Commit Graph
264 Commits
Author SHA1 Message Date
Vikhyath MondretiandClaude Opus 5 fe0b92bb6d feat(secrets): show where a secret is referenced, beside its usage log (#6947)
* feat(secrets): show where a secret is referenced, beside its usage log

"See usage" answered who has run something with a key. It could not answer the
question a rotation actually starts from — where is this wired in — because a
secret four blocks depend on but nothing has executed yet has no usage rows at
all, so the panel read "This secret has not been used yet" for a live key.

The usage view now carries two tabs. Logs is the existing trail, unchanged and
still the default, since that is what the header action has always opened.
References is new: the blocks that name the secret as {{KEY}}, grouped under
their workflow, then the custom tools and MCP servers whose own bodies carry it.

Detection is the workspace-fork remapper's. remapSubBlocks already walks nested
tool-input params, resolves canonical basic/advanced pairs, and skips dormant
and condition-hidden members, so calling it per block inherits every rule a
fork already obeys. Only the aggregation is new: scanWorkflowReferences
collapses its output to unique (kind, sourceId) pairs and discards the workflow
— right for building a mapping table, wrong for locating a key. Nothing under
ee/workspace-forking changed.

- Candidates come from strpos(sub_blocks::text, name) > 0, deliberately not
  LIKE: `_` is a LIKE single-character wildcard and nearly every env key
  contains one, so SB_ACTION_ROUTER_SECRET would match text it does not occur
  in. The prefilter can over-match but never under-match; the scanner decides.
  The plan is an index scan on workflow by workspace, nested-looped into
  workflow_blocks, so cost tracks the workspace rather than the table.
- Scope gates the read but does not narrow it. A {{KEY}} names a key, not a
  scope, so the same sites answer for a workspace secret and the personal one it
  shadows; narrowing here would report a personal secret as unreferenced the
  moment a workspace variable of the same name existed.
- References reports one field per block, not a list. The remapper dedupes a
  block's references by (kind, sourceId), so a block naming the secret twice
  yields one entry — the type says so and a test pins it, because the row
  renders that field as its whole description.
- Reads live state, not deployed: a draft workflow referencing the key must
  show. Blocks are capped and the cap is reported as `truncated` rather than
  silently trimming the list.
- Authorization is the existing usage gate, renamed requireSecretTrailReadAccess
  and shared verbatim, so the two tabs can never disagree about who may look.

UI is existing primitives only — ChipModalTabs for the strip, DetailSection per
workflow over RESOURCE_LIST_STACK rows, IntegrationTile for the block glyph so a
block reads here as it does on an integrations row, SettingsEmptyState for the
gates. No new component, no new class.

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

* fix(secrets): close the reference-scan scope bypass and bound its output

Review round 1.

- use-cases.ts: `scope` was a caller-controlled assertion the reference scan never
  narrowed by, so `scope=personal` returned from the shared gate before any check
  and handed any workspace member the admin-gated reference map for any workspace
  secret. The usage trail can trust that scope because it filters the read by
  `secretOwnerUserId`; a name-based workspace-wide scan cannot. References now
  authorize on what the NAME resolves to — a workspace secret under that name is
  admin-gated outright, and absent one the caller must actually hold a personal
  secret of that name, which also stops a member enumerating arbitrary names.
  `scope` is dropped from the input, the contract, the hook and the query key
  rather than merely ignored: a parameter that does not exist cannot be asserted.
  The trail gate keeps its old name and a note saying why only a scope-narrowed
  read may reuse it.

- scan.ts: the prefilter matched the bare name, so `API_KEY` also read every block
  holding `{{API_KEY_TEST}}` or the words "the API_KEY value" — and those false
  positives counted against the row cap, so on a workspace with enough of them
  genuine references sorted later were never read at all. It now matches the
  reference syntax (`{{name}}`, with the whitespace ENV_REF_PATTERN allows), so a
  candidate is a real occurrence and the cap means what it says. A name outside the
  env-key charset short-circuits, which is also what makes it safe to inline into
  the regex unescaped. Verified against a real workspace: the exact key still
  returns its 16 blocks, its prefix now returns 0 where it previously matched all
  16, and a metacharacter name touches no query.

- scan.ts: capping tool and server ROWS did not bound the output — one MCP server
  emits an entry per matching header plus one for its url, so 200 rows could expand
  past the contract's 400-entry bound and make the route reject its own response,
  turning a successful scan into a 500 and the tab into "Could not load
  references." Emission now stops at the bound and reports `truncated`.

- secret-references-panel.tsx: the empty-state early return preceded the truncation
  banner, so a capped scan that filtered everything out claimed the secret was
  unreferenced. Both paths now share one note, and silence from a capped scan reads
  as absence of evidence rather than evidence of absence.

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

* fix(secrets): cover unicode whitespace, legacy keys, and the shadowed-personal tab

Review round 2 — all three follow from round 1's own fixes.

- scan.ts: the syntax prefilter anchored on `[[:space:]]`, but the two engines
  disagree about what whitespace is. `ENV_REF_PATTERN`'s `\s` accepts U+00A0,
  U+202F and U+3000; Postgres `[[:space:]]` matches only the ASCII set. So a value
  pasted with a non-breaking space inside the braces is a reference the executor
  resolves and the prefilter silently dropped — the one failure direction this
  feature must never take, since the answer it gives is "unused, safe to delete".
  Anchoring on `[^[:alnum:]_]` instead accepts every whitespace encoding while
  still rejecting a longer key on either side, and needs no code-point list that
  could drift. It can admit a non-reference like `{{-NAME-}}`; that costs one
  candidate row, and the scanner re-checks every candidate regardless. Erring loose
  here is deliberate. (Greptile's `{{\tAPI_KEY\t}}` example was already handled —
  tab is ASCII — but the unicode half of the finding was real.)

- use-cases.ts: the gate read `keyAccess.knownKeys` as "a workspace secret exists
  under this name", but that set only covers names with an `env_workspace`
  credential row. A legacy value written before the ACL existed has no row and
  still wins at run time, so it fell through to the personal branch and handed a
  non-admin the reference map for exactly the oldest keys. It now reads the
  authoritative `workspace_environment.variables` map through a new
  `hasWorkspaceEnvValue`, which is documented against `knownKeys` so the two are
  not confused again. `getWorkspaceEnvKeyAdminAccess` keeps its existing contract —
  its `knownKeys` still answers the ACL question its other callers ask.

- secret-references-panel.tsx: a personal secret shadowed by a same-named workspace
  variable could open the view (its owner may read their own Logs) but References
  always hit the workspace refusal and rendered a generic load error — a tab
  offered in a state where it cannot succeed. The refusal is correct; the tab now
  states the shadowing instead of asking for a map it will be denied, reusing the
  wording the detail page already shows. No request is made in that state.

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

* fix(secrets): re-check the reference gate's volatile input after the scan

Review round 3.

The name-resolution gate reads whether a workspace value exists, then scans. A
workspace secret created between the two makes the map now in hand admin-gated,
so a personal owner could receive it without workspace-secret administration.

The window is small and the data is derivable — a workspace member can already
open every workflow and read its `{{KEY}}` references — but the gate's stated
contract is that references follow the same predicate as revealing the value, and
a point-in-time check that can be overtaken does not honour that. An advisory lock
or a snapshot transaction would serialize a read-only view against secret writes
for it, which is the wrong trade.

Instead the one volatile input is re-read after the scan and the request fails
closed if it flipped. `requireSecretReferencesReadAccess` now reports which branch
authorized: an `admin` grant holds however the name resolves and pays nothing,
while a `personal` grant — the only one resting on absence — is re-checked. A
non-admin loses nothing they were entitled to keep; the request is refused the way
it would have been a moment later.

Adds a `listSecretReferencesUseCase` suite covering both denial paths, the legacy
value, the personal owner, the admin short-circuit, and the race itself.

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

* fix(secrets): accept JSON-escaped whitespace in the reference prefilter

Review round 4.

The prefilter reads a `::text` rendering of a JSON column, and `jsonb::text`
renders a real tab inside a string value as the literal pair `\` `t`. `t` is
alphanumeric, so `[^[:alnum:]_]` could not consume it and the row was discarded
before `ENV_REF_PATTERN` ever ran — the References tab omitting a live reference
and reporting `truncated: false` while doing it.

Round 3's fix was verified against a raw text value rather than the JSON
rendering, which is exactly why it looked correct: `E'{{\tAPI_KEY\t}}'` matches,
`jsonb_build_object('v', E'{{\tAPI_KEY\t}}')::text` does not.

The gap between `{{` and the name now accepts three encodings at once — raw
characters (covering every Unicode space, which Postgres `[[:space:]]` misses),
JSON two-character escapes, and `\uXXXX` (how a vertical tab survives the same
rendering). Verified against the real jsonb rendering: tab, newline, carriage
return, vertical tab and form feed all recover, U+00A0 / U+3000 / space / plain
keep matching, and `{{API_KEY_TEST}}`, `{{MY_API_KEY}}` and prose are still
rejected — so the row cap keeps meaning what it says.

Plain-text columns (`custom_tools.code`, `mcp_servers.url`) carry no JSON
escaping, but tool code is JavaScript source and can contain the same escape
sequences literally, so the one predicate is right for every column.

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

* feat(secrets): land the References link on the block, and name its field

Feedback round.

- Logs leads the tab strip. It was already the default tab; the order now says so.

- The usage view drops its resource heading for a plain "Usage" title. The back
  chip already names the secret, so the tile and the subtitle underneath were
  saying it a second time. `CredentialDetailLayout` gains an optional `title`
  that renders the same element, class and column position the settings shell
  gives `SettingsPanel` — which is how the sibling Forks "Activity" view titles
  itself. Existing callers pass nothing and are unchanged.

- A block row now lands on the block instead of the workflow's default framing.
  The editor had no URL params at all, so `?block=` is its first: read once on
  arrival, acted on, and stripped. It is a navigation signal rather than canvas
  state — the carve-out in sim-url-state.md is about pan, zoom, selection and
  drag, which are socket-synced or high-frequency; this is neither, and it rides
  in the link so a middle-click or reload keeps it where an in-memory handoff
  could not.

  The consuming effect mirrors the note-search reveal in the same file, including
  the three details that make that one work: read from `displayNodes` so a target
  arriving before its node mounts is retried on the mounting commit, route
  selection through `resolveSelectionConflicts`, and latch in a ref. It also
  claims `userFocusedWorkflowIdRef` the way a node click does, because `onInit`
  re-reads that inside its own rAF and would otherwise `fitView` over the camera —
  and that ref is reset by exactly the `workflowIdParam` change a deep link causes.
  The panel opens for free: `syncPanelWithSelection` already follows selection.

  `useSearchParams` needs a Suspense boundary and the editor's ancestry has none,
  so the read lives in a leaf under its own `fallback={null}` rather than wrapping
  the editor and adding a `loading.tsx` to its mount path. `next build` passes.

- A tool-input reference showed `tools-tool-0-code`. Those
  `{subBlockId}-tool-{index}-{paramId}` keys are documented as an ephemeral,
  client-only projection of the canonical `tool-input` value and are not meant to
  be persisted, but older rows carry them — so the scanner reported whichever the
  record yielded last. They are dropped before scanning, which is right even where
  the two disagree: `tool.params` is what executes, so a mirror the canonical no
  longer matches describes a reference that no longer runs.

- The row now shows the field's label from the block config rather than its
  storage id — "API Key", "Tools", "Code", "Bot Token" — falling back to the id
  when the block or field is unregistered.

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

* fix(secrets): make the reference prefilter exactly as tight as the authority

Review round 6.

The gap between `{{` and the name accepted any non-word character, so
`{{-API_KEY-}}` and `{{"API_KEY"}}` matched in SQL while `ENV_REF_PATTERN`
rejects them. The previous commit called that free — "costs a candidate row and
nothing else" — which was wrong: a candidate row is a slot under
BLOCK_SCAN_LIMIT, so enough near-misses sorted earlier exhaust the cap before a
genuine reference is read, and the tab reports a live key as unused. That is the
same failure the tightening in round 1 was meant to remove, reintroduced by the
round 4 loosening that fixed JSON-escaped whitespace.

The gap now enumerates exactly the whitespace `\s` accepts, in each encoding it
can arrive in: `[[:space:]]` for raw ASCII, `\\[tnrf]` and `\\u000[bB]` for the
JSON escapes, and an explicit class for the Unicode spaces Postgres emits
verbatim but `[[:space:]]` does not match.

That class is generated from a code-point table rather than written literally.
Writing it by hand put a run of invisible characters in the source — a reviewer
cannot check them, and a formatter or editor can silently mangle them. The table
is the readable form and `toPgEscape` renders it.

Verified against the real jsonb rendering, 17 cases: raw space, tab, newline,
carriage return, vertical tab, form feed, U+00A0, U+202F, U+3000 and an embedded
reference all match; `{{-API_KEY-}}`, `{{"API_KEY"}}`, `{{API_KEY_TEST}}`,
`{{MY_API_KEY}}`, prose and an across-braces span all do not. Every candidate the
SQL admits is now a real occurrence, so the cap counts references and nothing
else.

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

* fix(secrets): cap the reference scan on results, not candidates

Review round 7.

The prefilter now matches reference syntax exactly, but `remapSubBlocks` filters
further on semantics SQL cannot see: it drops dormant canonical members and
condition-hidden fields. So a block whose only `{{KEY}}` sits in a hidden field is
a genuine candidate that yields nothing, and with the cap counting candidates,
enough of those sorted earlier displaced active references out of the answer.

Unlike the previous two rounds this is not fixable by tightening the prefilter —
no SQL predicate can evaluate canonical modes or field conditions. So the cap
moves to what it should have counted all along: blocks REPORTED. Candidates are
read a page at a time up to a ceiling far above the result limit, so filtered rows
are absorbed as extra reads instead of taking result slots.

Paging rather than one large read because the alternative is holding every
candidate block's `sub_blocks` in memory at once; peak memory is now one page.
`blockId` joins the ordering as a final tiebreak, since OFFSET paging over a
non-unique sort can repeat or skip rows across pages — which here would
double-report a block or silently lose one.

This does not make the scan unconditionally complete, and the ceiling says so:
bounded work and guaranteed completeness cannot both hold, so the only real
choice is where the bound sits and whether it counts something the reader can
see. It now counts results.

Query plan re-checked with the OFFSET in place: still an index scan on workflow by
workspace, nested-looped into workflow_blocks. Test added that pins the fix — 2,500
prose candidates sorted ahead of one real reference, which the previous cap
dropped entirely.

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

* fix(secrets): drop the paging that caused drift, and stop false truncation

Review round 8.

- Paging removed. It bought headroom and paid with drift: `OFFSET` is positional,
  so a block renamed, inserted or deleted between page queries shifts the result
  set, and the scan skips a live reference or reports one twice. That is a worse
  failure than the one paging was added to fix, and it was self-inflicted last
  round. Candidates are read in one statement again — one statement is one
  snapshot, so neither skew nor duplication is possible — with the ceiling
  lowered to 4,000 so a single read stays a sane amount of memory. Result-capping
  survives, which was the actual point: filtered rows are still absorbed as extra
  reads rather than taking result slots.

- `truncated` no longer fires on an exact landing. The block path now uses the
  limit-plus-one read and strict `>` the resource paths already used, so a scan
  that ends precisely on a bound reports complete instead of warning about
  references that were all returned.

- The deep-link target is released when its block does not exist. It was cleared
  only on a match, so a link to a since-deleted block left the id set with the
  param already stripped: the effect re-checked on every canvas update forever and
  shadowed a later link to the same block. Once any node has mounted the canvas is
  populated, so an id still absent is gone and the target is dropped.

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

* fix(secrets): gate the deep-link release on the workflow being ready

Review round 9.

Round 8 released a deep-link target once `displayNodes` was non-empty, reading
that as "the canvas is populated, so a missing id is deleted". It is not: arriving
from another workflow the store still holds that graph, so nodes are present while
the linked workflow is still hydrating — and a valid `?block=` target was dropped
before its own blocks ever mounted.

The file already had the right predicate. `isWorkflowReady` pins
`hydration.phase === 'ready'`, `hydration.workflowId === workflowIdParam` and
`activeWorkflowId === workflowIdParam`, which is exactly "the graph now loaded is
this workflow's". Absence is only conclusive under that, and a node count never
was — it says something mounted, not whose.

This is the second fix to this release condition in two rounds, both from guessing
at a readiness signal instead of using the one the component already computes for
the same question.

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 17:30:17 -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 00d8a3fbfe fix(knowledge): refund a processing attempt whose dispatch never happened (#6938)
* fix(knowledge): refund a processing attempt whose dispatch never happened

`markDocumentsQueued` spends one attempt from the processing budget on every
dispatch, and `clearDocumentsQueued` already withdraws the queue stamp on the
one path that proves nothing was dispatched — but it left the attempt spent.

The budget exists to stop re-billing a document that keeps failing the same way
in processing. An attempt that never reached a worker teaches it nothing, so an
infrastructure outage — a Trigger.dev region error, an exhausted quota — burned
the allowance without a single run. MAX_PROCESSING_ATTEMPTS such outages
dead-letter the document, and the connector sweep filters on
`processingAttempts < MAX_PROCESSING_ATTEMPTS`, so automatic recovery stops for
a document that was never processed once.

Refunded in the same guarded statement as the stamp, so it can only ever give
back the charge this call made, and floored at zero.

Also corrects the stale-lock TTL doc, which still described the reclaim as
measuring `updatedAt` after it moved to `COALESCE(syncLockLeaseAt, updatedAt)`,
and the attempt-budget rationale, which predates the refund.

* chore(audits): re-record the route module-graph baseline

Every workspace route had drifted past what the baseline records, uniformly:
the shared `[workspaceId]/layout.tsx` grew +28 and each route inheriting it grew
+27 to +29. The knowledge page carries +18 of its own on top, which put it +46
over a +44 allowance and was the only entry actually failing.

Bisecting the growth across the last five commits on staging shows 2249 → 2251 →
2252 → 2253 → 2255 — one or two modules per unrelated feature PR, not a single
regression dragging in a fat dependency. That is the organic creep the
`max(25, 2%)` ratchet is meant to absorb and the re-record is meant to settle.

Counts only: all 34 entries are preserved and every entry's gateway set is
unchanged, so the registry-reachability gate and the per-entry ratchet keep
exactly the strength they had.
2026-08-21 11:21:26 -07:00
Vikhyath Mondreti ab66ce9149 fix(admin): harden dashboard billing operations (#6914)
* feat(admin): make dashboard billing operations durable

* fix(admin): close dashboard recovery gaps

* fix(admin): preserve member operation lock order

* fix(admin): harden durable operation boundaries

* fix(admin): report member operation failures accurately

* test(invitations): cover locked seat admission

* feat(enterprise): gate owner activation on acceptance

* fix(enterprise): keep owner activation recoverable
2026-08-20 22:31:11 -07:00
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
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
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
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
Vikhyath MondretiandClaude Opus 5 2ced737976 refactor(sub-blocks): make a registered selector the single source for a remote option list, and close the fork-sync reconfiguration gap (#6878)
* fix(workspace-forking): stop double-labelling a custom block's inputs, and derive their controls from the canvas

Two problems with how a repointed custom block's inputs render in the sync modal.

The field title printed twice. The row wrapper already draws the label and its
required marker for every dependent field — `DependentFieldSelector` takes a
`title` only to phrase its placeholder and renders a bare combobox. The
custom-block branch used `ChipModalField`, which owns a label of its own, so every
input showed its name twice. It now renders bare controls like its sibling does.

The control was chosen by re-reading the raw field type instead of asking the
function that already answers this. `subBlockTypeForField` decides what a Start
field becomes on the canvas; the modal had a parallel switch that had already
drifted, rendering a `file[]` input — an upload on the canvas — as a plain text
box, which would write a bare string into a field expecting file references.

`subBlockTypeForField` is now exported and the modal derives from it, so the two
cannot disagree about what a field IS; the modal only decides how that kind draws.
A file input is explicitly `unsupported` rather than falling through: it renders
disabled, saying it is set in the workflow, instead of inviting a value that
cannot work. A test walks every type a Start field can declare and asserts the
modal's choice follows the canvas's, so a type added later surfaces here rather
than silently becoming a text box.

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

* fix(workspace-forking): resolve a custom block's inputs against the target environment, and stop a re-sync wiping its uploads

A repointed custom block's inputs are configured at sync time, but the modal
drew them as bare text fields against no environment at all:

- `{{SECRET}}` had no completion, and no way to know which secrets exist in the
  workspace the value is written INTO.
- `<block.output>` had no completion. The canvas dropdown reads the workflow
  open in the editor; on the fork settings page there is none, and the workflow
  that matters is the target's.
- A `file[]` input has no control here (it is an upload on the canvas), so it
  had no stored override — and the block was rebuilt from overrides alone, so
  every sync silently dropped the target's uploaded files.

`WorkflowReferenceScope` lets a surface supply the workflow a reference resolves
against. Absent a provider, the hooks read the live editor stores exactly as
before, so the canvas is unchanged. The scope splits graph from values on
purpose: reachability cannot change with the text being typed, and the
validation hook runs in every reference-aware sub-block editor at once, so
subscribing it to live sub-block values would re-render all of them on every
keystroke. A test pins that split.

`replaceCustomBlockInputs` now seeds from the target block when it is ALREADY
the mapped type, layering the configured values on top. That keeps an input the
modal cannot offer a control for, and leaves a field the user simply did not
touch alone; a field they explicitly emptied stores `''`, which is an override
and still wins. Under a DIFFERENT current type nothing is carried over — those
values are keyed by another block's field ids, which is the orphaning this
function exists to prevent.

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

* fix(workspace-forking): stop a required file input deadlocking Sync

Both PR bots flagged this and they were right. A repointed custom block's
`file[]` input renders as a disabled control — it is an upload on the canvas,
and there is nothing to type here — but the Sync gate still demanded a
non-empty value for every REQUIRED dependent. So a custom block with a required
file input turned Sync off permanently, while the field's own hint told the
user to go set it in a workflow they could only reach BY syncing.

`isForkSyncConfigurableField` is the one predicate for "can the modal put a
value in this field", used by the gate and by the per-kind status badge so the
two cannot disagree. Skipping the gate is only safe because the sync no longer
clears the field: the target keeps what it has, and a genuinely missing value is
still caught by the block's own required-field validation at run/deploy time —
the same fallback every other unconfigured required field already relies on.

Also gives the disabled control an `aria-label` (the row's visible label is a
sibling, not associated), closing the second review note.

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

* refactor(sub-blocks): make a registered selector the single source for a remote option list

`dropdown` and `combobox` could only load a remote list through a per-block
`fetchOptions(blockId)`, which resolves its credential by reading the live
workflow store. That works on the canvas and nowhere else — which is why the
fork sync modal cannot offer those fields, and why every one of those fetchers
turned out to be a hand-rolled duplicate of a selector that already exists
(`triggers/gmail/poller.ts` calls the very contract `gmail.labels` wraps).

Both controls now accept `selectorKey`, resolved through the registry inside
`useFetchedOptions`. Deliberately NOT a second code path: the registry is
presented through the same two function shapes the props already describe, so
the existing lifecycle — request-id guards, dependency-scope reset, label
hydration — is reused verbatim, and paginated selectors drain through the same
`loadAllSelectorOptions` that search/replace and value resolution already use.

`isDynamic` replaces the `fetchOptions &&` test the controls used to decide
whether the fetched list or the static `options` array is authoritative; that
question outlives the prop it was asking about.

No block or trigger changes yet, so nothing moves off `fetchOptions` in this
commit: subblock `type`, `multiSelect`, and the stored value shape are all
untouched and no existing workflow is affected.

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

* refactor(triggers): move every credential-scoped option list onto a registered selector

Each of these `fetchOptions` resolved its credential with
`readSubBlockValue(blockId, 'triggerCredentials')` — a live-workflow-store read
— and then called the very selector contract a registered selector already
wraps. They were duplicates that only worked on the canvas.

Migrated: webflow sites/collections (x4 triggers), clickup workspaces, gmail
labels, outlook folders, and all six hubspot pickers. 425 lines of duplicated
fetch logic deleted.

The missing piece each one needed was `canonicalParamId: 'oauthCredential'` on
its credential subblock: `buildSelectorContextFromBlock` keys the context on a
subblock's CANONICAL id, so without it `context.oauthCredential` was never
populated and the block had no way to reach its credential except the store —
which is what forced the hand-rolled fetcher in the first place.

Five new hubspot selectors. `hubspot.pipelineStages` reads the pipelines
contract and narrows, because HubSpot returns stages inside the pipeline
payload rather than behind an endpoint of their own; sharing the one response
is also what keeps a stage list from ever describing a pipeline its sibling
picker is not showing. `objectType`/`customObjectTypeId`/`pipelineId` join
SelectorContext, and `resolveObjectType` keeps HubSpot's own `contact` default
so an untouched dropdown still lists properties for what it visibly shows.

Subblock `type`, `multiSelect`, and stored value shapes are unchanged, so
existing workflows are unaffected.

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

* refactor(triggers): move the table trigger's column picker onto table.columns

`fetchTableColumns` resolved the workspace from the active-workflow store and
the table id by reading two subblocks by name, then refetched the table list to
find one table's schema. The registered `table.columns` selector takes both from
the context — `tableSelector`/`manualTableId` already carry
`canonicalParamId: 'tableId'`, so the canonical pair resolves on its own — and
reads the table detail query directly.

Deletes the helper and the four imports it was the only user of.

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

* refactor(managed-agent): move its four pickers onto registered selectors

All four read one route distinguished only by `resource`, with the credential
pulled from the store by name. They are now `managedAgent.agents` / `.vaults` /
`.memoryStores` / `.environments`, and `lib/managed-agents/subblock-options.ts`
is deleted entirely.

The environment filter (cloud vs self_hosted expose different fields, so mixing
them offers choices the rest of the form cannot honour) moves into the selector
with `environmentType` on the context.

Also decouples two things `canonicalParamId` was conflating. It is both a
block's serialized PARAM NAME and the key `buildSelectorContextFromBlock` reads,
so making this block's pickers resolvable appeared to require renaming its
shipped `credential` param to `oauthCredential` — a rename that would change the
serialized shape of every existing managed_agent block, and one that
`blocks.test.ts` correctly refused. A picker should not be able to force a param
rename, so the context now reads a credential off the subblock TYPE when no
canonical id supplied one. It only fills a gap: a block that declares
`canonicalParamId: 'oauthCredential'` has already resolved it, including the
basic/advanced active-member logic the type check cannot express.

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

* refactor(sub-blocks): delete fetchOptions — a sub-block's options are a selector or derived, never both

Completes the migration. `fetchOptions`/`fetchOptionById` are off `SubBlockConfig`,
off both controls, and out of `useFetchedOptions`, leaving exactly two ways a
sub-block gets its options:

  selectorKey  — a registered selector. The ONLY way to load a remote list.
                 Parameterized by an explicit SelectorContext, so it works on the
                 canvas, in the fork sync modal, and anywhere else.
  options      — a static array, or a pure function of the block's own values.
                 No I/O.

Reading the remaining callsites showed most of the "derived" ones were nothing of
the kind — they were workspace-scoped remote fetches wearing a local-looking
signature. Those became seven `workspace.*` selectors (credential providers,
credential groups + their per-group providers, secret names, raw secret names,
sandboxes, trigger types) plus `providers.openrouterEmbeddingModels`. Only the
agent block's three capability dropdowns were genuinely derived; `options` now
takes the block's values so they can say so directly. The parameter is optional,
so every existing zero-argument options function is untouched.

`imap.mailboxes` is the one selector whose account is typed rather than stored.
Its password is deliberately absent from the query key: a query key identifies a
resource, a credential authorizes access to it. `oauthCredential` is safe there
because it is only an id — a typed password is a secret, and keys are cached and
surfaced by devtools. Host, port, TLS and username already identify the mailbox
list uniquely; the password rides the body exactly as before.

`selectorExcludeSelf` replaces the one thing a shared `sim.workflows` selector
could not express. It is a declared flag rather than a blanket rule because the
answer differs per field: the Sim trigger never receives events about its own
workflow, while the Logs block legitimately reads the logs of the workflow it
runs in.

Deletes `lib/workflows/subblocks/options.ts` and `triggers/editor-state.ts`
entirely — every caller was a `fetchOptions` resolver. The live-registry test for
the trigger vocabulary moves to the selector that now owns it, keeping its
lazy-import cycle guarantee under test.

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

* feat(workspace-forking): make every fork-clearable sub-block reconfigurable at sync time, and lint that it stays so

`clearDependentsOnRemap` wipes every transitive dependent of a remapped parent,
and a credential mapped between environments changes value on EVERY sync — so a
dependent the sync modal could not offer was re-emptied on every push, with
nowhere to set it that stuck. Setting it in the target did not survive. 36 fields
were in that state.

The selector migration closed most of it; this closes the rest. The collector now
also emits plain text dependents (`short-input` / `long-input`), which need no
selector — just somewhere to type — and the modal's no-selector branch renders
them through the same control it already drew for custom-block inputs. It
deliberately does NOT emit the manual half of a selector-backed canonical pair:
that pair already represents the field once, and its manual member is verbatim by
policy, so offering both would show one concept twice and invite writing into the
inactive half.

`forkDependentControl` replaces the direct `customBlockInputControl` call in the
view, because `fieldType` now means two different things: a custom-block input
declares a Start FIELD type (`string`, `file[]`), while every other no-selector
dependent is a canvas SUB-BLOCK whose own type says it. They agreed by accident
before; now they are classified separately.

`check:fork-dependent-coverage` fails when a sub-block under a
credential/knowledge-base/table anchor is none of: selector-backed, a canonical
pair member, a preserved name-based type, or text. 656 dependents, zero
uncovered, no baseline — verified to fail by seeding a regression. Picked up
automatically by `check:audits` (all 30 green).

Documented in `/add-block`, `/add-trigger`, and `.claude/rules/sim-integrations.md`,
including the two rules the checks enforce: a secret never enters a selector's
query key, and a fork-clearable dependent must be reconfigurable.

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

* fix(sub-blocks): stop selector-backed fields rendering undefined options, and pass derived values to ComboBox

Both found by Bugbot on the migration commit; both real, both mine.

A selector-backed field carries no static `options` — that is the point — but
`Dropdown` and `ComboBox` still read it on first paint, before any fetch resolves,
and `allOptions.map(...)` is unconditional. Every field moved to `selectorKey`
(Function sandboxes, Managed Agent pickers, OpenRouter embeddings, Logs
workflows, the migrated triggers) would throw on mount. The type said the prop was
required, so nothing caught it: the callsites pass `config.options`, which is
optional on `SubBlockConfig` and now genuinely absent.

Fixed on the controls rather than by restoring `options: []` to every migrated
sub-block: the absence is correct, so the component owns the default. `options`
is optional on both prop types and falls back to a shared empty array, which also
keeps a stable identity for the memo.

`ComboBox` never got the `options({ values })` wiring `Dropdown` received, so
agent's reasoning-effort, verbosity and thinking-level lists — all comboboxes —
silently stayed on their generic fallback instead of narrowing to the selected
model. Wired the same way, reading the block's own values from the store.

`selector-backed-subblocks.test.ts` pins the invariants against the real registry:
a named selector exists and can list, a selector-backed field never also declares
static options, and a field whose selector is gated on context declares the
`dependsOn` that rebuilds it. That last one immediately caught a third bug —
`clickup.triggerWorkspaceId` had no `dependsOn`, so its list would have loaded
once, empty, and never refetched once a credential was picked.

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

* fix(selectors): restore the credential-group provider label resolver, and probe getQueryKey for missing dependsOn

Two findings from a final adversarial pass over the migration, both the same
class as the three the review bots caught: something a `fetchOptions` sub-block
declared that its replacement selector quietly does not.

`credential-group.providerFilter` had a `fetchOptionById`;
`workspace.credentialGroupProviders` had no `fetchById`, so the canvas card
summarising several stored provider ids lost every label. The field is
multi-select, which is exactly when a label has to resolve without the full list.

The `dependsOn` assertion in `selector-backed-subblocks.test.ts` only probed
`enabled` against three hand-listed context fields, which is why it caught
`clickup.triggerWorkspaceId` and would have missed the rest. It now probes
`getQueryKey` as well — a selector's key names every context field its RESULT
depends on — and derives the sub-block-sourced set from
`SELECTOR_CONTEXT_FIELDS` rather than a literal. Verified by deleting a real
`dependsOn`: it fails naming the field and the fields it depends on.

Also checked and NOT changed: `display.ts` and the copilot dropdown validator
both guard `options` before use, so stripping `options: []` does not reach them.
The validator's behaviour does shift from "reject every value" (an empty
`validIds` array matched nothing) to "skip validation", which is a relaxation
rather than a regression. `function.sandboxId` kept its `dependsOn: ['language']`.

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

* chore: re-record the page-graph baseline after staging's growth consumed its allowance

CI's "Repo audits" step failed on `check:tool-registry-boundary`. Measured before
touching anything, because the reported growth (+32 and +42 modules on two
routes) looked like this branch had dragged the selector registry somewhere new.

It had not. Recording a baseline on clean `origin/staging` and diffing against
this branch attributes the growth precisely:

  this branch:  +1 to +4 modules per route, +35 total across 25 routes
  staging:      the rest

Staging's six merged commits landed both failing routes at exactly their
tolerance — knowledge/[id] at +31 of an allowed +31, layout at +41 of +41 — so
`check:tool-registry-boundary` passed there with nothing left over. This branch's
+1 tipped both past the line. The next PR to touch anything would have tripped it
just the same, whatever it contained.

The +1..+4 is the selector consolidation's real cost: `selectorRegistry` is one
static object, so a page reaching any selector reaches every provider, and this
branch adds four (hubspot, managed-agent, imap, workspace). That is the same cost
the 27 existing providers already impose, and it is what buys one option-list
mechanism that works off the canvas.

Also tried deferring the workspace provider's data-layer imports to fetch time.
Reverted: this checker follows dynamic imports, so the numbers did not move,
leaving only a Promise.all-of-imports shape that reads worse than the 27 sibling
providers it sits next to.

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

* fix(workspace-forking): actually apply text dependents, and resolve labels against the full selector context

Both from Bugbot; both real, both mine.

**Text dependents never persisted.** `applyDependentOverrides` allowlisted
`dependsOn && selectorKey`, so the plain text fields the collector started
emitting were offered in the modal, stored, and gated on by the Sync button —
then dropped on apply. The field stayed wiped on every push and the typed value
went nowhere, which is the exact treadmill the feature existed to end.

The cause was the rule being written twice. `reconfigurableDependentIds` is now
the single definition of "a dependent the modal can offer AND the sync can write
back", used by the collector and by the apply side. A test asserts the two agree
by round-tripping through `applyDependentOverrides`, and fails against the old
allowlist.

**Provider labels stayed raw ids.** `useDynamicSubBlockOptionDisplayName` called
`fetchById` with a `workspaceId`-only context, which silently fails any selector
scoped by a sibling — `workspace.credentialGroupProviders` needs the group before
it can name a provider, so the `fetchById` restored last round returned null
every time. It now builds the block's real context with
`buildSelectorContextFromBlock`, the same one the canvas uses.

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

* fix(queries): scope the sub-block label cache by the selector's own context

Follow-on to 1f423ab5, and a real gap in it. That commit taught `fetchById` to
read sibling context but left the React Query key at
`(workspaceId, blockId, subBlockId, optionId)`. A label resolved before its
sibling was set — `workspace.credentialGroupProviders` with no group picked,
which returns `null` — stayed cached under the same key and was reused once the
group WAS picked, so the card kept showing the raw id. Changing between two
groups collided the same way.

This is the repo's own React Query rule ("every identifier the queryFn forwards
into the fetch must appear in the queryKey"); `check:react-query` did not catch
it because the context is built in the hook rather than passed as a named arg.

The key now carries the selector's OWN `getQueryKey` for that context, rather
than a second hand-maintained list of context fields. The cache is scoped by
exactly what the selector reads, and stays correct if a selector's dependencies
change later. The context also became reactive (subscribed rather than read via
`getState()`), which is what lets the key move when the sibling does.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-19 21:34:09 -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
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
Vikhyath Mondreti 483ff12b6f feat(billing): align enterprise reporting periods (#6851)
* feat(billing): align enterprise reporting periods

* fix(billing): harden enterprise reporting flow

* fix(outbox): preserve handler compatibility

* fix(billing): bound enterprise provisioning reads
2026-08-19 15:39:18 -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
681a8ec427 feat(resources): empty-state graphics for knowledge, tables, logs, and files (#6828)
* feat(resources): empty-state graphics for knowledge, tables, logs, files, skills

Four of the resource pages (knowledge, tables, logs, files) had no empty
state at all — `Resource.Table` painted column headers over a blank scroll
area and stopped there. Skills had a `: null` branch for zero data.

Adds a graphic per resource, drawn in the editor vignette's recipe: take the
product's own primitives, shrink them, strip the content to skeletons, and
let the composition bleed off the frame edges.

- Knowledge — a document fanning into the chunks it is embedded as, using the
  editor's 6px smooth-step connector language in --workflow-edge
- Tables — a sheet of cells running off two edges with one cell in an edit ring
- Logs — runs stacked newest-first, their trace spans staggered into a waterfall
- Files — a folder held open with one file still above its dashed landing slot
- Skills — a skill card opened far enough to show the tools bundled inside

`Resource.Table` gains a sanctioned `emptyState` slot rendered below the
column headers when `rows` is empty, so the chrome guarantee still holds.
Each page shows the graphic only for true zero-data — never for a search or
filter that matched nothing, never inside an empty subfolder, and (logs) never
before the first page of runs lands.

Also ports the shared `EmptyState` frame from the editor branch so this branch
stands alone, and adds a review-only /empty-states-preview gallery route.

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

* improvement(tables): redraw the empty-state graphic in the house grayscale

Matches the workflow editor's vignette and the landing feature graphics, which
between them use no brand colour at all — every one of them is built from
neutral tokens.

Two corrections:

- The blue edit ring is gone. Nothing in the reference graphics carries a hue,
  and it was the loudest element on the page.
- `--surface-4`/`--surface-5` are near-white in light mode (#f5f5f5/#f3f3f3), so
  skeleton geometry built on them dissolved on a white card. Bars now mix
  `--text-secondary` into transparent at graded strengths — a real mid-grey that
  inverts with the theme, which is the idiom the editor vignette already uses for
  the one bar it needs you to see.

Also drops the full-composition mask. The editor vignette keeps its block fully
opaque and fades only the connector strokes leaving the frame; masking
everything is what made the miniature read washed rather than deliberate. The
card is crisp now and the continuation is drawn the way a real table draws it —
an overflow fade at the edge the columns run off.

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

* improvement(tables): strip the empty-state graphic to ruled lines and a corner fade

Minimal pass. The card is gone — no border, no fill, no header shading, no type
squares. What is left is the grid itself: hairline rules in `--border-1`, ink
bars at two strengths, and the one cell held in an edit ring.

With no card fill the grid sits directly on the page, so it can dissolve into
the background instead of ending at a border. The fade is the landing page's own
idiom — two gradients intersected (`mask-composite: intersect`), crisp at the
top-left and gone through the bottom-right, the same construction
`workflow-graph-preview` uses.

Two placement notes:

- The grid is offset right of frame centre. A diagonal dissolve puts the visual
  mass toward its opaque corner, so centring the geometry would leave the
  graphic reading left of the copy beneath it.
- The selected cell sits in the quadrant the fade leaves fully opaque. A
  selection ring dissolving mid-stroke reads as a rendering fault, not a detail.

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

* improvement(tables): make the selected cell opaque and a shade darker

The ring mixed `--text-secondary` into `transparent`, so the grid rules running
underneath showed through its own stroke. Mixing into `--bg` instead holds the
same apparent value while staying opaque, and still inverts with the theme.

Raised 32% -> 46% so it reads as chrome rather than more content, and added a
stacking context: neighbouring cells are later siblings, so their rules were
painting over the ring's right and bottom edges.

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

* improvement(tables): round the empty-state grid's crisp corner

6px on the top-left only — the one corner the fade leaves intact, and the same
radius the workflow editor's vignette uses. The other three dissolve, so there
is nothing there to round.

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

* feat(knowledge,tables): redraw knowledge's empty state and add docs/create chips

Knowledge gets the same treatment tables just went through: no brand colour (the
`--brand-knowledge` accent is gone), no card chrome, ink mixed from
`--text-secondary`, and the landing page's intersected corner fade.

The graphic is a document and the chunks it is embedded as. Its fade is held
back further than the tables grid on both axes — the document has to stay whole
for the graphic to mean anything, so only the chunk grid may trail off. The
three chunks the edges actually land on are the only filled ones; filling the
whole first column left a chunk with no edge feeding it.

Both empty states now carry two chips in the frame's action slot — a docs link
and the create action, each running the same handler as the header's primary
chip and inheriting its disabled state.

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

* review(knowledge): three candidate depictions, and lead with the create chip

Chip order swapped on both empty states — the primary action reads first, the
docs link second.

Adds a review-only `knowledge-alternates.tsx` rendered in the preview gallery,
because the document-to-chunks graphic is not landing. Three directions:

- A. the embedding mesh — the landing hero's own knowledge-base panel already
  draws a base this way (`stage-kb.tsx`), so this is the house depiction rather
  than a new invention
- B. a stack of documents — the most literal reading, at the cost of colliding
  with what the files empty state wants to draw
- C. a query and the passages that answered it — depicts what a base is for,
  which is what the description copy actually promises

Delete this file and the gallery entries once one is chosen.

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

* feat(knowledge): draw the empty state as an isometric set of volumes

Replaces the document-to-chunks diagram, which read as a workflow graph rather
than as a knowledge base.

Built on the landing page's iso-illustration recipe rather than a new one:
`ISO_STROKE` contours (`--text-subtle` mixed toward `--text-muted`) at the shared
3.2 stroke width, faces filled from the three-tier surface ramp brightest-on-top,
round caps and joins. Geometry is authored in a large unit space so that 3.2
lands as a hairline once scaled to empty-state size — the same reason the landing
marks draw 3.2 into a ~526-unit viewBox.

The projection and faces are computed rather than hand-authored as path data, so
the volumes stay coherent when the geometry is retuned.

No corner fade here. The fade belongs to repeating structures that mean the same
thing cropped — the tables grid keeps its meaning with two columns or four. A
discrete object does not, which is also why the workflow editor's vignette keeps
its block fully opaque.

Drops the three candidate depictions now that the direction is settled.

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

* improvement(knowledge): brand the front volume instead of laying a page beside it

Drops the loose page on the ground and puts the knowledge-base mark on the front
volume's cover — the same `Database` glyph the sidebar and the page header use,
so the empty state names its own resource.

The mark is laid into the cover's plane rather than drawn over it. The cover is
the face at max x, spanned by the volume's depth across and its height up;
walking those two edges gives the face's basis vectors in projected space, and an
affine matrix built from them maps flat artwork into the face. So the glyph
skews with the isometric, and because both vectors derive from the box, retuning
the volumes carries the mark with them instead of stranding hand-fitted path data.

Its stroke is pre-divided by the same factor the matrix scales by, so the glyph's
contours land at the volumes' weight rather than four times it.

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

* improvement(knowledge): bore through the front volume, and fade the set back

Replaces the mark on the cover with a hole through it.

The bore is authored as a plain circle in the cover's own plane and skewed into
an ellipse by the face matrix. Its far mouth is the same circle stepped back
through the volume: boring straight back is a world step of `-w` along x, and
solving the cover-plane matrix for the local offset that produces it gives
`(+w, -w)`. The sliver of near mouth the far mouth fails to cover is exactly the
wall you see down the hole, so the depth falls out of the geometry rather than
being drawn by hand.

Down the hole the near mouth is floored in a tone darker than any outer face —
the wall turns away from the light — and the far mouth is painted in the cover
tone of the volume standing behind it, because looking through a hole in the
front volume lands on that volume's face, not on the page.

Corners stay square. Rounding was tried and reverted: rounding each face
separately notches every corner where three faces meet, and rounding the
silhouette instead cost a clip per volume for a softness the set did not want.

The tables grid's corner fade is applied along the other diagonal. There it
dissolves toward the bottom-right because a grid keeps its meaning cropped; here
the set recedes up and to the left and the front volume carries the bore, so
anchoring at the bottom-right eats into the back of the stack and reads as more
volumes behind.

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

* feat(resources): logs and files graphics, and settle the set as one collection

Logs is an activity feed — newest run lifted onto its own card, older ones
settling behind it. The relative stamps are the only literal text in any of these
graphics; everything else stays skeleton, so nothing here has to be translated or
kept true.

Files is a folder with sheets standing proud of its front panel. Depth comes from
the surface ramp rather than shadow, which would need separate light and dark
recipes where the ramp inverts on its own. The tab's diagonal is filleted at both
ends and every outer corner shares one radius — mixing radii, or running the
diagonal into square junctions, made the corners fight at this size.

Consistency pass across the set:

- Titles are the resource name alone. "No tables yet" earned nothing the
  description does not already say.
- The knowledge mark is mirrored so its bore faces left. Rebuilt on the geometry
  rather than flipped, since a flip would have put the shading on the wrong side.
  Its contours are thinned and mixed toward `--border-1`: the landing marks are
  the focal art of their section, but this one sits beside a ruled grid whose
  lines are 1px, and full-weight contours read as ink next to it.
- The logs feed is sized to the same ~148px footprint as the rest. The frame
  centres graphic and copy together, so a taller graphic pushes its title out of
  line with the others' and the set stops reading as one thing.
- Every empty state carries its create action and a docs link, each running the
  same handler as the header's primary chip.
- Fades run whichever way the subject recedes: the tables grid to the
  bottom-right, the knowledge set up and right, the logs feed down, the folder
  up.

Fixes a duplicate React key in the knowledge mark — the volumes stack along y
now, so keying on `box.x` gave every one of them `0`.

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

* revert(skills): drop the skills empty state

Removed at request. The skills list goes back to rendering nothing for zero data,
which is what it did before this branch.

Takes `vignette.tsx` with it — the shared stage and skeleton bar were left over
from the first pass, and skills was the last thing still importing them once the
other four graphics were redrawn.

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

* cleanup(resources): fix empty-state flashes and share the iso ramp

Drops the review-only preview route and gallery, which the branch always
meant to delete before merging.

Three ways the zero-data graphic painted over a workspace that has content:

- The gate read the instant URL search term while `rows` is filtered by the
  debounced one, so clearing a search that matched nothing showed the full
  "you have nothing yet" state for one debounce window.
- Nothing gated on the list still loading. Knowledge and tables hydrate from
  a server prefetch that is allowed to seed nothing, and the files list
  deliberately seeds nothing above 300 rows — so the emptiest-looking screen
  was shown to the fullest workspaces.
- The filters are part of the query key and every list keeps the previous
  key's data, so `isLoading` is false across a filter change. Only the
  placeholder gate suppresses the graphic during that refetch.

Also folds the re-declared isometric fills and stroke back onto the shared
`iso-illustration-style` source they were copied from, so a change to the iso
ramp reaches this mark too; only the stroke width still diverges. The static
face paths move to module scope, the bore interior becomes a named component
so its note is TSDoc rather than a JSX comment, and the four identical docs
chips become one.

* simplify(resources): reuse the iso recipe and let the frame own its layout

Hides the empty-state graphic behind `error` as well. A failed load also
leaves `rows` empty, and inviting someone to create their first item is the
wrong answer to a request that did not complete — all four pages only logged
the error, so the zero-data copy was what a failed load actually rendered.

`iso-illustration-style` moves out of the landing route group to
`components/iso/`. Importing it from a workspace route was the only
workspace-to-landing edge in the app, one directory away from an `iso-marks`
barrel that pulls ~10KB gzipped of illustration components — a hazard for
whoever needs the second constant. The contour recipe is now shared too:
`createIsoLineProps` takes an optional stroke width, so the knowledge mark
stops re-declaring it and only its weight diverges.

`EmptyState` owns the action row's layout, so the three pages with two chips
drop their wrapper div and every empty state's chips sit identically. Its
unused `className` prop goes with them. Also drops the `height` prop that had
one caller passing its default, and the `CORNER` constant that promised
single-sourcing the path's four bare literals did not honour.

* simplify(resources): decide list emptiness in one place

"This list holds nothing" was derived in four pages, each with the same seven
clauses under the same nine-line comment. Adding the `error` gate one commit
ago took four identical edits, and the skills empty state that was reverted
off this branch would have made it five copies.

`isResourceListEmpty` now owns the rule and the reasoning behind each gate.
Logs omits the folder argument because it has no folder navigation; the other
three pass theirs.

`Resource.Table` also wraps the slot in its own growth box, so the empty state
centres because the table says so rather than because the node handed to it
happened to carry `flex-1`.

* chore(audits): re-record the page module-graph baseline

The four empty-state graphics and the shared frame add **+10 modules** to each
of the five routes that render them — measured against `origin/staging`, not
against the recorded baseline:

    files/[fileId]  1958 -> 1968
    files           1958 -> 1968
    knowledge       2167 -> 2177
    logs            1727 -> 1737
    tables          1817 -> 1827

The baseline itself was last recorded in #6697, and staging has drifted up to
+29 on tables since — inside the max(25, 2%) tolerance on its own, but close
enough that this +10 tipped it over. So the failure was the stale baseline
meeting a small real addition, not a heavy import. The other 29 entries move
only by that accumulated drift.

The graphics stay eagerly imported on purpose: an empty state is the first
thing a new workspace paints, and deferring ~4KB gzipped behind a chunk
request would trade a shared, already-fetched module for a visible pop on the
one screen where the product has to look like it works.

* fix(resources): hold the empty state until folders resolve

Folder rows share the list with resource rows, so a workspace whose only
contents are folders has an empty `rows` until the folder tree lands — and got
the "create your first item" graphic in the gap. The resource list's own
loading gates never covered it because the folder tree is a separate query.

`useFolderNavigation` already exposes `foldersResolved` (`isSuccess &&
!isPlaceholderData`) for exactly this hazard — it guards the ancestry index
against evicting a folder id it has not loaded yet. Knowledge and tables pass
it straight through; files reads the same two flags off
`useWorkspaceFileFolders`, which it calls directly. Logs omits it, as it has
no folders.

---------

Co-authored-by: andresdjasso <andresdjasso@users.noreply.github.com>
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-19 11:36:25 -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 9328e66d69 feat(account): let users delete their own account (#6831)
* feat(account): let users delete their own account

Adds a GDPR self-serve account deletion path: a preflight that reports
what deletion would remove and every reason it would be refused, and a
confirmed delete that erases the account and everything only it can reach.

Deletion refuses while the account is still entangled rather than
reassigning its content. Most tables reference user.id with ON DELETE
CASCADE, and those cascades do not distinguish content in the account's
own workspace from content it created inside somebody else's, so each
blocker names the existing action that untangles it (leave the workspace,
leave the organization, cancel the plan) — all of which already hand work
over on their own tested paths.

* fix(account): make deletion atomic and re-check privacy at delete time

Reorders the teardown so nothing irreversible happens before the deletion
is certain: anchors are handed over first (the fallible step, while
everything is still recoverable), the workspace and user deletes now share
one transaction, and the object-storage purge runs only after that commits.

The workspace delete also re-checks inside the transaction that each
workspace is still private, so a membership granted between the preview and
the delete aborts the whole thing instead of destroying the new member's
access.

* fix(account): close deletion gaps found in review

- Run the whole teardown in one transaction. The billing and ownership
  handovers now take the caller's transaction, so a refused deletion can no
  longer leave a workspace reassigned for a deletion that never happened.
- Fail closed on a subscription read error. getHighestPriorityPersonalSubscription
  defaulted to returning null, which read as "no plan" and would have erased an
  account Stripe was still billing.
- Erase the account's profile picture. It is personal data under our own
  storage prefix; an external provider avatar is left alone.
- Enforce the storage purge cap while collecting keys rather than after, so an
  oversized account cannot exhaust memory before the cap applies.
2026-08-18 17:35:57 -07:00
Waleed 1e2572dd8a fix(desktop): guarantee the update feed resolves the newest release (#6827)
The stable channel reads a GitHub release list it shares with web-app
releases, SDK tags, and legacy prereleases, but only ever looked at the
first 30 entries. Once enough unrelated releases stack on top, the feed
404s and every stable shell silently stops updating.

Walk pages (100 per page, up to 5) until one yields a release for the
channel, and fail the feed rather than serving an older build when a page
cannot be read.

Also point the update gate's manual download at a new
/api/desktop/update/download redirect, which resolves through the same
channel selection. It previously opened GitHub's repository-wide latest
release, which can be a tag carrying no desktop artifact at all.
2026-08-18 15:38:03 -07:00
Justin BlumencranzandWaleed Latif 0c34e69fdc feat(files): upload and safely extract ZIP archives (#6782)
* feat(files): support zip extraction

* fix(files): harden zip extraction safety

* fix(files): batch extraction notifications

* fix(files): defer rollback storage cleanup

* fix(files): restore reliable drag uploads

* fix(files): use explicit archive extraction route

* fix(ci): account for archive extraction route

* refactor(files): bound every archive extraction and trim the extractor's option surface

`maxMaterializedItems` was opt-in, so only the new unzip route bounded its output
tree — the copilot `materialize_file` and `POST /api/tools/file/manage` extract
paths had no cap on folder creation at all. An archive within MAX_ARCHIVE_ENTRIES
can still imply far more folders than files, so the cap now defaults to
MAX_WORKSPACE_FILE_BULK_AFFECTED_ITEMS and applies to all three callers.

`materializedRootFolderCount` was a hand-maintained number that had to agree with
what an opaque callback would create, and the callee could not check it; drift
surfaced only as an over-limit archive slipping past the cap. It is now derived
from whether `prepareRootFolder` ran, so the contract is just "the callback
creates exactly one folder".

Also single-sources the ArchiveError -> HTTP status map (it was copied into both
the internal error policy and the tools route), drops IdempotencyService config
that only `executeWithIdempotency` reads (the extraction lease uses
atomicallyClaim/release, so no result is ever stored), hoists the duplicated
predicates in purgeCreatedWorkspaceFile and archiveWorkspaceFileFolderIfEmpty so
a lock and its write cannot diverge, and names UPLOAD_SESSION_LOCAL_PUT_MAX_BYTES
rather than overloading the multipart part size as the local single-PUT ceiling.

Adds coverage for the two guards nothing exercised: the re-validation of the
segments `prepareRootFolder` actually returned, and the default cap applying with
no caller opt-in.

UI: the drop overlay used --surface-4 unconditionally, which renders grey over the
light-mode canvas; matches the canonical overlay's --white/dark:--surface-4 and
swaps arbitrary px type sizes for named tokens.

* fix(files): bound the extraction write loop so it cannot outlive its lease

Cursor Bugbot flagged two related holes, both rooted in the write loop being
unbounded:

1. `maxDuration` is a Next.js route-segment config that serverless platforms
   enforce and self-hosted deployments do not. A slow extraction (up to 1000
   sequential uploads) could therefore outrun the six-minute lease, and
   `IdempotencyService` reclaims an expired in-progress claim — so a second unzip
   of the same archive could start beside the first.
2. Nothing rolls back a process killed mid-pass-2, so a timeout stranded the
   destination folder and every file written so far.

`decompressArchiveBufferToWorkspaceFiles` now takes an `AbortSignal` and checks it
between entries in both passes, and the extraction use case supplies a 180s
deadline. The abort unwinds through the existing all-or-nothing rollback, so the
work stops on our terms with the tree cleaned up, well inside both the route's
300s budget and the 360s lease. That closes (1) outright — the holder can no
longer outlive its lease on any platform — and converts (2) from a stranded
partial tree into a clean rollback for the slow case that actually triggers it. A
SIGKILL still cannot be caught; that needs a durable job and is out of scope here.

The overrun surfaces as a caller-fixable 413 naming the archive rather than an
opaque 500 from the raw DOMException.

* fix(files): only remap the deadline abort itself, and stop overclaiming rollback

Two follow-ups on the budget deadline, both reported by Cursor Bugbot:

`deadline.aborted` stays true for the rest of the request once the timer fires, so
it cannot decide whether *this* error was the abort. An `ArchiveError` or storage
failure thrown mid-entry after the timer fired was being relabelled as a timeout
and returned as a 413, hiding the real cause. The catch now matches the thrown
value against `deadline.reason` — `throwIfAborted()` throws exactly that object,
so the check is identity-exact and cannot capture an unrelated failure.

The message also claimed a rollback that has not necessarily happened: the budget
covers the archive download too, so it can fire before the first write, when there
is nothing to roll back. It now says the unzip was cancelled and claims nothing
about what was written. Including the download in the budget is deliberate — the
lease it has to fit inside starts earlier still — so the TSDoc says that rather
than "the extraction itself".

---------

Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-17 17:06:57 -07:00
Waleed c8f559ae77 fix(workflows,connectors): close pre-merge audit findings (#6783)
* fix(workflows,connectors): close pre-merge audit findings

Recover subblock values orphaned by the id renames in this release, and
stop truncated knowledge-base listings from reporting themselves complete.

- Add operation-scoped subblock id migrations so a saved workflow's stored
  value survives a rename. Cloudflare create/update DNS record, ServiceNow
  read record, and Okta deactivate/delete previously lost their stored value:
  the create path substituted a seeded default (an A record where the user
  chose CNAME, and unproxied where they chose proxied), and the update path
  silently no-opped while reporting success. A migration is used rather than
  a legacy-id fallback so no subblock id carries two value spaces at runtime.
- Webflow, Zendesk: a listing that stops for a reason the connector cannot
  rule out now reports as capped instead of exhausted. A malformed envelope,
  an unfollowable continuation link, or an absent collection list previously
  read as a complete listing and let deletion reconciliation hard-delete
  every document past the truncation point.
- Sentry: pin the listing window in the request rather than inheriting the
  server default, so the range cannot silently narrow into hard deletes.
- Fork sync: a parent re-pick no longer writes a blank over a hidden optional
  dependent's stored target value, and a required field stays on screen once
  it is filled. Add hook-level coverage for the submitted payload.
- Fork file copy: a file whose name is already taken in a reused target folder
  is de-duplicated instead of dropped.
- Delete an orphaned Shopify OAuth route that built a credential from unsigned
  cookies. It had no writer, no caller, and no inbound link.
- Tailwind: drop two content globs that scanned 5.4k files to emit one unused
  rule, keeping the ones that fix brand tile icon color.
- Correct the API route-count baseline, add an Evernote docs redirect, align
  library copy with the language rules, and fix a stale turbo filter.

* fix(connectors,forking): trim the audit fixes to their minimum

A legitimacy review found several changes closed no live defect, and two
introduced problems of their own.

- Zendesk: narrow the cursor fix to a signal change. Treating a missing meta
  envelope as truncation had also made the walk follow links.next and keep
  paginating, and the ticket cursor has no page-depth valve, so a source
  advertising a next page with no meta could loop without terminating. The
  page-fetch set now matches the previous behavior; only the flag is new.
- Zendesk: drop the search next_page branch. The existing count check already
  caps every case where a missing key could lose documents.
- Webflow: drop the empty-collections flag. The sync engine already blocks the
  first sync on an empty listing and reconciles only when a second sync agrees,
  which handles a transient fault better and still removes documents when a
  source is genuinely emptied. The flag short-circuited that and suppressed
  reconciliation permanently. Restore the previous loud failure on a non-array
  envelope, and drop the unreachable collection-id filter.
- Webflow: soften a docstring that claimed pagination.total is always present.
  It is documented optional, so its absence proves nothing either way and
  treating it as unprovable truncation is the fail-safe reading.
- Sentry: drop the pinned statsPeriod. Sentry's issue search floors every query
  at 90 days in the executor regardless of the request, and the endpoint this
  release moved away from hit the same floor, so there was no window to close.
  Keep the tests and the docstring recording that.
- Fork copy: drop the renamed counter, which no caller reads.
- Repair check-block-registry, which stopped exempting migrated subblock ids
  when the migration map became an array — `in` was testing array indices.
- Drop mdx from a Tailwind content glob that emits nothing, and loosen an
  exact compiled-SQL assertion to the invariant it was pinning.

* fix(migrations): keep a ServiceNow write body off the read projection

Review findings from the first round.

- A legacy ServiceNow block can hold a Create/Update Record JSON body under
  `fields` while its stored operation is Read Records: the id served both value
  spaces before the rename, and a subblock value is not cleared when the
  operation changes. The scoped migration moved that body onto `readFields`,
  where it would reach the wire as sysparm_fields. Migration entries can now
  carry a `whenValue` predicate for the case where the stored operation alone
  cannot separate two value spaces, and the ServiceNow entry uses it to move
  only a plausible comma-separated projection.
- Type the fork copy test harness instead of using `any`, without weakening it:
  every predicate shape it does not model still throws rather than matching.
- Correct the dependent-omission comments. Omitting a parent-invalidated field
  preserves the target's stored value on Save and across an undo, where the
  parent nets out unchanged; on a Sync the written state is source-derived, so
  what it prevents there is an explicit blank reaching the fields the remap's
  clearing pass does not cover, nested tool params in particular.

Okta's migration scope is left as-is: `okta_remove_user_from_app` and the
sendEmail split shipped in the same release, so no saved block can hold legacy
state for it, and widening the scope would promote an activation-era value onto
the deactivation switch. Tests document the boundary.

* chore(forking): move the fork-sync changes to their own PR

The dependent-omission fix and the fork file-copy de-duplication are reviewed
separately in #6787. They are the only changes here that overlap #6776, and
they carry their own design tradeoff, so they should not ride along with the
unrelated audit fixes in this PR.

* fix(migrations): separate a ServiceNow write body from a projection by parsing

The guard tested for a `{` or `[` prefix, so a stored scalar body — `true`,
`"short_description"`, `42` — read as a field list and was promoted onto
`readFields`, where it would go out as sysparm_fields.

A Create/Update Record body is JSON and a projection is a bare comma-separated
field list, which is never valid JSON, so parsing is the whole test rather than
a guess at its opening character. Ambiguity still resolves to "not a
projection", leaving the value where the Create/Update control owns it.

* test(connectors,credentials): tie two assertions to what they actually prove

- Webflow: a non-array collections envelope reaching `for...of` throws, which
  is the intended loud failure. Assert the spec-mandated TypeError plus a
  single request and no write-back, rather than matching V8's wording.
- Credentials: the second guard test cannot observe "not deleted" — the proxy
  driver replays canned rows — so name it for what it does verify, that the
  reference check carries no workspace predicate and an empty RETURNING logs
  nothing. Making the driver decide the outcome would fake the database.
- Drop `vi.importActual`; a plain `drizzle-orm/pg-proxy` import works now that
  `drizzle-orm` is un-mocked.

* fix(migrations): identify a ServiceNow projection by its own shape

Recognising a write body was the wrong way round. A saved body is not always
well-formed: it can be a half-typed draft or carry an unquoted block reference,
so neither "opens with a brace" nor "fails to parse as JSON" identifies one —
and a body misread as a projection is moved to readFields with its original key
dropped, losing the draft.

Match the projection instead: a comma-separated list of ServiceNow field names,
which are word characters plus the dot of a dotted walk. A brace, quote, colon,
angle bracket or interior space fails that shape. Parsing then removes the bare
scalars that satisfy it by accident.
2026-08-17 16:02:58 -07:00
Waleed ae2147645c fix(cli): resolve findings from a full command-surface audit (#6788)
* fix(cli): resolve findings from a full command-surface audit

Exercised all 147 commands against a live deployment. Fixes the defects
that surfaced, plus the docs and generator drift they exposed.

Transport
- Stop following redirects. A bare domain that 301s to www silently
  converted POST to GET and dropped the body, so reads worked while every
  write failed with a misleading validation error and login returned 405.
  Both the client and the device flow now explain the redirect and name
  the endpoint to configure, rather than carrying credentials off-origin.
- Report a non-JSON response as one instead of printing the HTML page.
- Name the personal-API-key remedy on a workspace-key refusal, reading the
  machine-readable code the API actually sends.
- Drop union-branch noise from validation errors that contradicted itself.
- Show paging progress on stderr for multi-page fetches.

Output
- Clamp record values for table only. text is the format built for pipes,
  and it was truncating signed URLs and tool source mid-value.
- Infer timestamp, duration, bytes and boolean formatting for API-owned
  keys so undeclared commands stop printing raw ISO and float ms. Skips
  user-defined table cells and leaves json/yaml on the raw payload.
- Render a declared-but-absent field as an em dash; billing credits were
  vanishing silently.

Paths, naming and validation
- Percent-encode folder paths per segment and decode them for display, so
  a folder reads and types as the name shown in the app.
- Reject a malformed endpoint where it is set and where it resolves,
  instead of crashing with a URL parse trace.
- Request the detail level logs list's own columns need; its workflow
  column could never populate.
- Rename three commands that described themselves wrongly and align two
  flags with their siblings. Old spellings still work: hidden, warned on
  stderr, and kept out of help and docs.
- Verify whoami against the API, separating a bad key from an unreachable
  endpoint, and report the workspace by name.
- Correct the --yes help text, which advertised skipping a prompt that
  does not exist.

Docs
- Teach the docs generator that a flag required by the runtime is required,
  and that hidden commands are not documented.

* fix(cli): clear the paging progress line when a page fails

Progress is written without a trailing newline so it can be overwritten in
place, and both paging loops cleaned it up only on success. A page that
threw part-way through left `fetched 1200…` on the line the error was then
printed onto, so the two ran together.

* fix(cli): name a working API root when an endpoint redirects

The suggested endpoint was the redirect target's origin, which drops a path
prefix. A self-hosted deployment reached at https://host/sim was told to set
https://www.host — not an API root, so following the advice replaced one
broken endpoint with another.

Derive it by stripping the request's own path from the target instead, so a
prefix survives, and say nothing about --set-endpoint when the target
resolves to the endpoint already configured: a trailing-slash or path
normalization redirect keeps the origin, and naming the value the caller
already has explains nothing. The login poll shared both faults and now
shares the helper.
2026-08-17 15:55:04 -07:00
Waleed 025ea4d2bd fix(docs): serve JSON-LD in the HTML, fix sidebar spacing, and tighten the CLI guides (#6763)
* docs(cli): use -g for the install, and cut the prose that was not pulling weight

`--global` is valid but `-g` is what every comparable CLI documents, and the
long form only came from the package README. Also drops the yarn tab: it read
`yarn global add sim`, which works on Yarn 1 only — Yarn 2 removed global
installs, so that command fails for anyone on a modern Yarn. Adds `npx sim` for
running without installing.

The guides had accumulated design rationale that belongs in code comments rather
than user docs — why the filter grammar is JSON, why the config section naming
is asymmetric, why an unexpected error keeps its stack trace. Surveying how gh,
Vercel, Turborepo, Deno, Bun and Supabase write theirs, none carry that kind of
justification, and callouts are reserved for content whose absence produces a
wrong result rather than for general asides.

So: 1016 lines to 763, and 12 callouts to 3. The three that remain are the
pairing-code check, that `sim logout` does not revoke the key, and the
`--limit 100` default on `batch-delete`/`batch-update`, which silently truncates
a larger match. Troubleshooting drops the entries whose error message already
contained its own fix and keeps the seven whose cause is not obvious.

* fix(docs): render JSON-LD as native script tags so it reaches the HTML

All four structured-data blocks — WebSite, TechArticle, BreadcrumbList,
SoftwareApplication — were rendered with `next/script`, which never emitted a
script tag. Measured on a production build, `/api-reference/getting-started`
contained zero `<script type="application/ld+json">` elements; the payload
existed only in the `__next_s` client-injection queue and the RSC flight data,
so anything reading the served HTML saw no structured data at all. React was
also logging "Encountered a script tag while rendering React component" on every
page.

`next/script` is for loading and executing JavaScript. JSON-LD is data, and
Next's own guidance is a native `<script>` in the component. `serializeJsonLd`
already escapes the `<` character to its unicode form, which is the
sanitization that guidance calls for, so only the element changes.

Same build, after: three valid tags per page with `WebSite` in `<head>`, and the
injection queue gone entirely.

* fix(docs): scope the flush-separator rule to a container's first separator

`[data-separator]:not([data-separator] ~ [data-separator])` was meant to keep the
first sidebar group flush against the top padding, but `~` only reaches siblings,
so it also matched the first separator inside every expanded folder. Under
Self-Hosting, "Install" lost its top margin and crowded the "Architecture" link
above it — 25px of gap where "Configure" and "Operate" below it had 40px.

`:first-child` expresses the intent directly. Only the four sidebar roots open
with a separator; every nested folder starts with a page, so the intended case
still goes flush and nothing else changes.

* fix(docs): move the flush-separator rule onto the separator component

Keeps the styling with the component that owns it, per the repo standard, and
lets the global rule be deleted outright rather than corrected — `global.css`
now only loses a rule in this PR. Tailwind's `first:` variant compiles to the
same `:first-child` selector, so behavior is unchanged: the build emits
`.first\:mt-0:first-child{margin-top:0}` and the prerendered HTML carries the
class on the separator.
2026-08-15 20:39:34 -07:00
Waleed fed891f69d docs(cli): add a CLI docs section generated from the command tree (#6762)
* docs(cli): add a CLI section, generated from the command tree

The `sim` CLI shipped with no coverage in the docs site. Adds a fourth
top-level tab for it, and moves Academy last.

The command reference is generated. `sim` exposes 147 leaf commands across
33 groups, most of them derived at runtime from the v2 route contracts, so a
hand-written reference would be wrong the week after it was written. The
generator walks the command tree `buildProgram()` hands to commander — the
same tree the terminal parses — rather than re-deriving it from the contract,
which would be a second implementation free to describe commands nobody can
invoke. `check:cli-docs` is a zero-arg `check:*` script, so the existing audit
runner picks it up and stale pages fail CI.

Generating against the real tree surfaced a collision it had been hiding:
`bulkUpdateKnowledgeDocuments` and `updateKnowledgeDocument` both derived to
`sim knowledge documents update`. Commander resolves a duplicate to the first
match, so the bulk form shadowed the single-document one and its flags were
unreachable while still appearing in `--help`. The bulk form is now
`batch-update`, matching how `tables rows batch-delete`/`batch-update` already
handle the same REST overload, and the generator fails on any duplicate path
so the next one cannot land silently.

Five hand-written guides cover install, auth, configuration, output formats,
and scripting. Also corrects two commands in the package README that do not
exist as documented (`tables columns <tableId>`, and `--sort score:desc`,
which is JSON).

* docs(cli): document every flag from the contracts, add troubleshooting and a single-page reference

The command reference was structurally complete but said almost nothing: 223 of
377 flags rendered as "Set sort by" because the CLI only ever read flag help
from its own contract overrides, and fell back to restating the flag name.

The prose already existed. The v2 route contracts carry 931 `.describe()` calls
and the OpenAPI specs publish all of them — 327 parameters and 282 body
properties, 100% coverage — but the generated operation table dropped every one,
carrying only a per-operation summary. It now carries the field descriptions,
the path-parameter descriptions, and positional help, so `--help` and the docs
explain a flag the same way the API reference does. Placeholder descriptions are
now zero, and 147/147 commands, 377/377 flags and 130/130 arguments are
documented.

`check:cli-docs` fails on a request field with no `.describe()` rather than
letting it render as documentation that says nothing.

Also in this pass:

- Commands are root-level sidebar entries under a Commands heading rather than
  a folder, and headings are the command's description, so the table of
  contents distinguishes entries at the first word instead of repeating
  "sim knowledge documents …" fourteen times. A guard fails the build if two
  descriptions on a page collide, since they would share an anchor.
- A single-page `Complete reference` carrying all 147 commands, for in-page
  search and for agents fetching `/cli/reference.mdx`. It keys on exact command
  paths because descriptions are only unique within a group.
- A troubleshooting page, with every message copied from the source.
- Table columns are sized by a local component; the flag column was starved
  while descriptions kept most of the row empty.
- The prerelease install channels are dropped from the docs and the package
  README, which is what npm renders.

* fix(docs): match the CLI tab by path segment, and escape backslashes before pipes

`pathname.includes('/cli')` also matches `/integrations/clickup` and
`/integrations/clickhouse`, so both existing integration pages lit the CLI tab
and unlit Documentation. Matching is now per path segment. Anchoring to the
start would not work either — a non-default locale prefixes the path, as in
`/ja/cli` — so the segment is matched wherever it sits.

Table cells now double a backslash before escaping pipes. A value ending in one
turned `a\` + `|` into `a\\|`, which the table parser reads as an escaped
backslash followed by an unescaped pipe, splitting the cell early. Nothing in
the command surface contains a backslash today, so this was latent rather than
visible.

The reference page's global options table is two-column and was being wrapped in
`CommandTable`, which sizes the second column for the `Required` cell of the
three-column tables and crushed the description into 5.5rem. It now matches the
overview page, which leaves that table unsized.
2026-08-15 19:25:34 -07:00
Waleed 6a29a9e2f4 feat(mssql): add Microsoft SQL Server integration (#6739)
* feat(mssql): add Microsoft SQL Server integration

Add a Microsoft SQL Server block backed by six tools (query, execute,
insert, update, delete, introspect), mirroring the existing PostgreSQL
and MySQL integrations.

Connections go through the `mssql` (Tedious) driver: `connectionTimeout`
is top-level while `encrypt`, `trustServerCertificate`, and
`instanceName` live under `options`, and `port` is omitted when a named
instance is used. Values are bound as `@paramN` via `request.input()`;
no user value is interpolated into SQL. Identifiers are bracket-quoted
after validation and WHERE clauses run through the shared injection
guard.

Introspection reads INFORMATION_SCHEMA plus the `sys.indexes` catalog
views for tables, columns, primary keys, foreign keys, and indexes.

The icon is a placeholder database cylinder drawn with `currentColor`
until the real brand mark lands.

Requires `bun install` for the new `mssql` / `@types/mssql` deps.

* feat(mssql): use the SQL Server brand mark on a white tile

* fix(mssql): pin the validated IP and correct the introspection catalog reads

Tedious exposes `options.connector`, a hook that replaces its own
resolve-and-connect path, so the connection can be pinned to the address
`validateDatabaseHost` already approved instead of re-resolving the
hostname. `server` stays the hostname because tedious derives the TLS
`servername` from it independently of the connector, so SNI and
certificate validation survive the pin. This brings MSSQL in line with
the PostgreSQL and MySQL tools.

Named instances are dropped: tedious resolves them with a UDP SQL Server
Browser lookup issued outside the connector, and node-mssql deletes
`port` whenever `instanceName` is set, so no configuration leaves a
named instance pinned. A named instance is reachable through its static
TCP port.

Introspection fixes:
- index key columns now filter on `key_ordinal > 0`; INCLUDEd columns
  and partitioning columns both report `0` and were being returned as
  key columns, ordered ahead of the real ones
- foreign keys resolve through `sys.foreign_keys` /
  `sys.foreign_key_columns` rather than
  `INFORMATION_SCHEMA.REFERENTIAL_CONSTRAINTS`, whose join to
  `TABLE_CONSTRAINTS` has no row when a key references a unique index
  and so dropped the key entirely
- `is_unique` is a `bit`, which tedious maps to a boolean, so it is
  coerced rather than compared
- schemas come from `sys.schemas`, which needs only `public` and carries
  no metadata-visibility caveat

The WHERE-clause guard also covers `WAITFOR TIME`, `OPENQUERY`,
`OPENXML`, the legacy `master..sys*` compatibility views, and extended
and OLE-automation procedures beyond `xp_cmdshell`.

Regenerates the docs and catalog artifacts the icon change left stale.

* chore(mssql): commit the lockfile entries for mssql and its tedious dependency tree

* fix(mssql): make the Query operation genuinely read-only

The block label, tool description, and docs all present Query as SELECT-only
while the route ran whatever T-SQL it was given, so an agent picking
mssql_query because "it is only a SELECT" could delete rows. Screen the
statement for mutating keywords with string literals stripped, which also
catches the WITH ... DELETE form that a leading-token check would miss.

Also switch the tool barrel to absolute imports per the repo convention.

* fix(mssql): compose the shared WHERE guard and close the semicolon-less batch gap

The local validateWhereClause re-derived an older copy of the shared patterns
and scanned raw text, so it missed a bare 1=1 and false-positived on prose in a
quoted value. Delegate to validateSqlWhereClause, which masks string literals
first, and keep only the SQL Server surfaces it has no reason to know about.

T-SQL needs no statement terminator, so every semicolon-anchored stacked-query
check reads straight past `id = 1 DROP TABLE dbo.users`. Screen for a bare
statement-introducing keyword to close that; word boundaries leave ordinary
column names like updated_at and deleted_at untouched.

Export maskSqlStringLiterals so the dialect layer masks the same way the shared
guard does rather than carrying a weaker single-quote-only copy.

* fix(mssql): screen administrative T-SQL and reject batches in the read-only path

The previous round left two keyword lists maintained separately, and both were
short: DBCC, KILL, CHECKPOINT, USE, and DENY were in neither, so
`SELECT 1; DBCC SHRINKDATABASE(...)` and `id = 1 DBCC SHRINKDATABASE(...)`
both got through. Collapse them into one MSSQL_STATEMENT_KEYWORDS shared by the
query and WHERE screens so a keyword cannot be covered in one place and missed
in the other, and add the administrative commands.

Also reject any second statement after a semicolon in the Query path outright.
That closes SELECT 1; <anything> structurally instead of by naming the anything,
so the blacklist no longer has to be exhaustive to hold.

* fix(mssql): reject SQL comments in the read-only query path

A block comment placed inside a keyword splits it as far as a lexical scan is
concerned, so keyword coverage cannot settle whether the server rejoins the
halves. Refuse comments in the Query path instead of modelling the tokenizer.
A SELECT sent through this operation has no need for one, and Execute Raw SQL
still accepts them. Masking leaves comment markers intact, so a literal
containing -- still passes.

* fix(mssql): close the masker-desync bypasses and correct the catalog reads

Every T-SQL screen runs over the shared literal masker, which was written for
the MySQL dialect. Three ways to desynchronise it let real SQL hide inside what
the masker believes is a string, two of which survived the existing even-quote
check:

- a backslash before a quote. T-SQL has no backslash escape, so the server
  closes the literal where the masker swallowed the quote and runs the rest as
  code. `a='x\' DELETE FROM dbo.t WHERE b='y'` holds four quotes and masks the
  DELETE out of the keyword screen entirely, so the read-only Query operation
  would run it.
- a double quote inside a bracketed identifier, which the bracket rule missed
  because it only looked for single quotes.
- any unbalanced double quote or backtick, which the parity check did not cover.

All three now fail closed. Introspection also filters hypothetical and disabled
indexes, which were reported as if they were live, and resolves the referenced
side of a foreign key through sys.schemas so a cross-schema reference is no
longer an ambiguous bare table name. Values bound through request.input are
serialized when they are nested JSON, which the driver otherwise rejects with a
bare "Invalid string.".

* test(mssql): cover the block param merge and the operation-to-tool map

Asserts on the merged `{ ...inputs, ...buildParams(inputs) }` the generic tool
handler forwards rather than the mapper's return, since a key the mapper omits
keeps its raw subBlock value through that merge. Pins the TLS toggles to their
string form end to end — a switch subBlock would serialize `'false'`, which is
truthy, and the route contract would coerce the user's off into on — and checks
that duplicate subBlock ids agree on their seeded default.

* fix(mssql): release a pool whose connect failed, and allow a keyword with no trailing space

Only a pool handed back to the route reaches its `finally`, so a pool whose
connect rejected leaked its tarn resources — one per attempt when a bad
credential is retried. It now closes itself, and a failure to close cannot mask
the connect error the caller needs.

The read-only screen also anchored on `\s` after the opening keyword, which
refused valid reads like `SELECT*FROM dbo.users` and `SELECT(1)`. A word
boundary accepts those while still refusing `SELECTX`, and cannot loosen the
screen — the keyword and batch checks run over the whole statement regardless.

* chore(mssql): regenerate tool metadata and the integration catalog after rebase

Artifacts rebuilt with the generators rather than hand-merged, so they carry
both the mssql entries and the tools that landed on staging in parallel.

* fix(mssql): reject a parenthesised or negated constant tautology in a WHERE clause

The shared guard recognises `OR 1` but not `OR (1)`, `OR ((1))`, `OR NOT 0`, or
`OR NOT (FALSE)` — a parenthesis or a NOT between the operator and the constant
hides it. Both patterns require the constant to be the whole parenthesised term,
so a real disjunct such as `OR (1 = priority)` is untouched.

This narrows the gap rather than closing it, and is not meant to close it: an
always-true expression is not lexically decidable in general, which is why the
WHERE screen stays documented as defense-in-depth rather than a boundary.

* chore(mssql): regenerate tool metadata after rebase onto staging

Rebuilt with the generators so the artifacts carry the servicenow and
crowdstrike tools that landed on staging alongside the mssql entries.

* fix(mssql): screen trigger and state statements, and drop the space anchor on Execute

DISABLE and ENABLE were missing from the shared statement list, so
`SELECT 1 DISABLE TRIGGER dbo.audit ON dbo.users` passed the read-only screen as
a semicolon-less batch and turned auditing off. SET, BEGIN, COMMIT, and ROLLBACK
are added with them, since session and transaction state are reachable the same
way. FETCH is deliberately left out: OFFSET ... FETCH NEXT is the standard paging
clause, and screening it would reject the ordinary paged SELECT.

Execute Raw SQL anchored its allowlist on `\s`, which refused `EXEC(@sql)` —
the ordinary form of dynamic SQL, on the one operation meant to run it. It now
uses `\b`, matching the read-only screen.
2026-08-15 19:13:45 -07:00
Justin Blumencranz 7f936dc02a feat(tooling): enforce docs freshness and modernize agent skills (#6756)
* feat(docs): fail CI when generated integration docs are stale

* fix(docs): don't flag delete-then-recreated trigger pages in check mode

* docs(skills): require docs:check in the integration authoring skills

* chore(skills): migrate agent commands to native skills

* fix(skills): clean orphaned Claude projections
2026-08-15 19:08:47 -07:00
Waleed 9e67655b23 feat(servicenow): semantic incident, change, catalog, approval, CMDB, and knowledge tools (#6747)
* feat(servicenow): add semantic incident, change, catalog, approval, CMDB, knowledge, and directory tools

The ServiceNow block only exposed generic Table API CRUD, so every real task
started with "which table is that on?". This adds 27 semantic tools that wrap
the same Table API plumbing under the names customers actually use.

- Incidents: create, get by number or sys_id, search, update, resolve, close,
  and append a work note or customer-visible comment.
- Change: create, get, list, update, move state, and list change tasks through
  the documented Change Management API.
- Service catalog: browse items, order one via the Service Catalog API
  order_now endpoint, and list or get requested items.
- Approvals: list pending approvals for an approver, approve, and reject.
- CMDB: search CIs on any class, read a CI with its inbound and outbound
  relations through the CMDB Instance API, and list cmdb_rel_ci rows.
- Knowledge: search and read articles through the Knowledge Management API.
- Directory: find a user by email or user name and list group members, which
  is what fills assigned_to and assignment_group.

Reference fields are the usual source of confusion, so every semantic read
defaults to sysparm_display_value=all — a reference comes back as both its
sys_id and its label — and every semantic write exposes
sysparm_input_display_value so a display name can be written instead of a
sys_id. Coded state values are exposed as labelled dropdowns built from one
constants module rather than raw integers.

The shared instance-URL, Basic Auth, sysparm, envelope, and error handling now
live in tools/servicenow/utils.ts, and the existing eight generic tools were
moved onto it rather than keeping their own copies.

* fix(servicenow): stop per-operation subblock defaults colliding on a shared id

Subblock initial values are seeded into block state keyed by subblock id, so
two subblocks sharing an id leave one stored value and the last definition
wins. Three ids were duplicated with differing defaults:

- `displayValue` was defined twice, unset for the generic Table API tools and
  `all` for the semantic ones. The semantic definition won, so a new block set
  to Read Records or Aggregate Records sent `sysparm_display_value=all` — a
  wire change to two already-shipped tools.
- `state` was defined four times. The Approval State definition won, so every
  new block carried `state=requested`, which Create Incident wrote to the
  incident and Move Change State used instead of its own `-5` default.

Give the colliding controls their own ids and map them back to the tool params
per operation, so the generic tools keep their original request shape and each
semantic operation keeps its own default.

Also correct descriptions that overstated what the API does: the LIKE operator
is not documented as case-sensitive, List Requested Items has no requester
filter, and the Change Management API task shape differs from the Table API.

Adds tool tests covering the refactor invariants for the eight pre-existing
Table API tools and the display-value separation.

* feat(servicenow): read a change request's real next states from the instance

The change tools describe state transitions using the base-system codes, which
only hold on an instance that has not customized its change model. ServiceNow
publishes an endpoint that answers the question directly for the record in
hand, so use it rather than keep assuming.

GET /api/sn_chg_rest/change/{sys_id}/nextstates returns the states reachable
from the change request, the instance's own state-value-to-label map, and, for
model-driven changes, each transition with the conditions it has and has not
met. The tool flattens the per-target-state grouping ServiceNow returns (each
transition already carries from_state and to_state, so nothing is lost) and
derives the states whose conditions currently pass.

Also record the sourcing for the coded values in constants.ts: the change
states and close codes are published as a table, but the incident state codes
are not — only 6 (Resolved) appears in the docs — so mark the rest as defaults
rather than guarantees. Note that sysparm_input_display_value also reinterprets
date and time values in the caller's timezone instead of GMT, which matters for
the change start and end dates.

* docs(servicenow): stop asserting undocumented coded values in placeholders

The additional-fields examples used hold_reason with a coded value of "1".
ServiceNow documents the On hold reason choices by label only — Awaiting
Caller, Awaiting Change, Awaiting Problem, Awaiting Vendor — and publishes
neither the column name nor the codes, so the example was asserting something
unsourced. Use a field whose value is caller-supplied instead, and record the
On Hold requirement on the incident state control using the labels the docs
actually give, including that Awaiting Caller makes Additional Comments
mandatory.

* fix(servicenow): drop phantom parent fields from the catalog order output

order_catalog_item read parent_id and parent_table off the order_now response.
Those fields belong to submit_producer, a different Service Catalog endpoint;
the documented order_now result is sys_id, number, request_number, request_id,
and table. Both outputs were therefore always null.

* fix(servicenow): correct what knowledge search returns as an article id

Search results carry a table-prefixed identifier — "kb_knowledge:9e528db1..."
— not a bare sys_id, while GET /knowledge/articles/{id} accepts only a bare
sys_id or a KB number. The output described it as a sys_id and the tool
description told callers it was what they needed to fetch the article, so
chaining the two tools on that field would fail. Point callers at the KB
number instead. Relevancy score is documented as a number, not a string.

* docs(servicenow): cite the page that actually documents approval statuses

The approval state constants pointed at the classic-approvals landing page,
which does not list the statuses. Approval status is documented separately and
names four — Requested, Approved, Rejected, and Not Requested.

* fix(servicenow): stop constant interpolation leaking into tool descriptions

The docs generator and the client-facing integration catalog read tool
descriptions from source rather than from the evaluated module, so a
template literal like `state ${INCIDENT_STATE.RESOLVED}` shipped to users
verbatim: `apps/sim/lib/integrations/integrations.json` and the published
ServiceNow integration page both rendered `${INCIDENT_STATE.RESOLVED}`
instead of `6`. Inline the base-system coded values in the description
text; the constants stay in use everywhere behavior depends on them.

Also drops an escaped `\'` in the `inputDisplayValue` description for the
same reason, and adds a standing guard test asserting no subBlock id
carries two different seeded defaults — the invariant behind the
per-operation defaulting bug, now checked structurally rather than only
through the four per-operation cases.

* refactor(servicenow): type the shared response boundary instead of any

`parseServiceNowResponse` returned `any`, so every tool reading `data.result`
did unchecked property access — a shape change on the instance side would have
produced a wrong-typed output silently rather than a type error.

Introduces `ServiceNowEnvelope` (`result?: unknown`) as the parser's return
type and narrows the record index signatures from `any` to `unknown`. Adds
`toRecordObject`, `readString`, and `readNestedNumber` so the tools that read
individual fields narrow deliberately at the point of use.

This surfaced five genuinely unchecked reads: Order Catalog Item, Get Knowledge
Article, and Search Knowledge were declaring `string | null` / `number | null`
outputs while emitting whatever the instance sent, and Get Change Next States
assigned an unvalidated object to `Record<string, string>`. Each now coerces or
drops a non-matching value rather than passing it through.

* fix(servicenow): publish the shared tool params and stop offering inert controls

The docs generator reads tool source rather than importing it, so the shared
`params.ts` consts the semantic tools spread were dropped from every published
Input table — 27 of 35 ServiceNow tools listed no instance URL, username, or
password at all. Follow a spread into the module it is imported from so those
rows are published; ten other integrations gain the rows they were missing for
the same reason.

Two controls were dead on arrival: Additional Fields was offered on Move Change
State and Add Incident Comment, and neither tool read it. Wire it through the
change transition, which needs it, and drop it from the comment tool, whose body
is exactly one journal field.

Every coded-value control was a select-only dropdown, so a customized instance's
state or close code was unreachable — sharpest on Move Change State, whose
target state is required and whose real codes come from Get Change Next States.
Make them comboboxes.

Also correct two doc claims ServiceNow does not publish (the incident state
citation pointed at a page that does not exist and compares the legacy
incident_state field; closing an incident is not documented as requiring
itil_admin), replace Record<string, any> with checked narrowing that surfaced
two unsound widenings, and document that List Change Tasks returns a fixed
{value, display_value} shape under `tasks` rather than `records`.

* fix(servicenow): stop one subblock id from carrying two value spaces

Subblock values are stored per block keyed by id, so an id reused across
operations keeps its value when the operation changes. Incident and change
shared `state`, and `closeCode`, `closeNotes`, `comments`, and the knowledge
search phrase were each reused for a different value space — so an incident
state could be written onto a change request, an incident close code sent as a
change close code, or an encoded query searched as knowledge text.

Give each value space its own subblock and republish it to the tool param from
the operation that owns it, the way targetState and approvalState already work.
The generic Table API ids stay exactly as they are, since renaming one would
orphan the stored value of every workflow already using those shipped tools.

The previous guard only compared seeded defaults, which is why this class stayed
hidden; the new one asserts against the merged params a tool actually receives.

* fix(servicenow): point the canvas sentences at the renamed subblocks

The split of the colliding subblock ids left the operation sentences anchored on
ids that no longer exist, so those clauses would silently drop from the card.

* fix(servicenow): validate collection members and split the fields projection

toRecordArray cast every member of a successful response, so a null or scalar in
a collection was handed to the next block as a record while the tool reported
success and its declared output said that could not happen. Members that are not
plain objects are now dropped, and knowledge articles and change transitions get
the same narrowing. The two response types that described an unverified inner
shape now say what is actually checked.

The 'fields' subblock also carried two value spaces: a JSON body on Create and
Update Record, a comma-separated projection everywhere else. Operations added
since read a separate returnFields control, so a body can no longer arrive as a
projection or the reverse. The shipped ids are untouched, since renaming one
orphans the stored value of every workflow already using those tools.
2026-08-15 18:33:30 -07:00
Waleed 0cd87bad2f feat(resources): multiselect on tables and knowledge, spring-loaded folders (#6721)
* feat(resources): multiselect on tables and knowledge, spring-loaded folders

Tables and Knowledge lists get the checkbox multiselect Files already had —
selection, shift-click ranges, select-all, and a shared bulk action bar for
move and delete.

Dragging a resource onto a folder row and resting there now opens that folder,
so nested filing is one gesture (macOS Finder spring-loading). Works on Files,
Tables, and Knowledge.

Selection, the action bar, the drag payload, the drag ghost, and drag teardown
are extracted to shared modules; Files migrates onto them rather than keeping
its own copies.

Bulk move and delete land as single authorized operations that take folders and
resources together, so a mixed selection commits once instead of fanning out.

Fixes two latent UI bugs: the drop-target outline referenced --accent, an
HSL-channel token only valid via hsl(), so it silently rendered as currentColor;
and rows painted hover and selected with the same surface token, making the two
states indistinguishable.

* chore(audits): re-record route ratchet after merging staging

* fix(bulk): reject a move target inside the moving subtree and report contained folders deterministically

* improvement(resources): neutral drop affordance, longer spring delay, and a body drop target

* fix(resources): drop into the open folder on Files, return on an unused spring-open, and guard bulk caps

* fix(drag): end a drag on pointer resume instead of an idle timer

* feat(resources): drag onto breadcrumbs to move back up, and round the drop ring

* fix(resources): tint the list region on drop instead of ringing it

* refactor(folders): share the spring-navigation lifecycle so Files returns too

* fix(breadcrumbs): accept a drag on the open-folder crumb too

* fix(files): keep the view in a spring-opened folder when an OS upload lands there
2026-08-15 11:53:21 -07:00
337a53f12c feat(cli): Sim CLI with AWS-style profiles and a platform key exchange (#6147)
* improvement(api): pull in the v2 external endpoint surface

Cherry-picks improvement/v2-endpoints (98c85677f5) onto the current base.

The v2 surface standardizes one response family across every endpoint:
`{ data }`, `{ data, nextCursor }`, and `{ error: { code, message, details? } }`,
rendered through apps/sim/app/api/v2/lib/response.ts. v1 auth and rate limiting
are reused as-is; the workspace-access and enterprise-audit checks are split into
`resolve*` cores returning structured failures, with thin v1 wrappers that render
the old `{ error }` body so v1 behavior is unchanged.

The branch's own /api/v2/tables/** is dropped. Staging's tables v2 (#6067,
typed predicate grammar + POST /api/v2/tables/[tableId]/query) supersedes it and
lands in the following merge; the two are reconciled onto the shared envelope
separately.

Conflict resolutions:
- v1/middleware.ts: keeps resolveWorkspaceRequestActor alongside the new
  resolveWorkspaceAccess/resolveWorkspaceScope split
- v1/audit-logs/auth.ts: keeps the newer targetOrganizationId parameter and
  isOrganizationBillingBlocked check inside the structured resolver
- bun.lock: taken from HEAD; the branch's lock churn was unrelated lucide-react
  hoisting

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

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

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

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

* feat(cli): sim CLI with AWS-style profiles and a platform key exchange

Adds `packages/sim-cli` (`@sim/cli`, bin `sim`) and extends the existing CLI key
handoff so it can mint the credential the public API actually accepts.

## Key exchange

The handoff already existed but only minted *copilot* keys, which do not
authenticate `/api/v1` or `/api/v2` — those want a Sim platform key. The
approval now carries a `scope`:

- `copilot` (the default, so terminals built against the original flow are
  unaffected) mints as before
- `platform` mints a Sim API key: workspace-scoped when the approver is a
  workspace admin, personal otherwise

Scope and workspace are fixed at *approval*, not at poll: the poll is
unauthenticated by necessity, so the browser is the only moment a human is
present to consent and the only place a permission can be checked. The poll
echoes back what was granted rather than what was asked for, so the CLI cannot
file a copilot key under a platform profile and fail later with an opaque 401.

Picking a workspace and scoping a key to it are kept separate. The terminal has
no key yet, so it cannot list workspaces — the browser picker is the only place
that choice can be made, and the pick comes back as the profile's default
whether or not the key is bound to it. Otherwise a non-admin would pick a
workspace by name and then have to go find its id by hand.

Personal-key creation moves into `lib/api-key/orchestration` so the settings
route and the exchange share one issuer.

## CLI

Profiles work like the AWS CLI: `~/.sim/config` for settings (`[profile dev]`),
`~/.sim/credentials` for keys at 0600 (`[dev]`), selected via `--profile` /
`SIM_PROFILE`. Each setting resolves flag → env → file → default, and
`sim whoami` reports the winning source so a surprising value is explainable.
CI can skip login entirely with `SIM_API_KEY` + `SIM_WORKSPACE`.

Commands cover the v2 surface pulled in earlier: workflows, logs, files, and
knowledge, with `--output json` passing the API's own shapes through for `jq`.
`sim tables` is deliberately absent — that surface is still in flux.

## Drift fixes

The v2 routes were authored a month ago and had fallen behind their services:
`checkActorUsageLimits(userId, workspaceId)` → the billing-attribution flow
(which also restores correct payer attribution for workspace keys on KB upload
and search), `processDocumentsWithQueue` gained a required argument, and the
deploy/rollback param objects had stale fields. Caught by a cold type-check —
an incremental run had reported these files clean.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

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

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

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

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

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

* feat(cli): generate the CLI's v2 API from the route contracts, add tables

The same endpoint was being described in three hand-maintained places: the Zod
contracts the routes validate against, the OpenAPI documents, and the CLI's own
TypeScript interfaces. Two of those are now derived.

## Generation

`scripts/generate-v2-cli-api.ts` reads `apps/sim/lib/api/contracts/v2/**` and
emits `packages/sim-cli/src/generated/v2-api.ts`: request/response types for all
44 operations plus an operation table (method, path, path params) the client
dispatches through, so a route that moves or changes verb moves the CLI with it.

The contracts are the right source because the routes validate against them — a
shape that disagrees with a contract is a shape the server would reject. Zod
4's `z.toJSONSchema()` handles all 110 schema slots; the JSON-Schema-to-TS
emitter is hand-rolled over that known-narrow subset and throws on anything
unrecognized rather than degrading to `any`, since silence is how a generated
client drifts.

`packages/*` must not import `apps/*`, so the generated file is plain type
declarations with no imports and the script does the crossing at build time.

`check:cli-api` fails CI when the file is stale. The generated directory is
excluded from biome: the pre-commit hook runs `check --write`, which would
otherwise reformat generated output and fail that check with an unrelated
message.

## OpenAPI: checked, not generated

The docs specs carry ~1000 hand-written descriptions and ~400 examples that Zod
schemas do not encode, so generating them would trade real documentation for
mechanical accuracy. `check:openapi-drift` reconciles structure instead — every
v2 path and method must exist on both sides — keeping the prose while still
failing on divergence. Both currently agree on all 44 operations.

## Tables

`sim tables list|get|columns|rows|insert|delete-rows`, built on the generated
types. Rows go through the POST query endpoint even unfiltered, since it is the
only shape carrying the predicate. Row columns are discovered at runtime and
unioned across the page, so a sparse row cannot hide a column.

Deletion requires an explicit `--row`/`--filter` selector *and* `--yes`; an
argument-less call would otherwise empty the table. Path params are
percent-encoded — an id containing `/` or `?` would otherwise retarget the
request.

The four existing command groups drop their hand-written interfaces for the
generated ones.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli): make the generated v2 API a fixed point of the formatter

The pre-commit hook rewrote the generated file immediately after it was
committed, so `check:cli-api` then failed in CI reporting contract drift that
had not happened — the only difference was quote style.

The biome.json exclusion added alongside it does not help: lint-staged runs
`biome check --write` on explicit paths, which bypasses `files.includes`. It
implied protection it never provided, so it is removed.

The generator now pipes its output through `biome format --stdin-file-path`
instead, making the emitted file conformant by construction. The hook has
nothing left to change, and the check compares like with like. A formatter
failure throws rather than emitting unformatted output, since falling back
silently would reopen the same loop.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli-auth): wait for the workspace list before allowing approval

The picker fell back to "No workspace (personal key)" while the workspace query
was in flight, and Connect stayed live through that window. A fast click
approved a personal key with no default workspace — when the same click a moment
later would have issued a workspace-scoped key. The fallback read as an answer
rather than a pending state, so the card could promise one outcome and deliver
another.

Connect is now disabled until the list resolves, the trigger shows a loading
label (a placeholder would not show, since the fallback always counts as a
selection), and the explanatory line no longer asserts the personal-key outcome
before it is known.

Failure is treated as degraded rather than fatal: the picker disables but
Connect stays enabled and the copy says a personal key will be issued, so a
transient list failure cannot strand a waiting terminal.

Tests cover the pending, loaded, admin-binding, and error states; the two
loading assertions fail against the previous implementation.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli-auth): name minted keys by timestamp, not date

A second login on the same day failed with `A workspace API key named "CLI
(2026-07-30)" already exists` — after the user had already approved in the
browser, so the whole handoff was wasted and there was no way to complete it
without renaming the existing key.

Key names are unique per owner, so the name has to be unique per login. Now
`CLI (2026-07-30 15:42:07Z)`: second precision, UTC so it is unambiguous in a
shared workspace key list and sorts chronologically.

The comment claiming a same-day collision was desirable (so logins would reuse
one key) was wrong — nothing reuses the key, the mint just fails. A collision at
second precision now means something genuinely unexpected, so it is still
surfaced rather than retried under a suffixed name.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* docs(api): document the v2 execution surface

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

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

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

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

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

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

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

* feat(cli): CLI contract for the v2 surface, incl. execution

Adds `packages/sim-cli/src/contract` — the declarative definition of how the
terminal maps onto the API — and folds in the v2 execution endpoints that just
landed on improvement/v2-endpoints.

## The contract

Read it as a diff against what is already derivable, not a listing. Method,
path, path params, field types, enum values, defaults and required-ness all come
from the generated operation table (which comes from the Zod contracts), and the
command name derives from `<resource> [sub-resource] <verb>`. 23 of 47
operations therefore need no entry at all.

The 24 that do carry only what a schema cannot express:
- names, where REST overloads one path — `DELETE /rows` vs `DELETE /rows/[rowId]`
  becomes `batch-delete` vs `delete`, and `DELETE /deploy` becomes `undeploy`
- flags, where a field's type misdescribes its meaning — `workflowIds` is
  `z.string()` that the route splits on commas; no generator can infer that
- columns, which are editorial
- confirm, for the 8 destructive operations

## Execution

`executeWorkflow` / `getWorkflowExecution` / `cancelWorkflowExecution` derive
badly (`/execute` and `/cancel` are verbs the deriver reads as nouns), so all
three are named explicitly: `workflows run`, `workflows executions get|cancel`.

`stream` is marked `omit`: it switches the response to SSE, which the JSON
client would try to parse. Advertising a flag that breaks the response is worse
than not offering it — a `--follow` command that renders the stream is separate
and hand-written, like `files download`.

## Also

- Drops `check:openapi-drift`. The branch landed `check:openapi`, which does the
  same path/method reconciliation plus a recursive field diff and validates doc
  examples against the real Zod schemas — mine was a strict subset.
- Surfaces the new v2 rollout gate in the CLI: it answers 404 for callers
  outside the cohort, indistinguishable from a missing resource, so a 404 now
  carries that as a possibility rather than a diagnosis.
- `executor/utils/errors.ts` widens instead of casting through `unknown`, which
  is both more honest (the value is an Error) and keeps the double-cast ratchet
  at 8.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

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

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

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

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

* feat(cli): yaml and text output formats

`--output` now takes table | json | yaml | text, settable per-command, via
SIM_OUTPUT, or persisted per profile as before.

`yaml` joins `json` in rendering the API's raw values rather than the table's
formatted cells, so a duration stays `1500` instead of becoming `"1.5s"` —
switching format changes the encoding, never the data. Line folding is disabled:
valid YAML, but it breaks line-oriented greps and is miserable to read.

`text` is tab-separated with no header and no colour — the shape `cut -f2` and
`while IFS=$'\t' read` expect, so shell plumbing works on a box with no JSON
tool. It uses the rendered cells rather than raw values, since it is a human-ish
format for pipelines rather than something to parse. An absent value collapses
to an empty field instead of the table's em-dash: `cut` returning a literal `—`
would read as a value to every downstream emptiness test.

A bad `--output` is now an error (commander `.choices`) rather than a silent
fall back to `table`. The environment variable and the config file stay tolerant
— those are ambient and set once, so a bad value should not break every command,
but a flag just typed should not be quietly disregarded.

Uses js-yaml 4.3.0, already a direct dependency of apps/sim, rather than adding
a second YAML library to the monorepo.

Also drops a stale README reference to check:openapi-drift, which the v2-endpoints
merge superseded with the deeper check:openapi.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

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

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

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

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

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

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

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

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

Behavior this consolidates, previously true on only some paths:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Status changes, all deliberate:

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

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

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

---------

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

* refactor(cli): output format is a profile setting, not a flag

Drops `-o, --output`. Format is set once per profile with
`sim configure --set-output <format>`, or overridden ambiently with SIM_OUTPUT
for a one-off (`SIM_OUTPUT=json sim logs list | jq`) and for CI, which already
runs file-less on env alone.

Both remaining sources are ambient — set once, then read by every later command
— so an unrecognized value falls back to `table` rather than breaking the CLI.
There is no longer a strict tier, because there is no longer anything typed
per-invocation to be strict about.

Frees `-o` for `sim files download -o <path>`, which previously had to share the
short flag with a global that meant something else entirely.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* feat(cli): runtime that builds every command from the contract

Turns the CLI contract into working commands. 43 leaves across 7 groups, up
from the 6 hand-written ones — every v2 operation the contract does not hide is
now reachable, including `sim tables upsert`, `sim workflows run`, and the whole
tables surface.

## What the generator now emits

`V2_OPERATIONS` carries a field→slot map per operation: each query/body field's
kind, whether it is required, its enum values, and its server-side default.
Types alone could not drive this — the runtime has to *iterate* fields to build
flags, and everything from argv arrives as a string, so it needs the kind to
turn "50" into 50 and '{"a":1}' into an object.

It also lifts each operation's one-line `summary` from the OpenAPI specs. The
contracts carry validation, not prose, so `--help` had been showing raw URLs;
the specs already hold a written summary per operation and `check:openapi`
guarantees one exists, so this reuses documentation rather than inventing a
second place to describe the same endpoint.

## The runtime

`derive.ts` names a command `<resource> [sub-resource] <verb>` from the route,
covering 41 of 47. `request.ts` assembles the call: path params from positional
args, `workspaceId` injected from the profile into whichever slot declares it,
everything else coerced and validated locally — so a bad enum, malformed JSON,
missing required flag, or absent workspace fails before any network call.
`build.ts` constructs the commander tree, auto-pages cursor lists up to
`--limit` (0 for everything), and renders through the contract's columns or, for
runtime-shaped rows, keys unioned across the page.

Fixed while wiring: `new Command('upsert <tableId>')` makes the *whole string*
the command name, so `sim tables upsert` never matched and fell through to the
group's help. Arguments have to be declared with `.argument()`.

## What stays hand-written

Two leaves, each for a reason generation cannot satisfy in principle:
`files download` streams binary rather than the JSON envelope, and
`tables rows list` discovers columns from user-defined row data nested under
`data`. They attach onto the generated groups, so `sim files --help` lists them
alongside the rest. The five previous command files are deleted.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli): review round 1 — flag lookup, terminal controls, download safety

## CLI flags silently dropped (Cursor, High)

Commander camelCases every multi-word flag, so `--min-duration-ms` is stored as
`minDurationMs`. `buildRequest` looked flags up by their own kebab name, found
nothing, and dropped the field — no error, it just never reached the API. That
was every multi-word flag on every generated command.

The unit tests passed because they fed flag values already keyed by flag name,
which is not what commander produces — they validated a fiction. Added
`build.test.ts`, which parses real argv through the built commands; three of its
assertions fail against the previous code. The old tests now use camelCase keys
with a comment saying why.

## Terminal control sequences (Greptile, P1 security)

`stripAnsi` matched only SGR (`ESC [ … m`), so a knowledge document, table cell,
or workflow name could carry OSC, non-SGR CSI, or `ESC c` through to an
interactive terminal — setting the window title, moving the cursor to overwrite
what was already printed, or resetting the terminal. Replaced with a `sanitize`
covering OSC (BEL- and ST-terminated), CSI, any ESC + printable, and the bare
C0/C1 range, keeping tab and newline. Applied where API values become display
text, so the colour the CLI adds afterwards still works.

## Downloads (Greptile, P1 ×2)

`createWriteStream` truncated silently, and the destination name usually comes
from the server's content-disposition rather than anything the caller typed —
so a download could irreversibly replace an unrelated local file. Now opens `wx`
and fails with a message naming `--force`, which was added for the deliberate
overwrite.

The stream's error listener was attached after the read loop finished, so an
EEXIST/EACCES/ENOSPC during writing was an unhandled 'error' event that took
down the process. It is now registered before the first write and raced against
the pump.

## Personal-key caption (Cursor, Low)

With "No workspace (personal key)" picked, the caption still promised a default
workspace the approval does not send. It now distinguishes no-pick from
picked-but-not-admin.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli): review round 2 — body-cursor paging, timestamp sanitization

## `tables rows query` printed nothing (Cursor, High)

`isCursorList` only looked for `cursor` on the query slot, but `queryRows` is a
POST whose whole filter — cursor included — is in the body. It therefore took
the single-request path, which handed an array of rows to `printRecord` and
printed an empty record, and it never auto-paged past the first page.

Replaced with `cursorSlot`, which checks both slots and tells the pager where to
put the cursor back. Added a defensive branch so an array reaching the
single-resource path renders as a list with inferred columns rather than
silently printing nothing.

## Invalid timestamps bypassed sanitization (Greptile, P1 security)

`timestamp()` echoes an unparseable value verbatim, and that value is still
server-supplied — so the branch was a way past every other formatter for the
control sequences round 1 closed. Now sanitized on that path too. Audited the
remaining formatters: no other path returns a server value unsanitized.

Both fixes have tests that fail against the previous code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli): review round 3 — poll retry, download flush errors

Both findings are flaws in round 1's fixes rather than in the original code.

## A redeemable login was thrown away (Cursor, High)

`pollForKey` treated every non-429 status as terminal. But the poll route
releases its mint reservation on any mint failure — its own comment says "a
later poll can retry" — so a transient 5xx or a same-second name conflict ended
the login after the user had already approved in the browser, forcing a full
restart for something the server had deliberately left recoverable.

Retryable is now 409, 429, and 5xx. Everything else stays terminal: 400 means a
malformed request id or verifier and 401/403/404 mean the server is refusing on
purpose, so retrying those would just spin to the 15-minute timeout.

## A failed download reported success (Greptile, P1)

`file.end(resolve)` passes the flush error to the callback as its argument, so
the pump fulfilled *with* the error and the command printed "Saved" for a
truncated file. Confirmed against node directly — `end`'s callback receives the
errno. It now rejects on that argument, which is the path an ENOSPC actually
takes, since the bytes may not reach disk until the final flush.

Adds `device-flow.test.ts` (11 tests: the retry matrix, transport failure,
terminal refusals, and that the poll secret never enters the browser URL) and
`hand-written.test.ts` covering the download's overwrite guard and flush
failure. The two retry tests fail against the previous code; the flush test
needs `/dev/full` and so runs in CI rather than on macOS.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli): review round 4 — repeated flags encode per field kind

`coerce` comma-joined every `list` flag, but that is only correct for the three
fields whose wire type is a `string` the route splits (`workflowIds`,
`folderIds`, `triggers`). The others genuinely want an array:

- `rowIds` and `selectedOutputs` are `array`, so joining sent a string where the
  schema expects a list — `sim tables rows batch-delete --row a b` failed
  validation, and so did a single `--row a`
- `knowledgeBaseIds` is a string-or-array union whose array branch is the right
  one; joining made `kb_1,kb_2` a single bogus id, so multi-`--kb` search
  silently searched nothing

`list` now means only "accept the flag more than once" — the encoding follows
the field's kind, which the generator already records. The two questions were
conflated under one contract field and the `FlagSpec` doc now says so.

Four tests, three of which fail against the previous code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli): review round 5 — header sanitization, auth ordering, stale suggestion

## Table headers stayed executable (Greptile, P1 security)

Round 1 sanitized cell *values* but not the column *names*, and a table's
columns are user-defined — so the same control sequences were still executable
one row higher, in the header. Sanitizing is now done inside `renderTable`
rather than at each call site, so a future column source cannot reopen it, with
the two key-derived column builders covered as well.

## Fresh install was told the wrong first step (Cursor, Low)

Generated commands read `profile.workspaceId` directly, bypassing
`requireWorkspace()` — which checks the key first precisely so a new user is
told to log in rather than to set a workspace they cannot use yet. That ordering
was fixed for the hand-written commands earlier and reintroduced by the runtime.
`sim tables list` on an empty profile now says "Not logged in" again.

## A stale suggestion shadowed the fallback (Cursor, Medium)

The picker took `selected ?? suggestedWorkspaceId ?? lastActiveWorkspaceId`. The
suggestion comes from a profile the CLI wrote earlier, so it can name a
workspace the user has since left — and merely being truthy, it blocked the
last-active fallback and left the card on "no workspace" with a perfectly good
one available. It now counts only when it resolves against the loaded list.

Two of the three have tests that fail against the previous code; the third is
verified end-to-end (`sim tables list` on an empty profile).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* feat(cli): pick up the new v2 domains; discover modules instead of listing them

Merges `v2-api-spec` (#6150 — v2 endpoints for MCP servers, skills, custom
tools, folders, credentials) and the newer `improvement/v2-endpoints`.

## The generator was list-driven, so none of it would have appeared

`DOMAINS` and `SPEC_FILES` were hardcoded. Five new contract modules and a new
`openapi-v2-resources.json` had landed, and the generator would have skipped
every one — silently, with `--check` still passing, because the generated file
matched a generator that never looked. Both are now discovered from disk.

That is the same silent-drop class the review rounds kept surfacing, and it is
the property the whole pipeline rests on: a new v2 domain should reach the CLI
by regenerating, not by remembering to edit a list.

Result: 47 → 72 operations, 13 contract modules, and 25 new commands
(`sim skills list`, `sim mcp-servers get`, `sim folders delete`, …) with no CLI
change beyond the discovery fix. Summaries for the new domains now resolve too,
so their `--help` reads properly instead of falling back to `METHOD /path`.

## Confirmation gates for the new destructive operations

Five new DELETEs arrived ungated. `deleteFolder` is the sharpest — the route
archives the folder *and cascades to its contents* — so its message says so
rather than reading like a single-item removal.

Added a test asserting every DELETE carries a confirmation, with
`undeployWorkflow` the one documented exception (reversible by redeploying). It
fails against this commit's own starting state, so the next domain to arrive
cannot land ungated the way these did.

## One fix outside the CLI

`lib/skills/orchestration/skill-lifecycle.ts`, added by #6150, imports
`OrchestrationErrorCode` from `@/lib/workflows/orchestration/types`, which does
not exist — the type lives in `@/lib/core/orchestration/types`, where every
other consumer reads it. The branch does not type-check without this.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EsThUPqZXjwuuyRjBbmVkj

* fix(cli): render single-key resource envelopes, and column the new domains

`sim mcp-servers create` created the server, exited 0, and printed nothing.
The v2 route answers `{ data: { mcpServer: {...} } }`, and the record renderer
keeps only scalar fields — one key holding an object left it with none. Unwrap
a lone object-valued key before rendering; a payload with siblings (`{ row,
operation }` from upsert) is a real result and is left alone.

The five domains that arrived with the last generation had no contract columns,
so `mcp-servers list` inferred 20 including `hasOauthClientSecret`. Give each a
column set.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

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

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

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

Behavior converged, not preserved:

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

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

Also:

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

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

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

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

Review round 1 on #6154.

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

* fix(cli): stop dropping nested fields, and emit exports as documents

`sim workflows export <id>` printed `version` and `exportedAt` and nothing
else. The record builder kept only scalar fields, so `workflow` and `state` —
the entire export — were discarded with nothing to say they had been. Same for
`workflows get`, which silently dropped `variables` and `inputs`.

Record views now render every field. Nested values serialize to one line and
are cut at 160 chars: visibly partial beats silently absent, and json/yaml
output still prints them whole.

Export is a document, not a record — it exists to be redirected to a file and
fed back to `import`, and table/text flatten and truncate, so neither can
round-trip it. `document: true` in the contract makes those formats fall back
to JSON; yaml is honoured because it round-trips.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

* feat(cli): JSON flags accept @file and @- alongside inline JSON

A workflow export is hundreds of lines, and `--workflow` only took it inline.
The shell makes that miserable: unquoted `$(cat wf.json)` word-splits into
broken JSON, and nothing in the help said passing a file was an option.

Every JSON flag now reads `@path`, or `@-` for stdin, so the round trip is
`sim workflows export <id> > wf.json` then `import --workflow @wf.json` — or
one pipe. `@` cannot collide with a real value because JSON only ever starts
with `{ [ " -`, a digit, or t/f/n.

Stdin drains with a readSync loop rather than readFileSync(0): a pipe is opened
non-blocking, so the single-read form returned EAGAIN and died with a raw stack
trace exactly when the upstream process had not written yet.

Parse failures that look like a filename now say so — naming @path, or the file
itself when the bare value turns out to exist.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* feat(cli): wire the expanded v2 files surface

Regeneration picked up seven new operations (72 → 79), every one of which
derived badly. `/files/move` and `/files/bulk-archive` put a verb where the
deriver expects a sub-resource, so each became a group holding a lone `create`;
`GET /files/[id]/share` fetches one share and was read as a collection and
named `list`; and `PATCH /files/[id]` derived to `files update` while its own
summary said "Rename File".

Named them: batch-archive (matching tables rows batch-delete), move, rename,
restore, set-content, share get, share set. Bulk archive is gated behind --yes
like the other batch destructives.

`files list` gained --scope active|archived, and its rows now carry folderPath —
added as a column, since which folder a file sits in is what distinguishes two
rows sharing a name.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

* feat(cli): sim files upload

The counterpart to `files download`, and hand-written for the same reason:
POST /api/v2/files is multipart, which the generated flag surface cannot
express, so `uploadFile` has been hidden since the start.

Reads the file with openAsBlob so it stays on disk while the request is
written, rather than buffering the whole upload in memory. Size is checked
against the route's own 100MB ceiling before anything is sent. Content type
comes from the extension, since the stored type decides whether the workspace
later renders a file or offers it for download.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

* fix(cli): make tables rows query show the rows

Three things stacked up so the command appeared to do nothing.

A row's cells live under `data`, and column inference skips object-valued
fields — so the table came back listing an id and two timestamps per row and
none of the content the query was run for. `expand` names the wrapper whose
keys become columns, unioned across the page like the top-level ones. A cell
key that shadows a top-level field is shown by its full path, so two different
values never share a header.

A cell containing a newline pushed the rest of its row onto the next line and
every column after it lost alignment; in text mode a tab invented a field that
`cut -f` reads as real. Display cells are now flattened to one line. `sanitize`
still keeps \t and \n — json and yaml must round-trip them, and this is applied
only to finished cells.

A single cell holding an LLM response set the column width for the whole table
and pushed everything after it off-screen, so table cells clamp at 60 columns.
text/json/yaml are untouched: those exist for the whole value.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

* fix(cli): make boolean flags able to say false

`--is-active false` turned sharing ON and reported success. Booleans were
declared presence-only, so the flag meant `true` and commander dropped the
`false` as an argument the command had no use for — silently, because excess
arguments are ignored by default.

A required boolean now takes its value (`--is-active <true|false>`): it is a
state to set, not a switch to flip on, and as a presence flag it could only
ever send one of the two values it needs to express.

Optional booleans stay presence-flags — `--deployed-only` reads better than
`--deployed-only true` — but each also gets `--no-<name>`. Omitting one means
"leave it alone", which is not the same as setting it false; without the
negation there was no way to disable an MCP server or unlock a folder.

Excess arguments are now an error on every generated command, so a value
attached to the wrong flag stops rather than being silently discarded.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Route baseline 1064 -> 1061.

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

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

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

* feat(api): unify file and table transfers

* improvement(api): make multipart transfers stateless

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

* feat(cli): pick up v2 workflow CRUD, table transfers, and list search

79 → 111 operations across three merged PRs.

The generator could not read the new contracts at all: a table view's filter is
a recursive predicate, so Zod lifts it into `$defs` and refers to it, and
`toTypeScript` threw on the first `$ref`. Those definitions are now hoisted into
named aliases — recursion TypeScript resolves without complaint — named after
the type that owns them so two operations lifting their own `__schema0` cannot
collide.

Uploading is no longer one multipart POST. `POST /api/v2/files` is gone,
replaced by a presigned handshake, so `files upload` was left calling a route
that no longer exists. It now creates the upload, signs part URLs in batches of
100 (each is short-lived, so signing all of them up front would expire the last
ones), PUTs each part straight to storage, and completes with the ETags —
aborting the upload if any step fails, since a half-finished one holds storage.
Parts are read through `Blob.slice`, so only the part in flight is in memory.
Verified byte-identical on a 24MB round trip.

The rest is naming. `/cancel-runs`, `/rows/find`, `/restore`, `/columns/run`
and the enrichment path each put a verb where a sub-resource was expected, so
each had become a group holding a lone `create`. Transfer steps keep names that
say what they are, since no single command drives a table import yet.

Three new DELETEs needed gates, which the existing guard test caught. Aborting
an upload and cancelling an import or export stop something in flight rather
than destroying something kept, so those are exempt.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

* feat(cli): sim tables import

Imports a CSV into a new or existing table, driving the same presigned
handshake `files upload` uses — the two are the same protocol against
different paths, so they now share one implementation.

What made this more than a wrapper is that the import carries decisions the
handshake does not: the source is a local file or one already in the workspace,
the target is a new table or an existing one to append to or replace, and
mapping/createColumns are rejected unless the target is existing. Both choices
are required rather than inferred — defaulting to a new table would turn a
forgotten --to-table into a silent second copy of the data — and the
conditional flags are checked here so the error names the flag instead of
arriving as a complaint about the request body.

The transfer only queues the work; rows are parsed afterwards, so returning at
`complete` would report success for an import that goes on to fail on a bad
row. It polls to a settled status and reports the rows written, with progress
on a terminal only. --no-wait opts out.

The handshake steps are hidden now that a command drives them; `imports get`
and `imports cancel` stay, being useful against an import already running.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

* feat(cli): default tables import to a new table named after the file

`sim tables import people.csv` now does the obvious thing rather than
demanding a target. Requiring one guarded the wrong direction: a forgotten
flag creating a new table is visible and easily undone, while the outcome
worth protecting — writing into an existing table — is the one that now has
to be asked for by name.

--to-table becomes --table-id, and --mode/--mapping/--create-columns apply
only alongside it. Passing one without it is an error rather than a no-op:
silently ignoring `--mode replace` would let it read as honoured while a new
table was created beside the one it was meant to overwrite. The reverse is
also refused, since --table-id already names the destination.

The derived name is sanitized, because table names are identifiers: the
obvious basename would reject most real files, so `2026-quarterly sales.csv`
imports as `_2026_quarterly_sales` instead of failing. --name overrides it,
and is required for --file-id, where there is no file name to take one from.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

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

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

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

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

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

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

* chore(cli): regenerate for the paginated table list

`listTables` gained `limit` and `cursor`, so the CLI's auto-pager now drives it
like every other paginated list — no CLI change, which is the point of
generating this file. Also picks up `isCurrent` on workflow versions and a new
`voice-output` enum member.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

* fix(cli): make tables rows create and tables columns run usable

Both were dead on arrival, for opposite reasons.

`createTableRows` takes `z.union([batch, single])`. A union has no flat field
list, so the generator emitted no body slot — and slot absence reads the same
as "this operation has no body", so the command offered nothing and sent
nothing. The generator's own comment claimed the runtime fell back to taking
the body as JSON; nothing did. Unions are now marked, the fields every branch
shares are still emitted (both require `workspaceId`, which comes from the
profile), and `--body <json|@file>` carries the rest, merged over them so the
caller still wins on any key it sets. Dropping that merge was my first attempt
and it failed on the missing workspace.

`runTableColumn` takes `limit: { type, max }`. The pager claimed the *name*
`limit` regardless of type, so it became `--limit <n>` with a default of 100
and sent a number the route rejected on every call, whether or not the flag was
passed. The special case now applies only where `limit` is numeric; elsewhere
it is an ordinary field and gets the JSON flag its type calls for.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148a65fkPhP4N8tgGPYtRTU

* feat(api): add multipart knowledge document uploads

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

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

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

* fix(uploads): prevent multipart cleanup races

* fix(cli): improve command usability and structure

* feat(cli): support knowledge document uploads

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

* feat(uploads): unify signed upload sessions

* fix(uploads): preserve attachment storage semantics

* feat(files): add authored file creation

* fix(uploads): omit hoisted S3 metadata headers

* fix(cli): support unified upload sessions

* feat(api): add file metadata endpoint

* feat(cli): accept simple list inputs

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

* improvement(api): scope folders to resource paths

* fix(files): serialize folder resolution with uploads

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

* feat(cli): add path-based resource directories

* feat(cli): add resource mkdir commands

* fix(cli): accept positional folder paths

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

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

* improvement(uploads): persist multipart sessions in postgres

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

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

* feat(cli): streamline common resource workflows

* feat(cli): standardize resource command syntax

* fix(billing): unify chat usage source

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

* feat(cli): sync unified chat billing source

* feat(cli): expose log detail trace spans

* fix(logs): parse list trace spans

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

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

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

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

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

* fix(api): bridge resume queue visibility lag

* feat(api): add v2 workflow resume endpoint

* fix(api): project pending resume attempts

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

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

* improvement(api): unify v2 resource query layers

* fix(api): address v2 review findings

* fix(api): preserve cancelled queue status

* fix(api): guard cancelled job transitions

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

* feat(cli): improve v2 command workflows

* feat(api): rename v2 executions to runs

* feat(api): split credentials and secrets

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

* improvement(api): consolidate public v2 route handling

* feat(cli): sync v2 API and personal login defaults

* fix(cli): use profile workspace for workspace get

* fix(cli): use profile workspace for member listing

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

* improvement(files): unify rename authorization

* chore(skills): add file operation migration guide

* improvement(files): consolidate file operation authorization

* improvement(files): extract shared operation foundation

* improvement(api): simplify internal route declarations

* improvement(files): centralize application authorization

* refactor(api): share workspace file name validation

* refactor(files): centralize copilot application calls

* docs(skills): generalize application operation migration

* fix(cli): restore nested knowledge document commands

* feat(cli): add interactive Sim chat

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

* improvement(api): centralize v2 resource operations

* fix(api): preserve custom tool conflict errors

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

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

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

* refactor(api): migrate v2 knowledge operations

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

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

* feat(cli): refine chat and desktop updates

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

* improvement(tables): centralize v2 application operations

* fix(tables): preserve run validation and signals

* style(desktop): refine macOS installer layout

* fix(api): type timestamp cursor parameters

* feat(cli): add saved chat commands

* chore(desktop): trigger updated prerelease

* feat(cli): publish @simai/cli release channels

* fix(ci): include auth package in app prune

* feat(cli): separate file descriptions from content

* feat(cli): add resumable async Sim Chat

* fix(cli): guard file unsharing

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

* feat(auth): add scoped internal executor delegation

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

* Include share status in file metadata

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

* fix(cli): stream file content to stdout by default

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

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

* improvement(api): harden application route boundaries

* fix(folders): reject creates at workspace cap

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

* fix(knowledge): enforce trusted workspace scope

* refactor(knowledge): declare v2 body lifecycle

* finish knowledge application migration

* refactor(knowledge): compose copilot batch commands

* fix(knowledge): parse connector query flags

* fix(knowledge): finalize partial batch effects

* fix(knowledge): align merged application boundaries

* fix(knowledge): close application boundary review gaps

* style(knowledge): satisfy branch biome checks

* fix(knowledge): page connector documents in editor

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

* refactor: enforce copilot table application boundary

* fix(tables): finish application boundary migration

* fix(tables): restore scoped copilot imports

* fix(tables): compose copilot commands atomically

* fix(tables): preserve workflow group scheduling

* fix(tables): complete fixed copilot composition

* fix(tables): reject enrichment output mutation

* fix(tables): complete authorized application boundary

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

* fix(workflows): migrate Copilot application boundary

* fix(workflows): finish delegated application migration

* fix(workflows): encode VFS folder aliases

* fix(workflows): close application composition gaps

* fix(workflows): preserve VFS validation errors

* fix(workflows): complete application boundary migration

* test(workflows): format canonical binding coverage

* fix(workflows): scope executor metadata reads

* fix(workflows): bind executor metadata targets

* fix(copilot): recover tool arguments lost when a call is checkpointed mid-generation

Tool arguments reach Sim two ways: whole on a frame's `arguments`, or in pieces
as `args_delta` chunks that accumulate into `streamingArgs`. Only the first
populated `params`, so a call checkpointed before any frame carried `arguments`
executed with `{}` and failed its own schema on every required property. The
file subagent's `workspace_file` calls arrive exactly that way, which left the
agent retrying and then routing around the tool entirely.

- executor: hydrate `params` from the streamed deltas before dispatch, covering
  both normal dispatch and the never-dispatched resume path.
- handlers: record the subagent channel at registration rather than only on a
  finalized frame, so the workspace_file -> edit_content intent handoff can find
  its intent instead of reporting "No workspace_file context found".
- preview adapter: pass the frame's tool call id into file delegation, which
  derives its audit id from it. Without it every preview threw and no file
  content streamed at all.
- run: a checkpointed call with no recorded result now reports a failed result
  instead of throwing, which ended the whole turn and cost the user the entire
  response.

Each fix has a regression test verified to fail without it.

* feat(credentials): add v2 OAuth connection APIs

* fix(credentials): preserve active OAuth connection links

* fix(credentials): bind OAuth links to connection intent

* feat(credentials): complete v2 credential lifecycle

* fix(credentials): make disconnect idempotent

* fix(credentials): stabilize oauth draft retries

* fix(credentials): bind oauth callbacks to drafts

* fix(credentials): fail closed on oauth completion

* fix(credentials): bind shopify completion to oauth state

* revert(chat): remove Sim Chat and mothership changes

Reverts this branch's Sim Chat surface and its mothership-view edits.

d4bdb87d04 ("feat(cli): add interactive Sim chat") could not be reverted: it
is a 175-file commit that also introduced the ExecutionContext refactor and
the v2 workspaces API, which 33 files under lib/copilot now depend on.
Reverting it produced 42 content conflicts, 24 of them in the refactor rather
than in chat code. Its chat contribution is removed forward instead.

Reverted:
  b25e7ba0c3 fix(copilot): recover tool arguments lost when checkpointed
  d4c74648b0 feat(cli): add resumable async Sim Chat
  3f0c1fcce0 feat(cli): add saved chat commands
  de263204fd feat(cli): refine chat and desktop updates -- mothership-view
             only; desktop updater, terminal themes, and bridge are kept

Removed forward: the 17 CLI chat modules, /api/v2/chat, /api/v2/chats, the v2
chat contracts, and lib/copilot/headless. lib/copilot/chat/turn-persistence.ts
is kept because the web chat's post.ts imports it.

Left alone: upstream Copilot application-boundary work (#6450-#6462), the
sim-chat billing source, and the v2 workspaces API.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JNFjchn6dcM7xevh34PKHE

* fix(credentials): align custom oauth reconnects

* fix(credentials): centralize application authorization

* fix(credentials): keep OAuth draft intent immutable

* chore(cli): regenerate v2 API for the staging sweep

Additive only, both picked up automatically by the derived command surface:
  - cancelWorkflowRun `reason` gains already_cancelled / already_completed /
    already_failed (#6702)
  - getFile gains `scope` (active | archived), so `sim files describe` grows a
    --scope flag defaulting to active

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JNFjchn6dcM7xevh34PKHE

* fix(credentials): allow renamed reconnect targets

* fix(credentials): close OAuth draft edge cases

* fix(ci): green the repo audits after the staging merge

check:import-specifiers — 79 violations, all packages/sim-cli. That package is
"moduleResolution": "nodenext" while the rest of the repo is "bundler": Node's
ESM resolver takes the specifier literally, so `./ini.js` is required for a
file that is `./ini.ts` on disk. Following the audit's advice to drop the
extension would break the CLI at runtime. The checker now reads each
workspace's tsconfig and, for a NodeNext package, resolves a `.js` specifier
back to its source instead of flagging it — still catching genuinely missing
files.

check:utils — device-flow.ts polled with `new Promise(setTimeout)`. It cannot
import sleep() from @sim/utils: that package is private, so a published
@simai/cli would resolve it in the monorepo and fail from npm. Added a local
helpers.ts and allowlisted it, matching the existing packages/cli entry.

check:tool-registry-boundary — knowledge/page.tsx measured +43 against a +42
allowance. tools/registry.ts is not a gateway on any route, so the boundary the
audit exists to protect is intact; the growth is this branch's own v2 work.
Re-recorded per the script's own instruction.

helm — restored staging's networkpolicy_test.yaml. An earlier integration merge
had dropped its trailing newline, which was the only helm delta against
staging and was tripping the chart-version-bump check.

Not addressed: the Security audit step reports high advisories (brace-expansion,
undici, Socket.IO, OpenTelemetry, fast-uri). Every one is transitive and present
in staging's lockfile too; the step is continue-on-error and did not fail the
job. bun audit reads a live advisory feed, so staging's green run predates them.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JNFjchn6dcM7xevh34PKHE

* fix(cli): read share fields from the v2 share object

The file-share columns pointed at a `sharing` wrapper that v2 does not return.
The share travels under `share` on file metadata (null when unshared) and as the
unwrapped body on the share endpoints, and its flag is `isActive`, not
`enabled`. Every one of those columns was therefore rendering an em-dash on
`files describe`, `files share get`, and `files share set`.

A missing field path renders blank instead of failing, so nothing caught this.
Added a rendering test over both surfaces; it fails if a path stops resolving.
`hasPassword` is surfaced on the two share commands while they are being fixed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JNFjchn6dcM7xevh34PKHE

* fix(credentials): fail closed without breaking auth

* improvement(cli): bundle and publish as @sim/cli

* fix(credentials): preserve migrated route behavior

* fix(cli): confirm before overwriting login profile

* fix(cli): adapt service-account credential fields

* feat(cli): prompt for secret values

* fix(cli): harden login and credentialless chat

* fix(cli): skip existing package releases

* fix(cli): avoid exposing API key fragments

* fix(cli): cancel failed download streams

* fix(cli): sanitize authentication metadata

* fix(cli): rename authentication output metadata

* fix(cli): publish downloads atomically

* fix(cli): harden download destinations and labels

* fix(cli): support dangling download symlinks

* fix(cli): keep new downloads atomic

* refactor(cli): remove unrelated Copilot changes

* fix(cli): publish as sim package

* fix(cli): use staging npm tag

* fix(cli): align vitest lock resolution

---------

Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Vikhyath Mondreti <vikhyathvikku@gmail.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
Co-authored-by: Siddharth Ganesan <siddharthganesan@gmail.com>
2026-08-15 04:51:30 -04:00
Theodore Li 6006870f02 feat(credentials): add v2 credential lifecycle APIs (#6664)
* feat(credentials): add v2 OAuth connection APIs

* fix(credentials): preserve active OAuth connection links

* fix(credentials): bind OAuth links to connection intent

* feat(credentials): complete v2 credential lifecycle

* fix(credentials): make disconnect idempotent

* fix(credentials): stabilize oauth draft retries

* fix(credentials): bind oauth callbacks to drafts

* fix(credentials): fail closed on oauth completion

* fix(credentials): bind shopify completion to oauth state

* fix(credentials): align custom oauth reconnects

* fix(credentials): centralize application authorization

* fix(credentials): keep OAuth draft intent immutable

* fix(credentials): allow renamed reconnect targets

* fix(credentials): close OAuth draft edge cases

* fix(credentials): fail closed without breaking auth

* fix(credentials): preserve migrated route behavior

* feat(credentials): add provider search

* fix(credentials): prevent stale secrets and drafts
2026-08-15 00:47:06 -04:00
Theodore Li 8fb571ac54 feat(credentials): add managed credential groups (#6697)
* feat(credentials): add managed credential groups

* fix(audit): sync credential group mock

* fix(credentials): serialize enrollment revocation

* fix(credentials): isolate managed delegation

* fix(credentials): serialize invitation lifecycle

* fix(credentials): preserve enrollment lifecycle

* refactor(credentials): migrate groups to application boundary

* fix(credentials): serialize enrollment readiness

* fix(credentials): preserve completed reconnect state

* fix(credentials): revalidate policy before grant persistence

* fix(credentials): prioritize expired invitations

* fix(credentials): redirect unavailable oauth starts

* fix(credentials): clarify managed oauth boundaries

* fix(settings): complete feature flag test mocks

* fix(credentials): clarify enrollment actions and entitlement errors

* fix(credentials): preserve entitlement failure reasons

* fix(credentials): refine managed oauth flow

* fix(lint): use optional chain for pagination
2026-08-14 21:46:58 -04:00
Waleed 3848f97b4c fix(grafana): validate against the API docs, add data source querying and contact-point CRUD (#6712)
* fix(azure-data-explorer): correct the tags ingestion-property example

The example rendered as tags="[''daily'']" — doubled single quotes from an
escaping slip, which is not valid Kusto. The reference writes a tags list
as tags='["TagA","TagB"]': single outer quotes with the JSON array's own
double quotes inside.

The clause builder already handled that form; only the example text was
wrong. A template literal avoids the escaping entirely, since the metadata
generator reads the source verbatim and would otherwise carry the
backslashes into the description the model sees.

Adds a test asserting the reference's exact multi-property clause
round-trips, including the comma inside the quoted array.

* fix(grafana): correct response contracts, required alert fields, and outbound request hardening

Validated against Grafana's HTTP API reference and, where the docs
contradict themselves, against the Go wire structs.

Response shapes the tools got wrong:
- update_annotation declared an `id` that was always 0; a patch returns only
  a message, so the request's annotation id is echoed and labelled as such
- delete_folder discarded the numeric id Grafana returns and presented an
  input-echoed uid as if it came from the API
- delete_dashboard fabricated `id: 0` / `title: ''` via `||` on absent fields
- the contact-point `provenance` description was inverted: "api" means
  API-managed, empty means it stayed UI-editable

Requests that could not succeed:
- create_alert_rule left noDataState and execErrState unset and invisible to
  the model, but Grafana's validator rejects an empty value outright, so every
  model-driven create failed. Both are now sent with Grafana's own defaults,
  and skipped for recording rules, which take a different validator
- get_data_source routed a numeric input at /api/datasources/:id, which exists
  only behind an off-by-default feature toggle. UID only now
- list_annotations did not trim the dashboard UID, so a padded value matched
  nothing

Outbound hardening on the three proxy routes:
- the service-account token was re-sent to redirect targets; the shared fetch
  only drops it when asked, so stripAuthOnRedirect is now set
- no timeout was passed, leaving two sequential hops at the 5-minute default
- upstream error bodies were interpolated whole into the tool result, putting
  up to 10MB of HTML into logs and traces; now truncated
- UID path segments are URL-encoded so they cannot re-target the request
- update_folder sent both `version` and `overwrite: true`, which Grafana treats
  as alternatives, making the freshly fetched version decorative and silently
  clobbering a concurrent rename
- replaced the `any` casts with narrowed types

Block surface:
- 25 outputs the tools emit were undeclared and so unreferenceable downstream;
  get_data_source had 13 of its 18 unreachable
- `version` was typed string though the dashboard, folder, and data-source
  producers all emit a number
- the dashboard title field was shown only for create, so a dashboard could
  never be renamed through Update Dashboard
- six list outputs were typed json rather than array

* fix(grafana): let the health check report ill-health, and disambiguate block outputs

The data source health check could only ever report health. Grafana answers an
unhealthy source with HTTP 400 carrying the same {status, message} payload as a
healthy one, and the tool framework converts any non-2xx into an opaque tool
error — so the diagnostic the caller actually wants was unreachable. The check
now goes through an internal route that reads the verdict off either status and
reports it as a successful check, while a failure carrying no verdict (missing
data source, bad token, plugin with no health endpoint) stays a real error. The
plugin's `details` payload is surfaced too.

Also on that route, matching the other three: an outbound timeout, redirect
auth stripping, a truncated upstream error, and a URL-encoded UID.

Block output descriptions: ten keys are emitted by several tools with different
meanings and were described for only one producer — `database` meant both a
data source name and a health status, `annotations` both an annotation list and
an alert rule's summary map. Eleven `json` outputs were opaque although the
tools already document their inner fields. All rewritten to name every producer.

Smaller alignment fixes:
- the same EmbeddedContactPoint.settings field was typed `object` in list and
  `json` in create
- list_contact_points mapped non-nullable uid/name/type through `?? null`;
  Grafana returns an empty string, which is what create already assumed
- create_alert_rule sent `orgID`, which Grafana overwrites from the
  authenticated context, and `Number()` on a non-numeric value put NaN -> null
  in the body
- the three update routes declared `output` as required though the auth
  short-circuit omits it, and did not declare the `details` they emit on a
  validation error

* feat(grafana): complete contact-point CRUD, and add folder move and rule-group read

Four operations the integration was missing, taking it to 29.

update_contact_point / delete_contact_point close a real gap: contact points
could be listed and created but never corrected or removed. Two things worth
recording, because the published docs get both wrong:

- both verbs answer 202 with only a message, not the object. The rendered docs
  claim delete returns 204; the current spec and handler both say 202. So the
  UID is echoed from the request, the way delete_folder and update_annotation
  already do
- update is a full replace with no PATCH counterpart, so name, type, and
  settings are all required and the description says so. Omitting
  disableResolveMessage resets it

X-Disable-Provenance is exposed on update only. Its polarity is the opposite of
the alert-rule case: omitting it always succeeds, while sending it against an
API-provisioned contact point is rejected — with 403, not the 409 rules use. It
is not exposed on delete at all, because that handler never reads stored
provenance and the endpoint takes no such parameter.

move_folder reuses get_folder's mapping verbatim — same DTO. It always sends
the parentUid key, since Grafana reads an empty value as "move to the root",
which a conditionally-omitted field could not express.

get_alert_rule_group surfaces the group evaluation interval, the one alerting
knob the per-rule operations cannot reach. It reuses the shared mapAlertRule for
the nested rules, and the interval is documented as an integer of seconds.

* feat(grafana): add data source querying, and ground the skill and templates in real tools

query_data_source closes the largest gap in the integration: 29 tools could
read dashboards, folders, and alert configuration, but none could read a metric
value. It posts to /api/ds/query and returns both the raw response and the
frames flattened into rows.

The flattening is derived from the documented layout rather than any data
source's field names: a frame carries schema.fields[] alongside data.values[],
where values[i] is the whole column for fields[i], so zipping them by position
works for Prometheus, SQL, or anything else with a backend.

A failed query is a 400 by Grafana's own status table, so it stays a tool
error — unlike the health check, where the failure status carries the answer.

That also lets four templates and the review-firing-alerts skill stop promising
things the integration could not do. Three templates assumed a metric-query
tool, which now exists. The fourth, and the skill, assumed live alert instance
state, which the provisioning API never returns — they now derive firing rules
from alert-state annotations, which are documented to carry newState and
prevState, and say so explicitly rather than implying a live snapshot.

Deliberately not added: a tool over /api/prometheus/grafana/api/v1/rules for
live instance state. That endpoint appears on no Grafana HTTP API doc page, its
response is only readable from Go internals and test assertions, and the
instance-level state casing differs from the rule level with no documented
contract. Not something to build an output schema on.

* fix(grafana): declare the two block outputs the earlier fixes introduced

Renaming update_annotation's phantom `id` to `annotationId` and adding
`details` to the health check both created outputs the block never declared, so
neither was referenceable downstream. Caught by re-running the output-coverage
check over both integrations; the block now covers all 64 keys the 30 tools emit.

* fix(grafana): make Update Contact Point actually usable from the block

The new replace operation could never succeed. contactPointType and
contactPointSettings were widened to cover it, but contactPointNameNew was
left create-only — and the update maps `name` from that field, so the required
parameter was never supplied.

disableResolveMessage had the same gap, and it matters more than it looks:
the update is a full replace, so a block-driven update was silently clearing
resolve suppression on every contact point it touched. Both fields are now
shown, and required where the API requires them.

Also states a reason on each intentionally-unconstrained response field —
Zod issue objects, alert query stages, notification settings, recording-rule
config, and data-source health detail are all genuinely opaque, but that was
left implicit.
2026-08-14 15:58:17 -07:00
Waleed a7115e87ee feat(integrations): add Azure Data Explorer (#6701)
* feat(integrations): add Azure Data Explorer

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Two defects in the shared command helpers:

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

transformColumnListResponse dropped empty strings, but `.ingest inline`
reports "no data shards were generated" as a single record carrying an
empty extent ID. A no-op load therefore looked like a missing column
instead of an empty result. Only non-strings are skipped now.
2026-08-14 12:27:13 -07:00
1424809614 feat(netsuite): add Oracle NetSuite integration (#6476)
* revise netsuite integration

* fix(netsuite): align selector route with snowflake

* test(netsuite): remove selector route coverage

* test(netsuite): align coverage with snowflake

* fix(netsuite): complete integration validation

* refactor(netsuite): align integration with codebase patterns

* test(netsuite): correct async job citation

* fix(netsuite): address final audit findings

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-13 15:47:03 -07:00
Waleed 6de8ba2504 fix(v2): close the correctness gaps an end-to-end audit found (#6655)
* fix(v2): stop a third-party tool description from 500ing MCP discovery

`v2McpToolInputSchema` declared `description: z.string().optional()` inside a
`.catchall(z.unknown())` object, and a declared key beats the catchall. The MCP
SDK's own `ToolSchema.inputSchema` does not declare `description` at all, so any
value — including the JSON `null` a Python server emits for an absent one —
passes its validation and reaches Sim unchecked. The builder's outbound `.parse()`
then threw, and the discovery error policy correctly declines to classify a
Sim-side schema defect, so the endpoint that completes MCP onboarding answered a
bare 500. The key is dropped and left to the catchall; `type`, `properties`, and
`required` stay pinned because the SDK enforces those at least as tightly.

Also in the v2 resources family:

- The single-resource query schemas for MCP servers, skills, custom tools, and
  secrets are now `.strict()`, matching every list in the same family. A mistyped
  flag was silently ignored behind a 200.
- `openapi/resources.ts` re-derived `RESOURCE_ERRORS` and
  `RESOURCE_CONFLICT_ERRORS` inline in 21 of 22 operations. They now import the
  shared constants; the generated spec is unchanged, which is the point.
- The internal MCP refresh route stamped `updatedAt` alongside `lastToolsRefresh`.
  `updatedAt` means "configuration last changed" and is a public keyset sort, so
  a refresh moved rows out from under an in-flight page. `updateServerStatus`
  already held that invariant; the route now matches it.
- The discovery cooldown is a typed `McpServerCooldownError` rather than a
  substring search for `cooldown`. `McpConnectionError` interpolates the server's
  display name into its message, so a server named after the word was reported as
  a transient cooldown when its connection had genuinely failed.

* fix(v2): close correctness gaps in the workflows deployment surface

Deploy and rollback bodies were plain objects, so a misspelled key was
stripped rather than rejected. On rollback that is silent misbehavior:
an omitted `version` legitimately means "reactivate the preceding
version", so `{"versoin": 5}` rolled back somewhere else and answered
200. Both v2 bodies, the run-read query, and the versions cursor are now
strict.

Deployment versions are an `integer` column, but the path param, the
versions cursor, and the v1 body each bounded it differently or not at
all — an out-of-range value overflowed the comparison into an
unclassifiable 500. One exported bound now covers all three.

Resume admission raised bare `Error`s for a stale contextId or an
already-resumed run, which the resume surfaces could not classify and
reported as 500. They now use the sibling `ResumeAdmissionError` already
in that file, carrying 404/409/400 and whether an automatic retry can
clear the refusal.

Docs corrections: rollback publishes the 409 its webhook-path conflict
already produces; deploy/undeploy/rollback reject a workspace key with
403, not the concealed 404 they documented; the workflows OpenAPI module
imports the shared error sets instead of re-deriving them; import and
the folder ops explain their folder-tree 413. The export route is marked
`headSafe: false` so a HEAD probe stops filing a WORKFLOW_EXPORTED audit
event for an export that never happened. `runId` is one bounded schema
across the run and log resources.

* fix(v2): conceal knowledge upload existence, tighten knowledge/files bounds

Security: the four knowledge document-upload routes rendered a bare upload
error policy with no resource concealment, while every sibling knowledge route
uses one. Because the use case resolves the knowledge-base context before
workspace authorization, the unconcealed 403 told any valid API-key holder that
a knowledge base exists in a workspace it cannot reach — the exact signal
GET /api/v2/knowledge/{id} withholds by answering 404 either way. All four now
use the composed concealing policy, which also renders the 415/402/413 the
route-local renderer already handled; that duplicate renderer is deleted.

Contracts:
- POST /knowledge/search is strict. It was the only non-strict v2 request body,
  so a mis-cased rerankerEnabled or topK returned 200 with the key stripped,
  changing what the caller was billed and silently disabling reranking.
- The document list takes limit, cursor, and search from the shared v2 schemas.
  search was an unbounded, empty-accepting v1 string, so ?search= answered 200
  with a full page here and 400 on GET /knowledge, and the term reached an
  unindexed filename LIKE scan with no ceiling.
- The 16 non-strict single-field workspace query slices across both families are
  strict, matching GET /knowledge/{id}/tags.
- GET /audit-logs takes workspaceIdSchema instead of a bare string (?workspaceId=
  was forwarded as a filter and returned zero rows) and the shared run-window
  bounds for startDate/endDate.

Documentation:
- listAuditLogs drops the 404 it has no code path to emit.
- upsertFileShare describes its workspace-key refusal as the 403 it renders;
  the operation denies the key by principal kind, which the concealment policy
  does not rewrite.
- The 12 body-reading knowledge and files operations publish the 413 their
  pre-validation body read raises, and the file list publishes the folder-tree
  413 its now-capped path index raises.

Correctness: queryWorkspaceFilePage loads its folder path index under
MAX_FOLDERS_PER_WORKSPACE like the workflow, table, and knowledge lists. An
uncapped index does not fail on truncation, so a real folder outside the read
rows resolved to undefined and answered "Folder not found".

* fix(v2): publish the reachable 413 on body-carrying resources ops

`parseRequest` buffers a JSON body through `parseJsonBody` under
`DEFAULT_MAX_JSON_BODY_BYTES` before any schema runs, and the v2 builders supply
`V2_PARSE_DEFAULTS.payloadTooLargeResponse`, so every operation whose contract
declares a body already answers 413 above the cap. The resources family
published it on none of them. A status a caller cannot see in the spec is a
status they will not handle.

Adds `RESOURCE_BODY_ERRORS` and `RESOURCE_CONFLICT_BODY_ERRORS` to the shared
sets and applies them to the seven affected operations: createMcpServer,
updateMcpServer, createSkill, updateSkill, createCustomTool, updateCustomTool,
and setSecret. All seven are `defineV2JsonRoute` handlers on non-GET methods
with no `parseOptions` override, so the 413 is genuinely reachable on each. The
new sets are opt-in rather than folded into the base sets precisely because
reachability is not automatic — an operation with no body, or one whose payload
reaches it through an uncapped path, would be publishing a response that can
never arrive.

A sweep test pins the invariant across the resources, billing, and logs
documents. It is one-directional by construction: several bodyless operations
publish 413 for their own folder-tree and render ceilings, so the converse would
flag correct documentation.

Also completes the shared-constant consolidation started in cd3efefab9:
`openapi/billing.ts` and `openapi/logs.ts` each re-derived `RESOURCE_ERRORS`
inline in two operations. Both now import it, and both regenerate byte-identical.

* fix(v2): head-safe binary downloads, coded 403s, and truthful surface docs

Adds `headSafe` to `defineV2BinaryRoute`, mirroring the JSON builder: a HEAD
on a route that declares itself unsafe is authenticated and rate-limited, then
answered bodiless before parsing or executing. `GET /api/v2/files/{fileId}` is
the one binary v2 route and it records a `FILE_DOWNLOADED` audit event, so a
HEAD probe used to fabricate a download that never happened.

Names the cause of five refusals that reached the wire as codeless 403s
(billing principal-kind, personal-keys-disabled and role, secret admin and
write, the workspace table quota, and public sharing), adding three members to
the closed `FORBIDDEN_DETAIL_CODES` set. The billing cross-tenant refusal is
concealed as a 404 instead of coded, and the credential-list and knowledge
file-ownership refusals stay codeless deliberately, documented at the site.

Makes `WORKSPACE_KEY_OPERATION_NOT_PERMITTED` reachable: an operation that
denies workspace keys also omits them from `principalKinds`, so the kind guard
always fired first and callers got `PRINCIPAL_KIND_NOT_PERMITTED` instead of
the published code.

Drops the unused 410 response, shares one `order` schema between the two run
reads so both specs spell the enum the same way, and corrects the false
statements about 403 codes, 413 causes, cursor schemes, and full-set lists in
the conventions skill and the contract TSDoc.

* fix(tables): close the v2 tables correctness and contract gaps

- updateColumnOptions was the only column mutator with no lock assert: an
  options-only PATCH applied on a schema-locked table, and an option REMOVAL
  cleared cells on a delete-locked one. Assert schema always, escalate to the
  destructive gate only when options are dropped.
- GET/DELETE /tables/imports/{id} 500'd on a first-party import job (null
  payload) or an unrepresentable status. Both now read as absent, so the answer
  is the 404 it always was.
- Offset cursors stamped the sort but not the filters, so a page-2 cursor
  replayed under a different predicate paged an unrelated sequence silently.
  Offsets now carry a filter fingerprint and refuse a mismatch.
- Publish 413 on every tables operation that accepts a request body: the v2
  JSON builder reads the body under a byte ceiling before validation, so the
  status is reachable on all of them. Derived at document assembly so a new
  route cannot regress it.
- Enforce MAX_VIEWS_PER_TABLE on view create, making the list contract's
  "small bounded set" claim true.
- Accept the upload control token on the import read, so an upload-backed
  import is readable during the phase its own 201 reported; drop the `queued`
  status the reads can never return.
- Declare the Find search-term cap, the Find match cap, and the run row-id
  ceiling the domain already enforces.
- Uniform 201 on the row and column creates.

* docs(v2): record why the two migrate-on-read GETs stay head-safe

An enumeration of side-effecting v2 GETs flagged these two for issuing a
workflow_blocks update. The write is convergent and would be issued by the
next ordinary read, and headSafe: false answers 200 unconditionally, so
declaring it would cost HEAD its existence check to prevent nothing.

* fix(api): classify the caller input that reached the driver unvalidated

Four families of caller-reachable 500s share one shape: a value the
contract admits, the application forwards, and the database rejects.
An unclassified driver throw renders as INTERNAL_ERROR, so a bad
request came back as a server fault — on pure reads as well as writes.

NUL bytes are rejected at the contract boundary, in parseRequest, not
per field. A shared string primitive only protects the fields somebody
remembers to build on it, and it cannot protect the values that have no
string schema at all: a table cell and a predicate value are z.unknown()
because their type belongs to the column, not the wire, and those are
exactly the values found reaching the driver. One scan over the already
validated params/query/body covers every field including the ones nobody
has enumerated. Only U+0000 is rejected; every other control character
is ordinary content that Postgres stores verbatim.

Date bounds on a filter are now parsed, not merely type-checked, with
the same normalizer the date column type uses to store cells — so the
filter grammar and the storage grammar agree, and gt/gte/lt/lte on both
JSONB date columns and the createdAt/updatedAt system columns answer an
unparseable bound with 400 instead of an invalid-input-syntax 500.

An afterRowId/beforeRowId anchor that does not exist is a classified
not-found rather than a bare Error, and a zero-byte knowledge document
is refused at admission: every parser rejects an empty buffer outright,
so the upload could only ever consume storage and quota on its way to
processingStatus failed.

* fix(v2): stop six endpoints from returning a confident untruth

Six defects that share a shape: a 200 that misrepresents what happened,
which is the one class a caller cannot detect from the response.

Knowledge search silently degraded. Reranking is implemented and does
run, but a deployment with no Cohere credential, a provider error, or a
timeout was swallowed into a warning log and answered 200 with plain
vector ordering and no `rerankerScore` anywhere — indistinguishable from
a reranker that ran and agreed with the vector order. The fallback stays
(an outage should not take search down) and is now reported:
`rerankerStatus` is required on every search response. v2 also omitted
the `rerankerModel` default the internal contract supplies, so
`rerankerEnabled: true` alone failed the use case's model guard and
returned unreranked results after paying for the widened candidate
retrieval; it now defaults like its sibling.

`GET /billing/logs` accepted `startDate`/`endDate` with any relative
period and dropped them, answering over the default 30-day window — a
caller reconciling charges got real rows that were not the rows it asked
for. Both bounds are now rejected outside `period=custom`, take the same
strict UTC form as `GET /logs` via the shared `v2RunWindowBoundSchema`,
and reject an inverted window instead of returning an empty page.

MCP registration stamped `connectionStatus: 'connected'` and
`lastConnected: now` at insert without contacting the endpoint, and did
the same on any non-OAuth re-registration while leaving `lastError`
stale. `tool-validation` gates tool availability on that column, so an
unreachable server read as healthy. Both paths now leave the columns at
their honest defaults for `mcpService.updateServerStatus` to move after
a real discovery; the client-side optimistic copy matches.

`skills.create` allowed a workspace API key while every other skill
write denies one, so a key could only ever accumulate skills it could
never remove — and the row it left was attributed to the workspace's
billing owner, minting an editor grant for a human who did not act.
Creation now denies a workspace key, making the lifecycle symmetric on
the per-skill editor model that authorizes the rest of it.

`runCount` counts successful non-paused runs and is never decremented by
retention, so it disagrees with the runs list in both directions; the
description now says so rather than claiming "total recorded runs". Run
retention itself was undocumented — free-plan runs are hard-deleted after
30 days, which is why a workflow reports runs beside an empty list — and
is now stated on both reads over the execution-log table.

* fix(tables): refuse the writes v2 was silently discarding

- Uncoercible cell values were stored as null under a 200 on any optional
  column: "abc"/true/[1] into number, "yes"/1/{} into boolean, "not-a-date"
  into date, an undeclared option into select, an object into string. The
  read side already 400s on the same mismatch in a predicate, so the two
  halves of the API disagreed about the same value. `coerceRowValues` /
  `coerceRowToSchema` now take an explicit policy and default to `reject`;
  `null` is passed only where a machine produced the value for a cell no
  caller typed — a computed (workflow/enrichment) write and a CSV import,
  neither of which has anyone to answer with a 400.
- A multi-select coerced `["green"]` to `[]` — the drop was inside the
  registry, so no policy above it could see it. It now refuses any part that
  matches no option, which is what the single branch and the bulk retype gate
  already did.
- A bare number in a date cell was read as epoch milliseconds, so the far more
  common Unix-seconds shape stored a timestamp 50 years early. The unit is not
  recoverable from the value and both readings are in range, so a bare number
  is refused in both directions and the retype gate no longer needs an
  override to be stricter than the write path.
- Unknown column names were dropped by the name→id remap: an insert of
  {"nosuchcol":"x"} created an empty row under a 201, and a patch of
  {"zzz":"x"} answered updatedCount:0, indistinguishable from an empty match.
  The v2 row boundary now names them and refuses.
- The table ceiling was enforced only inside createTable, which for an
  upload-backed import does not run until the CSV has crossed the wire: a full
  workspace got a 201 and a presigned PUT for up to 5 GiB, then a 403 at
  complete with an orphaned object left behind. The advisory check now runs
  when the session is created; the authoritative one stays in the transaction
  because the quota can move mid-upload.
- Cap workflow groups per table. GET /tables/{id}/groups is published as a
  full-set list, and the group count had no bound of its own — the indirect
  one does not survive an update path that adds no columns.
- Present a group's outputs/dependencies/inputMappings by column NAME. They
  are created by name, stored by id, and were read back as ids on a surface
  that is otherwise name-keyed, so a group could not be round-tripped.
- Publish the predicate grammar: the operator set, the per-type restrictions,
  and that `*` — not `%` — is the wildcard. It was true only in the SQL
  builder's own comments, so the natural guess matched zero rows under a 200.
- Stop advertising a `workflowId` default of "" on group create; a manual
  group that omits it has always been refused.

* fix(v2): bind every paged list's cursor to its filters, not just its sort

A v2 cursor names a position in one sequence, and a list decides that
sequence from its sort AND its filters. Only the sort was stamped on the
shared keyset codec, so a cursor from an unfiltered walk was accepted
under a changed `search`, `scope`, `deployedOnly`, or folder and answered
from a sequence the caller never asked for. The two offset lists already
stamped both; nothing else did.

The failure differs by scheme but is silent in both. An offset lands at
an unrelated ordinal. A keyset stays internally coherent — correctly
ordered, duplicate-free — and drops every match sorting before its
position, which a caller holding an opaque token reads as "almost
nothing matched".

One mechanism, shared with the table-row codec: canonical JSON plus a
SHA-256 fingerprint (`lib/api/cursor-binding.ts`), stamped by
`cursorFilterScope` alongside `cursorSortKey`. The two stamps stay
separate so the 400 names which half changed. `limit` is never bound —
it selects how much of the sequence to return, not what it is.

The three lists whose token is minted by a domain codec (`/logs`,
`/audit-logs`, `/billing/logs`) get the same binding by wrapping that
token in a query-stamped envelope; the domain cursor is untouched.

`present` now also receives the parsed request, so a presenter reads the
filters it stamps straight from the query instead of the use case
carrying an HTTP cursor concern back out — the `cursorSort`/`cursorScope`
round-trips through three application services are removed.

`list-pagination.test.ts` now declares each paged list's binding and
checks it against the contract in both directions, so a new list, or a
new filter on an existing one, fails until its binding is decided.

* fix(v2): authorize HEAD probes and declare every v2 query schema

Two ways the v2 surface answered a request it had not checked.

`headSafe: false` exists so a HEAD cannot fire the side effect its GET
performs — an outbound MCP discovery, a FILE_DOWNLOADED audit event, a
WORKFLOW_EXPORTED audit event. The short-circuit sat between admission
and parsing, so it returned a bodiless 200 before resource authorization
ran at all: authorization lives inside the use case, and the use case was
exactly what the short-circuit skipped. Any valid API key drew 200 for a
denied principal kind, a nonexistent id, another tenant's workspace, and
a request missing a required param, while the GET beside it answered 403
or 404. That is an existence oracle over MCP server ids, file ids, and
workflow ids.

`OperationUseCase` gains an optional `authorize()` that runs the phase
before the business transaction — allowed-principal check, canonical
load, asserted-scope comparison, current access check — and stops.
`defineAuthorizedWorkspaceUseCase` shares one implementation between it
and `execute`, so the two cannot answer differently. A HEAD on a
not-head-safe route is now admitted, parsed, and authorized like the GET,
rendering refusals through the route's own error policy, then answered
bodiless. The builders refuse at definition time to pair
`headSafe: false` with a use case that has no `authorize`, so the next
such route is a boot failure rather than a silent 200.

Separately, `parseRequest` validates the query slice only when the
contract declares one, so an omitted `query` means "never look at the
query string" rather than "takes no query params". 69 v2 contracts
omitted it and accepted anything: `?bogus=1` was a 200 on
`GET /workflows/{id}` and a 400 on every list. They now declare
`noInputSchema`, and 8 more contracts that declared a query without
`.strict()` are tightened. A sweep over the contracts tree is the
enforcement — a compile-time gate on `defineRouteContract` was tried and
reverted because the required intersection collapses inference of the
sibling generics.

Four route tests appended `?workspaceId=` to a PATCH/PUT that reads it
from the body; that copy was being silently dropped and is now a 400.

The generated specs are byte-identical: the OpenAPI generator learns that
a slice declaring no keys publishes no parameters.

* test(tables): pin the multiselect paste on the refusal, not the silent empty

cleanCellValue runs the same registry coercion the server does, so tightening
multiselect on the server changed this helper too. The case asserting an empty
array was pinning the silent-drop the tightening removed.

* docs(v2): make the API-key security description render as plain prose

The description was already published on every spec but did not appear in the
rendered Authorization block. It carried a raw > and backticks, which the
markdown pass in the docs renderer does not survive; the operation description
on the same page renders fine. Reworded to plain prose with the same substance.

* fix(v2): bind the query cursor to its filter on every shape

Two agents each fixed half of this: the shared list codecs gained filter
binding, and the table codec gained a fingerprint, but the pure-keyset shape
stamped it on neither encode nor decode. A keyset position is absolute in
(order_key, id), which is why it was left unbound — but absolute ordering is
not completeness. Replaying the cursor under a wider filter silently omits
every match sorting before it, so paging predicate A then B returned rows 7,9
where the full B sequence is 1,3,5,7,9.

Also answers a lost create race with the conflict it already documents, and
shortens three descriptions that dwarfed their siblings — the forbidden-code
catalogue now lives on the error envelope's details field, published once per
document instead of on all 135 operations.

* fix(tables): make a saved view's column references survive the write

A view config stores every column reference as a stable column id, but two
things wrote it in different vocabularies and nothing translated between them.

`config.sort` was pruned on read against the live column ID set while the
contract defines `sort[].field` as a column NAME, so every name-keyed sort —
the only kind the v2 surface can express — pruned to nothing and the view came
back with `sort: null`, on both create and PATCH, with no warning. The same
prune dropped a sort on `createdAt`/`updatedAt`/`id`, which are sortable row
columns that simply are not in `schema.columns`. `config.filter` had the
opposite failure: it was stored verbatim, so a predicate naming a column that
does not exist saved happily and then 400'd on every `/query`, `/query/count`,
and `/rows/find` that tried to use it.

The write path now canonicalizes a config before storing it: every column
reference (layout keys, `sort[].field`, each `filter` leaf `field`) is resolved
to the column's stable id, and `filter`/`sort` are validated against the live
schema so a reference that can never resolve is refused instead of saved. The
v2 read presents the config back keyed by column name, matching
`presentV2WorkflowGroup` and every other v2 row/data surface — a caller never
sees a `col_…` id, and what it wrote is what it reads. Resolution is a lookup
with pass-through, so the id-keyed first-party UI is unaffected.

Column LAYOUT stays unvalidated on write and pruned on read: it auto-saves as
the user drags, so racing a column delete must self-heal, not fail the drag.
The read path still never prunes a predicate, for the reason already documented
there — a pruned condition silently widens the view's row set.

* fix(storage): validate at the decode and multipart boundaries, bound derived keys

Four caller-reachable 500s shared one shape: input passed boundary
validation, then failed in the storage/key layer. Each is fixed at the
boundary that owns the transformation, not at the call sites.

Percent-encoded NUL in a canonical folder path. `parseRequest`'s NUL scan
sees `%00` as three ordinary characters; the NUL only exists after
`parseFolderPath` decodes it. Reads survived as 404s, writers carried the
decoded name into an INSERT and the driver threw. The rejection now lives
in `encodeFolderPathSegment`, the single chokepoint both building and
parsing funnel through, so it covers every escape a caller can spell.

NUL in a multipart field. A multipart route declares no body contract, so
its fields never reach contract validation at all — the knowledge-document
key was sanitized while `original_name` was not, and the object landed in
storage before the insert threw. `readFormDataWithLimit` is the shared
multipart reader every such route already funnels through, so the scan
goes there and runs before a caller holds a File to upload, which removes
the orphan rather than cleaning it up.

Storage-key overflow at 225 characters. Every generator embedded the file
name in a path component it also prefixed with a timestamp and a
uniquifier, so the effective limit was 255 minus that prefix while the
contract advertised 255 — a 225-character name produced a 256-byte
component and ENAMETOOLONG from local storage, and the upload session
handed out a transfer URL that could never succeed.
`buildStorageKeySegment` reserves the prefix out of the component's budget,
making the key independent of name length and the declared limit honest.

The NUL predicate is now shared from `@sim/utils/string` by all three
boundaries instead of being restated at each.

* docs(v2): make the published spec describe the API it has

Three descriptions asserted behavior the code no longer has, and three rules
the code enforces were published as unconstrained strings.

`downloadFile` and `listMcpServerTools` still told callers a `HEAD` on a
not-head-safe route "is answered with an empty 200 ... reports only that the
endpoint exists and the caller is authorized". That was true of the old
short-circuit, which sat between admission and parsing and therefore returned
200 for an id the same caller's `GET` refused. The builders now authorize a
HEAD exactly as the GET, so the spec said the opposite of a security fix. One
`HEAD_MIRRORS_GET` constant replaces both sentences and is added to
`exportWorkflow`, whose `headSafe: false` was never documented at all. A test
walks the `app/api/v2` tree for the declaration and fails on any operation that
carries it without the sentence, or that resurrects the old claim.

`createMcpServer` promised that re-registering an existing URL "rewrites the
configuration and returns the server to the same unverified state"; it is a
409 pointing at PATCH. `authType` claimed Sim "detects it from the server when
omitted" — registration deliberately never contacts the server, and the column
defaults to `headers`. The default stays: `headers` and `none` are
behaviourally identical (only `oauth` branches), so changing it is a migration
with no caller-visible payoff, while the sentence was simply false.

`predicate` was the API's most consequential gap: a `pipe` over `z.unknown()`
documents from its input, so the leaf keys `field`/`op`/`value` appeared
nowhere in the contract and `{column, operator, value}` was a 400 a caller
could not correct against. Both predicate schemas now publish a real recursive
JSON Schema through `.meta()`, self-referencing so the recursion resolves from
one `$defs` entry, with every bound read from the constant that enforces it.

Also published: the canonical folder-path rule and its 4096-byte cap on the
four path components (the `superRefine` contributed nothing to JSON Schema);
the closed 12-value `recursive` vocabulary on a destructive delete; and the
null-matching behaviour of the negating operators. The clamping `limit` branch
drops `minimum`/`maximum`, which in JSON Schema mean "rejected outside" and
made SDKs refuse locally what the server clamps.

`deleteFile` stops publishing a 409 nothing in its path can raise. `restoreFile`
and `abortFileUpload` keep theirs — the report called them unemittable, but
restore raises `FileConflictError` after exhausting its rename retries and
abort refuses a completed session.

Description tail, across the seven specs: p99 733 to 465, max operation 1643 to
1114, over 700 chars 31 to 13, over 400 70 to 61. Constraints moved from
operation prose onto the fields they constrain rather than being deleted.

* fix(v2): make upload completion, blank query values, search, and folder filters answer correctly

Four defects on the v2 surface, each reproduced before it was fixed.

Upload completion dispatched document indexing from inside the completion
transaction, so a queue or processing failure returned 500 after the object was
stored, the document row was created, and the session was marked completed —
and the only recovery, replaying the request, answered 200. The dispatch is now
a follow-on step that runs after the session is durably completed and is logged
rather than raised. Its outcome stays visible on the document itself (`failed`
with an error, or `pending` when it was never picked up), and the recovery path
re-queues a `pending` registration instead of keying off a message left on the
session.

A query parameter sent with no value was read as `0`, `false`, or the parameter
default: `?limit=` became `LIMIT 1` on the three lists that clamp, and
`?minCost=` on `/logs` became a live `cost >= 0` filter. `search` and `cursor`
already rejected a blank and documented "omit the parameter instead"; that rule
now applies to every v2 parameter, enforced on the raw query before coercion so
a parameter added later inherits it.

The document list matched `_` and `%` in `search` as live LIKE wildcards while
every sibling list escaped them through `searchFilter`, so the documented
substring match returned everything for `a_itest`. It now uses the same helper.

A `folderPath`/`folderPaths` naming no folder answered 404 on `/logs`, `/files`,
`/workflows`, `/tables`, and `/knowledge`, while every other filter answers an
empty page and the sibling folder lists already do. All five now return an empty
page. Mutations keep their 404.

* chore(v2): regenerate the specs from the merged sources

The four spec conflicts in the wave-3 merge were resolved by taking one side,
which left them describing neither branch. Regenerated so the published
documents match the contracts they are built from.

* docs(v2): give a built-in skill's id its real form

The contract said a built-in skill uses its name as the id. The ids are
`builtin-` plus the name, so a client following the description asks for
/skills/research and gets a 404 where the spec promises the skill.

* fix(uploads): keep local upload artifacts inside NAME_MAX

`POST /api/v2/files/uploads` accepted a name of up to 255 characters,
returned 201, and handed back a transfer URL that could never succeed:
the PUT against it 500'd and `complete` then reported the object missing.

The local provider named its staged object after the destination —
`{key}.{uploadId}-{uuid}.tmp` plus a `.upload-metadata.json` sidecar — so
the staged component was the key's length plus ~99 bytes of fixed
overhead. Past roughly 125 characters of name that crossed POSIX
`NAME_MAX`, and `ENAMETOOLONG` is not a `LocalUploadBodyError`, so it
escaped as a 500. Multipart `complete` built the same name and failed the
same way. Only local storage is affected; S3, Azure, and GCS have no
per-component limit.

`buildStorageKeySegment` already budgeted the key to 255, one layer above
where the overflow happened. Two changes close it at the layers that own
each suffix:

- Staged artifacts move to a `.staging` root and are named from the
  upload id alone. A name derived from the destination inherits its
  length and then adds to it; a fixed-width one removes the arithmetic
  instead of re-budgeting it, so no suffix added here later can depend on
  the caller's file name. The staging root is a cleanup sweep root, which
  also reclaims artifacts that used to be orphaned beside the
  destination.
- The durable sidecar is reserved out of the key budget centrally.
  `LOCAL_UPLOAD_METADATA_SUFFIX` moves next to the budget that must
  account for it, and the budget is derived from a list of sidecar
  suffixes, so adding one shrinks every key builder at once.

The declared `maxLength: 255` stays honest: a 255-character name now
completes PUT and `complete` end to end.

* fix(uploads): budget every key built from a caller-supplied name

Auditing the rest of the codebase for the shape that broke the
upload-session PUT found five more key builders that put an unbounded
name into a path component local storage writes directly.

Three are on the same route as the original bug: `table_import`,
`profile_picture`, and `workspace_logo` built their key inline with
`sanitizeFileName`, which maps characters and never truncates, while
their sibling purposes went through `buildStorageKeySegment`. A
255-character name broke `table_import` at the metadata sidecar and the
other two at the object write itself.

The other two are local-storage writers reached from elsewhere:
knowledge-base connector sync capped the document title at 200 and then
appended a timestamp, a uuid and `.txt` on top of the cap, landing at
exactly 255 with no room for the sidecar; the Mistral-OCR staging and
chunk keys inlined the sanitizer with no bound at all; and inbound email
attachments went into a key with neither sanitizer nor bound, on a file
name an outside sender chooses.

All now derive their component through `buildStorageKeySegment`, so the
reservation is stated once. The upload-session test asserts it for every
purpose the contract admits, which is what keeps a newly added purpose
from reintroducing the hand-built form.

* fix(v2): stop the logs and billing reads answering 500 or a silent restart

Four caller-reachable failures on `GET /logs`, `GET /logs/{runId}`, and
`GET /billing/logs`, each fixed at the layer that owns the guarantee.

`minDurationMs`/`maxDurationMs` were published as `number` against an
`integer` column, so `1.5`, `-0.5`, `2147483648`, and `1e30` all reached
Postgres as bind parameters it refuses to parse. They are now whole
milliseconds bounded to int4, and the generated spec says so.

`0000-01-01T00:00:00Z` satisfies the published `date-time` pattern but
names no instant Postgres can store, since the proleptic Gregorian
calendar has no year zero. `v2RunWindowBoundSchema` now rejects it, which
covers both log families and the files-audit read that share the schema.

A scoped cursor whose inner token was the empty string passed the
`typeof === 'string'` envelope check and then read as falsy in every
domain reader, so both lists silently served page one again with a
`nextCursor` inviting another lap — the exact failure
`UNKNOWN_CURSOR_MESSAGE` exists to make visible. An empty inner is now
unreadable, and the sibling `decodePublicLogCursor` gets the same
treatment for its `id` half. The rejection message no longer names
`sortBy`/`sortOrder`, which neither operation accepts.

`GET /logs/{runId}` reported `folderPath: null` for both a workflow at
the workspace root and a folder it could not resolve, so a caller could
distinguish neither, and `null` is not a value `folderPaths` takes back
as a filter. The root is now `/`, matching the workflow resources.

Also, from the same audit: comma lists reject an empty entry the way
`folderPaths` already did instead of dropping it; a query param sent
twice is named as duplicated rather than reported absent; and the
`triggers=all` sentinel, the detail-level promotion by
`includeTraceSpans`/`includeFinalOutput`, and the 403/404 split against
the billing family are documented where each is decided.

* fix(v2): pin naive timestamps to UTC and close six contract divergences

Application-written timestamps reached the wire as a local wall clock
labelled `Z`. Every column in `schema.ts` is `timestamp without time
zone`, so the instant a value denotes was decided by whoever wrote it and
whoever read it, and the writers disagreed: `now()` renders in the
session's TimeZone, drizzle's `mapToDriverValue` is `toISOString()`, and
a raw `Date` bound through postgres.js is cast down in the session's
TimeZone. The read side disagreed the same way — postgres.js parses oid
1114 with `new Date(x)`, which is the process's local zone, while a value
it hands back as a string is read as UTC by drizzle. The result passes
every `date-time` check, so it silently corrupts sorts and range
predicates and can place `updatedAt` before its own `createdAt`.

`packages/db/timestamps.ts` removes the ambiguity at the driver boundary
rather than at the call sites: the session TimeZone is pinned to UTC so
all three write paths store the same wall clock, and oid 1114 is parsed
as UTC so every read path recovers that instant. `withUtcTimestamps`
merges both into a client's options, because `connection` is nested and a
pool setting its own `application_name` would otherwise drop the
TimeZone. Production already runs both in UTC, so nothing changes there;
every other environment now behaves the way production does.

Alongside it, six places where the published contract and the code
disagreed:

- Multi-select `ncontains` was documented as "the exception" that
  excludes nulls. It never did, and no test claimed it did — `data` is
  never NULL, so containment is false for an absent key and the negation
  is true, exactly like every other negation. The sentence was wrong.
- `recursive` published twelve lowercase spellings while `z.stringbool()`
  folded case, so the server honoured `recursive=True` as a destructive
  recursive delete that a generated client would have refused to send.
  Narrowed to case-sensitive: accept exactly what is published.
- The upload data plane answered with a bare `{ error: string }`. Being
  absent from the OpenAPI documents is a statement about addressability,
  not about behaviour; both PUTs now use the canonical envelope, and what
  the transfer step promises is published on `transfer.url`.
- Full-set lists told callers to "send it back as `cursor`" on a
  `.strict()` query that rejects `cursor`. `v2CursorListResponse` now
  takes `paged`.
- A `HEAD` on a download skips the read that produces `Content-Length`,
  so it cannot size a download; the description says so.
- The upsert conflict-target rejection echoed the storage id a name-keyed
  surface had already translated to, and the scoped-cursor 400 named
  `sortBy`/`sortOrder` params `/audit-logs` does not accept.

* improvement(v2): cut the extraneous half out of the published descriptions

The v2 spec's description median was already healthy at 42 characters; the
tail was not. 174 descriptions ran past 200 characters and 13 past 700,
almost all of it rationale, cross-references, and constraints restated on
the wrong object.

Trim the shared error, folder-path, retention, pagination, and workspace-key
constants first, since each is published on between two and twenty-seven
operations. `FOLDER_TREE_TOO_LARGE` dropped the clause explaining why the
tree has to load, `FULL_SET_LIST` dropped a second sentence restating its
first, `RUN_RETENTION` dropped the `runCount` caveat that already lives on
`runCount`, and the 503 and 499 descriptions dropped the paragraphs
narrating why they are documented at all. That reasoning belongs in the
TSDoc beside each constant, which is where it now is.

Then the operations. Execute Workflow and List Runs each restated a rule
their own parameters already carry — the `X-Run-Id` uniqueness claim and the
`order` sort deviation — so both moved to the parameter that owns them. The
run-status enum sent a caller to `paused.automaticResumeWaitingReason` and
then explained that field in place of describing it; the explanation moved
onto the field, which previously said only that it was "the reason automatic
resume is waiting".

Align the parameter vocabulary a caller meets in every family. One `cursor`
description had forked on the table row query, one `sortBy` on knowledge
documents, and the table row `limit` published neither its bounds nor its
default. `nameSortCollation` is now a function of the column it names, so
the knowledge document list can state the caveat about `filename` without
claiming a `name` field it does not have. `scripts/openapi/documents.test.ts`
pins `cursor` and `sortOrder` to one string each, and the retention window to
both reads that publish it.

Distribution over the seven documents: mean 71 to 67, p95 223 to 199, p99 453
to 370. Over 200 characters 174 to 147, over 300 94 to 59, over 400 54 to 20,
over 700 13 to 9. The median is unchanged at 42.

* fix(v2): keep one unreadable-cursor message

Two branches each added the constant, in cursor-binding and list-query. It
belongs beside its sibling REFILTERED_CURSOR_MESSAGE, so the list-query copy
and its importers move there.

* fix(v2): bind a cursor to what a set filter means, not how it was spelled

workflowIds, triggers and folderPaths are comma lists the query treats as
unordered sets, and tagFilters is an object whose key order carries no meaning.
Fingerprinting the raw spelling bound the cursor to the spelling, so a caller
who reordered an equivalent filter mid-walk got a 400 for a page that was
genuinely the next one.

* fix(v2, db): make two unfalsifiable tests observable and document strict query

Three follow-ups on the w5 policy work: one decision recorded, two tests that
could not fail.

The `query: noInputSchema` sweep is kept. It is a real tightening — 69 v2
operations that ignored an unknown query param now answer 400 — so it was
weighed rather than assumed. The v2 body slice on those same endpoints was
already `.strict()`, and every v2 list already rejected `?bogus=1`, so the
split was arbitrary rather than a promise: the same typo was a 400 on
`GET /workflows` and a silent 200 on `GET /workflows/{id}`. A parameter the
server drops without saying so is the bug class the lists' rule already exists
to prevent. No first-party caller is affected — the two SDKs send only
`includeOutput`/`selectedOutputs`, both declared; the UI and the desktop app
make no v2 calls at all; `requestJson` appends nothing implicitly and no v2
cache buster exists; every docs example uses a declared param. A third-party
caller appending a tracking tag does break, which is why the behavior is now
documented in the API reference with the exact 400 body rather than left to be
discovered, and why the reasoning sits in the v2 conventions skill next to the
rule instead of only in a commit message.

`packages/db/timestamps.test.ts` asserted that `withUtcTimestamps` registers a
UTC parser on oid 1114 by reading it off a bare postgres.js client. Every real
client is then handed to `drizzle()`, which overwrites that entry with a
transparent parser, so the assertion held whether or not the parser had any
effect. The mechanism is fine and stays: drizzle's own `PgTimestamp` mapper
appends `+0000`, so the read is UTC-correct either way and the session
`TimeZone` pin — the write-side fix — is untouched by `drizzle()`. The test now
resolves the parser both before and after `drizzle()`, pins the clobbering it
depends on, and asserts the instant recovered through the full composition, so
a regression in either layer is red. `timestamps.ts` records why the inert
entry is kept.

`nul-byte-boundary.test.ts` embedded a raw U+0000, so git classified it binary
and rendered it as `Bin 0 -> 4102 bytes` — the test proving the NUL hardening
works was the one file a reviewer could not read. The escape is byte-for-byte
equivalent at runtime. Two older files had the same defect and are fixed the
same way. `check:source-text` now fails the build on a raw NUL in any tracked
source file, and `.gitattributes` forces source files to diff as text so the
next one is visible in review rather than hidden by it.

* fix(w5): narrow three fixes that reached past the harm they were fixing

The workflow-create `23505` handler answered for the whole transaction, which
also runs `saveWorkflowToNormalizedTables`. `workflow_blocks.id` is a global
primary key, so a block-id collision — an integrity fault already seen in
production — surfaced as `A workflow named "X" already exists in this folder`.
Match on the constraint name; any other unique violation propagates unchanged.

Moving the knowledge dispatch out of the completion transaction was right, but a
dispatch failure then committed the session as `completed` and left the document
at `pending`, which nothing sweeps and `retryProcessing` refuses. Record the
failure on the document instead, so it lands on the existing failed-document
path, and describe what the code does rather than a recovery branch that cannot
fire for this state.

The MCP re-registration reset stopped a registration claiming a connection it
never made, but reset for any re-registration. `isServerEligibleForDiscovery`
skips an OAuth row that is not `connected`, so a rename removed every tool the
server published with no path back. Scope the reset to url, transport, headers,
auth type, OAuth credentials, and revival.

* fix(tables): confine the write-policy tightening to what the caller sent

The null-policy work made `reject` the default for caller-supplied writes,
which is right, but it landed on the wrong values.

- A partial update coerces the MERGED row, so an untouched legacy cell failed
  an unrelated column's update — and failed a paged bulk job after its earlier
  pages had committed. The merged-row callers now name the patch's keys; every
  other key follows the `null` policy, in the in-memory copy only (the write
  sends the patched keys alone).
- A multiselect whose members do not all resolve returned `{ok:false}`, which
  on the machine paths that pass `'null'` — CSV import, computed writes, the
  cell-write snapshot — erased the whole cell. Those paths now consult a new
  `salvage` hook and keep the members that do resolve; a caller-supplied write
  still 400s on an unknown option.
- Refusing a bare number in `date.coerce` reached the executor, v1, copilot and
  the grid. The refusal stays where there is a caller to tell, and `salvage`
  restores the milliseconds reading where the only other answer is a blank cell.

Also: the cursor docblocks claimed pure-keyset cursors were left unbound while
the code and its tests bind them; a saved-view create took the table's SCHEMA
advisory lock, so it queued behind column rewrites whose statement timeouts run
past its 3s lock_timeout, and now takes a views-scoped lock instead; and a view
whose column was deleted could not be saved at all, because the Save chip always
resends the filter — references the stored config already carries are now exempt
while a newly introduced one is still refused.

The cursor version is deliberately not bumped: the stamp is additive, unfiltered
in-flight tokens keep working, and a filtered one fails with the accurate
"restart paging without the cursor" rather than a generic unreadable-cursor 400.

* test(db): narrow the mapped timestamp to Date

mapFromDriverValue is typed unknown, so the composition assertions did not
type-check outside the test's own runner.

* fix(v2): correct four stale contracts and clear the merge debris behind them

Five of the reported defects were real and four of them were documentation
that had stopped describing its own code.

`cleanCellValue` said only "coerce a raw input value"; it also answers `null`
for anything the column type refuses, and since the multiselect write path
started refusing partial matches that is the difference between a paste
storing one option and blanking the cell. It deliberately does not consult
`salvage`, which would read the same paste as the option that did resolve —
that reading is for writes with no caller to answer, and a typed cell has one.
The pairing is now asserted, so a future helper that "improves" the paste by
salvaging it fails.

`EXECUTE_OPTION_CONSTRAINTS` carried two stacked TSDoc blocks, the second
explaining that the enumeration had moved onto the fields; the body schema
still told a reader the six combinations were enumerated in the constant. The
deployment route's second block orphaned the endpoint documentation above it,
and `list-query.ts` kept the TSDoc for a cursor message that now lives, with
its own rewritten doc, in `cursor-binding.ts`. Two agents left near-identical
essays arguing the same 400-vs-403-vs-409 question about the table ceilings
and concluding that neither status changes; the decision is recorded once, in
`billing.ts`, and `service.ts` points at it.

The credentials use case echoed `sortBy`/`sortOrder` back with a TSDoc
explaining that the presenter needs them, which it no longer does — it reads
`query.*`. The local upload roots move from the data-plane provider to
`core/storage-key.ts`, beside the sidecar suffix, so the cleanup sweep can name
what it reclaims without importing the transport that writes it.

`documents.test.ts` justified sweeping only knowledge and files for the 413 by
saying the same sweep over the other five documents still reported gaps. It
does not: widened to all seven, every body-carrying operation publishes it.

Three reports did not survive checking, and the evidence is recorded where the
next reader will look. An empty rerank result is not the reranker matching
nothing — `rerank` asks for `top_n` over a non-empty document list, so an empty
array means the response carried nothing usable, which is what `unavailable`
already promises. The zero-byte knowledge document is refused on the
upload-session path too, by `validateFile`, under both boundary contracts;
that parity is now pinned, and it fails if the guard is removed. The MCP
re-registration reports exactly the connection fields its SET clause writes,
and the create mutation already drops both caches — what lags is the status
badge, not the tools, because discovery is gated on `connected` for OAuth rows
only.

* fix(v2): de-duplicate a set filter before fingerprinting it

The filters compile to inArray, which is set membership, so workflowIds=A,A,B
selects exactly what A,B does. Sorting alone still bound them to different
pages, so an equivalent filter with a repeated member 400d mid-walk.

* fix(w6): close a head-authorization hole, a TZ leak, and five tests that could not fail

Six risks an adversarial read of this week's diff raised, verified one at a
time. Two of the six were already correct and are reported as such rather than
changed.

`v2HeadAuthorizationResponse` optional-called the use case's authorization
phase, so a use case without one would have answered the bodiless 200 that
`headSafe: false` exists to prevent. The definition-time guard does cover both
builders that reach it — they are its only callers — but an optional call turns
a missing phase into that leak silently, so the responder now refuses instead
of skipping.

`packages/db/timestamps.test.ts` assigned `process.env.TZ` at module scope and
never restored it. `TZ` is process state: a worker running files back to back
carried Asia/Tokyo into every file that followed, and only when the ordering put
it after this one. The zone is now set and restored around the file, with both
properties the suite depends on intact.

Upload publication moved its staging area out of the destination's own
directory into a shared `.staging` root, which makes the publishing `link` a
cross-subtree one. A volume mounted under part of the uploads tree puts the two
on different devices and `link` answers `EXDEV`, which the same-directory link
could not. Publication now copies onto the destination's device and links from
there, keeping the create-or-fail step that stops a replay from overwriting a
stored object.

Five tests that passed regardless of the code:

- `resolveFolderPathFilter` was only ever exercised through hand-written
  reimplementations in the suites that mock it out, so widening a miss to
  unfiltered — every filtered list answering with the whole workspace — left
  them all green. The real helper is now tested where it lives.
- The only measurement of `generateWorkspaceFileKey` asserted the key's last
  component against `NAME_MAX` rather than the component plus the sidecar
  written beside it, so it passed with the sidecar reservation removed.
- `GET /logs` asserted only that a rejected cursor does NOT name `sortBy`,
  which almost any wording satisfies, including one saying nothing at all.
- The skills lifecycle test asserted that the four writes agree on a
  workspace-key policy, which a lifecycle uniformly allowing one also
  satisfies; it now pins the policy they agree on and the kinds they admit.
- The v2 skills create test lost `expect(capture).not.toHaveBeenCalled()` when
  the create path moved to a personal key. The behaviour it pinned is gone —
  the workspace-key create is refused now — so it is re-homed as the refusal
  reaching the caller as a 403 with no analytics behind it.

Two claims did not hold. `CURSOR_VERSION` is correctly left at 1: the filter
stamp is additive, a pre-stamp token still decodes, an unfiltered read still
resumes, and only a filtered replay fails — with a conflict that names the
filter, where a version bump would answer a generic unreadable-cursor 400 to
every in-flight token. Tests pin all three, plus the minted version itself. And
the upload-session key-budget cases do exercise the real shared budget through
the real segment builder; only the workspace-key prefix is the stub's, which is
now stated where the stub is declared.

* refactor(v2): collapse two names for the cursor scope key onto one helper

`cursorFilterScope` in the v2 response module was a one-line pass-through to
`cursorScopeKey` in `lib/api/cursor-binding`, so the same function was reachable
under two names from two modules. Routes now call `cursorScopeKey` directly, the
way they already import `unorderedScopePart` and the cursor messages from that
module, and the wrapper plus its duplicated doc comment are gone.

Also folds the `id -> name` column map in the v2 tables presenter onto
`buildColumnNameById`, which the same file already imports and calls thirteen
lines above; restores two doc comments that had drifted onto the wrong
declaration; and replaces three `as Date` casts in the timestamp test with
`toEqual(new Date(...))`, which needs no cast and additionally fails when the
mapped value is not a Date at all.

* refactor: delete three pieces of surface this branch added with no consumer

`v2CursorSchema` had one caller, `v2PaginationFields`, in the same file, and its
only parameter was a default nobody overrode — so the export and the parameter
were both unreachable. Inlined into the pair it belongs to; the emitted schema
and its description are byte-identical, so the generated OpenAPI does not move.

`PatchedKeys` was declared `ReadonlySet<string> | readonly string[]`, but all
four callers pass `Object.keys(...)` and no test passes a set, which left the
`instanceof Set` arm of `policyResolver` unreachable. Narrowed to the array form
the callers actually use.

`NUL_CHARACTER` was exported from `@sim/utils/string` and imported by nobody —
every boundary imports `containsNulCharacter` instead. Kept as the module-local
constant the predicate reads, dropped from the package surface.

* docs(v2): state why the local upload data-plane routes bypass the builders

Both local-storage PUT routes use raw `withRouteHandler`. The global rule
allows that only for documented protocol or lifecycle exceptions, and their
TSDoc explained the OpenAPI exemption and the error envelope but never the
builder bypass itself. Record the actual reason: a signed `upload-token` is
the credential, so there is no API key, `Principal`, or semantic operation
for a builder to authenticate and authorize against, and the body streams
straight to storage rather than being parsed.

* test(v2): pin cursor-to-filter binding on the tables and runs lists

The branch binds every paged cursor to the filters it was minted under, but
the binding was enforced end-to-end on only 4 of 16 paged lists. The
contract-level CURSOR_BINDINGS sweep looks like the safety net and is not:
it checks each contract against a hand-maintained map of param names, never
against what a route actually stamps into cursorScopeKey, so it stays green
for a route that dropped the stamp entirely.

Confirmed by deletion. Removing tableCursorFilters from both call sites on
GET /v2/tables left all 8 tests passing, and the runs route was worse — its
one relevant assertion was weakened from toEqual to toMatchObject in this
same branch, leaving the new filter field unpinned.

Adds a mint-then-replay test to each: a cursor minted under one filter set
and replayed under another is a 400 that never reaches the use case, with a
same-filter resume case as the control so the 400 cannot be satisfied by
blanket rejection. Restores toEqual on the runs cursor payload, pinning that
a filter is stamped without hardcoding the fingerprint.

Both new guards were verified to fail: removing the binding reddens the
refiltered test on tables, and both the refiltered and the re-armed toEqual
test on runs.

* fix(tables): keep the v2 write strictness inside v2

The write-path tightening on this branch changed shared code that every
first-party surface reaches, so the workspace grid, the internal
`/api/table` routes, `/api/v1`, the Copilot table tools, and the executor's
Table block all inherited a contract only `/api/v2` publishes. Each of them
now behaves exactly as it does on staging again, and v2 keeps the strictness
by opting into it.

- `coerceRowValues`/`coerceRowToSchema` default to the `null` policy again —
  an uncoercible optional cell is blanked and the row is written. `reject` is
  reached through `RowWriteOptions.uncoercibleValues`, which the v2 row
  routes set via `strictWrite` on the application input.
- The same `strictWrite` scopes the unknown-column refusal to v2. Copilot
  feeds the model's raw arguments in unfiltered, so a hallucinated key, an
  echoed `id`, or a name left over from a rename had begun refusing the whole
  write.
- Multiselect and bare-epoch values land again for first-party callers
  through the registry's existing `salvage` hook, which the `null` policy
  already consults; the grid's `cleanCellValue` consults it too, so a paste
  naming one live option and one deleted one keeps the live one instead of
  erasing the cell.
- The saved-view name→id remap no longer rewrites a ref that already means
  something else, so a user column named `id`/`createdAt`/`updatedAt` cannot
  hijack a view's system-column sort or filter.
- `createTableView` tolerates the refs its own config carries unless the
  caller is strict, so "Save as view" stops 400ing on a dangling filter the
  Save chip accepts.
- The bulk update runner is byte-identical to staging again.

The 100-view cap stays: the list read is unpaginated, so the promise it makes
only holds if the write side enforces it, and it refuses a new view rather
than an existing config.

* test(v2): pin cursor-to-filter binding on seven more paged lists

Extends the mint-then-replay guard from tables and workflow runs to the
remaining paged v2 lists the audit found with no route-level coverage:
credentials, audit-logs, custom-tools, mcp-servers, secrets, knowledge
bases, and knowledge documents.

Each gets a cursor minted by driving GET under one filter and replayed
under another, asserting a 400 carrying REFILTERED_CURSOR_MESSAGE that
never reaches the use case, plus a same-filter resume control so the 400
cannot be satisfied by blanket rejection. The three cursor schemes are all
covered: keyset (readSortedCursor), the scoped wrapper audit-logs uses for
its domain token, and the offset cursor on knowledge documents.

The documents suite had no GET coverage at all, so its list use case gains
a real mock and the route's GET export a describe block.

All fourteen were verified to fail: dropping the cursor-filter argument
from both call sites on each route reddens exactly that route's refiltered
test and leaves every other assertion in the file green, which is the
failure mode the contract-level CURSOR_BINDINGS sweep cannot see.

* test: cover four untested behaviors and drop five tests that cannot fail

Adds coverage that goes red when the behavior is reverted:

- `rejectDuplicateQueryValues` through `parseRequest`, not just the pure
  helper — the existing blank-query tests stay green even when parseRequest
  ignores the flag entirely.
- `failUndispatchedDocumentProcessing`'s pending + not-deleted WHERE guard,
  asserted on the condition tree so removing it fails.
- The widened `present(result, request)` signature, so dropping the second
  argument stops being a silent no-op.
- The NUL scan on `readFormDataWithLimit`'s content-length branch — the
  branch every ordinary browser and curl upload takes, and the one the
  existing multipart tests never reached.

Removes tests verified incapable of failing: the credentials projection row
(the outbound `.parse()` strips unknown keys either way), the per-document
413 sweep (vacuous on two of three documents, subsumed by the sweep in
scripts/openapi/documents.test.ts), the two upload-session rows that assert
their own `generateWorkspaceFileKey` stub, the storage-key row whose 20-byte
name never reaches the budget, and the views-lock assertion against a
function `views/service.ts` does not import.

* fix(v2): parse a bound list filter once, so the scope matches the query

The logs list fingerprinted `workflowIds`, `triggers`, and `folderPaths`
through unorderedScopePart, which trims each member, then split the same raw
values itself with `.split(',').filter(Boolean)`, which does not. So
`?workflowIds=A,B` and `?workflowIds=A, B` produced one fingerprint and two
different result sets: the second selects on a member with a leading space
that matches no row. A cursor minted under one was accepted under the other,
which is the exact failure the filter binding exists to refuse.

Extracts parseUnorderedList as the single parse. unorderedScopePart now
derives from it, and the route passes the array to the query and the joined
form to the scope, so the members fingerprinted are by construction the
members filtered on. Also drops three inline splits.

Reported by Greptile.

* fix(v2): bind an AND-conjoined filter array as a set, not a sequence

The knowledge documents list fingerprinted tagFilters through canonicalJson,
which sorts object keys but preserves array order. Each filter compiles to a
condition in and(...whereConditions), and AND is commutative, so the same
clauses written in a different order select the same documents — and got a
different fingerprint, refusing a cursor for a page that was genuinely the
next one.

Adds unorderedJsonScopePart beside parseUnorderedList: members are
canonicalized, de-duplicated, and sorted, so `A AND A` binds like `A` and
clause order stops mattering. A non-array or unparseable value still binds
by its raw spelling, since that request fails validation anyway.

Replaces the route-local canonicalTagFilters, and corrects the claim on
canonicalJson that array order only ever costs a restart — for a set-valued
filter it costs a spurious 400.

Reported by Greptile.

* fix(v2): bind list filters by the value the query acts on, not its spelling

Third report of one root cause, so this fixes the cause rather than the case.
A cursor scope must fingerprint what the query filters on; every place it
fingerprinted the caller's raw text instead, two spellings of one filter got
two scopes and a valid next page got a 400.

Knowledge documents: tagFilters bound the raw query text while the route
already parsed it two lines below for the use case. The schema defaults
operator to 'eq', so {tagName,value} and {tagName,value,operator:'eq'} are
one filter to the query and were two scopes to the cursor. The scope now
binds the parser's output, which also subsumes the clause-order fix — both
route tests go red against the raw-text form.

Logs and workflow runs: startDate/endDate bound the raw text, but
z.string().datetime() admits every sub-second spelling of one instant, so
`…00Z` and `…00.000Z` name one window and got two scopes. New
instantScopePart binds the parsed instant.

Replaces unorderedJsonScopePart, which took raw text and could not see a
schema default, with unorderedScopeOf over the parsed value.

Swept all fourteen routes that build a cursor scope for the same divergence;
these were the only ones where a scope part is derived differently from the
value reaching the use case.

Reported by Greptile.

* fix(v2): bind the audit and billing window bounds by instant

The previous sweep for this defect looked for a transform in mapInput, so it
missed the two routes that pass their raw bounds to a use case that parses
them deeper. Both fingerprinted startDate/endDate as text while their
predicates convert to a Date, so `…00Z` and `…00.000Z` name one window and
got two scopes, refusing the genuine next page.

Billing keeps stamping the raw params rather than resolveDateRange's output,
for the reason already recorded there: a relative `period` resolves against
the clock, so hashing the resolved window would reject every next page.
Normalizing the explicit bounds is compatible — instantScopePart is a pure
function of the caller's own text and resolves nothing.

Re-swept all fourteen cursor-scope routes by scope part rather than by
transform site. Every temporal and structured part now binds canonically;
the rest are enums and identifiers with one spelling per value.

Reported by Greptile.

* fix(v2): drop an inert field from the document tag-filter scope

resolveKnowledgeTagFilters builds every structured filter with the stored
definition's fieldType and never reads the caller's — not for resolution, not
for validation, not in its output. Fingerprinting it made a field the query
ignores decide whether a cursor resumes, so adding or removing a matching
fieldType refused a page that had not moved.

Swept the other twelve cursor-scope routes for the same shape. No scope part
is absent from its mapInput, this was the only scope carrying a structure
resolved against stored state, and knowledge/search has no cursor at all.

Reported by Greptile.

* refactor(v2): derive the body 413 from the contract in every document

Two mechanisms encoded one rule. `withRequestBodyErrors` derived the 413 from
`route.contract.body` for the tables document, while the resources document
hand-picked RESOURCE_BODY_ERRORS / RESOURCE_CONFLICT_BODY_ERRORS at nine
sites. The cross-document sweep caught drift, but only after the fact: a new
body operation that forgot the _BODY_ variant published a reachable 413
nowhere until a test failed.

Hoists the mapper to openapi/shared.ts and applies it in both documents, so
the rule is derived rather than remembered. The two hand-picked sets and
their shared TSDoc are gone.

Regenerating all seven specs produces zero drift, which is the proof the two
mechanisms were computing the same thing.

* refactor(v2): collapse duplicated cursor and validation mechanisms, drop dead exports

One rule, one implementation:

- `parseRequest` hand-inlined the "caller envelope or default" validation-error
  projection four times. Extract `projectValidationError` and route all four
  through it.
- Nine keyset lists hand-rolled the `present` half of the cursor pair that
  `readSortedCursor` already owns the read half of. Add the symmetric
  `writeSortedCursor` and use it everywhere.
- `GET /workflows/{id}/runs` re-derived `readSortedCursor`'s invalid/refiltered
  ladder from `decodeSortedCursor`; it now calls the shared reader and keeps
  only the key-arity check that is genuinely its own.

Files and exports that no longer earn their place:

- Inline `credentials/utils.ts` into its single consumer.
- Delete symbols with zero references repo-wide: `v2CustomToolWriteError`,
  `secretCredentialTypes`, `v2CursorList`, `v2WorkspaceAccessError`,
  `resolveFolderPathIdentity`, `folderPathForId`, `v2FolderPathMutationError`,
  and seven of twelve `tables/utils.ts` exports.
- Drop `export` from symbols used only inside their own module.

No behavior change; every response body and error message is byte-identical.

* docs(v2): cut duplicated and non-load-bearing comment prose

Five rationales were written three to five times each by parallel agents
that could not see one another. Each now has one home and the rest point
at it:

- HEAD existence oracle -> the headSafe option on defineV2JsonRoute
- cursor query binding -> cursorScopeKey in lib/api/cursor-binding.ts
- storage-key prefix budget -> buildStorageKeySegment
- NUL / U+0000 -> the containsNulCharacter predicate
- blank and duplicate query values -> their own implementations

Also drops changelog-in-source (prose narrating what the code used to
do), anchorless module headers attached to no declaration, rejected-
alternative essays, and @param tags that only restate the signature.

Comments only: the diff contains no executable-code change.

* fix(v2): name the undecodable-cursor failure on the two sortless lists

GET /workflows/{id}/versions and GET /workspaces/{id}/members threw a bare
'Invalid cursor' literal where every other v2 list uses a shared constant.
The right one is UNREADABLE_CURSOR_MESSAGE, not INVALID_CURSOR_MESSAGE:
both lists take only limit and cursor, so naming sortBy/sortOrder would
answer one 400 with advice that earns a second.

Their missing filter scope is correct and stays. Neither contract accepts a
filter — v2PaginationFields is the whole query — so there is nothing to bind,
and limit is excluded from a scope by design.

Pins the message on the versions route, verified to fail against the literal.

* test(openapi): give the determinism check a chosen timeout

`serializes all documents deterministically` serializes all seven published
documents twice — roughly 2MB of JSON — under vitest's 5s default, which is
not a budget anyone picked for it. The published specs grew 3.3% on this
branch (961KB -> 993KB) from richer descriptions, which is far too small to
move a comfortable test and is enough to tip one already sitting just under
the cap. Measured at 5.1s in isolation with nothing else running.

Raises it to 30s for the openapi suite rather than trimming a real assertion.

* fix(v2): make the NUL path scan linear, and force a write surface to choose

Two findings from a simplify pass, both in code this branch added.

findNulBytePath copied `[...path, key]` per child, which is O(nodes x depth).
A caller controls that depth directly: v2 row cell values are `z.unknown()`,
so nesting passes Zod untouched and reaches the scan. Measured on Node 22 --
JSON.parse accepts a 200KB body nested 100k deep in 9.8ms, and the scan then
blocked the event loop for 27.7s. Frames now carry a parent link and the path
is materialized once, for the node actually reported: 27.7s -> 5ms, with
byte-identical paths across nested arrays, records, NUL keys and clean input.
The always-run first pass drops Object.entries for Object.keys, which halves
its cost on large bodies by not allocating a pair array per object.

`strictWrite` was optional with the lenient default, so a v2 write route added
tomorrow would silently inherit first-party behavior -- unknown column dropped
under a 201, uncoercible cell stored as null -- defended by nothing but five
copies of a literal. It is now required on the five write-shaped inputs, so
omission is a compile error. The type-checker named every caller: the five v2
routes already passed true, and the three Copilot sites now say false
explicitly, which is the behavior they already had.

* refactor(v2): apply the body-413 mapper to every OpenAPI document

The earlier unification wired withRequestBodyErrors into two of the five
content documents and left files-audit, knowledge and workflows hand-writing
the entry, so the helper's own claim that "a new body route cannot forget it"
held on 40% of the surface while reading as global.

Regenerating all seven specs produces zero drift, which is the useful proof:
the mapper agrees with every hand-written entry today, so the gap was never a
missing 413 — it was a missing guarantee for the next body route added to
those three documents.

The existing hand-written entries stay. The mapper is one-directional and
several bodyless folder reads publish 413 for the folder-tree ceiling, so
stripping them by hand would risk removing one the mapper cannot restore.

* refactor(v2): fold the v2 validation renderer into the shared parse defaults

V2_PARSE_DEFAULTS calls itself "the parse failures every v2 route renders the
same way", but the option deciding how a v2 validation failure renders sat
outside it and was re-stated at seven sites. A raw route that spread the
defaults and stopped emitted a non-v2 error envelope.

Removes the redundant line from the five sites that only restated it. The two
builders keep theirs: theirs sits after `...options.parseOptions`, so it is a
deliberate override that stops a caller swapping the v2 renderer, not a copy.

Also adopts the mandated `filterUndefined` in cursorScopeKey in place of the
Object.fromEntries/Object.entries form CLAUDE.md forbids, and collapses a
one-element `as const` array plus a Math.max over it to the single `.length`
they computed.

* test(persistence): keep the wire round trip without tripping the utils audit

check:utils forbids `JSON.parse(JSON.stringify(...))` and points at
structuredClone, which is right for a deep clone and wrong here: this test
exists to prove the schema accepts a `deployedAt` that arrived over HTTP as a
string as well as an in-process `Date`. structuredClone preserves the `Date`,
so adopting it would leave the test asserting nothing about the wire form.

Splits the serialize and the parse into two statements. The round trip stays
lossy — verified `JSON.parse(JSON.stringify(...))` yields a string where
structuredClone yields a Date — and the pattern the audit matches is gone.

Arrived from staging in #6660, so `check:audits` is red on origin/staging too,
not only here.
2026-08-13 10:52:20 -07:00
Waleed c49751b32e perf(prefetch): stop calling our own API over the wire during server render (#6657)
* perf(prefetch): read the data layer instead of calling our own API over the wire

Four server-render prefetches went out over HTTP to our own routes. With
INTERNAL_API_BASE_URL unset in prod, getInternalApiBaseUrl() falls back to the
public base URL, so each was RSC -> public HTTPS -> load balancer -> back into
the app, awaited inside the render with a second round of auth.

- /home fetched the workflow folder list that the workspace layout had already
  fetched, under the identical query key. Since getQueryClient() builds a new
  client per call on the server, the two never deduped: same data, twice a
  request, once directly and once over the wire. Dropped; the layout's entry
  already hydrates it.
- /home cached raw route JSON under workspaceFilesKeys.list, while
  files/prefetch.ts seeds that same key from listWorkspaceFilesWithShares. The
  contract declares the date fields z.coerce.date(), so consumers hold Dates —
  a file record's type depended on which page the viewer landed on. Now reads
  the same function files/prefetch.ts does.
- tables and knowledge folder reads now call listFoldersForWorkspace, matching
  the sidebar prefetch.

These reads carry no authorization of their own, so each surface proves the
viewer through getWorkspaceHostContextForViewer first and caches nothing when
it fails, leaving the client fetch to reach the route for the real 403. Both it
and getSession are cache()d and already resolved by the layout, so the proof
costs no extra queries.

Left on the wire, deliberately: the tables and knowledge lists, whose cached
shape is the serialized wire shape, and pinned items and members, which have no
exported data-layer function.

* improvement(prefetch): skip the viewer proof when there is no session

Passing an empty-string userId ran a real permission query that could only
return null. Take an optional userId instead and skip straight to the
unauthorized path, matching how the home prefetch is called.

* perf(prefetch): finish removing self-HTTP prefetches and delete the legacy helper

Converts the last four server-render prefetches that called our own API over
HTTP, and deletes prefetch-internal-fetch.ts now that nothing imports it.

- knowledge bases: runs the route's own listInternalKnowledgeBases use case
  with a principal from the same internalSessionAuth policy the route declares,
  then projects through the same presenter and contract. Not a bypass of the
  application boundary — the same path, called in-process.
- tables: extracts the route's list projection into lib/table/wire.ts as
  toTableListItem, which the route and the prefetch now both call. This matters
  because listTablesContract's response schema is a passthrough z.custom, so a
  client fetch caches the route's JSON verbatim. Seeding listTables() directly
  would have put Date objects and the server-only metadata field under a key the
  hook never sees them on.
- pinned items: extracts the route's inline query into lib/pinned-items/queries.ts
  as listPinnedItemsForUser, which the route now calls too.
- workspace members: getWorkspaceMemberProfiles already existed; the prefetch
  calls it directly.

normalizeColumn moves from app/api/table/utils.ts to lib/table/wire.ts with ten
importers repointed. That also removes a pre-existing lib/* -> app/api/* boundary
violation in lib/table/import-runner.ts. No response shape changes: the v1/v2
edits are import-path moves only.

Every converted read proves the viewer first and caches nothing when that fails,
so an unauthorized viewer's client fetch still reaches the route for the real
403. Authorization equivalence was checked by unfolding both paths to
checkWorkspaceAccess rather than assumed.

* improvement(prefetch): collapse the duplicated folder prefetch and unify the call shape

- Extract prefetchResourceFolders. The same eight-line folder prefetch was
  written three times, varying only by resourceType, with the key, stale time
  and mapper kept in sync by hand.
- Adopting it removes the conditional spread from the tables and knowledge
  prefetches. Tables can now early-return, matching prefetchFilesBrowser:
  prefetchResourceListChrome already self-guards on the same cached host
  context, so a null context meant the function did nothing either way.
- Take userId as string | undefined everywhere and guard inside, so every
  prefetch module has one calling convention rather than two.
- Export toWireTimestamp and use it for the create-table response's own copy of
  the same idiom, and drop a cast that the extraction made dead: the parameter
  is already TableDefinition, whose schema is TableSchema.
- Read params and the session concurrently on the tables and knowledge pages,
  matching the files page, and drop TSDoc that restated each prefetch's own.

* fix(prefetch): keep the tables list on its route and cut the executor edge

Reading listTables from a page prefetch put the executable tool registry into
the Tables page server graph — ~4,700 modules, which check:tool-registry-boundary
rejects. lib/table/service reaches workflow-columns by several independent
paths (directly, and through jobs/service and rows/service), so severing one
edge is not enough; untangling that belongs in its own change.

- The tables list goes back through GET /api/table, with the reason recorded so
  the next person does not repeat the attempt. Folders and chrome on that page
  stay on the data layer.
- stripGroupDeps moves to its own leaf module. It is a pure projection over a
  WorkflowGroup, but living beside the group runtime meant every importer of
  lib/table/service paid for the executor to get it.

Net effect on the Tables page graph: 2,186 modules to 1,742.

* perf(prefetch): finish the migration, delete the legacy helper, ratchet page graphs

Answers the question the previous commit left open: the tables list did not have
to stay on HTTP. lib/table/service reached the executor through
jobs/service -> rows/service -> workflow-columns, for one symbol.
pendingDeleteMask is a delete-visibility SQL clause with no executor
involvement, so it moves to its own leaf and that chain is cut. The tables
prefetch now reads the data layer like every other one, and
prefetch-internal-fetch.ts is deleted: nothing in the app calls its own API over
HTTP during a server render any more.

stripGroupDeps likewise moves to a leaf rather than being re-exported through
workflow-columns, so its importers no longer pull the executor to get a pure
projection.

React Query mechanism fixes, all found by audit:
- settings/[section] fired two prefetches without awaiting them. Only a settled
  query is dehydrated, so those were shipped mid-flight; a rejection hydrated
  into an error state retryOnMount: false never retries, leaving the panel
  broken for the session. Awaited now, and the pending-dehydration opt-in is
  removed since nothing streams.
- The viewer profile was prefetched by both the layout and the settings page.
  Separate server QueryClients mean that was a real second read per request.
- prefetchSubscriptionData was dead, and hand-rolled an unannotated raw fetch.
- retry is scoped to the browser. Query core defaults it to 0 on the server;
  stating one value for both opted awaited prefetches into a retry backoff. The
  gcTime default is dropped entirely — 5 minutes is already the browser default,
  and setting it explicitly overrode the server's Infinity, leaving a live timer
  and payload per request.

check:tool-registry-boundary now also ratchets per-page module counts against a
committed baseline, attributing a regression to the import that caused it via a
dominator tree. It caught a +444 regression in this branch by hand; it would
have caught it in CI. Its import regex also missed bare side-effect imports,
so `import '@/tools/registry'` could have slipped past it entirely.

Prefetch guidance added to .claude/rules/sim-queries.md.

* fix(prefetch): correct the extracted module's db imports and stale rationale

Audit findings from the migration.

- pending-delete-mask imported its schema tables from @sim/db rather than
  @sim/db/schema, which the module it came from was careful to split. The
  global test mocks are bound per-entrypoint and only the schema mock exports
  tables, so every suite that reaches pendingDeleteMask would have failed on a
  missing mock export. Restored to the original convention, and the same split
  applied to the new pinned-items queries module before it grows a test.
- The settings prefetch and page justified awaiting with a mechanism this
  branch removed — pending queries being shipped with their promise. Only a
  settled query is dehydrated now, so an unawaited prefetch is dropped from the
  payload entirely. Same conclusion, correct reason, and no longer contradicting
  the rule this branch added.
- Removed the doc block left orphaned above validateSchema when stripGroupDeps
  moved out of workflow-columns.

Skill projections regenerated after trimming the boundary skill.

* chore(table): drop a section separator comment

Separators like these are non-TSDoc decoration that CLAUDE.md already rules
out. This is the only one in a file this branch touches; the rest of the repo
is swept separately.

* chore: remove section separator comments

CLAUDE.md already rules these out ("No ==== separators. No non-TSDoc
comments"), but 546 of them had accumulated across 48 files. They decorate
rather than explain, and they drift: a separator says "Validation" while the
code beneath it moved elsewhere, as one in workflow-columns already had.

Pure deletion — no source line was touched, and lines inside template
literals were skipped so nothing in a generated string changed.
2026-08-13 00:12:45 -07:00
Waleed 1fa40b8118 feat(v2): complete and align the v2 API surface (#6643)
* fix(v2): close four validation holes in the logs and billing surfaces

Each of these answered a caller-supplied value with a 500 or a silently
wrong result instead of a 400.

- `GET /api/v2/logs` accepted any string as `startDate`/`endDate`. The
  route constructs a `Date` from it, so `?startDate=abc` reached the
  driver's timestamp mapper as an `Invalid Date` and 500'd. Both bounds
  now carry `.datetime()`, matching the sibling run list so one timestamp
  works on both collections. This narrows the accepted set: a date without
  a time and an offset-bearing timestamp are now rejected, and the field
  descriptions say "UTC ISO 8601" rather than overpromising "ISO 8601".

- `v2BillingStatusQuerySchema` was the only non-strict query schema in its
  family, so a mis-cased `workspaceID` was stripped and the caller got
  account-scope billing in place of the workspace scope it asked for — a
  wrong answer about money, served as a 200.

- An unresolvable `cursor` on `/api/v2/billing/logs` applied no cursor
  condition and restarted the sequence at page 1 while still reporting
  `hasMore`, so a pager holding a cursor across a deploy loops over the
  first page and counts the same credits on every lap. It is now a 400.
  The message does not reuse `INVALID_CURSOR_MESSAGE`, which names
  `sortBy`/`sortOrder` params this collection does not accept.

- The logs `status` field disagrees with the run resources for the same
  run: the run projection overlays `paused` from `paused_executions`,
  so an ordinary human-in-the-loop pause reads `paused` there and
  `pending` here. Reconciling would mean joining `paused_executions` in
  this read and silently moving live runs between two buckets of a
  shipped field, so the divergence is documented on the contract instead.

* feat(v2): expose the MCP tool plane and page the MCP server list

Registering an MCP server through v2 dead-ended: nothing on the public
surface ever ran tool discovery, so connectionStatus, toolCount, lastError,
and lastToolsRefresh stayed at their registration defaults and there was no
way to read a server's tools without opening the UI.

Adds GET /api/v2/mcp-servers/{id}/tools over a thin use case composed from
the existing mcp_servers.tools.discover operation, resolveServerContext, and
mcpService.discoverServerTools. It is personal-API-key-only — discovery
resolves the acting user's own OAuth credentials, which a workspace key
cannot supply — and the contract says so rather than letting callers meet an
unexplained 403. Discovery failures are classified instead of collapsing
into a 500: an unreachable or cooling-down server is a retryable 503, a
stale OAuth grant is a 401.

Also pages GET /api/v2/mcp-servers. It was the one unbounded list on the v2
surface, classified full-set on a bounded-by-construction rationale that
only holds for folder lists; nothing caps how many servers a workspace
registers.

* feat(v2/tables): strict row bodies, a filtered row count, and round-trippable required columns

Three tables gaps from the v2 capability evaluation.

Strictness. Every v2 tables request body is now `.strict()`. The row family
was the whole hole: `POST /query` sent v1's `filter` key answered 200 with a
fully unfiltered page, because Zod strips unknown keys unless told not to. The
same laxity covered the row create/update/delete/upsert/find bodies, the
run and cancel-runs bodies, the enrichment body, and — outside the row family
but the same class — the column delete, view create/update, and export bodies.
A contract sweep now walks every body-bearing tables contract and fails if one
of them stops rejecting an unrecognized key.

Filtered row count. `POST /api/v2/tables/{tableId}/query/count` answers the
question v1's `includeTotal`/`totalCount` answered and the `{data, nextCursor}`
envelope has nowhere to put: how many rows a predicate matches. It binds the
existing `queryTableRows` use case with `includeTotal: true, limit: 1` — no new
domain logic and the same `tables.rows.query` read policy. The use case types
`totalCount` as nullable because paged callers can decline it; this route always
asks for it, so a null is treated as a broken invariant rather than presented as
a fabricated zero.

Required columns. `required` is accepted on create-table, add-column, and
update-column, matching v1. v2 emitted the flag on every read while stripping it
from every write, so a column could not round-trip. Enforcement was already
complete: turning it on over rows with null, missing, or empty cells is rejected
by the domain.

* test(skills): pin the workspace-API-key split as structural, not accidental

A workspace API key can create a skill it can then never update or delete,
which no sibling resource does — so the asymmetry reads like an oversight
worth widening. It is not. Skill edits are authorized by the per-skill
editor row belonging to the acting user, which is why update/upsert/delete
declare a 'read' floor rather than 'write': workspace role is not the
authority. A workspace key carries no user subject, so allowing one replaces
a 403 with an unclassified PrincipalSubjectUserRequiredError that the v2
surface renders as a caller-reachable 500.

Records the reason on the registry and pins it, so the next reader finds the
argument instead of flipping the flag.

* feat(v2): read deployment state, and undo a file delete

Two v2 reads that existed only as a side effect of a mutation.

`GET /api/v2/workflows/{id}/deployment` publishes the state the deploy,
undeploy, and rollback responses carry, plus `needsRedeployment` — which
those responses structurally cannot carry, because they answer at the
moment the draft and the live version are equal. A caller that lost the
mutation response, or that polls from another process, had no way to ask.
Reuses `readWorkflowDeploymentStatus` behind `workflows.read`, the same
use case the internal status and deploy GETs already adapt.

`DELETE /api/v2/files/{fileId}` was a soft delete with no way to see what
it archived and no way to reverse it. `GET /api/v2/files?scope=archived`
pages the archived set and `deletedAt` on the file resource dates each
one; `POST /api/v2/files/{fileId}/restore` reverses the delete through
the existing `files.restore` operation. Restore is not a pure undo — it
returns the file to the root and renames it on a collision — so the use
case now reads the file back and both the response and the OpenAPI
description say what actually came back rather than what was deleted.

`scope=all` is rejected on the list for the reason the internal contract
already gives: it drops the `deleted_at` predicate and cannot use the
partial index. `scope=archived` combined with `folderPath` 404s when the
containing folder was archived too, which the contract documents.

* fix(v2): keep the unresolvable-cursor rejection a 400 on every surface

The cursor rejection lived in shared billing core but was an OrchestrationError
only, which the session-only GET /api/users/me/usage-logs cannot project: that
route is raw withRouteHandler and readTypedError matches instanceof HttpError,
so any signed-in caller typing ?cursor=x got a 500. UnknownUsageCursorError is
an HttpError carrying the OrchestrationError as its cause, so the v2 route still
renders BAD_REQUEST off the cause chain and the internal route answers 400.

Also closes the other half of the run-list parity: an inverted window on
GET /api/v2/logs is now a 400 instead of a silently empty page.

* fix(v2/tables): sweep union bodies per member and name the shapes on a rows 400

Review follow-ups on the strictness work.

The sweep was vacuous on the one union body it covers. Parsing
`{ notAContractField: true }` against `v2CreateTableRowsBodySchema` and looking
for `unrecognized_keys` anywhere in the issue tree is satisfied by either member
alone, so dropping `.strict()` from the single-row branch shipped green —
reproduced, 36/36 passing with the regression in place. The sweep now flattens a
union body into its members and asserts each one separately; removing `.strict()`
from either branch now fails a case that names it.

`POST /rows` answered an unknown key with `Invalid input`, the exact message the
v2 conventions name as failing the actionable-error rule, because a union
surfaces `invalid_union` first. The union now carries a message naming both
accepted shapes; the per-member failures still ride along in `details`.

Two TSDoc corrections. The `required` docstring claimed the domain rejects
turning the flag on over rows with empty cells — true of the update path, false
of add-column, which applies the flag as given (the same shape `unique` already
had here). And `.strict()` binds the top level only, so the view `config` object
and the shared sort-spec elements still strip unknown keys; both docstrings now
say so instead of implying full coverage.

* fix(v2): classify MCP discovery failures by type, not by substring

The tool-discovery error policy consumed categorizeError's status, whose
fallback is a substring match on the upstream message. Three consequences,
all caller-visible:

- A ZodError from the builder's own response `.parse` contains `invalid_type`,
  so a Sim-side response-schema defect answered 400 "Invalid request
  parameters" and suppressed the builder's 500 and its unhandled-error log.
- An upstream `Invalid params` or `not found` became the caller's 400/404 on a
  request the contract had already validated.
- A stale OAuth grant to the third-party server answered 401, the status this
  surface reserves for a missing or invalid Sim API key, so a client would
  rotate a credential that was never the problem.

The policy now dispatches on the MCP error families and returns null for
anything else. Reauthorization is a 409 carrying
`details.code: MCP_SERVER_REAUTHORIZATION_REQUIRED`; an unreachable, slow, or
cooling-down server is a 503 with a constant message.

Also: widen the shared server path-param description now that it covers tool
listing, map the list query explicitly so no undeclared `cursor` reaches the
use-case input, and document the endpoint's write side effects.

* merge: bring in the MCP tool plane workstream

* feat(v2): make knowledge tags usable and let documents be updated

v2 accepted tag slots on upload and filtered search by tag display name,
but no response ever returned a tag value and nothing listed the
vocabulary, so a shipped feature dead-ended in the public API. A document
that failed processing could only be deleted and re-uploaded, and
retiring 500 documents cost 500 requests.

- GET /api/v2/knowledge/{id}/tags returns the vocabulary (display name,
  slot, field type) as a full-set list.
- Document list and detail responses carry `tags`, keyed by display name
  exactly as search keys its result metadata. Writes stay slot-keyed; the
  tags endpoint is the mapping and the contract documents the split.
- PATCH /api/v2/knowledge/{id}/documents/{documentId} renames, enables,
  disables, retags, or requeues processing. Derived indexing state is not
  writable: asserting `processingStatus` on an unindexed document would
  corrupt search. A retry may not ride along with field updates.
- PATCH /api/v2/knowledge/{id}/documents bulk-enables or bulk-disables.
  Bulk delete is deliberately absent — that operation records no semantic
  audit, and a public bulk delete would empty a knowledge base leaving no
  DOCUMENT_DELETED entries.
- The document list accepts the same name-based `tagFilters` as search;
  the name-to-slot resolver moves out of search into a shared helper, and
  the filters are stamped into the offset cursor scope so a replayed
  cursor cannot cross a filter change.
- Search accepts `rerankerEnabled`, `rerankerModel`, `rerankerInputCount`
  and returns `rerankerScore`; `rerankerApiKey` and `skipUsageBilling`
  stay unexposed. Every result now names its `knowledgeBaseId`.

knowledge.tags.list flips from workspaceApiKey 'deny' to 'allow' (and
gains the workspace_api_key principal kind) so it matches the sibling
reads knowledge.documents.list / read / search. The vocabulary is
required input for two operations a workspace key can already perform.
Every tag write stays human-delegated.

* fix(v2): name every 403 cause, unfork boolean params, close nested strictness holes

Four cross-cutting consistency gaps on the v2 public surface.

**403s now carry a machine-readable cause.** The conventions skill mandated
`error.details.code` on 403 and nothing emitted one, so a client had to
string-match prose to tell "raise this member's role" from "this workspace
refuses personal keys" from "buy an enterprise plan" — four different
remedies behind one status, and every message reword a silent break. The
vocabulary is a closed set, `FORBIDDEN_DETAIL_CODES`, with a `Record` of
descriptions beside it that the generated OpenAPI 403 description is built
from, so a code cannot reach the wire unpublished. Refusals throw
`ForbiddenOperationError` in the domain and `v2CaughtOrchestrationError` —
the function every v2 error policy falls through to — attaches the code, so a
route cannot forget it. The audit-log resolver distinguished four causes and
collapsed them into one; it now names each.

Cross-tenant refusals deliberately get no code: they are concealed as 404 and
naming their cause would hand back the existence signal the concealment
withholds.

**Two boolean query params rejoin the majority.** `?includeDeparted` and
`?includeOutput` were `'true'`/`'false'` string enums inherited from the
internal shapes they reused, while four sibling params were real booleans.
Both move to `booleanQueryFlagSchema`, which still coerces both strings — a
strict widening, so an existing caller is unaffected, and the spec stops
telling callers to send a string.

**Two nested strictness holes close.** `.strict()` binds the top level only,
so `sort: [{ field, direction, nulls: 'last' }]` was answered 200 with the
null-ordering request dropped, and an unknown key inside a saved view's
`config` was accepted and discarded — the headline `filter` bug one level
down. `sortSpecSchema`'s element and both view-config schemas are now strict.
Safe on the read side because `normalizeStoredViewConfig` projects the
schemaless stored blob onto the declared keys first, so a legacy row cannot
turn into a 500.

The two sort dialects stay as they are. `/logs` and `/workflows/{id}/runs`
have one sortable column, so there is no `sortBy` to pair with; renaming
`order` breaks every caller and an alias is a second spelling of one thing
with undefined precedence. Both contracts and the skill now state the rule.

* style: format the files the workspace-scoped lint gate does not reach

`turbo run lint:check` runs `biome check .` per workspace, so `scripts/` at the
repo root is outside the graph and four changed files were unformatted — one of
them a merge artifact from reconciling the route baseline across branches.

* fix(v2): collapse the four knowledge document projections onto one null-tolerant summary

Extracts toV2DocumentSummary in app/api/v2/knowledge/utils.ts and composes the
list, upload-acknowledgement and detail presenters from it. toV2TaggedDocument
serialized uploadedAt with a bare .toISOString(), so a document with no upload
timestamp threw where every sibling returned null and the contract declares the
field nullable.

Also consolidates the two Zod strictness walkers onto one shared introspection
helper that unwraps wrappers and expands unions, closing the hole where a
union-shaped schema answered null and was skipped by the pagination sweep.

* fix(v2): stop HEAD driving MCP discovery, and unbreak the updatedAt keyset page

B1: Next aliases HEAD onto GET, which RFC 9110 permits only because GET is safe.
The MCP tool-discovery GET is not: it opens a live connection to the registered
endpoint and writes the outcome onto the server row. The v2 JSON builder gains a
headSafe option, default true, and the discovery route declares itself unsafe —
a HEAD is authenticated and rate-limited, then answered bodiless.

B2: a discovery status write stamped updatedAt, which this branch added as a
keyset sort, so any concurrent discovery duplicated and skipped servers across a
caller's pages. Discovery liveness already has lastConnected, lastToolsRefresh,
lastError and statusConfig.

B4: a public refresh now skips the positive cache but keeps the failure cooldown,
so it cannot be used to drive a connection attempt per request at a failing
endpoint. An explicit user action on their own server keeps the full bypass.

B6: the consecutive-failure counter is incremented SQL-side rather than read,
incremented and written back, and the success branch carries the same workspace,
liveness and staleness guard the failure branch already had.

* fix(v2): bound the bulk update echo, close the search leak, and make the docs true

B3: a selectAll bulk document update echoed every changed identifier, which the
request does not bound — a 100k-document knowledge base produced a multi-megabyte
array, materialized and then element-wise validated. The use case now reports
whether the selection was unbounded and the presenter omits the echo.

A1: the knowledge search presenter spread the whole use-case result, which also
carries userId, workspaceId, a cost breakdown and a live secret-trace registry.
Only Zod's default key-stripping kept them off the wire. Projected explicitly.

P1-a: GET /knowledge/{id}/tags advertised all 17 slots while the document PATCH
accepted only the seven text ones. The writer already coerces every slot type,
so the PATCH now takes all 17 in their declared types, with a 400 where a
malformed value used to silently clear the tag.

P1-b: both new PATCHes deny workspace API keys and now say so.
P1-c: the two table query reads declare maxBodyBytes and now document the 413.
P1-d: getWorkflowDeploymentV2 loses its legacy suffix.

C3: deletes two orchestration error mappers with no callers that mapped
'forbidden' with no details.
D2: a stored null in table_views.config survived the pick and failed the
response schema.

Also folds the six 'bounded set' paraphrases onto one FULL_SET_LIST constant,
shares the run-window date bound between the logs and runs lists so their
documented parity is enforced rather than asserted, adds the missing barrel
export for FORBIDDEN_DETAIL_CODE_DESCRIPTIONS, and strictens two response
schemas whose peers were already strict.

Migrates 40 v2 route tests onto the shared @sim/testing harness: 26 asserted a
rateLimitSubjectIds shape v2 auth never returns, 26 asserted the wrong
refillRate, 33 could not exercise their 401 path at all, and 6 hard-wired the
rollout gate to null.

* fix(mcp): bound the connect handshake, and stop the 403 description over-claiming

B5: the connect clamp was getMaxExecutionTimeout(), the workflow ceiling of
seven days, so the real bound became the server row's own timeout — which the
registration contract permits up to 300s — times the connect retries. A slow
server could hold a Node request for roughly twenty minutes. Connecting is not a
workflow run, so the handshake now shares the one-minute ceiling tools/list
already applies to itself.

C2: the generated 403 description asserted that error.details.code names the
cause on every 403. Nine domain refusals still throw a bare forbidden
OrchestrationError and reach the wire codeless, so the wording now says 'where
the cause is one a caller can act on'. Reparenting those throws is left as a
deliberate change: one of them is a cross-tenant refusal that belongs in the
codeless class and would change its status.

* chore: reconcile the route ratchet with staging

* style: sort imports and format the three files biome flagged

* fix(openapi): import the forbidden-code constants from their module, not the application barrel

The barrel also re-exports the authorized use-case layer, which loads
@sim/db at import time. That pulled a database connection into the
OpenAPI spec check, so check:audits failed wherever DATABASE_URL is
absent, including CI.
2026-08-12 15:04:24 -07:00
2805a8def9 feat(windchill): add document integration (#6577)
* feat(windchill): add document integration

* fix(windchill): align tool contracts and docs

* fix(windchill): use official integration icon

* fix(windchill): correct response and paging semantics

* fix(windchill): align execution and API contracts

* refactor(windchill): inline route authentication

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

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

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

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

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

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

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

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

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

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

* feat(windchill): add update common properties

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

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

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

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

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

---------

Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
Co-authored-by: Waleed Latif <walif6@gmail.com>
2026-08-12 13:18:31 -07:00
Waleed 81108d5a4e fix(v2): serve HEAD, advertise PATCH, and document the reachable 403 (#6623)
* fix(v2): serve HEAD, advertise PATCH, and document the reachable 403

Three HTTP-semantics defects on the v2 surface, all found by probing the
published contract rather than the happy path.

**HEAD answered 500 on every v2 endpoint.** Next implements a missing `HEAD`
export by aliasing it onto `GET` and dropping the body when it sends, so a
route's `GET` legitimately runs with `request.method === 'HEAD'`. The builders'
method guard compared that against the contract's declared method and threw, so
`HEAD /api/v2/workflows` and every sibling replied 500 — which is what health
checkers, uptime monitors, link checkers, and some CDNs send, all of them
reading the API as hard-down. RFC 9110 §9.3.2 makes HEAD identical to GET but
for the body, which is exactly what running the GET path produces. Fixed once in
`methodMatchesContract`, shared by all five route builders; every other mismatch
stays a hard error so a handler exported under the wrong verb still fails loudly.

**CORS advertised `GET,POST,OPTIONS,PUT,DELETE`** while the v2 spec has 17
`PATCH` operations, so a browser preflight for any of them was rejected. It also
advertised `PUT`, which two operations use — the shape of a hand-maintained list
outgrown by its surface. The list stays hand-written because middleware cannot
import the contract tree without pulling Zod into the edge bundle, but it is now
pinned by a test that sweeps the real contracts and fails on any method it omits.

**Six operations omitted a 403 their siblings documented** — three knowledge
reads and three file-upload operations. Traced from the code rather than the
spec: `requirePermission` throws `NoWorkspaceAccessError` for no access at all
(concealed as 404) but `InsufficientWorkspacePermissionsError` for access below
`minimumRole` (a real 403), and `PersonalApiKeysDisabledError` reaches every
operation a personal API key can call. So 403 was reachable on all six and the
omission was an accident of hand-assembled error lists, not a policy. They now
use the shared `RESOURCE_ERRORS` / `RESOURCE_CONFLICT_ERRORS` sets, and two
operations spelling those same sets by hand were normalized onto them.

All 128 documented operations now declare 403. The rules for HEAD, for the
403/404 split, and for using the shared error sets are recorded in
`.agents/skills/v2-api-conventions/SKILL.md`.

* test(proxy): update the CORS policy assertion to the served method list

`proxy.test.ts` pinned the previous hand-written method string, so widening
`resolveApiCorsPolicy` to advertise PATCH and HEAD left it asserting a list the
middleware no longer returns. The literal is kept rather than imported from
`proxy.ts` so the test still pins the exact wire value independently of the
implementation.

* refactor(v2): retire the error sets that could omit Forbidden

The three knowledge reads and three upload operations lost their `403` by
assembling `[...VALIDATED_ERRORS, ...]` by hand, and `VALIDATED_ERRORS` /
`STANDARD_ERRORS` were the only exported sets that omit `Forbidden`. Migrating
the last consumers to the shared `RESOURCE_*` sets left both unreferenced, so
deleting them turns the fix from a one-time cleanup into an invariant: there is
no longer a building block from which a workspace-scoped operation can assemble
an error list without `Forbidden`. Regenerating the specs produces no diff, so
the migration is output-neutral.

Also folds `method-match.test.ts` into `definition.test.ts` to match the
repo's `feature.ts` -> `feature.test.ts` convention, types `contractMethod`
as `HttpMethod` so a contract declaring `HEAD` is unrepresentable, and drops
the duplicated Next-aliasing rationale so `methodMatchesContract`'s TSDoc is
its single home.

* fix(cors): expose the API response headers a browser client needs

Without `Access-Control-Expose-Headers` a browser can read only the six
CORS-safelisted response headers, so the rate-limit budget, the `Retry-After`
a 429 or 503 asks the caller to observe, and the request/run correlation ids
were all on the wire but invisible to `fetch()`. Server-to-server callers were
unaffected, which is why it went unnoticed.

Exposed on the default `/api` policy only. The per-route `CORS_RULES` entries
are wildcard-origin public endpoints and opt in individually if they ever need
it, so this does not widen what an anonymous cross-origin caller can read from
them.
2026-08-12 11:09:33 -07:00
Waleed 5cf60f6a41 fix(v2): give every collection one pagination contract and close four envelope holes (#6620)
* fix(v2): give every collection one pagination contract and close four envelope holes

A fractional `limit` reached Postgres as `LIMIT 2.5` and answered 500 on both
`GET /workflows` and `GET /audit-logs`: each list re-declared the param inline,
and these two copies lost their `.int()`. The same divergence left `limit`
validated five different ways and five collections emitting `nextCursor` while
accepting no `limit` at all, or accepting one and silently discarding it.

Adds `v2PaginationFields()` in `contracts/v2/shared.ts` — a bounded integer
`limit` and an opaque `cursor` — and adopts it across all 17 paged lists, so the
family cannot drift again. `/files`, `/logs` and `/tables` keep the truncate-and-
clamp leniency they published, now as an explicit named mode rather than three
hand-rolled copies.

Gives `/skills`, `/custom-tools`, `/secrets`, `/credentials` and `/knowledge`
real pagination using the existing cursor codecs: a keyset for the four whose
page comes from one ordered SQL read, and the offset cursor for `/skills`, whose
merge of the static builtin registry into DB rows cannot be expressed as a SQL
keyset. Each keyset sort now ends in a unique `id`; knowledge tie-broke on
`createdAt`, which cannot separate rows sharing a millisecond.

Two correctness fixes pagination forced: the secrets visibility filter moved from
a post-query JS pass into SQL, because trimming rows after the page is cut
returns fewer than `limit` while `nextCursor` claims more; and the skills list
stopped selecting the 50k-char `content` column only to discard it.

Also restores the canonical error envelope where it had holes: a malformed JSON
body returned a bare `{"error":string}` because the envelope was a per-route
opt-in only 8 of 77 routes remembered, and an unknown `/api/v2` path returned an
HTML 404. Both are now defaults — `V2_PARSE_DEFAULTS` on the builders and the two
raw routes, and a catch-all whose body is byte-identical to the rollout gate's so
an unknown path stays indistinguishable from an ungated one.

Consolidates the keyset paging block (`resumeKeyset`/`keysetPage` in
`list-query.ts`) that had been open-coded in six modules, and folds the bespoke
`InvalidWorkflowListCursorError` into the `OrchestrationError` every other list
already used.

Prevention: the contract sweep in `list-pagination.test.ts` now also asserts that
every paged list rejects a fractional `limit`, that every list query is
`.strict()`, and that the three clamping lists still truncate. The fractional-
limit assertion is what caught `/audit-logs`. Documented in
`.agents/skills/v2-api-conventions/SKILL.md`.

405 responses still carry no `Allow` header — Next.js generates those before any
handler runs. Recorded as a known gap.

* fix(v2): bind the offset cursor to the query state it counts positions in

An offset names a position in one exact sequence. `GET /skills` accepted a bare
`{offset}` cursor and applied it to whatever sequence the next request asked
for, so following `nextCursor` with a different `search`, `sortBy` or
`sortOrder` silently skipped rows, repeated them, or landed past the end and
returned an empty page while the cursor implied more.

Fixed in the codec rather than the route so the sibling could not keep the gap:
`decodeOffsetCursor` now takes a scope stamp and rejects a cursor minted under a
different one, which is what `decodeSortedCursor` has always done for keysets.
`offsetCursorScope()` builds the stamp from every param that filters or orders
the sequence; `limit` is excluded because it selects how much of the sequence to
return, not what the sequence is, so paging with a different page size still
works.

`GET /knowledge/{id}/documents` had the identical latent gap and gets the same
treatment — the compiler surfaced it as soon as the signature changed.
2026-08-12 09:08:00 -07:00
Waleed 47f143016e fix(docs): restore api-reference URL continuity and fix translated SDK bodies (#6617)
Two docs-only defects introduced by #5273 (`263e3ca67e`), which re-founded the
public API reference on the v2 surface.

1. Ten translated SDK snippets produce a deterministic 400.

The streaming example in the five translated `api-reference/typescript.mdx` and
`python.mdx` pages was repointed from `/api/workflows/{id}/execute` to
`/api/v2/workflows/{id}/execute` and nothing else was changed — fr/ja/zh
typescript.mdx are literally one-line diffs. `message` stayed at the body root.
That was correct against v1, whose route treats the whole non-control body as
workflow input, but `v2ExecuteWorkflowBodySchema` ends in `.strict()` and the
route parses before executing, so every copied snippet returns
`400 Unrecognized key: "message"`. The same commit fixed the English bodies to
`input: { … }`, so this is an oversight, not a decision. The ten fences now
match `en/api-reference/typescript.mdx:959` and `python.mdx:681`.

Not relaxing `.strict()`: it is deliberate house style across the v2 contract
and is what makes a typo'd option fail loudly instead of silently.

2. Thirty-two published operation pages 404 with no redirect.

Replacing the single v1 `openapi.json` with seven v2-only specs changes page
identity, because fumadocs derives every generated page as
`slugify(tag)/operationId` from the specs at build time. Re-deriving both sets
gives 52 old slugs and 128 new ones: 32 disappear and 20 keep their URL while
silently retargeting v1 -> v2 (`knowledge-bases/updateKnowledgeBase` also flips
PUT -> PATCH). All 52 are in the live sitemap — parsing `<loc>` from
docs.sim.ai/sitemap.xml gives 458 URLs of which 56 are `/api-reference/`: the
four static pages plus all 52 generated ones by name, including every one of
the 32 that die. They are 200 today under an allow-all robots.txt.

The spec swap itself is deliberate and CI-enforced (`check-openapi-specs.ts`
requires every published operation under `/api/v2/`), so restoring the v1
operations is not an option. The missing piece is the redirect map, in a file
that already carried 56 such rules from earlier doc moves.

`permanent: true` (308) is used only for a true 1:1 successor — same operation,
renamed. A 308 is cached indefinitely and effectively unrecallable, so anything
that collapses two pages onto one, changes the identifier model, or lands on a
merely adjacent operation is `permanent: false` (307). That splits 21/11.

Four destinations differ from the mapping proposed in review, each on evidence
from the specs rather than from the operation names:

- `workflows/getJobStatus` is not destination-less. The v2 queued-execution
  receipt (`QueuedWorkflowRun`) returns `statusUrl`
  `/api/v2/workflows/{id}/runs/{runId}`, so `workflow-runs/getWorkflowRunV2` is
  the successor poll target — far better than a generic landing page.
- The three HITL read operations go to `getWorkflowRunV2`, not to the resume
  page: `WorkflowRunStatus` carries a `paused` object with `contextId`,
  `pausedAt`, and `pauseKind`. Pointing a GET doc at a POST doc would be wrong.
- `human-in-the-loop/listPausedExecutions` goes to `listWorkflowRunsV2`, whose
  `status` filter includes `paused`.
- `tables/batchUpdateRows` is 307, not 308. v2 `updateTableRows` is "Update Rows
  by Filter" — the successor of v1 `updateRows` (PUT, predicate-based), which
  keeps its 308. v2 has no by-id batch update at all, so batchUpdateRows lands
  on a genuinely different operation.

3. A guard, so the map cannot rot silently.

`scripts/openapi/docs-redirects.test.ts` recomputes the generated slug set the
way fumadocs does and asserts no `/api-reference/` source shadows a live page
and every destination resolves. Nothing else in the repo reads docs URLs, so a
future spec regeneration would otherwise break the map with no signal. It needs
no wiring: `check-openapi.ts` already runs this vitest config.

The redirect array moves to `apps/docs/lib/redirects.ts` because the guard
cannot import `next.config.ts` — `createMDX()` runs the fumadocs-mdx generator
at import time, which made vitest emit an unhandled build error and warn about
false positives. The 56 pre-existing rules are byte-identical to before,
verified programmatically; `next.config.ts` keeps the same public shape and
Next's own `checkCustomRoutes` accepts all 88 rules.

Open question for the owner, larger than the redirects: all 82 `/api/v1`
route files survive on staging, so a live public API now ships with zero
reference docs, while the documented `/api/v2` surface returns 404 for any
caller outside the off-by-default `v2-api` flag cohort. Is that the intended
end state or transitional?
2026-08-12 01:49:59 -07:00
Waleed d1bc99a9c4 improvement(integrations): add Managed Agents templates and guard docs links (#6608)
* improvement(integrations): add Managed Agents templates and guard docs links

The Claude Managed Agents block shipped without templates or suggested
skills, so its integration detail page had nothing to offer and the
"Add to Sim" chat handoff was the only affordance. Add nine templates
and seven skills, each grounded in an operation the block actually
exposes.

Its docsLink also pointed at integrations/managed-agent while the page
is managed_agent, so the link 404'd. Five more blocks had the same
class of bug via a stale tools/ prefix. Nothing validated these,
because the catalog check only compares deployment fields.

Add that validation, and collapse the three copies of the docs-URL
contract onto one exported helper so the checker and the generator
cannot drift apart.

* fix(integrations): resolve docsLink once when checking the vendor allowlist

The stale-allowlist predicate read block.docsLink directly while the main
loop read the resolved link, so an allowlisted block that dropped its
explicit docsLink produced undefined from the optional chain, negated to
true, and was treated as still vendor-linked — the stale entry went
undetected.

Record vendor-linked types during the single pass that already resolves
each link, so both checks agree by construction.

* fix(managed-agents): name every integration a template's alsoIntegrations claims

alsoIntegrations is documented as the blocks a template's prompt
references, and it drives which catalog pages the template cross-lists
on plus the icon cluster on the detail page. Three prompts named a
service only implicitly, or not at all: the runaway stopper claimed
Slack without mentioning it, the PR reviewer said "pull request" rather
than GitHub, and the weekly report said "emails" rather than Gmail.

Name the service in each prompt so the field is accurate and the
templates surface on the right pages.

* fix(integrations): point every visible integration at Sim's own docs

Six blocks had a vendor documentation URL in docsLink — cursor, enrich,
enrow, google_groups, qdrant, and similarweb — which was accidental
rather than deliberate. Each already has a generated Sim page, and each
already carries the vendor's homepage on BlockMeta.url, so the vendor
link in docsLink only sent readers away from our own documentation.

Point all six at their Sim page and drop the allowlist that had been
tolerating them. Every visible integration gets a generated page, so a
docsLink outside docs.sim.ai is now always an error.
2026-08-12 01:31:47 -07:00
Justin Blumencranz a72457b9f5 fix(docs): preserve items response fields (#6587) 2026-08-11 19:43:58 -07:00
Waleed 9b9f4ee596 fix(v2-api): close three secret disclosures, make the surface consistent, and align docs with signatures (#6560)
* fix(v2-api): close two secret disclosures and align docs with signatures

Two P0 disclosures, five correctness bugs, and the standardization and
guard work that came out of auditing them.

**Secret disclosure — workflow version state.** `GET /api/v2/workflows/{id}/
versions/{version}` served the deployed graph unsanitized, so a read-role
workspace API key received plaintext block-password values and OAuth
credential ids. The sibling export route has always sanitized. Every other v2
response is protected structurally because the builder re-parses it, but this
field is `z.custom<WorkflowState>()` — a predicate that validates nothing —
which is why it survived earlier audits. Sanitization now lives in the use
case, secure by default, with a named `includeCredentialValues` opt-in that
only the session-authed deploy-preview route sets.

**Secret disclosure — MCP headers.** The internal list and update routes
returned custom `Authorization` headers verbatim to any read-role member;
headers are stored unencrypted. Values are now gated on write permission and
projected through one shared helper. The settings UI genuinely prefills from
them, so blanking outright would wipe headers on unrelated edits — write-only
headers plus encryption at rest are the follow-up.

Correctness:
- v2 execute ignored `X-Sim-Via`, resetting the call chain on every hop and
  defeating the recursion guard. Wired on both the keyed and anonymous paths.
- v2 knowledge search accepted `searchMode` and dropped it, silently serving
  vector-only results for a hybrid request, and allowed 50MB bodies where
  internal caps at 2MiB.
- v2 run cancel never released the plan concurrency slot and half-cancelled
  group runs; a group conflict now returns 409 instead of reporting success.
- v2 table row writes stamped no secret provenance, so the next internal read
  reported the whole page incomplete. `secretProvenance` is now required on
  the primitives, making the next omission a compile error.
- Folder conflicts and malformed paths returned 500; they are 409/404/400 now.
  `FolderPathError` splits from `FolderHierarchyError` so a corrupt stored
  tree stays a 500 and stays in 5xx alerting.

Standardization and documentation:
- `PUT /files/{id}/share` -> PATCH. The resource is not round-trippable
  (`hasPassword`, never the password), so merge-on-omission is the only
  implementable semantics.
- ~40 spec truthfulness fixes: a 410 the API cannot emit, eight 423s with no
  lock guard, ~30 reachable-but-undocumented 404/400/413s, and six inverted
  field claims. Eleven operations that always reject a workspace key now say
  so — four of them answer 404, so a workspace key was told the resource did
  not exist.
- `NAME_PATTERN` lost its `/i` through `z.toJSONSchema`, publishing 15
  patterns that reject names the runtime accepts. Every generated client
  rejected any capitalized table or column name, and two of the spec's own
  examples failed the spec's own schema.

Guards, so these classes cannot recur:
- `check:route-verbs` (new) cross-checks all 212 builder routes' exported verb
  and path against their contract. The builders only compare at runtime, so a
  half-done rename previously passed CI and 500'd in production.
- Example validation now runs against the published JSON Schema with formats
  on, covering 225 nodes instead of 100 — this is what caught the regex bug.
- The list-pagination sweep is union-aware and fails loudly on a schema it
  cannot introspect, rather than counting it compliant.

* refactor(v2-api)!: flatten the single-resource response envelope

BREAKING: 31 endpoints that returned `{ data: { <resource>: T } }` now return
`{ data: T }`.

This corrects drift, not a design decision. PR #5273 added skills, custom
tools, MCP servers, secrets, and knowledge nested while adding workflows,
files, and logs flat — and in the same commit wrote the `v2/shared.ts`
docblock declaring `single resource: { data: T }` is the standard. The nested
half appears to have been modelled on the v2 tables surface (#6067), which
landed twelve days earlier. Lists were already `{ data: T[], nextCursor }`, so
flat single-resource is what actually matches them; nesting made every client
destructure a layer that carries nothing.

Doing it now because the cost only grows: `v2-api` is still dark-launched, so
today this breaks no one. After GA it needs a deprecation window.

Payloads that carry real information were deliberately left alone — this was a
classification exercise, not a mechanical sweep. Unchanged: delete
acknowledgements (`{ id, deleted }`, `{ path, deleted, deletedItems }`), the
knowledge search envelope (which echoes query, knowledgeBaseIds, topK and
totalResults alongside hits), upload payloads carrying signed tokens and
transfer instructions, bulk-operation counts, `{ row, operation }` upserts,
named acknowledgement scalars (`{ dispatchId }`, `{ cancelled }`), and
`{ columns: [...] }` — a collection, where a bare `{ data: T[] }` would be
indistinguishable from the list envelope but without `nextCursor`.

Also flattened the two file-share responses, which were not in the original
survey: leaving them would have put one resource in two shapes on one path.
`GET /files/{id}/share` now returns `{ "data": null }` when a file has never
been shared.

No consumer is affected. Both SDKs touch exactly two v2 endpoints — execute
and run status — and both were already flat. No docs MDX, client hook, or
internal caller reads a changed response; Copilot table tools call the
application use cases directly rather than the HTTP surface.

The shared `v2FolderSchema` is untouched: every folder flatten was achievable
at the response site, which is itself evidence flat was the intended shape.

* fix(v2-api): close a third secret disclosure and make concealment coherent

**Secret disclosure — run snapshot.** `GET /api/v2/logs/{runId}` returned
`workflowState` straight from `workflowExecutionSnapshots.stateData`, which is
the workflow graph: `blocks[].subBlocks[].value` holds `password: true` field
values and `oauth-input` credential ids. Nothing on that path sanitized it, and
the field was typed `z.unknown()`, so the builder's response parse stripped
nothing. A read-role workspace API key could read plaintext credentials.

This is the third instance of one pattern, and the pattern is the finding: the
builder protects every response by re-parsing it, so the only fields that can
leak are the ones typed `z.unknown()` or `z.custom()`. Both prior disclosures
sat behind exactly such a field. The snapshot is now sanitized in the use case
and the field is typed object-or-null. An inventory of every remaining
`z.unknown()` in the v2 contracts is in the PR description; two carry data with
no projection behind them and are named there as follow-ups.

**Concealment was bypassable.** `createV2ResourceConcealmentPolicy` rewrites
resource-authorization failures to 404 so a caller cannot probe for existence.
Workflows and files applied it on every verb; tables and knowledge applied it
only on reads. A caller could therefore probe with PATCH, read the 403, and
learn the resource exists — the read-side concealment bought nothing. Nine
mutation sites now conceal, plus the three table-column verbs, which were
inconsistent with their own sibling sub-resources.

`lib/logs/api/route-policies.ts` was a second, divergent implementation that
sniffed `response.status === 403` and so also swallowed workspace-policy
denials the canonical helper deliberately preserves. It now uses the helper. A
third such sniff survives in the upload-control helper and is noted as a
follow-up.

Also:
- `DELETE /tables/{tableId}/rows/{rowId}` returned the bulk `{deletedCount,
  deletedRowIds}` shape while nine sibling single-resource deletes return
  `{id, deleted}`. It now matches them.
- Nine operations can 404 on an unknown folder path and did not document it;
  `createWorkflow` could 413 on an oversized folder tree and did not; getting a
  run can 409 when trace data was truncated and did not.
- `queryTableRows` documented a 413 it cannot emit and `resumeWorkflowRun` a
  423 with no lock guard anywhere in its path — the same un-producible-status
  class already cleared for 410 elsewhere.
- Execute's 409 description covered only the run-id case after the
  recursion-guard fix added a second cause, and named a code the route does not
  emit: the wire carries `error.code: CONFLICT` with the specific cause in
  `error.details.code`. `x-sim-via` is now a declared request header.
- Deploy and rollback published examples that were impossible: `isDeployed:
  true` beside `activeDeployment: null`, where the route computes the former
  from the latter.
- `afterRowId`/`beforeRowId` were published on row insert and silently dropped
  by the route, so a positional insert became a tail append.
- A generated document whose script fails permanently answered "still being
  generated, try again" forever; the underlying cause is now preserved.

* docs(v2-api): correct eleven false or misleading spec claims

Structural parity between contracts and specs is CI-enforced; semantic truth is
not. These are claims the spec made that the code does not honour.

Outright false:
- `DELETE /files/{fileId}` said it deletes "the stored bytes". It archives:
  the row is retained with a deletion timestamp and the bytes are never
  removed. Restore exists, but only on the internal API, so the description now
  says so rather than implying v2 offers it.
- Execute documented `409 EXECUTION_ID_CONFLICT` in three places. The wire
  carries `error.code: CONFLICT` with `error.details.code: RUN_ID_CONFLICT`;
  only v1 ever emitted the documented string.
- The files spec claimed every endpoint uses the canonical envelopes while
  `GET /files/{fileId}` returns octet-stream.
- The shared timestamp rule justified itself with a rendering claim that is
  false — 29 bare-form sites publish `format: date-time` identically. The real
  difference is runtime validation, so the rule now says that. It was softened
  rather than enforced: responses are re-parsed, so adding `.datetime()` to a
  field whose producer can emit a non-ISO string turns a working read into a
  500, and that could not be proven for all 29 without a much larger audit.

Misleading:
- The billing ledger silently defaults to a 30-day window, so a client
  paginating to `nextCursor: null` believes it has the whole ledger.
- Deleting a connector-backed knowledge document does not delete its chunks —
  the row survives as excluded and the embeddings remain.
- `listTables` said "all tables"; it is keyset-paged with a default limit.
- `GET /files/{id}/share` omitted the `data: null` never-shared case its own
  schema and example already declare.
- The share PATCH matrix omitted two hard 400s, so following it literally
  against a never-shared file fails.
- Five knowledge operations render a canonical folder path back and can 413 on
  an oversized tree without carrying the sentence that says so.

Also: the upload-control helper was a third implementation of concealment by
sniffing `response.status === 403`, which masks workspace-policy denials the
canonical helper deliberately preserves. It now uses the shared policy, so
those denials keep their 403. And the shared docblock's search-field
enumeration was presented as exhaustive while omitting two lists, and its
error-envelope claim omitted the two upload data-plane routes that emit a bare
`{error: string}` — both now carry the carve-out the CI allowlist already had.

* test(v2-api): align upload concealment test with cross-tenant-only semantics

#6557 narrowed `createV2ResourceConcealmentPolicy` to conceal only the three
cross-tenant authorization classes, deliberately letting a same-workspace
policy denial keep its 403 so the caller learns why. My test predated that and
asserted a workspace-key denial was concealed as 404.

Split into two cases that pin the distinction rather than paper over it: a
cross-tenant reach conceals, a workspace-key policy denial does not.

* fix(v2-api): accept the redacting log status and envelope the knowledge-search 413

The v2 log presenters parsed status against a five-value enum, but the
execution logger persists a sixth, redacting, while a finished run's output
is scrubbed. Any such row failed the response parse; on the list route one
row 500'd the whole page. The enum is now derived from
PersistedWorkflowExecutionStatus with a compile-time exhaustiveness
assertion, so a future status is a type error rather than a production 500.

POST /api/v2/knowledge/search declared maxBodyBytes without
payloadTooLargeResponse, so its 413 returned a bare string instead of the v2
error envelope. It now matches the sibling deploy/rollback routes.

* fix(uploads): restore archive extraction folder parity

Archive extraction into workspace files/ was rewritten onto the authorized
application-operation boundary, and three behavioral regressions came with
that move. Together they broke every archive containing a subdirectory, and
100% of copilot extract() calls (materialize-file always passes
rootFolderSegments: [baseName], and its catch only handles ArchiveError).

1. Non-canonical folder path. The extractor joined the folder segments with
   "/" and passed the result as `path` to createWorkspaceFileFolderOperation.
   That path reaches requireNonRootFolderPath -> parseFolderPath, which
   requires a leading "/" and byte-for-byte canonical per-segment encoding,
   so "bundle/data" threw FolderPathError before anything was written — and
   a folder name containing a space or a reserved character would still have
   thrown after merely prefixing a slash.

2. exactName: true. createWorkspaceFileFromBuffer was told to demand the
   exact leaf name, which sets maxAttempts = 1 and raises FileConflictError
   when the name already exists. The extractor's rollback then deleted every
   file written so far, so one colliding name destroyed the whole
   extraction. Reachable today for flat archives through the unzip action of
   POST /api/tools/file/manage. Restored to auto-suffixing via
   allocateUniqueWorkspaceFileName.

3. Wrong folder primitive. createWorkspaceFileFolderAtPath creates exactly
   one leaf, conflicts on an existing path, and requires the parent to exist
   already. The extractor never creates intermediates and caches by full
   path, so the first nested entry asked for a folder whose parent was never
   created. The correct semantics are ensureWorkspaceFileFolderPath: walk
   every segment, reuse what exists, create only what is missing.

Rather than bypass the operation boundary by calling the manager primitive
directly, this adds ensureWorkspaceFileFolderPathOperation — an authorized
application use case under files.folders.create that expresses "ensure this
whole chain exists" — and routes the extractor through it with raw decoded
segments, so no path string is built and no encoding can be malformed.

archive.test.ts previously mocked the folder operation and asserted the
broken shape (path: 'bundle'), which is why this shipped. The suite now
fakes the workspace-file store in memory while enforcing the real rules:
folder paths run through the production parseFolderPath family, the
create-one-leaf operation conflicts and requires a parent, and exactName
governs conflict vs auto-suffix. Nested, reuse, encoded-name, and collision
cases are covered and each fails against the pre-fix code.

* chore(files): tidy archive extraction cleanup

* fix(uploads): roll back folders archive extraction created

Extraction now materializes folders before uploading files, but the failure
path only deleted the extracted files — every folder the call created was left
behind. That is not cosmetic: `materialize_file` guards re-extraction by looking
up the root folder path and refusing when it has any child, so a half-extracted
nested archive turned every retry into "already extracted — delete that folder
first" until a human cleaned up the tree by hand.

The rollback must delete only folders this call actually inserted, never one it
reused: extracting into an existing path is normal (a sibling entry, an earlier
successful extraction), and deleting a pre-existing folder would destroy
unrelated user data. `ensureWorkspaceFileFolderPath` already distinguishes the
two while walking the segment chain, so it (and its application operation) now
reports `createdFolderIds` alongside the leaf id. The extractor accumulates
those ids in creation order and, on failure, deletes them in reverse — parents
are recorded before their children, so reverse order is deepest-first and a
parent is never removed out from under a child. Folder cleanup is best-effort
like the existing file cleanup, so a cleanup failure never masks the original
error.

* fix(billing): withhold the payer credit pool from v2 status readers

`GET /api/v2/billing/status` resolved the workspace's payer and projected
that payer's pooled allowances — credits used, credit limit, credits
remaining, and the payer entity's storage usage and quota — to any caller
holding only `read` on the workspace, including a personal API key. The
payer pool is shared across every workspace that payer funds, and the
platform already treats it as privileged: the workspace credit-availability
surface computes `canViewPayerPool` from `canManageWorkspaceBilling` and
substitutes member-scoped or null figures for everyone else. The new
versioned endpoint had no equivalent gate.

`credits` and `storage` are now projected only to a caller who may manage
the resolved payer's billing: the billed account holder of a personally
hosted workspace, an admin of the hosting organization, or a workspace API
key, which only a workspace admin can provision. The endpoint stays at
`read` so a plain member keeps the plan, period, and standing the workspace
UI already shows them, and an exceeded pooled limit still reports as
`limit_exceeded` without disclosing the numbers behind it. Both fields are
nullable on the wire and in the regenerated OpenAPI spec.

The decision lives in the application use case, resolved from canonical
workspace state, not in the route: billing authority is payer identity and
organization role, which the workspace permission ladder cannot express —
a plain workspace `admin` is deliberately not enough.

* chore(api): remove the unused public API route builder and dead endpoint labels

`withPublicApiRouteHandler` and 27 `ApiEndpoint` union members landed together
in #5273, but the v2 surface shipped on `defineV2JsonRoute` + `v2RateLimits`
instead. The builder had no production caller — only its own test — and the v2
rate limiter never reads an `ApiEndpoint` label, so those members were never
emitted to telemetry by symbol or by string literal.

Remaining members are exactly the labels a v1 route passes to `checkRateLimit`
or `authenticateRequest`. Drops the now-unreachable `hasZodUsage` branch from
the API validation audit; no ratchet metric moves (route total stays 1093).

* fix(billing): deny the payer pool to actor-less workspace API keys

The first pass gated `credits` and `storage` on billing authority for
personal API keys but let a `workspace_api_key` principal through
unconditionally, which left the excluded role a way back in. Any workspace
`admin` may mint a workspace API key, and a workspace `admin` is
deliberately not a billing manager, so an admin who reads `null` as
themselves could mint a key and read the full pool with it. On an
organization-hosted workspace that pool is the organization's, spanning
workspaces the admin has no standing in.

Billing authority is payer identity or an organization admin role — a
property of a person. A workspace API key is deliberately actor-less, so it
can never satisfy it and now reads both fields as `null`. Attributing the
key to its creator was rejected: it would launder the same workspace-admin
role, it breaks when the creator's authority is revoked while the key lives
on, and substituting a key's owner for the acting principal is what the
application operation boundary forbids. The reasoning sits in TSDoc at the
decision point.

The key keeps the plan, period, and standing it needs to monitor a
workspace, including `limit_exceeded` and `billing_blocked`. No in-repo
caller reads `credits` or `storage` from this endpoint. The payer storage
pool is now read only once disclosure is authorized, so a caller who may
not see it no longer triggers the query at all.

* fix(folders): bound the workflow folderId-branch path index reads

`createWorkflow` and `updateWorkflow` each resolve a folder two ways inside one
function. The folderPath branch goes through `resolveWorkflowFolderPath`, which
loads the path index with `maxRows: MAX_FOLDERS_PER_WORKSPACE`; the folderId
branch loaded it with no bound at all, issuing a `SELECT` over every active
folder row in the workspace. In `updateWorkflow` the unbounded read and the
bounded fallback sit thirty lines apart in the same function.

Passes the cap at both sites, matching the read sites that already opt in.
Exceeding it throws `FolderCollectionLimitExceededError` rather than truncating,
because a partial path index resolves real folder paths to `undefined` and
re-roots resources at the workspace root.

`maxRows` deliberately stays opt-in rather than becoming the default. Folder
creation does not refuse at the same ceiling on every path — `POST /api/folders`
goes through the `createFolder` name/parentId variant, which passes no
`maxFolderRows`, so the count guard in `executeCreateFolderAtPath` never runs
and a workspace can already hold more than `MAX_FOLDERS_PER_WORKSPACE` folders.
Defaulting the bound would make every path-index consumer throw for a state the
product allows to exist. Reconciling reader and writer is a separate change with
a user-facing limit, not a chore.

* chore(billing): tidy payer-pool concealment cleanup

* fix(api): reject an undecodable offset cursor on v2 table rows

GET /api/v2/tables/{tableId}/rows coerced an undecodable pagination cursor to
offset 0 and re-served page one. A client paging forward reads that as a fresh
first page and can loop over it forever. Every sibling v2 cursor list — logs,
files, workflows, workflow runs, workflow versions, workspace members, tables,
knowledge documents — already rejects with a validation error instead.

Extracts the offset-cursor decode both offset-paginated v2 routes had inlined
into `decodeOffsetCursor`, next to the existing `decodeSortedCursor`, so the
reject-don't-restart rule has one home.

* fix(api): restore v1 table error-response parity and stop internal message leak

The v1 table routes were rewritten to consume `lib/table/orchestration`
results, and two response behaviors drifted from what the live API returned.

Information disclosure: an unclassified failure's `outcome.error` carries
whatever text the fault happened to have. Drizzle wraps a throw raised inside
a transaction in an error whose own message is the failed statement and its
bound parameters, so `DELETE /api/v1/tables/{tableId}` and
`DELETE /api/v1/tables/{tableId}/rows/{rowId}` returned that verbatim in the
500 body to any API-key holder. Previously these returned a fixed generic
string.

Lost `lock` field: the 423 body used to be `{ error, lock }`. The delete,
row-delete, and column-update routes (v1 and internal) dropped the lock kind
the orchestration result already computes, leaving clients unable to tell
which lock to clear.

Both are fixed at one altitude: `orchestrationOutcomeErrorResponse` in
`app/api/table/utils.ts` is now the only way a table route projects an
orchestration failure onto the wire. It renders the route's fallback for an
unclassified failure and the real message for a classified one (validation,
not-found, conflict, locked keep their specific text), and carries `lock` on a
423. A future route cannot reintroduce either bug by hand-spelling the body.

Duplicate table names on `POST /api/v1/tables` keep answering 409 rather than
reverting to the previous 400. 409 is the correct semantic, and every other v1
duplicate-name surface (knowledge, files, workflow import) already answers 409;
the tables 400 was the outlier. v1 tables appears in no published OpenAPI
document and no in-repo client branches on the status, so the compatibility
cost is limited to a caller matching 400 specifically for a name collision.

* fix(skills): only reject a built-in name collision on an actual rename

The built-in-name guard ran on every update that carried a `name`, without
comparing it to the skill's current persisted name. Skills created before the
guard existed can legitimately carry a built-in's name (they simply shadowed
the built-in at read time), and the skill modal always submits the full object
including the unchanged name — so every save of such a skill returned 400 with
"The skill name ... is reserved by a built-in skill", with no way to fix it
short of renaming.

Move the guard in `updateSkill` to after the canonical row is loaded and run it
only when the submitted name differs from the current one. Creating a skill
with a built-in name, and renaming an existing skill into one, are still
rejected. The check stays in the shared orchestration primitive because that is
the only layer both the internal `/api/skills` adapter (via `performUpdateSkill`)
and `updateSkillUseCase` (v2 + Copilot) pass through, and it is where the
current name is in hand.

* chore(tables): tidy v1 error projection cleanup

* chore(skills): tidy collision guard cleanup
2026-08-11 16:41:27 -07:00
Waleed be5db68644 fix(agiloft): repoint the block at the alrest surface and fix EWLogin (#6562)
* fix(agiloft): make the block work, and align it with the REST documentation

The native Agiloft block could not authenticate against any instance. A
customer reported it; production traces for their workspace confirm every
failure mode verbatim. Fixing that exposed a second, larger problem, and a
per-endpoint audit against the full published documentation found the rest.

Authentication
- EWLogin sent only $KB/$login/$password as query parameters. A live instance
  answers `400 EWWrongDataException ... One has to specify $table, $KB, $lang
  parameters`. $table is required even though only $KB/$login/$password/$lang
  are documented. Parameters now travel in a form-encoded body, which the docs
  permit and which keeps the password out of URLs and access logs.
- The authentication scheme is read from the login response and trimmed;
  Agiloft returns it as "Bearer " with a trailing space.
- EWLogout was missing $lang.

Surfaces
- Record create, read, update, search and saved-search now use the endpoints
  that accept the token EWLogin issues; the legacy operations authenticate from
  inline credentials, which is what that surface expects. Nothing sends both
  forms at once — the documented 400 for doing so is what the original report
  had run into.
- EWSelect passes credentials in a POST body, one of the five operations
  documented to support it.
- Attachment retrieval uses the documented EWRetrieve endpoint, with
  filePosition rather than position, and no longer needs a login/logout pair.

Defects found in the audit
- remove_attachment reported zero on every call: its body is the EWREST
  assignment form but the route ran JSON.parse then Number(), yielding NaN.
- The EWREST parser could not read EWActionButton's documented response, which
  puts both assignments on one line.
- EWLock treated any 200 as success, including the documented
  {error, error_description} envelope, and invented an 'UNKNOWN' status.
- EWTable discarded the linked-field details, required flag and text field type
  it had asked for, making includeLinkedInfo inert.
- select_records had no result ceiling at all; both it and search now cap and
  report a truncated flag rather than reporting a capped length as a total.
- Optional string inputs rejected null, so a blank Page field failed validation
  before any request was made.
- Upsert treated the documented 202 async acknowledgement as a missing-ID
  failure, and returned no callback ID for the caller to poll.
- Every response contract required an output that the 401 and 500 paths never
  return.

Coverage added
- Table and field discovery (EWTable), upsert (EWUpsert), async status
  (EWAsyncStatus), natural language search (EWNLPSearch), action buttons
  (EWActionButton), the REPLACE_WITH_ANOTHER delete rule with its substitute
  records, $async on upsert, and <fieldName>$overwrite on attach.
- Reads with a named field list go through the search projection; an unfiltered
  contract record runs to roughly 184KB and swamps downstream agent context.
- Errors are readable: Agiloft wraps failures in HTML around a typed exception
  and an internal task id, and the JSON endpoints now request real status codes
  rather than a 200 the caller has to interpret.

Not implemented: $searchSQL and $operationHints=NOLOCK are EWRead/EWUpdate
parameters and those operations do not run on that surface here; EWQuestion,
EWHotlinks, EWOData, EWBroadcast and webhook registration have no documentation
beyond their names.

Verified against the published documentation, not against a live instance.

* fix(agiloft): give natural language search a sentence that paints

check:canvas-sentences failed: the nlp_search card resolved to nothing on an
untouched canvas, so it painted empty. Its only basic-mode field was the
long-input query, and the field list is advanced, so every segment dropped.

The sentence now leads with the knowledge base, matching the shape List Tables
already uses — both operations are knowledge-base scoped rather than
table-scoped, so it also reads more accurately.

* fix(agiloft): stop retrying refusals, and expose the outputs the new operations return

Five findings from review that had gone unanswered.

An Agiloft refusal was surfacing as HTTP 500. readAlrestJson throws when the
envelope reports success:false, the route catch mapped that to 500, and the
tool runner retries 500s — so a create the server had already rejected could be
retried and duplicate the record. Refusals now return a settled failure with the
message intact; genuine faults still 500.

list_tables could not run in its primary mode. EWTable is knowledge-base scoped,
but some instances reject EWLogin without a $table, so whole-knowledge-base
discovery failed at login with nothing to fall back to. It now says what the
caller can do about it rather than surfacing the raw login error.

Upsert corrupted structured values. Every field went through String(), so a
multi-value field collapsed into one joined string instead of the documented
repeated key/value pairs, and an object silently wrote "[object Object]" into
the record. Arrays now encode as repeated pairs and objects are refused, since
Agiloft documents no encoding for them.

Two outputs were invisible in the editor. `records` was conditioned on
search_records alone, so natural language search results could not be chained,
and `callbackId` on run_action_button alone, so a queued upsert's callback could
not be wired into Async Status even though both values exist at runtime.
2026-08-11 16:31:32 -07:00
Waleed 440a68bff9 improvement(audits): skip the sql-date-binding parse for files without drizzle-orm (#6554)
check:sql-date-binding Babel-parsed all 13,941 source files in apps, packages,
and scripts. A violation can only come from an `sql` tag resolved through a
`drizzle-orm` import, and both the static and dynamic resolvers match the
specifier as a string literal, so a file that never names the module cannot
produce one. Only ~590 files do.

Skipping the parse for the other 92% of bytes takes the audit from ~4.5s to
~0.8s and drops it out of the four slowest audits, taking check:audits from
6.0s to 5.3s wall and 38.0s to 32.9s serial. Output is unchanged.
2026-08-11 12:11:13 -07:00
Waleed 6fdb1459c4 fix(v2-api): standardization (#6542)
* fix(v2-api): stop leaking resolved secrets in logs and serving doc source

Two regressions shipped with the v2 API (#5273) where v2 diverged from the
v1 path it replaced, plus the hardening that fell out of auditing them.

**v2 logs bypassed secret redaction.** `getPublicLog` and `listPublicLogs`
called raw `materializeExecutionData`, while every other reader — v1 list and
detail, CSV export, `fetch-log-detail`, both data-drain sources — calls
`materializeExecutionDataForDisplay`, which applies the resolved-secret
provenance projection. Both v2 routes then serialize `traceSpans` and
`finalOutput` straight onto the wire, so unredacted secrets could reach the
public API. Swapped to the display projection and threaded the principal's
subject user into the read context.

**v2 file download served generation source.** `GET /api/v2/files/{fileId}`
streamed `file.key` raw. AI-generated docs store their generation source as
the primary file, so a raw download yields source text under a `.pdf` name —
a file the recipient cannot open. Generated docs now resolve to their compiled
artifact; ordinary uploads still stream and are never materialized, gated on
the recorded generation-source type rather than the extension. The resolve is
capped at MAX_RENDERED_DOCUMENT_BYTES, and a still-compiling artifact returns
a retryable 409 rather than a 500.

Also in this change:

- Reconcile the two v2 verbs that used PUT for PATCH semantics:
  `PUT /v2/knowledge/{id}` and `PUT /v2/tables/{tableId}/rows` are both
  all-optional partial updates. Breaking for API-key clients, but the surface
  is dark-launched behind the `v2-api` gate and no in-repo caller issues PUT.
- Close the OpenAPI coverage blind spot that hid two routes: contract
  discovery was a non-recursive read of the flat `contracts/v2/` directory,
  so a contract in a subdirectory — or beside its non-v2 siblings, which is
  where the uploads contracts live — escaped the gate. The sweep is now
  recursive over the whole contracts tree, and the two upload data-plane
  routes are named in an explicit allowlist with reasons and staleness guards.
- Extract `needsRenderedArtifact` so the "recorded type is authoritative,
  extension is fallback" rule has one home instead of being duplicated.
- Extract `DocCompileUserError` into a leaf module so recognizing it no longer
  drags `app/api/**` and `next/server` into application modules.
- Correct the stale pagination docstring in `contracts/v2/shared.ts` and pin
  the paged/full-set split in a test so it cannot drift again.

* fix(v2-api): absolute imports for the extracted doc-compile error

Review follow-up.

- Use the `@/lib/...` alias for `doc-compile-error` in the three modules that
  imported it relatively. The repo requires absolute imports, and having all
  four consumers share one specifier also removes any chance of two module
  instances resolving apart and breaking `instanceof`.
- Memoize the v2 list-pagination sweep. It re-imported the whole contracts
  tree once per test and timed out against the default 10s limit under load;
  it now sweeps once and declares an explicit timeout. Its failure message
  also still pointed at an enumeration in `v2/shared.ts` that this branch
  replaced with a pointer to the test itself.

* fix(v2-api): correct three inaccurate claims found in verification

None of these change behavior; each is a comment or test-config assertion that
was not true as written.

- The artifact resolver's TSDoc implied the byte cap prevents an oversized
  artifact being materialized. It does not: the artifact-store fetch is not
  streaming-bounded, so the bytes are resident before the ceiling rejects
  them. Say what it actually guarantees.
- `v2/shared.ts` pointed at per-contract documentation for the two lists that
  still filter in memory. Neither contract documents it, so name the two lists
  and what they do inline instead of pointing at a page that does not exist.
- The knowledge update contract said "every field of the body is optional";
  `workspaceId` is required. Narrow the claim to mutable fields.
- Scope the pagination sweep's extended timeout to the one test that pays for
  it, so a genuine hang in the other two surfaces in 10s rather than 60s.
2026-08-11 10:24:55 -07:00
263e3ca67e improvement(external-endpoints): v2 versions with clean signatures + updated docs based on openapi spec (#5273)
* v0.6.29: login improvements, posthog telemetry (#4026)

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

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

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

* fix(signup): fix turnstile key loading

* fix(login): fix captcha header passing

* Catch user already exists, remove login form captcha

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* docs(api): document the v2 execution surface

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Behavior this consolidates, previously true on only some paths:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Status changes, all deliberate:

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

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

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

---------

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Behavior converged, not preserved:

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

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

Also:

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

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

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

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

Review round 1 on #6154.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Route baseline 1064 -> 1061.

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

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

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

* feat(api): unify file and table transfers

* improvement(api): make multipart transfers stateless

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

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

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

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

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

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

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

* feat(api): add multipart knowledge document uploads

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

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

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

* fix(uploads): prevent multipart cleanup races

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

* feat(uploads): unify signed upload sessions

* fix(uploads): preserve attachment storage semantics

* feat(files): add authored file creation

* fix(uploads): omit hoisted S3 metadata headers

* feat(api): add file metadata endpoint

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

* improvement(api): scope folders to resource paths

* fix(files): serialize folder resolution with uploads

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

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

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

* improvement(uploads): persist multipart sessions in postgres

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

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

* fix(billing): unify chat usage source

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

* fix(logs): parse list trace spans

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

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

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

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

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

* fix(api): bridge resume queue visibility lag

* feat(api): add v2 workflow resume endpoint

* fix(api): project pending resume attempts

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

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

* improvement(api): unify v2 resource query layers

* fix(api): address v2 review findings

* fix(api): preserve cancelled queue status

* fix(api): guard cancelled job transitions

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

* feat(api): rename v2 executions to runs

* feat(api): split credentials and secrets

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

* improvement(api): consolidate public v2 route handling

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

* improvement(files): unify rename authorization

* chore(skills): add file operation migration guide

* improvement(files): consolidate file operation authorization

* improvement(files): extract shared operation foundation

* improvement(api): simplify internal route declarations

* improvement(files): centralize application authorization

* refactor(api): share workspace file name validation

* refactor(files): centralize copilot application calls

* docs(skills): generalize application operation migration

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

* improvement(api): centralize v2 resource operations

* fix(api): preserve custom tool conflict errors

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

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

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

* refactor(api): migrate v2 knowledge operations

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

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

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

* improvement(tables): centralize v2 application operations

* fix(tables): preserve run validation and signals

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

* feat(auth): add scoped internal executor delegation

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

* Include share status in file metadata

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

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

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

* improvement(api): harden application route boundaries

* fix(folders): reject creates at workspace cap

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

* fix(knowledge): enforce trusted workspace scope

* refactor(knowledge): declare v2 body lifecycle

* finish knowledge application migration

* refactor(knowledge): compose copilot batch commands

* fix(knowledge): parse connector query flags

* fix(knowledge): finalize partial batch effects

* fix(knowledge): align merged application boundaries

* fix(knowledge): close application boundary review gaps

* style(knowledge): satisfy branch biome checks

* fix(knowledge): page connector documents in editor

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

* refactor: enforce copilot table application boundary

* fix(tables): finish application boundary migration

* fix(tables): restore scoped copilot imports

* fix(tables): compose copilot commands atomically

* fix(tables): preserve workflow group scheduling

* fix(tables): complete fixed copilot composition

* fix(tables): reject enrichment output mutation

* fix(tables): complete authorized application boundary

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

* fix(workflows): migrate Copilot application boundary

* fix(workflows): finish delegated application migration

* fix(workflows): encode VFS folder aliases

* fix(workflows): close application composition gaps

* fix(workflows): preserve VFS validation errors

* fix(workflows): complete application boundary migration

* test(workflows): format canonical binding coverage

* fix(workflows): scope executor metadata reads

* fix(workflows): bind executor metadata targets

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

* feat(api): expose v2 resource owners

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

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

* feat(api): generate v2 OpenAPI from contracts

* fix(api): preserve string boolean wire defaults

* fix(api): document file download headers

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

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

* fix(api): document departed audit default

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

* feat(api): generate v2 OpenAPI from contracts

* feat(api): refine generated v2 OpenAPI docs

* fix(docs): align localized v2 execution examples

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

* fix CI regressions after staging merge

---------

Co-authored-by: Waleed <walif6@gmail.com>
Co-authored-by: Theodore Li <theodoreqili@gmail.com>
Co-authored-by: Siddharth Ganesan <33737564+Sg312@users.noreply.github.com>
Co-authored-by: Theodore Li <theo@sim.ai>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-11 05:45:25 -04:00
Theodore Li 5478a690cc improvement(setup): complete knowledge and update flows (#6521) 2026-08-10 23:38:47 -04:00
245ad1bd46 feat(workflows): new workflow block card, progress indicator, colors, dsl for natural language preview, retry configs (#6458)
* improvement(workflow): refine canvas interactions and rendering

* fix(workflow): keep outputs on the right, focus newly created blocks

Connection anchors: an output now always leaves a card from the right.
The cursor swell lets a drag start on any edge, but the left side is the
input, so anchoring an outgoing edge there drew a line out of the input
port and read as a second input. `normalizeCursorSourceHandleId` resolves
every drag to the right anchor, `normalizePositionedSourceHandleId`
collapses `source-left` alongside the legacy vertical anchors (so data
from the API, an older client, or a stale save self-heals on load), and
only the right-side source anchor is mounted.

Drops in `onConnectEnd` are always source -> target. The branch that
reversed the edge for a drag starting on an input could never run: the
`target` handle is `isConnectableStart={false}` and the positioned side
anchors are `isConnectable={false}`, so React Flow never reports an input
as a drag origin. Removed it and its now-unused imports.

A newly created block is centered once its node mounts and is measured,
so a card added from a drag-release, the block menu, or the toolbar is
never left off-screen or under the editor panel.

The editor panel's block icon uses the same type accent as the card's
badge instead of the block's legacy `bgColor`, which had left the panel
on the old per-integration brand colours.

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

* fix(workflow): floor header-only card height, adopt brand tag palette

The Start card intermittently collapsed after load, squashing the
action-menu tab so its icon row sat over the card.

`.workflow-drag-handle` is the host the border renderer measures, and both
it and the header row took their height from `blockHeight && blockHeight >
0`. `blockHeight` comes from the deterministic-dimensions pass and is
already floored at MIN_PAINTED_HEIGHT (48), but it is absent on the first
frames — and with no floor the host collapsed to its natural content
height (25.5px for a header-only trigger, exactly the title's line box).
The border builds its perimeter from `host.offsetHeight`, so that window
painted a sub-floor card: too little straight edge remained on the
vertical runs for the action-menu tab, which collapsed into the corner
arcs. Whether you saw it depended purely on whether the dimension publish
had landed, which is why it reproduced on one workflow and not another.

Floor all three: the host, the header row (so `items-center` centres the
title and type tag rather than pinning them to the top), and the border's
own `offsetHeight` read.

Also raise ACTION_MENU_CONTENT_READY_THRESHOLD to 0.9. At 0.8 the 24px
icon row was revealed while the swell had only reached 22.4px of its 28px
— shorter than the row it contains. Secondary to the above, but a real
overflow window on its own. The test now pins the ratio rather than the
constant.

Tag palette moves to fixed brand values (hex, not derived oklch) with two
inks — #F8F8F8 on dark fills, #1A1A1A on light. Tones are renamed to match
what they render. `green` (2.55:1) and `orange` (3.15:1) sit under WCAG AA
against their paired ink; both are deliberate brand decisions and are
documented in the component.

Deploy and Run take two new Button variants rather than className
overrides, so `tertiary` stays green everywhere else.

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

* improvement(workflow): polish workflow canvas interactions

* fix(workflow): restyle loop drop target outline

* fix(workflow): shorten human block catalog label

* fix(workflow): canonicalize realtime edge handles

* code cleanup

* sizing fixes

* improvement(blocks): sentencify every block

* change tebse

* improvement(workflow): land notes UI and execution progress, consolidate duplicates

Ports the notes canvas editing and execution progress-indicator work, then
removes the parallel paths it arrived with so each concern has one owner.

Fixes found while consolidating:

- Note height was measured while the card was expanded to NOTE_EXPANDED_WIDTH,
  where text re-wraps shorter, and published as the node's compact height. The
  collapse then animated to a height never measured at the compact width.
- The edge pulse glow filter used the default objectBoundingBox units, so a
  straight horizontal edge — what an auto-laid-out chain produces — resolved the
  filter region to zero height and stopped the glow rendering entirely.
- A subflow's inner Start pill still read isNodeSelected while its border read
  usesSelectedVisuals, so the two disagreed during execution.
- The Run/Stop button's disabled prop gated only Run while its handler cancelled
  unconditionally, offering a Stop the cancel route answers with 403.

Consolidated:

- One note editor. The view's built-in textarea was unreachable in production
  (the app always injects the markdown editor) and was kept alive only by tests
  asserting against it; renderContentEditor is now required.
- onBlur/onCancel collapse to onEndEditing — content persists per keystroke, so
  there was never a draft for a cancel path to discard.
- DEFAULT_NOTE_COLOR, the note height bounds, the note content reader and the
  card width each had two or three definitions; each now has one.
- Removed with zero consumers: graphite/graphiteSubtle button variants,
  data-subflow-selected, inputPlaceholderClassName, an effect that could never
  fire, and getNoteColorOption's unreachable fallbacks.

Restores the role='status' announcement the progress rewrite dropped, and hardens
isNoteColor against inherited Object keys.

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

* improvement(workflow): reuse the platform markdown editor in notes

Notes carried their own TipTap wiring — a second markdown editor that
reimplemented, more thinly, what `RichMarkdownField` already does for the skill
modal, skill fields and the deploy version description. It is now a ~20 line
skin: the Note supplies its type scale and per-colour selection tint, and the
field supplies the extension set, frontmatter held out-of-band, the round-trip
safety gate and its raw-source fallback, and markdown paste.

`RichMarkdownField` gains two additive props, both defaulting to today's
behaviour so the file editor is untouched: `surface` ('field' | 'bare') and
`proseClassName`. All three existing consumers pass an explicit `minHeight` and
no `surface`, so they take the original path unchanged.

Exiting the note editor moved to the card, because the editor's `/` and `@`
menus consume Escape to close themselves and ProseMirror checks `editorProps`
before plugin handlers — intercepting it inside the editor would have broken
both menus. The card now honours Escape only when nothing already consumed it,
which also let `onEndEditing` leave the injection contract.

The note editor is lazy now, matching every other consumer: it was pulling
TipTap and the full extension set into the canvas's initial chunk.

Also:

- One `areRunFromBlockDependenciesSatisfied`. The ActionBar, the canvas context
  menu and the run-from-block handler each carried a byte-identical copy, and
  the handler expressed the snapshot requirement differently, so the affordance
  and the action could disagree. Each copy also re-scanned `edges` once per
  incoming edge, on every ActionBar on the canvas.
- Reduced motion is one `usePrefersReducedMotion` in @sim/emcn rather than a
  sixth ad-hoc `matchMedia`. The edge pulse now stops rendering instead of
  hiding: `motion-reduce:hidden` is `display: none`, which left four SMIL
  timelines running per edge.
- The pulse glow bleed covers the canvas minimum zoom. The strokes are
  `non-scaling-stroke`, so the 6px tail spans 3/zoom user units — 30 at 0.1.

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

* improvement(workflow): port canvas styling from workflow-updates

Ports the 14 styling commits your colleague added since the last sync, leaving
the ~68 staging PRs on that branch alone — those are platform/core work, not
this. Cherry-picked individually rather than merged so each conflict was small
enough to reason about.

What came in:

- Core block colors unify behind a two-level map: block type -> semantic role
  -> accent, replacing the flat per-type table. Adds `purple` and `content`
  tones to ChipTag, and a shared `WorkflowTypeIcon` that replaces the
  hand-rolled ChipTag + accent lookup at each discovery surface.
- Native triggers take semantic colors; the deployments block moves to the
  shared Rocket icon and drops its now-unused `iconColor`.
- Running-state polish: loader artwork and position, stop hover in dark mode,
  the loader blended into the execution swell, and tooltips suppressed for
  actions that are hidden mid-run.
- The toolbar drag preview clones the rendered icon container instead of
  rebuilding a bgColor tile, so it matches what the canvas paints.
- The sidebar shows route-derived workspace identity instead of a skeleton
  while the full record loads.

Conflict resolutions worth knowing:

- The running-loader artwork went through the shared `Loader` and back to the
  custom SVG on their branch; the second commit is the intent, so that is what
  landed — keeping our `role='status'` announcement layered on top.
- Two commits carried the lucide-react -> in-house icon migration along with
  them. That migration is a staging change we have not taken, so our imports
  stayed on lucide: adopting it in two files would leave the icon set split
  across the app.
- `getMappedWorkflowTypeAccent` referenced a constant their refactor removed.
  It had no consumers left once the search modal moved to `WorkflowTypeIcon`,
  and their branch deletes it too, so it is gone here.

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

* feat(workflow): make the subflow Start swell a real connection source

Dragging an edge into whitespace opens the add-block picker, but starting that
drag from a loop/parallel Start pill did nothing: the pill's border swell was
visual-only. Regular blocks and the container's own exit mint a draggable
cursor handle from their swell; the pill rendered only its invisible 14px
static strip, so grabbing the glowing affordance started no connection at all.

Everything downstream already worked and was nearly unreachable:
- the drop hit-test skips subflow containers, so a release inside the loop
  opens the picker there (z 2000, above containers)
- handleToolbarDrop parents the new block into the container at the drop point
- it already carries the exact boundary rule for this source: a container
  start handle only wires to a child of that container

The pill now runs the same cursor-handle machinery as the container view, with
one deliberate difference: its temporary handle carries the branch-cursor form
of the start id. The plain cursor id normalizes by block type — for a
container that is `loop-end-source`/`parallel-end-source`, the exit — so a
swell drag from Start would have persisted as an edge leaving the container.
The branch form passes `loop-start-source`/`parallel-start-source` through
normalization verbatim on both the picker and direct-connect paths; a test
pins that contract.

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

* fix(notes): stop the field's prose classes recoloring bare-surface editing

Opening a note for editing shifted the text and turned it black: the
ProseMirror root unconditionally carried `rich-markdown-prose
rich-markdown-field-prose`, which pin the field's own ink and type ramp —
`--text-primary` at 15px/25px, then 14px/22px — overriding the card's
`text-current` at 14px/20px the moment the editor mounted.

`surface='bare'` means the host owns typography (the Note card mirrors its
rendered view via `proseClassName`), so on that surface the root now carries no
shared prose classes. The field surface is untouched. Edit mode inherits the
note colour's ink — including the caret — and sits on the same metrics as the
read view.

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

* fix(workflow): give the in-flight connection line contrast inside containers

The drag line was drawn but camouflaged: its default stroke was the
resting-edge grey (#e0e0e0), which disappears against a loop body's opaque
`--surface-3` fill (~1.1:1) — so dragging an edge inside any container, nested
included, showed nothing. The z-order was never the problem; the connection
line layer already sits above every node.

The default token is now `--text-muted`, one value with contrast on every
canvas surface, still lighter than the `selected` variant so the variant
hierarchy holds. No per-surface special-casing.

Resting edges inside containers share the same camouflage (`--workflow-edge` on
`--surface-3`) — left alone deliberately: recoloring placed edges is a design
decision, not a bug fix.

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

* fix(notes): match edit mode to the read view, and land the caret where clicked

Three defects, all from the read and edit views being built independently.

1. Blocks jumped up ~12px on entering edit mode. Streamdown wraps its output in
   a container carrying `space-y-4` plus first/last margin resets, which outrank
   the per-element margins in NOTE_COMPONENTS — so that wrapper, not those
   margins, is what the read view actually paints. The editor had no equivalent.
   The rhythm is now named (NOTE_MARKDOWN_FLOW), passed to Streamdown
   explicitly so a dependency upgrade cannot move the read view out from under
   the editor, and mirrored on the ProseMirror root. Tailwind's JIT only sees
   literal strings so the mirror cannot be composed from the constant; a test
   pins the two together instead, and fails if either side drifts.

2. The caret was barely visible: it inherited the note's 75%-opacity ink. The
   palette owns per-colour chrome, so it now names the caret alongside the
   selection tint.

3. The caret always landed at the document end. The read view sits under a
   full-bleed overlay that must swallow the click to enter editing, so the
   point never reached the editor and `autofocus: 'end'` was all that was left.
   The view now forwards that point and the field resolves it through
   `posAtCoords` on create — after the DOM is laid out, which `autofocus`
   cannot wait for. Keyboard activation carries no point and still lands at the
   end.

`autoFocusAt` is additive on the shared field and defaults to null, so the file
editor and the other three consumers are unchanged.

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

* fix(workflow): stop edges rendering behind top-level subflows

Containers are z-indexed by nesting depth, so a top-level subflow is 0. Edges
derived their z from their parent container — `+1`, or 0 with no parent — so a
root-level edge landed on exactly the same z as a root-level subflow. Equal
z-index falls back to DOM order, and React Flow paints the nodes layer after
the edges layer, so the container's opaque body won: any edge crossing a
top-level loop or parallel was drawn behind it, in-flight or persisted.

Edges now sit in their own band above the whole container scale and below
cards, keeping both the deeper-container-wins ordering and the rule that a line
always passes behind card chrome. This is why the edge became visible only once
a block was dropped: the new block is selected, and an edge inside the
container was already `containerZ + 1`, clear of the tie.

The in-flight connection line is declared in the same scale rather than
inheriting React Flow's stylesheet default of 1001, which is both below a
selected container child and outside the scale this file owns. Its stroke moves
to `--text-secondary`, the token the canvas already uses for an active edge —
the previous `--workflow-edge` grey is ~1.1:1 against a subflow body.

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

* feat(notes): paste and drop images through the workspace-file pipeline

Traced the file editor's image path end to end and reused it verbatim rather
than minting a note-specific source: insertImages -> useUploadWorkspaceFile ->
POST /api/workspaces/{id}/files/presigned -> direct-to-S3 PUT -> workspace_files
row -> the editor persists the workspace-scoped
/api/workspaces/{id}/files/inline URL, which the serve route authorizes by
workspace membership and the embedded-image-ref machinery already recognizes
for share rewriting and referenced-by-doc tracking.

The shared field gains an optional `uploadImage(file) -> {url, alt} | null`
capability. With it, image paste/drop uploads sequentially and inserts each at
the evolving position, mirroring the file editor's flow, with a bail if the
editor unmounts mid-upload; without it, the existing swallow-guard on file
drops is unchanged, so the skill modal, skill fields and version-description
consumers behave exactly as before. The upload mutation owns its own toasts.

The note host wires the capability with folderId null, so note images land in
the workspace Files root — visible, manageable and deletable there like any
other upload. The note read view renders images through its Streamdown
components map with the card's own sizing.

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

* improvement for notes, subflows

* fix(uploads): surface the server's message when a multipart upload is refused

A file over the 50MB direct-PUT threshold goes through multipart initiate, which
is where the storage quota is enforced — but the client threw away the response
body and reported `Failed to initiate multipart upload: Payload Too Large`. That
is the string the upload mutation puts in its toast, and it names neither which
limit was hit nor by how much, so the one place that answer surfaces didn't have
it.

It now prefers `errorBody.error` exactly as `getPresignedUploadInfo` already does
on the single-PUT path, and passes the body through as the error's details.
Control flow is unchanged: still throws, still `MULTIPART_ERROR`, and the
cloud-storage-absent branch above still claims its 400 first.

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

* fix(notes): restore GFM in the note read view

Streamdown's `remarkPlugins` prop REPLACES its default plugin list rather than
extending it, and remark-gfm is one of those defaults. The note passed
`[remarkBreaks]` — so the read view silently lost every GFM construct: task
lists, tables, strikethrough and autolinks.

The editor writes all of them (it has TaskList, TableKit and Strike), so a note
round-tripped through editing came back as raw source the moment editing closed:
`- [x] HELLO` rendered as a disc bullet followed by the literal text `[x] HELLO`.
`NOTE_COMPONENTS` has carried table/thead/tbody/tr/th/td entries this whole time
that could never fire.

Restoring the plugin is only half of it: remark-gfm marks a checklist
`contains-task-list` and emits a native checkbox, which under the note's generic
`ul` styling renders a checkbox sitting behind a disc bullet — the same defect
the editor had before the chrome/typography split. The read view now drops the
marker and indent for a task list, lays the row out as a flex line, and styles
the checkbox to match `.rich-markdown-nodes input[type="checkbox"]` declaration
for declaration, tick clip-path included, so the two views agree either side of a
click.

`remark-gfm` is now a declared dependency of the renderer package rather than one
borrowed transitively from streamdown.

Five tests cover the GFM surface — checked/unchecked boxes, no literal `[x]`, the
marker only dropped for checklists, tables, strikethrough — and four go red with
the plugin removed.

Checked the other three Streamdown call sites (Chat, the chat interface renderer,
the changelog): none override `remarkPlugins`, so none were affected.

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

* refactor(canvas): drop dead markers and share the tile-brightness maths

Review pass over the branch against staging.

Dead code removed:
- `tileIconColorClass` in the renderer package — never called; only its
  `isLightTileColor` sibling is.
- `data-connection-selector-search-frost`, `data-workflow-cursor-edge` and
  `data-workflow-cursor-source-side` — written on three elements, read by no
  stylesheet, selector or test.
- `CHIP_TARGET_SELECTOR_TYPES`, `MAX_CHIPS` and `chipPriority` were exported from
  `canvas-rows.ts` but only used inside it.

Consolidated the one real divergence: the renderer package carried a hand-copied
mirror of the app's perceived-brightness maths, because it may not import app
code. The copy had already drifted — it dropped the `white`/`black` keyword
handling, so a block shipping `bgColor: 'white'` would render a white
`currentColor` icon on a white tile on the canvas while every other surface drew
it black. No block ships one today, which is exactly why nothing caught it. The
function now lives in `@sim/utils/color` and both sides import it; only the
0.75 threshold stays local to each.

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

* refactor(canvas): share the z-scale, fix the preview's edge layering, and re-home strays

The preview canvas carried its own z numbers and had the collision the editor
canvas was fixed for: containers at nesting depth, top-level cards at an implicit
0, and edges at 0/5/10 by execution status — so a default edge tied with a
top-level subflow and painted behind it, while a success edge painted over
unselected cards.

The scale now lives once, in `@sim/workflow-renderer/canvas-layers`, and both
canvases read it. The preview keeps its status ordering, expressed inside the
shared edge band rather than as a second set of magic numbers.

Placement and duplication:

- `perceivedBrightness` moved to `@sim/utils/color`, with its unit test, and its
  consumers import it directly. It had been re-exported through
  `lib/colors/brightness.ts`, and the renderer package kept a hand-copy.
- `filterAcyclicEdges`/`wouldCreateCycle` were pass-through wrappers in the
  workflow store's utils over the real implementations in `@sim/workflow-types`.
  Deleted; the three consumers import the source.
- `lib/ui/glass-surface.ts` was a one-constant, one-consumer app-wide module, and
  its consumer then aliased it a second time. Collapsed into the navbar shell.
- `nested-subflow-node` was set on nested container nodes in both canvases with no
  stylesheet, selector or test behind it.

`packages/workflow-renderer` now has its own vitest config, so the four mount
tests for its components live with the components instead of in
`apps/sim/lib/workflows/**`. That immediately earned its keep: `apps/sim`
excludes test files from type-check, and once these were checked, tsc found three
`SubflowNodeView` renders being handed a `renderContentEditor` prop it does not
accept — a copy-paste from the note cases that had been silently ignored.

Verified: type-check 23/23, 21,143 app tests + 49 renderer + 147 utils, biome
clean, all 23 audits pass (`check:bare-icons` imported the moved helper and was
repointed).

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

* fix field noun bug + notes

* fix(notes): let a note service the canvas actions the panel editor cannot

The panel editor clears any note put in front of it and renders nothing, but the
block menu still routed Rename and Open Editor through it.

Rename latched the editor's rename state onto the note — `handleStartRename`
reads the store directly, so it saw the id the menu had just set — and nothing
reset it when the clear ran. `handleSaveRename` writes to `renamingBlockIdRef`,
so the header went on showing a rename field over whatever was selected next and
saved that name to the note. Open Editor was a plain no-op that opened an empty
pane.

Rename now goes to the card, which expands and opens its own title — the same
menu-to-card routing Add Image already used, so both events now live in one
`lib/workflows/notes/canvas-requests.ts` and `add-image.ts` keeps only its
markdown concern. Open Editor is hidden for notes.

The panel editor also drops any rename whose block stops being the selected one.
That is belt-and-braces for notes now, but it closes the same hole for ordinary
blocks, where only the input's blur ended a rename and blur only fires if it held
focus. A rename interrupted that way is now discarded rather than left pending.

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

* feat(canvas): author sentences for Snowflake and Mintlify, repoint Instagram's

Staging's two new integrations shipped without a `canvasPresentation`, so their
39 operations painted the field rows the rest of the canvas has stopped using.

The Instagram break is the more interesting one: staging renamed the insight
metrics subblock `metrics` -> `insightMetrics` while this branch was adding
sentences that named `metrics`. Both hunks merged cleanly — the union check
reports the file as an exact union — and the result was two clauses pointing at
a field that no longer exists, which resolves to nothing with no error and no
log. Only `check:canvas-sentences` sees it.

Two Snowflake sentences say something the block does not do, so they anchor
elsewhere: `taskName` filters `list_task_runs`/`get_task_run` rather than keying
them, and `table` filters `introspect_schema` — blank means "every one", not "not
filled in yet", and a core chip would have claimed otherwise.

Coverage is back to 4727/4727 operations across 321/321 blocks.

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

* fix(canvas): keep the block-type tag naming its type after a rename

The header tag dropped its label whenever the block's title already said the
same word, so the same block read two ways depending on nothing the user did
deliberately: a freshly dropped Wait showed a bare icon, and its second copy —
auto-named "Wait 2" — showed "Wait". The tag looked like a badge that appeared
on rename rather than a fixed part of the header.

It now always names the type, which is what loop and parallel containers already
do with their own tag, so every card on the canvas reads the same way.

`blockName` was only ever read for that comparison, so the prop is gone rather
than left behind for a future reader to wonder about.

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

* fix(deploy): compare edge handles by port, not by spelling

Two places answer "does this need redeploying?" and they load their sides
differently. The client diffs the live store against `/api/workflows/[id]/deployed`;
the server diffs the normalized tables against the version's raw jsonb. Only
some of those paths run handles through `loadWorkflowFromNormalizedTables`, so a
snapshot holding a side-anchored id (`source-right`) met a canonical one
(`source`) on the other side and the set comparison read it as every edge being
removed and re-added.

Each answer therefore differed, and they arrive on separate query timelines: the
button reads the client's, the modal badge reads the server's, so the state
flipped between Live and "Update deployment" with whichever query landed last
until both settled.

`normalizeEdge` now canonicalizes both handles, so the comparison cannot tell
two spellings of one port apart no matter how its inputs were loaded. The
existing normalization in `materializeDeploymentState` stays — that path also
feeds React Flow, which needs the handle it mounts to match.

The preview's error port had the mirror problem: it rendered for every
non-trigger block regardless of `errorEnabled`, so a card with no error row grew
a red knob anyway. It now gates the way the editor canvas does, keeping the port
mounted when an error edge already leaves it so React Flow cannot drop that edge.

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

* fix(deploy): stop counting the error flag twice in change detection

`errorEnabled` has two homes. It persists inside the block's `data` jsonb — the
realtime server `jsonb_set`s it there, and load mirrors it back onto the block as
a field — so it reached the diff twice, and only some paths populate the copy.

`setBlockErrorEnabled` writes the mirror alone, so right after toggling the port
the live block said `errorEnabled: true` with `data.errorEnabled: false`, while
the snapshot the deploy had just taken from the tables said true in both. The
diff read the stale `data` and reported the workflow as changed the instant it
finished deploying — then a state refetch rehydrated the block and it agreed
again. That is the flip between Live and "Update deployment": the button and the
modal read two different queries, so each landing swapped the answer. A block
created in-session had the same shape from the other side, its `data` carrying no
key at all against a persisted `false`.

Excluded from `normalizeBlockData` alongside the other fields that are duplicated
out of the block's own state. The block field is still compared on its own, with
`!!`, so absent and `false` agree and turning the flag on is still a change.

Fixing the store to write both homes was the other option and is not taken:
nothing reads the in-memory `data.errorEnabled` (save and load both let the block
field win), so it would add a second copy that only the diff could see — which is
the shape of this bug, not its fix.

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

* refactor(blocks): give the error-output flag a column instead of two homes

`errorEnabled` had no column, so it persisted inside the block's `data` jsonb
and was mirrored onto the block as a field on load. Every writer had to route
its `data` through `withPersistedErrorEnabled` or silently drop the toggle, the
realtime op `jsonb_set`, and change detection saw the same value twice — which
is what made the deploy badge flip between Live and "Update deployment" after
toggling the port.

Its siblings — `enabled`, `horizontal_handles`, `advanced_mode`, `trigger_mode`,
`locked` — are all boolean columns; `data` is for React Flow and subflow state.
The flag belongs with them, so it now has `error_enabled` and one home. The
shuttle helper, its `BlockData` mirror, the store's fallback read, and the
comparison exclusion the duplication forced are all gone.

Backwards compatibility, since released versions draw the error port with no
toggle in front of it: a block already wired to an error edge HAS the output on,
because there was no other way to draw that edge. That rule is now stated in
three places and none may be narrowed to read the flag alone —

- the migration backfills `error_enabled` from the edges, so live rows are true
  before any new code reads them;
- `materializeDeploymentState` derives it for a version's frozen jsonb, which the
  migration cannot reach — otherwise every workflow deployed before the toggle
  would ask to be redeployed once;
- `workflow-block.tsx` keeps it at render time for states that reach the canvas
  through neither (imports, copilot edits), where unmounting the port would make
  React Flow drop the edge leaving it.

The migration also moves any `data.errorEnabled` a developer created on this
branch onto the column and strips the key; both statements match zero rows in
production, where it never shipped.

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

* fix(canvas): realign the Snowflake and Dynatrace sentences with staging's blocks

Both breaks are the class the union check cannot see: separate hunks of the same
file merged cleanly, and the result names fields that no longer exist. A sentence
that does resolves to nothing, with no throw and no log.

Snowflake's rewrite (#6474) moved database, schema, table, warehouse and
procedure onto canonical selector pairs, so seven clauses anchored on ids that
are gone. Each now names both members of its pair, which is also what keeps the
card readable for someone working in advanced mode. Its nine new operations have
sentences.

Dynatrace (#6463) scoped the mute reason to the operations that mute, because
unmuting accepts exactly one — so the two unmute sentences were asking for a
field their card no longer shows. They drop the clause.

Coverage is 4736/4736 operations across 321/321 blocks.

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

* fix(api): drop the block-data error flag from the workflow contract

Left behind by the consolidation: the flag no longer lives in `data`, and a
schema that still declares it there invites the mirror back through the wire.

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

* fix(deploy): compare edge handles by port, so a falsy one cannot read as changed

`loadWorkflowFromNormalizedTables` now runs handles through the canonicalizer,
which falsy-coalesces — so an edge persisted with `sourceHandle: ''` loads as no
handle at all. The server diffs that against the deployment version's raw jsonb,
which still has `''`, and the set comparison reads one edge as removed and
another added. Every workflow holding such an edge would ask to be redeployed
the moment this ships, for nothing. Two write paths use `?? null` rather than
`|| null`, so `''` is reachable.

Canonicalized inside `normalizeEdge` rather than at either call site: the two
sides are loaded by different paths and only some of them normalize, so the
comparison has to be unable to tell two spellings of one port apart however its
inputs arrived.

This is the change reverted in 066e18ac28. That revert reasoned only about
side-anchored ids, which are genuinely unreachable — it missed that the same
coalesce collapses the empty string, which is not.

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

* fix(deploy): keep ignoring the error flag's old home in block data

Deploying never converged: the badge asked to redeploy again the moment it
finished, forever.

The flag lived in `data` before it had a column. `0287` moves it, but a migration
only reaches the live tables — every deployment version already written is frozen
jsonb that keeps the old key. The wire schema no longer declares it either, so Zod
strips it from the live state on its way to the client. So the two sides of the
check genuinely differ: live `data: {}` against a snapshot's
`data: {errorEnabled: false}`, reported as `data.errorEnabled` changed. Deploying
cannot fix that — the next snapshot is taken from rows that still carry the key.

Confirmed against a real stuck workflow: 18 versions, both blocks reporting
`data.errorEnabled`, and the same two states comparing equal with this restored.

Removing the exclusion in 7934df7f88 assumed the migration could reach every copy
of the value. It cannot reach a frozen snapshot, so the comparison has to keep
tolerating the old key regardless of where it survives. The block field is still
compared on its own, with `!!`, so the flag itself is not ignored.

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

* revert(deploy): stop tolerating a block-data shape that never shipped

The flag's stint inside `data` began and ended on this branch: `main` and
`staging` have zero mentions of `errorEnabled`, and `ci.yml` gates every deploy
job on a push to main/staging/dev, so opening a PR deploys nothing. No released
version ever wrote the key, which means no production row and no production
deployment snapshot can hold one.

That makes the exclusion permanent code apologizing for a shape that cannot
reach the database it defends. Migration 0287 already strips the key from the
live tables, which is where a one-time data fix belongs; in production it matches
zero rows, and on a developer database it makes the next deploy write a clean
snapshot.

Reverts 5ece9f9e7e. That fix was correct about the mechanism and wrong about the
scope: it read a local database as evidence about production.

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

* improvement(canvas): retract bystander cards during a run, slant the sweep mark

Two things about a running canvas.

A run pinned every card's action bar open and suspended every card's hover on
top of it, so the canvas became a wall of open swells that could neither retract
nor respond to a pointer — and the `isWorkflowRunning && !isRunning` hover
treatment already written for those cards was unreachable. Only the card that is
actually running is pinned now; the rest behave as they do at rest, which is what
makes hovering one bring its bar up again.

The sweep's filled slot painted a full 24px square. It now paints a slanted band
across the slot, as a hard-stop gradient rather than a `clip-path` — the two end
slots already carry one for the swell silhouette and a second would have to win a
specificity race with it. The stops hold `--surface-2` exactly, so only the shape
changes. Each variant is spelled out because Tailwind's JIT reads literal class
strings and a composed `hover-hover:${FILL}` compiles to nothing.

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

* improvement(canvas): fill the running sweep one way, and tighten its mark

The sweep drained back to empty after each pass, which reads as undoing the
progress the block is making. It fills left to right and starts over. The
direction flag goes with it — the state is just the count now.

The slanted mark also sat too far off its neighbours. Slant and tightness trade
against each other here: the transparent wedge has to be at least as wide as the
edge's horizontal travel, or the cut clips a corner instead of crossing the slot.
Leaning 7° off vertical instead of 17° travels 2.9px across the 24px slot rather
than 7.3px, which brings the wedge in from 26% to 12% — 3.2px a side against
7.8px, so the gap between marks drops from ~17.6px to ~8.4px with the slant
still crossing cleanly.

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

* improvement(canvas): fill the running bar once, edge to edge

The sweep restarted from empty every time it filled, so the bar kept re-running
ground it had already covered. It fills left to right once and holds.

The mark also sat inset in its slot, which put a gap on both sides of every join
and made the row read as separate chunks instead of one bar. It now spans its
slot edge to edge, leaving only the row's own `gap-[2px]` between marks, and
takes its weight off vertically instead: `bg-clip-content` with symmetric padding
paints a 10px band inside the 24px slot without changing the slot's size, so the
swell measured around it does not move. `--surface-2` is untouched.

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

* improvement(canvas): paint the running bar as right-leaning uprights

The fill read as a row of horizontal slabs. Each filled slot now paints one
narrow upright bar leaning right, so a run fills as `/ / / /`.

Geometry, since the two constraints fight: leaning the edge 15° off vertical
carries it 4.3px across the bar's 16px height, so the transparent margin has to
stay above 15% or the cut clips a corner instead of crossing top to bottom.
38%/62% leaves a 7px bar with room to spare. Height comes from `bg-clip-content`
plus symmetric padding, which does not change the slot's own size, so the swell
measured around it stays put. `--surface-2` is untouched.

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

* improvement(canvas): pitch the running hatch to the row, not to one bar a slot

One bar per 24px button left the rest of the button empty, so the marks
inherited the button grid's rhythm and sat ~19px apart — a row of isolated ticks
rather than a loader.

The fill repeats now, at a pitch that divides the row's own rhythm: a slot plus
its `gap-[2px]` is 26px, so a 13px horizontal pitch puts exactly two bars in
every slot and stays in phase across the gaps, including the 40px end slots.
Bars land every 13px with a uniform 6px between them, whatever the run's length.

Stops are measured along the 105° axis rather than horizontally, so they carry
the `sin(105°)` factor: a 7px bar on a 13px pitch is 6.76px on a 12.56px period.

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

* fix(canvas): paint the running hatch once across the row, not per slot

The bars came out bunched in some places and spread in others. Per-slot
backgrounds cannot avoid that: each button starts its own gradient at its own
origin, so the phase resets at every slot — and the end slots are 40px against
the others' 24px, so the resets are not even uniform. Three passes of tuning the
stops were all chasing a constraint the approach could not satisfy.

The hatch is now one element spanning the row, so there is one gradient and one
phase. It sits behind the buttons and grows by width: the run/stop button keeps
an opaque fill while running and masks the part growing underneath it, and every
other slot is transparent mid-sweep so the hatch reads through. The slots no
longer paint anything themselves, and the per-slot filled flag goes with them.

`--surface-2` is unchanged; only where it is painted moved.

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

* improvement(canvas): close the running hatch's gaps

The hatch ran a 50/50 duty cycle — 6px of fill to 6px of air — which read as
sparse. It now runs 8px to 3px.

Both stops are measured along the 105° axis rather than horizontally, so each
carries a `sin(105°)` factor; the note records that, and that closing the gap
further is a matter of moving the first stop toward the second.

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

* fix(emcn): drop the brand highlight from popover menus (#6506)

Context menus opted into a palette of their own — `variant='secondary'` for a
brand-blue row highlight and `colorScheme='inverted'` for a dark card — so the
canvas, block, toolbar, terminal, sidebar, and preview menus looked nothing like
the menus everywhere else in the product.

Removes both overrides so they inherit the same surface, border, and
`--surface-active` highlight the terminal's overflow menu already uses, and drops
the brand state from the Popover itself along with the `variant` prop that only
ever selected it. One fewer way to style a menu.

* feat(executor): opt-in per-block retry (#6505)

* feat(executor): opt-in per-block retry

Adds a per-block retry policy, off by default, surfaced in the editor's
additional-fields disclosure alongside the block's other advanced settings.

A block that opts in replays its handler while tries remain, then rethrows the
final error so the error port behaves exactly as it does for a block that never
retried — retrying only delays the existing outcome, never changes it. Retry is
deliberately indiscriminate about the failure, since there is no reliable way to
tell a transient error from a permanent one and classifying would silently do
nothing for the generic errors people turn it on for. Only throws that are not
failures are excluded: a deliberate stop, a child workflow whose own blocks
already ran their policies, and the block types whose throw is control flow
(human-in-the-loop, sentinels, subflow containers, notes, triggers).

Eligibility lives in one predicate read by both the editor and the executor, so
a block can never keep retrying after an edit that hides its control.

`retry` is a nullable jsonb column; NULL means "runs once", which is how every
existing block already behaves, so the change is inert until someone opts in.
Bounds are clamped on read rather than rejected, so a value written before a
bound moved still resolves to something runnable.

Also decouples the additional-fields disclosure from `block.advancedMode`. That
flag decides which member of a canonical pair serializes, so opening the
disclosure used to be able to drop a block's configured credential. Expansion is
now view state; the stored flag is no longer written by the editor.

Retried blocks report their try count on the trace span, shown in log details.

* fix(realtime): allow the write role to persist a block retry policy

`update-retry` was added to the protocol but not to the write-role allowlist, so
the editor applied the change optimistically while the server dropped it and the
policy never reached the database.

Adds a test asserting the write role holds every per-block operation the protocol
declares, so the next block setting cannot repeat this silently.

* fix(editor): keep a retry number field's value when it is blurred untouched

Committing on blur normalized the draft unconditionally, and an untouched field's
draft is null — which normalizes to the default. Focusing and leaving Max tries
silently reset a configured 5 back to 3.

* improvement(canvas): close the running fill to solid, slant its leading edge

Gaps gone entirely: the bar is one solid fill now.

The slant moves onto the growing edge, because a repeat with its gaps closed has
no edges left to show. 4px of run across the 16px height is the same 15° lean the
bars carried, so the fill still leans right — it just leans at its front instead
of throughout.

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

* improvement(canvas): return the running fill to the squares' rhythm, sheared

Marks are 24px with the row's 2px gap after them again — the geometry the slots
carried before any of this — so they land where the squares did. The shear is
the only thing that is new.

It stays on the single spanning element rather than going back to per-slot
backgrounds: one gradient means one phase, which is what lets the 24/2 rhythm
hold across the 40px end slots instead of resetting at every boundary.

Stops are measured along the 105° axis rather than horizontally, so both carry a
`sin(105°)` factor: 24px of mark is 23.18px of stop, and the 26px pitch is
25.11px of period. Writing 24/26 directly renders ~3.5% wide and drifts out of
the squares' rhythm across the row.

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

* fix(canvas): trim the running fill to the swell's tapered end

The fill ran off the block. The row is a rectangle but the swell is not — its
last slot cuts a diagonal so the shape narrows toward the top, and a rectangular
overlay therefore painted past the gray edge up there while still sitting inside
it at the bottom. The per-slot version never showed this because each button's
own clip contained its fill; moving the paint onto one spanning element took that
containment away with it.

The overlay now carries the same taper, read off that slot's own path: 16.67px in
from the row's right at the overlay's top, 3.33px at its bottom, a slope of 20/24.
Only applied to the swell variant, which is the shape that tapers.

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

* fix(canvas): stop the handoff highlight pinning a bystander's toolbar open

Dropping `isWorkflowRunning` from `forceOpen` was not enough: it also read
`usesSelectedVisuals`, which is `isNodeSelected || isExecutionHighlighted`, and
the handoff highlight covers the block feeding the running one. So the upstream
card kept its bar down for the whole run — the wall of open swells this was
supposed to end, one card smaller.

Those are two different questions. `usesSelectedVisuals` still drives the
TREATMENT — the graphite silhouette and `data-node-selected`, so the eye can
follow the baton — while whether the toolbar is pinned open now keys off
selection alone.

The container keeps `isRunning` by itself. Selection was never a pin there, and
its own tests hold it to opening on hover.

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

* fix(realtime): refresh the error flag on a block upsert

`BATCH_ADD_BLOCKS` wrote `errorEnabled` on insert but left it out of the conflict
clause, so re-adding an existing block id kept whatever the row already held
while every sibling flag — enabled, advancedMode, triggerMode, retry, locked —
was refreshed from `excluded`. The client's value was silently discarded and the
old error-output state came back on the next load.

Mine: the insert side gained the field when the column landed and the conflict
set did not.

The other two block writers delete before inserting, so no stale row survives
them; this upsert was the only path that merged into one.

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

* update loader animation

* change the loader

---------

Co-authored-by: andresdjasso <andresdjasso@users.noreply.github.com>
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Waleed <walif6@gmail.com>
2026-08-10 19:21:32 -07:00
Theodore Li 56910c002e feat(embeddings): add OpenRouter support (#6396)
* feat(knowledge): add OpenRouter embedding fallback

* fix(knowledge): preserve successful embedding batches

* feat(embeddings): add OpenRouter provider

* fix(knowledge): bill only platform embedding tokens

* test(embeddings): include OpenRouter provider

* feat(embeddings): load OpenRouter model catalog

* fix(embeddings): preserve legacy provider default

* fix(embeddings): batch OpenRouter requests

* fix(embeddings): reset stale OpenRouter model
2026-08-10 15:15:18 -04:00