Commit Graph
961 Commits
Author SHA1 Message Date
Vikhyath Mondreti db88eca6d4 improvement(billing): replace daily refresh credits with weekly refresh (#7113)
* improvement(billing): replace daily refresh credits with weekly refresh

* fix(billing): scope weekly refresh row seat scaling to organization billing
2026-08-26 12:43:07 -07:00
Theodore Li d86fdc152f feat(api): publish agent tool input schema (#7109)
* feat(api): publish agent tool input schema

* fix(api): bound agent tool inputs
2026-08-26 14:37:50 -04:00
Waleed f3ccdfe7de feat(providers): add GLM-5.3 and GLM-5.3-Flash to Z.ai (#7104) 2026-08-26 10:12:18 -07:00
Waleed a42299066d fix(integrations): repair broken endpoints, silent failures, and a path traversal (#7096)
* fix(integrations): repair broken endpoints, silent failures, and a path traversal

- qdrant: search_vector returned the /points/query envelope instead of the
  points array, so downstream blocks saw an object where an array was declared
- elasticsearch: search/count/create_index silently swallowed malformed JSON —
  count fell back to counting the entire index, search to match_all
- serper: only 4 of 6 advertised verticals were mapped; videos and shopping
  returned empty (still billed) result sets. Replaced the if/else chain with a
  vertical dispatch table that hard-fails on an unknown type
- enrow: find_email flattened the nested info object incorrectly, dropping
  firstname/lastname, and advertised a linkedin_url the API never returns
- linkedin: share_post read postId from an empty body; /v2/ugcPosts returns it
  in the x-restli-id header
- vercel: edge config endpoints moved to /v1/global-config
- vercel: encode edgeConfigId so a traversing value cannot escape the base path
- sixtyfour: enrich endpoints moved to /people-intelligence and
  /company-intelligence
- langsmith: hard-coded API host consolidated to one constant, added missing
  non-ok guards, encoded run ids, capped echoed upstream error bodies
- daytona: file upload moved to /files/upload-v2
- memory: PUT persisted a bare object where POST and the declared type both use
  an array

Adds 53 tests across the affected tools.

* fix(integrations): close path traversal fleet-wide, stop a credential reaching the wire

Follows up the review round on this branch.

Security:
- The previous encodeURIComponent-only guard was incomplete. '.' and '..' are
  unreserved, so they survive encoding and the URL parser then removes them as
  dot segments — popping one path segment on a fixed host with the caller's
  bearer token still attached, including on DELETE. Adds a shared
  safeUrlPathSegment helper that rejects empty, '.', '..', and any residual path
  separator, and applies it across every Vercel and Daytona tool that
  interpolates an LLM-writable id into a request path
- langsmith: create_run and create_runs_batch spread the whole params object
  into the request body, so the LangSmith API key was sent to LangSmith and
  stored in the run record. Request bodies are now built from an explicit
  allowlist of run-ingest fields, so an unlisted param cannot reach the wire

Correctness:
- langsmith: the run-payload normalizer was not idempotent and ran once in
  request.body and again in transformResponse, so a caller who left Run ID blank
  got back an id that was never sent. Downstream update_run/create_feedback
  wired to it would 404
- langsmith: batch patch entries were normalized as if they were new runs,
  minting ids and overwriting start_time/trace_id/dotted_order
- langsmith: the 500-char error cap appended its ellipsis after slicing, so the
  advertised bound was actually 503
- serper: scholar and patents mapped a date field neither vertical returns, and
  a test asserted it. Their organic response key is now confirmed against
  Serper's published per-vertical examples rather than assumed
- serper: an unknown vertical derived from the response URL turned a successful
  response into a thrown error; only a user-supplied type now hard-fails
- linkedin: warn when a success status carries no x-restli-id header

Also corrects the Vercel endpoint rationale in the PR description: the old
/v1/edge-config path still routes and is not scheduled for removal, so the move
to /v1/global-config is canonical alignment rather than a break-fix.
2026-08-25 21:04:04 -07:00
Waleed 3645857ddb fix(v2): stop six responses reporting less than the layer beneath them knew (#7097)
* fix(v2): stop six responses reporting less than the layer beneath them knew

Findings from cubic's review of the v0.8.12 release PR, all on the v2 surface.

- `GET /workflows/{id}/runs/{runId}` documented `includeFileBase64` as
  requiring `includeOutput`, and the read honours that — files are projected
  inside the `includeOutput` branch alone. Nothing enforced it, so the flag
  parsed, was accepted, and was then dropped: a 200 carrying no files and no
  reason why. Now a 400 naming the missing flag, matching how `GET
  /billing/logs` refuses a window bound its period will not read.
- `POST /files/{id}/unzip` rendered a malformed or over-cap archive as 500.
  `ArchiveError` had no arm in the v2 policy, though the internal extract route
  beside it has mapped the same failures to 400/413 all along.
- Both workflow-MCP lists cut their tool inventory at a ceiling and published
  `nextCursor: null` regardless. The use cases were already returning
  `truncated`; only the v2 presenters dropped it, while the copilot handler
  published it. A reconciling caller read a partial set as the complete one.
- A table dispatch scoped by filter reported neither the filter nor its
  exclusions, and `rowIds: undefined` documented itself as "every eligible
  row" — so a filtered run and an unfiltered one were indistinguishable. The
  compiled filter stays unpublished, as before; `selectAll` and
  `excludeRowIds` name the distinction.
- `GET /files/uploads/{id}` promised the registered file after finalization and
  passed null unconditionally, so a caller polling a transfer it lost track of
  could watch a session reach `completed` and never learn what it created.
- `HEAD` on a run file resolved the file downstream of authorization, so it
  answered 200 for an id the `GET` beside it would 404.
- v2 bulk table delete audited `FOLDER_DELETED.resourceId` from the
  caller-keyed projection, writing a display path where the single-folder
  delete writes the canonical id.

Two further findings needed no change: the audit-log cursor scope is bound by
`member_user_id_unique` and a membership check, so the cross-organization
replay it described cannot arise; and both documentation findings had already
been fixed on staging by #7092.

* fix(v2): report a dispatch's two narrowings separately

Review follow-up. `selectAll` was set from the stored filter alone, but the
run rejects only `rowIds` *with* `excludeRowIds` — so an exclusion set with no
filter is a scope a caller can create, and the walk applies it. Those
dispatches published exclusions with no discriminator beside them, which is
the shape the flag existed to rule out.

One flag could not cover both: an exclusion-only scope is neither filtered nor
unnarrowed. So the two narrowings are reported as what they are — `filtered`
for the unpublished stored predicate, `excludeRowIds` for the deselections —
and every combination is now distinguishable from a run over every eligible
row. `excludeRowIds` mirrors the walk's own condition and is withheld beside
`rowIds`, where the dispatcher would ignore it.

* fix(v2): let a failed file read fail, and point truncation at its own check

Two review follow-ups.

`getWorkspaceFile` logs and returns null on a read failure unless told
otherwise, so a transient database error would have reported a finalized
upload as fileless — to the one caller polling to learn what it created, who
would then stop, having been told there was nothing. Read with `throwOnError`
so the failure surfaces and the poll can retry, matching how the sibling
record read loads the same row. A file genuinely deleted still answers null,
which is a different question with a different answer.

The server list pointed callers at `/tools` for an authoritative inventory
without saying that endpoint applies the same ceiling. It now names the
`truncated` flag this PR added there, so "authoritative" has a condition
attached instead of being asserted.
2026-08-25 21:02:59 -07:00
Theodore Li b391b28d44 fix(docs): validate generated API navigation (#7099) 2026-08-25 23:58:21 -04:00
Theodore Li d1786e92e6 fix(custom-blocks): restore self-host entitlement gate (#7098)
* fix(custom-blocks): restore self-host entitlement gate

* chore(helm): bump chart version
2026-08-25 23:45:00 -04:00
Waleed 2d85c0d1e1 fix(cli): correct three descriptions the CLI publishes, and restore --no-recursive (#7093)
Follow-ups from review of the v0.8.12 release PR, all on surfaces the CLI
audit touched.

- `credentialId` was one shared schema across PATCH and DELETE, so the
  disconnect reference offered "update or disconnect" for an operation that
  cannot update. Split into two, matching the two components OpenAPI already
  publishes for them.
- A boolean query param documents the spellings an HTTP caller may send and
  closes by calling them the whole accepted set. The CLI renders those fields
  as bare flags that take no value, leaving the sentence pointing at a list
  neither `--help` nor the reference ever prints. Stripped for bare flags only;
  the REST prose and OpenAPI specs are unchanged.
- `files list --recursive` became a bare switch in the audit, which removed the
  only way to send false. The API turns it on by itself as soon as `--search`
  is set, so a folder search always descended. The twin is back, declared per
  flag so the one-way toggles do not grow a meaningless negation.
2026-08-25 19:28:06 -07:00
Waleed 4508ec75d2 fix(cli): resolve blockers and majors from a full command-surface audit (#7083)
* fix(cli): resolve blockers and majors from a full command-surface audit

Audit of all 222 CLI leaves against a live deployment, plus fixes for every
defect it confirmed.

Blockers:
- An unrecognized --profile resolved to built-in defaults, so a typo silently
  targeted production and transmitted the API key there.
- sim logs follow sent an undeclared query key and failed on every invocation.
- sim workflows run exited 0 on a failed run, so CI reported success.
- knowledge connectors documents update matched rows already in the target
  state, making exclude and restore permanent no-ops.
- PDF text layers below the OCR threshold are transcribed by a model and stored
  verbatim with no record that it happened.

Majors include: rollback --version was swallowed by the program-level flag and
silently did nothing; nullable string flags could not send null despite their
help promising it; six protocol commands discarded excess arguments, dropping
files on upload; sim chat crashed with EPIPE when piped to head; tables import
dropped malformed CSV rows without reporting them; audit-logs required an
organization id no API surface exposed; secrets could not opt out of redaction
or read a value from a file; bulk deletes and moves exited 0 having done
nothing; and MCP registrations were destroyed by undeploy rather than restored.

Adds extraction_method to documents so OCR output is distinguishable from
parsed text, and reports the applied scope on billing logs so the two ledger
questions are no longer indistinguishable.

* fix(mcp): bound MCP restore by server and re-check uniqueness under the lock

Two gaps in the archive/restore lifecycle this branch introduced.

The candidate query bounded archived rows and deduplicated to one per server
afterwards, so several archived generations stacked on one server consumed the
whole budget and every other server the workflow had been published on fell out
of the result with no warning. Deduplication moves into SQL so the bound applies
to servers, preserving most-recently-updated-per-server.

The live-registration check ran before the server lock was acquired, so a
concurrent tool create could land in between and the restore would un-archive a
second live row for the same server and workflow, violating the partial unique
index and rolling back the whole deployment. That check now runs under the lock
alongside the tool-name, capacity, and metadata-budget checks it belongs with.

* fix(review): address round-three review findings across CLI and server

Restore now picks candidate servers by recency: DISTINCT ON forces its own key
to lead the sort, so bounding on that statement kept the lexicographically
lowest server ids and left a workflow's most recently used servers archived.
Deduplication and bounding are now separate stages.

CLI: a total miss on tables move reported only in notFound exited 0; unsetting
a key or removing a profile mutated the first duplicate INI block while reads
merged later ones, so the removal appeared to succeed and did nothing; an
import that rejected cells but no rows showed a clean progress line; and the
--run-id help implied idempotency it does not provide.

Server: a run with no recorded output projection let block-name selectors past
the new validation; the billing window comparison still fired on a bound that
parsed but failed the shared schema; CSV rejection accounting reached only the
streaming path, so buffered and synchronous imports still dropped records
silently, through to the Copilot tool that reports them; case-insensitive tag
name uniqueness now serializes on the knowledge-base row the delete paths
already lock; and a failed sync claim reports the lifecycle reason rather than
always claiming a sync is in progress.

Reverts an over-scrub from the previous commit: workspace-file-imports is
consumed only by Copilot, so naming save_upload and glob there is the correct
remediation rather than a leak, and the sweep that guards against leaks now
exempts it explicitly.

Corrects two contract descriptions that promised a bulk tag save would rename
or relocate an occupied slot, which it deliberately no longer does.

* fix(cli): remove flags a caller cannot use, and correct three that misled

Removes surface that should not have shipped:

- `files uploads get` is hidden. Its `--upload-token` was required, and the
  token is minted and consumed inside a single `files upload`, which completes
  or aborts its session before returning. Nothing in the CLI could produce the
  value, so the command answered every invocation by asking for something
  unobtainable. The same flag is dropped from the two table-import commands,
  where a CLI-created import is already queryable without it.
- The `--no-<flag>` companion that sent JSON null is gone. `--no-X` means "send
  boolean false" on thirty-seven other flags, and one spelling should not carry
  two meanings. `--description ''` already clears the displayed value, and the
  help now warns that the literal word null is stored as text rather than
  suggesting a substitute, because on the OAuth client fields null revokes a
  stored grant and an empty string does not.
- The document extraction method column and its contract field are reverted.
  Nothing read them, they were null for every existing document, and the name
  collided with the parser metadata field that already exists.

Corrects flags that misled: the workflow move destination is `--to`, matching
its two siblings rather than meaning the opposite of `--folder` one command
over; `files list --recursive` is a bare flag like the four folder deletes
rather than a twelve-alias string; the dispatch row cap takes a count instead
of its wire object; `--yes` no longer claims to be required on commands that
accept `--dry-run`; cancelling every run on a table is confirm-gated; and the
retry-processing negation, which the route rejects, is suppressed.

Extends the guard that missed all of this: it swept only `--x-` prefixes over
generated commands, so a header spelled without one was invisible to it. It now
derives every header name from the operation table and sweeps the assembled
program.

* fix(mcp): budget MCP restore against the workflow's live server fanout

Restore bounded its candidates at the per-workflow server limit counting
archived rows only, never subtracting the memberships the workflow already
holds live. The fanout validation a few lines later in the same deploy
transaction counts live servers against that same limit, so a workflow with
both live and archived registrations could restore past it and roll the whole
deployment back.

The candidate query now bounds on the remaining headroom, and the budget is
re-checked under the server locks and spent once per accepted candidate, so a
create that lands between the count and the unarchive cannot push it over.
Candidates that do not fit are dropped by recency, matching how the set is
already selected, and stay archived with a warning naming the workflow, the
server, and the reason — restore still never throws inside the deploy
transaction.

One residual is left open deliberately: a create on a server outside the
candidate set is serialized by neither the locks nor the recount. Closing it
would need a workflow-level lock, which would change the ordering every other
writer here depends on, and the create path runs its own limit check.

* fix(mcp): stop restore spending its budget on servers it cannot restore

A server can hold both a live registration and archived ones for the same
workflow: the partial unique index constrains only the live row. Such a server
was counted twice — once shrinking the restore budget, once consuming one of
its slots — before the liveness check under the lock skipped it. While the
bound was the full server limit that waste was invisible; once the bound became
the remaining headroom, every slot spent that way cost a registration that
could have been restored.

The candidate query now excludes servers the workflow is already live on, so
the budget and the candidate set agree. The exclusion sits on the inner stage,
before deduplication and the bound, and is a pre-lock optimisation only: the
check under the server lock stays authoritative, because the query can go stale
between reading and unarchiving.

Candidates rejected for a tool-name collision, the per-server cap, or the
metadata budget are still not replaced. That case is only knowable under the
lock, so replacing it would mean fetching past the bound and locking servers
outside the candidate set, widening an ordering every writer here relies on.
2026-08-25 18:43:48 -07:00
Waleed 0c38037bf1 fix(knowledge): harden ingestion pipeline (#7077)
* fix(knowledge): harden ingestion pipeline

* fix(knowledge): correct bounded ingestion edge cases

* fix(knowledge): tighten redaction and chunk validation

* fix(knowledge): close bounded ingestion gaps

* fix(files): preserve parser complexity limits
2026-08-25 17:55:56 -07:00
Theodore Li 19b8652f35 chore(flags): remove released feature gates (#7087)
* chore(flags): remove released feature gates

* chore(helm): bump chart version
2026-08-25 20:26:40 -04:00
Waleed 32a15fde2f improvement(access-control): wire tool and model permissions into copilot editing (#7080)
* improvement(access-control): wire tool and model permissions into copilot editing

Permission groups already supported a per-tool denylist (deniedTools) and model
restrictions, but only the canvas honored them. The copilot edit path gated on
block type alone, so Sim could build workflows using tools and models the user
was not allowed to run — the executor refused them at run time instead.

Enforce both at authoring time, and stop advertising what the viewer cannot use.

* fix(access-control): use the path alias for the permission-groups type import

* fix(access-control): close two denied-tool leaks in copilot discovery

The VFS stamped every integration schema from the shared static map before the
per-viewer loop re-authored the permitted subset, so a denied operation's schema
stayed published. Skip the shared copy for integration paths; the viewer loop is
the only projection that knows the denylist.

Block metadata resolved denied operations from the catalog's `operation.toolId`,
which the projection fills only from `tools.config.tool` — a block whose
operation ids are its tool ids left it undefined and read as fully permitted.
Resolve through the shared operation gate instead.

* fix(access-control): key the copilot schema cache on permission policy

The deferred integration-tool schemas now depend on the viewer's permission
group, but the cache key encoded only identity and block visibility, so an
admin's change to deniedTools took effect only when the entry expired.

Resolve the config before the key and add a gate signature alongside the
existing visibility signature, mirroring how block visibility already keys the
same cache. The read moves out of the cached section rather than being added:
what the entry caches is a user-tool schema per exposed integration tool, which
dominates it.
2026-08-25 15:41:09 -07:00
Waleed 98a453d7e6 feat(integrations): add Microsoft Word (#7069)
* feat(integrations): add Microsoft Word

* fix(microsoft-word): guard document edits against concurrent overwrites

* fix(microsoft-word): reject non-Word targets, scope SharePoint access, and tighten input bounds

* chore(docs): regenerate docs manifest for the Microsoft Word page

* fix(microsoft-word): strip XML-forbidden control characters from generated documents

* fix(microsoft-word): fail closed when a document reports no version to compare
2026-08-25 11:38:20 -07:00
Waleed ed60fbaa4e feat(integrations): add Semrush (#7068)
* feat(integrations): add Semrush

Adds the Semrush SEO API as a block with 44 operations across overview,
domain, subdomain, URL, keyword, comparison, and backlink reports.

Reports answer as delimited CSV, so the shared decoder maps each header
cell back to the export column it was requested as rather than reading by
position: the API may return fewer columns than were asked for, and two
columns can render under the same header label.

* fix(integrations): sync docs manifest for the Semrush page

* fix(integrations): address Semrush review findings

- Only the API key stays user-only; report selectors (target scope, limit,
  offset, date, sort, filter) are user-or-llm so an agent can set them
- Hold the row limit at one row: a positive fraction floored to zero and sent
  display_limit=0
- Locate Domain vs. Domain metric columns by their own headers, so a dropped
  position column shortens the compared-domain run instead of shifting
  competition, search volume, and CPC onto the wrong values
- Describe competitor and domain-list metrics as belonging to the row's domain,
  not to the target
- Describe paid and URL traffic cost as an estimated cost, matching the
  Traffic Cost header those reports return, not the organic Traffic Cost (%)
- Drop the newest-first claim from history outputs, which order by display_sort
- Replace the erased any casts in the request tests with a typed helper
2026-08-25 11:17:58 -07:00
Theodore Li 4c0bd944dc feat(slack): launch v2 triggers and backfill custom bots (#6873)
* feat(slack): launch v2 triggers and backfill custom bots

* fix(slack): propagate legacy webhook dispatch failures

* fix(slack): continue shared legacy webhook fanout

* fix(slack): acknowledge filtered webhook deliveries

* fix(slack): finalize custom bot migration rollout

* fix(slack): dedupe migrated bots per workflow

* fix(slack): harden custom bot rollout

* fix(slack): acknowledge permanently ignored deliveries

* fix(slack): retry failed webhook deliveries
2026-08-25 14:11:02 -04:00
WaleedandTheodore Li 656840a1b1 feat(api): make the platform operable headless over v2 (#6912)
* feat(v2): download run output files by API key

Adds GET /api/v2/workflows/{id}/runs/{runId}/files/{fileId}, closing the
async-run loop for headless callers. A run's output carries UserFile URLs
pointing at /api/files/serve/..., which rejects x-api-key outright, so an
async run that produces a file previously had no byte path out for an API
key at all.

The file is addressed by the id the run reported and resolved against the
run's own recorded execution data, from which the storage key is read. The
request never supplies a storage key, so the endpoint cannot be aimed at
bytes the run did not produce. Resolution deliberately reads the
materialized-but-undisplayed recording, because the display projection
strips exactly the `key`/`context` fields a byte read needs.

Also hardens normalizeStartFile to derive a file's storage key only from a
validated internal serve URL, discarding any caller-supplied `key`/`context`.
A workspace API key has no human subject, so the executor resolves its actor
to the workspace billing owner (preprocessing.ts -> resolveSystemBillingAttribution);
verifyFileAccess then authorizes a workspace-context key as that owner, whose
reach is not bounded by the key's workspace. Accepting an attacker-authorable
key made that substitution exploitable as a confused deputy. Normalization is
all-or-nothing, so a forged file now drops the whole files input.

* feat(workflows): one graph-write door, principal-derived audit source, and v2 authoring endpoints

Extract replaceWorkflowNormalizedState as the single persistence primitive for a
workflow graph replace and route both the internal editor save and the Copilot
edit tool through it, so neither can skip state preparation, the row lock, the
lastSynced stamp, or custom-tool extraction by choosing a different entry point.

Derive the audit source from the acting principal instead of hardcoding
'copilot', then widen workflows.variables.apply_operations and
workflows.bulk.move to every principal kind.

Add GET/PUT /api/v2/workflows/{id}/state, POST /operations, /duplicate,
/restore, PATCH /variables, and POST /api/v2/workflows/move over surface-neutral
application use cases; move the edit engine to lib/workflows/editing.

* test(workflows): cover the graph-write primitive, audit source, and the v2 authoring surface

Pin the two-doors fix (preparation runs, the row is locked, custom-tool
extraction is post-commit and best-effort) and the false-audit fix (a session
principal writes source: 'session', a delegated one writes its service). Both
were verified to fail with the fix reverted.

Add the application matrix for replaceWorkflowState, applyWorkflowOperations,
readWorkflowGraph, and restoreWorkflow — role floor, principal-kind rejection
before canonical load, asserted-scope concealment, lock, validation, atomic
conflict, plan gate, and audit-then-notify ordering — plus route tests for
every new endpoint.

* test(workflows): pin the internal graph-write door and the v2 list scope

Characterize saveWorkflowNormalizedState's statuses, messages, and notification
after the persistence extraction, and cover the new scope filter on
GET /api/v2/workflows including a cursor replayed under a different scope.

* feat(api): add v2 block, tool, connector-type, and enrichment catalogs

Adds six read endpoints under /api/v2 that publish Sim's code-defined
catalogs: GET /blocks, GET /blocks/{blockId}, GET /tools,
GET /tools/{toolId}, GET /connector-types, and GET /enrichments.

These read like static reference data and are not. What a caller may
place is decided per workspace by its permission-group integration
allowlist, per organization by which unreleased blocks have been
revealed, per deployment by ALLOWED_INTEGRATIONS, and per workspace
again by the workflows it has deployed as blocks. So all six are plain
defineWorkspaceOperation reads at minimumRole 'read' with
workspaceApiKey 'allow' — the exact policy of credentials.providers.list
— and every response keeps Cache-Control: private, no-store, because an
unrevealed preview block's existence must not leak across organizations
through a shared cache.

Trigger blocks ride as ?capability=trigger rather than a second
endpoint, and workspace custom blocks ride inside /blocks discriminated
by `source`, so "what may I place?" stays a one-call question.

The block projection is extracted out of the Copilot get_blocks_metadata
tool and rewritten onto @/tools/metadata and @/tools/metadata-outputs.
That cuts the tool's own @/tools/registry edge as a side effect: its
module graph drops from 6,756 to 1,318, and the new routes land at
1,673-1,734, next to the shipped /v2/credentials/providers baseline of
1,668.

Supporting changes:

- scripts/sync-tool-metadata.ts derives hostedApiKey ('always' |
  'conditional' | 'none') from each tool's `hosting`. The config itself
  stays excluded because it holds closures, but "does Sim host the key"
  is a first-order authoring question, so the answer is emitted.
- getCopilotToolDescription takes hostedApiKey as an option instead of
  reading `hosting` off the tool, so both an executable ToolConfig and
  the generated metadata can answer it through one shared derivation.
- principalUserId / allowedIntegrationTypes move out of
  lib/credentials/application/provider-catalog.ts into
  lib/integrations/principal-scope.server.ts. Two copies of the
  workspace integration gate would diverge first on the workspace-key
  path, which has no user for permission groups to key on.
- scripts/check-tool-registry-boundary.ts walked page.tsx/layout.tsx
  under app/workspace only, so a route importing the executable registry
  passed green. It now walks a list of entry sources, seeded with the
  four catalog route subtrees and the shared projection barrel. Routes
  are covered per subtree rather than wholesale because 122 of ~1,130
  route files legitimately execute tools.

Registry sweeps parse every block, tool, connector type, and enrichment
through its published response schema and compare against the wire
round-trip. They caught a real drift while being written: an operation's
inputs were typed as a union of the tool-param and block-input shapes,
and the union resolved to whichever member matched first, silently
dropping a block input's `schema`.

* docs(api): stop publishing a 413 GET /workflows/{id}/state cannot emit

* feat(v2): read upload-session state

Adds GET /api/v2/files/uploads/{uploadId}. Only DELETE was exported, so a
caller that lost track of a transfer could abort it but could not ask
whether the session was still alive, already finalized, or failed — the
resume story was missing.

Runs on a new files.upload.read operation at minimumRole 'read' rather than
reusing uploadCancel, which is a 'write': asking about a session must not
require permission to destroy it. The GET is a control leg like every other,
so it carries the signed upload token and re-authorizes the caller's present
workspace permission through reauthorizeWorkspaceUploadPurpose instead of
resolving the session on its id alone.

* fix(api): reconcile v2 catalog and workflow-authoring integration

Merging the catalog and workflow-authoring branches surfaced four issues
that neither produced in isolation.

- Route and OpenAPI counters were bumped to the same value on both
  branches, so git merged them as one change while the merged tree holds
  the sum. Corrects the route ratchet to 1142 and the workflows document
  to 29 operations (152 total), then regenerates the OpenAPI documents
  and the CLI surface from the reconciled contracts.
- The seven new workflow operations were published in the spec but absent
  from the workflow API reference groups, which `check:openapi` rejects.
- `route-policies.ts` reached `WorkflowOperationsNotAppliedError` through
  `apply-workflow-operations`, dragging the edit engine — and its diff and
  comparison dependencies, which reach a client OAuth hook — into every
  route that uses the shared workflow error policies. The class moves to
  its own leaf module, mirroring `WorkflowImportError`, and each importer
  now takes it from there.
- The operations route test shadowed that class inside its module mock, so
  `instanceof` matched a fake and the assertion pinned a message the
  production class never emits. It now uses the real class and asserts the
  real message.

* feat(v2): extract ZIP archives over the public API

Adds POST /api/v2/files/{fileId}/extract and widens files.extract_archive
from principalKinds ['session'] / workspaceApiKey 'deny' to admit personal
and workspace API keys at the unchanged 'write' role.

The widening is an authorization change, so the justification lives in the
operation's TSDoc: extraction grants no capability an API key lacks, since
every file it writes could be created one at a time through files.create and
files.upload.create, both already 'allow' at the same role. It only collapses
many calls into one. The previous ['session'] restriction read as an artifact
of the UI having been the only caller. Delegated services stay out — no
copilot or executor caller exists and admitting one is a separate decision.

The response is counts plus the destination folderPath, never the extracted
files: a large archive would otherwise materialize thousands of objects into
one body. Callers page GET /api/v2/files?folderPath=... instead. The use case
returns the internal display path and the adapter projects it to a v2 path,
keeping the use case surface-neutral.

* feat(v2): extract file text over the public API

Adds GET /api/v2/files/{fileId}/text. Text extraction previously sat behind
checkInternalAuth on /api/files/parse, a route that also mixes in external-URL
fetching, execution-file upload, and multi-file aggregation, so it could not be
reused. The parse call is lifted into a thin application use case instead.

Runs on the existing files.read_content operation unchanged — it is already
workspaceApiKey 'allow' at the read role, and turning bytes it already
authorizes into text grants no further reach.

`degraded` is a required, non-optional boolean on the response. The legacy doc
and ppt parsers deliberately return best-effort or placeholder content rather
than throwing, so an omittable flag would let a client that never checks it
treat guessed text as extracted text. It is reported honestly rather than
converted into an error, because the parsers' behaviour is deliberate and
characterization-tested.

The read is bounded on its input at 25 MiB before extraction rather than on its
output after, given the parsers' documented DoS history; a caller may lower the
ceiling but never raise it.

* feat(v2): restore archived folders and list the archived set

DELETE /api/v2/files/folders archives recursively, so a recursive delete was
unrecoverable over the API: the archived files stayed visible through
GET /api/v2/files?scope=archived, but nothing could rebuild the folder
structure.

Adds POST /api/v2/files/folders/restore, path-addressed like the rest of the
v2 folder family, and a `scope` selector on the folder list so a caller can
find the archived path to hand it.

`scope` extends the files folder-list query rather than the shared
v2ListFoldersQuerySchema: only workspace files have an archived folder set, so
adding it to the shared schema would give tables, workflows, and knowledge a
parameter they ignore. GET /api/v2/files/folders is a FULL_SET_LIST, not paged,
so no cursor binding changes — list-pagination.test.ts passes unchanged.

Restore resolves the archived folder from its path by scanning the archived
set rather than walking the live tree, which by definition does not contain
the folder being restored. The folder-restored analytics hook now reports the
folder actually restored rather than the requested selector, which carries no
id on a path-addressed surface.

* feat(v2): bulk-download a file selection as a zip

Adds GET /api/v2/files/bulk-download, an adapter over the existing
downloadWorkspaceFileItems use case and its internal binary route.

Path collision: a static segment beside [fileId] permanently shadows a file
whose id equals it, and workspaceFileIdSchema does accept [A-Za-z0-9_-]+.
Rather than invent a new shape, this follows the existing bulk-delete sibling:
the hyphenated form cannot be produced by either minted id shape (UUID v4 or
wf_<shortId>), so the shadowed id is unreachable in practice. Documented on
the contract so the reasoning is not lost.

Folders are addressed by path, matching the rest of the v2 file surface. The
paths resolve against the folder set the selection already loads, so it costs
no extra query, and a path matching no folder is rejected rather than silently
dropped — a misspelled folder must not yield a zip of whatever else was
selected. The empty-selection and folder-count guards now account for
folderPaths, which a path-only selection would otherwise have tripped.

Selections are comma-separated only: v2 rejects a query parameter sent more
than once, so a repeated-parameter form would never reach the schema. Pinned by
a test so the contract cannot advertise a form the boundary rejects.

* feat(v2): expose run output files and optional inline bytes on the runs read

GET /api/v2/workflows/{id}/runs/{runId} now reports the files a run produced,
each with the downloadPath that fetches its bytes, and can inline them as
base64 on request.

Gated by includeOutput, matching `output`'s nullability: a caller that did not
ask for output does not receive a file list it did not request. The async
execute request's rejection of includeFileBase64 is deliberately left alone —
at submit time the run has not happened, so there is nothing to inline; reading
a finished run is the first moment the question means anything.

Inlining is capped per file at the executor's 16 MiB inline ceiling, which a
caller may lower but never raise. A file above it answers 413 naming that
file's downloadPath, so the caller is told exactly how to get the bytes rather
than being left stuck.

The descriptor deliberately omits the storage key — files are addressed by id
and the key is re-derived from the run's recording — and omits an expiry, which
the recording does not carry and which would be fabricated if published.

The route becomes headSafe: false, since inlining reads object storage. The
builder enforces that this requires the use case to expose authorize(), so HEAD
still answers from a real authorization rather than from authentication alone.

* feat(v2): permanently delete an archived file

DELETE /api/v2/files/{fileId} only archives — the OpenAPI says its stored bytes
are never removed — so there was no way to actually destroy a file over the API.
Adds the repository primitive, application use case, operation, and
DELETE /api/v2/files/{fileId}/permanent.

A distinct path rather than a flag on the ordinary delete: a query parameter
that turns a recoverable archive into an irreversible destruction is set by
accident, and the two acts carry different minimum roles, which one route
declaration cannot express. The file must already be archived; a live file
answers 409 naming the archive step, so no single request can turn a live file
into lost bytes.

minimumRole 'admin', which forces workspaceApiKey 'deny' since the workspace-key
ceiling is 'write' — the desired policy anyway: unattended credentials should
not destroy bytes.

Row first, then object. The two legs commit independently, so one can survive a
crash between them: deleting the row first leaves at most an orphaned object for
the storage sweep, while the reverse would leave a live row pointing at bytes
that no longer exist — a file that lists and opens but can never be read. A
failed object delete is therefore reported as objectDeleted: false rather than
thrown, because the request has genuinely succeeded once the row is gone. Both
directions are pinned by failure-injection tests, verified to fail when the
order is reversed.

Audited as a distinct FILE_PERMANENTLY_DELETED action, not a reuse of
FILE_DELETED, which records the recoverable archive step.

* feat(api): v2 log analytics, itemized cost, filters, and sortable query

Adds the aggregate and rich-read halves of the public logs surface, and
fixes three defects the existing reads carry.

Aggregate analytics. `GET /api/v2/logs/stats` returns time-bucketed run
counts, success rate, error count, mean latency, and the window bounds,
per workflow and for the workspace. The first-party route was a raw
handler with inline SQL and inline aggregation, so it is split into a
repository (`lib/logs/stats-queries.ts`), a pure aggregator
(`lib/logs/stats.ts`), and an application use case. That route keeps its
legacy authorization — it answers a caller without workspace access with
a zeroed 200, where v2 conceals the workspace as a 404 — and consumes
only the two surface-neutral halves.

`segmentCount` had no `.int()`, `.min()`, or `.max()`, so `0` divided by
zero and `1e9` allocated two billion-element arrays: both caller-reachable
500s. Bounded on both contracts. `workflows` is capped, with the workspace
totals still computed from every workflow and the cut reported as
`workflowsTruncated`.

Detail reads gain the itemized `cost.items` ledger (`null` and `[]` are
distinct answers and both reachable) and `workflowInput`, restoring a
v1→v2 regression.

The list gains `workflowName` and `status` filters, and `includeJobRuns`,
which unions Chat and Sim-agent job runs into the sequence behind a new
`kind` discriminator — without it a job run is indistinguishable from a
run whose workflow was deleted. A filter no job row can answer drops the
branch outright rather than meaning two things across the union.

`POST /api/v2/logs/query` carries the additional sort columns. `GET /logs`
is untouched: its single `order` param rests on there being exactly one
sortable column, and both escapes from that are ruled out, so the rich
read gets its own endpoint — the split the table surface already ships.
It uses the shared keyset scheme with the two nullable sort columns read
through a sentinel, since a keyset cannot compare against null.

`folderPaths` now covers a folder's whole subtree on the public path, as
it already did everywhere else; it previously omitted every nested run
with no error. The path strings did not change, so a folder-scope version
is stamped into the cursor and in-flight tokens restart rather than
silently skipping rows.

Also fixes `folderName`, which ILIKEd `workflow.name` — a copy of the
clause above it — and so searched workflow names instead of folders.

`buildLogSortCursorCondition`'s `IS NULL` disjunct is documented and
pinned: under `NULLS LAST` the null block is only reachable through it,
so removing it as a duplicate-row fix makes those runs unpageable.

Ratchets: route count 1142 -> 1144; logs OpenAPI operations 2 -> 4; total
operations 152 -> 154.

* feat(api): v2 tables run state, dispatch polling, batch update, bulk, archive

Closes the headless gaps on the v2 tables surface.

- Per-cell run state is now readable through an opt-in `includeRunState` on
  `GET /rows`, `POST /query`, and `GET /rows/{rowId}`. The default projection
  is byte-identical; a page whose sidecar outgrows its byte budget is a 413
  rather than a silent truncation.
- Run dispatches are addressable: `GET /tables/dispatches/{dispatchId}`
  publishes the column's full four-state domain so polling a finished run is
  not a 500, and `GET /tables/{tableId}/dispatches` lists what is in flight.
- `POST /rows/batch-update` takes one distinct patch per row. Its transaction
  moved out of the Copilot-only module into a surface-neutral use case both
  surfaces now call.
- `GET .../enrichment/{groupId}` publishes the provider cascade, cost, and
  timing behind one enrichment cell.
- `POST /tables/bulk-move` and `/bulk-delete` reach the existing bulk use
  cases, which now accept folders by canonical path and resolve them inside
  the application layer.
- `DELETE` is recoverable: `scope=archived` on the table list plus
  `POST /tables/{tableId}/restore`.

* feat(api): expose knowledge chunks, tag writes, archive/restore on v2

Closes the knowledge cluster's remaining public-surface gaps.

Chunks: list/read/create/update/delete/bulk under
`/api/v2/knowledge/{id}/documents/{documentId}/chunks`. `queryChunks` gains
an `id` tiebreaker on every sort so the list pages on a keyset rather than an
offset — `tokenCount` and `enabled` are both non-unique, so a page boundary
inside a run of equal values used to repeat or drop the tied rows. The
internal offset caller is unchanged; the two positioning schemes share one
read.

Tag definitions: create, update, delete, next-slot, usage, and the
document-scoped save and cleanup. Without them a caller could write a tag
value into a slot with no definition and then had no way to name it, so
tag-filtered retrieval was unbuildable end-to-end. `v2KnowledgeTagSchema`
gains `id`, without which PATCH and DELETE are unaddressable. The
document-scoped DELETE is pinned to `action: 'cleanup'`: the domain's `'all'`
deletes the whole knowledge base's tag vocabulary from a document path.

Archive/restore: `GET /api/v2/knowledge/archived` as a sibling route rather
than a `scope` param — the two reads bind different operations and a v2 route
declares one — plus `POST /api/v2/knowledge/{id}/restore`. `knowledge.restore`
is a new workspace operation carrying `delete`'s policy, since an operation's
inverse must not be harder to reach; the internal session route now delegates
its workspace branch to the shared use case and keeps only the legacy personal
one.

Also: `POST .../documents/from-workspace-files` surfaces `addWorkspaceFiles`,
so a file already in workspace storage no longer has to be re-uploaded
byte-for-byte to be indexed; the `chunkingConfig` write widens to the
first-party five-key schema with its refines and separator bounds, while the
response stays `.catchall` so a legacy JSONB row cannot 500; and
`CONNECTOR_MANAGED_RESOURCE_READ_ONLY` joins `FORBIDDEN_DETAIL_CODES` now that
the bare 403 on connector-managed chunk writes is wire-reachable.

Document upsert is deliberately not included.

* feat(api): add v2 credential rotation and a gate-exempt capabilities endpoint

PATCH /api/v2/credentials/{credentialId} rotates service-account secret
material or renames a credential in place, preserving the credential id so
existing workflow, deployment, paused-run, connector, and webhook references
keep working. Re-posting to POST /api/v2/credentials answers 409, and
delete-and-recreate mints a new id, so rotation previously had no door.

The route is adapter-only: updateWorkspaceCredentialUseCase already owned the
rotation, its audit projection, and credentials.update. It gains one additive
assertedWorkspaceId field for the v2 workspace assertion, and the per-principal
credential-type table that deleteCredentialUseCase already applied is lifted
into requireManageableCredentialType so both operations share it. Without it a
personal API key could rename an env_workspace row and toV2Credential's throw
would surface as a caller-reachable 500.

CredentialProviderOperationError now maps to 503 with Retry-After when the
provider is unreachable, instead of the 400 its OrchestrationError('validation')
base projected. A transient outage rendered as a permanent input error invites a
caller to revoke a working credential.

GET /api/v2/meta reports the calling key's rollout cohort, type, and expiry.
It is the one route declaring the new typed gate: 'exempt' option, because the
rollout gate and the unknown-path catch-all answer byte-identical 404s and a
gated /api/v2/meta could never resolve that ambiguity. Authentication still runs
first, so the only fact disclosed is one about the caller's own credential.

* feat(api): publish deployment lifecycle and workflow-MCP v2 surfaces

Adds the four deployment-lifecycle operations v2 was missing, and the
workflow-as-MCP publishing surface, both as adapters over application use
cases that already existed.

Deployment lifecycle:
- PATCH /api/v2/workflows/{id}/versions/{version} relabels a version.
  Deliberately not the internal route's body-shape dispatch between
  "rename" and "promote to live".
- POST .../versions/{version}/activate promotes a version. Same use case
  as rollback under a different transition, on its own path because the
  two mean opposite things to a caller.
- POST .../versions/{version}/revert overwrites the draft. Accepts the
  literal `active` alongside a version number.
- PATCH /api/v2/workflows/{id}/deployment toggles unauthenticated public
  execution.

`workflows.public_api.update` widens from session-only to session plus
personal API key: it is an admin-role change the same accountable human
may make from a script. Workspace keys stay denied. Its EE refusal now
carries PUBLIC_SHARING_NOT_ALLOWED instead of a bare forbidden.

Workflow MCP servers:
- /api/v2/workflow-mcp-servers list, create, update, delete, plus
  publish and unpublish of a workflow as a tool. Named apart from
  /api/v2/mcp-servers, which registers the external servers Sim calls.
- The six mcp_servers.workflow_deployments operations widen from
  ['delegated'] to admit sessions and personal API keys; roles and the
  workspace-key denial are unchanged.
- The server list gains keyset pagination, matching its external
  sibling, since nothing caps how many a workspace publishes.
- Server, tool, and workflow reads move out of the use case into
  lib/mcp/queries.

Route ratchet 1150 -> 1160; OpenAPI operations 161 -> 171.

* feat(api): extract chat deployments and publish the v2 surface

Chat deployment was a shipped module with no public API and two
authorization systems: `lib/workflows/application/chat-deployments.ts`
had deploy/undeploy extracted, but only Copilot used them — the REST
routes reimplemented workflow authorization inline, and `PATCH
/api/chat/manage/[id]` additionally owned password encryption, the
auth-type field-clearing matrix, identifier uniqueness, the
redeploy-gating protocol with two 409s, a raw db.update, and a manual
recordAudit.

New `lib/chat-deployments` domain:
- `chat_deployments.list/read/update/delete`, keyed on the deployment
  whose workspace is derived by joining its workflow. Creation stays
  `workflows.chat.deploy`, which is keyed on the workflow.
- The PATCH extraction, including the field-clearing matrix and the
  asynchronous-cutover invariant the route had hand-mirrored from
  `performChatDeploy`.
- One `buildChatDeploymentUrl`, replacing three constructions that had
  already drifted onto two different host helpers. There is no chat
  subdomain, so nothing publishes a host.
- Repository reads moved out of the use cases into
  `lib/chat-deployments/queries`.

Internal routes are now adapters over those use cases. `GET /api/chat`
is deliberately not migrated: it scopes by `chat.userId` while every
other chat operation authorizes by workspace admin, and reconciling the
two is a product decision. `PATCH` keeps its 400 for an identifier
collision through a typed `ChatIdentifierInUseError`; v2 reports the
409 the condition actually is.

v2 surface at `/api/v2/chat-deployments`: list, create, read, update,
delete. Workspace-scoped, keyset-paged, and a stored password is never
readable — reads carry `hasPassword` only, and the session-only reveal
endpoint deliberately has no v2 counterpart.

Also: an email- or SSO-gated chat with an empty allow-list is now
refused in the use case rather than only at the internal boundary, since
it is unenterable; and the doc comment on `processHostedKeyCost`
claiming a `usageLog` write is corrected — no such write exists.

Route ratchet 1160 -> 1165; OpenAPI operations 171 -> 176.

* fix(api): close three review findings, two of them caller-reachable

- Run output files are filtered to keys under the run's own execution
  prefix. The recording they came from is not a trustworthy key source:
  the start block copies every caller-supplied input field verbatim into
  its output and `collectUserFilesById` accepts anything carrying the
  `UserFile` shape, so a caller could name any storage key and have the
  download and base64 paths — neither of which authorizes per file — serve
  it back.
- `getBlock` reads own keys only. `BLOCK_REGISTRY` is an object literal,
  so `constructor`, `toString` and friends returned inherited functions
  that every consumer then treated as a block, turning a path segment into
  a 500. `getToolMetadata` already guarded this way.
- A folder-scoped log page no longer unions in every job run in the
  workspace. The guard read `filters.folderIds`, which the public surface
  never sets — it carries the folder filter in `folderScope` — so the page
  contradicted the contract's promise that job runs are dropped whenever a
  filter they cannot answer is set.

Also: the log cursor stamps `includeJobRuns` only when it is on, so its
`.default(false)` no longer puts a constant in every fingerprint and
rejects cursors minted before it existed; and the `folderName` subquery is
scoped to the workspace and to workflow folders instead of scanning the
whole `folder` table.

* fix(api): close two more review findings, one an authorization bypass

- `workflows.operations.apply` no longer admits a workspace API key. The
  use case authorizes against three per-user policies — the EE permission
  config, block visibility, and credential reachability — and all three
  take a human subject. An actorless key has none, and both substitutes
  fail open: attributing to the workspace billing owner evaluates the
  batch as the least-restricted account in the workspace, and passing no
  user makes `getUserPermissionConfig` return `null`, which every caller
  reads as unrestricted. Either way a workspace constrained by an
  allowlist was edited as though it were not. Personal keys keep the
  capability, so headless editing is unaffected for a credential that
  names a human.
- `GET /workflows/{id}/state` reads its variables through
  `parseWorkflowVariables`, and the stored variable response schema drops
  the two assertions the column cannot honour. The column has carried a
  JSON string and a legacy array as well as the current record, the
  realtime `variable.add` op types `type` as `z.any()`, and the parser
  writes `name` through verbatim — so the input bounds on the read turned
  a stored workflow into a 500 on the endpoint that opens it. The write
  schema keeps them, which is where they can still be honoured.
- `GET /workflows?scope=archived` projects folder paths tolerantly.
  Archiving a folder cascades onto the workflows inside it but leaves
  their `folderId` dangling — which is why restore has to null it — so the
  strict projector threw a bare `Error` and took the whole page down with
  no cursor able to step past the row.

* fix(files): bind Start-block file keys to the executing workspace

The Start block derived a file's storage key by parsing the caller's own
`url`, which `isInternalFileUrl` matches on any host and
`extractStorageKey` returns verbatim — so a request body could name any
tenant's bytes. The key is now accepted only when its own layout names
the workspace the execution runs in, and every file is dropped when the
execution carries no workspace.

Also bounds `includeFileBase64` with an aggregate response ceiling and a
worker pool instead of an unbounded `Promise.all`, scopes the bulk
download's authorization resource to the workspace when folder paths are
requested, makes the folder-restore selector mutually exclusive at the
type level, and names the bound in the `maxBytes` validation message.

* fix(api): close v2 log review findings

Cursor scope: `scope` on the workflow and table lists carries
`.default('active')`, so it entered every fingerprint as a constant and
refused every cursor minted before the param existed — with the
"cursor does not match the requested filters" 400, which is actively
misleading for a caller that changed nothing. Both now stamp the
default as absent, so only a caller who asked for `archived` gets a new
sequence.

Dashboard stats: `maxWorkflows` capped the response, not the
allocation. Segment series are now densified after the cut instead of
before, so returning 200 series no longer materializes one
`segmentCount`-length array per workflow in the window. The aggregate
still sums every workflow, now from the sparse per-workflow maps.

Cost keyset: `cost_total` is an unconstrained `numeric`, so its anchor
travelled through `Number()` and was compared back at full precision —
rows differing beyond float64 collapsed onto one anchor. Adds
`decimalKey`, which carries the digit string and binds it `::numeric`.

Run detail: `cost_total` is a backfilled projection, so a run predating
the backfill reported `cost: null` even with a real ledger, making
`items` unreachable for exactly the runs the ledger explains. Falls
back to the ledger total.

Also caps the log folder-path index reads at MAX_FOLDERS_PER_WORKSPACE
like every other reader, publishing the folder-tree 413 on the four log
operations; reverts a dead `status` widening in `v2CommaListSchema`;
drops an unread `executionData` select; corrects the segment-count and
searchLogs prose; and replaces the sort-cursor SQL-text assertions with
a two-page walk over a fixture with a null block.

* fix(api): close knowledge v2 review findings

- widen knowledge.list_archived to the delete/restore policy so a workspace
  API key can discover what it may restore
- escape LIKE wildcards on the now-public chunk search
- derive tag slot capacity from TAG_SLOT_CONFIG per field type
- type updateKnowledgeBase's chunkingConfig as ChunkingConfig and project
  every declared field explicitly
- attribute a restore to the calling surface instead of a literal 'api'
- gate 'knowledge chunks batch-update' behind --yes, since it can delete
- present the tag-cleanup action from the parsed request rather than
  faulting on the domain result after the delete committed
- unbind asserted-scope workspaceId from the nested knowledge cursors,
  matching the table-row lists
- add executed-SQL coverage for the chunk keyset

* fix(catalog): close the catalog and registry-boundary review findings

The module-graph ratchet treated an entry with no baseline row as
informational, so the six catalog routes and the projection barrel were
unratcheted while the summary still read "within their module-count
baseline". An unbaselined entry now fails --check, the summary counts only
what was actually compared, and the baseline is re-recorded.

The Copilot block-metadata tool — the reason the shared projection exists,
6,756 modules down to 1,321 — was in no guarded subtree. It is now an entry
source and a catalog boundary root.

Catalog behaviour:
- hostedApiKey is gated on the deployment, so a self-hosted install reports
  none instead of promising 127 tools' keys it will never supply
- block detail resolves an unversioned base type to its newest version and
  projects through the viewer's visibility, so it can no longer 404 a block
  the list contains or name it differently
- offset-cursor ordering compares code units rather than the process locale
- projections copy every array they publish instead of handing out the
  registries' own
- an options function returning a thenable throws rather than silently
  widening the providers-store substitution across the event loop
- a throwing block projection costs the Copilot tool one block, not all of them
- the trigger-kind log returns to debug: chat/manual/api are entry-point
  kinds, not authoring defects

Also sweeps the custom-block detail branch against its response schema,
guards each projection module rather than the dead barrel over them, and
drops a provably dead branch in processHostedKeyCost.

* fix(workflows): close v2 workflow-authoring review findings

- Read a blockless draft back as an empty graph. `PUT /state` of
  `{ blocks: {}, edges: [] }` — the contract's own published example —
  deletes every block row, and the loader answers `null` for a blockless
  workflow, so the following `GET /state` answered 404 while the list
  endpoint still showed the workflow. Existence is the workflow row's to
  decide; the null is now projected as an empty graph.
- Rewrite the `readWorkflowGraph` authorization test so it can fail. It
  called `authorize?.()` and asserted only a negative, so deleting
  `authorize` or replacing it with a no-op both passed — the invariant the
  head-safe `HEAD` path depends on.
- Route `setWorkflowBlockEnabled` through `replaceWorkflowNormalizedState`,
  the same door the other two graph writes use, instead of writing the
  normalized tables itself without state preparation or custom-tool
  extraction.
- Count applied operations directly. Enablement refusals landed in the same
  skipped-item array and were subtracted from the operation count, which
  `Math.max(applied, 0)` then masked when it went negative.
- Give a `disabled_ancestor` refusal its own member of the published skip
  enum instead of reporting it as `block_locked`.
- Refuse an `atomic` batch whose credential or hosted API key would be
  stripped, and carry the dropped inputs in the 409 details.
- Publish the whole lint report — `sources`, `sinks`, `orphanBlocks`,
  `emptyOutgoingPorts`, `invalidBranchPorts`, `invalidConnectionTargets`,
  `fieldIssues`, and the `kind` discriminator on unresolved references —
  rather than only free-text reference prose.
- Stop reporting unresolved lint references as `inputValidationErrors`.
  `collectUnresolvedReferences` is read-only, so those values stay
  persisted; they were double-reported, and falsely as dropped inputs.
- Replace two unfalsifiable negative-principal tests, which used a
  principal kind `Exclude`d from `PrincipalKind`, with a reachable one.
- Nits: drop a stranded TSDoc block; assert the membership predicate in the
  selector-validator admin test; make the HEAD test assert a representation;
  assert the sanitized graph is what `replaceWorkflowState` writes; add a
  route test rejecting `baseGraph` in a v2 body; carry
  `principalAuditSource` on restore/duplicate/moveBulk audit; unify the two
  `base64MaxBytes` ceilings on `MAX_INLINE_MATERIALIZATION_BYTES`.

* fix(api): close seven v2 review findings, one an authorization bypass

Raise mcp_servers.workflow_deployments.update_server to admin: its body
carries isPublic, and a public server executes with no Sim credential, so a
write member could remove authentication from every workflow it publishes.
create_server already grants the same visibility at admin.

Pin the widened operations in registry tests — the six workflow-MCP ones,
the four workflow widenings, and files.extract_archive.

Reject secret fields on a credential that has no rotatable secret instead of
dropping them behind a 200, classify a non-transient provider 4xx as caller
error rather than a retryable outage, and reconcile a provider outage to 503
with Retry-After on all three surfaces.

Give /v2/meta a declarative principal policy through a new defineOperation
factory, carry the key expiry on the auth context instead of reading the
api_key table from the application layer, and make the impossible principal
branch an invariant error rather than a codeless 403.

Enforce the rollout-gate exemption at definition time, against the one
contract path it is reserved for, and remove the gate parameter from the
exported admission helper so the builder is its only door.

* fix(tables): bound the run-state sidecar, and close six v2 review findings

Enforces the 2 MiB run-state ceiling INSIDE the sidecar drain rather than
over its materialized result, refuses the unbounded query form paired with
it, and normalizes the two stored blobs the v2 surface publishes from bare
`as` casts.

- The run-state budget now travels into `loadExecutionsByRow`, which drains
  row ids in bounded chunks and refuses before fetching the next one. The
  post-hoc `requireBoundedRunState` walk is gone: it measured a spike that
  had already happened, and re-serialized every entry to do it.
- Both row reads that accept `includeRunState` cap the page at
  `V2_MAX_RUN_STATE_ROW_LIMIT`, and `POST /tables/{id}/query` additionally
  refuses the flag paired with `limit: 0`.
- `runState.status` and the enrichment cascade blob are projected onto the
  published shape before presentation; both were caller-reachable 500s on a
  well-formed read.
- `sim tables bulk-delete` now gates behind `--yes`, and the CLI sweep that
  should have caught it covers destructive non-DELETE forms.
- `POST /tables/{id}/restore` is idempotent (200, no audit) like its
  knowledge sibling, and bulk folder selection deduplicates after resolution.
- The batch-update backstop keeps the looser Copilot ceiling and says so in
  TSDoc: it is a backstop no surface reaches, because the contracts stop a
  v2 caller at 1000 and the Copilot tool stops itself at 5000. Each caller
  sees the bound that actually applies to it; neither surface's cap moved.

* fix(chat-deployments): close v2 chat review findings

Fixes the chat-deployments slice of the v2 review, several of which are
regressions the application-operation extraction introduced.

- Stop a `500` on schemaless JSONB: the response now declares a stored
  shape without bounds and `toV2ChatDeployment` projects
  `customizations`, `outputConfigs`, and `allowedEmails` onto it. The
  request schemas keep `.strict()` and their bounds.
- Restore the specific validation message on `POST /api/chat` and
  `PATCH /api/chat/manage/[id]`, and the deleted test that pinned it.
- Restore `chat_deployments.read` to workspace `admin`; the detail read
  serves the visitor gate.
- Narrow the list projection so `chat_deployments.list` can stay a
  `read` operation reachable by a workspace API key: `allowedEmails`,
  `hasPassword`, and `customizations` are gone from the list entry and
  available only from the admin-gated detail read. Serialized field by
  field so a field added to the detail shape cannot reach the list by
  default.
- Classify create-path failures: `performChatDeploy` carries an
  `errorCode`, so an in-flight deployment is a `409` and an invariant
  failure a `500` instead of every refusal being a `400`.
- Delete the callerless `GET /api/chat`, which served the encrypted
  password column with no response contract.
- Propagate undeploy infrastructure failures instead of concealing them
  as `404`, and return `ChatDeploymentView` from both delete paths.
- Name `CHAT_AUTH_MODE_NOT_PERMITTED` on the create path.
- Guard `getBaseUrl` inside `buildChatDeploymentUrl`, which otherwise
  throws on a self-host with no `NEXT_PUBLIC_APP_URL`.
- Correct the published allow-list claim: a replacement `allowedEmails`
  is applied after the auth-type clear, so it does survive.
- Assert `workspaceId` on the v2 detail routes and reconcile the
  concealment TSDoc with what the error policy actually renders.
- Move `resolveActiveWorkspaceApplicationContext` to the workspaces
  domain so chat-deployments no longer imports workflow application code.

* test(credentials): pin the reconciled provider-outage status

The internal route alone answered 502 where the v2 surface, the shared
status helper and `PROVIDER_OUTAGE_CODES`' own TSDoc all say 503. The
test pinned the divergence; it now pins the reconciliation, including the
`Retry-After` a 503 carries. Corrects a stale comment that still named
502 as the value callers see.

* fix(executor): restore cloud-storage Start files, dropped by the key rule

The ownership check accepted a key only when it could be parsed out of an
internal `/api/files/serve/...` URL. But the server-side uploader for run
inputs returns a *presigned cloud* URL whenever object storage is
configured, whose path is the bucket key — so every chat-deployment
attachment, API `files[]` payload and generic-webhook file field resolved
no key, and because normalization is all-or-nothing the entire `files`
input was dropped with no error. It passed locally and under vitest only
because the uploader falls back to an internal URL when no object storage
is configured, which is exactly why no test caught it.

The test is ownership, not provenance: a key is accepted when its own
layout names the executing workspace, whether it arrives directly or is
parsed out of the URL. Neither field has to be trusted, since both are
caller-authored and both are held to the same check. A payload whose key
and URL disagree is refused rather than resolved in the caller's favour —
a genuine uploader writes the two consistently, so only a forged pairing
is turned away.

`context` is now derived from the accepted key rather than read from the
payload or the URL's `?context=`, so an owned key can no longer be
labelled with a bucket its bytes do not live in — the hardening the
previous comment claimed but did not perform.

* fix(api): close four defects the fix pass introduced

- `resolveLatest` built a `RegExp` from the caller's block id and read the
  registry with a bare lookup, so the catalog detail route — moved onto it
  by the version-alias fix — routed around the `ownBlock` guard added for
  exactly this. `GET /api/v2/blocks/%5B` was a `SyntaxError` 500 and
  `.../constructor` an inherited function. Matched by string comparison
  now, the way `tools/tool-ids.ts` resolves the same convention, and read
  through `ownBlock`.
- The run-state byte budget was applied inside `queryRows` rather than at
  the callers that publish it, so the first-party table grid — which reads
  run state at five times the row limit and publishes no ceiling — turned
  a large page into a hard failure, with an error naming a parameter it
  does not expose. The budget is now an explicit option the public reads
  pass and internal callers omit.
- Three graph-write CLI commands shipped ungated because the sweep meant
  to catch them matched only the names already enumerated, so it could
  never fail. It now forces every non-`GET` operation into a destructive
  or non-destructive list, and the three carry confirmations.
- Unbinding `workspaceId` from the knowledge-documents cursor was right on
  the merits and wrong in effect: the value is constant per sequence, so
  removing it changed the fingerprint and refused every cursor already in
  flight. Restored there; the chunks list is new in the same change and
  keeps the cleaner reading.

* fix(api): resolve a detail read to a version the viewer can see

`getLatestBlockForViewer` took the newest version and then hid it, which
inverted the contradiction it was written to close: `slack_v2` and
`table_v2` are preview-gated while their v1 deliberately stays in the
toolbar, so an unrevealed viewer got a `404` on a detail read for a type
`GET /api/v2/blocks` was listing in the same breath. It now walks versions
newest-first and answers with the first one visible to that viewer.

Also:
- The chat password guard ran after `performFullDeploy`, so a request that
  could never succeed burned a real workflow deployment version and then
  answered 400. Its two sibling gate guards already refuse ahead of the
  deploy; this one now does too.
- The Copilot sub-block serializer published the registry's own `options`
  and `dependsOn` arrays by reference. Pre-existing, but the catalog
  projection this parallels copies every array it publishes precisely
  because they are process-global and shared by every request.

* fix(api): restore the locked read-modify-write and the password validator

Two findings verified as real regressions against staging, out of ten
checked — the rest were pre-existing, latent, or false.

`setWorkflowBlockEnabled` read the graph outside the row lock and wrote it
back inside a later transaction. The editor's own save takes that same
lock, so an autosave committing in the window was silently discarded: this
operation writes a whole graph, not a delta. The persistence primitive now
accepts a reader that runs after the lock is taken, and the toggle
re-reads and re-decides there. Its lock predicate is also scoped to the
workspace and to a live row again, so a workflow archived mid-flight is
refused rather than written.

The v2 chat-deployment contracts inlined their own password rule twice
instead of using `chatDeploymentPasswordSchema`, losing the refusal of a
whitespace-only password — which the internal contract rejects precisely
because it strands the deployment behind a password the visitor form will
not submit. Both sites use the canonical validator now.

* fix(api): one folder projection, one dynamic-provider list, honest 413s

- `toV2Folder` existed twice, and the second copy had been written without
  the name/path invariant — so a row the list read refuses loudly would
  have been served with a mismatched pair by the restore read. One
  definition, guard included.
- The catalog projection restated `DYNAMIC_MODEL_PROVIDERS` and had
  drifted by one member. Derived from the canonical list instead.
- The tables reads documented a `413` for run state that they cannot emit
  — the budget became opt-in, and the row limit is the bound now — so the
  claim is removed rather than declared. The workflow run read has the
  opposite problem: it genuinely emits one, on a single file *or* the
  run's inlined total, and declared neither. Now declared, and the
  sentence covers both.
- Reclassifies the operations staging added into the destructive sweep, so
  the triage stays exhaustive.

* fix(v2): classify storage and uniqueness failures, drop permanent file delete

- remove the permanent file-delete endpoint; the platform offers no such
  action in the UI, and its manager wrote outside a transaction with no
  storage accounting
- extract a generated document's text from its compiled artifact rather than
  its generation source, matching the download path; a `.pdf` source was a
  500 and a `.docx` source returned generator JavaScript as clean content
- report a run file whose object retention has already swept as 404 rather
  than 500, on both the inline base64 read and the download stream
- report a knowledge tag that loses at a unique index as 409, naming whether
  the slot or the display name is taken
- gate `workflows versions revert` behind a CLI confirm; it overwrites the
  draft graph and was classified non-destructive

* feat(v2): report lint from both graph writes and add dry-run previews

- `PUT /workflows/{id}/state` now returns the same `lint` report as
  `POST /operations`; an agent authoring a graph from scratch needs the
  findings at least as much as one editing incrementally
- extract the report into one shared builder so the two writes cannot drift,
  and one shared presenter so the wire shape is identical
- skip the credential/tool reference pass when the caller has no human
  subject, rather than resolving it against the workspace billing owner:
  that would misreport what the workflow can reach and disclose another
  person's grants. `lint.notes` says when it was skipped
- add `?dryRun=true` to both graph writes: validates and lints, persists
  nothing, records no audit, notifies nobody. A query param, not a body
  field, since the body of a PUT is the resource itself
- CLI: a dry run no longer demands `--yes`; requiring confirmation to preview
  a change teaches callers to pass `--yes` reflexively
- CLI: name the graph commands for their verbs — `workflows state get`,
  `workflows state replace`, `workflows operations apply` — instead of the
  derived `state list` / `state update` / `operations create`
- document when to use `rollback` vs `versions/{version}/activate` on both

* chore(docs): sync generated docs manifest for the new CLI pages

* feat(v2): add the missing workflow-MCP reads and align bulk naming

- add `GET /workflow-mcp-servers/{serverId}` and
  `GET /workflow-mcp-servers/{serverId}/tools`. The resource could be
  PATCHed and DELETEd but never read, and its tools could be published and
  unpublished but never listed — the server list reports tool names only, so
  nothing published the `workflowId` that addresses a tool for deletion.
  Both mirror `mcp-servers` beside them, and carry that family's
  workspace-API-key denial rather than the wider `mcp_servers.read` policy
- rename `POST /tables/bulk-move` to `POST /tables/move`, so tables matches
  the shipped `files` resource exactly (`move` + `bulk-delete`)
- name the CLI commands for their operations instead of the derived
  `... create`: `tables move`, `workflows move`, `tables bulk-delete`, and
  `tables rows update-each` for the per-row batch, which sits beside the
  existing filter-based `tables rows batch-update`

`POST /tables/{id}/rows/batch-update` keeps its name: a distinct payload per
resource is precisely AIP-234 BatchUpdate, and `bulk-` would have collided
one word away from the filter form.

* fix(v2): correct documented statuses and a caller-reachable 500

- duplicating a workflow into a locked destination folder answered 500:
  `FolderLockedError` is a plain Error carrying `status = 423`, which the v2
  error policy does not classify. Converted to OrchestrationError('locked')
  at the application boundary, matching the bulk-move path
- restore workflow promised a 413 for an oversized folder tree that its
  response list never published; the cap is real, so the status now is too
- move workflows and apply variables documented 409/423 they cannot emit:
  every per-item lock and conflict is reported in `failed`, not thrown
- bulk download and delete knowledge tag can both 409 and did not say so;
  cleanup tag definitions cannot and did say so
- apply workflow operations denies workspace API keys but never documented it
- the dry-run responses are not byte-identical to a committed write:
  `needsRedeployment` describes the pre-write state and persistence warnings
  cannot appear. Reworded rather than overclaimed
- read file text and get file upload are head-safe, so the "HEAD skips the
  effect" sentence did not apply to them

* fix(v2): guard tag field-type changes and publish the 415 every body route can return

- `PATCH /knowledge/{id}/tags/{tagId}` accepted a `fieldType` incompatible
  with the slot the tag already occupies. Slots are enumerated per field
  type, so a text tag could be relabelled `number` and every later read
  would interpret its values as the wrong type. Create checked this; update
  now runs the same two checks
- derive `415` from the contract the way `413` already is: the JSON builder
  answers UNSUPPORTED_MEDIA_TYPE for any body under a content type it cannot
  read, so all 100 body routes could return a status none of them published
- give version activation its own result component instead of publishing it
  as `RollbackResult`; the shipped rollback keeps that name
- correct descriptions that promised behaviour the code does not have: a
  `processingStatus` field never returned, a `gmail_send` resolution example
  that short-circuits, bucket widths that overflow the window, a bulk tag
  save that relocates rather than overwrites, and per-server tool names
  actually gathered under a page-wide budget
- drop 409 from three knowledge and upload reads that cannot emit it

* docs(v2): correct the upload transfer contract and 16 other published claims

The upload transfer step was documented as Sim's own data plane on every
deployment: "success is 204" and "a failure is the v2 error envelope". That
holds only when Sim stores objects itself. With object storage configured the
URL is the provider's presigned URL, so S3 and GCS answer 200 and Azure 201,
and a failure is the provider's XML — a client written to the old text reads a
successful cloud upload as a failure. Also states that part ETags do not need
retaining: completion takes no body because Sim lists the parts from the
provider itself.

Other corrections, all to shipped descriptions rather than behaviour:
- DELETE table and bulk-delete files archive rather than erase, and neither
  said so; bulk delete also cannot emit the 409 it declared
- complete knowledge upload published a 402 only the create leg can raise
- billing status conceals a foreign workspace id as 404, not the 403 its
  TSDoc and description both claimed
- audit entries null a folder's resourceId and strip folder ids from metadata
  at every level; neither redaction was documented
- details=full adds the workflow summary to workflow runs only, never to job
  runs; GET /logs folderPaths covers a subtree like its two siblings; getLog
  now carries the retention sentence
- list secrets returns description too, and the logs and resources documents
  described only part of what they serve

* improvement(api): consolidate the v2 surface and close seven defects

Endpoint consolidation:
- Fold POST /logs/query into GET /logs; add sortBy/sortOrder, cap the
  comma lists, and move the list onto the shared keyset codec
- Fold GET /knowledge/archived into GET /knowledge?scope=archived,
  matching files, tables, and workflows
- Re-home chat deployments as a singleton under the workflow they
  belong to; keep the workspace-scoped discovery list
- Move the tag-definition writes off the document path onto
  /knowledge/{id}/tags, where they already acted
- Nest the table export and dispatch reads under their parent table

Defects:
- Publish isPublicApi on the deployment read; it was write-only, so a
  workflow could be opened to unauthenticated execution unauditably
- Stop publishing raw storage keys and an unusable URL in log files
- Classify a chat-identifier unique violation as 409 rather than 500
- Fall back to the root path instead of throwing when a knowledge
  base's folder is archived
- Cap bulk-download at the ceiling it actually enforces
- Normalize variables through one helper on both graph write paths
- Fix a folder-name log filter that matched workflow names

Naming and gaps:
- Rename /files/{id}/extract to /unarchive, /rows/find to /rows/search,
  /rows/batch-update to /rows/bulk-update, /columns/run to /dispatches
- Type the last six generic [id] path segments
- Add table folder restore and id-addressed dispatch cancel

* chore(audits): record the v2 catalog routes in the boundary baseline

* fix(api): accept a null chat password and correct three published claims

- performChatDeploy validated `password: null` as a password, so the
  replace-shaped chat PUT answered 400 for every mode that owns no
  password — public (the default), email, and sso. The declared payload
  type has always allowed null, and the stored value is cleared by
  authType regardless, so null needs no validation of its own. The route
  test could not catch it: it mocks the orchestration module and pinned
  the exact null the real guard refused.
- Redirect the two docs slugs this branch retired that were genuinely
  published: findTableRows and runTableColumns.
- The table folder restore described an idempotent no-op for an already
  active folder; it answers 404. Say so, and say where the path comes
  from, since the tables folder list cannot yet report archived folders.
- Name the customizations exception to the chat PUT's replace semantics.
- A cursor-binding case used status=error, which is a level and not a
  status, so it failed contract validation and never reached the cursor
  check. Use an accepted value and pin the reason, not just the status.

* chore(cli): classify the new v2 chat operation as non-destructive

* feat(cli): expose canonical resource URLs

* fix(api): close three caller-reachable failures found by the final probe

- GET /files/{fileId}/text called parseBuffer unguarded, and parseBuffer
  signals every failure as a bare Error that no v2 policy classifies. A
  zero-byte upload or a mislabelled archive was an unhandled 500. Empty
  bytes now answer empty text — a zero-length file has no text — and
  unparseable bytes answer 409, matching the rendered-artifact resolver.
- GET /workflows/{workflowId}/state asserted write-side bounds over
  stored data. workflow_blocks.name and .type are bare text() and the
  realtime rename op accepts z.string(), so a block renamed past 255
  characters made the workflow unreadable, and unrepairable, over v2.
  The read shape now takes the same input/stored split the variable
  schema already had. Stored subflow conditions are coerced in the
  loader beside the existing numeric guards.
- GET /knowledge stamped scope into the cursor fingerprint
  unconditionally. scope defaults to active and is new on that list, so
  every cursor the deployed build handed out would have been refused
  with a message saying the caller changed a filter they never sent.
  Its siblings already carry the guard and the comment.

Also: POST /workflow-mcp-servers answers 201 like every other v2 create;
GET /logs/stats reuses the log list's entry ceilings; the execute and
resume routes install the media-type-aware 415 they publish; and a
rationale citing an endpoint that never reached the wire is corrected.

* fix(tables): carry the dispatch terminal timestamps through the stale sweep

Staging's abandoned-dispatch recovery builds its own `DispatchRow`, and
this branch had added `completedAt`/`cancelledAt` to that shape for the
id-addressed dispatch read and cancel. The merge was textually clean and
left the new mapping short two fields.

* fix(workflows): deny workspace API keys on the graph replace

`PUT /workflows/{workflowId}/state` stores blocks and their tool wiring
wholesale, but the policies deciding which of those a member may add —
the EE permission config and block visibility — take a human subject.
A workspace API key has none, and both substitutes fail open: the
billing owner is a different, typically less-constrained person, and
passing no user makes the permission lookup return null, which every
caller reads as unrestricted.

That made the replace a second graph-write door storing what its sibling
`POST /workflows/{workflowId}/operations` refuses, which denies workspace
keys for exactly this reason. Both doors now agree. Personal keys keep
the capability, so headless authoring is unaffected for a credential
that names a human.

* chore(api): drop the enrichment catalog endpoint

GET /api/v2/enrichments listed the code-defined table enrichments. The
per-row enrichment run detail stays; only the catalog read goes.

Removes the route, contract, response and query schemas, the semantic
operation, the use case, the projection module, its registry-boundary
entry, and the CLI command. The "not found" and "blank search" cases it
covered are repointed at the connector-type sibling so the shared
behaviour stays tested rather than deleted with it.

* improvement(api): make the workflow operations endpoint self-describing

Two things stood between this endpoint and a caller who has only the
published spec.

The accepted `params` keys existed only in the edit engine's source. The
spec said "the accepted keys depend on the target block type", so a
caller reading it could create a nameless empty block and nothing more —
while the Copilot tool catalog, over the same engine, has always spelled
out the envelope. That guidance now lives in the contract, shared by the
add, edit, and insert_into_subflow parameter schemas so the two surfaces
cannot describe one engine differently: `inputs` keyed by sub-block id,
`retry`/`triggerMode`/`advancedMode` beside it rather than inside it,
`connections` keyed by source handle, and `removeEdges` for dropping one
edge without restating the rest.

A `block_id` that is not already a UUID is replaced with a minted one,
and the mapping was computed and then dropped. A caller could not
reference the block it had just created except by re-reading the graph
and matching on name. The engine now returns it and the response
publishes it as `mintedBlockIds`, with the in-batch versus cross-request
rule stated in the operation description.

* fix(api): close the pre-merge scan's blocking findings

Docs and public wire, all of it permanent surface once released.

- Two published tag groups, Catalog and Meta, had no sidebar entry in any
  locale, so six operations shipped unbrowsable. Added to all six, and a
  test now fails when a published tag has no entry.
- deleteWorkflowChatDeployment pointed callers at DELETE on /deployment;
  the undeploy verb is on /deploy.
- PUT /state still promised workspace API keys a degraded lint pass after
  the operation began rejecting them outright. It also lived in a
  single-quoted string, so the shared clause would not have interpolated.
- POST /tables/move took targetFolderPath as nullable-but-required, which
  rendered the CLI flag as a required `<json|@file>`: `--to /Archive`
  failed to parse and omitting it failed outright, while the docs said
  "omit for root". Now optional and a plain string, matching
  POST /files/move; the route supplies the null the use case wants.
- Table dispatch status and row run state published `cancelled` beside
  imports, exports, and job state publishing `canceled`, and the note
  explaining the split was wrong about its own sibling. Both new schemas
  now publish `canceled`; the stored column is unchanged and mapped at
  the presenter. The shipped `cancelled` count field is left alone.
- applyWorkflowVariables can answer 423 and both workflow-MCP deletes can
  answer 409; none declared it. Hand-assembled error lists replaced with
  the shared sets.
- /files/{fileId}/unarchive became /unzip. `extract` reads as "extract
  text" and `unarchive` reads as the inverse of restore on a resource
  where archived means soft-deleted; unzip collides with neither and is
  what the implementation calls itself.

* improvement(cli,docs): finish the naming and clear the enrichment leftovers

- Four single-record GETs derived to `list` while returning one thing:
  meta, a workflow's chat deployment, log stats, and file text. Renamed to
  `meta status`, `workflows chat status`, `logs stats`, `files read`,
  matching the `workflows deployment status` correction already in this
  branch. None of the old spellings shipped.
- Dropped five `renamedFrom` aliases pointing at spellings that never
  existed, each of which built a hidden command and a permanent
  deprecation warning for argv nobody could have typed. `tables rows find`
  keeps its alias — that one really shipped.
- Removed the enrichment catalog from three prose sites left behind when
  the endpoint went: the resources spec description, its Catalog tag, and
  the contract and pagination-test comments.
- Documented the six new command groups in the CLI index table. That page
  is a guide page, so the docs staleness check cannot flag it.
- Published the `customizations` exception to the chat replace semantics.
  It was in the route TSDoc and invisible to every caller reading the
  spec, which is where the claim "Replace, not merge" is made.

* improvement(cli): use batch- for the tables bulk delete, matching its siblings

The CLI renames a bulk form only when it would collide with its singular
sibling, and uses AWS's `batch-` prefix when it does — `files
batch-delete`, `tables rows batch-delete`, `knowledge chunks
batch-update`. `tables delete` exists, so `tables bulk-delete` was that
same rename reaching for the other word, and the only `bulk-` command on
the surface. No `bulk-` CLI command has ever shipped, so this costs
nothing now and would be permanent later.

`files bulk-download` keeps its name: there is no `files download` to
collide with, and it is one archive rather than N operations. Its config
block now says why it exists at all, since the command is never built —
the builder skips non-JSON response modes, but the contract sweeps still
read the entry and require the folder-path field to be marked.

* fix(workflows): allow operations on blockless drafts

* feat(workflows): add manual and run-from-block execution

* fix(cli): update workflow run description test

* fix(tests): align fixtures with current contracts

* fix(api): derive chat activity from workflow deployment

---------

Co-authored-by: Theodore Li <theo@sim.ai>
2026-08-25 04:19:34 -04:00
Waleed 49a3399dd2 fix(ui): unify branded error pages (#7057)
* fix(ui): unify branded error pages

* fix(desktop): match canonical chip chrome

* test(ui): update error chip mock

* fix(desktop): package offline font reliably
2026-08-24 20:42:41 -07:00
Vikhyath Mondreti 0a5b3801ea feat(secrets): let workspace secrets opt out of redaction (#7045)
* feat(secrets): let workspace secrets opt out of redaction

* fix(secrets): certify no sandbox exemptions once the registry is incomplete

* feat(secrets): carry visible secret values on the v2 list and document visibility

* fix(secrets): read visible values by own property so prototype-named secrets cannot poison the list
2026-08-24 13:46:57 -07:00
Waleed edf07ec3cd fix(vllm): support LM Studio endpoints (#7036)
* fix(vllm): support LM Studio endpoints

* fix(vllm): validate compatible base URLs

* fix(vllm): guard discovery URL validation
2026-08-24 10:58:07 -07:00
528b34f564 fix(workflow): hide idle nested subflow end handles (#6976)
* fix(workflow): hide idle nested subflow end handles

* perf(workflow): avoid repeated subflow edge scans

* perf(workflow): stabilize subflow edge selector

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-24 00:58:03 -07:00
Theodore Li bbf408bf30 fix(security): harden public auth rate limits (#6997)
* fix(security): harden public auth rate limits

* fix(security): fail closed without client IP

* fix(security): backstop public OTP requests

* fix(security): preserve independent rate-limit backstops
2026-08-22 21:51:58 -04:00
Vikhyath MondretiandClaude Opus 5 81ff24a2fc improvement(secrets): gate Copilot code mounting at use level (#7004)
* improvement(secrets): gate Copilot code mounting at use level

Mounting a saved secret into Copilot code required credential-admin on that
key, while a workflow Function block resolves the same secret for the same
person at use level through getPersonalAndWorkspaceEnv. Copilot reaches that
path itself — edit_workflow plus run_workflow — so the admin bar contained
nothing. It redirected a Credential Member through a detour that mutates a
persisted workflow, while the direct path is ephemeral and files a usage row.

The inconsistency was also internal to Copilot: the secret names advertised to
the model come from getAccessibleEnvCredentials and getPersonalAndWorkspaceEnv,
both role-agnostic, so Copilot listed every secret the caller could use and
then refused to mount all but the admin ones.

Widen the workspace and shared-personal predicates to any active grant, and
drop the matching role filter from the query. Workspace write is still
required, revoked and pending grants are still refused, and a caller with no
grant still gets nothing.

The view gate stays where Copilot cannot route around it: values remain masked
under Settings, and See usage remains admin-only, so a member's use is
recorded for whoever can rotate the key. Model-egress projection is untouched.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* docs(secrets): stop implying Personal secrets are shareable

The Copilot code-execution paragraph listed "any secret shared with you as a
Credential Member or Credential Admin" among what mounts, which reads as though
a Personal secret can be shared. It cannot through any product surface:
CredentialMembersSection renders only for workspace secrets and OAuth
credentials, and the personal-credential sync only ever grants the owner.

Narrow the sentence to Workspace grants. The comparison table's "Only you can
use" row for Personal was correct and is left alone.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-22 18:33:04 -07:00
Theodore Li 8104c33bba Fix knowledge connector sync follow-up (#6927)
* Fix knowledge connector sync follow-up

* Fix connector sync pause race

* fix(knowledge): surface connector sync dispatch failures

* fix(knowledge): make connector sync recovery durable

* fix(knowledge): deduplicate connector sync dispatches

* fix(knowledge): preserve pending connector syncs

* fix(knowledge): lock connector sync snapshot
2026-08-22 20:50:48 -04:00
c26529a82e feat(bitbucket): add repository webhook triggers (#6934)
* feat(bitbucket): add repository webhook triggers

* fix(bitbucket): harden webhook trigger delivery

* fix(bitbucket): address final trigger review

* chore(bitbucket): address review conventions

* fix(bitbucket): harden triggers and connector sync

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-22 15:23:35 -07:00
Waleed 8937bb3550 fix(kb): let the server say a connector sync is queued (#6968)
* fix(kb): let the server say a connector sync is queued

The connector chip inferred "a sync is coming" from `createdAt` inside a
2-minute window, because nothing on the row distinguished a queued sync from
an idle connector until a worker took the lock. The guess was wrong under
queue backlog and under client clock skew, and it forced a pile of client
state to stand in for it.

Adds `pending`, written as the sync is handed to the queue and cleared when a
worker takes the lock or the hand-off is found to have been lost. It is a
phase of the same lock `syncing` holds, so it opens the lease and takes an
ownership token the same way — the lease is what the scheduler ages a stranded
queue entry against (`updatedAt` cannot serve: a pending connector is still
editable, so any unrelated write would renew the recovery it should trigger),
and the token is what proves a late release belongs to this dispatch.

Deletes the 2-minute window, the in-flight id sets, the 5-minute cooldown
timers and the forced re-render they needed. The cooldown lived in a ref
inside a modal, so it evaporated whenever the modal closed; the disable now
comes from durable server state and is shared across tabs.

Also fixes, all found while tracing the lifecycle:
- An on-demand sync on a paused or disabled connector silently resumed it for
  good. Nothing could put the pause back: success writes `active`, a lost
  queue entry writes `error`, and the due-sweep keeps syncing that. Refused.
- A failed hand-off no longer advances the connector's auto-disable breaker. A
  queue outage would otherwise increment every connector in the fleet until
  they all disabled themselves for a fault that was never theirs.
- Manual sync on an established connector gave no feedback at all: the poll
  only ran while the predicate matched, which it never did.
- Four over-broad invalidations that refetched every cached chunk page and
  chunk search in a base when one connector document was excluded.
- The dead-process reporter re-sent a PATCH per stale document on every poll.

* fix(kb): refuse to start a queued run on a paused connector

The queue outlives the decision to sync. Pausing a connector after its run was
queued cleared the queue entry's token but left the task itself alive, and the
lock CAS accepted any row that was not already `syncing` — so the worker took
the paused row and wrote its own terminal `active` over the pause.

Moves the rule to the two points that can enforce it: an explicit
`LOCKABLE_CONNECTOR_STATUSES` allowlist on the lock acquisition, and the same
allowlist on `markSyncPending`, which closes the mirror race where a dispatch
already in flight rewrites a just-paused row back to `pending`. Queueing and
starting now agree on one rule, and a skipped hand-off is reported as its own
outcome rather than a concurrency conflict.

Also patches the connector detail cache alongside the list on an optimistic
status write, so an already-expanded card starts its own sync poll instead of
showing stale history behind the list's spinner.

* fix(kb): make a queued sync prove it is the run that was queued

`markSyncPending` minted an ownership token but only `releaseFailedDispatch`
checked it, so the worker could consume a queue entry that was not its own. A
task delayed past its lease is reclaimed and replaced; the status check alone
let that stale task take the replacement's entry and run superseded options —
a plain sync where the user had just asked for a full resync — while the
replacement was turned away as `sync_in_progress`.

Carries the token in the task payload and matches it at lock acquisition, the
same discipline `holdsSyncLockToken` already applies to the `syncing` phase,
extended to the phase before it. A superseded run is now reported as such
rather than as a concurrency conflict.

The payload field is optional for the rollout window only: tasks already in
the queue carry no token, and stranding them would be worse than letting them
fall back to the status check for one deploy.

* fix(kb): report a paused connector as paused, not superseded

Pausing a queued connector releases its token, so testing ownership before
status reported every pause-while-queued — the common case — as a superseded
dispatch. The mismatch is the symptom there; the status is the reason.

* fix(kb): stop a status update landing on a run that already started

The update's guards ran against a row read moments earlier and the write
carried no compare-and-set, so a worker taking the lock in between meant the
write landed on a `syncing` row — overwriting the run's status and, because
leaving `pending` also clears the lock columns, wiping the token its heartbeat
and terminal write match on. That stranded a sync that had already begun.

The write is now conditional on the status the request was authorized against,
and a lost race is reported as a conflict rather than "not found".

Also restores the in-flight guard on the pause control. The optimistic status
flip relabels it Pause -> Resume immediately, so a second click could send
`active` before the first pause settled and resume a connector the user meant
to pause. Read from the mutation's own pending state rather than the local id
set this PR removed — React Query already knows which row is in flight.
2026-08-21 20:53:16 -07:00
Vikhyath MondretiandClaude Opus 5 71129cd112 feat(custom-blocks): let a publisher decide whether their block's runs reach consumer traces (#6950)
* feat(custom-blocks): let a publisher decide whether their block's runs reach consumer traces

Joining a custom block's child run into its caller's trace shipped on by default,
gated at read time by whether the person reading could already open the source
workspace. That gate is doing the wrong job: a custom block's whole point is that
consumers need no access to the source, so the check refuses exactly the readers
the feature exists for, and it makes the answer depend on who is looking rather
than on what the block's owner agreed to publish.

The decision moves to the party whose data it is. `custom_block.trace_child_runs`
is set by the publisher in Settings, applies org-wide, and is the entire policy —
nothing downstream re-checks a caller. `getCustomBlockAuthority` already resolves
per invocation and is the one lookup both the canvas handler and the Agent-tool
runner pass through, so one column covers both surfaces and no consumer input can
assert it.

It defaults to FALSE. With the viewer check gone, an opted-in block publishes the
source workflow's block names, inputs, outputs, and prompts to anyone who can read
a consuming workflow's log. That is the same boundary curated outputs and redacted
errors hold, so it opens by an affirmative act of the publisher or not at all —
never as the residue of a column default on rows nobody revisited.

Closed means the handle is withheld outright rather than persisted behind a flag:
with no `childExecutionId` there is nothing for a reader, a migration, or a later
refactor to join. What replaces it is a `_childTraceDisabled` marker, because a
boundary span with no children renders exactly like a leaf block and an untraced
run would otherwise read as one that did nothing. The consumer-facing failure
`ref` is untouched either way — it is the only thing that makes an untraced
failure reportable.

Custom blocks invoked as Agent tools now join too. The child's handle already
reached the agent's persisted `toolCalls[].result` (`postProcessToolOutput` strips
only `__`-prefixed keys); nothing lifted it onto the tool span. Both span builders
lift and strip it, and `hydrateChildTraces` needs no change — its boundary walk
already recurses. The same handle is stripped from the model-facing copy of the
tool result in `executeProviderTool`, the single point where the raw and model
copies diverge: an opaque execution id in a tool result reads to a model like data
the tool returned.

The live SSE stream keeps one condition beyond the policy: an identified consumer.
Not an authorization check — no workspace query — but chat deployments and the
public API leave `liveTraceViewerUserId` unset because their consumer may be
anonymous, and opting into org-wide tracing is not consent to stream a publisher's
raw agent tokens to the internet.

Copilot deliberately cannot set the field; exposing a team's internals org-wide is
a human decision, not one an agent makes while publishing on their behalf.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(custom-blocks): read the publisher's trace policy at read time, not from the handle's presence

Treating a persisted `childExecutionId` as proof of publisher consent is only true
for handles this PR's writer produced. Every handle written before it meant
something else — "a child ran; authorize the reader" — and the rows carrying them
outlive the migration, so removing the reader check turned them into an open door:
a consumer could open an old parent log and receive the source workflow's block
names, inputs, outputs, and prompts from a block whose publisher never opted in.

`hydrateChildTraces` now resolves the policy live, per boundary, from
`custom_block.trace_child_runs`. The child log row's `workflowId` is the key —
publish enforces one block per workflow — which also covers an Agent-tool boundary,
whose span carries no block type to look up. A workflow with no block row (never
published, or since deleted) has no publisher left to consent and stays shut, as
does a failed policy read.

This is not redundant with the write-time withholding. The handler still emits no
handle for a block that was closed when the run executed, so such a run stays
closed forever even if the block is opened later; this check decides whether the
runs that DO carry a handle may still be shown. Turning the policy off therefore
also closes what is already recorded, which is what a governance switch has to do
to mean anything.

Reported by Greptile on #6950.

Also drops `any` from the trace-policy tests: outputs read through
`Record<string, unknown>` (the handler's declared return does not name these
internal keys) and failures narrow through `ChildWorkflowError.isChildWorkflowError`,
which pins the failure type as well as its fields.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(logs): sum the child-trace drop counters from the struct, not a hand-listed set

`totalDropped` re-listed four of the five counters, so a read whose only drops were
policy refusals computed zero and skipped the log entirely. That is the commonest
drop there is now — every handle written before the publisher policy existed refuses
at that gate — so the one signal telling an operator the live check is closing joins
went silent exactly when it started mattering.

Summed from the struct instead. A hand-maintained list beside a struct is stale the
moment a field is added, which is precisely how `policyClosed` was left out.

Reported by Cursor Bugbot on #6950.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* chore(db): renumber the custom-block trace migration around a 0299 collision

Staging landed its own 0299 (`table_run_dispatches.heartbeat_at`) while this
branch was open. The two migrations are independent — different tables, no shared
statement — so only the number and drizzle's snapshot chain collided.

Regenerated rather than hand-merged: a drizzle snapshot is a full-schema dump
whose `prevId` links it to its parent, so editing one by hand to sit after a
migration it was not generated against is how the chain silently stops matching
the database. Staging's 0299 and its snapshot are taken verbatim; this is 0300,
generated against them, and its SQL is byte-identical to what it replaced.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-21 18:21:08 -07:00
Siddharth Ganesan 58aa6379e0 feat(cli): add chat command (#6937)
* feat(cli): add chat command

* fix(cli): harden chat command execution
2026-08-21 12:59:08 -07:00
Waleed dbbe99e473 fix(integrations): validation pass over Crunchbase, PitchBook, and CB Insights (#6925)
* fix(crunchbase): widen tier-gated collection allowlists and cap the deleted feed

The deleted-entity, autocomplete, and fields-metadata allowlists each held only
the collections the narrowest package tier publishes, so requests valid on a
richer package were rejected locally before any request went out. An Advanced
Financials key could not read the funding-round deletion feed at all.

- deleted-entity collections: 9 -> the 14-collection union across all tiers
- autocomplete and fields-metadata: 14 -> all 43 collections
- clamp the deleted feed to its documented max of 25, not Search's 1000
- offer "All collections" so the cross-collection feed stays reachable
- name the richer-tier card additions instead of presenting the base set as exhaustive

Also rewrites a test that asserted the broken behavior and tightens a
substring URL assertion that passed on the value it was meant to reject.

* fix(pitchbook): stop a rejected API key reaching block output and logs

PitchBook's 401 body echoes the submitted key back inside `message`. No
PitchBook tool declared an `errorExtractor`, so the failure fell through to the
generic chain, whose first entry returns `data.message` verbatim — putting the
credential in the block error, the run log, and any agent context reading the
failure. The existing scrubber sat in `transformResponse`, which never runs on a
non-ok response.

- add a `pitchbook-errors` extractor that replaces the unauthorized message with
  a fixed string, and wire it through all 91 tools
- the extractor returns undefined unless the body carries a `message`, so a
  foreign 401 on the shared fallback chain is never labelled a PitchBook failure
- correct `investor_preferences.preferredIndustry` to the shape the API returns
- make `company_industries.emergingSpaces` opaque; its item shape is undocumented
- reject a non-list of article ids instead of throwing a bare TypeError

* fix(cbinsights): reject malformed input instead of silently rescoping a billed query

CB Insights is metered, so a filter that fails to parse must fail the request —
dropping it does not narrow the result, it charges for a query the caller never
asked for.

- reject an unrecognized boolean rather than dropping it, which had been
  widening a VC-backed firmographics search
- reject a non-numeric limit instead of falling back to the endpoint default
- reject non-text filter entries instead of stringifying them to "[object Object]"
- accept only asc/desc for sort direction; a typo had returned the bottom of a
  metered result set as though it were the top
- treat a whitespace-only numeric bound as unset, not as zero
- drop `totalHits`/`totalHitsRelation` from list business relationships; that
  endpoint reports no total, so both were permanently null
- trim `nextPageToken`, matching the id fields

Also moves the token cache onto `lru-cache` per the in-process caching rule,
replacing hand-rolled TTL arithmetic and a manual prune.

* chore(harmonic): drop the team-key help text from the credential descriptor

* chore(tools): regenerate tool metadata for the validation fixes

* fix(tools): redact the retained error body, not just the message

Scrubbing the extracted message left the raw provider body reachable:
`createTransformedErrorFromErrorInfo` attaches `errorInfo.data` to the thrown
error and the executor surfaces it on the failed tool's `output.data`, so a
PitchBook key rejected with an echoing 401 still reached block output and agent
tool results via `output.data.message`.

- add an optional `redactData` to the error-extractor contract, so an extractor
  that exists because a provider echoes a credential can replace the body too
- retain `redactErrorData(errorInfo, extractorId)` in place of the raw body
- PitchBook replaces only the unauthorized body; every other failure is untouched
- cover the executor path itself, since asserting on the redactor directly still
  passes when nothing is wired to it
2026-08-20 22:22:28 -07:00
Theodore Li 5b28da1989 fix(tables): accept plain row query predicates (#6916)
* fix(tables): accept plain row query predicates

* fix(cli): show table predicate group syntax
2026-08-20 20:48:47 -04:00
42f6287911 feat(byok): add organization-wide key inheritance (#6834)
* feat(byok): add organization key management

* feat(byok): inherit organization keys at runtime

* feat(byok): add organization scope to BYOK settings

* fix(byok): refresh org key state after mutations

* fix(byok): hide stale inherited status badges

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

Staging independently claimed 0293. Remove ours so the merge is clean;
it is regenerated at the next free index right after.

* chore(db): regenerate byok migration at 0296

Staging claimed 0293-0295 during the merge; the regenerated SQL is
byte-identical to the dropped 0293.

* docs(byok): document organization scope, precedence, and the full provider list

The BYOK section described workspace-scoped keys only. Add the organization
scope, its Enterprise requirement, the per-provider precedence rule, what an
entitlement lapse does, and the Pi sandbox exposure. Refresh the provider
table from the settings page, which had drifted from 14 to 34 entries.

* feat(byok): open organization keys to every organization plan

Organization BYOK was gated on Enterprise, but an organization is the only
thing that can hold the keys, so every plan that can own an organization
should qualify — Pro for Teams, Max for Teams, and Enterprise.

Add checkOrgPlan/resolveOrganizationPlan beside the Enterprise pair rather
than widening checkEnterprisePlan, so the Enterprise-only gates (Access
Control, whitelabeling) are untouched, and restore
resolveOrganizationEnterprisePlan to module-private now that BYOK no longer
needs it.

* perf(byok): cache the organization entitlement, not the key material

getBYOKKey runs once per agent block and once per hosted-capable tool call,
so a loop over N items resolved N times — and each organization-inheriting
resolution paid three sequential billing queries on top of the two key reads.

Split the two reads by staleness tolerance. Key rows stay fresh, because
revocation must be immediate. The entitlement is a billing gate that tolerates
bounded staleness in the harmless direction (a lapsed organization keeps using
its own key for <=60s), so cache it per organization with an in-flight share so
concurrent blocks issue one query set. The management surfaces keep reading it
fresh, so an organization that just upgraded is never told otherwise.

Also run the block check and subscription read in parallel inside
resolveOrganizationPlan, and carry the resolved scope on BYOKKeyResult so a log
line can say whether a run used the workspace's key or an inherited one.

* feat(byok): let workspaces store the Z.ai and Cohere keys the runtime reads

Both ids were already in the BYOK contract enum and both are resolved at
execution time — getApiKeyWithBYOK reaches 'zai' (GLM models are in the hosted
catalog, so the BYOK branch runs), and 'cohere' backs both the Embeddings block
and Knowledge Base reranking — but neither appeared in the settings list, so
there was no way to store the key either path looks for.

Cohere had no icon; add one from the official multi-color mark so it stays
legible on a light and a dark page.

Cohere's embed-v4.0 is kbEligible:false, so the description says 'Embeddings
and Knowledge Base reranking' rather than claiming KB embeddings.

* improvement(byok): shorten the workspace scope chip to 'Workspace'

It sits beside 'Organization', so the scope reads from the pair; 'This'
only added width.

* fix(byok): do not cache a billing outage as an unentitled organization

resolveOrganizationPlan maps a failed billing read to false, which is
indistinguishable from a real plan lapse. The entitlement cache stored that,
so one transient outage held the gate shut for the full TTL and every
inheriting run silently fell back to a metered hosted key — and the cache's
rejection path, which exists to prevent exactly this, was unreachable.

Give the resolver the onError option its neighbours already have and let the
cached read ask for 'throw', so a failure stays out of the cache and the next
resolution retries. Behavior for the call that saw the error is unchanged:
getBYOKKey still fails closed.

Reported by Cursor Bugbot.

* fix(byok): propagate the subscription read's failure too

The previous commit threaded onError through resolveOrganizationPlan's own
catch, but getOrganizationSubscriptionUsable soft-fails to null on its own, so
a failed subscription read still arrived as an ordinary 'no usable
subscription' and returned a successful false — which the entitlement cache
then stored for the full TTL. Thread the option into that call as well.

Test it at the billing layer rather than the cache layer: the entitlement test
mocks resolveOrganizationPlan wholesale, so it could never have caught this.
Verified the new test fails against the previous commit.

Reported by Cursor Bugbot.

* refactor(byok): cache the entitlement with LRUCache, like copilot entitlements

The hand-rolled version reinvented three things the codebase already has a
canonical answer for. lru-cache is a declared dependency of apps/sim and
lib/copilot/entitlements.ts already caches an entitlement with it — by storing
the in-flight Promise, which is what makes concurrent callers collapse onto one
resolution with no in-flight bookkeeping at all. TTL and the size bound come
from the library.

That removes the second Map, the manual eviction (and its interaction with an
in-flight entry), and the dead value-while-refreshing state: 23 executable
lines. The one thing the library does not cover is dropping a rejected promise
so a billing outage is not cached for the TTL, which is kept and pinned by a
test that fails without it.

TTL expiry is no longer re-tested — that is the library's behavior, not ours,
and lru-cache reads its clock at module load so faking timers never moved it.

* refactor(byok): coalesce the entitlement read with the shared singleflight

lib/concurrency/singleflight.ts is the codebase's coalescing primitive and
oauth/credential-service.ts already pairs it with a read-through cache. Adopting
that shape fixes a case caching the promise directly did not: a *hung* billing
read wedged every caller for the full 60s TTL, where coalesceLocally evicts and
rejects at its settle deadline.

It also removes the hand-rolled rejection eviction — the cache is written only
on the success path, so an outage leaves no entry by construction.

The cache now holds booleans, which introduces the one trap worth a test: a
truthiness check would read a cached false as a miss and re-query billing on
every resolution for lapsed organizations. Pinned.

* fix(byok): keep an abandoned entitlement producer from writing the cache

coalesceLocally does not cancel a producer it timed out — its docstring says so
explicitly — so writing the cache from inside the producer let a late billing
result overwrite a fresher answer a retry had already cached, and hold it for a
full TTL.

Move the write onto the value the caller actually received. A caller that timed
out throws before reaching it, so an abandoned producer now resolves into
nothing. The test reproduces the overwrite and fails against the previous shape.

Reported by Cursor Bugbot.

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
2026-08-20 17:45:28 -07:00
ea70f8dcf1 feat(harmonic): add contact workflow integration (#6902)
* feat(harmonic): add contact workflow integration

* fix(harmonic): sync docs manifest

* fix(harmonic): address integration review findings

* feat(harmonic): add the missing people endpoints and fix two error paths

Extends the integration from 4 to 13 tools, covering every non-deprecated
people-scoped Harmonic endpoint, and repairs two defects found by validating
the existing tools against Harmonic's OpenAPI and API reference.

New tools:
- Enrich Person (POST /persons) — the only path from a LinkedIn URL or email
  a workflow already holds to a Harmonic contact.
- Get Person, Get Company Employees — account-based sourcing; employees returns
  URNs that chain into Batch Get People.
- Saved-search net-new results and their acknowledgement, so a monitor stops
  reprocessing the entire result set on every poll.
- Bulk email enrichment: submit, poll, and quota, plus Get Enrichment Status.

Fixes:
- The error extractor dropped Harmonic's string and object `detail` envelopes.
  A tool that names an extractor gets no fallback chain, so every FastAPI abort
  surfaced as "Request failed with status 403". The enrichment 404 also carries
  the scheduled `enrichment_urn`, which was being discarded — that URN is the
  only handle on the job, so it is now kept in the message.
- The saved-search selector failed the whole dropdown instead of degrading:
  the response cap was half the sibling value on an endpoint that is
  unpaginated and returns every saved search with its full query object, and
  the option ceiling threw rather than truncating. Raised to 1MB and switched
  to truncate-and-warn, matching the other data-driven selectors.

Clearing net-new results now requires an explicit scope. Harmonic treats an
absent `entity_urns` as "clear everything", so an empty field would have
silently discarded the backlog.

Scope deliberately excludes company-side, deal, typeahead, network, and Scout
streaming endpoints, and every endpoint retiring on 2026-11-05.

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-20 17:12:57 -07:00
Waleed 865f8173ab feat(affinity): add Affinity CRM integration (#6908)
* feat(affinity): add Affinity CRM integration

Adds the Affinity v2 API as a block with 70 tools, covering 86 of the 87
documented endpoints. Only Send Feedback is omitted — it reports product
feedback to Affinity rather than doing workflow work.

Endpoint families that differ only by an entity segment are one tool with an
entityType param, so companies/persons field, list, row, and relationship
reads, the company/person merge endpoints, and entity notes each collapse
into a single operation.

* chore(affinity): regenerate the docs manifest for the new integration page
2026-08-20 16:27:29 -07:00
Theodore Li a99f61bee9 feat(api): add v2 resource management endpoints (#6900)
* feat(api): add v2 resource management endpoints

* fix(cli): gate destructive v2 commands

* fix(test): update v2 request-slice count

* feat(cli): add shared workspace profiles
2026-08-20 18:55:57 -04:00
Waleed a27f376164 feat(connectors): add Bitbucket, Databricks, Google Chat, and Workday Help KB connectors (#6895)
* feat(connectors): add Bitbucket, Databricks, Google Chat, and Workday Help KB connectors

Adds four knowledge base connectors, closing the gap where Sim shipped tool
blocks for these services but could not index their content.

- Bitbucket: repository source files and pull request descriptions over the
  existing Bitbucket OAuth credential
- Databricks: notebooks (Workspace API) and saved SQL queries, PAT auth
- Google Chat: spaces indexed as message transcripts, new google-chat OAuth
  service under the shared Google client
- Workday Help: knowledge article versions via the public helpArticle/v1 API

* fix(connectors): second-pass validation fixes and test coverage

Adversarial re-validation of all four connectors plus a combined-change
regression audit.

- bitbucket: stop declaring incremental sync (deletion reconciliation is
  disabled for incremental runs, so deleted files were never removed on the
  default code configuration); drop a wasted listing round-trip after the
  frontier drains; add 33 tests
- databricks: reject an explicit maxDocuments of 0, which meant unlimited;
  add 34 tests
- google-chat: correct the sender displayName documentation (user auth
  populates only name and type) and emit second-precision RFC-3339 in the
  message filter; 15 -> 24 tests
- workday: fix a crash when maxVersions is persisted as a number; refuse a
  configuration whose status filter Workday did not honor; cap the
  unresolved-name error; 18 -> 27 tests
- document the Google Chat service-account omission
- docs: list all four connectors and correct the connector count

* fix(connectors): index Google Chat spaces with no messages in the window

Review round 1.

- orderBy takes a full ordering expression, not a bare direction. The reference
  documents the default as `createTime ASC`, so send `createTime DESC`; a bare
  `DESC` either 400s every hydration or is ignored, which would make the cap keep
  the oldest traffic and the later reverse render the transcript backwards.
- getDocument no longer returns null when the message window is empty. A space
  with no messages is still a live space, and null is the "document is gone"
  signal the engine treats as last-known-good: returning it dropped spaces whose
  only prose is their description or guidelines, and left a stale transcript
  indexed after a space was cleared or lookbackDays was tightened past every
  message.
- The transcript header is omitted when no message contributed text.

* fix(connectors): only flag a Bitbucket listing capped when the cap withheld something

Review round 2.

takeIndexableWithinCap reports capReached as soon as the running total equals
maxItems, which is also true of a listing that ended at exactly that count.
Setting listingCapped there suppressed deletion reconciliation for a complete
listing, so upstream-deleted files and pull requests could stay in the knowledge
base indefinitely. applyMaxItemsCap now takes whether Bitbucket had more content
beyond the page -- a next link, or directories still queued on the frontier --
and flags the listing only when the cap actually withheld something, matching the
Databricks, Google Chat, and Workday connectors.

* fix(connectors): keep the Bitbucket cap flag set when it skips the pull request phase

Review round 3. Fixes a regression from 622a21bd9a.

maxItems is shared across the code and pull request phases, so a code walk that
ends with exactly maxItems documents and no next link or frontier stops
pagination before the pull request phase runs. Scoping listingCapped to "this
phase had more" left the flag unset in that case, and the engine then treated the
run as a complete enumeration and could hard-delete previously indexed pr:*
documents that were never listed.

The cap flag now asks whether anything the connector was configured to list
remains unlisted -- including a later phase the cap is about to stop us reaching.
2026-08-20 14:46:29 -07:00
d9cfd7c68e improvement(mothership): v0.9 (#6815)
* checkpoint

* Checkpoint

* dot fixes

* Make async tool resume delivery recoverable

* Support split table tools and option recovery

* Harden VFS mutation handling

* feat(platform): platform subagent support — docs corpus VFS, search_docs, account context

Squash of the feat/platform-agent branch (sim side): mounts the Sim docs
corpus in the copilot VFS, wires search_docs and retires the legacy docs
search tools, and syncs the generated tool catalog and trace contracts for
the platform subagent.

* Align Copilot tools and resource handling

* Expand workflow log query support

* checkpoint

* Port desktop-improvements-0 desktop and browser-agent work

* fix(desktop): keep browser-agent input alive through live-SPA re-renders

* Harden workflow sanitization and Slack setup

* feat(desktop): coordinate clicks, caret insertion, and drag for the browser agent

* Revert subagent group eager auto-collapse

* fix(chat): keep sends FIFO across the streaming-to-idle drain gap

* Add the steering backend surface for mid-turn sends

* Sync generated contracts for async subagent orchestration

Pulls the mothership tool catalog (wait_agents / tail_agent / steer_agent /
interrupt_agent), trace spans (chat.async_subagent.*, chat.orchestrate.*), and
trace attributes (copilot.async_subagent.*) into the generated TS contracts.

* Add display titles for the async subagent orchestration tools

wait_agents / tail_agent / steer_agent / interrupt_agent get natural-language
running titles (naming the agent id being waited on, tailed, steered, or
stopped) and a Steering→Steered completed-verb rewrite.

* Show orchestrator-chosen subagent names on agent groups

A subagent_start whose payload data carries a name (the orchestrator's new
name trigger parameter) now labels the agent group with that mission name —
the agent-type icon stays. The name flows through the live stream path, the
turn model (AgentNode.displayName) and its serialize/rebuild round-trip, and
persisted transcripts (PersistedContentBlock.name), so reloads keep the label.

* Improve Copilot error handling and logging

* Backfill the subagent display name from the second start event

The dispatch-time subagent_start fires before the trigger args (and therefore
the name parameter) have streamed; the phase-3 start re-announces the lane with
the name. The block builder was dropping that duplicate wholesale, losing the
name on streaming providers — now it backfills subagentName onto the existing
block instead. (The home turn-model path already reconciled this case.)

* Support Slack bot connection flow

* Harden Copilot error and VFS handling

* Harden VFS resource operations

* Show 'Waiting for the first of N agents' for mode-any waits

The wait_agents title ignored the mode argument, so an any-mode wait over
three agents read 'Waiting for 3 agents' while the model narrated waiting for
the first — contradicting the transcript.

* Collapsed-by-default agent cards with live intent status lines

Subagents now narrate their work through <intent>3-5 words</intent> tags (a
fleet-wide prompt protocol on the mothership side). The turn model streams
each subagent's text through a split-safe tag parser: complete tags update the
agent's currentIntent and disappear from the prose, tags split across deltas
are carried until their close arrives, and a tag that never closes flushes
back as plain text.

The agent card renders as one line — display name (or agent label) plus the
latest intent, replaced inline as the agent shifts gears — and never
auto-expands; expanding to the full tool log is a deliberate click. Only an
outstanding permission prompt or a browser hand-back forces a group open.
Intents persist on the subagent block (and through the legacy persisted-
message paths) so reloads keep the last status, and a renamed reinvocation
now takes the latest name instead of pinning the first.

* Add the internal in-band tool execution route for live mothership turns

POST /api/copilot/tools/execute (INTERNAL_API_SECRET, Go→Sim) runs one
sim-server tool through the same server tool router the resume driver uses
and returns the result synchronously — no checkpoint. This is what lets
background (async) subagents write files/tables/knowledge, and lets the main
lane keep streaming (instead of checkpoint-pausing and killing every
background run) while async agents are live.

* Persist resource side effects for in-band tool execution

Files/tables created through the internal execute route now register on the
chat's resources exactly like the resume driver's executions — the route runs
the same handleResourceSideEffects pass (persistence only; an out-of-band
route has no live event sink, so mid-turn chip pushes are a follow-up).

* Extract intents from group text on every path, sync and async

The turn-model intent filter only fires for span-scoped subagent lanes, but
this surface also delivers subagent text through the legacy block path — so
<intent> tags flowed through unparsed and rendered as prose rows. Groups now
extract intents from their accumulated text at append time: the last complete
tag becomes the card's status line and every complete tag is stripped from
the rendered prose. Covers span-scoped, legacy, and persisted-reload paths
for both synchronous and background delegations.

* Fall back to the live tool title for the agent card status line

Persisted data proved tool-first subagents (grok search agents) emit zero
prose, so intent tags never stream no matter what the prompt says. The
collapsed card now always narrates: the agent's own <intent> tag when present,
else the latest tool's display title while the lane is live.

* Catch subagent <intent> tags in the server relay

The relay's subagent text handler now runs the split-safe intent extraction
as chunks stream: the latest complete tag is stamped onto the lane's persisted
subagent block (subagentIntent) and stripped from the stored prose, so live,
persisted, and replayed views all agree. Per-lane carry handles tags split
across chunks; a never-closing tag flushes back as plain text.

* Drop the tool-title fallback: the status line is the agent's intent

With the intent protocol now injected into every spawn's task message, agents
open with an <intent> tag; the card shows that narration or nothing.

* Replace intents with live tool-title status lines on agent cards

Intent parsing is fully removed (turn model, relay handler, persistence
fields, group extraction). The collapsed card's status is the latest tool
call in its RUNNING phrasing — never the completed rewrite, which stays in
the expanded log. Parallel tools show the most recently started still-running
title with a +N for concurrent siblings; between rounds the last title stays
frozen; a closed lane shows the bare name. Nested agent cards compute their
own status recursively from their own items.

* Keep the main Sim lane live-expanded; collapse only real subagent cards

The mothership group is the turn's own narration, not a delegation card —
collapsing it hid main-lane text and tools until manual expand, which read as
mis-ordered streaming while async subagents interleaved. It keeps the
original live-expand behavior and no status suffix.

* Persist subagent lane lifecycle blocks from the span handler

Lane-scoped span events route to the span handler, which only recorded trace
side effects — no subagent start block was ever persisted (verified: a
seven-agent run stored 104 blocks with zero starts). Grouping then fell back
to keying lane content by agent NAME, so a respawned agent of the same type
merged invisibly into the first one's card until it resolved. The handler now
persists the start block (spanId-keyed and deduped, carrying the display
name) and stamps endedAt on close, giving every invocation its own card.

* Name agents in orchestration titles; '+ n more' overflow format

wait/tail/steer/interrupt titles humanize the slugified agent ids back to
their display names ('Waiting for the first of Digest Workflow Build + 4
more'), and the agent card's parallel-tool suffix uses the same '+ n more'
format.

* Harden in-band tool execution and resources

* Route in-band execution through the comprehensive tool dispatcher

The internal execute route used the bare server-tool router, which rejects
VFS tools with 'Unknown server tool: read/glob/grep' — so nearly every
background agent's first discovery call failed (102 in-band calls in one run,
dozens rejected). It now uses the relay's executeTool dispatcher: registered
handlers (VFS, function execute) with permission checks and param
normalization, falling back to the app tool router — the same surface
foreground execution gets.

* Harden chat stream transition handling

* Harden VFS provenance and resource writes

* Standardize tool environment references

* Harden browser panel and chat cleanup

* Descriptive, user-language tool titles across the board

House rules applied everywhere: use every argument the call carries, never
name internal machinery, and never lead with Getting (the Got rewrite is
deleted so it cannot return).

- Deployments name the workflow: Deploying {workflow} as API/chat app/MCP tool
- Workflow reads name the part: Reading {workflow} meta/state/deployment/notes;
  generic reads always name the file (Reading {leaf}), never bare Reading file
- Block runs name block and workflow: Running {block} in {workflow}, Running
  from {block} in {workflow}, Running {workflow} until {block}, and
  Enabling/Disabling {block} in {workflow}
- The six split-table tools get per-operation verbs (Adding column {name},
  Updating rows, Wiring automation, Creating view {name}) instead of a wall
  of Querying table
- The manage quartet drops X-action system-speak for gerunds
- get_* internal names become user language (Checking run settings, Tracing
  block inputs, Reading the deployed version); web_fetch says Fetching
- Scheduled-task titles removed entirely (feature deleted from the Go catalog)
- New verb rewrites: Fetched, Traced, Wired, Configured, Looked, Rotated

* Deploying {workflow} as chat, not as chat app

* Loader gerunds; mv names both ends; mkdir names the folder

search_integration_tools -> Finding the right integration;
load_integration_tool -> Loading {integration} tools; load_skill ->
Loading skill {name}; run_enrichment -> Looking up {subject}. mv prefers the
model's phrasing, else reads 'Moving {files} to {destination}'; mkdir reads
'Creating folder {name}' from the path.

* Overflow counts read '+ n', dropping 'more'

* Unify workspace find and search

* Scale desktop title bar with page zoom

* Serialize account and organization truth into the copilot VFS

Workspace standing, membership, billing, org role, access-control
restrictions, published-block provenance, and fork topology were reachable
only through three parameterless tools (or not at all). They are ambient
read-only facts, so they belong in the VFS where they are greppable, cost no
tool round-trip, and every agent that can read gets them — the same move that
retired get_blocks_and_tools and list_user_workflows.

Adds account/{workspace,workspaces,members,billing}.json (always mounted) and
organization/{organization,access-control,custom-blocks,forks}.json (only when
the workspace is org-hosted). Every file projects an existing use case or util
after getOrMaterializeVFS's access assert — no new queries, no new
authorization. One relation per file, cross-referenced by id-and-name stub, so
overlapping facts cannot disagree. Volatile content (billing, access control,
forks) is lazy, so numbers are read-time fresh and unasked-for reads cost
nothing.

Projection follows the viewer: member emails are admin-only, fork detail
requires workspace admin on a forking-enabled org, and the whole organization/
namespace is absent for a personal workspace — which is itself the answer.

Retires get_account_billing, get_enterprise_context, and list_user_workspaces
along with their handlers; display titles stay for transcript replay.

* Fix insert_text refusing an editable field focused inside a frame

describeFocusedEditable descended shadow roots but not frames, while
activeElementReadback descends both. Focus inside a same-origin frame therefore
surfaced to the first as the FRAME element — not an input, not contentEditable,
not a canvas, no textbox role — so it fell through to 'not-editable' and
insert_text refused a field that press_key had just typed a character into.

Two functions answering 'what is focused' with different answers is the bug;
the descent loops now match exactly.

The refusal also names what actually held focus (tag, role, contenteditable).
A bare 'not-editable' gave the agent nothing to act on, so it guessed at the
cause — a real run spent twenty rounds on the wrong theory and had to be
stopped by the user.

* Keep retired browser takeover renderable in history

The tool is gone from the catalog, so its generated constant went with it and
every path that referenced it stopped compiling. Deleting those paths instead
would have silently downgraded every past transcript containing a takeover card
to a generic tool row, and dropped the no-timeout budget that an in-flight
takeover still needs while a rolling deploy finishes.

retired-tools.ts gives the literal a documented home that says what it is and
why it survives its tool.

* Follow the agent into a tab it opened to work in

browser_open_tab created the page with activate: false, so the agent worked in
a tab the user could not see while the panel sat on a page where nothing was
happening. The panel now follows a tab the agent deliberately opened.

Scoped to that tool only. A page spawning its own tab (popup, target=_blank) is
the site grabbing the view rather than the agent choosing a workspace, and
stays in the background as before — two existing tests pin that and caught the
first version of this change, which moved both.

A tab the user claimed still wins over both: the work starts in the background
instead of pulling the page out from under them mid-read.

* Make the browser tools agree with each other

An audit of the module found the frame-descent bug was one instance of a
pattern: six independent definitions of 'is this editable' and seven of 'what
is focused', disagreeing with each other. A tool refusing what its sibling
accepts on identical page state is invisible at runtime — the agent follows a
snapshot that says one thing into a tool that says another.

- browser_type now accepts role="textbox" like browser_insert_text does. The
  snapshot advertises those elements as [textbox] with a ref, so refusing them
  meant rejecting exactly what the outline told the model to type into. Both
  the native and synthetic paths, and their descendant scans.
- pressKeyOnPage descends shadow roots and frames like every other focus
  reader. It was dispatching synthetic keys at the shadow host or <iframe>
  element, where they bubble but never reach the editor, while reporting
  success — and contradicting the activeElement reported beside it.
- not-editable and ambiguous-editable name what was found: the element's tag
  and role, and the candidate fields. Both had the data and discarded it, which
  is what turns one blocked step into twenty rounds of guessing.
- obstructedAfterNavigation requires a dialog that ARRIVED with the
  navigation. It compared against nothing, so every SPA route change under a
  persistent role=dialog reported a successful click as obstructed. The test
  that covered this asserted the false positive; it now pins both directions.
- browser_insert_text observes the top document when typing inside a frame,
  like every other input tool. A submit that navigates the top page was
  invisible to its frame-scoped observation.

* Let hover actually see what it mounted

Four independent defects made browser_hover blind to the most common thing a
hover produces — a row's action bar — so it reported no effect on a hover that
worked, and the agent fell back to clicking pixels off screenshots.

- The popup scan matched only role=tooltip/menu/listbox. Slack's message
  shortcuts bar is a labelled toolbar/group, so it registered as nothing at
  all. Added toolbar, menubar, labelled group, and [popover].
- The baseline was captured BEFORE prepareElementSurface scrolled the target
  into view, so scrollChanged was always set by the tool's own probe. That
  pinned every unproductive hover to 'background DOM churn' instead of the
  honest 'nothing happened', and hid scrolling the hover really caused.
  Re-baselined once the scroll settles and before the pointer moves.
- The MutationObserver attached only on the first observation, while the roots
  list is rebuilt every call and grows as shadow roots mount. Components that
  appeared later were never observed, so their DOM changes raised no revision.
  Roots are now observed as they show up.
- observationTruncated was computed and never read, so a scan capped at 12k
  nodes reported 'nothing appeared' with the same confidence as a complete
  one — and portalled overlays live at the end of <body>, exactly what the cap
  drops. Hover now says the page was too large to scan and to confirm visually.

* Stop the browser agent acting on the wrong element, and say why it refused

Four findings from the module audit, the first of which could silently do the
wrong thing rather than merely fail.

- A ref whose node is gone is re-adopted by structural resemblance, matching on
  ORIGIN only so a pushState between snapshot and act does not kill every ref.
  That leniency also let a ref to a row control in one view rebind to the
  identical control in a view the app had since navigated to — acting on the
  wrong message, signalled by nothing louder than recovered: true. Adoption now
  requires the same path; a view swap reports the ref stale, and the caller
  re-snapshots. Revalidating a still-connected node stays lenient, because that
  is literally the node the model chose.

- A hit INSIDE the requested element is its own nested control, not an overlay.
  Both produced 'covered by X — close or move the overlay', advice that cannot
  be followed because there is nothing to close. Nested hits now say so and
  point at retargeting.

- browser_click_at, browser_insert_text, and browser_drag listed targetChanged
  in their effect formulas, but none passes an elementId, so no targetState is
  ever captured and the term was always false — coverage that read as real.
  Removed, with a test pinning the dependency.

- The seven effect formulas are deliberately NOT collapsed into one predicate:
  drag must trust domChanged where others must not, hover must ignore field and
  focus changes, click counts focus only for editables. Forcing one would make
  each tool wrong differently. The differences are now documented in one place
  next to the shared computation, so divergence is a declared policy rather
  than an accident.

* Let edit_workflow configure block retries

* Updates

* Always focus the resource the agent is working on, and its browser tab

The resource panel had a carve-out: an already-open browser session declined
to replace another selection and only got an attention marker, so agent
browser work happened off-screen. The panel now follows the agent to whatever
it touches — browser included — and an event can still opt out explicitly.

The browser panel also follows the agent BETWEEN tabs: the store already
tracked automationTabId (and the strip marked it), but the visible tab never
changed. It now switches when the agent's target tab changes, so watching the
agent never means hunting for the tab it moved to. Keyed on the target
changing rather than on it being set, so a user who browses elsewhere
mid-run is only pulled along when the agent itself moves.

* Never paint a browser snapshot at stale geometry (the modal-open flash)

Opening a modal locks scroll, which removes the window scrollbar and reflows
the panel — so a capture taken before the lock describes a rect the panel no
longer occupies. The handshake painted that frame anyway and only then
retried, so the replacement landed visibly offset from the page it stands in
for: the flash. A capture is now checked against the host's live rect before
it is painted; a mismatched frame is skipped and re-captured at the settled
layout instead (modal retries go 2 -> 3 to absorb the extra settle).

* Name the workflow in deployment and workflow-scoped tool titles

'Checked deployment status' never said which workflow — nor did the deployed-
state read, run settings, block outputs/inputs, redeploy, promote, or the
global-variable write. These tools carry a workflowId (often defaulting to the
current workflow), so only the client can resolve a name: the enrichment layer
now resolves it for the whole workflow-scoped family and passes it as
workflowName, which every workflow title already reads.

Titles: Checking {workflow} deployment status, Reading deployed {workflow},
Checking {workflow} run settings, Reading {workflow} block outputs, Tracing
{workflow} block inputs, Redeploying {workflow}, Promoting {workflow} version
{n} to live, and 'Adding workflow variable {name} in {workflow}' — each
falling back to its unnamed form when no workflow resolves.

* Name the block that ran; never fall back to a raw block id

run_block and set_block_enabled carry only a blockId, so their titles would
have printed an opaque UUID ('Running 7f3a2b91-… in Invoice Sync'). The
enrichment layer now resolves blockId against the workflow store the same way
it already did for run_from_block's startBlockId, and the base titles no
longer accept an id as a name — an unresolved block reads 'Running block'
rather than a UUID.

* Add the missing Removing -> Removed rewrite

The table work introduced 'Removing automation'/'Removing enrichment' with no
past form, so those rows kept their present tense after completing.

* Name the target resource in the remaining tool titles

Table tools keep their operands nested under args and identify the table by
id, so their rows said 'Adding rows' with no hint where: enrichment now lifts
the nested args and resolves tableId against the cached workspace table list,
giving 'Adding rows to Runtimes', 'Adding column status in Runtimes',
'Reading views of Runtimes'.

Also: a block-schema read names the block instead of the file ('Loading
Slack', 'Loading Google Sheets tips'); browser type/insert show the text they
send, middle-ellipsized; downloads name the file; library-docs searches name
the library and query; knowledge-base searches include the query; generated
media names its output file; and diff_workflows, list_deployment_versions,
and publish_custom_block joined the workflow-name enrichment set.

* Bubble nested agents' tool calls into the parent's status line

The collapsed status only scanned a group's OWN tool items and skipped nested
agent groups, so a parent that had delegated froze on its last own tool while
its child did the actual work — the line described nothing that was running.
Status now walks the whole subtree: any tool at any depth counts, the most
recently started running one is shown, and the rest become the same '+ n'
overflow. With nothing running it falls back to the last tool at any depth,
so an idle parent still reflects where its subtree got to.

* Align nested tool call status rows

* Revert branch-local KB connector error-message edits

Restores apps/sim/connectors/ to staging state. Two copilot-focused commits
on this branch (3a9fc1c5a5, 24b24e5f8e) drove by nine KB source connectors
(airtable, confluence, discord, github, gitlab, google-drive,
microsoft-teams, notion, slack) to enrich credential-validation error
messages. The env-reference resolution machinery those errors supported is
kept; the product connector surface stays unchanged in this branch so the
staging promotion remains scoped to copilot work.

* Fix the failing audits: NUL escape and route-count ratchet

check:source-text: resource-vfs.ts used a raw NUL byte as its folder-index
key separator (comment and template literal), which makes git treat the file
as binary and hide it from review. Written as the '\u0000' escape — the
runtime string is identical.

check:api-validation:strict: baseline 1120 -> 1122 for the two routes added
on this branch since the last bump.

* Add Force Reload (Cmd+Shift+R) to desktop View menu

* Route Force Reload through focused-resource boundary; regen docs manifest

* Align the title-bar surface audit with the zoom rework

'Scale desktop title bar with page zoom' (833d2f126d) changed the CSS contract
in two ways its audit test still pinned the old shape of: the lane vars gained
a max() floor around the platform env() terms so page zoom cannot shrink the
lane below the OS-drawn lights, and the control square became fixed px — CSS px
already scale under zoom — leaving only the centering offset derived from the
lane height. The test required the bare env() prefix and calc() on all three
control vars, so it failed the commit that implemented its own regression
comment.

Pins now assert the env() term inside the clamp (still platform-derived, the
test's actual intent) and split the control vars: offset must stay computed,
size and icon are explicit constants.

* Budget the two structurally slow tests explicitly

sso-trust imports the whole Better Auth module graph (2.5s on an idle
machine) and events.attribution scans call sites across the repo. Under a
fully-parallel uncached run on a loaded machine both blow the default
timeout while passing in isolation and on CI — a verdict decided by machine
load, not by the code. 30s budgets make a loaded local run mean what it says.

* Carry the cross-service trace id in sim log lines

* Improve nested tool status presentation

* Refresh secret schemas and shared test mocks

* Open the deployed graph of org-published blocks, read-only, org-wide

A consuming workspace could see a published block's interface but never what
it does: the backing workflow lives in the publishing workspace, and other
workspaces are nameable, not readable. Publishing a block org-wide is the act
of sharing it, so the graph it executes is now readable from any org
workspace — the DEPLOYED graph, not the publishing workspace's live editor
state, so nothing in-progress leaks and what you read is what runs.

The namespace also adopts the root's index/detail split: custom-blocks.json
slims to names with a detail pointer, organization/custom-blocks/{type}.json
carries provenance plus the deployed graph (loaded lazily through the cached
loadDeployedWorkflowState; credential ids and env references inside it belong
to the publishing workspace and say so), and organization/README.md is the
namespace guide WORKSPACE.md is at the root — files, usage, the in-depth
block inventory, and forks.json documented only when actually mounted.

The block list moves to materialize time (same indexed query the components
pass already runs) because the README, the index, and the per-block key-view
entries all need it; only the graph stays lazy.

* Withhold the deployed graph from external collaborators

Workspace access and org membership are different grants: an external
collaborator can open the workspace and use the published block, so the names
index and the interface schema stay visible to them — but the deployed graph
is org implementation internals, and their detail files now simply do not
exist. isHostOrganizationMember is the viewer bit the host context already
resolves for exactly this distinction.

* Fill out the organization namespace: workspaces, permission groups, credential groups

Three more read-only files, all lazily loaded — the paths appear in the key
view so glob discovers them, but no query runs until a read — and all gated by
registration, so an unpermitted viewer's file simply does not exist:

- workspaces.json (org members): the org's full workspace map with the
  viewer's access flag and fork parentage — account/workspaces.json only ever
  showed what the viewer can reach. Inaccessible workspaces stay nameable,
  not readable.
- permission-groups.json (org admins): every group with member count,
  targeted workspaces, and the restrictions its config activates.
  access-control.json remains the per-viewer binding. The queries are lifted
  into lib/permission-groups/queries.ts because their only prior home was
  inline drizzle in the route handlers, which the VFS cannot import.
- credential-groups.json (entitlement-gated): per-option configuration
  readiness and enrollment progress — the two facts that decide whether a
  credential_group workflow will do anything at runtime. The note teaches the
  contract that bit the audit: an active group with zero completed
  enrollments yields an empty loop, not an error. Enrollee emails are
  workspace-admin-only, matching the settings page; counts come from the
  first enrollment page and say so when truncated.

The README documents each file only when mounted for this viewer.

* Stop reporting a click that navigated as a failed click

The field case: 'Begin Assessment' submits a form. The navigation tears the
origin document down while the press completes, so everything after dispatch —
the CDP call's own completion, the synthetic dispatch's return value, the
postcondition reads — fails against a destroyed context, and a maximally
successful click was reported 'Failed clicking element'. The agent's own
follow-up investigation in the transcript diagnosed exactly this.

navigationRescue detects it at the driver level, where the navigation epoch
and URL survive the renderer teardown: when the page provably navigated since
dispatch began, a dispatch-path failure becomes a success carrying
navigatedDuringDispatch and a note explaining why no postconditions exist.
Applied to all four click dispatch paths (unframed CDP, framed native,
synthetic in-page, click_at).

The soft path had the same blindness: with the after-state unreadable,
urlChanged computed false and a navigating click reported 'no observable
change'. navigatedByDriver now folds into navigated/effectObserved, which also
keeps the new-dialog obstruction check meaningful on real navigations.

* Re-hide the browser under a modal after main loses the occlusion lease

The punch-through: a modal opens, the native view hides behind a painted
snapshot, and the renderer records applied: true. Then one heartbeat commit is
skipped — renderer jank past the 2.5s bounds-lease TTL is enough — and main
expires the lease, resetting panelOccluded on its side. The next heartbeat
finds the modal marker still present and calls setDesired(true), but the
lease's dedupe sees applied === desired and sends nothing; the bounds commit
that follows lays out an unoccluded native view above the open modal, and no
later event ever re-hides it. The comment on this branch already claimed it
'reasserts the lease' — the dedupe made that claim false exactly when the
lease had been lost.

While the occlusion marker is present, each heartbeat now drops the applied
belief (assumeRevealed) before setDesired, so the reassert is a real, forced,
idempotent hide IPC — one per second while a modal covers the browser — and
any main-side lease loss self-heals within a heartbeat.

* Make a stale ref name which of its five causes fired

A field run burned five snapshot->click cycles on a STATIC landing page, every
one refused with the same sentence — 'the page changed since the last
snapshot' — and the agent reasonably concluded the page was regenerating its
DOM. It was not; the resolver was refusing, and the message could not say why.
Five distinct conditions produced that one string: an id missing from the
registry, a connected node whose identity drifted, the view-changed adoption
gate, no confident replacement, and a replacement tie.

The resolver now stamps the reason (with the drifted node's current identity,
or the from->to paths for the view gate) and every stale producer carries it
into the driver message. Same pattern as not-editable: a refusal that names
its cause costs one round; an opaque one costs a loop and a wrong theory in
the bug report.

* Pulse throttling off when the browser view is revealed, so it actually paints

The blank-page report: a navigation completes while the view is hidden, the
page 'finishes loading', and the panel shows white until the user re-navigates
by hand. invalidate() on reveal was already there but recomposites the LAST
frame — and the last frame is blank, because background throttling suspended
the rAF the page's SPA paints its first frame from. The reveal now pulses
throttling off (forcing the renderer to produce a real frame), invalidates,
and hands the policy back to the session a second later through
reassertTabThrottling, which preserves the automation-tab exemption.

* Let the agent browser join meetings and finish passkey sign-ins

Camera and microphone: 'media' joins the agent partition's allowlist, but
every grant is gated on the macOS grant first — asked via
systemPreferences.askForMediaAccess so the system prompt appears on first use,
and answered from getMediaAccessStatus on checks — so System Settings stays
the real authority and a page can never hold a grant the OS refused. Granting
site permission without the OS grant produced the misleading NotReadableError
Google Meet showed. Packaging gains the camera entitlement and usage string
(macOS kills the process on prompt without one) and the mic string now covers
meetings.

Passkeys: WebAuthn itself is Chromium-native and nothing in our handlers
blocks it — USB security keys need no permission at all. The hybrid transport
(passkey on a nearby phone via QR) rides Bluetooth, which signed builds
silently lacked: the bluetooth entitlement and usage string enable it.
iCloud-Keychain platform passkeys remain outside what an entitlement here can
grant — Apple restricts that to approved browsers.

* Compile and preview Sim-styled pages

* Wait for the batched prepare intent instead of instantly failing apply_file_edit

The model batches prepare_file_edit and apply_file_edit into one round and
the Go loop runs same-round tools concurrently, so apply could reach the
executor before its prepare staged the intent. The instant no-intent error
cost a model retry round and flashed 'Failed creating …' on the shared file
row before the retry succeeded. The apply handler now polls briefly (10s
cap) for the intent; a truly missing prepare still errors at the deadline.

* Store page source, render docs-styled documents on view

The pdf model for agent pages: the .html file keeps the markdown-shaped
source (frontmatter + prose + sim: fences) and every surface renders the
docs-styled document on demand — preview panel, /api/files/serve, public
shares, and downloads all call the same pure compiler, now shared in
lib/workspace-files. The docs chrome is reproduced from the real fumadocs
source: the left sidebar's exact pill metrics, the clerk TOC with its
animated scroll indicator, divider-style tables; cards and stats left the
vocabulary. Table cells and kv values render inline markdown, and
sim:workflow/table/knowledge/file links resolve to real workspace routes,
bridged out of the sandboxed preview to the app router. Hand-written
imitations of rendered output are rejected at apply_file_edit with a steer
back to source, and a streaming page hides its source behind the live
rendered preview (batched ~2s) the way a generating pdf hides its script.

* Stagger the page rails so the resource panel keeps the docs sidebar

Rails were gated at 1100px of iframe width — the chat resource panel never
reaches that, so pages rendered single-column there. The rails now stagger
the way the docs do on a laptop: >=640px keeps the section sidebar (240px)
beside the content, >=1060px restores the full three-column frame with the
clerk TOC, and only a truly narrow pane collapses to one column.

* Fix in-page anchors escaping the preview; add the docs' toggle, code frames, pagination, and images

Clicking a TOC or section link (or pressing Enter in the section filter,
which clicks one) navigated the sandboxed frame off about:srcdoc in
Electron and landed on a cookie-less sign-in page — the shell now
intercepts every '#' anchor and scrolls directly. The page chrome gains
the docs' exact theme toggle (emcn Sun/Moon, 30px rounded-lg, top right),
framed code blocks with language label and copy button, and footer
previous/next cards from prev/next frontmatter. Workspace images
(![alt](sim:file/<id>)) compile to /api/files/view and the preview host
inlines them as blob: URLs so the cookie-less frame can render them;
sim:accordion joins the vocabulary as the faq component with title keys.

* Size the section sidebar to its content so it appears at panel widths

The left rail was a fixed 240/300px column, so it only earned its place
once the pane was wide. fit-content caps at the docs width but shrinks to
the longest section title (150px floor for the pills), and the two-column
tier now starts at 560px instead of 640.

* Let the clerk TOC join at 860px by sizing it to its content

Same move as the section sidebar: the TOC column fits its longest link
(capped at the docs' 268px, 150px floor), so the full three-column frame
starts at 860px of pane width instead of 1060.

* Open external links from pages in a new tab

The preview bootstrap cancelled every non-anchor click, so an external
link (the Sim docs, a vendor page) did nothing. External http(s) links now
compile with target=_blank rel=noopener for the standalone and share
surfaces, and the sandboxed preview bridges the click to the host, which
window.opens a new tab — same channel the workspace deep links use.

* Lock Sim pages to the rendered view via an internal record type

The record's contentType is stamped text/x-sim-page when apply_file_edit
detects page source — the file stays .html to the user (serving and
downloads still emit text/html), but every surface now knows what the file
holds before content loads. The viewer forces the rendered view for these
files at every moment: the first streamed chunk (whose frontmatter is
still partial) no longer flashes raw source, the gaps between an agent's
tool calls no longer flip back to raw HTML, and both toggle surfaces (the
Files toolbar and the resource-panel tabs) stop offering a code view for
them. Mid-stream compiles run lenient — a fence still being written is
malformed by definition, so its skip-notice callout is suppressed until
the stream settles.

* Honor the model's declared page type; default copilot .html to a page

An explicit contentType on create_empty_file always wins (the skill now
declares text/x-sim-page for pages, text/html for bespoke raw pages);
with no declaration a copilot-created .html defaults to the page type.
The first apply_file_edit still re-confirms from the actual content, and
the category map knows the internal mime explicitly instead of falling
through to the extension.

* Default undeclared .html back to plain text/html

A file is a Sim page only when the model declares it at creation or the
first written content proves it — never by extension alone.

* Match the docs' PageFooter for page navigation

The invented bordered cards with Previous/Next labels are replaced by the
docs' actual footer: the destination name with a 14px emcn chevron on a
flex-1 hover pill (rounded-lg, px-3 py-3, --surface-active), next
right-justified, and a spacer holding the empty half — verified against
apps/docs/components/docs-layout/page-footer.tsx.

* Scroll the rails invisibly, like the docs

The sticky TOC box is overflow-y auto, and the clerk track's absolutely
positioned SVGs could tip it a few pixels into overflow — Chromium then
painted a full scrollbar beside the rail. Rails now hide their scrollbar
chrome entirely (scrollbar-width none + webkit display none), matching
how the docs scroll their sidebar and TOC.

* Send sim:file links to the Files page, like a markdown link

A workspace-file link in a page now navigates exactly as one tagged in a
.md does: an in-app SPA push to /workspace/{ws}/files/{id} (the Files
page with the file open). The fullscreen /view route stays reserved for
the standalone surface; image refs keep the /api/files/view byte route.

* Inline workspace images after the page compiles, not before

The blob substitution ran on the raw source, where the compiled
/api/files/view src it looks for does not exist yet — so the sandboxed
cookie-less frame fetched every image itself and got 401s (broken image
icons). The substitution now runs on the built document, covering
compiled pages, legacy stored-compiled pages, and bespoke HTML alike.

* Highlight the section you are AT in the left rail, not the last one visible

The rail's current-section pick walked every heading visible in the
viewport and kept the last h2 — so clicking a section landed correctly
but highlighted whichever later section peeked in from below. Current is
now the last h2 at or above the top reading line (matching the 72px
scroll-padding a clicked anchor settles at), falling back to the first
visible section when everything is below the line.

* Stop the TOC jittering sideways as the highlight moves

Active TOC links step from weight 430 to 470, and the rail is a
fit-content column — every active-section change re-measured the longest
link and shifted the rail a pixel or two side to side. Each link now
carries a hidden zero-height ghost of itself at the active weight, so
the column always occupies its bold width and the highlight moves
without the layout moving.

* Absolutize links and images in served page documents

A downloaded page must behave like a downloaded .md whose links are
absolute: clicking a workflow reference opens Sim in the browser at that
workflow. The standalone renderer (plain download, fullscreen viewer,
shares) now compiles sim: links and workspace image refs against
getBaseUrl(); in-app surfaces keep relative paths and SPA navigation.

* Drop the eyebrow; add the docs' top page controls

The docs have no eyebrow line, so compiled pages no longer render one
(old sources still parse; the field is ignored). The title row gains the
docs' top controls: Copy page (copies the page text) and prev/next
chevrons wired to the same neighbors as the footer cards, disabled-dim
when a side is missing.

* Read kv keys and table first columns as labels, the docs way

kv keys dropped the blanket monospace — they render as the docs' row
labels (500, primary, sans), with backticks in the source opting a
code-like key (a path, an env var) into the inline-code chip; keys now
run through inline markdown to make that work. Table body first columns
pick up the same label treatment the docs tables show.

* Platform font and emcn chrome for pages

Pages live inside the app, and the platform — emcn, every workspace
surface — renders the system stack, not the docs' Inter webfont; Inter
made pages read as foreign next to the app around them. The face is now
the platform stack with weights on the platform scale (400/500/600), the
Inter delivery machinery (page-font.ts, the preview data-URI fetch, the
public woff2) is gone, and the section filter wears emcn ChipInput's
exact chrome (30px rounded-lg, --surface-5 fill flipping to --surface-4
in dark, --border, 14px, no focus ring). The docs' geometry — layout,
spacing, rails, tables, code frames — is unchanged.

* Color-only active state in the TOC — width can never move again

Two attempts at reserving the bold width (a hidden ghost, then freezing
measured rail widths) each traded one artifact for another: the ghost
did not stop the fit-content column re-measuring, and the freeze made a
long link wrap to two lines when it gained weight. The root cause was
letting the active state change a width-affecting property at all: the
active TOC link now shifts color only (muted to primary — the clerk
thumb already carries the emphasis), the search input is a plain text
field (the native search clear button is not emcn chrome), and the
ghost/freeze machinery is gone.

* Drop the Copy page control; keep the top chevrons

The title-row actions keep only the previous/next chevrons (rendered
when the page has neighbors); the Copy page button is gone.

* Set-level sidebar: docs-style groups with the current page expanded

Multi-page sets can now carry the whole set's sidebar. nav frontmatter
(groups of labelled page links, identical on every page of the set)
compiles into hidden set-nav markup whose sim: links resolve like any
other; the shell lifts it into the left rail as muted group labels over
page links, recognises the current page by title, and nests that page's
section list beneath it — the docs sidebar's exact shape. Pages without
nav keep the plain section list.

* Center the content column at the docs' measure

On wide panes the 1fr center cell stretched, so content hugged the left
rail with dead space before the TOC. The main column now caps at the
docs' ~760px measure and centers in its cell, matching how the docs
balance a wide viewport.

* Docs Steps, code-tab groups, and API method chips

Three docs components join the vocabulary: sim:steps renders the
numbered timeline (muted circle markers, hairline connector, title and
content per step); sim:tabs renders the docs' grouped code block (mono
tab chips, one pane at a time, the icon copy control targeting the
visible pane); and a METHOD prefix on a set-nav page entry renders the
API-reference chip — sidebar entries only, on the platform badge tokens
(blue and purple added to the mirrors and the live bridge).

Also: preview images switched from blob: to data: URIs — blob URLs are
origin-bound and the sandboxed frame's origin is opaque, so Chromium
refused to render them — and the page view-lock is sticky per file so a
patch stream cannot flash raw source.

* Downloaded pages carry their images

Absolute URLs made LINKS survive a download, but an embedded image
request from a downloaded file is cross-site and carries no session
cookie, so images 401ed outside the app. The standalone renderer now
inlines every workspace image the page references as a data: URI at
serve time — like a pdf carrying its images — capped at 8MB per image,
restricted to the page's own workspace, falling back to the URL
reference on any miss. Applies to serve, download, and public shares.

* Dead-center the content column between equal gutters

The rails are content-sized and unequal, so the old grid (fit-content /
1fr / fit-content) skewed the middle cell toward whichever rail was
narrower. The wide tier now uses the docs' geometry: a fixed 760px
content column centered between two equal flexible gutters, the sidebar
hugging the container's left edge and the TOC its right — rail widths
can no longer move the content.

* Defer title-bar history state out of currententrychange dispatch

The Navigation API fires currententrychange synchronously from the
history mutation that caused it, which can originate inside another
component's useInsertionEffect (style libraries navigating during
commit) — setState there trips React's 'useInsertionEffect must not
schedule updates'. The arrow-state sync now defers to a microtask,
flushing after the commit unwinds, with a disposal guard.

* Show the section sidebar only when there are sections to list

Fewer than two sections (and no set nav): the left rail and its filter
disappear and the reserved left gutter collapses — the content column
leads the container with the TOC trailing. Two or more sections, or a
multi-page set, keep the full centered docs frame.

* Execute the page shell in a DOM harness

jsdom runs the real shell against compiled pages and asserts the layout
decisions: both rails on a many-section page, only the left rail dropped
on a one-section page.

* Medium panes keep the TOC, not the sidebar

Between 560 and 860px the frame showed the section sidebar and hid the
clerk TOC — backwards by our own reasoning, since the sidebar is the
redundant list on a single page. The TOC now survives at medium widths
and the sidebar joins only on wide panes.

* Sidebar is for doc sets only; stagger the rails like the docs

The left rail now exists only for multi-page sets — on a lone page it
just repeated the TOC. A set opens its sidebar at 560px with the TOC
joining on wide panes (the docs stagger); a lone page waits until 700px
and then shows the TOC alone. Set-sidebar spacing tightens to the docs
values, with the current page's nested sections styled as small muted
entries behind a hairline instead of full chips.

* Center the lone-page content and TOC as a pair

On a page with no sidebar the content column stretched while the TOC
hugged the far edge, leaving a field of dead space between them. The
content now caps at reading width with the TOC directly beside it and
the pair centered in the pane, and the TOC waits until 800px so narrow
panes stay single-column a while longer.

* Equalize grid-template specificity across the rail tiers

The 560px tier selects .art-cols:not(.no-side-nav) at (0,2,0), so the
860px tier's bare .art-cols template at (0,1,0) could never win and a
set page on a wide pane kept the 2-column template — wrapping the TOC
to the next grid row, bottom-left. The wide template now carries the
same :not() guard, the 860 block's duplicate of the 800px no-side-nav
rules is gone, and a test pins every template rule to equal specificity
so a future tier can't silently lose the cascade again.

* extract_doc_assets: pull a reference deck's assets into the workspace

Sim-side handler for the new file-agent tool: given an uploaded .pptx
or .docx, unzip it (OOXML is a zip), parse theme1.xml into theme.json
(color scheme as hex, major/minor fonts, slide size from
presentation.xml) and write every ppt|word/media file into a
"<Name> assets" folder with original bytes and real content types.
Re-runs overwrite the set in place. Pure extractor unit-tested against
in-test-built packages; display label "Extracting assets from <file>".

* extract_doc_assets learns .pdf via the doc sandbox

PDFs have no zip structure or declared theme, so extraction runs in the
same vetted sandbox that compiles and renders documents: poppler's
pdfimages dumps every embedded image in its native format (masks
filtered via -list), pdfplumber contributes each image's placement
rects in page points plus the document's font names, and rendered pages
are sampled into an explicitly-inferred color palette. theme.json for a
pdf carries fonts, page size and count, the inferred palette, and a
per-asset placement map.

* Pages have one navigation rail; compile errors go to the agent

The left sidebar leaves the renderer and the DSL: the shell builds only
the content column and the clerk TOC (pair centered at 800px, one bare
.art-cols selector per tier so the cascade cannot invert), the filter
box goes with it, and nav frontmatter is tolerated but no longer
rendered — sidebar METHOD chips and the set-nav markup are gone.

Malformed sim: blocks no longer render a reader-facing "block was
skipped" card: the block is omitted and the failure is reported as a
diagnostic that apply_file_edit appends to its result, so the authoring
agent sees exactly which fence to fix. The lenient flag existed only to
suppress those cards mid-stream and is removed.

The steps timeline connector now derives its position from the marker
size, so it stays centered under the number circles.

* Sync tool catalog: extract_doc_assets accepts pdf

* Asset extraction yields the rebuild recipe, not just the parts

pptx: theme.json now maps every image to its slide-by-slide placements
(slide rels resolve rIds to media names; each pic frame's EMU offset and
extent convert to inches) plus the slide count.

pdf: a second layout.json is written — per page, the text blocks with
content, position, font, size, and fill color; the filled rects
(backgrounds and scrims); and rect-over-image overlay detection with
coverage, which is the "image opacity" effect decks fake with a tinted
rect. Stream alpha is unrecoverable, so overlays name the color and the
rendered page remains the reference for strength.

* Split shared-baseline text runs into separate blocks

Two text boxes sitting at the same height merged into one wide line;
a gap much wider than a space now starts a new block, so columns and
label/value pairs land as distinct entries in layout.json.

* Extract faithful document layout recipes

* Add .chart files: live interactive ECharts docs, static or table-backed

* Size charts by width-driven aspect, not panel height; separate title and legend

* Map table chart rows from storage column ids to display names

* Inject table rows as datasetIndex 0 so specs can transform; stagger array legends

* Give .chart files their own bar-chart icon

* Chart table sources gain groupBy/aggregate/pivot shaping; renderer-owned chrome

* sim:chart page fence: ECharts SSR to themed inline SVG; shared option builder

* sim:chart hydrated embeds: inline or .chart file refs, live table reads per serve

* Finish extensionless pages and document staging

* Render live charts without server hydration

* Cover active-theme page token overrides

* Keep artifact tokens synced with the app theme

* Use tabs for multi-page Sim docs

* Preserve dollar-prefixed tool credentials

* Build chart specs from validated fields

* Sync new integration docs into Copilot manifest

* Add in-document tabs to Sim pages

* Rebuild page TOC on tab changes

* Keep page tabs with docs chrome

* Stabilize tabbed page layout

* Regenerate docs manifest for staging's Modal docs page

* Share one divider between the bar and the chrome tab row

* Pin the keyless OCR path in the unreadable-document test

---------

Co-authored-by: Justin Blumencranz <96924014+j15z@users.noreply.github.com>
Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>
2026-08-20 14:05:46 -07:00
Vikhyath MondretiandClaude Opus 5 97c1688c49 feat(modal): add Modal Labs integration (#6896)
* feat(modal): add Modal Labs integration

Modal has no public REST control plane — the Python/JS/Go SDKs all speak
gRPC — so this covers the two surfaces that are reachable over HTTP:
deployed Web Functions/Servers, and the OpenAI-compatible Endpoints API.

Three operations: call a deployed function with proxy-token auth, generate
a chat completion on an Endpoint, and list the models a token can reach.

Auth sends the token pair as Modal-Key/Modal-Secret rather than the
combined bearer form, so a Web Function that validates its own bearer
token keeps the Authorization header free. Both URL fields require https
since Modal terminates TLS everywhere, and a cleartext URL would leak the
token.

Chat completion declares request.modelInput so the system prompt and user
message project to canonical placeholders before egress. Call Function
deliberately does not — a Web Function runs arbitrary user code, and
nothing proves its body reaches a model.

/v1/models fields beyond `id` are inferred from OpenAI compatibility
rather than printed in Modal's docs, so they are marked optional.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(modal): type the wire payloads and default chat to the shared endpoint

Chat Completion required an endpoint URL and passed a blank one straight
into modalOpenAiUrl, which throws — while List Models already fell back to
the shared inference host and the generate-on-modal-endpoint skill tells
agents to leave the field empty for Shared Endpoints. Skill-driven chat
calls against the shared host failed instead of using that default. Chat
now falls back the same way and the block field is no longer required.

Replaces every `any` in the Modal tools with declared wire types for the
OpenAI-compatible /v1 payloads. Fields stay optional because the shape
comes from whichever inference engine backs the endpoint, so the readers
keep their defensive `??` guards — the types exist so a future change to
that mapping fails the compiler instead of shipping.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-20 13:12:34 -07:00
Waleed f5728fa887 fix(icons): restore the Crunchbase mark's counter and framing (#6887) 2026-08-19 23:34:04 -07:00
Theodore Li 4214a891f4 fix(setup): publish unscoped setup package (#6886)
* fix(setup): publish unscoped setup package

* fix(setup): strip renamed status command
2026-08-20 02:11:06 -04:00
Waleed f6a9f0dd87 fix(integrations): white CB Insights tile and a borderless Crunchbase mark (#6884)
CB Insights moves from a dark navy tile to white, matching Jira, Confluence, and
Bitbucket. Its icon carries its own fills, so it stays legible on the lighter tile.

The Crunchbase icon drops the white rounded-square plate and its border, leaving
just the `cb` mark on `currentColor` so the block's bgColor supplies the tile. The
viewBox is retargeted to the glyph's true curve extrema with padding that keeps it
at the same optical weight as the surrounding brand marks.
2026-08-19 22:34:17 -07:00
Justin Blumencranz 0b71717241 perf(icons): reduce and guard SVG path precision (#6839)
* perf(react): reduce SVG path precision

* fix(react): preserve Sim wordmark precision

* fix(icons): preserve Quartr scale

* test(icons): ratchet SVG path precision

* fix(icons): make precision exceptions local

* perf(icons): enforce three-decimal paths
2026-08-19 22:33:15 -07:00
e3a4874ece feat(integrations): add Bitbucket Cloud (#6860)
* feat(integrations): add Bitbucket Cloud

* fix(bitbucket): enforce selector workspace slugs

* fix(bitbucket): overfetch small pipeline log tails

* fix(bitbucket): harden provider edge cases

* fix(bitbucket): accept provider diff redirect specs

* fix(bitbucket): stop advanced-field leakage and harden log, status, and selector paths

Splits the `closeSourceBranch` advanced subBlock into per-operation ids. Advanced
fields serialize without evaluating their condition, so a value set on Create Pull
Request reached Merge Pull Request and closed the source branch unprompted.

Also:
- read step logs through the byte-capped server transport and map an empty-log 416
  to an empty result, keeping a genuine 416 an error
- trim a step log's partial leading line after the character cap rather than before,
  and never return an empty log when the retained window held content
- surface Bitbucket's `error.detail` alongside `error.message`
- treat commit-status `key`/`state` as nullable so one malformed row cannot drop a page
- match repository `full_name` case-insensitively and reject dot segments in a
  workspace slug before the outbound request
- type `reviewerAccountIds` as the comma-separated string it is
- trim optional Bitbucket query strings; correct the token lifetime to two hours

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-19 20:32:44 -07:00
Waleed 9f346765fe feat(granola): complete API coverage, note triggers, and connector validation (#6880)
* feat(granola): complete API coverage, note triggers, and validation fixes

Granola's public API exposes nine endpoints; Sim implemented three. Adds the
remaining six and wires the new programmatic webhook-endpoint lifecycle into a
managed trigger.

Tools (6 new, 9 total):
- get_transcript, list_audit_events
- create/list/update/delete_webhook_endpoint

Triggers: note.generated, note.edited, note.access_granted, plus an all-events
trigger. The provider handler registers the Granola endpoint on deploy and
deletes it on undeploy, scoped to the trigger's own event names, and verifies
every delivery with the Standard Webhooks HMAC-SHA256 signature Granola returns
on creation. event_id is the idempotency key, which Granola reuses across
retries.

Validation fixes to the shipped tools:
- get_note dropped speaker.attribution ("me"/"them"); now surfaced
- a 413 on get_note now explains that the transcript is too large inline and
  points at get_transcript, instead of surfacing a bare status code
- note IDs are URL-encoded rather than interpolated raw
- base URL, auth headers, and status-aware error handling are shared runtime
  helpers; params/outputs stay literal per file so the docs generator still
  reads them

Tests cover signature verification (including replay and body-tamper
rejection), event matching, subscription create/delete, and the block/tool
contract — plus a guard that ids shared between the tool and trigger surfaces
seed the same default, since block state is keyed by id and last-wins.

The knowledge-base connector was validated against the spec and needed no
changes.

* fix(granola): correct array output schemas, listing-truncation signal, and docs

Findings from validation passes over the tools, trigger, and connector.

Tools — array outputs were declared as `type: 'json'` with `properties`, which
describes an object, not an array. Agents and the output picker therefore saw
`notes.title` instead of `notes[i].title`. All 15 array outputs (including the
pre-existing three tools) now use `type: 'array'` with `items`, matching the
2000+ other tool files. The audit event `data` field stays `json`; it is
genuinely free-form per the spec.

Connector — `hasMore` was ANDed with the cursor, so a `hasMore: true` response
with no cursor was reported as a complete listing. The sync engine treats
exactly that shape as truncated and sets `listingTruncated` to block deletion
reconciliation; masking it meant a partial first page could be taken for the
whole corpus and reconciliation would hard-delete every note past it. Granola
would have to violate its own contract to emit that shape, but the engine
already handles it and the connector was hiding the signal. Also aligns
mimeType with the `.txt`/text-plain bytes the engine actually writes (it was
the only connector of 101 claiming text/markdown).

Trigger — the setup instructions named a Granola settings path that does not
exist; the help center says Settings > Connectors > API keys in the desktop app.

Both list parsers now split commas inside array entries, so an array-wrapped
free-text value cannot be sent as one malformed identifier.

Block — `id`, `events`, and `hasMore` are produced by several operations but
their descriptions named only one, unlike `folders` which already documented
both meanings.

Adds connector tests pinning all four listingCapped quadrants and the
truncation signal, and tool tests for the list parser and the PATCH body's
per-field "omit means unchanged" semantics.

* fix(granola): clean up webhook endpoints created by a failed registration

Raised independently by both reviewers. The registration service only rolls
external state back when createSubscription *returns* — its rollback is guarded
on `preparedProviderConfig`, so a handler that throws is assumed to have left
nothing behind. Granola's handler broke that contract: when Granola accepted the
POST but the success body was missing `id` or `signing_secret` (including a body
that failed to parse and became `{}`), it threw with the endpoint already live.

Nothing then recorded an external id, so undeploy could not remove it, and
Granola kept delivering to a callback whose signature could never be verified —
duplicating on every deploy retry.

The handler now removes what it created before rethrowing, matching the pattern
grain's multi-hook create already uses. It deletes by id when Granola returned
one, and otherwise recovers the endpoint by matching the callback URL, which
also covers a connection that fails after the request reached Granola.
Endpoints whose URL was redacted to its origin are never matched — that
comparison could delete another workflow's endpoint on the same host. Cleanup is
best effort and never masks the original failure. A non-2xx is left alone, since
no endpoint was created.

Also folds the delete call shared with deleteSubscription into one helper.

* fix(granola): never recover an orphaned endpoint by callback URL

The previous commit's URL-based recovery was unsafe. A redeploy reuses the live
registration's `path`, so the candidate and the currently serving endpoint share
a callback URL — listing by that URL and deleting every match would remove the
live deployment's endpoint and silently stop a working trigger, which is worse
than the leak it was trying to prevent.

Cleanup is now keyed solely on the id Granola returned. When the success body
carries no id there is no way to tell the candidate's endpoint from the live
one, so it is left in place: a leaked endpoint produces unverifiable deliveries
that Granola disables on its own, whereas deleting the wrong one takes down live
traffic with no signal.

The 2xx-missing-signing-secret case this originally fixed still cleans up, since
that response does carry an id.

Adds a test asserting no lookup or delete is attempted when the response has no
id, so URL matching cannot be reintroduced unnoticed.
2026-08-19 19:02:27 -07:00
Waleed f17938c09e feat(cbinsights): add CB Insights API v2 integration (#6879)
* feat(cbinsights): add CB Insights API v2 integration

Covers every non-streaming v2 endpoint across 25 tools: free organization
lookup, firmographics search, funding rounds and cap tables, investments,
portfolio exits, business relationships, management and board, the Mosaic /
Commercial Maturity / Exit Probability outlooks and their histories, funding
windows, revenue, strategy maps, Scouting Reports, ChatCBI, and RAG context.

CB Insights authorizes by client-credential exchange rather than a static
key, so the tools run through directExecution: the shared executor trades the
credentials for a bearer token, caches it briefly, and re-authorizes once on a
401 — the token lifetime is undocumented, so expiry is discovered rather than
predicted.

ChatCBI and RAG declare request.modelInput so an activated Sim secret in the
message is projected to its canonical label before reaching a third party's
model. directExecution still runs projectToolModelInputParams, so the two are
compatible.

The two streaming endpoints are deliberately excluded; they deliver
incremental JSON chunks and their non-streaming counterparts return the same
content in one piece.

* fix(cbinsights): reject malformed ID lists and bound the token cache

- Reject an organization ID list containing an invalid entry instead of
  dropping it. Silently filtering meant a typo ran the request against a
  narrower set — spending credits on the wrong organizations, or quietly
  widening a filtered search — and still reported success.
- Apply the same rule to the optional firmographics ID filters, where a
  dropped filter broadens the search rather than narrowing it.
- Bound the process-wide token cache so a long-lived worker serving many
  CB Insights accounts does not grow with the cumulative number of accounts
  seen. Expired entries are swept on write, then the oldest evicted.

* fix(cbinsights): stop paging and blank input bypassing the search guards

- Measure the firmographics empty-search guard against the filters alone.
  limit, nextPageToken, and sort were in the same object, so a request
  carrying only paging slipped past it and issued an unfiltered search over
  the whole database — which still spends credits.
- Reject a mistyped numeric bound instead of dropping it. A bad headcount,
  funding, or valuation filter silently widened the search, the same failure
  mode already fixed for ID lists.
- Treat an empty comma segment identically on the required and optional
  paths. A trailing or doubled comma is a separator artifact that cannot
  change which records are requested, so both paths now discard it; every
  other malformed entry is still rejected.

* fix(cbinsights): accept only plain decimal organization IDs

Number reads "0x10" as 16 and "1e2" as 100, so either notation resolved to a
real but unintended organization and the request spent credits on it. Both the
path-scoped and the bulk validators now require a plain run of digits, and use
Number.isSafeInteger so an ID past the precision limit cannot round to a
neighbouring one.

* fix(cbinsights): bound a numeric organization ID to the safe-integer range

The string path already required a safe integer; the numeric path still used
Number.isInteger, which accepts a value past the precision limit. JSON parsing
has already rounded such a value, so the request would target a different
organization than the caller supplied.
2026-08-19 18:31:14 -07:00
Waleed a9cf760c0f feat(pitchbook): add PitchBook integration (#6876) 2026-08-19 18:03:25 -07:00
Waleed 40aa8ad5eb feat(crunchbase): add Crunchbase Data API integration (#6875)
* feat(crunchbase): add Crunchbase Data API integration

Covers the v4 Data API end to end: dedicated search and lookup operations
for organizations, people, funding rounds, and acquisitions, plus generic
collection-parameterized search and lookup reaching the remaining 39
collections, single-card paging, autocomplete, the deleted-entity feed, and
fields metadata.

Adds a crunchbase-errors extractor: the API answers failures with a bare
JSON array, which no existing extractor reads, so an auth or predicate
failure would have reported only its HTTP status.

* fix(crunchbase): honor card paging limits and cursor exclusivity

- Cap a card page at the documented 100-item maximum instead of Search's
  1000, which the shared Limit field made easy to carry over
- Always request the card's identifier so a narrowed cardFieldIds cannot
  return a full page with a null cursor and stall a paging loop
- Reject the mutually-exclusive afterId/beforeId pair on the card and
  deleted-entity endpoints, not just on search
- Report an unexpected card shape as empty rather than wrapping the
  envelope as a one-row page
2026-08-19 17:23:20 -07:00
Theodore Li 1372977d07 feat(setup): publish standalone self-hosting package (#6849)
* feat(setup): publish standalone self-hosting package

* fix(setup): refresh discovered compose installs

* improvement(setup): unify repository command

* fix(setup): harden standalone package launch

* Update README.md

* fix(setup): isolate standalone compose installs

* fix(setup): restore default stopped installs
2026-08-19 20:04:05 -04:00
5d6268db91 fix(branding): refresh Google branding (#6786)
* fix(branding): refresh Google logo

* refactor(branding): trim Google icon tests and correct the SVG wrapper

Drop the GoogleIcon and SocialLoginButtons snapshot tests: they pinned exact
attribute strings, the asset byte length, and the absence of markup the
component never contained, so they broke on any legitimate tweak without
catching real regressions.

Correct the wrapper's viewBox to 0 0 200 204 so it matches the artwork, which
bleeds to all four edges. The previous 204-wide box pinned four units of dead
space to the right via xMinYMin, offsetting the mark within its box.

Rewrite the TSDoc: it described avoiding a WebKit foreignObject gradient bug,
but this file never used foreignObject and already ships 106 linearGradient
definitions. Document the real reason instead - Google publishes the current G
only as a raster.

Align the auth button icon on shrink-0 with its sibling callsite.

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-19 13:59:40 -07:00
Waleed 4f9d5f33b0 improvement(search): search every folder, and document real API error bodies (#6861)
* improvement(search): search every folder, and document real API error bodies

Search on Files, Tables, and Knowledge was ANDed with the open folder, so a
query only ever matched that folder's direct children — and the query was not
cleared when you entered a folder, filtering the folder you just opened down to
the same matches. A non-empty query now searches the whole workspace, a
Location column names each result's folder, and opening a folder ends the
search.

Also gives GET /api/v2/files a `recursive` flag, and replaces the single shared
OpenAPI error example — which showed `BAD_REQUEST` under every status tab — with
one real body per status.

* fix(search): discard the search term on clear instead of masking it

`useSearchFilterValue` returned the debounced term whenever the input was
non-empty, so clearing only hid the settled needle. The mask lifted on the next
keystroke while the debounce still held the pre-clear term — opening a folder
and typing within the window searched the whole workspace for the query the
user had just abandoned.

A clear now resets the settled term rather than hiding it, adjusted during
render so the reset is visible to the render that follows the clear. The
initial state is seeded from the first value so a deep-linked `?search=` still
filters on the first render.
2026-08-19 13:55:53 -07:00
Vikhyath MondretiandClaude Opus 5 521348b529 feat(secrets): record which secrets each run resolves, and surface it per secret (#6823)
* feat(secrets): record which secrets each run resolves and surface it per secret

Redaction stops a value at a boundary but cannot stop code that never emits it —
a Function block can print a key one character at a time and nothing ever matches
the secret. That is undecidable in general, so this adds the other half of the
posture: attribution.

Every run now records which configured secrets it actually resolved, under whose
identity, through which surface (workflow, Sim agent, MCP). The data already
existed in ResolvedSecretTraceRegistry.addActiveEntry and was persisted only for
paused runs; this persists it for every terminal path.

Execution logs cannot answer this. They store the whole available encrypted
environment rather than what a run referenced, they evidence a secret only where
value-matching redaction happened to fire, and they expire under
logRetentionHours — while "who has touched this key" outlives any single run.

- secret_usage: per-UTC-day rollup keyed by workspace, secret, scope, owner,
  source, workflow, actor. A one-minute schedule touching three secrets would
  otherwise write thousands of rows a day, which is also why this is not
  audit_log. workflow_id/actor_user_id use '' sentinels rather than null so the
  unique key works on Postgres 14 without NULLS NOT DISTINCT, and are not FKs:
  they are historical facts, and an onDelete would rewrite a key column.
- secret_owner_user_id is part of the key. Two people can hold a personal secret
  under one name and a shared personal secret resolves for a caller who does not
  own it, so name and scope alone do not identify a secret. It is NOT the actor:
  a scheduled run resolves the workflow owner's personal slice under the
  workspace's execution actor.
- Direct environment reads are now detected in JS (TypeScript AST), Python
  (tokenizer-checked) and shell (quote/heredoc-scanned), so a secret read as
  environmentVariables['K'] or $K enters the run's provenance instead of going
  unredacted. Each detector prescans for names that are actually configured
  secrets before paying for a lex or quote-frame pass.
- Copilot integration tool calls are covered: resolveCopilotEnvReferences
  substitutes {{SECRET}} into user-only params, which is a real use.
- See usage lives behind a credential-admin gate, using the same predicate that
  reveals the value; members get a disabled chip explaining why.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* chore(audit): register the secret-usage route in the validation baseline

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): keep rollup metadata with its run, and stop shadowed bindings faking usage

Review round 1.

- record.ts: last_execution_id/last_trigger were assigned unconditionally while
  last_used_at was chosen by greatest(), so two runs completing out of order split
  one row between them — the newer run's timestamp beside the older run's execution
  id, making "View log" open a run the row does not describe. Both are now guarded
  on the timestamp actually advancing, so the row's metadata always belongs to the
  run that owns its timestamp.
- javascript.ts: a local binding named environmentVariables (declaration, parameter,
  destructured binding, or bare reassignment) made reads off the user's own object
  look like mounted-secret reads. Any such binding now disables detection for the
  file; the AST already had parent pointers, so this is a kind check during the
  existing walk.
- python.ts: same class of bug with no parser available, so the rule is an allowlist
  — every mention of the binding must be a literal subscript or .get(), otherwise
  detection is off for the file. This also subsumes the cross-line attribute case
  (other.\n environmentVariables['K']), which the previous space-and-tab look-behind
  missed.

Under-reporting is the safe direction here: a trail that claims a use that never
happened is worse than one that misses a use.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* chore(db): format the generated migration snapshot

CI runs lint:check across every workspace; the drizzle-kit output in packages/db
had never been through biome, so the branch was green locally (where lint had
only been run inside apps/sim) and red on CI. Whitespace only — both files are
byte-for-byte identical once parsed, and drizzle-kit still reports no pending
schema diff against the reformatted snapshot.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): detect every rebinding of the environment identifier, not just declarations

Review round 2. A bare `for (environmentVariables of rows)` has no declaration to
key off, so the previous check missed it and reads of the loop value were still
recorded as secret usage.

Rather than extend the hand-rolled node-kind list, this reuses the pair the same
file already applies to reject a placeholder in a write position:
isDeclarationIdentifier covers declarations, parameters, destructured bindings and
imports, and isWriteIdentifier covers every assignment operator, ++/--,
destructuring targets, and for-in / for-of initializers.

That also closes four forms neither the review nor the original check named:
logical (||=) and nullish (??=) assignment, and object and array destructuring
assignment. Six of the eight added cases fail against the previous check.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): apply the rebinding rule to shell, and say when a run's log is gone

Review round 3, plus the docs that were left claiming the old behavior.

- shell.ts: a script that writes a configured name (API_KEY=local, export/local/
  readonly, read, for, unset) expands its own value from that point on, not the
  mounted secret, so recording it claimed a use that never happened. Every mention
  of the name must now be a `$NAME` / `${NAME}` expansion, matching the allowlist
  shape the Python detector already uses. Applied per name rather than per file:
  JavaScript and Python shadow one object holding every secret, whereas rebinding
  one shell variable says nothing about the rest.

- The usage trail deliberately outlives execution logs, so a row routinely names a
  run whose log has been pruned. The read now left-joins workflow_execution_logs on
  its unique execution_id and reports availability, and the panel renders the chip
  disabled with the platform tooltip instead of linking into an empty Logs view.
  Three states: no run to link, a run whose log is gone, and a live link.

- Docs said a direct environmentVariables/$KEY read does not activate masking,
  which this branch changes. Corrected in credentials.mdx, function.mdx and the
  logging FAQ, and the recognition limits are now written down: runtime-built
  names, reassigned bindings, and reads that cannot be told apart from text.
  Added a "See usage" section covering who can see it and why an empty trail
  means "nothing recognized" rather than "never used".

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): writing a name is not reading it, and a bare mention is not a rebinding

Review round 4.

- javascript.ts / python.ts: `environmentVariables.API_KEY = 'x'` and
  `delete environmentVariables.API_KEY` touch the name without ever reading the
  mounted value, but the detectors matched the member access and recorded a use
  that never happened. JavaScript now asks the same isWriteIdentifier the
  placeholder rewriter uses (its parameter is widened to ts.Node — the body
  already walked generic nodes, so this is a type change, not a behaviour one)
  plus a delete check; Python excludes a subscript followed by `=` and a `del`
  target.

- shell.ts: requiring every mention of a name to be an expansion also fired on
  text that binds nothing — a comment naming the key, or `echo "API_KEY=$API_KEY"`
  where the literal is an argument rather than an assignment — and dropping those
  cost masking on a genuine read. It now looks for actual writes: an assignment at
  command-word position, a binding builtin, `printf -v`, or a `for` target.

  The two directions are not symmetric, which is why this errs toward detecting
  the read: missing a write records a use of a secret the script only had in its
  environment, a misleading audit row and nothing more, since masking still
  searches for the real value and will not find it. Over-detecting a write
  suppresses masking on a value that does reach the log.

  This also makes the code match what the docs already described — skipping after
  a rebinding, not after any mention.

13 tests added; 11 fail against the previous code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): an update reads before it stores, and a del target may be parenthesized

Review round 5. The first of these is a regression from round 4.

- javascript.ts: reusing isWriteIdentifier to answer "is this a read" was wrong.
  That predicate answers the rewriter's question — is this a target the
  substitution must refuse — so it treats every assignment operator alike, which
  is correct there and wrong here: `+=`, `||=`, `??=`, `++` and `--` all load the
  current value before storing, so they are genuine reads and were silently
  losing their masking. Only a plain `=` stores without reading. Replaced with a
  purpose-named predicate, and isWriteIdentifier's parameter is narrowed back to
  ts.Identifier now that nothing else needs it widened.

  A test committed last round asserted the wrong behaviour for `+=`; it has been
  corrected rather than left to pin the bug.

- python.ts: `del (environmentVariables['K'])` slipped past a check that looked
  only at the characters immediately before the match. It now isolates the
  enclosing logical line and tests whether that is a del statement, which also
  covers `del((x))`, `del(x)`, `del a, x`, and a del after a semicolon.

12 tests added or corrected; 10 fail against the previous code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): stop excluding Python writes, which kept leaking in the unsafe direction

Review round 6. Greptile found that `del environmentVariables[environmentVariables['K']]`
had its inner access — which computes a key, so it is a genuine read — skipped
along with the delete, leaving that value unmasked.

The narrow fix was another textual rule. Instead this removes the write and delete
exclusions from the Python detector entirely, because they were optimizing the
wrong direction.

`resolvedSecretNames` feeds `outputSecretMatcher`, an exact-value matcher over the
output. Naming a secret the code never read costs nothing there: the matcher scans
for a value that does not appear. Failing to name one that was read leaves it
unmasked. The two error directions are therefore not comparable, and the
exclusions bought only audit-trail tidiness while every heuristic they needed has
so far leaked into the dangerous side — first a parenthesized target, now a nested
read. A `del` or an assignment is reported like any other access.

JavaScript keeps its exclusion: a real AST answers the question per node, with no
text to misread, and it has produced no such hole.

Net 30 lines removed from python.ts.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): report recognized reads instead of proving they are not reads

Review round 7. Greptile flagged both directions at once — false usage from
reporting a write target, and unmasked secrets from the file-wide shadow flag —
so I traced what the signal actually drives before choosing.

The chain: the compiler's names feed outputSecretPlaintextsByName and the
exact-value matcher, NOT context.resolvedSecretNames, which starts empty. After
execution activateOutputSecretProvenance scans the output and adds only names
whose plaintext actually appeared; those become __resolvedSecretNames, which
tools/index.ts turns into recordResolved calls, which is what the usage trail
reads.

So a compile-time false positive produces no usage row on the ordinary path — it
only hands the matcher a value the code never emits. It does produce one on the
!projection.safe fallback, where the system already over-approximates by design.
A false negative, by contrast, keeps the value out of the matcher entirely, so a
genuinely read secret is never masked on any path.

That asymmetry decides it, so every "prove this is not a read" mechanism is gone:

- javascript.ts: the file-wide shadow flag. A helper declaring its own
  environmentVariables discarded genuine reads of the mounted binding everywhere
  else in the file — Greptile's security finding, and real.
- python.ts: the allowlist requiring every mention to be a subscript or .get().
  Same hole: passing the dict to a function suppressed unrelated reads.
- shell.ts: the rebinding check. It had the same hole in a form nobody flagged —
  `echo "$API_KEY"; API_KEY=local` dropped the first read, which is of the real
  secret.

What stays is the question of whether the text is code at all — strings, comments,
single quotes, quoted heredocs — plus the receiver check that `other.environment
Variables['K']` is a different object, and JavaScript's node-precise write/delete
exclusion, which cannot suppress a read elsewhere.

Net 215 lines removed across the three detectors and their tests. Docs updated:
the rule is now stated as reporting rather than proving, and that See usage may
occasionally list a secret the code had available but did not read.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* refactor(secrets): drop the last write-vs-read special case

`environmentVariables` is a plain object deserialized from the run payload
(route.ts:206), not a handle on the stored secret. Assigning to it changes
nothing outside the sandbox and is discarded when the run ends, so separating a
write from a read bought almost nothing while leaving JavaScript as the one
language still trying to prove a read is not a read.

Every language now follows the same rule: report a recognized read of a
configured secret name. The only exclusions left are facts rather than
inferences — the text is not executable (string, comment, single quote, quoted
heredoc), the receiver is a different object, or the name is not statically
knowable.

Docs note that assigning to the binding does not edit the secret.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* refactor(secrets): ship only the fields the trail actually shows

Five fields crossed the API and reached no reader: usageDate, firstUsedAt,
actorEmail, workflowId and actorUserId. The panel renders the timestamp, the
trigger, what used the secret, the actor's name, the run count and the run link;
everything else was projected, serialized and discarded.

first_used_at is dropped from the table as well. Nothing read it, and inside a
per-day bucket "first used that day" says nothing next to "last used that day" —
so it was a column written on every run for no question anyone asks. The upsert
loses its least() with it. Migration regenerated; the identifier columns behind
the joins stay, they simply are not returned.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): report referenced code secrets, not only ones that surface in output

The Function route activated a secret's provenance — and therefore its usage row
and downstream masking — only when the exact value appeared in the result,
stdout, or error. That gate made the trail miss silent use entirely: a key that
authenticates an API call and is never echoed reported nothing, and so did the
founding scenario of this feature, a key exfiltrated character by character. The
innocent run that echoed a key got a row; the run worth catching did not.

Activation now follows the referenced set the compiler already computes: resolved
{{KEY}} bindings plus recognized direct reads, filtered to configured values —
the same set the unsafe-projection fallback already activated. An extra name only
hands the output matcher a value that never appears; configured-but-unreferenced
values are still never included. The output-scan activation path and its surface
helper are deleted rather than kept alongside.

One old test pinned the gate ("does not activate a referenced secret that does
not cross the Function result"); it now asserts the reverse, with the reasoning
attached. Two new tests pin the char-split exfiltration and the silent API-call
case.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): shell escaping is backslash parity, not adjacency

Review round 8. `\\$API_KEY` is an escaped backslash followed by a LIVE expansion
— bash prints `\` plus the value — while `\$API_KEY` is an escaped dollar and
stays literal. Checking only the character adjacent to `$` read every even run as
escaped, dropping a real read from usage and masking alike; verified against
bash before fixing.

The scanner now counts the run of backslashes before the `$` and skips only odd
runs, the same parity rule logicalLineEndAfterContinuations in this file already
applies to line continuations. Six-case parity table added; the three even-run
cases fail against the previous check.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): recognize destructured environment reads

Review round 9. `const { API_KEY } = environmentVariables` delivers the value by
name with no property- or element-access node in the AST, so the member-access
walk missed it entirely — and a missed read leaves an emitted value unmasked,
the dangerous direction.

The AST walk now also recognizes the declaration form (shorthand, renames,
defaults, string-literal keys), the assignment form ({ KEY } = env), and a
...rest element — which names no key but takes every value, so it reports every
configured name; the alternative left `const { ...all } = env; return all`
entirely unmasked. A computed key stays unrecognized, the same runtime-name
boundary as a computed subscript, and a receiver that is not the bare identifier
is not attributed.

Nine cases added; the six positive ones fail against the previous walk.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): one receiver rule for destructured reads, parentheses included

Review round 10. Two accurate findings, folded into a generalization instead of
two more special cases:

- A parameter default (function f({ API_KEY } = environmentVariables)) and a
  binding-element default are the same by-name delivery as a variable
  declaration. The detector now keys on the ObjectBindingPattern itself and
  checks its parent's initializer, so every declaration position follows one
  rule instead of per-kind arms.
- Parentheses group without changing the receiver, so (environmentVariables) is
  unwrapped before the identifier check — in the destructuring arm AND the
  member-access arm, which had the same hole unreported.

Declined the for-of-over-array-literal finding: the receiver there is a
container, not the environment object, and following data flow through
containers has no fixed point — the same documented boundary as aliasing and
computed keys. A test pins the boundary so it reads as chosen, not missed.

Eight cases added; the seven receiver-rule cases fail against the previous code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(secrets): a dot in prose is not a qualifier, and a literal computed key is a subscript

Review round 11. Both findings were implementation-narrower-than-rule, fixed by
consulting authorities the detectors already had rather than adding new ones:

- python.ts: the receiver walk crosses whitespace so a parenthesized `other.` on
  a previous line is seen — but it landed on a comment's final period
  (`# Load the value.`) and discarded the genuine read on the next line. The
  landing position is now checked against the same lexer ranges that filter the
  candidates, which is also why the receiver check moves after lexing.
- javascript.ts: `const { ['API_KEY']: key } = environmentVariables` is the
  element-access rule in pattern position, so a computed key holding a string
  literal resolves like a literal subscript; any other computed key keeps the
  runtime-name boundary a computed subscript already has.

Eight cases added; the comment-period case and all three literal-computed-key
cases fail against the previous code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-18 18:32:20 -07:00
Waleed 3ff91f0439 improvement(docs): clean up leftovers from the code-block alignment PR (#6825)
* improvement(docs): clear leftovers from the reverted revisions

A cleanup pass over the final state. Every finding was residue from an approach
this PR tried and abandoned, or a claim that stopped being true when it did.

- Delete the copy-button svg sizing rule: a later rule sets `display: none` on
  that same element ungated, so sizing it was never observable. Superseded by
  the mask approach.
- Drop the paragraph in page.tsx arguing about a custom Shiki factory. The
  factory was deleted; nothing configures one now.
- Correct shiki-curl-json.ts, which still claimed the grammar "reaches the
  client path too". It does not — that was the justification for choosing a
  grammar over a transformer, so leaving it stated the opposite of the truth.
  Now records where it applies, where it does not, and why not to retry.
- Correct the global.css section header, which claimed the component owns the
  shell while the next rule defines it here.
- Qualify the `--copy-glyph` declarations with `:has(> svg[class*="lucide"])`,
  which the group's own comment asserts of every rule in it.
- Correct `getCode`'s TSDoc: the gutter is a `::before`, and pseudo-element
  content never reaches `textContent`, so line numbers were never what the
  clone guards. It guards transformer-emitted `.nd-copy-ignore` nodes.
- Compose `chipGeometryClass` and emcn's `ChipChevronDown` in the API example
  selector instead of restating their literals.
- Merge the duplicated `div[role="region"]` rule. The tablist pair stays split:
  biome's `noDuplicateProperties` reads a nested `@variant` setting the same
  property as a duplicate and fails the build — recorded so it is not remerged.
- Note that fumadocs ships its own gutter for `lines`-meta fences, which cannot
  be suppressed from here and would paint a second column.

* fix(docs): drop a highlighter registration that can never fire

fumadocs-openapi calls `renderCodeBlock` with a hard-coded `"json"` from both of
its call sites (`request-tabs.js:76`, `response-tabs.js:48`), so the docs
`CodeBlock` it routes through never receives a shell language. The
`getHighlighter('js', { langs: [curlJsonBodyGrammar] })` registering the
shell-scoped JSON-body injection therefore did nothing but await on every API
sample render, and the docblock claiming the grammar covers those samples was
wrong.

- Delete the call and its imports.
- State the grammar's real coverage: prose fences only, via `langs`. Both API
  reference paths are unreachable — samples are JSON, and the cURL usage tabs
  highlight client-side off fumadocs' own factory.
- Correct `code-block.tsx`'s TSDoc, which still said API samples come from
  fumadocs' own renderer. They come through this component; `UsageTab` is the
  renderer that bypasses it.
- Re-home a comment orphaned when two CSS rules merged — it had drifted onto
  the rule below and read as documenting it.
- Drop a `.nd-copy-ignore` claim about transformers emitting those nodes;
  nothing here does, and upstream parity is the reason the clone exists.
2026-08-18 15:28:02 -07:00