diff --git a/.github/scripts/http-e2e.sh b/.github/scripts/http-e2e.sh index 381c2006049..865880e14e4 100755 --- a/.github/scripts/http-e2e.sh +++ b/.github/scripts/http-e2e.sh @@ -203,6 +203,10 @@ case "$group" in export REDIS_URL=redis://127.0.0.1:6379 export NEXT_PUBLIC_FORCE_HOSTED=false export COPILOT_TOOL_PERMISSIONS_ENABLED=true + export KNOWLEDGE_MEMBER_ACCESS=true CREDENTIAL_GROUPS=true ACCESS_CONTROL_ENABLED=true + export NEXT_PUBLIC_ACCESS_CONTROL_ENABLED=true NEXT_PUBLIC_ORGANIZATIONS_ENABLED=true + export MSHIP_SEARCH_INTEGRATION_TOOLS=true + bunx --no-install playwright install --with-deps chromium export INTERNAL_API_SECRET=desktop-inbox-http-ci-local-secret-at-least-32-characters export DB_TX_TRIPWIRE=throw start_app desktop-inbox 3019 'desktop executor' record-http-status @@ -212,6 +216,16 @@ case "$group" in DESKTOP_INBOX_E2E_AUTH_SECRET="$BETTER_AUTH_SECRET" \ DESKTOP_INBOX_E2E_REPORT_PATH="$report_dir/desktop-inbox-http-report.json" \ bun run test:desktop-inbox:e2e + ASSISTANT_ACTIONS_E2E_BASE_URL="$local_app_url" \ + ASSISTANT_ACTIONS_E2E_DATABASE_URL="$DATABASE_URL" \ + ASSISTANT_ACTIONS_E2E_AUTH_SECRET="$BETTER_AUTH_SECRET" \ + ASSISTANT_ACTIONS_E2E_REPORT_PATH="$report_dir/assistant-actions-ui-report.json" \ + bun --no-env-file scripts/test-assistant-actions-e2e.ts + ORGANIZATION_SEARCH_E2E_BASE_URL="$local_app_url" \ + ORGANIZATION_SEARCH_E2E_DATABASE_URL="$DATABASE_URL" \ + ORGANIZATION_SEARCH_E2E_AUTH_SECRET="$BETTER_AUTH_SECRET" \ + ORGANIZATION_SEARCH_E2E_REPORT_PATH="$report_dir/organization-search-ui-report.json" \ + bun --no-env-file scripts/test-organization-search-e2e.ts ;; project-files) diff --git a/apps/desktop/e2e/source-connect.spec.ts b/apps/desktop/e2e/source-connect.spec.ts index 00fb7bc498f..2afbc38d1b5 100644 --- a/apps/desktop/e2e/source-connect.spec.ts +++ b/apps/desktop/e2e/source-connect.spec.ts @@ -94,6 +94,7 @@ test('source authorization returns to its desktop screen and refreshes live', as json({ credentialGroup: null, availableProviders: [], + assistantProviders: [], availableMcpConnectors: [], canManage: false, indexingAvailable: true, diff --git a/apps/docs/components/docs-layout/docs-sidebar.tsx b/apps/docs/components/docs-layout/docs-sidebar.tsx index 252cdb604a1..d8e6a657a3c 100644 --- a/apps/docs/components/docs-layout/docs-sidebar.tsx +++ b/apps/docs/components/docs-layout/docs-sidebar.tsx @@ -56,7 +56,7 @@ function SidebarScrollArea() { className={cn('min-h-0 flex-1 overflow-y-auto overscroll-contain', scrollFadeClass)} {...scrollFadeAttributes(edges)} > -
+
diff --git a/apps/docs/components/docs-layout/sidebar-components.tsx b/apps/docs/components/docs-layout/sidebar-components.tsx index a632e2cd87c..f93e78be53a 100644 --- a/apps/docs/components/docs-layout/sidebar-components.tsx +++ b/apps/docs/components/docs-layout/sidebar-components.tsx @@ -121,7 +121,7 @@ export function SidebarFolder({ item, children }: SidebarFolderProps) { export function SidebarSeparator({ item }: SidebarSeparatorProps) { return ( -
+

{item.name}

) diff --git a/apps/docs/content/docs/chat/index.mdx b/apps/docs/content/docs/chat/index.mdx index 45b11bc2729..6f163bb4c52 100644 --- a/apps/docs/content/docs/chat/index.mdx +++ b/apps/docs/content/docs/chat/index.mdx @@ -30,9 +30,10 @@ Ask Sim to build workflows, research a topic, create files, query tables, or act ## Start a chat [#how-it-works] -1. Select **New chat** in the sidebar. -2. Choose **Build** for the workspace actions described in this section. Where available, **Search** answers questions from connected sources. -3. Describe the task, its inputs, and the result you want. +1. Select **New chat** in a workspace, or **Home** in the organization sidebar. +2. Describe the task, its inputs, and the result you want. + +For questions about connected sources, open **Search → Assistant** in the organization view. Use the **Search** tab to browse results. See [Sim Search](/search). **Plan** helps research needs and develop a solution before implementation. It appears only for eligible platform administrators with **Super admin mode** enabled on a deployment that enables this capability. An organization Admin role alone does not enable it. @@ -43,7 +44,7 @@ For example: - "Create a workflow that takes a contract PDF, extracts key terms, and emails a summary to legal." - "Add a daily schedule to the prospect workflow and deploy it. At 8am America/New_York, find new high-fit prospects and post them to #outbound in Slack." -Chat can work across accessible resources. When you open Sim inside a workflow, that conversation is scoped to the workflow. In the organization view, **Build** requires permission to create organization workspaces; each action in an existing workspace still checks its access and enabled capabilities. Available actions depend on your role, connected accounts, workspace settings, and organization policy. Planning a solution does not by itself authorize deploying it or sending messages. +Chat can work across accessible resources. When you open Sim inside a workflow, that conversation is scoped to the workflow. In the organization view, **Home** requires permission to create organization workspaces; each action in an existing workspace still checks its access and enabled capabilities. Available actions depend on your role, connected accounts, workspace settings, and organization policy. Planning a solution does not by itself authorize deploying it or sending messages. ## Add context [#adding-context] diff --git a/apps/docs/content/docs/integrations/jira.mdx b/apps/docs/content/docs/integrations/jira.mdx index 89bffc962ba..851e72f4496 100644 --- a/apps/docs/content/docs/integrations/jira.mdx +++ b/apps/docs/content/docs/integrations/jira.mdx @@ -67,6 +67,7 @@ Sim requests these scopes when someone connects a Jira account. For a self-hoste | `read:cmdb-schema:jira` | View Assets object schemas | | `read:cmdb-type:jira` | View Assets object types | | `read:cmdb-attribute:jira` | View Assets object type attributes | +| `write:sprint:jira-software` | Create and update Jira Software sprints | ## Use the block [#usage-instructions] @@ -353,10 +354,45 @@ Create a new Jira issue | `summary` | string | Issue summary | | `success` | boolean | Whether the issue was created successfully | | `url` | string | URL to the created issue in Jira | +| `warning` | string | A requested follow-up that failed after issue creation; do not recreate the issue | | `assigneeId` | string | Account ID of the assigned user \(null if no assignee was set\) | +### Jira Create Sprint + +Create a future sprint on a Jira Software board + + + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `domain` | string | Yes | Jira site domain, such as yourcompany.atlassian.net | +| `originBoardId` | number | Yes | Numeric ID of the Jira Software board that owns the sprint | +| `name` | string | Yes | Sprint name | +| `goal` | string | No | Sprint goal | +| `startDate` | string | No | Planned start as an ISO 8601 timestamp with timezone | +| `endDate` | string | No | Planned end as an ISO 8601 timestamp with timezone | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `warning` | string | Creation succeeded but sprint details are unavailable | +| `sprint` | json | Created sprint with id, self, state, name, originBoardId, and optional goal, startDate, endDate | +| ↳ `id` | number | Sprint ID | +| ↳ `self` | string | Sprint REST URL | +| ↳ `state` | string | Initial state: future | +| ↳ `name` | string | Sprint name | +| ↳ `originBoardId` | number | Origin board ID | +| ↳ `goal` | string | Sprint goal | +| ↳ `startDate` | string | Planned start timestamp | +| ↳ `endDate` | string | Planned end timestamp | + + + ### Jira Bulk Read Retrieve multiple Jira issues from a project in bulk diff --git a/apps/docs/content/docs/integrations/jira_service_management.mdx b/apps/docs/content/docs/integrations/jira_service_management.mdx index ee86cd0a240..e673dbb4920 100644 --- a/apps/docs/content/docs/integrations/jira_service_management.mdx +++ b/apps/docs/content/docs/integrations/jira_service_management.mdx @@ -65,6 +65,7 @@ Sim requests these scopes when someone connects a Jira account. For a self-hoste | `read:cmdb-schema:jira` | View Assets object schemas | | `read:cmdb-type:jira` | View Assets object types | | `read:cmdb-attribute:jira` | View Assets object type attributes | +| `write:sprint:jira-software` | Create and update Jira Software sprints | ## Use the block [#usage-instructions] diff --git a/apps/docs/content/docs/platform/self-hosting/environment-variables.mdx b/apps/docs/content/docs/platform/self-hosting/environment-variables.mdx index d5263cdb977..4a530eeeec7 100644 --- a/apps/docs/content/docs/platform/self-hosting/environment-variables.mdx +++ b/apps/docs/content/docs/platform/self-hosting/environment-variables.mdx @@ -188,6 +188,7 @@ Plain JavaScript without imports runs in isolated-vm within Node child workers i | Variable | Description | |----------|-------------| | `COPILOT_API_KEY` | API key for the default Sim service. Required for Chat, the Sim Chat workflow block, and Inbox operations that use that service | +| `MSHIP_SEARCH_INTEGRATION_TOOLS` | Opt in to personal-account reads and reviewed actions in Search Assistant. Off by default. Applies when AppConfig is disabled or no feature-flags document is available; an available AppConfig document takes precedence. Requires organization account setup and configured provider credentials. Tool permissions and source restrictions still apply. See [Connect your account](/search/connect-your-account) | | `NEXT_PUBLIC_CHAT_DISABLED` | Set to `true` to hide the Chat module: the workspace lands on your first workflow, with no chats list or editor Chat panel. Chat is shown when unset; `bunx sim-setup` sets it for you if you skip the chat key | | `PII_URL` | Base URL of the Presidio service backing PII detection and redaction. The Helm chart wires it to its own `pii` Service when `pii.enabled`; on Compose point it at the PII service on your network. Local development and the Helm fallback use `http://localhost:5001`; that address works only when the service is reachable there. Point production at a running service to use redaction | | `ADMIN_API_KEY` | Admin API key for GitOps operations and organization provisioning | diff --git a/apps/docs/content/docs/search/ask-questions.mdx b/apps/docs/content/docs/search/ask-questions.mdx index 27f7e1b135a..8091eff3fb6 100644 --- a/apps/docs/content/docs/search/ask-questions.mdx +++ b/apps/docs/content/docs/search/ask-questions.mdx @@ -11,8 +11,8 @@ Your organization must enable Search and make a source available to you. [Connec ## Ask your first question -1. Open **Home** in the organization sidebar. From a workspace, open the workspace menu and select **Back to organization** first. -2. If Home shows a conversation-mode menu, choose **Search** before sending your first message. Members without builder access start in Search automatically and can ask immediately. +1. Open **Search** in the organization sidebar. From a workspace, open the workspace menu and select **Back to organization** first. +2. Choose **Assistant** at the top of the Search view. 3. Ask a specific question and press **Enter**. For example: @@ -32,7 +32,7 @@ Include the project, topic, or timeframe that matters. If you know where the ans > Find our launch plan in Confluence. Summarize the scope and the launch date, with sources. -Search mode finds and reads information. You can also ask it to [draft content from the findings](/search/ask-questions#draft-from-your-sources); the draft stays in the conversation until you choose where to use it. +Assistant finds and reads information. You can also ask it to [draft content from the findings](/search/ask-questions#draft-from-your-sources); the draft stays in the conversation until you choose where to use it. ## Check the sources @@ -121,7 +121,25 @@ Continue with specific revisions: Provide a style example or brand guidance when consistency matters. Check names, numbers, dates, links, and commitments against the sources. For an external audience, include only information intended for that audience and keep internal supporting material separate for your review. -Copy the reviewed draft into the app where you want to use it. Search creates text in your conversation; it doesn't send or publish the draft or change source records. +Copy the reviewed draft into another app, or ask Assistant to create it using your connected account when that operation is available. + +## Review actions + +When integration actions are enabled, Assistant can answer questions and take supported actions in the same conversation. For example, ask it to draft an email in Gmail or create a Jira issue using your own connected account. + +Reads run without a prompt by default. Writes wait for review by default. Open **Review** to see the app, account, destination, and proposed content. Edit the supported fields, then select **Allow** or **Cancel** for each action. For several proposals, **Allow N shown** approves the actions currently displayed in the review. + +Assistant action review showing the connected Jira account, exact site and project, editable issue summary and description, and Allow or Cancel controls + +Each decision applies to that proposal. Changing its account or destination requires a new proposal. An action can still fail if your account is disconnected or an administrator changes access before execution. If the provider outcome is unknown, check the original app before asking Assistant to repeat a write. + +Configure persistent **Allow**, **Ask**, or **Block** preferences under **Integrations → Tool permissions** for your account. See [tool permissions](/search/connect-your-account#tool-permissions). ## Start from a document diff --git a/apps/docs/content/docs/search/connect-your-account.mdx b/apps/docs/content/docs/search/connect-your-account.mdx index ca4f8e23ffd..2a7f250922a 100644 --- a/apps/docs/content/docs/search/connect-your-account.mdx +++ b/apps/docs/content/docs/search/connect-your-account.mdx @@ -12,7 +12,7 @@ After your admin adds a source in **Settings → Sources**, connect your own acc 1. Join the Sim organization through its invitation or SSO. Use the verified email required by the provider connection. 2. Open **Integrations**, find the provider, and select **Connect**. 3. Complete authorization in the new tab. If the popup is blocked, allow it and select **Connect** again. -4. Return to **Search** or **Home** and search for content your account can open. Read a result and follow its source link. +4. Return to **Search** or **Search → Assistant** and search for content your account can open. Read a result and follow its source link. Connected account settings with Read-only tools and Write tools groups and per-tool Allow, Ask, and Block preferences + +Apps used only for actions appear under **Assistant apps**. An admin makes the app available in organization source settings, then each member connects their own account in Integrations. + ## Reconnect or disconnect Use **Reconnect** when a grant expires, is revoked, or needs more scopes. A temporary provider outage does not necessarily require reconnecting. diff --git a/apps/docs/content/docs/search/find-content.mdx b/apps/docs/content/docs/search/find-content.mdx index a25613b8195..b6cda733a32 100644 --- a/apps/docs/content/docs/search/find-content.mdx +++ b/apps/docs/content/docs/search/find-content.mdx @@ -18,10 +18,10 @@ Your organization must enable Search and make a source available to you. [Connec Read the title and excerpt to find the relevant result. Each result shows its source, with an author and date when available. Select the title to open the original. Search results for the Atlas onboarding checklist in Confluence, with the organization sidebar and document excerpts @@ -54,10 +54,10 @@ If a query is too broad, add a detail you know: try `product requirements templa Open the **…** menu beside a result: -- **Summarize** starts a Search conversation about that document. Ask a follow-up to explore it further. +- **Summarize** opens **Search → Assistant** with that document. Ask a follow-up to explore it further. - **Copy link** copies the original source link. Anyone you send it to still needs access in that app. -For an answer that combines several documents, [ask a question in Search](/search/ask-questions). +For an answer that combines several documents, [ask a question in Assistant](/search/ask-questions). ## Return to something you found diff --git a/apps/docs/content/docs/search/generic-secrets.mdx b/apps/docs/content/docs/search/generic-secrets.mdx index eaa76e570ba..3077a5e36ec 100644 --- a/apps/docs/content/docs/search/generic-secrets.mdx +++ b/apps/docs/content/docs/search/generic-secrets.mdx @@ -1,17 +1,17 @@ --- title: Generic Secrets -description: Store shared or personal secrets for Build and Plan +description: Store shared or personal secrets for organization Home conversations --- -Generic Secrets stores values that Build and Plan can use in code and requests. It uses the same [secrets editor as workspaces](/platform/credentials) and does not connect an external account or add searchable documents. +Generic Secrets stores values that Sim can use in code and requests from an organization **Home** conversation, including **Plan** when available. It uses the same [secrets editor as workspaces](/platform/credentials) and does not connect an external account or add searchable documents. ## Add the source An organization admin opens **Settings → Sources → Add source → Generic Secrets** and chooses a mode: -| Mode | Manage values | Use in Build and Plan | +| Mode | Manage values | Use in Home | | --- | --- | --- | -| **Organization** | Admins open **Secrets** from the source in Settings. | Members with Build access use shared values. Members cannot open the editor to view them. | +| **Organization** | Admins open **Secrets** from the source in Settings. | Members with Home access use shared values. Members cannot open the editor to view them. | | **Member** | Each person opens **Integrations → Generic Secrets → Manage secrets**. | Each person uses only their own values in the organization. | Only the selected mode is active. To change it, select **Configure** on the source. @@ -19,12 +19,12 @@ Only the selected mode is active. To change it, select **Configure** on the sour ## Use a secret 1. Save a name and value in the editor. -2. Ask Build or Plan to run code that needs that secret. -3. The mode sees available names and mounts the names needed by `run_code` or `run_function` as environment variables. Code can use them in requests such as `curl` without putting values in the prompt. +2. Open **Home** in the organization sidebar and ask Sim to run code that needs that secret. +3. Sim sees available names and mounts the names needed by `run_code` or `run_function` as environment variables. Code can use them in requests such as `curl` without putting values in the prompt. In an organization conversation targeting a workspace, an organization secret takes precedence over a workspace secret with the same name. Member mode resolves the current member's values and cannot use another member's secrets. -Generic Secrets is available only in **Build** and **Plan**. Search mode, Search MCP, and Sim Search in Slack cannot mount these values. Workspace secrets remain a separate resource. +**Search**, including **Assistant**, Search MCP, and Sim Search in Slack cannot mount these values. Workspace secrets remain a separate resource. ## Remove the source diff --git a/apps/docs/content/docs/search/gmail.mdx b/apps/docs/content/docs/search/gmail.mdx index b2c6bdd1888..b65b3b4dd33 100644 --- a/apps/docs/content/docs/search/gmail.mdx +++ b/apps/docs/content/docs/search/gmail.mdx @@ -9,7 +9,7 @@ Gmail Search finds matching messages in your connected mailbox. **Member account An admin adds **Gmail** in **Settings → Sources**, chooses **Member accounts**, and saves. Members select **Integrations → Gmail → Connect**, then search for a known message and read it. -Member mode has no admin label, date, category, or mailbox filters. Search does not send or modify messages, though the shared personal connection may request broader workflow scopes. +Member mode has no admin label, date, category, or mailbox filters. Search and document-read requests do not send or modify messages. When integration actions are enabled, **Search → Assistant** can create drafts or send email using your connected account, subject to tool permissions and organization policy. Writes ask for [review](/search/ask-questions#review-actions) by default. ## Set up a central service account diff --git a/apps/docs/content/docs/search/index.mdx b/apps/docs/content/docs/search/index.mdx index 9a388ac3831..ea129865720 100644 --- a/apps/docs/content/docs/search/index.mdx +++ b/apps/docs/content/docs/search/index.mdx @@ -3,6 +3,8 @@ title: Sim Search description: Find company knowledge, get answers with citations, and draft from connected sources. --- +import { Image } from '@/components/ui/image' + Sim Search helps you find and use information from your company's connected apps. Look up a document, ask a question across sources, catch up on a project, or turn what you find into a brief, update, or draft. ## Use Search @@ -10,16 +12,25 @@ Sim Search helps you find and use information from your company's connected apps | You want to… | Start here | | --- | --- | | Find and browse documents | [Find content](/search/find-content): open **Search** in the organization sidebar. | -| Get an explanation or compare sources | [Ask questions](/search/ask-questions): open **Home**; choose **Search** if the conversation-mode menu is shown. | +| Get an explanation or compare sources | [Ask questions](/search/ask-questions): open **Search → Assistant**. | | Understand a particular result | Open the result's **… → Summarize** menu, then ask follow-up questions. | | Create a draft from your findings | [Draft from your sources](/search/ask-questions#draft-from-your-sources): ask for an update, email, FAQ, or presentation outline in the conversation. | | Prepare for a meeting | [Combine Calendar and project sources](/search/ask-questions#prepare-for-a-meeting) into a brief with decisions and reading material. | -Members without builder access start in Search automatically on **Home** and can ask immediately without a mode menu. +**Search** contains two views: **Search** for browsing results and **Assistant** for questions, summaries, and supported actions. + +Organization Search with Search and Assistant tabs at the top of the view For example, ask “Why did the Atlas launch date change? Use the project documents in Confluence and Google Drive, and cite the sources.” Open the citations to check the evidence, then continue with “What does each owner need to do before launch?” -Search mode retrieves and reads information and drafts text in your conversation. It does not send the draft or change source records. You choose where to use the reviewed result. +Assistant retrieves information and drafts text in your conversation. When integration actions are enabled, it can also use your connected accounts. Reads run silently and writes ask for review by default; [review actions and configure tool permissions](/search/ask-questions#review-actions). Start with [Get started](/search/quickstart), then explore [Ask questions](/search/ask-questions) for more examples. [Connect your account](/search/connect-your-account) if your source requires a personal connection. The source setup below is for organization admins. @@ -71,7 +82,7 @@ Availability depends on deployment configuration and organization policy. Google | [Slack](/search/slack) | Accessible messages and files through real-time search | Member only | | [Zoom](/search/zoom) | Past meetings and available artifacts; requires organization enablement | Member only | -**Generic Secrets** is also offered in Sources. Its **Organization** and **Member** modes store secrets for Build and Plan; they do not add searchable content. See [Generic Secrets](/search/generic-secrets). +**Generic Secrets** is also offered in Sources. Its **Organization** and **Member** modes store secrets for organization Home conversations; they do not add searchable content. See [Generic Secrets](/search/generic-secrets). ## Access and freshness diff --git a/apps/docs/content/docs/search/jira.mdx b/apps/docs/content/docs/search/jira.mdx index e1abbd43125..e94bcf31d48 100644 --- a/apps/docs/content/docs/search/jira.mdx +++ b/apps/docs/content/docs/search/jira.mdx @@ -19,7 +19,7 @@ Sim resolves your accessible Atlassian sites and sends Jira Query Language (JQL) Search returns summaries and descriptions. Reads fetch the issue and available comments with the same account. Jira enforces project permissions, issue security, and app-access restrictions. Bounded responses may omit comments; open Jira for the full discussion. -Search checks up to four accessible sites by default. A native query can select a cloud site ID and follow its continuation cursor. Changes follow Jira's search freshness. Live Search does not crawl attachments or retain an indexed issue copy, and does not edit issues. The shared account connection can request broader workflow permissions. +Search checks up to four accessible sites by default. A native query can select a cloud site ID and follow its continuation cursor. Changes follow Jira's search freshness. Live Search does not crawl attachments or retain an indexed issue copy. Search and document-read requests do not edit issues. When integration actions are enabled, **Search → Assistant** can create or update issues, add comments, and create sprints using your connected account, subject to tool permissions and organization policy. These writes ask for [review](/search/ask-questions#review-actions) by default. ## Troubleshooting @@ -40,7 +40,7 @@ Follow [Atlassian OAuth setup](/platform/self-hosting/integrations-oauth#atlassi https:///api/auth/oauth2/callback/jira ``` -Search reads only, but the shared app also supports workflows. If only the app owner can connect, check **Distribution**. After client/scope changes, update the organization's saved provider configuration and reconnect affected members. +The shared app supports Search retrieval, supported Assistant actions, and workflows. If only the app owner can connect, check **Distribution**. After client/scope changes, update the organization's saved provider configuration and reconnect affected members. ## Related docs diff --git a/apps/docs/content/docs/search/quickstart.mdx b/apps/docs/content/docs/search/quickstart.mdx index ed769ee2182..de861a79397 100644 --- a/apps/docs/content/docs/search/quickstart.mdx +++ b/apps/docs/content/docs/search/quickstart.mdx @@ -27,7 +27,7 @@ You can also search with a question: ## 3. Summarize what you found -Open a result's **…** menu and choose **Summarize**. Sim opens a conversation on Home and uses that document as the starting point. +Open a result's **…** menu and choose **Summarize**. Sim opens a conversation in Search → Assistant and uses that document as the starting point. Read the summary and follow its citations to check the source. Then ask: @@ -35,7 +35,7 @@ Read the summary and follow its citations to check the source. Then ask: ## 4. Ask a broader question -For a question across documents, open **Home**. If a conversation-mode menu is shown, select **Search** before sending your first message. Members without builder access start in Search automatically and can ask immediately: +For a question across documents, open **Search → Assistant** and ask: > What does a new account owner need to know about customer onboarding? Find the relevant guides, summarize the key steps, and cite the sources. diff --git a/apps/docs/content/docs/search/troubleshooting.mdx b/apps/docs/content/docs/search/troubleshooting.mdx index c84181488fc..1c861a37c37 100644 --- a/apps/docs/content/docs/search/troubleshooting.mdx +++ b/apps/docs/content/docs/search/troubleshooting.mdx @@ -7,7 +7,7 @@ description: What to check when sources, results, or answers aren't what you exp Check that you're in the intended organization. Ask your admin whether Search is enabled for your organization and account. -A missing conversation-mode menu on **Home** is expected for members without builder access: Home starts in Search automatically, so you can ask immediately. If the menu is shown, choose **Search** before sending your first message. +Open **Search** in the organization sidebar, then select **Assistant** to ask a question. Access to Search does not require permission to create organization workspaces. ## I can't connect an app @@ -52,9 +52,9 @@ For a multi-part question, ask for one part first. If an answer has no source, a Open the original source and compare it with the answer. Specify the relevant dates, and ask Sim to distinguish final decisions from earlier proposals. If documents disagree, ask it to explain the conflict with citations rather than combine them into one answer. -## I can't attach a PDF or spreadsheet in Search mode +## I can't attach a PDF or spreadsheet in Assistant [#i-cant-attach-a-pdf-or-spreadsheet-in-search-mode] -Search conversations accept image attachments. Find document content through a connected source, use **Summarize** on its search result, or paste a relevant excerpt into your question. Don't assume that other Sim modes' upload capabilities apply to Search. +Assistant accepts image attachments. Find document content through a connected source, use **Summarize** on its search result, or paste a relevant excerpt into your question. Other Chat surfaces support different upload types. ## A colleague sees different results diff --git a/apps/docs/content/docs/search/zoom.mdx b/apps/docs/content/docs/search/zoom.mdx index b2c0374e027..19611511531 100644 --- a/apps/docs/content/docs/search/zoom.mdx +++ b/apps/docs/content/docs/search/zoom.mdx @@ -17,7 +17,7 @@ A workflow Zoom connection does not authorize Search. Its dedicated app registra ## Search and read meetings -Ask Sim on **Home**: “Search Zoom for deployment rollback decisions last week and cite the transcript.” Use short plain keywords such as `deployment rollback`. Zoom matches topics, agendas, and available meeting content. +Open **Search → Assistant** and ask Sim: “Search Zoom for deployment rollback decisions last week and cite the transcript.” Use short plain keywords such as `deployment rollback`. Zoom matches topics, agendas, and available meeting content. Results identify past occurrences by UUID rather than recurring meeting number. Use native kind `meeting` when sending multiple queries to one account. `startDate` and `endDate` use actual start time, with an exclusive end. Continue `nextCursor` with the same account, query, and filters; rerun an expired continuation. [Zoom's Meetings API](https://developers.zoom.us/docs/api/meetings/) documents a 15-minute page-token lifetime; restart Search if the MCP continuation expires. diff --git a/apps/docs/public/static/search/assistant-action-review.png b/apps/docs/public/static/search/assistant-action-review.png new file mode 100644 index 00000000000..70924474a8a Binary files /dev/null and b/apps/docs/public/static/search/assistant-action-review.png differ diff --git a/apps/docs/public/static/search/assistant-tool-permissions.png b/apps/docs/public/static/search/assistant-tool-permissions.png new file mode 100644 index 00000000000..8b823a51fd1 Binary files /dev/null and b/apps/docs/public/static/search/assistant-tool-permissions.png differ diff --git a/apps/docs/public/static/search/atlas-document-results.webp b/apps/docs/public/static/search/atlas-document-results.webp deleted file mode 100644 index 42f8f732b17..00000000000 Binary files a/apps/docs/public/static/search/atlas-document-results.webp and /dev/null differ diff --git a/apps/docs/public/static/search/organization-search.png b/apps/docs/public/static/search/organization-search.png new file mode 100644 index 00000000000..753b749d533 Binary files /dev/null and b/apps/docs/public/static/search/organization-search.png differ diff --git a/apps/sim/app/api/copilot/tool-permission/route.ts b/apps/sim/app/api/copilot/tool-permission/route.ts index a37e4c56f88..11957bb8f69 100644 --- a/apps/sim/app/api/copilot/tool-permission/route.ts +++ b/apps/sim/app/api/copilot/tool-permission/route.ts @@ -56,7 +56,7 @@ async function applyDecision( logger.warn('Failed to fetch async tool call', { toolCallId, error: getErrorMessage(err) }) return null }) - if (!existing) return null + if (!existing || existing.assistantAction) return null const run = await getRunSegment(existing.runId).catch((err) => { logger.warn('Failed to fetch run segment', { diff --git a/apps/sim/app/api/organizations/[id]/chats/[chatId]/actions/[toolCallId]/route.ts b/apps/sim/app/api/organizations/[id]/chats/[chatId]/actions/[toolCallId]/route.ts new file mode 100644 index 00000000000..3e4411d997c --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/chats/[chatId]/actions/[toolCallId]/route.ts @@ -0,0 +1,25 @@ +import { decideAssistantActionContract } from '@/lib/api/contracts/assistant-actions' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { assistantActionOperations } from '@/lib/assistant-actions/application/operations' +import { decideOrganizationAssistantAction } from '@/lib/assistant-actions/application/review' + +export const PATCH = defineInternalJsonRoute({ + contract: decideAssistantActionContract, + auth: internalSessionAuth, + operation: assistantActionOperations.decide, + rateLimit: internalRateLimits.user({ bucketName: 'assistant-actions-decide' }), + errorPolicy: internalOrchestrationErrorPolicy, + mapInput: ({ params, body }) => ({ + organizationId: params.id, + chatId: params.chatId, + toolCallId: params.toolCallId, + ...body, + }), + useCase: decideOrganizationAssistantAction, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, +}) diff --git a/apps/sim/app/api/organizations/[id]/chats/[chatId]/actions/route.ts b/apps/sim/app/api/organizations/[id]/chats/[chatId]/actions/route.ts new file mode 100644 index 00000000000..729e7286ac9 --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/chats/[chatId]/actions/route.ts @@ -0,0 +1,27 @@ +import { listAssistantActionsContract } from '@/lib/api/contracts/assistant-actions' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { assistantActionOperations } from '@/lib/assistant-actions/application/operations' +import { listOrganizationAssistantActions } from '@/lib/assistant-actions/application/review' + +export const GET = defineInternalJsonRoute({ + contract: listAssistantActionsContract, + auth: internalSessionAuth, + operation: assistantActionOperations.list, + rateLimit: internalRateLimits.user({ + bucketName: 'assistant-actions-review', + config: { maxTokens: 120, refillRate: 120, refillIntervalMs: 60_000 }, + }), + errorPolicy: internalOrchestrationErrorPolicy, + mapInput: ({ params, query }) => ({ + organizationId: params.id, + chatId: params.chatId, + cursor: query.cursor, + }), + useCase: listOrganizationAssistantActions, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, +}) diff --git a/apps/sim/app/api/organizations/[id]/connected-accounts/personal/[credentialId]/tool-permissions/route.ts b/apps/sim/app/api/organizations/[id]/connected-accounts/personal/[credentialId]/tool-permissions/route.ts new file mode 100644 index 00000000000..c3a71131c66 --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/connected-accounts/personal/[credentialId]/tool-permissions/route.ts @@ -0,0 +1,41 @@ +import { + readAssistantToolPermissionsContract, + updateAssistantToolPermissionsContract, +} from '@/lib/api/contracts/assistant-actions' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { assistantActionOperations } from '@/lib/assistant-actions/application/operations' +import { + readOrganizationToolPermissions, + updateOrganizationToolPermissions, +} from '@/lib/assistant-actions/application/tool-permissions' + +export const GET = defineInternalJsonRoute({ + contract: readAssistantToolPermissionsContract, + auth: internalSessionAuth, + operation: assistantActionOperations.readPermissions, + rateLimit: internalRateLimits.user({ bucketName: 'assistant-tool-permissions-read' }), + errorPolicy: internalOrchestrationErrorPolicy, + mapInput: ({ params }) => ({ organizationId: params.id, credentialId: params.credentialId }), + useCase: readOrganizationToolPermissions, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, +}) + +export const PATCH = defineInternalJsonRoute({ + contract: updateAssistantToolPermissionsContract, + auth: internalSessionAuth, + operation: assistantActionOperations.updatePermissions, + rateLimit: internalRateLimits.user({ bucketName: 'assistant-tool-permissions-update' }), + errorPolicy: internalOrchestrationErrorPolicy, + mapInput: ({ params, body }) => ({ + organizationId: params.id, + credentialId: params.credentialId, + ...body, + }), + useCase: updateOrganizationToolPermissions, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, +}) diff --git a/apps/sim/app/o/[organizationId]/chat/[chatId]/page.tsx b/apps/sim/app/o/[organizationId]/chat/[chatId]/page.tsx index b0c8e9d5d5e..39708fa67f7 100644 --- a/apps/sim/app/o/[organizationId]/chat/[chatId]/page.tsx +++ b/apps/sim/app/o/[organizationId]/chat/[chatId]/page.tsx @@ -3,11 +3,11 @@ import type { Metadata } from 'next' import { notFound, redirect } from 'next/navigation' import { getSession } from '@/lib/auth' import { getAccessibleCopilotChatAuth } from '@/lib/mothership/chat/lifecycle' -import { WORKSPACE_SETTINGS_PATH } from '@/lib/navigation/paths' +import { organizationRoutes, WORKSPACE_SETTINGS_PATH } from '@/lib/navigation/paths' import { getOrganizationSurfaceContext } from '@/lib/organizations/surface' import OrganizationChatLoading from '@/app/o/[organizationId]/chat/[chatId]/loading' +import { OrganizationConversation } from '@/app/o/[organizationId]/components/organization-conversation' import { getOrganizationHomeRedirect } from '@/app/o/[organizationId]/home/home-redirect' -import { OrganizationHome } from '@/app/o/[organizationId]/home/organization-home' export const metadata: Metadata = { title: 'Chat' } @@ -21,27 +21,24 @@ export default async function OrganizationChatPage({ if (!session?.user?.id) notFound() const context = await getOrganizationSurfaceContext(organizationId, session.user.id) if (!context) notFound() - const homeRedirect = getOrganizationHomeRedirect(context, organizationId) - if (homeRedirect) redirect(homeRedirect) + if (!context.mothershipAvailable || (!context.canBuild && !context.searchAccess.memberScoped)) { + const unavailableRedirect = getOrganizationHomeRedirect(context, organizationId) + if (unavailableRedirect) redirect(unavailableRedirect) + } const chat = await getAccessibleCopilotChatAuth(chatId, session.user.id, { principal: { kind: 'session', userId: session.user.id, sessionId: session.session.id }, }) if (!chat || chat.type !== 'mothership' || chat.organizationId !== organizationId) notFound() if (chat.mode === 'assistant') { if (!context.searchAccess.memberScoped) redirect(WORKSPACE_SETTINGS_PATH) - return ( - }> - - - ) + redirect(organizationRoutes(organizationId).searchChat(chatId)) } + const homeRedirect = getOrganizationHomeRedirect(context, organizationId) + if (homeRedirect) redirect(homeRedirect) + return ( }> - ({ plan: false, @@ -30,7 +35,6 @@ const mocks = vi.hoisted(() => ({ renderer: vi.fn(), markRead: vi.fn(), send: vi.fn(), - consume: vi.fn(), apiKeys: vi.fn(), authorizedApps: vi.fn(), fetchNextPage: vi.fn(), @@ -64,9 +68,6 @@ vi.mock('@/app/workspace/[workspaceId]/home/components/chat-resource-panel', () })) vi.mock('@/lib/auth/client', () => authClientMock) vi.mock('@/lib/uploads/client/session-upload', () => ({ uploadInternalFileSession: mocks.upload })) -vi.mock('@/lib/core/utils/browser-storage', () => ({ - MothershipHandoffStorage: { consume: mocks.consume }, -})) vi.mock('@/app/o/[organizationId]/providers/organization-provider', () => organizationProviderMock) vi.mock('@/app/workspace/[workspaceId]/home/hooks/use-chat', () => ({ getMothershipUseChatOptions: (options: object) => ({ ...options, mothership: true }), @@ -90,8 +91,8 @@ vi.mock('@/app/workspace/[workspaceId]/home/components/mothership-chat', () => ( MothershipChat: mocks.renderer, })) +import { OrganizationConversation } from '@/app/o/[organizationId]/components/organization-conversation' import type { Composer } from '@/app/o/[organizationId]/home/components/composer' -import { OrganizationHome } from '@/app/o/[organizationId]/home/organization-home' const mockSession = authClientMockFns.mockUseSession const mockContext = organizationProviderMockFns.mockUseOrganizationContext @@ -102,11 +103,12 @@ deploymentShapeMockFns.mockGetDeploymentShape.mockImplementation(deploymentShape let root: Root let container: HTMLDivElement beforeEach(() => { + reactQueryMockFns.mockUseQuery.mockReturnValue(createQueryResultMock()) + reactQueryMockFns.mockUseMutation.mockReturnValue(createMutationResultMock()) useMothershipDraftsStore.setState({ drafts: {} }) mocks.plan = false mocks.activeResource = null mockSession.mockReturnValue({ data: { user: { id: 'reader' } } }) - useOrganizationChatModeStore.setState({ modes: {}, assistantSearchLevels: {} }) mocks.resourcePanel.mockImplementation(({ children }: { children: ReactNode }) => children) vi.stubGlobal('IS_REACT_ACT_ENVIRONMENT', true) vi.stubGlobal( @@ -151,7 +153,9 @@ function renderHome(element: ReactNode, searchParams = '') { ) } function composerProps(): ComponentProps { - return mocks.composer.mock.lastCall![0] + const call = mocks.composer.mock.lastCall + if (!call) throw new Error('Composer has not rendered') + return call[0] } async function attachDraftImage() { @@ -186,11 +190,17 @@ describe('organization home', () => { sendMessage: mocks.send, }) mocks.renderer.mockImplementation(({ composer }: { composer: ReactNode }) => composer) - await act(async () => renderHome()) + await act(async () => + renderHome() + ) await act(async () => composerProps().onChange('A draft for chat A')) - await act(async () => renderHome()) + await act(async () => + renderHome() + ) expect(composerProps().value).toBe('A draft for chat A') - await act(async () => renderHome()) + await act(async () => + renderHome() + ) expect(composerProps().value).toBe('') expect(mocks.chat).toHaveBeenLastCalledWith( { organizationId: 'organization-a' }, @@ -205,22 +215,32 @@ describe('organization home', () => { it('isolates saved drafts by user, organization, and conversation', async () => { mocks.renderer.mockImplementation(({ composer }: { composer: ReactNode }) => composer) - await act(async () => renderHome()) + await act(async () => + renderHome() + ) await attachDraftImage() await act(async () => composerProps().onChange('Chat A follow-up')) - await act(async () => renderHome()) + await act(async () => + renderHome() + ) expect(composerProps().value).toBe('') - await act(async () => renderHome()) + await act(async () => + renderHome() + ) expect(composerProps().value).toBe('Chat A follow-up') expect(composerProps().files.attachedFiles[0]?.key).toBe('image-key') mockSession.mockReturnValue({ data: { user: { id: 'other-user' } } }) - await act(async () => renderHome()) + await act(async () => + renderHome() + ) expect(composerProps().value).toBe('') mockSession.mockReturnValue({ data: { user: { id: 'reader' } } }) mockContext.mockReturnValue({ - ...mockContext(), + ...toRecord(mockContext()), organization: { id: 'other-org', name: 'Other' }, }) - await act(async () => renderHome()) + await act(async () => + renderHome() + ) expect(composerProps().value).toBe('') }) diff --git a/apps/sim/app/o/[organizationId]/home/organization-home.tsx b/apps/sim/app/o/[organizationId]/components/organization-conversation.tsx similarity index 59% rename from apps/sim/app/o/[organizationId]/home/organization-home.tsx rename to apps/sim/app/o/[organizationId]/components/organization-conversation.tsx index 26cae495931..77f1b51cad9 100644 --- a/apps/sim/app/o/[organizationId]/home/organization-home.tsx +++ b/apps/sim/app/o/[organizationId]/components/organization-conversation.tsx @@ -2,14 +2,18 @@ import { useCallback, useEffect, useState } from 'react' import { toast } from '@sim/emcn' +import { toRecord } from '@sim/utils/object' import { useQueryClient } from '@tanstack/react-query' -import Link from 'next/link' import { useQueryStates } from 'nuqs' +import { + AssistantActionReviewPanel, + AssistantActionReviewProvider, +} from '@/components/assistant-actions' import { requestJson } from '@/lib/api/client/request' import type { WorkspaceSearchFilters } from '@/lib/api/contracts/knowledge' import { getWorkspaceHostContextContract } from '@/lib/api/contracts/workspaces' import { useSession } from '@/lib/auth/client' -import { MothershipHandoffStorage } from '@/lib/core/utils/browser-storage' +import { BrowserStorage, MothershipHandoffStorage } from '@/lib/core/utils/browser-storage' import { getMothershipAttachmentPreviewUrl, getMothershipAttachmentUrl, @@ -18,9 +22,11 @@ import { createSearchResource } from '@/lib/mothership/resources/search' import { OrganizationLanding } from '@/app/o/[organizationId]/components/organization-landing' import { Composer } from '@/app/o/[organizationId]/home/components/composer' import { GetStarted } from '@/app/o/[organizationId]/home/components/get-started' -import { organizationHomeParsers } from '@/app/o/[organizationId]/home/search-params' import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' -import { organizationSearchUrlKeys } from '@/app/o/[organizationId]/search/search-params' +import { + organizationSearchParsers, + organizationSearchUrlKeys, +} from '@/app/o/[organizationId]/search/search-params' import { ChatResourcePanel } from '@/app/workspace/[workspaceId]/home/components/chat-resource-panel' import { useSearchHistoryActions } from '@/app/workspace/[workspaceId]/home/components/message-content/components/source-history-context' import { SearchIntegrationConnection } from '@/app/workspace/[workspaceId]/home/components/message-content/components/special-tags/search-integration-connection' @@ -37,7 +43,10 @@ import { } from '@/app/workspace/[workspaceId]/home/hooks/use-resource-panel' import { useRestoredChatEntry } from '@/app/workspace/[workspaceId]/home/hooks/use-restored-chat-entry' import { fetchWorkspaceResourceRef } from '@/app/workspace/[workspaceId]/home/resolve-resource-ref' -import { searchFiltersFromParams } from '@/app/workspace/[workspaceId]/home/search-params' +import { + searchFilterParsers, + searchFiltersFromParams, +} from '@/app/workspace/[workspaceId]/home/search-params' import type { ChatRequestMode, FileAttachmentForApi, @@ -49,59 +58,50 @@ import { mentionifyIntegrations } from '@/blocks/integration-matcher' import { useMarkMothershipChatRead } from '@/hooks/queries/mothership-chats' import { useHydrated } from '@/hooks/use-hydrated' import { useMothershipDraftsStore } from '@/stores/mothership-drafts/store' -import { useOrganizationChatModeStore } from '@/stores/organization-chat-mode/store' import type { ChatContext } from '@/stores/panel' -interface OrganizationHomeProps { +interface OrganizationConversationProps { userName?: string chatId?: string - requestMode?: ChatRequestMode + requestMode: ChatRequestMode } -/** Home chooses the conversation mode before its first message. */ -export function OrganizationHome(props: OrganizationHomeProps) { +/** Shared conversation surface; the destination fixes its intent before the first turn. */ +export function OrganizationConversation(props: OrganizationConversationProps) { const { organization, searchAccess, canBuild, mothershipAvailable } = useOrganizationContext() const { data: session } = useSession() const isClient = useHydrated() const isRestoredChatEntry = useRestoredChatEntry({ chatId: props.chatId }) - if (!mothershipAvailable || (!canBuild && !searchAccess.memberScoped)) return null - /** Preferences are browser-persisted and keyed by user; never paint a guessed mode first. */ + if ( + !mothershipAvailable || + (props.requestMode === 'assistant' ? !searchAccess.memberScoped : !canBuild) + ) + return null if (isRestoredChatEntry || !isClient || !session?.user?.id) return return ( - ) } -function OrganizationHomeContent({ +function OrganizationConversationContent({ userName, chatId, - requestMode: savedMode, -}: OrganizationHomeProps) { - const { organization, searchAccess, canBuild, mothershipAvailable } = useOrganizationContext() + requestMode: destinationMode, +}: OrganizationConversationProps) { + const { organization, canBuild } = useOrganizationContext() const { data: session } = useSession() const userId = session?.user?.id - const rememberedMode = useOrganizationChatModeStore( - (state) => state.modes[`${userId}:${organization.id}`] - ) - const [{ q, source, updated, from, to, searchLevel: urlSearchLevel }, setSearchParams] = - useQueryStates(organizationHomeParsers, organizationSearchUrlKeys) - const rememberMode = useOrganizationChatModeStore((state) => state.setMode) - const [selectedMode, setSelectedMode] = useState(null) const planEnabled = useFeatureFlag('mothership-plan-mode') + const [planning, setPlanning] = useState(false) const requestMode = - selectedMode ?? - (urlSearchLevel && searchAccess.memberScoped && !chatId ? 'assistant' : undefined) ?? - savedMode ?? - (!canBuild || !mothershipAvailable - ? 'assistant' - : rememberedMode === 'plan' && planEnabled - ? 'plan' - : rememberedMode === 'assistant' && searchAccess.memberScoped - ? 'assistant' - : 'agent') + destinationMode === 'agent' && !chatId && planEnabled && planning ? 'plan' : destinationMode + const [{ q, source, updated, from, to }] = useQueryStates( + { ...organizationSearchParsers, ...searchFilterParsers }, + organizationSearchUrlKeys + ) const controller = useResourcePanelController() const queryClient = useQueryClient() const chat = useChat( @@ -113,12 +113,31 @@ function OrganizationHomeContent({ activeResourceState: controller.activeResourceState, }) ) - const initialDraftKey = `${userId}:organization:${organization.id}:${chatId ?? 'new'}` - const draftKey = `${userId}:organization:${organization.id}:${chat.resolvedChatId ?? chatId ?? 'new'}` + const newDraftId = destinationMode === 'assistant' ? 'search-assistant' : 'home' + const initialDraftKey = `${userId}:organization:${organization.id}:${chatId ?? newDraftId}` + const draftKey = `${userId}:organization:${organization.id}:${chat.resolvedChatId ?? chatId ?? newDraftId}` + const [legacyDraftKey] = useState(() => { + if (chatId) return null + const key = `${userId}:organization:${organization.id}:new` + if (!useMothershipDraftsStore.getState().drafts[key]) return null + const persisted = toRecord(BrowserStorage.getItem('organization-chat-mode', null)) + const modes = toRecord(toRecord(persisted.state).modes) + const legacyMode = + !canBuild || modes[`${userId}:${organization.id}`] === 'assistant' ? 'assistant' : 'agent' + return legacyMode === destinationMode ? key : null + }) const savedDraft = useMothershipDraftsStore.getState().drafts - const initialDraft = savedDraft[draftKey] ?? savedDraft[initialDraftKey] + const initialDraft = + savedDraft[draftKey] ?? + savedDraft[initialDraftKey] ?? + (legacyDraftKey ? savedDraft[legacyDraftKey] : undefined) const draft = useMothershipDraftsStore( - (state) => (state.drafts[draftKey] ?? state.drafts[initialDraftKey])?.text ?? '' + (state) => + ( + state.drafts[draftKey] ?? + state.drafts[initialDraftKey] ?? + (legacyDraftKey ? state.drafts[legacyDraftKey] : undefined) + )?.text ?? '' ) const setDraft = useCallback( (text: string, contexts?: ChatContext[]) => { @@ -131,15 +150,15 @@ function OrganizationHomeContent({ () => initialDraft?.contexts ?? [] ) useEffect(() => { - useMothershipDraftsStore.getState().migrateDraft(initialDraftKey, draftKey) - }, [initialDraftKey, draftKey]) + const store = useMothershipDraftsStore.getState() + if (legacyDraftKey) store.migrateDraft(legacyDraftKey, initialDraftKey) + store.migrateDraft(initialDraftKey, draftKey) + }, [initialDraftKey, draftKey, legacyDraftKey]) const hasChat = Boolean(chatId || chat.messages.length) - const canSelectMode = - !hasChat && mothershipAvailable && canBuild && (searchAccess.memberScoped || planEnabled) const assistantSearchLevel = 'fast' const panel = useChatResourcePanel(chat, controller, userId) const addResource = panel.addResourceFromUser - /** Restore only an explicitly selected results tab on an empty Home; closing it clears the URL. */ + /** Restore an explicitly selected results tab before the first turn; closing it clears the URL. */ useEffect(() => { if (hasChat || !q.trim()) return const resource = createSearchResource({ @@ -165,32 +184,29 @@ function OrganizationHomeContent({ chat.resources, addResource, ]) - const selectResource = useCallback( - async (ref: WorkspaceResourceRef) => { - if (!ref.workspaceId) { - toast.error('This resource has no workspace address.') + const selectResource = async (ref: WorkspaceResourceRef) => { + if (!ref.workspaceId) { + toast.error('This resource has no workspace address.') + return + } + try { + const host = await requestJson(getWorkspaceHostContextContract, { + params: { id: ref.workspaceId }, + }) + if (host.hostOrganizationId !== organization.id) { + toast.error('This resource is outside this organization.') return } - try { - const host = await requestJson(getWorkspaceHostContextContract, { - params: { id: ref.workspaceId }, - }) - if (host.hostOrganizationId !== organization.id) { - toast.error('This resource is outside this organization.') - return - } - const resource = await fetchWorkspaceResourceRef(queryClient, ref.workspaceId, ref) - if (!resource) { - toast.error(`Couldn't find "${ref.title}" in its workspace`) - return - } - addResource({ ...resource, workspaceId: ref.workspaceId }) - } catch { - toast.error(`Couldn't open "${ref.title}". Check your access and try again.`) + const resource = await fetchWorkspaceResourceRef(queryClient, ref.workspaceId, ref) + if (!resource) { + toast.error(`Couldn't find "${ref.title}" in its workspace`) + return } - }, - [queryClient, addResource, organization.id] - ) + addResource({ ...resource, workspaceId: ref.workspaceId }) + } catch { + toast.error(`Couldn't open "${ref.title}". Check your access and try again.`) + } + } const files = useFileAttachments({ userId: session?.user?.id, organizationId: organization.id, @@ -199,16 +215,20 @@ function OrganizationHomeContent({ }) useEffect(() => { const store = useMothershipDraftsStore.getState() - const fileAttachments = files.attachedFiles - .filter((file) => !file.uploading && file.key) - .map((file) => ({ - id: file.id, - key: file.key!, - filename: file.name, - media_type: file.type, - size: file.size, - path: file.path, - })) + const fileAttachments = files.attachedFiles.flatMap((file) => + !file.uploading && file.key + ? [ + { + id: file.id, + key: file.key, + filename: file.name, + media_type: file.type, + size: file.size, + path: file.path, + }, + ] + : [] + ) store.setDraft(draftKey, { ...(store.drafts[draftKey] ?? { text: '' }), fileAttachments, @@ -235,7 +255,6 @@ function OrganizationHomeContent({ requestMode ) if (handoff && (handoff.message || handoff.fileAttachments?.length)) { - setSelectedMode(requestMode) void sendMessage(handoff.message ?? '', handoff.fileAttachments, handoff.contexts, { requestMode, ...(handoff.resumeUserMessageId @@ -259,7 +278,6 @@ function OrganizationHomeContent({ ) => { if (requestMode !== 'assistant' && !canBuild) return if (requestMode === 'assistant') recordQuery(message) - setSelectedMode(requestMode) if (requestMode !== 'assistant') panel.prepareResourceViewForAgentTurn() void sendMessage(message, fileAttachments, contexts, { requestMode, @@ -267,26 +285,23 @@ function OrganizationHomeContent({ ...(assistantSearch ? { assistantSearch } : {}), }) } - const changeMode = (mode: ChatRequestMode) => { - if (!canSelectMode || mode === requestMode) return - setSelectedMode(mode) - void setSearchParams({ searchLevel: null }) - if (userId) rememberMode(userId, organization.id, mode) - } - const submit = (text: string, contexts?: ChatContext[]) => { const message = text.trim() if (files.attachedFiles.some((file) => file.uploading)) return - const attachments: FileAttachmentForApi[] = files.attachedFiles - .filter((file) => file.key) - .map((file) => ({ - id: file.id, - key: file.key!, - filename: file.name, - media_type: file.type, - size: file.size, - path: file.path, - })) + const attachments: FileAttachmentForApi[] = files.attachedFiles.flatMap((file) => + file.key + ? [ + { + id: file.id, + key: file.key, + filename: file.name, + media_type: file.type, + size: file.size, + path: file.path, + }, + ] + : [] + ) if (!message && !attachments.length) return useMothershipDraftsStore.getState().clearDraft(draftKey) send(message, attachments.length ? attachments : undefined, contexts) @@ -297,8 +312,6 @@ function OrganizationHomeContent({ const editQueuedMessage = (id: string) => { const queued = chat.editQueuedMessage(id) if (queued) { - const queuedMode = queued.requestMode ?? requestMode - setSelectedMode(queuedMode) setDraft(queued.content, queued.contexts) setRestoredContexts(queued.contexts ?? []) files.restoreAttachedFiles( @@ -320,77 +333,81 @@ function OrganizationHomeContent({ return queued } - const composer = - requestMode !== 'assistant' && !canBuild ? ( -
- Build requires permission to create workspaces.{' '} - {searchAccess.memberScoped && ( - - Start a Search chat - - )} -
- ) : ( - { - const tail = chat.messageQueue.at(-1) - return tail ? Boolean(editQueuedMessage(tail.id)) : false - }} - files={files} - isInitialView={!hasChat} - isSending={chat.isSending || chat.isReconnecting} - onChange={setDraft} - onSubmit={submit} - onSendQueuedHead={() => { - void chat.sendNow() - }} - onStop={() => { - void chat.stopGeneration() - }} - /> - ) + const composer = ( + setPlanning((value) => !value) + : undefined + } + value={draft} + restoredContexts={restoredContexts} + messages={chat.messages} + onEditQueuedTail={() => { + const tail = chat.messageQueue.at(-1) + return tail ? Boolean(editQueuedMessage(tail.id)) : false + }} + files={files} + isInitialView={!hasChat} + isSending={chat.isSending || chat.isReconnecting} + onChange={setDraft} + onSubmit={submit} + onSendQueuedHead={() => { + void chat.sendNow() + }} + onStop={() => { + void chat.stopGeneration() + }} + /> + ) const content = (
{hasChat ? ( - - addResource({ - type: 'sources', - id: 'cited-sources', - title: 'Sources', - sources: { messageId, ...(requestId ? { requestId } : {}) }, - }) - } - SearchConnectionComponent={SearchIntegrationConnection} - messages={chat.messages} - isSending={chat.isSending} - isReconnecting={chat.isReconnecting} - isLoading={Boolean(chatId) && !chat.messages.length && chat.isChatHistoryPending} - onSubmit={send} - onStopGeneration={() => { - void chat.stopGeneration() - }} - messageQueue={chat.messageQueue} - editingQueuedId={chat.editingQueuedId} - dispatchingHeadId={chat.dispatchingHeadId} - onRemoveQueuedMessage={chat.removeFromQueue} - onSendQueuedMessage={chat.sendNow} - onEditQueuedMessage={editQueuedMessage} - onCancelQueueEdit={chat.cancelQueueEdit} - userId={session?.user?.id} + + active={chat.isSending} + enabled={requestMode === 'assistant'} + > + + addResource({ + type: 'sources', + id: 'cited-sources', + title: 'Sources', + sources: { messageId, ...(requestId ? { requestId } : {}) }, + }) + } + SearchConnectionComponent={SearchIntegrationConnection} + messages={chat.messages} + isSending={chat.isSending} + isReconnecting={chat.isReconnecting} + isLoading={Boolean(chatId) && !chat.messages.length && chat.isChatHistoryPending} + onSubmit={send} + onStopGeneration={() => { + void chat.stopGeneration() + }} + messageQueue={chat.messageQueue} + editingQueuedId={chat.editingQueuedId} + dispatchingHeadId={chat.dispatchingHeadId} + onRemoveQueuedMessage={chat.removeFromQueue} + onSendQueuedMessage={chat.sendNow} + onEditQueuedMessage={editQueuedMessage} + onCancelQueueEdit={chat.cancelQueueEdit} + userId={session?.user?.id} + chatId={chat.resolvedChatId} + composer={ + <> + + {composer} + + } + onWorkspaceResourceSelect={requestMode !== 'assistant' ? selectResource : undefined} + initialScrollBlocked={panel.initialScrollBlocked} + /> + ) : ( {composer}
- {requestMode === 'agent' ? ( + {requestMode !== 'assistant' ? ( setDraft(mentionifyIntegrations(prompt))} /> - ) : searchAccess.memberScoped ? ( + ) : ( - ) : null} + )}
)} diff --git a/apps/sim/app/o/[organizationId]/components/organization-sidebar/hooks/use-organization-chat-actions.ts b/apps/sim/app/o/[organizationId]/components/organization-sidebar/hooks/use-organization-chat-actions.ts index 0825cc2af8c..5470dfd65b9 100644 --- a/apps/sim/app/o/[organizationId]/components/organization-sidebar/hooks/use-organization-chat-actions.ts +++ b/apps/sim/app/o/[organizationId]/components/organization-sidebar/hooks/use-organization-chat-actions.ts @@ -126,10 +126,12 @@ export function useOrganizationChatActions({ const confirmDelete = useCallback(() => { if (chatsToDelete.length === 0 || isDeleting) return const redirectIfDeleted = (ids: string[]) => { - if ( - ids.some((id) => window.location.pathname === organizationRoutes(organizationId).chat(id)) - ) { - router.push(organizationRoutes(organizationId).home) + const current = chats.find( + (chat) => ids.includes(chat.id) && window.location.pathname === chat.href + ) + if (current) { + const routes = organizationRoutes(organizationId) + router.push(current.href.startsWith(`${routes.search}/`) ? routes.search : routes.home) } } const options = { @@ -157,6 +159,7 @@ export function useOrganizationChatActions({ } }, [ chatIdsToDelete, + chats, chatsToDelete, deleteChat.mutate, deleteChats.mutate, diff --git a/apps/sim/app/o/[organizationId]/components/organization-sidebar/hooks/use-organization-chats.ts b/apps/sim/app/o/[organizationId]/components/organization-sidebar/hooks/use-organization-chats.ts index 0bff17ebe9e..1230c52530f 100644 --- a/apps/sim/app/o/[organizationId]/components/organization-sidebar/hooks/use-organization-chats.ts +++ b/apps/sim/app/o/[organizationId]/components/organization-sidebar/hooks/use-organization-chats.ts @@ -1,3 +1,4 @@ +import { organizationRoutes } from '@/lib/navigation/paths' import { useOrganizationMothershipChats } from '@/hooks/queries/mothership-chats' export interface OrganizationChat { @@ -17,7 +18,10 @@ export function useOrganizationChats(organizationId: string) { const chats: OrganizationChat[] = (query.data ?? []).map((chat) => ({ id: chat.id, name: chat.name, - href: `/o/${organizationId}/chat/${chat.id}`, + href: + chat.mode === 'assistant' + ? organizationRoutes(organizationId).searchChat(chat.id) + : organizationRoutes(organizationId).chat(chat.id), isActive: chat.isActive, isUnread: chat.isUnread, isPinned: chat.isPinned, diff --git a/apps/sim/app/o/[organizationId]/components/organization-sidebar/organization-sidebar.tsx b/apps/sim/app/o/[organizationId]/components/organization-sidebar/organization-sidebar.tsx index eb575a23ef3..13751a15b35 100644 --- a/apps/sim/app/o/[organizationId]/components/organization-sidebar/organization-sidebar.tsx +++ b/apps/sim/app/o/[organizationId]/components/organization-sidebar/organization-sidebar.tsx @@ -95,7 +95,7 @@ export const OrganizationSidebar = memo(function OrganizationSidebar({ }) const isMac = isMacPlatform() - const canUseHome = mothershipAvailable && (canBuild || searchAccess.memberScoped) + const canUseHome = mothershipAvailable && canBuild const navItems = buildOrganizationNavItems( organization.id, searchAccess.memberScoped, @@ -283,7 +283,7 @@ export const OrganizationSidebar = memo(function OrganizationSidebar({ isCollapsed={isCollapsed} pathname={pathname} /> - {canUseHome && ( + {mothershipAvailable && (canBuild || searchAccess.memberScoped) && ( ({ useChatInputFocus: vi.fn() })) vi.mock('@/app/o/[organizationId]/providers/organization-provider', () => organizationProviderMock) import { Composer } from '@/app/o/[organizationId]/home/components/composer/composer' -import type { ChatRequestMode } from '@/app/workspace/[workspaceId]/home/types' import { FeatureFlagsProvider } from '@/app/workspace/[workspaceId]/providers/feature-flags-provider' import { useFileAttachments } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/hooks/use-file-attachments' @@ -198,7 +197,7 @@ async function render( requestMode: 'agent' | 'assistant' | 'plan' = 'assistant', controls: Pick< ComponentProps, - 'isSending' | 'showModeSelector' | 'onModeChange' | 'restoredContexts' | 'onSendQueuedHead' + 'isSending' | 'restoredContexts' | 'onSendQueuedHead' > = { isSending: false } ) { function Harness() { @@ -211,8 +210,6 @@ async function render( return ( files[index] ?? null }) } -it.each([ - { searchEnabled: true, planEnabled: true, modes: ['assistant', 'agent', 'plan', 'assistant'] }, - { searchEnabled: true, planEnabled: false, modes: ['assistant', 'agent', 'assistant'] }, - { searchEnabled: false, planEnabled: true, modes: ['agent', 'plan', 'agent'] }, - { searchEnabled: true, planEnabled: true, withDocument: true, modes: ['agent', 'plan', 'agent'] }, -] satisfies { - searchEnabled: boolean - planEnabled: boolean - withDocument?: boolean - modes: ChatRequestMode[] -}[])( - 'cycles available modes without losing the draft or selection (Search: $searchEnabled, Plan: $planEnabled, document: $withDocument)', - async ({ searchEnabled, planEnabled, modes, withDocument = false }) => { - vi.useFakeTimers({ toFake: ['requestAnimationFrame', 'cancelAnimationFrame'] }) - let currentMode = modes[0] - function Harness() { - const [mode, setMode] = useState(modes[0]) - currentMode = mode - const [value, setValue] = useState('Summarize this draft') - const files = useFileAttachments({ - userId: 'user-a', - organizationId: 'organization-a', - requestMode: mode, - }) - const { restoreAttachedFiles } = files - useEffect(() => { - if (withDocument) { - restoreAttachedFiles([ - { - id: 'document-a', - name: 'Draft.pdf', - type: 'application/pdf', - size: 1024, - key: 'sample/draft.pdf', - path: '', - uploading: false, - }, - ]) - } - }, [restoreAttachedFiles]) - return ( - {}} - onSubmit={() => {}} - /> - ) - } - await act(async () => - root.render( - - - - - - - ) - ) - const input = container.querySelector('[aria-label="Ask Sim"]')! - await act(async () => { - input.focus() - input.setSelectionRange(10, 14, 'backward') - }) - for (const expectedMode of modes.slice(1)) { - const event = new KeyboardEvent('keydown', { - key: 'Tab', - shiftKey: true, - bubbles: true, - cancelable: true, - }) - await act(async () => { - container.querySelector('[aria-label="Ask Sim"]')!.dispatchEvent(event) - }) - await act(async () => vi.advanceTimersToNextFrame()) - const nextInput = container.querySelector('[aria-label="Ask Sim"]')! - expect(currentMode).toBe(expectedMode) - expect(event.defaultPrevented).toBe(true) - expect(document.activeElement).toBe(nextInput) - expect(nextInput.value).toBe('Summarize this draft') - expect([ - nextInput.selectionStart, - nextInput.selectionEnd, - nextInput.selectionDirection, - ]).toEqual([10, 14, 'backward']) - } - } -) - async function paste(files: File[]) { const event = new Event('paste', { bubbles: true, cancelable: true }) Object.defineProperty(event, 'clipboardData', { diff --git a/apps/sim/app/o/[organizationId]/home/components/composer/composer.tsx b/apps/sim/app/o/[organizationId]/home/components/composer/composer.tsx index 402b2bcd5f7..a09c6a35e21 100644 --- a/apps/sim/app/o/[organizationId]/home/components/composer/composer.tsx +++ b/apps/sim/app/o/[organizationId]/home/components/composer/composer.tsx @@ -5,16 +5,12 @@ import { Chip, ComposerActionButton, cn, Tooltip, toast } from '@sim/emcn' import { ArrowUp, Paperclip, Plus, Search, Slash, StopFilled } from '@sim/emcn/icons' import { useQueries } from '@tanstack/react-query' import { UNAVAILABLE_CONTEXT_NOTICE } from '@/lib/mothership/chat/context' -import { - ASSISTANT_IMAGE_ACCEPT_ATTRIBUTE, - isAssistantImageType, -} from '@/lib/uploads/shared/assistant-images' +import { ASSISTANT_IMAGE_ACCEPT_ATTRIBUTE } from '@/lib/uploads/shared/assistant-images' import { MOTHERSHIP_ACCEPT_ATTRIBUTE } from '@/lib/uploads/utils/validation' import { inter } from '@/app/_styles/fonts/inter/inter' import { SearchInputBar } from '@/app/o/[organizationId]/components/search-input-bar' import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' import { AttachedFilesList } from '@/app/workspace/[workspaceId]/home/components/user-input/components/attached-files-list/attached-files-list' -import { ConversationModeSelector } from '@/app/workspace/[workspaceId]/home/components/user-input/components/conversation-mode-selector' import { DropOverlay } from '@/app/workspace/[workspaceId]/home/components/user-input/components/drop-overlay/drop-overlay' import { InputToolbar } from '@/app/workspace/[workspaceId]/home/components/user-input/components/input-toolbar' import { MicButton } from '@/app/workspace/[workspaceId]/home/components/user-input/components/mic-button/mic-button' @@ -24,7 +20,6 @@ import { usePromptEditor, } from '@/app/workspace/[workspaceId]/home/components/user-input/components/prompt-editor' import { organizationSkillOptions } from '@/app/workspace/[workspaceId]/home/components/user-input/components/skills-menu-dropdown/organization-skill-options' -import { useConversationModeShortcut } from '@/app/workspace/[workspaceId]/home/components/user-input/hooks/use-conversation-mode-shortcut' import { usePromptHistory } from '@/app/workspace/[workspaceId]/home/components/user-input/hooks/use-prompt-history' import type { ChatMessage, ChatRequestMode } from '@/app/workspace/[workspaceId]/home/types' import type { useFileAttachments } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/hooks/use-file-attachments' @@ -36,10 +31,8 @@ import { useVoiceInput } from '@/hooks/use-voice-input' import type { ChatContext } from '@/stores/panel' interface ComposerProps { - searchEnabled?: boolean requestMode?: ChatRequestMode - onModeChange?: (mode: ChatRequestMode) => void - showModeSelector?: boolean + onPlanChange?: () => void value: string files: ReturnType /** On the empty home the placeholder types itself and the field is taller; in a chat it is the plain footer input. */ @@ -54,16 +47,10 @@ interface ComposerProps { onStop: () => void } -/** - * The organization home composer: a question to the Assistant. Wears the - * workspace chat input's chrome — the framed field and the send control — and - * carries only the controls that are wired for the organization. - */ +/** Organization composer with scoped resources, attachments, voice, and draft restoration. */ export function Composer({ - searchEnabled = true, requestMode = 'assistant', - onModeChange, - showModeSelector = false, + onPlanChange, value, files, isInitialView, @@ -111,25 +98,6 @@ export function Composer({ getMessages: () => messages ?? [], }) const { textareaRef } = editor - const searchBlocked = - editor.getActiveContexts().length > 0 || - files.attachedFiles.some((file) => !isAssistantImageType(file.type)) - const handleModeChange = (mode: ChatRequestMode) => { - if (mode === 'assistant' && searchBlocked) { - toast.info( - 'Remove resource and skill mentions and non-image attachments before switching to Search.' - ) - return - } - onModeChange?.(mode) - } - const handleModeShortcut = useConversationModeShortcut({ - value: requestMode, - searchEnabled: searchEnabled && !searchBlocked, - onChange: showModeSelector && onModeChange ? handleModeChange : undefined, - textareaRef, - pickerOpen: editor.mentionQuery !== null || editor.slashQuery !== null, - }) const editorRef = useRef(editor) editorRef.current = editor const lastPublished = useRef(value) @@ -169,10 +137,7 @@ export function Composer({ const canSubmit = !files.attachedFiles.some((file) => file.uploading) && (value.trim().length > 0 || files.attachedFiles.some((file) => file.key)) - const animatedPlaceholder = useAnimatedPlaceholder( - isInitialView && !value, - imagesOnly ? 'search' : 'build' - ) + const animatedPlaceholder = useAnimatedPlaceholder(!imagesOnly && isInitialView && !value) const placeholder = isInitialView ? animatedPlaceholder : 'Send message to Sim' const submit = () => { @@ -233,9 +198,7 @@ export function Composer({ const leadingControls = ( <> - {imagesOnly && !showModeSelector && ( - - )} + {imagesOnly && } {!imagesOnly && contextPicker('resources', Plus, 'Add resources')} {!imagesOnly && ( @@ -252,12 +215,15 @@ export function Composer({ )} {!imagesOnly && contextPicker('skills', Slash, 'Skills')} - {showModeSelector && ( - + {onPlanChange && ( + + Plan + )} ) @@ -294,7 +260,6 @@ export function Composer({ return (
, organizationId: string ): string | null { - if (!context.mothershipAvailable && context.searchAccess.memberScoped) { - return organizationRoutes(organizationId).search - } - if (!(context.mothershipAvailable && context.canBuild) && !context.searchAccess.memberScoped) { - return WORKSPACE_SETTINGS_PATH - } - return null + if (context.mothershipAvailable && context.canBuild) return null + return context.searchAccess.memberScoped + ? organizationRoutes(organizationId).search + : WORKSPACE_SETTINGS_PATH } diff --git a/apps/sim/app/o/[organizationId]/home/page.test.tsx b/apps/sim/app/o/[organizationId]/home/page.test.tsx index dad656467db..963f9a76697 100644 --- a/apps/sim/app/o/[organizationId]/home/page.test.tsx +++ b/apps/sim/app/o/[organizationId]/home/page.test.tsx @@ -19,8 +19,8 @@ vi.mock('@/app/o/[organizationId]/integrations/integrations', () => ({ vi.mock('@/app/o/[organizationId]/search/search', () => ({ OrganizationSearch: () =>
Standalone Search
, })) -vi.mock('@/app/o/[organizationId]/home/organization-home', () => ({ - OrganizationHome: ({ requestMode }: { requestMode?: string }) => ( +vi.mock('@/app/o/[organizationId]/components/organization-conversation', () => ({ + OrganizationConversation: ({ requestMode }: { requestMode?: string }) => (
Organization Assistant
), })) @@ -40,6 +40,7 @@ describe('organization Search page gates', () => { authMockFns.mockGetSession.mockResolvedValue(session) mocks.context.mockResolvedValue({ mothershipAvailable: true, + canBuild: true, searchAccess: { memberScoped: true }, }) mockChat.mockResolvedValue({ type: 'mothership', organizationId: 'org-1', mode: 'agent' }) diff --git a/apps/sim/app/o/[organizationId]/home/page.tsx b/apps/sim/app/o/[organizationId]/home/page.tsx index 29e8b0351ce..ba9bde38fec 100644 --- a/apps/sim/app/o/[organizationId]/home/page.tsx +++ b/apps/sim/app/o/[organizationId]/home/page.tsx @@ -3,8 +3,8 @@ import type { Metadata } from 'next' import { notFound, redirect } from 'next/navigation' import { getSession } from '@/lib/auth' import { getOrganizationSurfaceContext } from '@/lib/organizations/surface' +import { OrganizationConversation } from '@/app/o/[organizationId]/components/organization-conversation' import { getOrganizationHomeRedirect } from '@/app/o/[organizationId]/home/home-redirect' -import { OrganizationHome } from '@/app/o/[organizationId]/home/organization-home' import { HomeFallback } from '@/app/workspace/[workspaceId]/home/home-fallback' export const metadata: Metadata = { @@ -26,7 +26,7 @@ export default async function OrganizationHomePage({ return ( }> - + ) } diff --git a/apps/sim/app/o/[organizationId]/home/search-params.ts b/apps/sim/app/o/[organizationId]/home/search-params.ts deleted file mode 100644 index 5d9af1370ee..00000000000 --- a/apps/sim/app/o/[organizationId]/home/search-params.ts +++ /dev/null @@ -1,18 +0,0 @@ -import { parseAsStringLiteral } from 'nuqs/server' -import type { AssistantSearchLevel } from '@/lib/mothership/generated/assistant' -import { organizationSearchParsers } from '@/app/o/[organizationId]/search/search-params' -import { searchFilterParsers } from '@/app/workspace/[workspaceId]/home/search-params' - -export type SearchLevel = AssistantSearchLevel - -export const SEARCH_LEVEL_VALUES = [ - 'fast', - 'adaptive', - 'max', -] as const satisfies readonly SearchLevel[] - -export const organizationHomeParsers = { - ...organizationSearchParsers, - ...searchFilterParsers, - searchLevel: parseAsStringLiteral(SEARCH_LEVEL_VALUES), -} as const diff --git a/apps/sim/app/o/[organizationId]/integrations/account-permissions-link.tsx b/apps/sim/app/o/[organizationId]/integrations/account-permissions-link.tsx new file mode 100644 index 00000000000..97adc578b69 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/integrations/account-permissions-link.tsx @@ -0,0 +1,44 @@ +import { + Chip, + ChipLink, + DropdownMenu, + DropdownMenuContent, + DropdownMenuItem, + DropdownMenuTrigger, +} from '@sim/emcn' +import { ChevronDown } from '@sim/emcn/icons' +import Link from 'next/link' +import { organizationRoutes } from '@/lib/navigation/paths' + +interface AccountPermissionsLinkProps { + organizationId: string + accounts: readonly { credentialId: string; displayName: string }[] +} + +export function AccountPermissionsLink({ organizationId, accounts }: AccountPermissionsLinkProps) { + const routes = organizationRoutes(organizationId) + const [account] = accounts + if (!account) return null + if (accounts.length === 1) + return ( + + Tool permissions + + ) + return ( + + + Tool permissions + + + {accounts.map((entry) => ( + + + {entry.displayName} + + + ))} + + + ) +} diff --git a/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/loading.tsx b/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/loading.tsx new file mode 100644 index 00000000000..4d1e787708c --- /dev/null +++ b/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/loading.tsx @@ -0,0 +1,5 @@ +import { ApplicationLoading } from '@/app/_shell/application-loading' + +export default function Loading() { + return +} diff --git a/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/page.tsx b/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/page.tsx new file mode 100644 index 00000000000..42158de4d9d --- /dev/null +++ b/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/page.tsx @@ -0,0 +1,20 @@ +import { Suspense } from 'react' +import type { Metadata } from 'next' +import Loading from '@/app/o/[organizationId]/integrations/accounts/[credentialId]/loading' +import { AccountToolPermissions } from '@/app/o/[organizationId]/integrations/accounts/[credentialId]/tool-permissions' + +export const metadata: Metadata = { title: 'Tool permissions', referrer: 'no-referrer' } + +interface AccountToolPermissionsPageProps { + params: Promise<{ organizationId: string; credentialId: string }> +} + +export default async function AccountToolPermissionsPage({ + params, +}: AccountToolPermissionsPageProps) { + return ( + }> + + + ) +} diff --git a/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/tool-permissions.tsx b/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/tool-permissions.tsx new file mode 100644 index 00000000000..014ec46f66a --- /dev/null +++ b/apps/sim/app/o/[organizationId]/integrations/accounts/[credentialId]/tool-permissions.tsx @@ -0,0 +1,225 @@ +'use client' + +import { Chip, ChipLink, ChipSelect, ChipSwitch, Tooltip, toast } from '@sim/emcn' +import { ArrowLeft, Ban, Check, Hand } from '@sim/emcn/icons' +import type { + AssistantToolPermissionsResponse, + UpdateAssistantToolPermissionsBody, +} from '@/lib/api/contracts/assistant-actions' +import { resolveCredentialDisplay } from '@/lib/integrations/credential-display' +import { organizationRoutes } from '@/lib/navigation/paths' +import { + OrganizationPage, + useOrganizationPageFilters, +} from '@/app/o/[organizationId]/components/organization-page' +import { IntegrationTile } from '@/app/workspace/[workspaceId]/integrations/components/integrations-showcase' +import { + SettingsEmptyState, + SettingsQueryErrorState, +} from '@/app/workspace/[workspaceId]/settings/components/settings-empty-state' +import { SettingsResourceRow } from '@/app/workspace/[workspaceId]/settings/components/settings-resource-row' +import { SettingsSection } from '@/app/workspace/[workspaceId]/settings/components/settings-section/settings-section' +import { + useAssistantToolPermissions, + useUpdateAssistantToolPermissions, +} from '@/hooks/queries/assistant-actions' + +const POLICY_OPTIONS = [ + { value: 'allow', label: 'Allow', icon: Check }, + { value: 'ask', label: 'Ask', icon: Hand }, + { value: 'block', label: 'Block', icon: Ban }, +] as const +const TOOL_GROUPS = [ + { effect: 'read', label: 'Read-only tools' }, + { effect: 'write', label: 'Write tools' }, +] as const + +interface AccountToolPermissionsProps { + organizationId: string + credentialId: string +} + +export function AccountToolPermissions({ + organizationId, + credentialId, +}: AccountToolPermissionsProps) { + const query = useAssistantToolPermissions(organizationId, credentialId) + const update = useUpdateAssistantToolPermissions(organizationId, credentialId) + const { search } = useOrganizationPageFilters() + const data = query.data + const display = data + ? resolveCredentialDisplay({ ...data.account, type: 'managed_oauth' }) + : undefined + const save = (change: UpdateAssistantToolPermissionsBody['change']) => { + if (!data || update.isPending) return + update.mutate( + { revision: data.revision, change }, + { onError: (error) => toast.error(error.message) } + ) + } + + return ( + + Integrations + + } + > + {query.error ? ( + void query.refetch()} + variant='inline' + /> + ) : !data ? ( + Loading tool permissions + ) : ( +
+
+ + ) : undefined + } + /> +

+ Allow runs automatically. Ask pauses for your review. Block prevents use. +

+ {!data.canAutoApprove && ( +

+ Your organization requires approval before tools run. +

+ )} + {!data.account.active && ( +

+ This account is disconnected or paused. Reconnect it before allowing tools + automatically. +

+ )} +
+ {TOOL_GROUPS.map((group) => ( + + ))} + {data.tools.length === 0 && ( + + No Assistant tools are available for this account + + )} +
+ )} + + ) +} + +interface ToolPermissionGroupProps { + effect: 'read' | 'write' + label: string + data: AssistantToolPermissionsResponse + search: string + pending: boolean + onChange: (change: UpdateAssistantToolPermissionsBody['change']) => void +} + +function ToolPermissionGroup({ + effect, + label, + data, + search, + pending, + onChange, +}: ToolPermissionGroupProps) { + const tools = data.tools.filter((tool) => tool.effect === effect) + const query = search.trim().toLowerCase() + const visible = tools.filter((tool) => + `${tool.name} ${tool.description}`.toLowerCase().includes(query) + ) + if (tools.length === 0) return null + const defaultPolicy = effect === 'read' ? data.readPolicy : data.writePolicy + const defaultLabel = POLICY_OPTIONS.find((option) => option.value === defaultPolicy)?.label + const groupValue = tools.every((tool) => tool.policy === tools[0].policy) + ? tools[0].policy + : undefined + const options = POLICY_OPTIONS.map((option) => ({ + ...option, + disabled: option.value === 'allow' && (!data.canAutoApprove || !data.account.active), + })) + return ( + { + const option = POLICY_OPTIONS.find((entry) => entry.value === value) + if (option) onChange({ kind: 'group', effect, policy: option.value }) + }} + /> + } + > +
+ {visible.map((tool) => ( +
+
+ + + {tool.name} + + {tool.description} + +
+
+ {!tool.inherited && ( + onChange({ kind: 'tool', toolId: tool.toolId, policy: null })} + > + Reset to {defaultLabel} + + )} + onChange({ kind: 'tool', toolId: tool.toolId, policy })} + /> +
+
+ ))} +
+ {!visible.length && ( + No matching tools + )} + + ) +} diff --git a/apps/sim/app/o/[organizationId]/integrations/assistant-account-integrations.tsx b/apps/sim/app/o/[organizationId]/integrations/assistant-account-integrations.tsx new file mode 100644 index 00000000000..a1185a7afed --- /dev/null +++ b/apps/sim/app/o/[organizationId]/integrations/assistant-account-integrations.tsx @@ -0,0 +1,157 @@ +'use client' + +import { Chip, ChipSelect, toast } from '@sim/emcn' +import type { SearchIntegrationStatus } from '@/lib/api/contracts/knowledge/search-integrations' +import type { OrganizationAccountsSettings } from '@/lib/api/contracts/organization-accounts' +import { assistantSearchSourceForProvider } from '@/lib/assistant-actions/providers' +import { + getCredentialGroupProviderId, + getCredentialGroupProviderService, +} from '@/lib/credential-groups/providers' +import { AccountPermissionsLink } from '@/app/o/[organizationId]/integrations/account-permissions-link' +import { DisconnectAccountMenu } from '@/app/o/[organizationId]/integrations/disconnect-account-menu' +import { assistantAccountOptions } from '@/app/o/[organizationId]/integrations/utils' +import { IntegrationTile } from '@/app/workspace/[workspaceId]/integrations/components/integrations-showcase' +import { SettingsResourceRow } from '@/app/workspace/[workspaceId]/settings/components/settings-resource-row' +import { SettingsSection } from '@/app/workspace/[workspaceId]/settings/components/settings-section/settings-section' +import { + useConnectOrganizationAccount, + useEnsureOrganizationAccounts, + useReconnectPersonalOrganizationAccount, +} from '@/hooks/queries/organization-accounts' + +interface AssistantAccountIntegrationsProps { + organizationId: string + search: string + data: OrganizationAccountsSettings + policies: SearchIntegrationStatus[] | undefined + admin?: boolean +} + +/** Apps without a Search connector use the same personal enrollment and approval controls. */ +export function AssistantAccountIntegrations({ + organizationId, + search, + data, + policies, + admin = false, +}: AssistantAccountIntegrationsProps) { + const ensure = useEnsureOrganizationAccounts() + const connect = useConnectOrganizationAccount() + const reconnect = useReconnectPersonalOrganizationAccount() + const onError = (error: Error) => toast.error(error.message) + const group = data.credentialGroup + const { providers, visible } = assistantAccountOptions(data, search) + const query = search.trim().toLowerCase() + const available = providers.filter( + (provider) => + getCredentialGroupProviderService(provider).name.toLowerCase().includes(query) && + data.availableProviders.includes(provider) && + !group?.options.some((option) => option.provider === provider) + ) + if (!visible.length && (!admin || !available.length)) return null + return ( + ({ + value: provider, + label: getCredentialGroupProviderService(provider).name, + }))} + onChange={(value) => { + const provider = available.find((candidate) => candidate === value) + if (provider && provider !== 'slack') + ensure.mutate( + { + organizationId, + option: { + provider, + label: getCredentialGroupProviderService(provider).name, + required: false, + }, + }, + { onError } + ) + }} + /> + ) : undefined + } + > +

+ Connect your own account to use these apps in Assistant. Write actions ask for review by + default. +

+
+ {visible.map((option) => { + const service = getCredentialGroupProviderService(option.provider) + const accounts = (data.viewerAccounts ?? []).filter( + (account) => account.optionId === option.id + ) + const source = assistantSearchSourceForProvider( + getCredentialGroupProviderId(option.provider) + ) + const policy = policies?.find((entry) => entry.connectorType === source) + const ready = + group?.status === 'active' && + option.status === 'active' && + option.configurationStatus === 'ready' && + providers.includes(option.provider) && + data.availableProviders.includes(option.provider) && + (!source || (policy?.approved === true && policy.available !== false)) + return ( + } + title={service.name} + description={ + accounts.length + ? accounts.map((account) => account.displayName).join(', ') + : source && !policies + ? undefined + : ready + ? 'No account connected' + : 'Connections unavailable' + } + trailing={ +
+ + + {accounts + .filter((account) => account.status === 'needs_reauth') + .map((account) => ( + reconnect.mutate(account.credentialId, { onError })} + > + Reconnect{accounts.length > 1 ? ` ${account.displayName}` : ''} + + ))} + + connect.mutate({ organizationId, optionId: option.id }, { onError }) + } + > + {accounts.length ? 'Add account' : 'Connect'} + +
+ } + /> + ) + })} +
+ + ) +} diff --git a/apps/sim/app/o/[organizationId]/integrations/live-member-integrations.test.tsx b/apps/sim/app/o/[organizationId]/integrations/live-member-integrations.test.tsx index 67bd8e42897..33f5cd5f74f 100644 --- a/apps/sim/app/o/[organizationId]/integrations/live-member-integrations.test.tsx +++ b/apps/sim/app/o/[organizationId]/integrations/live-member-integrations.test.tsx @@ -9,23 +9,21 @@ import { organizationProviderMockFns, } from '@sim/testing/mocks/organization-provider.mock' import { createRoot, type Root } from 'react-dom/client' -import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest' +import { afterEach, beforeEach, expect, it, vi } from 'vitest' +import type { OrganizationAccountsSettings } from '@/lib/api/contracts/organization-accounts' +import { LiveMemberIntegrations } from '@/app/o/[organizationId]/integrations/live-member-integrations' -const mocks = vi.hoisted(() => ({ - policies: vi.fn(), - secrets: vi.fn(), - saveSecrets: vi.fn(), - connect: vi.fn(), - reconnect: vi.fn(), - refetch: vi.fn(), -})) +const mocks = vi.hoisted(() => ({ connect: vi.fn() })) vi.mock('@/hooks/queries/organization-accounts', () => organizationAccountsQueriesMock) vi.mock('@/hooks/queries/organization-secrets', () => ({ - useOrganizationSecretSource: mocks.secrets, - useConfigureOrganizationSecretSource: () => ({ mutate: mocks.saveSecrets }), - useRemoveOrganizationSecretSource: () => ({ mutate: vi.fn() }), + useOrganizationSecretSource: () => ({ data: { source: null } }), +})) +vi.mock('@/hooks/queries/search-integrations', () => ({ + useSearchIntegrations: () => ({ + data: [{ connectorType: 'coda', approved: true }], + isSuccess: true, + }), })) -vi.mock('@/hooks/queries/search-integrations', () => ({ useSearchIntegrations: mocks.policies })) vi.mock('@/app/o/[organizationId]/providers/organization-provider', () => organizationProviderMock) vi.mock('@/app/o/[organizationId]/integrations/disconnect-account-menu', () => ({ DisconnectAccountMenu: ({ accounts }: { accounts: { displayName: string }[] }) => ( @@ -36,50 +34,16 @@ vi.mock('@/app/workspace/[workspaceId]/integrations/components/integrations-show IntegrationTile: () => null, })) -import { defaultLiveSearchPolicy } from '@/lib/sim-search/live/policy-schema' -import { LiveMemberIntegrations } from '@/app/o/[organizationId]/integrations/live-member-integrations' - -const mockInventory = organizationAccountsQueriesMockFns.mockUseOrganizationAccounts -organizationAccountsQueriesMockFns.mockUseConnectOrganizationAccount.mockReturnValue({ - mutate: mocks.connect, -}) -organizationAccountsQueriesMockFns.mockUseReconnectPersonalOrganizationAccount.mockReturnValue({ - mutate: mocks.reconnect, -}) -organizationProviderMockFns.mockUseOrganizationContext.mockReturnValue({ - organization: { id: 'org', name: 'Example Organization' }, -}) - let root: Root let container: HTMLDivElement -const group = { - status: 'active', - options: [ - { - id: 'github-option', - provider: 'github-repositories', - status: 'active', - configurationStatus: 'ready', - }, - ], - mcpServers: [], -} -const inventory = (overrides = {}) => ({ - credentialGroup: group, - availableMcpConnectors: [], - viewerAccounts: [], - viewerMcpAccounts: [], - canManage: false, - ...overrides, -}) beforeEach(() => { - mocks.secrets.mockReturnValue({ data: { source: null } }) - vi.stubGlobal('IS_REACT_ACT_ENVIRONMENT', true) - mockInventory.mockReturnValue({ data: inventory(), refetch: mocks.refetch }) - mocks.policies.mockReturnValue({ - data: [{ connectorType: 'github', approved: true }], - refetch: mocks.refetch, + organizationAccountsQueriesMockFns.mockUseConnectOrganizationAccount.mockReturnValue({ + mutate: mocks.connect, + }) + organizationProviderMockFns.mockUseOrganizationContext.mockReturnValue({ + organization: { id: 'org', name: 'Example Organization' }, }) + vi.stubGlobal('IS_REACT_ACT_ENVIRONMENT', true) container = document.createElement('div') document.body.appendChild(container) root = createRoot(container) @@ -88,151 +52,56 @@ afterEach(() => { act(() => root.unmount()) container.remove() }) -const render = async (search = '') => { - await act(async () => - root.render() - ) -} -const button = (label: string) => - [...container.querySelectorAll('button')].find((button) => button.textContent === label) -describe('live member connection states', () => { - it.each(['organization', 'member'] as const)( - 'shows Generic Secrets in %s mode without OAuth sources', - async (mode) => { - mocks.policies.mockReturnValue({ data: [] }) - mockInventory.mockReturnValue({ data: inventory({ credentialGroup: null }) }) - mocks.secrets.mockReturnValue({ data: { source: { id: 'source', mode } } }) - await render() - expect(container.textContent).toContain('Generic Secrets') - if (mode === 'member') - expect(container.querySelector('a')?.getAttribute('href')).toBe( - '/o/org/integrations/secrets' - ) - else { - expect(container.textContent).toContain('Organization managed') - expect(container.querySelector('a')).toBeNull() - } - expect(button('Configure')).toBeUndefined() - expect(button('Connect')).toBeUndefined() - await render('unrelated') - expect(container.textContent).not.toContain('Generic Secrets') - } - ) - it('keeps GitLab organization-managed with no personal token or connect action', async () => { - mocks.policies.mockReturnValue({ data: [{ connectorType: 'gitlab', approved: true }] }) - await render() - expect(container.textContent).toContain('Organization managed') - expect(container.textContent).not.toContain('personal access token') - expect(button('Connect')).toBeUndefined() - }) - it('connects the active provider option in this organization', async () => { - await render() - await act(async () => button('Connect')!.click()) - expect(mocks.connect).toHaveBeenCalledWith( - { organizationId: 'org', optionId: 'github-option' }, - expect.any(Object) - ) - }) - it.each([ - ['disabled', { credentialGroup: { ...group, status: 'disabled' } }], - ['unconfigured', { credentialGroup: null }], - ])('disables connection when %s', async (_name, overrides) => { - mockInventory.mockReturnValue({ data: inventory(overrides) }) - await render() - expect(button('Connect')?.disabled).toBe(true) - await act(async () => button('Connect')!.click()) - expect(mocks.connect).not.toHaveBeenCalled() - }) - it('shows the current account and reconnect action without enabling a disabled integration', async () => { - mockInventory.mockReturnValue({ - data: inventory({ - viewerAccounts: [ - { - credentialId: 'own', - providerId: 'github-repositories', - displayName: 'reader', - status: 'needs_reauth', - }, - ], - }), - }) - await render() - await act(async () => button('Reconnect')!.click()) - expect(mocks.reconnect).toHaveBeenCalledWith('own', expect.any(Object)) - mocks.policies.mockReturnValue({ data: [{ connectorType: 'github', approved: false }] }) - await render() - expect(button('Reconnect')?.disabled).toBe(true) - expect(button('Add account')).toBeUndefined() - }) - it('never presents another MCP provider as a Coda connection', async () => { - mocks.policies.mockReturnValue({ data: [{ connectorType: 'coda', approved: true }] }) - mockInventory.mockReturnValue({ - data: inventory({ - credentialGroup: { - ...group, - mcpServers: [{ id: 'coda-server', managedConnectorId: 'coda', enabled: true }], - }, - viewerMcpAccounts: [ - { - credentialId: 'other', - mcpServerId: 'other-server', - displayName: 'Other private account', - status: 'active', - }, - ], - }), - }) - await render() - expect(container.textContent).not.toContain('Other private account') - await act(async () => button('Connect')!.click()) - expect(mocks.connect).toHaveBeenCalledWith( - { organizationId: 'org', mcpServerId: 'coda-server' }, - expect.any(Object) - ) - }) - it.each([false, true])( - 'keeps Slack app setup out of member Integrations, admin=%s', - async (canManage) => { - mocks.policies.mockReturnValue({ data: [{ connectorType: 'slack', approved: true }] }) - mockInventory.mockReturnValue({ data: inventory({ canManage }) }) - await render() - expect(container.textContent).toContain('Slack') - expect(container.textContent).toContain('Not configured') - expect(container.textContent).not.toContain('Finish setup') - expect(container.querySelector('a')).toBeNull() - expect(button('Connect')?.disabled).toBe(true) - await act(async () => button('Connect')!.click()) - expect(mocks.connect).not.toHaveBeenCalled() - } - ) - it('explains service-account scope without hiding member connection controls', async () => { - mocks.policies.mockReturnValue({ - data: [ +it('never presents another MCP provider as a Coda connection', async () => { + const inventory = { + credentialGroup: { + id: 'group', + workspaceId: null, + organizationId: 'org', + name: 'Organization accounts', + description: null, + status: 'active', + options: [], + mcpServers: [ { - connectorType: 'github', - approved: true, - policy: { - ...defaultLiveSearchPolicy(), - accessMode: 'service_account', - sourceId: 'source', - }, + id: 'coda-server', + name: 'Coda', + description: null, + authType: 'oauth', + managedConnectorId: 'coda', + enabled: true, }, ], - }) - mockInventory.mockReturnValue({ - data: inventory({ - viewerAccounts: [ - { - credentialId: 'own', - providerId: 'github-repositories', - displayName: 'reader', - status: 'active', - }, - ], - }), - }) - await render() - expect(container.textContent).toContain('Selected resources you can access') - expect(button('Add account')).toBeDefined() + createdAt: '2026-01-01T00:00:00.000Z', + updatedAt: '2026-01-01T00:00:00.000Z', + }, + availableProviders: [], + assistantProviders: [], + availableMcpConnectors: ['coda'], + viewerAccounts: [], + viewerMcpAccounts: [ + { + credentialId: 'other', + mcpServerId: 'other-server', + displayName: 'Other private account', + status: 'active', + }, + ], + canManage: false, + indexingAvailable: true, + } satisfies OrganizationAccountsSettings + organizationAccountsQueriesMockFns.mockUseOrganizationAccounts.mockReturnValue({ + data: inventory, }) + await act(async () => root.render()) + expect(container.textContent).not.toContain('Other private account') + const connect = [...container.querySelectorAll('button')].find( + (button) => button.textContent === 'Connect' + ) + if (!connect) throw new Error('Missing Coda connection control') + await act(async () => connect.click()) + expect(mocks.connect).toHaveBeenCalledWith( + { organizationId: 'org', mcpServerId: 'coda-server' }, + expect.any(Object) + ) }) diff --git a/apps/sim/app/o/[organizationId]/integrations/live-member-integrations.tsx b/apps/sim/app/o/[organizationId]/integrations/live-member-integrations.tsx index 887df98a989..4da8866cd13 100644 --- a/apps/sim/app/o/[organizationId]/integrations/live-member-integrations.tsx +++ b/apps/sim/app/o/[organizationId]/integrations/live-member-integrations.tsx @@ -8,7 +8,10 @@ import { LIVE_SEARCH_SOURCE_TYPES, liveSearchMcpConnector, } from '@/lib/sim-search/live/source-catalog' +import { AccountPermissionsLink } from '@/app/o/[organizationId]/integrations/account-permissions-link' +import { AssistantAccountIntegrations } from '@/app/o/[organizationId]/integrations/assistant-account-integrations' import { DisconnectAccountMenu } from '@/app/o/[organizationId]/integrations/disconnect-account-menu' +import { assistantAccountOptions } from '@/app/o/[organizationId]/integrations/utils' import { GenericSecretSourceRow } from '@/app/o/[organizationId]/settings/components/integrations/generic-secret-source' import { IntegrationTile } from '@/app/workspace/[workspaceId]/integrations/components/integrations-showcase' import { @@ -37,25 +40,21 @@ export function LiveMemberIntegrations({ organizationId, search }: LiveMemberInt const connect = useConnectOrganizationAccount() const reconnect = useReconnectPersonalOrganizationAccount() const onError = (error: Error) => toast.error(error.message) - const error = inventory.error ?? policies.error ?? secrets.error - if (error) + if (inventory.error) return ( { - void inventory.refetch() - void policies.refetch() - void secrets.refetch() - }} + isRetrying={inventory.isFetching} + onRetry={() => void inventory.refetch()} variant='inline' /> ) - if (!inventory.data || !policies.data || !secrets.data) + if (!inventory.data) return Loading your connections const data = inventory.data - const approvals = new Map(policies.data.map((policy) => [policy.connectorType, policy])) + const loadedPolicies = policies.isSuccess ? policies.data : undefined + const approvals = new Map(loadedPolicies?.map((policy) => [policy.connectorType, policy])) const group = data.credentialGroup const mcpProviders = new Map( group?.mcpServers.map((server) => [server.id, server.managedConnectorId]) @@ -92,138 +91,178 @@ export function LiveMemberIntegrations({ organizationId, search }: LiveMemberInt .includes(query) ) const pending = connect.isPending || reconnect.isPending - const secretSource = secrets.data.source + const secretSource = secrets.data?.source const showSecrets = secretSource && 'generic secrets'.includes(query) - if (available.length === 0 && !secretSource) return null return ( -
- {showSecrets && ( - - )} - {visible.map(([provider, meta]) => { - const approval = approvals.get(provider) - const approved = approval?.approved === true - const name = meta.name - if (provider === 'gitlab') +
+ +
+ {policies.error && ( + void policies.refetch()} + variant='inline' + /> + )} + {secrets.error && ( + void secrets.refetch()} + variant='inline' + /> + )} + {showSecrets && ( + + )} + {visible.map(([provider, meta]) => { + const approval = approvals.get(provider) + const approved = approval?.approved === true + const name = meta.name + if (provider === 'gitlab') + return ( + } + title={name} + description='Access follows project permissions' + trailing={ + Organization managed + } + /> + ) + const option = group?.options.find( + (option) => + liveSearchProviderForCredential(option.provider) === provider && + option.status === 'active' + ) + const server = liveSearchMcpConnector(provider) + ? group?.mcpServers.find( + (server) => server.managedConnectorId === provider && server.enabled + ) + : undefined + const connectionTarget = server + ? { mcpServerId: server.id } + : option + ? { optionId: option.id } + : undefined + const accounts = accountsForProvider(provider) + const ready = + approval?.available !== false && + group?.status === 'active' && + Boolean(option || server) && + approved && + (!option || option.configurationStatus === 'ready') && + (provider !== 'slack' || + (option?.provider === 'slack' && hasSlackSearchUserScopes(option.requiredScopes))) && + ((provider !== 'hubspot' && provider !== 'zoom') || + data.availableMcpConnectors.includes(provider)) + const scope = + approval?.policy?.accessMode === 'service_account' + ? 'Selected resources you can access' + : 'All accessible content' + const state = !loadedPolicies + ? undefined + : approval?.available === false + ? 'Currently unavailable' + : !approved + ? 'Disabled by your organization' + : group && group.status !== 'active' + ? 'Connections are paused by your organization' + : !ready + ? 'Not configured' + : accounts.length + ? scope + : undefined + const description = [ + accounts + .map( + (account) => + `${account.displayName}${account.status === 'needs_reauth' ? ' · Reconnect needed' : ''}` + ) + .join(', '), + state, + ] + .filter(Boolean) + .join(' · ') return ( } title={name} - description='Access follows project permissions' + description={description} trailing={ - Organization managed - } - /> - ) - const option = group?.options.find( - (option) => - liveSearchProviderForCredential(option.provider) === provider && - option.status === 'active' - ) - const server = liveSearchMcpConnector(provider) - ? group?.mcpServers.find( - (server) => server.managedConnectorId === provider && server.enabled - ) - : undefined - const accounts = accountsForProvider(provider) - const ready = - approval?.available !== false && - group?.status === 'active' && - Boolean(option || server) && - approved && - (!option || option.configurationStatus === 'ready') && - (provider !== 'slack' || - (option?.provider === 'slack' && hasSlackSearchUserScopes(option.requiredScopes))) && - ((provider !== 'hubspot' && provider !== 'zoom') || - data.availableMcpConnectors.includes(provider)) - const scope = - approval?.policy?.accessMode === 'service_account' - ? 'Selected resources you can access' - : 'All accessible content' - const state = - approval?.available === false - ? 'Currently unavailable' - : !approved - ? 'Disabled by your organization' - : group && group.status !== 'active' - ? 'Connections are paused by your organization' - : !ready - ? 'Not configured' - : accounts.length - ? scope - : undefined - const description = [ - accounts - .map( - (account) => - `${account.displayName}${account.status === 'needs_reauth' ? ' · Reconnect needed' : ''}` - ) - .join(', '), - state, - ] - .filter(Boolean) - .join(' · ') - return ( - } - title={name} - description={description} - trailing={ -
- - {accounts - .filter((account) => account.status === 'needs_reauth') - .map((account) => ( +
+ {!liveSearchMcpConnector(provider) && ( + + )} + + {accounts + .filter((account) => account.status === 'needs_reauth') + .map((account) => ( + reconnect.mutate(account.credentialId, { onError })} + > + Reconnect{accounts.length > 1 ? ` ${account.displayName}` : ''} + + ))} + {approved && (option || server) && ( reconnect.mutate(account.credentialId, { onError })} + onClick={() => { + if (!connectionTarget) return + connect.mutate( + { + organizationId, + ...connectionTarget, + }, + { onError } + ) + }} > - Reconnect{accounts.length > 1 ? ` ${account.displayName}` : ''} + {pending && + connect.variables?.organizationId === organizationId && + (('optionId' in connect.variables && + connect.variables.optionId === option?.id) || + ('mcpServerId' in connect.variables && + connect.variables.mcpServerId === server?.id)) + ? 'Connecting' + : accounts.length + ? 'Add account' + : 'Connect'} - ))} - {approved && ( - - connect.mutate( - { - organizationId, - ...(server ? { mcpServerId: server.id } : { optionId: option!.id }), - }, - { onError } - ) - } - > - {pending && - connect.variables?.organizationId === organizationId && - (('optionId' in connect.variables && - connect.variables.optionId === option?.id) || - ('mcpServerId' in connect.variables && - connect.variables.mcpServerId === server?.id)) - ? 'Connecting' - : accounts.length - ? 'Add account' - : 'Connect'} - - )} -
- } - /> - ) - })} - {!visible.length && !showSecrets && query && ( - No matching integrations - )} + )} +
+ } + /> + ) + })} + {!visible.length && + !showSecrets && + !assistantAccountOptions(data, search).visible.length && + loadedPolicies && + secrets.data && + query && ( + No matching integrations + )} +
) } diff --git a/apps/sim/app/o/[organizationId]/integrations/utils.ts b/apps/sim/app/o/[organizationId]/integrations/utils.ts new file mode 100644 index 00000000000..395027fac2c --- /dev/null +++ b/apps/sim/app/o/[organizationId]/integrations/utils.ts @@ -0,0 +1,40 @@ +import type { OrganizationAccountsSettings } from '@/lib/api/contracts/organization-accounts' +import { + findCredentialGroupProviderFromProviderId, + getCredentialGroupProviderService, +} from '@/lib/credential-groups/providers' +import { SEARCH_CONNECTORS } from '@/lib/sim-search/connectors' + +export function assistantAccountOptions(data: OrganizationAccountsSettings, search: string) { + const providers = data.assistantProviders.filter( + (provider) => + provider !== 'slack' && + !SEARCH_CONNECTORS.some( + (connector) => findCredentialGroupProviderFromProviderId(connector.providerId) === provider + ) + ) + const ownedOptions = new Set(data.viewerAccounts?.map((account) => account.optionId)) + const configured = + data.credentialGroup?.options.filter( + (option) => + !SEARCH_CONNECTORS.some( + (connector) => + findCredentialGroupProviderFromProviderId(connector.providerId) === option.provider + ) && + ((option.status === 'active' && providers.includes(option.provider)) || + ownedOptions.has(option.id)) + ) ?? [] + const query = search.trim().toLowerCase() + const visible = configured.filter((option) => + [ + getCredentialGroupProviderService(option.provider).name, + ...(data.viewerAccounts ?? []) + .filter((account) => account.optionId === option.id) + .map((account) => account.displayName), + ] + .join(' ') + .toLowerCase() + .includes(query) + ) + return { providers, configured, visible } +} diff --git a/apps/sim/app/o/[organizationId]/page.tsx b/apps/sim/app/o/[organizationId]/page.tsx index e33bf8043b5..14bc0c9c529 100644 --- a/apps/sim/app/o/[organizationId]/page.tsx +++ b/apps/sim/app/o/[organizationId]/page.tsx @@ -18,7 +18,7 @@ export default async function OrganizationPage({ const context = await getOrganizationSurfaceContext(organizationId, session.user.id) if (!context) notFound() redirect( - context.mothershipAvailable + context.mothershipAvailable && context.canBuild ? routes.home : context.searchAccess.memberScoped ? routes.search diff --git a/apps/sim/app/o/[organizationId]/search/chat/[chatId]/page.tsx b/apps/sim/app/o/[organizationId]/search/chat/[chatId]/page.tsx new file mode 100644 index 00000000000..b889fb41c7f --- /dev/null +++ b/apps/sim/app/o/[organizationId]/search/chat/[chatId]/page.tsx @@ -0,0 +1,35 @@ +import { Suspense } from 'react' +import type { Metadata } from 'next' +import { notFound, redirect } from 'next/navigation' +import { getSession } from '@/lib/auth' +import { getAccessibleCopilotChatAuth } from '@/lib/mothership/chat/lifecycle' +import { organizationRoutes, WORKSPACE_SETTINGS_PATH } from '@/lib/navigation/paths' +import { getOrganizationSurfaceContext } from '@/lib/organizations/surface' +import { OrganizationSearch } from '@/app/o/[organizationId]/search/search' +import { HomeFallback } from '@/app/workspace/[workspaceId]/home/home-fallback' + +export const metadata: Metadata = { title: 'Assistant Search' } + +export default async function OrganizationSearchChatPage({ + params, +}: { + params: Promise<{ organizationId: string; chatId: string }> +}) { + const { organizationId, chatId } = await params + const session = await getSession() + if (!session?.user?.id) notFound() + const context = await getOrganizationSurfaceContext(organizationId, session.user.id) + if (!context) notFound() + if (!context.searchAccess.memberScoped) redirect(WORKSPACE_SETTINGS_PATH) + if (!context.mothershipAvailable) redirect(organizationRoutes(organizationId).search) + const chat = await getAccessibleCopilotChatAuth(chatId, session.user.id, { + principal: { kind: 'session', userId: session.user.id, sessionId: session.session.id }, + }) + if (!chat || chat.type !== 'mothership' || chat.organizationId !== organizationId) notFound() + if (chat.mode !== 'assistant') redirect(organizationRoutes(organizationId).chat(chatId)) + return ( + }> + + + ) +} diff --git a/apps/sim/app/o/[organizationId]/search/page.tsx b/apps/sim/app/o/[organizationId]/search/page.tsx index d9702b1b53d..7f33f99e1e5 100644 --- a/apps/sim/app/o/[organizationId]/search/page.tsx +++ b/apps/sim/app/o/[organizationId]/search/page.tsx @@ -1,9 +1,11 @@ +import { Suspense } from 'react' import type { Metadata } from 'next' import { notFound, redirect } from 'next/navigation' import { getSession } from '@/lib/auth' import { WORKSPACE_SETTINGS_PATH } from '@/lib/navigation/paths' import { getOrganizationSurfaceContext } from '@/lib/organizations/surface' import { OrganizationSearch } from '@/app/o/[organizationId]/search/search' +import { HomeFallback } from '@/app/workspace/[workspaceId]/home/home-fallback' export const metadata: Metadata = { title: 'Search' } @@ -18,5 +20,9 @@ export default async function OrganizationSearchPage({ const context = await getOrganizationSurfaceContext(organizationId, session.user.id) if (!context) notFound() if (!context.searchAccess.memberScoped) redirect(WORKSPACE_SETTINGS_PATH) - return + return ( + }> + + + ) } diff --git a/apps/sim/app/o/[organizationId]/search/search-params.ts b/apps/sim/app/o/[organizationId]/search/search-params.ts index 57e73a7bc63..b0bc0b3c71a 100644 --- a/apps/sim/app/o/[organizationId]/search/search-params.ts +++ b/apps/sim/app/o/[organizationId]/search/search-params.ts @@ -1,13 +1,8 @@ -import { parseAsString } from 'nuqs/server' +import { parseAsString, parseAsStringLiteral } from 'nuqs/server' -/** - * `q` is the Search page's query, so a search is a shareable, bookmarkable link. - * Written raw (consumers trim on read) and debounced on the way to the URL; the - * results' own source and recency filters live beside it, declared with the - * results component. - */ export const organizationSearchParsers = { q: parseAsString.withDefault(''), + mode: parseAsStringLiteral(['search', 'assistant']).withDefault('search'), } as const /** A query is a filter-like view change, not navigation: replace, and clear when empty. */ diff --git a/apps/sim/app/o/[organizationId]/search/search-results-view.tsx b/apps/sim/app/o/[organizationId]/search/search-results-view.tsx index 2376c6f2bad..ff4b36973a0 100644 --- a/apps/sim/app/o/[organizationId]/search/search-results-view.tsx +++ b/apps/sim/app/o/[organizationId]/search/search-results-view.tsx @@ -6,7 +6,6 @@ import { scrollFadeClass, useScrollEdges, } from '@sim/emcn' -import { HEADER_ACTION_CLUSTER, PAGE_HEADER_BAR } from '@/components/page-header-bar' import type { WorkspaceSearchFilters } from '@/lib/api/contracts/knowledge' import type { SearchResource } from '@/lib/mothership/generated/resources' import { OrganizationLanding } from '@/app/o/[organizationId]/components/organization-landing' @@ -21,7 +20,7 @@ import { interface SearchResultsViewProps { composer: ReactNode query: string - onSummarize: (message: string, filters: WorkspaceSearchFilters) => void + onSummarize?: (message: string, filters: WorkspaceSearchFilters) => void onSearchChange?: (search: SearchResource) => void } @@ -45,9 +44,6 @@ export function SearchResultsView({
{searching ? ( <> -
-
-
{composer}
diff --git a/apps/sim/app/o/[organizationId]/search/search.tsx b/apps/sim/app/o/[organizationId]/search/search.tsx index dd01b9d56b6..90b9bf6dc1c 100644 --- a/apps/sim/app/o/[organizationId]/search/search.tsx +++ b/apps/sim/app/o/[organizationId]/search/search.tsx @@ -1,11 +1,12 @@ 'use client' -import { useEffect, useRef } from 'react' -import { ComposerActionButton, toast } from '@sim/emcn' -import { ArrowUp, StopFilled } from '@sim/emcn/icons' +import { lazy, Suspense, useEffect, useRef } from 'react' +import { Chip, ChipSwitch, ComposerActionButton } from '@sim/emcn' +import { ArrowUp, Plus, Search, Sparkles, StopFilled } from '@sim/emcn/icons' import { useIsFetching, useQueryClient } from '@tanstack/react-query' -import { useRouter } from 'next/navigation' +import { usePathname, useRouter } from 'next/navigation' import { useQueryStates } from 'nuqs' +import { HEADER_ACTION_CLUSTER, PAGE_HEADER_BAR } from '@/components/page-header-bar' import type { WorkspaceSearchFilters } from '@/lib/api/contracts/knowledge' import { resourceScopeKey } from '@/lib/core/resource-scope' import { MothershipHandoffStorage } from '@/lib/core/utils/browser-storage' @@ -21,12 +22,25 @@ import { SearchResultsView } from '@/app/o/[organizationId]/search/search-result import { useSearchHistoryActions } from '@/app/workspace/[workspaceId]/home/components/message-content/components/source-history-context' import { MicButton } from '@/app/workspace/[workspaceId]/home/components/user-input/components/mic-button/mic-button' import { MicrophonePermissionHelp } from '@/app/workspace/[workspaceId]/home/components/user-input/components/microphone-permission-help/microphone-permission-help' +import { HomeFallback } from '@/app/workspace/[workspaceId]/home/home-fallback' import { knowledgeKeys } from '@/hooks/queries/utils/knowledge-keys' import { useVoiceInput } from '@/hooks/use-voice-input' import { useMothershipDraftsStore } from '@/stores/mothership-drafts/store' +const OrganizationConversation = lazy(() => + import('@/app/o/[organizationId]/components/organization-conversation').then((module) => ({ + default: module.OrganizationConversation, + })) +) + +const SEARCH_MODES = [ + { value: 'search', label: 'Search', icon: Search }, + { value: 'assistant', label: 'Assistant', icon: Sparkles }, +] as const + interface OrganizationSearchProps { userId: string + chatId?: string } interface SearchFieldProps { @@ -133,29 +147,43 @@ function SearchField({ userId, initialValue, onSubmit }: SearchFieldProps) { ) } -/** Raw organization search remains independent of assistant conversations. */ -export function OrganizationSearch({ userId }: OrganizationSearchProps) { +/** Organization Search owns both document results and assistant conversations. */ +export function OrganizationSearch(props: OrganizationSearchProps) { const { searchAccess } = useOrganizationContext() if (!searchAccess.memberScoped) return null - return + return } -function OrganizationSearchContent({ userId }: OrganizationSearchProps) { +function OrganizationSearchContent({ userId, chatId }: OrganizationSearchProps) { const { organization, mothershipAvailable } = useOrganizationContext() const { recordQuery } = useSearchHistoryActions() const router = useRouter() + const pathname = usePathname() + const routes = organizationRoutes(organization.id) + const hasConversation = Boolean(chatId) || pathname.startsWith(`${routes.search}/chat/`) const queryClient = useQueryClient() - const [{ q }, setParams] = useQueryStates(organizationSearchParsers, organizationSearchUrlKeys) - const summarize = (message: string, assistantSearch: WorkspaceSearchFilters) => { - if (!mothershipAvailable) { - toast.info('The assistant is unavailable for this organization.') - return + const [{ q, mode }, setParams] = useQueryStates( + organizationSearchParsers, + organizationSearchUrlKeys + ) + const activeMode = + mothershipAvailable && (hasConversation || mode === 'assistant') ? 'assistant' : 'search' + const changeMode = (next: 'search' | 'assistant') => { + if (hasConversation) { + const params = new URLSearchParams() + if (next === 'assistant') params.set('mode', 'assistant') + if (q) params.set('q', q) + router.push(`${routes.search}${params.size ? `?${params}` : ''}`) + } else { + void setParams({ mode: next }) } + } + const summarize = (message: string, assistantSearch: WorkspaceSearchFilters) => { const stored = MothershipHandoffStorage.store( { message, requestMode: 'assistant', assistantSearch }, { organizationId: organization.id } ) - if (stored) router.push(`${organizationRoutes(organization.id).home}?searchLevel=adaptive`) + if (stored) void setParams({ mode: 'assistant' }) } const submit = (draft: string) => { const next = draft.trim() @@ -174,10 +202,39 @@ function OrganizationSearchContent({ userId }: OrganizationSearchProps) { } } return ( - } - query={q.trim()} - onSummarize={summarize} - /> +
+
+
+ {mothershipAvailable ? ( + + ) : ( + Search + )} +
+ {hasConversation && ( + changeMode('search')}> + New search + + )} +
+
+ {activeMode === 'assistant' ? ( + }> + + + ) : ( + } + query={q.trim()} + onSummarize={mothershipAvailable ? summarize : undefined} + /> + )} +
+
) } diff --git a/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-policy-modal.test.tsx b/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-policy-modal.test.tsx new file mode 100644 index 00000000000..05a76defcb6 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-policy-modal.test.tsx @@ -0,0 +1,149 @@ +/** @vitest-environment jsdom */ + +import { act } from 'react' +import { + kbConnectorsQueriesMock, + kbConnectorsQueriesMockFns, +} from '@sim/testing/mocks/kb-connectors-queries.mock' +import { nextNavigationMock, nextNavigationMockFns } from '@sim/testing/mocks/next-navigation.mock' +import { createRoot, type Root } from 'react-dom/client' +import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest' +import { defaultLiveSearchPolicy } from '@/lib/sim-search/live/policy-schema' +import { LiveSearchPolicyModal } from '@/app/o/[organizationId]/settings/components/integrations/live-search-policy-modal' + +const mocks = vi.hoisted(() => ({ save: vi.fn() })) +vi.mock('next/navigation', () => nextNavigationMock) +vi.mock('@/hooks/queries/kb/connectors', () => kbConnectorsQueriesMock) +vi.mock('@/hooks/queries/search-integrations', () => ({ + useUpdateSearchIntegration: () => ({ mutate: mocks.save }), +})) +const mockPush = nextNavigationMockFns.router.push +const mockSources = kbConnectorsQueriesMockFns.mockUseSearchSources +let root: Root +let container: HTMLDivElement +beforeEach(() => { + mockSources.mockReturnValue({ data: [], hasNextPage: false }) + vi.stubGlobal('IS_REACT_ACT_ENVIRONMENT', true) + container = document.createElement('div') + document.body.appendChild(container) + root = createRoot(container) +}) +afterEach(() => { + act(() => root.unmount()) + container.remove() +}) +function button(label: string) { + const element = [...document.querySelectorAll('button')].find( + (element) => element.textContent === label + ) + if (!element) throw new Error(`Missing button: ${label}`) + return element +} +describe('live search policy source preservation', () => { + it('switches to member mode without carrying service-account filters or credentials', async () => { + await act(async () => + root.render( + + ) + ) + await act(async () => button('Member accounts').click()) + await act(async () => button('Save settings').click()) + expect(mocks.save).toHaveBeenCalledWith( + { + organizationId: 'org', + connectorType: 'gmail', + approved: true, + policy: defaultLiveSearchPolicy(), + }, + expect.any(Object) + ) + }) + it('can add another connection without clearing the currently configured source', async () => { + mockSources.mockReturnValue({ + data: [ + { + connectorId: 'current-source', + sourceDescription: 'Existing service account', + accessMode: 'admin', + enabled: true, + availability: 'available', + }, + ], + hasNextPage: false, + }) + await act(async () => + root.render( + + ) + ) + await act(async () => button('Add connection').click()) + expect(mocks.save).toHaveBeenCalledWith( + expect.objectContaining({ + policy: expect.objectContaining({ sourceId: 'current-source' }), + }), + expect.any(Object) + ) + expect(mockPush).not.toHaveBeenCalled() + await act(async () => mocks.save.mock.calls.at(-1)?.[1].onSuccess()) + expect(mockPush).toHaveBeenCalledWith( + '/o/org/settings/integrations/providers/gmail?addConnector=gmail' + ) + }) + it('preserves a configured source while its paginated inventory is loading', async () => { + mockSources.mockReturnValue({ isPending: true, hasNextPage: false }) + await act(async () => + root.render( + + ) + ) + await act(async () => button('Save settings').click()) + expect(mocks.save).toHaveBeenCalledWith( + expect.objectContaining({ + policy: expect.objectContaining({ + accessMode: 'service_account', + sourceId: 'configured-source', + }), + }), + expect.any(Object) + ) + }) +}) diff --git a/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.test.tsx b/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.test.tsx deleted file mode 100644 index bb31f049282..00000000000 --- a/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.test.tsx +++ /dev/null @@ -1,508 +0,0 @@ -/** @vitest-environment jsdom */ - -import { act } from 'react' -import { - kbConnectorsQueriesMock, - kbConnectorsQueriesMockFns, -} from '@sim/testing/mocks/kb-connectors-queries.mock' -import { nextNavigationMock, nextNavigationMockFns } from '@sim/testing/mocks/next-navigation.mock' -import { - organizationAccountsQueriesMock, - organizationAccountsQueriesMockFns, -} from '@sim/testing/mocks/organization-accounts-queries.mock' -import { - organizationProviderMock, - organizationProviderMockFns, -} from '@sim/testing/mocks/organization-provider.mock' -import { NuqsTestingAdapter } from 'nuqs/adapters/testing' -import { createRoot, type Root } from 'react-dom/client' -import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest' - -const mocks = vi.hoisted(() => ({ - admin: true, - policies: vi.fn(), - secrets: vi.fn(), - saveSecrets: vi.fn(), - save: vi.fn(), - refetch: vi.fn(), - updateUrl: vi.fn(), -})) -vi.mock('@/hooks/queries/organization-accounts', () => organizationAccountsQueriesMock) -vi.mock('@/app/o/[organizationId]/settings/components/integrations/slack-account-setup', () => ({ - OrganizationSlackAccountSetup: () => null, -})) -vi.mock('next/navigation', () => nextNavigationMock) -vi.mock('@/app/o/[organizationId]/providers/organization-provider', () => organizationProviderMock) -vi.mock('@/hooks/use-permission-config', () => ({ - usePermissionConfig: () => ({ - integrationAvailability: new Map([['slack_v2', { state: 'ready', oauthAvailable: true }]]), - oauthServiceAvailability: new Map([ - ['jira', true], - ['slack', true], - ['google-drive', true], - ['gmail', true], - ['google-calendar', true], - ['confluence', true], - ['github-repositories', true], - ]), - isIntegrationAvailabilityReady: true, - }), -})) -vi.mock('@/hooks/queries/kb/connectors', () => kbConnectorsQueriesMock) -vi.mock('@/hooks/queries/organization-secrets', () => ({ - useOrganizationSecretSource: mocks.secrets, - useConfigureOrganizationSecretSource: () => ({ mutate: mocks.saveSecrets }), - useRemoveOrganizationSecretSource: () => ({ mutate: vi.fn() }), -})) -vi.mock('@/hooks/queries/search-integrations', () => ({ - useSearchIntegrations: mocks.policies, - useUpdateSearchIntegration: () => ({ mutate: mocks.save }), -})) -vi.mock('@/app/workspace/[workspaceId]/integrations/components/integrations-showcase', () => ({ - IntegrationTile: () => null, -})) - -import { SettingsHeaderProvider, SettingsHeaderShell } from '@/components/settings/settings-header' -import { defaultLiveSearchPolicy } from '@/lib/sim-search/live/policy-schema' -import { LiveSearchPolicyModal } from '@/app/o/[organizationId]/settings/components/integrations/live-search-policy-modal' -import { LiveSearchSettings } from '@/app/o/[organizationId]/settings/components/integrations/live-search-settings' - -const mockPush = nextNavigationMockFns.router.push -const mockSources = kbConnectorsQueriesMockFns.mockUseSearchSources -const mockAccounts = organizationAccountsQueriesMockFns.mockUseOrganizationAccounts -organizationProviderMockFns.mockUseOrganizationContext.mockImplementation(() => ({ - organization: { id: 'org', name: 'Example organization', logo: null }, - viewer: { isAdmin: mocks.admin }, - searchAccess: { memberScoped: true, sourceMirrored: true }, -})) - -let root: Root -let container: HTMLDivElement -beforeEach(() => { - mocks.secrets.mockReturnValue({ data: { source: null } }) - mockAccounts.mockReturnValue({ data: { credentialGroup: null } }) - mocks.admin = true - mockSources.mockReturnValue({ data: [], hasNextPage: false }) - vi.stubGlobal('IS_REACT_ACT_ENVIRONMENT', true) - mocks.policies.mockReturnValue({ - data: [{ connectorType: 'github', approved: true }], - refetch: mocks.refetch, - }) - container = document.createElement('div') - document.body.appendChild(container) - root = createRoot(container) -}) -afterEach(() => { - act(() => root.unmount()) - container.remove() -}) -async function render(params = '') { - await act(async () => - root.render( - - - - - - - - ) - ) -} -const button = (label: string) => - [...document.querySelectorAll('button')].find((element) => element.textContent === label) -describe('live search administration', () => { - it.each(['Organization', 'Member'])('adds Generic Secrets in %s mode', async (label) => { - mocks.policies.mockReturnValue({ data: [], refetch: mocks.refetch }) - await render() - await act(async () => button('Add source')!.click()) - await act(async () => - ( - document.querySelector('button[aria-label="Set up Generic Secrets"]') as HTMLButtonElement - ).click() - ) - await act(async () => button(label)!.click()) - await act(async () => - [...document.querySelectorAll('[role="dialog"] button')] - .find((element) => element.textContent === 'Add source')! - .click() - ) - expect(mocks.saveSecrets).toHaveBeenCalledWith( - { sourceId: null, mode: label.toLowerCase() }, - expect.any(Object) - ) - expect(mocks.save).not.toHaveBeenCalled() - await act(async () => mocks.saveSecrets.mock.calls[0][1].onSuccess()) - if (label === 'Organization') - expect(mockPush).toHaveBeenCalledWith('/o/org/settings/integrations/secrets') - else expect(mockPush).not.toHaveBeenCalled() - }) - it('keeps an added Generic Secrets source out of the add-source picker', async () => { - mocks.secrets.mockReturnValue({ data: { source: { id: 'source', mode: 'organization' } } }) - await render() - expect(container.querySelector('a[href="/o/org/settings/integrations/secrets"]')).not.toBeNull() - await act(async () => button('Add source')!.click()) - expect(document.querySelector('button[aria-label="Set up Generic Secrets"]')).toBeNull() - }) - it('shows added sources without a second enable or disable control', async () => { - await render() - expect(container.textContent).toContain('Add source') - expect(container.textContent).toContain('GitHub') - expect(container.textContent).not.toContain('Connection setup') - expect(container.textContent).not.toContain('My connections') - expect(container.textContent).not.toContain('People') - expect(button('Enable')).toBeUndefined() - }) - it('removes a source instead of exposing an enable switch', async () => { - await render() - await act(async () => - ( - document.querySelector('button[aria-label="GitHub source actions"]') as HTMLButtonElement - ).dispatchEvent(new MouseEvent('pointerdown', { bubbles: true, button: 0 })) - ) - await act(async () => (document.querySelector('[role="menuitem"]') as HTMLElement).click()) - expect(document.body.textContent).toContain('Members will no longer be able to search') - await act(async () => button('Remove source')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - { organizationId: 'org', connectorType: 'github', approved: false }, - expect.any(Object) - ) - }) - it('adds Jira directly without a redundant account-mode modal', async () => { - await render() - await act(async () => button('Add source')!.click()) - await act(async () => - (document.querySelector('button[aria-label="Set up Jira"]') as HTMLButtonElement).click() - ) - expect(document.body.textContent).not.toContain('Account mode') - expect(mocks.save).toHaveBeenCalledWith( - { - organizationId: 'org', - connectorType: 'jira', - approved: true, - policy: defaultLiveSearchPolicy(), - }, - expect.any(Object) - ) - }) - it('adds Slack directly in member mode', async () => { - mocks.policies.mockReturnValue({ data: [], refetch: mocks.refetch }) - await render() - await act(async () => button('Add source')!.click()) - await act(async () => - (document.querySelector('button[aria-label="Set up Slack"]') as HTMLButtonElement).click() - ) - expect(document.body.textContent).not.toContain('Account mode') - expect(mocks.save).toHaveBeenCalledWith( - expect.objectContaining({ - connectorType: 'slack', - approved: true, - policy: defaultLiveSearchPolicy(), - }), - expect.any(Object) - ) - await act(async () => mocks.save.mock.calls[0][1].onSuccess()) - expect(mockPush).not.toHaveBeenCalled() - await act(async () => - vi.waitFor(() => - expect(mocks.updateUrl.mock.calls.at(-1)?.[0].searchParams.get('connectedAccounts')).toBe( - 'slack' - ) - ) - ) - }) - it('routes GitLab directly to project setup after adding it', async () => { - mocks.policies.mockReturnValue({ data: [], refetch: mocks.refetch }) - await render() - await act(async () => button('Add source')!.click()) - await act(async () => - (document.querySelector('button[aria-label="Set up GitLab"]') as HTMLButtonElement).click() - ) - expect(mocks.save).toHaveBeenCalledWith( - expect.objectContaining({ - connectorType: 'gitlab', - policy: defaultLiveSearchPolicy('gitlab'), - }), - expect.any(Object) - ) - await act(async () => mocks.save.mock.calls[0][1].onSuccess()) - expect(mockPush).toHaveBeenCalledWith('/o/org/settings/integrations/providers/gitlab') - }) - it('repairs an already approved Jira source without another account-mode modal', async () => { - mocks.policies.mockReturnValue({ - data: [{ connectorType: 'jira', approved: true, policy: defaultLiveSearchPolicy() }], - }) - await render() - await act(async () => button('Set up accounts')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - { - organizationId: 'org', - connectorType: 'jira', - approved: true, - policy: defaultLiveSearchPolicy(), - }, - expect.any(Object) - ) - expect(document.body.textContent).not.toContain('Account mode') - }) - it('does not show setup once Jira member sign-in is configured', async () => { - mocks.policies.mockReturnValue({ data: [{ connectorType: 'jira', approved: true }] }) - mockAccounts.mockReturnValue({ - data: { - credentialGroup: { - status: 'active', - options: [{ provider: 'jira', status: 'active', configurationStatus: 'ready' }], - }, - }, - }) - await render() - expect(button('Set up accounts')).toBeUndefined() - }) - it('opens Slack setup in Sources instead of its redirected service-account page', async () => { - mocks.policies.mockReturnValue({ data: [{ connectorType: 'slack', approved: true }] }) - await render() - await act(async () => button('Verify permissions')!.click()) - expect(mockPush).not.toHaveBeenCalled() - expect(container.querySelector('a[href*="providers/slack"]')).toBeNull() - await act(async () => - vi.waitFor(() => - expect(mocks.updateUrl.mock.calls.at(-1)?.[0].searchParams.get('connectedAccounts')).toBe( - 'slack' - ) - ) - ) - }) - it('starts GitHub with the repository-by-repository App mode', async () => { - mocks.policies.mockReturnValue({ data: [], refetch: mocks.refetch }) - await render() - await act(async () => button('Add source')!.click()) - expect(document.body.textContent).toContain('GitHub App repositories') - await act(async () => - (document.querySelector('button[aria-label="Set up GitHub"]') as HTMLButtonElement).click() - ) - expect(button('Add repository')).toBeDefined() - await act(async () => button('Add repository')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - expect.objectContaining({ - connectorType: 'github', - approved: true, - policy: expect.objectContaining({ accessMode: 'service_account' }), - }), - expect.any(Object) - ) - await act(async () => mocks.save.mock.calls.at(-1)?.[1].onSuccess()) - expect(mockPush).toHaveBeenCalledWith( - '/o/org/settings/integrations/providers/github?addConnector=github' - ) - }) - it('saves a source without a separate availability toggle', async () => { - await act(async () => - root.render( - - ) - ) - expect(button('Disabled')).toBeUndefined() - await act(async () => button('Save settings')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - { - organizationId: 'org', - connectorType: 'github', - approved: true, - policy: defaultLiveSearchPolicy(), - }, - expect.any(Object) - ) - }) - it('switches to member mode without carrying service-account filters or credentials', async () => { - await act(async () => - root.render( - - ) - ) - expect(document.body.textContent).toContain('Service account connection') - await act(async () => button('Member accounts')!.click()) - expect(document.body.textContent).not.toContain('Service account connection') - expect(document.querySelector('textarea')).toBeNull() - await act(async () => button('Save settings')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - { - organizationId: 'org', - connectorType: 'gmail', - approved: true, - policy: defaultLiveSearchPolicy(), - }, - expect.any(Object) - ) - }) - it('opens connection setup directly without an empty selector and keeps search fail-closed', async () => { - await act(async () => - root.render( - - ) - ) - expect(document.querySelector('textarea')).toBeNull() - await act(async () => button('Service account')!.click()) - expect(document.querySelector('[aria-label="Service account connection"]')).toBeNull() - await act(async () => button('Add connection')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - expect.objectContaining({ - approved: true, - policy: expect.objectContaining({ accessMode: 'service_account' }), - }), - expect.any(Object) - ) - expect(mocks.save.mock.calls.at(-1)?.[0].policy.sourceId).toBeUndefined() - expect(mockPush).not.toHaveBeenCalled() - await act(async () => mocks.save.mock.calls.at(-1)?.[1].onSuccess()) - expect(mockPush).toHaveBeenCalledWith( - '/o/org/settings/integrations/providers/gmail?addConnector=gmail' - ) - }) - it('can add another connection without clearing the currently configured source', async () => { - mockSources.mockReturnValue({ - data: [ - { - connectorId: 'current-source', - sourceDescription: 'Existing service account', - accessMode: 'admin', - enabled: true, - availability: 'available', - }, - ], - hasNextPage: false, - }) - await act(async () => - root.render( - - ) - ) - expect(document.body.textContent).toContain('Existing service account') - expect(button('Save settings')).toBeDefined() - await act(async () => button('Add connection')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - expect.objectContaining({ - policy: expect.objectContaining({ sourceId: 'current-source' }), - }), - expect.any(Object) - ) - expect(mockPush).not.toHaveBeenCalled() - await act(async () => mocks.save.mock.calls.at(-1)?.[1].onSuccess()) - expect(mockPush).toHaveBeenCalledWith( - '/o/org/settings/integrations/providers/gmail?addConnector=gmail' - ) - }) - it('preserves a configured source while its paginated inventory is loading', async () => { - mockSources.mockReturnValue({ isPending: true, hasNextPage: false }) - await act(async () => - root.render( - - ) - ) - await act(async () => button('Save settings')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - expect.objectContaining({ - policy: expect.objectContaining({ - accessMode: 'service_account', - sourceId: 'configured-source', - }), - }), - expect.any(Object) - ) - }) - it('keeps GitLab service-only and explains the CSV permission alternative', async () => { - await act(async () => - root.render( - - ) - ) - expect(button('Member accounts')).toBeUndefined() - expect(document.body.textContent).toContain('CSV mappings') - expect(document.querySelector('textarea')).toBeNull() - await act(async () => button('Save settings')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - expect.objectContaining({ - policy: defaultLiveSearchPolicy('gitlab'), - }), - expect.any(Object) - ) - }) - it('saves GitHub App mode with repository sources rather than one source ID', async () => { - await act(async () => - root.render( - - ) - ) - await act(async () => button('GitHub App')!.click()) - expect(document.body.textContent).toContain('Manage GitHub repositories') - expect(document.body.textContent).not.toContain('Service account connection') - await act(async () => button('Add repository')!.click()) - expect(mocks.save).toHaveBeenCalledWith( - expect.objectContaining({ - connectorType: 'github', - approved: true, - policy: expect.objectContaining({ accessMode: 'service_account' }), - }), - expect.any(Object) - ) - expect(mocks.save.mock.calls.at(-1)?.[0].policy.sourceId).toBeUndefined() - }) -}) diff --git a/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.tsx b/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.tsx index 838533ce9d6..c09a9c837ce 100644 --- a/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.tsx +++ b/apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.tsx @@ -20,6 +20,8 @@ import { liveSearchMcpConnector, liveSearchMemberAccountProvider, } from '@/lib/sim-search/live/source-catalog' +import { AssistantAccountIntegrations } from '@/app/o/[organizationId]/integrations/assistant-account-integrations' +import { assistantAccountOptions } from '@/app/o/[organizationId]/integrations/utils' import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' import { AddOrganizationSourceModal } from '@/app/o/[organizationId]/settings/components/integrations/add-organization-source-modal' import { @@ -130,6 +132,15 @@ export function LiveSearchSettings() { ]} search={{ value: search, onChange: setSearch, placeholder: 'Search sources' }} > + {accounts.data && ( + + )} {policies.error || secrets.error ? ( ) : !policies.data || !secrets.data ? ( Loading sources - ) : added.length === 0 && !secretSource && !search ? ( + ) : added.length === 0 && + !secretSource && + !search && + !(accounts.data && assistantAccountOptions(accounts.data, search).visible.length) ? ( No sources yet. Add a source to get started. ) : ( <> @@ -266,9 +280,12 @@ export function LiveSearchSettings() { ) })}
- {search && visible.length === 0 && !showSecrets && ( - No matching sources - )} + {search && + visible.length === 0 && + !showSecrets && + !(accounts.data && assistantAccountOptions(accounts.data, search).visible.length) && ( + No matching sources + )} )} {editing && ( diff --git a/apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/knowledge-search-results.tsx b/apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/knowledge-search-results.tsx index 2189605db3b..c95228c963c 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/knowledge-search-results.tsx +++ b/apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/knowledge-search-results.tsx @@ -175,7 +175,7 @@ function LiveSearchResults({ source={toSource(result, query, scope)} query={query} onSummarize={ - isFetching + isFetching || !onSummarize ? undefined : (cited) => onSummarize(`Summarize "${cited.title ?? cited.url}"`, { diff --git a/apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/utils.ts b/apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/utils.ts index 1eea3ee3a9c..6c20582454f 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/utils.ts +++ b/apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/utils.ts @@ -80,6 +80,6 @@ export interface SearchResultsProps { scope: ResourceScope query: string /** Binds the Assistant turn to the selected canonical document. */ - onSummarize: (prompt: string, filters: WorkspaceSearchFilters) => void + onSummarize?: (prompt: string, filters: WorkspaceSearchFilters) => void onSearchChange?: (search: SearchResource) => void } diff --git a/apps/sim/app/workspace/[workspaceId]/home/components/message-content/components/agent-group/tool-call-item.tsx b/apps/sim/app/workspace/[workspaceId]/home/components/message-content/components/agent-group/tool-call-item.tsx index 0f7a92f3378..9e3f9bb2b30 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/components/message-content/components/agent-group/tool-call-item.tsx +++ b/apps/sim/app/workspace/[workspaceId]/home/components/message-content/components/agent-group/tool-call-item.tsx @@ -1,5 +1,6 @@ import { type ReactNode, useMemo } from 'react' import { isPlainRecord } from '@sim/utils/object' +import { AssistantActionReviewStatus } from '@/components/assistant-actions' import { ActivityStatus, type ActivityStatusProps } from '@/components/ui/activity-status' import { CallIntegrationTool, @@ -23,6 +24,7 @@ import type { ToolCallData, ToolCallStatus } from '@/app/workspace/[workspaceId] import { BrandIcon } from '@/blocks/brand-icon' import { useCustomBlockOverlayVersion } from '@/blocks/custom/client-overlay' import { getBlockByToolName } from '@/blocks/registry' +import { getToolMetadata } from '@/tools/metadata' export interface ToolCallItemProps { toolName: string @@ -136,7 +138,7 @@ export function ToolCallItem({ const ToolIcon = getToolIcon(toolName) if (displayState === 'awaiting_approval' && toolCallId) { - return ( + const fallback = ( ) + return getToolMetadata(toolName)?.assistant ? ( + + ) : ( + fallback + ) } if (isBrowserTakeover && isExecuting) return null diff --git a/apps/sim/app/workspace/[workspaceId]/home/components/message-content/components/special-tags/search-integration-connection.tsx b/apps/sim/app/workspace/[workspaceId]/home/components/message-content/components/special-tags/search-integration-connection.tsx index 29658e390a9..5bdf383a8c7 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/components/message-content/components/special-tags/search-integration-connection.tsx +++ b/apps/sim/app/workspace/[workspaceId]/home/components/message-content/components/special-tags/search-integration-connection.tsx @@ -2,6 +2,10 @@ import { Chip } from '@sim/emcn' import { Check } from '@sim/emcn/icons' +import { + getCredentialGroupProviderService, + isCredentialGroupProvider, +} from '@/lib/credential-groups/providers' import type { SearchConnectionTarget } from '@/lib/knowledge/search/connection-target' import { SEARCH_CONNECTORS } from '@/lib/sim-search/connectors' import { @@ -48,7 +52,11 @@ function SearchIntegrationConnectionControl({ controlId, onConnected, }) - const name = connector?.meta.name ?? target.provider + const service = isCredentialGroupProvider(target.provider) + ? getCredentialGroupProviderService(target.provider) + : undefined + const name = connector?.meta.name ?? service?.name ?? target.provider + const icon = connector?.serviceIcon ?? service?.icon const action = target.credentialId ? 'Reconnect' : 'Connect' const connected = connection.connected const label = connected @@ -67,16 +75,13 @@ function SearchIntegrationConnectionControl({ label={label} divided={Boolean(divided)} disabled={ - !connector || connection.isLoading || connection.isStarting || connected || (!connection.available && !connection.pending) } onClick={handleConnect} - leading={ - connector && - } + leading={icon && } trailing={connected ? : undefined} /> {connection.pending && Cancel} diff --git a/apps/sim/app/workspace/[workspaceId]/home/components/user-input/components/conversation-mode-selector.tsx b/apps/sim/app/workspace/[workspaceId]/home/components/user-input/components/conversation-mode-selector.tsx deleted file mode 100644 index 0052c01aad5..00000000000 --- a/apps/sim/app/workspace/[workspaceId]/home/components/user-input/components/conversation-mode-selector.tsx +++ /dev/null @@ -1,59 +0,0 @@ -'use client' - -import { useState } from 'react' -import { ChipDropdown, Tooltip } from '@sim/emcn' -import { getConversationModes } from '@/app/workspace/[workspaceId]/home/components/user-input/utils/conversation-modes' -import type { ChatRequestMode } from '@/app/workspace/[workspaceId]/home/types' -import { useFeatureFlag } from '@/app/workspace/[workspaceId]/providers/feature-flags-provider' - -interface ConversationModeSelectorProps { - value: ChatRequestMode - searchEnabled?: boolean - onChange?: (mode: ChatRequestMode) => void -} - -/** The same mode control and deployment gate on organization and workspace composers. */ -export function ConversationModeSelector({ - value, - searchEnabled = false, - onChange, -}: ConversationModeSelectorProps) { - const planEnabled = useFeatureFlag('mothership-plan-mode') - const [open, setOpen] = useState(false) - const options = getConversationModes(searchEnabled, planEnabled) - if (options.length < 2) return null - return ( - - - - { - if (mode === value) return - if ( - mode === 'agent' || - (mode === 'assistant' && searchEnabled) || - (mode === 'plan' && planEnabled) - ) - onChange?.(mode) - }} - /> - - - {!open && ( - - {onChange ? Select mode : 'Select mode'} - - )} - - ) -} diff --git a/apps/sim/app/workspace/[workspaceId]/home/components/user-input/hooks/use-conversation-mode-shortcut.ts b/apps/sim/app/workspace/[workspaceId]/home/components/user-input/hooks/use-conversation-mode-shortcut.ts deleted file mode 100644 index d71783cd150..00000000000 --- a/apps/sim/app/workspace/[workspaceId]/home/components/user-input/hooks/use-conversation-mode-shortcut.ts +++ /dev/null @@ -1,66 +0,0 @@ -import { type KeyboardEvent, type RefObject, useCallback } from 'react' -import { getConversationModes } from '@/app/workspace/[workspaceId]/home/components/user-input/utils/conversation-modes' -import type { ChatRequestMode } from '@/app/workspace/[workspaceId]/home/types' -import { useFeatureFlag } from '@/app/workspace/[workspaceId]/providers/feature-flags-provider' - -interface UseConversationModeShortcutOptions { - value: ChatRequestMode - searchEnabled?: boolean - onChange?: (mode: ChatRequestMode) => void - textareaRef: RefObject - pickerOpen: boolean -} - -/** Cycles the focused composer's available modes without disturbing its draft selection. */ -export function useConversationModeShortcut({ - value, - searchEnabled = false, - onChange, - textareaRef, - pickerOpen, -}: UseConversationModeShortcutOptions) { - const planEnabled = useFeatureFlag('mothership-plan-mode') - - return useCallback( - (event: KeyboardEvent) => { - const textarea = textareaRef.current - if ( - !onChange || - pickerOpen || - !textarea || - event.target !== textarea || - event.defaultPrevented || - event.key !== 'Tab' || - !event.shiftKey || - event.altKey || - event.ctrlKey || - event.metaKey || - event.nativeEvent.isComposing - ) - return - - const modes = getConversationModes(searchEnabled, planEnabled) - if (modes.length < 2) return - event.preventDefault() - if (event.repeat) return - const nextMode = modes[(modes.findIndex((mode) => mode.value === value) + 1) % modes.length] - const { selectionStart, selectionEnd, selectionDirection } = textarea - onChange(nextMode.value) - - // Search and Build mount different textareas; restore the selection after React commits. - requestAnimationFrame(() => { - const nextTextarea = textareaRef.current - if ( - !nextTextarea || - (document.activeElement !== document.body && - document.activeElement !== textarea && - document.activeElement !== nextTextarea) - ) - return - nextTextarea.focus({ preventScroll: true }) - nextTextarea.setSelectionRange(selectionStart, selectionEnd, selectionDirection) - }) - }, - [value, searchEnabled, planEnabled, onChange, textareaRef, pickerOpen] - ) -} diff --git a/apps/sim/app/workspace/[workspaceId]/home/components/user-input/user-input.tsx b/apps/sim/app/workspace/[workspaceId]/home/components/user-input/user-input.tsx index 62c7235c1c1..2b09188ab01 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/components/user-input/user-input.tsx +++ b/apps/sim/app/workspace/[workspaceId]/home/components/user-input/user-input.tsx @@ -31,14 +31,11 @@ import { SendButton, usePromptEditor, } from '@/app/workspace/[workspaceId]/home/components/user-input/components' -import { ConversationModeSelector } from '@/app/workspace/[workspaceId]/home/components/user-input/components/conversation-mode-selector' import { InputToolbar } from '@/app/workspace/[workspaceId]/home/components/user-input/components/input-toolbar' -import { useConversationModeShortcut } from '@/app/workspace/[workspaceId]/home/components/user-input/hooks/use-conversation-mode-shortcut' import { usePromptHistory } from '@/app/workspace/[workspaceId]/home/components/user-input/hooks/use-prompt-history' import { handleMothershipAddContextEvent } from '@/app/workspace/[workspaceId]/home/components/user-input/mothership-context-event' import type { ChatMessage, - ChatRequestMode, FileAttachmentForApi, MothershipResource, QueuedMessage, @@ -60,7 +57,7 @@ const logger = createLogger('UserInput') interface UserInputProps { requestMode?: 'agent' | 'plan' - onModeChange?: (mode: 'agent' | 'plan') => void + onPlanChange?: () => void defaultValue?: string draftScopeKey?: string onSubmit: ( @@ -94,7 +91,7 @@ export interface UserInputHandle { const UserInputImpl = forwardRef(function UserInput( { requestMode = 'agent', - onModeChange, + onPlanChange, defaultValue = '', draftScopeKey, onSubmit, @@ -150,15 +147,6 @@ const UserInputImpl = forwardRef(function UserI const editorRef = useRef(editor) editorRef.current = editor const textareaRef = editor.textareaRef - const handleModeChange = (mode: ChatRequestMode) => { - if (mode === 'agent' || mode === 'plan') onModeChange?.(mode) - } - const handleModeShortcut = useConversationModeShortcut({ - value: requestMode, - onChange: onModeChange ? handleModeChange : undefined, - textareaRef, - pickerOpen: editor.mentionQuery !== null || editor.slashQuery !== null, - }) useChatInputFocus({ textareaRef }) /** @@ -581,7 +569,6 @@ const UserInputImpl = forwardRef(function UserI return (
{ composerOwnsFocusRef.current = true }} @@ -658,8 +645,15 @@ const UserInputImpl = forwardRef(function UserI Skills - {onModeChange && ( - + {onPlanChange && ( + + Plan + )} } diff --git a/apps/sim/app/workspace/[workspaceId]/home/components/user-input/utils/conversation-modes.ts b/apps/sim/app/workspace/[workspaceId]/home/components/user-input/utils/conversation-modes.ts deleted file mode 100644 index b95032afc95..00000000000 --- a/apps/sim/app/workspace/[workspaceId]/home/components/user-input/utils/conversation-modes.ts +++ /dev/null @@ -1,11 +0,0 @@ -const CONVERSATION_MODES = [ - { value: 'assistant', label: 'Search' }, - { value: 'agent', label: 'Build' }, - { value: 'plan', label: 'Plan' }, -] as const - -export function getConversationModes(searchEnabled: boolean, planEnabled: boolean) { - return CONVERSATION_MODES.filter( - ({ value }) => value === 'agent' || (value === 'assistant' ? searchEnabled : planEnabled) - ) -} diff --git a/apps/sim/app/workspace/[workspaceId]/home/home.tsx b/apps/sim/app/workspace/[workspaceId]/home/home.tsx index 59c85bccd04..1e3523389f6 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/home.tsx +++ b/apps/sim/app/workspace/[workspaceId]/home/home.tsx @@ -35,6 +35,7 @@ import { fetchWorkspaceResourceRef, readCachedWorkspaceResourceRef, } from '@/app/workspace/[workspaceId]/home/resolve-resource-ref' +import { useFeatureFlag } from '@/app/workspace/[workspaceId]/providers/feature-flags-provider' import { PermissionAccessBoundary } from '@/ee/access-requests/components/permission-access-boundary' import { useMarkMothershipChatRead } from '@/hooks/queries/mothership-chats' import { useOAuthReturnRouter } from '@/hooks/use-oauth-return' @@ -81,6 +82,7 @@ function HomeContent({ chatId, userName, userId }: HomeProps) { const posthog = usePostHog() const posthogRef = useRef(posthog) posthogRef.current = posthog + const planEnabled = useFeatureFlag('mothership-plan-mode') const [selectedMode, setSelectedMode] = useState<'agent' | 'plan'>('agent') const [initialPrompt, setInitialPrompt] = useState('') const hasCheckedLandingStorageRef = useRef(false) @@ -448,7 +450,11 @@ function HomeContent({ chatId, userName, userId }: HomeProps) { setSelectedMode((mode) => (mode === 'plan' ? 'agent' : 'plan')) + : undefined + } defaultValue={initialPrompt} draftScopeKey={draftScopeKey} onSubmit={handleSubmit} diff --git a/apps/sim/app/workspace/[workspaceId]/home/hooks/chat-url.ts b/apps/sim/app/workspace/[workspaceId]/home/hooks/chat-url.ts index 384dd2f1dd5..776c10f7535 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/hooks/chat-url.ts +++ b/apps/sim/app/workspace/[workspaceId]/home/hooks/chat-url.ts @@ -1,12 +1,23 @@ +import { organizationRoutes } from '@/lib/navigation/paths' import { resourceParam } from '@/app/workspace/[workspaceId]/home/search-params' +import type { ChatRequestMode } from '@/app/workspace/[workspaceId]/home/types' /** Preserve the selected resource when a new conversation receives its chat URL. */ -export function chatUrl(owner: string | { organizationId: string }, chatId: string): string { +export function chatUrl( + owner: string | { organizationId: string }, + chatId: string, + mode?: ChatRequestMode +): string { const current = new URLSearchParams(window.location.search) const carried = new URLSearchParams() const resource = current.get(resourceParam.key) if (resource) carried.set(resourceParam.key, resource) const search = carried.toString() - const basePath = typeof owner === 'string' ? `/workspace/${owner}` : `/o/${owner.organizationId}` - return `${basePath}/chat/${chatId}${search ? `?${search}` : ''}` + const routes = typeof owner === 'object' ? organizationRoutes(owner.organizationId) : null + const path = routes + ? mode === 'assistant' + ? routes.searchChat(chatId) + : routes.chat(chatId) + : `/workspace/${owner}/chat/${chatId}` + return `${path}${search ? `?${search}` : ''}` } diff --git a/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-session-event.test.ts b/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-session-event.test.ts index ffc0a1ad06c..2cfef4249de 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-session-event.test.ts +++ b/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-session-event.test.ts @@ -1,3 +1,4 @@ +/** @vitest-environment jsdom */ import { describe, expect, it, vi } from 'vitest' import { MothershipStreamV1SessionKind } from '@/lib/mothership/generated/mothership-stream-v1' import type { PersistedStreamEventEnvelope } from '@/lib/mothership/request/session/contract' @@ -17,6 +18,20 @@ function chatSessionEvent(chatId: string): PersistedStreamEventEnvelope { } describe('handleSessionEvent', () => { + it.each([ + ['assistant', '/o/organization-1/search/chat/chat-new'], + ['agent', '/o/organization-1/chat/chat-new'], + ['plan', '/o/organization-1/chat/chat-new'], + ] as const)( + 'keeps a newly created %s conversation on its owning surface', + (requestMode, path) => { + window.history.replaceState(null, '', '/o/organization-1/search?view=assistant') + const deps = { ...makeStreamLoopDeps(), organizationId: 'organization-1', requestMode } + handleSessionEvent({ deps } as StreamLoopContext, chatSessionEvent('chat-new') as never) + expect(window.location.pathname).toBe(path) + } + ) + it('adopts a newly assigned chat before chatIdRef is written', () => { const deps = makeStreamLoopDeps() deps.workflowIdRef.current = 'workflow-1' diff --git a/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-session-event.ts b/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-session-event.ts index ad6082f3494..55103f21c02 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-session-event.ts +++ b/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-session-event.ts @@ -66,7 +66,8 @@ export function handleSessionEvent(ctx: StreamLoopContext, parsed: SessionEvent) '', chatUrl( deps.organizationId ? { organizationId: deps.organizationId } : deps.workspaceId!, - payloadChatId + payloadChatId, + deps.requestMode ) ) } diff --git a/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-context.ts b/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-context.ts index 7dd84f357f5..691393fddaf 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-context.ts +++ b/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-context.ts @@ -21,6 +21,7 @@ import { import type { ResourceEventHandler } from '@/app/workspace/[workspaceId]/home/hooks/use-chat' import type { ChatMessage, + ChatRequestMode, ContentBlock, MothershipResource, } from '@/app/workspace/[workspaceId]/home/types' @@ -99,6 +100,7 @@ export interface StreamEventScope { } export interface StreamLoopDeps { + requestMode: ChatRequestMode viewerId?: string citedSourcesEnabled?: boolean workspaceId?: string diff --git a/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-test-helpers.ts b/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-test-helpers.ts index 3e573b0e514..7167f21d267 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-test-helpers.ts +++ b/apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-test-helpers.ts @@ -22,6 +22,7 @@ export function ref(current: T): MutableRefObject { export function makeStreamLoopDeps(overrides: Partial = {}): StreamLoopDeps { return { workspaceId: 'ws-1', + requestMode: 'agent', queryClient: { invalidateQueries: vi.fn(), cancelQueries: vi.fn(), diff --git a/apps/sim/app/workspace/[workspaceId]/home/hooks/use-chat.ts b/apps/sim/app/workspace/[workspaceId]/home/hooks/use-chat.ts index 7ad26bf5b03..d210de4c57e 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/hooks/use-chat.ts +++ b/apps/sim/app/workspace/[workspaceId]/home/hooks/use-chat.ts @@ -1367,7 +1367,11 @@ export function useChat( window.history.replaceState( null, '', - chatUrl(organizationId ? { organizationId } : workspaceId!, chatId) + chatUrl( + organizationId ? { organizationId } : workspaceId!, + chatId, + requestModeRef.current + ) ) } if (options?.invalidateList) { @@ -2357,6 +2361,7 @@ export function useChat( } const clearStreamResourceActivity = () => clearResourceActivity(activityTracker, true) const ctx = createStreamLoopContext({ + requestMode: requestModeRef.current, citedSourcesEnabled: requestModeRef.current === 'assistant', refreshRoute: () => router.refresh(), viewerId, diff --git a/apps/sim/app/workspace/[workspaceId]/home/hooks/use-restored-chat-entry.ts b/apps/sim/app/workspace/[workspaceId]/home/hooks/use-restored-chat-entry.ts index 01f6cfb1312..bae9f8c4fff 100644 --- a/apps/sim/app/workspace/[workspaceId]/home/hooks/use-restored-chat-entry.ts +++ b/apps/sim/app/workspace/[workspaceId]/home/hooks/use-restored-chat-entry.ts @@ -1,7 +1,7 @@ import { useEffect, useState } from 'react' import { usePathname, useRouter, useSearchParams } from 'next/navigation' -const CHAT_PATH = /^\/(?:workspace|o)\/[^/]+\/chat\/[^/]+$/ +const CHAT_PATH = /^\/(?:workspace|o)\/[^/]+\/(?:search\/)?chat\/[^/]+$/ interface UseRestoredChatEntryProps { /** The chat the surface was opened for; the new-chat surface has none. */ diff --git a/apps/sim/blocks/blocks/jira.ts b/apps/sim/blocks/blocks/jira.ts index ca11d9452f9..081576bcb62 100644 --- a/apps/sim/blocks/blocks/jira.ts +++ b/apps/sim/blocks/blocks/jira.ts @@ -1,5 +1,5 @@ import { JiraIcon } from '@/components/icons' -import { getScopesForService } from '@/lib/oauth/utils' +import { getDefaultToolScopesForProvider } from '@/lib/oauth/utils' import type { BlockConfig, BlockMeta } from '@/blocks/types' import { AuthMode, IntegrationType } from '@/blocks/types' import { normalizeFileInput } from '@/blocks/utils' @@ -37,6 +37,10 @@ export const JiraBlock: BlockConfig = { }, sentences: { byOperation: { + create_sprint: [ + { text: 'Create sprint', field: 'name', core: true }, + { text: 'on board', field: 'originBoardId' }, + ], read: [{ text: 'Read issue', field: ISSUE_FIELD, core: true }], 'read-bulk': [{ text: 'Read all issues in', field: PROJECT_FIELD, core: true }], update: [ @@ -134,6 +138,58 @@ export const JiraBlock: BlockConfig = { }, }, subBlocks: [ + { + id: 'originBoardId', + title: 'Board ID', + type: 'short-input', + placeholder: 'Numeric Jira Software board ID', + condition: { field: 'operation', value: 'create_sprint' }, + required: true, + }, + { + id: 'name', + title: 'Sprint name', + type: 'short-input', + placeholder: 'Name for the new sprint', + condition: { field: 'operation', value: 'create_sprint' }, + required: true, + }, + { + id: 'goal', + title: 'Sprint goal', + type: 'long-input', + placeholder: 'What this sprint should achieve', + condition: { field: 'operation', value: 'create_sprint' }, + required: false, + }, + { + id: 'startDate', + title: 'Start date', + type: 'short-input', + placeholder: 'ISO 8601 timestamp with timezone', + condition: { field: 'operation', value: 'create_sprint' }, + required: false, + mode: 'advanced', + wandConfig: { + enabled: true, + generationType: 'timestamp', + prompt: 'Return only an ISO 8601 timestamp with timezone.', + }, + }, + { + id: 'endDate', + title: 'End date', + type: 'short-input', + placeholder: 'ISO 8601 timestamp with timezone', + condition: { field: 'operation', value: 'create_sprint' }, + required: false, + mode: 'advanced', + wandConfig: { + enabled: true, + generationType: 'timestamp', + prompt: 'Return only an ISO 8601 timestamp with timezone.', + }, + }, { id: 'operation', title: 'Operation', @@ -143,6 +199,7 @@ export const JiraBlock: BlockConfig = { { label: 'Read Bulk Issues', id: 'read-bulk' }, { label: 'Update Issue', id: 'update' }, { label: 'Write Issue', id: 'write' }, + { label: 'Create Sprint', id: 'create_sprint' }, { label: 'Delete Issue', id: 'delete' }, { label: 'Assign Issue', id: 'assign' }, { label: 'Transition Issue', id: 'transition' }, @@ -187,7 +244,7 @@ export const JiraBlock: BlockConfig = { mode: 'basic', required: true, serviceId: 'jira', - requiredScopes: getScopesForService('jira'), + requiredScopes: getDefaultToolScopesForProvider('jira'), placeholder: 'Select Jira account', }, { @@ -866,6 +923,7 @@ Return ONLY the comment text - no explanations.`, 'jira_retrieve', 'jira_update', 'jira_write', + 'jira_create_sprint', 'jira_bulk_read', 'jira_delete_issue', 'jira_assign_issue', @@ -901,6 +959,8 @@ Return ONLY the comment text - no explanations.`, return 'jira_retrieve' case 'update': return 'jira_update' + case 'create_sprint': + return 'jira_create_sprint' case 'write': return 'jira_write' case 'read-bulk': @@ -974,6 +1034,16 @@ Return ONLY the comment text - no explanations.`, } switch (params.operation) { + case 'create_sprint': { + return { + ...baseParams, + originBoardId: Number(params.originBoardId), + name: params.name, + goal: params.goal || undefined, + startDate: params.startDate || undefined, + endDate: params.endDate || undefined, + } + } case 'write': { const parseCommaSeparated = (value: string | undefined): string[] | undefined => { if (!value || value.trim() === '') return undefined @@ -1291,6 +1361,11 @@ Return ONLY the comment text - no explanations.`, }, }, inputs: { + originBoardId: { type: 'number', description: 'Jira Software board ID' }, + name: { type: 'string', description: 'Sprint name' }, + goal: { type: 'string', description: 'Sprint goal' }, + startDate: { type: 'string', description: 'Planned sprint start timestamp' }, + endDate: { type: 'string', description: 'Planned sprint end timestamp' }, operation: { type: 'string', description: 'Operation to perform' }, domain: { type: 'string', description: 'Jira domain' }, oauthCredential: { type: 'string', description: 'Jira access token' }, diff --git a/apps/sim/blocks/blocks/jira_service_management.ts b/apps/sim/blocks/blocks/jira_service_management.ts index d506c42165d..48d34480281 100644 --- a/apps/sim/blocks/blocks/jira_service_management.ts +++ b/apps/sim/blocks/blocks/jira_service_management.ts @@ -1,5 +1,5 @@ import { JiraServiceManagementIcon } from '@/components/icons' -import { getScopesForService } from '@/lib/oauth/utils' +import { getDefaultToolScopesForProvider } from '@/lib/oauth/utils' import type { BlockConfig, BlockMeta } from '@/blocks/types' import { AuthMode, IntegrationType } from '@/blocks/types' import { getTrigger } from '@/triggers' @@ -308,7 +308,7 @@ export const JiraServiceManagementBlock: BlockConfig = { mode: 'basic', required: true, serviceId: 'jira', - requiredScopes: getScopesForService('jira'), + requiredScopes: getDefaultToolScopesForProvider('jira'), placeholder: 'Select Jira account', }, { diff --git a/apps/sim/components/assistant-actions/index.ts b/apps/sim/components/assistant-actions/index.ts new file mode 100644 index 00000000000..3023c6d186c --- /dev/null +++ b/apps/sim/components/assistant-actions/index.ts @@ -0,0 +1,5 @@ +export { + AssistantActionReviewPanel, + AssistantActionReviewProvider, + AssistantActionReviewStatus, +} from './review' diff --git a/apps/sim/components/assistant-actions/review.tsx b/apps/sim/components/assistant-actions/review.tsx new file mode 100644 index 00000000000..a6676140602 --- /dev/null +++ b/apps/sim/components/assistant-actions/review.tsx @@ -0,0 +1,254 @@ +'use client' + +import { createContext, type ReactNode, useContext, useState } from 'react' +import { + Chip, + ChipModal, + ChipModalBody, + ChipModalField, + ChipModalFooter, + ChipModalHeader, + OverflowText, + toast, +} from '@sim/emcn' +import { Hand } from '@sim/emcn/icons' +import { getErrorMessage } from '@sim/utils/errors' +import { omit } from '@sim/utils/object' +import type { AssistantActionsResponse } from '@/lib/api/contracts/assistant-actions' +import { + ASSISTANT_ACTION_MAX_BYTES, + ASSISTANT_REVIEW_FIELD_MAX_CHARS, +} from '@/lib/assistant-actions/limits' +import { + useAssistantActionReview, + useDecideAssistantAction, +} from '@/hooks/queries/assistant-actions' + +type ReviewAction = AssistantActionsResponse['actions'][number] +type ReviewEdits = Record }> + +const reviewContext = createContext<{ open: () => void; panel: ReactNode } | null>(null) + +interface AssistantActionReviewProviderProps { + organizationId: string + chatId?: string + active: boolean + enabled: boolean + children: ReactNode +} + +export function AssistantActionReviewProvider({ + organizationId, + chatId, + active, + enabled, + children, +}: AssistantActionReviewProviderProps) { + const query = useAssistantActionReview(organizationId, chatId ?? '', active, enabled) + const mutation = useDecideAssistantAction(organizationId, chatId ?? '') + const [open, setOpen] = useState(false) + const [submitting, setSubmitting] = useState(false) + const [edits, setEdits] = useState({}) + const actions = query.data?.actions ?? [] + const submit = async (selected: ReviewAction[], decision: 'allow' | 'skip') => { + if (submitting) return + setSubmitting(true) + try { + for (const action of selected) { + const draft = edits[action.toolCallId] + try { + await mutation.mutateAsync({ + toolCallId: action.toolCallId, + runId: action.runId, + proposalVersion: action.proposalVersion, + decision, + ...(decision === 'allow' && draft?.proposalVersion === action.proposalVersion + ? { edits: draft.fields } + : {}), + }) + setEdits((current) => omit(current, [action.toolCallId])) + } catch (error) { + toast.error(getErrorMessage(error, 'Could not save this review')) + } + } + } finally { + setSubmitting(false) + } + } + const panel = + !enabled || (!actions.length && !query.error) ? null : ( +
+
+ + + {actions.length + ? `${actions.length} ${actions.length === 1 ? 'action' : 'actions'} to review` + : 'Action review unavailable'} + + (actions.length ? setOpen(true) : void query.refetch())}> + {actions.length ? 'Review' : 'Retry'} + +
+ {actions.slice(0, 3).map((action) => ( + field.target && field.value)?.value ?? + action.account?.displayName ?? + 'Account unavailable' + }`} + className='text-[var(--text-muted)] text-small' + /> + ))} + {actions.length > 3 && ( +

And {actions.length - 3} more

+ )} +
+ ) + return ( + setOpen(true), panel } : null}> + {children} + + setOpen(false)}> + Review actions + + +

+ Review each action before it runs. Allow and Cancel apply only to these proposals. Each + action has a {ASSISTANT_ACTION_MAX_BYTES / 1024} KB total limit across all fields. +

+ {actions.map((action) => ( + + setEdits((current) => ({ + ...current, + [action.toolCallId]: { + proposalVersion: action.proposalVersion, + fields: { + ...(current[action.toolCallId]?.proposalVersion === action.proposalVersion + ? current[action.toolCallId].fields + : {}), + [name]: value, + }, + }, + })) + } + onDecide={(decision) => void submit([action], decision)} + /> + ))} + {!actions.length && ( +

+ {query.error + ? 'Could not load the current actions. Close this review and retry.' + : 'No actions are waiting for review.'} +

+ )} + {query.data?.nextCursor !== null && query.data?.nextCursor !== undefined && ( +

+ More actions are waiting. Review these first. +

+ )} + + setOpen(false)} + cancelLabel='Close' + defaultAction='none' + primaryAction={{ + label: actions.length > 1 ? `Allow ${actions.length} shown` : 'Allow', + onClick: () => void submit(actions, 'allow'), + disabled: submitting || !actions.length || actions.some((action) => !action.account), + }} + /> + + + ) +} + +interface ActionReviewProps { + action: ReviewAction + edits: Record + disabled: boolean + onEdit: (name: string, value: string) => void + onDecide: (decision: 'allow' | 'skip') => void +} + +function ActionReview({ action, edits, disabled, onEdit, onDecide }: ActionReviewProps) { + return ( +
+ +
+ onDecide('allow')}> + Allow + + onDecide('skip')}> + Cancel + +
+ + {action.fields + .filter((field) => field.value || field.editable) + .map((field) => + field.editable ? ( + onEdit(field.name, value)} + rows={field.format === 'multiline' ? 4 : 2} + /> + ) : ( + + ) + )} +
+ ) +} + +export function AssistantActionReviewPanel() { + return useContext(reviewContext)?.panel ?? null +} + +interface AssistantActionReviewStatusProps { + title: string + fallback: ReactNode +} + +export function AssistantActionReviewStatus({ title, fallback }: AssistantActionReviewStatusProps) { + const review = useContext(reviewContext) + return review ? ( + + {title} · Review + + ) : ( + fallback + ) +} diff --git a/apps/sim/hooks/queries/assistant-actions.ts b/apps/sim/hooks/queries/assistant-actions.ts new file mode 100644 index 00000000000..f74fb4b7836 --- /dev/null +++ b/apps/sim/hooks/queries/assistant-actions.ts @@ -0,0 +1,89 @@ +import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query' +import { requestJson } from '@/lib/api/client/request' +import { + type AssistantActionDecisionBody, + decideAssistantActionContract, + listAssistantActionsContract, + readAssistantToolPermissionsContract, + type UpdateAssistantToolPermissionsBody, + updateAssistantToolPermissionsContract, +} from '@/lib/api/contracts/assistant-actions' + +const assistantActionKeys = { + all: ['assistant-actions'] as const, + permissions: () => [...assistantActionKeys.all, 'permissions'] as const, + permission: (organizationId: string, credentialId: string) => + [...assistantActionKeys.permissions(), organizationId, credentialId] as const, + review: (organizationId: string, chatId: string) => + [...assistantActionKeys.all, 'review', organizationId, chatId] as const, +} + +const ASSISTANT_PERMISSIONS_STALE_TIME = 10_000 +const ASSISTANT_REVIEW_STALE_TIME = 3_000 +const ASSISTANT_REVIEW_POLL_INTERVAL = 3_000 + +export function useAssistantToolPermissions(organizationId: string, credentialId: string) { + return useQuery({ + queryKey: assistantActionKeys.permission(organizationId, credentialId), + queryFn: ({ signal }) => + requestJson(readAssistantToolPermissionsContract, { + params: { id: organizationId, credentialId }, + signal, + }), + enabled: Boolean(organizationId && credentialId), + staleTime: ASSISTANT_PERMISSIONS_STALE_TIME, + }) +} + +export function useAssistantActionReview( + organizationId: string, + chatId: string, + active: boolean, + enabled: boolean +) { + return useQuery({ + queryKey: assistantActionKeys.review(organizationId, chatId), + queryFn: ({ signal }) => + requestJson(listAssistantActionsContract, { + params: { id: organizationId, chatId }, + query: {}, + signal, + }), + enabled: enabled && Boolean(organizationId && chatId), + staleTime: ASSISTANT_REVIEW_STALE_TIME, + refetchInterval: (query) => + active || query.state.data?.actions.length ? ASSISTANT_REVIEW_POLL_INTERVAL : false, + }) +} + +export function useDecideAssistantAction(organizationId: string, chatId: string) { + const client = useQueryClient() + return useMutation({ + mutationFn: ({ toolCallId, ...body }: AssistantActionDecisionBody & { toolCallId: string }) => + requestJson(decideAssistantActionContract, { + params: { id: organizationId, chatId, toolCallId }, + body, + }), + onSettled: () => + client.invalidateQueries({ queryKey: assistantActionKeys.review(organizationId, chatId) }), + }) +} + +export function useUpdateAssistantToolPermissions(organizationId: string, credentialId: string) { + const client = useQueryClient() + return useMutation({ + mutationFn: (body: UpdateAssistantToolPermissionsBody) => + requestJson(updateAssistantToolPermissionsContract, { + params: { id: organizationId, credentialId }, + body, + }), + onSuccess: () => + client.invalidateQueries({ + queryKey: assistantActionKeys.permission(organizationId, credentialId), + }), + onError: () => + client.invalidateQueries({ + queryKey: assistantActionKeys.permission(organizationId, credentialId), + }), + }) +} diff --git a/apps/sim/hooks/use-animated-placeholder.ts b/apps/sim/hooks/use-animated-placeholder.ts index e223d2d6817..3ed085849b9 100644 --- a/apps/sim/hooks/use-animated-placeholder.ts +++ b/apps/sim/hooks/use-animated-placeholder.ts @@ -1,6 +1,6 @@ import { useEffect, useRef, useState } from 'react' -const BUILD_PLACEHOLDER = { +const PLACEHOLDER = { prefix: 'Ask Sim to ', suffixes: [ 'respond to my emails...', @@ -9,23 +9,13 @@ const BUILD_PLACEHOLDER = { 'track GitHub commits...', ], } as const -const SEARCH_PLACEHOLDER = { - prefix: 'Ask about ', - suffixes: [ - 'project updates...', - 'answers across your sources...', - 'meeting notes...', - 'decisions and documents...', - ], -} as const - const TYPE_SPEED_MS = 60 const DELETE_SPEED_MS = 35 const PAUSE_AFTER_TYPING_MS = 2000 const PAUSE_AFTER_DELETING_MS = 400 -export function useAnimatedPlaceholder(enabled = true, mode: 'build' | 'search' = 'build'): string { - const { prefix, suffixes } = mode === 'search' ? SEARCH_PLACEHOLDER : BUILD_PLACEHOLDER +export function useAnimatedPlaceholder(enabled = true): string { + const { prefix, suffixes } = PLACEHOLDER const [text, setText] = useState(prefix) const stateRef = useRef({ suffixIndex: 0, diff --git a/apps/sim/lib/api/contracts/assistant-actions.ts b/apps/sim/lib/api/contracts/assistant-actions.ts new file mode 100644 index 00000000000..4a0a368d71c --- /dev/null +++ b/apps/sim/lib/api/contracts/assistant-actions.ts @@ -0,0 +1,156 @@ +import { z } from 'zod' +import { organizationIdSchema } from '@/lib/api/contracts/primitives' +import { defineRouteContract } from '@/lib/api/contracts/types' +import { ASSISTANT_REVIEW_FIELD_MAX_CHARS } from '@/lib/assistant-actions/limits' + +const policySchema = z.enum(['allow', 'ask', 'block']) +const toolIdSchema = z.string().min(1).max(256) +const permissionParamsSchema = z.object({ + id: organizationIdSchema, + credentialId: z.string().min(1).max(128), +}) +const permissionPath = + '/api/organizations/[id]/connected-accounts/personal/[credentialId]/tool-permissions' + +export const readAssistantToolPermissionsContract = defineRouteContract({ + method: 'GET', + path: permissionPath, + params: permissionParamsSchema, + response: { + mode: 'json', + schema: z.object({ + account: z.object({ + credentialId: z.string().min(1).max(128), + displayName: z.string().max(512), + providerId: z.string().min(1).max(128), + status: z.enum(['active', 'needs_reauth', 'revoked']), + active: z.boolean(), + }), + revision: z.number().int().nonnegative(), + readPolicy: policySchema, + writePolicy: policySchema, + canAutoApprove: z.boolean(), + tools: z + .array( + z.object({ + toolId: toolIdSchema, + name: z.string().min(1).max(512), + description: z.string().max(20_000), + effect: z.enum(['read', 'write']), + version: z.number().int().positive(), + policy: policySchema, + inherited: z.boolean(), + }) + ) + .max(1000), + }), + }, +}) + +const updatePermissionBodySchema = z + .object({ + revision: z.number().int().nonnegative().max(2_147_483_646), + change: z.discriminatedUnion('kind', [ + z + .object({ + kind: z.literal('group'), + effect: z.enum(['read', 'write']), + policy: policySchema, + }) + .strict(), + z + .object({ kind: z.literal('tool'), toolId: toolIdSchema, policy: policySchema.nullable() }) + .strict(), + ]), + }) + .strict() + +export const updateAssistantToolPermissionsContract = defineRouteContract({ + method: 'PATCH', + path: permissionPath, + params: permissionParamsSchema, + body: updatePermissionBodySchema, + response: { mode: 'json', schema: z.object({ revision: z.number().int().positive() }) }, +}) + +export type AssistantToolPermissionsResponse = z.output< + typeof readAssistantToolPermissionsContract.response.schema +> +export type UpdateAssistantToolPermissionsBody = z.input + +const reviewParamsSchema = z.object({ id: organizationIdSchema, chatId: z.uuid() }) +const reviewPath = '/api/organizations/[id]/chats/[chatId]/actions' +export const listAssistantActionsContract = defineRouteContract({ + method: 'GET', + path: reviewPath, + params: reviewParamsSchema, + query: z.object({ + cursor: z.coerce.number().int().nonnegative().max(Number.MAX_SAFE_INTEGER).optional(), + }), + response: { + mode: 'json', + schema: z.object({ + actions: z + .array( + z.object({ + toolCallId: z.string().min(1).max(256), + runId: z.uuid(), + toolId: toolIdSchema, + name: z.string().max(512), + effect: z.enum(['read', 'write']), + proposalVersion: z.string().regex(/^[a-f0-9]{64}$/), + account: z + .object({ + credentialId: z.string().max(128), + displayName: z.string().max(512), + providerId: z.string().max(128), + }) + .nullable(), + fields: z + .array( + z.object({ + name: z.string().max(256), + label: z.string().max(512), + target: z.boolean(), + editable: z.boolean(), + format: z.enum(['text', 'multiline', 'json']), + value: z.string().max(ASSISTANT_REVIEW_FIELD_MAX_CHARS), + }) + ) + .max(256), + }) + ) + .max(32), + nextCursor: z.number().int().nonnegative().nullable(), + }), + }, +}) + +const decisionBodySchema = z + .object({ + runId: z.uuid(), + proposalVersion: z.string().regex(/^[a-f0-9]{64}$/), + decision: z.enum(['allow', 'skip']), + edits: z + .record(z.string().min(1).max(256), z.string().max(ASSISTANT_REVIEW_FIELD_MAX_CHARS)) + .refine((value) => Object.keys(value).length <= 32, 'Too many edited fields') + .optional(), + }) + .strict() +export const decideAssistantActionContract = defineRouteContract({ + method: 'PATCH', + path: `${reviewPath}/[toolCallId]`, + params: reviewParamsSchema.extend({ toolCallId: z.string().min(1).max(256) }), + body: decisionBodySchema, + response: { + mode: 'json', + schema: z.object({ + toolCallId: z.string().max(256), + decision: z.enum(['allow', 'skip', 'allow_chat', 'always_allow']), + applied: z.boolean(), + }), + }, +}) + +export type AssistantActionsResponse = z.output +export type AssistantActionDecisionBody = z.input diff --git a/apps/sim/lib/api/contracts/organization-accounts.ts b/apps/sim/lib/api/contracts/organization-accounts.ts index 97ad6919540..18a3977ca7d 100644 --- a/apps/sim/lib/api/contracts/organization-accounts.ts +++ b/apps/sim/lib/api/contracts/organization-accounts.ts @@ -44,6 +44,7 @@ export const getOrganizationAccountsContract = defineRouteContract({ schema: z.object({ credentialGroup: organizationCredentialGroupSchema.nullable(), availableProviders: z.array(credentialGroupProviderSchema), + assistantProviders: z.array(credentialGroupProviderSchema), availableMcpConnectors: z.array(managedMcpConnectorIdSchema), canManage: z.boolean(), indexingAvailable: z.boolean(), diff --git a/apps/sim/lib/assistant-actions/application/admission.ts b/apps/sim/lib/assistant-actions/application/admission.ts new file mode 100644 index 00000000000..fa2ac8fecbd --- /dev/null +++ b/apps/sim/lib/assistant-actions/application/admission.ts @@ -0,0 +1,133 @@ +import { isDeepStrictEqual } from 'node:util' +import { db } from '@sim/db' +import { copilotAsyncToolCalls, copilotRuns } from '@sim/db/schema' +import { toRecord } from '@sim/utils/object' +import { and, eq, isNull } from 'drizzle-orm' +import { + lockAssistantActionScope, + requireAssistantRun, + resolveAssistantActionPolicy, +} from '@/lib/assistant-actions/application/context' +import { assistantActionOperations } from '@/lib/assistant-actions/application/operations' +import { resolveAssistantActionBinding } from '@/lib/assistant-actions/binding' +import { + defineAuthorizedOrganizationUseCase, + type OrganizationUseCaseContext, +} from '@/lib/core/application/authorized-organization-use-case' +import { authorizeOrganizationOperation } from '@/lib/core/application/organization-authorization' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { claimAssistantToolExecution } from '@/lib/mothership/async-runs/repository' + +interface ActionInput { + organizationId: string + runId: string + toolCallId: string +} + +interface ProposalInput extends ActionInput { + toolId: string + args: Record +} + +export const prepareOrganizationAssistantAction = defineAuthorizedOrganizationUseCase({ + operation: assistantActionOperations.prepare, + async execute({ principal, input, context }: OrganizationUseCaseContext) { + await requireAssistantRun(principal, input, context.userId) + const binding = resolveAssistantActionBinding(input.toolId, input.args) + return resolveAssistantActionPolicy({ ...context, credentialId: binding.credentialId }, input) + }, +}) + +/** Nested background reads may run only when the account policy needs no review. */ +export const authorizeOrganizationAssistantRead = defineAuthorizedOrganizationUseCase({ + operation: assistantActionOperations.read, + async execute({ + input, + context, + }: OrganizationUseCaseContext<{ + organizationId: string + toolId: string + args: Record + }>) { + const binding = resolveAssistantActionBinding(input.toolId, input.args) + if (binding.effect !== 'read') + throw new OrchestrationError( + 'forbidden', + 'Write actions require a separately reviewed tool call.' + ) + const proposal = await resolveAssistantActionPolicy( + { ...context, credentialId: binding.credentialId }, + input + ) + if (proposal.policy !== 'allow') + throw new OrchestrationError( + 'forbidden', + 'This tool requires a separately reviewed tool call.' + ) + }, +}) + +export const claimOrganizationAssistantAction = defineAuthorizedOrganizationUseCase({ + operation: assistantActionOperations.claim, + async execute({ + principal, + input, + context, + }: OrganizationUseCaseContext) { + await requireAssistantRun(principal, input, context.userId) + const [record] = await db + .select() + .from(copilotAsyncToolCalls) + .where( + and( + eq(copilotAsyncToolCalls.toolCallId, input.toolCallId), + eq(copilotAsyncToolCalls.runId, input.runId) + ) + ) + .limit(1) + if (!record?.assistantAction || !record.executableName || record.targetWorkspaceId) + throw new OrchestrationError('not_found', 'Assistant action is unavailable.') + const toolId = record.executableName + const scope = { ...context, credentialId: record.assistantAction.credentialId } + return db.transaction(async (tx) => { + await lockAssistantActionScope(scope, tx) + await authorizeOrganizationOperation(principal, assistantActionOperations.claim, input, { + executor: tx, + forUpdate: true, + }) + await requireAssistantRun(principal, input, context.userId, tx) + const proposal = await resolveAssistantActionPolicy( + scope, + { toolId, args: toRecord(record.args) }, + tx + ) + if ( + !isDeepStrictEqual(proposal.binding, record.assistantAction) || + record.executionRetryable !== (proposal.binding.effect === 'read') + ) + throw new OrchestrationError( + 'conflict', + 'This operation changed. Ask Assistant to propose it again.' + ) + await tx + .select({ id: copilotRuns.id }) + .from(copilotRuns) + .where(eq(copilotRuns.id, input.runId)) + .for('update') + if (proposal.policy === 'ask') { + await tx + .update(copilotAsyncToolCalls) + .set({ permissionRequestedAt: new Date() }) + .where( + and( + eq(copilotAsyncToolCalls.toolCallId, input.toolCallId), + eq(copilotAsyncToolCalls.status, 'pending'), + isNull(copilotAsyncToolCalls.executionStartedAt), + isNull(copilotAsyncToolCalls.permissionRequestedAt) + ) + ) + } + return claimAssistantToolExecution({ ...input, userId: context.userId }, tx) + }) + }, +}) diff --git a/apps/sim/lib/assistant-actions/application/context.ts b/apps/sim/lib/assistant-actions/application/context.ts new file mode 100644 index 00000000000..e4d19d21dfd --- /dev/null +++ b/apps/sim/lib/assistant-actions/application/context.ts @@ -0,0 +1,162 @@ +import type { Principal } from '@sim/auth/principal' +import { db } from '@sim/db' +import { + copilotChats, + copilotRuns, + credential, + credentialGroup, + credentialGroupEnrollment, +} from '@sim/db/schema' +import { toRecord } from '@sim/utils/object' +import { and, eq, isNull } from 'drizzle-orm' +import { resolveAssistantActionBinding } from '@/lib/assistant-actions/binding' +import { loadAssistantIntegrationTools } from '@/lib/assistant-actions/catalog' +import { + loadAssistantAccount, + loadAssistantToolPermissions, + lockAssistantToolPermissions, + resolveAssistantToolPolicy, +} from '@/lib/assistant-actions/tool-permissions' +import type { AssistantToolPermissionScope } from '@/lib/assistant-actions/types' +import { acquireOrganizationUserMutationLocks } from '@/lib/billing/organizations/membership' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { lockCredentialGroupEnrollmentLifecycle } from '@/lib/credential-groups/enrollments' +import type { DbOrTx, DbTransaction } from '@/lib/db/types' +import { SIM_TOOL_EXECUTION_VERSION } from '@/lib/mothership/async-runs/lifecycle' +import { TERMINAL_RUN_STATUSES } from '@/lib/mothership/async-runs/repository' +import { providerIdsForService } from '@/lib/oauth/utils' +import { capabilityDeniedBy } from '@/lib/permission-groups/capability-assertions' +import { acquirePermissionGroupOrgReadLock } from '@/lib/permission-groups/locks' + +/** The same visible operation catalog governs settings and execution admission. */ +export async function loadAssistantAccountPolicyContext( + scope: AssistantToolPermissionScope, + executor: DbOrTx = db +) { + const account = await loadAssistantAccount(scope, executor) + if (!account) throw new OrchestrationError('not_found', 'Connected account not found') + const catalog = await loadAssistantIntegrationTools(scope, executor) + const tools = catalog.tools.filter( + ({ config: tool }) => + tool.oauth && providerIdsForService(tool.oauth.provider).includes(account.providerId) + ) + const config = catalog.config + const canAutoApprove = !capabilityDeniedBy('copilot.tool_auto_approval', config) + return { account, tools, canAutoApprove } +} + +export async function requireAssistantRun( + principal: Principal, + input: { organizationId: string; runId: string; chatId?: string }, + userId: string, + executor: DbOrTx = db +) { + const chatId = + principal.kind === 'session' + ? input.chatId + : principal.kind === 'organization_delegated' && principal.serviceId === 'copilot' + ? principal.resourceScope.chatId + : undefined + if (!chatId) + throw new OrchestrationError('forbidden', 'Assistant actions require a private conversation.') + const [run] = await executor + .select({ + config: copilotChats.config, + version: copilotRuns.toolExecutionVersion, + closedAt: copilotRuns.toolAdmissionClosedAt, + status: copilotRuns.status, + }) + .from(copilotRuns) + .innerJoin(copilotChats, eq(copilotChats.id, copilotRuns.chatId)) + .where( + and( + eq(copilotRuns.id, input.runId), + eq(copilotRuns.organizationId, input.organizationId), + eq(copilotRuns.userId, userId), + eq(copilotChats.userId, userId), + eq(copilotChats.organizationId, input.organizationId), + eq(copilotChats.id, chatId), + isNull(copilotChats.deletedAt) + ) + ) + .limit(1) + if ( + !run || + toRecord(run.config).conversationMode !== 'assistant' || + run.version !== SIM_TOOL_EXECUTION_VERSION + ) + throw new OrchestrationError('not_found', 'Assistant conversation is unavailable.') + if (run.closedAt || TERMINAL_RUN_STATUSES.includes(run.status)) + throw new OrchestrationError('conflict', 'This conversation is no longer accepting actions.') +} + +export async function resolveAssistantActionPolicy( + scope: AssistantToolPermissionScope, + input: { toolId: string; args: Record }, + executor: DbOrTx = db +) { + const binding = resolveAssistantActionBinding(input.toolId, input.args) + const { account, tools, canAutoApprove } = await loadAssistantAccountPolicyContext( + scope, + executor + ) + const operation = tools.find((tool) => tool.toolId === input.toolId)?.config.assistant + if (!account.active || !operation || binding.credentialId !== scope.credentialId) + throw new OrchestrationError( + 'forbidden', + 'This operation requires your active connected account.' + ) + const permissions = await loadAssistantToolPermissions(scope, executor) + const policy = resolveAssistantToolPolicy(permissions, input.toolId, operation) + if (policy === 'block') + throw new OrchestrationError('forbidden', 'This tool is blocked in your account permissions.') + return { binding, policy: policy === 'allow' && !canAutoApprove ? ('ask' as const) : policy } +} + +/** Locks account lifecycle before policy, then rows in the same order as revocation and OAuth completion. */ +export async function lockAssistantActionScope( + scope: AssistantToolPermissionScope, + tx: DbTransaction +) { + await acquireOrganizationUserMutationLocks(tx, { + userId: scope.userId, + organizationIds: [scope.organizationId], + }) + const [identity] = await tx + .select({ + groupId: credentialGroupEnrollment.credentialGroupId, + enrollmentId: credentialGroupEnrollment.id, + }) + .from(credential) + .innerJoin( + credentialGroupEnrollment, + eq(credentialGroupEnrollment.id, credential.credentialGroupEnrollmentId) + ) + .where( + and( + eq(credential.id, scope.credentialId), + eq(credential.organizationId, scope.organizationId), + eq(credentialGroupEnrollment.userId, scope.userId) + ) + ) + .limit(1) + if (!identity) throw new OrchestrationError('not_found', 'Connected account not found.') + await lockCredentialGroupEnrollmentLifecycle(tx, identity.enrollmentId) + await lockAssistantToolPermissions(scope, tx) + await acquirePermissionGroupOrgReadLock(tx, scope.organizationId) + await tx + .select({ id: credentialGroup.id }) + .from(credentialGroup) + .where(eq(credentialGroup.id, identity.groupId)) + .for('share') + await tx + .select({ id: credentialGroupEnrollment.id }) + .from(credentialGroupEnrollment) + .where(eq(credentialGroupEnrollment.id, identity.enrollmentId)) + .for('share') + await tx + .select({ id: credential.id }) + .from(credential) + .where(eq(credential.id, scope.credentialId)) + .for('share') +} diff --git a/apps/sim/lib/assistant-actions/application/operations.ts b/apps/sim/lib/assistant-actions/application/operations.ts new file mode 100644 index 00000000000..3e86b5ee1d3 --- /dev/null +++ b/apps/sim/lib/assistant-actions/application/operations.ts @@ -0,0 +1,55 @@ +import { defineOrganizationOperation } from '@/lib/core/application/organization-operation' + +export const assistantActionOperations = { + list: defineOrganizationOperation({ + id: 'assistant_actions.list', + minimumRole: 'member', + capability: 'integrations.manage', + principalKinds: ['session'], + }), + decide: defineOrganizationOperation({ + id: 'assistant_actions.decide', + minimumRole: 'member', + capability: 'integrations.manage', + principalKinds: ['session'], + }), + read: defineOrganizationOperation({ + id: 'assistant_actions.read', + minimumRole: 'member', + contentDelivery: 'none', + capability: 'integrations.manage', + principalKinds: ['organization_delegated'], + delegatedServices: ['copilot'], + delegationAudience: 'sim:assistant-actions', + }), + prepare: defineOrganizationOperation({ + id: 'assistant_actions.prepare', + minimumRole: 'member', + contentDelivery: 'none', + capability: 'integrations.manage', + principalKinds: ['organization_delegated'], + delegatedServices: ['copilot'], + delegationAudience: 'sim:assistant-actions', + }), + claim: defineOrganizationOperation({ + id: 'assistant_actions.claim', + minimumRole: 'member', + contentDelivery: 'none', + capability: 'integrations.manage', + principalKinds: ['organization_delegated'], + delegatedServices: ['copilot'], + delegationAudience: 'sim:assistant-actions', + }), + readPermissions: defineOrganizationOperation({ + id: 'assistant_actions.permissions.read', + minimumRole: 'member', + capability: 'integrations.manage', + principalKinds: ['session'], + }), + updatePermissions: defineOrganizationOperation({ + id: 'assistant_actions.permissions.update', + minimumRole: 'member', + capability: 'integrations.manage', + principalKinds: ['session'], + }), +} as const diff --git a/apps/sim/lib/assistant-actions/application/review.ts b/apps/sim/lib/assistant-actions/application/review.ts new file mode 100644 index 00000000000..9f572ba4d82 --- /dev/null +++ b/apps/sim/lib/assistant-actions/application/review.ts @@ -0,0 +1,223 @@ +import { isDeepStrictEqual } from 'node:util' +import { AuditAction, AuditResourceType } from '@sim/audit' +import { db } from '@sim/db' +import { copilotAsyncToolCalls, copilotRuns } from '@sim/db/schema' +import { toRecord } from '@sim/utils/object' +import { and, asc, desc, eq, gt, isNotNull, isNull, notInArray } from 'drizzle-orm' +import { + lockAssistantActionScope, + requireAssistantRun, + resolveAssistantActionPolicy, +} from '@/lib/assistant-actions/application/context' +import { assistantActionOperations } from '@/lib/assistant-actions/application/operations' +import { + applyAssistantReviewEdits, + assistantProposalVersion, + assistantReviewFields, +} from '@/lib/assistant-actions/proposal' +import { loadAssistantAccount } from '@/lib/assistant-actions/tool-permissions' +import { acquireOrganizationUserMutationLocks } from '@/lib/billing/organizations/membership' +import { + defineAuthorizedOrganizationUseCase, + type OrganizationUseCaseContext, +} from '@/lib/core/application/authorized-organization-use-case' +import { authorizeOrganizationOperation } from '@/lib/core/application/organization-authorization' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { + recordToolPermissionDecision, + TERMINAL_RUN_STATUSES, +} from '@/lib/mothership/async-runs/repository' +import { publishToolPermissionDecision } from '@/lib/mothership/persistence/tool-permission' +import { toolStartWindowClosed } from '@/lib/mothership/request/tools/deadline' +import { getToolMetadata } from '@/tools/metadata' + +interface ReviewInput { + organizationId: string + chatId: string + runId: string +} + +export const listOrganizationAssistantActions = defineAuthorizedOrganizationUseCase({ + operation: assistantActionOperations.list, + async execute({ + principal, + input, + context, + }: OrganizationUseCaseContext & { runId?: string; cursor?: number }>) { + const [latest] = input.runId + ? [{ id: input.runId }] + : await db + .select({ id: copilotRuns.id }) + .from(copilotRuns) + .where( + and( + eq(copilotRuns.chatId, input.chatId), + eq(copilotRuns.organizationId, context.organizationId), + eq(copilotRuns.userId, context.userId), + isNull(copilotRuns.toolAdmissionClosedAt), + notInArray(copilotRuns.status, TERMINAL_RUN_STATUSES) + ) + ) + .orderBy(desc(copilotRuns.startedAt), desc(copilotRuns.id)) + .limit(1) + if (!latest) return { actions: [], nextCursor: null } + const runId = latest.id + await requireAssistantRun(principal, { ...input, runId }, context.userId) + const records = await db + .select() + .from(copilotAsyncToolCalls) + .where( + and( + eq(copilotAsyncToolCalls.runId, runId), + eq(copilotAsyncToolCalls.status, 'pending'), + isNotNull(copilotAsyncToolCalls.assistantAction), + isNotNull(copilotAsyncToolCalls.permissionRequestedAt), + isNull(copilotAsyncToolCalls.permissionDecision), + input.cursor === undefined + ? undefined + : gt(copilotAsyncToolCalls.persistSeq, input.cursor) + ) + ) + .orderBy(asc(copilotAsyncToolCalls.persistSeq)) + .limit(33) + const page = records.slice(0, 32) + const actions = await Promise.all( + page.map(async (record) => { + const binding = record.assistantAction + if (!binding) throw new Error('Assistant review is missing its binding') + const account = await loadAssistantAccount({ + ...context, + credentialId: binding.credentialId, + }) + const tool = getToolMetadata(record.executableName ?? '') + return { + toolCallId: record.toolCallId, + runId: record.runId, + toolId: record.executableName ?? record.toolName, + name: tool?.name ?? record.toolName, + effect: binding.effect, + account: account + ? { + credentialId: account.credentialId, + displayName: account.displayName, + providerId: account.providerId, + } + : null, + proposalVersion: assistantProposalVersion(record), + fields: assistantReviewFields(record), + } + }) + ) + return { actions, nextCursor: records.length > 32 ? (page.at(-1)?.persistSeq ?? null) : null } + }, +}) + +interface DecisionInput extends ReviewInput { + toolCallId: string + proposalVersion: string + decision: 'allow' | 'skip' + edits?: Record +} + +export const decideOrganizationAssistantAction = defineAuthorizedOrganizationUseCase({ + operation: assistantActionOperations.decide, + async execute({ principal, input, context }: OrganizationUseCaseContext) { + await requireAssistantRun(principal, input, context.userId) + const [proposal] = await db + .select() + .from(copilotAsyncToolCalls) + .where( + and( + eq(copilotAsyncToolCalls.runId, input.runId), + eq(copilotAsyncToolCalls.toolCallId, input.toolCallId) + ) + ) + .limit(1) + if (!proposal?.assistantAction) + throw new OrchestrationError('not_found', 'Assistant action not found.') + const scope = { ...context, credentialId: proposal.assistantAction.credentialId } + return db.transaction(async (tx) => { + if (input.decision === 'allow') await lockAssistantActionScope(scope, tx) + else + await acquireOrganizationUserMutationLocks(tx, { + userId: scope.userId, + organizationIds: [scope.organizationId], + }) + await authorizeOrganizationOperation(principal, assistantActionOperations.decide, input, { + executor: tx, + forUpdate: true, + }) + await tx + .select({ id: copilotRuns.id }) + .from(copilotRuns) + .where(eq(copilotRuns.id, input.runId)) + .for('update') + await requireAssistantRun(principal, input, context.userId, tx) + const [record] = await tx + .select() + .from(copilotAsyncToolCalls) + .where( + and( + eq(copilotAsyncToolCalls.runId, input.runId), + eq(copilotAsyncToolCalls.toolCallId, input.toolCallId) + ) + ) + .for('update') + .limit(1) + if (!record?.assistantAction || !record.executableName) + throw new OrchestrationError('not_found', 'Assistant action not found.') + if (assistantProposalVersion(record) !== input.proposalVersion) + throw new OrchestrationError('conflict', 'This proposal changed. Refresh the review.') + if (record.permissionDecision) + return { + toolCallId: record.toolCallId, + decision: record.permissionDecision, + applied: false, + } + if ( + record.status !== 'pending' || + !record.permissionRequestedAt || + record.executionStartedAt || + toolStartWindowClosed(record.executionDeadlineAt?.getTime(), Date.now()) + ) + throw new OrchestrationError('conflict', 'This action is no longer waiting for review.') + const approvedArgs = + input.decision === 'allow' + ? applyAssistantReviewEdits(record, input.edits) + : toRecord(record.args) + if (input.decision === 'allow') { + const current = await resolveAssistantActionPolicy( + scope, + { toolId: record.executableName, args: approvedArgs }, + tx + ) + if (!isDeepStrictEqual(current.binding, record.assistantAction)) + throw new OrchestrationError( + 'conflict', + 'This operation changed. Ask Assistant to propose it again.' + ) + } + const decided = await recordToolPermissionDecision(input.toolCallId, input.decision, { + approvedArgs, + executor: tx, + }) + if (!decided) + throw new OrchestrationError('conflict', 'This action is no longer waiting for review.') + return { toolCallId: record.toolCallId, decision: input.decision, applied: true } + }) + }, + afterSuccess: ({ result }) => { + if (result.applied) + publishToolPermissionDecision({ toolCallId: result.toolCallId, decision: result.decision }) + }, + projectAudit: ({ input, result }) => + result.applied + ? { + action: AuditAction.ASSISTANT_ACTION_REVIEWED, + resourceType: AuditResourceType.CHAT, + resourceId: input.chatId, + description: 'Reviewed an Assistant account action', + metadata: { toolCallId: input.toolCallId, decision: result.decision, runId: input.runId }, + } + : [], +}) diff --git a/apps/sim/lib/assistant-actions/application/tool-permissions.ts b/apps/sim/lib/assistant-actions/application/tool-permissions.ts new file mode 100644 index 00000000000..7fa0b626d15 --- /dev/null +++ b/apps/sim/lib/assistant-actions/application/tool-permissions.ts @@ -0,0 +1,152 @@ +import { AuditAction, AuditResourceType } from '@sim/audit' +import { db } from '@sim/db' +import { loadAssistantAccountPolicyContext } from '@/lib/assistant-actions/application/context' +import { assistantActionOperations } from '@/lib/assistant-actions/application/operations' +import { + loadAssistantToolPermissions, + lockAssistantToolPermissions, + resolveAssistantToolPolicy, + saveAssistantToolPermissions, +} from '@/lib/assistant-actions/tool-permissions' +import type { AssistantToolPermissionChange } from '@/lib/assistant-actions/types' +import { acquireOrganizationUserMutationLocks } from '@/lib/billing/organizations/membership' +import { + defineAuthorizedOrganizationUseCase, + type OrganizationUseCaseContext, +} from '@/lib/core/application/authorized-organization-use-case' +import { authorizeOrganizationOperation } from '@/lib/core/application/organization-authorization' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { acquirePermissionGroupOrgReadLock } from '@/lib/permission-groups/locks' +import { getToolMetadata } from '@/tools/metadata' + +interface AccountInput { + organizationId: string + credentialId: string +} + +export const readOrganizationToolPermissions = defineAuthorizedOrganizationUseCase({ + operation: assistantActionOperations.readPermissions, + async execute({ + input, + context, + }: { + input: AccountInput + context: { organizationId: string; userId: string } + }) { + const scope = { + organizationId: context.organizationId, + userId: context.userId, + credentialId: input.credentialId, + } + const { account, tools, canAutoApprove } = await loadAssistantAccountPolicyContext(scope) + const permissions = await loadAssistantToolPermissions(scope) + return { + account, + revision: permissions.revision, + readPolicy: permissions.readPolicy, + writePolicy: permissions.writePolicy, + canAutoApprove, + tools: tools.flatMap(({ toolId, config }) => + config.assistant + ? [ + { + toolId, + name: config.name, + description: config.description, + effect: config.assistant.effect, + version: config.assistant.version, + policy: resolveAssistantToolPolicy(permissions, toolId, config.assistant), + inherited: permissions.overrides[toolId] === undefined, + }, + ] + : [] + ), + } + }, +}) + +export const updateOrganizationToolPermissions = defineAuthorizedOrganizationUseCase({ + operation: assistantActionOperations.updatePermissions, + async execute({ + principal, + input, + context, + }: OrganizationUseCaseContext< + AccountInput & { revision: number; change: AssistantToolPermissionChange } + >) { + const scope = { + organizationId: context.organizationId, + userId: context.userId, + credentialId: input.credentialId, + } + return db.transaction(async (tx) => { + await acquireOrganizationUserMutationLocks(tx, { + userId: scope.userId, + organizationIds: [scope.organizationId], + }) + await lockAssistantToolPermissions(scope, tx) + await acquirePermissionGroupOrgReadLock(tx, scope.organizationId) + await authorizeOrganizationOperation( + principal, + assistantActionOperations.updatePermissions, + input, + { executor: tx, forUpdate: true } + ) + const { account, tools, canAutoApprove } = await loadAssistantAccountPolicyContext(scope, tx) + const permissions = await loadAssistantToolPermissions(scope, tx) + if (permissions.revision !== input.revision) + throw new OrchestrationError('conflict', 'Tool permissions changed. Refresh and try again.') + const { change } = input + if (change.policy === 'allow' && !account.active) + throw new OrchestrationError( + 'forbidden', + 'Reconnect this account before allowing tools automatically.' + ) + if (change.policy === 'allow' && !canAutoApprove) + throw new OrchestrationError('forbidden', 'Your organization requires tool approval.') + const next = { + ...permissions, + revision: permissions.revision + 1, + overrides: { ...permissions.overrides }, + } + if (change.kind === 'group') { + next[change.effect === 'read' ? 'readPolicy' : 'writePolicy'] = + change.policy === 'allow' ? 'ask' : change.policy + for (const toolId of Object.keys(next.overrides)) { + const operation = getToolMetadata(toolId)?.assistant + if (!operation || operation.effect === change.effect) delete next.overrides[toolId] + } + for (const tool of tools) { + if (tool.config.assistant?.effect !== change.effect) continue + if (change.policy === 'allow') + next.overrides[tool.toolId] = { + version: tool.config.assistant.version, + policy: 'allow', + } + } + } else { + const tool = tools.find((entry) => entry.toolId === change.toolId) + if (!tool?.config.assistant) + throw new OrchestrationError( + 'validation', + 'This Assistant operation is unavailable for this account.' + ) + if (change.policy === null) delete next.overrides[change.toolId] + else + next.overrides[change.toolId] = { + version: tool.config.assistant.version, + policy: change.policy, + } + } + await saveAssistantToolPermissions(scope, next, tx) + return { revision: next.revision } + }) + }, + projectAudit: ({ input, result }) => ({ + action: AuditAction.CREDENTIAL_UPDATED, + resourceType: AuditResourceType.CREDENTIAL, + resourceId: input.credentialId, + description: 'Updated personal Assistant tool permissions', + metadata: { change: input.change, revision: result.revision }, + }), +}) diff --git a/apps/sim/lib/assistant-actions/binding.ts b/apps/sim/lib/assistant-actions/binding.ts new file mode 100644 index 00000000000..19b7a14b0a2 --- /dev/null +++ b/apps/sim/lib/assistant-actions/binding.ts @@ -0,0 +1,19 @@ +import type { AssistantActionBinding } from '@sim/db/schema' +import { ASSISTANT_ACTION_MAX_BYTES } from '@/lib/assistant-actions/limits' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { assertAssistantIntegrationCall } from '@/lib/mothership/assistant/tool-policy' +import { getToolMetadata } from '@/tools/metadata' + +/** Registry metadata and validated account arguments seal the scope of a proposed operation. */ +export function resolveAssistantActionBinding( + toolId: string, + args: Record +): AssistantActionBinding { + if (Buffer.byteLength(JSON.stringify(args), 'utf8') > ASSISTANT_ACTION_MAX_BYTES) + throw new OrchestrationError( + 'payload_too_large', + `This action exceeds the ${ASSISTANT_ACTION_MAX_BYTES / 1024} KB total review limit. Shorten the text or ask Assistant to split it into smaller actions.` + ) + const { credentialId, operation } = assertAssistantIntegrationCall(getToolMetadata(toolId), args) + return { credentialId, operationVersion: operation.version, effect: operation.effect } +} diff --git a/apps/sim/lib/assistant-actions/catalog.ts b/apps/sim/lib/assistant-actions/catalog.ts new file mode 100644 index 00000000000..e5e4d3121b7 --- /dev/null +++ b/apps/sim/lib/assistant-actions/catalog.ts @@ -0,0 +1,54 @@ +import { assistantSearchSourceForProvider } from '@/lib/assistant-actions/providers' +import { getBlockVisibility } from '@/lib/core/config/block-visibility' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { findCredentialGroupProviderFromProviderId } from '@/lib/credential-groups/providers' +import type { DbOrTx } from '@/lib/db/types' +import { projectIntegrationToolsForViewer } from '@/lib/integrations/tool-projection' +import { requireOrganizationSearchApproval } from '@/lib/knowledge/search/integration-policy' +import { projectAssistantConnectedAccountTool } from '@/lib/mothership/assistant/connected-account-tool' +import { isAssistantIntegrationTool } from '@/lib/mothership/assistant/tool-policy' +import { isSearchIntegrationToolsEnabled } from '@/lib/mothership/feature-flags' +import { getUserPermissionConfigForOrganization } from '@/lib/permission-groups/resolve.server' +import { requiresScopedRetrieval } from '@/lib/sim-search/live/policy-schema' +import { livePolicyFor, loadLiveSearchPolicies } from '@/lib/sim-search/live/policy-store' + +/** Settings and execution expose the same administrator-authorized, personal-account operations. */ +export async function loadAssistantIntegrationTools( + scope: { organizationId: string; userId: string }, + executor?: DbOrTx +) { + const [visibility, config, enabled] = await Promise.all([ + getBlockVisibility({ userId: scope.userId, orgId: scope.organizationId }), + getUserPermissionConfigForOrganization(scope.organizationId, executor), + isSearchIntegrationToolsEnabled(), + ]) + const tools = projectIntegrationToolsForViewer(visibility, config) + .tools.map((entry) => ({ + ...entry, + config: projectAssistantConnectedAccountTool(entry.config), + })) + .filter(({ config: tool }) => enabled && isAssistantIntegrationTool(tool) && tool.oauth) + const providers = [ + ...new Set( + tools.flatMap(({ config: tool }) => { + const provider = + tool.oauth && findCredentialGroupProviderFromProviderId(tool.oauth.provider) + return provider ? [provider] : [] + }) + ), + ] + return { tools, config, providers } +} + +/** Direct operations cannot bypass a Search source's administrator-defined content boundary. */ +export async function requireAssistantProviderAccess(organizationId: string, providerId: string) { + const source = assistantSearchSourceForProvider(providerId) + if (!source) return + await requireOrganizationSearchApproval(organizationId, source) + const policies = await loadLiveSearchPolicies({ organizationId }) + if (requiresScopedRetrieval(source, livePolicyFor(policies, source))) + throw new OrchestrationError( + 'forbidden', + 'This organization restricts content access for this app. Use search_workspace and read_document within that scope.' + ) +} diff --git a/apps/sim/lib/assistant-actions/execution-scope.ts b/apps/sim/lib/assistant-actions/execution-scope.ts new file mode 100644 index 00000000000..bf8a11278af --- /dev/null +++ b/apps/sim/lib/assistant-actions/execution-scope.ts @@ -0,0 +1,59 @@ +import { AsyncLocalStorage } from 'node:async_hooks' +import { isDeepStrictEqual } from 'node:util' +import type { AssistantActionBinding } from '@sim/db/schema' +import { authorizeOrganizationAssistantRead } from '@/lib/assistant-actions/application/admission' +import { resolveAssistantActionBinding } from '@/lib/assistant-actions/binding' +import { executeCopilotAssistantAction } from '@/lib/mothership/application/assistant-actions' +import type { CopilotExecutionContext } from '@/lib/mothership/auth/application-delegation' + +interface AdmittedAction { + userId: string + organizationId: string + toolCallId: string + toolId: string + args: Record + binding: AssistantActionBinding +} + +const executions = new AsyncLocalStorage() + +/** Only the winning durable execution enters this scope; its authority cannot cross a wire. */ +export function withAssistantActionExecution( + action: AdmittedAction, + execute: () => Promise +): Promise { + return executions.run({ ...action, args: structuredClone(action.args), consumed: false }, execute) +} + +/** The provider boundary consumes one exact invocation, including edits approved in the saved decision. */ +export async function requireAssistantActionExecution( + context: CopilotExecutionContext, + toolId: string, + args: Record +): Promise { + const binding = resolveAssistantActionBinding(toolId, args) + const admitted = executions.getStore() + if ( + admitted && + admitted.userId === context.userId && + admitted.organizationId === context.organizationId && + admitted.toolCallId === context.toolCallId && + admitted.toolId === toolId + ) { + if ( + admitted.consumed || + !isDeepStrictEqual(admitted.args, args) || + !isDeepStrictEqual(admitted.binding, binding) + ) + throw new Error('This operation does not match its admitted Assistant action.') + admitted.consumed = true + return + } + if (binding.effect !== 'read') + throw new Error('Write actions require an approved, durable Assistant tool call.') + if (context.organizationId) + await executeCopilotAssistantAction(context, authorizeOrganizationAssistantRead, { + toolId, + args, + }) +} diff --git a/apps/sim/lib/assistant-actions/limits.ts b/apps/sim/lib/assistant-actions/limits.ts new file mode 100644 index 00000000000..abaa62cab05 --- /dev/null +++ b/apps/sim/lib/assistant-actions/limits.ts @@ -0,0 +1,2 @@ +export const ASSISTANT_ACTION_MAX_BYTES = 64 * 1024 +export const ASSISTANT_REVIEW_FIELD_MAX_CHARS = 64 * 1024 diff --git a/apps/sim/lib/assistant-actions/proposal.ts b/apps/sim/lib/assistant-actions/proposal.ts new file mode 100644 index 00000000000..4bcf7748dd1 --- /dev/null +++ b/apps/sim/lib/assistant-actions/proposal.ts @@ -0,0 +1,93 @@ +import { createHash } from 'node:crypto' +import type { copilotAsyncToolCalls } from '@sim/db/schema' +import { sortObjectKeysDeep, toRecord } from '@sim/utils/object' +import { resolveAssistantActionBinding } from '@/lib/assistant-actions/binding' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { isAssistantIntegrationParameter } from '@/lib/mothership/assistant/tool-policy' +import { getToolMetadata } from '@/tools/metadata' + +type ActionRecord = typeof copilotAsyncToolCalls.$inferSelect + +/** The review version covers the immutable invocation, independent of object key order or later decisions. */ +export function assistantProposalVersion(record: ActionRecord): string { + return createHash('sha256') + .update( + JSON.stringify( + sortObjectKeysDeep({ + runId: record.runId, + toolCallId: record.toolCallId, + toolId: record.executableName, + targetWorkspaceId: record.targetWorkspaceId, + binding: record.assistantAction, + args: record.args, + }) + ) + ) + .digest('hex') +} + +/** Editable text fields are explicitly declared; authentication and destinations cannot be patched. */ +export function applyAssistantReviewEdits( + record: ActionRecord, + edits: Record = {} +): Record { + const tool = getToolMetadata(record.executableName ?? '') + if (!tool?.assistant) + throw new OrchestrationError( + 'conflict', + 'This operation changed. Ask Assistant to propose it again.' + ) + const args = { ...toRecord(record.args) } + for (const [name, value] of Object.entries(edits)) { + const field = tool.assistant.reviewFields?.find((entry) => entry.name === name) + const param = tool.params[name] + if ( + !field?.editable || + field.target || + param?.type !== 'string' || + !isAssistantIntegrationParameter(tool, name) + ) + throw new OrchestrationError('validation', `${name} is not editable in this review.`) + if (typeof value !== 'string' || (param.required && !value.trim())) + throw new OrchestrationError('validation', `${field.label} must contain text.`) + args[name] = value + } + resolveAssistantActionBinding(tool.id, args) + return args +} + +/** Every supplied non-authentication argument remains visible, even without a custom review label. */ +export function assistantReviewFields(record: ActionRecord) { + const tool = getToolMetadata(record.executableName ?? '') + const args = toRecord(record.args) + const declared = tool?.assistant?.reviewFields ?? [] + const names = [...new Set([...declared.map((field) => field.name), ...Object.keys(args)])] + return names + .filter( + (name) => + !['credential', 'credentialId', 'oauthCredential'].includes(name) && + tool && + isAssistantIntegrationParameter(tool, name) + ) + .map((name) => { + const field = declared.find((entry) => entry.name === name) + const supplied = args[name] + const value = + field?.target && + (supplied === undefined || (typeof supplied === 'string' && !supplied.trim())) + ? tool?.params[name]?.default + : supplied + return { + name, + label: field?.label ?? name, + target: field?.target === true, + editable: + field?.editable === true && + field.target !== true && + tool?.params[name]?.type === 'string', + format: + field?.format ?? (typeof value === 'string' ? ('text' as const) : ('json' as const)), + value: value === undefined ? '' : typeof value === 'string' ? value : JSON.stringify(value), + } + }) +} diff --git a/apps/sim/lib/assistant-actions/providers.ts b/apps/sim/lib/assistant-actions/providers.ts new file mode 100644 index 00000000000..5a447d6e27a --- /dev/null +++ b/apps/sim/lib/assistant-actions/providers.ts @@ -0,0 +1,10 @@ +import { SEARCH_CONNECTORS } from '@/lib/sim-search/connectors' +import { liveSearchProviderForCredential } from '@/lib/sim-search/live/provider-catalog' + +/** Related app credentials inherit the content boundary of their underlying Search source. */ +export function assistantSearchSourceForProvider(providerId: string): string | undefined { + return ( + liveSearchProviderForCredential(providerId) ?? + SEARCH_CONNECTORS.find((entry) => entry.providerIds.includes(providerId))?.type + ) +} diff --git a/apps/sim/lib/assistant-actions/tool-permissions.integration.ts b/apps/sim/lib/assistant-actions/tool-permissions.integration.ts new file mode 100644 index 00000000000..4e3f89b6aa0 --- /dev/null +++ b/apps/sim/lib/assistant-actions/tool-permissions.integration.ts @@ -0,0 +1,1483 @@ +/** + * Real authorization and persistence boundary: account/tenant isolation, session-only grants, + * lost updates, absent defaults, revocation, and unsupported operation escalation. + */ +import type { OrganizationDelegatedPrincipal, SessionPrincipal } from '@sim/auth/principal' +import { db } from '@sim/db' +import { + assistantToolPermission, + copilotAsyncToolCalls, + copilotChats, + copilotRuns, + credential, + credentialGroup, + credentialGroupEnrollment, + member, + organization, + organizationSearchIntegration, + permissionGroup, + resourcePolicy, + user, +} from '@sim/db/schema' +import { generateId } from '@sim/utils/id' +import { eq, inArray } from 'drizzle-orm' +import { afterAll, beforeAll, beforeEach, describe, expect, it, vi } from 'vitest' +import { + claimOrganizationAssistantAction, + prepareOrganizationAssistantAction, +} from '@/lib/assistant-actions/application/admission' +import { + decideOrganizationAssistantAction, + listOrganizationAssistantActions, +} from '@/lib/assistant-actions/application/review' +import { + readOrganizationToolPermissions, + updateOrganizationToolPermissions, +} from '@/lib/assistant-actions/application/tool-permissions' +import { + requireAssistantActionExecution, + withAssistantActionExecution, +} from '@/lib/assistant-actions/execution-scope' +import { + loadAssistantToolPermissions, + resolveAssistantToolPolicy, +} from '@/lib/assistant-actions/tool-permissions' +import * as providerTransport from '@/lib/core/security/input-validation.server' +import { credentialGroupScopePolicyVersion } from '@/lib/credential-groups/provider-adapter' +import { getCredentialGroupProviderAdapter } from '@/lib/credential-groups/provider-registry' +import { + decryptManagedOAuthTokenSet, + encryptManagedOAuthTokenSet, + rejectManagedOAuthToken, +} from '@/lib/credentials/managed-oauth' +import { + claimToolExecution, + recordToolPermissionDecision, + upsertAsyncToolCall, +} from '@/lib/mothership/async-runs/repository' +import { buildIntegrationToolSchemas } from '@/lib/mothership/chat/payload' +import { createStreamingContext } from '@/lib/mothership/request/context/request-context' +import { runStreamLoop } from '@/lib/mothership/request/go/stream' +import { createEvent } from '@/lib/mothership/request/session/event' +import { executeToolAndReport } from '@/lib/mothership/request/tools/executor' +import type { + ExecutionContext, + OrchestratorOptions, + StreamEvent, + ToolCallState, +} from '@/lib/mothership/request/types' +import { defaultLiveSearchPolicy } from '@/lib/sim-search/live/policy-schema' +import { ResolvedSecretTraceRegistry } from '@/executor/utils/resolved-secret-trace-registry' +import { executeTool } from '@/tools' +import { getToolMetadata } from '@/tools/metadata' + +vi.hoisted(() => { + Object.assign(process.env, { + MSHIP_SEARCH_INTEGRATION_TOOLS: 'true', + JIRA_CLIENT_ID: 'assistant-fixture-client', + JIRA_CLIENT_SECRET: 'assistant-fixture-client-secret', + GOOGLE_CLIENT_ID: 'assistant-google-fixture-client', + GOOGLE_CLIENT_SECRET: 'assistant-google-fixture-secret', + SALESFORCE_CLIENT_ID: 'assistant-salesforce-fixture-client', + SALESFORCE_CLIENT_SECRET: 'assistant-salesforce-fixture-secret', + }) +}) + +const organizationId = generateId() +const otherOrganizationId = generateId() +const ownerId = generateId() +const otherUserId = generateId() +const credentialId = generateId() +const secondCredentialId = generateId() +const otherCredentialId = generateId() +const jiraCredentialId = generateId() +const docsCredentialId = generateId() +const salesforceCredentialId = generateId() +const groupId = generateId() +const enrollmentId = generateId() +const otherEnrollmentId = generateId() +const chatId = generateId() +const runId = generateId() +const principal: SessionPrincipal = { kind: 'session', userId: ownerId, sessionId: generateId() } +const input = { organizationId, credentialId } +const delegated: OrganizationDelegatedPrincipal = { + kind: 'organization_delegated', + serviceId: 'copilot', + subjectUserId: ownerId, + organizationId, + delegationId: generateId(), + audience: 'sim:assistant-actions', + issuedAt: new Date(), + expiresAt: new Date(Date.now() + 600_000), + resourceScope: { chatId }, +} +const prepare = async ( + toolId = 'gmail_list_labels_v2', + args: Record = { credential: credentialId } +) => { + const invocation = { + organizationId, + runId, + toolCallId: generateId(), + toolId, + args, + } + const prepared = await prepareOrganizationAssistantAction.execute({ + principal: delegated, + input: invocation, + }) + await upsertAsyncToolCall({ + ...invocation, + toolName: invocation.toolId, + assistantAction: prepared.binding, + permissionRequested: prepared.policy === 'ask', + executionRetryable: prepared.binding.effect === 'read', + }) + return { ...invocation, ownerToken: generateId() } +} +const claim = (call: Awaited>) => + claimOrganizationAssistantAction.execute({ principal: delegated, input: call }) +const review = () => + listOrganizationAssistantActions.execute({ principal, input: { organizationId, chatId, runId } }) +const decide = ( + toolCallId: string, + proposalVersion: string, + decision: 'allow' | 'skip', + edits?: Record +) => + decideOrganizationAssistantAction.execute({ + principal, + input: { organizationId, chatId, runId, toolCallId, proposalVersion, decision, edits }, + }) +const read = () => readOrganizationToolPermissions.execute({ principal, input }) +const change = (revision: number, policy: 'allow' | 'ask' | 'block') => + updateOrganizationToolPermissions.execute({ + principal, + input: { ...input, revision, change: { kind: 'tool', toolId: 'gmail_list_labels_v2', policy } }, + }) + +beforeAll(async () => { + const jiraPolicy = await getCredentialGroupProviderAdapter('jira').getPolicy(undefined, {}) + const docsPolicy = await getCredentialGroupProviderAdapter('google-docs').getPolicy(undefined, {}) + const salesforcePolicy = await getCredentialGroupProviderAdapter('salesforce').getPolicy( + undefined, + {} + ) + await db.insert(user).values( + [ownerId, otherUserId].map((id) => ({ + id, + email: `${id}@example.test`, + name: 'Assistant permission fixture', + emailVerified: true, + createdAt: new Date(), + updatedAt: new Date(), + })) + ) + await db.insert(organization).values( + [organizationId, otherOrganizationId].map((id) => ({ + id, + name: 'Assistant permission fixture', + slug: id, + createdAt: new Date(), + })) + ) + await db.insert(member).values( + [ownerId, otherUserId].map((userId) => ({ + id: generateId(), + userId, + organizationId, + role: 'member', + })) + ) + await db.insert(credentialGroup).values({ + id: groupId, + organizationId, + publicId: generateId(), + name: 'Connected account fixture', + options: ['gmail', 'gmail-second', 'jira', 'google-docs', 'salesforce'].map((id) => ({ + id, + provider: + id === 'jira' + ? 'jira' + : id === 'google-docs' + ? 'google-docs' + : id === 'salesforce' + ? 'salesforce' + : 'gmail', + label: 'Gmail', + authorizationAppId: + id === 'jira' + ? jiraPolicy.authorizationAppId + : id === 'google-docs' + ? docsPolicy.authorizationAppId + : id === 'salesforce' + ? salesforcePolicy.authorizationAppId + : 'fixture', + requiredScopes: + id === 'jira' + ? jiraPolicy.requiredScopes + : id === 'google-docs' + ? docsPolicy.requiredScopes + : id === 'salesforce' + ? salesforcePolicy.requiredScopes + : [], + scopeVersion: + id === 'jira' + ? jiraPolicy.scopeVersion + : id === 'google-docs' + ? docsPolicy.scopeVersion + : id === 'salesforce' + ? salesforcePolicy.scopeVersion + : 1, + required: false, + status: 'active', + })), + }) + await db.insert(credentialGroupEnrollment).values( + [ + { id: enrollmentId, userId: ownerId }, + { id: otherEnrollmentId, userId: otherUserId }, + ].map(({ id, userId }) => ({ + id, + userId, + credentialGroupId: groupId, + email: `${userId}@example.test`, + status: 'completed' as const, + invitationTokenHash: id.replaceAll('-', '').repeat(2), + invitationExpiresAt: new Date(Date.now() + 60_000), + invitedAt: new Date(), + })) + ) + await db.insert(credential).values({ + id: jiraCredentialId, + createdBy: ownerId, + credentialGroupEnrollmentId: enrollmentId, + credentialGroupOptionId: 'jira', + organizationId, + type: 'managed_oauth', + displayName: 'Fixture Jira account', + providerId: 'jira', + managedOauthStatus: 'active', + managedOauthScopeVersion: jiraPolicy.scopeVersion, + grantedScopes: jiraPolicy.requiredScopes, + providerSubjectId: jiraCredentialId, + authorizationAppId: jiraPolicy.authorizationAppId, + encryptedOauthTokenSet: await encryptManagedOAuthTokenSet({ + accessToken: 'assistant-fixture-token', + }), + grantedAt: new Date(), + }) + await db.insert(credential).values({ + id: docsCredentialId, + createdBy: ownerId, + credentialGroupEnrollmentId: enrollmentId, + credentialGroupOptionId: 'google-docs', + organizationId, + type: 'managed_oauth', + displayName: 'Fixture Docs account', + providerId: 'google-docs', + managedOauthStatus: 'active', + managedOauthScopeVersion: docsPolicy.scopeVersion, + grantedScopes: docsPolicy.requiredScopes, + providerSubjectId: docsCredentialId, + authorizationAppId: docsPolicy.authorizationAppId, + encryptedOauthTokenSet: await encryptManagedOAuthTokenSet({ + accessToken: 'assistant-fixture-token', + }), + grantedAt: new Date(), + }) + await db.insert(credential).values({ + id: salesforceCredentialId, + createdBy: ownerId, + credentialGroupEnrollmentId: enrollmentId, + credentialGroupOptionId: 'salesforce', + organizationId, + type: 'managed_oauth', + displayName: 'Fixture Salesforce account', + providerId: 'salesforce', + managedOauthStatus: 'active', + managedOauthScopeVersion: salesforcePolicy.scopeVersion, + grantedScopes: salesforcePolicy.requiredScopes, + providerSubjectId: salesforceCredentialId, + authorizationAppId: salesforcePolicy.authorizationAppId, + encryptedOauthTokenSet: await encryptManagedOAuthTokenSet({ + accessToken: 'assistant-salesforce-token', + refreshToken: 'assistant-salesforce-refresh', + }), + grantedAt: new Date(), + }) + await db.insert(credential).values( + [ + { + id: credentialId, + createdBy: ownerId, + credentialGroupEnrollmentId: enrollmentId, + credentialGroupOptionId: 'gmail', + }, + { + id: secondCredentialId, + createdBy: ownerId, + credentialGroupEnrollmentId: enrollmentId, + credentialGroupOptionId: 'gmail-second', + }, + { + id: otherCredentialId, + createdBy: otherUserId, + credentialGroupEnrollmentId: otherEnrollmentId, + credentialGroupOptionId: 'gmail', + }, + ].map((account) => ({ + ...account, + organizationId, + type: 'managed_oauth' as const, + displayName: 'Fixture Gmail account', + providerId: 'google-email', + managedOauthStatus: 'active' as const, + managedOauthScopeVersion: 1, + grantedScopes: [], + providerSubjectId: account.id, + authorizationAppId: 'fixture', + encryptedOauthTokenSet: 'fixture-not-a-provider-token', + grantedAt: new Date(), + providerMetadata: { email: `${account.id}@example.test` }, + })) + ) + await db.insert(organizationSearchIntegration).values( + ['jira', 'google_drive'].map((connectorType) => ({ + organizationId, + connectorType, + approved: true, + })) + ) + await db.insert(copilotChats).values({ + id: chatId, + userId: ownerId, + organizationId, + type: 'mothership', + config: { conversationMode: 'assistant' }, + }) + await db.insert(copilotRuns).values({ + id: runId, + chatId, + userId: ownerId, + organizationId, + executionId: generateId(), + streamId: generateId(), + toolExecutionVersion: 3, + }) +}) + +beforeEach(async () => { + const jiraPolicy = await getCredentialGroupProviderAdapter('jira').getPolicy(undefined, {}) + await db + .update(credential) + .set({ + grantedScopes: jiraPolicy.requiredScopes, + managedOauthStatus: 'active', + managedOauthScopeVersion: jiraPolicy.scopeVersion, + authorizationAppId: jiraPolicy.authorizationAppId, + }) + .where(eq(credential.id, jiraCredentialId)) + await db.update(organization).set({ metadata: {} }).where(eq(organization.id, organizationId)) + await db + .update(organizationSearchIntegration) + .set({ approved: true }) + .where(eq(organizationSearchIntegration.organizationId, organizationId)) + await db + .delete(assistantToolPermission) + .where(eq(assistantToolPermission.organizationId, organizationId)) + await db + .update(credential) + .set({ managedOauthStatus: 'active' }) + .where(eq(credential.id, credentialId)) + await db + .insert(member) + .values({ id: generateId(), userId: ownerId, organizationId, role: 'member' }) + .onConflictDoNothing() + await db.delete(copilotAsyncToolCalls).where(eq(copilotAsyncToolCalls.runId, runId)) + await db + .update(copilotRuns) + .set({ status: 'active', toolAdmissionClosedAt: null }) + .where(eq(copilotRuns.id, runId)) +}) + +afterAll(async () => { + await db + .delete(organization) + .where(inArray(organization.id, [organizationId, otherOrganizationId])) + await db.delete(user).where(inArray(user.id, [ownerId, otherUserId])) +}) + +describe('Assistant discovery for legacy account setup', () => { + it('leaves legacy grants untouched while returning an empty native catalog', async () => { + expect( + await db.select().from(resourcePolicy).where(eq(resourcePolicy.resourceId, groupId)) + ).toEqual([]) + expect( + await buildIntegrationToolSchemas(ownerId, { + schemaSurface: 'copilot', + organizationId, + personalAccountsOnly: true, + }) + ).toEqual([]) + expect( + await db.select().from(resourcePolicy).where(eq(resourcePolicy.resourceId, groupId)) + ).toEqual([]) + }) +}) + +describe('organization Assistant tool permissions', () => { + it('reads safe defaults without persisting a grant', async () => { + const result = await read() + expect(result).toMatchObject({ revision: 0, readPolicy: 'allow', writePolicy: 'ask' }) + expect(result.tools.find((tool) => tool.toolId === 'gmail_list_labels_v2')?.policy).toBe( + 'allow' + ) + expect( + await db + .select() + .from(assistantToolPermission) + .where(eq(assistantToolPermission.credentialId, credentialId)) + ).toEqual([]) + }) + + it.each([ + { organizationId: otherOrganizationId, credentialId }, + { organizationId, credentialId: otherCredentialId }, + ])('conceals an account outside the current own organization grant: %j', async (scope) => { + await expect( + readOrganizationToolPermissions.execute({ principal, input: scope }) + ).rejects.toThrow() + await expect( + updateOrganizationToolPermissions.execute({ + principal, + input: { + ...scope, + revision: 0, + change: { kind: 'group', effect: 'read', policy: 'allow' }, + }, + }) + ).rejects.toThrow() + expect( + await db + .select() + .from(assistantToolPermission) + .where(eq(assistantToolPermission.userId, ownerId)) + ).toEqual([]) + }) + + it('does not let Assistant grant itself permission', async () => { + await expect( + updateOrganizationToolPermissions.execute({ + principal: { + kind: 'organization_delegated', + serviceId: 'copilot', + subjectUserId: ownerId, + organizationId, + delegationId: generateId(), + audience: 'sim:assistant-actions', + issuedAt: new Date(), + expiresAt: new Date(Date.now() + 60_000), + resourceScope: { chatId: generateId() }, + }, + input: { + ...input, + revision: 0, + change: { kind: 'group', effect: 'write', policy: 'allow' }, + }, + }) + ).rejects.toThrow() + }) + + it('keeps account overrides isolated and rejects stale saves', async () => { + await change(0, 'block') + expect( + (await read()).tools.find((tool) => tool.toolId === 'gmail_list_labels_v2')?.policy + ).toBe('block') + const second = await readOrganizationToolPermissions.execute({ + principal, + input: { ...input, credentialId: secondCredentialId }, + }) + expect(second.tools.find((tool) => tool.toolId === 'gmail_list_labels_v2')?.policy).toBe( + 'allow' + ) + await expect(change(0, 'allow')).rejects.toThrow('changed') + expect( + (await read()).tools.find((tool) => tool.toolId === 'gmail_list_labels_v2')?.policy + ).toBe('block') + }) + + it('commits exactly one concurrent save from the same revision', async () => { + const results = await Promise.allSettled([change(0, 'ask'), change(0, 'block')]) + expect(results.filter((result) => result.status === 'fulfilled')).toHaveLength(1) + expect(results.filter((result) => result.status === 'rejected')).toHaveLength(1) + expect((await read()).revision).toBe(1) + }) + + it('limits a bulk Allow to the operations and versions the user could review', async () => { + await updateOrganizationToolPermissions.execute({ + principal, + input: { ...input, revision: 0, change: { kind: 'group', effect: 'read', policy: 'allow' } }, + }) + const saved = await loadAssistantToolPermissions({ ...input, userId: ownerId }) + const operation = getToolMetadata('gmail_list_labels_v2')?.assistant + if (!operation) throw new Error('Fixture operation is unavailable') + expect(resolveAssistantToolPolicy(saved, 'gmail_list_labels_v2', operation)).toBe('allow') + expect( + resolveAssistantToolPolicy(saved, 'gmail_list_labels_v2', { + ...operation, + version: operation.version + 1, + }) + ).toBe('ask') + expect(resolveAssistantToolPolicy(saved, 'future_operation', operation)).toBe('ask') + }) + + it.each(['ask', 'block'] as const)( + 'replaces hidden tool grants when the group changes to %s', + async (policy) => { + await change(0, 'allow') + const policyGroupId = generateId() + await db.insert(permissionGroup).values({ + id: policyGroupId, + organizationId, + name: 'Hidden operation fixture', + createdBy: ownerId, + isDefault: true, + config: { deniedTools: ['gmail_list_labels_v2'] }, + }) + try { + expect((await read()).tools.some((tool) => tool.toolId === 'gmail_list_labels_v2')).toBe( + false + ) + await updateOrganizationToolPermissions.execute({ + principal, + input: { ...input, revision: 1, change: { kind: 'group', effect: 'read', policy } }, + }) + await db.delete(permissionGroup).where(eq(permissionGroup.id, policyGroupId)) + expect( + (await read()).tools.find((tool) => tool.toolId === 'gmail_list_labels_v2')?.policy + ).toBe(policy) + } finally { + await db.delete(permissionGroup).where(eq(permissionGroup.id, policyGroupId)) + } + } + ) + + it('refuses an unreviewed or unrelated operation', async () => { + for (const toolId of ['gmail_delete_label', 'jira_get_project', 'unregistered_operation']) { + await expect( + updateOrganizationToolPermissions.execute({ + principal, + input: { ...input, revision: 0, change: { kind: 'tool', toolId, policy: 'allow' } }, + }) + ).rejects.toThrow('unavailable') + } + }) + + it('rechecks membership after a settings view was loaded', async () => { + await read() + await db.delete(member).where(eq(member.userId, ownerId)) + await expect(change(0, 'allow')).rejects.toThrow() + }) + + it('lets a disconnected account be restricted without granting new automatic access', async () => { + await db + .update(credential) + .set({ managedOauthStatus: 'revoked' }) + .where(eq(credential.id, credentialId)) + await expect(change(0, 'allow')).rejects.toThrow('Reconnect') + await change(0, 'block') + expect( + (await read()).tools.find((tool) => tool.toolId === 'gmail_list_labels_v2')?.policy + ).toBe('block') + }) + + it('requires fresh permission at admission and holds a newly restricted read', async () => { + const call = await prepare() + await change(0, 'ask') + expect(await claim(call)).toMatchObject({ outcome: 'awaiting_permission' }) + expect(await recordToolPermissionDecision(call.toolCallId, 'allow')).toBeNull() + const proposal = (await review()).actions[0] + if (!proposal) throw new Error('Pending action not available for review') + await decide(call.toolCallId, proposal.proposalVersion, 'allow') + expect(await claim(call)).toMatchObject({ outcome: 'claimed' }) + }) + + it('does not let the general execution lane bypass Assistant policy', async () => { + const call = await prepare() + expect(await claimToolExecution({ ...call, userId: ownerId })).toMatchObject({ + outcome: 'existing', + }) + expect(await claim(call)).toMatchObject({ outcome: 'claimed' }) + }) + + it.each(['block', 'revoked', 'removed', 'closed', 'version'] as const)( + 'refuses admission after %s without starting the action', + async (restriction) => { + const call = await prepare() + if (restriction === 'block') await change(0, 'block') + if (restriction === 'revoked') + await db + .update(credential) + .set({ managedOauthStatus: 'revoked' }) + .where(eq(credential.id, credentialId)) + if (restriction === 'removed') await db.delete(member).where(eq(member.userId, ownerId)) + if (restriction === 'closed') + await db + .update(copilotRuns) + .set({ toolAdmissionClosedAt: new Date() }) + .where(eq(copilotRuns.id, runId)) + if (restriction === 'version') + await db + .update(copilotAsyncToolCalls) + .set({ assistantAction: { credentialId, operationVersion: 999, effect: 'read' } }) + .where(eq(copilotAsyncToolCalls.toolCallId, call.toolCallId)) + await expect(claim(call)).rejects.toThrow() + const [row] = await db + .select({ started: copilotAsyncToolCalls.executionStartedAt }) + .from(copilotAsyncToolCalls) + .where(eq(copilotAsyncToolCalls.toolCallId, call.toolCallId)) + expect(row?.started).toBeNull() + } + ) + + it('admits exactly one owner when two controllers race', async () => { + const call = await prepare() + const outcomes = await Promise.all([claim(call), claim({ ...call, ownerToken: generateId() })]) + expect(outcomes.filter((result) => result.outcome === 'claimed')).toHaveLength(1) + }) + + it('binds review to the proposal and commits edits with the decision', async () => { + const call = await prepare('jira_write', { + credential: jiraCredentialId, + domain: 'fixture.atlassian.net', + projectId: 'APP', + issueType: 'Task', + summary: 'Original summary', + description: 'Original description', + }) + const proposal = (await review()).actions.find( + (action) => action.toolCallId === call.toolCallId + ) + if (!proposal) throw new Error('Pending action not available for review') + await expect(decide(call.toolCallId, '0'.repeat(64), 'allow')).rejects.toThrow('changed') + await expect( + decide(call.toolCallId, proposal.proposalVersion, 'allow', { credential: otherCredentialId }) + ).rejects.toThrow('editable') + await expect( + decide(call.toolCallId, proposal.proposalVersion, 'allow', { projectId: 'OTHER' }) + ).rejects.toThrow('editable') + await decide(call.toolCallId, proposal.proposalVersion, 'allow', { + summary: 'Reviewed summary', + }) + expect(await claim(call)).toMatchObject({ + outcome: 'claimed', + invocation: { + args: { + summary: 'Reviewed summary', + description: 'Original description', + projectId: 'APP', + credential: jiraCredentialId, + }, + }, + }) + expect((await review()).actions).toEqual([]) + }) + + it('keeps Cancel available after the account is blocked', async () => { + await change(0, 'ask') + const call = await prepare() + const proposal = (await review()).actions[0] + if (!proposal) throw new Error('Pending action not available for review') + await change(1, 'block') + await expect(decide(call.toolCallId, proposal.proposalVersion, 'allow')).rejects.toThrow( + 'blocked' + ) + expect(await decide(call.toolCallId, proposal.proposalVersion, 'skip')).toMatchObject({ + decision: 'skip', + applied: true, + }) + }) + + it('returns the winning decision to two tabs racing on one proposal', async () => { + await change(0, 'ask') + const call = await prepare() + const proposal = (await review()).actions[0] + if (!proposal) throw new Error('Pending action not available for review') + const results = await Promise.all([ + decide(call.toolCallId, proposal.proposalVersion, 'allow'), + decide(call.toolCallId, proposal.proposalVersion, 'skip'), + ]) + expect(results.filter((result) => result.applied)).toHaveLength(1) + expect(new Set(results.map((result) => result.decision)).size).toBe(1) + }) +}) + +function assistantExecutionContext(): ExecutionContext { + return { + userId: ownerId, + workflowId: '', + organizationId, + chatOrganizationId: organizationId, + chatId, + runId, + requestMode: 'assistant', + copilotToolExecution: true, + resolvedSecretTraceRegistry: new ResolvedSecretTraceRegistry(), + } +} + +function deliver(call: Awaited>, options?: OrchestratorOptions) { + const toolCall: ToolCallState = { + id: call.toolCallId, + name: call.toolId, + params: call.args, + status: 'pending', + } + return executeToolAndReport( + call.toolCallId, + createStreamingContext({ runId, chatId, toolCalls: new Map([[call.toolCallId, toolCall]]) }), + assistantExecutionContext(), + options + ) +} + +describe('Assistant action delivery through the durable executor', () => { + it.each([ + 'allow', + 'skip', + 'block', + 'provider_error', + 'assignment_error', + 'assignment_transport_error', + 'legacy_grant', + 'different_app', + ] as const)('delivers only the approved action, once, when the result is %s', async (outcome) => { + const requests: Array<{ url: string; body: unknown; authorization: string | null }> = [] + const originalFetch = globalThis.fetch + const provider = vi.spyOn(globalThis, 'fetch').mockImplementation(async (input, init) => { + const request = new Request(input, init) + if (new URL(request.url).hostname !== 'api.atlassian.com') return originalFetch(input, init) + if (request.url.endsWith('/oauth/token/accessible-resources')) + return Response.json([ + { id: '11111111-1111-4111-8111-111111111111', url: 'https://fixture.atlassian.net' }, + ]) + requests.push({ + url: request.url, + body: await request.json(), + authorization: request.headers.get('authorization'), + }) + if (request.url.endsWith('/assignee') && outcome === 'assignment_transport_error') + throw new TypeError('Fixture connection closed after assignment request') + if (request.url.endsWith('/assignee') && outcome === 'assignment_error') + return Response.json({ errorMessages: ['Assignment denied'] }, { status: 403 }) + return outcome === 'provider_error' + ? Response.json({ errorMessages: ['Fixture unavailable'] }, { status: 503 }) + : Response.json({ id: '10001', key: 'SIM-1', self: request.url }, { status: 201 }) + }) + try { + if (outcome === 'legacy_grant') { + const policy = await getCredentialGroupProviderAdapter('jira').getPolicy(undefined, {}) + const scopes = policy.requiredScopes.filter( + (scope) => scope !== 'write:sprint:jira-software' + ) + await db + .update(credential) + .set({ + grantedScopes: scopes, + managedOauthScopeVersion: credentialGroupScopePolicyVersion(scopes), + }) + .where(eq(credential.id, jiraCredentialId)) + } + const call = await prepare('jira_write', { + credential: jiraCredentialId, + domain: 'fixture.atlassian.net', + projectId: 'SIM', + issueType: 'Task', + summary: 'Original proposal', + assignee: 'fixture-assignee', + }) + const proposal = (await review()).actions.find( + (action) => action.toolCallId === call.toolCallId + ) + if (!proposal) throw new Error('Expected a pending action review') + await decide( + call.toolCallId, + proposal.proposalVersion, + outcome === 'skip' ? 'skip' : 'allow', + outcome === 'skip' ? undefined : { summary: 'Reviewed summary' } + ) + if (outcome === 'block') + await updateOrganizationToolPermissions.execute({ + principal, + input: { + organizationId, + credentialId: jiraCredentialId, + revision: 0, + change: { kind: 'tool', toolId: 'jira_write', policy: 'block' }, + }, + }) + if (outcome === 'different_app') + await db + .update(credential) + .set({ authorizationAppId: 'jira:other-client' }) + .where(eq(credential.id, jiraCredentialId)) + const execute = () => deliver(call) + const result = await execute() + expect(result.status, JSON.stringify(result)).toBe( + outcome === 'allow' || outcome === 'legacy_grant' || outcome.startsWith('assignment_') + ? 'success' + : outcome === 'skip' + ? 'cancelled' + : 'error' + ) + const delivered = + outcome === 'allow' || + outcome === 'legacy_grant' || + outcome === 'provider_error' || + outcome.startsWith('assignment_') + const requestCount = + outcome === 'allow' || outcome === 'legacy_grant' || outcome.startsWith('assignment_') + ? 2 + : delivered + ? 1 + : 0 + expect(requests).toHaveLength(requestCount) + if (outcome === 'block') { + expect(result).toMatchObject({ + message: 'This tool is blocked in your account permissions.', + data: { notStarted: true }, + }) + expect(result.data).not.toHaveProperty('outcomeUnknown') + expect(result.data).not.toHaveProperty('doNotRetry') + const [receipt] = await db + .select() + .from(copilotAsyncToolCalls) + .where(eq(copilotAsyncToolCalls.toolCallId, call.toolCallId)) + expect(receipt?.executionStartedAt).toBeNull() + expect(await execute()).toEqual(result) + } + if (delivered) + expect(requests[0]).toMatchObject({ + url: 'https://api.atlassian.com/ex/jira/11111111-1111-4111-8111-111111111111/rest/api/3/issue', + authorization: 'Bearer assistant-fixture-token', + body: { + fields: { + project: { key: 'SIM' }, + summary: 'Reviewed summary', + issuetype: { name: 'Task' }, + }, + }, + }) + if (outcome.startsWith('assignment_')) { + expect(JSON.stringify(result)).toContain('SIM-1') + expect(JSON.stringify(result)).toContain('Do not recreate the issue.') + } + if (requestCount === 2) + expect(requests[1]).toMatchObject({ body: { accountId: 'fixture-assignee' } }) + if (outcome === 'allow') { + await updateOrganizationToolPermissions.execute({ + principal, + input: { + organizationId, + credentialId: jiraCredentialId, + revision: 0, + change: { kind: 'tool', toolId: 'jira_write', policy: 'block' }, + }, + }) + const events: StreamEvent[] = [] + expect( + await deliver(call, { + onEvent: (event) => { + events.push(event) + }, + }) + ).toMatchObject({ status: 'success' }) + expect(events).toEqual( + expect.arrayContaining([ + expect.objectContaining({ + type: 'tool', + payload: expect.objectContaining({ + phase: 'result', + status: 'success', + success: true, + }), + }), + ]) + ) + const resultEvent = events.find( + (event) => + event.type === 'tool' && 'phase' in event.payload && event.payload.phase === 'result' + ) + expect(resultEvent?.payload).not.toHaveProperty('error') + } + await execute() + expect(requests).toHaveLength(requestCount) + } finally { + provider.mockRestore() + } + }) +}) + +describe('Assistant streamed refusals', () => { + it('reports a blocked call once and continues the stream across retransmission', async () => { + await change(0, 'block') + const streamId = generateId() + const toolCallId = generateId() + const frame = { streamId, chatId, requestId: generateId() } + const events = [ + createEvent({ + ...frame, + seq: 1, + cursor: '1', + type: 'tool', + payload: { + toolCallId, + toolName: 'gmail_list_labels_v2', + arguments: { credential: credentialId }, + executor: 'sim', + mode: 'async', + phase: 'call', + }, + }), + createEvent({ + ...frame, + seq: 2, + cursor: '2', + type: 'text', + payload: { channel: 'assistant', text: 'The action was refused.', textOffset: 0 }, + }), + createEvent({ + ...frame, + seq: 3, + cursor: '3', + type: 'complete', + payload: { status: 'complete', textLength: 23 }, + }), + ] + const workerUrl = 'https://assistant-stream.example.test/stream' + const providerRequests: string[] = [] + const transport = vi.spyOn(globalThis, 'fetch').mockImplementation(async (input) => { + const url = new Request(input).url + if (url !== workerUrl) { + providerRequests.push(url) + throw new Error('Unexpected request') + } + return new Response(events.map((event) => `data: ${JSON.stringify(event)}\n\n`).join(''), { + headers: { 'Content-Type': 'text/event-stream' }, + }) + }) + try { + for (let delivery = 0; delivery < 2; delivery++) { + const context = createStreamingContext({ runId, chatId, requestId: frame.requestId }) + const forwarded: StreamEvent[] = [] + await runStreamLoop(workerUrl, {}, context, assistantExecutionContext(), { + flushAfterEvent: false, + onEvent: (event) => { + forwarded.push(event) + }, + }) + await Promise.all(context.pendingToolPromises.values()) + expect(context.accumulatedContent).toBe('The action was refused.') + expect(forwarded).toEqual( + expect.arrayContaining([ + expect.objectContaining({ + type: 'tool', + payload: expect.objectContaining({ + phase: 'result', + status: 'error', + }), + }), + ]) + ) + } + const receipts = await db + .select() + .from(copilotAsyncToolCalls) + .where(eq(copilotAsyncToolCalls.runId, runId)) + expect(receipts).toHaveLength(1) + expect(receipts[0]).toMatchObject({ + status: 'failed', + executionStartedAt: null, + error: 'This tool is blocked in your account permissions.', + }) + expect(providerRequests).toEqual([]) + } finally { + transport.mockRestore() + } + }) +}) + +describe('Assistant argument refusals', () => { + it.each([ + { args: {}, message: 'Select one of your connected accounts for this integration.' }, + { + args: { credential: credentialId, accessToken: 'untrusted-token' }, + message: 'Assistant cannot supply authentication or unsupported parameters.', + }, + ])('persists a never-started refusal for $args', async ({ args, message }) => { + const call = { + organizationId, + runId, + toolCallId: generateId(), + toolId: 'gmail_list_labels_v2', + args, + ownerToken: generateId(), + } + const provider = vi + .spyOn(globalThis, 'fetch') + .mockRejectedValue(new Error('Unexpected provider request')) + try { + const result = await deliver(call) + expect(result.status).toBe('error') + expect(result.message).toContain(message) + expect(result.data).toMatchObject({ notStarted: true }) + expect(result.data).not.toHaveProperty('outcomeUnknown') + const [receipt] = await db + .select() + .from(copilotAsyncToolCalls) + .where(eq(copilotAsyncToolCalls.toolCallId, call.toolCallId)) + expect(receipt).toMatchObject({ status: 'failed', executionStartedAt: null }) + expect(await deliver(call)).toEqual(result) + expect(provider).not.toHaveBeenCalled() + } finally { + provider.mockRestore() + } + }) +}) + +describe('Assistant Google Docs delivery', () => { + it.each([false, true])( + 'creates the reviewed content in one write (markdown=%s)', + async (markdown) => { + const requests: Request[] = [] + const provider = vi + .spyOn(providerTransport, 'secureFetchWithPinnedIP') + .mockImplementation(async (url, _ip, options) => { + const request = new Request(url, { + method: options.method, + headers: options.headers, + body: typeof options.body === 'string' ? options.body : undefined, + }) + if (!new URL(request.url).hostname.endsWith('googleapis.com')) + throw new Error('Unexpected provider request') + requests.push(request.clone()) + const response = Response.json({ id: 'fixture-document', name: 'Reviewed title' }) + return { + status: 200, + statusText: 'OK', + ok: true, + url: request.url, + headers: new providerTransport.SecureFetchHeaders({ + 'content-type': 'application/json', + }), + body: response.body, + text: () => response.text(), + json: () => response.json(), + arrayBuffer: () => response.arrayBuffer(), + } + }) + try { + const call = await prepare('google_docs_create', { + credential: docsCredentialId, + title: 'Original title', + content: 'Original content', + folderSelector: 'fixture-folder', + markdown, + }) + const proposal = (await review()).actions.find( + (action) => action.toolCallId === call.toolCallId + ) + if (!proposal) throw new Error('Expected a pending document review') + await decide(call.toolCallId, proposal.proposalVersion, 'allow', { + title: 'Reviewed title', + content: '# Reviewed content\nKeep the complete text.', + }) + const result = await deliver(call) + expect(result.status, JSON.stringify(result)).toBe('success') + expect(requests).toHaveLength(1) + const request = requests[0] + expect(request.url).toContain('/upload/drive/v3/files?uploadType=multipart') + expect(request.headers.get('authorization')).toBe('Bearer assistant-fixture-token') + const body = await request.text() + expect(body).toContain('"name":"Reviewed title"') + expect(body).toContain('"parents":["fixture-folder"]') + expect(body).toContain( + markdown ? 'Content-Type: text/markdown' : 'Content-Type: text/plain' + ) + expect(body).toContain('# Reviewed content\nKeep the complete text.') + expect(body).not.toContain('Original content') + await deliver(call) + expect(requests).toHaveLength(1) + } finally { + provider.mockRestore() + } + } + ) +}) + +describe('Assistant writes cannot escape their admitted invocation', () => { + it.each(['missing', 'workspace', 'unscoped', 'changed', 'consumed'] as const)( + 'refuses %s execution authority before reaching the provider', + async (attempt) => { + const provider = vi.spyOn(globalThis, 'fetch').mockImplementation(async () => { + throw new Error('The provider must not be contacted') + }) + const args = { + credential: jiraCredentialId, + domain: 'fixture.atlassian.net', + projectId: 'SIM', + issueType: 'Task', + summary: 'Admitted summary', + } + const toolCallId = generateId() + const context = { + userId: ownerId, + workflowId: '', + ...(attempt === 'workspace' + ? { workspaceId: generateId() } + : attempt === 'unscoped' + ? {} + : { organizationId }), + chatId, + toolCallId, + requestMode: 'assistant' as const, + copilotToolExecution: true, + } + const execute = () => + executeTool( + 'jira_write', + attempt === 'changed' ? { ...args, summary: 'Unreviewed summary' } : args, + { operationContext: context } + ) + try { + if (attempt === 'missing' || attempt === 'workspace' || attempt === 'unscoped') { + expect(await execute()).toMatchObject({ + success: false, + error: expect.stringContaining('approved, durable'), + }) + } else { + await withAssistantActionExecution( + { + userId: ownerId, + organizationId, + toolCallId, + toolId: 'jira_write', + args, + binding: { credentialId: jiraCredentialId, effect: 'write', operationVersion: 1 }, + }, + async () => { + if (attempt === 'consumed') { + // Consume only authority, then test the provider boundary's refusal to consume it twice. + await requireAssistantActionExecution(context, 'jira_write', args) + } + expect(await execute()).toMatchObject({ + success: false, + error: expect.stringContaining('does not match'), + }) + } + ) + } + expect(provider).not.toHaveBeenCalled() + } finally { + provider.mockRestore() + } + } + ) +}) + +describe('Source restrictions follow native Google Docs accounts', () => { + it.each(['disabled', 'restricted'] as const)( + 'refuses a reviewed write after Google Drive becomes %s', + async (policy) => { + const call = await prepare('google_docs_create', { + credential: docsCredentialId, + title: 'Scoped document', + content: 'Private content', + }) + const proposal = (await review()).actions.find( + (action) => action.toolCallId === call.toolCallId + ) + if (!proposal) throw new Error('Expected a pending document review') + await decide(call.toolCallId, proposal.proposalVersion, 'allow') + if (policy === 'disabled') { + await db + .update(organizationSearchIntegration) + .set({ approved: false }) + .where(eq(organizationSearchIntegration.organizationId, organizationId)) + } else { + await db + .update(organization) + .set({ + metadata: { + liveSearchPolicies: { + google_drive: { + ...defaultLiveSearchPolicy('google_drive'), + accessMode: 'service_account', + mode: 'selected', + included: ['allowed-folder'], + }, + }, + }, + }) + .where(eq(organization.id, organizationId)) + } + const provider = vi + .spyOn(providerTransport, 'secureFetchWithPinnedIP') + .mockImplementation(async () => { + throw new Error('The provider must not be contacted') + }) + try { + const result = await deliver(call) + expect(result.status).toBe('error') + expect(result.message).toMatch( + policy === 'disabled' ? /approve|disabled/i : /restricts content/i + ) + expect(provider).not.toHaveBeenCalled() + } finally { + provider.mockRestore() + } + } + ) +}) + +describe('Assistant Jira sprint delivery', () => { + it.each(['current', 'legacy', 'malformed_response', 'incomplete_response'] as const)( + 'creates a sprint only with its grant (%s)', + async (grant) => { + const requests: Array<{ url: string; body: unknown }> = [] + const originalFetch = globalThis.fetch + const provider = vi.spyOn(globalThis, 'fetch').mockImplementation(async (input, init) => { + const request = new Request(input, init) + if (new URL(request.url).hostname !== 'api.atlassian.com') return originalFetch(input, init) + if (request.url.endsWith('/oauth/token/accessible-resources')) + return Response.json([ + { id: '11111111-1111-4111-8111-111111111111', url: 'https://fixture.atlassian.net' }, + ]) + requests.push({ url: request.url, body: await request.json() }) + if (grant === 'malformed_response') return new Response('Created', { status: 201 }) + if (grant === 'incomplete_response') return Response.json({ id: 37 }, { status: 201 }) + return Response.json( + { + id: 37, + self: `${request.url}/37`, + state: 'future', + name: 'Launch sprint', + originBoardId: 5, + goal: 'Reviewed goal', + }, + { status: 201 } + ) + }) + try { + const call = await prepare('jira_create_sprint', { + credential: jiraCredentialId, + domain: 'fixture.atlassian.net', + originBoardId: 5, + name: 'Launch sprint', + goal: 'Original goal', + }) + const proposal = (await review()).actions.find( + (action) => action.toolCallId === call.toolCallId + ) + if (!proposal) throw new Error('Expected a pending sprint review') + await decide(call.toolCallId, proposal.proposalVersion, 'allow', { goal: 'Reviewed goal' }) + if (grant === 'legacy') { + const policy = await getCredentialGroupProviderAdapter('jira').getPolicy(undefined, {}) + const scopes = policy.requiredScopes.filter( + (scope) => scope !== 'write:sprint:jira-software' + ) + await db + .update(credential) + .set({ + grantedScopes: scopes, + managedOauthScopeVersion: credentialGroupScopePolicyVersion(scopes), + }) + .where(eq(credential.id, jiraCredentialId)) + const result = await deliver(call) + expect(result.status).toBe('error') + expect(JSON.stringify(result)).toContain('required scopes') + expect(requests).toHaveLength(0) + const [account] = await db + .select({ status: credential.managedOauthStatus }) + .from(credential) + .where(eq(credential.id, jiraCredentialId)) + expect(account?.status).toBe('active') + return + } + const result = await deliver(call) + expect(result).toMatchObject({ status: 'success' }) + if (grant.endsWith('_response')) + expect(JSON.stringify(result)).toContain('Do not recreate the sprint.') + expect(requests).toEqual([ + { + url: 'https://api.atlassian.com/ex/jira/11111111-1111-4111-8111-111111111111/rest/agile/1.0/sprint', + body: { name: 'Launch sprint', originBoardId: 5, goal: 'Reviewed goal' }, + }, + ]) + await deliver(call) + expect(requests).toHaveLength(1) + } finally { + provider.mockRestore() + } + } + ) +}) + +describe('Assistant Salesforce reviewed updates', () => { + it('preserves a refreshed grant during rejection without resolving its API destination', async () => { + const [saved] = await db + .select({ + encryptedOauthTokenSet: credential.encryptedOauthTokenSet, + accessTokenExpiresAt: credential.accessTokenExpiresAt, + refreshTokenExpiresAt: credential.refreshTokenExpiresAt, + lastRefreshedAt: credential.lastRefreshedAt, + managedOauthStatus: credential.managedOauthStatus, + updatedAt: credential.updatedAt, + }) + .from(credential) + .where(eq(credential.id, salesforceCredentialId)) + if (!saved?.encryptedOauthTokenSet) throw new Error('Expected a saved Salesforce grant') + const policy = await getCredentialGroupProviderAdapter('salesforce').getPolicy(undefined, {}) + const requests: string[] = [] + const originalFetch = globalThis.fetch + const provider = vi.spyOn(globalThis, 'fetch').mockImplementation(async (input, init) => { + const request = new Request(input, init) + const url = new URL(request.url) + if (url.hostname !== 'login.salesforce.com') return originalFetch(input, init) + requests.push(url.pathname) + if (url.pathname === '/services/oauth2/token') { + expect(request.method).toBe('POST') + expect(new URLSearchParams(await request.text()).get('refresh_token')).toBe( + 'assistant-salesforce-refresh' + ) + return Response.json({ + access_token: 'refreshed-salesforce-token', + refresh_token: 'rotated-salesforce-refresh', + expires_in: 3600, + token_type: 'Bearer', + }) + } + return new Response(null, { status: 503 }) + }) + try { + await expect( + rejectManagedOAuthToken({ + organizationId, + credentialId: salesforceCredentialId, + expectedProviderId: 'salesforce', + requiredScopes: policy.requiredScopes, + rejectedAccessToken: 'assistant-salesforce-token', + }) + ).resolves.toBe(false) + expect(requests).toEqual(['/services/oauth2/token']) + const [current] = await db + .select() + .from(credential) + .where(eq(credential.id, salesforceCredentialId)) + if (!current?.encryptedOauthTokenSet) throw new Error('Expected the refreshed grant') + expect(current.managedOauthStatus).toBe('active') + expect(current.lastRefreshedAt).toBeInstanceOf(Date) + expect(current.accessTokenExpiresAt?.getTime()).toBeGreaterThan(Date.now()) + expect(await decryptManagedOAuthTokenSet(current.encryptedOauthTokenSet)).toMatchObject({ + accessToken: 'refreshed-salesforce-token', + refreshToken: 'rotated-salesforce-refresh', + }) + } finally { + provider.mockRestore() + await db.update(credential).set(saved).where(eq(credential.id, salesforceCredentialId)) + } + }) + + it.each(['clear', 'blank_status', 'blank_priority'] as const)( + 'honors reviewed edits with a real-shaped managed grant: %s', + async (scenario) => { + const instanceUrl = 'https://assistant-fixture.my.salesforce.com' + const taskId = '00T000000000001AAA' + const requests: Array<{ url: string; body: unknown; authorization: string | null }> = [] + const identity = vi.spyOn(globalThis, 'fetch').mockImplementation(async (input, init) => { + const request = new Request(input, init) + expect(request.url).toBe('https://login.salesforce.com/services/oauth2/userinfo') + expect(request.headers.get('authorization')).toBe('Bearer assistant-salesforce-token') + return Response.json({ urls: { rest: `${instanceUrl}/services/data/v{version}/` } }) + }) + const dns = vi + .spyOn(providerTransport, 'validateUrlWithDNS') + .mockImplementation(async (url) => { + if (url !== `${instanceUrl}/services/data/v59.0/sobjects/Task/${taskId}`) + throw new Error('Unexpected fixture destination') + return { + isValid: true, + resolvedIP: '203.0.113.1', + originalHostname: new URL(instanceUrl).hostname, + } + }) + const transport = vi + .spyOn(providerTransport, 'secureFetchWithPinnedIP') + .mockImplementation(async (url, _ip, options) => { + const request = new Request(url, { + method: options.method, + headers: options.headers, + body: typeof options.body === 'string' ? options.body : undefined, + }) + requests.push({ + url: request.url, + body: await request.json(), + authorization: request.headers.get('authorization'), + }) + const response = new Response(null, { status: 204 }) + return { + ok: true, + status: 204, + statusText: 'No Content', + headers: new providerTransport.SecureFetchHeaders({}), + body: response.body, + text: () => response.text(), + json: () => response.json(), + arrayBuffer: () => response.arrayBuffer(), + } + }) + try { + const call = await prepare('salesforce_update_task', { + credential: salesforceCredentialId, + taskId, + subject: 'Original subject', + description: 'Original description', + activityDate: '2026-10-30', + }) + const proposal = (await review()).actions.find( + (action) => action.toolCallId === call.toolCallId + ) + if (!proposal) throw new Error('Expected task update review') + await decide( + call.toolCallId, + proposal.proposalVersion, + 'allow', + scenario === 'clear' + ? { subject: '', description: '', activityDate: '' } + : { [scenario === 'blank_status' ? 'status' : 'priority']: '' } + ) + const result = await deliver(call) + expect(result.status).toBe(scenario === 'clear' ? 'success' : 'error') + if (scenario === 'clear') + expect(requests).toEqual([ + { + url: `${instanceUrl}/services/data/v59.0/sobjects/Task/${taskId}`, + body: { Subject: null, Description: null, ActivityDate: null }, + authorization: 'Bearer assistant-salesforce-token', + }, + ]) + else { + expect(result.message).toContain('cannot be empty') + expect(requests).toEqual([]) + } + await deliver(call) + expect(requests).toHaveLength(scenario === 'clear' ? 1 : 0) + } finally { + identity.mockRestore() + dns.mockRestore() + transport.mockRestore() + } + } + ) +}) diff --git a/apps/sim/lib/assistant-actions/tool-permissions.ts b/apps/sim/lib/assistant-actions/tool-permissions.ts new file mode 100644 index 00000000000..b78231065ee --- /dev/null +++ b/apps/sim/lib/assistant-actions/tool-permissions.ts @@ -0,0 +1,138 @@ +import { db } from '@sim/db' +import { + assistantToolPermission, + credential, + credentialGroup, + credentialGroupEnrollment, + user, +} from '@sim/db/schema' +import { and, eq } from 'drizzle-orm' +import type { + AssistantToolPermissionScope, + AssistantToolPermissions, +} from '@/lib/assistant-actions/types' +import { sameResourceScopeCondition } from '@/lib/core/resource-scope.server' +import { isManagedCredentialGroupBindingLive } from '@/lib/credential-groups/credentials' +import { acquireAdvisoryXactLock, withLockTimeout } from '@/lib/db/advisory-locks' +import type { DbOrTx, DbTransaction } from '@/lib/db/types' +import type { AssistantOperationMetadata } from '@/tools/types' + +/** One serialization point for settings changes and admission, including accounts with no saved preference. */ +export async function lockAssistantToolPermissions( + scope: AssistantToolPermissionScope, + tx: DbTransaction +) { + await withLockTimeout(tx, 5000, () => + acquireAdvisoryXactLock( + tx, + 'assistant_tool_permissions', + JSON.stringify([ + 'assistant-tool-permissions', + scope.organizationId, + scope.userId, + scope.credentialId, + ]) + ) + ) +} + +/** Loads account identity through its verified enrollment, including disconnected grants for settings. */ +export async function loadAssistantAccount( + scope: AssistantToolPermissionScope, + executor: DbOrTx = db +) { + const query = executor + .select({ + credentialId: credential.id, + displayName: credential.displayName, + providerId: credential.providerId, + managedOauthStatus: credential.managedOauthStatus, + enrollmentStatus: credentialGroupEnrollment.status, + groupStatus: credentialGroup.status, + options: credentialGroup.options, + optionId: credential.credentialGroupOptionId, + }) + .from(credential) + .innerJoin( + credentialGroupEnrollment, + eq(credentialGroupEnrollment.id, credential.credentialGroupEnrollmentId) + ) + .innerJoin(credentialGroup, eq(credentialGroup.id, credentialGroupEnrollment.credentialGroupId)) + .innerJoin(user, eq(user.id, credentialGroupEnrollment.userId)) + .where( + and( + eq(credential.id, scope.credentialId), + eq(credential.organizationId, scope.organizationId), + eq(credential.type, 'managed_oauth'), + eq(credential.createdBy, scope.userId), + eq(credentialGroupEnrollment.userId, scope.userId), + eq(user.emailVerified, true), + sameResourceScopeCondition(credential, credentialGroup) + ) + ) + const [row] = await query.limit(1) + if (!row?.providerId || !row.managedOauthStatus) return null + return { + credentialId: row.credentialId, + displayName: row.displayName, + providerId: row.providerId, + status: row.managedOauthStatus, + active: isManagedCredentialGroupBindingLive({ + ...row, + managedOauthStatus: row.managedOauthStatus, + optionStatus: row.options.find((option) => option.id === row.optionId)?.status ?? null, + }), + } +} + +export async function loadAssistantToolPermissions( + scope: AssistantToolPermissionScope, + executor: DbOrTx = db +): Promise { + const [row] = await executor + .select() + .from(assistantToolPermission) + .where( + and( + eq(assistantToolPermission.organizationId, scope.organizationId), + eq(assistantToolPermission.userId, scope.userId), + eq(assistantToolPermission.credentialId, scope.credentialId) + ) + ) + .limit(1) + return row ?? { revision: 0, readPolicy: 'allow', writePolicy: 'ask', overrides: {} } +} + +/** Stale automatic grants become Ask; explicit blocks survive an operation revision. */ +export function resolveAssistantToolPolicy( + permissions: AssistantToolPermissions, + toolId: string, + operation: AssistantOperationMetadata +) { + const override = permissions.overrides[toolId] + if (override) { + if (override.policy === 'block') return 'block' + if (override.version !== operation.version) return 'ask' + return override.policy + } + return operation.effect === 'read' ? permissions.readPolicy : permissions.writePolicy +} + +/** Caller holds the account policy lock and has already checked the expected revision. */ +export async function saveAssistantToolPermissions( + scope: AssistantToolPermissionScope, + permissions: AssistantToolPermissions, + executor: DbOrTx +) { + await executor + .insert(assistantToolPermission) + .values({ ...scope, ...permissions }) + .onConflictDoUpdate({ + target: [ + assistantToolPermission.organizationId, + assistantToolPermission.userId, + assistantToolPermission.credentialId, + ], + set: { ...permissions, updatedAt: new Date() }, + }) +} diff --git a/apps/sim/lib/assistant-actions/types.ts b/apps/sim/lib/assistant-actions/types.ts new file mode 100644 index 00000000000..0bbb4ed47a8 --- /dev/null +++ b/apps/sim/lib/assistant-actions/types.ts @@ -0,0 +1,18 @@ +type AssistantToolPolicy = 'allow' | 'ask' | 'block' + +export interface AssistantToolPermissionScope { + organizationId: string + userId: string + credentialId: string +} + +export interface AssistantToolPermissions { + revision: number + readPolicy: AssistantToolPolicy + writePolicy: AssistantToolPolicy + overrides: Record +} + +export type AssistantToolPermissionChange = + | { kind: 'group'; effect: 'read' | 'write'; policy: AssistantToolPolicy } + | { kind: 'tool'; toolId: string; policy: AssistantToolPolicy | null } diff --git a/apps/sim/lib/auth/auth.ts b/apps/sim/lib/auth/auth.ts index 87c0fe5f663..f3d82d9a24f 100644 --- a/apps/sim/lib/auth/auth.ts +++ b/apps/sim/lib/auth/auth.ts @@ -169,12 +169,8 @@ import { MICROSOFT_DATAVERSE_PROVIDER_ID, } from '@/lib/oauth/microsoft-dataverse' import { clearOAuthRefreshDeadFlag } from '@/lib/oauth/refresh-coordination' -import { - isSalesforceLoginOrigin, - isSalesforceOAuthProviderId, - SALESFORCE_LOGIN_HOSTS, - withSalesforceInstanceScope, -} from '@/lib/oauth/salesforce' +import { isSalesforceOAuthProviderId, withSalesforceInstanceScope } from '@/lib/oauth/salesforce' +import { fetchSalesforceInstanceUrl } from '@/lib/oauth/salesforce-instance.server' import { extractSlackTeamId, fanOutSlackTokenChain } from '@/lib/oauth/slack' import { getCanonicalScopesForProvider } from '@/lib/oauth/utils' import { joinInstanceOrganization } from '@/lib/organizations/instance-org' @@ -263,41 +259,6 @@ function resolveStripeBilling() { const stripeBilling = resolveStripeBilling() -/** - * Resolves the org's API instance URL for a freshly linked Salesforce account. - * - * The token response never carries `instance_url`, but `/services/oauth2/userinfo` - * returns a `profile` URL rooted at the org's own host. A response still rooted - * at the login host means userinfo answered for the authorization server rather - * than an org, which is not an instance URL — hence the guard. - * - * @returns The instance URL origin, or undefined when it cannot be determined - * (the caller then leaves `scope` untouched rather than storing a wrong host). - */ -async function fetchSalesforceInstanceUrl( - providerId: string, - accessToken: string -): Promise { - const loginHost = SALESFORCE_LOGIN_HOSTS[providerId] - if (!loginHost) return undefined - try { - const response = await fetch(`https://${loginHost}/services/oauth2/userinfo`, { - headers: { Authorization: `Bearer ${accessToken}` }, - }) - if (!response.ok) return undefined - const data = await response.json() - if (typeof data.profile !== 'string') return undefined - const url = new URL(data.profile) - // The origin becomes a tool base URL that carries the bearer token, so the - // scheme is pinned rather than inherited from whatever userinfo returned. - if (url.protocol !== 'https:' || isSalesforceLoginOrigin(url.origin)) return undefined - return url.origin - } catch (error) { - logger.error('Failed to fetch Salesforce instance URL', { error, providerId }) - return undefined - } -} - /** * A fresh Slack connect re-issues the installation's rotating token chain, * invalidating the copies held by sibling account rows for the same team (Slack diff --git a/apps/sim/lib/core/config/env.ts b/apps/sim/lib/core/config/env.ts index 7f4d0abeb25..64733e6325d 100644 --- a/apps/sim/lib/core/config/env.ts +++ b/apps/sim/lib/core/config/env.ts @@ -606,6 +606,7 @@ export const env = createEnv({ DASHBOARDS: z.boolean().optional(), PROJECTS: z.boolean().optional(), // Fallback for the `projects` feature flag off AppConfig MSHIP_COMPUTER_USE: z.boolean().optional(), + MSHIP_SEARCH_INTEGRATION_TOOLS: z.boolean().optional(), WORKFLOW_TESTS: z.boolean().optional(), // Fallback for the `workflow-tests` feature flag off AppConfig CHANGELOG: z.boolean().optional(), // Fallback for the `changelog` feature flag off AppConfig MSHIP_MODEL_SELECTOR: z.boolean().optional(), diff --git a/apps/sim/lib/core/config/feature-flags.ts b/apps/sim/lib/core/config/feature-flags.ts index 766745905eb..704ed0bb007 100644 --- a/apps/sim/lib/core/config/feature-flags.ts +++ b/apps/sim/lib/core/config/feature-flags.ts @@ -59,9 +59,8 @@ const FEATURE_FLAGS = { }, 'mothership-search-integration-tools': { description: - 'Give Search Assistant read-only integration discovery, calls, and matching prompt ' + - 'instructions. Global AppConfig on/off only; disabled by default with no env fallback.', - fallback: null, + 'Enable personal-account integration reads and reviewed actions in Search Assistant. Global rollout with MSHIP_SEARCH_INTEGRATION_TOOLS fallback when AppConfig is unavailable; disabled by default.', + fallback: 'MSHIP_SEARCH_INTEGRATION_TOOLS', }, 'workflow-tests': { description: diff --git a/apps/sim/lib/credential-groups/application/organization-accounts.ts b/apps/sim/lib/credential-groups/application/organization-accounts.ts index 5158f45ba45..85dfb998d67 100644 --- a/apps/sim/lib/credential-groups/application/organization-accounts.ts +++ b/apps/sim/lib/credential-groups/application/organization-accounts.ts @@ -3,6 +3,7 @@ import { resolvePrincipalAuditAttribution } from '@sim/auth/principal' import { credentialGroup as credentialGroupTable } from '@sim/db/schema' import { eq } from 'drizzle-orm' import type { StartOrganizationAccountConnectionBody } from '@/lib/api/contracts/organization-accounts' +import { loadAssistantIntegrationTools } from '@/lib/assistant-actions/catalog' import type { OperationUseCase } from '@/lib/core/application/operation' import { authorizeOrganizationOperation, @@ -186,6 +187,7 @@ export const getOrganizationAccountsSettings = defineOrganizationAccountsUseCase }) : [], availableProviders: listConfiguredCredentialGroupProviders(), + assistantProviders: (await loadAssistantIntegrationTools(context)).providers, availableMcpConnectors: await listConfiguredManagedMcpConnectors(credentialGroup?.id, { kind: 'organization', organizationId: context.organizationId, diff --git a/apps/sim/lib/credential-groups/organization-setup.ts b/apps/sim/lib/credential-groups/organization-setup.ts index 8eaf50b58d7..625a58ba56f 100644 --- a/apps/sim/lib/credential-groups/organization-setup.ts +++ b/apps/sim/lib/credential-groups/organization-setup.ts @@ -6,6 +6,16 @@ import { requireResourcePolicy, } from '@/lib/resource-policies/repository' +/** An existing account container lacks its explicit workspace-sharing policy. */ +export class OrganizationAccountsSetupRequiredError extends OrchestrationError { + constructor() { + super( + 'conflict', + 'Existing organization accounts require a migration review. Check Search dependencies and reconnect people before enabling workflow sharing.' + ) + } +} + /** A v2 policy is created atomically with a fresh org group; legacy grants are never adopted automatically. */ export async function requireOrganizationAccountsSetup( organizationId: string, @@ -24,10 +34,7 @@ export async function requireOrganizationAccountsSetup( ) } catch (error) { if (error instanceof ResourcePolicyNotFoundError) - throw new OrchestrationError( - 'conflict', - 'Existing organization accounts require a migration review. Check Search dependencies and reconnect people before enabling workflow sharing.' - ) + throw new OrganizationAccountsSetupRequiredError() throw error } } diff --git a/apps/sim/lib/credential-groups/service.ts b/apps/sim/lib/credential-groups/service.ts index 4dc75a59fe0..3acd3a02672 100644 --- a/apps/sim/lib/credential-groups/service.ts +++ b/apps/sim/lib/credential-groups/service.ts @@ -578,8 +578,7 @@ export async function updateCredentialGroup( return ( !next || next.authorizationAppId !== option.authorizationAppId || - next.scopeVersion !== option.scopeVersion || - !scopesEqual(next.requiredScopes, option.requiredScopes) || + !option.requiredScopes.every((scope) => next.requiredScopes.includes(scope)) || body.status === 'disabled' ) }) diff --git a/apps/sim/lib/credentials/application/resolve-organization-personal-token.test.ts b/apps/sim/lib/credentials/application/resolve-organization-personal-token.test.ts index 76180dac4ba..b66d9e4f3cc 100644 --- a/apps/sim/lib/credentials/application/resolve-organization-personal-token.test.ts +++ b/apps/sim/lib/credentials/application/resolve-organization-personal-token.test.ts @@ -1,4 +1,5 @@ import type { OrganizationDelegatedPrincipal } from '@sim/auth/principal' +import { credential } from '@sim/db/schema' import { blockVisibilityMock, blockVisibilityMockFns, @@ -11,32 +12,29 @@ import { credentialsManagedOauthMock, credentialsManagedOauthMockFns, } from '@sim/testing/mocks/credentials-managed-oauth.mock' +import { queueTableRows, resetDbChainMock } from '@sim/testing/mocks/database.mock' import { resetEnvFlagsMock } from '@sim/testing/mocks/env-flags.mock' import { knowledgeSearchIntegrationPolicyMock, knowledgeSearchIntegrationPolicyMockFns, } from '@sim/testing/mocks/knowledge-search-integration-policy.mock' -import { oauthUtilsMock } from '@sim/testing/mocks/oauth-utils.mock' import { organizationAuthorizationMock, organizationAuthorizationMockFns, } from '@sim/testing/mocks/organization-authorization.mock' import { permissionGroupsResolveMock } from '@sim/testing/mocks/permission-groups-resolve.mock' -import { simSearchConnectorsMock } from '@sim/testing/mocks/sim-search-connectors.mock' import { beforeEach, describe, expect, it, vi } from 'vitest' const hoisted = vi.hoisted(() => ({ inventory: vi.fn(), projection: vi.fn(), audit: vi.fn(), - liveAccounts: vi.fn(), policies: vi.fn(), })) vi.mock('@/lib/sim-search/live/policy-store', async (original) => ({ ...(await original()), loadLiveSearchPolicies: hoisted.policies, })) -vi.mock('@/lib/sim-search/live/accounts', () => ({ listLiveAccounts: hoisted.liveAccounts })) vi.mock('@/lib/core/application', () => ({ recordProjectedUseCaseAuditEntries: hoisted.audit })) vi.mock('@/lib/core/application/organization-authorization', () => organizationAuthorizationMock) vi.mock('@/lib/core/config/block-visibility', () => blockVisibilityMock) @@ -50,13 +48,6 @@ vi.mock('@/lib/knowledge/search/integration-policy', () => knowledgeSearchIntegr vi.mock('@/lib/integrations/tool-projection', () => ({ projectIntegrationToolsForViewer: hoisted.projection, })) -vi.mock('@/lib/sim-search/connectors', () => ({ - ...simSearchConnectorsMock, - SEARCH_CONNECTORS: [ - { type: 'drive', providerId: 'google-drive', meta: { name: 'Google Drive' } }, - ], -})) -vi.mock('@/lib/oauth/utils', () => oauthUtilsMock) import { prepareOrganizationPersonalConnection, @@ -101,12 +92,28 @@ const liveBinding = { optionStatus: 'active', } +function queueOwnedCredential() { + queueTableRows(credential, [ + { + id: 'own', + providerId: 'google-drive', + displayName: 'Own account', + grantedScopes: ['read'], + managedOauthStatus: 'active', + optionId: 'option', + enrollmentStatus: 'completed', + groupStatus: 'active', + options: [{ id: 'option', status: 'active' }], + }, + ]) +} + describe('organization personal token authorization', () => { beforeEach(() => { vi.resetAllMocks() + resetDbChainMock() resetEnvFlagsMock() blockVisibilityMockFns.mockGetBlockVisibility.mockResolvedValue(null) - mocks.liveAccounts.mockResolvedValue([]) mocks.policies.mockResolvedValue({}) mocks.authorize.mockResolvedValue({ organizationId: 'org', userId: 'person', role: 'member' }) mocks.binding.mockResolvedValue(liveBinding) @@ -121,21 +128,16 @@ describe('organization personal token authorization', () => { }) it('uses current personal OAuth inventory in live mode without consulting indexed sources', async () => { - mocks.liveAccounts.mockResolvedValue([ - { id: 'own', providerId: 'google-drive', type: 'managed_oauth' }, - ]) + queueOwnedCredential() await expect( resolveOrganizationPersonalToken.execute({ principal, input }) ).resolves.toHaveProperty('accessToken', 'secret') expect(mocks.inventory).not.toHaveBeenCalled() - expect(mocks.liveAccounts).toHaveBeenCalledWith({ organizationId: 'org' }, 'person') }) it('does not let direct integration tools bypass current organization scope restrictions', async () => { - mocks.liveAccounts.mockResolvedValue([ - { id: 'own', providerId: 'google-drive', type: 'managed_oauth' }, - ]) + queueOwnedCredential() mocks.policies.mockResolvedValue({ - drive: { + google_drive: { ...defaultLiveSearchPolicy(), accessMode: 'service_account', mode: 'selected', @@ -147,17 +149,6 @@ describe('organization personal token authorization', () => { ) expect(mocks.token).not.toHaveBeenCalled() }) - it.each(['service_account'])( - 'never substitutes a %s for a personal OAuth account', - async (type) => { - mocks.liveAccounts.mockResolvedValue([{ id: 'own', providerId: 'google-drive', type }]) - await expect(resolveOrganizationPersonalToken.execute({ principal, input })).rejects.toThrow( - 'own connected account' - ) - expect(mocks.token).not.toHaveBeenCalled() - expect(mocks.inventory).not.toHaveBeenCalled() - } - ) it('observes a revoked live account without falling back to old indexing membership', async () => { await expect(resolveOrganizationPersonalToken.execute({ principal, input })).rejects.toThrow( 'own connected account' @@ -165,9 +156,7 @@ describe('organization personal token authorization', () => { expect(mocks.token).not.toHaveBeenCalled() }) it('uses the authenticated person inventory and organization token scope without a workspace', async () => { - mocks.liveAccounts.mockResolvedValue([ - { id: 'own', providerId: 'google-drive', type: 'managed_oauth' }, - ]) + queueOwnedCredential() await expect(resolveOrganizationPersonalToken.execute({ principal, input })).resolves.toEqual({ accessToken: 'secret', refreshed: false, @@ -217,7 +206,7 @@ describe('organization personal token authorization', () => { const target = { type: 'link', provider: 'google-drive', - connectorType: 'drive', + connectorType: 'google_drive', connectionMode: 'live', optionId: 'option', } @@ -232,6 +221,5 @@ describe('organization personal token authorization', () => { }) expect(result).toEqual({ provider: 'Google Drive', providerId: 'google-drive', target }) expect(result).not.toHaveProperty('settingsPath') - expect(mocks.liveAccounts).not.toHaveBeenCalled() }) }) diff --git a/apps/sim/lib/credentials/application/resolve-organization-personal-token.ts b/apps/sim/lib/credentials/application/resolve-organization-personal-token.ts index 124427d6104..3a8d8cd4c07 100644 --- a/apps/sim/lib/credentials/application/resolve-organization-personal-token.ts +++ b/apps/sim/lib/credentials/application/resolve-organization-personal-token.ts @@ -1,5 +1,6 @@ import { AuditAction, AuditResourceType } from '@sim/audit' import type { Principal } from '@sim/auth/principal' +import { requireAssistantProviderAccess } from '@/lib/assistant-actions/catalog' import { recordProjectedUseCaseAuditEntries } from '@/lib/core/application' import { authorizeOrganizationOperation } from '@/lib/core/application/organization-authorization' import { defineOrganizationOperation } from '@/lib/core/application/organization-operation' @@ -9,16 +10,18 @@ import { isManagedCredentialGroupBindingLive, loadManagedCredentialGroupBinding, } from '@/lib/credential-groups/credentials' +import { + CREDENTIAL_GROUP_PROVIDER_IDS, + findCredentialGroupProviderFromProviderId, + getCredentialGroupProviderService, +} from '@/lib/credential-groups/providers' import { resolveManagedOAuthToken } from '@/lib/credentials/managed-oauth' +import { getOwnOrganizationManagedOAuthCredentials } from '@/lib/credentials/organization-managed' import { projectIntegrationToolsForViewer } from '@/lib/integrations/tool-projection' import { listPersonalSearchIntegrations } from '@/lib/knowledge/application/personal-search-integrations' -import { requireOrganizationSearchApproval } from '@/lib/knowledge/search/integration-policy' import { providerIdsForService } from '@/lib/oauth/utils' import { getUserPermissionConfigForOrganization } from '@/lib/permission-groups/resolve.server' import { SEARCH_CONNECTORS } from '@/lib/sim-search/connectors' -import { listLiveAccounts } from '@/lib/sim-search/live/accounts' -import { requiresScopedRetrieval } from '@/lib/sim-search/live/policy-schema' -import { livePolicyFor, loadLiveSearchPolicies } from '@/lib/sim-search/live/policy-store' /** Search's organization delegation can use only the member's currently available personal grant. */ export const organizationPersonalCredentialOperation = defineOrganizationOperation({ @@ -67,12 +70,7 @@ export const resolveOrganizationPersonalToken = { 'Select your own active connected account for this integration.' ) } - const connector = SEARCH_CONNECTORS.find((entry) => - providerIdsForService(entry.providerId).includes(binding.providerId) - ) - if (!connector) - throw new OrchestrationError('forbidden', 'This integration is unavailable in Search.') - await requireOrganizationSearchApproval(context.organizationId, connector.type) + await requireAssistantProviderAccess(context.organizationId, binding.providerId) const [visibility, config] = await Promise.all([ getBlockVisibility({ userId: context.userId, orgId: context.organizationId }), getUserPermissionConfigForOrganization(context.organizationId), @@ -85,24 +83,17 @@ export const resolveOrganizationPersonalToken = { throw new OrchestrationError('forbidden', 'This integration operation is unavailable.') } const owned = ( - await listLiveAccounts({ organizationId: context.organizationId }, context.userId) - ).some( - (account) => - account.id === input.credentialId && - account.type === 'managed_oauth' && - account.providerId === binding.providerId - ) + await getOwnOrganizationManagedOAuthCredentials({ + organizationId: context.organizationId, + userId: context.userId, + credentialId: input.credentialId, + }) + ).some((account) => account.providerId === binding.providerId) if (!owned) throw new OrchestrationError( 'forbidden', 'Assistant can only use your own connected account for this integration.' ) - const policies = await loadLiveSearchPolicies({ organizationId: context.organizationId }) - if (requiresScopedRetrieval(connector.type, livePolicyFor(policies, connector.type))) - throw new OrchestrationError( - 'forbidden', - 'This organization restricts search scope for this app. Use search_workspace with nativeQueries and read_document so those restrictions are enforced.' - ) const token = await resolveManagedOAuthToken({ ...input, expectedProviderId: binding.providerId, @@ -165,18 +156,30 @@ export const prepareOrganizationPersonalConnection = { ...providerIdsForService(entry.providerId), ].some((name) => name.toLowerCase() === requested) ) - if (!connector) - throw new OrchestrationError('validation', 'This integration is unavailable in Search.') + const provider = connector + ? findCredentialGroupProviderFromProviderId(connector.providerId) + : CREDENTIAL_GROUP_PROVIDER_IDS.find((id) => + [id, getCredentialGroupProviderService(id).name].some( + (name) => name.toLowerCase() === requested + ) + ) + if (!provider) + throw new OrchestrationError('validation', 'This integration is unavailable in Assistant.') const inventory = await listPersonalSearchIntegrations.execute({ principal, - input: { organizationId: context.organizationId, connectorType: connector.type }, + input: { organizationId: context.organizationId, connectorType: connector?.type ?? provider }, }) const target = input.credentialId ? inventory.connections .flatMap((connection) => connection.accounts) .find((account) => account.credentialId === input.credentialId)?.action : inventory.available[0]?.target - if (target) return { provider: connector.meta.name, providerId: connector.providerId, target } + if (target) + return { + provider: connector?.meta.name ?? getCredentialGroupProviderService(provider).name, + providerId: connector?.providerId ?? provider, + target, + } throw new OrchestrationError( 'validation', 'No connection action is currently available. Check your integration connection status.' diff --git a/apps/sim/lib/credentials/managed-oauth.ts b/apps/sim/lib/credentials/managed-oauth.ts index 85c04690127..45d2317acde 100644 --- a/apps/sim/lib/credentials/managed-oauth.ts +++ b/apps/sim/lib/credentials/managed-oauth.ts @@ -23,6 +23,8 @@ import { import { getCredentialGroupProviderAdapterByProviderId } from '@/lib/credential-groups/provider-registry' import { isScopedCredentialGroupsAvailable } from '@/lib/credential-groups/scoped-availability' import { acquireAdvisoryXactLock } from '@/lib/db/advisory-locks' +import { isSalesforceOAuthProviderId } from '@/lib/oauth/salesforce' +import { fetchSalesforceInstanceUrl } from '@/lib/oauth/salesforce-instance.server' import { loadActiveWorkspaceApplicationContext } from '@/lib/workspaces/application/context' const logger = createLogger('ManagedOAuthCredential') @@ -40,6 +42,7 @@ export type ManagedOAuthCredentialErrorCode = | 'MANAGED_CREDENTIAL_INSUFFICIENT_SCOPE' | 'MANAGED_CREDENTIAL_INVALID_TOKEN_SET' | 'MANAGED_CREDENTIAL_CONFIGURATION_UNAVAILABLE' + | 'MANAGED_CREDENTIAL_IDENTITY_UNAVAILABLE' | 'MANAGED_CREDENTIAL_REFRESH_FAILED' export class ManagedOAuthCredentialError extends Error { @@ -65,6 +68,7 @@ export interface ManagedOAuthTokenSet { export interface ResolvedManagedOAuthToken { accessToken: string idToken?: string + instanceUrl?: string refreshed: boolean } @@ -265,10 +269,7 @@ async function assertManagedCredentialUsable( 503 ) } - if ( - row.authorizationAppId !== policy.authorizationAppId || - row.managedOauthScopeVersion !== policy.scopeVersion - ) { + if (row.authorizationAppId !== policy.authorizationAppId) { throw new ManagedOAuthCredentialError( 'MANAGED_CREDENTIAL_NEEDS_REAUTH', 'Managed credential was authorized with a different OAuth app', @@ -348,7 +349,7 @@ export async function rejectManagedOAuthToken(input: { if (updated.length === 0) return false if (!tokenSet.refreshToken) return true try { - await resolveManagedOAuthToken({ + await resolveManagedOAuthAccessToken({ credentialId: input.credentialId, workspaceId: input.workspaceId, organizationId: input.organizationId, @@ -372,9 +373,33 @@ export async function rejectManagedOAuthToken(input: { } } +async function resolveProviderTokenContext( + providerId: string, + token: ResolvedManagedOAuthToken +): Promise { + if (!isSalesforceOAuthProviderId(providerId)) return token + const instanceUrl = await fetchSalesforceInstanceUrl(providerId, token.accessToken) + if (!instanceUrl) + throw new ManagedOAuthCredentialError( + 'MANAGED_CREDENTIAL_IDENTITY_UNAVAILABLE', + 'The Salesforce account destination could not be verified. Try again before starting this action.', + 502 + ) + return { ...token, instanceUrl } +} + /** Resolves a managed credential ID into a usable token without exposing it to list APIs. */ export async function resolveManagedOAuthToken( params: ResolveManagedOAuthTokenParams +): Promise { + return resolveProviderTokenContext( + params.expectedProviderId, + await resolveManagedOAuthAccessToken(params) + ) +} + +async function resolveManagedOAuthAccessToken( + params: ResolveManagedOAuthTokenParams ): Promise { const initial = await getManagedCredential(db, params.credentialId, params) if (!initial) { diff --git a/apps/sim/lib/desktop/executor/bound-turn.integration.ts b/apps/sim/lib/desktop/executor/bound-turn.integration.ts index a25f6248bc7..9366ee9fae8 100644 --- a/apps/sim/lib/desktop/executor/bound-turn.integration.ts +++ b/apps/sim/lib/desktop/executor/bound-turn.integration.ts @@ -663,7 +663,7 @@ describe.runIf(Boolean(redisUrl))("a turn bound to a desktop's background execut userId, ownerToken: generateId(), } - expect(await claimToolExecution(owner)).toEqual({ outcome: 'claimed' }) + expect(await claimToolExecution(owner)).toMatchObject({ outcome: 'claimed' }) await expect( prepareWorkbenchAccess({ ...owner, sessionKey: chatSandboxSessionKey(run.chatId) }) ).resolves.toMatchObject({ handlersPending: false }) diff --git a/apps/sim/lib/file-parsers/pdf-parser-cancellation.test.ts b/apps/sim/lib/file-parsers/pdf-parser-cancellation.test.ts index 59f4bc57781..36187c75a63 100644 --- a/apps/sim/lib/file-parsers/pdf-parser-cancellation.test.ts +++ b/apps/sim/lib/file-parsers/pdf-parser-cancellation.test.ts @@ -176,32 +176,41 @@ describe('PdfParser cancellation', () => { }) it('shares one event-loop slice across concurrent parses instead of giving each its own', async () => { + // Isolate the shared scheduler so the simulated clock cannot affect later parses. + vi.resetModules() + const { PdfParser: ConcurrentPdfParser } = await import('@/lib/file-parsers/pdf-parser') + let simulatedTime = 0 + let workSinceProbe = 0 + let longestSlice = 0 + const clock = vi.spyOn(performance, 'now').mockImplementation(() => simulatedTime) const parseCount = 8 for (let i = 0; i < parseCount; i++) { const { pdf } = pdfWithPageText(20, () => { - const busyUntil = performance.now() + 2 - while (performance.now() < busyUntil) {} + simulatedTime += 2 + workSinceProbe += 2 + longestSlice = Math.max(longestSlice, workSinceProbe) return 'page text' }) mockOpenPdfDocument.mockResolvedValueOnce(pdf) } - let longestTimerWait = 0 - let probing = true - let lastTick = performance.now() + let probeHandle: ReturnType const probe = () => { - const now = performance.now() - longestTimerWait = Math.max(longestTimerWait, now - lastTick) - lastTick = now - if (probing) setTimeout(probe, 0) + workSinceProbe = 0 + probeHandle = setImmediate(probe) + } + probeHandle = setImmediate(probe) + try { + await Promise.all( + Array.from({ length: parseCount }, () => + new ConcurrentPdfParser().parseBuffer(Buffer.from('%PDF-1.4')) + ) + ) + expect(simulatedTime).toBe(parseCount * 20 * 2) + expect(longestSlice).toBeLessThanOrEqual(12) + } finally { + clearImmediate(probeHandle) + clock.mockRestore() } - setTimeout(probe, 0) - - await Promise.all( - Array.from({ length: parseCount }, () => new PdfParser().parseBuffer(Buffer.from('%PDF-1.4'))) - ) - probing = false - - expect(longestTimerWait).toBeLessThan(40) }) it('lets timers run while one page streams a huge content stream', async () => { diff --git a/apps/sim/lib/internal/jira/execute-tool.ts b/apps/sim/lib/internal/jira/execute-tool.ts index 1f2c0ec70f1..de879c94286 100644 --- a/apps/sim/lib/internal/jira/execute-tool.ts +++ b/apps/sim/lib/internal/jira/execute-tool.ts @@ -6,11 +6,13 @@ import { isPayloadSizeLimitError } from '@/lib/core/utils/stream-limits' import { JiraOperationError } from '@/lib/internal/jira/errors' import { jiraAddAttachmentInputSchema, + jiraCreateSprintInputSchema, jiraUpdateInputSchema, jiraWriteInputSchema, } from '@/lib/internal/jira/input' import { executeJiraAddAttachment, + executeJiraCreateSprint, executeJiraUpdate, executeJiraWrite, type JiraOperationContext, @@ -43,6 +45,10 @@ async function dispatch( context: JiraOperationContext ): Promise { switch (request.toolId) { + case 'jira_create_sprint': { + const input = validateInput(jiraCreateSprintInputSchema, request.input) + return input instanceof Response ? input : executeJiraCreateSprint(input, context) + } case 'jira_write': { const input = validateInput(jiraWriteInputSchema, request.input) return input instanceof Response ? input : executeJiraWrite(input, context) diff --git a/apps/sim/lib/internal/jira/input.ts b/apps/sim/lib/internal/jira/input.ts index 7b37c927569..2ce970de9e8 100644 --- a/apps/sim/lib/internal/jira/input.ts +++ b/apps/sim/lib/internal/jira/input.ts @@ -58,3 +58,31 @@ export const jiraAddAttachmentInputSchema = z.object({ export type JiraWriteInput = z.output export type JiraUpdateInput = z.output export type JiraAddAttachmentInput = z.output + +export const jiraCreateSprintInputSchema = z + .object({ + accessToken: z.string().min(1), + domain: z.string().min(1), + originBoardId: z.number().int().positive(), + name: z.string().trim().min(1), + goal: z.string().optional(), + startDate: z.iso.datetime({ offset: true }).optional(), + endDate: z.iso.datetime({ offset: true }).optional(), + }) + .refine( + (input) => + !input.startDate || !input.endDate || Date.parse(input.endDate) > Date.parse(input.startDate), + { message: 'End date must be after the start date', path: ['endDate'] } + ) + +export const jiraSprintResponseSchema = z.object({ + id: z.number().int(), + self: z.string(), + state: z.string(), + name: z.string(), + originBoardId: z.number().int(), + goal: z.string().optional(), + startDate: z.string().optional(), + endDate: z.string().optional(), +}) +export type JiraCreateSprintInput = z.output diff --git a/apps/sim/lib/internal/jira/operations.ts b/apps/sim/lib/internal/jira/operations.ts index 578562e80fe..a6025b3f61f 100644 --- a/apps/sim/lib/internal/jira/operations.ts +++ b/apps/sim/lib/internal/jira/operations.ts @@ -6,9 +6,11 @@ import { createJiraClient, type JiraClient } from '@/lib/internal/jira/client' import { JiraOperationError } from '@/lib/internal/jira/errors' import type { JiraAddAttachmentInput, + JiraCreateSprintInput, JiraUpdateInput, JiraWriteInput, } from '@/lib/internal/jira/input' +import { jiraSprintResponseSchema } from '@/lib/internal/jira/input' import { MAX_BUFFERED_TRANSFER_BYTES } from '@/lib/uploads/shared/types' import { processFilesToUserFiles } from '@/lib/uploads/utils/file' import { downloadServableFileFromStorage } from '@/lib/uploads/utils/file.server' @@ -105,20 +107,26 @@ async function assignCreatedIssue( signal?: AbortSignal ): Promise { signal?.throwIfAborted() - const response = await client.request( - client.issuePath(`/${issueKey}/assignee`), - { - method: 'PUT', - headers: { Accept: 'application/json', 'Content-Type': 'application/json' }, - body: JSON.stringify({ accountId: assignee }), - }, - signal - ) - if (!response.ok) { - logger.warn('Failed to assign issue after successful creation', { - status: response.status, - error: response.text, - }) + try { + const response = await client.request( + client.issuePath(`/${issueKey}/assignee`), + { + method: 'PUT', + headers: { Accept: 'application/json', 'Content-Type': 'application/json' }, + body: JSON.stringify({ accountId: assignee }), + }, + signal + ) + if (!response.ok) { + logger.warn('Failed to assign issue after successful creation', { + status: response.status, + error: response.text, + }) + return false + } + } catch (error) { + signal?.throwIfAborted() + logger.warn('Issue created, but assignment outcome could not be confirmed', { issueKey, error }) return false } return true @@ -181,6 +189,11 @@ export async function executeJiraWrite(input: JiraWriteInput, context: JiraOpera success: true, url: `https://${input.domain}/browse/${issueKey}`, ...(assigneeId ? { assigneeId } : {}), + ...(input.assignee && !assigneeId + ? { + warning: `Issue ${issueKey} was created, but assignment to ${input.assignee} was not confirmed. Do not recreate the issue.`, + } + : {}), }, } } @@ -331,3 +344,37 @@ export async function executeJiraAddAttachment( }, } } + +/** Creates a future sprint using Jira Software's native operation. */ +export async function executeJiraCreateSprint( + input: JiraCreateSprintInput, + context: JiraOperationContext +) { + const client = await createJiraClient(input, { signal: context.signal, validateCloudId: true }) + const response = await client.request( + `https://api.atlassian.com/ex/jira/${client.cloudId}/rest/agile/1.0/sprint`, + { + method: 'POST', + headers: { Accept: 'application/json', 'Content-Type': 'application/json' }, + body: JSON.stringify({ + name: input.name, + originBoardId: input.originBoardId, + goal: input.goal, + startDate: input.startDate, + endDate: input.endDate, + }), + }, + context.signal + ) + if (!response.ok) throw providerError(response, false) + const sprint = jiraSprintResponseSchema.safeParse(optionalObject(response.text)) + return { + success: true, + output: sprint.success + ? { sprint: sprint.data } + : { + warning: + 'Jira confirmed sprint creation, but its details could not be read. Check the board to find the sprint. Do not recreate the sprint.', + }, + } +} diff --git a/apps/sim/lib/internal/tool-operations/registry.server.ts b/apps/sim/lib/internal/tool-operations/registry.server.ts index 40e3fb88e5c..555da479ddb 100644 --- a/apps/sim/lib/internal/tool-operations/registry.server.ts +++ b/apps/sim/lib/internal/tool-operations/registry.server.ts @@ -1123,7 +1123,12 @@ const ELEVENLABS_TOOL_IDS = [ 'elevenlabs_audio_isolation', ] as const -const JIRA_TOOL_IDS = ['jira_write', 'jira_update', 'jira_add_attachment'] as const +const JIRA_TOOL_IDS = [ + 'jira_write', + 'jira_update', + 'jira_add_attachment', + 'jira_create_sprint', +] as const const WHATSAPP_TOOL_IDS = [ 'whatsapp_get_media', diff --git a/apps/sim/lib/knowledge/application/personal-search-integrations.ts b/apps/sim/lib/knowledge/application/personal-search-integrations.ts index 3a910921cb5..95f444d8f7d 100644 --- a/apps/sim/lib/knowledge/application/personal-search-integrations.ts +++ b/apps/sim/lib/knowledge/application/personal-search-integrations.ts @@ -2,8 +2,14 @@ import { requirePrincipalSubjectUserId } from '@sim/auth/principal' import { db } from '@sim/db' import { credentialGroup, user } from '@sim/db/schema' import { eq } from 'drizzle-orm' +import { loadAssistantIntegrationTools } from '@/lib/assistant-actions/catalog' +import { assistantSearchSourceForProvider } from '@/lib/assistant-actions/providers' import { OrchestrationError } from '@/lib/core/orchestration/types' -import { findCredentialGroupProviderFromProviderId } from '@/lib/credential-groups/providers' +import { + findCredentialGroupProviderFromProviderId, + getCredentialGroupProviderId, + getCredentialGroupProviderService, +} from '@/lib/credential-groups/providers' import { isScopedCredentialGroupsAvailable } from '@/lib/credential-groups/scoped-availability' import { readSearchConnectionCompletion } from '@/lib/credential-groups/search-connection-completion' import { getOrganizationAccountsGroup } from '@/lib/credential-groups/service' @@ -38,9 +44,10 @@ export const listPersonalSearchIntegrations = defineAuthorizedKnowledgeUseCase({ const scope = { kind: 'organization', organizationId: context.organizationId } as const if (!(await isScopedCredentialGroupsAvailable(scope))) return { completedCredentialId: null, connections: [], available: [], nextCursor: null } - const [group, approvals] = await Promise.all([ + const [group, approvals, assistant] = await Promise.all([ getOrganizationAccountsGroup(context.organizationId), listOrganizationSearchApprovals(context.organizationId), + loadAssistantIntegrationTools({ organizationId: context.organizationId, userId }), ]) const accounts = group ? await listViewerOrganizationAccounts({ @@ -53,10 +60,13 @@ export const listPersonalSearchIntegrations = defineAuthorizedKnowledgeUseCase({ const connector = SEARCH_CONNECTORS.find( (entry) => findCredentialGroupProviderFromProviderId(entry.providerId) === option.provider ) + const source = assistantSearchSourceForProvider(getCredentialGroupProviderId(option.provider)) + const connectorType = connector?.type ?? option.provider + const searchable = connector && LIVE_SEARCH_SCOPE_FIELDS[connector.type] + const supportsActions = assistant.providers.includes(option.provider) if ( - !connector || - !LIVE_SEARCH_SCOPE_FIELDS[connector.type] || - (input.connectorType && connector.type !== input.connectorType) + (!searchable && !supportsActions) || + (input.connectorType && connectorType !== input.connectorType) ) return [] const ready = Boolean( @@ -64,12 +74,12 @@ export const listPersonalSearchIntegrations = defineAuthorizedKnowledgeUseCase({ group?.status === 'active' && option.status === 'active' && option.configurationStatus === 'ready' && - approvals.get(connector.type) + (!source || approvals.get(source)) ) const target: SearchConnectionTarget = { type: 'link', provider: option.provider, - connectorType: connector.type, + connectorType, connectionMode: 'live', optionId: option.id, } @@ -84,10 +94,10 @@ export const listPersonalSearchIntegrations = defineAuthorizedKnowledgeUseCase({ })) return [ { - name: connector.meta.name, + name: connector?.meta.name ?? getCredentialGroupProviderService(option.provider).name, providerId: option.provider, - connectorType: connector.type, - description: '', + connectorType, + description: searchable ? '' : 'Personal account for Assistant actions', accounts: own, connectionStatus: !ready ? ('unavailable' as const) diff --git a/apps/sim/lib/mothership/agent-cli/saved-run-read.live.test.ts b/apps/sim/lib/mothership/agent-cli/saved-run-read.live.test.ts index f9588dd395a..ab21b3fbed4 100644 --- a/apps/sim/lib/mothership/agent-cli/saved-run-read.live.test.ts +++ b/apps/sim/lib/mothership/agent-cli/saved-run-read.live.test.ts @@ -1760,7 +1760,7 @@ describe.skipIf(!process.env.MSHIP_TEST_DATABASE_URL)( status: 'running', }) const owner = { runId, toolCallId, ownerToken, userId: 'run-reader' } - expect(await claimToolExecution(owner)).toEqual({ outcome: 'claimed' }) + expect(await claimToolExecution(owner)).toMatchObject({ outcome: 'claimed' }) return { owner, chatId, streamId } } @@ -2191,7 +2191,7 @@ describe.skipIf(!process.env.MSHIP_TEST_DATABASE_URL)( userId: 'run-reader', ownerToken: toolCallId, }) - ).toEqual({ + ).toMatchObject({ outcome: 'claimed', }) await closeStreamToolAdmission(streamId, 'run-reader') diff --git a/apps/sim/lib/mothership/application/assistant-actions.ts b/apps/sim/lib/mothership/application/assistant-actions.ts new file mode 100644 index 00000000000..0e6d96fd509 --- /dev/null +++ b/apps/sim/lib/mothership/application/assistant-actions.ts @@ -0,0 +1,42 @@ +import { + authorizeOrganizationAssistantRead, + claimOrganizationAssistantAction, + prepareOrganizationAssistantAction, +} from '@/lib/assistant-actions/application/admission' +import type { OperationUseCase } from '@/lib/core/application' +import { + COPILOT_APPLICATION_DELEGATION_TTL_MS, + type CopilotExecutionContext, + createTrustedOrganizationCopilotPrincipal, + requireTrustedOrganizationCopilotContext, +} from '@/lib/mothership/auth/application-delegation' +import { authorizeOrganizationChatDelegation } from '@/lib/mothership/chat/organization-chats' + +const operations = [ + prepareOrganizationAssistantAction.operation, + claimOrganizationAssistantAction.operation, + authorizeOrganizationAssistantRead.operation, +] as const + +/** Account policy is authorized for the authenticated private conversation, never model identity fields. */ +export async function executeCopilotAssistantAction( + context: CopilotExecutionContext, + useCase: OperationUseCase<(typeof operations)[number], I, R>, + input: Omit +): Promise { + if ( + context.requestMode !== 'assistant' || + !operations.some((operation) => operation === useCase.operation) + ) + throw new Error('Unregistered Assistant action operation') + const trusted = requireTrustedOrganizationCopilotContext(context) + const principal = createTrustedOrganizationCopilotPrincipal( + { ...trusted, delegationId: trusted.toolCallId }, + { audience: useCase.operation.delegationAudience, ttlMs: COPILOT_APPLICATION_DELEGATION_TTL_MS } + ) + await authorizeOrganizationChatDelegation.execute({ principal }) + return useCase.execute({ + principal, + input: { ...input, organizationId: trusted.organizationId } as I, + }) +} diff --git a/apps/sim/lib/mothership/application/load-search-integrations.ts b/apps/sim/lib/mothership/application/load-search-integrations.ts index 6a728fbef7e..a0010471865 100644 --- a/apps/sim/lib/mothership/application/load-search-integrations.ts +++ b/apps/sim/lib/mothership/application/load-search-integrations.ts @@ -46,6 +46,14 @@ export async function loadCopilotSearchIntegrations( ...inventory, connections: connections.connections, available: connections.available, + actionAccounts: connections.connections.flatMap((connection) => + connection.accounts.map((account) => ({ + credentialId: account.credentialId, + providerId: connection.providerId, + displayName: account.displayName, + status: account.status, + })) + ), connectionGuidance: 'Offer the exact available target or account action in a terminal tag to connect or reconnect in chat. Search uses the provider APIs directly. Account inventory alone does not establish permission to search; a provider search must succeed.', }) diff --git a/apps/sim/lib/mothership/assistant/tool-policy.test.ts b/apps/sim/lib/mothership/assistant/tool-policy.test.ts index ccbd08f5984..c56349cadce 100644 --- a/apps/sim/lib/mothership/assistant/tool-policy.test.ts +++ b/apps/sim/lib/mothership/assistant/tool-policy.test.ts @@ -7,6 +7,7 @@ import type { ToolMetadata } from '@/tools/metadata' const tool: ToolMetadata = { id: 'google_drive_get_file', + assistant: { effect: 'read', version: 1 }, oauth: { required: true, provider: 'google-drive', authoritativeParams: ['instanceUrl'] }, params: { credential: { type: 'string', visibility: 'user-only' }, @@ -20,6 +21,7 @@ const tool: ToolMetadata = { describe('Assistant integration policy', () => { const tokenTool: ToolMetadata = { id: 'gitlab_list_projects', + assistant: { effect: 'read', version: 1 }, personalToken: { provider: 'gitlab', tokenParam: 'accessToken', hostParam: 'host' }, params: { accessToken: { type: 'string', required: true, visibility: 'user-only' }, @@ -47,16 +49,37 @@ describe('Assistant integration policy', () => { ).not.toThrow() }) - it.each(['gmail_send', 'google_drive_create_file', 'new_provider_operation'])( + it.each(['google_drive_get_file', 'gmail_send', 'new_provider_operation'])( 'rejects unapproved operation %s even with a personal account', (id) => { - expect(isAssistantIntegrationTool({ ...tool, id })).toBe(false) + expect(isAssistantIntegrationTool({ ...tool, id, assistant: undefined })).toBe(false) expect(() => - assertAssistantIntegrationCall({ ...tool, id }, { credential: 'mine' }) + assertAssistantIntegrationCall( + { ...tool, id, assistant: undefined }, + { credential: 'mine' } + ) ).toThrow() } ) + it('admits an explicitly classified write only with a valid personal account binding', () => { + const writeTool: ToolMetadata = { + ...tool, + id: 'gmail_draft_v2', + assistant: { effect: 'write', version: 1 }, + oauth: { required: true, provider: 'google-email' }, + } + expect(() => + assertAssistantIntegrationCall(writeTool, { credential: 'mine', body: 'Reviewed draft' }) + ).not.toThrow() + expect(() => assertAssistantIntegrationCall(writeTool, { body: 'Missing account' })).toThrow( + 'Select one' + ) + expect(() => + assertAssistantIntegrationCall(writeTool, { credential: 'mine', accessToken: 'override' }) + ).toThrow() + }) + it.each(['accessToken', 'apiKey', 'headers', '_context', 'impersonateUserEmail', 'instanceUrl'])( 'rejects model-supplied %s before execution', (name) => diff --git a/apps/sim/lib/mothership/assistant/tool-policy.ts b/apps/sim/lib/mothership/assistant/tool-policy.ts index 4b3f7f98234..00b4bbb83fc 100644 --- a/apps/sim/lib/mothership/assistant/tool-policy.ts +++ b/apps/sim/lib/mothership/assistant/tool-policy.ts @@ -1,3 +1,4 @@ +import { OrchestrationError } from '@/lib/core/orchestration/types' import { projectAssistantConnectedAccountTool } from '@/lib/mothership/assistant/connected-account-tool' import type { ToolMetadata } from '@/tools/metadata' @@ -10,52 +11,9 @@ export const ASSISTANT_TOOLS = new Set([ const CREDENTIAL_PARAMS = new Set(['credential', 'credentialId', 'oauthCredential']) -/** Read-only lookups complement search_workspace without exposing provider writes. */ -const ASSISTANT_INTEGRATION_TOOLS = new Set([ - 'slack_list_users', - 'slack_get_user', - 'slack_list_channels', - 'slack_list_user_conversations', - 'slack_get_channel_info', - 'slack_list_members', - 'gmail_list_labels_v2', - 'google_calendar_list_calendars_v2', - 'google_calendar_get_v2', - 'google_calendar_instances_v2', - 'google_calendar_freebusy_v2', - 'google_drive_get_file', - 'google_drive_list_comments', - 'google_sheets_get_spreadsheet_v2', - 'google_sheets_read_v2', - 'jira_search_users', - 'jira_list_projects', - 'jira_get_project', - 'jira_get_fields', - 'jira_get_comments', - 'confluence_list_spaces', - 'confluence_get_user', - 'confluence_get_page_children', - 'confluence_get_page_ancestors', - 'confluence_list_comments', - 'github_search_users_v2', - 'github_repo_info_v2', - 'github_get_tree_v2', - 'github_list_review_threads', - 'github_get_pr_files_v2', - 'gitlab_search_users', - 'gitlab_list_members', - 'gitlab_list_projects', - 'gitlab_get_merge_request_changes', - 'coda_resolve_browser_link', - 'coda_list_pages', - 'coda_list_tables', - 'coda_list_columns', - 'coda_list_rows', -]) - /** Discovery and execution share the same operations and personal-account requirements. */ export function isAssistantIntegrationTool(tool: ToolMetadata | undefined): boolean { - if (!tool || !ASSISTANT_INTEGRATION_TOOLS.has(tool.id)) return false + if (!tool || !tool.assistant) return false tool = projectAssistantConnectedAccountTool(tool) const tokenBinding = tool.personalToken const supportsToken = @@ -95,25 +53,34 @@ export function isAssistantIntegrationParameter(tool: ToolMetadata, name: string export function assertAssistantIntegrationCall( tool: ToolMetadata | undefined, params: Record -): void { - if (!tool || !isAssistantIntegrationTool(tool)) { - throw new Error('Assistant requires an integration that supports your own connected account.') +) { + if (!tool?.assistant || !isAssistantIntegrationTool(tool)) { + throw new OrchestrationError( + 'validation', + 'Assistant requires an integration that supports your own connected account.' + ) } for (const [name, value] of Object.entries(params)) { if (value !== undefined && !isAssistantIntegrationParameter(tool, name)) { - throw new Error( - `Assistant cannot supply the ${name} parameter. Authentication comes from your connected account.` + throw new OrchestrationError( + 'validation', + 'Assistant cannot supply authentication or unsupported parameters. Authentication comes from your connected account.' ) } } const selectors = [...CREDENTIAL_PARAMS] .map((name) => params[name]) .filter((value) => value !== undefined) + const credentialId = selectors[0] if ( - selectors.length === 0 || + typeof credentialId !== 'string' || selectors.some((value) => typeof value !== 'string' || !value.trim()) || new Set(selectors).size !== 1 ) { - throw new Error('Select one of your connected accounts for this integration.') + throw new OrchestrationError( + 'validation', + 'Select one of your connected accounts for this integration.' + ) } + return { credentialId, operation: tool.assistant } } diff --git a/apps/sim/lib/mothership/async-runs/browser-download-claim.integration.ts b/apps/sim/lib/mothership/async-runs/browser-download-claim.integration.ts index ec6f34988ba..c1e85e1db26 100644 --- a/apps/sim/lib/mothership/async-runs/browser-download-claim.integration.ts +++ b/apps/sim/lib/mothership/async-runs/browser-download-claim.integration.ts @@ -45,6 +45,8 @@ describe('browser download admission with PostgreSQL', () => { id uuid PRIMARY KEY DEFAULT gen_random_uuid(), run_id uuid NOT NULL, checkpoint_id uuid, tool_call_id text NOT NULL UNIQUE, tool_name text NOT NULL, args jsonb NOT NULL DEFAULT '{}', status text NOT NULL DEFAULT 'pending', + executable_name text, target_workspace_id text, approved_args jsonb, assistant_action jsonb, + execution_retryable boolean NOT NULL DEFAULT true, result jsonb, error text, permission_decision text, permission_decided_at timestamp, permission_requested_at timestamp, pickup_deadline_at timestamp with time zone, diff --git a/apps/sim/lib/mothership/async-runs/errors.ts b/apps/sim/lib/mothership/async-runs/errors.ts index a9e30c3a8b6..aafcbfbefbc 100644 --- a/apps/sim/lib/mothership/async-runs/errors.ts +++ b/apps/sim/lib/mothership/async-runs/errors.ts @@ -1,7 +1,7 @@ -/** A durable tool identity must never be reused by a different run. */ +/** A durable tool identity must keep its original owner and invocation. */ export class AsyncToolCallOwnershipError extends Error { - constructor() { - super('Async tool call belongs to another run') + constructor(message = 'Async tool call belongs to another run') { + super(message) this.name = 'AsyncToolCallOwnershipError' } } diff --git a/apps/sim/lib/mothership/async-runs/lifecycle.ts b/apps/sim/lib/mothership/async-runs/lifecycle.ts index 7c010c9a7db..b24928becf2 100644 --- a/apps/sim/lib/mothership/async-runs/lifecycle.ts +++ b/apps/sim/lib/mothership/async-runs/lifecycle.ts @@ -4,8 +4,15 @@ import { MothershipStreamV1ToolOutcome, } from '@/lib/mothership/generated/mothership-stream-v1' -/** Recorded on every run the current code admits; older values mark runs from earlier protocols. */ -export const SIM_TOOL_EXECUTION_VERSION = 2 +/** Version 3 binds execution to the persisted invocation and supports reviewed argument edits. */ +export const SIM_TOOL_EXECUTION_VERSION = 3 + +/** Version 2 retains its existing lease/Stop semantics while older runs drain during rollout. */ +export const SUPPORTED_SIM_TOOL_EXECUTION_VERSIONS = [2, SIM_TOOL_EXECUTION_VERSION] as const + +export function supportsSimToolExecution(version: number | undefined): boolean { + return SUPPORTED_SIM_TOOL_EXECUTION_VERSIONS.some((supported) => supported === version) +} export const ASYNC_TOOL_STATUS = MothershipStreamV1AsyncToolRecordStatus diff --git a/apps/sim/lib/mothership/async-runs/orphaned-runs.integration.ts b/apps/sim/lib/mothership/async-runs/orphaned-runs.integration.ts index bb2cb9becff..5db03635d7f 100644 --- a/apps/sim/lib/mothership/async-runs/orphaned-runs.integration.ts +++ b/apps/sim/lib/mothership/async-runs/orphaned-runs.integration.ts @@ -307,8 +307,8 @@ describe.runIf(Boolean(redisUrl))('Chat runs no controller owns', () => { const clientClaimed = await lateTool(run.runId, { status: 'running', claimedBy: 'client' }) const undated = await dispatchedTool(run.runId) - expect(await claimToolExecution(clientClaimed)).toEqual({ outcome: 'claimed' }) - expect(await claimToolExecution(undated)).toEqual({ outcome: 'claimed' }) + expect(await claimToolExecution(clientClaimed)).toMatchObject({ outcome: 'claimed' }) + expect(await claimToolExecution(undated)).toMatchObject({ outcome: 'claimed' }) }) }) @@ -330,7 +330,7 @@ describe.runIf(Boolean(redisUrl))('Chat runs no controller owns', () => { /** A long tool call writes nothing to the run; only its execution heartbeat shows it is alive. */ const orphan = await admittedRun({ idleMinutes: 90, status: 'paused_waiting_for_tool' }) const tool = await dispatchedTool(orphan.runId) - expect(await claimToolExecution(tool)).toEqual({ outcome: 'claimed' }) + expect(await claimToolExecution(tool)).toMatchObject({ outcome: 'claimed' }) expect((await sweepOrphanedRuns()).settledRunIds).not.toContain(orphan.runId) const live = await stored(orphan.runId) @@ -368,7 +368,7 @@ describe.runIf(Boolean(redisUrl))('Chat runs no controller owns', () => { } ) - expect(await claim).toEqual({ outcome: 'claimed' }) + expect(await claim).toMatchObject({ outcome: 'claimed' }) expect((await sweep).settledRunIds).not.toContain(orphan.runId) const run = await stored(orphan.runId) expect(run.status).toBe('paused_waiting_for_tool') @@ -378,7 +378,7 @@ describe.runIf(Boolean(redisUrl))('Chat runs no controller owns', () => { it('never settles a run whose Sim tool lease a heartbeat renewed as the sweep settled it', async () => { const orphan = await admittedRun({ idleMinutes: 90, status: 'paused_waiting_for_tool' }) const tool = await dispatchedTool(orphan.runId) - expect(await claimToolExecution(tool)).toEqual({ outcome: 'claimed' }) + expect(await claimToolExecution(tool)).toMatchObject({ outcome: 'claimed' }) await db .update(copilotAsyncToolCalls) .set({ executionLeaseExpiresAt: sql`clock_timestamp() - interval '1 second'` }) diff --git a/apps/sim/lib/mothership/async-runs/orphaned-runs.ts b/apps/sim/lib/mothership/async-runs/orphaned-runs.ts index 46e9c1c11c3..e3ceb6ee2fb 100644 --- a/apps/sim/lib/mothership/async-runs/orphaned-runs.ts +++ b/apps/sim/lib/mothership/async-runs/orphaned-runs.ts @@ -28,7 +28,7 @@ import { } from 'drizzle-orm' import { getRedisClient } from '@/lib/core/config/redis' import type { DbTransaction } from '@/lib/db/types' -import { SIM_TOOL_EXECUTION_VERSION } from '@/lib/mothership/async-runs/lifecycle' +import { SUPPORTED_SIM_TOOL_EXECUTION_VERSIONS } from '@/lib/mothership/async-runs/lifecycle' import { publishChatStatusChanged } from '@/lib/mothership/chat-status' import { isDurableStreamRun } from '@/lib/mothership/request/lifecycle/durable-run' import { @@ -114,7 +114,7 @@ const leasedRunIdle = and( ) const legacyRunIdle = and( isNull(controllerToken), - lt(copilotRuns.toolExecutionVersion, SIM_TOOL_EXECUTION_VERSION), + lt(copilotRuns.toolExecutionVersion, SUPPORTED_SIM_TOOL_EXECUTION_VERSIONS[0]), idleFor(LEGACY_RUN_GRACE_MS) ) const orphanIdle = or(leasedRunIdle, legacyRunIdle) diff --git a/apps/sim/lib/mothership/async-runs/repository.test.ts b/apps/sim/lib/mothership/async-runs/repository.test.ts index 372ee97b6ac..9ef7c75bdde 100644 --- a/apps/sim/lib/mothership/async-runs/repository.test.ts +++ b/apps/sim/lib/mothership/async-runs/repository.test.ts @@ -5,13 +5,7 @@ import { copilotRequestStops, copilotRuns, } from '@sim/db/schema' -import { - dbChainMockFns, - flattenMockConditions, - hasMockCondition, - queueTableRows, - resetDbChainMock, -} from '@sim/testing' +import { dbChainMockFns, hasMockCondition, queueTableRows, resetDbChainMock } from '@sim/testing' import { beforeEach, describe, expect, it } from 'vitest' import { areStreamToolExecutionsSettled, @@ -196,21 +190,6 @@ describe('run admission and early Stop', () => { }) }) -/** Finds a condition anywhere in a mocked expression, including inside `sql` and `sql.join` fragments. */ -function someNestedCondition( - node: unknown, - predicate: (condition: Record) => boolean -): boolean { - if (!node || typeof node !== 'object') return false - const record = node as Record - if (predicate(record)) return true - return ['conditions', 'values', 'fragments'].some( - (key) => - Array.isArray(record[key]) && - (record[key] as unknown[]).some((child) => someNestedCondition(child, predicate)) - ) -} - describe('durable Sim tool ownership', () => { beforeEach(() => { resetDbChainMock() @@ -249,48 +228,6 @@ describe('durable Sim tool ownership', () => { } ) - it('locks the actor-owned run before claiming a still-unclaimed execution', async () => { - expect(copilotRuns.toolExecutionVersion).toBeDefined() - expect(copilotRuns.toolAdmissionClosedAt).toBeDefined() - expect(copilotAsyncToolCalls.executionStartedAt).toBeDefined() - expect(copilotAsyncToolCalls.executionSettledAt).toBeDefined() - dbChainMockFns.for.mockResolvedValueOnce([ - { id: input.runId, toolExecutionVersion: 2, toolAdmissionClosedAt: null }, - ]) - dbChainMockFns.returning.mockResolvedValueOnce([{ id: 'row-1' }]) - expect(await claimToolExecution(input)).toEqual({ outcome: 'claimed' }) - expect(dbChainMockFns.for).toHaveBeenCalledWith('update') - expect( - hasMockCondition( - dbChainMockFns.where.mock.calls[0]?.[0], - (condition) => condition.type === 'eq' && condition.right === input.userId - ) - ).toBe(true) - /** A first execution, or a re-run of one whose owner died before it recorded a result. */ - const claimable = flattenMockConditions(dbChainMockFns.where.mock.calls[1]?.[0]).find( - (condition) => condition.type === 'or' - ) - const [firstExecution, interruptedExecution] = (claimable?.conditions ?? []) as unknown[] - expect( - hasMockCondition( - firstExecution, - (condition) => - condition.type === 'isNull' && - condition.column === copilotAsyncToolCalls.executionStartedAt - ) - ).toBe(true) - expect( - someNestedCondition( - interruptedExecution, - (condition) => - condition.type === 'lt' && condition.left === copilotAsyncToolCalls.executionAttempts - ) - ).toBe(true) - expect(dbChainMockFns.set).toHaveBeenCalledWith( - expect.objectContaining({ executionStartedAt: expect.any(Date), status: 'running' }) - ) - }) - it('refuses admission after Stop without touching any tool row', async () => { dbChainMockFns.for.mockResolvedValueOnce([ { toolExecutionVersion: 2, toolAdmissionClosedAt: new Date() }, @@ -497,31 +434,6 @@ describe('async tool repository single-row semantics', () => { ) }) - it.each(['pending', 'running'] as const)( - 'keeps the first finalized call identity immutable after it reaches %s', - async (status) => { - const existingRow = { - runId: 'run-1', - toolCallId: 'tool-1', - toolName: 'run_function', - args: { language: 'javascript', code: 'return {{FIRST_SECRET}}' }, - status, - } - dbChainMockFns.limit.mockResolvedValueOnce([existingRow]) - - const result = await upsertAsyncToolCall({ - runId: 'run-1', - toolCallId: 'tool-1', - toolName: 'run_function', - args: { language: 'javascript', code: 'return {{SECOND_SECRET}}' }, - status: 'pending', - }) - - expect(result).toEqual(existingRow) - expect(dbChainMockFns.values).not.toHaveBeenCalled() - } - ) - it('refuses a provider-ID collision with an existing row in another run', async () => { dbChainMockFns.limit.mockResolvedValueOnce([ { runId: 'old-run', toolCallId: 'provider-shared-call', toolName: 'browser_close_tab' }, diff --git a/apps/sim/lib/mothership/async-runs/repository.ts b/apps/sim/lib/mothership/async-runs/repository.ts index ef9adbed548..e932023ef52 100644 --- a/apps/sim/lib/mothership/async-runs/repository.ts +++ b/apps/sim/lib/mothership/async-runs/repository.ts @@ -1,3 +1,4 @@ +import { isDeepStrictEqual } from 'node:util' import { SpanKind, trace } from '@opentelemetry/api' import { db } from '@sim/db' import { @@ -54,7 +55,10 @@ import { DESKTOP_TOOL_CLAIM_OWNER, EXECUTABLE_TOOL_PERMISSION_DECISIONS, isAwaitingToolPermission, + isExecutableToolPermissionDecision, SIM_TOOL_EXECUTION_VERSION, + SUPPORTED_SIM_TOOL_EXECUTION_VERSIONS, + supportsSimToolExecution, } from '@/lib/mothership/async-runs/lifecycle' import { TOOL_WATCHDOG_RESUME_GRACE_MS } from '@/lib/mothership/constants' import { TraceAttr } from '@/lib/mothership/generated/trace-attributes-v1' @@ -678,6 +682,10 @@ export async function upsertAsyncToolCall(input: { toolCallId: string toolName: string args?: Record + executableName?: string + targetWorkspaceId?: string + executionRetryable?: boolean + assistantAction?: typeof copilotAsyncToolCalls.$inferInsert.assistantAction status?: CopilotAsyncToolStatus sealedContext?: AsyncCompletionData /** The call is held for the user's decision before anything may run it. */ @@ -696,11 +704,29 @@ export async function upsertAsyncToolCall(input: { [TraceAttr.RunId]: input.runId ?? undefined, }, async () => { - const existing = await getAsyncToolCall(input.toolCallId) - if (existing) { - if (input.runId && existing.runId !== input.runId) { + const args = sanitizeValueForJsonb(input.args ?? {}) + const executableName = input.executableName ?? input.toolName + const assertInvocation = (record: typeof copilotAsyncToolCalls.$inferSelect) => { + if (input.runId && record.runId !== input.runId) { throw new AsyncToolCallOwnershipError() } + if ( + record.toolName !== input.toolName || + !isDeepStrictEqual(record.args, args) || + !isDeepStrictEqual(record.assistantAction, input.assistantAction ?? null) || + (record.executableName !== null && + (record.executableName !== executableName || + record.targetWorkspaceId !== (input.targetWorkspaceId ?? null) || + record.executionRetryable !== (input.executionRetryable ?? true))) + ) { + throw new AsyncToolCallOwnershipError( + 'Async tool call does not match its persisted invocation' + ) + } + } + const existing = await getAsyncToolCall(input.toolCallId) + if (existing) { + assertInvocation(existing) return existing } @@ -716,7 +742,6 @@ export async function upsertAsyncToolCall(input: { } const now = new Date() - const args = sanitizeValueForJsonb(input.args ?? {}) const sealedContext = sanitizeValueForJsonb(input.sealedContext) const [row] = await traceMothershipQuery('INSERT', 'copilot_async_tool_calls', () => db @@ -727,6 +752,10 @@ export async function upsertAsyncToolCall(input: { toolCallId: input.toolCallId, toolName: input.toolName, args, + executableName, + targetWorkspaceId: input.targetWorkspaceId ?? null, + executionRetryable: input.executionRetryable ?? true, + assistantAction: input.assistantAction ?? null, status: incomingStatus, ...(sealedContext !== undefined ? { result: sealedContext } : {}), ...(input.permissionRequested ? { permissionRequestedAt: now } : {}), @@ -740,9 +769,7 @@ export async function upsertAsyncToolCall(input: { ) const persisted = row ?? (await getAsyncToolCall(input.toolCallId)) - if (persisted && persisted.runId !== effectiveRunId) { - throw new AsyncToolCallOwnershipError() - } + if (persisted) assertInvocation(persisted) return persisted } ) @@ -862,7 +889,8 @@ async function claimUnderRunAdmission( call: { toolCallId: string; runId: string; userId: string; desktopDeviceId?: string }, claimedBy: string, requireCurrentVersion: boolean, - claim: (tx: RunAdmissionTransaction, thisCall: SQL | undefined) => Promise + claim: (tx: RunAdmissionTransaction, thisCall: SQL | undefined) => Promise, + transaction?: DbTransaction ): Promise { return await withDbSpan( TraceSpan.CopilotAsyncRunsMarkAsyncToolStatus, @@ -873,47 +901,45 @@ async function claimUnderRunAdmission( [TraceAttr.RunId]: call.runId, [TraceAttr.CopilotAsyncToolClaimedBy]: claimedBy, }, - () => - traceMothershipTransaction( - 'claim_tool', - async (tx) => { - const [run] = await traceMothershipQuery('SELECT FOR UPDATE', 'copilot_runs', () => - tx - .select({ - toolExecutionVersion: copilotRuns.toolExecutionVersion, - toolAdmissionClosedAt: copilotRuns.toolAdmissionClosedAt, - status: copilotRuns.status, - }) - .from(copilotRuns) - .where( - and( - eq(copilotRuns.id, call.runId), - eq(copilotRuns.userId, call.userId), - call.desktopDeviceId - ? eq(copilotRuns.desktopDeviceId, call.desktopDeviceId) - : undefined - ) + () => { + const execute = async ( + tx: DbTransaction + ): Promise => { + const [run] = await traceMothershipQuery('SELECT FOR UPDATE', 'copilot_runs', () => + tx + .select({ + toolExecutionVersion: copilotRuns.toolExecutionVersion, + toolAdmissionClosedAt: copilotRuns.toolAdmissionClosedAt, + status: copilotRuns.status, + }) + .from(copilotRuns) + .where( + and( + eq(copilotRuns.id, call.runId), + eq(copilotRuns.userId, call.userId), + call.desktopDeviceId + ? eq(copilotRuns.desktopDeviceId, call.desktopDeviceId) + : undefined ) - .for('update') - ) - // The run is not bound to the claiming device: the call is not this device's to take. - if (!run && call.desktopDeviceId) return { outcome: 'existing' } - if ( - !run || - (requireCurrentVersion && run.toolExecutionVersion !== SIM_TOOL_EXECUTION_VERSION) - ) - throw new Error('Tool execution ownership is unavailable for this run') - if (run.toolAdmissionClosedAt || TERMINAL_RUN_STATUSES.includes(run.status)) - return { outcome: 'closed' } - return claim( - tx, - and( - eq(copilotAsyncToolCalls.toolCallId, call.toolCallId), - eq(copilotAsyncToolCalls.runId, call.runId) ) + .for('update') + ) + // The run is not bound to the claiming device: the call is not this device's to take. + if (!run && call.desktopDeviceId) return { outcome: 'existing' } + if (!run || (requireCurrentVersion && !supportsSimToolExecution(run.toolExecutionVersion))) + throw new Error('Tool execution ownership is unavailable for this run') + if (run.toolAdmissionClosedAt || TERMINAL_RUN_STATUSES.includes(run.status)) + return { outcome: 'closed' } + return claim( + tx, + and( + eq(copilotAsyncToolCalls.toolCallId, call.toolCallId), + eq(copilotAsyncToolCalls.runId, call.runId) ) - } - ) + ) + } + return transaction ? execute(transaction) : traceMothershipTransaction('claim_tool', execute) + } ) } @@ -926,7 +952,18 @@ export type ToolExecutionClaim = /** A Sim handler's claim, which also reports an unclaimed call too late to start. */ export type SimToolExecutionClaim = - | ToolExecutionClaim + | Exclude + | { + outcome: 'claimed' + invocation: { + executableName: string | null + targetWorkspaceId: string | null + args: Record + assistantAction?: typeof copilotAsyncToolCalls.$inferSelect.assistantAction + } + } + | { outcome: 'awaiting_permission' } + | { outcome: 'permission_denied' } /** Admitted but unclaimed, with too little of its deadline left to start: nothing ran it. */ | { outcome: 'too_late' } @@ -980,6 +1017,7 @@ const pendingTooLateToStart = allOf( */ const interruptedSimExecution = allOf( unfinishedSimExecution, + eq(copilotAsyncToolCalls.executionRetryable, true), sql`${copilotAsyncToolCalls.executionLeaseExpiresAt} <= clock_timestamp()`, lt(copilotAsyncToolCalls.executionAttempts, SIM_TOOL_EXECUTION_MAX_ATTEMPTS), not(tooLateToStart) @@ -1004,52 +1042,111 @@ const rerunnableSimExecution = allOf( * result both require the token and an unexpired lease. A pending call too late to start is left * unclaimed, under the same admission check, for its caller to settle as never run. */ -export async function claimToolExecution( - owner: SimToolExecutionOwner +async function claimSimToolExecution( + owner: SimToolExecutionOwner, + assistant: boolean, + transaction?: DbTransaction ): Promise { - return await claimUnderRunAdmission(owner, 'sim-stream', true, async (tx, thisCall) => { - const startedAt = new Date() - const [claimed] = await traceMothershipQuery('UPDATE', 'copilot_async_tool_calls', () => - tx - .update(copilotAsyncToolCalls) - .set({ - status: ASYNC_TOOL_STATUS.running, - claimedBy: 'sim-stream', - claimedAt: startedAt, - executionStartedAt: startedAt, - executionOwnerToken: owner.ownerToken, - executionLeaseExpiresAt: sql`clock_timestamp() + ${SIM_TOOL_EXECUTION_LEASE_SECONDS} * interval '1 second'`, - executionAttempts: sql`${copilotAsyncToolCalls.executionAttempts} + 1`, - updatedAt: startedAt, - }) - .where( - and( - thisCall, - or( - and( - isNull(copilotAsyncToolCalls.executionStartedAt), - inArray(copilotAsyncToolCalls.status, [ - ASYNC_TOOL_STATUS.pending, - ASYNC_TOOL_STATUS.running, - ]), - not(pendingTooLateToStart) - ), - interruptedSimExecution + return await claimUnderRunAdmission( + owner, + 'sim-stream', + true, + async (tx, thisCall) => { + const startedAt = new Date() + const [claimed] = await traceMothershipQuery('UPDATE', 'copilot_async_tool_calls', () => + tx + .update(copilotAsyncToolCalls) + .set({ + status: ASYNC_TOOL_STATUS.running, + claimedBy: 'sim-stream', + claimedAt: startedAt, + executionStartedAt: startedAt, + executionOwnerToken: owner.ownerToken, + executionLeaseExpiresAt: sql`clock_timestamp() + ${SIM_TOOL_EXECUTION_LEASE_SECONDS} * interval '1 second'`, + executionAttempts: sql`${copilotAsyncToolCalls.executionAttempts} + 1`, + updatedAt: startedAt, + }) + .where( + and( + thisCall, + executableToolPermission(), + assistant + ? isNotNull(copilotAsyncToolCalls.assistantAction) + : isNull(copilotAsyncToolCalls.assistantAction), + or( + and( + isNull(copilotAsyncToolCalls.executionStartedAt), + inArray(copilotAsyncToolCalls.status, [ + ASYNC_TOOL_STATUS.pending, + ASYNC_TOOL_STATUS.running, + ]), + not(pendingTooLateToStart) + ), + interruptedSimExecution + ) ) ) - ) - .returning({ id: copilotAsyncToolCalls.id }) - ) - if (claimed) return { outcome: 'claimed' } as const - const [record] = await traceMothershipQuery('SELECT', 'copilot_async_tool_calls', () => - tx - .select({ tooLate: sql`${pendingTooLateToStart}` }) - .from(copilotAsyncToolCalls) - .where(thisCall) - ) - if (!record) throw new Error('Tool execution record is unavailable') - return record.tooLate ? ({ outcome: 'too_late' } as const) : ({ outcome: 'existing' } as const) - }) + .returning({ + executableName: copilotAsyncToolCalls.executableName, + targetWorkspaceId: copilotAsyncToolCalls.targetWorkspaceId, + args: copilotAsyncToolCalls.args, + approvedArgs: copilotAsyncToolCalls.approvedArgs, + assistantAction: copilotAsyncToolCalls.assistantAction, + }) + ) + if (claimed) { + const args = toRecordOrNull(claimed.approvedArgs ?? claimed.args) + if (!args) throw new Error('Tool execution arguments are unavailable') + return { + outcome: 'claimed', + invocation: { + executableName: claimed.executableName, + targetWorkspaceId: claimed.targetWorkspaceId, + args, + assistantAction: claimed.assistantAction, + }, + } as const + } + const [record] = await traceMothershipQuery('SELECT', 'copilot_async_tool_calls', () => + tx + .select({ + tooLate: sql`${pendingTooLateToStart}`, + status: copilotAsyncToolCalls.status, + permissionRequestedAt: copilotAsyncToolCalls.permissionRequestedAt, + permissionDecision: copilotAsyncToolCalls.permissionDecision, + }) + .from(copilotAsyncToolCalls) + .where(thisCall) + ) + if (!record) throw new Error('Tool execution record is unavailable') + if ( + assistant && + record.status === ASYNC_TOOL_STATUS.pending && + record.permissionDecision === 'skip' + ) + return { outcome: 'permission_denied' } as const + if (record.status === ASYNC_TOOL_STATUS.pending && isAwaitingToolPermission(record)) { + return { outcome: 'awaiting_permission' } as const + } + return record.tooLate + ? ({ outcome: 'too_late' } as const) + : ({ outcome: 'existing' } as const) + }, + transaction + ) +} + +/** Ordinary execution cannot admit a call bound to an Assistant permission policy. */ +export function claimToolExecution(owner: SimToolExecutionOwner): Promise { + return claimSimToolExecution(owner, false) +} + +/** Called inside the authorized Assistant use case, after current account and policy locks. */ +export function claimAssistantToolExecution( + owner: SimToolExecutionOwner, + transaction: DbTransaction +): Promise { + return claimSimToolExecution(owner, true, transaction) } /** The desktop app acting on a pending call it was handed, before any effect on the machine. */ @@ -1278,6 +1375,7 @@ export async function revokeExhaustedSimToolExecutions(runId: string) { and( eq(copilotAsyncToolCalls.runId, runId), or( + eq(copilotAsyncToolCalls.executionRetryable, false), gte(copilotAsyncToolCalls.executionAttempts, SIM_TOOL_EXECUTION_MAX_ATTEMPTS), tooLateToStart ) @@ -1404,7 +1502,7 @@ export async function recordSimSandboxProcess( .for('update') if ( !run || - run.version !== SIM_TOOL_EXECUTION_VERSION || + !supportsSimToolExecution(run.version) || run.closedAt || TERMINAL_RUN_STATUSES.includes(run.status) ) { @@ -1604,7 +1702,7 @@ export async function prepareWorkbenchAccess( if ( !latest || latest.id !== input.runId || - latest.toolExecutionVersion !== SIM_TOOL_EXECUTION_VERSION || + !supportsSimToolExecution(latest.toolExecutionVersion) || latest.toolAdmissionClosedAt || TERMINAL_RUN_STATUSES.includes(latest.status) ) { @@ -1727,7 +1825,7 @@ export async function closeStreamToolAdmission(streamId: string, userId: string) }) .where(and(eq(copilotRuns.streamId, streamId), eq(copilotRuns.userId, userId))) .returning({ version: copilotRuns.toolExecutionVersion }) - return run?.version === SIM_TOOL_EXECUTION_VERSION + return supportsSimToolExecution(run?.version) } ) } @@ -1752,7 +1850,7 @@ export async function areStreamToolExecutionsSettled( and( eq(copilotRuns.streamId, streamId), eq(copilotRuns.userId, userId), - eq(copilotRuns.toolExecutionVersion, SIM_TOOL_EXECUTION_VERSION), + inArray(copilotRuns.toolExecutionVersion, [...SUPPORTED_SIM_TOOL_EXECUTION_VERSIONS]), isNotNull(copilotRuns.toolAdmissionClosedAt) ) ) @@ -1796,7 +1894,7 @@ export async function getUnsettledClientWorkflowExecutions( and( eq(copilotRuns.streamId, streamId), eq(copilotRuns.userId, userId), - eq(copilotRuns.toolExecutionVersion, SIM_TOOL_EXECUTION_VERSION), + inArray(copilotRuns.toolExecutionVersion, [...SUPPORTED_SIM_TOOL_EXECUTION_VERSIONS]), isNotNull(copilotRuns.toolAdmissionClosedAt), isNotNull(copilotAsyncToolCalls.clientWorkflowExecutionId), isNotNull(copilotAsyncToolCalls.executionStartedAt), @@ -1843,7 +1941,7 @@ export async function claimWorkflowToolExecution( .for('update', { of: copilotRuns }) if ( !run || - run.version !== SIM_TOOL_EXECUTION_VERSION || + !supportsSimToolExecution(run.version) || run.closedAt || TERMINAL_RUN_STATUSES.includes(run.status) ) @@ -2166,7 +2264,8 @@ export async function replaceTerminalAsyncToolCallResult(input: { */ export async function recordToolPermissionDecision( toolCallId: string, - decision: CopilotToolPermissionDecision + decision: CopilotToolPermissionDecision, + options?: { approvedArgs: Record; executor?: DbTransaction } ) { return await withDbSpan( TraceSpan.CopilotAsyncRunsMarkAsyncToolStatus, @@ -2178,11 +2277,14 @@ export async function recordToolPermissionDecision( }, async () => { const now = new Date() - const [row] = await db + const [row] = await (options?.executor ?? db) .update(copilotAsyncToolCalls) .set({ permissionDecision: decision, permissionDecidedAt: now, + ...(options && isExecutableToolPermissionDecision(decision) + ? { approvedArgs: sanitizeValueForJsonb(options.approvedArgs) } + : {}), // No pickup window runs while the user decides: a gated call is offered afresh once // allowed. A call that was never gated keeps the window it was offered with. pickupDeadlineAt: sql`CASE WHEN ${copilotAsyncToolCalls.permissionRequestedAt} IS NULL THEN ${copilotAsyncToolCalls.pickupDeadlineAt} END`, @@ -2192,7 +2294,12 @@ export async function recordToolPermissionDecision( and( eq(copilotAsyncToolCalls.toolCallId, toolCallId), isNull(copilotAsyncToolCalls.permissionDecision), - eq(copilotAsyncToolCalls.status, ASYNC_TOOL_STATUS.pending) + options?.executor ? undefined : isNull(copilotAsyncToolCalls.assistantAction), + eq(copilotAsyncToolCalls.status, ASYNC_TOOL_STATUS.pending), + isNull(copilotAsyncToolCalls.executionStartedAt), + options + ? sql`EXISTS (SELECT 1 FROM ${copilotRuns} r WHERE r.id = ${copilotAsyncToolCalls.runId} AND r.tool_execution_version = ${SIM_TOOL_EXECUTION_VERSION})` + : undefined ) ) .returning() diff --git a/apps/sim/lib/mothership/async-runs/tool-identity.integration.ts b/apps/sim/lib/mothership/async-runs/tool-identity.integration.ts index e7cd63582c9..0081d2d1f2b 100644 --- a/apps/sim/lib/mothership/async-runs/tool-identity.integration.ts +++ b/apps/sim/lib/mothership/async-runs/tool-identity.integration.ts @@ -44,6 +44,10 @@ vi.mock('@sim/db', () => ({ if (!database.current) throw new Error('PostgreSQL test database is not initialized') return Reflect.apply(database.current.update, database.current, args) }, + transaction: (...args: unknown[]) => { + if (!database.current) throw new Error('PostgreSQL test database is not initialized') + return Reflect.apply(database.current.transaction, database.current, args) + }, }, })) vi.mock('@/lib/mothership/request/otel', () => ({ markSpanForError: vi.fn() })) @@ -56,6 +60,7 @@ vi.mock('@/lib/core/config/redis', () => ({ import { AsyncToolCallOwnershipError } from '@/lib/mothership/async-runs/errors' import * as asyncRepository from '@/lib/mothership/async-runs/repository' import { + claimToolExecution, completeAsyncToolCall, getAsyncToolCall, recordToolPermissionDecision, @@ -123,6 +128,12 @@ describe('Copilot tool identity with PostgreSQL', () => { CREATE TEMP TABLE copilot_async_tool_calls (LIKE public.copilot_async_tool_calls INCLUDING DEFAULTS INCLUDING CONSTRAINTS INCLUDING INDEXES) `) + await connection.unsafe(` + CREATE TEMP TABLE copilot_runs + (LIKE public.copilot_runs INCLUDING DEFAULTS INCLUDING CONSTRAINTS INCLUDING INDEXES) + `) + await connection`INSERT INTO copilot_runs (id, execution_id, chat_id, stream_id, user_id, tool_execution_version) + VALUES (${firstRunId}, ${generateId()}, ${generateId()}, ${generateId()}, 'approval-user', 3)` if (redisUrl) { redisState.current = new Redis(redisUrl, { maxRetriesPerRequest: 1 }) await redisState.current.ping() @@ -179,6 +190,235 @@ describe('Copilot tool identity with PostgreSQL', () => { expect(await getAsyncToolCall(providerId)).toEqual(legacy) }) + it.each([ + { operationVersion: 2, effect: 'read' as const, credentialId: 'account-one' }, + { operationVersion: 1, effect: 'write' as const, credentialId: 'account-one' }, + { operationVersion: 1, effect: 'read' as const, credentialId: 'account-two' }, + undefined, + ])( + 'refuses a replay that changes or removes its Assistant authority: %j', + async (assistantAction) => { + const invocation = { + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_list_labels_v2', + args: { credential: 'account-one' }, + assistantAction: { + operationVersion: 1, + effect: 'read' as const, + credentialId: 'account-one', + }, + } + const original = await upsertAsyncToolCall(invocation) + await expect(upsertAsyncToolCall({ ...invocation, assistantAction })).rejects.toBeInstanceOf( + AsyncToolCallOwnershipError + ) + expect(await getAsyncToolCall(firstId)).toEqual(original) + } + ) + + it.each([ + { toolName: 'gmail_send', args: { to: 'review@example.test', body: 'Reviewed' } }, + { toolName: 'gmail_draft_v2', args: { to: 'other@example.test', body: 'Reviewed' } }, + { toolName: 'gmail_draft_v2', args: { to: 'review@example.test', body: 'Changed' } }, + ])('refuses a replay that changes the persisted proposal: $toolName $args', async (replay) => { + const original = await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_draft_v2', + args: { to: 'review@example.test', body: 'Reviewed' }, + permissionRequested: true, + }) + await expect( + upsertAsyncToolCall({ runId: firstRunId, toolCallId: firstId, ...replay }) + ).rejects.toBeInstanceOf(AsyncToolCallOwnershipError) + expect(await getAsyncToolCall(firstId)).toEqual(original) + }) + + it('accepts an identical proposal replay regardless of JSON object key order', async () => { + const original = await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_draft_v2', + args: { to: 'review@example.test', message: { body: 'Reviewed', subject: 'Draft' } }, + }) + expect( + await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_draft_v2', + args: { message: { subject: 'Draft', body: 'Reviewed' }, to: 'review@example.test' }, + }) + ).toEqual(original) + }) + + it('rejects a conflicting invocation that loses the first-insert race', async () => { + const attempts = await Promise.allSettled( + ['first@example.test', 'second@example.test'].map((to) => + upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_draft_v2', + args: { to }, + permissionRequested: true, + }) + ) + ) + expect(attempts.filter((attempt) => attempt.status === 'fulfilled')).toHaveLength(1) + const rejected = attempts.find((attempt) => attempt.status === 'rejected') + expect(rejected?.reason).toBeInstanceOf(AsyncToolCallOwnershipError) + }) + + it.each([ + { executableName: 'other_operation', targetWorkspaceId: 'reviewed-workspace' }, + { executableName: 'reviewed_operation', targetWorkspaceId: 'other-workspace' }, + ])('refuses a replay that changes executable context: %j', async (replay) => { + const original = await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'display_operation', + executableName: 'reviewed_operation', + targetWorkspaceId: 'reviewed-workspace', + permissionRequested: true, + }) + await expect( + upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'display_operation', + ...replay, + }) + ).rejects.toBeInstanceOf(AsyncToolCallOwnershipError) + expect(await getAsyncToolCall(firstId)).toEqual(original) + }) + + it.each([null, 'skip'] as const)( + 'cannot claim an unapproved or declined Sim action: %s', + async (decision) => { + await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_draft_v2', + args: { to: 'review@example.test' }, + permissionRequested: true, + }) + if (decision) await recordToolPermissionDecision(firstId, decision) + expect( + await claimToolExecution({ + toolCallId: firstId, + runId: firstRunId, + userId: 'approval-user', + ownerToken: generateId(), + }) + ).toEqual({ outcome: 'awaiting_permission' }) + expect(await getAsyncToolCall(firstId)).toMatchObject({ + status: 'pending', + executionStartedAt: null, + executionAttempts: 0, + }) + } + ) + + it('admits exactly one execution after a durable approval', async () => { + await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_draft_v2', + permissionRequested: true, + }) + await recordToolPermissionDecision(firstId, 'allow') + const claims = await Promise.all( + Array.from({ length: 12 }, () => + claimToolExecution({ + toolCallId: firstId, + runId: firstRunId, + userId: 'approval-user', + ownerToken: generateId(), + }) + ) + ) + expect(claims.filter((claim) => claim.outcome === 'claimed')).toHaveLength(1) + expect(await getAsyncToolCall(firstId)).toMatchObject({ executionAttempts: 1 }) + }) + + it('never lets another actor consume an approved action', async () => { + await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_draft_v2', + permissionRequested: true, + }) + await recordToolPermissionDecision(firstId, 'allow') + await expect( + claimToolExecution({ + toolCallId: firstId, + runId: firstRunId, + userId: 'another-user', + ownerToken: generateId(), + }) + ).rejects.toThrow('ownership is unavailable') + expect(await getAsyncToolCall(firstId)).toMatchObject({ + status: 'pending', + executionAttempts: 0, + }) + }) + + it('executes the winning approved edits while preserving the original proposal', async () => { + const original = { issueKey: 'TEST-42', body: 'Proposed comment' } + const edited = { issueKey: 'TEST-42', body: 'Reviewed comment' } + await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'jira_add_comment', + args: original, + permissionRequested: true, + executionRetryable: false, + }) + const decisions = await Promise.all([ + recordToolPermissionDecision(firstId, 'allow', { approvedArgs: edited }), + recordToolPermissionDecision(firstId, 'skip'), + ]) + expect(decisions.filter(Boolean)).toHaveLength(1) + const winner = decisions.find((decision) => decision !== null) + const claim = await claimToolExecution({ + toolCallId: firstId, + runId: firstRunId, + userId: 'approval-user', + ownerToken: generateId(), + }) + if (winner?.permissionDecision === 'allow') { + expect(claim).toMatchObject({ + outcome: 'claimed', + invocation: { executableName: 'jira_add_comment', args: edited }, + }) + } else { + expect(claim).toEqual({ outcome: 'awaiting_permission' }) + } + expect((await getAsyncToolCall(firstId))?.args).toEqual(original) + }) + + it('never repeats an external write after its executor dies with an unknown outcome', async () => { + await upsertAsyncToolCall({ + runId: firstRunId, + toolCallId: firstId, + toolName: 'gmail_draft_v2', + executionRetryable: false, + permissionRequested: true, + }) + await recordToolPermissionDecision(firstId, 'allow') + const owner = { toolCallId: firstId, runId: firstRunId, userId: 'approval-user' } + expect(await claimToolExecution({ ...owner, ownerToken: generateId() })).toMatchObject({ + outcome: 'claimed', + }) + await connection`UPDATE copilot_async_tool_calls + SET execution_lease_expires_at = clock_timestamp() - interval '1 second' + WHERE tool_call_id = ${firstId}` + expect(await claimToolExecution({ ...owner, ownerToken: generateId() })).toEqual({ + outcome: 'existing', + }) + expect((await getAsyncToolCall(firstId))?.executionAttempts).toBe(1) + }) + it('settles and replaces only the intended current run, preserving the legacy completion', async () => { const legacy = await getAsyncToolCall(providerId) await createCurrentCalls() diff --git a/apps/sim/lib/mothership/chat/organization-chats.ts b/apps/sim/lib/mothership/chat/organization-chats.ts index 33007ef3755..b19a26295a1 100644 --- a/apps/sim/lib/mothership/chat/organization-chats.ts +++ b/apps/sim/lib/mothership/chat/organization-chats.ts @@ -195,6 +195,15 @@ export const organizationChatDelegationOperations = { delegationAudience: 'sim:knowledge', delegatedServices: ['copilot'], }), + assistantActions: defineOrganizationOperation({ + id: 'organization.chats.assistant_actions', + contentDelivery: 'none', + minimumRole: 'member', + principalKinds: ['organization_delegated'], + delegatedServices: ['copilot'], + delegationAudience: 'sim:assistant-actions', + capability: 'copilot.use', + }), secrets: defineOrganizationOperation({ id: 'organization.chats.secrets', contentDelivery: 'none', diff --git a/apps/sim/lib/mothership/chat/payload.test.ts b/apps/sim/lib/mothership/chat/payload.test.ts index d4c5107a772..f03b1829049 100644 --- a/apps/sim/lib/mothership/chat/payload.test.ts +++ b/apps/sim/lib/mothership/chat/payload.test.ts @@ -1,3 +1,4 @@ +import { organization } from '@sim/db/schema' import { envFlagsMockFns, resetEnvFlagsMock, workflowsUtilsMock } from '@sim/testing' import { createSessionPrincipal } from '@sim/testing/factories/principal.factory' import { billingPlanHelpersMock } from '@sim/testing/mocks/billing-plan-helpers.mock' @@ -5,6 +6,11 @@ import { billingSubscriptionMock, billingSubscriptionMockFns, } from '@sim/testing/mocks/billing-subscription.mock' +import { + credentialGroupsServiceMock, + credentialGroupsServiceMockFns, +} from '@sim/testing/mocks/credential-groups-service.mock' +import { queueTableRows, resetDbChainMock } from '@sim/testing/mocks/database.mock' import { featureFlagsMock, featureFlagsMockFns } from '@sim/testing/mocks/feature-flags.mock' import { integrationsAvailabilityMock, @@ -71,6 +77,7 @@ vi.mock('@/lib/mothership/chat/workspace-inventory', () => ({ truncated: [], })), })) +vi.mock('@/lib/credential-groups/service', () => credentialGroupsServiceMock) vi.mock('@/lib/core/config/feature-flags', () => featureFlagsMock) vi.mock('@/lib/dashboards/application/availability', () => ({ readDashboardAvailability: { execute: mockDashboardAvailability }, @@ -695,6 +702,15 @@ describe('buildCopilotRequestPayload', () => { describe('Assistant payload', () => { afterEach(() => vi.mocked(getExposedIntegrationTools).mockReset()) beforeEach(() => { + resetDbChainMock() + for (let i = 0; i < 4; i++) queueTableRows(organization, [{ metadata: {} }]) + credentialGroupsServiceMockFns.mockGetOrganizationAccountsGroup.mockResolvedValue({ + status: 'active', + options: [ + { provider: 'github-repositories', status: 'active' }, + { provider: 'gmail', status: 'active' }, + ], + }) resetEnvFlagsMock() mockGetUserPermissionConfig.mockResolvedValue(null) mockIsOAuthServiceDeploymentAvailable.mockReturnValue(true) diff --git a/apps/sim/lib/mothership/chat/payload.ts b/apps/sim/lib/mothership/chat/payload.ts index 85fdef2fd74..a3cbb5a2e00 100644 --- a/apps/sim/lib/mothership/chat/payload.ts +++ b/apps/sim/lib/mothership/chat/payload.ts @@ -4,11 +4,15 @@ import { createLogger } from '@sim/logger' import { isPermissionType, permissionSatisfies } from '@sim/platform-authz/predicates' import { toError } from '@sim/utils/errors' import { LRUCache } from 'lru-cache' +import { assistantSearchSourceForProvider } from '@/lib/assistant-actions/providers' import { getHighestPrioritySubscription } from '@/lib/billing/core/subscription' import { isPaid } from '@/lib/billing/plan-helpers' import { isComputerUseAvailableFor } from '@/lib/computer-use/application/availability' import { isHosted } from '@/lib/core/config/env-flags' import { yieldWhenSliceExpires } from '@/lib/core/utils/event-loop' +import { OrganizationAccountsSetupRequiredError } from '@/lib/credential-groups/organization-setup' +import { findCredentialGroupProviderFromProviderId } from '@/lib/credential-groups/providers' +import { getOrganizationAccountsGroup } from '@/lib/credential-groups/service' import { isOAuthServiceDeploymentAvailable } from '@/lib/integrations/availability.server' import { getExposedIntegrationTools } from '@/lib/integrations/tool-catalog' import { @@ -38,11 +42,11 @@ import { import type { VfsSnapshotV1 } from '@/lib/mothership/generated/vfs-snapshot-v1' import { getToolEntry } from '@/lib/mothership/tool-executor/router' import { getCopilotToolDescription } from '@/lib/mothership/tools/descriptions' -import { providerIdsForService } from '@/lib/oauth/utils' import { listOrganizationSecretNames } from '@/lib/organization-secrets/application/use-cases' import { capabilityDeniedBy } from '@/lib/permission-groups/capability-assertions' import { getUserPermissionConfigForOrganization } from '@/lib/permission-groups/resolve.server' -import { SEARCH_CONNECTORS } from '@/lib/sim-search/connectors' +import { requiresScopedRetrieval } from '@/lib/sim-search/live/policy-schema' +import { livePolicyFor, loadLiveSearchPolicies } from '@/lib/sim-search/live/policy-store' import { trackChatUpload } from '@/lib/uploads/contexts/workspace/file-manager' import { deriveHostedApiKeySupport } from '@/tools/hosted-api-key' import { getToolMetadata } from '@/tools/metadata' @@ -123,6 +127,7 @@ export interface ToolSchema { */ operation?: string oauth?: { required: boolean; provider: string } + assistant?: { effect: 'read' | 'write'; version: number } } interface BuildIntegrationToolSchemasOptions { @@ -235,25 +240,40 @@ export async function buildIntegrationToolSchemas( } if (options.organizationId && personalAccountsOnly) { - const approvals = await listOrganizationSearchApprovals(options.organizationId) - const providers = new Set( - SEARCH_CONNECTORS.filter((connector) => approvals.get(connector.type) === true).map( - (connector) => connector.providerId - ) + const [approvals, group, policies] = await Promise.all([ + listOrganizationSearchApprovals(options.organizationId), + getOrganizationAccountsGroup(options.organizationId).catch((error) => { + if (error instanceof OrganizationAccountsSetupRequiredError) return null + throw error + }), + loadLiveSearchPolicies({ organizationId: options.organizationId }), + ]) + const configured = new Set( + group?.status === 'active' + ? group.options + .filter((option) => option.status === 'active') + .map((option) => option.provider) + : [] ) return schemas.filter((schema) => { const original = getToolMetadata(schema.name) const metadata = original ? projectAssistantConnectedAccountTool(original) : undefined + if (!metadata?.oauth?.required || metadata.personalToken) return false + const oauthProvider = metadata.oauth.provider + const provider = findCredentialGroupProviderFromProviderId(oauthProvider) + if (!provider || !configured.has(provider)) return false + const source = assistantSearchSourceForProvider(oauthProvider) return ( - !metadata?.personalToken && - metadata?.oauth?.required && - providerIdsForService(metadata.oauth.provider).some((providerId) => - providers.has(providerId) - ) + !source || + (approvals.get(source) === true && + !requiresScopedRetrieval(source, livePolicyFor(policies, source))) ) }) } - return schemas + + return personalAccountsOnly + ? schemas.filter((schema) => schema.assistant?.effect === 'read') + : schemas } async function buildIntegrationToolSchemaVariant( @@ -310,6 +330,14 @@ async function buildIntegrationToolSchemaVariant( service, operation, description, + ...(options.personalAccountsOnly && toolConfig.assistant + ? { + assistant: { + effect: toolConfig.assistant.effect, + version: toolConfig.assistant.version, + }, + } + : {}), input_schema: { ...userSchema }, ...(toolConfig.outputs && { outputs: Object.fromEntries( diff --git a/apps/sim/lib/mothership/chat/post.ts b/apps/sim/lib/mothership/chat/post.ts index e0ed949b5c4..8469f12a96a 100644 --- a/apps/sim/lib/mothership/chat/post.ts +++ b/apps/sim/lib/mothership/chat/post.ts @@ -799,7 +799,7 @@ export async function handleUnifiedChatPost(req: NextRequest) { body.contexts?.length) ) { return createBadRequestResponse( - 'Assistant uses the Enterprise Search index. Switch to Build to use workspace resources or workflows.' + 'Assistant uses the Enterprise Search index. Start a chat from Home to use workspace resources or workflows.' ) } diff --git a/apps/sim/lib/mothership/feature-flags.ts b/apps/sim/lib/mothership/feature-flags.ts index 2c9ea7361aa..20876ada065 100644 --- a/apps/sim/lib/mothership/feature-flags.ts +++ b/apps/sim/lib/mothership/feature-flags.ts @@ -12,7 +12,7 @@ export function isPlanModeEnabled(userId: string): Promise { return canUseBenchmarks(userId) } -/** One AppConfig gate controls Search integration discovery, execution, and prompt capability. */ +/** One deployment gate controls Search integration discovery, execution, and prompt capability. */ export function isSearchIntegrationToolsEnabled(): Promise { return isFeatureEnabled('mothership-search-integration-tools') } diff --git a/apps/sim/lib/mothership/generated/integration-catalog.ts b/apps/sim/lib/mothership/generated/integration-catalog.ts index 6ab35c91719..3698fa1f53c 100644 --- a/apps/sim/lib/mothership/generated/integration-catalog.ts +++ b/apps/sim/lib/mothership/generated/integration-catalog.ts @@ -52,6 +52,9 @@ export const IntegrationCatalogResponse = z.object({ toolId: z.string().min(1), service: z.string().optional(), description: z.string(), + assistant: z + .object({ effect: z.enum(["read", "write"]), version: z.number().int().positive() }) + .optional(), inputSchema: z.record(z.string(), z.unknown()).optional(), }), ), diff --git a/apps/sim/lib/mothership/integrations/application/catalog.ts b/apps/sim/lib/mothership/integrations/application/catalog.ts index c3b254edba6..3936fdc629a 100644 --- a/apps/sim/lib/mothership/integrations/application/catalog.ts +++ b/apps/sim/lib/mothership/integrations/application/catalog.ts @@ -235,6 +235,7 @@ export function projectIntegrationCatalog( toolId: tool.name, ...(tool.service ? { service: tool.service } : {}), description: tool.description, + ...(tool.assistant ? { assistant: tool.assistant } : {}), ...(targeted ? { inputSchema: tool.input_schema } : {}), })), } diff --git a/apps/sim/lib/mothership/request/application/abandoned-runs.integration.ts b/apps/sim/lib/mothership/request/application/abandoned-runs.integration.ts index 2a954363179..0c129e80cb0 100644 --- a/apps/sim/lib/mothership/request/application/abandoned-runs.integration.ts +++ b/apps/sim/lib/mothership/request/application/abandoned-runs.integration.ts @@ -217,7 +217,7 @@ async function runAbandonedMidTool( }) expect( await claimToolExecution({ toolCallId, runId, userId, ownerToken: 'dead-controller' }) - ).toEqual({ outcome: 'claimed' }) + ).toMatchObject({ outcome: 'claimed' }) await db .update(copilotAsyncToolCalls) .set({ @@ -542,7 +542,7 @@ describe.runIf(Boolean(redisUrl))('taking over a run whose controller died', () expect(await claimWorkflowToolExecution(toolCallId, generateId(), 'sim')).not.toBeNull() expect( await claimToolExecution({ toolCallId, runId, userId, ownerToken: 'successor' }) - ).toEqual({ outcome: 'claimed' }) + ).toMatchObject({ outcome: 'claimed' }) expect(await storedTool(toolCallId)).toMatchObject({ attempts: 2, ownerToken: 'successor' }) } finally { await db.update(copilotRuns).set({ status: 'cancelled' }).where(eq(copilotRuns.id, runId)) @@ -636,7 +636,7 @@ describe.runIf(Boolean(redisUrl))('taking over a run whose controller died', () .set({ executionLeaseExpiresAt: sql`clock_timestamp() - interval '1 second'` }) .where(eq(copilotAsyncToolCalls.toolCallId, toolCallId)) const successor = { toolCallId, runId, userId, ownerToken: 'successor' } - expect(await claimToolExecution(successor)).toEqual({ outcome: 'claimed' }) + expect(await claimToolExecution(successor)).toMatchObject({ outcome: 'claimed' }) await recordSimSandboxProcess({ ...successor, process: { id: 'own-command', sandboxId: 'sandbox-1', sessionKey }, @@ -725,7 +725,7 @@ describe.runIf(Boolean(redisUrl))('taking over a run whose controller died', () expect(await claimWorkflowToolExecution(toolCallId, generateId(), 'client')).toBeNull() expect(await claimWorkflowToolExecution(toolCallId, generateId(), 'sim')).not.toBeNull() const successor = { toolCallId, runId, userId, ownerToken: 'successor' } - expect(await claimToolExecution(successor)).toEqual({ outcome: 'claimed' }) + expect(await claimToolExecution(successor)).toMatchObject({ outcome: 'claimed' }) expect(await claimToolExecution({ ...successor, ownerToken: 'late-claimant' })).toEqual({ outcome: 'existing', }) @@ -775,7 +775,7 @@ describe.runIf(Boolean(redisUrl))('taking over a run whose controller died', () .where(eq(copilotAsyncToolCalls.toolCallId, interrupted)) await upsertAsyncToolCall({ runId, toolCallId: sibling, toolName: TOOL_NAME, args: {} }) const siblingOwner = { toolCallId: sibling, runId, userId, ownerToken: 'sibling' } - expect(await claimToolExecution(siblingOwner)).toEqual({ outcome: 'claimed' }) + expect(await claimToolExecution(siblingOwner)).toMatchObject({ outcome: 'claimed' }) /** The re-handed sibling runs first: its wait and its workbench access both revoke. */ await revokeExpiredSimToolExecutions({ runId, userId, toolCallId: sibling }) @@ -791,7 +791,7 @@ describe.runIf(Boolean(redisUrl))('taking over a run whose controller died', () userId, ownerToken: 'successor', }) - ).toEqual({ outcome: 'claimed' }) + ).toMatchObject({ outcome: 'claimed' }) } finally { await db.update(copilotRuns).set({ status: 'cancelled' }).where(eq(copilotRuns.id, runId)) } diff --git a/apps/sim/lib/mothership/request/go/stream.ts b/apps/sim/lib/mothership/request/go/stream.ts index a7a5ba38b29..818a77c83cd 100644 --- a/apps/sim/lib/mothership/request/go/stream.ts +++ b/apps/sim/lib/mothership/request/go/stream.ts @@ -40,6 +40,7 @@ import { parsePersistedStreamEventEnvelope, } from '@/lib/mothership/request/session' import { + forgetToolCallEvent, shouldSkipToolCallEvent, shouldSkipToolResultEvent, } from '@/lib/mothership/request/sse-utils' @@ -495,7 +496,14 @@ export async function runStreamLoop( }) } - await prePersistClientExecutableToolCall(streamEvent, context, options, execContext) + try { + await prePersistClientExecutableToolCall(streamEvent, context, options, execContext) + } catch (error) { + forgetToolCallEvent(context, streamEvent) + throw new StreamContinuityError('Tool preparation could not be recorded.', { + cause: error, + }) + } await prepareStreamImages( streamEvent, diff --git a/apps/sim/lib/mothership/request/handlers/handlers.test.ts b/apps/sim/lib/mothership/request/handlers/handlers.test.ts index 3eb6c5c1306..89127e9d8e0 100644 --- a/apps/sim/lib/mothership/request/handlers/handlers.test.ts +++ b/apps/sim/lib/mothership/request/handlers/handlers.test.ts @@ -367,6 +367,7 @@ describe('sse-handlers tool lifecycle', () => { runId: 'run-1', toolCallId: 'native-tool-1', toolName, + executableName: toolName, args, sealedContext: { __sealedClientToolContextV1: 'sealed-context' }, status: MothershipStreamV1AsyncToolRecordStatus.pending, @@ -422,6 +423,7 @@ describe('sse-handlers tool lifecycle', () => { runId: 'run-1', toolCallId: 'deploy-1', toolName: 'deploy_as_api', + executableName: 'deploy_as_api', args: { versionName: 'v2' }, status: MothershipStreamV1AsyncToolRecordStatus.pending, permissionRequested: true, @@ -613,6 +615,7 @@ describe('sse-handlers tool lifecycle', () => { runId: 'run-1', toolCallId: 'client-tool-1', toolName: 'run_workflow', + executableName: 'run_workflow', args: { workflowId: 'workflow-1' }, status: MothershipStreamV1AsyncToolRecordStatus.running, permissionRequested: false, diff --git a/apps/sim/lib/mothership/request/handlers/tool.ts b/apps/sim/lib/mothership/request/handlers/tool.ts index 5db40b04c59..6955e09ba01 100644 --- a/apps/sim/lib/mothership/request/handlers/tool.ts +++ b/apps/sim/lib/mothership/request/handlers/tool.ts @@ -1,8 +1,14 @@ +import type { AssistantActionBinding } from '@sim/db/schema' import { createLogger } from '@sim/logger' import { getErrorMessage, toError } from '@sim/utils/errors' +import { prepareOrganizationAssistantAction } from '@/lib/assistant-actions/application/admission' +import { resolveAssistantActionBinding } from '@/lib/assistant-actions/binding' +import { asOrchestrationError, OrchestrationError } from '@/lib/core/orchestration/types' import { withinDeadline } from '@/lib/core/utils/deadline' import { ringDesktopInbox } from '@/lib/desktop/executor/doorbell' import { getRunDesktopDeviceId } from '@/lib/desktop/executor/repository' +import { executeCopilotAssistantAction } from '@/lib/mothership/application/assistant-actions' +import { isAssistantIntegrationTool } from '@/lib/mothership/assistant/tool-policy' import { AsyncToolCallOwnershipError } from '@/lib/mothership/async-runs/errors' import type { AsyncCompletionSignal, @@ -32,6 +38,7 @@ import { } from '@/lib/mothership/request/session' import { markToolResultSeen, wasToolResultSeen } from '@/lib/mothership/request/sse-utils' import { setTerminalToolCallState } from '@/lib/mothership/request/tool-call-state' +import { settleToolCallFailure } from '@/lib/mothership/request/tools/call-failure' import { waitForClientToolCompletion } from '@/lib/mothership/request/tools/client' import { sealClientToolContext } from '@/lib/mothership/request/tools/client-completion-seal.server' import { @@ -79,6 +86,7 @@ import { isUserLocalVfsToolCall } from '@/lib/mothership/tools/local-filesystem' import { extractStreamingStringArgument } from '@/lib/mothership/tools/streaming-args' import { resolveWorkflowToolTargetId } from '@/lib/mothership/tools/workflow-tools' import { getBlockByToolName } from '@/blocks/registry' +import { getToolMetadata } from '@/tools/metadata' import { abortPendingToolIfStreamDead, addContentBlock, @@ -265,6 +273,43 @@ export async function prePersistClientExecutableToolCall( const ui = getToolCallUI(data) const catalogEntry = getToolEntry(data.toolName) const isInternal = ui.internal === true || catalogEntry?.internal === true + const assistantOperation = + execContext?.requestMode === 'assistant' && + execContext.organizationId && + isAssistantIntegrationTool(getToolMetadata(data.execName ?? data.toolName)) + let assistantAction: + | Awaited> + | undefined + let assistantBinding: AssistantActionBinding | undefined + let assistantRefusal: OrchestrationError | null = null + if (assistantOperation) { + if (!context.runId || !execContext) + throw new Error('Assistant actions require an active organization conversation.') + try { + assistantBinding = resolveAssistantActionBinding( + data.execName ?? data.toolName, + data.arguments ?? {} + ) + if (isInternal || ui.hidden === true || data.workspaceId) + throw new OrchestrationError( + 'forbidden', + 'Assistant actions require a visible call in an active organization conversation.' + ) + assistantAction = await executeCopilotAssistantAction( + { ...execContext, toolCallId: data.toolCallId }, + prepareOrganizationAssistantAction, + { + runId: context.runId, + toolCallId: data.toolCallId, + toolId: data.execName ?? data.toolName, + args: data.arguments ?? {}, + } + ) + } catch (error) { + assistantRefusal = asOrchestrationError(error) + if (!assistantRefusal || assistantRefusal.code === 'internal') throw error + } + } // Go stamps this for resolved integration operations; Sim stamps it below for // catalog-declared tools. Normalizing here means the dispatch path only ever @@ -274,15 +319,18 @@ export async function prePersistClientExecutableToolCall( // survives to the client with nothing gating it behind renders a card whose // buttons answer into the void. const frameRequestsApproval = data.status === TOOL_AWAITING_APPROVAL_STATUS - const gated = - !isInternal && - toolCallNeedsApproval( - data.toolName, - context, - options ?? {}, - frameRequestsApproval, - data.arguments - ) + const gated = assistantRefusal + ? false + : assistantAction + ? assistantAction.policy === 'ask' + : !isInternal && + toolCallNeedsApproval( + data.toolName, + context, + options ?? {}, + frameRequestsApproval, + data.arguments + ) if (gated) { data.status = TOOL_AWAITING_APPROVAL_STATUS } else if (frameRequestsApproval) { @@ -292,9 +340,9 @@ export async function prePersistClientExecutableToolCall( data.status = undefined } - if (isInternal) return + if (isInternal && !assistantOperation) return - if (!gated) { + if (!gated && !assistantOperation) { if (!ui.clientExecutable) return const delegateWorkflowRunToClient = isWorkflowToolName(data.toolName) @@ -347,7 +395,15 @@ export async function prePersistClientExecutableToolCall( runId: context.runId, toolCallId: data.toolCallId, toolName: data.toolName, + executableName: data.execName ?? data.toolName, + targetWorkspaceId: data.workspaceId, args: data.arguments, + ...(assistantBinding + ? { + assistantAction: assistantBinding, + executionRetryable: assistantBinding.effect === 'read', + } + : {}), sealedContext, // Desktop calls the desktop claims on pickup (browser, terminal, import, // and local reads when this turn's desktop or its bound background @@ -358,6 +414,7 @@ export async function prePersistClientExecutableToolCall( // running state. A gated tool is likewise pending: nothing has been // dispatched yet. status: + assistantOperation || gated || isClaimedOnPickup( data.toolName, @@ -369,13 +426,24 @@ export async function prePersistClientExecutableToolCall( permissionRequested: gated, executionDeadlineAt: toDeadlineDate(frameToolDeadlineAt(data.deadlineMs, Date.now())), }).catch((err) => { - if (err instanceof AsyncToolCallOwnershipError) throw err + if (assistantOperation || err instanceof AsyncToolCallOwnershipError) throw err logger.warn('Failed to pre-persist async tool row before forwarding call frame', { toolCallId: data.toolCallId, toolName: data.toolName, error: getErrorMessage(err), }) }) + if (assistantRefusal && execContext) { + const settlement = await settleToolCallFailure({ + toolCallId: data.toolCallId, + runId: context.runId, + userId: execContext.userId, + message: assistantRefusal.message, + data: { error: assistantRefusal.message, notStarted: true }, + unclaimedOnly: true, + }) + if (settlement === 'failed') throw new Error('Assistant refusal could not be recorded.') + } // The device lists the call for the user's decision; it claims it only once allowed. if (gated && desktopDeviceId) ringDesktopInbox(desktopDeviceId, 'approval') } @@ -574,7 +642,6 @@ async function handleCallPhase( const isGenerating = data.status === TOOL_CALL_STATUS.generating const isPartial = data.partial === true || isGenerating const existing = context.toolCalls.get(toolCallId) - if (existing && data.workspaceId) existing.targetWorkspaceId = data.workspaceId const activityDescription = normalizeToolActivityDescription(data.activityDescription) if (existing) { existing.agentId ??= agentId @@ -607,6 +674,8 @@ async function handleCallPhase( return } + if (existing && data.workspaceId) existing.targetWorkspaceId = data.workspaceId + if (isSubagent) { if (wasToolResultSeen(context, toolCallId) || existing?.endTime) { if (!rebindResolvedIntegrationCall(existing, toolName, args)) { @@ -951,7 +1020,13 @@ async function dispatchToolExecution( return fireToolExecution() } - const gated = toolCallNeedsApproval(toolName, context, options, frameRequestsApproval, args) + const assistantAction = + execContext.requestMode === 'assistant' && + execContext.organizationId && + isAssistantIntegrationTool(getToolMetadata(toolCall.execName ?? toolName)) + const gated = assistantAction + ? frameRequestsApproval + : toolCallNeedsApproval(toolName, context, options, frameRequestsApproval, args) if (gated || clientExecutable) await adoptRecordedToolDeadline(toolCall) if (gated) { registerPendingToolPromise( @@ -968,7 +1043,7 @@ async function dispatchToolExecution( context, options, startExecution, - !hiddenInUi + !hiddenInUi && (!assistantAction || options.interactive !== false) ) ) return diff --git a/apps/sim/lib/mothership/request/lifecycle/unattended.integration.ts b/apps/sim/lib/mothership/request/lifecycle/unattended.integration.ts index ebcd64d9b5c..c1254b1c987 100644 --- a/apps/sim/lib/mothership/request/lifecycle/unattended.integration.ts +++ b/apps/sim/lib/mothership/request/lifecycle/unattended.integration.ts @@ -139,6 +139,7 @@ import { ABANDONED_RUN_CURSOR_KEY } from '@/lib/mothership/async-runs/orphaned-r import { chatPubSub } from '@/lib/mothership/chat-status' import { takeOverAbandonedRuns } from '@/lib/mothership/request/application/abandoned-runs' import { startUnattendedTurn } from '@/lib/mothership/request/lifecycle/unattended' +import { readEvents } from '@/lib/mothership/request/session/buffer' import { chatStreamLockKey, StreamControllerSupersededError, @@ -316,6 +317,16 @@ describe.runIf(Boolean(redisUrl))('an unattended turn with no browser attached', expect(await start()).toBe('duplicate') for (let death = 1; death <= 3; death++) { + await waitFor( + async () => + (await readEvents(occurrenceId, '0')).some( + (event) => + event.type === 'text' && + event.payload.channel === 'assistant' && + event.payload.text === parts[death - 1] + ), + 'the current leg text to persist before the process dies' + ) await killController(chatId, occurrenceId) await takeOverUntilReattached(occurrenceId) if (death < 3) await waitFor(async () => worker.open.has(occurrenceId), 'the next leg') diff --git a/apps/sim/lib/mothership/request/session/stream-recovery.integration.ts b/apps/sim/lib/mothership/request/session/stream-recovery.integration.ts index afd820d1c9c..8103bd78a62 100644 --- a/apps/sim/lib/mothership/request/session/stream-recovery.integration.ts +++ b/apps/sim/lib/mothership/request/session/stream-recovery.integration.ts @@ -267,7 +267,7 @@ describe.runIf(Boolean(redisUrl))('recovering a run whose ring lost its head', ( }) expect( await claimToolExecution({ toolCallId: simCallId, runId, userId, ownerToken: 'dead' }) - ).toEqual({ outcome: 'claimed' }) + ).toMatchObject({ outcome: 'claimed' }) await completeOwnedSimToolCall( { toolCallId: simCallId, status: 'completed', result: storedResult }, 'dead' diff --git a/apps/sim/lib/mothership/request/sse-utils.ts b/apps/sim/lib/mothership/request/sse-utils.ts index 064d4fe3beb..890fc7334b0 100644 --- a/apps/sim/lib/mothership/request/sse-utils.ts +++ b/apps/sim/lib/mothership/request/sse-utils.ts @@ -61,6 +61,12 @@ export function shouldSkipToolCallEvent(scope: DedupeScope, event: StreamEvent): return false } +/** Let a retry reapply an authoritative call whose durable preparation failed. */ +export function forgetToolCallEvent(scope: DedupeScope, event: StreamEvent): void { + if (isToolCallStreamEvent(event)) + scope.seenToolCalls.delete(toolCallDedupeKey(event.payload.toolCallId, event.payload.toolName)) +} + function isPathlessVfsGeneratingEvent(event: ToolCallStreamEvent): boolean { if (event.payload.status !== TOOL_CALL_STATUS.generating) return false if (event.payload.toolName !== 'read' && event.payload.toolName !== 'glob') return false diff --git a/apps/sim/lib/mothership/request/tools/call-failure.ts b/apps/sim/lib/mothership/request/tools/call-failure.ts index a74442b102a..5c9d65bd249 100644 --- a/apps/sim/lib/mothership/request/tools/call-failure.ts +++ b/apps/sim/lib/mothership/request/tools/call-failure.ts @@ -1,12 +1,8 @@ import { createLogger } from '@sim/logger' import { toError } from '@sim/utils/errors' import { MothershipStreamV1ToolOutcome } from '@/lib/mothership/generated/mothership-stream-v1' -import { - sealClientToolCompletion, - sealClientToolContext, -} from '@/lib/mothership/request/tools/client-completion-seal.server' +import { sealProjectedClientToolCompletion } from '@/lib/mothership/request/tools/client-completion-seal.server' import { settleClientToolCall } from '@/lib/mothership/request/tools/client-settlement.server' -import type { ResolvedSecretTraceRegistry } from '@/executor/utils/resolved-secret-trace-registry' const logger = createLogger('CopilotToolCallFailure') @@ -29,7 +25,6 @@ export async function settleToolCallFailure(input: { toolCallId: string runId?: string userId: string - registry?: ResolvedSecretTraceRegistry message: string data: Record unclaimedOnly: boolean @@ -38,18 +33,16 @@ export async function settleToolCallFailure(input: { const { toolCallId, message, data } = input try { let durableData: unknown = data - if (input.runId && input.registry) { - const binding = { toolCallId, runId: input.runId, userId: input.userId } - const [completion, provenance] = await Promise.all([ - sealClientToolCompletion({ ...binding, message, data }), - sealClientToolContext({ - ...binding, - registry: input.registry, - /** The fixed failure contains no output or arguments from the abandoned call. */ - toolInput: undefined, - }), - ]) - durableData = { ...completion, ...provenance } + if (input.runId) { + // These server-authored failures contain no tool input or output to project. + durableData = await sealProjectedClientToolCompletion({ + toolCallId, + runId: input.runId, + userId: input.userId, + status: MothershipStreamV1ToolOutcome.error, + message, + data, + }) } if (input.settledLocally?.()) return 'superseded' const outcome = await settleClientToolCall({ diff --git a/apps/sim/lib/mothership/request/tools/desktop-wait.ts b/apps/sim/lib/mothership/request/tools/desktop-wait.ts index 00b94acf645..cc2d275cf34 100644 --- a/apps/sim/lib/mothership/request/tools/desktop-wait.ts +++ b/apps/sim/lib/mothership/request/tools/desktop-wait.ts @@ -136,7 +136,6 @@ async function waitForChatViewDesktopToolCall( toolCallId, runId: params.runId, userId: params.userId, - registry: params.registry, ...notStarted, unclaimedOnly: true, }) @@ -181,7 +180,6 @@ async function waitForBoundDesktopToolCall( toolCallId, runId, userId: params.userId, - registry: params.registry, ...notStarted, unclaimedOnly: true, }) diff --git a/apps/sim/lib/mothership/request/tools/execution-lifetime.ts b/apps/sim/lib/mothership/request/tools/execution-lifetime.ts index 98031b32679..6b4a60bbdeb 100644 --- a/apps/sim/lib/mothership/request/tools/execution-lifetime.ts +++ b/apps/sim/lib/mothership/request/tools/execution-lifetime.ts @@ -1,6 +1,7 @@ import { createLogger } from '@sim/logger' import { getErrorMessage } from '@sim/utils/errors' import { generateId } from '@sim/utils/id' +import { asOrchestrationError } from '@/lib/core/orchestration/types' import { observeSandboxExecution } from '@/lib/execution/remote-sandbox/observer' import { SIM_TOOL_EXECUTION_HEARTBEAT_MS, @@ -30,7 +31,11 @@ export interface ToolExecutionLifetime { readonly signal: AbortSignal readonly owner?: SimToolExecutionOwner complete(input: CompleteAsyncToolCallInput): Promise - claim(runId: string, userId: string): Promise + claim( + runId: string, + userId: string, + admit?: (owner: SimToolExecutionOwner) => Promise + ): Promise hold(work: Promise): Promise } @@ -80,12 +85,12 @@ export async function withToolExecutionLifetime( } ) }, - async claim(runId, userId) { - const claim = await claimToolExecution({ toolCallId, runId, userId, ownerToken }).catch( - () => { - throw new Error('Tool could not start because execution admission could not be recorded') - } - ) + async claim(runId, userId, admit = claimToolExecution) { + const claim = await admit({ toolCallId, runId, userId, ownerToken }).catch((error) => { + const refusal = asOrchestrationError(error) + if (refusal && refusal.code !== 'internal') throw refusal + throw new Error('Tool could not start because execution admission could not be recorded') + }) admitted = claim.outcome === 'claimed' if (admitted) { owner = { toolCallId, runId, userId, ownerToken } diff --git a/apps/sim/lib/mothership/request/tools/executor.test.ts b/apps/sim/lib/mothership/request/tools/executor.test.ts index 5bff6dff4d3..54ab87325d8 100644 --- a/apps/sim/lib/mothership/request/tools/executor.test.ts +++ b/apps/sim/lib/mothership/request/tools/executor.test.ts @@ -163,12 +163,26 @@ function buildPendingToolCall(): ToolCallState { } } +async function claimRecordedInvocation(owner: { toolCallId: string }) { + const input = upsertAsyncToolCall.mock.calls.find( + ([candidate]) => candidate.toolCallId === owner.toolCallId + )?.[0] + return { + outcome: 'claimed', + invocation: { + executableName: input?.executableName ?? null, + targetWorkspaceId: input?.targetWorkspaceId ?? null, + args: input?.args ?? {}, + }, + } +} + describe('tool result size diagnostics', () => { beforeEach(() => { completeAsyncToolCall.mockResolvedValue(null) markAsyncToolRunning.mockResolvedValue(null) upsertAsyncToolCall.mockResolvedValue(null) - claimToolExecution.mockResolvedValue({ outcome: 'claimed' }) + claimToolExecution.mockImplementation(claimRecordedInvocation) settleSimToolExecution.mockResolvedValue(undefined) }) @@ -373,7 +387,7 @@ describe('executeToolAndReport provenance isolation', () => { markAsyncToolRunning.mockResolvedValue(null) upsertAsyncToolCall.mockResolvedValue(null) claimToolExecution.mockReset() - claimToolExecution.mockResolvedValue({ outcome: 'claimed' }) + claimToolExecution.mockImplementation(claimRecordedInvocation) settleSimToolExecution.mockResolvedValue(undefined) waitForToolConfirmation.mockReset() }) @@ -1137,10 +1151,6 @@ describe('watchdog completion provenance', () => { await failPendingToolCall(toolCall.id, context, execContext) const persisted = completeAsyncToolCall.mock.calls[0][0] - expect(persisted.result).toEqual({ - __sealedClientToolCompletionV1: expect.any(String), - __sealedClientToolContextV1: expect.any(String), - }) waitForToolConfirmation.mockResolvedValue({ status: 'error', message: persisted.error, @@ -1377,18 +1387,34 @@ describe('watchdog completion provenance', () => { expect(registry.isComplete()).toBe(true) }) - it('retains structural failure compatibility when no provenance registry exists', async () => { + it('restores a trusted timeout when its writer had no provenance registry', async () => { const { toolCall, context } = createHungClient() await failPendingToolCall(toolCall.id, context, { userId: 'user-1' }) expect(toolCall.status).toBe('error') - expect(completeAsyncToolCall).toHaveBeenCalledWith( - expect.objectContaining({ - result: { error: expect.any(String), outcomeUnknown: true, doNotRetry: true }, - }) - ) - expect(encryptSecret).not.toHaveBeenCalled() + const persisted = completeAsyncToolCall.mock.calls[0][0] + waitForToolConfirmation.mockResolvedValue({ + status: 'error', + message: persisted.error, + data: persisted.result, + }) + const completion = await waitForClientToolCompletion({ + toolCallId: toolCall.id, + runId: context.runId, + userId: 'user-1', + timeoutMs: 1, + registry: new ResolvedSecretTraceRegistry(), + }) + expect(completion).toEqual({ + status: 'error', + message: expect.stringContaining('outcome is unknown'), + data: { + error: expect.stringContaining('never came back'), + outcomeUnknown: true, + doNotRetry: true, + }, + }) }) it.each([ diff --git a/apps/sim/lib/mothership/request/tools/executor.ts b/apps/sim/lib/mothership/request/tools/executor.ts index 21d0d593cb8..c3fba27e047 100644 --- a/apps/sim/lib/mothership/request/tools/executor.ts +++ b/apps/sim/lib/mothership/request/tools/executor.ts @@ -1,9 +1,16 @@ import { browserToolRendererTimeoutMs, isCurrentBrowserToolName } from '@sim/browser-protocol' +import type { AssistantActionBinding } from '@sim/db/schema' import { COMPUTER_USE_TOOL_TIMEOUT_MS } from '@sim/desktop-bridge' import { createLogger } from '@sim/logger' import { isTerminalToolName, resolveRunWaitMs } from '@sim/terminal-protocol' import { toError } from '@sim/utils/errors' import { isRecordLike, toRecord } from '@sim/utils/object' +import { claimOrganizationAssistantAction } from '@/lib/assistant-actions/application/admission' +import { resolveAssistantActionBinding } from '@/lib/assistant-actions/binding' +import { withAssistantActionExecution } from '@/lib/assistant-actions/execution-scope' +import { asOrchestrationError, type OrchestrationError } from '@/lib/core/orchestration/types' +import { executeCopilotAssistantAction } from '@/lib/mothership/application/assistant-actions' +import { isAssistantIntegrationTool } from '@/lib/mothership/assistant/tool-policy' import { AsyncToolCallOwnershipError } from '@/lib/mothership/async-runs/errors' import type { AsyncCompletionEnvelope, @@ -14,6 +21,7 @@ import { completePendingAsyncToolCall, getAsyncToolCall, markAsyncToolRunning, + type SimToolExecutionClaim, upsertAsyncToolCall, } from '@/lib/mothership/async-runs/repository' import { hasCopilotResourceAdmission } from '@/lib/mothership/auth/application-delegation' @@ -64,6 +72,11 @@ import { setTerminalToolCallState, } from '@/lib/mothership/request/tool-call-state' import { settleToolCallFailure } from '@/lib/mothership/request/tools/call-failure' +import { waitForClientToolCompletion } from '@/lib/mothership/request/tools/client' +import { + SEALED_CLIENT_TOOL_COMPLETION_FIELD, + SEALED_CLIENT_TOOL_PROJECTION_FIELD, +} from '@/lib/mothership/request/tools/client-completion-seal.server' import { capToToolDeadline, TOOL_DEADLINE_BEFORE_START_MESSAGE, @@ -76,6 +89,10 @@ import { withToolExecutionLifetime, } from '@/lib/mothership/request/tools/execution-lifetime' import { maybeWriteOutputToFile } from '@/lib/mothership/request/tools/files' +import { + runGatedToolExecution, + TOOL_AWAITING_APPROVAL_STATUS, +} from '@/lib/mothership/request/tools/permission' import { describeWithholdingCause, inspectToolResultForCopilot, @@ -104,6 +121,7 @@ import { } from '@/lib/mothership/tools/desktop-tools' import { withSandboxResourceScope } from '@/lib/mothership/tools/sandbox-resources' import { isMcpTool } from '@/executor/constants' +import { getToolMetadata } from '@/tools/metadata' const logger = createLogger('CopilotSseToolExecution') @@ -372,7 +390,8 @@ async function executeToolWithWatchdog( toolCall: ToolCallState, toolContext: ExecutionContext, lifetime: ToolExecutionLifetime, - onEvent: OrchestratorOptions['onEvent'] + onEvent: OrchestratorOptions['onEvent'], + assistantAction?: AssistantActionBinding | null ) { // The frame's wire name can be a display identity (the worker's cli_* names); // execution always dispatches on the model's real tool name. @@ -393,7 +412,7 @@ async function executeToolWithWatchdog( lifetime.signal, ...(toolContext.abortSignal ? [toolContext.abortSignal] : []), ]) - const execute = () => + const executeBound = () => withCopilotSpan(TraceSpan.CopilotToolRuntime, { [TraceAttr.ToolCallId]: toolCall.id }, () => withToolServiceMeter(toolContext, () => executeTool(executableName, toolCall.params || {}, { @@ -402,6 +421,22 @@ async function executeToolWithWatchdog( }) ) ) + const execute = () => { + if (!assistantAction) return executeBound() + if (!lifetime.owner || !toolContext.organizationId) + throw new Error('Assistant action has no durable execution owner.') + return withAssistantActionExecution( + { + userId: toolContext.userId, + organizationId: toolContext.organizationId, + toolCallId: toolCall.id, + toolId: executableName, + args: toolCall.params ?? {}, + binding: assistantAction, + }, + executeBound + ) + } const execution = lifetime.hold( (executableName === RunCode.id || executableName === RunFunction.id) && lifetime.owner && @@ -555,7 +590,6 @@ async function settleAbandonedToolCall( toolCallId: toolCall.id, runId: context.runId, userId: execContext.userId, - registry: execContext.resolvedSecretTraceRegistry, message: failure.message, data: failure.data, unclaimedOnly: failure.unclaimedOnly, @@ -714,6 +748,98 @@ export async function executeToolAndReport( ) } +/** A refused admission can settle only a call that no controller has started. */ +async function refuseUnstartedExecution( + toolCall: ToolCallState, + context: StreamingContext, + execContext: ExecutionContext, + message: string, + options?: OrchestratorOptions +): Promise { + const completion = (await failUnstartedToolCall(toolCall.id, context, execContext, message)) + ? terminalCompletionFromToolCall(toolCall) + : await observeExistingExecution(toolCall, context, execContext, options) + if ( + completion.status === 'success' || + completion.status === 'error' || + completion.status === 'cancelled' + ) + await options?.onEvent?.({ + type: MothershipStreamV1EventType.tool, + payload: { + toolCallId: toolCall.id, + toolName: toolCall.name, + phase: MothershipStreamV1ToolPhase.result, + executor: MothershipStreamV1ToolExecutor.sim, + mode: MothershipStreamV1ToolMode.async, + status: completion.status, + success: completion.status === 'success', + output: completion.data, + ...(completion.status === 'success' ? {} : { error: completion.message }), + }, + }) + return completion +} + +/** Losing admission or refusal observes the winning controller's durable result. */ +async function observeExistingExecution( + toolCall: ToolCallState, + context: StreamingContext, + execContext: ExecutionContext, + options?: OrchestratorOptions +): Promise { + let completion = await waitForToolConfirmation( + toolCall.id, + pendingToolWaitBudgetMs(toolCall, context.desktopDeviceId), + options?.abortSignal ?? execContext.abortSignal, + { + ...(context.runId + ? { executionScope: { runId: context.runId, userId: execContext.userId } } + : {}), + acceptStatus: (status) => + status === 'success' || status === 'error' || status === 'cancelled', + } + ) + if ( + isRecordLike(completion?.data) && + (Object.hasOwn(completion.data, SEALED_CLIENT_TOOL_COMPLETION_FIELD) || + Object.hasOwn(completion.data, SEALED_CLIENT_TOOL_PROJECTION_FIELD)) + ) { + completion = await waitForClientToolCompletion({ + toolCallId: toolCall.id, + runId: context.runId, + userId: execContext.userId, + timeoutMs: pendingToolWaitBudgetMs(toolCall, context.desktopDeviceId), + abortSignal: options?.abortSignal ?? execContext.abortSignal, + registry: execContext.resolvedSecretTraceRegistry, + }) + } + if ( + !completion || + (completion.status !== 'success' && + completion.status !== 'error' && + completion.status !== 'cancelled') + ) + return buildCompletionSignal({ + status: 'running', + message: 'Existing tool execution has no confirmed result', + }) + setTerminalToolCallState(toolCall, { + status: completion.status, + ...(completion.data !== null && completion.data !== undefined + ? { output: completion.data } + : {}), + ...(completion.status === 'success' + ? {} + : { + error: + completion.message || + (completion.status === 'cancelled' ? 'Tool cancelled' : 'Tool failed'), + }), + }) + return terminalCompletionFromToolCall(toolCall) +} + type CancelledSpanDetail = { cancelReason: string; error?: string | undefined } async function executeToolAndReportInner( @@ -748,11 +874,32 @@ async function executeToolAndReportInner( } toolCall.status = 'executing' + let executionCall = { ...toolCall, params: structuredClone(toolCall.params ?? {}) } + const executableName = toolCall.execName ?? toolCall.name + let assistantAction: AssistantActionBinding | undefined + let bindingRefusal: OrchestrationError | null = null + if ( + execContext.requestMode === 'assistant' && + execContext.organizationId && + isAssistantIntegrationTool(getToolMetadata(executableName)) + ) { + try { + assistantAction = resolveAssistantActionBinding(executableName, executionCall.params) + } catch (error) { + bindingRefusal = asOrchestrationError(error) + if (!bindingRefusal || bindingRefusal.code === 'internal') throw error + } + } + let admittedAssistantAction: AssistantActionBinding | null | undefined const record = await upsertAsyncToolCall({ runId: context.runId, toolCallId: toolCall.id, ...(toolCall.targetWorkspaceId ? { targetWorkspaceId: toolCall.targetWorkspaceId } : {}), toolName: toolCall.name, + executableName: toolCall.execName ?? toolCall.name, + ...(assistantAction + ? { assistantAction, executionRetryable: assistantAction.effect === 'read' } + : {}), args: toolCall.params, executionDeadlineAt: toDeadlineDate(toolCall.deadlineAt), }).catch((err) => { @@ -761,8 +908,61 @@ async function executeToolAndReportInner( }) /** A re-run after a takeover gets what remains of the call's first deadline, never a fresh one. */ if (record?.executionDeadlineAt) toolCall.deadlineAt = record.executionDeadlineAt.getTime() + if (bindingRefusal) + return refuseUnstartedExecution(toolCall, context, execContext, bindingRefusal.message, options) if (context.runId) { - const claim = await lifetime.claim(context.runId, execContext.userId) + let claim: SimToolExecutionClaim + try { + claim = await lifetime.claim( + context.runId, + execContext.userId, + assistantAction + ? (owner) => + executeCopilotAssistantAction( + { ...execContext, toolCallId: toolCall.id }, + claimOrganizationAssistantAction, + owner + ) + : undefined + ) + } catch (error) { + const refusal = asOrchestrationError(error) + if (!assistantAction || !refusal || refusal.code === 'internal') throw error + return refuseUnstartedExecution(toolCall, context, execContext, refusal.message, options) + } + if (claim.outcome === 'awaiting_permission' && assistantAction) { + const permissionOptions = options ?? {} + await permissionOptions.onEvent?.({ + type: MothershipStreamV1EventType.tool, + payload: { + toolCallId: toolCall.id, + toolName: toolCall.name, + arguments: toolCall.params, + executor: MothershipStreamV1ToolExecutor.sim, + mode: MothershipStreamV1ToolMode.async, + phase: MothershipStreamV1ToolPhase.call, + status: TOOL_AWAITING_APPROVAL_STATUS, + }, + }) + return runGatedToolExecution( + toolCall, + toolCall.id, + toolCall.name, + toolCall.params, + MothershipStreamV1ToolExecutor.sim, + context, + permissionOptions, + () => { + toolCall.status = 'pending' + return executeToolAndReportInner(toolCall, context, execContext, lifetime, options) + }, + permissionOptions.interactive !== false && Boolean(permissionOptions.onEvent) + ) + } + if (claim.outcome === 'permission_denied') { + const cancelled = await settleCancelledIfUnstarted('Action cancelled by you') + if (cancelled) return cancelled + } if (claim.outcome === 'closed') { /** A call another controller already started keeps its own result, observed below. */ const stopped = await settleCancelledIfUnstarted('Run stopped before tool admission') @@ -780,43 +980,19 @@ async function executeToolAndReportInner( )) ) return terminalCompletionFromToolCall(toolCall) - if (claim.outcome !== 'claimed') { - /** The winning controller owns execution; this promise observes its durable result. */ - const completion = await waitForToolConfirmation( - toolCall.id, - pendingToolWaitBudgetMs(toolCall, context.desktopDeviceId), - options?.abortSignal ?? execContext.abortSignal, - { - executionScope: { runId: context.runId, userId: execContext.userId }, - acceptStatus: (status) => - status === 'success' || status === 'error' || status === 'cancelled', - } - ) - if ( - !completion || - (completion.status !== 'success' && - completion.status !== 'error' && - completion.status !== 'cancelled') - ) - return buildCompletionSignal({ - status: 'running', - message: 'Existing tool execution has no confirmed result', - }) - setTerminalToolCallState(toolCall, { - status: completion.status, - ...(completion.data !== null && completion.data !== undefined - ? { output: completion.data } - : {}), - ...(completion.status === 'success' - ? {} - : { - error: - completion.message || - (completion.status === 'cancelled' ? 'Tool cancelled' : 'Tool failed'), - }), - }) - return terminalCompletionFromToolCall(toolCall) + if (claim.outcome !== 'claimed') + return observeExistingExecution(toolCall, context, execContext, options) + executionCall = { + ...executionCall, + execName: claim.invocation.executableName ?? executionCall.execName, + targetWorkspaceId: + claim.invocation.executableName === null + ? executionCall.targetWorkspaceId + : (claim.invocation.targetWorkspaceId ?? undefined), + params: claim.invocation.args, + deadlineAt: toolCall.deadlineAt, } + admittedAssistantAction = claim.invocation.assistantAction } else { /** A chatless one-shot has no persisted run and cannot be certified by the chat Stop API. */ await markAsyncToolRunning(toolCall.id, 'sim-stream') @@ -928,7 +1104,7 @@ async function executeToolAndReportInner( toolName: toolCall.name, }) - const toolExecutionContext = buildToolExecutionContext(toolCall, execContext) + const toolExecutionContext = buildToolExecutionContext(executionCall, execContext) toolExecutionContext.abortSignal = AbortSignal.any([ lifetime.signal, ...(toolExecutionContext.abortSignal ? [toolExecutionContext.abortSignal] : []), @@ -964,10 +1140,11 @@ async function executeToolAndReportInner( } try { let result = await executeToolWithWatchdog( - toolCall, + executionCall, toolExecutionContext, lifetime, - options?.onEvent + options?.onEvent, + admittedAssistantAction ) if (toolCallWasCancelled()) { return settleCancelled(toolCall.error || 'Stopped by user', { @@ -990,8 +1167,8 @@ async function executeToolAndReportInner( }) } result = await maybeWriteOutputToFile( - toolCall.name, - toolCall.params, + executionCall.name, + executionCall.params, result, toolExecutionContext ) @@ -1005,8 +1182,8 @@ async function executeToolAndReportInner( }) } result = await maybeWriteOutputToTable( - toolCall.name, - toolCall.params, + executionCall.name, + executionCall.params, result, toolExecutionContext ) @@ -1020,8 +1197,8 @@ async function executeToolAndReportInner( }) } result = await maybeWriteReadCsvToTable( - toolCall.name, - toolCall.params, + executionCall.name, + executionCall.params, result, toolExecutionContext ) diff --git a/apps/sim/lib/mothership/tool-executor/executor.ts b/apps/sim/lib/mothership/tool-executor/executor.ts index a92b9000ef3..c911826b678 100644 --- a/apps/sim/lib/mothership/tool-executor/executor.ts +++ b/apps/sim/lib/mothership/tool-executor/executor.ts @@ -336,7 +336,12 @@ function buildAppToolParams( ): Record { const result = { ...params } - if (result.credentialId && !result.credential && !result.oauthCredential) { + if ( + context.requestMode !== 'assistant' && + result.credentialId && + !result.credential && + !result.oauthCredential + ) { result.credential = result.credentialId } diff --git a/apps/sim/lib/navigation/paths.ts b/apps/sim/lib/navigation/paths.ts index ae99a166a4a..d1dcdf5038f 100644 --- a/apps/sim/lib/navigation/paths.ts +++ b/apps/sim/lib/navigation/paths.ts @@ -38,7 +38,10 @@ export function organizationRoutes(organizationId: string) { root, home: `${root}/home`, search: `${root}/search`, + searchChat: (chatId: string) => `${root}/search/chat/${chatId}`, integrations: `${root}/integrations`, + accountToolPermissions: (credentialId: string) => + `${root}/integrations/accounts/${encodeURIComponent(credentialId)}`, benchmark: `${root}/benchmark`, memberSecrets: `${root}/integrations/secrets`, organizationSecrets: `${root}/settings/integrations/secrets`, diff --git a/apps/sim/lib/oauth/oauth.ts b/apps/sim/lib/oauth/oauth.ts index fdd42a71b5b..07da153895d 100644 --- a/apps/sim/lib/oauth/oauth.ts +++ b/apps/sim/lib/oauth/oauth.ts @@ -126,6 +126,53 @@ export function getSlackApprovalGatedScopes(enabled: boolean): readonly string[] const SLACK_APPROVAL_GATED_SCOPES = getSlackApprovalGatedScopes(isSlackExtendedScopesEnabled) +const JIRA_DEFAULT_TOOL_SCOPES = [ + 'read:jira-user', + 'read:jira-work', + 'write:jira-work', + 'read:me', + 'offline_access', + 'read:issue.vote:jira', + 'read:user:jira', + 'delete:issue:jira', + 'delete:comment:jira', + 'delete:attachment:jira', + 'delete:issue-worklog:jira', + 'delete:issue-link:jira', + // Jira Service Management scopes. The classic scopes are required: Atlassian + // enforces an endpoint's granular scope set as all-of, and several JSM request + // endpoints include scopes outside this list in their granular sets. + 'read:servicedesk-request', + 'write:servicedesk-request', + 'manage:servicedesk-customer', + 'read:servicedesk:jira-service-management', + 'read:requesttype:jira-service-management', + 'read:request:jira-service-management', + 'write:request:jira-service-management', + 'read:request.comment:jira-service-management', + 'write:request.comment:jira-service-management', + 'read:servicedesk.customer:jira-service-management', + 'write:servicedesk.customer:jira-service-management', + 'read:organization:jira-service-management', + 'write:organization:jira-service-management', + 'read:servicedesk.organization:jira-service-management', + 'write:servicedesk.organization:jira-service-management', + 'read:queue:jira-service-management', + 'read:request.sla:jira-service-management', + 'read:request.status:jira-service-management', + 'write:request.status:jira-service-management', + 'read:request.participant:jira-service-management', + 'write:request.participant:jira-service-management', + 'read:request.approval:jira-service-management', + 'write:request.approval:jira-service-management', + 'read:cmdb-object:jira', + 'write:cmdb-object:jira', + 'delete:cmdb-object:jira', + 'read:cmdb-schema:jira', + 'read:cmdb-type:jira', + 'read:cmdb-attribute:jira', +] + export const OAUTH_PROVIDERS: Record = { greenhouse: { name: 'Greenhouse', @@ -822,52 +869,8 @@ export const OAUTH_PROVIDERS: Record = { icon: JiraIcon, baseProviderIcon: JiraIcon, serviceAccountProviderId: 'atlassian-service-account', - scopes: [ - 'read:jira-user', - 'read:jira-work', - 'write:jira-work', - 'read:me', - 'offline_access', - 'read:issue.vote:jira', - 'read:user:jira', - 'delete:issue:jira', - 'delete:comment:jira', - 'delete:attachment:jira', - 'delete:issue-worklog:jira', - 'delete:issue-link:jira', - // Jira Service Management scopes. The classic scopes are required: Atlassian - // enforces an endpoint's granular scope set as all-of, and several JSM request - // endpoints include scopes outside this list in their granular sets. - 'read:servicedesk-request', - 'write:servicedesk-request', - 'manage:servicedesk-customer', - 'read:servicedesk:jira-service-management', - 'read:requesttype:jira-service-management', - 'read:request:jira-service-management', - 'write:request:jira-service-management', - 'read:request.comment:jira-service-management', - 'write:request.comment:jira-service-management', - 'read:servicedesk.customer:jira-service-management', - 'write:servicedesk.customer:jira-service-management', - 'read:organization:jira-service-management', - 'write:organization:jira-service-management', - 'read:servicedesk.organization:jira-service-management', - 'write:servicedesk.organization:jira-service-management', - 'read:queue:jira-service-management', - 'read:request.sla:jira-service-management', - 'read:request.status:jira-service-management', - 'write:request.status:jira-service-management', - 'read:request.participant:jira-service-management', - 'write:request.participant:jira-service-management', - 'read:request.approval:jira-service-management', - 'write:request.approval:jira-service-management', - 'read:cmdb-object:jira', - 'write:cmdb-object:jira', - 'delete:cmdb-object:jira', - 'read:cmdb-schema:jira', - 'read:cmdb-type:jira', - 'read:cmdb-attribute:jira', - ], + scopes: [...JIRA_DEFAULT_TOOL_SCOPES, 'write:sprint:jira-software'], + defaultToolScopes: JIRA_DEFAULT_TOOL_SCOPES, }, }, defaultService: 'jira', diff --git a/apps/sim/lib/oauth/salesforce-instance.server.ts b/apps/sim/lib/oauth/salesforce-instance.server.ts new file mode 100644 index 00000000000..86cb61de311 --- /dev/null +++ b/apps/sim/lib/oauth/salesforce-instance.server.ts @@ -0,0 +1,42 @@ +import { createLogger } from '@sim/logger' +import { toRecord } from '@sim/utils/object' +import { validateSalesforceInstanceUrl } from '@/lib/core/security/input-validation' +import { readResponseJsonWithLimit } from '@/lib/core/utils/stream-limits' +import { isSalesforceLoginOrigin, SALESFORCE_LOGIN_HOSTS } from '@/lib/oauth/salesforce' + +const logger = createLogger('SalesforceAccountDestination') + +/** Resolves a token's API origin from Salesforce identity, never from model arguments. */ +export async function fetchSalesforceInstanceUrl( + providerId: string, + accessToken: string +): Promise { + const loginHost = SALESFORCE_LOGIN_HOSTS[providerId] + if (!loginHost) return undefined + try { + const response = await fetch(`https://${loginHost}/services/oauth2/userinfo`, { + headers: { Authorization: `Bearer ${accessToken}`, Accept: 'application/json' }, + redirect: 'error', + signal: AbortSignal.timeout(10_000), + }) + if (!response.ok) { + await response.body?.cancel() + return undefined + } + const identity = toRecord( + await readResponseJsonWithLimit(response, { + maxBytes: 65_536, + label: 'Salesforce account identity', + }) + ) + for (const candidate of [toRecord(identity.urls).rest, identity.profile]) { + if (typeof candidate !== 'string') continue + const origin = validateSalesforceInstanceUrl(candidate) + if (origin.isValid && origin.sanitized && !isSalesforceLoginOrigin(origin.sanitized)) + return origin.sanitized + } + } catch { + logger.warn('Could not resolve Salesforce account destination', { providerId }) + } + return undefined +} diff --git a/apps/sim/lib/oauth/token-resolution.ts b/apps/sim/lib/oauth/token-resolution.ts index 6bde91721b7..01b6e005f9b 100644 --- a/apps/sim/lib/oauth/token-resolution.ts +++ b/apps/sim/lib/oauth/token-resolution.ts @@ -29,7 +29,7 @@ import { parseQuickBooksAccountId } from '@/lib/oauth/quickbooks' import { extractSalesforceInstanceUrl, isSalesforceOAuthProviderId } from '@/lib/oauth/salesforce' import { credentialProviderMatchesService, - getCanonicalScopesForProvider, + getDefaultToolScopesForProvider, getServiceConfigByProviderId, getServiceConfigByServiceId, } from '@/lib/oauth/utils' @@ -562,7 +562,8 @@ export async function resolveCredentialAccessToken( if (kindError) return kindError const requiredScopes = - toolMetadata.oauth.requiredScopes ?? getCanonicalScopesForProvider(toolMetadata.oauth.provider) + toolMetadata.oauth.requiredScopes ?? + getDefaultToolScopesForProvider(toolMetadata.oauth.provider) if (requiredScopes.length === 0 && toolMetadata.oauth.requiredScopes === undefined) { logger.error(`[${requestId}] Tool has no trusted OAuth scope policy`, { toolId, @@ -608,6 +609,7 @@ export async function resolveCredentialAccessToken( accessToken: result.accessToken, credentialType: 'managed_oauth', idToken: result.idToken, + ...(result.instanceUrl ? { instanceUrl: result.instanceUrl } : {}), }, } } catch (error) { diff --git a/apps/sim/lib/oauth/types.ts b/apps/sim/lib/oauth/types.ts index f1d868155d8..c566c2de3c7 100644 --- a/apps/sim/lib/oauth/types.ts +++ b/apps/sim/lib/oauth/types.ts @@ -221,6 +221,8 @@ export interface OAuthServiceConfig { icon: (props: { className?: string }) => ReactNode baseProviderIcon: (props: { className?: string }) => ReactNode scopes: string[] + /** Operation fallback scopes; consent may request additional capabilities used by explicit tools. */ + defaultToolScopes?: string[] authType?: OAuthAuthType serviceAccountProviderId?: string /** diff --git a/apps/sim/lib/oauth/utils.ts b/apps/sim/lib/oauth/utils.ts index 925459050e9..b80825aa074 100644 --- a/apps/sim/lib/oauth/utils.ts +++ b/apps/sim/lib/oauth/utils.ts @@ -262,6 +262,7 @@ export const SCOPE_DESCRIPTIONS: Record = { 'webhook:manage': 'Create, view, and delete base webhooks and read their payloads', // Jira scopes + 'write:sprint:jira-software': 'Create and update Jira Software sprints', 'read:jira-user': 'View Jira user profiles, including email addresses', 'read:jira-work': 'View Jira projects and issues, and search issues', 'write:jira-work': 'Create, edit, and delete Jira issues, comments, and worklogs', @@ -830,6 +831,12 @@ export function getCanonicalScopesForProvider(providerId: string): string[] { return service?.scopes ? [...service.scopes] : [] } +/** Scope requirements for tools without their own declaration, independent of consent expansion. */ +export function getDefaultToolScopesForProvider(providerId: string): string[] { + const service = getServiceConfigByProviderId(providerId) + return [...(service?.defaultToolScopes ?? service?.scopes ?? [])] +} + /** * Returns scopes that must be supplied on the link request instead of inherited from the static * Better Auth connector. Dataverse has both a legacy grant and an environment-specific grant; diff --git a/apps/sim/lib/selectors/server/providers/jsm.ts b/apps/sim/lib/selectors/server/providers/jsm.ts index 692dc9009e3..59d5fdc04ca 100644 --- a/apps/sim/lib/selectors/server/providers/jsm.ts +++ b/apps/sim/lib/selectors/server/providers/jsm.ts @@ -1,5 +1,5 @@ import { z } from 'zod' -import { getScopesForService } from '@/lib/oauth/utils' +import { getDefaultToolScopesForProvider } from '@/lib/oauth/utils' import type { ServerSelectorKey } from '@/lib/selectors/manifest' import { SelectorContextUnavailableError, @@ -18,7 +18,7 @@ import { getJsmApiBaseUrl, getJsmHeaders } from '@/tools/jsm/utils' type JsmSelectorKey = Extract -const JIRA_SCOPES = getScopesForService('jira') +const JIRA_SCOPES = getDefaultToolScopesForProvider('jira') const JSM_PAGE_SIZE = 100 const MAX_JSM_PAGES = 50 diff --git a/apps/sim/scripts/test-assistant-actions-e2e.ts b/apps/sim/scripts/test-assistant-actions-e2e.ts new file mode 100644 index 00000000000..40aa1fa8acd --- /dev/null +++ b/apps/sim/scripts/test-assistant-actions-e2e.ts @@ -0,0 +1,303 @@ +import assert from 'node:assert/strict' +import { mkdir, writeFile } from 'node:fs/promises' +import { dirname, resolve } from 'node:path' +import { chromium, expect } from '@playwright/test' +import { assertDisposableTestDatabaseUrl } from '@sim/db/testing/test-infrastructure' +import { createLogger } from '@sim/logger' +import { getErrorMessage } from '@sim/utils/errors' +import { generateId, generateShortId } from '@sim/utils/id' +import { toRecord } from '@sim/utils/object' +import { makeSignature } from 'better-auth/crypto' +import postgres from 'postgres' + +/** + * Runs against a local app and disposable PostgreSQL with member Search, Connected Accounts, and Access Control enabled. + * Requires ASSISTANT_ACTIONS_E2E_BASE_URL, ASSISTANT_ACTIONS_E2E_DATABASE_URL, + * ASSISTANT_ACTIONS_E2E_AUTH_SECRET, and ASSISTANT_ACTIONS_E2E_REPORT_PATH. + * Verifies account policy persistence and action review over real HTTP without executing provider operations. + */ +const logger = createLogger('AssistantActionsE2E') +function requiredEnvironment(name: string): string { + const value = process.env[name] + assert(value, `${name} must be explicitly provided`) + return value +} + +const baseUrl = new URL(requiredEnvironment('ASSISTANT_ACTIONS_E2E_BASE_URL')) +assert(['localhost', '127.0.0.1', '[::1]'].includes(baseUrl.hostname), 'Use a local app') +assert.equal(baseUrl.protocol, 'http:') +assert.equal(baseUrl.pathname, '/') +assert(!baseUrl.username && !baseUrl.password, 'The app URL must not contain credentials') +const databaseUrl = assertDisposableTestDatabaseUrl( + requiredEnvironment('ASSISTANT_ACTIONS_E2E_DATABASE_URL') +) +const authSecret = requiredEnvironment('ASSISTANT_ACTIONS_E2E_AUTH_SECRET') +assert(authSecret.length >= 32, 'Use a local auth secret of at least 32 characters') +const reportPath = resolve(requiredEnvironment('ASSISTANT_ACTIONS_E2E_REPORT_PATH')) +const artifactDirectory = `${reportPath}.artifacts` +const sql = postgres(databaseUrl.toString(), { max: 2 }) +const userId = generateId() +const organizationId = generateId() +const otherOrganizationId = generateId() +const assistantId = generateId() +const credentialId = generateId() +const nativeCredentialId = generateId() +const groupId = generateId() +const enrollmentId = generateId() +const runId = generateId() +const firstCallId = generateId() +const secondCallId = generateId() +const token = generateShortId() +const root = `/o/${organizationId}` +const question = 'Create the two launch follow-up tickets in Jira.' +const answer = 'Review the two Jira issues before I create them.' +const checks: { name: string; status: 'passed' | 'failed'; durationMs: number; error?: string }[] = + [] +const browserErrors: string[] = [] +const serverErrors: { path: string; status: number }[] = [] +const browser = await chromium.launch() +const context = await browser.newContext({ viewport: { width: 1440, height: 1000 } }) +const page = await context.newPage() +page.on('pageerror', (error) => browserErrors.push(error.message)) +page.on('response', (response) => { + const url = new URL(response.url()) + if (url.origin === baseUrl.origin && response.status() >= 500) + serverErrors.push({ path: url.pathname, status: response.status() }) +}) + +async function check(name: string, run: () => Promise) { + const started = performance.now() + try { + await run() + checks.push({ name, status: 'passed', durationMs: Math.round(performance.now() - started) }) + logger.info(`PASS ${name}`) + } catch (error) { + checks.push({ + name, + status: 'failed', + durationMs: Math.round(performance.now() - started), + error: getErrorMessage(error), + }) + throw error + } +} + +async function capture(name: string) { + await page.evaluate(() => document.fonts.ready) + await page.addStyleTag({ content: 'nextjs-portal { display: none; }' }) + await page + .getByRole('dialog') + .evaluateAll((dialogs) => + Promise.all( + dialogs.flatMap((dialog) => + dialog + .getAnimations({ subtree: true }) + .map((animation) => animation.finished.catch(() => undefined)) + ) + ) + ) + await page.screenshot({ path: resolve(artifactDirectory, `${name}.png`), animations: 'disabled' }) +} + +try { + await mkdir(artifactDirectory, { recursive: true }) + await sql.begin(async (tx) => { + const email = `${userId}@assistant-actions-e2e.test` + await tx`insert into "user" (id, name, email, normalized_email, email_verified, created_at, updated_at) + values (${userId}, 'Taylor', ${email}, ${email}, true, now(), now())` + await tx`insert into user_stats (id, user_id) values (${generateId()}, ${userId})` + await tx`insert into organization (id, name, slug, created_at) + values (${organizationId}, 'Acme', ${organizationId}, now()), (${otherOrganizationId}, 'Other organization', ${otherOrganizationId}, now())` + await tx`insert into member (id, user_id, organization_id, role) + values (${generateId()}, ${userId}, ${organizationId}, 'owner')` + await tx`insert into session (id, token, user_id, expires_at, created_at, updated_at) + values (${generateId()}, ${token}, ${userId}, now() + interval '1 day', now(), now())` + await tx`insert into credential_group (id, organization_id, public_id, name, options) + values (${groupId}, ${organizationId}, ${generateId()}, 'Personal Jira', ${tx.json(['jira', 'salesforce'].map((provider) => ({ id: provider, provider, label: provider, authorizationAppId: 'fixture', requiredScopes: [], scopeVersion: 1, required: false, status: 'active' })))})` + await tx`insert into resource_policy (id, organization_id, resource_type, resource_id, document, created_by, updated_by) + values (${generateId()}, ${organizationId}, 'credential_group', ${groupId}, ${tx.json({ version: 2, resource: { type: 'credential_group', id: groupId }, statements: [] })}, ${userId}, ${userId})` + await tx`insert into credential_group_enrollment (id, credential_group_id, user_id, email, status, invitation_token_hash, invitation_expires_at, invited_at) + values (${enrollmentId}, ${groupId}, ${userId}, ${email}, 'completed', ${enrollmentId.replaceAll('-', '').repeat(2)}, now() + interval '1 day', now())` + await tx`insert into credential (id, organization_id, type, created_by, display_name, provider_id, credential_group_enrollment_id, credential_group_option_id, managed_oauth_status, managed_oauth_scope_version, granted_scopes, provider_subject_id, authorization_app_id, encrypted_oauth_token_set, granted_at) + values (${credentialId}, ${organizationId}, 'managed_oauth', ${userId}, 'taylor@acme.example', 'jira', ${enrollmentId}, 'jira', 'active', 1, '{}'::text[], ${userId}, 'fixture', 'fixture-not-a-provider-token', now())` + await tx`insert into credential (id, organization_id, type, created_by, display_name, provider_id, credential_group_enrollment_id, credential_group_option_id, managed_oauth_status, managed_oauth_scope_version, granted_scopes, provider_subject_id, authorization_app_id, encrypted_oauth_token_set, granted_at) + values (${nativeCredentialId}, ${organizationId}, 'managed_oauth', ${userId}, 'taylor@acme.example', 'salesforce', ${enrollmentId}, 'salesforce', 'active', 1, '{}'::text[], ${userId}, 'fixture', 'fixture-not-a-provider-token', now())` + await tx`insert into copilot_chats (id, user_id, organization_id, type, title, config) + values (${assistantId}, ${userId}, ${organizationId}, 'mothership', 'Launch follow-up', ${tx.json({ conversationMode: 'assistant' })})` + for (const [seq, role, content] of [ + [1, 'user', question], + [2, 'assistant', answer], + ] as const) { + const messageId = generateId() + await tx`insert into copilot_messages (id, chat_id, message_id, role, content, seq) + values (${generateId()}, ${assistantId}, ${messageId}, ${role}, ${tx.json({ id: messageId, role, content, timestamp: new Date().toISOString() })}, ${seq})` + } + await tx`insert into copilot_runs (id, chat_id, user_id, organization_id, execution_id, stream_id, tool_execution_version, status) + values (${runId}, ${assistantId}, ${userId}, ${organizationId}, ${generateId()}, ${generateId()}, 3, 'paused_waiting_for_tool')` + for (const [id, summary] of [ + [firstCallId, 'Publish the launch checklist'], + [secondCallId, 'Confirm the rollout owners'], + ] as const) { + const args = { + credential: credentialId, + domain: 'acme.atlassian.net', + projectId: 'LAUNCH', + issueType: 'Task', + summary, + description: 'Confirm the final owner and target date before the customer announcement.', + } + await tx`insert into copilot_async_tool_calls (run_id, tool_call_id, tool_name, executable_name, args, assistant_action, execution_retryable, permission_requested_at) + values (${runId}, ${id}, 'jira_write', 'jira_write', ${tx.json(args)}, ${tx.json({ credentialId, operationVersion: 1, effect: 'write' })}, false, now())` + } + }) + await context.addCookies([ + { + name: 'better-auth.session_token', + value: encodeURIComponent(`${token}.${await makeSignature(token, authSecret)}`), + url: baseUrl.origin, + httpOnly: true, + sameSite: 'Lax', + }, + ]) + await check('A native Assistant account exposes its own tool permissions', async () => { + await page.goto(`${baseUrl.origin}${root}/integrations`, { + waitUntil: 'domcontentloaded', + timeout: 180_000, + }) + const permissions = page.locator( + `a[href="${root}/integrations/accounts/${nativeCredentialId}"]` + ) + await expect(permissions).toBeVisible({ timeout: 180_000 }) + await permissions.click() + const policy = page.getByRole('radiogroup', { name: 'Create Task in Salesforce permission' }) + await expect(policy).toBeVisible({ timeout: 180_000 }) + await expect(policy.getByRole('radio', { name: 'Ask', exact: true })).toBeChecked() + }) + await check('Personal permissions persist through the real settings route', async () => { + await page.goto(`${baseUrl.origin}${root}/integrations/accounts/${credentialId}`, { + waitUntil: 'domcontentloaded', + timeout: 180_000, + }) + const policy = page.getByRole('radiogroup', { name: 'Jira Write permission' }) + await expect(policy).toBeVisible({ timeout: 180_000 }) + await expect(policy.getByRole('radio', { name: 'Ask', exact: true })).toBeChecked() + await policy.getByRole('radio', { name: 'Block', exact: true }).click() + await expect(policy.getByRole('radio', { name: 'Block', exact: true })).toBeChecked() + await page.reload() + await expect(policy.getByRole('radio', { name: 'Block', exact: true })).toBeChecked() + await policy.getByRole('radio', { name: 'Ask', exact: true }).click() + await expect(policy.getByRole('radio', { name: 'Ask', exact: true })).toBeChecked() + await capture('tool-permissions-desktop') + await page.setViewportSize({ width: 390, height: 844 }) + await capture('tool-permissions-mobile') + assert( + await page.evaluate(() => document.documentElement.scrollWidth <= innerWidth), + 'Mobile permissions overflow horizontally' + ) + }) + await check('The Assistant groups exact proposed actions in one review', async () => { + await page.setViewportSize({ width: 1440, height: 1000 }) + await page.goto(`${baseUrl.origin}${root}/search/chat/${assistantId}`, { + waitUntil: 'domcontentloaded', + timeout: 180_000, + }) + await expect(page.getByText('2 actions to review')).toBeVisible({ timeout: 180_000 }) + await capture('assistant-actions-desktop') + await page.getByRole('button', { name: 'Review', exact: true }).click() + const modal = page.getByRole('dialog', { name: 'Review Assistant actions' }) + await expect(modal).toBeVisible() + await expect(modal.getByRole('textbox', { name: 'Project', exact: true }).first()).toHaveValue( + 'LAUNCH' + ) + await expect( + modal.getByRole('textbox', { name: 'Jira site', exact: true }).first() + ).toHaveValue('acme.atlassian.net') + await capture('action-review-desktop') + await page.setViewportSize({ width: 390, height: 844 }) + await capture('action-review-mobile') + assert( + await page.evaluate(() => document.documentElement.scrollWidth <= innerWidth), + 'Mobile review overflows horizontally' + ) + }) + await check( + 'An edited approval and a cancellation affect only their saved proposals', + async () => { + const modal = page.getByRole('dialog', { name: 'Review Assistant actions' }) + await modal + .getByRole('textbox', { name: 'Summary', exact: true }) + .first() + .fill('Publish the reviewed launch checklist') + const approval = page.waitForResponse( + (response) => + response.request().method() === 'PATCH' && + response.url().endsWith(`/actions/${firstCallId}`), + { timeout: 180_000 } + ) + await modal.getByRole('button', { name: 'Allow', exact: true }).first().click() + const approvalResponse = await approval + assert.equal(approvalResponse.status(), 200, await approvalResponse.text()) + await expect(modal.getByRole('textbox', { name: 'Summary', exact: true })).toHaveCount(1) + const cancellation = page.waitForResponse( + (response) => + response.request().method() === 'PATCH' && + response.url().endsWith(`/actions/${secondCallId}`), + { timeout: 180_000 } + ) + await modal.getByRole('button', { name: 'Cancel', exact: true }).click() + const cancellationResponse = await cancellation + assert.equal(cancellationResponse.status(), 200, await cancellationResponse.text()) + await expect(modal.getByText('No actions are waiting for review.')).toBeVisible() + const rows = + await sql`select tool_call_id, permission_decision, args, approved_args, execution_started_at from copilot_async_tool_calls where run_id = ${runId} order by persist_seq` + assert.equal(rows[0]?.permission_decision, 'allow') + assert.equal(toRecord(rows[0]?.args).summary, 'Publish the launch checklist') + assert.equal( + toRecord(rows[0]?.approved_args).summary, + 'Publish the reviewed launch checklist' + ) + assert.equal(rows[1]?.permission_decision, 'skip') + assert( + rows.every((row) => row.execution_started_at === null), + 'A fixture action executed' + ) + } + ) + await check('An organization URL cannot expose a different organization’s review', async () => { + const response = await context.request.get( + `${baseUrl.origin}/api/organizations/${otherOrganizationId}/chats/${assistantId}/actions` + ) + assert.equal(response.status(), 404) + }) + await check('Browser runtime and HTTP responses', async () => { + assert.deepEqual(browserErrors, []) + assert.deepEqual(serverErrors, []) + }) +} catch (error) { + logger.error('Assistant actions E2E failed', { error: getErrorMessage(error) }) + await page.screenshot({ path: resolve(artifactDirectory, 'failure.png') }).catch(() => undefined) + process.exitCode = 1 +} finally { + await browser.close() + try { + await sql`delete from workspace where owner_id = ${userId}` + await sql`delete from project where owner_id = ${userId}` + await sql`delete from organization where id in (${organizationId},${otherOrganizationId})` + await sql`delete from "user" where id = ${userId}` + } catch (error) { + checks.push({ + name: 'Fixture cleanup', + status: 'failed', + durationMs: 0, + error: getErrorMessage(error), + }) + process.exitCode = 1 + } finally { + await sql.end() + } + await mkdir(dirname(reportPath), { recursive: true }) + await writeFile( + reportPath, + JSON.stringify({ checks, browserErrors, serverErrors, artifactDirectory }, null, 2) + ) +} diff --git a/apps/sim/scripts/test-organization-search-e2e.ts b/apps/sim/scripts/test-organization-search-e2e.ts new file mode 100644 index 00000000000..8fb719c13f6 --- /dev/null +++ b/apps/sim/scripts/test-organization-search-e2e.ts @@ -0,0 +1,374 @@ +import assert from 'node:assert/strict' +import { mkdir, writeFile } from 'node:fs/promises' +import { dirname, resolve } from 'node:path' +import { chromium, expect } from '@playwright/test' +import { assertDisposableTestDatabaseUrl } from '@sim/db/testing/test-infrastructure' +import { createLogger } from '@sim/logger' +import { getErrorMessage } from '@sim/utils/errors' +import { generateId, generateShortId } from '@sim/utils/id' +import { toRecord } from '@sim/utils/object' +import { makeSignature } from 'better-auth/crypto' +import postgres from 'postgres' + +/** + * Runs against a local app and disposable PostgreSQL with member Search and Access Control enabled. + * Requires ORGANIZATION_SEARCH_E2E_BASE_URL, ORGANIZATION_SEARCH_E2E_DATABASE_URL, + * ORGANIZATION_SEARCH_E2E_AUTH_SECRET, and ORGANIZATION_SEARCH_E2E_REPORT_PATH. + * Verifies navigation, draft persistence, and authorized history without invoking an LLM. + */ +const logger = createLogger('OrganizationSearchE2E') +function requiredEnvironment(name: string): string { + const value = process.env[name] + assert(value, `${name} must be explicitly provided`) + return value +} + +const baseUrl = new URL(requiredEnvironment('ORGANIZATION_SEARCH_E2E_BASE_URL')) +assert(['localhost', '127.0.0.1', '[::1]'].includes(baseUrl.hostname), 'Use a local app') +assert.equal(baseUrl.protocol, 'http:') +assert.equal(baseUrl.pathname, '/') +assert(!baseUrl.username && !baseUrl.password, 'The app URL must not contain credentials') +const databaseUrl = assertDisposableTestDatabaseUrl( + requiredEnvironment('ORGANIZATION_SEARCH_E2E_DATABASE_URL') +) +const authSecret = requiredEnvironment('ORGANIZATION_SEARCH_E2E_AUTH_SECRET') +assert(authSecret.length >= 32, 'Use a local auth secret of at least 32 characters') +const reportPath = resolve(requiredEnvironment('ORGANIZATION_SEARCH_E2E_REPORT_PATH')) +const artifactDirectory = `${reportPath}.artifacts` +const sql = postgres(databaseUrl.toString(), { max: 2 }) +const userId = generateId() +const organizationId = generateId() +const otherOrganizationId = generateId() +const assistantId = generateId() +const agentId = generateId() +const deniedChatId = generateId() +const token = generateShortId() +const root = `/o/${organizationId}` +const question = 'What is the latest on the product launch?' +const answer = 'The launch checklist is complete and ready for approval.' +const checks: { name: string; status: 'passed' | 'failed'; durationMs: number; error?: string }[] = + [] +const browserErrors: string[] = [] +const browser = await chromium.launch() +const context = await browser.newContext({ viewport: { width: 1440, height: 1000 } }) +const page = await context.newPage() +page.on('pageerror', (error) => browserErrors.push(error.message)) + +async function check(name: string, run: () => Promise) { + const started = performance.now() + try { + await run() + checks.push({ name, status: 'passed', durationMs: Math.round(performance.now() - started) }) + logger.info(`PASS ${name}`) + } catch (error) { + checks.push({ + name, + status: 'failed', + durationMs: Math.round(performance.now() - started), + error: getErrorMessage(error), + }) + throw error + } +} + +async function capture(name: string) { + await page.evaluate(() => document.fonts.ready) + await page.addStyleTag({ content: 'nextjs-portal { display: none; }' }) + await page.screenshot({ path: resolve(artifactDirectory, `${name}.png`) }) +} + +async function verifyLegacyDraft( + mode: 'agent' | 'assistant' | undefined, + destination: 'agent' | 'assistant', + existingDraft = false +) { + const legacyContext = await browser.newContext() + await legacyContext.addCookies(await context.cookies()) + const legacyPage = await legacyContext.newPage() + legacyPage.on('pageerror', (error) => browserErrors.push(error.message)) + const prefix = `${userId}:organization:${organizationId}:` + const draftKey = `${prefix}${destination === 'assistant' ? 'search-assistant' : 'home'}` + const attachment = { + id: 'legacy-upload', + key: `copilot/${userId}/legacy-note.txt`, + filename: 'legacy-note.txt', + media_type: 'text/plain', + size: 68, + path: `/api/files/serve/copilot/${userId}/legacy-note.txt`, + } + const expectedDraft = { + text: existingDraft ? 'A newer destination draft' : 'An unsent question from before the move', + fileAttachments: [ + existingDraft + ? { + ...attachment, + id: 'new-upload', + key: `copilot/${userId}/new-note.txt`, + filename: 'new-note.txt', + path: `/api/files/serve/copilot/${userId}/new-note.txt`, + } + : attachment, + ], + } + await legacyPage.addInitScript( + ({ prefix, draftKey, expectedDraft, attachment, existingDraft, mode, modeKey }) => { + if (sessionStorage.getItem('legacy-draft-seeded')) return + sessionStorage.setItem('legacy-draft-seeded', 'true') + localStorage.setItem( + 'mothership-drafts:v1', + JSON.stringify({ + version: 1, + state: { + drafts: { + [`${prefix}new`]: { + text: 'An unsent question from before the move', + fileAttachments: [attachment], + }, + ...(existingDraft ? { [draftKey]: expectedDraft } : {}), + }, + }, + }) + ) + localStorage.setItem( + 'organization-chat-mode', + JSON.stringify({ version: 2, state: { modes: mode ? { [modeKey]: mode } : {} } }) + ) + }, + { + prefix, + draftKey, + expectedDraft, + attachment, + existingDraft, + mode, + modeKey: `${userId}:${organizationId}`, + } + ) + try { + const destinationUrl = `${baseUrl.origin}${root}/${destination === 'assistant' ? 'search?mode=assistant' : 'home'}` + await legacyPage.goto(destinationUrl) + const input = legacyPage.getByRole('textbox', { name: 'Ask Sim' }) + await expect(input).toHaveValue(expectedDraft.text) + if (mode) { + await legacyPage.goto( + `${baseUrl.origin}${root}/${destination === 'assistant' ? 'home' : 'search?mode=assistant'}` + ) + await expect(legacyPage.getByRole('textbox', { name: 'Ask Sim' })).toHaveValue('') + await legacyPage.goto(destinationUrl) + } + await expect(input).toHaveValue(expectedDraft.text) + await input.fill('Continue the recovered draft') + await legacyPage.reload() + await expect(input).toHaveValue('Continue the recovered draft') + const stored = await legacyPage.evaluate(() => + JSON.parse(localStorage.getItem('mothership-drafts:v1') ?? '{}') + ) + const drafts = toRecord(toRecord(toRecord(stored).state).drafts) + assert.deepEqual(toRecord(drafts[draftKey]).fileAttachments, expectedDraft.fileAttachments) + assert.equal(drafts[`${prefix}new`], undefined) + } finally { + await legacyContext.close() + } +} + +try { + await mkdir(artifactDirectory, { recursive: true }) + await sql.begin(async (tx) => { + const email = `${userId}@organization-search-e2e.test` + await tx`insert into "user" (id, name, email, normalized_email, email_verified, created_at, updated_at) + values (${userId}, 'Taylor', ${email}, ${email}, true, now(), now())` + await tx`insert into user_stats (id, user_id) values (${generateId()}, ${userId})` + await tx`insert into organization (id, name, slug, created_at) + values (${organizationId}, 'Acme', ${organizationId}, now()), + (${otherOrganizationId}, 'Other organization', ${otherOrganizationId}, now())` + await tx`insert into member (id, user_id, organization_id, role) + values (${generateId()}, ${userId}, ${organizationId}, 'owner')` + await tx`insert into session (id, token, user_id, expires_at, created_at, updated_at) + values (${generateId()}, ${token}, ${userId}, now() + interval '1 day', now(), now())` + for (const [id, mode, title, owner] of [ + [assistantId, 'assistant', 'Launch readiness', organizationId], + [agentId, 'agent', 'Prepare launch checklist', organizationId], + [deniedChatId, 'assistant', 'Other organization history', otherOrganizationId], + ] as const) { + await tx`insert into copilot_chats (id, user_id, organization_id, type, title, config) + values (${id}, ${userId}, ${owner}, 'mothership', ${title}, + ${tx.json({ conversationMode: mode })})` + } + for (const [seq, role, content] of [ + [1, 'user', question], + [2, 'assistant', answer], + ] as const) { + const messageId = generateId() + await tx`insert into copilot_messages (id, chat_id, message_id, role, content, seq) + values (${generateId()}, ${assistantId}, ${messageId}, ${role}, + ${tx.json({ id: messageId, role, content, timestamp: new Date().toISOString() })}, ${seq})` + } + }) + await context.addCookies([ + { + name: 'better-auth.session_token', + value: encodeURIComponent(`${token}.${await makeSignature(token, authSecret)}`), + url: baseUrl.origin, + httpOnly: true, + sameSite: 'Lax', + }, + ]) + await check('Existing Assistant drafts move with their attachments and stay out of Home', () => + verifyLegacyDraft('assistant', 'assistant') + ) + await check('Existing Home drafts and their attachments stay out of Assistant', () => + verifyLegacyDraft('agent', 'agent') + ) + await check('A newer Assistant draft takes precedence over the legacy shared draft', () => + verifyLegacyDraft('assistant', 'assistant', true) + ) + await check( + 'Search and Assistant preserve independent drafts across tabs and reloads', + async () => { + await page.goto(`${baseUrl.origin}${root}/search`) + await expect(page.getByRole('radio', { name: 'Search', exact: true })).toBeChecked() + const searchInput = page.getByRole('textbox', { name: 'Search your sources' }) + await searchInput.fill('Launch notes') + await page.getByRole('radio', { name: 'Assistant', exact: true }).click() + const assistantInput = page.getByRole('textbox', { name: 'Ask Sim' }) + await expect(assistantInput).toHaveValue('') + await assistantInput.fill('Summarize launch readiness') + await page.getByRole('radio', { name: 'Search', exact: true }).click() + await expect(searchInput).toHaveValue('Launch notes') + await page.getByRole('radio', { name: 'Assistant', exact: true }).click() + await expect(assistantInput).toHaveValue('Summarize launch readiness') + await expect(page).toHaveURL( + (url) => url.pathname === `${root}/search` && url.searchParams.get('mode') === 'assistant' + ) + await page.reload() + await expect(page.getByRole('radio', { name: 'Assistant', exact: true })).toBeChecked() + await expect(assistantInput).toHaveValue('Summarize launch readiness') + } + ) + await check( + 'Traditional search submits the organization query and keeps results in Search', + async () => { + await page.getByRole('radio', { name: 'Search', exact: true }).click() + const responsePromise = page.waitForResponse( + (response) => + new URL(response.url()).pathname === '/api/knowledge/search' && + response.request().method() === 'POST' + ) + await page.getByRole('textbox', { name: 'Search your sources' }).press('Enter') + const response = await responsePromise + assert.equal(response.status(), 200) + const body = toRecord(response.request().postDataJSON()) + assert.equal(body.organizationId, organizationId) + assert.equal(body.query, 'Launch notes') + await expect(page.getByText('Search found no results.', { exact: true })).toBeVisible() + assert.equal(new URL(page.url()).pathname, `${root}/search`) + assert.equal(new URL(page.url()).searchParams.get('q'), 'Launch notes') + await capture('search-results-desktop') + } + ) + await check('Home has its own chat draft and no Build/Search picker', async () => { + await page.goto(`${baseUrl.origin}${root}/home`) + await expect(page.getByRole('textbox', { name: 'Ask Sim' })).toHaveValue('') + await expect(page.getByRole('combobox', { name: 'Conversation mode' })).toHaveCount(0) + await page.getByRole('textbox', { name: 'Ask Sim' }).fill('Prepare a launch checklist') + await capture('home-desktop') + await page.goto(`${baseUrl.origin}${root}/search?mode=assistant`) + await expect(page.getByRole('textbox', { name: 'Ask Sim' })).toHaveValue( + 'Summarize launch readiness' + ) + }) + await check('Saved assistant history opens inside Search and starts a fresh search', async () => { + await page.goto(`${baseUrl.origin}${root}/search/chat/${assistantId}`) + await expect(page.getByRole('radio', { name: 'Assistant', exact: true })).toBeChecked() + await expect(page.getByText(answer, { exact: true })).toBeVisible() + await capture('assistant-conversation-desktop') + await page.getByRole('button', { name: 'New search', exact: true }).click() + await expect(page).toHaveURL(`${baseUrl.origin}${root}/search`) + await expect(page.getByRole('radio', { name: 'Search', exact: true })).toBeChecked() + }) + await check('Existing assistant bookmarks redirect into Search', async () => { + await page.goto(`${baseUrl.origin}${root}/chat/${assistantId}`) + await expect(page).toHaveURL(`${baseUrl.origin}${root}/search/chat/${assistantId}`) + await expect(page.getByText(answer, { exact: true })).toBeVisible() + }) + await check('Search URLs cannot change an agent conversation into an assistant', async () => { + await page.goto(`${baseUrl.origin}${root}/search/chat/${agentId}`) + await expect(page).toHaveURL(`${baseUrl.origin}${root}/chat/${agentId}`) + await expect(page.getByRole('radiogroup', { name: 'Search mode' })).toHaveCount(0) + }) + await check('Assistant history rejects a chat from another organization', async () => { + await page.goto(`${baseUrl.origin}${root}/search/chat/${deniedChatId}`) + await expect(page.getByRole('heading', { name: 'Page not found' })).toBeVisible() + const response = await page.request.get( + `${baseUrl.origin}/api/mothership/chats/${deniedChatId}` + ) + assert.equal(response.status(), 404) + }) + await check('Both search modes fit desktop and 320px/390px phones', async () => { + for (const width of [1440, 390, 320]) { + await page.setViewportSize({ width, height: width === 1440 ? 1000 : 844 }) + for (const mode of ['search', 'assistant'] as const) { + await page.goto(`${baseUrl.origin}${root}/search?mode=${mode}`) + await expect( + page.getByRole('radio', { name: mode === 'search' ? 'Search' : 'Assistant', exact: true }) + ).toBeChecked() + await expect( + page.getByRole('textbox', { name: mode === 'search' ? 'Search your sources' : 'Ask Sim' }) + ).toBeVisible() + const dimensions = await page.evaluate(() => ({ + width: innerWidth, + contentWidth: document.documentElement.scrollWidth, + })) + assert( + dimensions.contentWidth <= dimensions.width, + `Horizontal overflow in ${mode} at ${width}px` + ) + await capture(`${mode}-${width}`) + } + } + }) + await check( + 'Search-only members can reopen assistant history without access to Home chat', + async () => { + await sql`insert into permission_group (id, organization_id, name, config, created_by, is_default) + values (${generateId()}, ${organizationId}, 'Search only', + ${sql.json({ disableWorkspaceCreation: true })}, ${userId}, true)` + await page.goto(`${baseUrl.origin}${root}/home`) + await expect(page).toHaveURL(`${baseUrl.origin}${root}/search`) + await page.goto(`${baseUrl.origin}${root}/search/chat/${assistantId}`) + await expect(page.getByText(answer, { exact: true })).toBeVisible() + } + ) + await check('Search-only members recover legacy drafts without a remembered mode', () => + verifyLegacyDraft(undefined, 'assistant') + ) + await check('The UI completes without browser runtime errors', async () => { + assert.deepEqual(browserErrors, []) + }) +} catch (error) { + logger.error('Organization Search E2E failed', { error: getErrorMessage(error) }) + await capture('failure').catch(() => {}) + process.exitCode = 1 +} finally { + await browser.close() + try { + await sql.begin(async (tx) => { + await tx`delete from workspace where owner_id = ${userId}` + await tx`delete from project where owner_id = ${userId}` + await tx`delete from organization where id in (${organizationId}, ${otherOrganizationId})` + await tx`delete from "user" where id = ${userId}` + }) + } catch (error) { + checks.push({ + name: 'Fixture cleanup', + status: 'failed', + durationMs: 0, + error: getErrorMessage(error), + }) + process.exitCode = 1 + } finally { + await sql.end() + } + await mkdir(dirname(reportPath), { recursive: true }) + await writeFile(reportPath, JSON.stringify({ checks, browserErrors, artifactDirectory }, null, 2)) +} diff --git a/apps/sim/stores/organization-chat-mode/store.test.ts b/apps/sim/stores/organization-chat-mode/store.test.ts deleted file mode 100644 index 5783095ba68..00000000000 --- a/apps/sim/stores/organization-chat-mode/store.test.ts +++ /dev/null @@ -1,64 +0,0 @@ -/** @vitest-environment jsdom */ -import { beforeEach, describe, expect, it } from 'vitest' -import { useOrganizationChatModeStore } from '@/stores/organization-chat-mode/store' - -beforeEach(() => { - localStorage.clear() - useOrganizationChatModeStore.setState({ modes: {}, assistantSearchLevels: {} }) -}) - -describe('organization Search preferences', () => { - it('migrates old Fast choices without losing mode or user/org isolation', async () => { - localStorage.setItem( - 'organization-chat-mode', - JSON.stringify({ - version: 0, - state: { - modes: { 'a:org': 'assistant', 'b:org': 'agent' }, - assistantFast: { 'a:org': true, 'b:org': false }, - }, - }) - ) - await useOrganizationChatModeStore.persist.rehydrate() - expect(useOrganizationChatModeStore.getState().modes).toEqual({ - 'a:org': 'assistant', - 'b:org': 'agent', - }) - expect(useOrganizationChatModeStore.getState().assistantSearchLevels).toEqual({ - 'a:org': 'fast', - 'b:org': 'adaptive', - }) - expect(JSON.parse(localStorage.getItem('organization-chat-mode')!).state).not.toHaveProperty( - 'assistantFast' - ) - }) -}) - -it('migrates saved None to Auto while preserving assistant levels and modes', async () => { - localStorage.setItem( - 'organization-chat-mode', - JSON.stringify({ - version: 1, - state: { - modes: { 'a:org': 'assistant', 'b:org': 'agent' }, - assistantSearchLevels: { - 'a:org': 'none', - 'b:org': 'max', - 'c:org': 'fast', - 'd:org': 'adaptive', - }, - }, - }) - ) - await useOrganizationChatModeStore.persist.rehydrate() - expect(useOrganizationChatModeStore.getState().assistantSearchLevels).toEqual({ - 'a:org': 'adaptive', - 'b:org': 'max', - 'c:org': 'fast', - 'd:org': 'adaptive', - }) - expect(useOrganizationChatModeStore.getState().modes).toEqual({ - 'a:org': 'assistant', - 'b:org': 'agent', - }) -}) diff --git a/apps/sim/stores/organization-chat-mode/store.ts b/apps/sim/stores/organization-chat-mode/store.ts deleted file mode 100644 index 31d26ddadb9..00000000000 --- a/apps/sim/stores/organization-chat-mode/store.ts +++ /dev/null @@ -1,73 +0,0 @@ -import { create } from 'zustand' -import { persist } from 'zustand/middleware' -import type { SearchLevel } from '@/app/o/[organizationId]/home/search-params' -import type { ChatRequestMode } from '@/app/workspace/[workspaceId]/home/types' - -interface OrganizationChatModeState { - modes: Record - assistantSearchLevels: Record - setAssistantSearchLevel: (userId: string, organizationId: string, level: SearchLevel) => void - setMode: (userId: string, organizationId: string, mode: ChatRequestMode) => void -} - -/** Only explicit choices become defaults; viewing a saved chat does not change them. */ -export const useOrganizationChatModeStore = create()( - persist( - (set) => ({ - modes: {}, - assistantSearchLevels: {}, - setAssistantSearchLevel: (userId, organizationId, level) => - set((state) => ({ - assistantSearchLevels: { - ...state.assistantSearchLevels, - [`${userId}:${organizationId}`]: level, - }, - })), - setMode: (userId, organizationId, mode) => - set((state) => ({ modes: { ...state.modes, [`${userId}:${organizationId}`]: mode } })), - }), - { - name: 'organization-chat-mode', - version: 2, - migrate: (persisted: unknown) => { - const modes: Record = {} - const assistantSearchLevels: Record = {} - if (typeof persisted !== 'object' || persisted === null) - return { modes, assistantSearchLevels } - if ( - 'modes' in persisted && - typeof persisted.modes === 'object' && - persisted.modes !== null - ) { - for (const [key, mode] of Object.entries(persisted.modes)) { - if (mode === 'agent' || mode === 'assistant' || mode === 'plan') modes[key] = mode - } - } - if ( - 'assistantSearchLevels' in persisted && - typeof persisted.assistantSearchLevels === 'object' && - persisted.assistantSearchLevels !== null - ) { - for (const [key, level] of Object.entries(persisted.assistantSearchLevels)) { - if (level === 'fast' || level === 'adaptive' || level === 'max') - assistantSearchLevels[key] = level - else if (level === 'none') assistantSearchLevels[key] = 'adaptive' - } - } else if ( - 'assistantFast' in persisted && - typeof persisted.assistantFast === 'object' && - persisted.assistantFast !== null - ) { - for (const [key, fast] of Object.entries(persisted.assistantFast)) { - if (typeof fast === 'boolean') assistantSearchLevels[key] = fast ? 'fast' : 'adaptive' - } - } - return { modes, assistantSearchLevels } - }, - partialize: (state) => ({ - modes: state.modes, - assistantSearchLevels: state.assistantSearchLevels, - }), - } - ) -) diff --git a/apps/sim/tools/assistant-execution.test.ts b/apps/sim/tools/assistant-execution.test.ts index 29a3550e63e..33b0e9e490e 100644 --- a/apps/sim/tools/assistant-execution.test.ts +++ b/apps/sim/tools/assistant-execution.test.ts @@ -68,6 +68,7 @@ function tool(id: string): InternalToolConfig { name: id, description: 'Personal integration fixture', version: '1.0.0', + assistant: { effect: 'read', version: 1 }, oauth: { required: true, provider: 'google-drive' }, params: { accessToken: { type: 'string', visibility: 'hidden' } }, operation: { input: (params) => params }, diff --git a/apps/sim/tools/coda/list_columns.ts b/apps/sim/tools/coda/list_columns.ts index 8ab4f5d4a94..88a55677532 100644 --- a/apps/sim/tools/coda/list_columns.ts +++ b/apps/sim/tools/coda/list_columns.ts @@ -20,6 +20,7 @@ import type { ToolConfig } from '@/tools/types' export const codaListColumnsTool: ToolConfig = { id: 'coda_list_columns', + assistant: { effect: 'read', version: 1 }, name: 'Coda List Columns', description: 'List the columns of a Coda table with their IDs, formats, and formulas. Use column IDs when reading and writing rows.', diff --git a/apps/sim/tools/coda/list_pages.ts b/apps/sim/tools/coda/list_pages.ts index 0e439b93645..4877905b3a2 100644 --- a/apps/sim/tools/coda/list_pages.ts +++ b/apps/sim/tools/coda/list_pages.ts @@ -20,6 +20,7 @@ import type { ToolConfig } from '@/tools/types' export const codaListPagesTool: ToolConfig = { id: 'coda_list_pages', + assistant: { effect: 'read', version: 1 }, name: 'Coda List Pages', description: 'List the pages in a Coda doc, including their hierarchy', version: '1.0.0', diff --git a/apps/sim/tools/coda/list_rows.ts b/apps/sim/tools/coda/list_rows.ts index 4d6f978b494..d86f849ebba 100644 --- a/apps/sim/tools/coda/list_rows.ts +++ b/apps/sim/tools/coda/list_rows.ts @@ -21,6 +21,7 @@ import type { ToolConfig } from '@/tools/types' export const codaListRowsTool: ToolConfig = { id: 'coda_list_rows', + assistant: { effect: 'read', version: 1 }, name: 'Coda List Rows', description: 'List rows in a Coda table or view, optionally filtered by a column value, sorted, or limited to rows changed since a sync token', diff --git a/apps/sim/tools/coda/list_tables.ts b/apps/sim/tools/coda/list_tables.ts index 6597124bd97..f8204137e18 100644 --- a/apps/sim/tools/coda/list_tables.ts +++ b/apps/sim/tools/coda/list_tables.ts @@ -22,6 +22,7 @@ import type { ToolConfig } from '@/tools/types' export const codaListTablesTool: ToolConfig = { id: 'coda_list_tables', + assistant: { effect: 'read', version: 1 }, name: 'Coda List Tables', description: 'List the tables and views in a Coda doc', version: '1.0.0', diff --git a/apps/sim/tools/coda/resolve_browser_link.ts b/apps/sim/tools/coda/resolve_browser_link.ts index 2622ec6f155..d9c50256bb8 100644 --- a/apps/sim/tools/coda/resolve_browser_link.ts +++ b/apps/sim/tools/coda/resolve_browser_link.ts @@ -18,6 +18,7 @@ export const codaResolveBrowserLinkTool: ToolConfig< CodaResolveBrowserLinkResponse > = { id: 'coda_resolve_browser_link', + assistant: { effect: 'read', version: 1 }, name: 'Coda Resolve Browser Link', description: 'Resolve a Coda browser URL (doc, page, table, row, etc.) into its resource type and ID for use in other Coda operations', diff --git a/apps/sim/tools/confluence/get_page_ancestors.ts b/apps/sim/tools/confluence/get_page_ancestors.ts index 63c5bffc3b2..17419caa353 100644 --- a/apps/sim/tools/confluence/get_page_ancestors.ts +++ b/apps/sim/tools/confluence/get_page_ancestors.ts @@ -29,6 +29,7 @@ export const confluenceGetPageAncestorsTool: InternalToolConfig< ConfluenceGetPageAncestorsResponse > = { id: 'confluence_get_page_ancestors', + assistant: { effect: 'read', version: 1 }, name: 'Confluence Get Page Ancestors', description: 'Get the ancestor (parent) pages of a specific Confluence page. Returns the full hierarchy from the page up to the root.', diff --git a/apps/sim/tools/confluence/get_page_children.ts b/apps/sim/tools/confluence/get_page_children.ts index f9ffbf43c26..a3b7007f00e 100644 --- a/apps/sim/tools/confluence/get_page_children.ts +++ b/apps/sim/tools/confluence/get_page_children.ts @@ -32,6 +32,7 @@ export const confluenceGetPageChildrenTool: InternalToolConfig< ConfluenceGetPageChildrenResponse > = { id: 'confluence_get_page_children', + assistant: { effect: 'read', version: 1 }, name: 'Confluence Get Page Children', description: 'Get all child pages of a specific Confluence page. Useful for navigating page hierarchies.', diff --git a/apps/sim/tools/confluence/get_user.ts b/apps/sim/tools/confluence/get_user.ts index 82f755b0c9b..66d55e11e02 100644 --- a/apps/sim/tools/confluence/get_user.ts +++ b/apps/sim/tools/confluence/get_user.ts @@ -26,6 +26,7 @@ export const confluenceGetUserTool: InternalToolConfig< ConfluenceGetUserResponse > = { id: 'confluence_get_user', + assistant: { effect: 'read', version: 1 }, name: 'Confluence Get User', description: 'Get display name and profile info for a Confluence user by account ID.', version: '1.0.0', diff --git a/apps/sim/tools/confluence/list_comments.ts b/apps/sim/tools/confluence/list_comments.ts index f4d86e9c5a2..af6a7c4f274 100644 --- a/apps/sim/tools/confluence/list_comments.ts +++ b/apps/sim/tools/confluence/list_comments.ts @@ -30,6 +30,7 @@ export const confluenceListCommentsTool: InternalToolConfig< ConfluenceListCommentsResponse > = { id: 'confluence_list_comments', + assistant: { effect: 'read', version: 1 }, name: 'Confluence List Comments', description: 'List all comments on a Confluence page.', version: '1.0.0', diff --git a/apps/sim/tools/confluence/list_spaces.ts b/apps/sim/tools/confluence/list_spaces.ts index 77b9c4007eb..1713db7c67a 100644 --- a/apps/sim/tools/confluence/list_spaces.ts +++ b/apps/sim/tools/confluence/list_spaces.ts @@ -29,6 +29,7 @@ export const confluenceListSpacesTool: InternalToolConfig< ConfluenceListSpacesResponse > = { id: 'confluence_list_spaces', + assistant: { effect: 'read', version: 1 }, name: 'Confluence List Spaces', description: 'List all Confluence spaces accessible to the user.', version: '1.0.0', diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index fa61402405d..4a1ee4d37fc 100644 --- a/apps/sim/tools/generated/tool-ids.ts +++ b/apps/sim/tools/generated/tool-ids.ts @@ -3,7 +3,7 @@ /** Every registered tool id, including versioned variants. */ const toolIds: string[] = JSON.parse( - '["a2a_cancel_task","a2a_get_agent_card","a2a_get_task","a2a_send_message","affinity_batch_update_entity_fields","affinity_batch_update_list_entry_fields","affinity_create_list","affinity_create_list_field_dropdown_option","affinity_create_merge","affinity_create_note","affinity_create_reminder","affinity_delete_list_field_dropdown_option","affinity_delete_note","affinity_get_company","affinity_get_current_user","affinity_get_entity_field_value","affinity_get_list","affinity_get_list_entry","affinity_get_list_entry_field","affinity_get_list_field_dropdown_option","affinity_get_merge","affinity_get_merge_task","affinity_get_note","affinity_get_opportunity","affinity_get_person","affinity_get_saved_view","affinity_get_transcript","affinity_get_user","affinity_list_calls","affinity_list_chat_messages","affinity_list_companies","affinity_list_coworker_connections","affinity_list_emails","affinity_list_entity_field_values","affinity_list_entity_list_entries","affinity_list_entity_lists","affinity_list_entity_notes","affinity_list_entity_relationships","affinity_list_field_dropdown_options","affinity_list_field_metadata","affinity_list_field_value_changes","affinity_list_investor_executive_connections","affinity_list_list_entries","affinity_list_list_entry_field_value_changes","affinity_list_list_entry_fields","affinity_list_list_field_dropdown_options","affinity_list_list_fields","affinity_list_lists","affinity_list_meetings","affinity_list_merge_tasks","affinity_list_merges","affinity_list_note_attached_companies","affinity_list_note_attached_opportunities","affinity_list_note_attached_persons","affinity_list_note_replies","affinity_list_notes","affinity_list_opportunities","affinity_list_persons","affinity_list_reminders","affinity_list_saved_view_entries","affinity_list_saved_views","affinity_list_transcript_fragments","affinity_list_transcripts","affinity_list_users","affinity_search_companies","affinity_search_files","affinity_search_list_entries","affinity_search_notes","affinity_search_persons","affinity_semantic_search","affinity_update_entity_field_value","affinity_update_list_entry_field","affinity_update_list_field_dropdown_option","affinity_update_note","agentmail_create_draft","agentmail_create_inbox","agentmail_delete_draft","agentmail_delete_inbox","agentmail_delete_thread","agentmail_forward_message","agentmail_get_draft","agentmail_get_inbox","agentmail_get_message","agentmail_get_thread","agentmail_list_drafts","agentmail_list_inboxes","agentmail_list_messages","agentmail_list_threads","agentmail_reply_message","agentmail_send_draft","agentmail_send_message","agentmail_update_draft","agentmail_update_inbox","agentmail_update_message","agentmail_update_thread","agentphone_create_call","agentphone_create_contact","agentphone_create_number","agentphone_delete_contact","agentphone_get_call","agentphone_get_call_transcript","agentphone_get_contact","agentphone_get_conversation","agentphone_get_conversation_messages","agentphone_get_number_messages","agentphone_get_usage","agentphone_get_usage_daily","agentphone_get_usage_monthly","agentphone_list_calls","agentphone_list_contacts","agentphone_list_conversations","agentphone_list_numbers","agentphone_react_to_message","agentphone_release_number","agentphone_send_message","agentphone_update_contact","agentphone_update_conversation","agiloft_async_status","agiloft_attach_file","agiloft_attachment_info","agiloft_create_record","agiloft_delete_record","agiloft_get_choice_line_id","agiloft_list_tables","agiloft_lock_record","agiloft_nlp_search","agiloft_read_record","agiloft_remove_attachment","agiloft_retrieve_attachment","agiloft_run_action_button","agiloft_saved_search","agiloft_search_records","agiloft_select_records","agiloft_update_record","agiloft_upsert_record","ahrefs_anchors","ahrefs_backlinks","ahrefs_backlinks_stats","ahrefs_batch_analysis","ahrefs_broken_backlinks","ahrefs_domain_rating","ahrefs_domain_rating_history","ahrefs_keyword_overview","ahrefs_keywords_history","ahrefs_metrics","ahrefs_metrics_history","ahrefs_organic_competitors","ahrefs_organic_keywords","ahrefs_paid_pages","ahrefs_rank_tracker_competitors_overview","ahrefs_rank_tracker_competitors_stats","ahrefs_rank_tracker_overview","ahrefs_rank_tracker_serp_overview","ahrefs_refdomains_history","ahrefs_referring_domains","ahrefs_related_terms","ahrefs_site_audit_page_explorer","ahrefs_top_pages","airtable_create_records","airtable_delete_records","airtable_get_base_schema","airtable_get_record","airtable_list_bases","airtable_list_records","airtable_list_tables","airtable_update_multiple_records","airtable_update_record","airtable_upsert_records","algolia_add_record","algolia_batch_operations","algolia_browse_records","algolia_clear_records","algolia_copy_move_index","algolia_delete_by_filter","algolia_delete_index","algolia_delete_record","algolia_get_record","algolia_get_records","algolia_get_settings","algolia_get_task_status","algolia_list_indices","algolia_partial_update_record","algolia_search","algolia_update_settings","amplitude_event_segmentation","amplitude_funnels","amplitude_get_active_users","amplitude_get_revenue","amplitude_group_identify","amplitude_identify_user","amplitude_list_events","amplitude_realtime_active_users","amplitude_retention","amplitude_send_event","amplitude_user_activity","amplitude_user_profile","amplitude_user_search","apify_get_dataset_items","apify_get_run","apify_run_actor_async","apify_run_actor_sync","apify_run_task","apollo_account_bulk_create","apollo_account_bulk_update","apollo_account_create","apollo_account_search","apollo_account_update","apollo_contact_bulk_create","apollo_contact_bulk_update","apollo_contact_create","apollo_contact_search","apollo_contact_update","apollo_email_accounts","apollo_opportunity_create","apollo_opportunity_get","apollo_opportunity_search","apollo_opportunity_update","apollo_organization_bulk_enrich","apollo_organization_enrich","apollo_organization_search","apollo_people_bulk_enrich","apollo_people_enrich","apollo_people_search","apollo_sequence_add_contacts","apollo_sequence_search","apollo_task_create","apollo_task_search","appconfig_create_application","appconfig_create_configuration_profile","appconfig_create_environment","appconfig_create_hosted_configuration_version","appconfig_delete_application","appconfig_delete_configuration_profile","appconfig_delete_environment","appconfig_delete_hosted_configuration_version","appconfig_get_application","appconfig_get_configuration","appconfig_get_configuration_profile","appconfig_get_deployment","appconfig_get_environment","appconfig_get_hosted_configuration_version","appconfig_list_applications","appconfig_list_configuration_profiles","appconfig_list_deployment_strategies","appconfig_list_deployments","appconfig_list_environments","appconfig_list_hosted_configuration_versions","appconfig_start_deployment","appconfig_stop_deployment","appconfig_update_application","appconfig_update_configuration_profile","appconfig_update_environment","arxiv_get_author_papers","arxiv_get_paper","arxiv_search","asana_add_comment","asana_add_followers","asana_create_project","asana_create_section","asana_create_subtask","asana_create_task","asana_delete_task","asana_get_project","asana_get_projects","asana_get_task","asana_list_sections","asana_list_workspaces","asana_search_tasks","asana_update_task","ashby_add_candidate_tag","ashby_anonymize_candidate","ashby_change_application_source","ashby_change_application_stage","ashby_create_application","ashby_create_candidate","ashby_create_note","ashby_delete_application","ashby_get_application","ashby_get_candidate","ashby_get_job","ashby_get_job_posting","ashby_get_offer","ashby_get_opening","ashby_list_application_feedback","ashby_list_application_history","ashby_list_applications","ashby_list_archive_reasons","ashby_list_candidate_tags","ashby_list_candidates","ashby_list_custom_fields","ashby_list_departments","ashby_list_interview_plans","ashby_list_interview_stages","ashby_list_interviews","ashby_list_job_postings","ashby_list_jobs","ashby_list_locations","ashby_list_notes","ashby_list_offers","ashby_list_openings","ashby_list_sources","ashby_list_users","ashby_remove_candidate_tag","ashby_search_candidates","ashby_search_jobs","ashby_search_openings","ashby_search_users","ashby_set_custom_field_value","ashby_set_custom_field_values","ashby_transfer_application","ashby_update_candidate","ashby_upload_candidate_file","ashby_upload_resume","athena_batch_get_named_query","athena_batch_get_prepared_statement","athena_batch_get_query_execution","athena_create_named_query","athena_create_prepared_statement","athena_delete_named_query","athena_delete_prepared_statement","athena_get_data_catalog","athena_get_database","athena_get_named_query","athena_get_prepared_statement","athena_get_query_execution","athena_get_query_results","athena_get_query_runtime_statistics","athena_get_table_metadata","athena_get_work_group","athena_list_data_catalogs","athena_list_databases","athena_list_named_queries","athena_list_prepared_statements","athena_list_query_executions","athena_list_table_metadata","athena_list_work_groups","athena_start_query","athena_stop_query","athena_update_named_query","athena_update_prepared_statement","attio_assert_record","attio_create_attribute","attio_create_comment","attio_create_list","attio_create_list_entry","attio_create_note","attio_create_object","attio_create_record","attio_create_task","attio_create_webhook","attio_delete_comment","attio_delete_list_entry","attio_delete_note","attio_delete_record","attio_delete_task","attio_delete_webhook","attio_get_attribute","attio_get_comment","attio_get_list","attio_get_list_entry","attio_get_member","attio_get_note","attio_get_object","attio_get_record","attio_get_task","attio_get_thread","attio_get_webhook","attio_list_attributes","attio_list_lists","attio_list_members","attio_list_notes","attio_list_objects","attio_list_records","attio_list_tasks","attio_list_threads","attio_list_webhooks","attio_query_list_entries","attio_search_records","attio_update_attribute","attio_update_list","attio_update_list_entry","attio_update_object","attio_update_record","attio_update_task","attio_update_webhook","azure_data_explorer_create_table","azure_data_explorer_drop_table","azure_data_explorer_ingest_from_query","azure_data_explorer_ingest_inline","azure_data_explorer_list_databases","azure_data_explorer_list_functions","azure_data_explorer_list_tables","azure_data_explorer_management","azure_data_explorer_query","azure_data_explorer_show_database_schema","azure_data_explorer_show_ingestion_failures","azure_data_explorer_show_operations","azure_data_explorer_show_table_details","azure_data_explorer_show_table_schema","azure_devops_add_comment","azure_devops_create_work_item","azure_devops_get_build_log","azure_devops_get_build_timeline","azure_devops_get_comments","azure_devops_get_pipeline","azure_devops_get_pipeline_run","azure_devops_get_work_item","azure_devops_get_work_items_batch","azure_devops_get_work_items_between_builds","azure_devops_list_build_logs","azure_devops_list_builds","azure_devops_list_pipeline_runs","azure_devops_list_pipelines","azure_devops_query_work_items","azure_devops_update_work_item","bitbucket_approve_pull_request","bitbucket_create_branch","bitbucket_create_pull_request","bitbucket_create_pull_request_comment","bitbucket_decline_pull_request","bitbucket_delete_branch","bitbucket_get_commit","bitbucket_get_file","bitbucket_get_file_metadata","bitbucket_get_pipeline","bitbucket_get_pipeline_step_log","bitbucket_get_pull_request","bitbucket_get_pull_request_diff","bitbucket_get_pull_request_diffstat","bitbucket_get_pull_request_merge_task_status","bitbucket_get_repository","bitbucket_list_branches","bitbucket_list_commits","bitbucket_list_directory","bitbucket_list_pipeline_steps","bitbucket_list_pipelines","bitbucket_list_pull_request_comments","bitbucket_list_pull_request_commit_statuses","bitbucket_list_pull_requests","bitbucket_list_repositories","bitbucket_list_workspaces","bitbucket_merge_pull_request","bitbucket_request_pull_request_changes","bitbucket_stop_pipeline","bitbucket_trigger_pipeline","box_copy_file","box_create_folder","box_delete_file","box_delete_folder","box_download_file","box_download_file_v2","box_get_file_info","box_list_folder_items","box_search","box_sign_cancel_request","box_sign_create_request","box_sign_get_request","box_sign_list_requests","box_sign_resend_request","box_update_file","box_upload_file","brandfetch_get_brand","brandfetch_search","brex_archive_budget","brex_create_budget","brex_create_spend_limit","brex_create_transfer","brex_create_vendor","brex_get_budget","brex_get_cash_account","brex_get_company","brex_get_current_user","brex_get_expense","brex_get_spend_limit","brex_get_transfer","brex_get_user","brex_get_vendor","brex_list_budgets","brex_list_card_accounts","brex_list_card_statements","brex_list_card_transactions","brex_list_cards","brex_list_cash_accounts","brex_list_cash_statements","brex_list_cash_transactions","brex_list_departments","brex_list_expenses","brex_list_locations","brex_list_spend_limits","brex_list_titles","brex_list_transfers","brex_list_users","brex_list_vendors","brex_match_receipt","brex_update_expense","brex_update_vendor","brex_upload_receipt","brightdata_cancel_snapshot","brightdata_discover","brightdata_download_snapshot","brightdata_scrape_dataset","brightdata_scrape_url","brightdata_serp_search","brightdata_snapshot_status","brightdata_sync_scrape","browser_use_run_task","buffer_create_idea","buffer_create_post","buffer_delete_post","buffer_edit_post","buffer_get_account","buffer_get_aggregated_post_metrics","buffer_get_channel","buffer_get_channels","buffer_get_daily_posting_limits","buffer_get_idea_groups","buffer_get_ideas","buffer_get_post","buffer_get_posts","calcom_cancel_booking","calcom_confirm_booking","calcom_create_booking","calcom_create_event_type","calcom_create_schedule","calcom_decline_booking","calcom_delete_event_type","calcom_delete_schedule","calcom_get_booking","calcom_get_default_schedule","calcom_get_event_type","calcom_get_schedule","calcom_get_slots","calcom_list_bookings","calcom_list_event_types","calcom_list_schedules","calcom_reschedule_booking","calcom_update_event_type","calcom_update_schedule","calendly_cancel_event","calendly_create_event_invitee","calendly_create_invitee_no_show","calendly_create_scheduling_link","calendly_create_webhook","calendly_delete_invitee_no_show","calendly_delete_webhook","calendly_get_current_user","calendly_get_event_invitee","calendly_get_event_type","calendly_get_scheduled_event","calendly_get_user","calendly_list_event_invitees","calendly_list_event_type_available_times","calendly_list_event_types","calendly_list_organization_memberships","calendly_list_routing_form_submissions","calendly_list_routing_forms","calendly_list_scheduled_events","calendly_list_user_availability_schedules","calendly_list_user_busy_times","calendly_list_webhooks","cbinsights_chat","cbinsights_get_commercial_maturity_history","cbinsights_get_exit_probability_history","cbinsights_get_mosaic_history","cbinsights_get_org_business_relationships","cbinsights_get_org_funding_window","cbinsights_get_org_fundings","cbinsights_get_org_investments","cbinsights_get_org_management_and_board","cbinsights_get_org_outlook","cbinsights_get_org_portfolio_exits","cbinsights_get_org_revenue","cbinsights_get_scouting_report","cbinsights_get_strategy_map","cbinsights_list_business_relationships","cbinsights_list_funding_window","cbinsights_list_fundings","cbinsights_list_investments","cbinsights_list_management_and_board","cbinsights_list_outlook","cbinsights_list_portfolio_exits","cbinsights_list_revenue","cbinsights_lookup_organizations","cbinsights_rag","cbinsights_search_firmographics","checkr_add_report_tag","checkr_apply_report_review_action","checkr_cancel_adverse_action","checkr_cancel_continuous_check","checkr_cancel_invitation","checkr_cancel_subscription","checkr_complete_report","checkr_create_adverse_action","checkr_create_candidate","checkr_create_continuous_check","checkr_create_geo","checkr_create_invitation","checkr_create_report","checkr_create_subscription","checkr_delete_candidate_pii","checkr_delete_geo","checkr_get_account","checkr_get_adverse_action","checkr_get_candidate","checkr_get_continuous_check","checkr_get_document","checkr_get_geo","checkr_get_invitation","checkr_get_node","checkr_get_package","checkr_get_program","checkr_get_report","checkr_get_report_eta","checkr_get_report_progressive_status","checkr_get_report_tags","checkr_get_screening","checkr_get_subscription","checkr_get_verification","checkr_list_adverse_actions","checkr_list_adverse_items","checkr_list_assessments","checkr_list_candidate_documents","checkr_list_candidates","checkr_list_continuous_checks","checkr_list_counties","checkr_list_geos","checkr_list_invitations","checkr_list_nodes","checkr_list_packages","checkr_list_programs","checkr_list_report_addresses","checkr_list_subscriptions","checkr_list_users","checkr_list_verifications","checkr_remove_report_tag","checkr_set_report_tags","checkr_update_candidate","checkr_update_continuous_check","checkr_update_geo","checkr_update_report","checkr_update_subscription","circleback_add_tag_to_meetings","circleback_create_tag","circleback_delete_action_item","circleback_delete_meeting","circleback_delete_tag","circleback_get_company","circleback_get_meeting","circleback_get_person","circleback_get_transcript","circleback_list_action_items","circleback_list_calendar_events","circleback_list_companies","circleback_list_meetings","circleback_list_people","circleback_list_tags","circleback_remove_tag_from_meetings","circleback_search_meetings","circleback_update_action_item","circleback_update_meeting","circleback_update_tag","clay_populate","clerk_add_organization_member","clerk_ban_user","clerk_create_actor_token","clerk_create_allowlist_identifier","clerk_create_blocklist_identifier","clerk_create_organization","clerk_create_organization_invitation","clerk_create_user","clerk_delete_allowlist_identifier","clerk_delete_blocklist_identifier","clerk_delete_organization","clerk_delete_user","clerk_get_jwt_template","clerk_get_organization","clerk_get_session","clerk_get_user","clerk_get_user_oauth_token","clerk_list_allowlist_identifiers","clerk_list_blocklist_identifiers","clerk_list_jwt_templates","clerk_list_organization_invitations","clerk_list_organization_memberships","clerk_list_organizations","clerk_list_sessions","clerk_list_users","clerk_lock_user","clerk_remove_organization_member","clerk_revoke_actor_token","clerk_revoke_session","clerk_unban_user","clerk_unlock_user","clerk_update_organization","clerk_update_organization_membership","clerk_update_user","clickhouse_count_rows","clickhouse_create_database","clickhouse_create_table","clickhouse_delete","clickhouse_describe_table","clickhouse_drop_database","clickhouse_drop_partition","clickhouse_drop_table","clickhouse_execute","clickhouse_insert","clickhouse_insert_rows","clickhouse_introspect","clickhouse_kill_query","clickhouse_list_clusters","clickhouse_list_databases","clickhouse_list_mutations","clickhouse_list_partitions","clickhouse_list_running_queries","clickhouse_list_tables","clickhouse_optimize_table","clickhouse_query","clickhouse_rename_table","clickhouse_show_create_table","clickhouse_table_stats","clickhouse_truncate_table","clickhouse_update","clickup_add_tag_to_task","clickup_create_checklist","clickup_create_checklist_item","clickup_create_comment","clickup_create_folder","clickup_create_list","clickup_create_task","clickup_create_time_entry","clickup_delete_checklist","clickup_delete_checklist_item","clickup_delete_comment","clickup_delete_task","clickup_delete_time_entry","clickup_get_comments","clickup_get_custom_fields","clickup_get_folders","clickup_get_list_members","clickup_get_lists","clickup_get_running_timer","clickup_get_space_tags"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_discover","hunter_domain_search","hunter_email_count","hunter_email_finder","hunter_email_verifier","iam_add_user_to_group","iam_attach_role_policy","iam_attach_user_policy","iam_create_access_key","iam_create_role","iam_create_user","iam_delete_access_key","iam_delete_role","iam_delete_user","iam_detach_role_policy","iam_detach_user_policy","iam_get_policy","iam_get_role","iam_get_user","iam_list_access_keys","iam_list_attached_role_policies","iam_list_attached_user_policies","iam_list_groups","iam_list_policies","iam_list_roles","iam_list_users","iam_remove_user_from_group","iam_simulate_principal_policy","iam_update_access_key","icypeas_find_email","icypeas_verify_email","identity_center_check_assignment_deletion_status","identity_center_check_assignment_status","identity_center_create_account_assignment","identity_center_delete_account_assignment","identity_center_describe_account","identity_center_describe_group","identity_center_describe_user","identity_center_get_group","identity_center_get_user","identity_center_list_account_assignments","identity_center_list_accounts","identity_center_list_assignments_for_account","identity_center_list_group_memberships","identity_center_list_groups","identity_center_list_instances","identity_center_list_permission_sets","image_generate","incidentio_actions_create","incidentio_actions_list","incidentio_actions_show","incidentio_actions_update","incidentio_alert_events_create","incidentio_alerts_list","incidentio_alerts_resolve","incidentio_alerts_show","incidentio_catalog_entries_list","incidentio_catalog_types_list","incidentio_custom_fields_create","incidentio_custom_fields_delete","incidentio_custom_fields_list","incidentio_custom_fields_show","incidentio_custom_fields_update","incidentio_escalation_paths_create","incidentio_escalation_paths_delete","incidentio_escalation_paths_list","incidentio_escalation_paths_show","incidentio_escalation_paths_update","incidentio_escalations_cancel","incidentio_escalations_create","incidentio_escalations_list","incidentio_escalations_show","incidentio_follow_ups_create","incidentio_follow_ups_list","incidentio_follow_ups_show","incidentio_follow_ups_update","incidentio_incident_alerts_list","incidentio_incident_memberships_create","incidentio_incident_memberships_revoke","incidentio_incident_participants_list","incidentio_incident_roles_create","incidentio_incident_roles_delete","incidentio_incident_roles_list","incidentio_incident_roles_show","incidentio_incident_roles_update","incidentio_incident_statuses_list","incidentio_incident_timestamps_list","incidentio_incident_timestamps_show","incidentio_incident_types_list","incidentio_incident_updates_list","incidentio_incidents_create","incidentio_incidents_list","incidentio_incidents_show","incidentio_incidents_update","incidentio_on_call_now","incidentio_schedule_entries_list","incidentio_schedule_overrides_create","incidentio_schedule_overrides_list","incidentio_schedules_create","incidentio_schedules_delete","incidentio_schedules_list","incidentio_schedules_show","incidentio_schedules_update","incidentio_severities_list","incidentio_teams_list","incidentio_teams_show","incidentio_users_list","incidentio_users_show","incidentio_workflows_create","incidentio_workflows_delete","incidentio_workflows_list","incidentio_workflows_show","incidentio_workflows_update","infisical_create_secret","infisical_delete_secret","infisical_get_secret","infisical_list_secrets","infisical_update_secret","instagram_delete_comment","instagram_download_media","instagram_get_account_insights","instagram_get_container_status","instagram_get_conversation_messages","instagram_get_media","instagram_get_media_insights","instagram_get_message","instagram_get_profile","instagram_get_publishing_limit","instagram_hide_comment","instagram_list_comments","instagram_list_conversations","instagram_list_media","instagram_list_stories","instagram_private_reply","instagram_publish_carousel","instagram_publish_image","instagram_publish_reel","instagram_publish_story","instagram_publish_video","instagram_reply_to_comment","instagram_send_text_message","instagram_set_comments_enabled","instantly_activate_campaign","instantly_create_campaign","instantly_create_lead","instantly_create_lead_list","instantly_delete_campaign","instantly_delete_leads","instantly_get_lead","instantly_list_campaigns","instantly_list_emails","instantly_list_lead_lists","instantly_list_leads","instantly_patch_campaign","instantly_patch_lead","instantly_pause_campaign","instantly_reply_to_email","instantly_update_lead_interest_status","intercom_assign_conversation_v2","intercom_attach_contact_to_company_v2","intercom_close_conversation_v2","intercom_create_company","intercom_create_company_v2","intercom_create_contact","intercom_create_contact_v2","intercom_create_event_v2","intercom_create_message","intercom_create_message_v2","intercom_create_note_v2","intercom_create_tag_v2","intercom_create_ticket","intercom_create_ticket_v2","intercom_dele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ange_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youcom_answer","youcom_finance_research","youcom_get_account_balance","youcom_get_contents","youcom_get_research_task","youcom_research","youcom_search","youcom_search_images","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_create_account","zoho_desk_create_contact","zoho_desk_create_ticket","zoho_desk_delete_comment","zoho_desk_get_account","zoho_desk_get_agent","zoho_desk_get_attachment","zoho_desk_get_comment","zoho_desk_get_contact","zoho_desk_get_department","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_accounts","zoho_desk_list_agents","zoho_desk_list_comments","zoho_desk_list_contacts","zoho_desk_list_departments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_move_ticket","zoho_desk_search_accounts","zoho_desk_search_contacts","zoho_desk_search_tickets","zoho_desk_send_reply","zoho_desk_update_account","zoho_desk_update_comment","zoho_desk_update_contact","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' + '["a2a_cancel_task","a2a_get_agent_card","a2a_get_task","a2a_send_message","affinity_batch_update_entity_fields","affinity_batch_update_list_entry_fields","affinity_create_list","affinity_create_list_field_dropdown_option","affinity_create_merge","affinity_create_note","affinity_create_reminder","affinity_delete_list_field_dropdown_option","affinity_delete_note","affinity_get_company","affinity_get_current_user","affinity_get_entity_field_value","affinity_get_list","affinity_get_list_entry","affinity_get_list_entry_field","affinity_get_list_field_dropdown_option","affinity_get_merge","affinity_get_merge_task","affinity_get_note","affinity_get_opportunity","affinity_get_person","affinity_get_saved_view","affinity_get_transcript","affinity_get_user","affinity_list_calls","affinity_list_chat_messages","affinity_list_companies","affinity_list_coworker_connections","affinity_list_emails","affinity_list_entity_field_values","affinity_list_entity_list_entries","affinity_list_entity_lists","affinity_list_entity_notes","affinity_list_entity_relationships","affinity_list_field_dropdown_options","affinity_list_field_metadata","affinity_list_field_value_changes","affinity_list_investor_executive_connections","affinity_list_list_entries","affinity_list_list_entry_field_value_changes","affinity_list_list_entry_fields","affinity_list_list_field_dropdown_options","affinity_list_list_fields","affinity_list_lists","affinity_list_meetings","affinity_list_merge_tasks","affinity_list_merges","affinity_list_note_attached_companies","affinity_list_note_attached_opportunities","affinity_list_note_attached_persons","affinity_list_note_replies","affinity_list_notes","affinity_list_opportunities","affinity_list_persons","affinity_list_reminders","affinity_list_saved_view_entries","affinity_list_saved_views","affinity_list_transcript_fragments","affinity_list_transcripts","affinity_list_users","affinity_search_companies","affinity_search_files","affinity_search_list_entries","affinity_search_notes","affinity_search_persons","affinity_semantic_search","affinity_update_entity_field_value","affinity_update_list_entry_field","affinity_update_list_field_dropdown_option","affinity_update_note","agentmail_create_draft","agentmail_create_inbox","agentmail_delete_draft","agentmail_delete_inbox","agentmail_delete_thread","agentmail_forward_message","agentmail_get_draft","agentmail_get_inbox","agentmail_get_message","agentmail_get_thread","agentmail_list_drafts","agentmail_list_inboxes","agentmail_list_messages","agentmail_list_threads","agentmail_reply_message","agentmail_send_draft","agentmail_send_message","agentmail_update_draft","agentmail_update_inbox","agentmail_update_message","agentmail_update_thread","agentphone_create_call","agentphone_create_contact","agentphone_create_number","agentphone_delete_contact","agentphone_get_call","agentphone_get_call_transcript","agentphone_get_contact","agentphone_get_conversation","agentphone_get_conversation_messages","agentphone_get_number_messages","agentphone_get_usage","agentphone_get_usage_daily","agentphone_get_usage_monthly","agentphone_list_calls","agentphone_list_contacts","agentphone_list_conversations","agentphone_list_numbers","agentphone_react_to_message","agentphone_release_number","agentphone_send_message","agentphone_update_contact","agentphone_update_conversation","agiloft_async_status","agiloft_attach_file","agiloft_attachment_info","agiloft_create_record","agiloft_delete_record","agiloft_get_choice_line_id","agiloft_list_tables","agiloft_lock_record","agiloft_nlp_search","agiloft_read_record","agiloft_remove_attachment","agiloft_retrieve_attachment","agiloft_run_action_button","agiloft_saved_search","agiloft_search_records","agiloft_select_records","agiloft_update_record","agiloft_upsert_record","ahrefs_anchors","ahrefs_backlinks","ahrefs_backlinks_stats","ahrefs_batch_analysis","ahrefs_broken_backlinks","ahrefs_domain_rating","ahrefs_domain_rating_history","ahrefs_keyword_overview","ahrefs_keywords_history","ahrefs_metrics","ahrefs_metrics_history","ahrefs_organic_competitors","ahrefs_organic_keywords","ahrefs_paid_pages","ahrefs_rank_tracker_competitors_overview","ahrefs_rank_tracker_competitors_stats","ahrefs_rank_tracker_overview","ahrefs_rank_tracker_serp_overview","ahrefs_refdomains_history","ahrefs_referring_domains","ahrefs_related_terms","ahrefs_site_audit_page_explorer","ahrefs_top_pages","airtable_create_records","airtable_delete_records","airtable_get_base_schema","airtable_get_record","airtable_list_bases","airtable_list_records","airtable_list_tables","airtable_update_multiple_records","airtable_update_record","airtable_upsert_records","algolia_add_record","algolia_batch_operations","algolia_browse_records","algolia_clear_records","algolia_copy_move_index","algolia_delete_by_filter","algolia_delete_index","algolia_delete_record","algolia_get_record","algolia_get_records","algolia_get_settings","algolia_get_task_status","algolia_list_indices","algolia_partial_update_record","algolia_search","algolia_update_settings","amplitude_event_segmentation","amplitude_funnels","amplitude_get_active_users","amplitude_get_revenue","amplitude_group_identify","amplitude_identify_user","amplitude_list_events","amplitude_realtime_active_users","amplitude_retention","amplitude_send_event","amplitude_user_activity","amplitude_user_profile","amplitude_user_search","apify_get_dataset_items","apify_get_run","apify_run_actor_async","apify_run_actor_sync","apify_run_task","apollo_account_bulk_create","apollo_account_bulk_update","apollo_account_create","apollo_account_search","apollo_account_update","apollo_contact_bulk_create","apollo_contact_bulk_update","apollo_contact_create","apollo_contact_search","apollo_contact_update","apollo_email_accounts","apollo_opportunity_create","apollo_opportunity_get","apollo_opportunity_search","apollo_opportunity_update","apollo_organization_bulk_enrich","apollo_organization_enrich","apollo_organization_search","apollo_people_bulk_enrich","apollo_people_enrich","apollo_people_search","apollo_sequence_add_contacts","apollo_sequence_search","apollo_task_create","apollo_task_search","appconfig_create_application","appconfig_create_configuration_profile","appconfig_create_environment","appconfig_create_hosted_configuration_version","appconfig_delete_application","appconfig_delete_configuration_profile","appconfig_delete_environment","appconfig_delete_hosted_configuration_version","appconfig_get_application","appconfig_get_configuration","appconfig_get_configuration_profile","appconfig_get_deployment","appconfig_get_environment","appconfig_get_hosted_configuration_version","appconfig_list_applications","appconfig_list_configuration_profiles","appconfig_list_deployment_strategies","appconfig_list_deployments","appconfig_list_environments","appconfig_list_hosted_configuration_versions","appconfig_start_deployment","appconfig_stop_deployment","appconfig_update_application","appconfig_update_configuration_profile","appconfig_update_environment","arxiv_get_author_papers","arxiv_get_paper","arxiv_search","asana_add_comment","asana_add_followers","asana_create_project","asana_create_section","asana_create_subtask","asana_create_task","asana_delete_task","asana_get_project","asana_get_projects","asana_get_task","asana_list_sections","asana_list_workspaces","asana_search_tasks","asana_update_task","ashby_add_candidate_tag","ashby_anonymize_candidate","ashby_change_application_source","ashby_change_application_stage","ashby_create_application","ashby_create_candidate","ashby_create_note","ashby_delete_application","ashby_get_application","ashby_get_candidate","ashby_get_job","ashby_get_job_posting","ashby_get_offer","ashby_get_opening","ashby_list_application_feedback","ashby_list_application_history","ashby_list_applications","ashby_list_archive_reasons","ashby_list_candidate_tags","ashby_list_candidates","ashby_list_custom_fields","ashby_list_departments","ashby_list_interview_plans","ashby_list_interview_stages","ashby_list_interviews","ashby_list_job_postings","ashby_list_jobs","ashby_list_locations","ashby_list_notes","ashby_list_offers","ashby_list_openings","ashby_list_sources","ashby_list_users","ashby_remove_candidate_tag","ashby_search_candidates","ashby_search_jobs","ashby_search_openings","ashby_search_users","ashby_set_custom_field_value","ashby_set_custom_field_values","ashby_transfer_application","ashby_update_candidate","ashby_upload_candidate_file","ashby_upload_resume","athena_batch_get_named_query","athena_batch_get_prepared_statement","athena_batch_get_query_execution","athena_create_named_query","athena_create_prepared_statement","athena_delete_named_query","athena_delete_prepared_statement","athena_get_data_catalog","athena_get_database","athena_get_named_query","athena_get_prepared_statement","athena_get_query_execution","athena_get_query_results","athena_get_query_runtime_statistics","athena_get_table_metadata","athena_get_work_group","athena_list_data_catalogs","athena_list_databases","athena_list_named_queries","athena_list_prepared_statements","athena_list_query_executions","athena_list_table_metadata","athena_list_work_groups","athena_start_query","athena_stop_query","athena_update_named_query","athena_update_prepared_statement","attio_assert_record","attio_create_attribute","attio_create_comment","attio_create_list","attio_create_list_entry","attio_create_note","attio_create_object","attio_create_record","attio_create_task","attio_create_webhook","attio_delete_comment","attio_delete_list_entry","attio_delete_note","attio_delete_record","attio_delete_task","attio_delete_webhook","attio_get_attribute","attio_get_comment","attio_get_list","attio_get_list_entry","attio_get_member","attio_get_note","attio_get_object","attio_get_record","attio_get_task","attio_get_thread","attio_get_webhook","attio_list_attributes","attio_list_lists","attio_list_members","attio_list_notes","attio_list_objects","attio_list_records","attio_list_tasks","attio_list_thread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es","calendly_list_webhooks","cbinsights_chat","cbinsights_get_commercial_maturity_history","cbinsights_get_exit_probability_history","cbinsights_get_mosaic_history","cbinsights_get_org_business_relationships","cbinsights_get_org_funding_window","cbinsights_get_org_fundings","cbinsights_get_org_investments","cbinsights_get_org_management_and_board","cbinsights_get_org_outlook","cbinsights_get_org_portfolio_exits","cbinsights_get_org_revenue","cbinsights_get_scouting_report","cbinsights_get_strategy_map","cbinsights_list_business_relationships","cbinsights_list_funding_window","cbinsights_list_fundings","cbinsights_list_investments","cbinsights_list_management_and_board","cbinsights_list_outlook","cbinsights_list_portfolio_exits","cbinsights_list_revenue","cbinsights_lookup_organizations","cbinsights_rag","cbinsights_search_firmographics","checkr_add_report_tag","checkr_apply_report_review_action","checkr_cancel_adverse_action","checkr_cancel_continuous_check","checkr_cancel_invitation","checkr_cancel_subscription","checkr_complete_report","checkr_create_adverse_action","checkr_create_candidate","checkr_create_continuous_check","checkr_create_geo","checkr_create_invitation","checkr_create_report","checkr_create_subscription","checkr_delete_candidate_pii","checkr_delete_geo","checkr_get_account","checkr_get_adverse_action","checkr_get_candidate","checkr_get_continuous_check","checkr_get_document","checkr_get_geo","checkr_get_invitation","checkr_get_node","checkr_get_package","checkr_get_program","checkr_get_report","checkr_get_report_eta","checkr_get_report_progressive_status","checkr_get_report_tags","checkr_get_screening","checkr_get_subscription","checkr_get_verification","checkr_list_adverse_actions","checkr_list_adverse_items","checkr_list_assessments","checkr_list_candidate_documents","checkr_list_candidates","checkr_list_continuous_checks","checkr_list_counties","checkr_list_geos","checkr_list_invitations","checkr_list_nodes","checkr_list_packages","checkr_list_programs","checkr_list_report_addresses","checkr_list_subscriptions","checkr_list_users","checkr_list_verifications","checkr_remove_report_tag","checkr_set_report_tags","checkr_update_candidate","checkr_update_continuous_check","checkr_update_geo","checkr_update_report","checkr_update_subscription","circleback_add_tag_to_meetings","circleback_create_tag","circleback_delete_action_item","circleback_delete_meeting","circleback_delete_tag","circleback_get_company","circleback_get_meeting","circleback_get_person","circleback_get_transcript","circleback_list_action_items","circleback_list_calendar_events","circleback_list_companies","circleback_list_meetings","circleback_list_people","circleback_list_tags","circleback_remove_tag_from_meetings","circleback_search_meetings","circleback_update_action_item","circleback_update_meeting","circleback_update_tag","clay_populate","clerk_add_organization_member","clerk_ban_user","clerk_create_actor_token","clerk_create_allowlist_identifier","clerk_create_blocklist_identifier","clerk_create_organization","clerk_create_organization_invitation","clerk_create_user","clerk_delete_allowlist_identifier","clerk_delete_blocklist_identifier","clerk_delete_organization","clerk_delete_user","clerk_get_jwt_template","clerk_get_organization","clerk_get_session","clerk_get_user","clerk_get_user_oauth_token","clerk_list_allowlist_identifiers","clerk_list_blocklist_identifiers","clerk_list_jwt_templates","clerk_list_organization_invitations","clerk_list_organization_memberships","clerk_list_organizations","clerk_list_sessions","clerk_list_users","clerk_lock_user","clerk_remove_organization_member","clerk_revoke_actor_token","clerk_revoke_session","clerk_unban_user","clerk_unlock_user","clerk_update_organization","clerk_update_organization_membership","clerk_update_user","clickhouse_count_rows","clickhouse_create_database","clickhouse_create_table","clickhouse_delete","clickhouse_describe_table","clickhouse_drop_database","clickhouse_drop_partition","clickhouse_drop_table","clickhouse_execute","clickhouse_insert","clickhouse_insert_rows","clickhouse_introspect","clickhouse_kill_query","clickhouse_list_clusters","clickhouse_list_databases","clickhouse_list_mutations","clickhouse_list_partitions","clickhouse_list_running_queries","clickhouse_list_tables","clickhouse_optimize_table","clickhouse_query","clickhouse_rename_table","clickhouse_show_create_table","clickhouse_table_stats","clickhouse_truncate_table","clickhouse_update","clickup_add_tag_to_task","clickup_create_checklist","clickup_create_checklist_item","clickup_create_comment","clickup_create_folder","clickup_create_list","clickup_create_task","clickup_create_time_entry","clickup_delete_checklist","clickup_delete_checklist_item","clickup_delete_comment","clickup_delete_task","clickup_delete_time_entry","clickup_get_comments","clickup_get_custom_fields","clickup_get_folders","clickup_get_list_members","clickup_get_lists","clickup_get_running_timer","clickup_get_space_tags"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_discover","hunter_domain_search","hunter_email_count","hunter_email_finder","hunter_email_verifier","iam_add_user_to_group","iam_attach_role_policy","iam_attach_user_policy","iam_create_access_key","iam_create_role","iam_create_user","iam_delete_access_key","iam_delete_role","iam_delete_user","iam_detach_role_policy","iam_detach_user_policy","iam_get_policy","iam_get_role","iam_get_user","iam_list_access_keys","iam_list_attached_role_policies","iam_list_attached_user_policies","iam_list_groups","iam_list_policies","iam_list_roles","iam_list_users","iam_remove_user_from_group","iam_simulate_principal_policy","iam_update_access_key","icypeas_find_email","icypeas_verify_email","identity_center_check_assignment_deletion_status","identity_center_check_assignment_status","identity_center_create_account_assignment","identity_center_delete_account_assignment","identity_center_describe_account","identity_center_describe_group","identity_center_describe_user","identity_center_get_group","identity_center_get_user","identity_center_list_account_assignments","identity_center_list_accounts","identity_center_list_assignments_for_account","identity_center_list_group_memberships","identity_center_list_groups","identity_center_list_instances","identity_center_list_permission_sets","image_generate","incidentio_actions_create","incidentio_actions_list","incidentio_actions_show","incidentio_actions_update","incidentio_alert_events_create","incidentio_alerts_list","incidentio_alerts_resolve","incidentio_alerts_show","incidentio_catalog_entries_list","incidentio_catalog_types_list","incidentio_custom_fields_create","incidentio_custom_fields_delete","incidentio_custom_fields_list","incidentio_custom_fields_show","incidentio_custom_fields_update","incidentio_escalation_paths_create","incidentio_escalation_paths_delete","incidentio_escalation_paths_list","incidentio_escalation_paths_show","incidentio_escalation_paths_update","incidentio_escalations_cancel","incidentio_escalations_create","incidentio_escalations_list","incidentio_escalations_show","incidentio_follow_ups_create","incidentio_follow_ups_list","incidentio_follow_ups_show","incidentio_follow_ups_update","incidentio_incident_alerts_list","incidentio_incident_memberships_create","incidentio_incident_memberships_revoke","incidentio_incident_participants_list","incidentio_incident_roles_create","incidentio_incident_roles_delete","incidentio_incident_roles_list","incidentio_incident_roles_show","incidentio_incident_roles_update","incidentio_incident_statuses_list","incidentio_incident_timestamps_list","incidentio_incident_timestamps_show","incidentio_incident_types_list","incidentio_incident_updates_list","incidentio_incidents_create","incidentio_incidents_list","incidentio_incidents_show","incidentio_incidents_update","incidentio_on_call_now","incidentio_schedule_entries_list","incidentio_schedule_overrides_create","incidentio_schedule_overrides_list","incidentio_schedules_create","incidentio_schedules_delete","incidentio_schedules_list","incidentio_schedules_show","incidentio_schedules_update","incidentio_severities_list","incidentio_teams_list","incidentio_teams_show","incidentio_users_list","incidentio_users_show","incidentio_workflows_create","incidentio_workflows_delete","incidentio_workflows_list","incidentio_workflows_show","incidentio_workflows_update","infisical_create_secret","infisical_delete_secret","infisical_get_secret","infisical_list_secrets","infisical_update_secret","instagram_delete_comment","instagram_download_media","instagram_get_account_insights","instagram_get_container_status","instagram_get_conversation_messages","instagram_get_media","instagram_get_media_insights","instagram_get_message","instagram_get_profile","instagram_get_publishing_limit","instagram_hide_comment","instagram_list_comments","instagram_list_conversations","instagram_list_media","instagram_list_stories","instagram_private_reply","instagram_publish_carousel","instagram_publish_image","instagram_publish_reel","instagram_publish_story","instagram_publish_video","instagram_reply_to_comment","instagram_send_text_message","instagram_set_comments_enabled","instantly_activate_campaign","instantly_create_campaign","instantly_create_lead","instantly_create_lead_list","instantly_delete_campaign","instantly_delete_leads","instantly_get_lead","instantly_list_campaigns","instantly_list_emails","instantly_list_lead_lists","instantly_list_leads","instantly_patch_campaign","instantly_patch_lead","instantly_pause_campaign","instantly_reply_to_email","instantly_update_lead_interest_status","intercom_assign_conversation_v2","intercom_attach_contact_to_company_v2","intercom_close_conversation_v2","intercom_create_company","intercom_create_company_v2","intercom_create_contact","intercom_create_contact_v2","intercom_create_event_v2","intercom_create_message","intercom_create_message_v2","intercom_create_note_v2","intercom_create_tag_v2","intercom_create_ticket","intercom_create_ticket_v2","intercom_dele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_get_venues","sportmonks_motorsport_get_venues_by_season","sportmonks_motorsport_search_drivers","sportmonks_motorsport_search_leagues","sportmonks_motorsport_search_stages","sportmonks_motorsport_search_teams","sportmonks_motorsport_search_venues","sportmonks_odds_get_all_historical_odds","sportmonks_odds_get_all_inplay_odds","sportmonks_odds_get_all_pre_match_odds","sportmonks_odds_get_all_premium_odds","sportmonks_odds_get_bookmaker","sportmonks_odds_get_bookmaker_event_ids_by_fixture","sportmonks_odds_get_bookmakers","sportmonks_odds_get_bookmakers_by_fixture","sportmonks_odds_get_inplay_odds_by_fixture","sportmonks_odds_get_inplay_odds_by_fixture_and_bookmaker","sportmonks_odds_get_inplay_odds_by_fixture_and_market","sportmonks_odds_get_last_updated_inplay_odds","sportmonks_odds_get_last_updated_pre_match_odds","sportmonks_odds_get_market","sportmonks_odds_get_markets","sportmonks_odds_get_pre_match_odds_by_fixture","sportmonks_odds_get_pre_match_odds_by_fixture_and_bookmaker","sportmonks_odds_get_pre_match_odds_by_fixture_and_market","sportmonks_odds_get_premium_odds_by_fixture","sportmonks_odds_get_premium_odds_by_fixture_and_bookmaker","sportmonks_odds_get_premium_odds_by_fixture_and_market","sportmonks_odds_get_updated_historical_odds_between","sportmonks_odds_get_updated_premium_odds_between","sportmonks_odds_search_bookmakers","sportmonks_odds_search_markets","spotify_add_playlist_cover","spotify_add_to_queue","spotify_add_tracks_to_playlist","spotify_check_following","spotify_check_playlist_followers","spotify_check_saved_albums","spotify_check_saved_audiobooks","spotify_check_saved_episodes","spotify_check_saved_shows","spotify_check_saved_tracks","spotify_create_playlist","spotify_follow_artists","spotify_follow_playlist","spotify_get_album","spotify_get_album_tracks","spotify_get_albums","spotify_get_artist","spotify_get_artist_albums","spotify_get_artist_top_tracks","spotify_get_artists","spotify_get_audiobook","spotify_get_audiobook_chapters","spotify_get_audiobooks","spotify_get_categories","spotify_get_current_user","spotify_get_currently_playing","spotify_get_devices","spotify_get_episode","spotify_get_episodes","spotify_get_followed_artists","spotify_get_markets","spotify_get_new_releases","spotify_get_playback_state","spotify_get_playlist","spotify_get_playlist_cover","spotify_get_playlist_tracks","spotify_get_queue","spotify_get_recently_played","spotify_get_saved_albums","spotify_get_saved_audiobooks","spotify_get_saved_episodes","spotify_get_saved_shows","spotify_get_saved_tracks","spotify_get_show","spotify_get_show_episodes","spotify_get_shows","spotify_get_top_artists","spotify_get_top_tracks","spotify_get_track","spotify_get_tracks","spotify_get_user_playlists","spotify_get_user_profile","spotify_pause","spotify_play","spotify_remove_saved_albums","spotify_remove_saved_audiobooks","spotify_remove_saved_episodes","spotify_remove_saved_shows","spotify_remove_saved_tracks","spotify_remove_tracks_from_playlist","spotify_reorder_playlist_items","spotify_replace_playlist_items","spotify_save_albums","spotify_save_audiobooks","spotify_save_episodes","spotify_save_shows","spotify_save_tracks","spotify_search","spotify_seek","spotify_set_repeat","spotify_set_shuffle","spotify_set_volume","spotify_skip_next","spotify_skip_previous","spotify_transfer_playback","spotify_unfollow_artists","spotify_unfollow_playlist","spotify_update_playlist","sqs_cancel_message_move_task","sqs_change_message_visibility","sqs_change_message_visibility_batch","sqs_create_queue","sqs_delete_message","sqs_delete_message_batch","sqs_delete_queue","sqs_get_queue_attributes","sqs_get_queue_url","sqs_list_dead_letter_source_queues","sqs_list_message_move_tasks","sqs_list_queue_tags","sqs_list_queues","sqs_purge_queue","sqs_receive_message","sqs_send","sqs_send_message_batch","sqs_set_queue_attributes","sqs_start_message_move_task","sqs_tag_queue","sqs_untag_queue","square_batch_retrieve_inventory_counts","square_cancel_invoice","square_cancel_payment","square_complete_payment","square_create_catalog_image","square_create_customer","square_create_invoice","square_create_order","square_create_payment","square_delete_catalog_object","square_delete_customer","square_delete_invoice","square_get_catalog_object","square_get_customer","square_get_invoice","square_get_location","square_get_order","square_get_payment","square_get_refund","square_list_catalog","square_list_customers","square_list_invoices","square_list_locations","square_list_payments","square_list_refunds","square_pay_order","square_publish_invoice","square_refund_payment","square_search_catalog_objects","square_search_customers","square_search_invoices","square_search_orders","square_update_customer","square_upsert_catalog_object","ssh_check_command_exists","ssh_check_file_exists","ssh_create_directory","ssh_delete_file","ssh_download_file","ssh_download_file_v2","ssh_execute_command","ssh_execute_script","ssh_get_system_info","ssh_list_directory","ssh_move_rename","ssh_read_file_content","ssh_upload_file","ssh_write_file_content","ssm_cancel_command","ssm_delete_parameter","ssm_describe_automation_executions","ssm_describe_instance_information","ssm_describe_instance_patch_states","ssm_describe_instance_patches","ssm_describe_parameters","ssm_get_automation_execution","ssm_get_command_invocation","ssm_get_document","ssm_get_parameter","ssm_get_parameters","ssm_get_parameters_by_path","ssm_list_command_invocations","ssm_list_commands","ssm_list_compliance_items","ssm_list_compliance_summaries","ssm_list_documents","ssm_put_parameter","ssm_send_command","ssm_start_automation_execution","ssm_stop_automation_execution","stagehand_agent","stagehand_extract","stripe_cancel_payment_intent","stripe_cancel_subscription","stripe_capture_charge","stripe_capture_payment_intent","stripe_confirm_payment_intent","stripe_create_charge","stripe_create_customer","stripe_create_invoice","stripe_create_payment_intent","stripe_create_price","stripe_create_product","stripe_create_subscription","stripe_delete_customer","stripe_delete_invoice","stripe_delete_product","stripe_finalize_invoice","stripe_list_charges","stripe_list_customers","stripe_list_events","stripe_list_invoices","stripe_list_payment_intents","stripe_list_prices","stripe_list_products","stripe_list_subscriptions","stripe_pay_invoice","stripe_resume_subscription","stripe_retrieve_charge","stripe_retrieve_customer","stripe_retrieve_event","stripe_retrieve_invoice","stripe_retrieve_payment_intent","stripe_retrieve_price","stripe_retrieve_product","stripe_retrieve_subscription","stripe_search_charges","stripe_search_customers","stripe_search_invoices","stripe_search_payment_intents","stripe_search_prices","stripe_search_products","stripe_search_subscriptions","stripe_send_invoice","stripe_update_charge","stripe_update_customer","stripe_update_invoice","stripe_update_payment_intent","stripe_update_price","stripe_update_product","stripe_update_subscription","stripe_void_invoice","sts_assume_role","sts_assume_role_with_saml","sts_assume_role_with_web_identity","sts_get_access_key_info","sts_get_caller_identity","sts_get_session_token","stt_assemblyai","stt_assemblyai_v2","stt_deepgram","stt_deepgram_v2","stt_elevenlabs","stt_elevenlabs_v2","stt_gemini","stt_gemini_v2","stt_whisper","stt_whisper_v2","supabase_count","supabase_delete","supabase_get_row","supabase_insert","supabase_introspect","supabase_invoke_function","supabase_query","supabase_rpc","supabase_storage_copy","supabase_storage_create_bucket","supabase_storage_create_signed_upload_url","supabase_storage_create_signed_url","supabase_storage_delete","supabase_storage_delete_bucket","supabase_storage_download","supabase_storage_empty_bucket","supabase_storage_get_public_url","supabase_storage_list","supabase_storage_list_buckets","supabase_storage_move","supabase_storage_update_bucket","supabase_storage_upload","supabase_text_search","supabase_update","supabase_upsert","supabase_vector_search","table_batch_insert_rows","table_create","table_delete_row","table_delete_rows_by_filter","table_get_row","table_get_schema","table_insert_row","table_list","table_query_rows","table_query_rows_v2","table_update_row","table_update_rows_by_filter","table_upsert_row","tailscale_approve_user","tailscale_authorize_device","tailscale_create_auth_key","tailscale_delete_auth_key","tailscale_delete_device","tailscale_delete_device_attribute","tailscale_delete_user","tailscale_expire_device_key","tailscale_get_acl","tailscale_get_auth_key","tailscale_get_device","tailscale_get_device_attributes","tailscale_get_device_routes","tailscale_get_dns_configuration","tailscale_get_dns_preferences","tailscale_get_dns_searchpaths","tailscale_get_split_dns","tailscale_get_tailnet_settings","tailscale_get_user","tailscale_list_auth_keys","tailscale_list_devices","tailscale_list_dns_nameservers","tailscale_list_users","tailscale_restore_user","tailscale_set_acl","tailscale_set_device_attribute","tailscale_set_device_name","tailscale_set_device_routes","tailscale_set_device_tags","tailscale_set_dns_configuration","tailscale_set_dns_nameservers","tailscale_set_dns_preferences","tailscale_set_dns_searchpaths","tailscale_set_split_dns","tailscale_set_user_role","tailscale_suspend_user","tailscale_update_device_key","tailscale_update_split_dns","tailscale_update_tailnet_settings","tailscale_validate_acl","tavily_crawl","tavily_extract","tavily_map","tavily_search","telegram_copy_message","telegram_delete_message","telegram_edit_message_text","telegram_forward_message","telegram_get_chat","telegram_get_chat_member","telegram_message","telegram_pin_message","telegram_send_animation","telegram_send_audio","telegram_send_chat_action","telegram_send_contact","telegram_send_document","telegram_send_location","telegram_send_photo","telegram_send_poll","telegram_send_video","telegram_set_message_reaction","telegram_unpin_message","temporal_cancel_workflow","temporal_count_workflows","temporal_create_schedule","temporal_delete_schedule","temporal_describe_schedule","temporal_describe_task_queue","temporal_describe_workflow","temporal_get_workflow_history","temporal_list_schedules","temporal_list_workflows","temporal_pause_schedule","temporal_query_workflow","temporal_reset_workflow","temporal_signal_with_start","temporal_signal_workflow","temporal_start_workflow","temporal_terminate_workflow","temporal_trigger_schedule","temporal_unpause_schedule","temporal_update_workflow","textract_analyze_expense","textract_analyze_id","textract_parser","textract_parser_v2","thinking_tool","thrive_add_audience_managers","thrive_add_audience_members","thrive_add_user_tags","thrive_create_assignment","thrive_create_audience","thrive_create_completion","thrive_create_user","thrive_delete_assignment","thrive_delete_audience","thrive_delete_user","thrive_get_activity","thrive_get_assignment","thrive_get_audience","thrive_get_completion","thrive_get_content","thrive_get_cpd_category","thrive_get_cpd_entry","thrive_get_cpd_requirement","thrive_get_enrolment","thrive_get_skill_levels","thrive_get_tag","thrive_get_user_by_id","thrive_get_user_by_ref","thrive_list_assignments","thrive_list_audience_managers","thrive_list_audience_members","thrive_list_audiences","thrive_list_completions","thrive_list_enrolments","thrive_list_tags","thrive_query_activities","thrive_query_content","thrive_query_cpd_categories","thrive_query_cpd_entries","thrive_query_cpd_requirements","thrive_query_cpd_user_summaries","thrive_remove_audience_manager","thrive_remove_audience_member","thrive_remove_user_tags","thrive_replace_audience_managers","thrive_replace_audience_members","thrive_search_users","thrive_suspend_user","thrive_update_assignment","thrive_update_audience","thrive_update_user","thrive_update_user_skills","tiktok_get_post_status","tiktok_get_user","tiktok_list_videos","tiktok_query_videos","tiktok_upload_video_draft","tinybird_append_datasource","tinybird_delete_datasource_rows","tinybird_events","tinybird_get_job","tinybird_query","tinybird_query_pipe","tinybird_truncate_datasource","tinyfish_cancel_run","tinyfish_fetch","tinyfish_get_run","tinyfish_list_profiles","tinyfish_list_runs","tinyfish_list_vault_items","tinyfish_run","tinyfish_run_async","tinyfish_search","trello_add_checklist","trello_add_checklist_item","trello_add_comment","trello_add_label","trello_add_member","trello_create_board","trello_create_card","trello_create_list","trello_delete_card","trello_get_actions","trello_get_board","trello_get_card","trello_list_cards","trello_list_lists","trello_list_members","trello_remove_label","trello_remove_member","trello_search","trello_update_card","trello_update_checklist_item","trello_update_list","trigger_dev_activate_schedule","trigger_dev_add_run_tags","trigger_dev_batch_trigger_task","trigger_dev_cancel_run","trigger_dev_complete_waitpoint_token","trigger_dev_create_env_var","trigger_dev_create_schedule","trigger_dev_create_waitpoint_token","trigger_dev_deactivate_schedule","trigger_dev_delete_env_var","trigger_dev_delete_schedule","trigger_dev_execute_query","trigger_dev_get_batch","trigger_dev_get_batch_results","trigger_dev_get_deployment","trigger_dev_get_env_var","trigger_dev_get_latest_deployment","trigger_dev_get_query_schema","trigger_dev_get_queue","trigger_dev_get_run","trigger_dev_get_run_events","trigger_dev_get_run_result","trigger_dev_get_run_trace","trigger_dev_get_schedule","trigger_dev_get_waitpoint_token","trigger_dev_import_env_vars","trigger_dev_list_deployments","trigger_dev_list_env_vars","trigger_dev_list_queues","trigger_dev_list_runs","trigger_dev_list_schedules","trigger_dev_list_timezones","trigger_dev_list_waitpoint_tokens","trigger_dev_override_queue_concurrency","trigger_dev_pause_queue","trigger_dev_promote_deployment","trigger_dev_replay_run","trigger_dev_reschedule_run","trigger_dev_reset_queue_concurrency","trigger_dev_resume_queue","trigger_dev_trigger_task","trigger_dev_update_env_var","trigger_dev_update_run_metadata","trigger_dev_update_schedule","tts_azure","tts_cartesia","tts_deepgram","tts_elevenlabs","tts_google","tts_openai","tts_playht","twilio_send_sms","twilio_voice_get_recording","twilio_voice_list_calls","twilio_voice_make_call","typeform_create_form","typeform_delete_form","typeform_files","typeform_get_form","typeform_insights","typeform_list_forms","typeform_responses","typeform_update_form","upstash_redis_command","upstash_redis_delete","upstash_redis_exists","upstash_redis_expire","upstash_redis_get","upstash_redis_hget","upstash_redis_hgetall","upstash_redis_hset","upstash_redis_incr","upstash_redis_incrby","upstash_redis_keys","upstash_redis_lpush","upstash_redis_lrange","upstash_redis_set","upstash_redis_setnx","upstash_redis_ttl","uptimerobot_create_alert_contact","uptimerobot_create_maintenance_window","uptimerobot_create_monitor","uptimerobot_create_psp","uptimerobot_delete_alert_contact","uptimerobot_delete_maintenance_window","uptimerobot_delete_monitor","uptimerobot_delete_psp","uptimerobot_get_account","uptimerobot_get_alert_contact","uptimerobot_get_incident","uptimerobot_get_maintenance_window","uptimerobot_get_monitor","uptimerobot_get_psp","uptimerobot_list_alert_contacts","uptimerobot_list_incidents","uptimerobot_list_maintenance_windows","uptimerobot_list_monitors","uptimerobot_list_psps","uptimerobot_pause_monitor","uptimerobot_start_monitor","uptimerobot_update_maintenance_window","uptimerobot_update_monitor","uptimerobot_update_psp","vanta_download_document_file","vanta_get_control","vanta_get_document","vanta_get_framework","vanta_get_person","vanta_get_policy","vanta_get_risk_scenario","vanta_get_test","vanta_get_vendor","vanta_get_vulnerable_asset","vanta_list_control_documents","vanta_list_control_tests","vanta_list_controls","vanta_list_document_uploads","vanta_list_documents","vanta_list_framework_controls","vanta_list_frameworks","vanta_list_monitored_computers","vanta_list_people","vanta_list_policies","vanta_list_risk_scenarios","vanta_list_test_entities","vanta_list_tests","vanta_list_vendors","vanta_list_vulnerabilities","vanta_list_vulnerability_remediations","vanta_list_vulnerable_assets","vanta_submit_document","vanta_upload_document_file","vercel_add_domain","vercel_add_project_domain","vercel_cancel_deployment","vercel_create_alias","vercel_create_check","vercel_create_deployment","vercel_create_dns_record","vercel_create_edge_config","vercel_create_env_var","vercel_create_project","vercel_create_webhook","vercel_delete_alias","vercel_delete_deployment","vercel_delete_dns_record","vercel_delete_domain","vercel_delete_edge_config","vercel_delete_env_var","vercel_delete_project","vercel_delete_webhook","vercel_get_alias","vercel_get_check","vercel_get_deployment","vercel_get_deployment_events","vercel_get_domain","vercel_get_domain_config","vercel_get_edge_config","vercel_get_edge_config_items","vercel_get_env_vars","vercel_get_project","vercel_get_team","vercel_get_user","vercel_get_webhook","vercel_list_aliases","vercel_list_checks","vercel_list_deployment_files","vercel_list_deployments","vercel_list_dns_records","vercel_list_domains","vercel_list_edge_configs","vercel_list_project_domains","vercel_list_projects","vercel_list_team_members","vercel_list_teams","vercel_list_webhooks","vercel_pause_project","vercel_promote_deployment","vercel_remove_project_domain","vercel_rerequest_check","vercel_unpause_project","vercel_update_check","vercel_update_dns_record","vercel_update_edge_config_items","vercel_update_env_var","vercel_update_project","vercel_update_project_domain","vercel_verify_project_domain","video_falai","video_luma","video_minimax","video_runway","video_veo","vision_tool","vision_tool_v2","wealthbox_read_contact","wealthbox_read_note","wealthbox_read_task","wealthbox_write_contact","wealthbox_write_note","wealthbox_write_task","webflow_create_item","webflow_delete_item","webflow_get_item","webflow_list_items","webflow_update_item","webhook_request","whatsapp_get_media","whatsapp_mark_read","whatsapp_send_interactive","whatsapp_send_media","whatsapp_send_message","whatsapp_send_reaction","whatsapp_send_template","whatsapp_upload_media","wikipedia_content","wikipedia_random","wikipedia_search","wikipedia_summary","windchill_check_in_document","windchill_check_in_documents","windchill_check_out_document","windchill_check_out_documents","windchill_create_document","windchill_create_documents","windchill_delete_document","windchill_delete_documents","windchill_download_attachment","windchill_download_primary_content","windchill_get_document","windchill_get_document_structure","windchill_get_primary_content","windchill_get_valid_state_transitions","windchill_list_attachments","windchill_list_documents","windchill_revise_document","windchill_revise_documents","windchill_set_lifecycle_state","windchill_undo_check_out_document","windchill_undo_check_out_documents","windchill_update_common_properties","windchill_update_document","windchill_update_document_security_labels","windchill_update_documents","windchill_upload_attachments","windchill_upload_primary_content","wiza_company_enrichment","wiza_get_credits","wiza_individual_reveal","wiza_prospect_search","wordpress_create_category","wordpress_create_comment","wordpress_create_page","wordpress_create_post","wordpress_create_tag","wordpress_delete_category","wordpress_delete_comment","wordpress_delete_media","wordpress_delete_page","wordpress_delete_post","wordpress_delete_tag","wordpress_get_category","wordpress_get_current_user","wordpress_get_media","wordpress_get_page","wordpress_get_post","wordpress_get_tag","wordpress_get_user","wordpress_list_categories","wordpress_list_comments","wordpress_list_media","wordpress_list_pages","wordpress_list_posts","wordpress_list_tags","wordpress_list_users","wordpress_search_content","wordpress_update_category","wordpress_update_comment","wordpress_update_page","wordpress_update_post","wordpress_update_tag","wordpress_upload_media","workday_assign_onboarding","workday_change_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youcom_answer","youcom_finance_research","youcom_get_account_balance","youcom_get_contents","youcom_get_research_task","youcom_research","youcom_search","youcom_search_images","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_create_account","zoho_desk_create_contact","zoho_desk_create_ticket","zoho_desk_delete_comment","zoho_desk_get_account","zoho_desk_get_agent","zoho_desk_get_attachment","zoho_desk_get_comment","zoho_desk_get_contact","zoho_desk_get_department","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_accounts","zoho_desk_list_agents","zoho_desk_list_comments","zoho_desk_list_contacts","zoho_desk_list_departments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_move_ticket","zoho_desk_search_accounts","zoho_desk_search_contacts","zoho_desk_search_tickets","zoho_desk_send_reply","zoho_desk_update_account","zoho_desk_update_comment","zoho_desk_update_contact","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' ) export default toolIds diff --git a/apps/sim/tools/generated/tool-metadata.ts b/apps/sim/tools/generated/tool-metadata.ts index 6b6e3e2d86c..b2368d2d9cd 100644 --- a/apps/sim/tools/generated/tool-metadata.ts +++ b/apps/sim/tools/generated/tool-metadata.ts @@ -3,7 +3,7 @@ /** Serializable metadata for every built-in tool, keyed by tool id. */ const toolMetadata: Record = JSON.parse( - '{"a2a_cancel_task":{"id":"a2a_cancel_task","name":"A2A Cancel Task","description":"Request cancellation of an in-progress A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to cancel"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_agent_card":{"id":"a2a_get_agent_card","name":"A2A Get Agent Card","description":"Fetch the Agent Card (discovery document) for an external A2A agent.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_task":{"id":"a2a_get_task","name":"A2A Get Task","description":"Retrieve the current state and result of an A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to retrieve"},"historyLength":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of history messages to include"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_send_message":{"id":"a2a_send_message","name":"A2A Send Message","description":"Send a message to an external A2A agent and return its response.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"message":{"type":"string","required":true,"visibility":"user-or-llm","description":"The message text to send"},"data":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional structured JSON data to attach"},"files":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional files to attach"},"taskId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Existing task ID to continue"},"contextId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Conversation context ID to continue"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"affinity_batch_update_entity_fields":{"id":"affinity_batch_update_entity_fields","name":"Affinity Batch Update Entity Fields","description":"Write up to 100 non-list field values on one company or person in a single request.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to write the fields on: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_batch_update_list_entry_fields":{"id":"affinity_batch_update_list_entry_fields","name":"Affinity Batch Update List Entry Fields","description":"Write up to 100 field values on one list row in a single request. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_create_list":{"id":"affinity_create_list","name":"Affinity Create List","description":"Create a list. Its type fixes which entities it can hold, and the API key holder becomes its creator and owner.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the new list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Entity kind the list holds: company, opportunity, or person"},"isPublic":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Whether everyone in the organization can see the list"}},"hostedApiKey":"none"},"affinity_create_list_field_dropdown_option":{"id":"affinity_create_list_field_dropdown_option","name":"Affinity Create List Field Dropdown Option","description":"Add a selectable option to a dropdown field on a list. A ranked or status option also needs a rank and a color.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Kind of option to create, matching the field. dropdown takes only a label; ranked-dropdown also requires rank and color; status-dropdown additionally requires a status category. Sending a field the kind does not accept is rejected"},"text":{"type":"string","required":true,"visibility":"user-or-llm","description":"The option label"},"rank":{"type":"number","required":false,"visibility":"user-or-llm","description":"Sort order. Required on a ranked-dropdown or status-dropdown option"},"color":{"type":"string","required":false,"visibility":"user-or-llm","description":"Option color: white, gray, blue, green, purple, orange, or red. Required on a ranked-dropdown or status-dropdown option"},"statusCategory":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pipeline meaning of the option: open, won, lost, or on-hold. Status-dropdown options only"},"winRate":{"type":"number","required":false,"visibility":"user-or-llm","description":"Expected win rate of the status. Status-dropdown options only"}},"hostedApiKey":"none"},"affinity_create_merge":{"id":"affinity_create_merge","name":"Affinity Create Merge","description":"Fold a duplicate company or person into the record you are keeping. The merge runs asynchronously — poll the returned task to see it finish. Requires the \\"Manage duplicates\\" permission and an admin role.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to merge: companies or persons"},"primaryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to keep"},"duplicateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the duplicate record to fold in"}},"hostedApiKey":"none"},"affinity_create_note":{"id":"affinity_create_note","name":"Affinity Create Note","description":"Write a note — attached to companies, persons, and opportunities, anchored to a meeting, call, or chat message, or posted as a reply to an existing note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Note shape: entities to attach it to records, interaction to anchor it to a meeting, call, or chat message, or user-reply to reply to a note"},"html":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note body as HTML"},"companyIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Companies to attach the note to, e.g. [1, 2]. Not used on a reply"},"personIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Persons to attach the note to, e.g. [1, 2]. Not used on a reply"},"opportunityIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Opportunities to attach the note to, e.g. [1, 2]. Not used on a reply"},"interactionId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The interaction to anchor the note to. Required for an interaction note"},"interactionType":{"type":"string","required":false,"visibility":"user-or-llm","description":"Kind of the anchoring interaction: meeting, call, or chat-message. Required for an interaction note"},"parentId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The note being replied to. Required for a user-reply note"},"creatorId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Attribute the note to another internal person. Defaults to the API key holder"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdate the note to this ISO 8601 timestamp"}},"hostedApiKey":"none"},"affinity_create_reminder":{"id":"affinity_create_reminder","name":"Affinity Create Reminder","description":"Create a reminder on one company, person, or opportunity. A recurring reminder resets whenever the chosen signal happens instead of firing once.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"one-time to fire once, or recurring to reset on a signal"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What the reminder is about: company, person, or opportunity"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"dueDate":{"type":"string","required":false,"visibility":"user-or-llm","description":"When the reminder is due, as an ISO 8601 timestamp. Required for a one-time reminder; on a recurring one Affinity computes it from the period when omitted"},"content":{"type":"string","required":false,"visibility":"user-or-llm","description":"What the reminder says"},"ownerId":{"type":"string","required":true,"visibility":"user-or-llm","description":"User the reminder is assigned to. Must be an internal user. The API key holder is recorded as the creator, which is a separate field"},"resetTrigger":{"type":"string","required":false,"visibility":"user-or-llm","description":"What restarts a recurring reminder: interaction, email, or event. Required when the type is recurring"},"periodDays":{"type":"number","required":false,"visibility":"user-or-llm","description":"Days between firings of a recurring reminder. Required when the type is recurring"}},"hostedApiKey":"none"},"affinity_delete_list_field_dropdown_option":{"id":"affinity_delete_list_field_dropdown_option","name":"Affinity Delete List Field Dropdown Option","description":"Permanently delete a dropdown option on a list field. Every list entry currently set to it is cleared, and those values cannot be recovered.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID to delete"}},"hostedApiKey":"none"},"affinity_delete_note":{"id":"affinity_delete_note","name":"Affinity Delete Note","description":"Delete a note you created. Deleting a root note also deletes its replies; deleting a reply removes only that reply.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID to delete"}},"hostedApiKey":"none"},"affinity_get_company":{"id":"affinity_get_company","name":"Affinity Get Company","description":"Look up one company by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"companyId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The company ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_current_user":{"id":"affinity_get_current_user","name":"Affinity Get Current User","description":"Verify an Affinity API key and return the tenant, the user behind the key, and the scopes the grant carries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"}},"hostedApiKey":"none"},"affinity_get_entity_field_value":{"id":"affinity_get_entity_field_value","name":"Affinity Get Entity Field Value","description":"Read one non-list field value from a company or person.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read the field from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list":{"id":"affinity_get_list","name":"Affinity Get List","description":"Read one list — its name, type, owner, and privacy setting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"}},"hostedApiKey":"none"},"affinity_get_list_entry":{"id":"affinity_get_list_entry","name":"Affinity Get List Entry","description":"Read one row of a list with its entity. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_list_entry_field":{"id":"affinity_get_list_entry_field","name":"Affinity Get List Entry Field","description":"Read one field value on a list row.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list_field_dropdown_option":{"id":"affinity_get_list_field_dropdown_option","name":"Affinity Get List Field Dropdown Option","description":"Read one dropdown option on a list field.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID"}},"hostedApiKey":"none"},"affinity_get_merge":{"id":"affinity_get_merge","name":"Affinity Get Merge","description":"Read the status of one company or person merge, including why it failed if it did.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge to read: companies or persons"},"mergeId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge ID"}},"hostedApiKey":"none"},"affinity_get_merge_task":{"id":"affinity_get_merge_task","name":"Affinity Get Merge Task","description":"Read one merge task and how its merges are progressing. Poll this after starting a merge.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge task to read: companies or persons"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge task ID"}},"hostedApiKey":"none"},"affinity_get_note":{"id":"affinity_get_note","name":"Affinity Get Note","description":"Read one note with its body, author, mentions, and attached records.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"}},"hostedApiKey":"none"},"affinity_get_opportunity":{"id":"affinity_get_opportunity","name":"Affinity Get Opportunity","description":"Read one opportunity and the list it belongs to. Its field data lives on the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"opportunityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The opportunity ID"}},"hostedApiKey":"none"},"affinity_get_person":{"id":"affinity_get_person","name":"Affinity Get Person","description":"Look up one person by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"personId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The person ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_saved_view":{"id":"affinity_get_saved_view","name":"Affinity Get Saved View","description":"Read one saved view — its name, kind, and creation date.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"}},"hostedApiKey":"none"},"affinity_get_transcript":{"id":"affinity_get_transcript","name":"Affinity Get Transcript","description":"Read one transcript with its first 100 fragments. Page the fragments endpoint for a longer meeting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"}},"hostedApiKey":"none"},"affinity_get_user":{"id":"affinity_get_user","name":"Affinity Get User","description":"Read one internal user. A user and their person record share the same numeric ID, so a person ID works here.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"userId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The user ID, which is also their person ID"}},"hostedApiKey":"none"},"affinity_list_calls":{"id":"affinity_list_calls","name":"Affinity List Calls","description":"Page through logged calls and their participants. Only calls the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_chat_messages":{"id":"affinity_list_chat_messages","name":"Affinity List Chat Messages","description":"Page through logged chat messages and their participants. Only messages the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_companies":{"id":"affinity_list_companies","name":"Affinity List Companies","description":"Page through companies. Companies come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these company IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_coworker_connections":{"id":"affinity_list_coworker_connections","name":"Affinity List Coworker Connections","description":"Find warm paths into a company through shared work history: who in your Affinity data once worked alongside the people you want to reach. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_emails":{"id":"affinity_list_emails","name":"Affinity List Emails","description":"Page through email metadata — subject, participants, and timestamps. Affinity never exposes email bodies through the API.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_field_values":{"id":"affinity_list_entity_field_values","name":"Affinity List Entity Field Values","description":"Page through a company\'s or person\'s non-list field values. List fields are not returned here — read those through the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read field values from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_entity_list_entries":{"id":"affinity_list_entity_list_entries","name":"Affinity List Entity List Entries","description":"Page through a company\'s or person\'s rows across every list, each carrying that list\'s field values and when the entity was added.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the rows of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_lists":{"id":"affinity_list_entity_lists","name":"Affinity List Entity Lists","description":"List every list a company or person appears on that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the lists of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_notes":{"id":"affinity_list_entity_notes","name":"Affinity List Entity Notes","description":"List the notes relevant to one company, person, or opportunity — directly attached notes plus notes reaching it through its people and meetings.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity the notes hang off: companies, persons, or opportunities"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_entity_relationships":{"id":"affinity_list_entity_relationships","name":"Affinity List Entity Relationships","description":"List who knows a company or person, scored 0.0 to 1.0 by how much the two actually interact. Strongest first by default.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up relationships for: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on interactionScore only, e.g. \\"interactionScore>=0.5\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"interactionScore\\"] for weakest first, [\\"-interactionScore\\"] for strongest first (the default)"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_field_dropdown_options":{"id":"affinity_list_field_dropdown_options","name":"Affinity List Field Dropdown Options","description":"List the selectable options on a dropdown or ranked-dropdown company or person field. Writing such a field needs the option ID, not its text.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which field family the field belongs to: companies or persons"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown or ranked-dropdown field ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_metadata":{"id":"affinity_list_field_metadata","name":"Affinity List Field Metadata","description":"List the non-list company or person fields, with the value type, filter operators, and sort support of each. Start here to find the Field IDs the read and write tools take.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which fields to describe: companies or persons"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Status\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_value_changes":{"id":"affinity_list_field_value_changes","name":"Affinity List Field Value Changes","description":"Page through field value changes across the whole workspace. Built for delta sync: follow nextCursor to the end of a run, then resume from the last cursor next time.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, listEntry.id, changer.id, changedAt, or actionType. Resume a sync with e.g. \\"changedAt>2026-06-01T12:00:00Z\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"changedAt\\"] for oldest first (the default), [\\"-changedAt\\"] for newest first"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_investor_executive_connections":{"id":"affinity_list_investor_executive_connections","name":"Affinity List Investor Executive Connections","description":"Find warm paths into a company through investment history: which investors in your Affinity data backed a company the people you want to reach once led. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_list_entries":{"id":"affinity_list_list_entries","name":"Affinity List List Entries","description":"Page through the rows of a list. Rows come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_field_value_changes":{"id":"affinity_list_list_entry_field_value_changes","name":"Affinity List List Entry Field Value Changes","description":"Page through the history of one list row — who changed which field, when, and to what.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, changer.id, changedAt, or actionType, e.g. \\"field.id=field-1234\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_fields":{"id":"affinity_list_list_entry_fields","name":"Affinity List List Entry Fields","description":"Page through every field value on one list row, including the list-specific columns. All fields are returned unless narrowed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, list, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_list_field_dropdown_options":{"id":"affinity_list_list_field_dropdown_options","name":"Affinity List List Field Dropdown Options","description":"List the selectable options on a dropdown, ranked-dropdown, or status-dropdown field of a list.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_fields":{"id":"affinity_list_list_fields","name":"Affinity List List Fields","description":"List the fields available on one list, including its list-specific columns. Use these Field IDs when reading or writing list entries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Stage\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_lists":{"id":"affinity_list_lists","name":"Affinity List Lists","description":"Page through the lists in the organization that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive substring match on the list name"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_meetings":{"id":"affinity_list_meetings","name":"Affinity List Meetings","description":"Page through past and upcoming meetings with their organizer and attendees.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merge_tasks":{"id":"affinity_list_merge_tasks","name":"Affinity List Merge Tasks","description":"Page through merge tasks, each summarizing how many of its merges are in progress, succeeded, or failed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge tasks to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on status only, e.g. \\"status=in-progress\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merges":{"id":"affinity_list_merges","name":"Affinity List Merges","description":"Page through the company or person merges the organization has run, with the status and the records involved in each.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merges to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over status or taskId, e.g. \\"status=failed\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_note_attached_companies":{"id":"affinity_list_note_attached_companies","name":"Affinity List Note Attached Companies","description":"List the companies directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_opportunities":{"id":"affinity_list_note_attached_opportunities","name":"Affinity List Note Attached Opportunities","description":"List the opportunities directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_persons":{"id":"affinity_list_note_attached_persons","name":"Affinity List Note Attached Persons","description":"List the persons directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_replies":{"id":"affinity_list_note_replies","name":"Affinity List Note Replies","description":"Page through the replies on one note, including AI Notetaker replies.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID whose replies to read"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_notes":{"id":"affinity_list_notes","name":"Affinity List Notes","description":"Page through every note the caller can see. Replies are excluded.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_opportunities":{"id":"affinity_list_opportunities","name":"Affinity List Opportunities","description":"Page through opportunities. Field data lives on the list entry, not here — read it through the list or saved view the opportunity belongs to.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these opportunity IDs, e.g. [1, 2, 3]"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_persons":{"id":"affinity_list_persons","name":"Affinity List Persons","description":"Page through persons. Persons come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these person IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_reminders":{"id":"affinity_list_reminders","name":"Affinity List Reminders","description":"Page through the reminders the caller can see. 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Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_keywords":{"id":"ahrefs_organic_keywords","name":"Ahrefs Organic Keywords","description":"Get organic keywords that a target domain or URL ranks for in Google search results. Returns keyword details including search volume, ranking position, and estimated traffic.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_paid_pages":{"id":"ahrefs_paid_pages","name":"Ahrefs Paid Pages","description":"Get a target domain\'s pages that receive paid search traffic, sorted by estimated paid traffic. Returns page URLs with their paid traffic, keyword counts, and estimated spend.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_overview":{"id":"ahrefs_rank_tracker_competitors_overview","name":"Ahrefs Rank Tracker Competitors Overview","description":"Get competitor rankings for the keywords tracked in an Ahrefs Rank Tracker project: each tracked keyword\'s volume and difficulty alongside every competitor\'s position, traffic, and traffic value. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_stats":{"id":"ahrefs_rank_tracker_competitors_stats","name":"Ahrefs Rank Tracker Competitors Stats","description":"Get aggregate competitor stats for an Ahrefs Rank Tracker project: each competitor\'s traffic, traffic value, average position, and share of voice across all tracked keywords. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report metrics for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_overview":{"id":"ahrefs_rank_tracker_overview","name":"Ahrefs Rank Tracker Overview","description":"Get ranking overview metrics for the keywords tracked in an Ahrefs Rank Tracker project: position, search volume, keyword difficulty, and estimated traffic. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_serp_overview":{"id":"ahrefs_rank_tracker_serp_overview","name":"Ahrefs Rank Tracker SERP Overview","description":"Get the full SERP (search engine results page) for a keyword tracked in an Ahrefs Rank Tracker project, including every ranking URL with its position, title, and authority metrics. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The tracked keyword to retrieve SERP data for"},"country":{"type":"string","required":true,"visibility":"user-or-llm","description":"Country code for the tracked keyword. Example: \\"us\\", \\"gb\\", \\"de\\""},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"topPositions":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of top organic positions to return (defaults to all available)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Timestamp to return the last available SERP Overview at, in YYYY-MM-DDThh:mm:ss format"},"locationId":{"type":"number","required":false,"visibility":"user-or-llm","description":"Location ID of the tracked keyword, if tracked at a specific location"},"languageCode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Language code of the tracked keyword"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_refdomains_history":{"id":"ahrefs_refdomains_history","name":"Ahrefs Referring Domains History","description":"Get the historical referring domains trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_referring_domains":{"id":"ahrefs_referring_domains","name":"Ahrefs Referring Domains","description":"Get a list of domains that link to a target domain or URL. Returns unique referring domains with their domain rating, backlink counts, and discovery dates.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost domains), or \\"since:YYYY-MM-DD\\" (domains found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_related_terms":{"id":"ahrefs_related_terms","name":"Ahrefs Related Terms","description":"Get keyword ideas related to a seed keyword: terms the same top-ranking pages also rank for (\\"also rank for\\") or also discuss (\\"also talk about\\"), with volume, difficulty, and CPC.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The seed keyword to find related terms for"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"terms":{"type":"string","required":false,"visibility":"user-or-llm","description":"Type of related keywords to return: \\"also_rank_for\\", \\"also_talk_about\\", or \\"all\\" (default: \\"all\\")"},"viewFor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Whether to derive related terms from the top 10 or top 100 ranking pages (default: \\"top_10\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_site_audit_page_explorer":{"id":"ahrefs_site_audit_page_explorer","name":"Ahrefs Site Audit Page Explorer","description":"Get crawled pages from an Ahrefs Site Audit project with health and SEO metrics: HTTP status, title, link counts, backlinks, indexability, and traffic. Optionally filter to pages affected by a specific issue.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Site Audit project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Crawl date in YYYY-MM-DDThh:mm:ss format (defaults to the most recent crawl)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"offset":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of results to skip, for pagination"},"issueId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Only return pages affected by this issue ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_top_pages":{"id":"ahrefs_top_pages","name":"Ahrefs Top Pages","description":"Get the top pages of a target domain sorted by organic traffic. Returns page URLs with their traffic, keyword counts, and estimated traffic value.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"airtable_create_records":{"id":"airtable_create_records","name":"Airtable Create Records","description":"Write new records to an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to create, each with a `fields` object"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_delete_records":{"id":"airtable_delete_records","name":"Airtable Delete Records","description":"Delete one or more records from an Airtable table by ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordIds":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of record IDs to delete (each starts with \\"rec\\", e.g., [\\"recXXXXXXXXXXXXXX\\"]). Pass a single-element array to delete one record."}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_get_base_schema":{"id":"airtable_get_base_schema","name":"Airtable Get Base Schema","description":"Get the schema of all tables, fields, and views in an Airtable base","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_get_record":{"id":"airtable_get_record","name":"Airtable Get Record","description":"Retrieve a single record from an Airtable table by its ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Record ID to retrieve (starts with \\"rec\\", e.g., \\"recXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_list_bases":{"id":"airtable_list_bases","name":"Airtable List Bases","description":"List all bases the authenticated user has access to","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"offset":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pagination offset for retrieving additional bases"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_list_records":{"id":"airtable_list_records","name":"Airtable List Records","description":"Read records from an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"maxRecords":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of records to return (default: all records)"},"filterFormula":{"type":"string","required":false,"visibility":"user-or-llm","description":"Formula to filter records (e.g., \\"({Field Name} = \'Value\')\\")"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_list_tables":{"id":"airtable_list_tables","name":"Airtable List Tables","description":"List all tables and their schema in an Airtable base","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_update_multiple_records":{"id":"airtable_update_multiple_records","name":"Airtable Update Multiple Records","description":"Update multiple existing records in an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to update, each with an `id` and a `fields` object"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_update_record":{"id":"airtable_update_record","name":"Airtable Update Record","description":"Update an existing record in an Airtable table by ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Record ID to update (starts with \\"rec\\", e.g., \\"recXXXXXXXXXXXXXX\\")"},"fields":{"type":"json","required":true,"visibility":"user-or-llm","description":"An object containing the field names and their new values"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_upsert_records":{"id":"airtable_upsert_records","name":"Airtable Upsert Records","description":"Update existing records or create new ones in an Airtable table, matching on the specified merge fields","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to upsert, each with a `fields` object"},"fieldsToMergeOn":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of field names used to match existing records (max 3). 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