects. It now matches
  YYYY-MM-DD strictly, and buildGraphEventDateTime normalizes the space form to
  ISO rather than mangling it, so a natural input works instead of 400ing.
- The isOnlineMeeting param descriptions still claimed Graph 'uses the mailbox
  default provider' — the same unverified mechanism already removed from the code
  comments. They now state only what the docs and the author's live testing
  support: the join URL depends on the providers the mailbox allows, and stays
  null on personal accounts.
- Adds blocks/blocks/outlook.test.ts following the repo's per-block test
  convention: every calendar operation resolves to a registered tool in
  tools.access, supplies all required tool params, emits no params the tool
  cannot accept, maps one-to-one onto the calendar tools, and the calendarId
  canonical group and sendResponse default are pinned.

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-07-29 10:20:13 -07:00
1d64b92b41 feat(desktop): desktop app (#5998)
* top on a desk

* fix auth stuff

* intermediate state

* update

* local filesystem fixes

* Huge

* fix banner

* ci: disable desktop release + e2e in CI for now

The desktop-release reusable-workflow call requested contents: write,
which ci.yml's permission grant (contents: read) rejects — invalidating
the whole CI workflow. Desktop is tested locally for now; signed builds
remain available manually via desktop-release.yml workflow_dispatch, and
desktop e2e via its own workflow_dispatch.

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

* ci: exempt electron from the release-age gate (time-boxed)

electron@43.1.1 (published 2026-07-14) is exact-pinned for the desktop
shell and blocked by minimumReleaseAge until 2026-07-21. Excluded with a
drop-after date, following the vetted-typescript precedent. Verified the
rest of the desktop dependency set clears the 7-day gate.

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

* desktop: brand app icon (packaged + dev Dock)

- build/icon.icns regenerated from public/logo/primary/large.png on the
  Apple icon grid (824px body, r=185.4, centered on a transparent 1024
  canvas), compiled with iconutil
- dev runs set the same mark via app.dock.setIcon (static/dock-icon.png) —
  unpackaged Electron otherwise shows its default atom icon
- un-ignore apps/desktop/build: it holds electron-builder INPUTS (icon,
  entitlements), which the /apps/**/build output rule was swallowing —
  the icns and entitlements were never actually tracked
- revert resetAdHocDarwinSignature fuse: it corrupts the packaged binary
  signature (app killed at launch on arm64); the local ad-hoc deep-sign
  flow doesn't need it

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

* desktop: switch app icon to the b&w brand mark

White rounded tile with the black sim wordmark (from
public/logo/b&w/large.png), replacing the purple variant. Same Apple
icon grid geometry (824px body, r=185.4, 1024 canvas).

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

* fix banner

* Fix

* clean up launcher

* fix oauth

* update desktop app

* Improve browser use and consolidate desktop app

* Desktop app ui cleanup

* Updates

* Updates

* remove dev tool option

* Browser updates

* Fix electron bug

* Browser shortcuts

* lifecycle

* feat(desktop): SSRF hardening + shared @sim/security/ssrf (re-home of #5763) (#5784)

* feat: re-home @sim/security/ssrf + sim SSRF dedup onto dev (clean core)

* feat(desktop): re-integrate SSRF guard + hardening onto rewritten dev

Re-applies the browser-agent SSRF guard and hardening onto dev's evolved
desktop files (dev rewrote session/driver/handoff/index and split out
errors.ts/keyboard.ts):

- session.ts: agent-partition onBeforeRequest is the SSRF choke point —
  DNS-resolving check (fail-closed) for document navigations, synchronous
  literal-IP backstop for subresources.
- driver.ts: browser_navigate/browser_open_tab validate via checkAgentUrl for a
  clean model error; also adopt shared sleep/getErrorMessage and drop the local
  reimplementations + banner separators.
- index.ts: local-only crashReporter (native minidumps, no upload) + CSP
  fallback wired into the app session.
- window.ts: record the crash-dump dir on renderer_gone.
- config.ts: drop the local LOCAL_HOSTNAMES set for the shared isLoopbackHostname
  (also removes the dead bare '::1').
- cdp.ts: per-WebContents callbacks so a background tab's events reach its own
  driver.
- updater.ts: the manual check now surfaces network/manifest failures instead of
  silently swallowing them.
- README: correct the App Sandbox / security-scoped-bookmark note.
- electron-mock: webRequest.onBeforeRequest + crashReporter stubs.
- api-validation: annotate dev's validated-envelope double-cast; bump the
  route-count baseline 964→965 for dev's already-merged route (ratchets stay
  tight; non-Zod and double-cast at baseline).

Skipped as moot (dev already did them independently): launcher isVisible removal,
decideStartRoute param drop, local-filesystem clear() removal.

* chore(desktop): biome format install-local.ts (pre-existing dev lint failure)

* refactor: apply audit cleanup (reuse + simplify)

- domain-check: drop the redundant isIpLiteral guard (isLoopbackIp already
  validates and returns false for non-literals).
- session.ts: use shared getErrorMessage instead of the local error ternary
  (the file already imports it).
- tray.ts: use shared sleep() instead of a hand-rolled setTimeout promise.
- updater.ts: distinguish the synchronous-throw log from the async-rejection
  log on the manual update check.

* refactor: /simplify pass + review fixes

- url-guard: bound the SSRF dns.lookup with a 5s deadline (fails closed on
  timeout) so a slow/hung resolver can't suspend the check and the
  onBeforeRequest callback indefinitely (Greptile P2); + test.
- Finish the reuse consolidation the earlier pass missed: session.ts second
  error ternary → getErrorMessage; the bracket-strip idiom → unwrapIpv6Brackets
  in input-validation.ts, input-validation.server.ts (×2), onepassword/utils.ts
  (fixes the check:utils banned-pattern CI failure).
- driver: document why the tool-level checkAgentUrl coexists with the
  onBeforeRequest enforcement seam (clean model error; loadURL rejection is
  swallowed).

* fix(desktop): swallow late DNS rejection after the SSRF lookup timeout (Cursor)

* refactor: split pure host helpers into @sim/security/hostnames (ipaddr-free) (#5787)

unwrapIpv6Brackets + isLoopbackHostname move to a new ipaddr-free sub-export so
client code can share them without pulling ipaddr.js into the browser bundle.
ssrf.ts re-exports both, so its server/desktop consumers are unchanged. This
eliminates the duplicate isLoopbackHostname in apps/sim/lib/core/utils/urls.ts:
urls.ts and its three client importers (mcp queries, oauth probe, oauth
url-validation) now use the single shared definition.

* Desktop app fullscreen mode

* fix(copilot): report closed browser session as a distinct terminal tool error

A dead agent browser session used to answer every browser tool with an
indistinguishable generic ~30s IPC timeout, which the model retried
indefinitely (one turn: 59 minutes of failing browser_snapshot calls).

- When the desktop app has reported the session closed, page-dependent
  browser tools fail immediately with an explicit session-closed message
  (and sessionClosed: true in the result data) instead of burning the full
  timeout per call. browser_navigate / browser_open_tab / browser_list_tabs
  still run, since they can start a new session.
- A failure whose session died mid-call (e.g. during a takeover) gets the
  same tag appended, so the model learns the terminal cause rather than
  seeing a plain timeout.

Companion to mothership's tool_failure_loop circuit breaker.

* fix(desktop): route Cmd+W to focused browser tabs

* fix(desktop): reserve macOS title bar safe area

* fix(desktop): limit title bar safe area to login

* fix install script

* feat(desktop): improve local folder settings

* feat(desktop): harden local capabilities and window chrome

* fix(invitations): live refetches

* fix(desktop): make manual update checks use updater state

* fix(desktop): review fixes — OAuth error handling, query freshness, invitations

Findings from an end-to-end review of the desktop work, fixed and verified.

OAuth connect/login handoff:
- Add a friendly /oauth-error landing page + onAPIError.errorURL so provider
  Cancel/Deny (which Better Auth redirects before the flow state is parsed)
  no longer dead-ends on a 404; re-initiating supersedes the idle loopback.
- Stop a post-consent failure from reporting success (drop the baked-in
  errorCallbackURL param that collided with Better Auth's appended code;
  coerce an array error defensively on the complete page).
- Guard the desktop connect listener with the same context-age check the web
  routers use, so an abandoned flow can't mislabel a later completion.
- Clear an orphaned pending handoff when a loopback re-bind fails.

Query freshness (desktop refetchOnWindowFocus):
- Pin refetchOnWindowFocus off on queries that seed editable forms
  (environment/secrets, credential detail, schedules) so a background focus
  refetch can't drop an unsaved draft, and on the useWorkflowStates fan-out so
  returning to a large table doesn't fire N heavy envelope fetches. All no-ops
  on web (default already false).

Invitations (in-app pending invitations):
- Map accept/decline failures to friendly copy instead of raw machine codes.
- Invalidate subscription + refresh session on accept (parity with the email
  path); reconcile the list on failure (onSettled) so dead rows drop.
- Gate the modal's query on open so it no longer fetches on every app load.

CI:
- Wrap the latest-mac.yml update-feed route in withRouteHandler and allowlist
  it as a non-boundary route (input-less, YAML) so the contract audit passes.

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

* updates

* fix(desktop): use workflow colors for environment icons

* fix(desktop): use orange for dev icon border

* fix(login): change one time token generation to GET

* improvement(desktop): reveal local folders from settings

Local-folder rows rendered their glyph at 20px inside the bordered
credential tile — chrome meant for brand and logo icons — above a static
subtitle that repeated what the section already said. The row now shows a
plain 14px folder icon and the folder name alone.

Clicking a row reveals the folder in the OS file manager through a new
reveal_mount bridge op, which resolves the opaque localfs URI to a live
grant and requires an active user gesture, matching the other grant
mutations. The absolute host path still never crosses the bridge.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01C54QHj4WPV777Fq2yRwkcb

* improvement(desktop): row actions menu for folder grants, larger version text

Revoke moves from an always-visible chip into the canonical RowActionsMenu,
matching the MCP server rows. The version value moves off text-caption onto
text-sm — it was rendering at the subtitle size, which also shrank the
"x -> y on restart" line that matters most.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01C54QHj4WPV777Fq2yRwkcb

* feat(desktop): improve browser tab usability

* fix(desktop): thicken environment icon borders

* fix(desktop): strengthen environment icon borders

* feat(desktop): support multiple windows and harden the agent browser

Sim can now open many full windows in one process. The embedded browser is
still a single native surface, so exactly one window owns it at a time.
Ownership transfers only to the focused window: without that rule, two windows
both showing the browser reclaim it on every bounds heartbeat and re-parent the
native view back and forth roughly once a second while Sim sits in the
background, where no window is focused. A destroyed owner is now forgotten
rather than left rejecting updates from the window actually on screen, and a
closing window's release is honoured even though Electron destroys it before
emitting `closed` — previously that release was dropped and the next layout
could re-parent the browser onto a window that never asked for it.

The agent's password boundary is now enforced rather than assumed. It was
treated as settled but had four ways through: `browser_press_key` sent trusted
CDP keystrokes to whatever held focus, `clickElement` focused credential fields,
`readActiveElementState` returned a preview of any focused value, and snapshots
printed the contents of revealed password fields. Detection also used
`instanceof HTMLInputElement`, which is realm-bound and returned false for
inputs inside same-origin iframes — the nested login forms that need it most.
Detection now matches on tagName/type/autocomplete, the keystroke guard runs in
the driver where trusted CDP input is visible, and typing re-checks the real
target before inserting, since login forms advance focus between the username
and password steps.

Signing out clears the embedded browser's profile. Its cookies, cache, pinned
tabs, browsing trail, and reopen list all survived sign-out, so the next account
on the machine inherited the previous user's live sessions.

Partition hardening is keyed per session instead of a process-wide flag, which
would have left a second partition with no permission handlers, no SSRF
filtering, and no download blocking — silently, and still type-checking.

Adds the first tests for page-functions.ts, including a serialization contract
check: those functions ship to the page as String(fn), so a reference to module
scope passes every other test and fails only against a real page.

* fix(desktop): close clipboard, glob DoS, and authorization holes

Found by a full audit of the desktop app against origin/staging. Each of
these was measured or asserted rather than reasoned about.

The agent could read the user's system clipboard. `browser_press_key('Cmd+V')`
pasted it into a focused field and the next `browser_snapshot` returned it as
an ordinary `value` — snapshots redact password fields, not pasted content, and
clipboards routinely hold a password copied out of a manager. The credential
guard added earlier did not catch it: `insertedTextFor` returns undefined
whenever `meta` is set, so `Cmd+V` was classified as not text-inserting.
`Control+V` reached the same place because the macOS normalizer rewrites it.
Clipboard combos are now refused before dispatch rather than by withholding the
CDP `commands` array, since off macOS these are Blink-native and a key event
alone still performs them. Copy and cut go too — they clobber the user's
clipboard as a side effect.

A glob pattern could freeze the whole app. Micromatch compiles to a
backtracking regex whose cost is exponential in wildcard count: measured
against a single 46-character path with the options this code passes, ten
wildcards took 2.7s and twelve took 43s, once per scanned entry, in one
synchronous call that the surrounding abort checks never get to interrupt. That
is the main process, so every window, the menu bar and the tray freeze with
Force Quit as the only recourse, and the pattern is model-supplied. `safeRegex`
reports the generated source as safe, so it was no defense. Patterns are now
bounded at six wildcards, which keeps the worst case near 2ms while leaving
headroom over real patterns (which top out around four). A timing probe backs
it up, with a budget loose enough that JIT warmth and machine load cannot make
it fire on a legitimate pattern — a tight budget proved flaky in both
directions.

The grep authorization guard compared `request.pattern !== args.pattern`, so a
tool call carrying no pattern made that `undefined !== undefined` and the guard
passed — grep then fell back to searching the renderer's own `query` across the
whole grant. `include` and `query` were never bound at all, letting a renderer
widen a search or silently narrow results the agent believes are complete. The
sibling glob case already had the `typeof` check, which is what made the
asymmetry clearly unintentional.

The IPC sender gate used `startsWith`, the exact pattern `isAppOrigin` warns
against 200 lines away ("that prefix-matches lookalike hosts"). It was safe only
because of a trailing slash. It now uses that helper, which also fixes a false
negative on an explicitly stated default port.

* fix(desktop): stop double sign-out, stranded retries, and redundant writes

Three correctness bugs from the same audit.

Menu Sign Out tore down the session directly instead of going through the
lifecycle coordinator, so it skipped the in-progress guard — and its own cookie
removal then tripped the coordinator's cookie watcher into a second concurrent
teardown, duplicating the sign_out event, the storage clear, and the /login
load. Teardown also existed as two divergent copies. The coordinator now
exposes `signOut()` and owns the single path; the menu just calls it. That
`tearDownSession` is no longer imported in index.ts is the check that it landed.

Offline recovery could strand permanently. The auto-retry loop stops itself
before calling `retry()`, and `retry()` never re-armed the load watchdog, which
is started once per window. So if a retried load hung — precisely what the
watchdog is for — no load event fired and no timer remained anywhere; the user
sat on the offline page until the window was closed. `retry()` now re-arms
before loading.

Pinned tabs were persisted on `did-navigate` and `did-navigate-in-page` for
every tab, pinned or not, with no change check, and the settings store compares
with `===` so a freshly built array never matched. Any single-page app
therefore triggered a synchronous mkdir + write + rename of the whole settings
file on the main thread on every route change — writing `[]` over `[]` when
nothing was pinned. The list is now fingerprinted, seeded at restore from what
is already on disk so the first navigation after launch is not a write either.

* fix(desktop): leaked timers, silent grep failures, and crashed tabs

Second pass on the audit backlog, all verified against tests that fail without
the change.

Every browser tool call leaked a timer. The watchdog raced the tool against
`sleep()`, which cannot be cancelled, so when the tool won — the normal case —
the timer stayed pending for the full window, up to two minutes, dozens deep
during an agent run. Replaced with a cancellable timeout cleared in a
`finally`; a test asserts the fake-timer count is unchanged across a call.

An invalid grep regex reported "no matches". A SyntaxError from `new RegExp`
returned an empty result set, which tells the model the string appears nowhere
in the user's files — a factual claim it acts on, when the search never ran. It
now fails as INVALID_REQUEST. The `safeRegex` guard moved out of the try while
there, since it was only inside it to be re-thrown.

A crashed tab wedged the session. Tabs left `tabs` only via close, so a dead
renderer stayed forever: `activeTab()` filtered it out while `activeTabId` still
named it, making `requireTab()` report "no page is open" with other tabs open,
and the panel went blank with no recovery. `render-process-gone` now drops the
tab, advances the active id, and reports session closure when it was the last.

`probeSession` cleared its abort timer inline after the await, so a thrown
fetch — the case the function exists for — skipped it. Moved to `finally`,
which also brings the body read inside the deadline.

One vanished file failed a whole directory listing: `Promise.all` over
per-entry `lstat` turned a single ENOENT into NOT_FOUND for the directory.
Churning directories like build output would intermittently fail to list.

Removed the `session-lifecycle -> browser-agent/driver` import edge, which
dragged the entire browser subsystem and its module-load `nativeTheme` listener
into the auth path to reach one four-line function. `clearBrowserProfile` is now
a required dependency wired from index.ts, which already owns both sides. Also
deleted `attachSessionLifecycle`, a compatibility wrapper with zero callers.

Added a channel-parity test between the preload bridge and the IPC table. They
share ~20 channel names as bare string literals with nothing tying them
together, so a typo on either side is a silently dead feature that type-checks
and ships. Verified it fails on a one-character change.

* fix(desktop): reach framed elements and harden the loopback sign-in

Two behaviour fixes from the audit backlog.

Interaction with same-origin iframes was broken. The snapshot deliberately
walks into those frames and hands the model ids for what it finds, but every
interaction then tested `instanceof HTMLInputElement` against the top frame's
constructors — false for nodes owned by a frame, because element wrappers are
realm-bound. So the driver reported a real `<input>` as "not a text input",
which took out framed login forms and editors that put a contenteditable body
in an iframe, such as TinyMCE. Framed selects reported "not a select" and
framed clicks skipped focus entirely. Checks now compare `tagName` or duck-type
the method being called, matching the realm-safe approach the credential guard
already used. The native value setter is taken from the element's own realm:
calling the top frame's setter on a frame's node throws "Illegal invocation".
Snapshot value reporting follows the same rule, which is safe because the
credential redaction above it is realm-safe and runs first.

The loopback sign-in server could be cancelled by anything on the machine. It
validated only the shape of the returned state, then tore the one-shot server
down and dispatched, leaving the real constant-time comparison to the callback.
So a request carrying any well-formed state killed an in-flight sign-in — and
the port is reachable by any local process and by any page the user has open
via a no-CORS GET, which cannot read the response but does not need to, since
the side effect is the kill. The state is now checked before anything is torn
down, and a Host that does not name the loopback is refused, which closes the
DNS-rebinding shape.

* refactor(desktop): drop duplicated helpers and stop logging query strings

Net -3 lines, and one of them was a real leak.

`navigation.ts` and `windows.ts` truncated URLs for their log lines with a bare
`.slice(0, 200)`, which keeps the query string — the five other log sites in the
app go through `scrubUrl` for exactly that reason. Tokens and signed parameters
live in query strings, so a blocked-URL warning could write one to disk. Both
now scrub.

`local-filesystem.ts` carried a private `isRecord` byte-identical to
`isRecordLike` in `@sim/utils/object`, and four more sites inlined the same
check. All now use the shared helper, which also tightens three of them: the
inline versions omitted the array exclusion, so an array satisfied a check that
then cast it to a record.

`tray.ts` hand-rolled slice-plus-ellipsis, the case `@sim/utils/string`'s
`truncate` exists for. Titles between 58 and 60 characters now get an ellipsis
where they previously did not — cosmetic, in a tray menu label.

Removed the `getTabsState` passthrough in the driver, a one-line re-export of
the session's own function, and renamed the session-level clear to
`clearProfileStorage`. `clearBrowserProfile` existed twice under one name, the
driver's being the composite that also clears the browsing-trail registry;
index.ts was already aliasing at the import to tell them apart.

Two things deliberately not done. The hand-rolled semver in updater.ts stays:
replacing it needs `semver` plus `@types/semver` as new declared dependencies
in the Electron main process, and the 90 lines it would delete are already
covered by eight assertions that I verified match the library's behaviour case
for case. Note the same prerelease comparison is duplicated in
apps/sim/lib/desktop/min-version.ts, so a future consolidation should do both.
No barrel for browser-agent either: routing `security-guards.ts` through one to
reach a single leaf function would pull the whole browser subsystem into its
module graph, which is the edge just removed from session-lifecycle.

* refactor(desktop): move browser compositing out of the session module

session.ts held five responsibilities in one flat namespace: 1,061 lines, 29
exports, 26 mutable module-level bindings. For contrast local-filesystem.ts is
a comparable 1,125 lines with two exports and no ambient state — size was never
the problem, the shared mutable namespace was.

Compositing is the part worth isolating. Where the native view sits, when it is
visible, which window owns it, the renderer bounds lease, and the occlusion
snapshot are the most intricate logic in the browser and are almost entirely
separable from tab bookkeeping. They now live in panel.ts (342 lines) and
session.ts is 792, with 15 bindings instead of 26.

The two modules were mutually dependent, which is what makes this kind of split
go wrong. Rather than events or a shared store, panel.ts takes the four things
it needs from the session through one PanelHost passed to initPanel — the same
shape as the existing initSession — so the import graph is one-way and there is
no new indirection to trace. Tab changes reach the panel by the session calling
layout(), exactly as before.

Two behaviours became explicit rather than implicit in the move:
detachIfAttached replaces callers reading `attachedView` to decide whether a
closing tab owns the surface, and isPanelVisible replaces `panelBounds !== null`.

Nothing about the split is verified by the split itself, so the bounds lease got
characterization tests first. It had none — there was not a single fake timer in
the suite — despite being the mechanism that hides the view when the renderer
crashes or wedges. Both tests were confirmed to fail against a broken lease
before the refactor began. The other 47 tests were not rewritten: only the
module their calls address changed, which is the useful signal that behaviour
was preserved.

Deliberately not split further. Focus tracking stays with tabs because it keys
off tab ids, and profile teardown stays put; separating either would be
taxonomy rather than decoupling.

* refactor: drop the legacy local_* filesystem tool shim

Granted folders are addressed through the ordinary VFS: the model calls
read/grep/glob against paths under user-local/, exactly as it does for
workspace files. A parallel local_read / local_grep / local_glob / local_list /
local_stat / local_mount_directory / local_list_mounts / local_forget_mount /
local_stage_file toolset existed alongside it, recognized but never advertised,
so an in-flight checkpoint written by an older desktop build could still finish.

There are no older desktop builds. apps/desktop is at version 0.0.0, the only
artifacts are a local 0.0.0 build, MIN_DESKTOP_VERSION is '0.0.0' meaning no
floor, and the app does not exist on staging at all — the v0.7.x tags are the
web app's. Nothing can have persisted a checkpoint naming these tools, and
nothing advertises them: they are absent from the generated tool catalog and
from mothership's catalog. The shim was defending against a past that never
happened.

Removes the name table, the legacy request builder, the server-side
LEGACY_READ_ONLY_TOOLS allowlist, the five local_* branches in the desktop
authorization switch, and nine display labels. isDesktopFilesystemToolCall
collapsed into isUserLocalVfsToolCall, which it had become a synonym for.

Two tests went with it. One asserted that local_list_mounts routes to the
desktop; the test immediately after it already covers the real path, an
ordinary read against a user-local path. The other asserted that legacy names
cannot open a folder picker, revoke a grant, or upload bytes — that property
now holds because no such tool name exists, which is a stronger guarantee than
refusing one.

* refactor(copilot): remove the plan/changelog VFS artifacts and workflow aliases

These beta surfaces are not a direction we are taking, so they come out rather
than staying behind a flag. Gone: the workflow alias modules (path resolution,
DB-backed resolver, .plans/.changelogs backing provisioning), the alias
materialization in the copilot VFS, the alias write paths in resource-writer
and workspace_file, the sandbox alias mounts in function_execute, the reserved
backing-path guards across mkdir/mv/create, and the alias resolution in the
chat home file picker.

xlsx survives but changes owner. It was gated twice across the repo boundary:
mothership's xlsx-writing flag gates the skill and prompt, while Sim gated the
compile path on mothership-beta. Those live in separate AppConfig applications,
so an operator had to flip two flags in two consoles, and off-hosted Sim fell
back to the MOTHERSHIP_BETA_FEATURES secret while the mothership half stayed in
Sim Cloud's AppConfig — split-brain across an ownership boundary. Mothership
controls whether the model ever learns xlsx exists, so if it is never offered
it is never requested and the second chokepoint only created a way for the two
halves to disagree. Sim's gate is removed; xlsx-writing is now the single owner.

With its last consumer gone, the mothership-beta flag and the
MOTHERSHIP_BETA_FEATURES secret are deleted. The two entries in the infra repo
are harmless until removed separately: they only inject an env var nothing
reads, and createEnv runs with skipValidation.

The reserved-system-file/folder concept goes with the aliases, since it existed
only to hide the backing rows. includeReservedSystemFiles and
includeReservedSystemFolders are removed rather than left as options every
caller passes true to. backingVfsPath is removed for the same reason — nothing
sets it once aliases are gone, so it was an always-undefined field on tool
results.

Test coverage is preserved rather than deleted with the feature.
resource-writer.test.ts looked alias-only but three of its eleven cases cover
the generic create path that survives; those are kept and the file retitled.
Two open_resource tests and one output-path test used alias-shaped strings
while asserting generic behavior; retargeted or dropped where a sibling already
covers it.

* refactor(copilot): remove the dead planArtifact column plumbing

copilot_chats.plan_artifact has no writer and no reader that does anything with
it. No client sends it, nothing renders it, and its whole history is fork-chat
and duplicate-chat plumbing faithfully copying a column that is always null —
the one change that might have populated it (mothership v0.8) was reverted.

Removed from the schema, the copilot API contract, the chat lifecycle column
sets, the fork route, superuser import, the data drain, the update-messages
write path, and the legacy chat detail response.

No migration here on purpose. The column stays in the database, orphaned and
null; dropping it is a separate deliberate step rather than something that
rides along with a code cleanup. Note that the next drizzle-kit generate will
now want to emit the DROP COLUMN, and check-migrations-safety will ask for it
to be annotated — that is the right moment to decide, not now.

Mothership never saw this field; it is Sim-side only.

* chore(copilot): sync the tool catalog for load_skill

Picks up the new load_skill tool plus the grep description that dropped its
stale reference to VFS "plans" entries. Generated from
copilot/contracts/tool-catalog-v1.json.

* refactor(copilot): follow the load_custom_tool rename to load_mcp_tool

Mothership renamed the loader once it was clear MCP was the only catalog kind
it could match, and dropped the single-valued `type` parameter. The two prompt
strings that teach the model the call shape are updated to
load_mcp_tool({ name }).

load_custom_tool stays in the UI hide-list next to load_agent_skill so tool
rows in historical transcripts keep rendering; nothing emits it any more.

* chore(copilot): sync the tool catalog and hide load_skill in the UI

load_integration_tool and list_integration_tools now publish route go/sync
instead of sim/async. Nothing changes in Sim's behavior — they always ran in
Go; the contract had been wrong.

load_skill joins the hidden tools. It is the same shape as the other loaders
already there: the agent pulling in a reference guide before doing the work is
a step toward the action, not the action. Sim's display-coverage test caught
that a newly added visible tool had no title or completed verb, which is the
guard working.

* fix(auth): handle session expiry in the app, not the desktop shell

The workspace auth gate is a Server Component, so it only re-evaluates on a
server render. A session that expired or was revoked mid-visit left the SPA
mounted and silently 401ing every request, with nothing to redirect it.

The desktop shell had grown its own detector for this: a 401 listener over
/api/*, a session probe, and a native "your session has expired" prompt. It
could only infer session state from cookie events and HTTP statuses, and it
inferred wrong — it fired on ordinary sign-outs (in-flight requests 401 during
teardown) and on launching already signed out (the window still shows the
restored route while the web app redirects). Those were nearly all of its
firings, since a 30-day sliding window means real expiry is rare.

Generalizes the impersonation-expired screen instead, which already had the
right shape: it keys off the session query settling to null after a session
that was live. A signed-out visitor never arms it, and `error` is excluded so
an offline blip cannot read as an expiry. The session query now refetches on
focus for every session, not just impersonation ones, so returning to a window
that slept through its session re-checks it.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01C54QHj4WPV777Fq2yRwkcb

* fix(copilot): port the scheduled-task and VFS fixes onto staging-v4

Replays the sim-side prompt-audit work on top of staging-v4.

complete_scheduled_task was filtered out of the execute route's response
payload, so an until_complete job could report completion and still be
rescheduled; the post-run bookkeeping now also refuses to revive a job that
already completed. Also clamps browser_wait_for's timeout the way the desktop
agent does, and replaces the oversized-read error's offset/limit advice, which
sent the model into a guaranteed retry loop.

* feat(desktop): let the model actually see browser screenshots

browser_screenshot captured an image and then threw it away. The renderer
stripped the data URL and substituted a note, and the tool's own description
told the model not to bother: "Dead end for perception." So the agent was
blind to anything not expressible as DOM text — canvas, charts, maps, images,
rendering and layout bugs.

The copilot has carried the machinery for this all along. A tool result shaped
as { content, attachment: { type: "image", source: { type: "base64", ... } } }
is serialized into a real image content block, with the media type sniffed from
the bytes rather than trusted from the declaration, and degraded to a text stub
when the routed model has no vision so the provider never 400s. The screenshot
result is now reshaped into that contract instead of discarded. A malformed
data URL still falls back to a note rather than shipping an attachment the
provider would reject.

Captures are bounded to a 1024px longest edge at quality 70. CDP clip.scale is
relative to CSS pixels, so this also sidesteps the device pixel ratio — an
unclipped capture on a retina display returns a 2x image, which was several
hundred kilobytes for no legibility the model could use.

The description is rewritten to bias toward visual questions only: appearance,
layout, rendering, charts, canvas. Reading content or finding something to
click stays with browser_snapshot, which is cheaper and returns the element ids
a screenshot cannot. That distinction is structural, not just advisory — having
seen the page does not let the agent act on it.

Companion change in mothership generalizes the tool-result inline-budget
exemption from "the read tool" to "any result carrying a model attachment".
Keyed on the tool name, an oversized screenshot fell through to the artifact
branch: the image was replaced by a reference the model cannot open, and the
result still reported success. Silent, and it would have hit almost every call.

* fix(desktop): polish browser panel and environment tray icon

* fix(desktop): enlarge environment tray markers

* fix(desktop): smooth environment tray markers

* refactor(copilot): consolidate resource mutation tools

* chore(copilot): clean up VFS follow-ups

* fix(desktop): round the dev tray marker

* feat(desktop): add integrated terminal resources

* Fix electron app resize causing glitchy browser frames

* feat(copilot): add persistent tool permissions

* fix(copilot): retire stale tool permission prompts

* fix(desktop): keep terminal rendering responsive

* fix(desktop): preserve resource rendering continuity

* feat(desktop): add browser tab duplication actions

* feat(desktop): add terminal tab context actions

* fix(desktop): allow browser agent localhost navigation

* feat(desktop): add tmux-backed terminal sessions

* fix(desktop): restore terminal scrollback per view

* chore(copilot): sync updated wait tool contract

* poll terminal session state for non regular shells

* add terminal right click menu

* feat(desktop): add terminal handoff and key batching

* fix(desktop): reserve the traffic-light lane from the platform

macOS draws the window controls itself, at a fixed physical size, above all web
content. The page renders full-bleed beneath them, so it has to reserve that
lane — and it did so with five hardcoded CSS pixel values. CSS pixels scale with
page zoom and the OS-drawn lights do not, so zooming out shrank the reservation
until the lights were drawn over the sidebar toggle, and the header row below
sat inside their band.

Electron's `titleBarOverlay` publishes the controls' real geometry to the page as
the `titlebar-area-*` env vars, which Chromium rescales per zoom so a reservation
derived from them holds its physical size. Measured across zoom 0.58-1.2, the
reserved area stays within ~0.6 DIP, the residual coming from env values being
quantized to whole CSS pixels.

Every lane length now derives from those vars, so the login route and the
mothership content offset were fixed without being touched — they already read
`--desktop-title-bar-height`. Two of the replaced constants were also simply
wrong: the platform reports the lane at 38px and the safe area at 81px, against
the hand-measured 36 and 83.

The toggle keeps a constant physical size beside the lights, expressed as a
proportion of the lane rather than in pixels: a px literal would scale with zoom,
and calc cannot divide a length by a length to recover a scale factor.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01C54QHj4WPV777Fq2yRwkcb

* fix(desktop): avoid transient terminal tab labels

* feat(copilot): attach browser and terminal tab context

* feat(desktop): close tmux panes from terminal tools

* fix(desktop): keep terminal tab icons stable

* add right click to browser and cleanup terminal right click options

* fix(desktop): reduce hidden panel background work

* perf(desktop): shrink browser panel snapshots

* perf(desktop): reduce terminal main process overhead

* perf(terminal): pause work for hidden sessions

* fix session arch for desktop

* fix(desktop): replace exited terminal sessions

* feat(copilot): persist desktop resources across chats

* fix(emcn): keep resource tab widths consistent

* fix(copilot): restore active client panels

* feat(desktop): import Chrome browser data

* fix(copilot): close resources before chat creation

* feat(desktop): suggest imported browser sites

* fix(desktop): autofill identifier-first sign-ins

* fix resizing issues + cookies source

* fix visits marking

* chore(db): drop branch migrations ahead of staging merge

0264/0265 on this branch collide with staging's 0264-0270 on both the
journal idx slots and the meta snapshot filenames. Reverting the migration
artifacts to the merge-base lets staging's chain merge cleanly; schema.ts
keeps the copilot changes and drizzle-kit regenerates a single migration on
top of 0270 after the merge.

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

* feat(db): regenerate copilot tool-permission migration on top of staging

Replaces the branch's old 0264/0265 (dropped pre-merge so staging's
0264-0270 chain could apply cleanly) with a single 0271 generated against
staging's schema: the permission-decision enum, the two
copilot_async_tool_calls decision columns, and copilot_chats.auto_allowed_tools.

Deliberately does NOT drop copilot_chats.plan_artifact. The branch removed
every reader, but the currently-deployed code still SELECTs that column, so
dropping it in the same deploy breaks the old app version during blue/green
overlap — `check:migrations` flags it for exactly this reason, and the honest
fix is to defer rather than annotate around it. The column is retained in
schema.ts marked @deprecated; drop it in a follow-up once this has rolled out.

Also in this commit, all fallout from the merge itself:
- pinned-fetch/revoke tests: their private-IP stub moved to @sim/security/ssrf
  alongside the source change. Worth noting the stub exists because the suite's
  203.0.113.10 is TEST-NET-3, which the real classifier correctly calls
  reserved — the old stub had been quietly disagreeing with production.
- materialize-file test: dropped the reserved-system-folder case, which covered
  the workflow-alias backing folders this branch deleted.
- api-validation route ratchet 977 -> 983 (this branch's new routes).

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

* add cmd f

* review pass

* chore(db): drop branch migration ahead of staging merge

Both sides independently claimed idx 0271, so the snapshot and journal would
conflict add/add. Ours is plain additive DDL that drizzle regenerates from
schema.ts; staging's is a hand-written CONCURRENTLY index build that cannot be
regenerated. Dropping ours and re-generating on top of staging's is the only
order that preserves both.

schema.ts is deliberately untouched — it is the source of the regeneration.

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

* chore(db): drop branch migration ahead of staging merge

Both sides independently claimed idx 0272, so the snapshot and journal would
conflict add/add. Ours is plain additive DDL (one enum, two columns, one jsonb
default) that drizzle regenerates from schema.ts; staging's is a hand-written
migration with DO blocks and CONCURRENTLY index builds that cannot be
regenerated. Dropping ours and re-generating on top of staging's is the only
order that preserves both.

schema.ts is deliberately untouched — it is the source of the regeneration.

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

* style(db): biome-format the regenerated migration metadata

drizzle-kit emits _journal.json and the snapshot with expanded arrays, which
biome check rejects. The merge commit used --no-verify, so lint-staged never
formatted them and CI's lint step failed on exactly these two files.

Whitespace only — both files are byte-identical under `jq -S -c`.

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

* fix(desktop): pin the platform in the OS-auth tests

promptForSecret gates Touch ID on process.platform === 'darwin'. The suite
mocked electron's systemPreferences but inherited the runner's real platform,
so the eight biometric expectations passed on a Mac and failed on Linux CI,
where every call fell through to the confirmation dialog instead.

Pins the platform per-test and restores it after, and adds a case for the gate
itself — the branch whose absence from the suite is what let this through.

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

* fix(desktop): refine environment dock icons

* fix(desktop): align packaged environment icons

* fix(desktop): keep packaged dock icon rendering consistent

---------

Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Theodore Li <theo@sim.ai>
2026-07-28 19:25:59 -07:00
Vikhyath Mondreti c809845b99 improvement(self-host): enterprise features enabling (#6028)
* improvement(self-host): enterprise features enabling

* chore(helm): bump chart to 1.3.0 for the enterprise self-host values

values.yaml gained the ENTERPRISE_ENABLED switch and INSTANCE_ORG_* keys, and
the feature-flag envDefaults moved from "false" to empty so the master switch
can resolve them. Additive and backward compatible, so a minor bump.

* fix(self-host): address review findings on instance org and org delete

Drop the per-process instance-org id cache. It went stale once the
organization was deleted through the Admin API, and clearing it from the
delete handler would only heal the replica that served that request. The
lookup runs on the signup path against a single-row table, so re-reading
costs nothing and keeps every replica self-correcting.

Scope the org-delete subscription conflict to entitled statuses. Matching any
row regardless of status let a canceled subscription — which bills nobody —
permanently block deletion.

* fix(admin): block org delete on any live subscription, not just entitled ones

ENTITLED_SUBSCRIPTION_STATUSES excludes trialing, so a trial — which grants no
entitlement but is a live Stripe subscription that will convert — slipped past
the delete guard and could be stranded against a removed organization id.

Adds TERMINAL_SUBSCRIPTION_STATUSES and inverts the predicate: block unless the
row is finished. Expressed as the terminal set so a status Stripe adds later
defaults to blocking, which is the safe direction for a destructive operation.

* fix(self-host): resolve SSO and access-control in the UI, not the raw env var

Nine client consumers still read NEXT_PUBLIC_SSO_ENABLED /
NEXT_PUBLIC_ACCESS_CONTROL_ENABLED directly while the server gates and settings
nav had moved to the resolver. With only ENTERPRISE_ENABLED set that produced
dead ends: the SSO settings section appeared but ssoClient() was never
registered and no login button rendered, and the Access Control section
appeared but its page reported "not entitled".

Points every consumer at isSsoEnabled / isAccessControlEnabled so visibility and
capability come from one place.

* fix(admin): validate retention workspace targets on the Admin API too

retentionOverrides and per-workspace PII rules both name a workspace, and
neither field is a foreign key. The settings UI rejected ids belonging to
another organization; the Admin API did not, so the two paths could persist
different data for the same org.

Extracts the check as getForeignWorkspaceTargetsReason and points both routes
at it, so they cannot drift apart again.

* fix(self-host): close three review findings on admin routes and cleanup

Make org delete atomic. detachOrganizationWorkspaces committed on its own, so a
failed delete left workspaces detached and re-billed while the organization,
its members, and its settings survived. Adds a Tx variant so both commit
together.

Gate the admin session-policy PATCH on entitlement, matching the settings UI.
Without it the stored policy was inert — getSessionPolicy resolves to no-op when
the feature is off, so the one eager clamp would be undone on the next refresh.

Stop emitting plan-wide housekeeping when billing is off. It is keyed to the
hosted free-tier 30-day window, the same default the per-workspace pass
deliberately refuses to apply off-hosted.

* fix(admin): gate whitelabel on entitlement and emit detach audits post-commit

The Admin whitelabel PATCH skipped the entitlement check the settings UI runs,
so an admin key could set branding the product had not granted the org.

detachOrganizationWorkspacesTx also wrote its audit rows inside the caller's
transaction, contradicting its own doc comment — a rolled-back delete would have
left audit history describing detachments that never happened. It now returns
the rows and callers emit them after commit.

* fix(self-host): refuse instance-org resolution when the slug is ambiguous

organization.slug has no unique constraint, and the lookup took the first of
however many matched. The choice is unordered, so two replicas could resolve
different organizations and split new signups between them.

Resolution is now three-state. Ambiguity is distinct from absence, so it both
declines to adopt an arbitrary organization and declines to provision another
one on top of the duplicates.
2026-07-28 19:02:41 -07:00
e8e3d6984c feat(pi): optional multi-provider web search for the coding agent (#5951)
* feat(pi): optional multi-provider web search for the coding agent

Adds a search provider dropdown (Exa, Serper, Parallel, Firecrawl) to the Pi
block, off by default. The selected provider's key comes from the block field or
Workspace Settings → BYOK; a Sim-hosted key is never spent, so a missing key
fails the run with a setup message instead of quietly billing Sim.

Search is available in all three modes. Local Dev and Review Code register a
host-side tool that goes through the existing provider tools, while Create PR has
no host in the loop and gets a generated Pi extension in the sandbox. Both paths
derive their requests from one normalizer and are held together by a parity test,
since the sandbox copy cannot import Sim's code.

Results are normalized to title, URL, snippet, and publication date, capped per
field and per envelope, marked untrusted in the prompt, and limited to 20
searches per run so a tool loop cannot drain the workspace's quota.

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

* fix(pi): drop the banned JSON round-trip from the search parity test

`check:utils` bans `JSON.parse(JSON.stringify(...))`. The round-trip was
normalizing the host body to its wire form, which buys nothing here: the bodies
are plain JSON and `toEqual` already ignores undefined members.

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

* fix(pi): upgrade the E2B SDK so long Pi output streams stop failing

Create PR streams the whole Pi run through one Connect server-stream
(`commands.run` -> envd `Process.Start`), held open for the full
`PI_TIMEOUT_MS`. Mid-stream it could die with:

  [internal] protocol error: received unsupported compressed output

That string is `@connectrpc/connect-web`, not Pi — Pi has no Connect
dependency at all. connect's `compressedFlag` is `0b00000001` and gzip's
magic first byte is `0x1f`; `0x1f & 0x01 === 1`, so a raw gzip body fed to
the envelope reader trips this on byte one. It reads as "the server sent a
compressed envelope" but really means "this was never a Connect envelope" —
an HTTP-level gzip that was not transparently decompressed.

e2b 2.30.0 pinned `@connectrpc/connect-web@2.0.0-rc.3` and drove envd
through undici 7 with `allowH2: true`. e2b 2.36.1 moves to stable
connect-web 2.1.2 and loads undici 8.8.0 when Node >= 22.19.0 — exactly our
engine floor — so the failing path gets a different HTTP stack.

The connect-web upgrade alone is not the fix: 2.0.0-rc.3 and 2.1.2 ship a
byte-identical `connect-transport.js` (bar the copyright year), and
connect-web still has no `acceptCompression` option by design. The undici 8
swap is the part that matters.

`@e2b/code-interpreter@2.7.0` only asks for `e2b: ^2.28.0`, so the override
pins the floor we actually need. Verified API-compatible: every method we
call (`Sandbox.create`, `runCode`, `commands.run`, `files.read/write`,
`kill`, `Template`, `defaultBuildLogger`, `waitForTimeout`) has an identical
signature across the two versions, and we never touch `SandboxPaginator`,
the one type that changed.

* fix(pi): correct search normalization edge cases and the budget's stated scope

Follow-ups from review of the web-search work. Each fix lands in both the host
adapter (`normalize.ts`) and the Create PR sandbox copy (`extension-source.ts`),
with the extension test asserting the two produce byte-identical envelopes.

- `usableUrl` was the one provider-controlled field not whitespace-bounded:
  title/snippet/date all go through `collapseWhitespace`, `url` only trimmed.
  Up to 2048 chars of newlines and control characters could ride into the
  envelope. Dropped rather than collapsed — `url` must stay byte-exact to stay
  resolvable, so collapsing would emit a different, still-dead link, and a URL
  carrying raw whitespace is already malformed under RFC 3986.

- `numResults: null` (or `''`, or `[]`) returned 1 result, not the documented
  default of 5: `Number(null)` is a finite 0, so the clamp floor won rather
  than the default. Only a real number or a non-blank numeric string now counts
  as the model having asked for a count.

- Envelope truncation was silent. When results were dropped to fit the 50 KB
  ceiling the model read the short list as the complete answer. It now carries
  a message saying so, and the message is inside what gets measured so the note
  cannot push a truncated envelope back over the ceiling.

- The budget is per *block execution*, not per workflow run: the counter lives
  in the tool spec and both adapters build a fresh one per execution, so a Pi
  block inside a Loop gets the full allowance every iteration. The constant,
  the agent-facing message, and the docs all claimed "per run". Renamed to
  `PI_SEARCH_MAX_CALLS_PER_EXECUTION` and corrected the wording rather than
  tightening the cap, since a shared ceiling would fail late iterations of a
  legitimate fan-out.

- The Search API Key tooltip promised "switching providers clears this field".
  That clear is driven through the collaborative editor setter, so a workflow
  imported, forked, or updated via the API keeps the previous provider's key —
  exactly the case where sending it to a new vendor matters.

Docs also gain a warning that Create PR hands both the model key and the search
key to the agent as environment variables, which Pi copies into every bash
child. That matters most for Settings > BYOK keys: those are workspace-scoped,
only admins can manage them, and the API only ever returns them masked — yet
anyone who can run a Pi block in Create PR mode can read the raw value.

* fix(pi): make the search provider drift guards actually fire

The "you cannot add a provider without mirroring it" story rested on two
mechanisms that did not hold. Verified by adding a fifth provider to
`PI_SEARCH_PROVIDERS` and running the build: it produced only two errors, and
every test still passed.

- `normalizePiSearchRecords` assigns to `let built` inside its switch rather
  than returning, so unlike its two siblings a missing case was not a type
  error — it silently normalized the new provider to zero results. Added an
  explicit `never` check.

- The sandbox copy's `normalizeRecords` used a trailing `else` for Firecrawl,
  so an unmirrored provider was silently normalized with Firecrawl's field
  names; `extractRecords` did the same with its `payload.data` tail. Both now
  test for `firecrawl` explicitly and throw otherwise.

- `Record<PiSearchProvider, ...>` on the `TOOLS` and `payloads` fixtures looked
  like exhaustiveness guards but are inert: `apps/sim/tsconfig.json` excludes
  `**/*.test.ts`, and vitest transpiles without typechecking. Both suites drive
  their providers off `Object.keys(fixture)`, so a missing provider was skipped
  rather than failed. Each suite now asserts its fixture covers the registry.

Re-running the same experiment now yields three compile errors plus two test
failures naming the missing fixtures.

* fix(pi): drop the workspace BYOK fallback for the search key

A fallback exists so a key has somewhere to go when the field is unavailable.
The Search API Key field is unconditionally available: unlike the model key,
whose visibility runs through `shouldRequireApiKeyForModel` and its `isHosted`
branch, `getSearchApiKeyCondition` gates only on whether a provider is
selected. So the fallback never had a configuration to cover.

Removing it also closes an escalation. Workspace BYOK keys are admin-managed
and the API only ever returns them masked, yet `resolvePiSearchKey` would
resolve one for any member who could run the block — and in Create PR that key
is handed to the sandbox as an environment variable, which Pi copies into every
bash child. A member could read a credential the product deliberately never
shows them. Requiring the key on the block keeps the sandbox exposure to a key
its author already holds.

Nothing depends on the fallback: it has never shipped.

- `resolvePiSearchKey` is now synchronous and returns the key, since there is
  no lookup left to await. `byokProviderId` leaves the search registry and
  `PiSearchKeySource` / `PiSearchKeyResolution` are gone — with one source,
  `keySource` carried no information, and the logging rationale for it (a block
  field silently shadowing a stored key) no longer exists.
- The field is now `required`. Safe alongside its condition: the serializer's
  required check returns early for fields that are not visible, so a Pi block
  with search off still validates. Pinned by a test.

Docs and the block's tooltip, placeholder, and best practices updated. The
Create PR key-exposure callout now explains the missing fallback rather than
recommending the block field as a way around it.

* docs(pi): import Callout explicitly, as the sibling block docs do

`fumadocs-ui/mdx`'s `defaultMdxComponents` already provides `Callout`, so the
callout added earlier rendered fine without this — but logs.mdx, credential.mdx,
and response.mdx all import it explicitly and pi.mdx was the outlier. Not a
build fix: the docs Vercel deployment is failing on staging HEAD as well.

* chore(deps): exclude the e2b packages from the release-age gate

CI's `bun install --frozen-lockfile` failed on the E2B upgrade:

  error: No version matching "@e2b/code-interpreter" found for specifier
  "^2.7.0" (blocked by minimum-release-age: 604800 seconds)

This did not reproduce locally because the checkout's bun was 1.2.15, which
predates `minimumReleaseAge` support and ignored the gate outright; CI runs the
pinned 1.3.13 and enforces it.

Excludes only the two packages that are actually too young —
@e2b/code-interpreter 2.7.0 (2026-07-23) and e2b 2.36.1 (2026-07-27). The rest
of the chain already clears the gate: @connectrpc/connect{,-web} 2.1.2 and
@bufbuild/protobuf 2.13.0 and undici 8.8.0 are all older than a week, and `tar`
resolves from the lockfile at 7.5.22 without needing an exception (the original
CI error named only @e2b/code-interpreter, and `bun install --frozen-lockfile
--ignore-scripts` under 1.3.13 now passes locally).

The lockfile is regenerated with bun 1.3.13 rather than 1.2.15, which also
corrects hoisting the older bun had gotten wrong on the merge commit: the root
`lucide-react` hoist moves from 1.23.0 back to 0.511.0 and `@radix-ui/react-slot`
from 1.3.0 to 1.2.2, each with the proper scoped entries. Package resolution
still differs from staging by exactly the e2b chain and nothing else.

Both entries age out on 2026-07-30 and 2026-08-03; drop them then.

---------

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>
2026-07-28 16:16:51 -07:00
Waleed b69fdbd17b fix(api): give every v1 endpoint quota headers and errors that name the field (#6012)
* fix(api): give every v1 endpoint quota headers and errors that name the field

Three consistency gaps found by probing the live v1 surface end to end.

Rate-limit headers were only published by routes built on createApiResponse —
workflows, logs and audit-logs. Tables, files and knowledge are rate limited by
the same bucket and will return 429, but published no quota on success, so a
client discovered the ceiling only by hitting it. Adds a shared
rateLimitHeaders() builder, reused by createRateLimitResponse, and attaches it
to all 31 success responses on those three families.

Missing required fields did not name themselves. .min(1, '...') only fires for
a present-but-empty string, so an omitted field fell through to Zod's default
"Invalid input: expected string, received undefined". A previous pass fixed the
shared id schemas, but 22 of 23 v1 workspaceId declarations bypassed them, so
the fix reached almost nothing. Adds requiredFieldSchema(message) and routes
every v1 request input through it, preserving each site's existing, more
specific wording (for example "workspaceId query parameter is required")
instead of flattening them to the generic one. Response schemas are left alone
— "required" wording would be wrong there.

Validation failures on tables, files and knowledge reported the literal
"Validation error" and discarded the schema's message. Adds
v1ValidationErrorResponse, which surfaces the first issue while keeping
details, and wires it into the 19 parseRequest calls that had no handler.
Routes with deliberately specific wording keep theirs. The global default is
untouched, since routes outside v1 assert the current string.

* fix(api): finish the v1 consistency sweep at call level, not file level

Review found three places the first pass missed, all from filters that worked
on whole files instead of individual call sites.

- GET /api/v1/files/{fileId} returns the file bytes via `new Response`, not a
  `success: true` JSON body, so the header pass skipped it. The download now
  carries the same quota headers as the DELETE beside it.
- Four parseRequest calls in the table-row routes still reported the generic
  "Validation error". The first pass skipped any file that already had a
  handler anywhere in it, which excluded these two files wholesale. The check
  is now per call site, and no bare call remains.
- POST /api/v1/tables takes its body from the shared tables contract, which
  still used the bare `.min(1)` form, so an omitted workspaceId did not name
  itself. Converted there and in the other v1-reachable contracts.

Scope note: roughly a thousand `.min(1, '... is required')` declarations remain
under contracts/tools/**. Those are block and tool definitions rather than the
public REST surface, and converting them belongs in its own change.

* refactor(api): publish quota headers from one chokepoint, not 32 call sites

A quality pass found the previous commit only made the happy path consistent.
Those three route families have 117 response sites; 32 got headers. The other
85 are the error paths — 400/403/404/500 — which are exactly the responses a
client is deciding whether to retry, and they published no quota at all.

`checkRateLimit` now records the bucket snapshot against the request, and
`withRouteHandler` attaches the headers next to the `x-request-id` it already
sets, on both the success and the unhandled-error branch. Every v1 response
carries the quota now, and a new v1 route gets it without remembering to. The
carrier is a WeakMap keyed by the request, so it needs no cleanup and routes
that never record a snapshot — everything outside v1 — are untouched.

This deletes more than it adds: the 32 decorations are gone, and so is the
`rateLimit` parameter that had been threaded into `handleBatchInsert` purely so
a business-logic helper could decorate its own response.

Also from the same pass:
- One definition of the header trio. `createApiResponse` had its own copy, so
  after the last commit there were two; both now build from
  `buildRateLimitHeaders`.
- `v1ValidationErrorResponse` delegates to the shared `validationErrorResponse`
  instead of hand-rolling the same body, and takes a fallback message, which
  collapses four route closures that differed only in that string.
- 36 sites wrote `requiredFieldSchema('Workspace ID is required')` — the
  verbatim definition of the exported `workspaceIdSchema`. Using the primitive
  is the whole point of having it; they now import it.
- Dropped TSDoc that had gone stale or contradicted the call sites it advised.

* docs(api): reattach the withRouteHandler docblock and drop stale wording

The comment pass caught a real casualty of the previous commit: inserting
`applyResponseHeaders` put it between `withRouteHandler`'s docblock and the
function itself, so the file's most-used export lost its documentation to the
new private helper. Reattached, and its header bullet now mentions the
rate-limit trio it also emits.

Remaining edits are wording only. The WeakMap rationale moved off
`RateLimitSnapshot` — three self-evident fields — onto the `snapshots`
declaration it actually describes. The record site no longer restates that
rationale; it keeps only the part unique to it. And three id-schema docs claimed
"same constraint as nonEmptyIdSchema", which stopped being true when that
schema was documented as deliberately message-less.

* docs(api): document the quota headers on every v1 success response

The spec already asserted, in the RateLimited description, that the
X-RateLimit-* trio accompanies every authenticated response. Before this branch
that was false for tables, files and knowledge; it is true now, but no operation
documented it — only 1 of 40 v1 success responses carried the headers.

All 40 now reference the shared header components. The shared BadRequest,
Forbidden and NotFound components are deliberately left alone: they are also
$ref-ed by non-v1 operations that publish no quota, so annotating them there
would over-claim. The RateLimited description carries the general rule instead,
now stating explicitly that the only responses without the headers are the ones
that failed authentication.

* fix(api): stop the last v1 validation paths from swallowing the message

Bugbot found GET /api/v1/tables/{tableId}/rows still answering with the bare
"Validation error". Its handler special-cases malformed filter/sort JSON and
then falls back to the shared helper — so the site looked handled to a check
that only asked whether a handler existed, which is why the earlier call-level
sweep passed over it.

Auditing the whole class turned up more of the same shape:
- The optional-body parses on deploy and rollback, where a bad `version` lost
  "version must be a positive integer".
- Eleven catch-block `validationErrorResponseFromError` handlers across the
  table routes, which discard the message of any ZodError thrown deeper.

Adds `v1ValidationErrorResponseFromError` as the v1 counterpart for unknown
caught values, and routes every remaining v1 validation path through the v1
helpers. No call to the generic helpers survives under app/api/v1 outside
admin, which keeps its own error envelope.
2026-07-28 12:56:38 -07:00
Waleed 79b1ed1fa1 fix(api): report the real rate-limit ceiling on every v1 endpoint (#6011)
X-RateLimit-Limit was the bucket's refill rate while X-RateLimit-Remaining
was tokens left in the bucket, and createBucketConfig sets
maxTokens = refillRate * burstMultiplier. The two headers described different
quantities, so remaining routinely exceeded limit — observed live on a team
plan as limit 200 alongside remaining 399 — and any client computing
used = limit - remaining got a negative number. Report the bucket capacity,
which is what remaining counts down from.

This lives in the shared checkRateLimit, so it applies to every v1 endpoint:
workflows, logs, tables, files, knowledge, audit-logs and copilot.

Also stops publishing rate-limit headers on an authentication failure. That
path never reaches the bucket, so the previous placeholder advertised a quota
that does not exist and told unauthenticated callers they had been throttled.

Separately, the shared id schemas reported Zod's default "expected string,
received undefined" when a required field was omitted, because .min(1) only
fires for a present-but-empty string. Adding the message to the z.string()
constructor makes an omitted workspaceId/organizationId/workflowId/fileId
name the field it is complaining about — the first thing an API consumer sees
on a malformed request.

Documents all three headers in the OpenAPI spec as reusable components,
including the burst-capacity semantics and the fact that they are absent on
authentication failures. They were previously undocumented.

Adds the first tests for the v1 middleware.
2026-07-28 11:42:42 -07:00
Waleed ca13cc9c13 feat(api): add workflow export and import endpoints to the public v1 API (#5999)
* feat(api): add workflow export and import endpoints to the public v1 API

Adds GET /api/v1/workflows/[id]/export and POST /api/v1/workflows/import.
The export envelope is accepted verbatim by import, so workflows round-trip
between workspaces over the public API.

Unlike the admin export, the public export is secret-sanitized: stored
credentials and password fields are redacted while {{ENV_VAR}} references
and block positions are preserved. Import regenerates block, edge, loop and
parallel ids and de-duplicates the workflow name against the target folder.

Also moves parseWorkflowVariables out of the admin types module into
lib/workflows/variables/parse.ts so the public route does not import from
the admin namespace.

* fix(api): make workflow import atomic and clarify what export redacts

Writes the imported graph and its variables in a single transaction and
deletes the shell workflow row on any failure, so a caller that receives an
error is never left with a partially imported workflow. Previously a throw
from the variables update returned 500 while leaving the workflow behind
with an empty variables map.

Also narrows the export route's sanitization claim: workflow variables are
emitted as stored, matching GET /api/v1/workflows/[id] and the in-app
export. They are plaintext configuration readable at the same permission
level this route requires; secrets belong in environment variables, which
travel as unresolved references.

* fix(api): close import defects found in audit and share one write pipeline

Security:
- Escape block names before interpolating them into a RegExp in
  updateValueReferences. Names reach it straight from imported workflow JSON
  and normalizeWorkflowBlockName preserves regex metacharacters, so a name
  like `a*a*a*a*b` compiled to a catastrophically backtracking pattern. A
  sub-kilobyte body blocked the event loop for 50s and grew exponentially.
  Also skip rename-to-itself, which is the entire map on the import path, so
  the scan no longer runs at all there.
- Validate folder ownership before folder lock state, so a locked folder in
  another workspace can no longer be distinguished from a missing one.

Correctness:
- Gate the imported graph on workflowStateSchema, the same schema the
  canonical PUT /api/workflows/[id]/state path enforces. Without it a valid
  201 could persist a block field of the wrong type, which then threw on
  every subsequent read and left a workflow nothing could open.
- Guard the compensating delete so a failed rollback logs the orphaned id
  instead of vanishing into a generic 500.
- Validate variable `type` against the enum and build the record on a
  null-prototype object, so a `__proto__` key no longer silently drops the
  variable.
- Bound payload-derived names and descriptions to the same limits the
  contract declares for the explicit overrides.
- Return the description as stored rather than coercing '' to null, matching
  GET /api/v1/workflows/[id].

Shared code, so the two write paths cannot drift:
- Extract prepareWorkflowStateForPersistence and use it from both
  PUT /api/workflows/[id]/state and the v1 import route: agent-tool
  sanitization, block backfill, dangling-edge removal, and loop/parallel
  recomputation now have one implementation.
- Persist inline custom tools on import, which the canonical path already did.
- Move variable normalization into lib/workflows/variables and repoint the
  admin importer at it, removing the last duplicate.

Docs:
- OpenAPI: oneOf -> anyOf on the import body. WorkflowExport matches any
  object, so every valid object payload matched two branches and failed
  validation under any spec-driven validator. Document 423 and the loss of
  workspace-scoped bindings on export.

Tests: prepare-state unit tests and a real export -> import round trip with
no mocks of the sanitizer or parser, covering loop/parallel children and the
regex-metacharacter payload.

* fix(api): cap import names inside the bound and align the three import paths

- `truncate` appends its suffix after slicing, so capping at the contract
  limit produced 203/2003-character values — past the very bound the cap
  exists to enforce, and into the headroom reserved for dedup suffixes.
  Reserve the ellipsis inside the limit.
- Match `extractWorkflowName`'s candidate order (state.metadata.name before
  workflow.name) and trim, so the v1 API and the in-app importer resolve the
  same name for the same payload. Previously a hand-authored payload carrying
  both could yield two different names.
- Run the admin importer through prepareWorkflowStateForPersistence too. It
  was writing raw parsed state, so a dangling edge tripped the workflow_edges
  foreign key and a block missing its backfilled columns could land
  unopenable — the same class this PR just closed on the v1 path.
2026-07-27 22:50:13 -07:00
WaleedandWaleed Latif a042f0bd0f chore(deps): fix OTel version split, drop dead deps, declare emcn peers (#5994)
* chore(deps): fix OTel version split, drop dead deps, declare emcn peers

- Pin @opentelemetry/{resources,sdk-metrics,sdk-trace-base,sdk-trace-node}
  to exact 2.7.1 so they match sdk-node's pins instead of floating to 2.8.0.
  The carets meant app code built spans with 2.8.0 and passed them into
  NodeSDK from 2.7.1, which only worked by duck-typing.
- Declare the 13 packages @sim/emcn imports but never declared, as peers
  mirrored into devDeps. @radix-ui/react-dismissable-layer had no
  declaration anywhere in the repo and resolved only transitively.
- Remove ffmpeg-static: its binary downloads via postinstall, but it is not
  in trustedDependencies and Docker installs with --ignore-scripts, so the
  accessSync branch never succeeded and both call sites always fell through
  to system ffmpeg.
- Remove critters + experimental.optimizeCss: Next only loads critters from
  the Pages Router renderer, and apps/sim is App Router only.
- Make simstudio-ts-sdk zero-dependency by dropping node-fetch for native
  fetch; engines >=18.
- Remove unused @vercel/og and postgres from docs, dotenv/inquirer/listr2
  from the CLI, and yaml from the root.
- Move @aws-sdk/client-appconfig from the root to apps/sim, its only consumer.
- Delete the apps/sim overrides block; Bun only honors top-level overrides.
- Bump free-email-domains 1.2.25 -> 1.9.70 (4,779 -> 13,059 domains).
- Validate object/array variables with JSON.parse instead of JSON5, matching
  what the executor actually parses.
- Swap the changelog GitHub icon off lucide to GithubOutlineIcon, matching
  the navbar chip on the same page.
- Unify @types/node on 24.2.1 and lucide-react on ^0.511.0; bump chalk to 5
  and image-size to 2.

* fix(deps): complete the OTel pin, restore SDK error detail, revert email list

Follow-ups from an independent audit of the previous commit.

- Pin @opentelemetry/sdk-node and the three otlp-http exporters to exact
  0.217.0. Pinning only their four dependents was self-reversing: sdk-node
  0.219.0 requires core 2.8.0 exactly, so the next update would have
  silently rebuilt the split this PR removes.
- Declare @opentelemetry/core (2.7.1). It is imported by
  lib/copilot/request/go/propagation.ts but resolved only by hoisting, and
  it is the OTel package with the most version churn in the tree.
- Pin @radix-ui/react-dismissable-layer to exact 1.1.13 in @sim/emcn. All
  five transitive parents pin it exactly; a caret would fork a second copy
  on 1.1.14, which is the duplicate-context bug the declaration prevents.
- Surface error.cause in simstudio-ts-sdk. Native fetch reports network
  failures as a bare "fetch failed" and puts the reason on cause, so every
  DNS/TLS/refused error was reaching callers with no diagnostic content.
- Revert free-email-domains to 1.2.25. Upstream now merges the free-domain
  list with two disposable-email blocklists, so 1.9.70 classifies real
  organization domains as free — UK charities, some companies and
  universities, and the JP/KR ISP domains APAC SMBs use for business mail.
  The demo form blocks submission on that check, so a false positive costs
  the booking entirely. Worth doing deliberately, not inside a deps change.
- Lower packages/cli engines to >=18. chalk 5 and commander 11 both accept
  >=16 and the source uses no Node 20 API, so >=20 only produced EBADENGINE
  for Node 18 users.

---------

Co-authored-by: Waleed Latif <waleed@simstudio.ai>
2026-07-27 19:16:32 -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
Vikhyath Mondreti 8a2ae25d78 improvement(agent-streaming): add way to opt in for workflow executions (#5956) 2026-07-24 20:10:06 -07:00
Waleed 919a98d00f refactor(settings): fold verified domains into SSO, move group-detail state to nuqs, design-system cleanup (#5950)
* refactor(settings): fold verified domains into SSO and use shared primitives

Verified domains only gates SSO, so managing it on a separate page meant
discovering the requirement after filling out the whole IdP form and then
navigating away mid-setup. Move it into the SSO page as a section above the
provider config and drop the standalone page, its nav entry, and both route
branches.

Align the surfaces with the shared settings primitives rather than bespoke
chrome, matching whitelabeling/custom-blocks/access-control:
- SSO's local FormField (muted labels) is replaced by the shared SettingRow, so
  its fields read like every other settings page. SettingRow gains optional
  `optional` and `error` props to absorb what FormField did — additive, so
  existing consumers are untouched.
- The domains section is built from SettingsSection, SettingRow,
  SettingsResourceRow, and SettingsEmptyState instead of hand-rolled cards.

Also drop the redundant Upload/Change buttons in whitelabeling: the logo and
wordmark thumbnails were already clickable, so the button was a second control
for the same action. Remove still appears once an image is set.

* fix(settings): move group-detail view state to nuqs and clean up design-system drift

Access control's group detail kept its tab, three search boxes, and three status
filters in useState, so a `?group-id=` link always landed on General and a filter
was lost on reload — the parent already puts the group id in the URL. The three
tabs never render together, so search and status share one param each rather than
carrying three mutually-exclusive keys, and switching tabs resets both. Closing
the detail clears all three alongside group-id in one batched write, so nothing
lingers on the list URL.

Design-system fixes from a cleanup pass over the surfaces this branch touched:
- Restore accessible names lost when the whitelabeling Upload buttons were
  removed. The thumbnail is now the only click target, and it contained just an
  icon, so it announced as an unlabeled button; the icon-only Remove had the same
  problem. Both now carry aria-labels reflecting their state.
- Use Chip, not the legacy Button, for the domain actions — Button is ~26px
  against the 30px ChipInput beside it, so "Add domain" sat visibly short.
- SettingRow now uses the emcn Info component; a bare svg as Tooltip.Trigger was
  neither focusable nor nameable. It also stops re-specifying Label's own default
  styling.
- Use the new SettingRow error prop for the group name instead of a hand-rolled
  error paragraph, which is what the prop was added for.
- Hoist the block-category lookup out of a sort comparator, size-* over h/w, name
  the staleTime constants the rules require, and import RowActionsMenu from its
  barrel.

* fix(settings): alias the old /settings/domains path to SSO

Folding verified domains into the SSO page dropped /settings/domains, so
bookmarks and shared links 404'd instead of landing where domains now live. Both
alias maps already exist for exactly this (organization/'members',
subscription/'billing'); add domains -> sso to each.

* chore(settings): adopt ChipCopyInput, named staleTime constants, and a11y labels

* fix(settings): reset group detail params on open and drop issuer mono styling
2026-07-24 19:11:34 -07:00
Vikhyath Mondreti fe184d3695 improvement(whatsapp): validate + improve integration skill for file inputs/outputs (#5942)
* improvement(whatsapp): validate + improve integration skill for file inputs/outputs

* fix lint

* add whatsapp subblock migration
2026-07-24 16:14:27 -07:00
Vikhyath Mondreti 17d77795b4 feat(providers): prompt caching capability + usage-based cache pricing (#5922)
* improvement(providers): validation pass, and stream tool loop improvements

* remove deploy options correctly

* fix

* feat(providers): prompt caching capability and usage-based cache pricing

Replace the arbitrary cached-rate heuristic with a single cache-aware pricing
function, and add prompt caching as an opt-in capability for Anthropic.

Pricing: priceModelUsage in cost-policy.ts is now the only place cache
arithmetic happens. Provider adapters normalize their wire shape into
ModelUsage (input always excludes cache buckets); the pricing function never
branches on provider. This removes five divergent behaviors, including the
!!request.context heuristic that gave Router and Evaluator an unearned 10x
input discount, and the overwrite that silently billed Anthropic cache reads
and writes at zero. Also parses OpenAI cache_write_tokens, previously ignored.

Caching: Anthropic gets a capability-gated advanced switch that places
cache_control on the last tool and last system block; system is now always a
TextBlockParam array. OpenAI gets a stable per-block prompt_cache_key with no
UI, since its caching is automatic.

* fix(providers): route OpenAI and Gemini block cost through cache-aware pricing

Cache-aware pricing only reached trace segments. The billable block cost still
called calculateCost on the cache-inclusive prompt total, so OpenAI cache hits
and Gemini implicit-cache hits were charged at the full input rate and GPT-5.6+
cache writes went unbilled.

Both providers now accumulate cache buckets and price through priceModelUsage,
matching the Anthropic token convention where input excludes cache reads and
writes. Cached counts are clamped to the prompt total so an over-reporting
payload cannot bill more input than the request contained.

* fix(streaming): redact tool payloads on selected outputs in public chat

Redaction only ran on the empty-selection branch, but a deployment almost
always selects outputs, so it was dead in the case it exists for. Selecting
toolCalls streamed the raw arguments and results to a public chat client in a
chunk frame, and providerTiming carried thinking content the same way.

Both paths now extract from the sanitized block output rather than the raw log:
the streamed selected output, which is the reachable vector, and the final
envelope. Sanitizing the source rather than per selected path means a newly
selectable field cannot reopen the hole.

* refactor(providers): drop unreachable billing fallbacks

Every provider pricing helper took a policy parameter no caller passed. Worse
than dead: passing one would have double-applied the margin the central layer
already applies. Removed, so providers can only price at list.

Also removed guards that cannot fire. The central fallback normalized cache
buckets no provider can reach it with (all three that report cache usage price
themselves) and did so at a 1x write multiplier no vendor charges.
priceModelUsage re-validated token counts the adapter had already clamped, and
applyModelCostPolicy defaulted a required total field.

Validation now happens once, in the adapter that parses the vendor payload and
is the only layer that knows cache buckets are a subset of the prompt total.
2026-07-24 15:46:11 -07:00
Waleed 5a8d21904d fix(sso): surface DNS verification failures and the provider auto-append gotcha (#5931)
* fix(sso): surface DNS verification failures and the provider auto-append gotcha

Post-merge audit follow-ups for verified domains (#5909):

- The host field handed admins the FQDN `_sim-challenge.acme.com`. GoDaddy,
  Namecheap, Hover and most cPanel panels append the zone to whatever is typed,
  yielding `_sim-challenge.acme.com.acme.com` — the record looks right in their
  panel but never verifies, and our 422 tells them to wait 48 hours. Add a hint
  under the field (and a docs callout) telling those admins to enter just the
  label.
- DNS failures were logged at debug, but production log level is ERROR, so a
  blocked-egress or SERVFAIL condition was invisible to us and misreported to the
  admin as "record not found yet". Log infrastructure-class failures at warn with
  the DNS error code; keep the genuinely-absent codes at debug.
- Trim the joined TXT value before comparing: several DNS panels pad the stored
  string, which otherwise fails an exact match forever.
- Lower the resolver to 2s/1 try. c-ares multiplies timeout across servers and
  retries by ~7x, so the previous 5s/2-try config could block a verify request
  for ~35s when resolvers are unreachable.
- Cover `checkDomainTxtRecord` — the function that decides whether the gate opens
  had no tests. Adds exact match, chunk-joined value, match among unrelated
  records, padded value, near-miss, another org's token, absent record,
  infrastructure failure, and empty-response cases.

* fix(sso): log DNS infrastructure failures at error so prod actually surfaces them

Production's default minimum log level is ERROR, so the warn introduced in the
previous commit was still filtered out — the fault stayed invisible exactly as
before. A resolver failure that is not 'record absent' is a genuine
infrastructure error, so ERROR is both the visible and the honest severity.

* fix(sso): state the zone-removal rule instead of a wrong subdomain hint

The hint computed the bare label as the first segment of the challenge host, so
for a subdomain like eng.acme.com it advised entering `_sim-challenge` when the
host relative to the acme.com zone is `_sim-challenge.eng` — following it would
publish the record on the wrong name and verification would never succeed, the
exact failure the hint exists to prevent. Deriving the real zone needs the Public
Suffix List (acme.co.uk defeats naive label-stripping), so state the rule instead:
enter the host with the trailing zone removed. Docs show both the apex and the
subdomain form.
2026-07-24 11:32:27 -07:00
Waleed 70313cd2ad feat(providers): add Claude Opus 5 model (#5925)
* feat(providers): add Claude Opus 5 model

* fix(providers): route Opus 5 through adaptive thinking

Opus 5 supports only adaptive thinking (no extended thinking / budget_tokens),
same as Opus 4.8/4.7. Add opus-5 to supportsAdaptiveThinking so thinking
requests use thinking.type: adaptive instead of falling through to budget_tokens
extended thinking, which Opus 4.7+ rejects with a 400.

* docs(agent): regenerate agent-stream docs for Opus 5
2026-07-24 10:33:47 -07:00
Waleed 513292f17b feat(sso): DNS domain verification gating org SSO registration (#5909)
* feat(sso): DNS domain verification gating org SSO registration

Add org-scoped domain ownership verification (DNS TXT challenge) as the
security precondition for configuring SSO. Closes the first-come domain-claim
vuln where any org could wire another company's domain to its own IdP.

- New sso_domain table + migration 0266; existing org SSO domains are
  grandfathered as verified so live tenants are unaffected
- Verified-domains settings UI (enterprise-gated) with add/verify/remove
- Register route now requires a verified domain for org-scoped registration;
  personal SSO and already-grandfathered domains are unaffected
- Self-host register script writes the verified sso_domain row directly, so
  script-driven registration stays backwards compatible

* fix(sso): harden domain verification against concurrency + fix CI lint

Addresses review findings on state invariants under concurrent/failed writes:
- Add unique index on (organization_id, domain) so concurrent claims can't
  create duplicate pending rows; POST re-reads and stays idempotent on conflict
- Verify flips the row only if it's still the exact pending challenge checked
  (guards deletion/token-rotation mid-DNS-lookup) and maps the partial unique
  index violation to 409 instead of an unhandled 500
- Wrap the self-host script's provider write + verified-domain upsert in a
  transaction so a failed ownership write can't leave a provider committed
- Format 0266 snapshot/journal with biome (fixes @sim/db lint:check)

* fix(sso): re-check domain verification before provider write (TOCTOU)

The register gate checked the verified sso_domain row only at handler entry,
then ran OIDC discovery before writing the provider. A verified row removed
during that window could still complete registration. Extract the check into a
closure and call it both as an entry fast-fail and authoritatively right before
registerSSOProvider, alongside the existing domain-conflict re-check.

* fix(sso): stop rotating verification token on idempotent re-add

Re-adding a pending domain rotated its verification token, which invalidated a
TXT record the admin may have already published and — under two concurrent
re-adds — could return a token the racing write had already superseded, so the
admin's DNS record would never verify. Return the existing row unchanged
instead; the pending token is always shown in the UI, so it is never lost.

* fix(sso): close register TOCTOU with compensating delete + harden edges

Audit-driven hardening:
- Close the residual register TOCTOU: registerSSOProvider is create-only (throws
  if the providerId exists), so a compensating delete after the write is provably
  safe — it can only remove the just-created row. If verification was revoked
  during the write, roll the provider back and 403.
- Verify is now idempotent under concurrency: a same-org row already flipped to
  verified by a racing request returns 200, not a confusing 409.
- Grandfather backfill + self-host script now match normalizeSSODomain's dominant
  transforms (lower + trim + strip leading wildcard) so a non-canonical legacy
  domain can't miss the runtime gate's lookup. Prod backfill result is unchanged.
- Cleanup: drop dead default export, align card radius to sibling convention.

* fix(sso): redact domain tokens from non-admins + fix script stale-update

Round-5 review findings:
- GET /domains redacted the pending TXT verification token (a management
  secret) to any org member. Now only owner/admins read it; members see the
  list and status without it. Non-Enterprise orgs get an empty list (entitlement
  flag only), never the domains/tokens.
- Self-host script decided update-vs-insert from a read taken OUTSIDE the
  transaction; a provider deleted mid-flight made the UPDATE match zero rows
  silently while the verified-domain upsert still committed (orphaned domain).
  The decision now happens inside the transaction from the UPDATE's row count.

* docs(sso): drop unshipped enforce-SSO / auto-join copy from verified domains

Verified domains currently only gate SSO configuration. Remove the
forward-looking references to enforcing SSO and auto-joining members (deferred
to a later release) from the docs, settings copy, nav description, and schema
comment so we don't promise unshipped features.

* fix(sso): guard rollback to new providers only + Enterprise-gate domain removal

Round-6 review findings:
- The compensating provider rollback now only fires when the provider did not
  exist before this request (providerExistedBefore). registerSSOProvider is
  create-only today so reaching the rollback already implies a fresh create, but
  this makes the safety local and future-proof: if Better Auth ever allowed
  updating an existing provider, a revoked-verification rollback must not delete
  that pre-existing row.
- DELETE /domains now requires an Enterprise plan like add/list/verify, so all
  domain mutations share one entitlement (the UI already hides removal from
  non-Enterprise orgs). Adds a delete-route test.

* fix(sso): roll back the SSO provider by row id, not logical keys

The compensating rollback deleted by (providerId, orgId). providerId is unique,
so if this request's row were deleted and recreated by a concurrent registration
in the narrow window before the rollback, the logical-key delete would remove
that other request's provider. Delete by the primary-key id registerSSOProvider
returns instead, so only the exact row this request created is ever removed.

* chore(sso): final-review polish — trim script read, unify copy, doc migration edge

Cosmetic cleanup from a final 4-track adversarial review (no bugs found in the
new logic):
- Self-host script: narrow the pre-transaction existence read to select({ id })
  instead of SELECT * (it only feeds a log line now).
- Unify invalid-domain copy ("for example acme.com") and the verified-elsewhere
  409 wording ("is already verified by another organization") across routes.
- p-3 shorthand on the domain row card.
- Document the migration's rare two-orgs-share-a-domain grandfather behavior
  (login unaffected; validated no such duplicates in prod).

* fix(sso): apply attribute mapping + make SSO edit work; drop dead guard

Two pre-existing SSO bugs the final review surfaced (prod has one SSO org, RVW,
script-registered with the default mapping, so neither change affects it):

- Attribute mapping was passed at the top level of the register payload, which
  Better Auth ignores — it reads oidcConfig.mapping / samlConfig.mapping. Nest it
  so custom mappings actually apply. (Default mapping is unchanged, so existing
  logins are unaffected.)
- Editing an SSO provider was broken: registerSSOProvider is create-only and
  threw on the existing providerId → generic 500. Route now detects a provider
  the caller already owns and updates it via Better Auth's updateSSOProvider, and
  surfaces Better Auth's own error status/message instead of a blanket 500.

Also drops the now-unnecessary providerExistedBefore guard (the rollback deletes
by the created row's primary-key id and register is create-only) and the earlier
final-review polish (script read, unified copy, migration edge note).

Smoke-test SSO login + edit on staging before merge (auth-path change).

* fix(sso): require null org on personal-mode provider lookups (gate bypass)

The personal branch of both provider-ownership lookups keyed on
(providerId, userId) without requiring organizationId IS NULL. Because org
providers store userId = their creator and providerId is globally unique, an org
admin could send a personal-mode request (no orgId) — which skips the membership
check and the domain-verification gate — yet still match, and then via the new
update path move, their org's provider to an unverified domain. Add
isNull(organizationId) to the personal branch of both clauses so it can only
match a genuinely personal provider, matching the route's own isOwnedByCaller.

Found by an adversarial review of the update path added in 394bda9f7.

* fix(sso): script updates the observed provider by id, not providerId

Inside the registration transaction the script updated WHERE providerId — the
logical key. If the observed provider was deregistered and a replacement created
with the same providerId before the transaction ran, that update would clobber
the replacement's config and ownership. Update the specific observed row by its
primary-key id instead; if it's gone we insert, which fails cleanly on the
providerId unique constraint rather than overwriting the replacement.

* fix(sso): script upserts provider via delete-then-insert (no unique constraint)

sso_provider.provider_id is a plain (non-unique) index and prod holds legitimate
duplicates, so the previous "update by id, else insert" could create a duplicate
provider when the observed row was deregistered and replaced before the
transaction — the fallback insert would succeed. Delete every row for the
providerId then insert exactly one, inside the transaction, so the providerId
ends up as exactly this config atomically. Linked accounts key on the providerId
string (not the row id), so existing logins are unaffected.

* fix(sso): guard compensating-delete row id so rollback can't silently no-op

* chore(sso): regenerate migration as 0268 after merging staging

Staging landed migrations 0266/0267, colliding with our 0266. Removed our
migration, merged staging, and regenerated cleanly with drizzle-kit as
0268_sso_domain_verification (identical sso_domain table + indexes), then
re-appended the grandfather backfill. api-validation baseline reconciled to 973
(staging 970 + our 3 domain routes). Also make the register-route test's
registerSSOProvider mock return an id so the guarded compensating delete runs.

* refactor(sso): share normalizeSSODomain via @sim/utils so script matches gate

The self-host script canonicalized SSO domains with a minimal inline transform
(lower+trim+wildcard) that diverged from the app's full normalizeSSODomain
(protocol, port, path, trailing dot, email local part) — equivalent spellings
could store a different ownership key than the runtime gate looks up. Move
normalizeSSODomain into @sim/utils/sso-domain (a pure function) so the register
route, the domain-claim route, and the script all use the identical canonicalizer.
The script now skips the verified-domain record when SSO_DOMAIN isn't a valid
registrable domain instead of storing a malformed key.
2026-07-24 00:34:16 -07:00
Theodore Li 444c415a0b improvement(data-retention): docs for overrides + PII redaction, fix wedged saves (#5905)
* fix(data-retention): clamp sub-day retention values so saves aren't wedged

A stored value under 12 hours rounded to '0' days on load and was re-sent as 0, which the contract rejects (min 24) — blocking every save on the page, including unrelated fields.

Clamp hours->days into the contract's range on read, and throw instead of emitting 0/NaN on write.

* improvement(docs): rewrite data retention for workspace overrides + PII redaction

- Document PII redaction (Logs / Workflow input / Block outputs stages, entity types, languages, custom regex patterns)
- Replace the stale 'no per-workspace overrides' section with the retention-policies list and override inheritance
- Correct log retention (also covers background job logs) and soft deletion (adds Chat conversations, KB documents)
- Add PII + override screenshots, refresh the main one
2026-07-24 02:08:12 -04:00
Vikhyath Mondreti 7120cdc901 fix(providers): final regenerated stream must not re-call tools (empty chat answers) (#5915)
* fix(providers): stop the final regenerated stream from re-calling tools and clobbering the answer

After the silent tool loop settles, OpenAI Responses and Gemini re-issue a
streaming request purely to stream the answer as prose — but with tools still
attached and auto tool choice, a reasoning model can re-decide to call a tool
there. Streamed calls are never executed on this path, so the run ends with a
dead function call, an empty streamed answer, and the stream callback
clobbering the tool loop's settled text with '' (deployed chat rendered
{"content": ""}).

Force tool_choice 'none' / functionCallingConfig NONE on the regeneration and
keep the tool loop's settled answer whenever the stream ends without text.

* feat(openai): settled tool chips on the regenerated answer stream

The silent Responses tool loop has no live stream while tools run, so opted-in
consumers saw no tool chips at all for OpenAI. The loop now records each
executed call and prepends settled tool_call_start/end pairs (name + status
only) to the agent-events stream ahead of the regenerated answer. Runs without
a sink never see these events, so legacy output is unchanged.

* fix(providers): apply the regeneration guard fleet-wide

Audit of every silent tool loop for the same race fixed for OpenAI/Gemini
(final regenerated stream re-calls a tool that is never executed, ending with
an empty answer that clobbers the settled text):

- anthropic (both implementations): tool_choice {type:'none'} on the
  regeneration (tools must stay — history carries tool_use blocks) + keep the
  settled answer when the stream ends without text
- groq: was re-applying the ORIGINAL tool_choice, so forced-tool runs
  re-forced the tool on the regeneration — guaranteed dead call; now 'none'
  + fallback
- deepseek, mistral, cerebras, azure-openai (legacy chat path), openrouter,
  xai: 'auto' -> 'none' + fallback
- bedrock: fallback only — Bedrock's ToolChoice has no 'none' and toolConfig
  is required when history carries toolUse blocks

Already guarded (no change): meta, sakana, nvidia, vllm, litellm, baseten,
together, fireworks, kimi, zai, ollama.
2026-07-23 20:20:25 -07:00
6dcc65be89 feat(skills): add skill editors (#5705)
* feat(skills): permissions layer

* chore(db): drop skill_member migration 0261 for regeneration on latest staging

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

* feat(db): regenerate skill_member migration as 0262 on latest staging

Same DDL as the dropped 0261 (skill_member table, enums, indexes, skill.workspace_shared)
plus the hand-written write-user backfill, renumbered after staging's 0261.

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

* feat(db): regenerate skill_member migration as 0263 after staging merge

Staging claimed 0262 (strong_storm); same DDL plus the hand-written
write-user backfill, renumbered on the merged snapshot chain.

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

* chore(db): drop skill_member migration 0263 for regeneration on latest staging

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

* feat(db): regenerate skill_member migration as 0264 after staging merge

Staging claimed 0263 (workflow_fork_sync_excluded); same DDL plus the
hand-written write-user backfill, renumbered on the merged snapshot chain.

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

* make editing skills full page

* fix disclaimer

* edit access msg

* fix lint

* chore(db): drop skill_member migration 0264 for regeneration on latest staging

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

* feat(db): regenerate skill_member migration as 0265 after staging merge

Staging claimed 0264 (fat_ikaris); same DDL plus the hand-written
write-user backfill, renumbered on the merged snapshot chain.

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

* fix tests

* simplify system

* fix

* fix lint

* add mship skills docs

* chore(db): drop skill_member migration 0265 for regeneration on latest staging

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

* feat(db): regenerate skill_member migration as 0266 after staging merge

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

* fix(deps): override zod to 4.3.6 to dedupe nested copies breaking type-check

better-auth 1.6.23 and fumadocs-mdx resolve ^4.3.6 to a nested zod 4.4.3,
which makes @sim/auth's inferred betterAuth types non-portable (TS2883) and
split docs onto a second zod instance. Both ranges accept the repo-wide
pinned 4.3.6, so a single hoisted copy satisfies everything.

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

* fix lint

* feat(skills,tools): fullscreen skill create + shared custom tool editor

Moves the rich-markdown and custom-tool editing surfaces out of modals and
onto full-page surfaces, and collapses the duplicated chrome behind shared
components.

Skills
- Add /skills/new, a full-page create surface mirroring the skill detail page
  (CredentialDetailLayout + DetailSection + unsaved-changes guard). "Add to
  Sim" navigates there instead of opening a modal.
- Import moves to a header action (SkillImportButton) backed by a shared
  readSkillFile helper; the GitHub-URL import and its /api/skills/import route
  are removed.
- Skill name validation is now one shared validateSkillName, replacing three
  copies of the kebab-case rule and its messages.
- The skill editor roster renders through the shared MemberRow instead of
  re-deriving its identity block, with a locked role control and a lock-reason
  tooltip explaining inherited workspace-admin access.

Custom tools
- Extract the canvas modal's schema/code editors into a shared
  custom-tool-editor module (fields, wand generation, schema helpers), cutting
  custom-tool-modal.tsx by ~900 lines.
- Settings > Custom tools gains a full-page detail sub-view (SettingsPanel +
  SettingsSection + saveDiscardActions), deep-linkable via ?custom-tool-id.
  Rows are clickable; delete now lives only in the detail view.
- Replace legacy Button/Input/Badge/Label with the chip family, move chip-field
  chrome into CodeEditor behind an error prop, and delete its dead wand button.

Rich markdown field
- maxHeight is now opt-in: omit it on a page and the editor grows with its
  content so the page owns the only scrollbar. Modals pass explicit caps.
- The field variant drops to font-weight 400 to match adjacent chip fields.

* fix(skills): address review round on create navigation, 409 copy, and editor audit

- Skill create navigated using the first element of the upsert response, but
  that endpoint returns the caller's whole skill list (built-ins prepended) —
  match the new skill by its workspace-unique name instead.
- The suggested-skill 409 toast claimed the skill existed but was not shared
  and told the user to ask a skill admin. Every workspace member can already
  see and use every skill, so a 409 only means the name is taken.
- Adding an editor emitted the skill_shared event and SKILL_MEMBER_ADDED audit
  even when onConflictDoNothing skipped the insert on a concurrent add. Gate
  both on the insert actually returning a row.

* chore: format skills-resolver test import

* fix(skills,tools): audit fixes — autocomplete boundary, resize clipping, error routing

Two real regressions introduced while simplifying the extracted editor:

- The schema-param autocomplete's trigger was rewritten to match a trailing
  identifier, but the completion still split on separators. The two disagreed,
  so typing `data.ci` opened the menu and selecting replaced `data.ci` whole —
  eating the member-access prefix. Both now share one SCHEMA_PARAM_WORD regex.
- The uncapped markdown field measured its height only on value change while
  always setting overflow-hidden, so any width change that re-wrapped lines
  clipped the tail with no scrollbar to reach it. Now re-measures via
  ResizeObserver.

Also from the audit:
- Generation writes bypass the code field's change handler, so an open
  autocomplete stayed over a disabled streaming editor; close it on busy.
- Delete failures rendered in the Schema section's error slot on both custom
  tool surfaces; route them to a toast instead.
- Skill create navigated away while still dirty, stranding the unsaved-changes
  guard's history sentinel so Back landed on an empty create form.
- The Description field on skill create never received its error border.
- Drop a double-applied opacity-50 (the editor already dims when disabled), a
  dead try/catch around a non-throwing call that also shadowed the error prop,
  and a stale reference to a /tools page that does not exist.
- Docs still described the removed GitHub-URL import and the old Add Skill
  dialog; rewrite for the create page and file/paste import.

* feat(tools): read-only tool detail, create lands on the new tool, drop dead wand prompt API

- Viewers without edit rights could not open a custom tool at all, while the
  equivalent skill and custom-block surfaces both offer a read-only view. The
  detail page now takes `readOnly`: editors inert, no Save/Discard/Delete, no
  Generate. Creating still requires edit rights.
- Creating a tool bounced back to the list while creating a skill lands on the
  new skill. Tools now do the same. The upsert returns the workspace's whole
  tool list (newest first) rather than just the new row, so the id is matched
  by title instead of by index — the same trap that produced the skill-create
  navigation bug.
- Remove `openPrompt`/`closePrompt` from useWand. `closePrompt`'s last callers
  went away with the custom-tool-modal extraction and `openPrompt` had none
  before it; nothing reads `isPromptVisible` any more either.

* fix(tools): read-only editors, design-system wrench, skills-matching tool identity

- readOnly never reached the editors: the prop gated actions and Generate but
  the schema and code fields were still typable for viewers without edit rights.
  Wire disabled through both fields into CodeEditor.
- The row icon used lucide's Wrench (strokeWidth 2) where @sim/emcn/icons ships
  one drawn for this system (1.55, tuned viewBox), and it inherited body text
  colour instead of --text-icon. Swap it.
- Give the tool detail page the same identity heading as skill detail: tile,
  name, and description at the top left, instead of only a header title.
- Extract ResourceTile so the skills and tools tiles share one definition
  (SkillTile now composes it), and add an opt-in `iconFilled` to
  SettingsResourceRow so the tools list tile matches the skills gallery. Both
  default to today's behaviour for every existing consumer.

* fix(mentions): use the product's own glyph for every @ mention kind

The `@` menu and the inserted chip mapped kinds to arbitrary lucide icons —
`Sparkles` for a skill, a generic `File` for every file — while the rest of the
product has a settled glyph per resource. Mirror CHAT_CONTEXT_KIND_REGISTRY,
which Chat's `@` menu already renders from:

- skill now uses AgentSkillsIcon, the same glyph SkillTile shows everywhere
- workflow / folder / table / knowledge use the @sim/emcn/icons set the sidebar
  and the chat registry use
- file derives its icon from the filename extension, so a .pdf and a .csv are
  distinguishable, matching the file list and Chat's context chips
- integration keeps the block's brand icon from the registry

Also drop the generic placeholder. `kind` is untrusted — the node schema
defaults it to `''` and a hand-written `sim:` link can carry anything — but an
unrecognized kind now yields no icon instead of a meaningless box, which is what
the chat registry does. The menu already guarded a missing icon; the chip now
does too, so this cannot crash on a malformed link.

* chore(db): drop skill_member migration 0266 for regeneration on latest staging

* feat(db): regenerate skill_member migration as 0267 after staging merge

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-07-23 19:52:00 -07:00
d24bc7eccb feat(agent-stream): thinking and tool streaming (#5671)
* feat(agent-stream): add agent-events thinking/tool streaming for chat and canvas

Ship the agent-events-v1 protocol with provider tool loops, dual-gated chat thinking, DeepSeek/Groq/OpenAI reasoning wiring, and ChatGPT-like thinking chrome.

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

* fix(agent-stream): clear stuck streaming UI and format db snapshot

Biome was failing CI on migrations/meta/0261_snapshot.json. Also settle
assistant streaming/tool flags when SSE ends without a terminal frame,
without clobbering Stop's finalized content.

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

* fix(agent-stream): satisfy biome format and import order

Auto-format the sim package for CI lint:check, and repair the Anthropic
streaming tool-loop payload after an unsafe delete-to-undefined rewrite.

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

* fix(agent-stream): keep drained answer on abort and update migration journal test

Treat AbortError from reader.cancel as a cancelled pump result so soft-complete
retains answerText. Point the workspace storage migration journal assertion at
0261_chat_include_thinking.

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

* fix(chat): keep Stop notice when server emits cancel error

Ignore terminal SSE error frames after the user aborts so
"Client cancelled request" cannot overwrite "Response stopped by user".

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

* improvement(chat): ChatGPT-style thinking shimmer and stick-to-bottom scroll

Add left-to-right shimmer on live thinking label/body, keep scroll working by
shimmering an inner node, and follow the answer only while near the bottom.

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

* fix(agent-stream): stop pump on client disconnect; soft-complete agents only

Abort the agent stream pump when the projected HTTP body is cancelled so
provider work does not continue after disconnect. Limit AbortError soft-success
to Agent blocks so Function/HTTP cancels still fail in logs.

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

* fix(agent-stream): persist includeThinking across pause snapshots

Paused chat runs with Include thinking enabled were dropping the flag when
serializing the pause snapshot, so resume always rebuilt streams without
thinking/tool SSE frames.

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

* fix(agent-stream): keep drained answer text when stream times out

Persist pump answerText onto the streaming execution before throwing on
timeout, and carry that partial content into the failed block output so
logs match what the client already saw.

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

* improvement(chat): auto-collapse tools chrome when tool streaming ends

Match thinking UX: open while tools run, collapse when finished, and keep
the panel open only if the user manually reopens it.

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

* fix(agent-stream): settle canvas stream chrome on failure paths

Clear agentStreamActive and settle running tool chips when blocks error,
timeouts cancel runs, or execution ends without stream:done so the output
panel does not stay on live Thinking/Using tools chrome.

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

* fix(lint): organize imports in terminal console store

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

* fix(agent-stream): mark open tools cancelled on HITL pause

Pause can interrupt a tool loop without tool end events; settling those
chips as success incorrectly showed unfinished tools as complete.

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

* chore(db): drop branch-local 0261 migration ahead of staging merge

* chore(db): regenerate include_thinking migration as 0266 post staging merge

* fix(providers): resolve type errors in streaming tool loop call sites

* fix(agent-stream): gate agent events opt-in and correct provider loop behavior

- streamToolCalls and provider thinking requests now require run-level
  agentEvents opt-in (canvas on, chat dual-gated, API off) so existing
  runs keep pre-agent-events behavior exactly
- OpenAI reasoning summaries opt-in + strip-and-retry on unverified-org 400
- streaming loops run tool postProcess again (firecrawl/exa async results)
- bedrock live loop falls back to silent path for responseFormat
- deepseek: reasoning_content pass-back unconditional, 'none' sends disabled
- groq: x_groq.usage fallback, reasoning params gated, qwen none disables
- gemini: functionCall parts echoed verbatim, local ids only for events
- truncated turns (max_tokens/length) no longer execute partial tool calls
- MAX_TOOL_ITERATIONS exit flushes last turn text as final answer
- iterations reports actual model calls; shared loop plumbing extracted

* refactor(agent-stream): consolidate protocol, dedupe client/server plumbing, hygiene

- canonical ChatStreamFrame union + type guards consumed by server emitters
  and the chat client; stream_error restored to legacy log-only handling
- strip thinking/tool args from providerTiming on public final envelopes
- shared tool-chip lifecycle module for chat, canvas, and console store
- shared sink-to-execution-events forwarder replaces the copy-pasted
  adapter in the execute route and HITL manager; LIVE_ONLY event set shared
- stream:thinking payload field renamed data->text; canvas thinking batched
- abort reasons carried as AbortError DOMExceptions so raw fetch consumers
  classify correctly; thinking cap renamed to chars and scope-documented
- kimi wired for agent events like the other compat providers
- deleted dead exports/step-N comments; fixtures match real wire shapes;
  loop tests use explicit mocks instead of importOriginal

* test(agent-stream): cover the dual-gated execution path and typed abort reasons

- chat route tests assert agentEvents reaches executeWorkflow only when
  policy and protocol header agree
- execution-limits tests assert AbortError-typed reasons
- executor metadata type carries agentEvents

* fix(deploy-modal): align include-thinking spacing with the modal's 6.5px rhythm

* docs(agent-stream): autogenerate per-model thinking/tool stream support on the Agent block page

- capabilities.thinking.streamed ('full' | 'summary' | 'none') on models.ts,
  explicit for the Anthropic family where visibility varies per generation;
  getThinkingStreamVisibility exposes the derivation for docs and UI alike
- scripts/sync-agent-stream-docs.ts regenerates the support tables between
  markers in workflows/blocks/agent.mdx from the model registry and
  STREAMING_TOOL_CALL_PROVIDERS; --check fails on drift or missing metadata
- wired agent-stream-docs:check into CI next to the other sync gates

* feat(anthropic): request summarized thinking display for omitted-default Claude models

The newest Claude generations (Fable 5, Sonnet 5, Opus 4.8/4.7) default
thinking.display to omitted — empty thinking blocks, no deltas. On
agent-events runs Sim now opts back in with display: 'summarized', driven
by the registry's streamed metadata; legacy runs keep the exact
pre-agent-events request shape. Registry, generated docs, and the family
capability table updated accordingly.

* docs(skills): cover thinking.streamed and agent-stream docs sync in model skills

* chore(deps): upgrade @anthropic-ai/sdk to 0.114.0 and adopt official types

- adaptive thinking, display, and output_config are now SDK-typed; the only
  remaining custom payload field is output_format (beta-header structured
  outputs, which the SDK models as output_config.format instead)
- anthropic stream events narrow on the SDK's discriminated unions instead
  of anonymous casts; compat deltas type content/tool_calls from the OpenAI
  SDK with vendor reasoning fields as an explicit optional extension
- @sim/auth exposes an explicit VerifyAuth contract so its declarations no
  longer reference better-auth's nested zod instance (TS2883 under fresh
  install layouts); realtime consumer aligned
- docs app zod pinned to the repo's exact 4.3.6 so ai SDK types bind the
  same zod instance (docs type-check was latently broken)
- knowledge embedding tests made hermetic against local .env keys and
  hosted rotation fallback

* refactor(providers): replace legacy as-any stream casts with annotated typed casts

* refactor(providers): finish provider audit — remove dead byte-stream helper, annotate remaining legacy casts

Audit of all 26 providers for the agent-events feature confirmed every
streaming execution declares agent-events-v1 and every adapter emits
AgentStreamEvent objects. Cleanup from the audit: the unconsumed legacy
createOpenAICompatibleStream byte helper is deleted, and the remaining
streamResponse-as-any casts (xai, nvidia, kimi, meta, zai, sakana) are
annotated typed casts matching the groq/deepseek fix.

* feat(streaming): stream answer text live during tool loops via turn_end protocol

The live tool loops buffered all answer text per model turn (classification
of intermediate vs final is only known at turn end), so gated surfaces saw
thinking stream, then dead air with the thinking chrome stuck open, then the
whole answer at once.

Loops now emit text deltas live as `turn: 'pending'` plus a `turn_end`
event per turn. The pump buffers pending text and projects it to the byte
path (answerText/logs/memory/legacy clients) only on a final turn_end, so
all settled semantics are unchanged. Gated surfaces render the pending text
as it streams and reconcile with a reset when a turn resolves to tools:

- public chat: live `chunk` frames from the sink + dual-gated `chunk_reset`;
  byte-path frame emission is suppressed to avoid duplicates (kept for
  response-format transformed streams via clientStreamTransformed)
- canvas: forwarder emits live `stream:chunk` + `stream:chunk_reset`; the
  execute route and HITL resume readers stop re-emitting byte chunks; panel
  chat tracks per-block segments and replaces content on flush
- chat client: per-block text segments, chunk_reset handling, and thinking
  chrome now settles on tool start as well as first answer chunk

* fix(streaming): address validated review findings across provider gating and reset reconciliation

Three-reviewer pass over the branch, findings validated against staging:

- agent-handler forwards agentEvents to executeProviderRequest — the flag was
  computed but dropped in the field-by-field copy, so provider-side thinking
  requests (OpenAI summaries, Gemini includeThoughts, Anthropic summarized
  display) never activated on opted-in runs
- openai: restore summary:'auto' alongside explicit reasoning effort — staging
  always paired them; gating summary purely on agentEvents changed legacy
  payloads
- gemini: Gemini 2 + tools + responseFormat falls back to the silent path;
  the live loop never applied the deferred responseSchema for AUTO tools
- openai-compat loop: malformed tool-argument JSON fails the call instead of
  executing with defaulted {} args (staging parsed inside the execution try)
- openai-compat parser: a vendor id arriving after a synthesized start no
  longer renames the call (start/end ids stayed consistent)
- stream-pump: abort closes the byte projection so a drain blocked on
  backpressure cannot deadlock teardown
- chunk_reset removes the block from the client text order (deployed chat +
  panel chat) so a reset block re-registers at arrival position — fixes
  separator/order corruption when parallel blocks stream around a reset
- resume route echoes the negotiated X-Sim-Stream-Protocol response header
  (parity with the chat route); docs: [DONE] wire shape + final-vs-error
  terminal semantics corrected

* chore(deps): exempt pinned @anthropic-ai/sdk 0.114.0 from the release-age gate

CI's bun install --frozen-lockfile blocks 0.114.0 (published 2026-07-23,
younger than the 7-day supply-chain gate). The pin is exact and was vetted
for the agent-events streaming work; following the existing bunfig pattern,
the exclusion ages out on 2026-07-30 and should be dropped then.

* chore(providers): fix double-cast-allowed annotation placement for the strict boundary audit

The audit only recognizes the annotation on the line directly above the cast;
two annotations had drifted behind intervening code lines (groq stream params,
deepseek loop messages) and the OpenAI reasoning-summary widening cast was
never annotated. No behavior change.

* fix(chat): settle straggler tool chips as error when final reports failure

A failed run can still terminate with a `final` frame carrying success: false;
running chips previously settled green regardless of the outcome.

* fix(canvas): wire agent stream chrome into run-from-block

Run-from-block executions emit the same live stream:thinking/stream:tool
events as full runs but registered none of the handlers, so the terminal
never showed thinking or tool chips on that path. The per-run chrome
(batched thinking writes + tool chip lifecycle + settlement on stream done,
block error, and every terminal execution state) is extracted into a shared
createAgentStreamChrome factory consumed by both paths.

---------

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>
2026-07-23 19:39:03 -07:00
Waleed d48722a04e fix(helm): correct chart docs, examples, and dead config across the board (#5907)
* fix(helm): correct chart docs, examples, and dead config across the board

Audit-driven accuracy pass over the chart's entire documentation surface,
verified by rendering every example against the templates:

- migrations run as an init container on the app pod, not a Job — fix the
  README component list, troubleshooting commands, and sim-helm skill refs;
  drop the dead migrations-job NetworkPolicy ingress rule
- referenced-but-never-created resources: document the GKE ManagedCertificate
  creation (values-gcp), comment out the key-file Secret mount that stuck all
  pods in ContainerCreating (values-gcp), enable certManager for the postgres
  TLS issuerRef (values-production), add the cert-manager cluster-issuer
  annotation nginx needs (values-azure)
- values-external-db: networkPolicy.egress is a list, not a map (the map
  rendered an invalid manifest); fill schema-failing placeholder host/username
- realtime >1 replica requires REDIS_URL (Socket.IO Redis adapter) — default
  examples to 1 replica with the scaling note, and warn where autoscaling
  HPAs override replicaCount
- pod anti-affinity selectors matched nothing (simstudio vs sim name label)
- kubernetes.mdx: install commands were missing required CRON_SECRET and
  postgresql password (failed at template time), wrong deployment name in
  port-forward, stale version requirements, unsupported key-remapping claim
- remove unimplemented app.secrets.existingSecret.keys from values + schema;
  fix README PDB default, cronjob list, /metrics caveat, NOTES secret count,
  Azure-only StorageClass in generic examples, dead SOCKET_SERVER_URL and
  GOOGLE_CLOUD_* env, ESO apiVersion mismatch, and skill-reference drift
- bump chart to 1.0.1

* fix(helm): review round 1 — scoped example egress, in-tab secret note, copilot Job wording

- external-db example egress scopes to a placeholder database CIDR instead of
  to: [] (which allowed every destination on 5432, defeating the isolation
  the example teaches)
- kubernetes.mdx cloud tabs state explicitly that they reuse the variables
  generated in the Installation block
- Copilot migrations really do run as a Helm-hook Job — restore Job wording
  there (only the app migrations are an init container)

* fix(helm): template-sweep fixes — telemetry validity, ESO rollout checksums, dead passwordKey knob

- telemetry: memory_limiter gets the required check_interval (collector
  failed startup validation whenever telemetry.enabled=true); the jaeger
  exporter was removed from collector-contrib in v0.86 — export to Jaeger
  via its native OTLP endpoint instead (otlp/jaeger, default port 4317)
- app/realtime rollout checksums now hash the ExternalSecret manifest too,
  mirroring the copilot pattern — with ESO enabled the inline Secret renders
  empty, so remoteRefs changes never rolled the pods
- remove the unimplemented existingSecret.passwordKey knob (values, schema,
  README, dead helpers): nothing consumed it, and a non-default value
  silently produced a DATABASE_URL with an unexpandable placeholder; secrets
  must use the standard POSTGRES_PASSWORD / EXTERNAL_DB_PASSWORD keys
- drop the orphaned sim.migrations.labels helper (its only consumer was the
  dead NetworkPolicy rule removed earlier)
- helm test pod image resolves through sim.image so global.imageRegistry
  mirroring applies; NetworkPolicy realtime-ingress comment reflects actual
  traffic direction; smoke unittest suite loads the newly referenced
  external-secret template

* chore(helm): bump chart to 1.1.0 with upgrade notes

Removing (inert) documented values keys and changing the rollout-checksum
inputs is a values-surface change — per SemVer chart conventions that is
more than a patch. Adds an Upgrading section documenting the one-time pod
roll, the removed no-op keys, and the Jaeger-over-OTLP change.

* fix(helm): review round — external-db NP opt-in with real-CIDR-first flow, prod Jaeger OTLP endpoint

- external-db example ships networkPolicy disabled so a verbatim install
  always reaches the database; the scoped egress rule stays as the documented
  opt-in (set your CIDR first, then enable)
- values-production still pointed telemetry.jaeger at the legacy 14250
  collector port — now Jaeger's OTLP gRPC endpoint to match the otlp/jaeger
  exporter

* feat(helm): autoscaling.realtime.enabled toggle so examples can scale the app without unsafe realtime replicas

Cursor correctly flagged that comment-level warnings didn't stop a verbatim
production/external-db install from running the realtime HPA at minReplicas 2
without REDIS_URL (silent cross-pod event loss). Adds an opt-out toggle
(default true — existing deployments unchanged): the realtime HPA renders only
when autoscaling.realtime.enabled, and the realtime Deployment keeps
spec.replicas under its control when the HPA is excluded. The three
autoscaling examples set it false with the Redis rationale; README and
upgrade notes document the toggle.

* fix(helm): review round — whitelabeled realtime HPA opt-out, external-db isolation on with required CIDR in install flow

- values-whitelabeled now actually sets autoscaling.realtime.enabled: false
  (the earlier batch aborted before reaching this file — Cursor caught it)
- external-db keeps networkPolicy enabled (no isolation regression); the DB
  egress CIDR is marked REQUIRED and wired into both documented install
  commands via --set, so the copy-paste flow sets the real subnet in the same
  breath as the DB host

* fix(helm): use a syntactically valid example CIDR in the external-db install commands

An unreplaced <YOUR_DB_CIDR> literal fails Kubernetes CIDR validation and
aborts the install; every sibling placeholder in the same command (host,
username) installs fine and simply doesn't connect until replaced. The CIDR
now behaves the same way: valid example value (10.20.0.0/24), explicitly
marked as the operator's database subnet in both commands and the values
comment.

* fix(helm): remove text after continuation backslashes in external-db install commands

A trailing comment after the line-continuation backslash (and equally a
comment line spliced mid-command) breaks the shell command when copied —
the remaining --set overrides run as separate commands and required-value
validation fails. Both documented commands now reconstruct to bash-clean
multi-line invocations (verified with bash -n); the CIDR guidance lives in
the networkPolicy section comment.

* fix(docs): cloud-tab installs are alternatives via helm upgrade --install

Following Installation and then a cloud tab ran helm install twice for the
same release and failed on the second. The tabs now state they replace the
generic install and use helm upgrade --install, which is idempotent and also
converts an existing generic install to the cloud values.

* fix(docs): honest conversion caveat for cloud-tab upgrades over an existing install

The cloud values rename the bundled Postgres database to simstudio, which
Postgres only applies at first initialization — an in-place conversion of a
generic install would point DATABASE_URL at a nonexistent database. Document
the two safe paths: keep the original name via --set, or uninstall + delete
PVCs and install fresh.

* fix(helm): external-db header install command declares its secrets and includes CRON_SECRET

The primary documented command failed the chart's required-value validation
(missing app.env.CRON_SECRET with cronjobs default-on) and referenced an
undeclared DB_PASSWORD. It now shows the export lines for every variable it
uses and sets CRON_SECRET; both commands verified with bash -n.

* chore(helm): restore values.schema.json formatting — surgical deletions only

The earlier programmatic edit reformatted the whole file (~390 lines of
whitespace churn hiding the 12 real deleted lines). Re-applied the removal
of the dead keys/passwordKey properties as text-level deletions preserving
the original style.

* fix(helm+docs): explicit secret exports in external-db header; conversion must reuse original secrets

- all five export lines are written out (three were only named in a trailing
  comment, so a verbatim copy passed empty required values)
- the cloud-conversion caveat now leads with reusing the original secret
  values (helm get values) — a regenerated ENCRYPTION_KEY makes previously
  encrypted credentials undecryptable
2026-07-23 18:28:11 -07:00
Vikhyath Mondreti e737901b0b chore(blocks): rename webhook block (#5900) 2026-07-23 14:14:16 -07:00
Waleed 78fb2c0679 chore(deps): bump next to 16.2.11 to clear security advisories (#5890)
* chore(deps): bump next to 16.2.11 to clear security advisories

Patches SSRF, cache confusion, DoS, and middleware-bypass advisories
(GHSA-89xv-2m56-2m9x et al.) affecting next < 16.2.11 across apps/sim,
apps/docs, and packages/emcn. Excludes next/@next/env from the
minimum-release-age gate until the 7-day window elapses on 2026-07-28.

* chore(deps): drop aged-out typescript entries from release-age excludes

typescript and @typescript/typescript6 passed the 7-day minimum-release-age
gate (aged out 2026-07-15 and 2026-07-13), so their exclusions are no longer
needed. Keeps @typescript/native-preview (permanent nightly builds) and the
Pi packages (age out 2026-07-24).
2026-07-23 10:47:07 -07:00
Waleed 874e742a47 fix(connectors): purge archived/deleted source items in KB connectors (#5880)
* fix(confluence): exclude archived pages from KB connector listings so reconciliation purges them

* fix(connectors): purge archived/deleted source items across seven more KB connectors

The sync engine only purges a knowledge-base document when its source item is
absent from a full-sync listing, so any connector that keeps listing
archived/trashed/canceled items never drops them. An audit of all 51 connectors
found seven with this bug:

- asana: list only non-archived projects (the API returns both when `archived`
  is omitted), so tasks under archived projects stop being re-listed
- google-sheets: skip a spreadsheet Drive reports as trashed, which stays
  readable by id for 30 days before the Sheets call starts 404ing
- incidentio: exclude canceled incidents by default (cancelling is incident.io's
  documented stand-in for deletion), with an explicit opt-in to sync them
- outlook: exclude Deleted Items from the all-mail listing, which Graph
  otherwise includes
- servicenow: drop retired knowledge articles, which the Table API returns with
  no implicit state filter
- webflow: drop archived CMS items, which the staged items endpoint always
  returns and offers no way to filter
- youtube: drop playlist entries whose video was deleted or made private, which
  the API keeps returning as placeholder items

Every exclusion keys off an explicit non-current signal and fails open on a
missing field or a failed metadata read, since wrongly excluding a live item
would hard-delete it. Explicit user filter selections are still honoured
verbatim; the new defaults apply only when nothing is configured.

Also flag truncated listings as capped in asana, outlook, and servicenow. All
three silently cut a listing short at their configured item cap without setting
`syncContext.listingCapped`, so reconciliation read the untraversed tail as
deleted at the source and hard-deleted it.

* fix(asana): honour the pinned-project exception on the task rehydrate path

listDocuments deliberately keeps syncing a project the user pinned via the
`project` config field even once it is archived, but getDocument ignored
sourceConfig and applied the all-parents-archived exclusion unconditionally.
For a pinned archived project the listing kept emitting its tasks while every
hydration returned null, so new tasks were dropped as empty and already-indexed
ones were frozen at their last content.

isTaskUnderActiveProject now takes the pinned project gid and keeps any task
reachable through it, matching the listing exactly. The unpinned path is
unchanged and still fails open on missing/non-boolean archived values.

* fix(connectors): key removal on explicit source signals, never on absence

Follow-up to the connector purge fixes, from an independent audit.

YouTube inferred deletion from absence: a playlist entry whose id was missing
from a `videos.list` response was dropped, so a well-formed 200 that returned 49
of 50 requested ids hard-deleted the 50th. Playlist items instead carry a
documented `status.privacyStatus`, available as a free part on a call the
connector already makes, so the extra `videos.list` request is gone along with
its quota-failure and pagination-wedge risks. An item is now excluded only on an
explicit `private`; missing, empty, or unrecognized values keep it.

ServiceNow read every record through a guard requiring a string `sys_id`, but
the listing requests `sysparm_display_value=all`, under which every field —
`sys_id` included — comes back as `{display_value, value}`. The guard rejected
every record, so the retired-article filter was unreachable and the sys_id
object would have leaked into `externalId` and `title` had it not been. Records
are now read through the existing `rawValue` normalizer, which accepts both wire
shapes, and the fixtures use the shape the API actually returns.

Also: resolve the ServiceNow cap ambiguity with `X-Total-Count` so a table that
ends exactly on a page boundary is not read as truncated; stop the Google Sheets
comment claiming a purge the engine's zero-document guard prevents; and assert
the Outlook junk-mail invariant instead of comparing a constant to itself.

Document the behavior change: content archived, retired, or trashed at the
source is now removed from the knowledge base, and restoring it re-ingests it.
2026-07-22 22:34:48 -07:00
Waleed 2b5a92a3c8 feat(auth): org session policies — lifetime/idle limits, org-wide revocation (#5862)
* feat(auth): org session policies — lifetime/idle limits, org-wide revocation, cookie-cache versioning

* refactor(auth): consolidate session-policy clamp semantics, shared security-policy version module, canonical bounds, docs

* polish(session-policy): cleanup pass — muted field labels, spinner reset, state tracker, response-seeded baseline, comment trims

* fix(session-policy): govern member sessions by membership (closes revoke cookie-cache hole), normalize createdAt, remount on org switch, sync audit mock

* fix(session-policy): clamp pre-join sessions on invite acceptance, normalize expiresAt, sync unified nav test

* fix(session-policy): invalidate membership cache on removal/transfer, spare impersonator sessions in revoke-all, raise idle floor to 2x cookie window

* fix(session-policy): resolve governing org by membership only — activeOrganizationId goes stale across transfer/leave

* fix(session-policy): atomic policy save + eager clamp, asymmetric membership TTL, admin-add cache invalidation

* fix(session-policy): org-scoped cookie version string, atomic revoke delete+bump

* fix(session-policy): plan-gate effective policy so downgraded orgs stop enforcing automatically

* chore(session-policy): drop dead bumpSecurityPolicyVersion helper — call sites bump transactionally

* fix(session-policy): unify join paths on applySessionPolicyToNewMember; final audit polish (dead exports, response bound, test name)
2026-07-22 16:42:59 -07:00
WaleedandMarcus Chandra 8cce661a37 feat(api): proxyUrl for residential/custom proxy egress on the API block (#5867)
* feat(api): add proxyUrl for residential/custom proxy egress on the API block

The HTTP/API block egresses from the app runtime's fixed datacenter IPs via
secureFetchWithPinnedIP, so targets behind Cloudflare/WAF that block datacenter
IPs (e.g. state .gov license portals) return 403/429 even when the identical
request works from a browser. There was no way to route a request through a
residential/custom proxy.

Add an optional `proxyUrl` field (Advanced) to the API block. When set, the
request routes through the given http:// proxy so it egresses from that proxy's
IP.

Security:
- validateAndPinProxyUrl resolves the proxy host's DNS and blocks
  private/reserved/loopback IPs (same SSRF guard as target URLs), then pins the
  connection by rewriting the host to the resolved IP (creds/port preserved),
  closing the DNS-rebinding window.
- Restricted to the http: proxy scheme (https/socks rejected) so host pinning is
  safe without breaking TLS-to-proxy SNI.
- Target-IP pinning is intentionally bypassed when a proxy is active (the proxy
  resolves the target); target URL validation still runs.

Threaded block field -> http tool param -> formatRequestParams ->
executeToolRequest (validate + pin) -> secureFetchWithPinnedIP, which swaps its
pinned Node agent for HttpsProxyAgent/HttpProxyAgent (keyed off target protocol)
when proxyUrl is set.

* docs(api): document the Proxy URL advanced field and steer proxy credentials to env vars

* fix(api): reject loopback/private proxy hosts unconditionally, closing the self-hosted rebinding gap

* chore(api): tighten proxy-path inline comments

---------

Co-authored-by: Marcus Chandra <mzxchandra@gmail.com>
2026-07-22 16:24:31 -07:00
Theodore Li e3f9deb65e fix(slack): allow empty status to clear the assistant status indicator (#5827) 2026-07-21 20:25:04 -04:00
2c4d2091b8 feat(pi): add code review mode (#5577)
* feat(pi): add Cloud Code Review mode and rename Cloud to Cloud PR

Introduce a third Pi mode that reviews an existing GitHub PR in an E2B sandbox and posts a structured review with optional inline comments. Keep the stored cloud id for backward compatibility, extend github_create_pr_review for inline comments, and harden review submission against stale SHAs and invalid comment payloads.

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

* chore(pi): cleanup code

* address comments

* address mor

* address comments

* update

---------

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>
2026-07-20 16:25:40 -07:00
Waleed 5eafa86992 feat(email): native Gmail API mail provider for GCP self-hosting (#5736)
* feat(email): native Gmail API mail provider for GCP self-hosting

Adds Gmail as a fifth transactional mail provider (Resend → SES → SMTP →
ACS → Gmail). GCP has no first-party SES/ACS equivalent, so the native
Google path is the Gmail API: a service account with domain-wide
delegation impersonates a Workspace sender (GMAIL_SENDER) and posts the
raw RFC 822 message (built via nodemailer's MailComposer — full parity
incl. attachments, replyTo, unsubscribe headers) to the media-upload
messages.send endpoint. The Workspace SMTP relay alternative is
documented against the existing SMTP provider.

* fix(email): review round 1 + audit hardening for Gmail provider

- a 2xx from Gmail with an empty/malformed body no longer surfaces as a send
  failure (the mailer's fallback chain would deliver the same email twice);
  covered by a regression test
- normalize bare-LF line endings in html/text bodies to CRLF (RFC 822) before
  composing the raw message
- add multi-recipient and text-only test cases
2026-07-17 12:55:21 -07:00
Waleed f6bb8e6d3e feat(storage): native Google Cloud Storage support for self-hosting (#5728)
* feat(storage): native Google Cloud Storage support for self-hosting

Adds GCS as a third object-storage backend with full parity with S3 and
Azure Blob: uploads, streaming downloads, deletes, head, V4 signed URLs
(single + batch), and browser/server multipart uploads via the GCS XML
API. Selection precedence is Azure Blob > S3 > GCS > local disk.

- new provider client at lib/uploads/providers/gcs (cached singleton,
  ADC/Workload Identity or inline GCS_CREDENTIALS_JSON auth)
- per-context GCS_*_BUCKET_NAME config wired through getStorageConfig
- shared getServeStoragePrefix() replaces hardcoded blob/s3 serve paths
- docs (object-storage, environment-variables), .env.example, helm
  values.yaml + values-gcp.yaml storage section

* fix(storage): review round 1 — GCS per-context bucket fallback + ETag quote normalization

- getGcsConfig falls back to the general bucket for every context (GCS bucket
  names are globally unique, so the S3-style sim-execution-files literal default
  would point at an unowned bucket; empty per-context buckets previously made
  uploads and downloads disagree)
- completeGcsMultipartUpload restores quotes on ETags stripped by the shared
  browser upload client before building the completion XML
- docs/.env.example/helm updated for the fallback behavior

* fix(storage): review round 2 — route chat authz and execution-URL detection through getStorageConfig

- getChatStorageConfig delegates to getStorageConfig('chat') (identical for
  S3/Azure, picks up the GCS general-bucket fallback instead of reading the
  raw chat config and rejecting valid chat files)
- parse route resolves the execution bucket via getStorageConfig('execution')
  for all providers, so GCS execution files in the fallback bucket are still
  recognized as our own objects

* fix(storage): validation pass — gcs serve-prefix parity in key parsers + CORS doc fix

- extractStorageKey, extractFilename, and extractEmbeddedFileRef now strip the
  gcs/ serve prefix like s3/ and blob/, so direct-uploaded files on GCS parse,
  delete, download, and embed correctly (previously only the serve route knew
  the prefix)
- file-download storageProvider union includes 'gcs'
- completeGcsMultipartUpload defensively rejects a 200 response carrying an
  XML error document
- docs: CORS example lists concrete x-goog-meta-* header names (GCS matches
  responseHeader entries exactly; wildcards are only supported for origin)
2026-07-17 00:15:14 -07:00
Vikhyath Mondreti 86e6e1d26c feat(forking): excluded workflows (#5727)
* feat(forking): excluded workflows

* improve sync preview
2026-07-16 20:23:26 -07:00
Theodore Li 1da346b703 feat(triggers): service-account credentials in the hubspot trigger + token-SA name-collision 409 (#5693) 2026-07-16 19:11:57 -04:00
8adeaab8a5 feat(gitlab): access, membership, and user-admin operations (#5710)
* feat(gitlab): add access, membership, and user-admin tools

Adds member, invitation, access-request, SAML group link, and user
administration tools to the GitLab integration. Resource-scoped ops work
against projects or groups; user-admin ops require an admin token. All tools
reuse the existing host/SSRF guard via getGitLabApiBase and add a shared
getGitLabResourcePath helper.

* feat(gitlab): wire access operations into the GitLab block

Adds the new operations to the block dropdown and tools access list, with a
named access-level dropdown (enum in, integer out), first-class expires_at,
a /members/all default (direct-only opt-in), resource-type selector, and
member_role_id passthrough.

* test(gitlab): cover access operations

Covers the access_level enum-to-integer coercion, the /members/all default vs
direct-only, the 409-duplicate-add soft success, invitation per-email error
handling, user-status-action response parsing, and getGitLabResourcePath.

* docs(gitlab): document access and membership operations

* Update apps/sim/blocks/blocks/gitlab.ts

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* fix(gitlab): address review findings

- update_user now sends admin:false so the Administrator switch can demote
  (an untouched switch stays undefined and leaves the flag unchanged)
- expose the access-level dropdown for Update Invitation
- normalize comma-separated invite emails so spaced multi-email input works

* fix(gitlab): make update-invitation access level optional

Update Invitation now uses a dedicated dropdown that defaults to 'Leave
unchanged', so updating only the expiration no longer silently resets the
invitation's access level to Developer. The level is sent only when explicitly
chosen.

* fix(gitlab): validation pass — SAML provider param, member/invitation query filter, moderation user guard, registry order

* fix(gitlab): apply 10-agent validation findings across all 62 tools

- MR draft flag now applied via Draft: title prefix (GitLab has no draft body param)
- update_user only sends admin when a real boolean (untouched switch serialized null and could demote admins)
- add_member 409 soft-success now verified against the conflict body
- auto_merge sent alongside deprecated merge_when_pipeline_succeeds
- job log capped at 200k chars, file content at 1M chars, with truncated outputs
- MR diffs signal hasMore beyond 100 files
- wire dropped params: update_issue milestoneId, MR milestone/squash/removeSourceBranch, pipelines ref, tree ref, branches search, commits since/until/path/author, update_file lastCommitId, jobs includeRetried, create_user forceRandomPassword
- complete pipeline/job status enums, access-level enums, widen stale type unions
- guards: update_invitation requires a change; create_user requires a password strategy
- fix double-encoding trap in path descriptions; doc-accuracy touch-ups

* fix(gitlab): review round 1 — dedicated no-default access level for update member, expiration clearing via explicit empty string

* fix(gitlab): explicit Clear Expiration toggle for update member/invitation

* feat(gitlab): expose full documented API surface across tools and block

- membership: add-by-username, remove-member cleanup flags, list-member filters (user_ids/state/seat info), invite_source
- listings: search/visibility/owned/membership, assignee/milestone filters, source/target branch filters, per-domain order-by + sort direction
- CI: pipeline variables + spec:inputs, manual-job variables
- repo: commit authoring (start branch, author, execute flag), release tag message + asset links, cross-fork compare + unidiff, internal notes
- catalog: access-governance template + member-provisioning and access-request-audit skills
- hardening from 3-agent validation: declared release params, tolerate single-object asset links, NaN guard on assignee filter, null/scalar JSON rejection

* fix(gitlab): tri-state controls for update-op booleans (executable flag, MR squash/remove-source-branch)

---------

Co-authored-by: Marcus Chandra <mzxchandra@gmail.com>
Co-authored-by: mzxchandra <129460234+mzxchandra@users.noreply.github.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
2026-07-16 12:00:12 -07:00
Waleed 68c4f28b77 feat(clickup): webhook triggers, hierarchy selectors, and Docs knowledge-base connector (#5708)
* feat(clickup): webhook triggers with auto-managed subscriptions + hierarchy selectors

* feat(clickup): KB connector (Docs v3), selector-route hardening, subblock migrations, registry-check regex fix

* test(clickup): webhook provider handler tests + redact create-response secret in error logs

* fix(clickup-connector): trim final page to maxDocs cap with precise listingCapped semantics

* chore(clickup): lint formatting

* fix(clickup): restore list-op location requiredness, split listSpaceId migration target, surface failed webhook rollback

* fix(clickup): clickup.lists selector accepts listSpaceId context like clickup.folders

* fix(clickup): integer-only maxDocs and location filters, depth-aware doc headings, most-specific-location hints
2026-07-16 10:17:02 -07:00
Waleed ff1d061897 feat(tools): Rocketlane integration — 64 tools across projects, tasks, phases, fields, time tracking, spaces, and invoices (#5709)
* feat(rocketlane): Rocketlane integration — 64 tools across projects, tasks, phases, fields, time tracking, spaces, and invoices

* fix(rocketlane): allow clearing optional fields on update, require a user reference for time-off and placeholder assignment

* chore(rocketlane): trigger fresh review round

* fix(rocketlane): require an owner reference when creating a project, matching the API contract
2026-07-16 10:10:19 -07:00
Waleed d7f0a110fb feat(credentials): client-credentials service accounts — Zoom, Box, Salesforce + Pipedrive API tokens (#5690)
Second service-account kind (follow-up to #5682): client-credential pairs
(client ID + secret + org identifier) that mint short-lived tokens at
execution — in-memory cache with ciphertext-fingerprint validation
(rotation-correct across instances), single-flight coalescing, 30s failure
memo, no refresh-token storage.

- Zoom Server-to-Server OAuth, Box Client Credentials Grant, and Salesforce
  client-credentials (integration user) are the first minters; Salesforce's
  live instance_url rides the existing instanceUrl plumbing so all 40 tools
  work unchanged
- Pipedrive lands as a token-paste provider with explicit authStyle
  threading: descriptor declares x-api-token, one shared header helper drives
  all 18 tools + both selector routes, OAuth Bearer behavior untouched
- SSRF-allowlisted Salesforce My Domain host (production/sandbox/developer
  partitioned domains); ENOTFOUND maps to site_not_found, EAI_AGAIN stays
  provider_unavailable; 408/429 from token endpoints never blamed on creds
- Create route forwards clientId/clientSecret/orgId to the builder, pinned by
  a route-level regression test
- Zoom user-scoped tools document that server-to-server tokens don't support
  'me'
- 4 setup-guide docs pages verified against current vendor flows (incl.
  Salesforce External Client Apps — the classic Connected App wizard is
  disabled by default since Spring '26); integrations sidebar gains a Service
  Accounts & API Keys section
2026-07-16 00:41:50 -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
e2ea49ea7e feat(instagram): add Instagram integration (#5568)
* feat(instagram): add Instagram Login OAuth, tools, and block

* feat(instagram): add Gmail-style media uploads for publish ops

Resolve UserFiles to Meta-fetchable presigned HTTPS URLs (600s TTL) via
internal publish routes, and fix OAuth scope storage plus connect-draft
wiring so Instagram Login publishing is testable end-to-end.

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

* refactor(instagram): simplify messaging tools to direct requests, clean up types

* fix(instagram): parallelize carousel child polling, enforce 2-10 items, extend poll window and insights periods, use canonical user_id in OAuth callback

* fix(instagram): resolve user id from user_id only, accept numeric user_id

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

* fix(instagram): use form/query params for publish and comment endpoints, request message timestamps explicitly

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

* fix(instagram): normalize Graph ID outputs to strings so downstream .trim() calls are safe

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

* style(instagram): use brand gradient tile for the block icon

Match the official Instagram look by filling the tile with the orange–pink–purple radial gradient so the white camera glyph sits on a full-bleed brand background.

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

* fix(instagram): tighten publish defaults and cloud-storage upload UX

Default Reel share-to-feed to Yes, drop unused media fields params, share publish transform helpers, and warn when cloud storage is missing for Meta-fetchable uploads.

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

* fix(instagram): fail closed when cloud storage status is unknown

Treat loading/error as blocked for requiresCloudStorage uploads, show the warning once the check finishes, and disable selecting local workspace files Meta cannot fetch.

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

* fix(instagram): proactively refresh long-lived tokens before expiry

Meta only allows refreshing still-valid Instagram tokens, so refresh within 14 days of expiry (after the 24h age gate) instead of waiting until after accessTokenExpiresAt.

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

* fix(oauth): restore TikTok clientIdParamName JSDoc after merge

The staging merge dropped the opening /** on ProviderAuthConfig.clientIdParamName, which broke TypeScript parse in CI.

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

* fix(api): Zod-contract storage-status and ratchet validation baseline

Wire /api/files/storage-status through a shared route contract so the
strict API validation audit stays at zero non-Zod routes after the new
Instagram cloud-storage check.

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

* fix(instagram): match Gmail advanced media placeholders

Drop public-URL paste hints from advanced fields and the cloud-storage banner so the UI mirrors Gmail attachments.

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

* code review + hide from toolbar

* address comments

* fix(instagram): drop hidden Instagram from OAuth catalog pin test

Instagram is hideFromToolbar so it is excluded from integrations.json;
the pinned slug map must not expect it until the block is visible again.

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

* fix(instagram): validate client ID before creating connect draft

Avoid orphan pending credential drafts when INSTAGRAM_CLIENT_ID is missing,
matching the Shopify authorize ordering.

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>
2026-07-15 11:33:45 -07:00
Waleed 00a2f26fe5 feat(credentials): token-paste service accounts for 12 providers (#5682)
* feat(credentials): token-paste service accounts for 12 providers (HubSpot, Airtable, Notion, Asana, Attio, Linear, monday, Shopify, Webflow, Trello, Cal.com, Wealthbox)

* refactor(credentials): registry-dispatch service accounts + doc-verified validator hardening

- Migrate Google/Atlassian/Slack service-account branches to the same
  registry pattern as token-paste providers (builder + resolver maps,
  unified required-fields contract validation)
- Fix Shopify service-account store domain never reaching tool URL builders
- Linear: rate-limit 400s no longer mislabeled as invalid credentials;
  validation header matches runtime header rule
- Trello: server API key rejection no longer blamed on customer token
- Fleet-wide: network errors and non-JSON provider bodies map to
  provider_unavailable via shared fetchProvider/parseProviderJson
- HubSpot: drop regional-host displayName upgrade; Wealthbox: explicit 402;
  monday: provider-side GraphQL errors mapped correctly; Attio: null-body guard

* polish(credentials): ship-gate fixes, setup-guide docs, and lint pass for token service accounts

- 12 setup-guide docs pages (docs.sim.ai/integrations/<provider>-service-account)
  incl. the Trello authorize-link flow the integration depends on
- Attio: HTTP 400 on /v2/self maps to invalid_credentials (live-verified)
- monday: scan all GraphQL errors for provider-side codes; no empty audit ids
- Compile-time descriptor/validator lockstep (typed registry) and
  prototype-safe provider-id guard (Object.hasOwn)
- Shared errors.test.ts pinning fetchProvider/parseProviderJson/
  throwForProviderResponse guarantees for all validators
- Stale TSDoc updated after the registry migration; biome organizeImports pass

* docs(credentials): vendor-doc accuracy pass on service-account setup guides

34 corrections from a 12-agent audit against live official vendor docs:
current HubSpot Development-area nav, Notion connections rename, monday
Developer Center paths, Shopify legacy-vs-Dev-Dashboard token flows, and
hedged wording for claims vendors do not document (expiry, limits)

* improvement(credentials): vendor-accurate credential nouns on connect surfaces

'Add service account' only where the vendor actually has service accounts
(Google, Atlassian); token-paste providers now use their own vocabulary via a
connectNoun descriptor field — 'Add private app token' (HubSpot), 'Add API key'
(Attio/Linear/Cal.com), 'Add personal access token' (Airtable), etc. Docs page
titles updated to match; slugs and internal provider ids unchanged

* fix(credentials): classify auth-shaped Shopify GraphQL errors as invalid credentials

Shopify can reject invalid or revoked shpat_ tokens with HTTP 200 and a
GraphQL error body instead of a 401; those now map to invalid_credentials
instead of a provider-outage message

* fix(credentials): empirically-grounded HubSpot token verification

Live probing showed the documented access-token-info route returns a bare
404 for unrecognized tokens (ambiguous with a missing route), so 404/400
now falls back to the Account Information API, which answers with a JSON
401 for rejected tokens and 200/403 for live ones — verified against the
real endpoints

* fix(credentials): review-round-2 fixes for service-account edge cases

- Shopify tools prefer the credential-validated store domain over the
  block's auto-detected shopDomain (a store-bound token must hit its own store)
- Unknown non-empty service-account providerIds are rejected instead of
  silently persisting as google-service-account (empty stays the legacy
  Google fallback)
- Shopify/modal domain normalization strips URL paths ('https://x.myshopify.com/admin')
- monday: warning-class GraphQL errors no longer reject a token whose me
  data proves it authenticated

* chore(credentials): format shopify validator test

* fix(credentials): cold-review hardening pass

- Object.hasOwn guards on all provider-id registry lookups (crafted
  '__proto__'/'constructor' providerIds now 400 instead of 500) + regression test
- fetchProvider gets a 10s AbortSignal.timeout so a hung provider can't pin
  the create/reconnect request
- HubSpot: unexpected 403 on the token-info route defers to the account-info
  fallback instead of blaming the token
- Linear selector routes use the SDK apiKey option for lin_api_ keys (bare
  header parity with the tools sweep)
- Docs: UI steps aligned to the vendor-noun connect labels; HubSpot
  scope-propagation claims softened; Trello in-product-link promise corrected
2026-07-14 22:52:50 -07:00
Waleed 2e5b33c2db feat(community): replace Discord community links with Slack across app, docs, emails, and readme (#5653) 2026-07-13 17:15:03 -07:00
Waleed e7afe45b2d improvement(buffer): explicit mediaType override instead of guessing on ambiguous media (#5642)
* improvement(buffer): explicit mediaType override; error instead of guessing on ambiguous media

* fix(buffer): forward validated mediaType from routes into the media resolver

* fix(buffer): presign uploaded media for 7 days — Buffer fetches assets at publish time

* docs(buffer): document presign lifetime bound by signing credentials

* fix(buffer): always mint fresh presigned URLs from verified storage keys for media
2026-07-13 14:48:16 -07:00
Vikhyath Mondreti 2d41360807 improvement(concurrency): limits configurable, docs updates (#5640)
* improvement(concurrency): limits configurable, docs updates

* remove dead tests

* limits self hosted vars
2026-07-13 13:11:05 -07:00