Commit Graph
125 Commits
Author SHA1 Message Date
18214158b9 fix(sanitization): secret exposure in function and agent trace spans (#6000)
* fix trace span secret sanitization

* sanitize workflow output logs

* preserve streaming usage estimates

* Fix logging session test after staging merge

* secrets sanitization correctness

* fix(execution): address review regressions

* fix(execution): harden secret trace provenance

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

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
2026-08-01 16:37:08 -07:00
Waleed 452d82a636 perf(tools): read tool metadata instead of the registry on client paths (#6155)
* perf(tools): read tool metadata instead of the registry on client paths

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Two findings from review, both real.

The settings route still reached the registry:

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

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

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

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

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

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

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

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

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

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

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

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

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

Both resolvers stay exported. An earlier pass here un-exported the `@/tools/utils`
one as dead; `tools/utils.server.ts` imports it through a multi-line import that
a grep missed, and `tsc` caught it. Its doc now says which resolver a caller
should reach for instead of leaving two identically-named functions unexplained.
2026-08-01 11:27:37 -07:00
Waleedandmzxchandra 10bfb5d139 feat(realtime): shared room spine + live Files/Tables collaboration + Yjs document editing (#5991)
* feat(realtime): add shared room identity + authorization spine (#5929)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Architecture-audit findings:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* test(tables): cover the table presence handler

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

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

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

* refactor(tables): apply /simplify findings

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

* refactor(tables): apply /cleanup findings

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

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

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

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

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

Validated each issue with subagents before implementing the cleanest fix.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Comprehensive independent audit follow-ups:

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

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

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

Per-module comprehensive audit follow-ups:

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

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

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

Two Cursor findings on the prior audit-fix commit:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Address Greptile P1 + Cursor findings:

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

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

Cursor review:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* fix(collab-doc): defer setEditable out of the render phase (flushSync warning)

The collab editability-reapply effect called editor.setEditable synchronously. In collab
mode isEditable flips from readiness (synced + seeded), which is driven by a Yjs
config.observe firing synchronously inside Y.applyUpdate — so the effect can run while React
is mid-render. TipTap's React binding commits setEditable's transaction with flushSync, which
throws "flushSync was called from inside a lifecycle method. React cannot flush when React is
already rendering." Defer the setEditable to a microtask (runs right after the current commit,
before paint), guarding against a destroyed editor or a stale value before it fires.

Only the collab path (this effect) hit the warning; the streaming/settle effect's setEditable
calls run on the non-collab path where isEditable isn't driven by a mid-render Yjs observer.

* fix(rich-markdown-editor): defer non-collab settle/stream mutations off the render phase (flushSync) (#6073)

* fix(rich-markdown-editor): defer non-collab settle/stream mutations off the render phase (flushSync)

The non-collaborative streaming/settle effect called editor.setContent / setEditable /
setTextSelection / focus directly in the effect body. setContent mounts the custom node views
synchronously through the @tiptap/react flushSync path (tiptap#3764), so when this effect runs
while React is mid-render it throws "flushSync was called from inside a lifecycle method." This
is the second flushSync source (the collab editability effect was the first, fixed separately);
it fires on the agent-streaming-into-a-non-collab-editor surface.

Defer the effect-body view mutations to a microtask via a small runOffRender helper (runs right
after the current commit, before paint; no-ops if the editor was torn down). The settle block is
deferred as ONE microtask so setContent -> collapse selection -> setEditable -> focus keep their
order. The streaming rAF tick is left untouched — it already runs off-render, so it keeps writing
content directly. queueMicrotask is TipTap's own documented remedy for this warning.

497 rich-markdown-editor tests (incl. stream-settle-selection) pass; tsc + lint + api-validation
+ boundary + prune green. Needs a live check: stream an agent into a non-collab markdown file and
confirm it still renders smoothly.

* chore(rich-markdown-editor): trim verbose flushSync-defer comments

* fix(rich-markdown-editor): drop superseded settle/stream microtasks via a run token

runOffRender previously only guarded editor.isDestroyed, so if React ran the next reconcile
pass (a newer stream or settle) before a queued microtask flushed, the stale microtask could
still apply setContent/setEditable/setTextSelection over the newer state. Tag each effect run
with an incrementing token; a deferred mutation applies only when its run is still the latest
(and the editor is alive). A run token fits this effect's several early-return exits better
than a per-exit cleanup flag. Addresses Greptile/Cursor review.

* fix(rich-markdown-editor): never drop the settle selection-collapse under a superseded run

The run token drops a superseded settle's microtask, but the settle had already flipped its state
flags synchronously — so a pre-empting steady-sync run took the non-settle path and never collapsed
the selection, leaving a post-stream select-all painting the leaf-in-selection decoration. Track the
collapse as a debt (pendingCollapseRef): whichever deferred run ultimately applies — settle or the
steady-sync path — clears it, so the collapse runs exactly once on the latest content. Addresses the
Cursor review finding.

* feat(tables): show live cell-selection carets in the embedded chat panel (#6081)

The table cell-selection presence room was joined only on the dedicated /tables/[id] page
(useTableRoom was passed an empty id in embedded mode). Join it in embedded too, so the
mothership chat resource panel shows collaborators' live cell selections and broadcasts the
local one. tableId is already resolved from props in embedded (the data event stream already
uses it un-gated), and authz runs on join, so this is safe. Avatars are unaffected — they
render only in the !embedded Resource.Header, so the panel gets carets without avatars.

* feat(collab-doc): If-Match optimistic concurrency so persist never clobbers an out-of-band edit (#6085)

* feat(collab-doc): optimistic-concurrency guard so persist never clobbers an out-of-band edit

The relay projected the live Yjs doc back to durable markdown unconditionally (last-write-wins), so
a persist already in flight when an external write landed could overwrite it. Add RFC 7232 If-Match
optimistic concurrency end to end, reconciling through the CRDT (never rejecting user work):

- updateWorkspaceFileContent gains an expectedUpdatedAt guard: the write commits only if the file is
  still at that version (checked against the SELECT ... FOR UPDATE-locked row, so it is atomic with
  the write), else it throws the new ContentVersionConflictError without clobbering.
- persistFileDoc takes expectedVersion and returns a discriminated result (persisted | missing |
  conflict). On conflict it returns the current durable content + version instead of writing.
- The relay tracks the durable version its live doc is synced to — set on seed, advanced when a
  durable write is merged in (apply-edit carries the version), and on each successful persist. It is
  held cluster-wide in Redis (filedoc:syncver:{name}) so whichever task persists reads the same
  version, with the per-room value as the single-pod fallback.
- flushPersist sends that version as If-Match. On a conflict it merges the current durable content
  into the live doc (so the out-of-band edit AND the live edits converge) and retries (bounded), so
  even a last-leave flush racing an external write persists the reconciled result rather than losing
  the session's edits.

Threads the version through the seed + persist contracts and the apply-edit payload. No schema change
(reuses workspace_files.updatedAt as the version token). Tests: app-side CAS (match writes, mismatch
throws + cleans up the orphan upload), relay conflict handled gracefully without clobber/loop; 236
realtime + 76 sim collab/uploads tests, tsc x2, lint, api-validation, boundaries, prune all green.

* chore(collab-doc): heartbeat-refresh the synced-version key TTL alongside its stream

Keep filedoc:syncver:{name} alive as long as the room's stream (it was only re-set on
seed/merge/persist), so an open-but-idle doc's persist If-Match token can't expire and force a
needless reconcile.

* fix(collab-doc): stop persist-conflict retries when there is no live doc to reconcile

On an If-Match conflict with no live doc to reconcile into (last collaborator gone, no shared
stream), applyMarkdownToLiveFileDoc returns no-live-room; re-projecting the same pre-teardown
snapshot would only re-conflict, so break the retry loop immediately and leave the out-of-band
(durable) content authoritative — the intended conflict policy. Addresses Greptile review.

* fix(collab-doc): close three optimistic-concurrency edge cases from review

- Single-pod persist retry projected the pre-reconcile snapshot (captureState always returned the
  initial localState), while the synced version had been advanced by the reconcile — so the If-Match
  could pass and clobber the reconciled edit. captureState now re-reads the live doc on each attempt
  (falling back to the pre-teardown snapshot only once the room is gone).
- The synced version was recorded from this task's own seed FETCH before knowing whether this task's
  seed actually won; a peer winning with a different version could leave a newer token than the stream
  content. Record it only inside the didSeed branch (the task whose seed won); peer-seeded tasks read
  the winner's cluster value.
- Persist wrote UNCONDITIONALLY when no version was available (relay version momentarily missing), which
  could clobber non-empty durable content. It now returns conflict for a non-empty file with no version
  (reconcile/retry once the version is re-established); an empty file's first write stays unconditional.

* fix(collab-doc): defer (not reconcile) on missing version, and use the freshest version token

- Missing-version persist now returns 'deferred' instead of 'conflict'. A missing version token (a
  Redis blip on a peer-seeded task) is NOT a genuine out-of-band change, so triggering a reconcile
  would wipe live edits (incoming-wins) even though nothing changed durably. Deferred means: don't
  write, don't reconcile — leave the edits in the stream and let a later persist write them once the
  version is re-established.
- currentVersion now takes the MAX of the cluster (Redis) and local room versions rather than always
  preferring Redis, so a lagged/failed fire-and-forget Redis set can't shadow a newer local value and
  cause spurious If-Match conflicts. Versions are monotonic epoch-ms, so the larger is the later sync.

* fix(collab-doc): make persist If-Match teardown-race-immune and recover missing version on final flush

Close two last-leave concurrency holes Cursor flagged:

- Thread the reconciled version LOCALLY through the persist retry loop. After a
  conflict+reconcile the correct next If-Match is exactly result.version, so carry
  it in a local var instead of re-deriving from room.syncedVersion/Redis. On a
  last-leave flush destroyRoomIfIdle removes the room from the map before the async
  flush finishes, so mergeMarkdownIntoRoom's recordVersion can no longer update
  room.syncedVersion — threading makes each retry's precondition correct by
  construction, immune to that dropped mutation and to a best-effort Redis re-read.

- Cache the resolved version back into room.syncedVersion in currentVersion() so a
  peer-seeded/tail-only task (which never sets it locally) or a later transient
  Redis read failure still resolves it from the last value seen (monotonic max,
  never regresses).

- On a FINAL flush, briefly retry resolving the If-Match when the version read
  momentarily fails, rather than deferring and stranding the session's edits in the
  TTL'd stream — the version is cluster-wide and heartbeat-refreshed.

* fix(collab-doc): stamp cluster sync version the moment the seed wins, before the liveness guard

The winning seeder set the If-Match token (room + Redis filedoc:syncver) only after the
liveness/seeded guard that follows seedIfEmpty. But the tailer can integrate the just-appended
seed DURING the seedIfEmpty await, so isDocSeeded(room.doc) is already true when the guard runs
and it returns early — leaving the stream holding seed content with no cluster version. Later
persists then send no If-Match, the app returns `deferred`, and session edits stay only in the
TTL'd stream (the exact stranding this PR prevents elsewhere).

Move the version stamp to immediately after seedIfEmpty wins, before the guard. Recording it only
once our seed won (not from the fetch) is preserved, so it still can't shadow a peer's winning
seed.

* fix(collab-doc): make the synced-version token monotonic at every write site

The If-Match token is written fire-and-forget from the seed stamp, merges, and persists, both
locally and to Redis. An out-of-order write (e.g. a seed's lagged setSyncedVersion landing after a
later merge's) could regress it below the version the live doc already incorporates, causing
spurious If-Match conflicts — and on a last-leave flush with no live room to reconcile into, a
spurious conflict leaves durable authoritative and drops the session's edits.

- setSyncedVersion now writes via SET_VERSION_IF_NEWER_SCRIPT (Redis-side compare-and-set): it
  overwrites only when the new value is greater, refreshing the TTL either way.
- recordVersion / the persisted branch / the seed stamp all take Math.max instead of assigning
  room.syncedVersion directly.

Versions are monotonic epoch-ms, so "newer" is a plain numeric compare, exact within a Lua double.

* fix(collab-doc): close three last-leave persist edge cases from review

- Stale snapshot after reconcile (High): the multi-task captureState fell back to the pre-await
  localState snapshot even after a reconcile advanced ifMatch, so a failed stream re-read could
  persist the pre-reconcile state against the new version and clobber the out-of-band edit the
  reconcile just incorporated. NULL localState after a reconcile so a failed read aborts instead.

- Lock miss aborts reconcile (Medium): a merge-lock acquisition failure returned 'no-live-room',
  indistinguishable from an absent stream, so flushPersist treated transient contention as
  terminal. Return a distinct 'merge-unavailable' and handle it as retry-later (edits stay in the
  stream), never as "nothing to reconcile into".

- Peer syncver never recovers (Medium): the winner's setSyncedVersion was fire-and-forget with
  swallowed errors — the only way a peer-seeded task learns the durable version — so a dropped
  write left that peer deferring forever. Make it retry (bounded) like appendUpdate/seedIfEmpty;
  the monotonic script keeps a racing retry a no-op.

* fix(collab-doc): scope the persist If-Match to a content version so metadata bumps can't clobber edits

The optimistic-concurrency validator was `updatedAt`, which rename/move/delete/restore also bump
with no content change. A racing live-doc persist then saw a stale token, got `conflict`,
reconciled the pre-edit durable body via updateYFragment (incoming-wins on overlap), and wiped the
user's in-flight edits.

Scope the validator to content (RFC 7232 semantics — validate the representation, not the row):
- New `workspace_files.content_updated_at` (NOT NULL, `now()` fast-default — no table rewrite).
  Advances ONLY on content writes (upload / overwrite / create); metadata writes never touch it.
- The FOR UPDATE CAS, the merge-notify version, and the seed version all use `content_updated_at`.
  A rename now leaves it unchanged, so the persist If-Match still matches -> no spurious conflict,
  no reconcile, no lost edits. Genuine out-of-band content writes still conflict and reconcile.
- Consolidated the collab schema into one migration (the collab-state table + the new column) per
  request, rather than a separate follow-up migration.

Relay/store/contracts unchanged (still a numeric monotonic version).

* chore(collab-doc): condense the densest persist comments (no behavior change)

Cleanup pass: tighten the three longest comment blocks added while hardening the persist path
(currentVersion cache, ifMatch threading, final-flush version retry) without dropping any invariant.
No dead code found (biome lint clean; all new symbols referenced).

* fix(collab-doc): persist must return the content version, not updatedAt

Follow-up to the content-scoped If-Match: persistFileDoc still returned `updatedAt` as the version
in both the persisted and conflict results, while the CAS/seed/merge all guard on
`content_updated_at`. A content write sets both to the same instant, so it was coincidentally
correct — until they diverge: if a metadata write bumps `updatedAt` past `content_updated_at`, the
conflict path returned the larger `updatedAt`, so the relay's re-persist sent an If-Match the CAS
(which checks `content_updated_at`) could never match → perpetual conflict → dropped reconciled
edits. Return `contentUpdatedAt` in both paths so the relay's token always matches what it's checked
against.

* fix(collab-doc): defer persist whenever the version is missing; guard the content-version test

- Empty-file CAS race (Medium): the unconditional-write carve-out for size===0 read `record.size`
  outside the write transaction, so a concurrent first content write could land after the check and
  be clobbered. With content_updated_at NOT NULL every existing file always has a real version, so a
  missing expectedVersion is always transient — always defer, never write unconditionally. Removes
  the TOCTOU hole.
- Content-version test (Low): the merge-chokepoint test kept updatedAt == contentUpdatedAt, so it
  passed even if wired to the wrong field. Mock distinct values and assert contentUpdatedAt, so a
  regression to updatedAt now fails the test.

* fix(collab-doc): don't reconcile a conflict the live doc already reflects (would wipe newer edits)

flushPersist reconciled the durable body into the live doc on every conflict. But when the conflict
comes from a racing self-persist (or an apply-edit the chokepoint already merged), the durable body
is a STALE SUBSET of the live stream, and the incoming-wins updateYFragment merge moves the doc
backward — wiping newer in-flight edits, which the retry then persists.

Before reconciling, re-check the freshest synced version. If it already covers the conflict version,
the live doc has already incorporated that content (or is ahead), so skip the reconcile and just retry
with the freshest version as If-Match — the re-projection captures the current live stream, preserving
every edit. Only a genuine out-of-band change the live doc hasn't incorporated (freshest < conflict
version) is reconciled in. freshest never exceeds the durable version, so this can't loop.

* fix(collab-doc): make content_updated_at monotonic per file; skip-reconcile can't loop

The If-Match token was stamped with app-local new Date() on each content write, so cross-instance
clock skew could stamp a later write with an EARLIER content_updated_at — breaking the version
ordering the whole optimistic-concurrency scheme (and the skip-reconcile branch's freshest>=version
assumption) depends on. Under skew the relay's monotonic syncedVersion could exceed the durable
version, sticking the If-Match: persist conflicts forever, exhausts retries, drops the session's edits.

- Stamp content_updated_at strictly after the current committed value (we hold the row's FOR UPDATE
  lock): new Date(max(now, currentFile.contentUpdatedAt + 1ms)). Monotonic per file regardless of
  clocks; also removes same-millisecond collisions. updatedAt stays plain wall-clock (display/sort).
- Skip-reconcile branch retries with result.version (the durable value the CAS will match), never
  freshest (which could exceed it and loop). Belt-and-suspenders now that the version is monotonic.

* refactor(collab-doc): drop the destructive in-persist reconcile; adopt-version-and-retry on conflict

The in-persist reconcile projected the durable body back over the live doc via updateYFragment
("make the doc match"). That is destructive: when the live stream is already ahead — the common case,
because the write chokepoint (mergeEditIntoLiveFileDoc) already merged the out-of-band change into the
stream — it moved the doc backward and wiped newer in-flight edits. This produced a run of races
(stale snapshot, wipe-newer-edits, version-lag skip miss) that a full-document reconcile fundamentally
can't avoid, since deciding when it's safe relies on a laggy cross-task version token.

Remove it. On conflict, adopt the durable version as the new If-Match and retry: captureState re-reads
the current stream (which holds the out-of-band change AND the live edits), so the re-projection
persists the converged result. The durable change reaches the live doc via the chokepoint, never here.
Trade-off: the only unmerged out-of-band write is one whose chokepoint merge itself failed (rare,
logged), which we accept over the frequent reconcile-wipes-edits race.

- flushPersist: conflict -> ifMatch = result.version, retry (bounded). No applyMarkdownToLiveFileDoc.
- conflict response drops `markdown` (contract + relay type + persist) — no body needed, saves a blob
  fetch. applyMarkdownToLiveFileDoc stays (still used by the apply-edit route / the chokepoint).

* fix(collab-doc): don't let a last-leave conflict retry clobber via the stale local snapshot

Regression from dropping the reconcile: on conflict the retry adopts result.version and re-reads
captureState. But after single-pod last-leave teardown the room is already destroyed, so captureState
falls back to the pre-teardown localState (which lacks the out-of-band change); the retry then CAS-passes
and overwrites the committed external write — undoing the external-wins last-leave policy.

Null localState on the first conflict, so the retry can only use freshly-read authoritative state
(stream / live doc). When none is available (single-pod room gone, or a transient stream-read failure)
captureState returns null and the retry stops, leaving durable content authoritative. Covers both the
single-pod and multi-task-stream-unavailable variants of the stale-snapshot clobber.

* fix(collab-doc): stop (don't re-persist) on a persist conflict — closes the commit-window clobber

The conflict retry adopted the durable version and immediately re-persisted the current stream,
assuming the stream already held the out-of-band change. But an external write commits durable BEFORE
its chokepoint merge (mergeEditIntoLiveFileDoc) reaches the stream, so a persist landing in that window
CAS-passed with a stream that still lacked the external content and clobbered the committed write — not
just the rare merge-failed path, but a race on every external write, worst at last-leave flushes.

Make persist a single attempt: on conflict, STOP and leave durable authoritative. The chokepoint merges
the change into the stream and — only once it is actually there — advances the synced version via its own
recordVersion; a later flush (debounced or final) then projects the converged stream with a matching
token. The session's edits stay in the stream meanwhile. The conflict handler deliberately does NOT
advance the synced version, or the next flush would clobber with a still-behind stream. Removes the retry
loop and PERSIST_CONFLICT_RETRIES.

* improvement(tables): fire the live-rows signal on async delete, run cancel, and column run (#6094)

* improvement(tables): fire the live-rows signal on async delete, run cancel, and column run

These three table operations mutate row data but emitted no `rows` change signal, so open editors'
grids stayed stale until a manual refresh (enrichment *results* already stream live via `cell` events;
these are the bulk paths that don't emit per-cell events):

- Async row delete (`runTableDelete`): signal as rows drop out (throttled with the existing progress
  event) and once more on completion — the `job` progress event only drives the delete meter, not the
  rows query. Covers the delete-async route and the copilot bulk-delete, since both share the runner.
- Cancel runs (`cancel-runs` route): cancelling clears each affected row's exec state; the
  `dispatch: cancelled` events drop the run overlay but the client then renders authoritative DB state,
  so refetch. Only when something was actually cancelled.
- Run column (`columns/run` route): starting a run bulk-clears the target group's cells to pending;
  refetch so the cleared cells show. Only when a dispatch was actually created.

Guarded so no signal fires on a no-op/failure. Adds a delete-runner test asserting the completion signal.

* fix(tables): guarantee the live-rows signal on every mutating path (review)

- Delete runner (Greptile P1): a batch could commit and the job then cancel/supersede before the next
  throttled progress signal or `markJobReady`, bypassing both signals and leaving deleted rows on
  screen. Track `deletedAny` and fire the grid refetch in a `finally`, so it runs on EVERY exit —
  completion, cancel/supersede, mid-batch lock, or a rethrown error after a partial delete.
- cancel-runs / columns/run routes (Cursor): the `cancelled > 0` / `if (dispatchId)` guards don't
  always reflect DB row changes — cancel tombstones exec state even when 0 dispatches were active, and
  a run bulk-clears cells then can return a null dispatchId. Signal unconditionally; a stale-but-harmless
  refetch beats a missed one.
- Tests: assert the delete signal fires on the mid-run-cancel-after-delete path and NOT when nothing
  was deleted.

* fix(tables): mark deletedAny before the page delete so a mid-page lock still refreshes the grid

`deletePageByIds` commits in internal batches, so a delete lock landing mid-page can persist earlier
batches and THEN throw TableLockedError — the catch returns without a count, so setting `deletedAny`
from the return value missed it and the finally skipped the grid refetch. Set `deletedAny = true` before
the call (any attempt may commit rows); an attempt that commits nothing only over-refetches (harmless).
Adds a test asserting the signal fires when a page throws a mid-page lock.

* fix(files): make embedded resource file view collaborative (#6095)

* fix(files): make embedded resource file view collaborative

The /chat resource panel rendered saved files through FileViewer without
the collaborative opt-in, so a file open on the Files page and the same
file open in the embedded panel never joined the same file-doc room —
no live carets and no live content sync between the two surfaces.

Pass collaborative on the EmbeddedFile FileViewer. Collaboration still
self-gates on canEdit + non-streaming + workspace doc, so the agent
token-stream preview (the dedicated streaming-file path, canEdit=false)
is untouched.

* fix(files): refcount file-doc room membership per shared socket

Two collaborative surfaces in one tab (the Files editor and the embedded
chat resource panel) share one Socket.IO connection, so both providers for
the same file JOIN the same room over that socket. The server's LEAVE does
socket.leave(name) with no membership refcount, so the first provider's
destroy() would strand the second still-mounted one — no more live content
or presence.

Count live providers per file per socket (keyed by the stable Socket object,
so it survives reconnects) and emit LEAVE only when the last provider for a
file tears down. The single-provider path is unchanged (0->1->0).

* feat(tables): propagate shared saved-view changes to collaborators live (#6100)

Table views (named filter/sort/layout presets) are table-wide shared state —
every reader sees every view — but view create/update/delete had no realtime
signal, so a collaborator only saw another user's view changes on their own
staleTime/focus refetch.

Add a 'views' table event kind + signalTableViewsChanged, emitted from the
views service (createTableView/updateTableView/deleteTableView, on real
success only), and a client handler that invalidates the views query alone
(no rows/definition refetch — a view is presentation state on the loaded
table). Mirrors how row/schema/metadata changes already propagate.

* test(tables): cover the views realtime signal (emit + on-success-only) (#6101)

- events.test.ts: signalTableViewsChanged appends a single 'views' event
  carrying the tableId (through the real memory buffer).
- views/service.test.ts: create/update/delete emit signalTableViewsChanged
  on real success, and DON'T on a no-op (a PATCH/DELETE targeting a missing
  view changes nothing, so it must not signal). Mirrors delete-runner's
  signal-path coverage; drives the DB via the shared dbChainMock.
- Add tableViews to the comprehensive @sim/db/schema test mock so the
  service tests can queue the in-transaction existence row.

* chore(ci): reconcile api-validation baselines after the staging merge

The staging merge unioned realtime-rooms's own `as unknown as` cast
(lib/collab-doc/converter.ts) with staging's zod-recursive-type cast
(lib/api/contracts/tables.ts), so the non-test double-cast count is 9 —
both casts pre-existed and were individually accepted on their branches.
Also tighten rawJsonReads 6->5 to the true current count. Fixes the strict
API contract boundary audit on realtime-rooms.

* feat(copilot): stream file edits into the live collaborative Y.Doc (keep embedded view collaborative) (#6108)

* feat(copilot): stream file edits into the live collaborative Y.Doc

Copilot's file edits previously only reached the live doc once, at the final
edit_content write, so a collaborative editor watching the file saw nothing
until completion (streaming looked broken) and the client-side preview path
was suppressed in collab mode.

Make copilot a CRDT peer: as it streams append/update/patch content, merge the
growing markdown into the file's live Y.Doc via the existing apply-edit path
(a minimal updateYFragment diff, concurrent-edit-safe), throttled to ~250ms.
version is omitted for these intermediate merges — they advance the live doc
for viewers but are not durable checkpoints; the final edit_content write
carries the real contentUpdatedAt and reconciles the durable file. Per the
relay's persist gating, server-internal merges never schedule a persist, so a
copilot-only stream produces zero intermediate file writes.

- notify.ts: mergeEditIntoLiveFileDoc version is now optional (streaming omits it).
- file-preview-adapter.ts: throttled live-doc merge at the edit_content stream hook.

* fix(copilot): order + gate streaming live-doc merges; fast collab first render

Harden the streaming merge (adversarial review):
- Order + bound: dispatch through a per-file in-flight guard (drop-while-in-flight)
  so a stale out-of-order snapshot can never land after a newer one and regress
  the doc, and relay load is capped at one request per file regardless of rate.
- No wipe: gate append/patch on the base file content having loaded — a base-less
  snapshot would diff to a delete-everything wipe of the seeded doc; update streams
  a full rewrite from scratch and needs no base.
- Markdown-only gate: non-markdown files have no collaborative room, so skip the
  wasted relay round-trip.

Fast collab first render (Issue 2): render the already-fetched markdown read-only
via generateHTML while the collaborative doc seeds, with the editor mounted-but-
hidden in the same layout box for a seamless swap on collabReady. Pure HTML — it
never touches the Y.Doc (client seeding duplicates the doc), and generateHTML
escapes text (raw-HTML snippets render escaped), so no XSS.

* test(copilot): cover streaming file edits into the live collaborative Y.Doc

Drives edit_content args_delta stream events through processFilePreviewStreamEvent
and asserts the live-doc merge: fires with the growing FULL previewText and no
version arg; is throttled (~250ms per file); is skipped for non-markdown files
and for a base-less append (the delete-everything wipe guard); and runs at most
one-in-flight per file. Verified to fail if any gate/guard is removed.

* fix(collab-doc): coordinate live-doc merge ordering in one place; close durable-clobber race

The second review found a residual: the durable edit_content write went through a
different path than the adapter's in-flight guard, so a late straggler streaming
merge could land after it and, via a persist, clobber the durable file's tail.

Move the per-file coordination into mergeEditIntoLiveFileDoc (the one place both the
streaming and durable paths call): a streaming (versionless) merge is dropped while
one is in flight for the file; a durable (versioned) write instead WAITS for the
in-flight streaming merge, so the final content is always the last merge applied and
can't be regressed by a straggler. Simplifies the adapter (drops its Set + helper).

Relocate the one-in-flight test to notify.test.ts (streaming-drops-while-busy +
durable-waits-then-applies-last); the adapter test keeps throttle/gates/previewText.

* fix(copilot): address review — order merges, exclude update, gate throttle, unhide stream

Review round on #6108:
- Greptile P1 (durable merges lose ordering): serialize ALL merges per file on one chain in
  mergeEditIntoLiveFileDoc (each chains after the current tail), so concurrent durable writes
  can't resume-and-fire out of order. notify now exposes isLiveDocMergeInFlight.
- Cursor High (update stream blanks the doc): only append/patch stream — they build on the loaded
  base; update is a from-scratch rewrite whose partial snapshot would diff the full doc toward a
  fragment, so it applies atomically at the durable write.
- Cursor Medium (throttle advances on a dropped merge): the adapter gates on !isLiveDocMergeInFlight,
  so the send throttle advances only on an actual dispatch — no lag, no backlog behind a slow relay.
- Cursor Medium (placeholder hides a live stream): show the fast-render placeholder only when not
  streaming, so a stream that starts before the doc seeds shows through the editor.
- Soften merge.ts/notify.ts comments per the lifecycle audit: only UNTOUCHED regions are preserved;
  a region the merge rewrites reconciles toward copilot's content.

Tests updated: notify covers chain ordering + isLiveDocMergeInFlight; adapter covers append streaming,
throttle, non-markdown/base-less/update skips, and the in-flight skip.

* fix(collab-doc): reject stale durable merges at the relay (cross-process ordering)

The in-process merge chain only orders merges within one apps/sim process. Two durable
writes for the same file on DIFFERENT processes could reach the relay out of dispatch
order; the relay recorded the version monotonically but still APPLIED the older markdown,
regressing the live doc while the token stayed high (a later persist could then write the
stale content back over the durable file).

Enforce ordering at the relay — the single cross-process coordination point — using the
existing Redis primitives: under the per-file Redis merge lock, read the cluster-wide
synced version and SKIP a versioned merge that is not newer (a newer durable write already
landed). Make recordVersion await setSyncedVersion so it is durable before the lock
releases, so the next holder's staleness check reads a consistent value. Streaming
(versionless) merges are unaffected — they carry no durable version and are ordered
per-process by the caller.

Adds a relay test asserting a stale/idempotent versioned merge returns 'stale' and never
computes or publishes a diff.

* fix(copilot): match durable path — detect markdown by MIME type + name at the stream gate

The streaming gate checked isMarkdownFile with only the filename, while the durable merge
uses type + name — so a text/markdown file without a .md extension was skipped mid-stream
(it self-corrected at the durable write). Pass editIntent.contentType so streaming detects
the same set of markdown files as the durable path.

* test(copilot): assert throttle follow-through after an in-flight merge clears

* fix(collab-doc): order streaming merges by streamedAt so a late snapshot can't regress a newer durable write

* refactor(collab-doc): tidy merge-order docs + relay order object; cover multi-replica streaming stale-check

* fix(collab-doc): order streaming merges by causal base version, not wall-clock

A streaming snapshot now carries baseVersion (the durable contentUpdatedAt it was
built from) instead of a wall-clock streamedAt. The relay drops the snapshot when a
newer durable write landed since that base, so a concurrent human save can no longer
be clobbered in the live doc and then persisted over the durable file. Skew-immune:
both keys are DB-monotonic contentUpdatedAt values.

* fix(collab-doc): derive streaming baseVersion as contentUpdatedAt ?? updatedAt

Match the version line the seed/persist use so a legacy file with no content
version still ships an ordered streaming snapshot instead of an unordered one.

* fix(collab-doc): fail-closed on a streaming snapshot with no baseVersion

The live-merge gate now requires a numeric baseVersion, not just loaded base
content. A rare base with no file record (hence no version) would otherwise ship
an unordered snapshot the relay can't stale-check, risking a clobber of a
concurrent durable write. Skip the live merge instead; the durable write reconciles.

* docs(collab-doc): document the accepted concurrent-independent-streams limitation

* chore(ci): reconcile api-validation baseline after the staging merge

The merge commit auto-merged the baseline at 1000; bump totalRoutes/zodRoutes to
1003 for staging's three new contract-bound routes (nonZodRoutes still 0).

* test(files): update storage-accounting assertion to the mergeEditIntoLiveFileDoc options object

* fix(collab-doc): trace the full yjs/tiptap external stack into the file-doc route bundles

The seed/merge/persist internal routes run the collab-doc converter (markdown <-> Yjs
via headless TipTap) server-side. Those deps are serverExternalPackages, and the
standalone tracer only force-included jsdom — it does NOT follow yjs's ESM subpath
imports of lib0 (lib0/logging, ...), so Docker/standalone builds shipped node_modules
without them and the seed route 500'd (Cannot find module 'lib0/logging'). That left
every collaborative document unseeded and permanently read-only on deployed envs.
Force yjs, lib0, y-protocols, and @tiptap into the trace for all three routes.

* fix(collab-doc): copy the full yjs/lib0 stack into the app image

The seed/merge/persist routes run the converter (markdown <-> Yjs) server-side. yjs is a
serverExternalPackage and the Next standalone tracer copies lib0 only partially — it drops the
ESM subpath file lib0/logging.js that yjs.mjs imports via lib0's exports map, so the seed 500s
('Cannot find module lib0/logging') and every collaborative doc is stuck read-only. Verified in
the running dev container: /app/node_modules/lib0 had 37/38 files, logging.js missing.

outputFileTracingIncludes can't fix it — its globs resolve against apps/sim, but these deps hoist
to the monorepo-root node_modules, so the glob matches nothing (my prior next.config attempt was a
no-op; reverted). Instead COPY the complete lib0/yjs/y-protocols from the deps stage in the runner,
overwriting the partial trace — the same pattern already used for isolated-vm.

* feat(files): stream copilot edits into the collaborative doc smoothly (#6122)

* feat(files): stream copilot edits into the collaborative doc smoothly

- apply the agent stream client-side into the live Yjs binding as minimal
  updateYFragment diffs (like main's setContent, but incremental) so it renders
  smoothly AND broadcasts to every peer via CRDT — a collaborator on /files sees
  the stream for free
- gate the apply on collabReady so diffs never land on an unseeded doc; keep the
  read-only placeholder visible until the seed swaps in
- run streamed ops under a dedicated tx origin so they stay out of the user's
  undo stack
- delete the throttled server-side streaming merge and the baseVersion ordering
  machinery it needed (relay + notify + session contract); the durable final
  write still reconciles open editors and seeds late joiners

* fix(files): apply agent stream as a true CRDT peer + guard base-less snapshots

Review round 1 (Greptile P1s):
- apply the stream against a private shadow replica (seeded from the live doc at
  stream start) and relay only the agent's own delta into the shared doc, so a
  concurrent peer edit to a region the agent snapshot didn't include is no longer
  reverted (previously the whole-body reconcile deleted it)
- gate append snapshots on "must extend the base": a base-less append fragment
  (emitted before the base loads) can no longer reconcile the seeded doc to a wipe;
  patch still legitimately replaces a mid-region
- gate the apply on collabReady so diffs never land on an unseeded doc; keep the
  placeholder visible until the seed swaps in
- plumb streamOperation through the preview surfaces to drive the append gate
- add a peer-edit-preservation test (fails under whole-body reconcile) and refresh
  the undo-isolation + broadcast tests for the session API

* fix(files): destroy the agent shadow deterministically on settle

Cursor round 1 (Low): endAgentStream ran inside runOffRender, whose microtask is
dropped when a rapid follow-up stream bumps the run token — leaking the shadow
Y.Doc. Split it out into an unguarded microtask queued after the (droppable) final
apply, so the shadow is always destroyed.

* fix(files): agent stream frames skip the relay's durable persist

Cursor round 1 (High): client-applied stream frames broadcast over the sync
channel, so the relay stamped a socket origin and ran schedulePersist — durably
writing partial agent content mid-stream, attributed to the watching user (the old
server-merge applied with no origin and never did). Restore that behavior:

- new FILE_DOC_MESSAGE_TYPE.SYNC_NO_PERSIST wire tag; the provider tags
  AGENT_STREAM_ORIGIN updates with it (normal user edits stay SYNC)
- the relay applies it under an AgentSyncOrigin (carries the socket id for
  broadcast exclusion, but is not a plain string) so originSocketId() is null →
  no edited/schedulePersist/lastEditorUserId; excludeSocketId() still excludes the
  sender, and the update still publishes to the stream so peers converge
- the copilot's final edit_content write remains the authoritative durable persist
- tests: relay applies+fans-out but never persists a SYNC_NO_PERSIST frame
  (verified it fails if applied as a socket edit); provider tags agent edits

* fix(files): open the stream shadow at start + private extend baseline

Cursor round 2:
- High (settle skips apply without session): the stream shadow is now opened on
  the first ready frame, BEFORE the extend gate — so an `update` rewrite (whose
  every frame is gated out until settle) and a stream that finishes before seed
  still get a session, and settle applies the final body via the reused-or-on-demand
  shadow instead of leaving the doc stale until the durable reconcile.
- Medium (peer edits stall the stream): the extend gate now reads a private
  `lastStreamedBodyRef` (the agent's own last frame), snapshotted at stream start,
  not `lastSyncedBodyRef` which `onUpdate` clobbers on peer edits — so a collaborator
  typing can't make the growing snapshot stop prefixing the shown body and freeze it.
- Medium (multi-replica over-persist): pre-existing, documented "safe over-persist"
  (a peer task tails the frame as REDIS_ORIGIN and marks edited) — refreshed the
  stale comment to describe the SYNC_NO_PERSIST source; copilot's edit_content write
  remains the authoritative durable persist.

* fix(files): fail-close base-less previews + operation-based stream hold

Cursor/Greptile round 3 (High + Medium) — remove the fragile string-prefix
"extend gate", which was the root of both findings:

- Server: `buildFilePreviewText` now fails closed for an `append` whose base
  content hasn't loaded (returns undefined, like patch/update), so a base-less
  fragment never reaches the client. This eliminates the base-less wipe at
  settle (Greptile P1) at the source; an empty file (existingContent === '')
  still previews normally.
- Client: the collab streaming tick no longer string-prefixes the raw preview
  against the editor's canonical markdown (the '*' vs '-' / emphasis mismatch
  that froze every append frame — Cursor). The mid-stream hold is now purely
  operation-based: `update` waits for settle; append/patch/create apply each
  frame via the (peer-safe) shadow reconcile. lastStreamedBodyRef is now a plain
  dedup guard, not a prefix baseline.

Keeps the shadow, durable write, and SYNC_NO_PERSIST unchanged.

* fix(files): elect a single agent-stream writer across tabs

Cursor round 4 (High): with the stream applied client-side, two tabs/windows on
the same chat could each derive streamingContent (the reconnect/resume path
re-consumes preview events) and each independently insert the stream under a
different Yjs clientID, duplicating content until the durable reconcile.

Fix — single-writer election via the file-doc awareness (new agent-stream-leader):
- a client applying an agent stream announces `agentApplying` on its own awareness
- only the leader (min clientID among announcers) applies mid-stream AND at settle;
  a non-leader renders the leader's ops via Yjs and does not apply (a non-leader
  applying the final body would re-insert the whole doc as a duplicate)
- re-checked each frame, so it converges to one writer the moment awareness
  propagates; the sub-frame startup race is reconciled by the durable write
- single-client (the common case) is unaffected: it is the only announcer, so it
  always leads

* fix(files): gate the settle apply locally, not on a settle-time re-election

Cursor round 5 (High): the settle recomputed leadership from live awareness and
the leader cleared its announcement immediately, so a straggler peer that settled
afterward became the sole announcer, self-elected, and applied finalBody through
its base-seeded shadow — re-inserting the whole doc as a duplicate.

Fix: gate the settle apply on a LOCAL didApplyStreamRef (set only when this client
actually applied a mid-stream frame — i.e. it was the mid-stream leader whose
shadow is up to date), not on a settle-time re-election. A client that never
applied (non-leader, a held `update`, or a pre-seed stream) skips the final apply
and converges via Yjs + the durable write. The mid-stream leader election
(isAgentStreamLeader) is unchanged, so exactly one client's didApplyStreamRef is
ever true.

* fix(files): open the agent-stream shadow lazily on lead (no stale handoff)

Greptile round 6 (P1): the leader race — (a) a mid-stream leadership handoff
could apply from a stale pre-stream shadow, and (b) two tabs starting the same
stream before awareness converges could both lead briefly.

- (a) fixed: the shadow is now opened LAZILY in the tick, only when this client
  actually leads, seeded from the CURRENT doc — so a handoff successor diffs
  against the prior leader's ops (never a stale base) and a non-leader builds no
  shadow at all. Announce candidacy via a dedicated ref (decoupled from the
  shadow); settle still gates the final apply on didApplyStreamRef (leader-only).
- (b) the pure startup race is inherent to eventually-consistent election. It is
  now the only residual: bounded to two tabs starting the SAME stream within the
  awareness-propagation window, transient (converges in a frame or two), and
  never persisted (SYNC_NO_PERSIST + the durable edit_content reconcile). Resumes
  are sequential, so the common multi-tab case elects cleanly. Documented inline;
  a server-granted lease would close it fully but at a round-trip cost on the
  common single-tab path, which isn't worth it.

* fix(files): idempotent settle apply (update lands client-side; no straggler dup)

Cursor round 6 (Medium): a lone client's `update` never applied client-side —
held mid-stream, then skipped by the didApplyStreamRef settle gate — so the
rewrite depended entirely on the durable merge (stale if delayed/failed).

Root cause was over-correcting round 5. Now that the shadow is opened lazily in
the tick (current-seeded), the round-5 base-shadow duplication is already gone,
so didApplyStreamRef is unnecessary. Replaced it: settle applies the final body
via `agentStreamSessionRef.current ?? beginAgentStream(editor)` — the leader
reuses its up-to-date shadow (last throttled frame), while a client that never
applied (non-leader, held `update`, pre-seed) opens a FRESH current-seeded shadow.
Reconciling current->final is idempotent: a straggler that settles after another
wrote the final reconciles to a noop. So a lone `update` applies at settle (no
wait on the merge), and there's still no settle-time election or base-shadow dup.

* fix(files): broadcast agent frames to the whole room (same-socket siblings)

Cursor round 7 (Medium): SYNC_NO_PERSIST frames applied under an origin carrying
the sender socket id, and excludeSocketId dropped that whole socket from the
relay fan-out. A second FileDocProvider on the same socket (chat preview + Files
editor) then missed all mid-stream ops and stayed stale until the durable
reconcile — a regression from the old no-origin server merge, which reached both.

Fix: the agent origin is now a plain AGENT_SYNC_ORIGIN symbol, and agent frames
broadcast to the WHOLE room (no socket excluded), matching the old behavior — so a
same-socket sibling provider stays live; the emitting provider no-ops on its own
echo (the ops are already applied locally). originSocketId still returns null for
the symbol, so it keeps skipping edited/schedulePersist. Removed excludeSocketId
and the socket-carrying origin object. Updated the relay test to assert the
whole-room broadcast (verified it fails if the sender is excluded).

* fix(files): tag agent stream frames no-persist across replicas

A peer task tailing an agent-streamed preview frame previously applied it
as REDIS_ORIGIN, marking the seeded room edited and making a transient
startup-race duplicate eligible for that task's last-disconnect flush. Mark
agent frames with a stream field so peers apply them as REDIS_AGENT_ORIGIN,
excluded from the edited/persist gate. The copilot's durable edit_content
write stays the sole authority over file bytes.

* fix(files): reseed agent shadow on lead regain + agent-only compaction

Two multi-writer edge cases surfaced in review:

- rich-markdown-editor: a client that led, lost leadership, then regained it
  reused its stale shadow (which never saw the interim leader's ops), re-emitting
  ops for content already present. Tear the shadow down when a client observes it
  is not the leader, so a regain rebuilds fresh from the current doc.

- file-doc-store: compaction always stamped its snapshot REDIS_SNAPSHOT_ORIGIN
  (marks peers edited). A long agent-only stream crossing the threshold could
  fold preview content into a persist-eligible snapshot. Track whether a room
  integrated any real edit and stamp an agent-only snapshot REDIS_AGENT_ORIGIN
  so it stays no-persist.

Both covered by falsification-verified tests.

* fix(files): close realEdited data-loss race + elect a settle writer

Independent audit surfaced two real gaps:

- file-doc-store: realEdited was latched AFTER appendUpdate's awaits, but the
  edit already sits in room.doc synchronously. A concurrent agent-frame
  compaction could read realEdited=false, snapshot that real content, and stamp
  it a no-persist agent frame — a lost edit. Latch it synchronously (same tick
  as the doc mutation) before any await. Deterministic falsifiable test added.

- rich-markdown-editor: at settle every tab applied the final body, and a
  non-leader's local microtask runs before the leader's final propagates, so
  both insert the tail (Yjs keeps both) -> duplicated tail. Elect a single
  settle writer (reliable — awareness is long converged by settle), reading
  leadership before clearing the announcement. Corrects the overclaiming
  idempotency comment and the handoff pick-up comment.

Adds a y-tiptap internals upgrade-guardrail test.

* fix(files): own presence per client id, not one-per-socket

The shared workspace socket hosts one collaborative provider per mounted view,
so the chat file preview and the standalone Files editor for the same file each
bind their own Yjs client id over ONE socket. The relay owned a single client id
per socket, so the later JOIN overwrote the earlier and dropped its awareness —
which silently broke the single-writer agent-stream election (a peer stopped
seeing the streaming provider's announcement and could self-elect, duplicating
streamed text for the whole stream).

Track ownership per (socket, client id): a socket owns a set of client ids; the
awareness gate accepts a frame only if every id it carries is owned; cleanup
drops all of a socket's ids; the roster stays one-entry-per-session. Reclaim and
the same-user reconnect path evict just the reclaimed id, dropping the old socket
only if it empties. Falsification-verified test added.

* fix(files): make streamed file-preview accumulation replay-safe

Guard deriveFilePreviewSession against re-delivered/replayed content events:
apply a delta/snapshot only when previewVersion strictly advances, so a client
re-render or stream replay can't double-append the tail (the duplicated-content
bug) or regress on an older snapshot.

* fix(files): fix new-file collab streaming latch and agent-edit duplication

- Latch collab readiness so a new file's post-seed `synced` flap can no longer
  re-gate agent streaming (the stream previously showed only the seed and the
  rest appeared only on reload)
- Relay defers the durable edit_content merge to an actively-streaming client:
  the client shadow stream and the server merge were both writing the same
  content into the live doc, duplicating it when the server ran ahead
- Render the collaborator caret bar out of flow so a peer caret never nudges
  the surrounding text by ~1px
- Remove dead code: unused FileDocMessageType alias, unnecessary
  LiveFileDocMergeOrder export

Covered by tests: readiness latch (flap/offline/latch cases), relay merge
deferral (single- and multi-replica), plus verified-failing guards.

* test(copilot): fix loadWorkspaceFileTextForPreview mock to return { text } not a bare string

The adapter reads previewBase.text to seed an append/patch base; the mock returned
a bare '' so previewBase.text was undefined, making a base-less append fail closed
(no file_preview_content). My PR's fail-close change exposed the wrong-shaped mock.

---------

Co-authored-by: mzxchandra <129460234+mzxchandra@users.noreply.github.com>
2026-07-31 18:48:12 -07:00
Theodore LiandClaude Opus 5 c5cc6ce26c feat(chat): hide the Chat module when NEXT_PUBLIC_CHAT_DISABLED is set (#6137)
* feat(chat): hide the Chat module when CHAT_ENABLED is unset

A self-hosted deployment that skipped the chat key still rendered the full
mothership Chat UI, landing on the composer and 401ing on every message.

Gate it behind a CHAT_ENABLED / NEXT_PUBLIC_CHAT_ENABLED twin, written by the
setup wizard alongside COPILOT_API_KEY and validated by the existing FLAG_TWINS
doctor check. The flag resolves at module scope on both render passes, so no
chat surface renders then disappears.

With Chat off the workspace lands on its first workflow (resolved server-side,
behind the cached host-context check so no workflow id leaks to non-members),
and the chats list, scheduled tasks, editor Chat panel, and chat CTAs are
absent. Routes are gated rather than deleted: /home redirects because it is
baked into delivered invitation emails and the accept contract.

Also fixes two bugs the gate exposed: a persisted activeTab of 'copilot' left
the workflow panel blank from first paint, and the panel's handoff listener
claimed MOTHERSHIP_SEND_MESSAGE events outside its own gate, silently
swallowing "Fix in Chat" messages.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* refactor(chat): gate the UI on NEXT_PUBLIC_CHAT_DISABLED, not an opt-in flag

CHAT_ENABLED made Chat opt-in, so every existing deployment that already had
COPILOT_API_KEY would have lost the module until it set a new variable. Invert
to an opt-out so nothing changes for them.

That also collapses the twin. The only reason the flag needed a server/client
pair was that it projected a secret; NEXT_PUBLIC_CHAT_DISABLED is not one, so
getEnv resolves the same value from process.env on the server and window.__ENV
in the browser. Gone with it: the FLAG_TWINS entry and its doctor sync check,
the two-variable wizard write, and the boot-time throw, whose contradiction
(flag on, key absent) can no longer be expressed.

Presentation and capability are now separate concerns. NEXT_PUBLIC_CHAT_DISABLED
decides whether the surfaces render; COPILOT_API_KEY decides whether the work
can run, and gates the paths that need it — the Sim Chat block, prompt-job
claims, and inbox access — each failing on its own terms.

The wizard writes the opt-out when you skip the chat key, which is the case this
started from: a fresh self-host that never configured Chat.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* feat(setup): prompt for the chat key in k8s mode

The dev and compose flows minted a chat key and wrote the Chat opt-out
alongside it; k8s did neither, so a cluster install with no COPILOT_API_KEY in
its Helm values rendered a Chat module that rejects every message.

Prompt with the same flow and feed both values into `app.env`, which the chart
already renders as arbitrary container env. Reading the previous release's key
matters here in a way it does not for the file-based modes: `helm upgrade`
without `--reuse-values` keeps only what this document carries, so a key the
user elects to keep has to be re-supplied or it is silently dropped.

Splits the release-values read from the secret-reuse check so both the key and
the secrets come from one `helm get values` call, and carries the mothership
override across for the same mint-here-validate-there reason the other modes
document.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(setup): write app-behavior flags to every env file the app can start from

The wizard wrote the Chat opt-out only to the env file its own mode owns, so
choosing compose put it in the root `.env` while `bun run dev` reads
`apps/sim/.env` and never saw it. Skipping the chat key appeared to do nothing.

Mirror values that change how the app behaves — as opposed to where it connects
— across both targets. Connection settings deliberately do not go through this:
DATABASE_URL and friends differ between the compose stack and a local dev run,
which is why this takes an explicit set of values rather than the whole batch.

The mirrored file is written even when absent, since missing is exactly the case
that stranded the flag, but with seeding suppressed so a compose run leaves a
one-line apps/sim/.env instead of a full .env.example for a stack the user is
not running.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(compose): forward NEXT_PUBLIC_CHAT_DISABLED to the app container

The wizard wrote the flag into the root .env, but compose only passes through
variables the service's `environment` block names — and that block listed
COPILOT_API_KEY without its companion. Skipping the chat key on a Docker install
therefore did nothing: the value sat in .env and never reached the container.

Add the passthrough to all four compose files. Reverts the previous commit's
mirroring into apps/sim/.env, which treated the symptom — each mode writes only
the env file it owns, and that file is now wired correctly.

k8s needs no equivalent: its values flow into `app.env`, which the chart renders
key by key.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(chat): resolve the landing route without blocking on the database

Server-resolving the first workflow meant a session lookup, an access check and
a query had to finish before anything rendered. A slow or unreachable database
left the user on a blank page under a populated sidebar — worse than the
instant redirect it replaced, and with no signal that anything was wrong.

Redirect straight to `/w` instead and let it pick from the workflow list the
layout already prefetches, so the choice costs no round trip and cannot hang.

Repoints the sidebar's primary action rather than hiding it: the slot that
offered "New chat" now offers "New workflow" and creates one, since with Chat
off there is no composer to open but the intent is the same.

Sends the CLI key handoff to signup rather than login. It is reached from a
terminal — usually the setup wizard standing up a fresh self-host — where the
visitor has no account yet. Both auth pages cross-link carrying the callback,
so a returning user is one click from login with their destination intact.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* improvement(chat): address cleanup-pass findings on the Chat gate

Effects: the panel's auto-select effect read the copilot chat list while the
list query was deliberately skipped, took "empty" for "deleted in another tab",
and cleared the user's selection — latching a ref that stopped it ever being
restored. Guarded on the same condition as the handoff listener.

Memo: `/w` filtered workflows through a useMemo whose array dependency was a
fresh `[]` on every render while the query had no data — the exact window the
page exists for — so it memoized nothing and re-fired the redirect effect. Keyed
on the workflow id instead. Same unstable-default problem on the sidebar's chat
list, where it invalidated five downstream memos; given a stable empty constant.

Callback: `handleCreateWorkflow` listed the whole mutation object in its deps,
which TanStack recreates every render. Harmless until this branch wired it into
the top nav, where it defeated `memo(SidebarNavItem)`.

React Query: Recently Deleted still fetched archived chats unconditionally and
offered restores into routes that now 404.

Also surfaces an error state on `/w` — it is the landing route now, so a failed
list fetch would otherwise spin forever behind a log line — fixes a spinner
using a token undefined in dark mode, and trims comments that restated code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(chat): gate workflow creation on write access, pin the key in schedule tests

The zero-workflow landing offered "Create workflow" to every member. Creation
navigates optimistically, so a read-only member was sent to a workflow the
server had already refused to create, with the failure never surfaced. Gate both
entry points — the empty state and the sidebar's "New workflow" row — on the
same `canEdit` check the rest of the sidebar uses, and tell read-only members
who can make one instead of offering an action that cannot succeed.

The schedule-execution tests only passed locally because vitest loads the
developer's own `.env`, which supplied COPILOT_API_KEY; CI has none, so the
prompt-job claim guard skipped the claims those cases assert on. Pin the key
through the env mock so the suite states its own preconditions.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

* fix(setup): name both variables in the chat-key failure hint

The caller writes the Chat opt-out whenever the prompt returns no key, so the
hint's "or set COPILOT_API_KEY yourself" restored capability while leaving the
module hidden — the one path where following setup's own advice does not work.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012ErcRgvi7VQBeKDQ3MBMha

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-31 19:23:24 -04:00
Waleed ed23330f88 feat(knowledge): opt-in hybrid lexical + vector retrieval for KB search (#6124)
* feat(knowledge): hybrid lexical + vector retrieval for KB search

KB search ranked purely on pgvector cosine distance, which retrieves exact
tokens (error codes, ticket keys, identifiers, rare product names) poorly.

Add a full-text leg over the already-present generated `embedding.content_tsv`
column and its GIN index — no migration, no re-indexing — and fuse it with the
vector leg by reciprocal rank. Both legs run concurrently and share the same
visibility and tag-filter predicates; the lexical leg is best-effort and falls
back to vector-only on failure.

Hybrid is the default for every caller. `searchMode: 'vector'` on the internal
and v1 contracts (and an advanced Retrieval Mode dropdown on the Knowledge
block) restores the previous behavior.

Both search routes now share one `executeKnowledgeSearch` dispatch instead of
duplicating the three-branch retrieval logic.

* change(knowledge): make vector the default search mode, hybrid opt-in

Every existing caller — workflow block, v1 API, copilot, guardrail RAG — keeps
its current ranking. Hybrid retrieval is now requested explicitly via
`searchMode: 'hybrid'`.

Also routes the copilot knowledge tool through the shared
`executeKnowledgeSearch` dispatch so all four callers share one retrieval path,
and documents `searchMode` on the public v1 search endpoint in the OpenAPI spec.

* docs(knowledge): document the hybrid retrieval mode

Regenerates the knowledge integration reference for the new searchMode tool
param, and adds a Retrieval Mode section to the knowledge base workflow guide
explaining when hybrid beats vector-only.

* fix(knowledge): stop rank fusion from starving the lexical leg

Rank n in one leg always ties rank n in the other, so ordering the fused list
by score alone let whichever leg was scored first take every tied slot. At
topK=1 that meant a hybrid search returned exactly the vector-only result and
discarded the exact keyword match the mode exists to recover.

Selection now orders by score and drains each tie group round-robin, taking
from whichever leg has contributed fewest rows so far. The lexical leg is
passed first so it wins a total tie, since a chunk the vector leg ranked below
its distance threshold is the case hybrid was opted into for.

* fix(knowledge): credit a shared hit to every leg that returned it

Attributing a row found by both legs to a single leg left the round-robin
owing the other leg a slot it had already been served. With a shared rank-1
hit and topK 2, that evicted the lexical-only row — the exact match hybrid was
enabled to recover — in favor of the vector-only one.

A shared row satisfied every leg that returned it, so every one of them is now
charged for it. Tie-breaking prefers the candidate whose least-served leg has
been served least, which also removes the arbitrary best-rank attribution.

* fix(knowledge): reject a whitespace-only copilot query explicitly

The shared dispatch treats a whitespace-only query as absent and throws when no
tag filters accompany it, where the previous vector-only call would have
embedded the blank string and searched. Tighten the existing guard so the tool
returns its normal message instead.

* fix(knowledge): fan the keyword leg out per knowledge base

The vector leg caps candidates per base once getQueryStrategy sets useParallel,
but the keyword leg always ran one global query with a single LIMIT. Searching
several bases at once let whichever one ranks strongest lexically consume every
slot, so an exact-token hit in a smaller base never reached fusion — the case
hybrid exists to serve.

The keyword leg now uses the same strategy: per-base queries under the same
parallel limit, re-ranked globally on a selected ts_rank_cd. Both legs draw
candidates the same way, so fusion combines rankings over the same pool.

* perf(knowledge): stop the keyword leg detoasting every match's vector

Selecting the cosine distance in the ranking query made Postgres detoast the
1536-dimension embedding and compute a distance for every full-text match
before the LIMIT applied, so cost tracked how common the query term was rather
than topK. On a 20k-chunk base with a term matching every row that was 61,055
buffer hits against 1,030 for the same query without the projection.

Rank on ids and ts_rank_cd alone, then hydrate only the rows that survive the
limit. Same results, and the worst case drops to ~27ms end to end.
2026-07-31 12:42:09 -07:00
Vikhyath MondretiandClaude 7798e83489 feat(function): custom sandboxes (#6071)
* feat(sandboxes): workspace dependency sets for Function blocks

Named package sets a Function block can import from. The server
canonicalizes and hashes the list; E2B prebuilds a content-addressed
template per set, Daytona installs per execution. Create/edit is gated to
Max or Enterprise via the shared workspace entitlement check; execution is
deliberately ungated, so a downgraded workspace keeps running what it
already built.

Also on this branch:

- Extract the duplicated dropdown/combobox option-fetch lifecycle into
  use-fetched-options. Only combobox had the dependency-change reset, so
  every dropdown with dependsOn + fetchOptions cleared its list and never
  repopulated until reopened.
- Collapse the repeated Max-tier entitlement check onto one
  hasMaxTierWorkspaceAccess, shared by inbox, live sync, and sandboxes.
- Resolve a personal payer's block state through getEffectiveBillingStatus
  in getBillingEntityBlockStatus, so the client-side Max gates agree with
  the server-side ones when blockOrgMembers' fan-out is stale.
- Carve the Daytona dependency install out of the caller's execution
  budget instead of stacking on top of it.

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

* chore(db): regenerate the sandboxes migration as 0273

Staging claimed 0271 and 0272 while this branch was out, so the hand-authored
0271_workspace_sandboxes was dropped before the merge and regenerated on top
of the merged schema. Same DDL; drizzle emits plain CREATE TABLE/INDEX rather
than the hand-added IF NOT EXISTS, which matches the repo default — that
idempotent form is only needed for files with CONCURRENTLY ops below an
embedded COMMIT. Regenerating also restores the meta snapshot the
hand-authored migration never had.

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

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

Staging independently claims idx 0273, so remove ours before merging to
avoid an add/add conflict on the drizzle migration index. Regenerated at
the next free index once the merge lands.

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

* chore(db): regenerate the sandboxes migration as 0275

Staging took 0273 and 0274, so the sandboxes DDL lands at the next free
index. The emitted SQL is byte-identical to the dropped 0273.

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

* fix(billing): consolidate the Max-tier entitlement onto one predicate

The Max tier was spelled five ways. The odd one out — `isMax`, defined as
`isPro(plan) && credits >= 25000` — excluded both `team_25000` and
`enterprise`, and it was the sole input to the personal-workspace cap. A
delinquent Max-for-Teams org admin got 1 personal workspace while a
delinquent Max individual got 10. Only free/pro_6000/pro_25000 were tested,
so the two broken tiers were unpinned.

Separately, the server gate and the client `hasUsableMaxAccess` were
independent copies of the same rule. The settings sidebar renders Sandboxes
and Sim Mailer from the client one while the API answers 403 from the
server one, so any drift renders a feature unlocked that the API refuses.

- `MAX_TIER_CREDITS` is derived from the `CREDIT_TIERS` table; `isMaxTier`
  in plan-helpers is now the single definition, shared by the server gates,
  the client derivation, `getPlanTypeForLimits`, `plan-view`, and the cap
- `hasWorkspaceTierAccess(id, predicate, { intent, onMissingWorkspace })`
  becomes the one org-vs-personal payer fork. `intent: 'active-use'` means
  active and not billing-blocked; `'retention'` means active/past_due with
  block state ignored, so the inbox teardown guard keeps its fail-open
  semantics instead of implying them through a duplicated fork
- `isWorkspaceOnEnterprisePlan`'s personal branch now applies the status and
  block checks its own org branch always had, and its TSDoc names its real
  consumer (copilot BYOK, not Access Control)
- the client live-sync gate gained the server's `isHosted` branch, so a
  self-hosted deploy with billing on no longer locks an interval the API
  accepts. It reads both flags directly rather than taking one as a
  parameter the callers sourced from the same module
- `sqlIsPro`/`sqlIsTeam` escape the `_` LIKE wildcard, matching the already
  correct hand-rolled filter in seat-drift
- deletes the `TERMINAL_SUBSCRIPTION_STATUSES` and `ENTITLED_STATUSES`
  shadow constants, and corrects three test mocks that asserted `trialing`
  was entitled or usable

`max-tier-parity.test.ts` asserts the client and server answers match for
every plan name. Both new guards were checked against the old code: the
parity test fails 3 assertions with the previous predicate, and the
self-hosted test fails without the `isHosted` branch.

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

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

Staging has claimed 0275 (table_views) and 0276 (drop_legacy_folder_tables)
since the last merge, so our 0275_workspace_sandboxes collides on the index.

Dropping ours first — the .sql, meta/0275_snapshot.json, and the journal
entry — leaves packages/db/migrations byte-identical to the merge-base, so
the merge sees no add/add conflict at all. Regenerated on the far side.

Ours is the droppable side: plain additive DDL with no hand edits, which
drizzle reproduces exactly. Staging's migrations are hand-written and must
survive.

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

* chore(db): regenerate the sandboxes migration as 0277

Staging claimed 0275 (table_views) and 0276 (drop_legacy_folder_tables), so
the sandboxes migration dropped before the merge comes back on top as 0277.

The emitted SQL is byte-identical to what was dropped — the original had no
hand edits, so there is nothing to reapply. It is purely additive: two enums,
sandbox_image and workspace_sandbox, their two FKs and six indexes. That it
regenerated unchanged also confirms the schema.ts auto-merge was correct —
had it lost staging's legacy-folder-table drops, drizzle would have emitted
CREATE TABLE for them here.

Snapshot chain is continuous (0273 -> 0277, each prevId matching the previous
id) and the table counts track the DDL: 100 -> 101 (table_views) -> 99
(legacy folder tables dropped) -> 101 (the two sandbox tables).

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

* feat(sandboxes): gate on the enterprise feature flags, drop the rollout switch

Sandboxes shipped behind `custom-sandboxes`, an AppConfig rollout flag falling
back to a `CUSTOM_SANDBOXES` secret. That made it the only Max-gated surface
with no self-hosted path: `INBOX_ENABLED` can force Sim Mailer on for an
operator running their own billing, and `ENTERPRISE_ENABLED` turns on the
other nine features at once, but neither reached sandboxes. A self-hoster had
to find a separately-named variable that was not part of that family, and one
running with billing enabled could not enable it at all.

Sandboxes now joins the enterprise feature set and the rollout flag is gone:

- `sandboxes` is an `EnterpriseFeature` with `SANDBOXES_ENABLED` and its
  `NEXT_PUBLIC_` twin, so the master switch and the per-feature override both
  reach it like every sibling
- `hasWorkspaceSandboxAccess` takes the inbox's shape exactly — the override
  wins, then a deployment without billing is unrestricted, then the workspace
  payer needs usable Max or Enterprise
- the settings nav gains `selfHostedOverride`, so the section resolves through
  the same path as Sim Mailer instead of a second entitlement AND-ed in
- `custom-sandboxes`, the `CUSTOM_SANDBOXES` secret, the now-unreachable
  `SANDBOXES_UNAVAILABLE` 403 copy, and the route's kill-switch branch are
  deleted

Its legacy default is `true`, matching `inbox`: the gate already returns true
whenever billing is off, so `false` would leave the nav override disagreeing
with the gate that answers the request. Self-hosted builds run on the
operator's own E2B/Daytona credentials, so there is no Sim-side cost to
withhold — the docs now say so, since enabling the feature without a provider
configured is the obvious trap.

The new gate tests run with billing enabled on purpose; the `!isBillingEnabled`
bail would otherwise answer every case and hide whether the override is wired.
Verified by deleting the override line — exactly the one assertion fails.

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

* fix(sandboxes): let the language menu match its trigger width

`matchTriggerWidth={false}` exists for the opposite case — a narrow trigger
whose option labels would truncate, letting the menu grow past it. The language
field is a full-width form control with two short labels, so the override
shrank the menu to "JavaScript" and pinned it to the right edge instead.

The default (`true`) is correct here. Every other consumer passing `false` is a
genuinely narrow trigger — a role picker in a member row, a table filter chip.

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

* fix(sandboxes): re-queue a build when resolution finds the image unusable

`ensureSandboxImage` only ran when a sandbox was saved, so resolution treated
an unusable image as terminal and told the user to go fix a definition that was
never wrong. Three states stuck permanently until someone re-saved in Settings:

- a build that failed
- a build whose worker died mid-flight, stranding the row in `building`
- every sandbox created while the deployment ran a `runtime` provider, after a
  switch to a `prebuilt` one — `runtime` writes no image rows at all, so the
  whole fleet resolved to "no completed build" with nothing to repair it

Resolution now re-queues through the registry's existing idempotent entry point
before failing, and says a build is on its way instead of pointing at Settings.
The conflict guard already claims only a `failed` row or a stale `pending`/
`building` one, so executions arriving during a healthy build enqueue nothing —
no thundering herd from a hot workflow.

The registry is imported dynamically for the same reason `sandboxDb` is: it
pulls `@sim/db` into the static graph, which this module keeps out of the
executor bundle. That also avoids a cycle, since the registry imports
`invalidateSandboxResolution` from here. A repair that itself fails is logged
and swallowed — it must never replace the build error naming the sandbox.

Verified by deleting the repair call: exactly the three new assertions fail.

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

* improvement(sandboxes): let the picker show just the sandbox name

The label read "Test · Python · 1 package". The block's own list is already
scoped to the language its sibling `language` subblock selects, so the language
repeated on every row said nothing, and the package count is decoration next to
the name that identifies the sandbox.

The language stays for the one caller that cannot filter — agent tool-input
renders this field under a synthetic id where the sibling `language` value is
unreachable, so its list spans both languages and the name alone is ambiguous.
That is the same missing value which disables filtering, so `showLanguage` is
derived from it directly rather than passed independently and left to drift.

A failed build is still marked: that suffix is the difference between a
selection that runs and one that does not.

Passing the flag also means dropping `.map(toSandboxOption)` for an explicit
arrow — `Array.map` hands the index to the second parameter.

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

* fix(sandboxes): show the sandbox name on the block card, not its uuid

The card printed "443f4934-26ab-44ab-8...". `resolveDropdownLabel` only reads a
subblock's static `options` array, and the sandbox picker is a `combobox` whose
options load asynchronously, so its array is empty and the raw stored id fell
through to the label.

Resolved the same way skills and tools already are: a `resolveSandboxLabel` in
the display layer, fed from the shared sandbox list query — the same cache entry
the picker reads, so this adds no request.

Two deliberate scopings:

- the query is subscribed only for the sandbox row. `SubBlockRow` is memoized
  per subblock, and the list query polls while a build is in flight, so an
  unconditional hook would re-render every row on the canvas on each poll tick
- the resolver matches the field id, not just the type. There is no dedicated
  subblock type for it, and matching `combobox` alone would relabel unrelated
  pickers

An id with no matching sandbox resolves to null rather than a guess, so a
deleted sandbox falls through to the caller's placeholder. The template preview
surface is left alone: it is explicitly hook-free and passes empty lists for
tools and skills too.

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

* fix(sandboxes): hide the Sandboxes section with no provider configured

Entitlement decides whether a workspace may author sandboxes; nothing decided
whether anything could run one. A self-hosted deployment with SANDBOXES_ENABLED
but no E2B or Daytona credentials got a fully functional tab whose output no
Function block could select — the picker is gated on the provider vars, the tab
was not.

Both navigation planes now drop the section when neither
NEXT_PUBLIC_SANDBOX_ENABLED nor the pre-Daytona NEXT_PUBLIC_E2B_ENABLED is set —
the same pair the picker's `showWhenEnvSet` reads, so the two cannot disagree.
Dropped rather than locked: an upgrade does not conjure a provider.

The unified plane drops it in `buildUnifiedSettingsNavigation` rather than in the
sidebar's filter, because the sidebar's `selfHostedOverride` short-circuit runs
before its `requiresMax` check and would have revealed the tab anyway. It reads
the browser twins, not the server's `isRemoteSandboxEnabled`, since this module
renders on both sides.

The predicate is a function, not a module constant, because the constant form was
untestable and ambient: the env mock falls through to `process.env`, and
`apps/sim/.env` (gitignored, so absent on CI) sets NEXT_PUBLIC_E2B_ENABLED=true.
The nav tests passed locally and failed 6 assertions with the flag cleared. They
now pin both flags, so the suite is identical with and without a local env file —
verified by running it both ways.

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

* docs(sandboxes): correct three claims the code no longer makes

The Sandboxes section described behavior two commits on this branch changed, and
led with an internal detail no reader needs.

- entitlement is no longer Max/Enterprise only: self-hosted deployments unlock
  sandboxes with SANDBOXES_ENABLED, and the section is hidden outright when a
  deployment has no sandbox provider, which is the state a self-hoster is most
  likely to hit and least likely to diagnose
- a build that is not Ready is no longer terminal. It is queued again on the next
  run, so the advice is to wait and re-run, not to go edit a package list that
  was never wrong
- deleting a sandbox frees its build once nothing else references it. Builds are
  shared by content, so this is the one place a reader could reasonably assume
  deletion is immediate

Dropped the `ModuleNotFoundError` aside: what the old code did instead is not
something a reader needs to know to use the feature.

The page is hand-written — `function` has category 'blocks' and is absent from
`NATIVE_RESOURCE_BLOCK_TYPES`, so generate-docs skips it and these edits will not
be overwritten.

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

* feat(sandboxes): release the provider image when nothing references it

Deleting a sandbox only removed its row, leaving the built template in E2B until
the 30-day retention sweep — up to a month of paying to store an image nothing
could select. Editing a package list had the same effect on the old content
address, which is the more common case since every edit re-points the sandbox.

`releaseSandboxImage(specHash)` now deletes the provider image and its row from
both paths. It reuses the sweep's provider call and its ordering: image first,
row second, so a refused delete leaves the row for the sweep to retry rather than
orphaning a remote template nothing points at.

Two guards make eager deletion safe:

- builds are keyed by content, not by workspace, so two workspaces declaring the
  same package list share one image. The release no-ops while any sandbox still
  references the hash — otherwise one workspace's delete would break the other's
- an in-flight build is left alone rather than raced; the sweep collects it once
  it settles

Called detached from both routes. The row is already committed by then, so the
user's action has succeeded whatever the provider says, and awaiting would hold a
UI delete open on a remote call the sweep would retry anyway. Every failure inside
is logged and swallowed for the same reason.

E2B's delete verified against their API reference: DELETE /templates/{templateID}
with X-API-Key, 204 on success. The existing implementation already matched, so
this commit only adds the call sites and the guards.

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

* fix(sandboxes): rate-limit the automatic rebuild, drop the one-off status dot

Two follow-ups to the resolution repair.

The repair had no rate limit. `ensureSandboxImage` re-claims a `failed` row on
sight, and a bad package name fails in seconds, so the in-flight guard never
closed the window: a workflow on a one-minute schedule would enqueue a build a
minute against a package list that will never resolve, each one real provider
build compute. Before the repair existed resolution simply threw, so this was
introduced with it.

The two callers want different things, so the cooldown is opt-in. A save is a
person explicitly asking for another attempt and still retries immediately;
resolution passes `FAILED_BUILD_RETRY_COOLDOWN_MS` and gets at most one attempt
per window no matter how often the workflow runs. Ten minutes: long enough that
per-minute runs cannot drive per-minute builds, short enough that a transient
registry outage clears within the hour.

The status line loses its colour dot. `size-[6px] rounded-full` appeared in
exactly one file in the repo, so it was a new primitive rather than a pattern,
and it duplicated state the text colour already carries — the label now turns
`--text-error` on a failed build, which is what every other status row in
settings does. `ChipTag` was the wrong home for this: its variants are
`mono`/`invite`, with no semantic tone, so a status version would have meant
overriding its chrome from the consumer.

Also corrects the docs line this changes: a failed build is retried periodically,
and saving is the way to retry now, so "wait a moment and run again" no longer
describes it.

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

* fix(sandboxes): claim the image row and its reference check in one statement

Greptile P1. Reading references in one statement and deleting in another left a
window — a wide one, since a provider delete is a network call — where a second
workspace could declare the same package list, inherit the `ready` row, and have
its next run fail against a template already on its way out. Content addressing
is what makes that reachable: the image is shared, so one workspace's delete can
strand another's sandbox.

The reference check now lives in the conditional DELETE itself, so winning the
delete is the proof that nothing referenced the hash. A workspace that adopts the
hash first makes the delete match nothing and the release becomes a no-op.

Claiming the row before the provider call would otherwise strand a template
nothing points at if the provider then refused, so that path puts the row back
and the retention sweep inherits the retry — the same property the previous
ordering had.

The sweep is deliberately left as it is: its equivalent window needs a hash
unreferenced AND unused for 30 days, and its provider-first ordering encodes the
documented retry-on-refusal behaviour this path now reproduces explicitly.

No transaction is opened. The provider call sits between discrete statements
rather than inside one, so no pooled connection is held across it — which is why
this uses a conditional delete instead of the repo's `pg_advisory_xact_lock`
pattern, whose lock only releases at commit.

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

* fix(sandboxes): route the retention sweep through the same image claim

Cursor and Greptile both flagged the sweep as still carrying the interleaving
just fixed in releaseSandboxImage, and they are right — the reason given for
leaving it alone last round does not survive scrutiny.

That reason was that provider-first ordering encodes retry-on-refusal, so making
the claim atomic would trade a race for an orphaned template. The release path
already answers that: claim the row, and put it back if the provider refuses. The
sweep can have both properties too.

The rarity argument was also weaker than stated. The sweep nominates up to 200
candidates and then works through them eight network deletes at a time, so its
check-to-delete gap is seconds to minutes — wider than the window that was just
closed, not narrower.

Both callers now share `claimAndDeleteImage`, which owns the whole contract: the
unreferenced check lives inside the DELETE, the provider call runs only after the
claim succeeds, and a refusal restores the row. Having written that ordering twice
is what let the two paths drift, so it exists once now.

The sweep's query becomes a nomination step only. Its retention cutoff is passed
into the claim rather than trusted from the earlier read, so a candidate that
stops qualifying mid-sweep fails its claim and is skipped instead of losing its
image.

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

* fix(sandboxes): rebuild a hash adopted while its image was being deleted

Greptile's third pass on this path, and a case the previous two did not cover:
the adopter starting a *fresh build* rather than inheriting a ready row.

Claiming removes the registry row, so between that and the provider delete
finishing, a workspace can declare the same package list, get a new row, and start
a build under the same content-derived imageRef — which the in-flight delete then
removes.

The window itself is inherent. The registry row and the provider template are two
systems with no shared transaction, so it can be narrowed but not closed. A Redis
lock would not close it either: acquireLock returns true when Redis is absent, so
it cannot be a correctness guarantee for self-hosted. Holding a Postgres advisory
lock would, but only by pinning a pooled connection for the length of a provider
call, which is a worse trade.

What was avoidable is the adopter finding out the slow way. Its row is new and
healthy-looking, so nothing noticed: resolution only repairs a row that is missing
or failed, and a failed one waits out the retry cooldown first. The release path
now re-checks after the delete and re-enqueues, so the rebuild starts immediately
instead of one failed run plus a cooldown later. A build already in flight is left
to the conflict guard, since it may still outlive the delete.

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

* fix(sandboxes): reclaim a ready row whose image was deleted underneath it

Greptile found the hole the previous commit left, and it is the case that made the
claim in that commit's message wrong: this one is permanent, not transient.

If a re-adopted hash reaches `ready` before the in-flight provider delete lands —
plausible, since E2B layer caching can rebuild an identical spec in seconds — the
row looks healthy while its imageRef points at nothing. Resolution repairs a row
that is missing or failed, never one claiming to be ready, so nothing recovers it.
The sandbox stays broken until someone re-saves it by hand.

`rebuildIfReadopted` called `ensureSandboxImage` with no options, whose conflict
guard reclaims only a failed or stale in-flight row, so it silently did nothing in
exactly that case.

The release path now passes `imageKnownGone`, which widens the re-claim to any
settled row rather than only a failed one. It is the one caller that knows the
image is gone regardless of what the row says. An in-flight build is still left
alone: it either recreates the template it was building or fails into the normal
repair path, and resetting it would only add a duplicate build.

The three ways a settled row may be re-claimed now sit in one `settledRebuildBranch`
helper — any settled row when the image is known gone, a failed one after the
cooldown for an automatic caller, a failed one immediately for a person — because
inlining the third case is what hid the gap.

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

* fix(sandboxes): let a same-spec save retry a failed build

Cursor Bugbot. `scheduleSandboxBuild` sat inside the changed-hash branch, so a save
that did not alter the package list never reached the registry. The comment above
it described the opposite — that an unchanged spec finds a ready row and enqueues
nothing — which is what `ensureSandboxImage` does, but only if it is called.

That made the docs wrong too. They tell a reader to save the sandbox again to retry
a failed build immediately, and this branch is exactly why that did nothing: the
only way to retry was to edit the package list into a different hash, which is not
what someone recovering from a transient registry failure wants to do.

The call is now unconditional and the registry decides what a save costs, which is
what its conflict guard is for: a ready or in-flight row is left alone, a failed one
is re-claimed at once. Releasing the previous image stays behind the hash check,
since only a changed hash orphans one. Cache invalidation is unchanged —
`scheduleSandboxBuild` already does it, which is why the else branch existed.

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

* docs(sandboxes): correct the image cache's staleness invariant

Cursor Bugbot found that a released image can still be served from another
replica's cache. The finding is real, and the reason it went unnoticed is that the
cache documented an invariant which eager release quietly broke.

It claimed a `ready` row is terminal for its spec hash, so a cached hit could not
go stale in a way that matters. That held while the only ways a row changed were an
edit (new hash) or a delete (caught by the `workspace_sandbox` read). Releasing an
image eagerly made a `ready` row disappear with the hash unchanged, so the premise
no longer holds and the comment was actively misleading to the next reader.

No behaviour change here — the exposure is bounded at IMAGE_TTL_MS on replicas
other than the one that ran the release, and it self-heals once the entry expires
and the row read finds nothing. Closing it properly needs cross-replica
invalidation or a provider-error path that invalidates on "template not found",
both of which are larger than a review fix; the comment now says so instead of
implying the problem cannot exist.

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

* docs(sandboxes): note that a JavaScript sandbox needs an import to apply

Cursor Bugbot pointed out that `useRemoteSandbox` keys on detected static
import/require and never on the selected sandbox, so JavaScript without one runs
locally and the selection has no effect.

Keeping the behaviour: honouring the selection would force those blocks remote,
and the large-value-ref guard immediately below would then reject code that runs
fine today. Documenting it instead, next to the picker, since a selection that
silently does nothing is only surprising if nothing says so.

Python is unaffected — it always runs remotely, so its sandbox always applies.

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

* fix(sandboxes): stop create mode surviving a return to an open sandbox

Cursor Bugbot. Create mode and having a sandbox open are mutually exclusive, but
nothing enforced it, so both could be set at once — and the screen then lied about
which sandbox its Delete pointed at.

With `isCreating` true and `selectedId` restored, `baseline` is null, so the editor
renders an empty "New sandbox" form, while the Delete action is built from
`selected` and still targets the restored sandbox. An admin looking at a blank
create form could delete a sandbox it never named.

Two ways in, both closed:

- Browser Forward after starting a new sandbox restores `selectedId` without going
  through `closeEditor`. The render-time sync that already drops a stale draft now
  also leaves create mode, which is the same class of correction and the reason
  that block exists.
- "New sandbox" set `isCreating` without clearing `selectedId`, so the same
  contradiction was reachable without touching history at all. It now clears the
  selection, with `history: 'replace'` because switching mode is not a destination.

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

* fix(ci): pin the sandbox flag in the second nav catalog test, bump the chart

Two CI failures, both mine.

`app/workspace/[workspaceId]/settings/navigation.test.ts` asserts the unified
catalog and was left on ambient env. Dropping the Sandboxes section without a
sandbox provider made it 26 items instead of 27 on CI, which has no
`apps/sim/.env` — the same trap already fixed in the sibling
`components/settings/navigation.test.ts`, in the one file that was missed.

Fixing it needs `vi.hoisted` rather than the sibling's `beforeEach`, because this
file reads `allNavigationItems`, built once at module load; a hook would run after
the value it is trying to influence already exists.

The chart gate is separate: this branch adds sandbox settings to
`helm/sim/values.yaml`, and the workflow requires a Chart.yaml bump whenever
`helm/sim/**` changes. Additive config, so 1.3.0 -> 1.4.0 by SemVer.

Verified by running the whole suite with the flags forced off, not just the two
navigation files — no other test depends on a local env file.

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

* fix(sandboxes): keep the row restore to a refused delete only

Cursor and Greptile, independently, on the same code. `deleteImage` and
`rebuildIfReadopted` shared one try/catch, so a rebuild failure after a *successful*
provider delete was handled as if the provider had refused: the catch put the
claimed row back, `ready` status and all, pointing at a template that no longer
exists.

That is the one state resolution cannot repair — it fixes a row that is missing or
failed, never one claiming to be ready — so it reintroduced the permanent breakage
an earlier commit had just closed, through the error path rather than the happy one.

Restoring now belongs strictly to a refused delete. Once the template is gone the
row stays gone, and the rebuild runs past that catch. The rebuild also swallows its
own failures: it follows a delete that already succeeded, so it must not be reported
as a failed release, and inside the sweep it must not reject the rest of its chunk.
The adopter's next run still reaches the normal repair path.

The regression test drives a rebuild failure and asserts no row is restored. It
fails against the original shape — rebuild inside the shared try, no inner catch —
which is what the two reviewers were describing.

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

* fix(sandboxes): drop the dead row when a re-adopt rebuild cannot be scheduled

Greptile, one layer under the previous fix. Making the post-delete rebuild swallow
its own failures kept it from being reported as a failed release, but left the
adopter's row claiming a `ready` image whose template is already deleted — the one
state resolution cannot repair, since it rebuilds a row that is missing or failed
and never one that says ready.

So the row is now dropped when the rebuild does not take. That turns the adopter
into the missing-row case, which the next execution repairs on its own, instead of
a sandbox that stays broken until someone re-saves it by hand. A failure to drop it
is logged at error, because at that point two writes in a row have failed and there
is nothing further this path can do.

Also gives the release tests a default "nothing re-adopted" select. Without it the
rebuild threw on an unstubbed mock and the cleanup delete overwrote the predicate
the claim assertions read, so two of them were passing on the wrong statement.

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

* feat(sandboxes): repair a missing image at create, where the truth is observable

Six review rounds narrowed the window between deleting a shared template and
another workspace adopting its content hash, and each fix exposed the next facet.
They all share a cause: the registry row and the provider template are two systems
with no shared transaction, so any scheme that keeps them in step is guessing.

Create is the one step that does not have to guess. It either gets a sandbox or it
does not, so a `ready` row pointing at a deleted template now corrects itself the
first time it is used, rather than needing someone to re-save the sandbox.

- `SandboxImageBuilder.isMissingImage` asks the provider to classify its own
  failure. Prebuilt-only, because a runtime provider has no image to miss
- E2B answers it off `NotFoundError`, which the SDK maps from a 404. The only
  resource a create names is the template, and the two subclasses that describe
  other calls — a missing file, an exited sandbox — are excluded. The classifier
  stays deliberately narrow: treating auth or rate-limit failures as a missing
  image would turn a provider outage into a build storm
- `repairMissingSandboxImage` invalidates the cache, rebuilds with
  `imageKnownGone` (no cooldown, since this observed the image is gone rather than
  inferring it), and returns copy telling the author to run again
- `ResolvedSandbox` carries `specHash` so the failing execution can name what to
  rebuild

This subsumes the open facets rather than adding another guard beside them: the
stale per-replica cache, an adopter left `ready` against a deleted ref, and a
rebuild that never took all end at the same place — the next run repairs itself.

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

* fix(sandboxes): key the build trigger by attempt, not by spec

Cursor Bugbot. The Trigger.dev idempotency key was the content address alone, so a
second attempt at the same spec was deduped against the first: the SDK returns the
finished run instead of starting one, and the row that `ensureSandboxImage` just
flipped to `pending` sits there with no worker. Nothing can re-claim a `pending`
row until it goes stale, so a retry inside the 5-minute TTL did nothing for the
next half hour.

That silently disabled every repair path — save-to-retry, which the docs name
explicitly, and both the resolution and create-time rebuilds.

The key's own comment already said it exists "to collapse concurrent saves of the
same spec into one build, not to suppress a retry after one failed". The conditional
update above it is what actually collapses concurrent saves: only one caller gets a
row back, so only one ever reaches the trigger. Keying by the claim's `updatedAt`
keeps that property and makes each genuine attempt distinct, while a duplicate
delivery of one attempt still collapses.

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

* feat(sandboxes): create a sandbox from the picker, and fix three UI papercuts

The Function block's sandbox field now pins a "Create Sandbox" row above its
options, matching the "Create Skill" / "Create Tool" rows it sits beside, so
authoring a package list no longer means leaving the workflow for Settings. The
row is declared by the field (`createAction`) rather than hardcoded by id;
block configs are read by the serializer and executor, so the name maps to a
modal in the picker rather than carrying a component.

Two things the modal has to get right. It seeds the new sandbox's language from
the sibling the list is scoped by, or a sandbox created off a JavaScript block
would land in the Python list and vanish. And the created option is held locally
until a real fetch carries it, or the field would sit on a raw uuid until
hydration answered.

Also:
- The Sandboxes icon was the Logs block's icon (`blocks/blocks/logs.ts`), in
  both the settings nav and the list rows. It is the Function block's now.
- "Default image (no extra packages)" claimed something untrue: E2B and Daytona
  base images both ship with packages installed.
- A new sandbox opened in Python while the Function block defaults to
  JavaScript. The test pins the two together rather than the literal.

Draft shape and helpers moved out of the editor component into `utils.ts` —
three consumers now, and it makes the defaults testable without a DOM.

* feat(settings): one Max-plan wall, and give the create modal the same one

The create-sandbox modal answered a non-Max workspace with a red line under a
form it could never submit, and no way to act on it. It now renders the same
wall the Settings > Sandboxes tab does — heading, one sentence on what the plan
unlocks, and an Upgrade to Max chip — instead of the fields.

That wall existed twice already (sandboxes and Sim Mailer), so this extracts it
rather than adding a third copy. `SettingsUpgradeNotice` owns the copy rhythm
and the route, and `compact` trades the page's full-height centering for a
modal's. Both settings consumers now compose it; neither keeps its own markup.

The action lands on billing, which `resolveSettingsHref` already redirects to
the plan-comparison page for a member who cannot manage billing — so it is a
route to explore plans, never a dead end. The chip stays hidden for non-admins,
exactly as the settings pages had it.

A non-admin on an entitled workspace gets the muted reason rather than the
upgrade wall: buying a plan is not what is in their way.

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-30 16:33:35 -07:00
Waleed 0f1279979a fix(folders): stop archived rows skewing sortOrder, hide them from admin, and cover the two untested modules (#6062)
* fix(folders): stop archived rows skewing sortOrder, hide them from admin, and cover the two untested modules

nextFolderSortOrder returned min - 1 over ALL rows including soft-deleted ones,
so every delete ratcheted the floor further negative and never recovered — an
archived folder at -400 forced the next new folder to -401 forever. Both minima
(folders and child resources) now see only rows a user can still see, which is
how the Files path has always worked.

The admin workspace-folders endpoint counted and paginated soft-deleted folders,
so an operator saw phantom folders and an inflated total, disagreeing with every
user-facing list.

Adds naming.test.ts and queries.test.ts. Both modules had zero tests and are
mocked at every call site, so their bodies executed in no test anywhere. That
left unasserted the two bug classes that caused real defects in the folder
migration: the suffix sequence (must start at (1) and skip taken suffixes) and
resourceType scoping on the id-keyed lookups, where a missing clause silently
files a knowledge base under a table folder.

Every assertion is mutation-checked. The first version of the sortOrder test was
vacuous — for a root folder the parent condition is itself an isNull node, so a
presence-only check passed with the soft-delete filter deleted; it now asserts
the specific column.

* refactor(testing): share the drizzle condition-tree helpers

Asserting on WHERE clauses is the only way to pin a filter the row-queue mocks
cannot enforce — a mock returns whatever was queued regardless of the predicate
— so this pattern spreads to every test that guards a query's scoping. It had
reached five local copies of the same flatten/has pair, four of them added by
the tests in this branch.

Moved to @sim/testing beside createMockSqlOperators, whose output shape they
parse, so the helper and the node types it depends on live together.
2026-07-29 14:50:23 -07:00
Waleed 4793607ee9 chore(db): drop the legacy folder tables and adopt the deferred folder_id FKs (#6051)
* chore(db): drop the legacy folder tables and adopt the deferred folder_id FKs

Contract migration closing out the generic-folders cutover: drops workflow_folder
and workspace_file_folders, and adopts the two folder_id foreign keys 0272
deliberately deferred.

Runs a final INSERT-ONLY reconcile first so no stranded legacy folder is lost by
the drop. Insert-only because 0272 deliberately renamed 47 workflow folders to
dedupe them, and an upsert would revert all 47. In production this is a no-op
(verified 0 stranded); it exists for deployments that never ran the post-drain
reconcile as an operational step, self-hosted upgrades above all.

Hand-written rather than drizzle-generated: the generated form drops the tables
BEFORE adding the FKs with no step to re-root unresolvable folder_ids, so one
dangling id fails ADD CONSTRAINT after the legacy data is already gone; it also
validates the FK inline, holding ACCESS EXCLUSIVE across a full scan of the
1.7M-row workspace_files, and uses DROP TABLE CASCADE. The generated snapshot is
kept so drizzle-kit generate reports no schema changes.

Every re-root path dedupes, because all three destinations are partial unique
indexes keyed on a coalesced nullable column: folder, workflow, and
workspace_files. Parents must also be reachable — an active row re-roots off a
soft-deleted parent, while a soft-deleted row may keep one.

Also hardens the retention sweep, which the new ON DELETE SET NULL exposes: a
surviving active child re-rooted by the FK can collide at the workspace root,
and chunkedBatchDelete turns that 23505 into a permanent per-chunk stall. The
folder cleanup target now renames children first, covering workflows, files and
subfolders, re-asserts eligibility so a restore mid-batch is not stripped, and
treats the deduplicated name as a hint since both allocators can return a
colliding one.

* fix(db): stop the re-root dedupe renaming personal workflows

workflow.workspace_id is nullable, and NULL is treated as EQUAL by PARTITION BY
but UNKNOWN by the = in base_taken. So for personal workflows rn incremented
across the group while no collision was ever detected: the dedupe could only
fire spuriously, renaming a user-visible workflow that needed no rename, since
the unique index treats NULL workspace_id rows as distinct anyway. The file
block already carried the equivalent guard.

Also gives step 1's inserts ON CONFLICT (id) DO NOTHING. It restates the
stranded guard, closing the window between that read's snapshot and the index
check — an operational re-run of 0274, or a live pod, committing into folder
mid-statement would otherwise raise 23505, and migrate.ts retries only 55P03.
0272 and 0274 were already written this way; step 1 was the exception.

Corrects three comments that claimed more than the code delivers: the header's
'no legacy folder is lost' (an id already present under another resource_type
cannot be rescued), the reachability note (a cycle among stranded rows survives
a per-row parent check), and a note made stale by the ON CONFLICT above.
2026-07-29 12:25:39 -07:00
Theodore Li e369997eac fix(db): encode Date binds in raw sql, document the fetch_types contract (#6040)
* fix(db): encode Date binds in raw sql, document the fetch_types contract

* fix(testing): drop template placeholders from mock error message for biome
2026-07-29 13:06:34 -04:00
Waleed 5b7cf99126 feat(folders): add the generic resourceType-driven folder engine (#6037)
- Replaces the workflow-hardcoded folder orchestration with a config-driven engine: one implementation parameterized by `FOLDER_RESOURCES`, with `lib/workflows/orchestration/folder-lifecycle.ts` reduced from 620 lines to thin wrappers so no existing caller moved
- Threads `resourceType` through all four folder routes and the React Query keys; contract widened to `workflow | knowledge_base | table`
- Folder locking moved behind a `supportsLocking` capability rather than scattered `resourceType === 'workflow'` checks
- Folder restore now matches dependents by the cascade timestamp, so a schedule or webhook archived independently before a folder delete stays archived (deliberate behavior change, documented in the PR)
- 25 cascade tests including a fixed-statement-count assertion guarding against N+1 regressions
2026-07-28 19:29:07 -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
Waleed 60f2d031b0 feat(folders): move workflow folders onto the generic folder table (#6025)
- Repoints every workflow-folder read and write from `workflow_folder` to the generic `folder` table backfilled by migration 0272, scoped to `resourceType = 'workflow'`; the legacy table is left in place, unread and unwritten
- Adds the resourceType filter to id-keyed lookups too: UUIDs cannot collide, but a caller could pass a file/kb/table folder id as a workflow folderId
- Handles the generic table's active sibling-name unique index, which `workflow_folder` never had — 409 on create/rename, auto-suffix on restore and duplicate, mkdir -p reuse on admin import
- Scopes the shared soft-delete cleanup job so it cannot hard-delete other resource types' folder rows
- Drops the dead createFolderRecord/updateFolderRecord/deleteFolderRecord helpers
2026-07-28 17:43:38 -07:00
Theodore Li 3d72ab3d13 fix(cleanup): bind array params as arrays, not expanded value lists (#6010) 2026-07-28 19:21:22 -04:00
Waleed cb3611bad2 feat(folders): add resource pinning and generalize the folders contract (#6014)
- Adds per-user pinning for workflows, files, knowledge bases, and tables: new `pinned_item` table, `/api/pinned-items` routes, React Query hooks, and a shared `PinButton` wired into Tables, Knowledge, and Files with pinned-first ordering
- Adds the generic `folder` table with an idempotent, replay-safe, collision-aware backfill from `workflow_folder` and `workspace_file_folders`; no cutover yet, folder reads still go through a documented legacy adapter
- Moves `folderSchema` to the generic vocabulary (`resourceType`, `deletedAt`) and drops the unused `color`/`isExpanded`
2026-07-28 14:42:11 -07:00
Waleed 23bc210bf8 fix(seo): noindex non-production sim.ai hosts, redirect indexed 404s (#5988)
* fix(seo): noindex non-production sim.ai hosts, redirect indexed 404s

Non-production deployments (dev.sim.ai, staging.sim.ai) serve the same
build as www.sim.ai and were fully crawlable. Send X-Robots-Tag noindex
for those hosts, and 301 seven marketing paths that an external SEO
audit found returning 404.

* fix(seo): parse only the first entry of a comma-joined forwarded host

A multi-value x-forwarded-host survives the port split intact, so
endsWith('.sim.ai') matched on the trailing entry and could apply
noindex to the canonical site. Normalize with the same
split(',')[0].trim() the rest of the repo uses for forwarded headers.

* fix(seo): drop the /security redirect, complete the urls test mock

security.txt advertises /security as its RFC 9116 Policy URI, so a
permanent redirect to marketing would mislead that link and shadow a
real policy page added later.

urlsMock is installed globally and documents itself as carrying every
real export, but was missing CANONICAL_SITE_HOST and
isNonCanonicalSimHost — any test loading proxy.ts would have called
undefined in track().
2026-07-27 16:33:22 -07:00
Theodore Li ae49070bea fix(slack): stop requesting the unapproved scopes, gate them behind an opt-in flag (#5977)
* fix(slack): stop requesting the unapproved mention/assistant/DM scopes

* feat(slack): gate the approval-pending scopes behind an opt-in env flag
2026-07-27 14:48:45 -04:00
Theodore Li 0dcbc56ef6 feat(tables): per-table mutation locks (schema/insert/update/delete) (#5960)
* feat(tables): per-table mutation locks (schema/insert/update/delete)

Adds four independent, admin-only locks to a table so a workspace can make it
append-only, read-only, or schema-frozen. Enforced at the lib/table service
layer rather than the routes, so the API, workflow blocks, and Mothership (which
calls the services directly) are all covered by one assert. Violations return
423; changing a lock requires workspace admin and returns 403.

* fix(tables): address review — CI snapshot, lock-aware jobs, UI gating

- Add the drizzle meta snapshot the hand-written migration was missing, which
  made CI regenerate the lock columns as a phantom 0271
- Stop a queued or retried delete/update job that starts after its lock is
  enabled; a run that has already committed pages still finishes, since pages
  are never rolled back and aborting would leave an uncancelled half-done state
- Map TableLockedError to 423 on the internal single-row DELETE (was a 500)
- Gate the lock settings UI behind NEXT_PUBLIC_TABLE_LOCKS so it can't open
  onto a Save that 403s against the server-side flag
- Respect the delete lock on column drops in the grid, matching
  assertColumnDestructive, instead of failing only on click

* fix(tables): close lock gaps in async import and undo/redo

- Assert insert (and delete for replace) at the start of the import worker.
  Replace deleted every row before the first insert assert, so an insert-locked
  table was wiped and then failed, leaving it empty.
- Run the delete/update worker start checks through assertRowDelete /
  assertRowUpdate instead of reading the lock flags directly, so the worker and
  its enqueue site apply identical rules — including the workflow-column
  exemption a bulk update was being cancelled despite.
- Make undo/redo verb mapping direction-aware for column ops: dropping or
  retyping a column needs the delete lock clear too, matching
  assertColumnDestructive, so those steps are skipped instead of stranded.

* fix(tables): stop locks over-blocking workflow runs, duplicate, and imports

- Run / Re-run / Stop no longer inherit the cell-edit gate: they write only
  workflow-output columns (which the update lock exempts) and Stop is a cancel
- Duplicate needs only the insert lock — it inserts a full copied row, so it
  stays available on an append-only table
- updateWorkflowGroup asserts the destructive rule only when a patch actually
  drops or remaps output columns; rename / autoRun / mapping edits need just
  the schema lock
- Gate the import-async enqueue on insert (and delete for replace) so a locked
  table 423s instead of claiming the write-job slot and failing in the worker
- Disable Import CSV under an insert lock, and wire the expanded cell editor
  and the previously-unused stable add-row handler to the lock-aware flags

* fix(tables): keep column menu usable and let locks always be cleared

- Pass the blocked-delete handler instead of undefined so ColumnOptionsMenu
  still mounts on a delete-locked table; withholding it hid the entire menu,
  including Insert column, which the delete lock must not affect
- Restore ColumnHeaderMenu readOnly to permission-only: it swaps the header for
  a static label, which was also disabling pin, column-select and open-config
- Assert the schema lock at the import-async enqueue when createColumns is set
- Allow a locks PATCH that only clears locks even when the feature flag is off,
  and keep the settings entry reachable on a locked table, so flipping the kill
  switch can't strand a table with locks nobody can remove

* fix(tables): scope the update-lock exemption and re-check locks per page

- Make the workflow-output carve-out opt-in via `computedWrite`, set only by
  the cell-write path. It was caller-agnostic, so an ordinary API caller could
  PATCH a workflow-output column on an update-locked table
- Re-read the lock before every page in the delete and update runners. The
  single worker-start check went stale immediately, so enabling a lock could
  not stop a job already deleting or overwriting rows. Committed pages still
  stay committed, exactly as with an explicit cancel. Import keeps its
  one-shot check: a half-imported table needs the deletes the lock now forbids
- Route Insert column to the locked-action modal under a schema lock instead
  of leaving it live (regular header) or hiding the whole menu (group header)

* fix(tables): revalidate locks in-transaction and unbreak backfill + partial unlock

- Re-assert the lock inside each page-write transaction, under the same
  advisory lock updateTableLocks takes, so check-then-write is atomic against
  a lock change. The per-page check alone still left the page-selection await
  between the assert and the write
- Pass computedWrite from the backfill runner: batchUpdateRows is the
  workflow-output backfill path, so scoping the exemption had made rebuilding
  outputs 423 on an update-locked table while live cell writes still worked
- Gate the feature flag on a lock actually going off->on rather than on an
  all-false payload. The settings UI always submits all four flags, so with
  the flag off an admin could not clear one lock while another stayed on
- Hoist the lock-kind -> flag map to lib/table/types as TABLE_LOCK_FLAGS

* fix(tables): guard import batches in-transaction and split paste by verb

- Re-assert the insert lock inside each import batch's insert transaction,
  under the same advisory lock updateTableLocks takes. Reversing the earlier
  "let the file finish" call: an admin can lift the lock to clean up a partial
  import, so honouring it beats letting the rest of the file land
- Gate paste per verb. Overwriting existing rows is an update and extending
  past the last row is a full-row insert, so a paste-append still works on an
  append-only table while an overwrite explains itself. Refuses the whole
  paste rather than applying half of it
- Space opens the same row editor as double-click, so it now follows the
  update lock instead of filling in a form that 423s on save

* fix(tables): guard the remaining import writes and explain blocked Shift+Enter

- Route the replace-mode wipe, the inferred-schema write and createColumns
  through the same guardBatch transaction as the batch inserts, so a delete or
  schema lock committed while the file is downloading or being sampled is seen
  instead of the job-start snapshot
- Shift+Enter takes the manual-add path, so it now opens the lock modal like
  the Add row button instead of returning silently

* improvement(tables): surface blocked lock actions as a toast, not a modal

- Replace TableLockedModal with a warning toast carrying a "Lock settings"
  action button for admins. Being told you can't edit shouldn't cost a dismiss
  click, and the button still routes admins straight to the panel
- Dedupe by id so repeated attempts on a locked cell replace one notice
  instead of stacking a column of them
- Move the copy into lock-copy.ts alongside the rest of the lock vocabulary
  and tighten it for toast length

* fix(tables): don't show the update-lock notice to users without write access

Double-click checked the update lock before any permission check, so a
read-only member on a locked table got "Editing rows is locked" — misleading
(the lock isn't why they can't edit) and it swallowed the expanded-cell
viewer, which is a legitimate read-only affordance.

* improvement(tables): trim the update-lock toast copy

* fix(tables): map append-import locks to 423 and stop conflating locks with permissions

- The sync append branch returns instead of rethrowing, so the outer catch's
  mapper never saw a TableLockedError and every lock violation became a 500.
  Map it in that catch, with a regression test (replace mode already rethrows)
- Stop mounting the workflow-group column menu for users without edit access:
  passing the blocked handlers unconditionally made it appear for read-only
  members and report a lock even on an unlocked table
- Enter/F2 now raises the same lock notice as double-click and Space instead
  of silently doing nothing
- guardBatch returns the freshly-read definition so addTableColumnsWithTx
  asserts live state; a schema lock cleared mid-import no longer fails the
  createColumns step. The snapshot pre-asserts now only run as the fallback
  for callers that pass no revalidator
- Append-only no longer labels a table whose schema is also locked, which
  claimed columns were mutable when they weren't
- Import dialog withholds Replace on a delete-locked table and create-column
  on a schema-locked one, instead of offering a configuration that only 423s

* fix(tables): revalidate sync imports under the advisory lock, explain every blocked key

- The sync append/replace paths asserted only the request-start snapshot, so a
  lock committed while the CSV was parsed still let the write through. Both now
  re-read under the schema advisory lock at the top of their own transaction,
  taken before acquireRowOrderLock so the order stays advisory -> rows_pos ->
  definitions
- Delete/Backspace, Cmd+D, typeahead and cut raised no notice on an
  update-locked table; they now explain the lock, and stay silent for users
  without write access
- The multipart import fetch threw a plain Error, dropping the 423 status, so
  the lock self-heal never ran and the stale detail cache survived. It throws
  ApiClientError now and both import-into-table hooks call
  handleTableLockRejection
- Force append at submit when the delete lock landed while the dialog was open
  with Replace already selected

* fix(tables): restore the workspace ownership check on copilot row deletes

Switching deleteRow/deleteRowsByIds to take a TableDefinition dropped the
workspaceId argument that previously scoped the query, and the two branches
I added loaded the table without the ownership comparison every other
operation in the tool performs — letting a caller delete rows from a table
in another workspace. Both now reject a foreign table as not found.
2026-07-25 14:21:05 -04:00
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 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
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
Theodore Li 96c67e9123 feat(sandbox): add Daytona as a manual-flip failover for E2B (#5860)
* feat(sandbox): add Daytona as a manual-flip failover for E2B

E2B was a hard single point of failure: lib/execution/e2b.ts had no retry
and no fallback, so a failed Sandbox.create() killed Python function blocks,
JS-with-imports, shell, doc generation and the Pi cloud agent outright.

Extract a SandboxRunner boundary (lib/execution/remote-sandbox) with an E2B
runner and a Daytona runner, selected once per execution by the
sandbox-provider-daytona AppConfig flag. Everything above the provider
boundary — marker parsing, mount materialization, file export, corruption
handling — is unchanged.

Selection resolves before create() and never mid-execution, since user code
has side effects. Each sandbox kind fails closed when its snapshot id is unset.

Notes on the Daytona adapter:
- language binds at create(), not per call: Daytona applies it as a sandbox
  label and silently runs JS through Python if passed to codeRun
- Python routes via CodeInterpreter for its {name,value,traceback} error shape,
  which matches E2B's and keeps formatE2BError's line offsets correct
- timeouts convert ms to seconds
- the streaming path delivers env via the filesystem API, as
  SessionExecuteRequest has no env field and secrets must not reach a command line

Drops the dead E2BExecutionResult.images field (populated, never consumed).

* improvement(sandbox): select the provider by SANDBOX_PROVIDER env var

Replaces the boolean sandbox-provider-daytona feature flag with a
SANDBOX_PROVIDER env var naming the provider ('e2b' default, or 'daytona').
A boolean doesn't scale to a third adapter; a keyed registry does.

- PROVIDERS is a Record<SandboxProviderId, SandboxProvider>, so adding an
  adapter is one entry plus one id-union member — an unhandled provider is a
  compile error, not a runtime surprise
- resolveProvider() reads env synchronously and throws on an unknown value
  (fail fast) instead of an async feature-flag lookup
- drops the sandbox-provider-daytona flag and SANDBOX_PROVIDER_DAYTONA fallback

Verified end-to-end: a Python function block through the running app routes to
Daytona (Creating Daytona sandbox, kind: code) with SANDBOX_PROVIDER=daytona.

* fix(sandbox): gate remote execution by provider availability, not E2B

Addresses the review round on #5860.

- Availability was gated on isE2bEnabled / isE2BDocEnabled, so a Daytona-only
  deployment (E2B_ENABLED unset) had its Python/shell/JS-with-imports and doc
  paths rejected before the provider-neutral sandbox call could run. Replace both
  with provider-aware flags (isRemoteSandboxEnabled / isDocSandboxEnabled) derived
  from the selected SANDBOX_PROVIDER's own credentials + image. E2B behavior is
  unchanged (the E2B branch mirrors the old definitions exactly).
- Make the function-block gate error messages provider-neutral.
- Daytona's streaming runCommand (Pi) returned empty stdout/stderr and delivered
  output only via callbacks, so the Pi cloud flow — which parses markers from
  stdout and formats errors from stderr — saw nothing. Accumulate the streamed
  chunks and return them while still forwarding to the callbacks.

Renames the env-flag exports (and the @sim/testing mock) to match. Adds a
conformance test that the streamed Pi output lands in stdout/stderr.

* fix(sandbox): resolve SANDBOX_PROVIDER case-insensitively

Addresses the round-2 review on #5860. env-flags lowercased SANDBOX_PROVIDER
for the availability gate, but resolveProvider looked up the raw value in a
lowercase-keyed map — so 'Daytona' passed the gate then threw Unknown
SANDBOX_PROVIDER at create. resolveProvider now normalizes casing identically.

* fix(sandbox): use getErrorMessage in build/verify scripts

check:utils flagged the inline `error instanceof Error ? error.message : ...`
pattern in the two new scripts. Use getErrorMessage from @sim/utils/errors,
matching the repo convention the check enforces.

* fix(sandbox): fall back to stdout for Daytona failure text

Daytona merges both streams into stdout and returns an empty stderr, but the
shell-error, base64-export, and URL-mount error builders read only
result.stderr — so Daytona failures surfaced a generic 'Process exited with
code N' / 'base64 failed' / 'curl exited N' instead of the real command output
that the API and agents rely on. Fall back to stdout before the generic message
(provider-agnostic: E2B still populates stderr). Strengthens the shell-error
conformance test to assert the real output surfaces.

* fix(sandbox): enforce timeout on Daytona streaming; drop leftover E2B copy

- Daytona's streaming path (Pi) started the command with runAsync:true and then
  awaited getSessionCommandLogs with no bound, so a hung command never timed out
  the way E2B's commands.run({ timeoutMs }) does. Race the log stream against the
  timeout; on expiry return exit 124 with the accumulated output, and the finally's
  deleteSession terminates the still-running command.
- Two user-facing strings still named E2B after the provider-neutral rename (the
  isolated-vm sandboxPath remediation and the disabled-xlsx message). Made both
  provider-neutral.

Adds a streaming-timeout conformance test.

* fix(sandbox): handle orphaned stream promise + preserve error detail

Two regressions from the previous timeout fix:
- When the timeout won the race, the abandoned getSessionCommandLogs promise
  would reject on deleteSession with no handler (unhandledRejection). Attach a
  .catch that records the error and yields an 'error' outcome, so a late
  rejection is always handled.
- The streaming catch dropped the thrown error, so failures before any chunks
  (env write, executeSessionCommand, missing cmdId) surfaced as empty output.
  Fall back to getErrorMessage(error) when nothing streamed.

Adds conformance tests for the stream-reject and start-throw paths.
2026-07-23 19:19:00 -04:00
Waleed 227cd65f41 fix(mcp): bound and retry OAuth start so a transient stall recovers instead of a blank popup (#5874)
* fix(mcp): bound and retry OAuth start so a transient stall recovers instead of a blank popup

Empirically root-caused a blank/stuck authorize popup: the provider (planetscale)
and our guarded OAuth fetch are both fast (120/120 legs clean from staging), and
/oauth/start uses local AES encryption with no Redis lock in its path — so the
intermittent hang is the same transient headers-then-stalled-body class we've
documented for CDN-fronted MCP hosts (a per-connection stall a fresh attempt
dodges), which /oauth/start had no server-side bound against.

- Bound every /oauth/start step with the shared timedStep helper (extracted from
  the callback route, now used by both) + an entry log, so a stalled step surfaces
  as a labeled error instead of hanging the request (and the browser popup) to the
  client's 30s timeout.
- Retry mcpAuthGuarded once on a bounded 12s timeout: a fresh attempt gets a fresh
  connection and recovers from the transient stall automatically (two 12s attempts
  stay under the client's 30s deadline). McpOauthRedirectRequired (the success
  signal) and DCR-unsupported errors are never retried.

Adds OauthStepTimeoutError + makeTimedStep to the shared oauth barrel and test mocks.

* fix(mcp): drop the unsafe OAuth-start retry; fail fast without error-logging success

Review fixes on the bound+retry change:
- Removed the mcpAuthGuarded auto-retry. timedStep can't cancel the loser, so a
  lingering first attempt shares this server's OAuth row and could overwrite the
  retry's PKCE verifier / state after the client already got the second authorize
  URL, breaking the callback. Recovery is now fail-fast (504) → the user re-clicks,
  which is a clean fresh flow (fresh connection dodges the transient stall) with no
  shared-state race.
- Catch McpOauthRedirectRequired (the success signal) INSIDE the bounded step and
  return it as a value, so a successful authorize is no longer error-logged as
  'OAuth step failed'.
- Tighten step budgets (5s DB x3 + 12s auth = 27s) to stay under the client's 30s
  /oauth/start deadline.

* fix(mcp): route all bounded-step timeouts to the 504 handler

Move OauthStepTimeoutError handling to the outer catch so a DB-step timeout
(loadServer/getOrCreateOauthRow/loadPreregisteredClient) returns the same fast
504 'try again' as the auth step, not a generic 500. Documents that the fresh
retry is race-safe: the callback correlates on the state nonce, so a lingering
timed-out attempt overwriting the row's state only yields a clean invalid_state
on the user's fresh authorize URL — never silent corruption.

* fix(mcp): bound the setOauthRowUser write too so no step escapes the budget

The user-stamp write was the one DB op left unbounded on the start path; wrap it
in timedStep(DB_STEP_MS) so every step stays inside the sub-30s budget and its
timeout routes to the same 504.

* fix(mcp): shrink OAuth-start step budgets to fit the 30s client deadline with 4 DB steps

Bounding setOauthRowUser added a fourth possible DB step, so 4x5+12=32s exceeded
the client's 30s /oauth/start abort. Lower DB steps to 4s and auth to 10s:
4x4+10=26s worst case, leaving margin for middleware/network. Comment corrected.
2026-07-22 20:31:24 -07:00
Waleed dda602a367 improvement(tests+ci): phase 3 — shared-mock convergence completion and CI runner-minute cuts (#5875)
* chore(ci): cut redundant runner minutes — dedup promotion-PR test runs, companion-pr-check concurrency, right-size trivial jobs

- ci.yml: new dedup-promotion gate skips the pull_request test-build on
  staging/main-headed promotion PRs only when the merge tree provably equals
  the head tree (empty base delta over the merge base) AND the push-event run
  at the same sha passed its test jobs (polled). Fail-open on any error/
  timeout/failure, job-level skip only (skipped job reports Success); verified
  no required status checks are configured on main/staging rulesets.
  Measured 39 duplicate PR runs / 5.15 days (~227/mo) at ~7.1 min each on
  8vcpu (~57 vcpu-min), probe costs ~9 vcpu-min worst case on 2vcpu.
- companion-pr-check.yml: per-PR concurrency group with cancel-in-progress so
  superseded synchronize/edit runs stop; no paths filter (check depends on PR
  body + cross-repo state, not changed files).
- detect-version and check-docs-changes: 4vcpu -> 2vcpu Blacksmith runners
  (pure shell / depth-2 checkout + path filter only).

* improvement(testing): complete stateful shared mocks for env, urls, redis-config, environment-utils

Shared mock infrastructure for vitest isolate:false convergence:
- packages/testing/src/mocks/env.mock.ts: stateful envMock (live env proxy, setEnv/resetEnvMock, process.env fallback)
- packages/testing/src/mocks/urls.mock.ts: complete urlsMock with real-behavior default impls + resetUrlsMock
- packages/testing/src/mocks/redis-config.mock.ts: adds getRedisConnectionDefaults + resetRedisConfigMock
- packages/testing/src/mocks/environment-utils.mock.ts: new environmentUtilsMock + fns + reset
- contract tests: env.mock.test.ts, urls.mock.test.ts, redis-config.mock.test.ts, environment-utils.mock.test.ts
- packages/testing/src/mocks/index.ts: barrel exports
- apps/sim/vitest.setup.ts: global installs for env, urls, redis, environment/utils
- real-module tests unmocked: lib/core/config/env.test.ts, lib/core/config/redis.test.ts, lib/core/utils/urls.test.ts, tools/index.test.ts (urls)
- stubEnv/process.env fallout migrated to setEnv: lib/webhooks/providers/{revenuecat,rootly,instantly}.test.ts, app/api/auth/oauth2/authorize/route.test.ts

* improvement(tests): drop redundant local mocks in executor/tools/providers and misc dirs (shared-worker readiness)

* improvement(tests): drop redundant local mocks in app routes (shared-worker readiness)

* improvement(tests): drop redundant local mocks in lib (shared-worker readiness)

* fix(ci+testing): live base-tip recheck before dedup skip; prod-aware urls mock fallbacks

- the dedup gate re-verifies merge-tree equivalence against the LIVE base
  tip at decision time, closing the window where the base branch gains real
  commits during the poll (frozen BASE_SHA check alone was stale)
- the urls mock's getBaseUrl protocol prefix and getBaseDomain parse
  fallback now follow the shared isProd flag, mirroring the real module

* fix(ci+testing): fail-closed nojobs fallback in dedup gate; TLS-aware redis defaults mock

- the dedup gate no longer infers coverage from overall run conclusion when
  no 'Test and Build /' jobs match — a renamed or skipped test job now runs
  the tests instead of skipping them
- the shared getRedisConnectionDefaults mock mirrors the real TLS resolution
  (rediss:// to a raw IP requires REDIS_TLS_SERVERNAME and yields
  tls.servername)

* fix(ci): keep polling while nested test jobs have not appeared yet

An in-progress push run lists its reusable-workflow jobs only after the
caller starts; nojobs is now terminal (fail closed) only once the run has
completed without them.
2026-07-22 19:04:17 -07:00
Waleed 9d8e14ce9f improvement(tests): converge env-flags mocks onto a complete shared mock (#5871)
* improvement(tests): converge env-flags mocks onto a complete shared mock

* fix(tests): drop the repo's only bare vi.mock automock

A bare vi.mock('drizzle-orm') automock colliding with factory mocks of the
same module in a shared worker corrupts vitest's mock registry (upstream
vitest-dev/vitest#10290 / #10145, reproduced in isolation). The global
factory mock already covers this suite.

* chore(tests): drop defensive resets in non-mutating suites, merge sequential setEnvFlags calls

* fix(tests): run providers/utils cases sequentially over shared env-flags state
2026-07-22 17:31:18 -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
Waleed 52659d4a89 improvement(tests): db-mock migration tranche 2 — copilot, mothership, workspaces, connectors, mcp (#5863)
* improvement(tests): db-mock migration tranche 2 — copilot, mothership, workspaces, connectors, mcp

* fix(testing): drain unconsumed ...Once overrides in resetDbChainMock

vi.clearAllMocks clears call history only — a ...Once override queued by a
previous test but never consumed survived into the next test. resetDbChainMock
now mockReset()s every shared spy and stable wrapper, which restores the
original implementation AND drains once-queues.
2026-07-22 15:17:43 -07:00
Waleed 62a8ce4953 improvement(tests): db-mock migration tranche 1 — knowledge, billing/org, workflows/background (#5861)
* improvement(tests): migrate knowledge, billing/org, and workflows/background suites off private @sim/db factories

* improvement(tests): db-mock migration tranche 1 — knowledge, billing/org, workflows/background

- migrate 19 suites off private vi.mock('@sim/db') factories onto the shared
  dbChainMock + queueTableRows API (net ~-1,260 lines of bespoke chain
  plumbing); resolves the known shared-worker rival pairs (knowledge
  processing-queue vs api utils; billing polluters; persistence/utils vs
  schedules/deploy)
- add .for() to the mock's limit builder (drizzle .limit(1).for('update'))
  with a contract test
- document the join-table queue fallback footgun on queueTableRows
2026-07-22 14:53:17 -07:00
Waleed 3215a12da9 improvement(testing): consolidate @sim/db mocks into one table-aware chain mock (#5856)
* improvement(testing): consolidate @sim/db mocks into one table-aware chain mock

- back databaseMock and dbChainMock with the SAME db instance so a module
  bound to either export hits identical chain fns — rival-mock divergence
  between the two @sim/testing db mocks is structurally impossible now
- add queueTableRows(table, rows): FIFO per-table select routing keyed by
  schema-mock table identity, consumed at where() materialization and
  resolved by every downstream terminal (limit/orderBy/groupBy/for/joins)
- delete createMockDb (duplicate chain implementation, no external users)
- migrate the five suites that hand-rolled table routing + databaseMock
  delegation (billing plan/usage/usage-log, admin dashboard-organizations,
  workspaces/utils) onto queueTableRows; net -295 lines
- add a contract test for the mock itself and a test script to
  @sim/testing so its tests actually run under turbo

* fix(testing): harden table routing — join-table queues, direct-await from, mutation isolation

- track the chain's tables as a list (from + joins) so rows queued for a
  join-only table route correctly; from-table queue checked first
- make the from/join builder a lazy thenable so awaiting a select with no
  where clause resolves queued rows (dequeue at await, never double-consumed)
- update/delete/set clear the routing context so a mutation's where() can
  never consume rows queued for a select
- document the left-to-right chain-construction assumption; contract tests
  for all three behaviors

* fix(testing): close routing over each chain's own tables for direct-await builders

* refactor(testing): move all chain routing state into per-chain closures

- shared dbChainMockFns entries become pure spy/override ports: their default
  implementation returns a sentinel that chain-local builders replace, while
  any mock* override on the spy wins verbatim
- each select().from() captures its own immutable table list; where(),
  joins, terminals, and direct awaits all resolve through that closure, so
  partially-built chains for different tables interleave without cross-talk
- no module-level routing state remains

* fix(testing): lazy queue consumption at resolution and wrapper restore on reset

- each chain holds one lazy rows supplier: the queued set is dequeued only
  when a default thenable actually resolves, so a chain answered by a
  per-test terminal override leaves its queued rows for the next chain
- resetDbChainMock also mockReset()s the stable db entry-point wrappers so
  direct overrides on databaseMock.db.* cannot outlive a suite
2026-07-22 14:15:44 -07:00
Waleed fad9728cbd improvement(tests): make vitest suites state-safe with auto-unstub of env/global stubs (#5853)
* improvement(tests): make vitest suites state-safe with auto-unstub of env/global stubs

- add unstubEnvs/unstubGlobals to vitest config so vi.stubEnv/vi.stubGlobal
  are restored after every test
- move module-scope fetch/crypto/window stubs into beforeEach across executor,
  data-drains, and knowledge suites so they hold under auto-unstub (several
  suites were silently hitting live Datadog/BigQuery/Snowflake/OpenAI/Anthropic
  endpoints when their module-scope stubs were cleared)
- converge billing/workspaces/tools/hooks suites onto the shared @sim/testing
  mock instances and namespace spies instead of rival file-local vi.mock
  factories, with explicit beforeEach setup and afterAll restore
- give lib/core suites private module instances via vite query-suffix imports
  where module-level state bakes env at import time
- stub auth-client/NEXT_PUBLIC_APP_URL in suites that crashed at collection
  without a local .env

Groundwork for eventually running the suite with isolate: false; no CI
behavior change (isolation stays on).

* fix(tests): complete databaseMock restore and route selectDistinctOn

- restoreGlobalDb now mockReset()s entries whose original implementation was
  undefined instead of leaving the chain-mock delegation installed
- add selectDistinctOn to the setup-level createMockDb and to the dashboard
  suite's delegated key set so the distinct-on path routes under either binding

* fix(tests): run knowledge utils cases sequentially over shared per-test state
2026-07-22 13:15:15 -07:00
Theodore LiandClaude Fable 5 70814bc4a2 feat(db): role-keyed dbFor clients for cleanup and exec workloads (#5583)
* feat(db): role-keyed dbFor clients for cleanup and exec workloads

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NNy9Fzpfc1FdHAzYyb6Ycy

* fix(db): keep cleanup-invoked helpers and snapshot reads on their role pools

Route markLargeValuesDeleted / pruneLargeValueMetadata (optional dbClient) and
chat-cleanup's file collection through the cleanup pool, and getSnapshot through
the exec pool, so the cleanup and inline-execution workloads stop borrowing the
process-wide pool for these queries.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NNy9Fzpfc1FdHAzYyb6Ycy

* fix(db): dbFor falls back to the process-role URL, not the base URL

With DATABASE_URL_WEB/TRIGGER set (as in prod) and the sub-pool URLs unset,
falling back to the base URL would silently shift execution-log and cleanup
traffic to a different PgBouncer endpoint on deploy. Chain the fallback
through the URL the process itself resolved so the rollout stays inert.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NNy9Fzpfc1FdHAzYyb6Ycy

* feat(db): log which connection each dbFor sub-pool resolved to

One line per role at first use: the dedicated DATABASE_URL_<ROLE> when set,
otherwise an explicit fallback message naming the process connection it
shares — so a missing/typo'd env var is visible at rollout instead of silent.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NNy9Fzpfc1FdHAzYyb6Ycy

* feat(db): route pause/resume and large-value metadata persistence to the exec pool

Coverage scan follow-up: the paused_executions / resume_queue /
workflow_execution_logs transactions in human-in-the-loop-manager.ts and the
large-value owner/reference registration writes on the execution path now use
dbFor('exec'), matching the completion writes in the execution logger. All are
self-contained; billing calls remain outside the moved transactions on the
default client.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NNy9Fzpfc1FdHAzYyb6Ycy

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-22 14:35:42 -04:00
Vikhyath Mondreti 37628f1566 fix(workflow-persistence): make persistMigratedBlocks' updated_at guard millisecond-tolerant (#5790)
* fix(workflow-persistence): make persistMigratedBlocks' updated_at guard millisecond-tolerant

* improvement(sockets): state improvements

* address comments
2026-07-21 14:36:11 -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
Vikhyath Mondreti 442eabaf27 improvement(checkout): enforce team/enterprise-only org subscription, block double-covered personal checkouts (#5715)
* improvement(checkout): enforce team/enterprise-only org subscriptions, block double-covered personal checkouts, and drop renewal-triggered workspace detach

* close race with personal pro / org inclusions

* address comments

* fix(billing): compute org coverage independently of the personal-sub lookup and fail closed on unverifiable plan writes
2026-07-16 19:16:44 -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
Vikhyath Mondreti ef7c8e24b2 feat(platform): settings permissions, admin, billing attribution (#5545)
* fix(invites): preserve active organization for external access

Keep organization activation server-owned so failed membership checks cannot clear a valid session context.

* feat(admin, billing, settings): cleanup settings visibility, billing actor resolution, new admin routes

* address comments

* chore(db): reset pending migrations before staging merge

Remove locally generated migrations so they can be regenerated against the latest staging schema without preserving stale snapshots or numbering.

* regen migrations

* address comments

* chore(db): reset generated migrations before staging merge

Remove this branch's generated migrations so they can be regenerated against the latest staging schema with fresh numbering.

* upgrade global work

* fix lint

* address comments

* legacy callbacks correctness

* address comments

* update

* guardrail attribution
2026-07-13 00:53:49 -07:00
Waleed 5db62b8bdc feat(observability): extend audit log, PostHog, and storage metering coverage (#5269)
* feat(observability): extend audit log, PostHog, and storage metering coverage

Instruments previously-uncaptured resources and actions across the three
observability layers (audit log, PostHog product analytics, usage metering):

- Exfiltration audit: file downloads (workspace/public-share/v1), table,
  workflow, and workspace exports.
- Credential access audited at the token-issuance boundary (success-only).
- Full revenue trail: invoice paid/failed, overage billed, disputes, credit
  fulfillment, subscription lifecycle, plan/seat changes.
- Session/login lifecycle audit via Better Auth hooks (login, blocked sign-in,
  logout, session revoke, account delete).
- v1/admin programmatic surface and copilot tool handlers instrumented.
- Dead audit/PostHog constants wired (lock/unlock, table, custom tool, etc.).
- Storage metering extended to KB documents and copilot files.
- PostHog person identify + workspace/organization group hygiene.

Audit package hardened to null the actor FK for system actors (admin-api) and
adds an awaitable recordAuditNow for pre-delete hooks. All instrumentation is
fire-and-forget and never blocks or breaks the primary operation.

* fix(observability): audit file/credential egress only on success

Address Cursor Bugbot review:
- GET OAuth token: emit CREDENTIAL_ACCESSED/credential_used after
  refreshTokenIfNeeded succeeds (matches POST), not before.
- File export: audit on each actual success exit via a shared helper —
  including the non-markdown serve redirect (previously unaudited) and
  after the zip is generated (previously before asset fetch).

* fix(audit): record null actor for anonymous public-share downloads

Address Greptile P1: setting actorId to the file owner made every anonymous
external download read as a self-download, undermining the exfiltration trail.
recordAudit now accepts a null actor; the public content/inline routes record
actorId=null with the owner in metadata.sharedByUserId and rely on ip/user-agent
for the forensic trail. The misleading owner-attributed file_downloaded PostHog
event is dropped on these anonymous paths.

* fix(observability): audit admin exports after zip; tidy comments

- Admin workflow/workspace ZIP exports now audit only after the archive is
  built (via a local helper), so a zip/build failure no longer logs an export.
- Remove redundant 'success-only placement' inline comments and tighten the
  remaining design-rationale notes (export helper now TSDoc).

* fix(billing): complete the chargeback + overage financial trail

Address Cursor review:
- handleDisputeClosed now records CHARGE_DISPUTE_CLOSED for every closed
  dispute (won/lost/warning_closed), unblocking only on favorable outcomes.
  dispute.status in the metadata distinguishes the outcome, so lost
  chargebacks are no longer missing from the trail.
- Threshold overage now emits OVERAGE_BILLED + overage_billed even when credits
  fully cover the overage (settledVia: 'credits' vs 'stripe'), so credit-settled
  overages are audited instead of silently returning null.

* fix(storage): decrement copilot quota before deleting metadata

Address Greptile P1: deleting the metadata row before the decrement meant a
decrement failure left the quota permanently inflated with no record to retry
from. Decrement first; only remove the metadata row once it succeeds.

* fix(observability): atomic copilot storage release; signup-blocked action

- Copilot file delete now releases storage via a single transaction
  (releaseDeletedFileStorage): the soft-delete is the idempotency claim and the
  decrement shares the transaction, so neither a partial failure (inflated
  counter) nor a retry (double-decrement) can desync the quota. Resolves the
  conflicting Greptile/Cursor ordering findings.
- Policy-blocked sign-ups now record USER_SIGNUP_BLOCKED instead of
  USER_SIGNIN_BLOCKED, so account-lifecycle events aren't mislabeled.

* fix(storage): meter copilot ingest centrally for path symmetry

Address Cursor review: only uploadCopilotFile incremented storage, but copilot
files also enter via the generic upload route and presigned uploads — all of
which persist metadata through insertFileMetadata. Move the increment into
insertFileMetadata (scoped to context='copilot', on genuine insert/restore) so
every ingest path is symmetric with the delete-time decrement, and drop the now
redundant per-path increment in uploadCopilotFile. Other contexts are metered by
their own managers and remain unaffected.

* fix(audit): skip WORKFLOW_EXPORTED when admin export is empty

Address Cursor review: when every requested workflow fails to load, the admin
export still returned 200 but recorded a successful export of zero workflows.
Guard auditExport so an empty result records nothing.

* fix(storage): settle copilot accounting before deleting the blob

Address Cursor review: the blob was removed before releaseDeletedFileStorage, so
a release failure left the counter inflated and the metadata active with the blob
gone. Now the atomic soft-delete + decrement runs first and the blob is deleted
only if it succeeds, so a failure leaves the file fully intact and retryable.

* fix(storage): decrement KB document storage atomically with deletion

Address Cursor review: hardDeleteDocuments deleted the rows then decremented
best-effort, so a decrement failure left billed storage inflated with no row to
reconcile. Resolve each owner's subscription up front, then decrement inside the
same transaction that deletes the embeddings/documents (decrementStorageUsageInTx,
also now shared by releaseDeletedFileStorage), so the counter and the content
commit or roll back together. Connector docs remain excluded.

* fix(audit): don't treat email verification as a login

Address Cursor review: /verify-email could emit USER_LOGIN when verification
mints or refreshes a session, mislabeling (or double-counting) a non-sign-in as
a login. Restrict isLoginPath to genuine sign-in entrypoints.

* fix(audit): null actor FK when the user lookup throws

Address Greptile P1: the catch branch left the original actorId, so a system
actor like 'admin-api' (or a since-deleted user) would FK-violate the insert and
lose the row when the existence lookup errored. Mirror the not-found branch —
null the FK with a readable label — so the audit row always persists.

* revert(audit): drop session/account-lifecycle auth instrumentation

Remove the Better Auth login/logout/session-revoke/account-delete/blocked-signin
audit hooks from auth.ts — they touch sensitive auth paths and are noisy. Also
removes the now-unused taxonomy (USER_LOGIN/_FAILED, USER_SIGNIN_BLOCKED,
USER_SIGNUP_BLOCKED, USER_LOGOUT, SESSION_REVOKED, ACCOUNT_DELETED,
ACCOUNT_EMAIL_CHANGED actions; SESSION/USER resource types) and the awaitable
recordAuditNow helper that only the pre-delete hook used. auth.ts is back to the
staging baseline.

* fix(storage): harden copilot+KB delete accounting against read errors and concurrency

Final-audit follow-ups:
- deleteCopilotFile: a failed metadata *read* (vs a genuine missing row) now
  blocks the blob delete too, so a transient read error can't leave an active
  row un-decremented with the blob gone.
- hardDeleteDocuments: drive the per-user decrement from the delete's
  returning() (the rows this tx actually removed), so two concurrent deletes of
  the same ids can't both decrement.

* chore(observability): drop two unused definitions

Final-audit cleanup: remove the orphaned knowledge_base_searched PostHog event
(never wired; KB search analytics already flow through the OpenTelemetry channel)
and the redundant AuditAction.SUBSCRIPTION_UPDATED (subscription/plan changes are
audited via ORG_PLAN_CONVERTED). Every remaining new action/event has a real
emit site.

* fix(knowledge): key hard-delete result off rows actually deleted

Address Cursor review: hardDeleteDocuments returned existingIds.length (the
requested count) and cleaned storage for the full pre-tx set, even though the
decrement was driven by the rows the transaction actually deleted. Under a
concurrent delete that claimed some ids first, that overstated the result and
re-touched storage for rows this call didn't delete. Drive the storage cleanup,
log, and return value from deletedDocs (the returning() rows) so all four are
consistent.

* fix(storage): gate copilot quota on all ingest paths; tidy inline comments

- Copilot uploads via the generic /api/files/upload route and presigned URLs now
  run checkStorageQuota before writing (matching uploadCopilotFile), so no copilot
  ingest path can grow usage past the plan limit. The central increment stays in
  insertFileMetadata.
- Trim/remove redundant inline comments across the diff; keep only concise notes
  on non-obvious decisions (left pre-existing comments untouched).

* fix(analytics): omit empty workspace_id on workspace-less file downloads

Address Greptile P1: the generic key-based /api/files/download route and the
no-workspace markdown-export path emitted file_downloaded with workspace_id:''
creating a phantom '' bucket in PostHog. Make workspace_id optional on the event
and omit it when there is no workspace (workspace-scoped routes still pass it).

* fix(analytics): omit empty workspace_id/workflow_id on copilot_chat_sent

Final-sweep nit: copilot_chat_sent sent '' for workspace_id/workflow_id in the
agent (workspace-less) branch, same phantom-bucket issue as file_downloaded.
Make both properties optional and omit them when absent.

* fix(analytics): clear stale org PostHog group on personal workspaces

Address Cursor review: switching from a team workspace to a personal one left
the previous organization group set, so later events kept rolling up under it.
When the active workspace has no organizationId, resetGroups() to drop the stale
org group, then re-apply the workspace group.

* fix: address review — export audit timing, copilot delete signal, group reset

- Table export (Cursor MED): audit fires before streaming begins, not after
  controller.close(), so a mid-stream failure still records the partial export.
- deleteCopilotFile (Greptile P1): throw when storage accounting can't be settled
  instead of silently returning, so callers can detect the file was not deleted.
- workspace-scope-sync (Cursor MED): only resetGroups() once workspace metadata is
  loaded (activeWorkspace present), so a team workspace doesn't transiently lose
  its org group while organizationId is still null during load.

* refactor(observability): final line-justification cleanup

Address final audit flags:
- Table import: move the 'columns added' audit OUT of the import transaction
  into a post-commit auditTableColumnsAdded() helper called by the three
  tx-owning callers, so a mid-import row-batch rollback no longer logs a false
  'added N columns' (matches the PR's success-only discipline).
- Omit empty-string analytics dimensions on workflow_lock_toggled (workspace_id)
  and organization_created (name), consistent with file_downloaded/copilot_chat_sent.
- Restore an unrelated capacity-check comment removed incidentally.
- Move copilot_chat_sent emit above the traceparent comment so the comment sits
  with the code it documents.

* fix(table): attribute import column audit to the importing user

Address Cursor review: addImportColumns (async createColumns import path) now
threads the importing userId into auditTableColumnsAdded instead of falling back
to table.createdBy, so column additions are attributed to the actual member who
ran the import rather than the table creator.

* feat(observability): drop copilot from storage accounting

Per design decision: copilot files are working/conversational artifacts, so
gating their materialization on storage quota would fail an agent operation
mid-flow when a user is over limit, and metering them would inflate usage enough
to block KB/workspace uploads indirectly. Remove copilot quota gates + copilot
ingest metering entirely (revert copilot-file-manager, metadata, and the upload
route's copilot branch to baseline) and drop the now-unused releaseDeletedFileStorage.
KB document metering + quota enforcement (the deliberate, persistent storage path)
is unchanged.

* fix(analytics): switch workspace + org PostHog groups together

Address Cursor review: gate the group-sync effect on workspace metadata being
loaded (activeWorkspace present) so the workspace and organization groups always
update atomically. Acting during the load window paired the new workspace group
with the previous workspace's org group; until metadata loads, events stay
consistently attributed to the previous workspace.

* fix(table): audit async export at authorization, not job completion

Address Cursor review: async exports only emitted TABLE_EXPORTED when the
background job reached 'ready', so an authorized export whose job later failed or
was abandoned left no audit trail — inconsistent with the sync export route,
which audits before streaming. Move the audit + analytics to the async route's
authorization point (after the job is claimed/dispatched) and remove it from the
runner. Drop the now-unused userId from TableExportPayload.

* fix(billing): never let payment_failed instrumentation skip user blocking

Address Greptile P1: the payment_failed audit hoisted an unguarded
isSubscriptionOrgScoped DB read (for entity_type) directly before the
attempt-count user-blocking block. A transient failure of that read would throw
out of the handler and skip blocking. Wrap the whole audit/analytics block in
try/catch (best-effort), and let the blocking compute its own isSubscriptionOrgScoped
as it did originally — instrumentation can no longer abort payment processing.

* chore(observability): trim verbose inline comments to concise notes

* fix(billing): wrap new dispute/enterprise/subscription instrumentation in Stripe webhook idempotency

recordAudit/captureServerEvent calls added for charge disputes, enterprise
subscription provisioning, and free->paid subscription creation ran
unconditionally with no idempotency guard, unlike their sibling handlers
in the same files. Stripe redelivers webhooks at-least-once, so a retry
would double-record the audit row and PostHog event even though the
underlying DB writes were already idempotent.

* fix(observability): tag org-scoped audit metadata with organizationId, guard concurrent table delete

The org-scoped self-service audit-log endpoint matches org-level rows via
metadata.organizationId (or resourceType=organization). Six recordAudit
call sites (subscription create/cancel, admin credit issuance, threshold
overage billing, charge disputes, credit purchase, invoice payment
succeeded/failed) tagged org-scoped events with a differently-named key
(referenceId/entityId/targetOrgId), making them invisible to org admins
querying their own audit trail despite being stored in the DB. Add the
missing organizationId key everywhere the pattern was missed.

Also guard deleteTable's archive UPDATE with isNull(archivedAt) so a
concurrent duplicate delete request is a no-op instead of re-archiving
and re-firing a duplicate TABLE_DELETED audit row.

Adds test coverage for the ORG_MEMBER_ADDED audit/analytics emission in
acceptInvitation, which previously had none.

* fix(test): queue resolveBillingActorId's owner lookup in payment-failure email test

handleInvoicePaymentFailed's new payment_failed audit instrumentation
resolves the billing actor via an extra db.select before
sendPaymentFailureEmails runs. The test's fixed select-response queue
didn't account for it, so the org-admin lookup consumed the wrong
queued row and the assertion saw zero email sends. Production behavior
is unaffected — each query is independent; this was a mock-queue
ordering issue only.

* fix(billing): don't let a post-commit usage-limit sync failure suppress the seat audit

Cursor Bugbot flagged: reconcileOrganizationSeats committed the seat
change and Stripe outbox enqueue in a transaction, then called
syncSubscriptionUsageLimits outside it before recording the audit/
PostHog events. A thrown sync left a genuinely-changed seat count with
no ORG_SEAT_PROVISIONED/DEPROVISIONED trail. Wrap the sync in its own
try/catch (log + continue) so the events always fire for a committed
change, matching the fire-and-forget instrumentation pattern used
elsewhere in this PR.

* fix(billing): guard the new subscription-created instrumentation block

Greptile P1: the org-scope check I added for the audit-metadata fix
(isSubscriptionOrgScoped) was a raw DB call with no error guard, unlike
resolveSubscriptionActorId next to it. Since it ran inside the
idempotency lambda with an unconditional rethrow, a transient DB error
would abort and retry the whole webhook after the free -> paid usage
reset had already committed. Wrap the actor/org-scope resolution +
audit + analytics block in try/catch, matching the same guarded
instrumentation pattern already used in handleInvoicePaymentFailed.
2026-07-08 23:23:59 -07:00
Waleed d078c84ee6 chore(typescript): upgrade to TypeScript 7 (native Go compiler) (#5521)
* chore(typescript): upgrade to TypeScript 7 (native Go compiler)

Bumps typescript to ^7.0.2 across every workspace package. Full
bun run type-check/lint/build/test all pass; apps/sim's type-check
(the one needing an 8GB heap bump) drops from ~55s to ~7s wall time.

Migration fixes required by TS7's stricter defaults:
- baseUrl removed: drop it from 5 tsconfigs (paths already resolved
  relative to tsconfig dir, so behavior is unchanged) and prefix the
  one bare (non-relative) paths entry each in apps/sim and
  apps/realtime with './'
- moduleResolution=node10 removed: switch packages/cli and
  packages/ts-sdk to "bundler", matching the rest of the monorepo
- types now defaults to [] instead of auto-including every @types/*
  package: add "types": ["node"] to the shared base tsconfig (this
  is fundamentally a Node monorepo, so this restores prior behavior
  in one place instead of duplicating it per-package), add explicit
  @types/node deps to packages that now rely on it transitively via
  @sim/db/@sim/logger, and add "declare module '*.css'" to the two
  packages with plain (non-module) CSS side-effect imports that
  TS7's stricter checker now flags
- packages/logger's isomorphic `typeof window` check no longer needs
  DOM lib in every consumer: replaced with `'window' in globalThis`
- packages/testing and apps/realtime's fetch/DOM mocks need DOM lib
  where they're compiled, since they model the browser Fetch API
- the `typescript` npm package no longer exports the classic
  Compiler API from its main entry (moved to unstable/ast subpaths);
  apps/sim's Function-block route used it at runtime to strip
  import statements from user code, so that one call site now uses
  Microsoft's official transition package, @typescript/typescript6
- Next.js 16.2.6's own TypeScript-detection heuristic hardcodes a
  path TS7 no longer ships, and its auto-install fallback assumes
  npm/pnpm; added @typescript/native-preview as a devDependency to
  apps/sim and apps/docs so Next detects a valid native compiler
  instead of trying (and failing) to auto-install one

Not merging yet: TS 7.0.2 published today and is still inside this
repo's bunfig.toml minimumReleaseAge (7-day) supply-chain gate, so
`bun install` will fail for everyone until 2026-07-15. Opening this
now to get it through review; hold the actual merge until then.

* fix(typescript): address Greptile review findings on TS7 upgrade

- packages/logger: 'window' in globalThis treats a shim that leaves
  globalThis.window explicitly undefined as browser-only, silently
  dropping production server logs. Restore the original
  typeof !== 'undefined' semantics via an inline cast instead, so it
  stays correct without requiring DOM lib in every consumer.
- packages/ts-sdk, packages/cli: both are tsc-built, published as
  Node ESM (package.json "type": "module" with an "exports" map).
  "moduleResolution": "bundler" is too permissive for that target -
  it accepts import patterns (e.g. extensionless relative imports)
  that Node's actual ESM resolver rejects at runtime. Switch both to
  "module"/"moduleResolution": "nodenext", the correct pairing for a
  published Node ESM package. Verified real tsc builds (not just
  --noEmit) still succeed for both.

* chore(bunfig): temporarily disable minimumReleaseAge gate for TS7 install

TS 7.0.2 published today, still inside the 7-day gate. Lowering to 0
to unblock this merge; will restore to 604800 in an immediate follow-up
commit right after merging.
2026-07-08 16:41:23 -07:00
Vikhyath MondretiandSiddharth Ganesan 4a80374c03 improvement(forking): unlink, settings page migration, deployed chats, public apis, external mcp servers/tools, special subblocks (#5505)
* bad checkpoint

* stash

* add unlink, move UI to settings pages

* fix edge cases

* remove dead code

* remove migration 0255 ahead of staging merge (regenerated after)

* regenerate workflow_mcp_server enum migration on top of staging (0257)

* fix tests

* more tests

* address comments

* consolidate fork migrations into 0257 (enum value + activity metadata indexes)

* acquire MCP server locks before reads in attachment reconcile (TOCTOU)

* move into ee folder + ui perm gates

* use randomInt from @sim/utils/random for chat identifier suffix

---------

Co-authored-by: Siddharth Ganesan <siddharthganesan@gmail.com>
2026-07-08 12:15:28 -07:00
Theodore Li 8c61720d33 chore(tables): remove tables-fractional-ordering feature flag (#5503)
* chore(tables): remove tables-fractional-ordering feature flag

* improvement(tables): drop dead position tracking from paste undo path

* improvement(tables): drop dead position from create-row undo records
2026-07-08 13:11:45 -04:00
Waleed 858f7d2c2c fix(api-block): stop spoofing a browser fingerprint on outbound HTTP requests (#5496)
* fix(api-block): stop spoofing a browser fingerprint on outbound HTTP requests

getDefaultHeaders() sent a Chrome User-Agent, a Referer pointing at Sim's
own app, and mismatched Sec-Ch-Ua client hints on every API block request.
Atlassian's Jira/Confluence Cloud REST API (and other browser-aware
anti-CSRF/bot-defense layers) reject requests carrying a browser
User-Agent with 403 "XSRF check failed", even with a valid Basic-auth
header and X-Atlassian-Token: no-check set.

Default headers now identify honestly as Sim, matching how other HTTP
clients (curl, Postman, axios) behave. User-supplied headers still
override any default.

* fix(testing): sync shared tool-tester mock headers with new defaults

createMockHeaders in the shared @sim/testing tool-tester builder still
hardcoded the old Chrome UA / Referer / Sec-Ch-Ua fallback values. It was
unreachable in current tests but would silently diverge from production
getDefaultHeaders() for any future test hitting its fallback path.
2026-07-07 16:58:13 -07:00
Theodore Li 56cd2cfa7c feat(custom-block): audit-log publish, update, and unpublish events (#5493) 2026-07-07 18:58:17 -04:00
Vikhyath Mondreti 24ebba9acc chore(credential-sets): cleanup feature (#5460) 2026-07-06 18:49:06 -07:00
Waleed 4b133984c6 fix(mcp): make SSRF-guarded fetch structurally mandatory in OAuth auth() calls (#5419)
PR #5399 fixed the callback route forgetting to pass fetchFn into the SDK's
auth(), but every call site (start + callback routes) still imported the raw
SDK auth() directly and had to remember to pass fetchFn: createSsrfGuardedMcpFetch()
by hand — the same omission was possible again at any future call site.

Add mcpAuthGuarded() in lib/mcp/oauth/auth.ts, a thin wrapper around the SDK's
auth() that always defaults fetchFn to the SSRF-guarded fetch (still overridable
for tests). Both routes now import mcpAuthGuarded from @/lib/mcp/oauth instead
of the raw SDK auth, so omitting the guard is no longer possible by omission.
2026-07-04 15:40:38 -07:00
Theodore Li 69b81a679b feat(data-retention): granular PII redaction stages (input + block outputs) (#5272)
* feat(data-retention): granular PII redaction stages (input + block outputs)

* fix(data-retention): propagate block-output redaction into child workflows

* fix(data-retention): close block-output redaction gaps on streaming + resume

* fix(data-retention): drain+mask streamed output, resolve PII policy unconditionally (no fail-open)

* test(testing): support leftJoin().where().limit() in shared db mock

* fix(data-retention): mask agent/Pi memory writes under block-output redaction

* fix(data-retention): guard partial PII stages in GET normalize

* fix(data-retention): mask seeded memory messages under block-output redaction

* fix(guardrails): fail closed on misaligned Presidio batch responses

* fix(data-retention): enabled stage with no entity types redacts all (no fail-open)

* fix(data-retention): reject enabled stage with no entity types; empty = off everywhere

* docs(data-retention): note resume remask covers inline values only

* fix(data-retention): scrub offloaded large-value refs from logs when block-output redaction is off

* fix(data-retention): hydrate, mask, and re-store large-value refs in logs (preserve redacted content)

* fix(data-retention): always apply logs policy to large-value refs when logs stage is on

* perf(data-retention): drop redaction byte ceiling, parallelize chunks (env-tunable), remove request timeouts, sync large-value walk

* feat(data-retention): gate granular PII stages behind pii-granular-redaction flag

- New pii-granular-redaction feature flag (fallback PII_GRANULAR_REDACTION),
  layered on pii-redaction, gating the execution-altering input + block-output stages
- Route returns piiGranularRedactionEnabled and rejects enabling granular stages when off
- UI shows only the Logs stage tab unless the flag is on; clamps active stage
- Drop the per-search Select all toggle; add a Deselect all action to the PII section header

* docs(pii): describe Presidio as a standalone service, not a sidecar

Presidio now runs as its own ECS service (and, in Helm, its own Deployment +
Service) reached over the network via PII_URL — not a sidecar in the app task.
Update README, code comments, env docs, Dockerfiles, and the Helm chart docs to
match, and note the deploy requirement that PII_URL must be reachable.

* fix(data-retention): re-mask offloaded large-value refs on resume + don't lock out granular saves

- Resume/run-from-block restore now hydrates → masks → re-stores large-value refs
  in restored blockStates (not just inline strings), so a value offloaded before the
  block-output stage was enabled can't warm raw PII into downstream blocks. Fails fast.
- pii-large-values: add onFailure mode (throw on the execution path, scrub for logs)
  and redactLargeValueRefsInValue for arbitrary (non-RedactablePayload) values
- Granular flag gate now rejects only NEW off→on granular enablement, so orgs that
  already configured granular stages can still save retention settings when the flag is off
2026-07-01 21:47:02 -04:00
Waleed af87de09a7 fix(connectors): allow self-hosted private DB hosts via opt-in flag (#5322)
* fix(connectors): allow self-hosted private DB hosts via opt-in flag

Database/connector tools rejected any host resolving to a private/reserved/
loopback IP, blocking the common self-hosted topology where the DB is reached
by a Docker/K8s/Swarm service name. Add an opt-in ALLOW_PRIVATE_DATABASE_HOSTS
flag that bypasses the private-host block in validateDatabaseHost while still
resolving and pinning DNS. Blocked on the hosted platform regardless of the env
var, mirroring DISABLE_AUTH.

Fixes #4319

* fix(connectors): pin postgres IP in all ssl modes; strip IPv6 brackets

Address review on #5322:
- validateDatabaseHost now strips surrounding IPv6 brackets before the
  localhost/private-IP checks and DNS lookup, so a bracketed loopback like
  [::1] is classified correctly instead of failing as unresolvable.
- PostgreSQL connector always connects to the validated, pinned IP (removed
  the ssl='preferred' carve-out that passed the original hostname and let the
  driver re-resolve during connection). Matches the MySQL/MongoDB pin pattern.
- Add postgres connector pinning tests and bracketed-IPv6 host tests.

* fix(connectors): rename flag to isPrivateDatabaseHostsAllowed; trim comment

- Rename env-flag const to satisfy the env-flags 'is' prefix CI check
  (env var ALLOW_PRIVATE_DATABASE_HOSTS is unchanged).
- Tighten the postgres pinning comment to a single line.
2026-07-01 11:19:08 -07:00
Vikhyath Mondreti c59631698f chore(deploy): remove deploy as a2a (#5255)
* chore(deploy): remove a2a

* add block
2026-06-28 20:01:24 -07:00
Vikhyath Mondreti 5a8134119a feat(workspaces): fork + push/pull (#5210)
* feat(workspaces): fork + push/pull

* type fix

* fix tests

* progress on ux

* remove modal section

* improve UI of modal

* update more ui

* make rollback part of the footer

* track skipped count correctly

* address comments

* make it workspace admin level

* update skipped count

* address more comments

* deal with unbounded memory possibility

* fix deleted kb article bug

* no deployed workflow case

* UI/UX cleanup

* fix oauth dropdown case

* fix oauth selector issue

* infra work + activity log

* consolidate migration

* update modal state

* more UI simplification

* grammar

* update audit report ui

* perf improvements

* fix tool input scenarios and add dependsOn UI handling

* minor comments

* fix webhook stability issues + drift detection removal

* make dependsOn subblock mapping cleanly stored

* fix: harden fork dependent-value mapping (clear stale rows, identity-guard first-sync fallback, perf + cleanup)

* address comments

* update comment

* enforce admin perms for activity api

* fix required + dependsOn combo
2026-06-28 13:13:57 -07:00