Commit Graph
210 Commits
Author SHA1 Message Date
Waleed a7115e87ee feat(integrations): add Azure Data Explorer (#6701)
* feat(integrations): add Azure Data Explorer

Add a 14-operation Azure Data Explorer (Kusto) integration covering KQL
queries, schema and metadata discovery, table management, inline and
query-sourced ingestion, ingestion-failure triage, and arbitrary
management commands.

Authentication uses a Microsoft Entra service principal through an
internal proxy route, since the Kusto token audience is per-cluster and
cannot be expressed as a static-scope OAuth provider.

* fix(azure-data-explorer): only read partial-failure status from the QueryStatus table

Scanning every returned table for Severity and StatusDescription columns
misread an ordinary query as a failed request whenever the user's own
result selected columns of those names — a common shape for a log table.

Failure detection now consults only the table the response's table of
contents names as QueryStatus, and primary-result selection reuses the
same index instead of re-reading it.

* fix(azure-data-explorer): keep the Show Operations and Show Table Details cards from painting empty

check:canvas-sentences flagged the Show Operations sentence: it anchored
`core` on operationId, which is an advanced-mode optional field, so an
untouched card resolved to nothing and painted empty. Show Table Details
had the same shape in milder form — table is optional there, since
omitting it describes every table, leaving a dangling preposition.

Both now lead with literal copy and treat their field as an optional
refinement. Also simplifies the primary-table condition to a single
`!= null` check.

* fix(azure-data-explorer): authenticate sovereign clusters against their own Entra authority

The cluster allowlist accepted Azure China and US Government hosts, but
every token request went to login.microsoftonline.com. Those clouds are
isolated instances with their own Entra endpoints, so a sovereign cluster
passed URI validation and then could never obtain a token.

Each Kusto service domain is now declared alongside the authority that
issues tokens for it, so the two cannot drift apart, and the authority is
part of the token cache key.

* improvement(azure-data-explorer): warn that ingest-from-query matches columns by position

Kusto aligns an ingested query result to the target table on column type
and order, never on column name, so a query projecting the right columns
in the wrong order lands data in the wrong columns without erroring.

Surfaces that in the tool description and param the model reads, in the
wand prompt that generates the query, in the rollup skill's steps, and in
the docs. Also verifies the target schema first rather than after.

* chore(azure-data-explorer): drop the unsourced kustomfa host from the cluster allowlist

Every other entry traces to a Microsoft reference — the Kusto
connection-string doc, the national-cloud endpoint tables, and the Fabric
KQL-database REST reference. kustomfa.windows.net does not, and the
connection-string doc states the trust boundary as hostnames ending in
kusto.windows.net.

An allowlist should only hold hosts we can justify, so this drops it and
records the sourcing standard for anything added later.

* fix(azure-data-explorer): handle commas inside quoted properties and empty extent IDs

Two defects in the shared command helpers:

buildWithClause split the property list on every comma before validating,
so a value that legally contains one — a docstring sentence, or a tags
array with more than one entry — was torn in half and rejected. Splitting
is now quote-aware, and an unterminated quote is rejected outright rather
than swallowing the rest of the clause.

transformColumnListResponse dropped empty strings, but `.ingest inline`
reports "no data shards were generated" as a single record carrying an
empty extent ID. A no-op load therefore looked like a missing column
instead of an empty result. Only non-strings are skipped now.
2026-08-14 12:27:13 -07:00
Waleed 1d342722ad feat(rabbitmq): add RabbitMQ integration (#6700)
* feat(rabbitmq): add RabbitMQ integration

* fix(rabbitmq): strip auth on redirect, require https, and bound the retrieval response

* fix(rabbitmq): reserve message metadata in the retrieval response budget
2026-08-14 12:05:01 -07:00
1424809614 feat(netsuite): add Oracle NetSuite integration (#6476)
* revise netsuite integration

* fix(netsuite): align selector route with snowflake

* test(netsuite): remove selector route coverage

* test(netsuite): align coverage with snowflake

* fix(netsuite): complete integration validation

* refactor(netsuite): align integration with codebase patterns

* test(netsuite): correct async job citation

* fix(netsuite): address final audit findings

* fix(netsuite): surface upsert/transform Location, relax task link check

Oracle documents the Location response header for create and update, and
both tools already require it. Upsert and transform also produce a record
but Oracle documents no response headers for either, so they dropped the
header entirely and the new record's ID was unreachable.

Add a `resource-optional` location mode that captures Location when
NetSuite sends it and never fails when it is absent, and wire it to
upsert and transform along with their tool and block outputs.

Async task discovery rejected the whole response if any task link carried
a rel other than `self`, collapsing the picker into a 502. Oracle
documents a `self` link per task but never guarantees it is the only one,
so skip other relationships and fail only when no self link exists.

Also use the shared `truncate` helper in the error sanitizer per the
repo convention instead of an inline slice.

* fix(netsuite): validate SuiteQL pages against their documented shape

The shared collection-page validator required links, items, count,
hasMore, offset, and totalResults on every 200, and a missing field turns
a successful call into a reported failure.

Oracle documents all six for record collections and SuiteAnalytics
dataset pages, but its SuiteQL reference lists only links, count, offset,
totalResults, and items. A documented SuiteQL response that omits hasMore
would therefore have been rejected.

Split out a suiteql-page validator that requires the five documented
SuiteQL fields and type-checks hasMore only when the account returns it.
Record collections and dataset pages keep requiring all six.

* chore(netsuite): regenerate tool metadata after rebase on staging

The rebase conflicted only in the generated tool-id, tool-metadata, and
tool-output artifacts, which NetSuite and the newly landed LogRocket
integration both extend. Regenerated from the merged registries: the
result is staging's catalog plus the 27 NetSuite tools, with LogRocket's
entries intact and no other tool changed.

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-13 15:47:03 -07:00
Waleed 58b5ee9337 feat(logrocket): add LogRocket integration (#6678)
* feat(logrocket): add LogRocket integration

* improvement(logrocket): fail loudly on a non-numeric identify timestamp and cover releases in the catalog copy

* fix(logrocket): require a highlights identity and treat pagination cursors as opaque strings

* fix(logrocket): trim request fields so whitespace-only input fails validation

* fix(logrocket): declare the release version in the block inputs map
2026-08-13 15:01:22 -07:00
2805a8def9 feat(windchill): add document integration (#6577)
* feat(windchill): add document integration

* fix(windchill): align tool contracts and docs

* fix(windchill): use official integration icon

* fix(windchill): correct response and paging semantics

* fix(windchill): align execution and API contracts

* refactor(windchill): inline route authentication

* fix(windchill): correct OData query encoding, content download, and cleared-field handling

Validated the integration end to end against PTC Windchill REST Services 2.7
documentation and fixed every divergence found.

Protocol correctness:
- Encode OData query spaces as %20 rather than the form-encoded `+` that
  URLSearchParams emits. Every multi-token $filter and $orderby reached
  Windchill as a literal `+` and could not match.
- Download content through the documented typed navigation
  `<content>/PTC.ApplicationData/Content/URL`, which returns a signed vault
  URL, instead of a `$value` segment that WRS does not implement. The
  resolved URL is pinned to the configured HTTPS origin.
- Terminate every Stage 2 CacheDescriptor_array entry with `;` to match the
  documented grammar.
- Raise the $top bound to Windchill's documented 2000 maximum, keeping 200 as
  the default page size.

Cleared-field handling:
- The executor merges raw block inputs before the block's param transform, so
  omitting a key could not clear it. A cleared numeric or boolean field
  reached the URL builder as '' and threw, and cleared optional strings failed
  contract validation. Coercions now emit an explicit undefined, and the
  internal-route body strips blanks centrally.

Robustness and contracts:
- Bound the document-structure walk to the depth actually requested.
- Loosen response schemas that re-applied request-side bounds to
  provider-returned values, which turned committed mutations into opaque
  parse failures.
- Return contract-shaped bodies for oversized, malformed, and unhandled
  request failures.
- Normalize downloaded content types and drop charset parameters.

Presentation and docs:
- Square the icon to a centred tile on white.
- Replace WT.Document and PATCH-compatible jargon with plain language.
- Fix canvas sentence noun stutters on the bulk operations.
- Correct the revision skill's unverified working-copy claim to read the OID
  back rather than assume it, and add retirement and stale-checkout skills.
- Add a manual intro section to the integration docs page.

* fix(windchill): align tool copy with the docs page and rebase the route baseline

Tool descriptions feed both the integration catalog and the generated docs page,
so the plain-language pass had to reach them too: drop WT.Document and
PATCH-compatible from the operation copy, and correct the $top bound the
descriptions still advertised as 200.

Correct the docs intro's attachment wording, gloss OData on first use, and
attribute the bulk-atomicity claim to PTC's documented behavior.

Raise the API route-count baseline, which staging advanced while this branch
was behind.

* feat(windchill): add update common properties

Name, Number, and Organization are rejected by the PATCH-based update
operation, and the rejection message told users to reach for Windchill's
UpdateCommonProperties action that the integration did not expose. Add it.

PTC documents UpdateCommonProperties as a bound DocMgmt action taking an
Updates wrapper, available when hasCommonProperties is set on the Documents
entity, and refused while the document is checked out. The subblock and param
descriptions carry that constraint, and the rejection message now names the
operation that does the job.

* test(windchill): assert block and tool params stay aligned for every operation

Validating the new operation surfaced that nothing enforced the block-to-tool
alignment the review process had been checking by hand. Assert it for all 27
operations instead: every required tool param has a required, non-advanced
input under that operation's condition, and no operation shows an input its
tool cannot accept.

Both fail on a deliberately broken condition or a dropped required flag.

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-12 13:18:31 -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
3096de846e feat(integrations): add Snowflake PAT integration (#6407)
* feat(integrations): add Snowflake PAT integration

* fix(snowflake): scope block params by operation

* refactor(integrations): simplify Snowflake safeguards

* refactor(snowflake): isolate statement capabilities

* fix(snowflake): localize required user agent

* chore(snowflake): limit changes to integration scope

* fix(snowflake): correct SQL generation, transport, and param conventions

Address defects found by validation against the Snowflake SQL API v2 and
SQL reference docs.

SQL generation:
- lift PARSE_JSON out of the VALUES clause into a projecting SELECT; the
  previous form is rejected for any object or array value
- escape backslashes as well as quotes in string literals, closing a COPY
  option injection through the user-or-llm stagePath and pattern fields
- reject "--" in stage paths, which commented out every following clause
- emit COPY INTO clauses in the documented positional order
- exclude only view types in introspect_schema so temporary, external, and
  event tables are visible
- use plain equality in MERGE and reject null or duplicate match keys
- bound rows and bound-value bytes for every statement, measured in UTF-8
- reject qualified task names, which TASK_HISTORY silently ignores
- replace a raw NUL byte in the source with its escape sequence

Transport:
- read DML stats from the documented top-level ResultSet property
- drop Link-header and 391908 paging, which belong to the retired API, and
  report partition completeness as unknown rather than falsely complete
- require a 2xx status before trusting a success SQLSTATE
- cap response bodies and fail closed on invalid session context names

Conventions:
- inline shared params into each tool instead of cross-file spreads, which
  also lets the docs generator emit host and apiKey
- use the official Snowflake brand mark on a white tile

* fix(snowflake): emit task history time bounds as literals

TASK_HISTORY only accepts bind variables for RESULT_LIMIT and TASK_NAME per
BCR-1410, and that change explicitly excludes a bind passed through another
function first. A bind in SCHEDULED_TIME_RANGE_START/END is therefore dropped
without an error, so the requested window became a no-op and the function fell
back to returning the most recent runs. Emit validated literals instead, which
also restores Snowflake's seven-day range error.

Also reject a fractional skip-file percentage at the block boundary rather than
in the builder, and correct the cancel description: a cancelled child marks the
task graph run failed, so downstream tasks are skipped rather than continuing.

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>
Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-08 16:26:57 -07:00
Waleed 56200177e6 feat(mintlify): add Mintlify integration (#6457)
* feat(mintlify): add Mintlify integration

Adds all 18 documented Mintlify REST API endpoints across deployment, automation, agent jobs, prose detection, docs search/assistant, and analytics export.

* refactor(mintlify): tighten payload typing and test import
2026-08-08 15:46:29 -07:00
Waleed 2e7e5ae804 feat(dynatrace): add the Dynatrace integration (#6393)
* feat(dynatrace): add the Dynatrace integration

Adds a Dynatrace block backed by 22 Environment API v2 tools, covering the
surfaces an observability workflow actually reaches for:

- Problems: list, get, close, list comments, add comment
- Metrics: query data points, list and get descriptors, ingest line protocol
- Entities: list, get, list entity types
- Events: list, get, ingest
- Logs: search, ingest
- SLOs: list, get
- Application Security: list and get security problems
- Audit log: read

Every request path, query parameter, and response mapping is taken from the
published Dynatrace API reference — no inferred fields. Auth is an access
token sent as `Authorization: Api-Token ...` against a user-supplied
environment URL, so SaaS, Managed, and environment ActiveGate all work.

Two details worth knowing:

`ingest_event` exposes Dynatrace's event timeout as `eventTimeout`, not
`timeout`. The tool transport reserves `params.timeout` for the HTTP request
deadline, so the obvious name would have silently retargeted the wrong knob.

`get_metric` encodes its path segment with `encodeDynatracePathSegment`
rather than `encodeURIComponent`, which leaves the `:` separators in metric
keys and transformation operators intact, matching the docs' own examples.

* fix(dynatrace): close the gaps a validation pass turned up

Three real defects and one usability gap, all found by auditing the tools
against the Dynatrace API reference a second time.

`ingest_logs` double-encoded its payload. `logs` is a `json` param, and a
`json` param arrives as a *string* whenever it comes from a long-input field
or an LLM tool call — only a block-to-block reference hands over a parsed
value. `JSON.stringify` on that string produced `"[{...}]"`, so Dynatrace
received a quoted string where it expected an array. The block hid this in
the UI path by pre-parsing, but the parse lived in `tools.config.params` and
*threw* on malformed input, and it never covered the direct tool-call path at
all. Both tools now normalize through the shared `parseJsonParam`, so the
tool is correct regardless of who calls it, and the block just forwards the
raw value. `ingest_event.properties` had the identical bug.

Path identifiers were not trimmed. A problem or entity ID pasted with a
trailing newline became `%0A` in the URL and 404'd with nothing to suggest
whitespace was the cause.

Errors dropped the part that matters. Dynatrace's ErrorEnvelope carries
`constraintViolations[]`, which names the offending selector or parameter;
the generic `nested-error-object` extractor returns only `error.message`
("Constraints violated."), and which extractor won was left to fallback
order. Adds a `dynatrace-errors` extractor that folds the violations into the
message and pins it on all 22 tools. It sits after `nested-error-object` in
the chain, which already matches this shape, so no other service's error
handling changes.

Adds 21 tests covering URL construction for SaaS/Managed/ActiveGate, cursor
pagination dropping sibling filters, identifier trimming, metric-key colon
preservation, both JSON-param paths, the `eventTimeout` -> `timeout` mapping,
EntityStub flattening, the audit log's dotted `dt.settings.*` keys, and the
204/200 split on log ingestion.

* docs(dynatrace): add the page intro, and pin every response key in tests

Adds a MANUAL-CONTENT:intro block to the generated integration page covering
what the block reaches, how to get an environment URL and a scoped token for
SaaS vs Managed, how selectors work, and how cursor pagination behaves.
Verified it survives `generate-docs.ts` byte-identically.

Also closes the last silent-failure gap the validation pass left open. A
wrong top-level response key does not throw — it maps to an empty array and
reads as "no results", which is indistinguishable from a genuinely empty
environment. Dynatrace is unusually easy to get wrong here: the SLO list
returns `slo` (singular) and the metric query returns `result` (singular).
Adds a table-driven test asserting the documented key for all ten list
endpoints plus the scalar keys of the ingest and single-entity responses.
Confirmed it bites by flipping `data.slo` to `data.slos` and watching only
that row fail.

* chore(dynatrace): type the shared param map as unknown

Review follow-up. `Record<string, any>` in the block's params builder dropped
compile-time checking from every operation's shared params; `unknown` is
enough here since the values flow straight into the tool param maps. Matches
.claude/rules/sim-typescript.md, which sibling blocks (Datadog, Grafana)
still violate.

* fix(dynatrace): stop three silent failures found in a final read-through

All three turn a failed call into something that looks like a successful
empty one, which is the worst shape for an observability integration — you
cannot tell "nothing is wrong" from "the call did not work".

`readJsonBody` swallowed any unparseable body and returned `{}`. A gateway
HTML page, a captive-portal interstitial, or a truncated payload therefore
mapped every field to null and read as "no problems found". Only genuinely
empty bodies are tolerated now (201 from add-comment, 204 from log ingest);
anything else that will not parse raises with a truncated preview.

`ingest_logs` sent `[]` when the payload was missing or empty. Dynatrace
answers 204 to that, so the tool reported `accepted: true` for a call that
shipped no logs. It now fails loudly instead.

`encodeDynatracePathSegment` percent-encoded the whole metric key and then
regex-unescaped `%3A` back to `:`. Same output, but it undoes the encoder's
work and hides the intent. Colons are structural in a metric key, so it now
splits on them, encodes each part, and rejoins — which says that directly.

Each fix has a test, and each test was confirmed to fail in isolation with
only its own fix reverted.
2026-08-07 17:35:49 -07:00
Waleed aae9ce62e7 feat(smartlead): add Smartlead integration (#6352)
* feat(smartlead): add Smartlead integration

Adds a Smartlead block with 22 tools covering campaigns, sequences, leads,
analytics, and webhooks.

Every request path, parameter, enum, and response mapping was verified against
the live Smartlead API rather than its documentation, which proved unreliable:

- `POST /campaigns/new` (documented) 404s; the real path is `/campaigns/create`
- `GET /campaigns/{id}` and `/sequences` return bare payloads, not the
  documented `{success, data}` envelopes
- `/statistics` returns paginated per-email rows, not the documented aggregate
- `POST /campaigns/{id}/leads` returns import counters under entirely
  different field names than documented
- documented `/leads/{id}`, `/top-level-analytics`, `/all-leads-activities`,
  `/lead-lists/`, and `/lead-tags/` all 404

Enum values (campaign status, track settings, stop-lead settings, webhook event
types, engagement status) were probed value-by-value against the API.

Notes on the API's shape, encoded in the mappers:
- string-encoded numbers (`total_leads: "1"`, `sent_count: "0"`) are normalized
  to numbers so a field never changes type between operations
- `seq_delay_details` is read as `delayInDays` but written as `delay_in_days`
- webhook writes echo `event_type_map`/`category_id_map` objects while the list
  endpoint returns `event_types`/`categories` arrays; both map to arrays
- `track_settings` reads back in a vocabulary it will not accept on write

Statistics rows and lead message-history entries pass through unmapped: no
account could produce a non-empty sample, so no field names were invented.
Email-account tools and a webhook trigger are omitted for the same reason.

Adds a `smartlead-errors` extractor since the API's 400s put the useful text in
`message` while `error` is only "Bad Request".

* feat(smartlead): expand to the core workflow surface and fix review findings

Grows the block from 22 to 47 tools and fixes every defect found in review.

New tools (all executed against the live API end to end):
campaign email accounts (list/add/remove), duplicate, delete, CSV lead export,
webhook delete + delivery summary, lead + mailbox statistics, top-level
analytics by date, lead activities, get lead by id, unsubscribe from campaign,
unsubscribe globally, mark complete, delete from campaign, master-inbox
replies, lead lists (list/get/create/update/delete), email accounts, clients.

The endpoint inventory was rebuilt by extracting method+path from all 212
reference pages, which corrected several earlier conclusions: get-lead-by-id is
`/leads/{id}` (not under `/campaigns/`), lead lists are `/lead-list/`
(singular), and lead activities are `/campaigns/all-leads-activities` with no
campaign segment. More documented paths that 404 in reality: lead tags at
`/crm/leads/tags`, and webhook delete at `/campaigns/{id}/webhooks/{id}` —
deletion actually takes the id in the body.

Shapes the docs got wrong again, caught live: `GET /leads/{id}` wraps the lead
in a single-element `data` array; `DELETE .../leads/{id}` answers with the bare
string `success`, not JSON; duplicate returns `newCampaignId`; create/update
lead list take `listName`, and mark-complete takes `campaign_lead_map_id` where
its siblings take `lead.id`.

Review fixes:
- get_campaign, get_campaign_analytics and get_lead_by_email reported an
  all-null success for a missing resource, because Smartlead answers HTTP 200
  with `{}` (or an empty body) instead of 404. They now fail closed.
- update_campaign_settings silently reset stop_lead_settings and
  send_as_plain_text: their dropdown defaults are materialized at block
  creation, so every settings update carried them. Both now default to
  "Leave unchanged".
- Malformed JSON in Leads/Sequences/Custom Fields resolved to `undefined`,
  which overwrote the raw string the executor falls back on and dropped the
  field silently. Parsing now raises, and is scoped to the operation that
  consumes the field so a stale hidden value cannot fail an unrelated one.
- The four documented import overrides (block/unsubscribe/duplicate/bounce
  lists) had no field, so the block's own skill instructions were unexecutable.
- leadId did not distinguish lead.id from campaign_lead_map_id; passing the
  latter 404s, and list_campaign_leads surfaces it first.
- Path ids are trimmed and escaped; dead code and a hand-rolled id mapper removed.

Unverified and called out rather than guessed: add/remove email accounts to a
campaign (no mailbox could be connected, so only their error shape was seen),
and the row shapes for statistics, message history, inbox replies, email
accounts and clients — every one of those collections was empty on the
verification account, so their rows pass through unmapped.

* fix(smartlead): correct request params and outputs found in re-validation

Three tools sent a parameter Smartlead's validator rejects outright with 400,
so the affected operations failed whenever the field was filled in:

- get_campaign_lead_statistics paginated with `skip`; the endpoint accepts
  `offset` and only echoes it back as `skip`.
- list_lead_activities and list_inbox_replies both sent a campaign filter.
  `campaign_id`, `campaignId`, `campaign_ids` and `email_campaign_id` are all
  rejected, so the filter is gone rather than advertised and broken.

mark_lead_complete reported `next_sequence: null` on every call, including when
a step remained: `status.nextSequence` is an object, not a number. It now maps
to `next_sequence_id` and `next_sequence_delay_in_days` — verified live
returning step 10093171 rather than null.

get_lead_by_id reused the by-email mapper, so it always claimed the lead belongs
to zero campaigns; `GET /leads/{id}` omits `lead_campaign_data` entirely. It now
declares the narrower shape it actually returns.

A stale advanced `clientId` leaked into list_email_accounts: advanced subblocks
serialize without evaluating their condition, and that tool consumes `clientId`
while sitting outside its condition list. The field is now offered for that
operation too, so the value is visible wherever it is sent.

Two dropdowns had defaults that act on their own. `status` defaulted to PAUSED,
so choosing Update Campaign Status and never opening the dropdown paused the
campaign; it now requires an explicit choice. `pauseLead` sent `false` on every
categorization, which risks resuming a paused lead; it now defaults to leaving
the state alone.

Also counts CSV export rows with a quote-aware scan so a newline inside a name,
location, or custom field no longer inflates the count, and fills in the block
output declarations for the fields the 47 tools actually return.

* fix(smartlead): preserve a zero-day next-sequence delay and render enum values in docs

A next sequence scheduled to send immediately reported no delay at all:
`Number(next.delayInDays) || null` mapped a legitimate 0 to null.

Tool descriptions built enum lists with template literals. The runtime value
and the LLM-facing tool metadata were correct, but the docs generator reads the
description statically, so the public page rendered
`${SMARTLEAD_CAMPAIGN_STATUSES.join(...)}` instead of START, PAUSED, STOPPED.
The five affected descriptions now spell the values out.

* fix(smartlead): stop email-account tools from emitting mailbox credentials

Connecting a real mailbox to the verification account made the email-account
response shapes observable for the first time, and they carry the stored
credentials: `GET /email-accounts/{id}/` and the campaign route return
`password` in plaintext, the list route returns it base64-encoded, and both
carry `imap_password`.

Both tools passed rows through unmapped, so those values would have reached
workflow output, execution logs, and model context. They now select fields
explicitly and omit the credentials.

Verified against the live API: the API response contains the password while the
tool output does not, for both tools.

Also fills in the real email-account fields, which were previously an opaque
array — id, sender identity, SMTP/IMAP host and port, verification state and
last error, sending caps, warmup status, and tags.

* fix(smartlead): remove the dead campaign field that could target the wrong campaign

Removing the campaign filters from list_lead_activities and list_inbox_replies
left their `activityCampaignId` subblock, its params mapping, and its inputs
entry behind. Two problems, the second serious:

- On those two operations the field promised campaign scoping the API cannot
  do. Smartlead rejects every candidate key (`campaign_id`, `campaignId`,
  `campaign_ids`, `email_campaign_id`), so the value was silently discarded and
  account-wide results were reported as scoped.
- Worse, the field is `mode: 'advanced'`, and advanced subblocks serialize
  without evaluating their condition. A value left over from listing activities
  therefore fed `campaignId` on all 32 campaign operations through the
  `params.campaignId || params.activityCampaignId` fallback. Configuring List
  Lead Activities with campaign 111, then switching the block to Delete
  Campaign and leaving Campaign ID blank, would have passed required-validation
  and deleted campaign 111.

Both list tools now also say plainly that Smartlead exposes no campaign filter,
rather than advertising one in their descriptions.

Also: route mark_lead_complete's next-sequence id through the shared numeric
coercion, since Smartlead string-encodes numbers inconsistently and its sibling
field already arrives as a string; re-bind the two enum constants that lost
their last consumer so the literal descriptions cannot drift undetected; and
declare the 17 tool output keys the block was missing — `accounts` most
importantly, which is the entire payload of both email-account tools.
2026-08-06 17:40:20 -07:00
mzxchandraandWaleed Latif dc5bab6e54 feat(embeddings): multi-provider Embeddings block on a shared core (#6317)
* feat(embeddings): multi-provider Embeddings block on a shared core

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Review round 1.

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

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

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

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

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

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

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

Review round 2.

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

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

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

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

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

Review round 3.

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

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

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

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

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

Review round 4.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Second validation pass against provider documentation.

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

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

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

Four gaps found in the validation pass.

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

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

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

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

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

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

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

Findings from a four-angle quality review.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Two things surfaced once the tables populated.

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

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

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

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-06 15:25:17 -07:00
Waleed dcaa118752 improvement(docs): restructure sidebar, align chrome, rename Mothership to Chat (#6296)
Sidebar: 11 separator groups become 5, with each module a collapsible folder
that auto-opens on the active page. 61 always-visible rows drop to 16. Groups
mirror the app's own nav (Chats/Workspace/Workflows) rather than inventing a
taxonomy; Enterprise and Self-Hosting are hoisted out of Platform.

Chrome: register the `hover-hover` variant, without which every @sim/emcn hover
state silently compiled to nothing; restore the sidebar's Geist font stack; add
11 emcn tokens that were falling back to currentColor; adopt the named type
scale; align row geometry, hover tokens and group labels with the app.

Rename: mothership/ -> chat/ with redirects for the old URLs. Asset paths,
the @mothership.sim.ai domain and the `mothership` log-trigger enum value are
deliberately left alone -- they are CDN objects, a real domain, and a live
product value.

Also removes the page-type badge, drops the "Next" heading from the ToC, and
lets FAQ rows open independently so expanding one no longer shifts the page.
2026-08-05 13:49:17 -07:00
Waleed c14818b7bb improvement(emcn): normalize the chevron geometry and consolidate consumers (#6258)
* improvement(emcn): normalize the chevron geometry and consolidate consumers

The sidebar folder arrow read as much larger than the icons beside it. It was
measurably so: `ChevronRight` was a triple outlier in the icon set.

| | ChevronRight | house standard |
|---|---|---|
| viewBox | `0 0 6 10` | 24-based — 149 of 173 icons |
| glyph fill | 80% of the box | 54% median |
| strokeWidth | 1.2 | 1.55 — 153 of 173 |
| cap/join | square/miter | round/round — 175/177 |

Because the box was tight-cropped, a square `size-[16px]` scaled the glyph to
12.8px tall where a standard icon shows ~8.6px — about 50% larger, with a
relatively ~85% heavier stroke. The lucide icon it replaced was a 24-box at 50%
fill, which is why this only appeared after the migration.

`chevron-down`, `chevron-right` and `chevron-left` are rebuilt as the exact
mirror and transpose of `chevron-up`, which already sets the house standard, so
their optical weight is identical to that sibling by construction rather than by
eye.

Changing the viewBox is not safe on its own: 36 call sites sized these to the
old tight aspect (`h-[7px] w-[9px]`, `h-[6px] w-[10px]`, ...), which would
letterbox against a square box. All of them move to `size-[14px]`, the documented
default and the app's dominant size (212 uses). Every one of the 94 chevron call
sites is now square-sized.

Two of those were only reachable through indirection and would have regressed
silently: `STYLES.chevron` in the terminal's structured output, and the
sidebar-section chevron inside a multi-line `cn()`. The dropdown submenu chevron
carried no size at all and was relying on the icon's intrinsic 6x10 — it would
have jumped to 24x24.

Also unifies `folder-input`, which carried both 1.55 and 2 within one icon.

Docs consolidation, same theme — it was forking shared components:
- `SidebarChevron` was a private inline copy of the old 6x10 chevron; it now
  wraps the shared `ChevronRight`.
- `ThemeToggle` inlined lucide's sun and moon at strokeWidth 1.5; both now come
  from `@sim/emcn/icons` at the house 1.55.

Docs inline `<svg>` files drop from 9 to 7; the remainder are the brand icon set,
the logo, OG-image generation and bespoke hand-positioned shapes.

Left alone: 16 icons whose stroke or box still differs. They are fill-based
glyphs and brand marks (`sim`, `wordmark`, `folder`, `more-horizontal`, ...)
where changing the stroke means redrawing the icon — that wants visual review,
not a sweep.

Verified: 23/23 type-check (--force), biome, api-validation, 18361 tests, and
production builds of both apps.

* docs(emcn): correct the chevron geometry left in two comments

ChipChevronDown's TSDoc still described centring a 10x6 glyph, and the
enterprise sidebar's chip-parity comment still cited a 6x10 chevron. Both
now read 14px, matching what the components actually render.
2026-08-04 12:38:10 -07:00
Waleed 3d8b2ed050 improvement(docs): inherit the platform border and font-weight scales (#6252)
* improvement(docs): inherit the platform border and font-weight scales

#6241 consolidated the app's neutral border tokens and flattened its
font-weight scale. `apps/docs` was carrying an untouched copy of the
pre-migration values, so the two have visibly drifted — the docs `@theme`
block already declares it "mirrors apps/sim/tailwind.config.ts", so the
drift is against stated intent rather than a deliberate divergence.

Borders — same consolidation as the app:
- `--border` #dedede -> #d8d8d8 (light), #333333 -> #444444 (dark)
- `--border-1` and `--border-muted` become aliases of `--border`, so the 19
  existing `var(--border-1)` consumers pick up the unified colour without
  being touched
- `--divider` is retired; its single consumer moves to `--border`

Font weights — the arbitrary values the app dropped:
- `font-[480]`/`font-[470]`/`font-[500]` -> `font-medium`, `font-[430]` ->
  `font-normal`, `font-[600]` -> `font-semibold`

The navbar's active tab and its invisible width-reserving ghost both used
`font-[480]`; they move to `font-medium` together, so the anti-layout-shift
trick still holds.

Deliberately NOT ported: the app's `--border-width` hairline (0.5px on hi-dpi).
The app wires it through `borderWidth.DEFAULT` in a Tailwind v3 JS config; docs
is Tailwind v4 CSS-first, which hardcodes `border: 1px` in the utility with no
theme key, so matching it means overriding a Tailwind utility. That is a
site-wide visual change and wants its own PR with visual review.

Also unchanged: the inline SVGs. `components/icons.tsx` (328) is the brand and
integration set, `sim-logo` is a brand mark, and the handful of remaining
shapes are bespoke and positioned by hand. Docs already consumes
`@sim/emcn/icons` in the 15 places where a shared icon is the right call, and
imports zero lucide.

* improvement(docs): finish the platform token sweep

Follow-on within the same PR. A full comparison of every custom token docs
rolls against the platform found three more classes of drift.

Text scale — #6241 retuned these and docs kept the old values:
- `--text-body` #3b3b3b -> #434343 (light), #cdcdcd -> #c1c1c1 (dark)
- `--text-muted` #707070 -> #7a7a7a (light), #787878 -> #6e6e6e (dark)
- `--text-icon`  #525252 -> #5a5a5a (light), #a0a0a0 -> #969696 (dark)

Docs and the app now agree on all 62 shared token names, with zero divergent
values.

Missing shared-component tokens. Docs renders `@sim/emcn` (Badge, Chip,
ChipLink) and `@sim/workflow-renderer` (block, subflow and note views), but
never defined 14 of the tokens those components reference — an undefined
`var()` silently falls back to `currentColor`, so the failure is invisible
until the branch that uses it renders. Several are live: `--warning` on an
edited subflow, `--caution` on inline code inside a note, `--text-placeholder`
on an empty note, `--border-success` on a successful run edge. Added with the
app's values, along with `--text-icon-muted` (new in #6241) and the four Badge
palettes docs lacked (teal, cyan, pink, blue-secondary), so any variant renders
correctly rather than being one prop away from black.

Type scale — docs declares micro/xs/caption/small/base/md in `@theme` but 20
call sites bypassed it with identical raw values (`text-[13px]`,
`text-[0.8125rem]`, `text-[12px]`, `text-[15px]`, `text-[10px]`). Each now uses
the token; every value is byte-identical, so this is a rename, not a restyle.
The class reordering in the same files is biome's `useSortedClasses` reacting
to the rename — verified as a pure permutation, with the class multiset
unchanged in every file.

Deliberately left alone:
- `#33C482` / `#2FB3FF` — brand-mark SVG fills and default props in demo data,
  not styling.
- The Ask AI button's inverted `#383838`/`#575757`/`#e0e0e0`/`#cfcfcf`. The
  platform's `--surface-inverted`/`--surface-inverted-hover` hold *different*
  values, so adopting them would restyle the control rather than tokenize it.
  Worth doing, but as a visual change with review.
2026-08-04 10:54:02 -07:00
Emir KarabegandWaleed Latif 9b9da81a27 improvement(platform): drop lucide-react for the in-house icon set, flatten the type and border scales, and retire scheduled tasks and workflow references (#6241)
* border styling

* improvement(platform): migrate off lucide-react, flatten the font-weight scale, and retire scheduled tasks and workflow references

* chore(platform): drop the dead schedule client layer and repair stale rule and skill docs

Follow-up cleanup for the platform commit, which removed the workspace
scheduled-tasks surface and migrated off lucide-react. Both left dead tails
that type-check clean, so nothing flagged them.

Six mutation hooks in hooks/queries/schedules.ts lost their only consumer when
the scheduled-tasks page was deleted: useDisableSchedule, useResumeSchedule,
useDeleteSchedule, useExcludeOccurrence, useUpdateSchedule, useCreateSchedule.
They are removed along with the three contract objects that served only them —
disableScheduleContract, excludeOccurrenceContract, deleteScheduleContract.

disableScheduleBodySchema and excludeOccurrenceBodySchema are deliberately
kept: both are members of scheduleUpdateSchema, the discriminated union the
live PUT /api/schedules/[id] route parses. Dropping them would collapse the
union and 400 the disable and exclude_occurrence actions.

The schedule-calendar tree and its utils stay unmounted for later reuse. Its
TSDoc now says so, since it has no importer and would otherwise read as dead
code on the next sweep.

The add-enrichment skill templated an import from lucide-react, a dependency
the platform commit deleted, so running it produced an unresolvable import. It
now points at @sim/emcn/icons, matching all five shipped enrichments. The
emcn-design-review skill and several rule files still pointed at
apps/sim/components/emcn/**, which moved to packages/emcn/**.

Also corrects the documented Chip variant list — it advertised a ghost variant
that never existed and omitted border — repoints the sim-url-state date-parser
example at an inline snippet now that its source file is gone, and normalizes
the one strokeWidth the icon migration left at 1.5 in bubble-chat-delay.

* fix(platform): mark the resource chrome as client components

`skills/page.tsx` is a Server Component, and this branch moved its
`IntegrationTabsHeader` import onto the `@/app/workspace/[workspaceId]/components`
barrel. That barrel re-exports `SortDropdown` from `resource-options`, which
calls `useState`, so the server graph now reaches a client-only module and
`next build` fails. `resource-header` has the same latent problem (`useState`,
`useEffect`, `useRef`).

Both files are genuinely client components, so they get the directive rather
than the page dropping the barrel import — local feature barrels are the
convention here.

Also drops a stale `lucide-react` mention now that the dependency is gone.

* chore(scheduled-tasks): remove the scheduled-task logic

Scheduled tasks are retired. This removes the `sourceType = 'job'` half of
`workflow_schedule` from the application, leaving the workflow Schedule
trigger (`sourceType = 'workflow'`) untouched.

Gone:
- the job orchestration layer (`lib/workflows/schedules/orchestration.ts`)
  and the agent-job runner in `background/schedule-execution.ts`
- the job claim/dispatch half of the schedules execute tick
- POST /api/schedules (job creation) and the job branches of
  GET /api/schedules and PUT/DELETE /api/schedules/[id]
- the copilot job tools and handlers, the `scheduledtask` resource type and
  chat-context kind, and the VFS `jobs/` materialization
- the scheduled-task analytics events and the job variant of the
  schedule-disabled email

Kept on purpose: `scheduled-tasks/components/schedule-calendar/**` and
`scheduled-tasks/utils/**`, which the agents module will reuse.

`packages/db/schema.ts` is deliberately untouched — the columns stay for now
and come out in a follow-up with a proper expand/contract migration.

The generated copilot catalog and VFS snapshot types are regenerated from
the matching copilot PR, which removes the tools and the `jobs` snapshot
field at the source.

Verified: 23/23 type-check, biome, api-validation, production build, and the
full vitest suite (18361 passing; the one failure in
executor/handlers/pi/cloud-review-tools.test.ts predates this branch).

* fix(sidebar): derive the settings and switcher widths from SIDEBAR_WIDTH

This branch moved `SIDEBAR_WIDTH.DEFAULT` from 248 to 238 but left two
hardcoded `248px` chrome widths behind, so both sat 10px wider than the live
sidebar:

- the workspace-switcher menu, which is meant to line up with the sidebar
  column it drops out of
- the standalone settings sidebar, whose own comment says to keep it in step
  with the in-workspace chrome

Both now read `SIDEBAR_WIDTH.DEFAULT` directly rather than repeating the
number, so the next change to the constant cannot leave them stale again.

* fix(schedules): stop the API accepting actions it no longer handles

Adversarial pass on the scheduled-task removal found a real regression in
PUT /api/schedules/[id].

Removing the job-only `update` and `exclude_occurrence` handlers left them in
`scheduleUpdateSchema`, so those bodies still parsed. The handler chain is
`disable` first and then an unguarded fall-through to reactivate, so an
`action: 'update'` request would have silently REACTIVATED the schedule
instead of being rejected.

Both actions are dropped from the discriminated union, so `parseRequest` now
rejects them with a 400. Their bodies, response types and the orphaned
`createScheduleContract` (its POST route is gone, and nothing imported it)
go with them.

* chore(landing): retire the scheduled-tasks marketing surface

The feature is gone from the product, so the marketing pages stop selling it.

- deletes the `/scheduled-tasks` landing page and its calendar-loop hero, and
  the `LandingPreviewScheduledTasks` panel
- drops the view from the landing preview: the `SidebarView` member, the nav
  entry and its now-unused Calendar icon, the callout label, both render
  branches, and the staged chat copy in `workflow-data`
- removes the navbar and footer links and the sitemap entry
- removes the route from `LANDING_ROUTES`, the COEP exemption list that must
  list every `app/(landing)` route

`/scheduled-tasks` is indexed, so it 301s to `/workflows` rather than starting
to 404 — that is the surface that still carries scheduled execution via the
workflow Schedule trigger.

Left alone deliberately: `demo-scheduler` is the Cal.com booking embed for the
demo page, unrelated to this feature, and the scheduling library article is a
generic SEO piece that never pitched it.

* perf(chat): stop the resource picker fetching schedules it no longer shows

Dropping the `scheduledtask` group from the add-resource dropdown left
`useWorkspaceSchedules` behind, so the picker still issued a workspace
schedules request whose result never reached a group.

Worse than a wasted request: `schedulesPending` was still in the hydration
gate, so the whole picker waited on that response before it could settle, and
`schedules` was still a `useMemo` dependency, re-running the group build when
it resolved.

The hook and its route stay — `/api/schedules?workspaceId=` still correctly
lists workflow schedules, unlike `createScheduleContract`, whose route this
branch removed.

* chore(scheduled-tasks): drop the leftovers the removal stranded

An independent audit of the branch turned up dead code and stale docs that the
compiler cannot see — nothing behavioural, but all of it rots silently.

- README still sold the feature: the "Scheduled tasks" tile, the prose listing
  it as a workspace surface, and the now-unreferenced screenshot. The landing
  surface went in c61770a8c; this tile was missed.
- `resource-content.tsx`: `SCHEDULE_STATUS_LABEL`, `formatScheduleInstant` and
  `ScheduledTaskField` were orphaned when the schedule render branch went.
- `computeNextRunAt`: zero callers, including tests — its only consumer was the
  removed agent-job runner.
- `applyScheduleUpdate`'s `allowCompleted` option: no call site passes it, and
  its comment described self-completion, which no longer exists. The guard stays
  (legacy `sourceType='job'` rows still carry `status='completed'` until the DB
  follow-up); it is simply unconditional now.
- Three TSDoc blocks still described a create-job route and "opening a
  scheduled-task artifact".

Type-check re-run with --force, since a cached turbo replay is not a check.

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-04 10:28:00 -07:00
mzxchandraandWaleed Latif 87aeca6f0c feat(zoho-desk): add Zoho Desk integration (#6157)
* feat(zoho-desk): add Zoho Desk integration

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* docs(zoho-desk): regenerate integration docs

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* chore(zoho-desk): regenerate tool metadata

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Final validation pass findings.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Final audit round.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-01 21:55:00 -07:00
Vikhyath MondretiandClaude f78367c4e8 feat(logfire): add Pydantic Logfire block, tools, and docs (#6075)
Four read-token tools over Logfire's query API: structured span/log search,
raw SQL against records/metrics, full-trace fetch by ID, and read-token
introspection. Plus the block, icon, registry wiring, and generated docs.

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

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-29 18:07:39 -07:00
Waleed 6d48444525 fix(docs): render native block icons instead of the two-letter fallback (#5981)
* fix(docs): render native block icons instead of the two-letter fallback

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

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

Also fixes three regen bugs found while verifying the output:

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

Removes the language selector from the docs navbar.

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

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

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

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

Review findings from round 1.

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

* test: remove TikTok visibility assertion

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
2026-07-27 11:47:15 -07:00
Waleed ff1d061897 feat(tools): Rocketlane integration — 64 tools across projects, tasks, phases, fields, time tracking, spaces, and invoices (#5709)
* feat(rocketlane): Rocketlane integration — 64 tools across projects, tasks, phases, fields, time tracking, spaces, and invoices

* fix(rocketlane): allow clearing optional fields on update, require a user reference for time-off and placeholder assignment

* chore(rocketlane): trigger fresh review round

* fix(rocketlane): require an owner reference when creating a project, matching the API contract
2026-07-16 10:10:19 -07:00
Waleed 3a632936ab feat(clickup): ClickUp integration — 23 tools, OAuth + API-token auth, attachment upload (#5702)
* feat(clickup): add ClickUp integration with OAuth + API-token auth, 23 tools, block, and attachment upload

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* ui/ux

* remove test file

* fix tests

* address comments

* address comments

* update to grain v2 api

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

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

This reverts commit c89660cc3e.

* address comments

* address comments

* address rollback

* fix grain v2

* fix more comments
2026-07-15 18:01:53 -07:00
Waleed e94e514c0a feat(flint): add Flint integration with agent task tools, block, and docs (#5641)
* feat(flint): add Flint integration with agent task tools, block, and docs

* fix(flint): forward explicit publish=false, guard missing taskId, align default params branch with tool fallback

* docs(flint): add manual intro section to integration docs page

* fix(flint): fail get_task on OK responses without a task ID

* fix(flint): drop json-object generation type so the wand emits the pages array
2026-07-13 13:06:47 -07:00
Waleed 04535ee33b feat(buffer): add Buffer integration with posts, channels, and ideas (#5637)
* feat(buffer): add Buffer integration with posts, channels, and ideas

* fix(buffer): return clear tool error when account lookup yields no account

* fix(buffer): default schedulingType server-side so basic-mode blocks never fail validation

* fix(buffer): probe Content-Type for extensionless media URLs so videos are not sent as images

* feat(buffer): add get_ideas and get_idea_groups tools, harden media URL classification

* fix(buffer): guard missing post on PostActionSuccess responses
2026-07-13 12:07:37 -07:00
Waleed fc25cfb3c8 fix(docs): fix Core Web Vitals regressions on docs.sim.ai (#5630)
* fix(docs): fix Core Web Vitals regressions on docs.sim.ai

Empirically measured under real trace-based (devtools) CPU/network
throttling against the live site: mobile Performance 59, LCP 9.2s
(TTFB 745ms + 8.4s element render delay).

- sidebar-components.tsx / [lang]/layout.tsx: the docs sidebar renders
  every page in the doc tree as a link at once. Next's default
  viewport-prefetch fired an RSC payload fetch for every one of them on
  initial load - dozens of concurrent requests competing with the page's
  own content for bandwidth. Wired fumadocs' documented `sidebar.prefetch`
  option through to the custom SidebarItem/SidebarFolder components (which
  were bypassing it entirely, using next/link directly with no prefetch
  prop) via the `useSidebar()` context hook.
- video.tsx: `autoPlay` forces browsers to fetch the full video file
  immediately on mount regardless of `preload`. Gated actual src loading
  behind an IntersectionObserver so a page with several of these doesn't
  pull down every video up front (5MB across 3 requests, in this case).
  Single shared component - fixes every doc page that embeds one.
- proxy.ts: the i18n middleware matcher excluded favicon/robots.txt/etc
  but not `icon.svg`, so every request for it got routed through i18n
  negotiation instead of served as a static file, 404ing in production.
- next.config.ts: enable productionBrowserSourceMaps - safe since this
  repo's source is already fully public, real debuggability benefit,
  zero performance cost.
- shiki 4.0.0 -> 4.3.1 (verified: syntax highlighting still renders
  correctly). Attempted a coordinated fumadocs-core/ui/mdx/openapi
  upgrade to latest; fumadocs-openapi's v11 factory function became
  client-only (breaking change beyond its declared peer deps, requiring
  a component-boundary restructure), so only the safe, verified,
  docs-exclusive bumps (fumadocs-core/ui/mdx, shiki) are included here -
  the openapi major bump needs its own dedicated migration PR.

Verified via a real production build (dummy env, all 3974 pages
including API reference render/build cleanly) and a clean (non-stale)
local server: Performance 59 -> 71 measured under real devtools
throttling, RSC prefetch requests 63 -> 11, video requests/bytes 3/5MB
-> 0. A pre-existing React hydration warning (#418) was found and
confirmed present on live production before any of these changes,
unrelated to this diff - documented, not blocking.

* fix(docs): fall back to eager video loading without IntersectionObserver

The lazy-load gate from the previous commit threw before isInView could
ever become true in environments lacking IntersectionObserver (older
browsers, some embedded webviews), leaving videos permanently
source-less instead of falling back to eager loading.

* chore(docs): drop non-TSDoc inline comments

Repo convention is TSDoc-only, no plain // comments.

* fix(docs): accessibility and SEO defects across the docs app

Audited with parallel subagents against the accessibility and SEO skill
checklists, each fix verified by reading the actual code (not assumed):

Accessibility:
- lightbox.tsx: focus was never captured/restored on close, and Tab
  escaped the modal to the page behind it (no focus trap on the single
  focusable element)
- heading.tsx: the per-heading copy-link icon only appeared on hover,
  invisible to keyboard-only navigation (added peer-focus-visible)
- navbar.tsx: active nav tab had no aria-current
- response-section.tsx: the status-code dropdown had no
  aria-haspopup/aria-expanded/role, and no Escape-to-close
- workflow-preview.tsx: same focus-trap gap as lightbox.tsx on the
  expanded-canvas modal

SEO:
- page.tsx: generateMetadata's hreflang/canonical URLs used a naive
  String.replace to strip the locale prefix, which also matched "/en"
  inside unrelated slugs (platform/enterprise, integrations/enrich,
  platform/self-hosting/environment-variables), corrupting those pages'
  canonical and alternate-language URLs. Replaced with a prefix-only strip.
- structured-data.tsx: the SoftwareApplication JSON-LD block compared
  url === baseUrl (no trailing slash) against the homepage's actual url
  (always has a trailing slash), so the condition was always false and
  this structured data never rendered anywhere, including the homepage.
- structured-data.tsx: "Mothership" in the indexed featureList violated
  the constitution's required language (the agent is "Sim", the surface
  is "Chat") - this ships in JSON-LD search engines parse.

* fix(docs): defer the Ask Sim chat widget's heavy deps until opened

The chat panel (useChat from @ai-sdk/react, Streamdown + its CSS) was
mounted unconditionally in the root layout on every single page, so
its full weight loaded and executed even though the widget starts
closed on every page view.

Traced via the LCP breakdown insight under real devtools CPU/network
throttling: the LCP text element (the intro paragraph) had a ~8s
element render delay despite a ~13ms TTFB, and bootup-time attributed
~4.3s of scripting time to a single chunk containing React/ReactDOM's
own runtime plus this widget's eagerly-bundled dependencies.

Split into a lightweight ask-ai.tsx (just the toggle button + open
state) and ask-ai-panel.tsx (the actual chat UI, useChat, Streamdown),
loaded via next/dynamic(..., { ssr: false }) only when the user opens
the widget. Verified: the panel's chunk now has zero network requests
on initial page load.

Measured (mobile, devtools throttling, /introduction):
- Performance: 69 -> 75
- LCP: 8.0s -> 6.4s
- TBT: 260ms -> 130ms

The remaining ~6.4s LCP delay traces to the same shared chunk, now
identified as core React/ReactDOM hydration cost for this page's
sidebar/TOC/breadcrumb tree rather than an isolated bug - a real,
larger initiative (hydration architecture, not a surgical fix),
documented here rather than rushed.

* fix(docs): preserve Ask Sim chat state across close/reopen

The panel split unmounted AskAIPanel entirely on close, discarding
useChat's message state - reopening always started an empty
conversation, unlike the original single-component layout where
useChat lived in a component that never unmounted.

Fixed by keeping the panel mounted (via a hasOpened flag that never
resets) once first opened, and having the panel itself return null
when closed rather than being conditionally removed from the tree by
its parent - hooks still run every render, so useChat's state persists
across visibility toggles. The dynamic import still only fires on the
first open, so the initial-load win is unchanged.

Verified via a real click-through (open, type, close, reopen): input
persists correctly, and the panel chunk still has zero network
requests on initial page load. Performance unchanged at 75.

* chore(docs): lint fixes (import order, formatting)

* fix(docs): fill the Ask Sim UI gap while the panel chunk loads

handleOpen set open=true synchronously, hiding the trigger button
before the dynamically imported panel had a chance to render anything
(next/dynamic renders null by default with no loading option) - on a
slow connection neither the button nor the panel was visible.

Added a loading fallback in the same fixed position so there's no gap
between the button disappearing and the real panel appearing.
2026-07-13 09:10:33 -07:00
Waleed f3582ed197 feat(branding): sim wordmark favicon/OG, docs footer parity, footer peel (#5587)
* feat(branding): sim wordmark favicon/OG, docs footer parity, footer peel

- replace apps/sim favicon and default OG image with the sim wordmark
  logo (OG image widened, logo kept at native size)
- swap the docs navbar logo to the icon-only mark (no wordmark text)
- add a scroll "peel" reveal effect to the landing footer using a
  sticky-positioned illustration, pure CSS, no scroll listeners
- port the same footer (link directory + peel effect) to the docs app
  so both apps are visually consistent; add Academy to Resources
- rebuild the docs OG image template to match the site's existing
  blog/library cover style (wordmark top-left, arrow top-right, title
  bottom-left), working around a Satori text-measurement bug that
  doubled the gap after certain words

* fix(docs): correct OG font, mobile logo, and footer stacking

- switch the docs OG image title font from Geist to the site's real
  brand font (Season Sans), instantiated as a static TTF weight since
  Satori can't parse WOFF2 or variable fonts; served from /static/
  so the i18n proxy's matcher (which excludes static but not fonts)
  doesn't intercept it
- fix DocsLayout's nav.title (fumadocs' own mobile menu slot) to show
  the wordmark instead of the icon mark
- add an isolated stacking context + higher z-index to both the docs
  and sim app footers so fumadocs' sticky z-20 sidebar can't paint
  over the footer content or the peel reveal

* fix(docs): match OG template exactly, fix gradient/origin bugs

- recalibrate the OG image to the reference cover template's actual
  measured values: 1200x675 canvas (was 630), ~26px margins (was
  56-64px), ink #525252 (was #3f3f3f), larger wordmark/arrow/title
  sizing — confirmed by direct pixel measurement of the reference
  cover.jpg, not estimation
- fix SimLogoIcon/SimLogoFull's SVG gradient ids to be unique via
  useId() instead of a fixed string, so multiple instances on one
  page don't collide (Greptile P2)
- fix SIM_SITE_URL to be a hardcoded sim.ai constant instead of
  deriving from NEXT_PUBLIC_APP_URL, which reflects wherever this
  deployment runs, not the fixed public marketing site (Greptile P1)

* fix(docs): route Jira footer link to the docs guide, not sim.ai

Every other integration in the footer's Integrations column links to
its own docs.sim.ai guide; Jira was the only one pointing at the
marketing site's landing page instead, despite docs having its own
/integrations/jira guide. Matches the established pattern.

* fix(docs): fix sidebar-divider grid regression, footer-peel path/positioning, OG sizing, and prune stray comments

- #nd-docs-layout::before divider now spans the full grid explicitly
  (grid-row/grid-column: 1 / -1) instead of being auto-placed into a
  real content cell, which was pushing page content down
- footer-peel.jpg moved under /static/landing/ (was 404ing behind the
  i18n proxy's non-static path matcher) and wrapped in a relative div
  so next/image's fill positioning is valid under the sticky container
- OG route: corrected title font sizes and char-width ratio so long
  titles wrap to 2 lines instead of 3, and resized the corner arrow to
  match the reference cover template's proportions
- swapped the icon-only desktop navbar logo back to the wordmark
- removed stray non-TSDoc comments, folded into TSDoc where the
  explanation was worth keeping

* fix(footer): remove sticky peel reveal, keep clean footer link directory

The peel's "reveal window" relied on position: sticky bottom-detaching
into a containing block whose extra height came from padding-bottom —
that combination doesn't reliably work in WebKit/Safari (sticky never
gets room to engage when the surplus height is padding rather than an
explicit height or content), so the peel stayed permanently covered by
the footer regardless of viewport size. Rather than carry that
unreliable technique further, removing it entirely from both apps and
reverting to the plain footer link directory.
2026-07-10 20:44:55 -07:00
Waleed 8e7e2db35e feat(docs): update favicon, fix icon contrast, add integration intros (#5581)
* feat(docs): update favicon, fix icon contrast, add integration intros

- replace docs favicon/icon assets with new sim logo
- fix light-tile icon contrast in BlockInfoCard so icons like Daytona
  no longer render invisible (white-on-white); matches sim toolbar's
  brightness-based contrast logic
- add missing MANUAL-CONTENT-START:intro sections to 30 integration
  docs pages that lacked context/links

* chore(docs): normalize spacing from generate-docs pass

Ran the docs generator to verify our new intro sections survive
regeneration cleanly. It reformats the blank line before "## Usage
Instructions" to match every other manually-annotated page.

* fix(context-dev): remove prefetch and simplified-brand tools

- remove context_dev_prefetch_domain, context_dev_prefetch_by_email,
  and context_dev_get_brand_simplified tools and their block operation
  entries; these aren't meant for general use
- regenerate docs to drop their sections from context_dev.mdx
2026-07-10 17:12:41 -07:00
Waleed 6e87d74a93 feat(jupyter): add Jupyter integration (contents, kernels, sessions) (#5527)
* feat(jupyter): add Jupyter integration (contents, kernels, sessions)

- 16 tools covering Contents, Kernels, Kernelspecs, and Sessions REST APIs
- File upload/download via UserFile, following the Box upload pattern
- Block with operation dropdown, token auth, and 8 catalog templates
- Registered tools + block, generated docs, bumped API validation baseline

* fix(jupyter): address Greptile review — SSRF guard, upload path ambiguity, silent notebook fallback

- Route uploads through validateUrlWithDNS + secureFetchWithPinnedIP (matches Grafana/1Password pattern) instead of a raw fetch to the user-supplied server URL
- Replace the upload path/trailing-slash heuristic with an unambiguous directory + filename split
- create_file no longer silently writes an empty notebook when notebook content is malformed JSON — it now errors clearly

* fix(jupyter): request content=1 when listing directory contents

Without it, Jupyter Server returns directory metadata with content:
null, so jupyter_list_contents always reported an empty items array.

* fix(jupyter): reject path-traversal segments in Jupyter content paths

encodeJupyterPath now rejects '.'/'..' segments across the whole path
(shared by all 16 tools, not just upload); the upload route returns a
clean 400 when it's hit.

* fix(jupyter): close remaining path-traversal and redirect-credential gaps

- extract the traversal check out of encodeJupyterPath into a shared
  assertion, and apply it to body-only path fields (rename newPath,
  copy copyFromPath, session path) that never flowed through URL
  encoding and so skipped the check
- pass stripAuthOnRedirect to the upload route's secureFetchWithPinnedIP
  call so a malicious Jupyter server can't redirect the PUT to another
  origin and receive the caller's token

* fix(jupyter): also reject percent-encoded traversal segments

A segment like %2e%2e wouldn't match the literal '..' check. Now
decodes each segment before comparing, in addition to the literal
check, so an already-encoded traversal attempt is caught too.

* fix(jupyter): route all 15 remaining tools through an internal proxy for HTTP/private-host support and no redirects

The generic external tool executor blocks plain-HTTP and non-localhost
private-IP hosts by default, so every non-upload Jupyter operation
could fail against typical self-hosted setups (LAN IP, docker
hostname, or even literal localhost on a hosted deployment) even
though the upload route worked via its own internal route.

Added /api/tools/jupyter/proxy (DNS-pinned, allowHttp, maxRedirects: 0)
that mirrors the upstream Jupyter response verbatim, matching the
established pattern for self-hosted-arbitrary-host integrations
(Grafana, 1Password) instead of the generic executor path. Each tool's
request block now posts to the proxy instead of building a direct
external URL; transformResponse and outputs are unchanged since the
proxy response mirrors upstream status/body exactly.

Also switches the upload route from stripAuthOnRedirect to
maxRedirects: 0 — stronger, since it stops the uploaded file body
(not just the token) from ever reaching a redirect target.

* fix(jupyter): validate proxy path at the trust boundary, reject path separators in upload filename

- The proxy route now independently validates the incoming path field
  for traversal segments instead of only relying on tool-side
  validation before the request reaches it — the route is a shared
  internal boundary, not something only our own tool code can call
- The upload route's fileName can come from an advanced override or
  the legacy fileContent path and could itself contain '/' or '\',
  silently nesting the upload deeper than the directory param
  specified. Now rejected outright before joining.

* fix(jupyter): decode the whole path before splitting, not per-already-split segment

A segment like foo%2f..%2fsecret has no literal slash, so splitting on
literal '/' first and decoding each piece in isolation treats it as
one opaque segment and never notices the '..' hiding behind the
encoded slash. Decode the full path once, then split and check every
segment the target server's own single URL-decode pass would see.
2026-07-08 19:35:57 -07:00
Waleed 10b6bb33e9 feat(google-appsheet): add Google AppSheet integration (#5376)
* feat(google-appsheet): add Google AppSheet integration

- 4 tools (find/add/edit/delete rows) against the AppSheet Action API
- API key auth via Application Access Key (no OAuth/scopes needed)
- Block with operation dropdown, region selector, and Selector expression support
- Generated docs

* improvement(google-appsheet): harden response parsing, add wand config and skills

- Guard against empty/non-JSON AppSheet response bodies (Delete may return no body)
- Add wandConfig to the Selector field for AI-assisted expression generation
- Add 3 skills grounded in attested AppSheet/Zapier automation patterns
- Tighten json output descriptions to describe inner shape

* fix(google-appsheet): validate region against allow-list, encode appId, validate rows shape

- Reject unrecognized region values instead of interpolating them into the
  request host (a caller could otherwise redirect the Application Access
  Key to an arbitrary domain)
- URL-encode appId, not just tableName, in the Action endpoint path
- Reject non-array Rows input in tools.config.params instead of forwarding
  a single object to the AppSheet Action API
- Drop the mismatched json-object generationType on the rows wand config
  (that enricher appends "must start with { and end with }", which
  conflicts with the JSON-array shape the field expects)
- Add utils.test.ts covering region validation and response-body parsing

* docs(google-appsheet): add manual intro/getting-started section

Match the MANUAL-CONTENT convention used by other integration docs
(Airtable, Ahrefs, Google PageSpeed) — an overview of the service, what
the Sim integration lets agents do, and how to get an Application
Access Key.

* docs: sync generated integration docs with current source

Regenerate docs for integrations whose tools/blocks changed upstream
without a matching docs regen (ahrefs, algolia, amplitude, brex, clerk,
gong, hex, langsmith, loops, onepassword, sendgrid, sharepoint,
similarweb, supabase, tailscale, trello, vercel, wordpress), plus the
integrations.json catalog.
2026-07-02 11:58:30 -07:00
Waleed bcf6a804f9 improvement(emcn): extract design system into shared @sim/emcn package (#5257)
Moves apps/sim/components/emcn into a shared @sim/emcn package consumed directly by apps/sim and apps/docs. cn/keyboard/use-copy-to-clipboard move into the package; all imports become direct @sim/emcn (icons via @sim/emcn/icons, CSS via file path). ChipModal email validation is now prop-driven (quickValidateEmail stays in apps/sim, injected via validate). Docs drops its local chip/chip-dropdown/dropdown-menu mirrors and consumes @sim/emcn.
2026-06-28 22:50:48 -07:00
Waleed 66315f19e7 improvement(docs): flatten the academy learn/chapters panels (#5253)
* improvement(docs): flatten the academy learn/chapters panels

The "What you will learn" and "Chapters" panels were filled, bordered
cards — the only boxed elements on the page. The docs design system is
explicitly flat: global.css strips fumadocs cards/callouts/card-grids to
transparent/divider-based, and the right-rail "On this page" TOC is small,
muted, and borderless.

- WhatYouWillLearn (inline): flat divider list like the FAQ, with a small
  panel label at the app's text scale instead of a page-h2-scale title
- VideoChapters (right rail): borderless, matching the TOC — small muted
  label + flat hover rows, no card chrome

* improvement(docs): drop the repeated per-row play icon from the chapters list

The CirclePlay glyph repeated on every chapter row read as noise — a column
of identical icons down the rail. The "On this page" TOC this list mirrors
has no per-row icons; the timestamps already signal video chapters and the
hover highlight signals they're seekable. Rows are now text + time only.

* improvement(docs): drop the under-label rule on the learn callout

A full-width rule under the small "What you will learn" label read as an
awkward heading underline and blurred into the inter-item dividers. The label
is now a quiet muted marker (matching the Chapters label and the TOC heading),
with dividers only between items — so it never competes with the bold item
titles or looks like an underlined heading.
2026-06-28 14:35:39 -07:00
Waleed 3143a15dde feat(uptimerobot): add UptimeRobot v3 integration (#5229)
* feat(uptimerobot): add UptimeRobot v3 integration

- 24 tools across monitors, incidents, maintenance windows, alert contacts,
  public status pages, and account (UptimeRobot v3 REST API, Bearer auth)
- Block with operation-scoped subBlocks, status-page logo/icon file uploads
  via internal multipart routes, and BlockMeta templates + skills
- Registered tools/block, added icon, generated docs
- Updated add-integration/add-block/validate-integration docs links to /integrations

* fix(uptimerobot): address review — heartbeat URL, file/JSON edge cases

- Block: URL is not required for HEARTBEAT monitors (no URL)
- buildMonitorBody: throw on malformed assignedAlertContacts/customHttpHeaders
  JSON instead of silently dropping the field
- PSP route: error (400) when a supplied logo/icon cannot be resolved to a
  stored file instead of silently omitting the image
- PSP route: guard success-path JSON parsing; return a controlled 502 on a
  non-JSON provider response instead of an uncaught 500

* fix(uptimerobot): spec-conformance audit fixes

- pause/start monitor: send Content-Type: application/json (v3 spec requires it
  on these POSTs even with an empty body)
- update maintenance window: drop autoAddMonitors (not in UpdateMaintenanceWindowDto);
  gate the block field to create only

* fix(uptimerobot): rename monitor timeout param to avoid reserved name

The tool runner treats a top-level `timeout` param as the outbound HTTP-client
timeout (ms), so a monitor check-timeout of e.g. 30s would abort the API call in
30ms. Rename the input to `checkTimeout` (block subBlock, tool params, inputs,
numeric coercion) and map it to the API body's `timeout` key in buildMonitorBody.

* fix(uptimerobot): reject empty/non-object PSP responses

A successful PSP create/update must return the PspDto object; an empty or
non-object body now returns a controlled 502 instead of mapping a phantom
status page (id: 0, empty name, null images) back to the workflow.

* fix(uptimerobot): validate core PSP fields before mapping

Reject successful PSP responses that lack a positive numeric id and non-empty
friendlyName (a {} or metadata envelope) with a controlled 502, instead of
mapping a phantom status page.
2026-06-26 18:38:50 -07:00
Waleed 35acc42d2b feat(downdetector): add Downdetector outage-monitoring integration (#5228) 2026-06-26 18:25:31 -07:00
Waleed 954de0559b improvement(docs): align components with the platform design system (#5227)
* improvement(docs): align components with the platform design system

Bring the docs app's chrome in line with the main Sim design system,
validated against the canonical emcn source in apps/sim.

- ask-ai: fix undefined tokens (--text-base x6, --text-link) that broke
  the send-button fill and link/text colors; send button now matches the
  canonical primary fill (text-primary/text-inverse, dark:bg-white); use
  --shadow-medium and chip gap rhythm
- not-found: replace the hand-rolled brand pill with <ChipLink variant='brand'>
  and swap fumadocs tokens for platform tokens
- search-trigger: compose the exported chip chrome constants instead of
  re-spelling them (single source of truth)
- what-you-will-learn, video-chapters: fumadocs fd-* tokens -> platform tokens
- workflow-preview: add --wp-highlight token; route the #33b4ff highlight,
  #ef4444 error dots, and toggle/slider green through tokens
- video-placeholder: tokenize the status pill (bespoke illustration art
  intentionally left as-is)

dropdown-menu, faq, theme-toggle, and page-type-badge were deliberately
left at their canonical values (14px row icons, rounded-md badge) after
validation showed those match the platform, not the chip-pill, standard.

* improvement(docs): neutral primary chip for nav CTA + fix cluster spacing

Align the docs navbar with the main app, which reserves green for
accents/status and uses a neutral high-contrast CTA in nav.

- add a canonical `primary` chip variant (inverse fill: dark in light
  mode, white in dark mode), mirroring the emcn chip's primary action
- "Get started" and the 404 "Go home" now use variant='primary' instead
  of the green brand surface
- retire the now-unused `brand` chip variant (no parallel path left behind)
- fix navbar right-cluster spacing: gap-2 to match the landing navbar and
  drop the asymmetric ml-1 on the CTA
2026-06-26 17:24:09 -07:00
Will ChenandClaude Opus 4.8 d20deedf99 improvement(docs): add Academy learning surface (#5213)
Adds the Academy section to the docs: video-first lessons (self-hosted MP4 on
Vercel Blob), organized into Workflows, Agents, Tables, Files, and Knowledge
Bases, each linking back to the reference docs. Lessons use a course layout
(hero video with chapter seek, "what you'll learn", block diagrams).

Docs only — no runtime or auth changes. The content may move to a separate CMS
or its own site (academy.sim.ai) later; the docs are a starting point.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 15:44:14 -07:00
Waleed 371cc94851 feat(thrive): add Thrive Learning integration (47 tools + block) (#5214)
* feat(thrive): add Thrive Learning integration (47 tools + block)

Add a full Thrive Learning (LMS) integration covering the public REST API:
users lifecycle, audiences with members/managers, assignments and enrolments,
completions, content and activity records, CPD, tags, and skills. Uses HTTP
Basic auth (Tenant ID + API key) with a region selector for the v1/v2 hosts.

* fix(thrive): surface malformed JSON errors, drop redundant limit param

- parseThriveArray/parseThriveJsonObject now throw a descriptive error on
  malformed JSON instead of silently sending an empty/omitted value
- additionalFields parse errors are surfaced to the caller
- remove the redundant 'limit' query param (perPage already covers paging and
  the API prioritises perPage over limit) from the five list tools and block

* fix(thrive): use a single status dropdown instead of reused canonicalParamId

The block test forbids reusing a canonicalParamId across different operation
conditions. Replace the two canonical status subblocks (search_users vs
list_enrolments) with one 'status' dropdown whose options are labelled by
context, fixing the canonical-pair validation failures.

* fix(thrive): split status into context-specific user/enrolment dropdowns

Addresses review feedback that one shared status dropdown mixed user
lifecycle values (active/inactive/expired/new) with enrolment values
(archived/complete/open/...). Use separate userStatus and enrolmentStatus
dropdowns (no canonicalParamId) remapped to the tool's 'status' param so each
operation only offers valid options.
2026-06-25 15:26:13 -07:00
Siddharth GanesanandVikhyath Mondreti e5f3965ed1 feat(mship): add parallel subagents, improve streaming performance (#5122)
* feat(subagents): add support for parallel subagents

* fix(subagents): address parallel-subagent bugs

* progress on streaming refactor

* improvement(subagents): update comment to reflect new go feature flag

* debug mode progress

* remove debug logs

* fix(validation): add escape annotation

* improvement(code): remove dead fallbacks

* fix subagent lane fallback issue

* fix(mothership): increase default redis event limit to 100k from 5k

* fix(mothership): streaming invariant projection enforcement

---------

Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
2026-06-18 11:27:49 -07:00
Waleed 8b93e43037 improvement(integrations): validate BigQuery/Forms/PageSpeed + regenerate integration docs (#5109)
* improvement(integrations): validate BigQuery/Forms/PageSpeed + regenerate integration docs

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

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

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

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

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

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

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

Regenerated docs eliminate ~50 empty/incorrect input tables across integrations
(clickhouse, rb2b, reddit, file, etc.); param-less OAuth-only tools correctly
keep an empty input table.
2026-06-16 23:05:30 -07:00
Waleed 940506ad09 feat(square): add Square integration with 34 commerce operations (#5053)
* feat(square): add Square integration with 34 commerce operations

Add a Square integration (API-key auth via personal access token) covering
payments, refunds, customers, locations, orders, invoices, catalog, and
inventory. Catalog image upload routes through an internal API endpoint using
the shared UserFile handling pattern. Adds a dedicated square-errors extractor.

* fix(square): correct catalog image part name and address review feedback

- Fix catalog image upload: Square's multipart part for the binary is `file`,
  not `image_file` (per the live API cURL examples); this would have caused
  upload failures
- Catalog image route: check response.ok before parsing, drop the unreachable
  legacy base64 path, derive MIME from the uploaded file
- Block: split the search query field per operation so placeholders match each
  endpoint's schema; parse each JSON field individually so errors name the field
- Round out coverage: complete_payment version_token; customer nickname/birthday;
  batch inventory states/updated_after/limit

* fix(square): correct canonical file param usage and revert query split

- Read the catalog image file from the canonical `params.file` (the basic/advanced
  inputs are collapsed before the params function runs) instead of the raw
  uploadFile/fileRef ids, which no longer exist at that point — fixes the
  Canonical Param Validation test and a latent upload bug
- Revert the per-operation query split: canonicalParamId is only valid for
  basic/advanced pairs under one condition. Use a single query field with a
  schema-neutral placeholder and a wand prompt that covers each search operation

* chore(square): trigger fresh review

* fix(square): single-location invoice search and guard numeric coercion

- SearchInvoices: Square's invoice filter accepts only one location, so take a
  single locationId (string) instead of an array and wrap it as
  query.filter.location_ids: [locationId]
- Block: fail locally with a clear "<field> must be a valid number" error when
  amount/limit/version/orderVersion are non-numeric instead of forwarding NaN

* fix(square): accept real booleans for autocomplete/includeRelatedObjects

Coerce these from both the dropdown's string values and actual booleans
(which can arrive via connected blocks or templated inputs), so true is not
silently flipped to false.

* fix(square): validate parsed JSON field shapes (array vs object)

parseJsonField now enforces the expected shape so a valid-but-wrong-type value
(e.g. a JSON string where an array is expected for locationIds/objectTypes/
paymentIds/catalogObjectIds/states, or a non-object for order/invoice/etc.)
fails locally with a clear message instead of a confusing Square API error.
2026-06-15 09:55:14 -07:00
Waleed 57b58fd117 feat(context-dev): add Context.dev web + brand data integration (#5048)
* feat(context-dev): add Context.dev web + brand data integration

* feat(context-dev): add brand variants, products, fonts, styleguide, images, prefetch

Expands coverage to all relevant Context.dev endpoints (22 tools): brand by
name/email/ticker, simplified brand, transaction identifier, single + catalog
product extraction, fonts, styleguide, image discovery, and prefetch utilities.
Shared brand output schema and transform helper; verified against the live API.

* fix(context-dev): wire includeFrames, split crawl/extract maxPages, derive screenshot MIME

Addresses review feedback:
- includeFrames is now a block subblock + param for scrape_markdown/scrape_html
- crawl and extract use separate Max Pages fields (crawl 1-500, extract 1-50) so a
  crawl value can no longer be forwarded to extract beyond its limit
- screenshot file MIME type and extension are derived from the returned URL instead
  of being hardcoded to PNG
2026-06-14 20:35:20 -07:00
Waleed 3db7161b1c feat(integrations): add Vanta integration with compliance, evidence file, people, vendor, vulnerability, and risk tools (#4993)
* feat(integrations): add Vanta integration with compliance, evidence file, people, vendor, vulnerability, and risk tools

* fix(integrations): use write-only scope for vanta document submit and stream-cap document downloads

* fix(integrations): vanta review feedback - unique svg ids, mime type for base64 uploads, auth check consistency

* fix(integrations): bound vanta base64 fileContent size at the contract level

* improvement(integrations): cache vanta tokens and retry once on revocation to avoid concurrent token races

* improvement(integrations): deduplicate in-flight vanta token exchanges

* fix(integrations): hash vanta client secret in token cache keys

* improvement(integrations): expose vanta upload mime type in block and align fileContent bound with the 100MB cap

* chore: resolve api-validation baseline after rebase onto staging (816 + 3 vanta routes)
2026-06-12 10:56:27 -07:00
Waleed c3b98eb1c4 feat(integrations): add Daytona integration with sandbox lifecycle, code execution, and file tools (#4987)
* feat(integrations): add Daytona integration with sandbox lifecycle, code execution, and file tools

* fix(daytona): address review feedback and harden edge cases

- Pre-check file size via userFile.size before downloading from storage in the upload route
- Tolerate empty response bodies in delete/start/stop sandbox tools
- Preserve explicit timeout 0 for run_code and execute_command
- Default missing exitCode to -1 so unknown state is distinguishable from success
- Reject blank sandbox IDs, clamp list limit to 1-200, trim destination path
- Clarify that toolbox operations require the sandbox ID (not name)
- Bump contract route baseline to 812 for the new daytona upload route

* fix(daytona): cap download size at 100MB and preserve sandbox identity on empty lifecycle responses

* improvement(notion): black icon on white background to match brand

* fix(daytona): reject oversized base64 uploads before decoding

* improvement(landing): move integration last-updated below CTAs and de-emphasize it

* fix(daytona): forward explicit zero cpu/memory/disk values in create sandbox
2026-06-11 19:13:45 -07:00
Waleed 8e960368d4 feat(integrations): add Quartr integration with company, event, document, audio, and live event tools (#4986)
* feat(integrations): add Quartr integration with company, event, document, audio, and live event tools

* fix(quartr): address review findings — null-safe query building, string boolean toggles, accurate descriptions, NestJS validation error extractor
2026-06-11 18:26:40 -07:00
Waleed 9ab64e55e3 feat(integrations): add Convex integration with function execution and data export tools (#4981)
* feat(integrations): add Convex integration with function execution and data export tools

* fix(convex): separate List Documents page cursor from deltas cursor and surface HTTP errors in transforms

* fix(convex): rename List Documents pagination cursor to pageCursor end-to-end for unambiguous chaining

* fix(convex): validate deployment URL with shared SSRF guard

* improvement(convex): polish from final validation pass — reject query strings in deployment URL, validate object args, fix sync skill wording

* docs(convex): note streaming export plan requirement on data-export tools (verified via live E2E)
2026-06-11 17:52:58 -07:00
Waleed 5ab6d0d1ab feat(integrations): add Brex integration (#4983)
* feat(integrations): add Brex integration with expenses, receipts, transactions, team, budgets, and payments tools

* fix(brex): reject whitespace-only expense IDs in receipt upload instead of silently falling back to receipt match

* fix(brex): trim receipt name in contract so whitespace-only overrides are rejected

* fix(brex): align spend limit balance shape, enum descriptions, and pagination metadata with Brex API specs

* improvement(brex): validate pre-signed upload URL with DNS pinning and harden API key input

* fix(brex): correct shared limit placeholder to reflect the 100-item cap on list expenses

* fix(brex): normalize timezone-suffixed timestamps for transactions date filters (Brex rejects offsets)
2026-06-11 17:47:11 -07:00
Waleed 493c64fe08 feat(latex): add LaTeX integration with PDF compilation tool, block, and docs (#4972)
* feat(latex): add LaTeX integration with PDF compilation tool, block, and docs

* fix(latex): surface extracted TeX errors on all failed compile responses

* improvement(latex): add compile timeout, cap upstream error code, reject empty resource payloads

* feat(latex): add package search/lookup and font listing tools

* improvement(latex): address review findings — path traversal guard, http(s)-only resource urls, timeout abort handling, typed pdf output, NaN-safe maxResults, empty-query rejection, third-party disclosure

* fix(latex): fail compile/package lookups that return no payload

* improvement(latex): guard lookup tool responses against upstream errors

* improvement(latex): reject whitespace-only package names at the block boundary

* improvement(latex): make relatedPackages fallback explicit
2026-06-11 13:53:11 -07:00
Waleed 5028ef3b16 feat(temporal): add Temporal integration with workflow, schedule, and task queue tools (#4976)
* feat(temporal): add Temporal integration with workflow, schedule, and task queue tools

* improvement(temporal): send requestId on all dedupe-capable write operations
2026-06-11 13:53:00 -07:00
Waleed 354653b82f feat(integrations): add Trigger.dev integration (#4974)
* feat(integrations): add Trigger.dev integration

* feat(integrations): cover the full Trigger.dev management API surface

Adds batch retrieve/results, run result/events/trace/tags, queue list and
concurrency override/reset, deployments, TRQL query + schema, waitpoint
tokens, env var import, and timezones (44 tools total). Marks
deduplicationKey required on create schedule and switches list-run filters
to the documented comma-separated form, both per the OpenAPI spec.

* fix(executor): strip dots from normalized block names so dotted names resolve

References split on '.', so a block named "Hunter.io 1" could never be
resolved (the first path segment cut the name at the dot). normalizeName now
strips dots on both the tag-generation and lookup sides, which cannot break
any previously working reference. Aligns the inline normalizers in
connection drag-drop, deploy modal, output select, and tag dropdown, and
renames Cal Com to Cal.com now that dotted display names work.

* improvement(integrations): address Trigger.dev review feedback

Reads the delete schedule response instead of hardcoding success, and adds
explicit plaintext-secret warnings to the env var read operations and docs.

* fix(integrations): scope Trigger.dev block params to the selected operation

Advanced sub-block values with non-empty content are serialized regardless
of their operation condition, so values left over from a previously selected
operation could leak into another operation's API call (e.g., a trigger-task
idempotency key filtering the waitpoint list). The params function now routes
every shared or remapped param by the selected operation and clears it
otherwise. Also derives delete env var success from the response like
delete schedule, via a shared helper.

* improvement(executor): dot-free names keep reference ownership on legacy collisions

Name uniqueness is enforced at the normalized level on create and rename, so
new collisions cannot be created. For legacy workflows that already contain
names differing only by dots, the resolver now lets the dot-free name own the
reference key regardless of block order, so previously working references
never change targets.
2026-06-11 13:52:47 -07:00
Waleed e5d655b1be feat(persona): add Persona identity verification integration (#4967)
* feat(persona): add Persona identity verification integration

* feat(persona): complete API coverage — inquiry lifecycle, account update/redact, report listing, template discovery

* improvement(persona): explicit HTTP error handling in all transforms, fix tags wand generation type

* chore(persona): align docs path and docsLink with staging structure

* improvement(persona): fail-closed file access gate on import route, explicit error when one-time link missing

* improvement(persona): validate report template ID before request

* improvement(persona): reject unexpected import response bodies instead of returning an empty importer

* improvement(persona): require session token on resume per API contract
2026-06-11 11:43:31 -07:00
Waleed aa39974d7b improvement(docs): align docs UI with the platform emcn design system (#4962)
* improvement(docs): align docs UI with the platform emcn design system

* improvement(docs): build language dropdown options in render scope
2026-06-10 19:40:31 -07:00