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Author SHA1 Message Date
Vikhyath Mondreti 81ebb37563 fix(delivery): stable provider idempotency tokens, and correctness fixes around them (#6943)
* fix(delivery): stable provider idempotency tokens, and correctness fixes around them

Six independent fixes found while investigating a Slack transport failure. None
of them are that failure; all of them are live.

**Money writes could be delivered twice.** Square (8 tools), Brex (5) and Outlook
Calendar minted their provider idempotency token with `generateId()` at
request-build time. That is stable inside the transport retry loop —
`prepareToolRequest` runs once above it — but a BLOCK-level retry re-enters the
handler and mints a fresh one, defeating the provider's dedupe. A builder ticking
"retry" on a Square block turned a committed write into a second card charge, and
a Brex one into a second money transfer. Tokens now come from
`deriveDeliveryKey`, a pure function of execution + block + tool + invocation, so
every retry layer derives the same value. Stripe joins them: all ~50 tools
previously sent no `Idempotency-Key` at all.

The comment on `brex/create_transfer.ts` claimed a fresh key per transfer
*prevents* duplicate money movement. That is inverted — fresh per *attempt* is
what permits it — and is corrected here.

**`invocationId` is required, not optional.** Deriving from `executionId` alone
would be worse than the bug: five loop iterations paying five invoices would
share one token, the provider would honour the first and silently drop four real
payments, and it would look like five successes.

Also:

- `INTERNAL_API_BASE_URL` is now ignored on Trigger.dev workers. It names a route
  that resolves only inside the app container, and several modules run in both
  runtimes — `guardrails/mask-client.ts` says so in its own TSDoc — so setting it
  produced `PII redaction failed: Unable to connect` on every worker-side
  redaction. Mirrored into `packages/testing`'s urls mock, which reimplements the
  function and would otherwise have diverged.
- `engines.bun` raised to >=1.3.14. Measured on 1.2.15, which the old floor
  permitted: a fully-delivered POST is silently replayed and the caller sees 200.
- CloudWatch `put-metric-data` pinned to `maxAttempts: 1`. The AWS SDK default of
  3 already replayed it, and `PutMetricData` aggregates rather than overwrites, so
  a duplicate silently corrupts the customer's metric series and alarm thresholds.
- `webhookIdempotency` given a bounded in-progress lease. An untimed run held a
  SEVEN DAY lease while concurrent duplicates polled it once a second.

Verified: `tsc --noEmit` clean, 30,100 tests pass.

* fix(ci): restore staging files the branch split had reverted, and format

Three problems, all from assembling this branch by checking paths out of a WIP
branch built on an older `staging`. Anything `staging` changed since that base
came back as a revert.

- Root `package.json` had lost the `opentype.js` / `@types/opentype.js`
  dependencies `staging` added, which desynced `bun.lock` and failed `bun audit`.
  It also carried a `check:outbound-delivery` script belonging to other work.
  Every `package.json` is now taken from `staging` with only the `engines.bun`
  line re-applied.
- `executor/utils/block-data.test.ts` — a 77-line file `staging` added — was
  deleted outright. Restored.
- `executor/handlers/generic/generic-handler.test.ts` had lost a test `staging`
  added. Restored, with only the one `blockId` assertion re-applied.

Also formats `keyed-invocation-identity.test.ts` and sorts imports in
`internal-api-base-url.test.ts`, which is what `lint:check` failed on.

* fix(providers): thread the model's tool-call id into keyed tool execution

`prepareToolExecution` accepted an `invocationId` but no provider supplied one,
so a keyed tool invoked through an agent always hit the incomplete-context
fallback and minted a fresh token — leaving Stripe, Square, Brex and Outlook
Calendar writes able to double-deliver under the hosted-key retry layer even
though the block path was fixed.

The id is now a positional parameter rather than another optional field on
`request`, so a provider that cannot supply one fails to compile instead of
silently falling through. 22 of the 27 call sites already had the OpenAI-shaped
`toolCall` in scope; `tsc` identified the other five, of which Anthropic
(`toolUse.id`) and Bedrock (`toolUse.toolUseId`) name it differently.

Gemini is left deliberately unthreaded and documented: its function-call parts
carry no model-supplied identifier — the streaming loop has to synthesize a local
one — and a positional index would not survive the model re-emitting the call. A
token that only looks stable is worse than the loud fallback, which names the
missing fields.

* fix(executor): keep execution order monotonic across a resume

`executionOrder` is not carried in the pause snapshot, so a resumed run
restarted the counter at 0 and a loop or parallel body executing on both sides
of a pause could reuse a pre-pause value.

That was cosmetic while the number only ordered logs. It stops being cosmetic
once identity is derived from it: a `keyed` tool takes its provider idempotency
token from this value, so two distinct writes would present the same token and
the provider would silently drop the second. Suppressing a real payment is worse
than the duplicate the token exists to prevent, because it looks like success.

The counter is now seeded from the highest `executionOrder` among the restored
block logs rather than from a new snapshot field, so snapshots written before
this change are repaired on resume instead of needing a migration.

* fix(providers): thread the tool-call id through the streaming loops too

The previous commit only reached call sites written as a single-line
three-argument call. The streaming loops are formatted across lines, so
openai-compat (Groq, DeepSeek and everything else routing through it), Anthropic
and Bedrock still omitted the id and kept falling back to a fresh token.

Both Gemini paths now pass `part.functionCall?.id` — the RAW model id, not the
`ensureToolCallId` value used for stream events. That helper allocates an
execution-local id when Gemini supplies none, and it is freshly allocated per
attempt: passing it would complete the keyed context, silencing the "could not
derive" warning, while leaving the token just as unstable. Gemini frequently
omits the id, in which case this is `undefined` and the loud fallback stands.

All 27 call sites are now covered.

* fix(providers): make the tool-call id argument required, not optional

The TSDoc claimed a provider that cannot supply an id would fail to compile, but
the parameter was declared `toolCallId?: string` — so a new call site could omit
it entirely, typecheck, and silently take the unstable-token path the positional
parameter exists to close. The comment promised a guarantee the type did not
enforce.

It is now `string | undefined`: required in position, nullable in value. A
provider with no model-supplied id must pass `undefined` explicitly and take the
loud fallback, rather than being able to forget the argument.

All 27 existing call sites already pass it, so this is enforcement only. Verified
by deleting the argument at one site: `tsc` rejects it.
2026-08-21 13:35:20 -07:00
263e3ca67e improvement(external-endpoints): v2 versions with clean signatures + updated docs based on openapi spec (#5273)
* v0.6.29: login improvements, posthog telemetry (#4026)

* feat(posthog): Add tracking on mothership abort (#4023)

Co-authored-by: Theodore Li <theo@sim.ai>

* fix(login): fix captcha headers for manual login  (#4025)

* fix(signup): fix turnstile key loading

* fix(login): fix captcha header passing

* Catch user already exists, remove login form captcha

* improvement(external-endpoints): v2 versions with clean signatures + updated docs

* feat(usage): accept X-API-Key on usage-logs list + export

/api/users/me/usage-logs and /export now use checkHybridAuth — the same
auth /api/users/me/usage-limits already accepts — so external monitors
can read summary.bySourceCredits (the source breakdown of usage-limits'
aggregate currentPeriodCost) instead of estimating Copilot spend by
subtraction. Workspace-scoped keys are pinned to their own workspace's
slice of the ledger: the filter defaults to the key's workspace and an
explicit mismatch 403s. Both endpoints documented in openapi-core.json.

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

* feat(billing): dedicated v2 usage endpoints; keep internal usage routes session-only

Replaces the earlier X-API-Key enablement on /api/users/me/usage-logs
with a dedicated public surface, so the internal Billing-settings
endpoints can evolve with the UI while external monitors get a stable
versioned contract:

- GET /api/v2/billing/usage — current-billing-period summary with
  bySourceCredits (the source breakdown external monitors need to watch
  e.g. Copilot consumption without estimating by subtraction), plus
  limitCredits and plan
- GET /api/v2/billing/usage/logs — cursor-paged credit ledger in the v2
  envelope
- workspace-scoped keys are pinned to their own workspace's slice;
  personal keys read the account ledger

The public wire is credits-only: usage-logs rows now carry a hasCost
boolean instead of dollarCost (the Billing UI only needed the >0
signal), and the rateLimit block is removed from the usage-limits
response and docs (deploy-modal tab relabeled accordingly).

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

* feat(docs): validate OpenAPI specs against the Zod contracts in CI

The specs in apps/docs are hand-authored because they carry what Zod
never defines — error envelopes, status codes, prose, examples — so
they can't be generated; check:openapi validates them instead:

- spec integrity: $refs resolve, operationIds unique, 2xx documented,
  no orphaned component schemas
- v2 conventions: every /api/v2 operation documents 401 + 429 and every
  4xx/5xx resolves to the canonical { error: { code, message } } envelope
- contract cross-check: contracts are auto-discovered from
  lib/api/contracts/v2 (each carries its method + path); doc<->contract
  coverage both ways, query/body/response field diffs via z.toJSONSchema
- examples: documented request/response examples must parse with the
  matching contract's actual Zod schemas

First run caught real drift, fixed here: 16 stale orphaned schemas in
the core spec, the v2 billing ops referencing v1-shaped error
components, deploy/rollback examples missing the required nullable
lifecycle keys, CreateTableBody missing folderId, a legacy-grammar
delete-rows example, and four knowledge document ops missing their
required workspaceId query param.

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

* fix(docs): recursive field diff in check:openapi + the deep drift it found

A mutation test showed the doc<->contract field diff only compared
top-level properties, so a typo inside the { data } envelope passed.
The diff now descends through matching object properties and array
items (both sides must expose a property set — passthrough contracts
and prose-only docs end the descent instead of false-positive), with
the Zod JSON-schema root doubling as the $defs context.

Deep drift it immediately caught, fixed here: select-column config
(options/multiple) missing from every tables column schema, AddColumnBody
hand-rolling a third column shape (now composed from ColumnInput, with
position/workflowGroupId as the per-op extensions the contracts actually
admit), chunking strategyOptions undocumented, and the deployment
lifecycle fields (activeDeployment/latestDeploymentAttempt) missing from
DeploymentState.

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

* fix(security): close the triggerType rate-limit bypass on workflow execute

Caller-supplied triggerType flowed unchecked into preprocessExecution,
whose checkRateLimit default turns OFF for 'manual'/'chat' — so any
API-key caller, and any anonymous public-API caller billed to the
workspace owner, could execute unthrottled by sending
{"triggerType":"manual"} (async runs also skipped the worker-side check
via admissionCompleted). External callers may now only send the
redundant 'api' value; internal JWT callers ('workflow'/'mcp') are
unaffected.

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

* refactor(execution): extract enqueue/status/cancel into shared libs

Prepares the v2 execution surface: handleAsyncExecution's queue logic
moves to lib/workflows/executor/enqueue-execution.ts (slot/claim
semantics encoded in a discriminated outcome, not HTTP statuses), the
execution-status read to execution-status.ts, and the order-sensitive
cancel machinery to lib/execution/cancel-workflow-execution.ts. The v1
routes re-render identically — their suites pass unmodified.

Also: preprocessExecution gains rateLimitCounter ('sync'|'async') and
its 429 now carries code RATE_LIMIT_EXCEEDED + retryAfterMs (previously
indistinguishable from the concurrency 429 and Retry-After was
discarded); and the duplicate cancel contract in contracts/logs.ts is
unified on the full 5-value reason enum — its narrower copy made
requestJson throw a client ZodError when cancelling a paused HITL run.

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

* feat(execution): callable execution service + structured error classifier

executeWorkflowService composes the same libs the v1 route holds inline
(call-chain guard, execution-id claim, LoggingSession, preprocessing,
deployed-state load + file-field processing, timeout-bound
executeWorkflowCore, output hydration/compaction) for the deployed-state
caller class — the seam the v2 execute route and in-process internal
callers share, making the HTTP endpoint syntactic sugar.

classifyExecutionError stops discarding the block context that
buildBlockExecutionError already attaches at throw sites: failed runs
now yield {message, code, blockId, blockName, blockType} with a stable
append-only code enum (TIMEOUT/CANCELLED/USAGE_LIMIT_EXCEEDED/
INVALID_INPUT/BLOCK_EXECUTION_FAILED/CHILD_WORKFLOW_FAILED/
OUTPUT_TOO_LARGE/EXECUTION_FAILED), so callers route on error class
instead of substring-matching messages — the single place raw errors
are interpreted.

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

* feat(api): POST /api/v2/workflows/[id]/execute

Thin route over executeWorkflowService: X-API-Key or anonymous
public-API auth (sync/stream only for anonymous), strict body with
body-flag async (no mode headers on v2), SSE passthrough for stream,
and the execution resource response — executionId always present,
in-band run failures are status:'failed' with the structured
{message, code, blockId, blockName, blockType} error, sync timeout is
status:'failed' + TIMEOUT instead of v1's 408, and a Response block's
payload stays inside output (authors never control response
status/headers on this origin). Async debits the async bucket and the
202 statusUrl points at the v2 executions resource. Adds
CLIENT_CLOSED_REQUEST/SERVICE_UNAVAILABLE to the v2 error codes.

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

* feat(api): v2 executions status + cancel with queued backfill

GET /api/v2/workflows/[id]/executions/[executionId] is the single
status URL for sync and async runs: before the async worker writes the
durable log row, status is backfilled from the job queue (deterministic
job id) as 'queued'/'running' — closing v1's 202-to-pickup 404 window —
and failed runs carry the structured error object. POST .../cancel
renders the shared cancellation lib in the v2 envelope with the
tightened 5-value reason enum. Both authenticate via the shared
resolveV2WorkflowAccess (X-API-Key, authz masked as 404,
allowPersonalApiKeys honored).

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

* feat(execution): workflow tool + MCP bridge run in-process

workflow_executor (workflow-as-agent-tool) short-circuits in executeTool
through WorkflowBlockHandler — the same invocation boundary canvas child
workflows use — mirroring the deployed_block_executor precedent. The
MCP serve bridge calls executeWorkflowService directly instead of
fetching its own execute endpoint; deployment-version pinning, MCP
response-size rejection, and the actor override become typed options
instead of header sniffing. Both callers drop the double admission slot
and duplicate top-level log row the HTTP hop cost, and failed child
runs now surface the structured error + child executionId so parents
and MCP clients can route on error class and hand providers a
reproducible handle.

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

* feat(infra): CORS + CSP coverage for the v2 execute path

/api/v2/workflows/:id/execute gets the same wildcard-origin,
credential-free CORS policy as v1 (the default credentialed policy
would block browser API-key calls and open a cookie CSRF surface) with
X-Sim-Stream-Protocol allowed and no X-Execution-Mode (async is
body-selected on v2), plus the COEP/COOP/CSP header block.

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

* feat(ui): deploy modal + copilot advertise the v2 execute surface

All 20 API-tab snippets move to POST /api/v2/workflows/{id}/execute with
the nested {"input": ...} body, async as the "async": true body flag
(X-Execution-Mode gone), status polling against the v2 executions
resource, the third tab renamed Usage and pointed at
/api/v2/billing/usage, and {data} envelope unwraps in the printed
responses. Fixes the latent baseUrl derivation
(endpoint.split('/api/workflows/')) that would have silently built
garbage URLs under a v2 endpoint, and deletes dead code (exampleCommand
across 3 sites, getAsyncExampleTitle). Copilot deploy/manage/serializer
endpoint builders and the api_trigger bestPractices example follow (the
latter also drops its hardcoded staging host).

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

* docs(api): document the v2 execution surface

Adds execute, execution status, and cancel to openapi-v2-workflows.json
with the structured ExecutionError schema (append-only code enum + block
attribution) and the ExecutionResource contract, documenting the rules
that differ from v1: modes are body-selected, a failed run is HTTP 200
with status 'failed', an executionId always means data (never the error
envelope), queued status is visible immediately, and Response-block
payloads stay inside output. Registers the three pages in the generated
workflows meta.json and bumps the route-count baseline.

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

* feat(api): gate the whole /api/v2 surface behind one flag; UI stays on v1

Every v2 route now runs exactly one check immediately after auth —
v2ApiGateError — and answers 404 when the `v2-api` flag is off, so the
surface is invisible until it is deliberately rolled out. The gate is
keyed on userId only: a workspace/org-keyed check would have to read
membership for a caller-supplied id before authorization runs, and its
404-vs-403 split would leak cohort membership (the trap the per-domain
table gate worked around by running late). The two executions routes
inherit it from the shared access resolver; the tables-specific gate is
removed so no route checks twice.

`tables-v2-api` stays, now gating only the internal predicate-grammar
route /api/table/[tableId]/query — note v2 tables routes move to the
unified flag, so enabling them is a `v2-api` decision now.

Reverts the deploy modal, copilot handlers, and api_trigger example to
the v1 execute endpoint: v1 works unchanged, and the UI must not
advertise a surface most users would get a 404 from.

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

* fix(executor): restore child-cost aggregation dropped by the staging merge

Staging's custom-block rewrite deleted `aggregateChildCost` from
workflow-handler.ts, and git merged that file cleanly — but this branch's
workflow-tool-runner.ts, added for the v2 execute migration, still imports it.
A silent semantic conflict: no marker, broken build.

Taking staging's rewrite is correct, so the helper is defined locally in its
one remaining consumer rather than resurrected in the file staging just
rewrote. Same four lines over the still-exported `calculateCostSummary`, so a
failed child workflow keeps billing the hosted-key spend it consumed instead
of reporting $0.

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

* refactor(tables): make lib/table/orchestration the single implementation (#6134)

* refactor(orchestration): move the shared error contract out of lib/workflows

OrchestrationErrorCode and statusForOrchestrationError are the contract every
lib/[resource]/orchestration module returns against, but they lived inside the
workflows module, so resource-neutral code (lib/folders) already had to import
from a workflow path. Moved to lib/core/orchestration/types.

Adds a 'locked' class mapping to 423. Both tables and workflows have a lock
that forbids a mutation, and each caller was translating that to a status
itself.

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

* refactor(tables): make lib/table/orchestration the single implementation

Column update was implemented four times — the UI route, v1, v2, and the
copilot table tool — each calling the same column services but owning its own
guards, error mapping, and audit. The copies had drifted, and the drift was the
bug: v2 was missing both guards, only the copilot copy minted stable option
ids, and only v1/v2 audited.

performUpdateTableColumn, performDeleteTable, and performDeleteTableRow now own
that logic; all ten call sites reduce to auth, parse, call, render. The guards
are asserted once in lib/table/orchestration rather than four times against
four routes.

Behavior this consolidates, previously true on only some paths:

- The typeChanging guard. updateColumnType early-returns on an unchanged type
  and drops any options sent with it, so restating the current type alongside
  new options silently discarded them. v2 had no guard at all and, since its
  contract shares v1's body schema, accepted options and ignored them.
- The select-unique guard. Each write is its own locked transaction, so a
  rename or type change paired with a constraint write that is going to fail
  commits first and then throws, half-applying the schema change.
- Stable select-option ids. Cells reference the option id, so an edit that
  re-sends an option by name has to reuse it or every cell holding it is
  orphaned. Only the copilot path did this; normalizeSelectOptionsInput moves to
  lib/table/select-options and now covers every caller. It preserves a supplied
  id, so it is a no-op for the fully-formed options the HTTP contracts accept.
- required forwarded into the type and options writes, so a conversion
  validates against the constraint the same request is setting.
- An audit on every successful update. The UI route and the copilot tool
  emitted none.
- Single-row delete through the row service. v2 did a raw db.delete, skipping
  assertRowDelete and deleteOrderedRow, so a delete-locked table returned 200
  and the row-count bookkeeping never ran.
- The delete actor handed to deleteTable, which audits only when a row was
  actually archived. v1 and v2 omitted it and audited themselves outside that
  check, emitting TABLE_DELETED for a no-op delete of an archived table.

Failure classes come back as OrchestrationErrorCode; v2 renders them through a
new v2ErrorForOrchestration, mirroring statusForOrchestrationError on the v1
and UI surfaces, so a given failure maps to the same status everywhere.

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

* test(tables): bind the column-update tests to the orchestration function

The base's route tests assert which column service each payload reaches — the
behavior that now lives in performUpdateTableColumn. They mocked the `@/lib/table`
barrel; the orchestration module imports the service directly, so they mock that
too and keep asserting the same thing through the extracted implementation.

The orchestration tests move onto the base's semantics: writes address the
stable column id, a rename rides inside the write it accompanies rather than
running first, and the currency guards replace the non-select options guard the
service now owns.

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

* chore(copilot): drop the column-type import the delegation made dead

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

* refactor(tables): move the audit log out of the table service

`lib/table/service.ts` wrote its own audit rows, so whether an operation was
audited depended on which function a caller reached for rather than on a user
having performed it. That is what let v1 and v2 audit a no-op delete, and what
made `deleteTable`'s optional `actingUserId` double as an audit opt-out flag.

Worse, most sites fell back to `actingUserId ?? createdBy`, so an unattributed
call was logged against the table's *creator*. The copilot `mv` path passed no
actor at all: renaming someone else's table recorded them as the renamer.

Audit now lives in the orchestration functions — performDeleteTable,
performRenameTable, performMoveTableToFolder, performUpdateTableLocks — and
the services just write. Internal callers (folder cascade, import rollback)
keep calling the service and are silent by construction rather than by
remembering to omit an argument.

Two services now return what the audit needs: `deleteTable` reports whether it
actually archived a row, so a repeat delete logs nothing; `updateTableLocks`
returns the before/after locks, since only the locked write can observe the
transition its description names.

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

* fix(tables): restore audit provenance and conflict status in orchestration

Moving the audits into the orchestration functions dropped three things the
routes had been carrying, and added one the orchestration now owns twice.

- The v1 and v2 column-update routes passed `request` to `recordAudit`, so
  their audit rows recorded the caller's IP and user-agent. The orchestration
  function had no way to receive it. Every table orchestration function now
  takes an optional `OrchestrationRequestContext` and every HTTP route
  forwards it; the copilot and VFS callers, which have no request, omit it.
- `classifyTableMutation` matched `TableConflictError` on "already exists"
  appearing in the message and reported it as `validation`, turning the UI
  route's 409 on a duplicate table rename into a 400. It now matches the type,
  the way `performRestoreTable` already did.
- `captureServerEvent` ran on every delete while the audit was gated on a row
  actually being archived, so a repeat delete of an archived table still
  reported `table_deleted`. Both now hang off the same evidence.
- The copilot delete path kept its own `captureServerEvent` from when the
  service did not emit one, double-counting every copilot table delete.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01YGzbVDZpe2dEALbu2BUU8a

* fix(tables): say which type a no-op column update restated

A copilot `update_column` payload whose only content was the column's current
type used to return success with the live schema, while the v1, v2, and UI
routes rejected the same payload with "No updates specified". Delegating to
`performUpdateTableColumn` unified them onto the routes' rejection — correct,
but the message tells the caller its request was empty when it named a type.

The orchestration function now reports the same thing `updateColumnType` reports
when it loses this race concurrently: the column is already that type, re-issue
without the type change. An empty payload still reads "No updates specified".

Drops the copilot's `outcome.table ?? tableForUpdate` fallback with it — the
comment described the no-op that can no longer reach that line, and a success
always carries a table.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01YGzbVDZpe2dEALbu2BUU8a

* refactor(tables): classify failures by type instead of by message text

The table module decided HTTP statuses by searching error messages for
phrases. `VALIDATION_MESSAGE_FRAGMENTS` and `ROW_WRITE_ERROR_PATTERNS` held 32
substrings between them, and fifteen more lists were inlined in routes — 83
matchers over 17 files, each its own copy of the guesswork and already drifted
apart. It made message wording load-bearing: `TableRowLimitError`'s own doc
comment noted that its text had to contain "row limit" for a route to answer
400, and adding "already exists" to a rename message silently demoted a 409 to
a 400 (the bug fixed one commit ago, by adding another special case).

Services now throw `OrchestrationError`, which carries the transport-neutral
`OrchestrationErrorCode` the layers above already speak. Classification is one
`instanceof` in `orchestrationErrorResponse` (UI + v1) and
`v2CaughtOrchestrationError` (v2). Every pattern list is gone. Wording is free
to change; an unclassified error still becomes a generic 500, which is what an
unexpected fault should be.

`asOrchestrationError` walks the `cause` chain rather than testing the caught
value directly: drizzle wraps a throw raised inside a transaction callback in a
`DrizzleQueryError` whose own message is the failed SQL, so a bare `instanceof`
would drop every failure raised inside `withLockedTable`. That is the same
reason `rootErrorMessage` had to dig for a root cause before.

Three throws stay bare `Error` deliberately — `Table ID mismatch`, `Workspace
ID mismatch`, and `Failed to build upsert conflict predicate` are internal
invariants no consumer classified, and they keep falling through to a 500.
`Insufficient capacity` was in the pattern list with no producer anywhere in
the codebase.

Status changes, all deliberate:

- `'forbidden'` joins the code union so the table-row-limit ceiling keeps its
  403; without it this refactor would have flattened it to 400.
- import-async's table-limit rejection: 400 -> 403, matching the two other
  create routes it had drifted from.
- Renaming a table to an invalid name: 500 -> 400. `validateTableName`
  messages don't contain "Invalid", so no matcher ever caught them.
- Restoring a table that isn't archived, or into an archived workspace:
  500 -> 400.
- A duplicate *column* name stays `validation`/400 rather than becoming a 409
  like a duplicate table name. Both v1 and the orchestration have always
  answered 400 for it; changing a published status is not this refactor's job.

The twelve tests that changed were asserting the substring mechanism itself,
constructing plain `Error`s with magic strings. They now assert the real
contract, plus new cases pinning that identical wording carrying no
classification stays internal and keeps its message off the wire.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01YGzbVDZpe2dEALbu2BUU8a

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>

* feat(api): add v2 endpoints for MCP servers, skills, custom tools, folders, and credentials (#6150)

* feat(api): add v2 endpoints for MCP servers, skills, custom tools, folders, and credentials

* fix(api): correct credential role, skill permission bar, MCP url identity, and custom-tool conflict mapping

* fix(api): align credential mutation gating, provider-outage status, and unique-violation conflicts

* fix(api): close unique-violation, revival, orphan-write, and env-rename gaps

* fix(api): treat every provider-outage code as unavailable on create and update

* fix(credentials): use the shared outage predicate on the session update path

* fix(contracts): anchor the predicate double-cast annotation to the cast

`check:api-validation:strict` counted 9 unannotated double-casts against a
baseline of 8, failing CI. The predicate leaf schema was annotated, but the
annotation sat above the declaration while the checker anchors on the line
carrying the cast — five lines below, at the close of the object literal. The
scanner walks back at most three lines and stops at the first non-comment one,
so it hit `value: z.unknown().optional(),` and never saw the reason.

Splitting the object schema from the cast puts them adjacent, so the existing
reason binds. No behavior change — the cast, the schema, and the reasoning are
unchanged.

Also lowers the rawJsonReads ratchet 6 -> 5 to match the current count, which
had drifted down; leaving it high lets a removed raw read silently come back.

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

* fix(skills): point the orchestration error contract at its moved module

#6150 branched before #6134, so skill-lifecycle.ts imports
@/lib/workflows/orchestration/types — the module #6134 moved to
@/lib/core/orchestration/types. Git merged a file deletion on one side with a
new file referencing it on the other: no textual conflict, broken build.

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

* refactor(knowledge): make lib/knowledge/orchestration the single implementation (#6154)

* refactor(knowledge): make lib/knowledge/orchestration the single implementation

Knowledge base create was implemented four times — the internal route, v1, v2,
and the copilot tool — and the orchestration around the shared write had
drifted. Extract it the same way lib/table/orchestration was: services write,
orchestration decides which writes run, guards them, audits them, and returns a
transport-neutral failure.

Behavior converged, not preserved:

- One chunking default (DEFAULT_CHUNKING_CONFIG). The agent defaulted minSize to
  1 against the API's 100, so identical input produced differently-chunked
  knowledge bases depending on who created it. The agent path now chunks at 100.
- Every successful mutation is audited inside the orchestration function. The
  copilot tool called recordAudit zero times, so agent-created knowledge bases,
  document uploads, updates and deletes left no audit trail at all.
- Failures classify by class, not by message text. The knowledge service errors
  are OrchestrationError subclasses and storage-quota rejections throw a shared
  StorageLimitExceededError, replacing four separate message greps for
  "already exists" / "does not have permission" / "storage limit".

delete_connector reported the opposite of what happened. It reached the route
through an internal HTTP self-call that sent no query string, so the route's
keep-documents default always applied while the agent told the user the
documents had been removed. The self-call is gone — all four connector
operations run in-process — and the orchestration returns the real counts.

Also:

- OrchestrationErrorCode gains 'payload_too_large' (413 / PAYLOAD_TOO_LARGE).
  Without it, dropping the storage-limit message match would have regressed the
  documented 413 on knowledge base create and document upload to a 500.
- messageForOrchestrationError renders a route's own wording for an unclassified
  fault, so a driver's message no longer reaches the client on a 500.
- v1 and v2 knowledge base update now forward actorUserId, which the service
  requires for a workspace move; both omitted it.
- The connector DELETE route reads deleteDocuments through parseRequest. Its
  contract declared z.boolean(), which would have rejected the string a query
  param actually is.
- Drop the 409 from POST /api/v2/knowledge/{id}/documents in the OpenAPI spec.
  Nothing on the upload path throws a conflict; it was only ever reachable by
  the message match this change removes.

Behavior change worth noting: a v1/v2 PUT carrying only the workspaceId scope
field and no actual updates now returns 400 rather than 200 with the unchanged
knowledge base.

Deliberately deferred: document update remains internal-only. Extracting
performUpdateKnowledgeDocument makes exposing it on v1/v2 a contract and a route
away, but that is a new public surface rather than part of this consolidation.

* fix(knowledge): make connector create atomic and stop flattening failures

Review round 1 on #6154.

- Resolve the billing payer before the connector is committed, not after. A
  malformed attribution header rejected post-commit left a live connector behind
  a 500, and a retry created a duplicate plus duplicate sync work. Manual sync
  resolves before writing its audit for the same reason.
- Let the source-config validator carry its own failure class. Collapsing every
  rejection to `validation` flattened the connector PATCH route's 401 (stale
  stored credential) and 409 (missing workspace context) into a 400.
- Add `unauthorized` to OrchestrationErrorCode. It is the class that 401 was
  already expressing on this route, and the v2 vocabulary already had
  UNAUTHORIZED; only the shared union was missing it.
- Report a knowledge base that exists but failed to archive as failed, with the
  reason, rather than as not found. The copilot delete loop folded every
  non-not-found failure into `notFound`, telling the user it was never there.
- Route copilot failures through the same message helper the HTTP surfaces use,
  so an unclassified fault's raw text (a driver's failed SQL) no longer reaches
  the agent verbatim while the UI and public APIs get the generic wording.

* feat(api): expand the public v2 files surface (#6160)

* feat(api): expand the public v2 files surface

Adds folder support, rename/restore, move, bulk archive, share, and content
replace to /api/v2/files, so managing files by API no longer stops at
upload + download + archive-one.

Routes are thin: auth -> parse -> perform* -> serialize. Share and content
replace get their orchestration extracted first so the session routes and
the public ones cannot diverge on the effective-authType resolution, the
EE public-sharing gate, or the storage-quota classification.

Presigned upload stays session-only: presign does an advisory quota check
and the real debit happens in the separate register step, so a caller that
never registers leaves unaccounted bytes with no reaper. The buffered
multipart path debits inside uploadWorkspaceFile's own transaction.

* fix(files): classify folder and content failures instead of 500ing them

Bugbot round 1. The v2 routes map errorCode straight to a status, so every
manager failure that arrived unclassified became a 500 for what is really a
caller-fixable 400 or 404.

- Folder manager throws OrchestrationError: missing target/folder -> not_found,
  reparent cycle / self-parent / restore-into-archived-workspace -> validation.
- File manager does the same for the in-transaction 'File not found' paths that
  the earlier pass missed.
- updateWorkspaceFileContent's outer catch re-wrapped everything in a bare
  Error, which stripped the class off StorageLimitExceededError and the new
  not_found alike. It now rethrows a classified failure untouched and attaches
  cause to the generic wrap, so asOrchestrationError can still walk the chain.
- Every remaining perform* gained the asOrchestrationError branch.
- renameWorkspaceFile returned the pre-update read, so the v2 PATCH reported a
  stale updatedAt; it now returns the timestamp it actually wrote.

Docs: upload auto-suffixes a duplicate name rather than rejecting it, matching
the in-app uploader. The description claimed 409 and was simply wrong.

* fix(files): surface a failed upload read-back as the real error

getWorkspaceFile swallows a query failure and returns null unless throwOnError
is set, so a transient blip on the post-upload read reported as 'file could not
be read back'. Distinguish the two: a real null after a just-committed write is
an invariant break, a query failure is itself.

* revert(api): drop the dedicated v2 file-folder routes

File folders already live in the shared folder table as resourceType 'file'
(#6045 cut them over, #6051 dropped workspace_file_folders), and the remaining
file-specific folder machinery is being folded into the generic folder engine.
Publishing /api/v2/files/folders/** would pin that transitional split into a
public contract we'd then have to keep or break.

Files stay folder-aware — folderId/folderPath on the projection, folderId on
upload, and the move route — because a folder id is a folder.id and survives
the unification untouched. Folder management belongs on /api/v2/folders once
that surface serves resourceType 'file'; until then there is no v2 way to
enumerate file folders, which is the deliberate gap.

The orchestration classification fixes stay: the internal routes and the
copilot file-folder tools still call those perform* functions.

* fix(files): classify upload failures instead of matching their wording

Bugbot round 2. uploadWorkspaceFile had the same outer-catch rewrap that
updateWorkspaceFileContent did, so a blown storage quota reached the route as a
bare Error and the v2 handler recovered the status by substring-matching the
message. Any rewording silently demoted a 413 to a 500.

- uploadWorkspaceFile rethrows a classified failure untouched and attaches cause
  to the generic wrap.
- FileConflictError is now an OrchestrationError('conflict'), so a duplicate name
  classifies like every other conflict. Its 'FILE_EXISTS' discriminator had no
  readers and is gone; the instanceof checks elsewhere still hold.
- The v2 upload handler uses v2CaughtOrchestrationError, dropping all three
  string matches.

Also documents that bulk-archive is best-effort: unknown or already-archived ids
are skipped rather than failing the call, and deletedItems is what actually
happened. That asymmetry with the single-id DELETE was undocumented.

* feat(api): add search, filtering, and sorting to the v2 list endpoints (#6189)

* feat(api): add search, filtering, and sorting to the v2 list endpoints

One convention across every v2 list, documented on lib/api/contracts/v2/shared.ts:
`search` (case-insensitive substring on the resource's natural name field),
`sortBy` + `sortOrder` (per-resource enum, never a free string), and enumerated
resource-specific filters. Reuses the sortBy/sortOrder pair v2 logs and v2
knowledge-documents already ship rather than inventing a third dialect
alongside the Logs filters and the Tables predicate grammar.

Every filter and sort is pushed into SQL. GET /api/v2/files previously read the
whole scope and sorted/sliced it in JS; it now goes through a new
queryWorkspaceFiles that filters, orders, and bounds the page in one query.

Cursors are stamped with the sort they were minted under, so replaying one
under a different sort is a 400 instead of silently duplicated or skipped rows.

* fix(api): validate v2 cursor key values and compare timestamps at ms precision

Two review findings, fixed at the root by making a keyset key own its cursor
codec instead of hand-writing a decoder per sort.

Cursor key values are caller-controlled, and matching the sort stamp and key
count was not enough: an unparseable timestamp or a non-numeric size reached
the query as an Invalid Date or NaN and surfaced as a 500. Each key now type-
checks its own value and rejects a cursor it cannot hold, which both routes
render as the documented 400.

Timestamp keys now order and compare on date_trunc('milliseconds', col).
Postgres keeps microseconds and defaultNow() populates them, but a cursor value
round-trips through a millisecond-only JS Date — comparing the raw column
against the truncated value re-admitted the page's own last row, duplicating it
and stalling pagination outright at a page size of one. Reachable today via
workspace_files.updated_at, which insertFileMetadata leaves to defaultNow().

* feat(api): complete the v2 workflows resource with versions and CRUD (#6184)

* feat(api): complete the v2 workflows resource with versions and CRUD

Adds version listing/detail plus create, update, and delete to the v2
workflows surface, which previously covered only execution and deployment.

- GET /api/v2/workflows/[id]/versions — cursor-paginated, newest first
- GET /api/v2/workflows/[id]/versions/[version] — version + pinned state
- POST /api/v2/workflows, PATCH and DELETE /api/v2/workflows/[id]

All six delegate to the existing orchestration and persistence helpers;
no new domain logic.

* fix(api): check folder containment before lock state; reject malformed version cursors

assertFolderMutable walks a folder's ancestor chain without filtering on
workspace, so inspecting it before containment let a caller tell a locked
folder in someone else's workspace (423) from a nonexistent one (400).
Create and update now assert containment first, matching the ordering
import-workflow.ts already uses.

A version cursor that decodes to JSON without a numeric version filtered
every row out and returned an empty page with nextCursor null, which reads
as a clean end-of-list. Malformed cursors are now a 400.

* refactor(api): page workflow versions in the persistence helper

listWorkflowVersions read every version row and the route filtered and
sliced the result in memory, so the response was bounded but the query
was not. It now takes optional limit/afterVersion, turning the cursor
into a real keyset query; the route asks for limit + 1 and only trims
the has-more probe. Both params are optional, so the internal, v1 admin,
and copilot callers are unchanged.

Also restores the untouched GET handler in [id]/route.ts to its original
formatting — collapsing its signature had re-indented the whole body and
buried the actual additions in whitespace churn.

* feat(api): expand v2 tables with stateless multipart transfers (#6188)

* feat(api): expand the public v2 tables surface

Adds 16 operations so a v2 caller can do what the internal surface can:
rename/move/lock a table, restore it, manage saved views, run enrichment
columns, look up rows, and import/export with observable job control.

Extracts lib/table/orchestration/import.ts (performTableCsvImport,
performCreateTableFromCsv) and lib/table/export-stream.ts from the
first-party routes, then repoints those routes at them, so v1 and v2
cannot drift on what an import or export actually does.

events/stream, metadata and dispatches stay internal — they are editor
state, not public API.

* fix(api): make v2 table PATCH all-or-nothing and name the lock in every 423

Greptile P1: PATCH applied locks, rename and move as three sequential
transactions, so a folder rejected mid-request left the earlier writes
persisted while the response reported failure — and the schema-changed
signal was skipped, leaving open clients on stale state. Every rejectable
condition now runs before the first write, and the signal fires whenever
anything did land.

Cursor: v2TableLockError dropped the lock kind, so async import, column
run, enrichment and table mutations returned a bare LOCKED. A table has
four independent locks, so the caller could not tell which to clear.

* fix(api): report the lock kind on classified 423s too, not just thrown ones

The previous commit named the lock only where the rejection was thrown and
caught at the route boundary. Where it instead arrives as a classified
`errorCode: 'locked'` outcome — delete table, delete row, update column,
and the table mutations — the kind was dropped, so those 423s stayed
unactionable while their neighbours improved.

The orchestration results now carry `lock`, and a shared
`v2TableOrchestrationError` renders both arrival paths into the same
`{ code, message, details: { lock } }` body. `details` is omitted rather
than sent null when the kind is unknown, so a caller branching on it sees
absence instead of a phantom value.

* fix(api): make async table imports observable, not just startable

`POST /import-async` pointed callers at `GET /api/v2/tables/jobs` to track
progress, but that endpoint filters to `type = 'export'` — imports are
derived onto the table itself, one write job at a time, and exports get a
separate list precisely because they are excluded from that derivation.
The public Table shape omitted those derived fields, so an async import
could be started and cancelled but never observed to completion, failure,
or progress. That is the gap the import/export/job-control set was meant
to close.

Table now carries `job` — id, type, status, rowsProcessed, error, or null
when idle — and the import-async docs point at the table rather than the
export list.

* feat(api): make v2 table PATCH state which operations landed on failure

Greptile held the PR at 4/5 on the residual non-atomicity and named two
acceptable resolutions: make PATCH atomic, or have the contract adopt and
expose partial-success explicitly. Atomicity would mean threading one
transaction through renameTable, moveTableToFolder and updateTableLocks —
three shared service functions with four non-test callers including the
first-party route and two copilot tools — and deferring their per-operation
audits to commit time. That is a refactor of shared write paths well
outside this PR.

So the contract states it instead. Every rejectable condition is already
pre-validated, so a failure here is a genuine fault; when one follows a
successful operation the error now carries `details.applied` listing what
is live. Absent when nothing applied, so its presence always means "these
changes took effect despite the error". Documented on the operation.

`v2ErrorForOrchestration` gained the optional `details` this needs.

* fix(api): make table lock flags read-only on the public v2 surface

The new PATCH /api/v2/tables/[tableId] accepted a `locks` object, gated
on workspace admin plus the table-locks feature. That still lets an API
key clear the guard placed there to stop it: `write` is the floor for
the endpoint, and admin keys are ordinary API keys, so a lock is no
longer a boundary the key cannot cross.

Locks stay readable on the table resource and enforcement is unchanged
(a locked verb still returns 423). Changing one is now a first-party
admin action only.

The v2 body is declared here rather than reusing the first-party
updateTableBodySchema, which keeps its `locks` field so the UI can still
toggle them. It is .strict(), so a request carrying `locks` is rejected
with a 400 naming the field instead of silently succeeding without
applying it.

* fix(api): keep reporting applied operations when the PATCH re-read fails

The composite table PATCH promises that `error.details.applied` names the
operations that are live despite an error, but `applied` was scoped
inside the try. A rename or move that committed and was then followed by
a throw in the final re-read — or a re-read finding the table archived —
returned a bare 500/404 with no details, telling the caller nothing had
landed. It would then retry into a duplicate-name conflict or repeat the
move.

`applied` is now function-scoped so every post-write exit carries it: the
404 on a missing re-read, a thrown lock error, a classified orchestration
error, and the generic 500. `v2TableLockError` gains the same
`extraDetails` parameter `v2TableOrchestrationError` already had.

* feat(api): add workflow group writes to the v2 tables surface

v2 exposed GET /groups but none of the writes, so the public API could
run an enrichment or workflow column and read its binding, but never
create one. A caller could add a plain data column and trigger the
machine; wiring the two together still required the UI.

Adds POST/PATCH/DELETE on /api/v2/tables/[tableId]/groups. The group is
the unit that fills columns — one group feeds several — so creating one
creates its output columns in the same call, matching the first-party
shape rather than inverting it onto the column endpoint.

Four departures from the first-party body, all public-surface concerns:
- group.id is optional and server-generated. The UI mints an id to render
  optimistically; a public caller has no such need and a client-chosen id
  is a collision waiting to happen.
- outputColumns[].workflowGroupId is dropped from the body and stamped
  from the resolved group, so it cannot disagree with it.
- autoRun defaults to false. First-party defaults true so a UI add fills
  cells immediately; here it would make one POST fan out a metered run
  across every existing row.
- A group naming neither a workflowId (type manual) nor an enrichmentId
  (type enrichment) is a 400 rather than a half-specified group the route
  has to guess about.

Also rejects an outputColumns entry no group output feeds — the two
arrays are joined by column name, and the first-party client builds both
from one picker so it cannot desync, but a public caller can.

Workspace containment on workflowId is asserted before it is persisted,
on create and on any update that re-points the group; without it a table
becomes a way to invoke workflows the key cannot otherwise reach.

* improvement(api): make v2 table import and export async-only

Drops the three synchronous entry points: POST /tables/[tableId]/import,
POST /tables/import-csv, and GET /tables/[tableId]/export.

Sync import tied a write to the lifetime of an HTTP request. The body
*was* the data, so it carried a 10 MB cap that Next silently truncates
past — a partial import reporting success. It also had no job, so a
timeout mid-write left rows in place with nothing to poll and nothing to
cancel. The async path reads the file from storage instead: upload via
POST /api/v2/files for a key, start with POST /import-async, watch
GET /tables/[tableId] -> job, stop with POST /job/cancel.

Sync export carried no such hazard, but one shape per operation beats
two: with both removed the surface has exactly one way to move a table
in or out, and the CLI wraps the extra calls.

This also removes the last multipart handling in v2 tables. Those were
the only routes bypassing parseRequest — form fields were parsed by hand
against separate form schemas, outside the contract system every other
v2 write goes through.

Create-a-table-from-CSV is now two calls: POST /tables, then
/import-async with createColumns. csvImportModeSchema is append|replace,
so there is no single-call create.

Route baseline 1064 -> 1061.

* docs(api): correct the import-async note about upload size limits

The docstring claimed there is no synchronous upload endpoint and so no
request-body size cliff. Both are wrong: POST /api/v2/files is a
synchronous multipart upload with a 100 MB cap, and it is the only v2
upload path (presigned is deliberately absent).

What async-only actually bought: the cap went 10 MB -> 100 MB, it fails
on an explicit size check and a bounded body read rather than a proxy cap
that silently truncates, authorization completes before any body is
buffered, and the table write is a job that can be watched and cancelled.

* feat(api): unify file and table transfers

* improvement(api): make multipart transfers stateless

* fix(api): make table import completion retries idempotent

* feat(v2-tables): paginate the table list

`GET /api/v2/tables` returned every table in the workspace in one response —
it used the cursor envelope but hardcoded `nextCursor: null`, and had no
`limit`. That was defensible when tables were only created through the UI;
`POST /api/v2/tables` is public now, so a script can create them in bulk and
the list has no way to ask for less.

Adds `queryTables` alongside `listTables` rather than changing it, so the
internal callers that genuinely want the whole scope are untouched — the same
split `queryWorkspaceFiles` / `listWorkspaceFiles` already uses. Filter, order
and slice all run in the query, so a `search` never costs a full-workspace read.

A cursor whose values don't bind raises a validation error instead of being
coerced to "no filter", which would have silently served page 1 under a resumed
cursor. The keyset closes on `id` so a page boundary inside a run of equal names
or timestamps stays stable.

The shared `LimitQuery` doc component said "Maximum rows to return"; it now
serves the table list too, so the wording is resource-neutral.

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

* feat(api): add multipart knowledge document uploads

* fix(api): keep usage admission at knowledge upload session creation

* feat(knowledge): wire knowledge base uploads to multipart sessions

* fix(knowledge): refuse to abort an upload once a document is bound

* fix(uploads): prevent multipart cleanup races

* Unify file creation and signed upload sessions (#6264)

* feat(uploads): unify signed upload sessions

* fix(uploads): preserve attachment storage semantics

* feat(files): add authored file creation

* fix(uploads): omit hoisted S3 metadata headers

* feat(api): add file metadata endpoint

* improvement(api): scope folders to resource paths (#6284)

* improvement(api): scope folders to resource paths

* fix(files): serialize folder resolution with uploads

* fix(files): release folder lock before upload setup

* fix(api): normalize folder paths and unblock resource mutations

* fix(api): make resource cleanup and metadata consistent

* improvement(uploads): persist multipart sessions in postgres

* fix(db): store table row trigger timestamps in UTC

* improvement(api): default folder deletion to non-recursive

* fix(billing): unify chat usage source

* improvement(logs): expose trace spans on log detail

* fix(logs): parse list trace spans

* improvement(api): replace workflow jobs with execution resources (#6294)

* improvement(api): replace workflow jobs with execution resources

* fix(api): preserve legacy jobs while preferring v2 executions

* fix(api): make execution polling resume-aware

* fix(ui): hide async examples for public workflows

* fix(api): bridge resume queue visibility lag

* feat(api): add v2 workflow resume endpoint

* fix(api): project pending resume attempts

* fix(api): prefer terminal logs over stale resumes

* improvement(api): unify v2 resource query layers (#6319)

* improvement(api): unify v2 resource query layers

* fix(api): address v2 review findings

* fix(api): preserve cancelled queue status

* fix(api): guard cancelled job transitions

* fix(api): close v2 resume and log gaps

* feat(api): rename v2 executions to runs

* feat(api): split credentials and secrets

* feat(api): add workspace metadata and email attribution

* improvement(api): consolidate public v2 route handling

* improvement(files): centralize operations across APIs and Copilot (#6392)

* improvement(files): unify rename authorization

* chore(skills): add file operation migration guide

* improvement(files): consolidate file operation authorization

* improvement(files): extract shared operation foundation

* improvement(api): simplify internal route declarations

* improvement(files): centralize application authorization

* refactor(api): share workspace file name validation

* refactor(files): centralize copilot application calls

* docs(skills): generalize application operation migration

* improvement(api): centralize remaining v2 resource operations (#6412)

* improvement(api): centralize v2 resource operations

* fix(api): preserve custom tool conflict errors

* improvement(api): migrate policy-sensitive v2 reads (#6410)

* improvement(workflows): centralize v2 application operations (#6411)

* refactor(api): migrate v2 knowledge operations (#6413)

* refactor(api): migrate v2 knowledge operations

* fix(knowledge): fail upload completion on dispatch errors

* fix(knowledge): preserve upload retry and VFS errors

* improvement(tables): centralize v2 application operations (#6414)

* improvement(tables): centralize v2 application operations

* fix(tables): preserve run validation and signals

* feat(auth): add scoped internal executor delegation (#6459)

* feat(auth): add scoped internal executor delegation

* fix(auth): derive delegation lifetime from one timestamp

* Include share status in file metadata

* feat(auth): centralize delegated identity policy (#6462)

* improvement(copilot): consolidate application adapters (#6450)

* improvement(api): harden application route boundaries (#6451)

* improvement(api): harden application route boundaries

* fix(folders): reject creates at workspace cap

* fix(knowledge): enforce trusted workspace scope (#6452)

* fix(knowledge): enforce trusted workspace scope

* refactor(knowledge): declare v2 body lifecycle

* finish knowledge application migration

* refactor(knowledge): compose copilot batch commands

* fix(knowledge): parse connector query flags

* fix(knowledge): finalize partial batch effects

* fix(knowledge): align merged application boundaries

* fix(knowledge): close application boundary review gaps

* style(knowledge): satisfy branch biome checks

* fix(knowledge): page connector documents in editor

* refactor: enforce Copilot table application boundary (#6453)

* refactor: enforce copilot table application boundary

* fix(tables): finish application boundary migration

* fix(tables): restore scoped copilot imports

* fix(tables): compose copilot commands atomically

* fix(tables): preserve workflow group scheduling

* fix(tables): complete fixed copilot composition

* fix(tables): reject enrichment output mutation

* fix(tables): complete authorized application boundary

* fix(workflows): migrate Copilot application boundary (#6455)

* fix(workflows): migrate Copilot application boundary

* fix(workflows): finish delegated application migration

* fix(workflows): encode VFS folder aliases

* fix(workflows): close application composition gaps

* fix(workflows): preserve VFS validation errors

* fix(workflows): complete application boundary migration

* test(workflows): format canonical binding coverage

* fix(workflows): scope executor metadata reads

* fix(workflows): bind executor metadata targets

* improvement(skills): align application operation guidance (#6532)

* feat(api): expose v2 resource owners

* fix(api): distinguish visible resource authorization failures (#6537)

* feat(api): generate v2 OpenAPI from contracts (#6509)

* feat(api): generate v2 OpenAPI from contracts

* fix(api): preserve string boolean wire defaults

* fix(api): document file download headers

* fix(docs): use TypeScript CLI with Next.js

* fix(docs): avoid client-rendered theme script

* fix(api): document departed audit default

* feat(api): replace legacy core docs with v2

* feat(api): generate v2 OpenAPI from contracts

* feat(api): refine generated v2 OpenAPI docs

* fix(docs): align localized v2 execution examples

* fix(ci): restore Helm diff and sync audit mock

* fix CI regressions after staging merge

---------

Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Theodore Li <theodoreqili@gmail.com>
Co-authored-by: Siddharth Ganesan <33737564+Sg312@users.noreply.github.com>
Co-authored-by: Theodore Li <theo@sim.ai>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-11 05:45:25 -04:00
Waleed 5686b7bb83 fix(realtime): enforce room access continuously, not only at join (#6170)
* fix(realtime): enforce room access continuously, not only at join

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Moving the prior-room leave after the access re-check left Redis awaits between
that check and socket.join, and superseded() only watches the join generation —
so a sweep revocation landing in that window could still put a revoked socket
back in the room. A synchronous cache peek immediately before the commit closes
it without reintroducing the await; the authoritative resolve moments earlier
wrote a fresh entry, so a differing read IS the revocation being guarded.
2026-08-01 17:20:06 -07:00
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
Vikhyath MondretiandClaude 04a8c0ac8f improvement(admin): update defaults for better UX (#6112)
* improvement(admin): uupdate defaults for better UX

* refactor: address review nits on the admin/invitation lock work

Correct the attach lock-order comment. The order matches admin move, and what
makes it mandatory is invitation acceptance: it holds `workspace-invitations:<id>`
while waiting for the workspace row, so row-locking first (as this did)
deadlocks against it. The previous ownership-transfer justification did not
hold — that path takes the organization lock before its workspace rows too, so
the two agree on order rather than inverting.

Drop `cancelInvitation`. The `revokeInvitationAsAdmin` extraction left it with
no callers, and an unlocked, unauthorized `status = 'cancelled'` flip sitting
next to the fenced replacement is easy to reach for by mistake.

Drop the unused `executor` parameters from `hasWorkspaceAdminAccess` and
`isOrganizationAdminOrOwner`. No caller threads a transaction through either,
and the former goes back to delegating to `checkWorkspaceAccess` instead of
re-deriving the same permission itself.

Import `chunkArray` from `@sim/utils/helpers` everywhere and remove the
re-export from `batch-delete.ts`, so the symbol has one source rather than a
non-barrel shim plus the package.

Restore the bounded attachability check in `addDashboardOrganizationMember`:
scope the query to the selected ids instead of listing every attachable
workspace and scanning that array per selection.

Resolve the credential-creation permission through
`getEffectiveWorkspacePermission` rather than a second copy of the org-admin
derivation ladder, so the rule cannot drift from the shared resolver.

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

* refactor(invitations): drop dead code left by the revocation extraction

`revokeInvitationWorkspaceGrant` lost its only caller when the DELETE route
moved to `revokeInvitationAsAdmin`, leaving a locked wrapper nothing invoked.
Remove it and fold its documentation into `revokeInvitationWorkspaceGrantTx`,
which direct grants and scoped revocation still call. The grant-revocation test
now drives the transactional form directly, so the sibling-grant and
final-grant-cancels behaviour it covers stays under test.

`isSameOrgMember` has had no caller since before this branch — direct grant
resolves membership through `getUserOrganization` inside its own transaction —
so it and its tests go too.

`getWorkspaceMembership` is no longer imported outside its module now that
credential creation reads `getCredentialCreationWorkspaceContext`; make it
module-private rather than leave it on the public surface.

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

* refactor: remove four uncalled billing and large-value helpers

Each was checked by hand across every file type, including barrel re-exports
and string references, rather than taken from a static analyzer.

`isUserMemberOfOrganization` has no reference anywhere.

`reapplyPaidOrgJoinBillingForExistingMember` only ever ran from two
lock-ordering tests. The transaction-enlisted form it delegated to is what the
subscription webhooks call and what those tests actually assert on, so they now
drive it directly. The assertions are unchanged: the wrapper contributed a
transaction, an organization lock and a membership existence check, none of
which appear in the recorded operations.

`replaceLargeValueReferences` and `replaceLargeValueReferencesWithClient` are
both thin wrappers over `replaceLargeValueReferenceKeysWithClient`, which
execution logging, human-in-the-loop resume and the trace backfill all still
call. The single test covering a wrapper now composes the key collection itself
and targets that live helper.

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-30 20:08:53 -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
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 Mondreti 91f9dfdaec improvement(governance): derived access (#5134)
* improvement(governance): org-ws-credential roles clarity

* revert isHosted

* improvement(credentials): code cleanup

* address comments

* make kb cascade delete on user hard delete

* revert env flags

* chore(db): drop local 0242 migration to regenerate after merging staging

Our 0242 collides with staging's 0242. Remove it (and its snapshot +
journal entry) so the KB-cascade migration can be regenerated with the
correct number on top of the merged staging migrations.

* chore(db): regenerate kb→workspace cascade migration as 0243

Regenerated via drizzle-kit generate on top of the merged staging
migrations (staging took 0242). Re-applied the safety edits: NOT VALID
+ separate VALIDATE on the FK re-add, and the -- migration-safe note on
the DROP. check:migrations passes.

* improve copy

* update docs
2026-06-19 12:47:09 -07:00