Commit Graph
99 Commits
Author SHA1 Message Date
Theodore Li 35fd4ef42f improvement(self-host): simplify capability setup configuration (#6230)
* feat(self-host): add capability-aware setup

* fix(self-host): preserve capability compatibility

* fix(copilot): honor preview availability server-side

* improvement(self-host): centralize capability resolution

* fix(self-host): preserve integration availability paths

* fix(testing): align capability-aware config mocks

* improvement(self-host): simplify capability setup configuration

* fix(setup): preserve unowned storage overrides

* fix(self-host): reconcile storage and allowlists

* fix(integrations): preserve connect deep links
2026-08-04 15:47:36 -04:00
Waleed 3de63c94e3 feat(self-host): align Docker Compose with Helm and overhaul self-hosting docs (#6225)
* feat(self-host): align Docker Compose with Helm and overhaul self-hosting docs

Docker Compose shipped no scheduler, so scheduled workflows, every polling
trigger, connector syncs, the outbox, and data drains silently never ran.
Adds a cron service running the same 18 jobs the Helm chart schedules as
CronJobs, and closes the remaining behavioral gaps between the two paths:
bundled Redis in the chart, no hosted plan caps in chart defaults, pinned
image tags, and fail-fast secrets. A CI check keeps the schedulers in sync.

Also rewrites the self-hosting docs: 14 new pages, 8 updated, reorganized
into Install / Configure / Operate.

* fix(self-host): drop bun install from chart CI, remove air-gapped and backup docs

The scheduler-parity check pulled a full dependency install into the
chart-validation job, which fails building isolated-vm on that runner.
Rewritten to use only node builtins so the job installs nothing.

Also removes the air-gapped and backup/restore pages, and stops pinning a
concrete release in the docs so the examples do not go stale each release.

* fix(helm): bundle Redis in secret-manager modes unless the URL is supplied

Suppressing Redis whenever a secret mode was active left those deployments
with no Redis at all — REDIS_URL is optional there and both shipped examples
omit it. The chart now steps aside only on a detectable signal: an explicit
app.env.REDIS_URL, an ESO remoteRefs.app.REDIS_URL mapping, or the new
redis.provideUrl=false opt-out for a pre-created Secret it cannot read.

* fix(compose): derive realtime BETTER_AUTH_URL from NEXT_PUBLIC_APP_URL

realtime read BETTER_AUTH_URL directly and fell back to localhost while
simstudio derived it from NEXT_PUBLIC_APP_URL, so setting only the public
origin left realtime authenticating against http://localhost:3000.

* fix(helm): deliver bundled REDIS_URL via ConfigMap so an operator value always wins

Injecting REDIS_URL as an inline container env made it beat every envFrom
source, so a REDIS_URL held in a pre-created Secret or synced by External
Secrets was silently shadowed and traffic moved to a fresh in-cluster Redis.

Kubernetes resolves duplicate envFrom keys by letting the last source win, so
the bundled URL now ships as a ConfigMap listed before the app Secret. Any
operator-supplied value overrides it without the chart needing to read it,
which also removes the redis.provideUrl flag the previous attempt required.

* docs(helm): spell out the egress rule external datastores need

The default NetworkPolicy allows 443 plus the bundled Postgres and Redis by
pod selector. Anything you run outside the chart on another port needs its own
rule, which is easiest to miss when REDIS_URL arrives via a Secret the chart
cannot inspect. Adds a copyable example to the production checklist and the
security guide.

* feat(helm): add networkPolicy.allowExternalEgress for managed datastores

The default policy allows 443 plus the bundled Postgres and Redis by pod
selector, so a managed datastore on another port needs a hand-written CIDR
rule — awkward when REDIS_URL arrives via a Secret the chart cannot inspect.

Adds an opt-in switch that drops the port restriction while still blocking the
cloud metadata endpoints. Defaults to false, keeping this chart stricter than
the common chart default of unrestricted egress.
2026-08-03 14:52:48 -07:00
Vikhyath MondretiandClaude 7798e83489 feat(function): custom sandboxes (#6071)
* feat(sandboxes): workspace dependency sets for Function blocks

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

Also on this branch:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Two deliberate scopings:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Two guards make eager deletion safe:

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

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

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

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

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

Two follow-ups to the resolution repair.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Two ways in, both closed:

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

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

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

Two CI failures, both mine.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-30 16:33:35 -07:00
Vikhyath Mondreti c809845b99 improvement(self-host): enterprise features enabling (#6028)
* improvement(self-host): enterprise features enabling

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Resolution is now three-state. Ambiguity is distinct from absence, so it both
declines to adopt an arbitrary organization and declines to provision another
one on top of the duplicates.
2026-07-28 19:02:41 -07:00
Waleed 90f6708270 improvement(helm): hygiene pass — CI gating, strict values schema, ESO v1 default (#5939)
* improvement(helm): hygiene pass — CI gating, strict values schema, ESO v1 default, ci values

Closes the gaps from a best-practices audit of the chart (template-level
conformance was already clean: full label set, 82 unit tests, kubeconform-
valid renders):

- new Helm Chart workflow gates every chart change: helm lint, the 82
  helm-unittest cases, kubeconform validation of default + all-components
  renders (k8s 1.29 strict, CRD catalog), and a render of all 10 example
  values files
- helm/sim/ci/ values files (chart-testing convention) so the chart lints
  and templates cleanly out of the box with dummy secrets
- values.schema.json declares all 30 top-level keys (16 were invisible) and
  sets root additionalProperties: false, so top-level typos fail fast
- externalSecrets.apiVersion defaults to v1: current ESO releases removed
  the v1beta1 compatibility path in 2026, so the old default produced
  rejected manifests on new installs; NOTES/values comments updated
- wait-for-postgres init container gets requests/limits (the only container
  in the chart without them; broke ResourceQuota'd namespaces)
- drop the telemetry Prometheus scrape config for app/realtime — neither
  exposes /metrics, so it was dead config that also rendered a realtime
  target with realtime disabled
- chart 1.2.0 with README upgrade notes

* fix(helm): version-agnostic schema-error assertions in the secret-length suite

Helm v4 phrases schema rejections as 'minLength: got N, want 32' while
v3 says 'String length must be greater than or equal to 32'. The suite
grepped for 'minLength' only, so it passed on local helm v4 and failed on
CI's v3.16.4 — the enforcement itself works on both. Patterns now assert
the key name plus either wording. Caught by the new Helm Chart workflow
on its very first run.

* improvement(helm): kind install test + chart version-bump gate in CI

Benchmarked against the flagship OSS charts (ingress-nginx, argo-cd,
kube-prometheus-stack, grafana, bitnami, cert-manager): sim already exceeds
most of them on validation rigor (strict schema — 4 of 6 ship none; 82 unit
tests vs argo-cd's zero; kubeconform manifest validation none of them run),
but every top community chart repo actually installs the chart on a kind
cluster in chart CI — the one majority practice we lacked. Adds:

- install job: kind cluster, helm install with ci/default + a new
  small-footprint ci/kind-values.yaml overlay (default app requests of 4Gi
  can't schedule on a CI node), --wait, then the chart's helm test hook,
  with pod/event/log diagnostics on failure
- version-bump job (PR-only): fails when helm/sim/** changes without a
  Chart.yaml version increment — argo/kps/grafana all enforce this

* fix(helm): declare naming overrides in the strict schema; SHA-pin CI actions

- nameOverride/fullnameOverride are consumed by sim.name/sim.fullname but
  were never in values.yaml, so root additionalProperties: false rejected
  Helm's standard naming overrides — both now declared (a helper-wide sweep
  confirmed they were the only template-read keys missing), with a smoke
  regression test that installs under the strict schema and asserts the
  override lands in resource names
- CI supply-chain hardening: checkout/setup-helm/kind-action pinned to full
  commit SHAs (tag comments retained) and the kubeconform archive verified
  against its published sha256

* fix(helm): immutable unittest runner and fail-closed version gate in CI

- helm-unittest runs via the project's official docker image pinned by
  immutable sha256 digest instead of a plugin install from a mutable git tag
- the version-bump gate fetches the full base ref (a --depth=1 fetch could
  leave no merge base), computes the merge-base and diff outside the if so
  any git failure fails the job instead of falling into the skip branch

* fix(ci): run the helm-unittest container as the runner UID

The digest-pinned image runs as a non-root user that cannot write into the
runner-owned bind mount (it creates tests/__snapshot__, absent from the
checkout since empty dirs aren't tracked). Standard bind-mount pattern:
--user "$(id -u):$(id -g)" with HOME=/tmp for helm's cache.

* fix(helm): appVersion points at a real GHCR tag (v0.7.44)

The kind install job caught this on its first full run: the default image
tag (Chart.AppVersion 0.6.73) returns 404 on GHCR for all three images —
the registry's tags are v-prefixed — so an unpinned default install could
never pull. Updated appVersion to v0.7.44 (verified 200 for simstudio,
realtime, and migrations manifests), stale values comment refreshed, and
an upgrade note added. The CI kind values deliberately stay tag-free so
the job keeps exercising the true default path.
2026-07-24 14:25:46 -07:00
Waleed d48722a04e fix(helm): correct chart docs, examples, and dead config across the board (#5907)
* fix(helm): correct chart docs, examples, and dead config across the board

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

- all five export lines are written out (three were only named in a trailing
  comment, so a verbatim copy passed empty required values)
- the cloud-conversion caveat now leads with reusing the original secret
  values (helm get values) — a regenerated ENCRYPTION_KEY makes previously
  encrypted credentials undecryptable
2026-07-23 18:28:11 -07:00
Waleed c083be9def improvement(auth): bump better-auth to 1.6.23 and add trusted-proxy client IP resolution (#5857)
* improvement(auth): bump better-auth to 1.6.23 and add trusted-proxy client IP resolution

* chore(billing): record checkout-scope mirror re-verification against @better-auth/stripe 1.6.23

* chore(deploy): expose AUTH_TRUSTED_PROXIES in docker-compose.prod and Helm chart
2026-07-22 14:41:02 -07:00
Waleed 5eafa86992 feat(email): native Gmail API mail provider for GCP self-hosting (#5736)
* feat(email): native Gmail API mail provider for GCP self-hosting

Adds Gmail as a fifth transactional mail provider (Resend → SES → SMTP →
ACS → Gmail). GCP has no first-party SES/ACS equivalent, so the native
Google path is the Gmail API: a service account with domain-wide
delegation impersonates a Workspace sender (GMAIL_SENDER) and posts the
raw RFC 822 message (built via nodemailer's MailComposer — full parity
incl. attachments, replyTo, unsubscribe headers) to the media-upload
messages.send endpoint. The Workspace SMTP relay alternative is
documented against the existing SMTP provider.

* fix(email): review round 1 + audit hardening for Gmail provider

- a 2xx from Gmail with an empty/malformed body no longer surfaces as a send
  failure (the mailer's fallback chain would deliver the same email twice);
  covered by a regression test
- normalize bare-LF line endings in html/text bodies to CRLF (RFC 822) before
  composing the raw message
- add multi-recipient and text-only test cases
2026-07-17 12:55:21 -07:00
Waleed f6bb8e6d3e feat(storage): native Google Cloud Storage support for self-hosting (#5728)
* feat(storage): native Google Cloud Storage support for self-hosting

Adds GCS as a third object-storage backend with full parity with S3 and
Azure Blob: uploads, streaming downloads, deletes, head, V4 signed URLs
(single + batch), and browser/server multipart uploads via the GCS XML
API. Selection precedence is Azure Blob > S3 > GCS > local disk.

- new provider client at lib/uploads/providers/gcs (cached singleton,
  ADC/Workload Identity or inline GCS_CREDENTIALS_JSON auth)
- per-context GCS_*_BUCKET_NAME config wired through getStorageConfig
- shared getServeStoragePrefix() replaces hardcoded blob/s3 serve paths
- docs (object-storage, environment-variables), .env.example, helm
  values.yaml + values-gcp.yaml storage section

* fix(storage): review round 1 — GCS per-context bucket fallback + ETag quote normalization

- getGcsConfig falls back to the general bucket for every context (GCS bucket
  names are globally unique, so the S3-style sim-execution-files literal default
  would point at an unowned bucket; empty per-context buckets previously made
  uploads and downloads disagree)
- completeGcsMultipartUpload restores quotes on ETags stripped by the shared
  browser upload client before building the completion XML
- docs/.env.example/helm updated for the fallback behavior

* fix(storage): review round 2 — route chat authz and execution-URL detection through getStorageConfig

- getChatStorageConfig delegates to getStorageConfig('chat') (identical for
  S3/Azure, picks up the GCS general-bucket fallback instead of reading the
  raw chat config and rejecting valid chat files)
- parse route resolves the execution bucket via getStorageConfig('execution')
  for all providers, so GCS execution files in the fallback bucket are still
  recognized as our own objects

* fix(storage): validation pass — gcs serve-prefix parity in key parsers + CORS doc fix

- extractStorageKey, extractFilename, and extractEmbeddedFileRef now strip the
  gcs/ serve prefix like s3/ and blob/, so direct-uploaded files on GCS parse,
  delete, download, and embed correctly (previously only the serve route knew
  the prefix)
- file-download storageProvider union includes 'gcs'
- completeGcsMultipartUpload defensively rejects a 200 response carrying an
  XML error document
- docs: CORS example lists concrete x-goog-meta-* header names (GCS matches
  responseHeader entries exactly; wildcards are only supported for origin)
2026-07-17 00:15:14 -07:00
Theodore Li 4d6301c900 feat(pii): regex-only block-output redaction + drop GLiNER/GPU image (#5697)
* chore(pii): remove GLiNER/GPU image + add spaCy-skip fast path to CPU server

* feat(pii): restrict block-output redaction to regex-only entities

* fix(pii): derive spaCy-NER set from registry + skip fast path when score_threshold set

* fix(pii): include ORGANIZATION in app-side NER set (align with server)
2026-07-15 20:28:15 -04:00
Waleed 2e5b33c2db feat(community): replace Discord community links with Slack across app, docs, emails, and readme (#5653) 2026-07-13 17:15:03 -07:00
Vikhyath Mondreti 2d41360807 improvement(concurrency): limits configurable, docs updates (#5640)
* improvement(concurrency): limits configurable, docs updates

* remove dead tests

* limits self hosted vars
2026-07-13 13:11:05 -07:00
Waleed 896d15b666 fix(helm): close blocker/real-gap findings from Helm chart best-practices audit (#5555)
* fix(helm): close blocker/real-gap findings from Helm chart best-practices audit

Verified every finding against the official Helm docs and Kubernetes Pod
Security Standards docs before fixing, and validated each fix with
helm lint/template plus the chart's own helm-unittest suite (65 -> 79
tests, all new tests confirmed to fail on the pre-fix code):

- Blocker: values.schema.json documented "minimum 32/8 characters" on
  BETTER_AUTH_SECRET/ENCRYPTION_KEY/postgresql.auth.password but never
  enforced it. Added anyOf minLength-or-empty constraints (empty stays
  legal for existingSecret/ESO modes) — verified negative/positive cases
  live, no regression for any secret-delivery mode.
- Real gap: copilot didn't support the External Secrets Operator mode the
  rest of the chart offers (app/postgresql/externalDatabase). Added
  external-secret-copilot.yaml, remoteRefs.copilot, and extended
  sim.copilot.validate with the same "map it or remove it" fail-fast
  guard app.env/realtime.env already have. Verified byte-identical
  rendering for the existing non-ESO path.
- Real gap: the OpenTelemetry Collector was the only workload missing the
  shared Restricted-profile securityContext helpers (no container-level
  hardening at all). Wired sim.podSecurityContext/containerSecurityContext
  in, preserving the collector's original UID/GID/fsGroup.
- Real gap: copilot templates hand-rolled label/selector blocks instead of
  using the chart's established sim.<component>.labels/selectorLabels
  pattern. Added sim.copilot.*/sim.copilotPostgresql.* helpers and
  refactored every consumer — confirmed byte-identical helm template
  output before/after (selector labels are immutable on upgrade, so this
  was verified, not assumed).
- Documented (README): the ingressFrom default and readOnlyRootFilesystem
  posture, both real but intentional tradeoffs the audit flagged as
  underdocumented. Added extraVolumes/extraVolumeMounts to copilot's
  Deployment (realtime/pii already had it) so the readOnlyRootFilesystem
  guidance is actually actionable for all three stateless services.

Deferred (nice-to-have, not blocking): pinning the two floating Postgres
image tags, values.schema.json stubs for ~13 uncovered top-level sections,
and an OTel collector image version bump — none are correctness issues.

* fix(helm): move copilot's static config out of the ESO-required Secret

Greptile caught a real bug: copilot.server.env shipped with non-empty
static defaults (PORT, SERVICE_NAME, ENVIRONMENT, LOG_LEVEL), unlike
app.env/realtime.env which ship fully empty. The new ESO validation
correctly required every non-empty env key to be mapped in
externalSecrets.remoteRefs.copilot — but that meant a default install
with copilot + ESO enabled failed demanding secret-store paths for
values that were never secrets.

Fixed by applying the chart's own existing pattern for this exact
problem: moved the 4 static keys into copilot.server.envDefaults
(mirroring app.envDefaults) and inlined them as plain container env,
bypassing the Secret/ExternalSecret system entirely — same rationale
already documented for app.envDefaults. Verified live that Greptile's
exact repro (default copilot env + ESO enabled, only the 7 real secrets
mapped) now renders cleanly and the four values still reach the
container. Added a regression test that fails on the pre-fix code.

* fix(helm): don't shadow copilot's existingSecret with envDefaults

Greptile and Cursor Bugbot both independently caught this: in
copilot.server.secret.create=false (existingSecret) mode, the chart
still unconditionally inlined copilot.server.envDefaults as explicit
container env. Kubernetes gives explicit env precedence over envFrom,
so a pre-existing Secret's PORT/LOG_LEVEL/etc values were silently
overridden by the chart defaults — the exact shadowing bug
app.envDefaults already guards against via its own $useExistingSecret
skip, which I forgot to mirror when copying the pattern to copilot.

Skip envDefaults entirely in existingSecret mode (matching app's
existing behavior — the pre-created Secret is the sole source of
truth), while still rendering extraEnv. Verified live: existingSecret
mode now renders no env: block at all when extraEnv is unset, and
still renders extraEnv without envDefaults leaking in when it is set.
Added two regression tests, confirmed both fail on the pre-fix code.

* fix(helm): key copilot's existingSecret check off its own secret.create, not the global ESO flag

Round 2's fix (which I copied nearly verbatim from Greptile's own
suggested diff) used $useExistingSecret := and (not
externalSecrets.enabled) (not copilot.server.secret.create) — Greptile
caught its own suggestion's remaining bug on round 3: when
externalSecrets.enabled=true globally (for app/postgresql) but copilot
itself uses copilot.server.secret.create=false with its own
pre-created Secret, that condition evaluated to non-existingSecret mode,
so envDefaults still inlined and shadowed the user's Secret values —
same bug, different trigger condition.

envFrom always points at the user-provided Secret name whenever
secret.create=false, independent of what other components do with ESO,
so the check should key on that alone. Verified live: global ESO
enabled + copilot's own existingSecret now renders no env: block and
envFrom correctly points at the pre-created secret name; the two
scenarios that should still inline (copilot itself on ESO, plain
inline mode) still work. Added a regression test, confirmed it fails
against round 2's guard.

* fix(helm): checksum/secret annotation on copilot ignores ESO-sourced secret

Cursor Bugbot caught a real bug: checksum/secret only hashed
secrets-copilot.yaml's rendered output, but under
externalSecrets.enabled=true that template renders nothing (env
credentials come from external-secret-copilot.yaml instead). Result:
changing externalSecrets.remoteRefs.copilot mappings wouldn't change
the pod template hash, so Kubernetes would never restart the copilot
pod to pick up the new mapping — stale envFrom values until a manual
restart.

Fixed by hashing the concatenation of both templates' rendered output:
whichever mode is active, only one renders non-empty content, but the
concatenated hash still changes on a mode switch or a remoteRefs
change. This can't reach into the live secret store value ESO syncs
(Helm only sees the ExternalSecret manifest at render time) — that's
an inherent ESO limitation, not something a checksum annotation can
close; documented as such in the template comment.

Note: deployment-app.yaml and deployment-realtime.yaml have this same
latent limitation in ESO mode (checksum/secret only hashes
secrets-app.yaml), but that's pre-existing code outside this PR's
diff — not fixed here to stay scoped to what Cursor actually flagged.

Verified live: the checksum differs across two different
remoteRefs.copilot.LICENSE_KEY mappings, and still changes correctly
in plain inline mode. Added a regression test.
2026-07-09 20:00:52 -07:00
Waleed cbe5e0f3f4 fix(uploads): fix Azure Blob connection-string-only auth and document self-host parity (#5553)
* fix(uploads): fix Azure Blob connection-string-only auth and document self-host parity

Every Azure Blob operation (upload/download/delete/head/presigned URLs) threw
when only AZURE_CONNECTION_STRING was set, despite that being the documented
alternative to AZURE_ACCOUNT_NAME/KEY across .env.example, env.ts, and the
Helm chart. createBlobConfig required accountName unconditionally, and the
upload-SAS path had no fallback to derive credentials from the connection
string. Fixed both, verified end-to-end against a live Azurite emulator
(upload, download, head, delete, multipart/block-blob upload, and real
HTTP PUT/GET through generated SAS URLs), and added regression tests.

Also closes the remaining self-host Azure documentation gaps: AZURE_ACS_CONNECTION_STRING,
OCR_AZURE_*, KB_OPENAI_MODEL_NAME, and WAND_OPENAI_MODEL_NAME are now documented in
the Helm chart (values.yaml, values.schema.json, values-azure.yaml) and
.env.example alongside their AWS/S3 counterparts.

* fix(uploads): map new Azure keys in the ESO remoteRefs example

Greptile flagged that the values-azure.yaml External Secrets example
didn't map KB_OPENAI_MODEL_NAME, WAND_OPENAI_MODEL_NAME, OCR_AZURE_ENDPOINT,
and OCR_AZURE_MODEL_NAME, so a user who fills those in and switches to ESO
would hit a Helm template render failure. Added the remoteRefs entries and
verified with an isolated helm template render.
2026-07-09 18:09:27 -07:00
Theodore LiandClaude Fable 5 4e6594dc54 feat(pii): add opt-in GLiNER NER engine (PII_ENGINE), device-agnostic (#5495)
* feat(pii): add opt-in GLiNER NER engine (PII_ENGINE), device-agnostic

Swap the 4 NER entity types (PERSON/LOCATION/NRP/DATE_TIME) to a single
multilingual GLiNER zero-shot model when PII_ENGINE=gliner; spaCy stays the
default and all ~36 regex/checksum recognizers are identical on both engines.
Device-agnostic via PII_DEVICE / cuda auto-detect — same code on Fargate CPU
now and EC2-GPU later.

- engines.py: side-effect-free builders; SharedModelGLiNERRecognizer loads
  ONE model shared across the 5 per-language instances and restricts labels
  to the entities it owns; small spaCy models keep tokenization/lemmas for
  the regex recognizers; fail-fast on the lean image
- pii.Dockerfile: multi-stage — default target unchanged (lean spaCy);
  --target gliner is a superset (torch CPU + gliner + baked model) where
  both engines work; gliner-gpu scaffold for the GPU fleet
- CI publishes the gliner variant (:staging-gliner/:latest-gliner, amd64)
- Helm: pii.engine / pii.device values wired to PII_ENGINE/PII_DEVICE
- scripts/bench_engines.py: throughput + NER-parity diff harness
- tests: unit (mocked GLiNER) + in-image integration for both engines

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Up3F97mjCH9HCj1pX4J8VJ

* refactor(pii): ship both engines in one image — engine is a pure env flip

Collapse the gliner build target into the single pii image: spaCy lg models,
torch (CPU), gliner, and the baked GLiNER weights all ship in it, so
PII_ENGINE switches engines with no image swap and no tag matrix. CI reverts
to the single pii build (no -gliner tags). The GPU variant becomes the same
Dockerfile built with --build-arg TORCH_INDEX_URL=.../cu128. Image grows
~6.1GB -> ~9.6GB.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Up3F97mjCH9HCj1pX4J8VJ

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 22:37:33 -04:00
Vikhyath Mondreti 24ebba9acc chore(credential-sets): cleanup feature (#5460) 2026-07-06 18:49:06 -07:00
Theodore Li 69b81a679b feat(data-retention): granular PII redaction stages (input + block outputs) (#5272)
* feat(data-retention): granular PII redaction stages (input + block outputs)

* fix(data-retention): propagate block-output redaction into child workflows

* fix(data-retention): close block-output redaction gaps on streaming + resume

* fix(data-retention): drain+mask streamed output, resolve PII policy unconditionally (no fail-open)

* test(testing): support leftJoin().where().limit() in shared db mock

* fix(data-retention): mask agent/Pi memory writes under block-output redaction

* fix(data-retention): guard partial PII stages in GET normalize

* fix(data-retention): mask seeded memory messages under block-output redaction

* fix(guardrails): fail closed on misaligned Presidio batch responses

* fix(data-retention): enabled stage with no entity types redacts all (no fail-open)

* fix(data-retention): reject enabled stage with no entity types; empty = off everywhere

* docs(data-retention): note resume remask covers inline values only

* fix(data-retention): scrub offloaded large-value refs from logs when block-output redaction is off

* fix(data-retention): hydrate, mask, and re-store large-value refs in logs (preserve redacted content)

* fix(data-retention): always apply logs policy to large-value refs when logs stage is on

* perf(data-retention): drop redaction byte ceiling, parallelize chunks (env-tunable), remove request timeouts, sync large-value walk

* feat(data-retention): gate granular PII stages behind pii-granular-redaction flag

- New pii-granular-redaction feature flag (fallback PII_GRANULAR_REDACTION),
  layered on pii-redaction, gating the execution-altering input + block-output stages
- Route returns piiGranularRedactionEnabled and rejects enabling granular stages when off
- UI shows only the Logs stage tab unless the flag is on; clamps active stage
- Drop the per-search Select all toggle; add a Deselect all action to the PII section header

* docs(pii): describe Presidio as a standalone service, not a sidecar

Presidio now runs as its own ECS service (and, in Helm, its own Deployment +
Service) reached over the network via PII_URL — not a sidecar in the app task.
Update README, code comments, env docs, Dockerfiles, and the Helm chart docs to
match, and note the deploy requirement that PII_URL must be reachable.

* fix(data-retention): re-mask offloaded large-value refs on resume + don't lock out granular saves

- Resume/run-from-block restore now hydrates → masks → re-stores large-value refs
  in restored blockStates (not just inline strings), so a value offloaded before the
  block-output stage was enabled can't warm raw PII into downstream blocks. Fails fast.
- pii-large-values: add onFailure mode (throw on the execution path, scrub for logs)
  and redactLargeValueRefsInValue for arbitrary (non-RedactablePayload) values
- Granular flag gate now rejects only NEW off→on granular enablement, so orgs that
  already configured granular stages can still save retention settings when the flag is off
2026-07-01 21:47:02 -04:00
ca34301d7f fix(mailer): permissions entitlements for enabling/disabling (#5312)
* 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

* fix(mailer): permissions entitlements for enabling/disabling

* fix lifecycle for agentmail infra

---------

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 Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 21:23:11 -07:00
Vikhyath Mondreti 5a8134119a feat(workspaces): fork + push/pull (#5210)
* feat(workspaces): fork + push/pull

* type fix

* fix tests

* progress on ux

* remove modal section

* improve UI of modal

* update more ui

* make rollback part of the footer

* track skipped count correctly

* address comments

* make it workspace admin level

* update skipped count

* address more comments

* deal with unbounded memory possibility

* fix deleted kb article bug

* no deployed workflow case

* UI/UX cleanup

* fix oauth dropdown case

* fix oauth selector issue

* infra work + activity log

* consolidate migration

* update modal state

* more UI simplification

* grammar

* update audit report ui

* perf improvements

* fix tool input scenarios and add dependsOn UI handling

* minor comments

* fix webhook stability issues + drift detection removal

* make dependsOn subblock mapping cleanly stored

* fix: harden fork dependent-value mapping (clear stale rows, identity-guard first-sync fallback, perf + cleanup)

* address comments

* update comment

* enforce admin perms for activity api

* fix required + dependsOn combo
2026-06-28 13:13:57 -07:00
Theodore Li 76867062e5 feat(pii): publish PII image to GHCR and add Presidio sidecar to Helm chart (#5188)
* feat(pii): publish PII image to GHCR and add Presidio sidecar to Helm chart

* fix(pii): allow app→PII NetworkPolicy egress, global tolerations, topology spread
2026-06-23 21:07:06 -04:00
Waleed 7d46103d09 chore(deps): remove unused dependencies and harden CI supply chain (#5119)
* chore(deps): remove unused dependencies and harden CI supply chain

Dependency cleanup:
- Remove unused deps: papaparse, unified, and 6 unused Radix primitives
  (alert-dialog, radio-group, scroll-area, separator, toggle, visually-hidden)
  plus @tanstack/react-query-devtools (all verified zero imports repo-wide)
- Consolidate jwt-decode into the existing jose dependency (decodeJwt)
- Migrate react-window to @tanstack/react-virtual to drop a redundant
  virtualization library (terminal, structured-output, code viewer)
- Remove the better-auth-harmony plugin and its gating env flag

Supply-chain hardening:
- SHA-pin every GitHub Action to a full commit SHA with a version comment
- Pin CI bun-version to 1.3.13 (was "latest" in the release job)
- Raise bun minimumReleaseAge cooldown from 3 to 7 days
- Add a non-blocking `bun audit` step in CI
- Add a CODEOWNERS gate routing dependency-manifest changes to @simstudioai/deps

* chore(deps): remove unused apps/docs dependencies (@tabler/icons-react, dotenv-cli)

* style(search-modal): use Send icon for Invite teammates action

* feat(search-modal): surface New chat as the top action above Create workflow

* feat(search-modal): add Secrets to the pages list
2026-06-17 14:56:43 -07:00
Vikhyath MondretiandCursor 6abcf82db2 feat(workflows): sim trigger, logs v2 block, toolbar renaming (#4941)
* feat(workflows): sim trigger, logs v2 block, toolbar renaming

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

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

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

* address comments

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

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

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

* chore: sync lockfile after staging merge

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-10 11:04:12 -07:00
0075ab9cf6 improvement(platform): remove tour, simplify sidebar/header, drop loading skeletons (#4354)
* improvement(platform): workspace UI/UX overhaul + integrations catalog

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

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

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

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

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

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

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

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

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

* upgrade

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

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

* improvement(logs): obj storage backed tracespans

* fix storage write context

* fix tests

* address comments

* address comments

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

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

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

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

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

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

* regen migrations

* update migration

* address comments

* more code cleanup

* incorrect type cast

---------

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* docs(fireworks): restore TSDoc on utils helpers

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

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

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

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

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

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

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

---------

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

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

* chore(copilot): deprecate mcp

* update error codes

* deprecate copilot api v1 route

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* fail loudly if stripe sub id missing

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

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

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

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

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

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

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

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

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

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

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

---------

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

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

* fix(icons): repair broken integration icon rendering

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* improvement(icons): enlarge CrowdStrike icon

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

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

---------

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

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

* Make workflow description nullable

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

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

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

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

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

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

* Make workflow description nullable

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

* improvement(knowledge): polish tag filter dropdowns

* improvement(knowledge): soften filter section labels

* improvement(knowledge): soften list filter labels

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

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

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

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

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

* chore: condense env route security comments

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

* icons update

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* updated greptile icon

* revert(security): drop KB file authorization changes

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

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

Self-hosters often register SSO user-scoped via the CLI script (no
SSO_ORGANIZATION_ID). If they later enable organizations and reconfigure the
same domain org-scoped through the UI, the conflict check previously treated
their own user-scoped row as another tenant's and returned a misleading 409.
Recognize the caller's own user-scoped provider as owned so that migration is
allowed, while still blocking another user's or another org's domain.

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

* revert(security): remove workspace-env admin gate

Defer to a credential-based access model (separate change). Restores
GET /api/workspaces/[id]/environment to main behavior and removes the test.

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

* refactor(security): consolidate webhook path-collision check into one helper

Extract findConflictingWebhookPathOwner to lib/webhooks/utils.server.ts as
the single source of truth for cross-tenant path-collision detection, used by
both webhook creation paths (deploy sync and the manual /api/webhooks route).

This also repairs two latent issues in the manual route's previous inline
check, which queried with limit(1) and only webhook.archivedAt:
- limit(1) inspected one arbitrary row, so a same-workflow row could mask a
  foreign collision (false negative). The shared helper scans all matching
  rows.
- It omitted isActive/workflow.archivedAt, so inactive or archived-workflow
  webhooks (which never receive deliveries) permanently blocked path reuse.
  The helper mirrors the runtime dispatcher's filter.

Same-workflow webhook reuse for upsert is now a separate, explicit lookup.

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

---------

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

* fix(security): block private/reserved IPs for hosted 1Password Connect SSRF (#4818)

* fix(security): block private/reserved IPs for hosted 1Password Connect SSRF

* test(security): use real isPrivateOrReservedIP and cover IPv6 edge cases

* improvement(integrations): validate and expand devin, cursor, and greptile (#4820)

* improvement(integrations): validate and expand devin, cursor, and greptile

- devin: fix missing org_id path segment on all session endpoints, add 7 session sub-resource tools (list messages/attachments, get/append/replace tags, archive, terminate), pagination, and is_archived output
- cursor: add get_api_key_info, list_models, list_repositories tools
- greptile: align block and docs
- normalize array outputs to default [] and tighten types

* refactor(cursor): simplify list_repositories v2 array normalization

Collapse the redundant `?? []` + `Array.isArray` double-guard into a
single Array.isArray check, per PR review feedback.

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

* fix(devin): scope session-tag mapping to tag ops and normalize array tag inputs

- Only map sessionTags into the tools tags param for append/replace operations,
  preventing stale sessionTags state from clobbering create_session tags
- Fall back to a wired tags value when sessionTags is empty for tag operations
- Normalize tag inputs (string or wired string[]) via normalizeTags so array
  values from other blocks no longer throw on .split

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

* fix(cursor): restore base64 file data in legacy download_artifact metadata

The legacy CursorBlock exposes only content + metadata (no v2 file
output), so metadata.data was the only way legacy-block workflows could
access downloaded artifact bytes. Restore the base64 data field and
document it in the outputs/type instead of dropping it.

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

* fix(devin): coerce terminateArchive to archive flag for boolean-wired input

* docs(integrations): regenerate tool docs for new devin and cursor operations

---------

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

* fix(search-replace): don't auto-navigate when content edits invalidate the active match (#4819)

* fix(search-replace): don't auto-navigate when content edits invalidate the active match

* fix(search-replace): clear afterReplaceIndexRef on apply failure and zero matches

* fix(search-replace): remove duplicate setActiveSearchTarget(null) on close

* fix(search-replace): move afterReplaceIndexRef write inside handleApply past the guard

* fix(search-replace): auto-navigate when hydration resolves with no prior active match

* chore(search-replace): remove inline comments

* fix(search-replace): revert !activeMatchId guard that caused immediate re-navigation after deselect

* improvement(enrichments): limit company-info to fields both providers return (#4817)

Hunter's company dataset returns null industry/foundedYear for many large companies (verified against the live API for Microsoft, Amazon, Google), so under the first-non-empty-wins cascade those columns appeared inconsistently across rows. Limit company-info outputs to employee count and description — the fields Hunter and PDL both reliably return — so every row is consistent. employeeCount is a string so Hunter's range bucket and PDL's exact count share the column.

* fix(files): don't reject external URLs containing '..' in file parse validation (#4821)

* fix(files): don't reject external URLs containing '..' in file parse validation

The file block's file_fetch operation rejected any external URL whose path
contained '..' (e.g. Slack files-pri slugs with a literal '...') with
'Access denied: path traversal detected'. Traversal checks only apply to
local paths — external http(s) URLs are fetched with SSRF protection
downstream and are never resolved against the filesystem, so they now
short-circuit as valid. Internal /api/files/serve/ URLs keep full traversal
protection.

* test(files): fix external-URL assertion to handle undefined error

* test(files): assert success explicitly in external-URL traversal test

* fix(files): keep traversal protection for https URLs matching internal serve paths

* feat(google-sheets): add row filtering to read with numeric operators (#4822)

* feat(google-sheets): add row filtering to read with numeric operators

Adds client-side row filtering to the Google Sheets read (v2) operation.
Filter the returned rows by a header column using text operators
(contains, not_contains, exact, not_equals, starts_with, ends_with) and
numeric/ordering operators (gt, gte, lt, lte). Filtering lives in a pure,
unit-tested helper (filterSheetRows) and runs over the fetched read range;
an optional `filter` output reports whether the column was found and how
many rows matched.

Also hardens the surrounding tools:
- trim spreadsheetId in write/update/append URL builders (matches read)
- URL-encode the v1 read default range
- expose valueInputOption for the update operation in the block

Backwards compatible: with no filter requested, read output is byte-
identical and the `filter` field is omitted. The filterMatchType union is
widened additively (4 -> 10 values).

* fix(google-sheets): correct filter metadata for missing column and header-only sheets

- matchedRows is now 0 (not totalRows) when the filter column is not found,
  so it no longer contradicts applied=false / columnFound=false
- columnFound now reflects an actual header lookup for empty/header-only
  sheets instead of being hardcoded true
- add tests covering header-only and empty sheets with present/absent columns

* fix(selectors): fetch all pages for paginated dropdown list routes (#4823)

* fix(selectors): fetch all pages for paginated dropdown list routes

Dropdown selectors fetched only the first page of paginated provider
APIs, silently hiding results past page one. Add bounded server-side
draining to the list routes across Microsoft Graph, Google, Notion,
Atlassian, Linear, AWS CloudWatch, and offset/token REST APIs, plus a
shared client-side drain cap in the selector hook. Response shapes,
stored values, and tool execution are unchanged; CloudWatch list tools
still honor a caller-supplied limit. Also fixes the Word file picker
that was searching for .xlsx files.

* fix(selectors): harden JSM and Monday pagination draining

- JSM service-desk/request-type drains advance `start` by the actual row
  count returned (not the fixed page size) and stop on an empty page, so a
  short non-final page can't skip items.
- Monday boards drain now checks `response.ok` per page, surfacing a
  mid-drain HTTP failure instead of treating it as an empty final page and
  returning a partial 200.

* docs(selectors): clarify JSM drain advances start by actual row count

The offset-advancement fix (advance `start` by the rows returned, not the
fixed page size) landed in 7b19788a8; update the TSDoc to match so it no
longer reads as advancing by `limit`.

* fix(selectors): drain fetchPage in direct fetchList callers

Making `fetchList` optional left three direct callers (outside the
useSelectorOptions hook) calling it unguarded, which broke the build's
type check. Route them through a shared `loadAllSelectorOptions` helper
that uses `fetchList` when present and otherwise drains `fetchPage`.
This also prevents a regression: `confluence.spaces` / `knowledge.documents`
now paginate via `fetchPage` only, and these callers (search/replace,
value resolution) would otherwise have silently returned no options.

* chore(selectors): rename MAX_PAGE_PAGES to MAX_NOTION_PAGES for readability

* fix(sso): re-check domain conflict before write and reject IP-address domains (#4825)

* improvement(copilot): make copilot_messages the sole transcript store, remove JSONB dual-write (#4826)

Stop writing/reading the legacy copilot_chats.messages JSONB column now that
reads are cut over to copilot_messages. Make appendCopilotChatMessages the
primary write (throws on failure instead of swallowing), repoint peripheral
readers (workspace VFS, chat cleanup, data drains, fork, superuser import) to
copilot_messages, and persist the assistant turn inside finalizeAssistantTurn's
transaction so it commits atomically with the stream-marker clear. The column
itself is dropped in a follow-up migration after this bakes.

* feat(tables): expand filter operators (not-contains, starts/ends-with, not-in, empty) (#4827)

Add does-not-contain ($ncontains), starts-with ($startsWith), ends-with
($endsWith), not-in-array ($nin, previously executed server-side but unexposed
in the UI), and is-empty/is-not-empty ($empty) filter operators end-to-end —
SQL builder, condition types, query-builder converters/constants, the filter
UI, the Table tools/block descriptions, and docs.

Also fix correctness bugs in the filter builder surfaced by the wider operator
set:
- Same-column AND rules (e.g. age > 18 AND age < 65, or name startsWith 'A'
  AND name endsWith 'Z') silently overwrote each other because the AND group
  was keyed by column name. They now merge into one operator object, which
  also makes Filter -> rules -> Filter round-trip losslessly for multi-operator
  columns.
- $nin values were not split into an array like $in, and textual-match values
  like "123" were numeric-coerced (breaking the ILIKE path).
- A non-boolean $empty operand from the raw API silently inverted the check; it
  now coerces 'true'/'false' strings and otherwise returns a 400.

* improvement(copilot): stop persisting tool-call result outputs in transcripts (#4829)

Opening a Mothership task could take many seconds because a single persisted
assistant message in copilot_messages.content can reach hundreds of MB, almost
entirely inside contentBlocks[].toolCall.result.output (e.g. a get_workflow_logs
or run_workflow result). The DB query is ~2ms; the cost is detoasting that
payload, shipping it to the browser, and parsing it.

These outputs are dead weight on the Sim side: they are never rendered (the
thread shows only tool name/title/status) and never replayed to the model (the
upstream copilot service owns conversation memory). So drop result.output before
it is persisted, keeping result.success/error plus the tool metadata.

- add stripToolResultOutput() in persisted-message.ts
- apply it in messages-store toRow (covers every write path) and in
  loadCopilotChatMessages (existing rows render fast on read)

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

* feat(providers): add Together AI, Baseten, and Ollama Cloud model providers (#4830)

* feat(providers): add Together AI, Baseten, and Ollama Cloud model providers

* fix(providers): guard Ollama streaming fast-path with hasActiveTools

Match Together/Baseten/Fireworks: when tools are supplied but all are
filtered out (usageControl 'none'), take the single streaming call instead
of an extra non-streaming round-trip.

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

* fix(providers): filter non-chat model types from Together model list

* refactor(providers): dedupe Ollama Cloud upstream schema

ollamaCloudUpstreamResponseSchema was byte-for-byte identical to
ollamaUpstreamResponseSchema (both /api/tags endpoints return the same
{ models: [{ name }] } shape). Drop the duplicate and reuse the shared schema.

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

---------

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

* fix(knowledge): calendar view sync, deduplicate popover animation classes, type-safe filter cast

* cleanup(knowledge): remove TRIGGER_BORDER_CLASS duplication, inline displayLabel, drop enabledFilterParam alias

---------

Co-authored-by: Vikhyath Mondreti <vikhyathvikku@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Theodore Li <theo@sim.ai>
Co-authored-by: andresdjasso <andresdjasso@users.noreply.github.com>

* feat(blocks): add BlockMeta to Quiver and Linq; fix invalid block config fields; update skills

Block fixes:
- Add QuiverBlockMeta (tags + 3 templates: icon generator, diagram creator, vectorizer)
- Fix QuiverBlock: remove invalid tags field from BlockConfig, IntegrationType.Design →
  IntegrationType.AI (Design doesn't exist in the enum)
- Fix GreptileBlock: remove invalid tags field from BlockConfig,
  IntegrationType.DeveloperTools → IntegrationType.DevOps
- Fix LinqBlock: remove invalid tags field from BlockConfig (tags belong only in BlockMeta)

Skills:
- add-block: add dedicated BlockMeta section with structure, rules, and registration
  pattern; add BlockMeta checklist items
- add-integration: add BlockMeta to block structure template, add rules clarifying
  that tags must NOT appear on BlockConfig and integrationType must be a valid enum
  value; update registry snippet to include blocksMeta; add checklist items

* fix(integrations): fix category dropdown by defining missing LANDING_INTEGRATIONS_DATA_PATH and regenerating integrations.json

The staging merge introduced landing-content.ts but forgot to define
LANDING_INTEGRATIONS_DATA_PATH in generate-docs.ts, causing the script
to crash before writing integrations.json.

The stale JSON had integrationTypes (plural array) from an older script
version, while the Integration type and workspace UI both read
integrationType (singular string) — so ALL_CATEGORY_SECTIONS bucketed
to undefined and the category filters never appeared in the dropdown.

Fixed by adding the missing path constant and re-running the generator.
integrations.json now has 192 entries with the correct integrationType field.

* fix(sidebar): restore resize handle on all pages

commit 3109104582 wrapped the resize handle in {(isCollapsed ||
isOnWorkflowPage) && ...} and added a useEffect that resets sidebar
width to SIDEBAR_WIDTH.MIN whenever the user navigates away from a
workflow page. Together these made the sidebar non-resizable on Tasks,
Tables, Knowledge Base, and every other non-workflow page.

Restore the staging behavior: always render the resize handle and
remove the effect that forced the width reset on page transitions.

* fix(sidebar): match staging onKeyDown and tabIndex on resize handle

The resize handle was still conditionalizing onKeyDown and tabIndex
on isCollapsed, blocking keyboard accessibility of the separator role
when expanded. Staging always attaches both unconditionally.

onKeyDown={isCollapsed ? handleEdgeKeyDown : undefined} → onKeyDown={handleEdgeKeyDown}
tabIndex={isCollapsed ? 0 : undefined}                 → tabIndex={0}

* feat(integrations): show connected credentials on integration detail page

When navigating to /integrations/google-docs (or any integration), a
Connected section now appears above the templates listing all workspace
credentials tied to that provider. Each row links back to the credential
detail page (/integrations/connected/${id}) for management actions.

Pairs with the earlier change that routes connected items from the
integrations list to the provider detail page instead of directly to
the credential detail page.

* fix(integrations): rename Add in chat to Add to Sim

* fix(skills): rename Add button to Add to Sim

* fix(platform): restore M1/M2/M3 regressions and LazyMotion on landing page

M1 — Invitation guard: re-introduce usePermissionConfig().isInvitationsDisabled
alongside the workspace inviteDisabledReason check. The flag now also
respects NEXT_PUBLIC_DISABLE_INVITATIONS and EE permission-group
disableInvitations, not just billing policy.

M2 — Settings redirects: /settings/integrations and /settings/skills
now server-redirect to /integrations and /skills respectively so old
bookmarks and emails don't silently land on General.

M3 — Starter block search exclusion: restore block.type !== 'starter'
guard in the search store so users cannot add a duplicate Starter block
via the command palette.

LazyMotion: restore LazyMotion + domMax/domAnimation wrappers and m.*
components in landing-preview-panel and landing-preview-home. The
removal was accidental (the full motion bundle was left after an
import cleanup), which caused the entire framer-motion feature set to
load eagerly on the landing page.

* fix(integrations): revert connected list to credential detail; remove settings redirects

* feat(sidebar): restore workspace switcher search with updated styling

Shows a search input in the workspace dropdown when the user has more
than 3 workspaces (WORKSPACE_SEARCH_THRESHOLD). Keyboard navigation:
ArrowDown/Up to move through results, Enter to switch, resets on close.

Styled to match the current branch (border-1/surface-5 tokens, sm text,
11px Search icon) rather than the old staging styles. Highlight state
is wired through chipVariants active prop so it follows the same active
appearance as clicked/hovered items.

* fix(sidebar): clean up workspace search — layout, memo, and effect guard

* fix(sidebar): align workspace rename input selection style with workflow rename

* perf(sidebar): eliminate React re-renders during sidebar drag resize

Previously, every mousemove during resize called setSidebarWidth(), which
both updated the --sidebar-width CSS variable (sync) and set Zustand state
(async). This caused:
  1. A 1-frame transition flash on mousedown — isResizing state had to
     round-trip through React before the is-resizing CSS class was applied,
     so the width transition fired for the first pixel of movement.
  2. A React re-render per pixel dragged — components reading sidebarWidth
     from the store (avatars, usage-indicator) lagged one frame behind the
     container, making the + and ... buttons appear to jump ahead.

New approach:
  - handleMouseDown adds is-resizing directly to the sidebar DOM node before
    any React involvement (synchronous, no frame lag).
  - mousemove writes only to the CSS custom property (zero React renders).
  - mouseup persists the final width to Zustand exactly once.
  - isResizing / setIsResizing state removed from the store and hook — they
    are no longer needed since the class is managed via direct DOM mutation.

* perf(sidebar): add requestAnimationFrame throttle to resize mousemove handler

* fix(sidebar): fix drag-right lag caused by WorkspaceChrome overflow-hidden transition

The sidebar-container's is-resizing class correctly suppressed its own width
transition, but the two wrapper divs in WorkspaceChrome both have
transition-[width]/transition-transform with a 175ms ease. The outer wrapper
also has overflow-hidden, so while the sidebar content was at the correct width
instantly, it was visually clipped by the outer wrapper which was still
animating — causing the + and ... buttons to appear to lag behind the resize
line on drag-right (not on drag-left, since shrinking doesn't clip content).

Fix: add sidebar-shell-outer/sidebar-shell-inner class names to both chrome
wrappers, and suppress their transitions via html.sidebar-resizing rule when
a drag is active. The html.sidebar-resizing class is toggled directly in the
resize hook alongside is-resizing, so it takes effect synchronously on mousedown.

* fix(icons): redesign Download icon to match Upload style; fix Upload/Download confusion

Download icon was missing the tray/shelf line at the bottom that Upload has,
making it look like a plain arrow rather than a matched pair. Updated Download
to use the same viewBox, stroke weight, and three-path structure as Upload
(tray + stem + arrowhead), just pointing down.

Also fix 5 places where Upload (↑) was incorrectly used for download/export
actions:
  - files.tsx: two Download action rows in toolbar and context menu
  - tables/table.tsx: Export CSV toolbar button
  - table-context-menu.tsx: Export CSV context menu item
  - logs.tsx: Export toolbar button
  - landing-preview-logs.tsx: decorative Export button

Import CSV and actual upload actions correctly keep the Upload icon.

* fix(icons): replace Upload with Download on all remaining export/download actions

- panel.tsx: Export workflow dropdown item
- context-menu.tsx: Export in sidebar workflow context menu
- chat.tsx: Export chat button
- output-panel.tsx: Export console CSV button
- terminal.tsx: Export console CSV button
- resource-content.tsx: Export table as CSV + Download file buttons

* fix(icons): fix remaining Upload→Download on download actions in files and logs

- action-bar.tsx: download button in files toolbar
- file-row-context-menu.tsx: Download item in file context menu
- file-download.tsx: both download buttons in log details file viewer

* updated block skills, settings pages, modals, buttons -> chips, blocks missing metadata

* updated skill modal

* improvement(resource-header): refine breadcrumb truncation ux

* improvement(resource): add floating overflow text tooltips

* wire up credits counter

* improvement(resource-header): mute path dropdown title

* refactor(resource-header): share floating-tooltip engine, prune dead overlay tooltips (#4844)

Clean up the breadcrumb truncation feature for reuse and correctness:

- Extract useFloatingTooltip / useIsOverflowing / FloatingTooltip into a shared
  floating-tooltip module. BreadcrumbSegment and FloatingOverflowText now consume
  one implementation instead of duplicating ~150 lines of positioning, velocity,
  overflow-detection, and portal logic.
- Replace the hardcoded terminal-label regex in ResourceHeader with a typed
  `terminal` flag on BreadcrumbItem (set by the document chunk/loading crumbs),
  decoupling the generic header from knowledge-base copy.
- Clear the path-popover close timeout on unmount and reuse the shared
  POPOVER_ANIMATION_CLASSES constant.
- Drop the redundant manual overflow-state writes (fixes a sticky fade mask).
- Revert FloatingOverflowText inside Combobox `overlayContent` back to plain
  truncating spans across files/logs/tables/scheduled-tasks/document: the combobox
  overlay is pointer-events-none, so the tooltip handlers never fired there.

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

* refactor(emcn,resource-header): address PR #4844 review feedback

- useIsOverflowing now uses a callback ref so the ResizeObserver follows the
  element across mount/unmount/reassignment instead of capturing it once at mount.
  Safe for conditionally rendered consumers of the shared hook. (greptile P2)
- Move POPOVER_ANIMATION_CLASSES out of chip-date-picker implementation internals
  into emcn/components/popover/popover-animation.ts, exported from the
  @/components/emcn barrel. Consumers now import from the module boundary.
  (greptile P2)

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

* upgrade table and styling upgrade

* fix schema to include integration

* fix(files): align delete icon with tables view (Trash → Trash2)

Co-Authored-By: waleed <waleed@simstudio.ai>

* fix(mothership): preserve blockType for integration contexts in sent messages

Integration mention chips were missing their provider icons in sent messages
because blockType was dropped when mapping ChatContext to messageContexts.
renderIntegrationTile returns null without blockType, silently hiding the icon.

* fix(mothership): allow 'integration' resource type in chat resources API

The VALID_RESOURCE_TYPES allowlist was missing 'integration', causing a
400 error when adding integrations to the Mothership resource tab — so
they never persisted and disappeared on refresh.

* fix(ui): Add "File" title next to file resource header

* fix(ui): fix resource header columns being bolded

* fix(resource): keep the floating tooltip from jumping on click

Gate the focus-driven show behind :focus-visible so a mouse click (which
focuses the trigger) no longer re-shows the tooltip anchored to the element's
bottom edge. On click the tooltip now hides cleanly instead of jumping down;
keyboard focus still shows it.

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

* perf(sidebar): eliminate unnecessary re-renders in workspace switcher for non-search users

- onMouseEnter: only set highlightedIndex when showSearch is true, preventing
  a state update + re-render on every workspace row hover for users with ≤ 3
  workspaces where the search is never shown
- onOpenChange: only reset workspaceSearch and highlightedIndex when showSearch
  is true, since both values are always already at their defaults for non-search
  users and setting them triggers a pointless re-render during dropdown close
- data-workspace-row-idx: only set when showSearch is true since the scroll
  effect that reads this attribute is already gated on showSearch

* feat(search): context-aware cmd-k results on the integrations page

When cmd-k is opened on the integrations page, show two new result
groups: connected accounts (visible even with empty input) and catalog
integrations (appear once the user types). Selecting an OAuth integration
deep-links to its detail page with ?connect=oauth so the connect modal
auto-opens. Non-OAuth integrations navigate to the plain detail page.

Both groups are gated to the integrations page only and respect the
hideIntegrationsTab permission. The credentials fetch shares the same
React Query cache key as the integrations page itself (no double fetch).

* refactor(emcn): make the floating tooltip the one canonical Tooltip

Replace the Radix-based emcn Tooltip with the cursor-following floating tooltip so
every tooltip in the app uses one consistent style. Built on the shared
floating-tooltip engine (relocated into emcn), not a parallel implementation.

- Move the floating-tooltip engine into emcn/components/tooltip and export it from
  the barrel; re-point its consumers (FloatingOverflowText, resource-header)
- Extend the FloatingTooltip bubble to render arbitrary children (+ role/id for
  a11y) so it can back general tooltips, not just overflow text
- Rebuild emcn Tooltip (Root/Trigger/Content/Provider/Shortcut/Preview) on
  useFloatingTooltip — compound API preserved, ~350 call sites unchanged, legacy
  side/align props accepted and ignored (the tooltip follows the cursor). Removes
  @radix-ui/react-tooltip usage (package kept for a later cleanup; react-slot
  retained for asChild)

Note: general tooltips now show instantly (no hover delay) and follow the cursor.

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

* style(emcn): put tooltip text on the design scale (text-caption)

Replace the tooltip's ad-hoc `text-xs` + `leading-[18px]` with the semantic
`text-caption` (12px) font-size token so the text styling is fully on the design
scale and self-documenting, matching how the rest of the system is set up. The
color already used the global `--text-body` token. No visual change (still 12px
with a ~18px line height).

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

* feat(sidebar): add empty task state and inline task creation

- Show "No tasks yet" in the Tasks section (expanded and collapsed) when the list is empty
- Clicking + now creates a task via the API and navigates directly to it, rather than navigating to home
- Add isCreatingTaskRef guard to prevent double-click from spawning multiple tasks
- Disable + button while creation is pending
- Fall back to home navigation on creation error

* invite, billing, home

* improvement(seats): auto purchase seats on invitations into workspace (#4857)

* improvement(seats): auto purchase seats on invitations into workspace

* improve sampling for seat drift reconciler

* address comments

* feat(knowledge): align connector UI with integrations page styling

- ConnectorTypeCard now matches integration rows: brand-colored rounded-xl tile, ArrowRight, title/subtitle hierarchy
- ConnectorCard icon upgraded from flat surface-4 to branded tile (white icon on brand bg, graceful fallback)
- Connector header badges use chipVariants instead of custom Button classes
- Add-connector search input aligned to integrations style (h-[30px], rounded-lg, border-1)

* fix(icons): trim Folder SVG viewBox to remove right-side whitespace

The folder path only extends to x≈14.33 in a 15-unit viewBox, leaving
~0.5 units of empty space on the right. At 12px rendered size this
produces ~0.4px extra gap (visible as ~1px on retina displays) compared
to solid icons like the workflow color square. Trimming the viewBox to
14.5 units makes the folder fill its chip slot evenly.

* fix(user-input): restore draft text synchronously to preserve contexts on nav

The SSR-safe approach (empty useState + effect restore) created a timing
window where the sync effect in useContextManagement fired with message=''
before the value was set, clearing any restored contexts. Folder and workflow
contexts (not re-added by applyAutoMentions) were lost on every nav-back.

Revert to the staging approach: initialize value synchronously from the
draft store so message is already populated when effects run, matching
the behavior on staging.

* fix(queue): render context chips in queued messages

- Remove plainMentions from queued message rows so context chips render
  with icons, consistent with sent messages
- Fix computeMentionRanges to use '/' prefix for skill contexts (content
  has the slash trigger restored at submit time, not '@')

* fix(mothership): remove integrations from add-resource dropdown

* fix(mothership): comment out integrations from add-resource dropdown

* chore(db): drop form, templates, template_creators, template_stars tables

These tables backed the Forms and Templates platform features which were
intentionally removed from this branch. Clean up the DB schema to match.

* chore(db): add migration metadata for 0224 drop tables

* block icons, sidebar, toolbar

* chore: remove remaining dead code for template-profile feature

- Remove 'template-profile' from SettingsSection union type
- Remove 'template-profile' entry from SECTION_TITLES
- Remove now-redundant template-profile guard in settings sidebar
- Remove commented-out template-profile nav item

* fix(multi-select): preserve anchor on range selection for tasks and folders

After a shift+click range, the anchor (lastSelectedTaskId / lastSelectedFolderId)
was being updated to the end of the range (toId). This caused subsequent
shift+clicks to extend from the wrong point instead of the original click.

Standard behavior: anchor stays at the initial click (fromId) so repeated
shift+clicks always expand/contract relative to where you started.

* feat(emcn): add SearchInput component and unify search bars platform-wide

- Add SearchInput to emcn: 30px chip-family filled search input matching the
  integrations page pattern (border-1, surface-5, leading Search icon)
- Migrate all 22 search bars across settings, EE pages, and integrations to
  SearchInput (only layout classes allowed at callsites)
- Rename Sim Keys -> Sim API Keys in nav/title; page copy now says API key
- Remove components/ui input, label, and verified-badge; migrate consumers
  to emcn equivalents or raw inputs (table cell editor, wand prompt bar)
- Delete dead EE skeleton files (data-drains, data-retention)
- General settings: Home Page chip moves to header left as navigation

* fix(files,tables): restore new-file editor autofocus and CSV import error toasts

Both were dropped on the staging line and regressed vs production (main):

- Files: the new-file editor autofocus chain (files.tsx -> file-viewer ->
  text-editor) was stripped by the react-doctor dead-code pass in #4544,
  which misread the prop-drilled `autoFocus` (consumed by an imperative
  `editor.focus()` effect) as unused. Restored the prop through all three
  layers and the one-shot focus effect so creating a new file focuses the
  editor immediately.
- Tables: CSV import failures were silently logged with no user feedback.
  Restored the per-file and generic `toast.error` surfacing.

* feat(home): score suggested actions by workspace signals

- Derive the suggestion pool from the curated block template catalog
  (1,343 prompts across 172 blocks) instead of 15 hardcoded entries
- Fix inverted relevance: prompts for connected providers are now boosted
  4x (instantly runnable) instead of excluded; unconnected discounted 0.4x
- Weight by featured (3x), popular category (1.5x), and resource gaps
  (no tables -> boost table starters; has KBs -> dampen KB-creation prompts)
- Weighted sampling without replacement, max one suggestion per block
- Connect rows weighted by catalog template count; 2 for fresh workspaces,
  1 once something is connected
- Key the catalog map by both versioned and base block types so gmail_v2
  templates resolve (gmail, github, notion, linear were silently dropped)
- Replace derive-in-effect state with a useMemo keyed by a shuffle nonce
- Add suggested_action_clicked / suggested_actions_shuffled /
  suggested_actions_toggled PostHog events

* billing, teammates

* improvement(credentials): credentials invites, secrets tab wiring up (#4874)

* improvement(credentials): move away from invite notion

* wire up secrets ui/ux

* address comments

* get consistent styling by removing emcninput + text area

* styling consistency

* remove fallback

* address comment:

* refactor(ui): migrate settings & workspace UI to chip design system

Migrate modals to ChipModal (showDivider, hint, resizable, size, leading,
ChipModalTabs), standardize Chip variants, add ChipCombobox wrapper, and apply
chip inputs/dropdowns across settings, knowledge, logs, tables, inbox, EE tabs.
Render ChipModalTabs as a ChipSwitch segmented control. Align /settings/secrets
detail with /integrations, refresh whitelabeling, and restore file-editor
autofocus and CSV import error toasts.

* fix(mothership): restore integrations to useAvailableResources for @ mention

Integrations were fully removed from useAvailableResources which broke
the @ mention menu since user-input shares the same hook. Now integrations
are always included in the hook but excluded at the AddResourceDropdown
component level, keeping them out of the sidebar + menu while remaining
available for @ mention autocomplete.

* refactor(settings): chip design-system consistency pass across all tabs

Extract a shared chip-field shell (CHIP_FIELD_SHELL/CHIP_FIELD_INPUT) mirroring
Input variant='chip' and route secrets, credential detail, and integrations
credential detail through it (30px height, font-medium, focus ring). Add a
Discard action to the secrets header when dirty. Group BYOK providers into
Models/Search & web/Enrichment sections and align its tiles to the integrations
tile.

Normalize list-row typography to text-[14px]/text-[12px] and icon tiles to
rounded-xl + border across api-keys, copilot, custom-tools, mcp,
workflow-mcp-servers, credential-sets, and access-control. Tone the secrets
Details chip and per-row affordances to ghost. Fix token correctness: raw
tailwind colors to design tokens (data-drains), missing chip variant on the
Snowflake role input, ColorInput chip-field reuse (whitelabeling), error token
and icon sizes (workflow-mcp-servers), border token (mcp), no-results sizing
(secrets), row chrome (recently-deleted), hover token and Button to Chip
(access-control), and deduped textarea chrome (sso).

* feat(settings): unify filter dropdowns on ChipSelect (integrations style)

Add a ChipSelect emcn component — a filled chip trigger + chevron opening a
DropdownMenu, matching the integrations category filter — supporting single
select, multi-select (checkbox rows), grouped options, and optional in-menu
search. Migrate every settings/EE filter dropdown off ChipCombobox to it:
audit-logs (resource-type multi + time-range), data-retention, data-drains,
general, admin (grouped tool picker), inbox status filter, and the workflow
MCP-server pickers. The SSO provider-id field stays an editable combobox since
it accepts free-text slugs.

Also fix audit findings: chip the MCP client-secret input, normalize an MCP
error-text size, and drop now-dead destination-icon code in data-drains.

* fix(mentions): require explicit @ for integration mentions; decorate sent messages robustly

- Bare integration names in prose (Monday, Notion, Clay) are no longer
  auto-converted to mentions or chipped — mention treatment is strictly
  opt-in via a token-starting @ (fixes the scunthorpe problem)
- @-prefixed mentions still canonicalize casing (@slack -> @Slack) on both
  the keystroke fast-path and bulk paths (paste, template, draft, STT)
- Sent/queued messages now self-sufficiently decorate @IntegrationName
  tokens via a text scan, covering messages sent before the input pass
  ran or authored outside the chat input
- Integration contexts missing a resolvable blockType (messages persisted
  before blockType was saved) are backfilled by label lookup so their
  mention pills render the brand icon again

* refactor(settings): section the API keys page like secrets

Wrap Workspace, Personal, and the allow-personal-keys toggle in SettingsSection
(muted label + divider) instead of bare bold headers, matching the secrets and
BYOK pages.

* fix(settings): ChipSelect renders above modals + full-width form mode

Raise the ChipSelect menu to --z-popover so it layers above modal surfaces
(--z-modal) instead of opening behind them. Add a fullWidth prop that stretches
the trigger and right-aligns the chevron for form-field use, and apply it to the
workflow MCP-server pickers.

* fix(emcn): ChipSelect uses the emcn flat chevron, not lucide's square one

The lucide ChevronDown is square; rendering it at the chip's 9x7 footprint
stretched it. Switch to the custom emcn ChevronDown (built for that wide aspect),
matching the integrations filter and ChipDropdown.

* fix(emcn): ChipSelect trigger hugs its content (w-fit)

In a stacked form layout the trigger was stretched by align-items: stretch,
leaving an empty gap to the right of the value. Add w-fit so the chip sizes to
its content (a compact pill) everywhere; fullWidth form selects are unaffected.

* fix(emcn): ChipSelect uses a square lucide chevron

Revert to lucide's ChevronDown sized square (size-[14px]) so it renders crisp,
matching the standard select chevron used by Combobox.

* renamed tasks to chats

* rename and file change

* improvement(billing): wire up billing, org, teammates tabs + remove deprecated subscription tab (#4887)

* improvement(billing): wire up billing, org, teammates tabs + remove depr subscription tab

* pass exec timeout to tool routes

* reuse helper

* address comments

* address disable comment

* chore(db): remove migration 0224 to regenerate on top of staging

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

* fix type errors and regen migration?

* chore(db): drop branch migration 0226 ahead of staging merge; will regenerate

* chore(db): regenerate migration 0226 after staging merge

* externalize before compaction in fallback'

* fix save/discard chips to be consistent

* fix(ui): remove smodal tabs in favor of chip modal tabs

* fix(ui): skip auto-scrolling on mouse highlight of workspace

* fix(platform): restore settings redirects, forgot-password Enter submit, and tag tooltip visibility

- Re-add SETTINGS_REDIRECTS so /settings/integrations and /settings/skills
  deep links redirect to their top-level routes instead of rendering an
  empty settings panel (accidentally removed in 86da193cc3 one minute
  after cca5054cf6 added it)
- Add opt-in onSubmit to ChipModalField input/email variants and wire it
  in the forgot-password modal so Enter submits again (lost in the
  ChipModal conversion)
- Knowledge tag tooltip: drop the max-h/overflow-y-auto clamp that the
  pointer-events-none floating tooltip made unreachable; truncate each
  tag row instead so all tags stay visible with bounded height

* chore(db): remove migration 0226_third_spot before staging merge

* chore(db): regenerate migration as 0227 after staging merge

* feat(telemetry): add posthog + audit coverage for new platform actions

Audit log (compliance/permission-relevant only):
- org_seat.provisioned — seat auto-purchased when an invite acceptance
  grows the org (actor = accepting user, includes seat delta)
- org_plan.converted — Pro→Team conversion triggered by invite acceptance
- org_seat.drift_reconciled — hourly cron healed a drifted seat count
- credential_member.added/removed/role_changed — credential sharing
  surface was previously fully unaudited
- table.created — parity with existing table.updated/deleted
- skill updates now record skill.updated instead of mislabeled
  skill.created

PostHog:
- seats_provisioned, credential_shared/unshared,
  environment_updated/deleted (key counts only, never names/values)
- table_import_started/completed — background CSV imports previously had
  zero failure observability
- table_exported, file_downloaded, skill_updated
- credential_connected now fires for OAuth completions (draft-hooks),
  credential_deleted for OAuth disconnects; previously only manual
  credentials were tracked
- table_workflow_run gains deployment_mode (live/deployed/mixed)

Also: logger.warn on all new credential-admin 403 denials (members +
environment routes); invite-created audit enriched with
enforcedFixedSeats/plan.

Deliberately excluded as noise: per-hour dead-letter audit rows (would
re-record the same stuck event every cron run) and a duplicate
system-actor org_plan.converted in the Stripe outbox handler.

* feat(home): fill textarea on suggested prompt click instead of sending

Clicking a prompt action in the Suggested Actions panel now populates
the Mothership user-input textarea (via applyAutoMentions) and focuses
it with the caret at end, rather than immediately submitting. The user
can review, edit, and send manually.

* fix(templates): name owning integration in featured block template prompts

Four featured prompts omitted their owning integration name, making them
unbranded and disconnected from their title. Each prompt now explicitly
names GitHub or Google Sheets so mentionifyIntegrations renders the chip
and the copy reads as a self-contained agent-building instruction.

* fix(templates): rewrite fragment prompts so each names its integration and reads as a complete instruction

Featured and non-featured block template prompts that either omitted
the owning integration's canonical name or were phrased as marketing
fragments rather than natural user instructions have been rewritten.
Each updated prompt now starts with an imperative verb ("Build a
workflow that…"), names the owning integration explicitly so the
@-mention chip renders correctly, and aligns with the entry's title.

Files changed: salesforce, hubspot (×2), github, slack, airtable,
firecrawl, iam.

* fix(templates): name integration in remaining block template prompts

- google_docs.ts: replace 'Google Doc' with 'Google Docs document' in 4 prompts; update title 'Meeting notes to Google Doc' to 'Meeting notes to Google Docs'
- google_sheets.ts: replace 'Google Sheet' with 'Google Sheets spreadsheet/Google Sheets' in 3 non-featured prompts
- slack.ts: replace 'Google Doc' with 'Google Docs document' in 'Daily standup summary'
- stripe.ts: replace 'Google Sheet'/'Slacks' with 'Google Sheets'/'Slack' in 'Weekly metrics report'
- reddit.ts: add 'Reddit' to 3 prompts that only referenced subreddits
- notion.ts: rewrite featured prompt to start with a verb and name Notion
- jira.ts: rewrite featured marketing-fragment prompt to start with a verb
- linear.ts: rewrite featured marketing-fragment prompt to start with a verb
- gmail.ts: rewrite featured marketing-fragment prompt to start with a verb and name Gmail

* fix(icons): convert monochrome dark brand icons to currentColor for dark mode

LinkupIcon, InfisicalIcon, IntercomIcon, LumaIcon, GranolaIcon, OnePasswordIcon,
and RailwayIcon were hardcoded to black/near-black fills/strokes, making them
invisible in bare DARK mode. Convert all to currentColor so they follow the
theme-aware text color.

Add iconColor: '#286efa' to IntercomBlock (Intercom brand blue is a confident
mid-tone, safe on both themes).

Two-tone icons (StagehandIcon, AgentPhoneIcon, QuiverIcon) are left unchanged
because their white details are structural — converting to single-tone would
destroy logo legibility.

* removed color, user input, sidebar, suggested actions, chips/emcn

* removed color migration

* improve(blocks): audit block catalog metadata for accuracy and fill gaps

- Fix template prompts that claimed capabilities blocks don't have
  (fabricated triggers, non-existent tools) across ~98 integrations
- Normalize integration tags to family conventions and valid union values
- Align alsoIntegrations and modules with template prompt content
- Add BlockMeta for circleback, imap, and rss trigger integrations
- Add templates to clickhouse and greptile metas
- Remove duplicate PageSpeed deploy-gate template

* chore(telemetry): drop org_seat.drift_reconciled audit

System self-heal bookkeeping doesn't belong in the user-facing audit
trail — membership and seat-purchase changes are already audited, and
the cron's logger output covers ops visibility.

* chore(db): consolidate branch migrations into single 0227

* fix(emcn): make ChipModal scroll internally when content exceeds viewport

The Modal→ChipModal migration dropped the old ModalBody scroll container:
ChipModal renders ModalContent bare (no overflow-hidden) and its wrappers
had no min-h-0 chain, so tall modals (e.g. New data drain with an S3
destination) overflowed max-h-[84vh] off-screen with no way to scroll.

Complete the flex min-h-0 chain through ChipModal's frame and give
ChipModalBody flex-1 min-h-0 overflow-y-auto — header/footer stay pinned,
body scrolls only when constrained. Short modals are unaffected (max-h
caps, it doesn't stretch), and dropdowns inside the body are Radix-portaled
so the new scroll container cannot clip them. Five modals that had locally
patched this with max-h-[Nvh] overrides keep working unchanged.

* fix(emcn): don't close modal when dismissing a dropdown via outside click

Radix dispatches pointer-down-outside to every open dismissable layer at
once, so clicking outside an open dropdown/select inside a modal closed
both the dropdown and the modal in one jarring step. ModalContent now
prevents its own dismissal while a portaled popper layer is open — the
first outside click closes just the popper, the next one closes the
modal.

* docs(skills): de-duplicate and correct agent docs; canonical styling tokens; mirror sim-sandbox rule

* docs(skills): broaden boundary-raw-fetch scope note, sync cursor rule mirrors

* fix(emcn): harden modal popper guard and exempt caret-anchored dropdowns from body scroll

Adversarial review follow-ups to the ChipModal scroll + dismissal fixes:

- Popper guard now requires data-state="open" inside the popper wrapper,
  so a dropdown that is merely animating closed no longer swallows the
  next outside click on the modal (DropdownMenu has an exit animation
  that keeps its wrapper mounted briefly)
- Port the same guard to SModalContent for consistency
- custom-tool-modal: opt its body out of the chrome scroll container
  (flex-none + overflow-visible); the caret-anchored EnvVar/Tag
  autocomplete dropdowns are absolute-positioned inside the body and
  must spill past its bounds rather than clip against a scroll boundary

* refactor(billing): drop unnecessary useCallback wrappers from event handlers

* fix(data-drains): complete chip migration of destination forms and fill missing placeholders

Finishes the in-flight FormField → ChipModalField conversion for all
destination form specs and adds the placeholders that several inputs
never had (S3 bucket/region/access keys, Azure account key, Datadog API
key, webhook signing secret/bearer token) — the cause of the New Data
Drain modal showing placeholder-less inputs inconsistently.

* fix(emcn): broaden modal popper guard to onInteractOutside

Covers the focusOutside dismissal path too: when a popper's focus scope
unwinds on close, the transient focus shift could still dismiss the
modal (and simultaneous body pointer-events lock teardown could freeze
the page). Same data-state="open" scoping as the pointer guard.

* fix(emcn): harden modal outside interactions

* update audit mock

---------

Co-authored-by: andres <k62hc5kjst@privaterelay.appleid.com>
Co-authored-by: Vikhyath Mondreti <vikhyathvikku@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Theodore Li <theo@sim.ai>
Co-authored-by: andresdjasso <andresdjasso@users.noreply.github.com>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
Co-authored-by: waleed <waleed@simstudio.ai>
2026-06-06 11:39:48 -07:00
WaleedandClaude Opus 4.8 b329c36b1a fix(auth): link SSO sign-in to existing same-email accounts (#4866)
* fix(auth): link SSO sign-in to existing same-email accounts

SSO sign-ins failed with "account not linked" (then a cascading "Invalid
callbackURL") when an account with the same email already existed. Better
Auth's `@better-auth/sso` plugin hardcodes the provisioned user's
`emailVerified: options?.trustEmailVerified ? <claim> : false`, so with the
option unset every SSO login arrived unverified and tripped the account
linking gate `(!isTrustedProvider && !userInfo.emailVerified)` whenever the
provider was not in `accountLinking.trustedProviders`.

- Set `trustEmailVerified: true` on the SSO plugin so the IdP's verified-email
  claim is honored (Okta, Entra ID, Google Workspace, Auth0 all assert it).
- Trust the operator's configured provider for linking: merge
  `SSO_PROVIDER_ID` (when present in the app env) plus a new
  `SSO_TRUSTED_PROVIDER_IDS` list into `trustedProviders`. Empty/unset =>
  no-op, so existing deployments are unchanged.
- Invite callback URL: return a clean `/invite/<id>` (token already persists
  in sessionStorage) so an appended `?error=` cannot produce a malformed URL.
- Document `SSO_TRUSTED_PROVIDER_IDS` in SSO docs, Helm values, and schema.

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

* fix(auth): address review — guard trusted SSO providers, revert invite callback

- Only compute additionalTrustedSsoProviders when SSO_ENABLED, so
  trustedProviders is exactly unchanged for non-SSO deployments.
- Revert the invite getCallbackUrl change: keep the token in the callback URL
  (with sessionStorage/searchParams fallback) so the token survives when
  sessionStorage is unavailable. The account-linking fix removes the
  "account not linked" error that caused the malformed callback URL, so the
  callback cleanup is unnecessary.

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

* fix(auth): guard trusted SSO providers with isSsoEnabled (isTruthy)

env.SSO_ENABLED can be the string "false" (t3-env returns strings for
booleans), which is truthy in JS. Use the canonical isSsoEnabled flag
(isTruthy(env.SSO_ENABLED)) so SSO_ENABLED="false"/"0" correctly yields an
empty trusted-provider list, matching how SSO is gated elsewhere.

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 12:00:04 -07:00
Waleed 648a5a117d feat(storage): support S3-compatible endpoints (R2, MinIO, B2) for file storage (#4865)
* feat(storage): support S3-compatible endpoints (R2, MinIO, B2) for file storage

Add S3_ENDPOINT and S3_FORCE_PATH_STYLE env vars, wired into the shared upload
S3 client so Cloudflare R2, MinIO, Backblaze B2, and other S3-compatible stores
work for self-hosted file storage. The endpoint is trusted operator config (no
SSRF/HTTPS gate). Makes the multipart Location fallback endpoint-aware, extends
the S3 client unit tests, and documents the new vars in Helm values, .env.example,
and the English self-hosting docs (incl. browser-reachability + CORS guidance).

* docs(storage): add RustFS as an S3-compatible provider example

* fix(storage): address review feedback and fix env mock for CI

- Add envBoolean to the shared env test mock (createEnvMock) so config.ts's
  forcePathStyle coercion resolves — fixes failing knowledge/utils.test.ts
- Declare S3_FORCE_PATH_STYLE as z.string() (every other env var's pattern);
  it's coerced via envBoolean at the consumption site, avoiding a boolean
  type that never matches the string process.env value
- Log path-style from S3_CONFIG.forcePathStyle (envBoolean) instead of a
  separate isTruthy call, so the startup log can't disagree with the client
- Make buildObjectFallbackUrl honor forcePathStyle: virtual-hosted-style URL
  (bucket as subdomain) for R2, path-style only when forcePathStyle is set

* docs(storage): add backlinks to S3-compatible providers (R2, MinIO, Ceph, B2, RustFS) and backends
2026-06-03 11:37:29 -07:00
Waleed 952eb1216f feat(mailer): add AWS SES and SMTP providers with auto-detect fallback (#4710)
* feat(mailer): add AWS SES and SMTP providers with auto-detect fallback

* fix(mailer): cast SES options to bridge duplicate @aws-sdk type identities

* fix(mailer): dedupe aws-sdk-sesv2, address review feedback

- Force a single @aws-sdk/client-sesv2 install via root package.json overrides; @types/nodemailer pulled in a nested copy whose nominal class brand made the two SDK type identities incompatible, breaking the CI build. With one install the cast disappears.
- Batch result message now reports successCount instead of sendable.length when entries are skipped, so "5 emails sent" no longer overstates delivery on partial failures.
- SMTP provider now warns when SMTP_HOST is set without SMTP_PORT, and when only one of SMTP_USER/SMTP_PASS is set — both previously silent misconfigurations.
- SMTP_SECURE schema is z.boolean() to match every other boolean in env.ts; runtime parsing is still handled by envBoolean.
- Strip the verbose TSDoc comments I had added.

* fix(mailer): exact sent counts in batch results, restore SES type cast

- mergeBatchResults: data.count and the message now report only emails that were actually delivered, not skipped-unsubscribed ones (they returned success: true and inflated the count). Empty-sendable branch distinguishes "all unsubscribed" from "mixed skip/failure" so the message stops lying when some entries fail validation.
- ses.ts: revert the package.json override approach (bun honors it locally but CI still installs a nested @types/nodemailer copy). Reinstate the `as unknown as` cast with a single-line WHY comment.

* fix(mailer): annotate double-cast in ses provider for strict api-validation

* fix(mailer): batch degrades isUnsubscribed errors to per-entry failures

A transient DB error in isUnsubscribed used to abort the whole batch
because the call sat outside the per-email try/catch in prepareBatch.
Wrap the unsubscribe check inside the same catch so a rejection becomes
a per-recipient failure, matching sendEmail's behavior. Lock it in
with a regression test.
2026-05-21 19:27:33 -07:00
Waleed 21c956cf97 improvement(hubspot): OAuth-native polling trigger replacing webhook flow (#4705)
* improvement(hubspot): OAuth-native polling trigger replacing webhook flow

* feat(hubspot): property autocomplete, multi-filter, property-changed, list-membership, pipeline/owner dropdowns

* fix(hubspot): freeze cursor on failure + request full OAuth scopes

* chore(api): bump API route baseline from 749 to 753 for HubSpot selector routes

* fix(hubspot): make eventType required conditional on visibility

* improvement(hubspot): align trigger name and longDescription with poll-trigger conventions

* fix(hubspot): encodeURIComponent on search path segment for defense-in-depth

* fix(hubspot): cursor-based seed for list_membership polling

* fix(hubspot): Map-backed property snapshot + drop redundant filter parse
2026-05-21 17:25:19 -07:00
Waleed 48cf200ccd fix(helm): allow host[:port][/path] form in global.imageRegistry schema (#4686)
The values.schema.json constrained global.imageRegistry to JSON Schema
hostname format (RFC 1123), which forbids '/'. That rejected the
host+path form required by Artifactory virtual repos, Harbor projects,
GCR (gcr.io/project-id), and ECR-with-namespace — all of which the
chart's image-rendering helper already supports (it prints '%s/%s:%s').

Drop the format constraint and document the supported shapes. Matches
the bitnami common-chart convention of validating image registry as a
plain string and deferring to Docker for the actual reference parse.
2026-05-20 17:52:52 -07:00
Waleed d1eb79ecd3 fix(helm): preserve STS serviceName + networkPolicy.egress back-compat (#4569)
* fix(helm): preserve STS serviceName + networkPolicy.egress back-compat

Greptile flagged two real upgrade-breaking changes vs the prior chart:

1. statefulset-postgresql spec.serviceName flipped from <name>-postgresql
   to <name>-postgresql-headless. spec.serviceName is immutable, so any
   existing install would hit 'Forbidden: updates to statefulset spec ...'
   on helm upgrade. Revert to the original name (the headless Service in
   services.yaml is added alongside, not as a swap).

2. networkPolicy.egress changed from a list to a map ({extraRules, exceptCidrs}),
   silently dropping any custom egress list set by existing users. Restore
   the original list semantics for networkPolicy.egress and move cloud-metadata
   blocking to a sibling top-level field networkPolicy.egressExceptCidrs.

Adds NOTES.txt upgrade-notes entry covering both + the ESO v1→v1beta1 default
flip (functionally a no-op, but worth surfacing).

* docs(helm): update README egress reference to new key name

* fix(helm): revert copilot-postgresql STS serviceName too (same immutability issue)

Audit caught that the main fix in d5c2e8ef5 missed statefulset-copilot-postgres.yaml,
which had the identical immutable-field rename from -copilot-postgresql to
-copilot-postgresql-headless. Same upgrade-break vector for anyone running
copilot.enabled=true on a prior chart version. Mirrors the fix and comment
from the main postgresql STS.

* improvement(helm): postgres startupProbe + otel-collector NetworkPolicy

- add startupProbe defaults for both postgresql + copilot-postgresql STSs
  to shield liveness from slow first-boot (pgvector init, WAL replay)
- render a dedicated NetworkPolicy for the otel-collector when
  telemetry.enabled=true (OTLP ingress from app/realtime/copilot, DNS +
  HTTPS egress for forwarding to external observability backends)
- document why copilot + copilot-postgresql intentionally do NOT ship
  dedicated NetworkPolicies (Redis URL is unknowable at render time)
- regression test pins the otel-collector NP at documentIndex 3

* test(helm): assert custom egress applied to realtime NP too

The prior test claimed coverage of both app and realtime NPs but only
asserted documentIndex 0. Split into two tests so a regression that drops
custom egress from realtime would fail loudly.

* docs(helm-skill): trim narrative bloat in values-model

Cut the historical 'Layer 2 was added in chart 1.0.0' note and the
generic 'single source of truth' framing. Kept the two actionable
points: ESO requires mapping Layer 1 keys; app.env overrides
envDefaults.
2026-05-12 14:23:40 -07:00
Waleed 9d2dd8f550 improvement(helm): helm chart updates with security, ESO, and docs overhaul (#4565)
* improvement(helm): production-ready chart with security, ESO, and docs overhaul

Comprehensive Helm chart improvements bringing the chart up to industry
standards for security, secret management, and documentation.

Security
- Pod Security Standards "restricted" defaults on every pod and container
  (runAsNonRoot, allowPrivilegeEscalation=false, capabilities.drop=[ALL],
  seccompProfile=RuntimeDefault)
- automountServiceAccountToken=false on ServiceAccount and every pod
- NetworkPolicy egress blocks cloud metadata endpoints by default
- Sensitive app/realtime env keys auto-partitioned into chart-managed Secret
  via envFrom; no more plaintext secrets on container specs

Secret management
- Three modes: inline, existingSecret, ExternalSecrets Operator (ESO)
- ESO sync supports arbitrary sensitive keys
- Fail-fast template rendering when ESO enabled but sensitive key unmapped
- AWS/Azure/GCP example files document all three modes

Reliability
- Headless Services for both Postgres StatefulSets
- HPA-aware replicas (omits spec.replicas when autoscaling.enabled)
- PodDisruptionBudget auto-activates when replicaCount > 1
- Startup / liveness / readiness probes with distinct timings
- CronJob ttlSecondsAfterFinished for automatic cleanup

Chart hygiene
- Image tags default to Chart.AppVersion; pullPolicy IfNotPresent
- Optional image.digest pin for content-addressed deploys
- kubeVersion >=1.25.0-0 enforced
- Ollama pinned to 0.23.2; mount moved to /data

Documentation
- README rewritten in cert-manager / Bitnami style
- NOTES.txt with post-install guidance
- Example values files annotated with usage and secret-strategy guidance

* fix(helm): correct resource names in README (sim-sim-* → sim-*)

The sim.fullname helper collapses to the release name when the release
name contains the chart name. With the documented release name 'sim',
actual resources are 'sim-app', 'sim-postgresql', etc. — not the
'sim-sim-*' form previously documented. Fixes copy-paste commands in the
pre-1.0.0 upgrade walkthrough and several troubleshooting snippets.

Also expands the cronjobs component description to reflect the full set
of 13 scheduled jobs (was understated as just Gmail/Outlook polling).

* improvement(helm): split app/realtime env into Secret-bound + inline defaults

- Add app.envDefaults / realtime.envDefaults for chart-shipped operational
  tunables (rate limits, timeouts, IVM, feature-flag defaults, localhost URL
  fallbacks). Rendered inline on the container, not into the Secret
- Remove operational defaults from app.env / realtime.env so the chart-managed
  Secret stays minimal and External Secrets Operator users only map keys they
  actually set, not every chart default
- Skip an envDefaults key when the user explicitly sets it in env (K8s `env`
  overrides `envFrom`, so an inline default would otherwise mask a Secret
  value at runtime)
- Relax values.schema.json to allow empty strings on NEXT_PUBLIC_APP_URL,
  BETTER_AUTH_URL, NEXT_PUBLIC_SUPPORT_EMAIL (defaults supplied via envDefaults)

* fix(helm): address PR review — cronjob validation, ESO apiVersion, secret merge order, image guard

- CronJobs reference CRON_SECRET via secretKeyRef; fail-fast at template
  time when cronjobs.enabled=true and app.env.CRON_SECRET is empty so users
  get a clear error instead of a CreateContainerConfigError loop
- Default externalSecrets.apiVersion to "v1beta1" (supported by every ESO
  release since v0.7). The previous "v1" default targets only ESO v0.17+
- Swap merge order in secrets-app.yaml so app.env wins over realtime.env
  for shared keys (BETTER_AUTH_SECRET, BETTER_AUTH_URL, …) — both pods
  consume the same Secret via envFrom, so the app value must be canonical
- Add `required` guard on sim.image so an empty tag + empty digest +
  empty Chart.AppVersion surfaces as a clear template-time error instead
  of rendering an invalid `repo:` reference

* fix(helm): require critical secrets to be mapped when ESO is enabled

Previously, enabling externalSecrets without mapping BETTER_AUTH_SECRET /
ENCRYPTION_KEY / INTERNAL_API_SECRET (and CRON_SECRET when cronjobs are
on) rendered cleanly but produced CrashLoopBackOff at runtime with
cryptic missing-env errors. Fail at template time instead.

* fix(helm): auto-enable PDB when HPA minReplicas > 1

Previously the auto-enable predicate only checked the static
app.replicaCount, which defaults to 1 even when autoscaling is on
(HPA owns spec.replicas). PDB now also activates when
autoscaling.enabled=true and minReplicas > 1.

* fix(helm): prevent realtime envDefaults from masking app.env Secret values; add StatefulSet upgrade NOTES

- Realtime override-skip now considers keys set in either app.env or
  realtime.env. The shared app Secret is mounted via envFrom on the
  realtime pod, so a key set in app.env (e.g. NEXT_PUBLIC_APP_URL) would
  previously be masked by the realtime envDefault (inline env overrides
  envFrom in K8s).
- NOTES.txt now prints a StatefulSet orphan-delete reminder on upgrade,
  surfacing the immutable serviceName issue documented in the README.

* feat(helm): add Claude Skill for chart deployment

Adds a skill at helm/sim/.claude/skills/sim-helm/ that teaches agents how
to deploy and troubleshoot the Sim Helm chart: install path selection
(inline / existingSecret / ESO), secret generation, the values.yaml
four-layer mental model, common-failure troubleshooting, and the
pre-1.0.0 StatefulSet orphan-delete upgrade procedure.

Skill is loadable by Claude Code, Codex, and OpenCode via the standard
skills convention (directory name matches frontmatter name).

* docs(helm): add CRON_SECRET to TL;DR, dry-run, and example install headers

The validateSecrets guard requires CRON_SECRET when cronjobs.enabled=true
(the default), but the quickstart and example file install commands
omitted it — users following the docs hit a hard template-render failure.
Adds CRON_SECRET to README TL;DR, validate-the-install dry-run snippet,
and the install command headers in all example values files.

* fix(helm): require INTERNAL_API_SECRET in inline secret mode

The ESO coverage validator already required INTERNAL_API_SECRET, but the
inline validateSecrets path only checked BETTER_AUTH_SECRET, ENCRYPTION_KEY,
and CRON_SECRET — letting inline installs render successfully and then
crash at runtime when the realtime↔app shared auth secret was missing.
Adds the same fail-fast check to the inline path.

* docs(helm): surface INTERNAL_API_SECRET upgrade requirement in NOTES.txt

The new validateSecrets check makes app.env.INTERNAL_API_SECRET mandatory
on upgrade. Existing installs that never set it would hit a template
render failure with no in-context guidance. Adds an upgrade-only note
with the generation snippet and storage guidance alongside the existing
StatefulSet orphan-delete instructions.

* fix(helm): NetworkPolicy egress to OTEL collector + external-db example format

- Add app/realtime NetworkPolicy egress rules for the OpenTelemetry
  collector pod on ports 4317 (OTLP gRPC) and 4318 (OTLP HTTP) when
  telemetry.enabled=true. Without these, traces and metrics were silently
  dropped with connection-refused errors when both telemetry and
  networkPolicy were enabled.
- Migrate values-external-db.yaml from the legacy list-shaped egress
  format to the new {exceptCidrs, extraRules} object. The list form would
  replace the default object on merge and crash template rendering when
  the chart tried to access .exceptCidrs on a list.

* fix(helm): NOTES.txt no longer prints false secret warning for ESO users

The secrets-empty warning only checked app.secrets.existingSecret.enabled
before scanning app.env. ESO users intentionally leave app.env empty —
secrets come from the ESO-synced Secret — so every ESO install/upgrade
printed a misleading 'pods will fail to start' warning.

Reorders the branches so externalSecrets.enabled takes precedence: ESO
users now see a confirmation message with kubectl commands to verify the
ExternalSecret has synced. The empty-app.env warning only fires when
both ESO and existingSecret are disabled.

* fix(helm): existingSecret mode no longer drops app.env / realtime.env values

In existingSecret mode the chart-managed Secret is not rendered, so non-empty
values in app.env / realtime.env had nowhere to land — yet the envDefaults
skip logic still suppressed the matching defaults. Result: keys like
NEXT_PUBLIC_APP_URL, BETTER_AUTH_URL, and NODE_ENV silently went missing
on both pods (the example values-existing-secret.yaml hit this directly).

Both app and realtime deployments now inline non-empty values from app.env
(plus realtime.env on the realtime container) when existingSecret is enabled
and ESO is not. Inline / ESO modes are unchanged: inline still flows through
the chart-managed Secret, ESO still owns the synced Secret.

* fix(helm): correct realtime env overlay + filter chart-computed keys in existingSecret mode

Realtime: Sprig merge gives the first source precedence and treats "" as a
real value, so realtime.env empty defaults for shared keys shadowed
non-empty app.env values. Replace with deepCopy($appEnv) base + manual
non-empty overlay of $rtEnv.

Both deployments: exclude DATABASE_URL/SOCKET_SERVER_URL/OLLAMA_URL from
the existingSecret inline path so user-supplied values can't override
chart-computed ones via last-wins env semantics.

* fix(helm): skip envDefaults in existingSecret mode + document egress rename

In existingSecret mode the user's pre-existing Secret is the source of
truth (loaded via envFrom). Inlining localhost envDefaults for URL keys
(BETTER_AUTH_URL, NEXT_PUBLIC_APP_URL, ALLOWED_ORIGINS) silently shadowed
the Secret-bound values because K8s env always wins over envFrom. Skip
envDefaults entirely on both deployments when existingSecret is enabled.

Also call out the networkPolicy.egress shape change (list -> map with
exceptCidrs + extraRules) in the NOTES.txt upgrade block so operators
migrate their custom rules rather than silently losing them.

* fix(helm): copy-pasteable install commands in copilot + ESO examples

values-copilot.yaml: the install header was missing every required
copilot.server.env.* secret (AGENT_API_DB_ENCRYPTION_KEY, INTERNAL_API_SECRET,
LICENSE_KEY, SIM_BASE_URL, SIM_AGENT_API_KEY, REDIS_URL, one model key) plus
copilot.postgresql.auth.password. Pasting it as-is failed at template render.

values-external-secrets.yaml: NEXT_PUBLIC_APP_URL, BETTER_AUTH_URL, etc. were
declared under app.env / realtime.env. In ESO mode the chart-managed Secret
isn't rendered, so the validator (rightly) rejects keys in app.env that
aren't mapped under externalSecrets.remoteRefs. Moved non-secret URL/config
to envDefaults, which is inlined and not subject to the ESO mapping rule.

* polish(helm): configurable NetworkPolicy ingress peers + clearer API_ENCRYPTION_KEY comment

- networkPolicy.ingressFrom lets operators scope the ingress-controller
  rule to a specific namespace/podSelector. Defaults to a single empty
  peer (`- {}`), which is the explicit form of "any source" — same
  effective behavior as the old `from: []` but unambiguous across CNIs.
  To restrict, override with e.g.:
    networkPolicy:
      ingressFrom:
        - namespaceSelector:
            matchLabels:
              kubernetes.io/metadata.name: ingress-nginx

- API_ENCRYPTION_KEY comment: drop the "must be exactly 64 hex
  characters" phrasing that sat awkwardly next to `openssl rand -hex 32`.
  The generation command already produces the required length.

* test(helm): add helm-unittest suites + CI workflow + ci values matrix

- 7 helm-unittest suites covering smoke, validators, secret modes,
  envDefaults secret-mode-aware inlining (round-9 regression net),
  chart-computed env keys (round-8 regression net), NetworkPolicy
  shape, and PDB/HPA conditional rendering (38 tests, ~265ms).
- ci/*.yaml render fixtures for default, production, existingSecret,
  ESO, and external-db install modes.
- GitHub Actions workflow runs helm lint --strict, helm unittest,
  helm template across the ci matrix, and kubeconform validation
  against Kubernetes 1.30 schemas.
- CONTRIBUTING.md documents how to run the same gates locally.

* test(helm): add helm test hook + kind apiserver dry-run in CI

- New templates/tests/test-connection.yaml renders a Pod with
  helm.sh/hook=test that wgets the app Service (and realtime when
  enabled). Lets users run `helm test <release>` after install for
  a real in-cluster connectivity check. Restricted PSS context.
- tests.* values block (image, timeoutSeconds, resources) is the
  knob to disable or tune the probe; documented in values.schema.json.
- 3 helm-unittest tests cover the hook annotations, PSS context,
  and tests.enabled=false skip path (41 tests total).
- New CI job spins up a kind v1.30 cluster and runs
  `kubectl apply --dry-run=server` against the rendered manifests
  for the CRD-free ci fixtures (default / existing-secret /
  external-db). Catches admission and validation issues the static
  kubeconform schema check can't see.

* chore(helm): remove pre-1.0.0 upgrade fluff + tighten .helmignore

This is the 1.0.0 release of the chart — there is no pre-1.0.0
predecessor for users to upgrade from, so all of the dedicated upgrade
narration was hypothetical.

- Drop the 'Upgrading from a pre-1.0.0 build' README section and the
  matching troubleshooting entry.
- Drop the .Release.IsUpgrade block from NOTES.txt: items 5 (StatefulSet
  orphan-delete), 6 (INTERNAL_API_SECRET 'new in 1.0.0'), 7
  (networkPolicy.egress shape change). Each described a migration off a
  chart version that never shipped.
- Delete references/upgrade-pre-1.0.0.md and remove the corresponding
  pointers from SKILL.md.
- Anchor .helmignore patterns to chart root so /tests/ (unit suites)
  and /examples/ are dropped from the packaged tarball without also
  dropping templates/tests/ (the helm test hook).

* chore(helm): drop CI workflow + ci/ fixtures + CONTRIBUTING.md

The helm-unittest suites in helm/sim/tests/ and the helm test hook
in helm/sim/templates/tests/ stay — those are chart-internal quality
scaffolding, not CI. Removed:

- .github/workflows/helm-chart.yml
- helm/sim/ci/*.yaml (5 render fixtures used only by the workflow)
- helm/sim/CONTRIBUTING.md (mostly documented those gates)
- dead /ci/ and /CONTRIBUTING.md entries in .helmignore

* feat(helm): pod rollout on Secret change + topologySpreadConstraints

- Add checksum/secret pod annotations on app, realtime, and copilot
  Deployments (plus checksum/config on app when branding ConfigMap is
  enabled). Closes the long-standing footgun where 'helm upgrade' with
  a changed Secret would silently leave pods running the old values
  until a manual rollout restart.
- New top-level topologySpreadConstraints value (and sim.topologySpreadConstraints
  helper) applied to app and realtime Deployments. Mirrors how affinity
  and tolerations are plumbed; users supply their own labelSelector
  to mirror Bitnami convention.
- 5 helm-unittest cases cover the checksum annotations and topology
  spread rendering (46 tests total).

* fix(helm): drop empty-string shadowing in app/realtime env merge

Sprig 'merge' treats "" as a real value, so a default-empty
app.env.BETTER_AUTH_URL would shadow a non-empty realtime.env override
and the URL would never reach the rendered Secret. Replace 'merge'
with an explicit two-pass overlay that filters empties before writing,
mirroring the same pattern already used in deployment-realtime.yaml's
existingSecret block.

Adds two regression tests: realtime.env-only value reaches the Secret
when app.env is empty, and app.env still wins on collision when both
are non-empty (48 tests total).

* fix(helm): make topologySpreadConstraints per-component to match docstring

Greptile flagged that sim.topologySpreadConstraints helper docstring promised
per-component config (.Values.app, .Values.realtime, ...) but call sites
passed .Values, so any app.topologySpreadConstraints / realtime.topologySpreadConstraints
set by the user was silently dropped. The single global key also prevented
distinct app-vs-realtime spread rules.

Pass .Values.app / .Values.realtime to the helper at each call site; move
the top-level topologySpreadConstraints key into both component sections in
values.yaml. Adds a regression test that app constraints don't leak onto
the realtime pod.

* fix(helm): allow cron pods through app NetworkPolicy

Cursor flagged that when networkPolicy.enabled=true and cronjobs.enabled=true
(the recommended production config), the app NetworkPolicy only allowed
ingress from realtime and the ingress controller — silently blocking every
cron pod's HTTP call to /api/schedules/execute, webhook polls, etc. All 13
default cronjobs would fail.

Tag cron pods with a stable simstudio.ai/component-group: cronjob label so
the app NetworkPolicy can allow them with a single rule (no per-job
enumeration). Rule is conditional on cronjobs.enabled. Adds positive and
negative regression tests.
2026-05-12 10:44:33 -07:00
WaleedandClaude Opus 4.7 d721dc3358 feat(enterprise): add data drains for continuous export to S3 / webhook (#4440)
* feat(enterprise): add data drains for continuous export to S3 / webhook

* chore(data-drains): regenerate migration on top of staging + bump route baseline

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* docs(data-drains): clarify retention pairing is user-coupled, not enforced

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(data-drains): preserve explicit forcePathStyle=false + reserve x-sim-signature

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* test(data-drains): drift guard ensures every webhook header is reserved

Asserts that any header buildHeaders writes is rejected when reused as a
custom signatureHeader. Adding a new metadata header without mirroring it
into RESERVED_SIGNATURE_HEADER_NAMES now fails CI.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-05 18:04:02 -07:00
09f4c94b3c feat(block): Allow wait block to wait up to 30 days (#4331)
* 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

* feat(block): Allow wait block to wait up to 30 days

* restore ff

* Filter out waits from hitl endpoints

* Use correct count, filtering out wait blocks

* improvement(wait): tighten poll route and pause-manager helpers

- Parallelize per-row dispatch with Promise.all
- Add status='paused' guard on nextResumeAt rewrite to prevent clobbering concurrent resumes
- Extract computeEarliestResumeAt + PauseResumeManager.setNextResumeAt helpers
- Use canonical PausePoint type in poll route (drop StoredPausePoint)
- Narrow UNIT_TO_MS via as const + WaitUnit guard
- Bump LOCK_TTL_SECONDS above route maxDuration
- Clearer error when allowedPauseKinds rejects a resume

---------

Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Siddharth Ganesan <33737564+Sg312@users.noreply.github.com>
Co-authored-by: Vikhyath Mondreti <vikhyathvikku@gmail.com>
2026-05-05 19:28:01 -04:00
WaleedandClaude Opus 4.7 57dc745bab feat(knowledge): expose Cohere reranker controls (#4429)
* feat(knowledge): expose Cohere reranker controls on knowledge block

Add a self-hosted Cohere API key field (mirroring the agent block's hosted-key
pattern), a configurable reranker input pool size (1-100), and surface
meta.warnings from Cohere rerank responses via logger.warn. All new contract
fields are optional and nullable for full backwards compatibility.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(knowledge): address PR feedback on Cohere reranker controls

- Drop required:true on apiKey field — server has BYOK→env→rotation fallback
  chain, so self-hosted users with COHERE_API_KEY env should not be blocked
- Drop .min(1) on rerankerApiKey contract field so empty strings coerce to
  undefined via the transform (matches the existing query field pattern)
- Log a warning when rerankerInputCount is clamped up to topK so users notice
  their setting was overridden

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* feat(knowledge): mirror agent block API key visibility for Cohere reranker

Restore required:true on the Cohere API Key field and hide it server-side via
a new NEXT_PUBLIC_COHERE_CONFIGURED public env flag — same pattern the Agent
block uses for Azure (NEXT_PUBLIC_AZURE_CONFIGURED). Self-hosters who set
COHERE_API_KEY in their environment also set NEXT_PUBLIC_COHERE_CONFIGURED=true,
which removes the field from the UI; everyone else sees a required field.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(knowledge): treat empty rerankerInputCount as unset

An empty string from the Documents Sent to Reranker input passed the
undefined/null guard, so Number('') = 0 → clamped to 1, sending only 1
document to the reranker instead of falling back to the 4× topK auto
default. Add the empty-string check to the guard.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-04 11:33:31 -07:00
Waleed 879dab9f19 feat(table): make plan table limits configurable via env vars (#4406)
* feat(table): make plan table limits configurable via env vars

* fix(table): coerce env table limits to number for skipValidation env

* improvement(env): extract envNumber helper for numeric env coercion

* improvement(knowledge): use envNumber helper for KB_CONFIG_* env reads

* fix(testing): add envNumber to env mock factory

* fix(env): allow zero in envNumber for max-throughput configs

* fix(env): add min option to envNumber for strict-positive configs
2026-05-02 11:43:06 -07:00
Waleed 0c25fc4ee1 fix(auth): resolve CORS errors for self-hosted deployments behind reverse proxies (#4369)
* fix(auth): resolve CORS errors for self-hosted deployments behind reverse proxies

- auth client now uses browser origin first, falling back to NEXT_PUBLIC_APP_URL
- socket client falls back to page origin when served from non-localhost (assumes /socket.io is proxied)
- add TRUSTED_ORIGINS env var to extend Better Auth trustedOrigins (apex+www, alias hostnames)
- warn at startup when NEXT_PUBLIC_APP_URL is localhost in production
- preprocess empty NEXT_PUBLIC_SOCKET_URL so docker-compose ${VAR:-} works
- migrate remaining uuid/nanoid/randomUUID usages to @sim/utils generateId/generateShortId
- extend generateShortId with optional alphabet param (rejection sampling)
- document TRUSTED_ORIGINS in .env.example, docker-compose.prod.yml, and helm values.yaml

Fixes simstudioai/sim#1243

* fix(auth): address PR review comments

* chore(env): drop unnecessary NEXT_PUBLIC_SOCKET_URL preprocess (skipValidation is true)

* fix(docker): include @sim/utils in migrations image

Migration scripts now import generateId from @sim/utils/id; without copying packages/utils into the image, bun install fails to resolve the workspace dep at build time and the import fails at runtime.

* fix(helm): remove unused NEXT_PUBLIC_SOCKET_URL from realtime sections

The realtime service never reads NEXT_PUBLIC_SOCKET_URL — its env schema
only includes BETTER_AUTH_URL, NEXT_PUBLIC_APP_URL, ALLOWED_ORIGINS,
BETTER_AUTH_SECRET, INTERNAL_API_SECRET, DATABASE_URL, and REDIS_URL.
Remove the dead config from all helm values files and the values schema.

* fix(helm): allow empty NEXT_PUBLIC_SOCKET_URL in values schema

The default in values.yaml is now "" (empty string), which falls back to
the page origin at runtime. The schema previously required a valid URI,
which would reject the default. Mirror the INTERNAL_API_BASE_URL pattern
using anyOf with const "". Also add TRUSTED_ORIGINS to the schema.

* docs(self-hosting): mark NEXT_PUBLIC_SOCKET_URL as optional

The page-origin fallback in getSocketUrl() means self-hosters no longer
need to set NEXT_PUBLIC_SOCKET_URL when realtime is on the same origin
as the app. Update docs to reflect this:

- Remove NEXT_PUBLIC_SOCKET_URL from .env scaffolding examples in
  docker.mdx, platforms.mdx, environment-variables.mdx
- Mark the variable as Optional in the env vars table with the new
  default behavior described
- Update troubleshooting to point at reverse-proxy /socket.io routing
  rather than the env var
- Flip dev docker-compose defaults (local, ollama, devcontainer) from
  http://localhost:3002 to empty for consistency with prod.yml; the
  in-code localhost fallback handles the dev case identically

Applied across all 6 documentation languages (en/fr/de/ja/es/zh).

* chore: untrack and ignore .claude/scheduled_tasks.lock
2026-04-30 19:26:19 -07:00
0abcc6e813 improvement(mothership): restructured stream, tool structures, code typing, file write/patch/append tools, timing issues (#4090)
* fix build error

* improvement(mothership): new agent loop (#3920)

* feat(transport): replace shared chat transport with mothership-stream module

* improvement(contracts): regenerate contracts from go

* feat(tools): add tool catalog codegen from go tool contracts

* feat(tools): add tool-executor dispatch framework for sim side tool routing

* feat(orchestrator): rewrite tool dispatch with catalog-driven executor and simplified resume loop

* feat(orchestrator): checkpoint resume flow

* refactor(copilot): consolidate orchestrator into request/ layer

* refactor(mothership): reorganize lib/copilot into structured subdirectories

* refactor(mothership): canonical transcript layer, dead code cleanup, type consolidation

* refactor(mothership): rebase onto latest staging

* refactor(mothership): rename request continue to lifecycle

* feat(trace): add initial version of request traces

* improvement(stream): batch stream from redis

* fix(resume): fix the resume checkpoint

* fix(resume): fix resume client tool

* fix(subagents): subagent resume should join on existing subagent text block

* improvement(reconnect): harden reconnect logic

* fix(superagent): fix superagent integration tools

* improvement(stream): improve stream perf

* Rebase with origin dev

* fix(tests): fix failing test

* fix(build): fix type errors

* fix(build): fix build errors

* fix(build): fix type errors

* feat(mothership): add cli execution

* fix(mothership): fix function execute tests

* Force redeploy

* feat(motheship): add docx support

* feat(mothership): append

* Add deps

* improvement(mothership): docs

* File types

* Add client retry logic

* Fix stream reconnect

* Eager tool streaming

* Fix client side tools

* Security

* Fix shell var injection

* Remove auto injected tasks

* Fix 10mb tool response limit

* Fix trailing leak

* Remove dead tools

* file/folder tools

* Folder tools

* Hide function code inline

* Dont show internal tool result reads

* Fix spacing

* Auth vfs

* Empty folders should show in vfs

* Fix run workflow

* change to node runtime

* revert back to bun runtime

* Fix

* Appends

* Remove debug logs

* Patch

* Fix patch tool

* Temp

* Checkpoint

* File writes

* Fix

* Remove tool truncation limits

* Bad hook

* replace react markdown with streamdown

* Checkpoitn

* fix code block

* fix stream persistence

* temp

* Fix file tools

* tool joining

* cleanup subagent + streaming issues

* streamed text change

* Tool display intetns

* Fix dev

* Fix tests

* Fix dev

* Speed up dev ci

* Add req id

* Fix persistence

* Tool call names

* fix payload accesses

* Fix name

* fix snapshot crash bug

* fix

* Fix

* remove worker code

* Clickable resources

* Options ordering

* Folder vfs

* Restore and mass delete tools

* Fix

* lint

* Update request tracing and skills and handlers

* Fix editable

* fix type error

* Html code

* fix(chat): make inline code inherit parent font size in markdown headers

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* improved autolayout

* durable stream for files

* one more fix

* POSSIBLE BREAKAGE: SCROLLING

* Fixes

* Fixes

* Lint fix

* fix(resource): fix resource view disappearing on ats (#4103)

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

* Fixes

* feat(mothership): add execution logs as a resource type

Adds `log` as a first-class mothership resource type so copilot can open
and display workflow execution logs as tabs alongside workflows, tables,
files, and knowledge bases.

- Add `log` to MothershipResourceType, all Zod enums, and VALID_RESOURCE_TYPES
- Register log in RESOURCE_REGISTRY (Library icon) and RESOURCE_INVALIDATORS
- Add EmbeddedLog and EmbeddedLogActions components in resource-content
- Export WorkflowOutputSection from log-details for reuse in EmbeddedLog
- Add log resolution branch in open_resource handler via new getLogById service
- Include log id in get_workflow_logs response and extract resources from output
- Exclude log from manual add-resource dropdown (enters via copilot tools only)
- Regenerate copilot contracts after adding log to open_resource Go enum

* Fix perf and message queueing

* Fix abort

* fix(ui): dont delete resource on clearing from context, set resource closed on new task (#4113)

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

* improvement(mothership): structure sim side typing

* address comments

* reactive text editor tweaks

* Fix file read and tool call name persistence bug

* Fix code stream + create file opening resource

* fix use chat race + headless trace issues

* Fix type issue

* Fix mothership block req lifecycle

* Fix build

* Move copy reqid

* Fix

* fix(ui): fix resource tag transition from home to task (#4132)

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

* Fix persistence

---------

Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
Co-authored-by: Waleed Latif <walif6@gmail.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Theodore Li <theo@sim.ai>
Co-authored-by: Theodore Li <theodoreqili@gmail.com>
2026-04-13 16:46:35 -07:00
WaleedandClaude Opus 4.6 7491d70a67 feat(workspaces): add workspace logo upload (#4136)
* feat(workspaces): add workspace logo upload

* feat(workspaces): add workspace logo upload

* fix(workspaces): validate logoUrl accepts only paths or HTTPS URLs

* fix(workspaces): add admin authorization, audit log, and posthog event for workspace logo uploads

* lint

* fix: add WebP support and use refs pattern in useProfilePictureUpload

- Add image/webp to ACCEPTED_IMAGE_TYPES in useProfilePictureUpload
- Add image/webp to file input accept attributes in whitelabeling settings
- Refactor useProfilePictureUpload to use refs for onUpload, onError, and
  currentImage callbacks, matching the established codebase pattern

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: restore cloudwatch/cloudformation files from staging

These files were accidentally regressed during rebase conflict resolution,
reverting changes from #4027. Restoring to staging versions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: add workspace_logo_uploaded to PostHogEventMap

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: separate workspaceId ref sync to prevent overwrite on re-render

Split the ref sync useEffect so workspaceIdRef only updates when the
workspaceId prop changes, not when onUpload/onError callbacks get new
references. Prevents setTargetWorkspaceId from being overwritten by
a re-render before the file upload completes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: use Pick type for workspace dropdown in knowledge header

The shared Workspace type requires ownerId and other fields that aren't
available from the workspaces API response mapping. Use a Pick type to
accurately represent the subset of fields actually constructed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: replace raw fetch with useWorkspacesQuery in knowledge header

Remove useState + useEffect + fetch anti-pattern for loading workspaces.
Use useWorkspacesQuery from React Query with inline filter for write/admin
permissions. Eliminates ~30 lines of manual state management, any casts,
and the Pick type workaround.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 15:54:21 -07:00
Waleed 85f1d96859 feat(ee): enterprise feature flags, permission group platform controls, audit logs ui, delete account (#4115)
* feat(ee): enterprise feature flags, permission group platform controls, audit logs ui, delete account

* fix(settings): improve sidebar skeleton fidelity and fix credit purchase org cache invalidation

- Bump skeleton icon and text from 16/14px to 24px to better match real nav item visual weight
- Add orgId support to usePurchaseCredits so org billing/subscription caches are invalidated on credit purchase, matching the pattern used by useUpgradeSubscription
- Polish ColorInput in whitelabeling settings with auto-prefix and select-on-focus UX

* revert(settings): remove delete account feature

* fix(settings): address pr review — atomic autoAddNewMembers, extract query hook, fix types and signal forwarding

* chore(helm): add CREDENTIAL_SETS_ENABLED to values.yaml

* fix(access-control): dynamic platform category columns, atomic permission group delete

* fix(access-control): restore triggers section in blocks tab

* fix(access-control): merge triggers into tools section in blocks tab

* upgrade tubro

* fix(access-control): fix Select All state when config has stale blacklisted provider IDs

* fix(access-control): derive platform Select All from features list; revert turbo schema version

* fix(access-control): fix blocks Select All check, filter empty platform columns

* revert(settings): restore original skeleton icon and text sizes
2026-04-11 20:41:37 -07:00
WaleedandClaude Opus 4.6 6099683e5a feat(trigger): add Google Sheets, Drive, and Calendar polling triggers (#4081)
* feat(trigger): add Google Sheets, Drive, and Calendar polling triggers

Add polling triggers for Google Sheets (new rows), Google Drive (file
changes via changes.list API), and Google Calendar (event updates via
updatedMin). Each includes OAuth credential support, configurable
filters (event type, MIME type, folder, search term, render options),
idempotency, and first-poll seeding. Wire triggers into block configs
and regenerate integrations.json. Update add-trigger skill with polling
instructions and versioned block wiring guidance.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(polling): address PR review feedback for Google polling triggers

- Fix Drive cursor stall: use nextPageToken as resume point when
  breaking early from pagination instead of re-using the original token
- Eliminate redundant Drive API call in Sheets poller by returning
  modifiedTime from the pre-check function
- Add 403/429 rate-limit handling to Sheets API calls matching the
  Calendar handler pattern
- Remove unused changeType field from DriveChangeEntry interface
- Rename triggers/google_drive to triggers/google-drive for consistency

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(polling): fix Drive pre-check never activating in Sheets poller

isDriveFileUnchanged short-circuited when lastModifiedTime was
undefined, never calling the Drive API — so currentModifiedTime
was never populated, creating a permanent chicken-and-egg loop.
Now always calls the Drive API and returns the modifiedTime
regardless of whether there's a previous value to compare against.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore(lint): fix import ordering in triggers registry

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(polling): address PR review feedback for Google polling handlers

- Fix fetchHeaderRow to throw on 403/429 rate limits instead of silently
  returning empty headers (prevents rows from being processed without
  headers and lastKnownRowCount from advancing past them permanently)
- Fix Drive pagination to avoid advancing resume cursor past sliced
  changes (prevents permanent change loss when allChanges > maxFiles)
- Remove unused logger import from Google Drive trigger config

* fix(polling): prevent data loss on partial row failures and harden idempotency key

- Sheets: only advance lastKnownRowCount by processedCount when there
  are failures, so failed rows are retried on the next poll cycle
  (idempotency deduplicates already-processed rows on re-fetch)
- Drive: add fallback for change.time in idempotency key to prevent
  key collisions if the field is ever absent from the API response

* fix(polling): remove unused variable and preserve lastModifiedTime on Drive API failure

- Remove unused `now` variable from Google Drive polling handler
- Preserve stored lastModifiedTime when Drive API pre-check fails
  (previously wrote undefined, disabling the optimization until the
  next successful Drive API call)

* fix(polling): don't advance state when all events fail across sheets, calendar, drive handlers

* fix(polling): retry failed idempotency keys, fix drive cursor overshoot, fix calendar inclusive updatedMin

* fix(polling): revert calendar timestamp on any failure, not just all-fail

* fix(polling): revert drive cursor on any failure, not just all-fail

* feat(triggers): add canonical selector toggle to google polling triggers

- Add 'trigger-advanced' mode to SubBlockConfig so canonical pairs work in trigger mode
- Fix buildCanonicalIndex: trigger-mode subblocks don't overwrite non-trigger basicId, deduplicate advancedIds from block spreads
- Update editor, subblock layout, and trigger config aggregation to include trigger-advanced subblocks
- Replace dropdown+fetchOptions in Calendar/Sheets/Drive pollers with file-selector (basic) + short-input (advanced) canonical pairs
- Add canonicalParamId: 'oauthCredential' to triggerCredentials for selector context resolution
- Update polling handlers to read canonical fallbacks (calendarId||manualCalendarId, etc.)

* test(blocks): handle trigger-advanced mode in canonical validation tests

* fix(triggers): handle trigger-advanced mode in deploy, preview, params, and copilot

* fix(polling): use position-only idempotency key for sheets rows

* fix(polling): don't advance calendar timestamp to client clock on empty poll

* fix(polling): remove extraneous comment from calendar poller

* fix(polling): drive cursor stall on full page, calendar latestUpdated past filtered events

* fix(polling): advance calendar cursor past fully-filtered event batches

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-09 23:43:28 -07:00
Waleed 1189400167 feat(enterprise): cloud whitelabeling for enterprise orgs (#4047)
* feat(enterprise): cloud whitelabeling for enterprise orgs

* fix(enterprise): scope enterprise plan check to target org in whitelabel PUT

* fix(enterprise): use isOrganizationOnEnterprisePlan for org-scoped enterprise check

* fix(enterprise): allow clearing whitelabel fields and guard against empty update result

* fix(enterprise): remove webp from logo accept attribute to match upload hook validation

* improvement(billing): use isBillingEnabled instead of isProd for plan gate bypasses

* fix(enterprise): show whitelabeling nav item when billing is enabled on non-hosted environments

* fix(enterprise): accept relative paths for logoUrl since upload API returns /api/files/serve/ paths

* fix(whitelabeling): prevent logo flash on refresh by hiding logo while branding loads

* fix(whitelabeling): wire hover color through CSS token on tertiary buttons

* fix(whitelabeling): show sim logo by default, only replace when org logo loads

* fix(whitelabeling): cache org logo url in localstorage to eliminate flash on repeat visits

* feat(whitelabeling): add wordmark support with drag/drop upload

* updated turbo

* fix(whitelabeling): defer localstorage read to effect to prevent hydration mismatch

* fix(whitelabeling): use layout effect for cache read to eliminate logo flash before paint

* fix(whitelabeling): cache theme css to eliminate color flash before org settings resolve

* fix(whitelabeling): deduplicate HEX_COLOR_REGEX into lib/branding and remove mutation from useCallback deps

* fix(whitelabeling): use cookie-based SSR cache to eliminate brand flash on all page loads

* fix(whitelabeling): use !orgSettings condition to fix SSR brand cache injection

React Query returns isLoading: false with data: undefined during SSR, so the
previous brandingLoading condition was always false on the server — initialCache
was never injected into brandConfig. Changing to !orgSettings correctly applies
the cookie cache both during SSR and while the client-side query loads, eliminating
the logo flash on hard refresh.
2026-04-08 12:33:26 -07:00
WaleedandClaude Opus 4.6 3c7bfa797a improvement(kb): deferred content fetching and metadata-based hashes for connectors (#4044)
* improvement(kb): deferred content fetching and metadata-based hashes for connectors

* fix(kb): remove message count from outlook contentHash to prevent list/get divergence

* fix(kb): increase outlook getDocument message limit from 50 to 250

* fix(kb): skip outlook messages without conversationId to prevent broken stubs

* fix(kb): scope outlook getDocument to same folder as listDocuments to prevent hash divergence

* fix(kb): add missing connector sync cron job to Helm values

The connector sync endpoint existed but had no cron job configured to trigger it,
meaning scheduled syncs would never fire.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-08 00:59:54 -07:00
Waleed c89a95d606 feat(auth): add DISABLE_GOOGLE_AUTH and DISABLE_GITHUB_AUTH env vars (#4019)
* feat(auth): add DISABLE_GOOGLE_AUTH and DISABLE_GITHUB_AUTH env vars

* fix(auth): also disable server-side OAuth provider registration when flags are set

* lint
2026-04-07 12:25:55 -07:00
8527ae5d3b feat(providers): server-side credential hiding for Azure and Bedrock (#3884)
* fix: allow Bedrock provider to use AWS SDK default credential chain

Remove hard requirement for explicit AWS credentials in Bedrock provider.
When access key and secret key are not provided, the AWS SDK automatically
falls back to its default credential chain (env vars, instance profile,
ECS task role, EKS IRSA, SSO).

Closes #3694

Signed-off-by: majiayu000 <1835304752@qq.com>

* fix: add partial credential guard for Bedrock provider

Reject configurations where only one of bedrockAccessKeyId or
bedrockSecretKey is provided, preventing silent fallback to the
default credential chain with a potentially different identity.

Add tests covering all credential configuration scenarios.

Signed-off-by: majiayu000 <1835304752@qq.com>

* fix: clean up bedrock test lint and dead code

Remove unused config parameter and dead _lastConfig assignment
from mock factory. Break long mockReturnValue chain to satisfy
biome line-length rule.

Signed-off-by: majiayu000 <1835304752@qq.com>

* fix: address greptile review feedback on PR #3708

Use BedrockRuntimeClientConfig from SDK instead of inline type.
Add default return value for prepareToolsWithUsageControl mock.

Signed-off-by: majiayu000 <1835304752@qq.com>

* feat(providers): server-side credential hiding for Azure and Bedrock

* fix(providers): revert Bedrock credential fields to required with original placeholders

* fix(blocks): add hideWhenEnvSet to getProviderCredentialSubBlocks for Azure and Bedrock

* fix(agent): use getProviderCredentialSubBlocks() instead of duplicating credential subblocks

* fix(blocks): consolidate Vertex credential into shared factory with basic/advanced mode

* fix(types): resolve pre-existing TypeScript errors across auth, secrets, and copilot

* lint

* improvement(blocks): make Vertex AI project ID a password field

* fix(blocks): preserve vertexCredential subblock ID for backwards compatibility

* fix(blocks): follow canonicalParamId pattern correctly for vertex credential subblocks

* fix(blocks): keep vertexCredential subblock ID stable to preserve saved workflow state

* fix(blocks): add canonicalParamId to vertexCredential basic subblock to complete the swap pair

* fix types

* more types

---------

Signed-off-by: majiayu000 <1835304752@qq.com>
Co-authored-by: majiayu000 <1835304752@qq.com>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
2026-04-01 16:27:54 -07:00
Vikhyath Mondreti f1ead2ed55 fix docker image build 2026-03-28 20:58:56 -07:00
Vikhyath Mondreti d2c3c1c39e improvement(worker): configuration defaults (#3821)
* improvement(worker): configuration defaults

* update readmes

* realtime curl import
2026-03-27 19:54:56 -07:00
Vikhyath Mondreti 21156dd54a fix(worker): dockerfile + helm updates (#3818)
* fix(worker): dockerfile + helm updates

* address comments
2026-03-27 18:28:36 -07:00
Vikhyath MondretiandTheodore Li dda012eae9 feat(concurrency): bullmq based concurrency control system (#3605)
* feat(concurrency): bullmq based queueing system

* fix bun lock

* remove manual execs off queues

* address comments

* fix legacy team limits

* cleanup enterprise typing code

* inline child triggers

* fix status check

* address more comments

* optimize reconciler scan

* remove dead code

* add to landing page

* Add load testing framework

* update bullmq

* fix

* fix headless path

---------

Co-authored-by: Theodore Li <teddy@zenobiapay.com>
2026-03-27 13:11:35 -07:00
WaleedandClaude Sonnet 4.6 4a34ac3015 feat(auth): add Turnstile captcha + harmony disposable email blocking (#3699)
* feat(turnstile): conditionally added CF turnstile to signup

* feat(auth): add execute-on-submit Turnstile, conditional harmony, and feature flag

- Switch Turnstile to execution: 'execute' mode so challenge runs on
  form submit (fresh token every time, no expiry issues)
- Make emailHarmony conditional via SIGNUP_EMAIL_VALIDATION_ENABLED
  feature flag so self-hosted users can opt out
- Add isSignupEmailValidationEnabled to feature-flags.ts following
  existing pattern
- Add better-auth-harmony to Next.js transpilePackages (required for
  validator.js ESM compatibility)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* refactor(validation): remove dead validateEmail and checkMXRecord

Server-side disposable email blocking is now handled by
better-auth-harmony. The async validateEmail (with MX check) had no
remaining callers. Only quickValidateEmail remains for client-side
form feedback.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(auth): add 15s timeout to Turnstile captcha promise

Prevents form from hanging indefinitely if Turnstile never fires
onSuccess/onError (e.g. script fails to load, network drop).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore(helm): add Turnstile and harmony env vars to values.yaml

Adds TURNSTILE_SECRET_KEY, NEXT_PUBLIC_TURNSTILE_SITE_KEY, and
SIGNUP_EMAIL_VALIDATION_ENABLED to the helm chart so self-hosted
deployments can configure captcha and disposable email blocking.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(auth): reject captcha promise on token expiry

onExpire now rejects the pending promise so the form doesn't hang
if the Turnstile token expires mid-challenge.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* refactor(login): replace useEffect keydown listener with form onSubmit

The forgot-password modal used a global window keydown listener in a
useEffect to handle Enter key — a "you might not need an effect"
anti-pattern with a stale closure risk. Replaced with a native
<form onSubmit> wrapper which handles Enter natively, eliminating
the useEffect, the global listener, and the stale closure.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(auth): clear dangling timeout after captcha promise settles

Use .finally(() => clearTimeout(timeoutId)) to clean up the 15s
timeout timer when the captcha resolves before the deadline.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* refactor(auth): use getResponsePromise() for Turnstile token retrieval

Replace the manual Promise + refs + timeout pattern with the
documented getResponsePromise(timeout) API from @marsidev/react-turnstile.
This eliminates captchaToken state, captchaResolveRef, captchaRejectRef,
and all callback wiring on the Turnstile component.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(auth): show captcha errors as form-level message, not password error

Captcha failures were misleadingly displayed under the password field.
Added a dedicated formError state that renders above the submit button,
making it clear the issue is with verification, not the password.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-21 11:23:45 -07:00
WaleedandClaude Opus 4.6 d4a014f423 feat(public-api): add env var and permission group controls to disable public API access (#3317)
Add DISABLE_PUBLIC_API / NEXT_PUBLIC_DISABLE_PUBLIC_API environment variables
and disablePublicApi permission group config option to allow self-hosted
deployments and enterprise admins to globally disable the public API toggle.

When disabled: the Access toggle is hidden in the Edit API Info modal,
the execute route blocks unauthenticated public access (401), and the
public-api PATCH route rejects enabling public API (403).

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 23:03:03 -08:00
Waleed bbcef7ce5c feat(access-control): add ALLOWED_INTEGRATIONS env var for self-hosted block restrictions (#3238)
* feat(access-control): add ALLOWED_INTEGRATIONS env var for self-hosted block restrictions

* fix(tests): add getAllowedIntegrationsFromEnv mock to agent-handler tests

* fix(access-control): add auth to allowlist endpoint, fix loading state race, use accurate error message

* fix(access-control): remove auth from allowed-integrations endpoint to match models endpoint pattern

* fix(access-control): normalize blockType to lowercase before env allowlist check

* fix(access-control): expose merged allowedIntegrations on config to prevent bypass via direct access

* consolidate merging of allowed blocks so all callers have it by default

* normalize to lower case

* added tests

* added tests, normalize to lower case

* added safety incase userId is missing

* fix failing tests
2026-02-17 18:46:24 -08:00