v0.5.64: unsubscribe, search improvements, metrics, additional SSO configuration

* fix(kb): align bulk chunk operation with API response

* fix(kb): skip local state update for failed chunks

* fix(kb): correct errors type and refresh on partial failure

.claude/rules/emcn-components.md

@@ -0,0 +1,35 @@
+---
+paths:
+  - "apps/sim/components/emcn/**"
+---
+
+# EMCN Components
+
+Import from `@/components/emcn`, never from subpaths (except CSS files).
+
+## CVA vs Direct Styles
+
+**Use CVA when:** 2+ variants (primary/secondary, sm/md/lg)
+
+```tsx
+const buttonVariants = cva('base-classes', {
+  variants: { variant: { default: '...', primary: '...' } }
+})
+export { Button, buttonVariants }
+```
+
+**Use direct className when:** Single consistent style, no variations
+
+```tsx
+function Label({ className, ...props }) {
+  return <Primitive className={cn('style-classes', className)} {...props} />
+}
+```
+
+## Rules
+
+- Use Radix UI primitives for accessibility
+- Export component and variants (if using CVA)
+- TSDoc with usage examples
+- Consistent tokens: `font-medium`, `text-[12px]`, `rounded-[4px]`
+- `transition-colors` for hover states

.claude/rules/global.md

@@ -0,0 +1,13 @@
+# Global Standards
+
+## Logging
+Import `createLogger` from `sim/logger`. Use `logger.info`, `logger.warn`, `logger.error` instead of `console.log`.
+
+## Comments
+Use TSDoc for documentation. No `====` separators. No non-TSDoc comments.
+
+## Styling
+Never update global styles. Keep all styling local to components.
+
+## Package Manager
+Use `bun` and `bunx`, not `npm` and `npx`.

.claude/rules/sim-architecture.md

@@ -0,0 +1,56 @@
+---
+paths:
+  - "apps/sim/**"
+---
+
+# Sim App Architecture
+
+## Core Principles
+1. **Single Responsibility**: Each component, hook, store has one clear purpose
+2. **Composition Over Complexity**: Break down complex logic into smaller pieces
+3. **Type Safety First**: TypeScript interfaces for all props, state, return types
+4. **Predictable State**: Zustand for global state, useState for UI-only concerns
+
+## Root-Level Structure
+
+```
+apps/sim/
+├── app/                 # Next.js app router (pages, API routes)
+├── blocks/              # Block definitions and registry
+├── components/          # Shared UI (emcn/, ui/)
+├── executor/            # Workflow execution engine
+├── hooks/               # Shared hooks (queries/, selectors/)
+├── lib/                 # App-wide utilities
+├── providers/           # LLM provider integrations
+├── stores/              # Zustand stores
+├── tools/               # Tool definitions
+└── triggers/            # Trigger definitions
+```
+
+## Feature Organization
+
+Features live under `app/workspace/[workspaceId]/`:
+
+```
+feature/
+├── components/          # Feature components
+├── hooks/               # Feature-scoped hooks
+├── utils/               # Feature-scoped utilities (2+ consumers)
+├── feature.tsx          # Main component
+└── page.tsx             # Next.js page entry
+```
+
+## Naming Conventions
+- **Components**: PascalCase (`WorkflowList`)
+- **Hooks**: `use` prefix (`useWorkflowOperations`)
+- **Files**: kebab-case (`workflow-list.tsx`)
+- **Stores**: `stores/feature/store.ts`
+- **Constants**: SCREAMING_SNAKE_CASE
+- **Interfaces**: PascalCase with suffix (`WorkflowListProps`)
+
+## Utils Rules
+
+- **Never create `utils.ts` for single consumer** - inline it
+- **Create `utils.ts` when** 2+ files need the same helper
+- **Check existing sources** before duplicating (`lib/` has many utilities)
+- **Location**: `lib/` (app-wide) → `feature/utils/` (feature-scoped) → inline (single-use)

.claude/rules/sim-components.md

@@ -0,0 +1,48 @@
+---
+paths:
+  - "apps/sim/**/*.tsx"
+---
+
+# Component Patterns
+
+## Structure Order
+
+```typescript
+'use client' // Only if using hooks
+
+// Imports (external → internal)
+// Constants at module level
+const CONFIG = { SPACING: 8 } as const
+
+// Props interface
+interface ComponentProps {
+  requiredProp: string
+  optionalProp?: boolean
+}
+
+export function Component({ requiredProp, optionalProp = false }: ComponentProps) {
+  // a. Refs
+  // b. External hooks (useParams, useRouter)
+  // c. Store hooks
+  // d. Custom hooks
+  // e. Local state
+  // f. useMemo
+  // g. useCallback
+  // h. useEffect
+  // i. Return JSX
+}
+```
+
+## Rules
+
+1. `'use client'` only when using React hooks
+2. Always define props interface
+3. Extract constants with `as const`
+4. Semantic HTML (`aside`, `nav`, `article`)
+5. Optional chain callbacks: `onAction?.(id)`
+
+## Component Extraction
+
+**Extract when:** 50+ lines, used in 2+ files, or has own state/logic
+
+**Keep inline when:** < 10 lines, single use, purely presentational

.claude/rules/sim-hooks.md

@@ -0,0 +1,55 @@
+---
+paths:
+  - "apps/sim/**/use-*.ts"
+  - "apps/sim/**/hooks/**/*.ts"
+---
+
+# Hook Patterns
+
+## Structure
+
+```typescript
+interface UseFeatureProps {
+  id: string
+  onSuccess?: (result: Result) => void
+}
+
+export function useFeature({ id, onSuccess }: UseFeatureProps) {
+  // 1. Refs for stable dependencies
+  const idRef = useRef(id)
+  const onSuccessRef = useRef(onSuccess)
+
+  // 2. State
+  const [data, setData] = useState<Data | null>(null)
+  const [isLoading, setIsLoading] = useState(false)
+
+  // 3. Sync refs
+  useEffect(() => {
+    idRef.current = id
+    onSuccessRef.current = onSuccess
+  }, [id, onSuccess])
+
+  // 4. Operations (useCallback with empty deps when using refs)
+  const fetchData = useCallback(async () => {
+    setIsLoading(true)
+    try {
+      const result = await fetch(`/api/${idRef.current}`).then(r => r.json())
+      setData(result)
+      onSuccessRef.current?.(result)
+    } finally {
+      setIsLoading(false)
+    }
+  }, [])
+
+  return { data, isLoading, fetchData }
+}
+```
+
+## Rules
+
+1. Single responsibility per hook
+2. Props interface required
+3. Refs for stable callback dependencies
+4. Wrap returned functions in useCallback
+5. Always try/catch async operations
+6. Track loading/error states

.claude/rules/sim-imports.md

@@ -0,0 +1,62 @@
+---
+paths:
+  - "apps/sim/**/*.ts"
+  - "apps/sim/**/*.tsx"
+---
+
+# Import Patterns
+
+## Absolute Imports
+
+**Always use absolute imports.** Never use relative imports.
+
+```typescript
+// ✓ Good
+import { useWorkflowStore } from '@/stores/workflows/store'
+import { Button } from '@/components/ui/button'
+
+// ✗ Bad
+import { useWorkflowStore } from '../../../stores/workflows/store'
+```
+
+## Barrel Exports
+
+Use barrel exports (`index.ts`) when a folder has 3+ exports. Import from barrel, not individual files.
+
+```typescript
+// ✓ Good
+import { Dashboard, Sidebar } from '@/app/workspace/[workspaceId]/logs/components'
+
+// ✗ Bad
+import { Dashboard } from '@/app/workspace/[workspaceId]/logs/components/dashboard/dashboard'
+```
+
+## No Re-exports
+
+Do not re-export from non-barrel files. Import directly from the source.
+
+```typescript
+// ✓ Good - import from where it's declared
+import { CORE_TRIGGER_TYPES } from '@/stores/logs/filters/types'
+
+// ✗ Bad - re-exporting in utils.ts then importing from there
+import { CORE_TRIGGER_TYPES } from '@/app/workspace/.../utils'
+```
+
+## Import Order
+
+1. React/core libraries
+2. External libraries
+3. UI components (`@/components/emcn`, `@/components/ui`)
+4. Utilities (`@/lib/...`)
+5. Stores (`@/stores/...`)
+6. Feature imports
+7. CSS imports
+
+## Type Imports
+
+Use `type` keyword for type-only imports:
+
+```typescript
+import type { WorkflowLog } from '@/stores/logs/types'
+```

.claude/rules/sim-integrations.md

@@ -0,0 +1,209 @@
+---
+paths:
+  - "apps/sim/tools/**"
+  - "apps/sim/blocks/**"
+  - "apps/sim/triggers/**"
+---
+
+# Adding Integrations
+
+## Overview
+
+Adding a new integration typically requires:
+1. **Tools** - API operations (`tools/{service}/`)
+2. **Block** - UI component (`blocks/blocks/{service}.ts`)
+3. **Icon** - SVG icon (`components/icons.tsx`)
+4. **Trigger** (optional) - Webhooks/polling (`triggers/{service}/`)
+
+Always look up the service's API docs first.
+
+## 1. Tools (`tools/{service}/`)
+
+```
+tools/{service}/
+├── index.ts           # Export all tools
+├── types.ts           # Params/response types
+├── {action}.ts        # Individual tool (e.g., send_message.ts)
+└── ...
+```
+
+**Tool file structure:**
+
+```typescript
+// tools/{service}/{action}.ts
+import type { {Service}Params, {Service}Response } from '@/tools/{service}/types'
+import type { ToolConfig } from '@/tools/types'
+
+export const {service}{Action}Tool: ToolConfig<{Service}Params, {Service}Response> = {
+  id: '{service}_{action}',
+  name: '{Service} {Action}',
+  description: 'What this tool does',
+  version: '1.0.0',
+  oauth: { required: true, provider: '{service}' }, // if OAuth
+  params: { /* param definitions */ },
+  request: {
+    url: '/api/tools/{service}/{action}',
+    method: 'POST',
+    headers: () => ({ 'Content-Type': 'application/json' }),
+    body: (params) => ({ ...params }),
+  },
+  transformResponse: async (response) => {
+    const data = await response.json()
+    if (!data.success) throw new Error(data.error)
+    return { success: true, output: data.output }
+  },
+  outputs: { /* output definitions */ },
+}
+```
+
+**Register in `tools/registry.ts`:**
+
+```typescript
+import { {service}{Action}Tool } from '@/tools/{service}'
+// Add to registry object
+{service}_{action}: {service}{Action}Tool,
+```
+
+## 2. Block (`blocks/blocks/{service}.ts`)
+
+```typescript
+import { {Service}Icon } from '@/components/icons'
+import type { BlockConfig } from '@/blocks/types'
+import type { {Service}Response } from '@/tools/{service}/types'
+
+export const {Service}Block: BlockConfig<{Service}Response> = {
+  type: '{service}',
+  name: '{Service}',
+  description: 'Short description',
+  longDescription: 'Detailed description',
+  category: 'tools',
+  bgColor: '#hexcolor',
+  icon: {Service}Icon,
+  subBlocks: [ /* see SubBlock Properties below */ ],
+  tools: {
+    access: ['{service}_{action}', ...],
+    config: {
+      tool: (params) => `{service}_${params.operation}`,
+      params: (params) => ({ ...params }),
+    },
+  },
+  inputs: { /* input definitions */ },
+  outputs: { /* output definitions */ },
+}
+```
+
+### SubBlock Properties
+
+```typescript
+{
+  id: 'fieldName',           // Unique identifier
+  title: 'Field Label',      // UI label
+  type: 'short-input',       // See SubBlock Types below
+  placeholder: 'Hint text',
+  required: true,            // See Required below
+  condition: { ... },        // See Condition below
+  dependsOn: ['otherField'], // See DependsOn below
+  mode: 'basic',             // 'basic' | 'advanced' | 'both' | 'trigger'
+}
+```
+
+**SubBlock Types:** `short-input`, `long-input`, `dropdown`, `code`, `switch`, `slider`, `oauth-input`, `channel-selector`, `user-selector`, `file-upload`, etc.
+
+### `condition` - Show/hide based on another field
+
+```typescript
+// Show when operation === 'send'
+condition: { field: 'operation', value: 'send' }
+
+// Show when operation is 'send' OR 'read'
+condition: { field: 'operation', value: ['send', 'read'] }
+
+// Show when operation !== 'send'
+condition: { field: 'operation', value: 'send', not: true }
+
+// Complex: NOT in list AND another condition
+condition: {
+  field: 'operation',
+  value: ['list_channels', 'list_users'],
+  not: true,
+  and: { field: 'destinationType', value: 'dm', not: true }
+}
+```
+
+### `required` - Field validation
+
+```typescript
+// Always required
+required: true
+
+// Conditionally required (same syntax as condition)
+required: { field: 'operation', value: 'send' }
+```
+
+### `dependsOn` - Clear field when dependencies change
+
+```typescript
+// Clear when credential changes
+dependsOn: ['credential']
+
+// Clear when authMethod changes AND (credential OR botToken) changes
+dependsOn: { all: ['authMethod'], any: ['credential', 'botToken'] }
+```
+
+### `mode` - When to show field
+
+- `'basic'` - Only in basic mode (default UI)
+- `'advanced'` - Only in advanced mode (manual input)
+- `'both'` - Show in both modes (default)
+- `'trigger'` - Only when block is used as trigger
+
+**Register in `blocks/registry.ts`:**
+
+```typescript
+import { {Service}Block } from '@/blocks/blocks/{service}'
+// Add to registry object (alphabetically)
+{service}: {Service}Block,
+```
+
+## 3. Icon (`components/icons.tsx`)
+
+```typescript
+export function {Service}Icon(props: SVGProps<SVGSVGElement>) {
+  return (
+    <svg {...props} viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
+      {/* SVG path from service's brand assets */}
+    </svg>
+  )
+}
+```
+
+## 4. Trigger (`triggers/{service}/`) - Optional
+
+```
+triggers/{service}/
+├── index.ts           # Export all triggers
+├── webhook.ts         # Webhook handler
+├── utils.ts           # Shared utilities
+└── {event}.ts         # Specific event handlers
+```
+
+**Register in `triggers/registry.ts`:**
+
+```typescript
+import { {service}WebhookTrigger } from '@/triggers/{service}'
+// Add to TRIGGER_REGISTRY
+{service}_webhook: {service}WebhookTrigger,
+```
+
+## Checklist
+
+- [ ] Look up API docs for the service
+- [ ] Create `tools/{service}/types.ts` with proper types
+- [ ] Create tool files for each operation
+- [ ] Create `tools/{service}/index.ts` barrel export
+- [ ] Register tools in `tools/registry.ts`
+- [ ] Add icon to `components/icons.tsx`
+- [ ] Create block in `blocks/blocks/{service}.ts`
+- [ ] Register block in `blocks/registry.ts`
+- [ ] (Optional) Create triggers in `triggers/{service}/`
+- [ ] (Optional) Register triggers in `triggers/registry.ts`

.claude/rules/sim-queries.md

@@ -0,0 +1,66 @@
+---
+paths:
+  - "apps/sim/hooks/queries/**/*.ts"
+---
+
+# React Query Patterns
+
+All React Query hooks live in `hooks/queries/`.
+
+## Query Key Factory
+
+Every query file defines a keys factory:
+
+```typescript
+export const entityKeys = {
+  all: ['entity'] as const,
+  list: (workspaceId?: string) => [...entityKeys.all, 'list', workspaceId ?? ''] as const,
+  detail: (id?: string) => [...entityKeys.all, 'detail', id ?? ''] as const,
+}
+```
+
+## File Structure
+
+```typescript
+// 1. Query keys factory
+// 2. Types (if needed)
+// 3. Private fetch functions
+// 4. Exported hooks
+```
+
+## Query Hook
+
+```typescript
+export function useEntityList(workspaceId?: string, options?: { enabled?: boolean }) {
+  return useQuery({
+    queryKey: entityKeys.list(workspaceId),
+    queryFn: () => fetchEntities(workspaceId as string),
+    enabled: Boolean(workspaceId) && (options?.enabled ?? true),
+    staleTime: 60 * 1000,
+    placeholderData: keepPreviousData,
+  })
+}
+```
+
+## Mutation Hook
+
+```typescript
+export function useCreateEntity() {
+  const queryClient = useQueryClient()
+  return useMutation({
+    mutationFn: async (variables) => { /* fetch POST */ },
+    onSuccess: () => queryClient.invalidateQueries({ queryKey: entityKeys.all }),
+  })
+}
+```
+
+## Optimistic Updates
+
+For optimistic mutations syncing with Zustand, use `createOptimisticMutationHandlers` from `@/hooks/queries/utils/optimistic-mutation`.
+
+## Naming
+
+- **Keys**: `entityKeys`
+- **Query hooks**: `useEntity`, `useEntityList`
+- **Mutation hooks**: `useCreateEntity`, `useUpdateEntity`
+- **Fetch functions**: `fetchEntity` (private)

.claude/rules/sim-stores.md

@@ -0,0 +1,71 @@
+---
+paths:
+  - "apps/sim/**/store.ts"
+  - "apps/sim/**/stores/**/*.ts"
+---
+
+# Zustand Store Patterns
+
+Stores live in `stores/`. Complex stores split into `store.ts` + `types.ts`.
+
+## Basic Store
+
+```typescript
+import { create } from 'zustand'
+import { devtools } from 'zustand/middleware'
+import type { FeatureState } from '@/stores/feature/types'
+
+const initialState = { items: [] as Item[], activeId: null as string | null }
+
+export const useFeatureStore = create<FeatureState>()(
+  devtools(
+    (set, get) => ({
+      ...initialState,
+      setItems: (items) => set({ items }),
+      addItem: (item) => set((state) => ({ items: [...state.items, item] })),
+      reset: () => set(initialState),
+    }),
+    { name: 'feature-store' }
+  )
+)
+```
+
+## Persisted Store
+
+```typescript
+import { create } from 'zustand'
+import { persist } from 'zustand/middleware'
+
+export const useFeatureStore = create<FeatureState>()(
+  persist(
+    (set) => ({
+      width: 300,
+      setWidth: (width) => set({ width }),
+      _hasHydrated: false,
+      setHasHydrated: (v) => set({ _hasHydrated: v }),
+    }),
+    {
+      name: 'feature-state',
+      partialize: (state) => ({ width: state.width }),
+      onRehydrateStorage: () => (state) => state?.setHasHydrated(true),
+    }
+  )
+)
+```
+
+## Rules
+
+1. Use `devtools` middleware (named stores)
+2. Use `persist` only when data should survive reload
+3. `partialize` to persist only necessary state
+4. `_hasHydrated` pattern for persisted stores needing hydration tracking
+5. Immutable updates only
+6. `set((state) => ...)` when depending on previous state
+7. Provide `reset()` action
+
+## Outside React
+
+```typescript
+const items = useFeatureStore.getState().items
+useFeatureStore.setState({ items: newItems })
+```

.claude/rules/sim-styling.md

@@ -0,0 +1,41 @@
+---
+paths:
+  - "apps/sim/**/*.tsx"
+  - "apps/sim/**/*.css"
+---
+
+# Styling Rules
+
+## Tailwind
+
+1. **No inline styles** - Use Tailwind classes
+2. **No duplicate dark classes** - Skip `dark:` when value matches light mode
+3. **Exact values** - `text-[14px]`, `h-[26px]`
+4. **Transitions** - `transition-colors` for interactive states
+
+## Conditional Classes
+
+```typescript
+import { cn } from '@/lib/utils'
+
+<div className={cn(
+  'base-classes',
+  isActive && 'active-classes',
+  disabled ? 'opacity-60' : 'hover:bg-accent'
+)} />
+```
+
+## CSS Variables
+
+For dynamic values (widths, heights) synced with stores:
+
+```typescript
+// In store
+setWidth: (width) => {
+  set({ width })
+  document.documentElement.style.setProperty('--sidebar-width', `${width}px`)
+}
+
+// In component
+<aside style={{ width: 'var(--sidebar-width)' }} />
+```

.claude/rules/sim-testing.md

@@ -0,0 +1,58 @@
+---
+paths:
+  - "apps/sim/**/*.test.ts"
+  - "apps/sim/**/*.test.tsx"
+---
+
+# Testing Patterns
+
+Use Vitest. Test files: `feature.ts` → `feature.test.ts`
+
+## Structure
+
+```typescript
+/**
+ * @vitest-environment node
+ */
+import { databaseMock, loggerMock } from '@sim/testing'
+import { describe, expect, it, vi } from 'vitest'
+
+vi.mock('@sim/db', () => databaseMock)
+vi.mock('@sim/logger', () => loggerMock)
+
+import { myFunction } from '@/lib/feature'
+
+describe('myFunction', () => {
+  beforeEach(() => vi.clearAllMocks())
+  it.concurrent('isolated tests run in parallel', () => { ... })
+})
+```
+
+## @sim/testing Package
+
+Always prefer over local mocks.
+
+| Category | Utilities |
+|----------|-----------|
+| **Mocks** | `loggerMock`, `databaseMock`, `setupGlobalFetchMock()` |
+| **Factories** | `createSession()`, `createWorkflowRecord()`, `createBlock()`, `createExecutorContext()` |
+| **Builders** | `WorkflowBuilder`, `ExecutionContextBuilder` |
+| **Assertions** | `expectWorkflowAccessGranted()`, `expectBlockExecuted()` |
+
+## Rules
+
+1. `@vitest-environment node` directive at file top
+2. `vi.mock()` calls before importing mocked modules
+3. `@sim/testing` utilities over local mocks
+4. `it.concurrent` for isolated tests (no shared mutable state)
+5. `beforeEach(() => vi.clearAllMocks())` to reset state
+
+## Hoisted Mocks
+
+For mutable mock references:
+
+```typescript
+const mockFn = vi.hoisted(() => vi.fn())
+vi.mock('@/lib/module', () => ({ myFunction: mockFn }))
+mockFn.mockResolvedValue({ data: 'test' })
+```

.claude/rules/sim-typescript.md

@@ -0,0 +1,21 @@
+---
+paths:
+  - "apps/sim/**/*.ts"
+  - "apps/sim/**/*.tsx"
+---
+
+# TypeScript Rules
+
+1. **No `any`** - Use proper types or `unknown` with type guards
+2. **Props interface** - Always define for components
+3. **Const assertions** - `as const` for constant objects/arrays
+4. **Ref types** - Explicit: `useRef<HTMLDivElement>(null)`
+5. **Type imports** - `import type { X }` for type-only imports
+
+```typescript
+// ✗ Bad
+const handleClick = (e: any) => {}
+
+// ✓ Good
+const handleClick = (e: React.MouseEvent<HTMLButtonElement>) => {}
+```

.cursor/rules/global.mdc

@@ -8,7 +8,7 @@ alwaysApply: true
 You are a professional software engineer. All code must follow best practices: accurate, readable, clean, and efficient.
 
 ## Logging
-Import `createLogger` from `sim/logger`. Use `logger.info`, `logger.warn`, `logger.error` instead of `console.log`.
+Import `createLogger` from `@sim/logger`. Use `logger.info`, `logger.warn`, `logger.error` instead of `console.log`.
 
 ## Comments
 Use TSDoc for documentation. No `====` separators. No non-TSDoc comments.

apps/sim/app/api/auth/sso/providers/route.ts

@@ -4,7 +4,7 @@ import { eq } from 'drizzle-orm'
 import { NextResponse } from 'next/server'
 import { getSession } from '@/lib/auth'
 
-const logger = createLogger('SSO-Providers')
+const logger = createLogger('SSOProvidersRoute')
 
 export async function GET() {
   try {

apps/sim/app/api/auth/sso/register/route.ts

@@ -6,7 +6,7 @@ import { hasSSOAccess } from '@/lib/billing'
 import { env } from '@/lib/core/config/env'
 import { REDACTED_MARKER } from '@/lib/core/security/redaction'
 
-const logger = createLogger('SSO-Register')
+const logger = createLogger('SSORegisterRoute')
 
 const mappingSchema = z
   .object({
@@ -43,6 +43,10 @@ const ssoRegistrationSchema = z.discriminatedUnion('providerType', [
       ])
       .default(['openid', 'profile', 'email']),
     pkce: z.boolean().default(true),
+    authorizationEndpoint: z.string().url().optional(),
+    tokenEndpoint: z.string().url().optional(),
+    userInfoEndpoint: z.string().url().optional(),
+    jwksEndpoint: z.string().url().optional(),
   }),
   z.object({
     providerType: z.literal('saml'),
@@ -64,12 +68,10 @@ const ssoRegistrationSchema = z.discriminatedUnion('providerType', [
 
 export async function POST(request: NextRequest) {
   try {
-    // SSO plugin must be enabled in Better Auth
     if (!env.SSO_ENABLED) {
       return NextResponse.json({ error: 'SSO is not enabled' }, { status: 400 })
     }
 
-    // Check plan access (enterprise) or env var override
     const session = await getSession()
     if (!session?.user?.id) {
       return NextResponse.json({ error: 'Authentication required' }, { status: 401 })
@@ -116,7 +118,16 @@ export async function POST(request: NextRequest) {
     }
 
     if (providerType === 'oidc') {
-      const { clientId, clientSecret, scopes, pkce } = body
+      const {
+        clientId,
+        clientSecret,
+        scopes,
+        pkce,
+        authorizationEndpoint,
+        tokenEndpoint,
+        userInfoEndpoint,
+        jwksEndpoint,
+      } = body
 
       const oidcConfig: any = {
         clientId,
@@ -127,50 +138,104 @@ export async function POST(request: NextRequest) {
         pkce: pkce ?? true,
       }
 
-      // Add manual endpoints for providers that might need them
-      // Common patterns for OIDC providers that don't support discovery properly
-      if (
-        issuer.includes('okta.com') ||
-        issuer.includes('auth0.com') ||
-        issuer.includes('identityserver')
-      ) {
-        const baseUrl = issuer.includes('/oauth2/default')
-          ? issuer.replace('/oauth2/default', '')
-          : issuer.replace('/oauth', '').replace('/v2.0', '').replace('/oauth2', '')
+      oidcConfig.authorizationEndpoint = authorizationEndpoint
+      oidcConfig.tokenEndpoint = tokenEndpoint
+      oidcConfig.userInfoEndpoint = userInfoEndpoint
+      oidcConfig.jwksEndpoint = jwksEndpoint
 
-        // Okta-style endpoints
-        if (issuer.includes('okta.com')) {
-          oidcConfig.authorizationEndpoint = `${baseUrl}/oauth2/default/v1/authorize`
-          oidcConfig.tokenEndpoint = `${baseUrl}/oauth2/default/v1/token`
-          oidcConfig.userInfoEndpoint = `${baseUrl}/oauth2/default/v1/userinfo`
-          oidcConfig.jwksEndpoint = `${baseUrl}/oauth2/default/v1/keys`
-        }
-        // Auth0-style endpoints
-        else if (issuer.includes('auth0.com')) {
-          oidcConfig.authorizationEndpoint = `${baseUrl}/authorize`
-          oidcConfig.tokenEndpoint = `${baseUrl}/oauth/token`
-          oidcConfig.userInfoEndpoint = `${baseUrl}/userinfo`
-          oidcConfig.jwksEndpoint = `${baseUrl}/.well-known/jwks.json`
-        }
-        // Generic OIDC endpoints (IdentityServer, etc.)
-        else {
-          oidcConfig.authorizationEndpoint = `${baseUrl}/connect/authorize`
-          oidcConfig.tokenEndpoint = `${baseUrl}/connect/token`
-          oidcConfig.userInfoEndpoint = `${baseUrl}/connect/userinfo`
-          oidcConfig.jwksEndpoint = `${baseUrl}/.well-known/jwks`
-        }
+      const needsDiscovery =
+        !oidcConfig.authorizationEndpoint || !oidcConfig.tokenEndpoint || !oidcConfig.jwksEndpoint
 
-        logger.info('Using manual OIDC endpoints for provider', {
+      if (needsDiscovery) {
+        const discoveryUrl = `${issuer.replace(/\/$/, '')}/.well-known/openid-configuration`
+        try {
+          logger.info('Fetching OIDC discovery document for missing endpoints', {
+            discoveryUrl,
+            hasAuthEndpoint: !!oidcConfig.authorizationEndpoint,
+            hasTokenEndpoint: !!oidcConfig.tokenEndpoint,
+            hasJwksEndpoint: !!oidcConfig.jwksEndpoint,
+          })
+
+          const discoveryResponse = await fetch(discoveryUrl, {
+            headers: { Accept: 'application/json' },
+          })
+
+          if (!discoveryResponse.ok) {
+            logger.error('Failed to fetch OIDC discovery document', {
+              status: discoveryResponse.status,
+              statusText: discoveryResponse.statusText,
+            })
+            return NextResponse.json(
+              {
+                error: `Failed to fetch OIDC discovery document from ${discoveryUrl}. Status: ${discoveryResponse.status}. Provide all endpoints explicitly or verify the issuer URL.`,
+              },
+              { status: 400 }
+            )
+          }
+
+          const discovery = await discoveryResponse.json()
+
+          oidcConfig.authorizationEndpoint =
+            oidcConfig.authorizationEndpoint || discovery.authorization_endpoint
+          oidcConfig.tokenEndpoint = oidcConfig.tokenEndpoint || discovery.token_endpoint
+          oidcConfig.userInfoEndpoint = oidcConfig.userInfoEndpoint || discovery.userinfo_endpoint
+          oidcConfig.jwksEndpoint = oidcConfig.jwksEndpoint || discovery.jwks_uri
+
+          logger.info('Merged OIDC endpoints (user-provided + discovery)', {
+            providerId,
+            issuer,
+            authorizationEndpoint: oidcConfig.authorizationEndpoint,
+            tokenEndpoint: oidcConfig.tokenEndpoint,
+            userInfoEndpoint: oidcConfig.userInfoEndpoint,
+            jwksEndpoint: oidcConfig.jwksEndpoint,
+          })
+        } catch (error) {
+          logger.error('Error fetching OIDC discovery document', {
+            error: error instanceof Error ? error.message : 'Unknown error',
+            discoveryUrl,
+          })
+          return NextResponse.json(
+            {
+              error: `Failed to fetch OIDC discovery document from ${discoveryUrl}. Please verify the issuer URL is correct or provide all endpoints explicitly.`,
+            },
+            { status: 400 }
+          )
+        }
+      } else {
+        logger.info('Using explicitly provided OIDC endpoints (all present)', {
           providerId,
-          provider: issuer.includes('okta.com')
-            ? 'Okta'
-            : issuer.includes('auth0.com')
-              ? 'Auth0'
-              : 'Generic',
-          authEndpoint: oidcConfig.authorizationEndpoint,
+          issuer,
+          authorizationEndpoint: oidcConfig.authorizationEndpoint,
+          tokenEndpoint: oidcConfig.tokenEndpoint,
+          userInfoEndpoint: oidcConfig.userInfoEndpoint,
+          jwksEndpoint: oidcConfig.jwksEndpoint,
         })
       }
 
+      if (
+        !oidcConfig.authorizationEndpoint ||
+        !oidcConfig.tokenEndpoint ||
+        !oidcConfig.jwksEndpoint
+      ) {
+        const missing: string[] = []
+        if (!oidcConfig.authorizationEndpoint) missing.push('authorizationEndpoint')
+        if (!oidcConfig.tokenEndpoint) missing.push('tokenEndpoint')
+        if (!oidcConfig.jwksEndpoint) missing.push('jwksEndpoint')
+
+        logger.error('Missing required OIDC endpoints after discovery merge', {
+          missing,
+          authorizationEndpoint: oidcConfig.authorizationEndpoint,
+          tokenEndpoint: oidcConfig.tokenEndpoint,
+          jwksEndpoint: oidcConfig.jwksEndpoint,
+        })
+        return NextResponse.json(
+          {
+            error: `Missing required OIDC endpoints: ${missing.join(', ')}. Please provide these explicitly or verify the issuer supports OIDC discovery.`,
+          },
+          { status: 400 }
+        )
+      }
+
       providerConfig.oidcConfig = oidcConfig
     } else if (providerType === 'saml') {
       const {

apps/sim/app/api/creators/[id]/verify/route.ts

@@ -1,10 +1,11 @@
 import { db } from '@sim/db'
-import { templateCreators, user } from '@sim/db/schema'
+import { templateCreators } from '@sim/db/schema'
 import { createLogger } from '@sim/logger'
 import { eq } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { getSession } from '@/lib/auth'
 import { generateRequestId } from '@/lib/core/utils/request'
+import { verifyEffectiveSuperUser } from '@/lib/templates/permissions'
 
 const logger = createLogger('CreatorVerificationAPI')
 
@@ -23,9 +24,8 @@ export async function POST(request: NextRequest, { params }: { params: Promise<{
     }
 
     // Check if user is a super user
-    const currentUser = await db.select().from(user).where(eq(user.id, session.user.id)).limit(1)
-
-    if (!currentUser[0]?.isSuperUser) {
+    const { effectiveSuperUser } = await verifyEffectiveSuperUser(session.user.id)
+    if (!effectiveSuperUser) {
       logger.warn(`[${requestId}] Non-super user attempted to verify creator: ${id}`)
       return NextResponse.json({ error: 'Only super users can verify creators' }, { status: 403 })
     }
@@ -76,9 +76,8 @@ export async function DELETE(
     }
 
     // Check if user is a super user
-    const currentUser = await db.select().from(user).where(eq(user.id, session.user.id)).limit(1)
-
-    if (!currentUser[0]?.isSuperUser) {
+    const { effectiveSuperUser } = await verifyEffectiveSuperUser(session.user.id)
+    if (!effectiveSuperUser) {
       logger.warn(`[${requestId}] Non-super user attempted to unverify creator: ${id}`)
       return NextResponse.json({ error: 'Only super users can unverify creators' }, { status: 403 })
     }

apps/sim/app/api/superuser/import-workflow/route.ts

@@ -0,0 +1,193 @@
+import { db } from '@sim/db'
+import { copilotChats, workflow, workspace } from '@sim/db/schema'
+import { createLogger } from '@sim/logger'
+import { eq } from 'drizzle-orm'
+import { type NextRequest, NextResponse } from 'next/server'
+import { getSession } from '@/lib/auth'
+import { verifyEffectiveSuperUser } from '@/lib/templates/permissions'
+import { parseWorkflowJson } from '@/lib/workflows/operations/import-export'
+import {
+  loadWorkflowFromNormalizedTables,
+  saveWorkflowToNormalizedTables,
+} from '@/lib/workflows/persistence/utils'
+import { sanitizeForExport } from '@/lib/workflows/sanitization/json-sanitizer'
+
+const logger = createLogger('SuperUserImportWorkflow')
+
+interface ImportWorkflowRequest {
+  workflowId: string
+  targetWorkspaceId: string
+}
+
+/**
+ * POST /api/superuser/import-workflow
+ *
+ * Superuser endpoint to import a workflow by ID along with its copilot chats.
+ * This creates a copy of the workflow in the target workspace with new IDs.
+ * Only the workflow structure and copilot chats are copied - no deployments,
+ * webhooks, triggers, or other sensitive data.
+ *
+ * Requires both isSuperUser flag AND superUserModeEnabled setting.
+ */
+export async function POST(request: NextRequest) {
+  try {
+    const session = await getSession()
+    if (!session?.user?.id) {
+      return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
+    }
+
+    const { effectiveSuperUser, isSuperUser, superUserModeEnabled } =
+      await verifyEffectiveSuperUser(session.user.id)
+
+    if (!effectiveSuperUser) {
+      logger.warn('Non-effective-superuser attempted to access import-workflow endpoint', {
+        userId: session.user.id,
+        isSuperUser,
+        superUserModeEnabled,
+      })
+      return NextResponse.json({ error: 'Forbidden: Superuser access required' }, { status: 403 })
+    }
+
+    const body: ImportWorkflowRequest = await request.json()
+    const { workflowId, targetWorkspaceId } = body
+
+    if (!workflowId) {
+      return NextResponse.json({ error: 'workflowId is required' }, { status: 400 })
+    }
+
+    if (!targetWorkspaceId) {
+      return NextResponse.json({ error: 'targetWorkspaceId is required' }, { status: 400 })
+    }
+
+    // Verify target workspace exists
+    const [targetWorkspace] = await db
+      .select({ id: workspace.id, ownerId: workspace.ownerId })
+      .from(workspace)
+      .where(eq(workspace.id, targetWorkspaceId))
+      .limit(1)
+
+    if (!targetWorkspace) {
+      return NextResponse.json({ error: 'Target workspace not found' }, { status: 404 })
+    }
+
+    // Get the source workflow
+    const [sourceWorkflow] = await db
+      .select()
+      .from(workflow)
+      .where(eq(workflow.id, workflowId))
+      .limit(1)
+
+    if (!sourceWorkflow) {
+      return NextResponse.json({ error: 'Source workflow not found' }, { status: 404 })
+    }
+
+    // Load the workflow state from normalized tables
+    const normalizedData = await loadWorkflowFromNormalizedTables(workflowId)
+
+    if (!normalizedData) {
+      return NextResponse.json(
+        { error: 'Workflow has no normalized data - cannot import' },
+        { status: 400 }
+      )
+    }
+
+    // Use existing export logic to create export format
+    const workflowState = {
+      blocks: normalizedData.blocks,
+      edges: normalizedData.edges,
+      loops: normalizedData.loops,
+      parallels: normalizedData.parallels,
+      metadata: {
+        name: sourceWorkflow.name,
+        description: sourceWorkflow.description ?? undefined,
+        color: sourceWorkflow.color,
+      },
+    }
+
+    const exportData = sanitizeForExport(workflowState)
+
+    // Use existing import logic (parseWorkflowJson regenerates IDs automatically)
+    const { data: importedData, errors } = parseWorkflowJson(JSON.stringify(exportData))
+
+    if (!importedData || errors.length > 0) {
+      return NextResponse.json(
+        { error: `Failed to parse workflow: ${errors.join(', ')}` },
+        { status: 400 }
+      )
+    }
+
+    // Create new workflow record
+    const newWorkflowId = crypto.randomUUID()
+    const now = new Date()
+
+    await db.insert(workflow).values({
+      id: newWorkflowId,
+      userId: session.user.id,
+      workspaceId: targetWorkspaceId,
+      folderId: null, // Don't copy folder association
+      name: `[Debug Import] ${sourceWorkflow.name}`,
+      description: sourceWorkflow.description,
+      color: sourceWorkflow.color,
+      lastSynced: now,
+      createdAt: now,
+      updatedAt: now,
+      isDeployed: false, // Never copy deployment status
+      runCount: 0,
+      variables: sourceWorkflow.variables || {},
+    })
+
+    // Save using existing persistence logic
+    const saveResult = await saveWorkflowToNormalizedTables(newWorkflowId, importedData)
+
+    if (!saveResult.success) {
+      // Clean up the workflow record if save failed
+      await db.delete(workflow).where(eq(workflow.id, newWorkflowId))
+      return NextResponse.json(
+        { error: `Failed to save workflow state: ${saveResult.error}` },
+        { status: 500 }
+      )
+    }
+
+    // Copy copilot chats associated with the source workflow
+    const sourceCopilotChats = await db
+      .select()
+      .from(copilotChats)
+      .where(eq(copilotChats.workflowId, workflowId))
+
+    let copilotChatsImported = 0
+
+    for (const chat of sourceCopilotChats) {
+      await db.insert(copilotChats).values({
+        userId: session.user.id,
+        workflowId: newWorkflowId,
+        title: chat.title ? `[Import] ${chat.title}` : null,
+        messages: chat.messages,
+        model: chat.model,
+        conversationId: null, // Don't copy conversation ID
+        previewYaml: chat.previewYaml,
+        planArtifact: chat.planArtifact,
+        config: chat.config,
+        createdAt: new Date(),
+        updatedAt: new Date(),
+      })
+      copilotChatsImported++
+    }
+
+    logger.info('Superuser imported workflow', {
+      userId: session.user.id,
+      sourceWorkflowId: workflowId,
+      newWorkflowId,
+      targetWorkspaceId,
+      copilotChatsImported,
+    })
+
+    return NextResponse.json({
+      success: true,
+      newWorkflowId,
+      copilotChatsImported,
+    })
+  } catch (error) {
+    logger.error('Error importing workflow', error)
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}

apps/sim/app/api/templates/[id]/approve/route.ts

@@ -5,7 +5,7 @@ import { eq } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { getSession } from '@/lib/auth'
 import { generateRequestId } from '@/lib/core/utils/request'
-import { verifySuperUser } from '@/lib/templates/permissions'
+import { verifyEffectiveSuperUser } from '@/lib/templates/permissions'
 
 const logger = createLogger('TemplateApprovalAPI')
 
@@ -25,8 +25,8 @@ export async function POST(request: NextRequest, { params }: { params: Promise<{
       return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
     }
 
-    const { isSuperUser } = await verifySuperUser(session.user.id)
-    if (!isSuperUser) {
+    const { effectiveSuperUser } = await verifyEffectiveSuperUser(session.user.id)
+    if (!effectiveSuperUser) {
       logger.warn(`[${requestId}] Non-super user attempted to approve template: ${id}`)
       return NextResponse.json({ error: 'Only super users can approve templates' }, { status: 403 })
     }
@@ -71,8 +71,8 @@ export async function DELETE(
       return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
     }
 
-    const { isSuperUser } = await verifySuperUser(session.user.id)
-    if (!isSuperUser) {
+    const { effectiveSuperUser } = await verifyEffectiveSuperUser(session.user.id)
+    if (!effectiveSuperUser) {
       logger.warn(`[${requestId}] Non-super user attempted to reject template: ${id}`)
       return NextResponse.json({ error: 'Only super users can reject templates' }, { status: 403 })
     }

apps/sim/app/api/templates/[id]/reject/route.ts

@@ -5,7 +5,7 @@ import { eq } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { getSession } from '@/lib/auth'
 import { generateRequestId } from '@/lib/core/utils/request'
-import { verifySuperUser } from '@/lib/templates/permissions'
+import { verifyEffectiveSuperUser } from '@/lib/templates/permissions'
 
 const logger = createLogger('TemplateRejectionAPI')
 
@@ -25,8 +25,8 @@ export async function POST(request: NextRequest, { params }: { params: Promise<{
       return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
     }
 
-    const { isSuperUser } = await verifySuperUser(session.user.id)
-    if (!isSuperUser) {
+    const { effectiveSuperUser } = await verifyEffectiveSuperUser(session.user.id)
+    if (!effectiveSuperUser) {
       logger.warn(`[${requestId}] Non-super user attempted to reject template: ${id}`)
       return NextResponse.json({ error: 'Only super users can reject templates' }, { status: 403 })
     }

apps/sim/app/api/templates/route.ts

@@ -3,7 +3,6 @@ import {
   templateCreators,
   templateStars,
   templates,
-  user,
   workflow,
   workflowDeploymentVersion,
 } from '@sim/db/schema'
@@ -14,6 +13,7 @@ import { v4 as uuidv4 } from 'uuid'
 import { z } from 'zod'
 import { getSession } from '@/lib/auth'
 import { generateRequestId } from '@/lib/core/utils/request'
+import { verifyEffectiveSuperUser } from '@/lib/templates/permissions'
 import {
   extractRequiredCredentials,
   sanitizeCredentials,
@@ -70,8 +70,8 @@ export async function GET(request: NextRequest) {
     logger.debug(`[${requestId}] Fetching templates with params:`, params)
 
     // Check if user is a super user
-    const currentUser = await db.select().from(user).where(eq(user.id, session.user.id)).limit(1)
-    const isSuperUser = currentUser[0]?.isSuperUser || false
+    const { effectiveSuperUser } = await verifyEffectiveSuperUser(session.user.id)
+    const isSuperUser = effectiveSuperUser
 
     // Build query conditions
     const conditions = []

apps/sim/app/api/v1/admin/types.ts

@@ -550,6 +550,8 @@ export interface AdminUserBilling {
   totalWebhookTriggers: number
   totalScheduledExecutions: number
   totalChatExecutions: number
+  totalMcpExecutions: number
+  totalA2aExecutions: number
   totalTokensUsed: number
   totalCost: string
   currentUsageLimit: string | null

apps/sim/app/api/v1/admin/users/[id]/billing/route.ts

@@ -97,6 +97,8 @@ export const GET = withAdminAuthParams<RouteParams>(async (_, context) => {
       totalWebhookTriggers: stats?.totalWebhookTriggers ?? 0,
       totalScheduledExecutions: stats?.totalScheduledExecutions ?? 0,
       totalChatExecutions: stats?.totalChatExecutions ?? 0,
+      totalMcpExecutions: stats?.totalMcpExecutions ?? 0,
+      totalA2aExecutions: stats?.totalA2aExecutions ?? 0,
       totalTokensUsed: stats?.totalTokensUsed ?? 0,
       totalCost: stats?.totalCost ?? '0',
       currentUsageLimit: stats?.currentUsageLimit ?? null,

apps/sim/app/api/v1/middleware.ts

@@ -19,7 +19,7 @@ export interface RateLimitResult {
 
 export async function checkRateLimit(
   request: NextRequest,
-  endpoint: 'logs' | 'logs-detail' = 'logs'
+  endpoint: 'logs' | 'logs-detail' | 'workflows' | 'workflow-detail' = 'logs'
 ): Promise<RateLimitResult> {
   try {
     const auth = await authenticateV1Request(request)

apps/sim/app/api/v1/workflows/[id]/route.ts

@@ -0,0 +1,102 @@
+import { db } from '@sim/db'
+import { permissions, workflow, workflowBlocks } from '@sim/db/schema'
+import { createLogger } from '@sim/logger'
+import { and, eq } from 'drizzle-orm'
+import { type NextRequest, NextResponse } from 'next/server'
+import { extractInputFieldsFromBlocks } from '@/lib/workflows/input-format'
+import { createApiResponse, getUserLimits } from '@/app/api/v1/logs/meta'
+import { checkRateLimit, createRateLimitResponse } from '@/app/api/v1/middleware'
+
+const logger = createLogger('V1WorkflowDetailsAPI')
+
+export const revalidate = 0
+
+export async function GET(request: NextRequest, { params }: { params: Promise<{ id: string }> }) {
+  const requestId = crypto.randomUUID().slice(0, 8)
+
+  try {
+    const rateLimit = await checkRateLimit(request, 'workflow-detail')
+    if (!rateLimit.allowed) {
+      return createRateLimitResponse(rateLimit)
+    }
+
+    const userId = rateLimit.userId!
+    const { id } = await params
+
+    logger.info(`[${requestId}] Fetching workflow details for ${id}`, { userId })
+
+    const rows = await db
+      .select({
+        id: workflow.id,
+        name: workflow.name,
+        description: workflow.description,
+        color: workflow.color,
+        folderId: workflow.folderId,
+        workspaceId: workflow.workspaceId,
+        isDeployed: workflow.isDeployed,
+        deployedAt: workflow.deployedAt,
+        runCount: workflow.runCount,
+        lastRunAt: workflow.lastRunAt,
+        variables: workflow.variables,
+        createdAt: workflow.createdAt,
+        updatedAt: workflow.updatedAt,
+      })
+      .from(workflow)
+      .innerJoin(
+        permissions,
+        and(
+          eq(permissions.entityType, 'workspace'),
+          eq(permissions.entityId, workflow.workspaceId),
+          eq(permissions.userId, userId)
+        )
+      )
+      .where(eq(workflow.id, id))
+      .limit(1)
+
+    const workflowData = rows[0]
+    if (!workflowData) {
+      return NextResponse.json({ error: 'Workflow not found' }, { status: 404 })
+    }
+
+    const blockRows = await db
+      .select({
+        id: workflowBlocks.id,
+        type: workflowBlocks.type,
+        subBlocks: workflowBlocks.subBlocks,
+      })
+      .from(workflowBlocks)
+      .where(eq(workflowBlocks.workflowId, id))
+
+    const blocksRecord = Object.fromEntries(
+      blockRows.map((block) => [block.id, { type: block.type, subBlocks: block.subBlocks }])
+    )
+    const inputs = extractInputFieldsFromBlocks(blocksRecord)
+
+    const response = {
+      id: workflowData.id,
+      name: workflowData.name,
+      description: workflowData.description,
+      color: workflowData.color,
+      folderId: workflowData.folderId,
+      workspaceId: workflowData.workspaceId,
+      isDeployed: workflowData.isDeployed,
+      deployedAt: workflowData.deployedAt?.toISOString() || null,
+      runCount: workflowData.runCount,
+      lastRunAt: workflowData.lastRunAt?.toISOString() || null,
+      variables: workflowData.variables || {},
+      inputs,
+      createdAt: workflowData.createdAt.toISOString(),
+      updatedAt: workflowData.updatedAt.toISOString(),
+    }
+
+    const limits = await getUserLimits(userId)
+
+    const apiResponse = createApiResponse({ data: response }, limits, rateLimit)
+
+    return NextResponse.json(apiResponse.body, { headers: apiResponse.headers })
+  } catch (error: unknown) {
+    const message = error instanceof Error ? error.message : 'Unknown error'
+    logger.error(`[${requestId}] Workflow details fetch error`, { error: message })
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}

apps/sim/app/api/v1/workflows/route.ts

@@ -0,0 +1,184 @@
+import { db } from '@sim/db'
+import { permissions, workflow } from '@sim/db/schema'
+import { createLogger } from '@sim/logger'
+import { and, asc, eq, gt, or } from 'drizzle-orm'
+import { type NextRequest, NextResponse } from 'next/server'
+import { z } from 'zod'
+import { createApiResponse, getUserLimits } from '@/app/api/v1/logs/meta'
+import { checkRateLimit, createRateLimitResponse } from '@/app/api/v1/middleware'
+
+const logger = createLogger('V1WorkflowsAPI')
+
+export const dynamic = 'force-dynamic'
+export const revalidate = 0
+
+const QueryParamsSchema = z.object({
+  workspaceId: z.string(),
+  folderId: z.string().optional(),
+  deployedOnly: z.coerce.boolean().optional().default(false),
+  limit: z.coerce.number().min(1).max(100).optional().default(50),
+  cursor: z.string().optional(),
+})
+
+interface CursorData {
+  sortOrder: number
+  createdAt: string
+  id: string
+}
+
+function encodeCursor(data: CursorData): string {
+  return Buffer.from(JSON.stringify(data)).toString('base64')
+}
+
+function decodeCursor(cursor: string): CursorData | null {
+  try {
+    return JSON.parse(Buffer.from(cursor, 'base64').toString())
+  } catch {
+    return null
+  }
+}
+
+export async function GET(request: NextRequest) {
+  const requestId = crypto.randomUUID().slice(0, 8)
+
+  try {
+    const rateLimit = await checkRateLimit(request, 'workflows')
+    if (!rateLimit.allowed) {
+      return createRateLimitResponse(rateLimit)
+    }
+
+    const userId = rateLimit.userId!
+    const { searchParams } = new URL(request.url)
+    const rawParams = Object.fromEntries(searchParams.entries())
+
+    const validationResult = QueryParamsSchema.safeParse(rawParams)
+    if (!validationResult.success) {
+      return NextResponse.json(
+        { error: 'Invalid parameters', details: validationResult.error.errors },
+        { status: 400 }
+      )
+    }
+
+    const params = validationResult.data
+
+    logger.info(`[${requestId}] Fetching workflows for workspace ${params.workspaceId}`, {
+      userId,
+      filters: {
+        folderId: params.folderId,
+        deployedOnly: params.deployedOnly,
+      },
+    })
+
+    const conditions = [
+      eq(workflow.workspaceId, params.workspaceId),
+      eq(permissions.entityType, 'workspace'),
+      eq(permissions.entityId, params.workspaceId),
+      eq(permissions.userId, userId),
+    ]
+
+    if (params.folderId) {
+      conditions.push(eq(workflow.folderId, params.folderId))
+    }
+
+    if (params.deployedOnly) {
+      conditions.push(eq(workflow.isDeployed, true))
+    }
+
+    if (params.cursor) {
+      const cursorData = decodeCursor(params.cursor)
+      if (cursorData) {
+        const cursorCondition = or(
+          gt(workflow.sortOrder, cursorData.sortOrder),
+          and(
+            eq(workflow.sortOrder, cursorData.sortOrder),
+            gt(workflow.createdAt, new Date(cursorData.createdAt))
+          ),
+          and(
+            eq(workflow.sortOrder, cursorData.sortOrder),
+            eq(workflow.createdAt, new Date(cursorData.createdAt)),
+            gt(workflow.id, cursorData.id)
+          )
+        )
+        if (cursorCondition) {
+          conditions.push(cursorCondition)
+        }
+      }
+    }
+
+    const orderByClause = [asc(workflow.sortOrder), asc(workflow.createdAt), asc(workflow.id)]
+
+    const rows = await db
+      .select({
+        id: workflow.id,
+        name: workflow.name,
+        description: workflow.description,
+        color: workflow.color,
+        folderId: workflow.folderId,
+        workspaceId: workflow.workspaceId,
+        isDeployed: workflow.isDeployed,
+        deployedAt: workflow.deployedAt,
+        runCount: workflow.runCount,
+        lastRunAt: workflow.lastRunAt,
+        sortOrder: workflow.sortOrder,
+        createdAt: workflow.createdAt,
+        updatedAt: workflow.updatedAt,
+      })
+      .from(workflow)
+      .innerJoin(
+        permissions,
+        and(
+          eq(permissions.entityType, 'workspace'),
+          eq(permissions.entityId, params.workspaceId),
+          eq(permissions.userId, userId)
+        )
+      )
+      .where(and(...conditions))
+      .orderBy(...orderByClause)
+      .limit(params.limit + 1)
+
+    const hasMore = rows.length > params.limit
+    const data = rows.slice(0, params.limit)
+
+    let nextCursor: string | undefined
+    if (hasMore && data.length > 0) {
+      const lastWorkflow = data[data.length - 1]
+      nextCursor = encodeCursor({
+        sortOrder: lastWorkflow.sortOrder,
+        createdAt: lastWorkflow.createdAt.toISOString(),
+        id: lastWorkflow.id,
+      })
+    }
+
+    const formattedWorkflows = data.map((w) => ({
+      id: w.id,
+      name: w.name,
+      description: w.description,
+      color: w.color,
+      folderId: w.folderId,
+      workspaceId: w.workspaceId,
+      isDeployed: w.isDeployed,
+      deployedAt: w.deployedAt?.toISOString() || null,
+      runCount: w.runCount,
+      lastRunAt: w.lastRunAt?.toISOString() || null,
+      createdAt: w.createdAt.toISOString(),
+      updatedAt: w.updatedAt.toISOString(),
+    }))
+
+    const limits = await getUserLimits(userId)
+
+    const response = createApiResponse(
+      {
+        data: formattedWorkflows,
+        nextCursor,
+      },
+      limits,
+      rateLimit
+    )
+
+    return NextResponse.json(response.body, { headers: response.headers })
+  } catch (error: unknown) {
+    const message = error instanceof Error ? error.message : 'Unknown error'
+    logger.error(`[${requestId}] Workflows fetch error`, { error: message })
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/[documentId]/components/create-chunk-modal/create-chunk-modal.tsx

@@ -2,7 +2,6 @@
 
 import { useRef, useState } from 'react'
 import { createLogger } from '@sim/logger'
-import { useQueryClient } from '@tanstack/react-query'
 import {
   Button,
   Label,
@@ -14,7 +13,7 @@ import {
   Textarea,
 } from '@/components/emcn'
 import type { DocumentData } from '@/lib/knowledge/types'
-import { knowledgeKeys } from '@/hooks/queries/knowledge'
+import { useCreateChunk } from '@/hooks/queries/knowledge'
 
 const logger = createLogger('CreateChunkModal')
 
@@ -31,16 +30,20 @@ export function CreateChunkModal({
   document,
   knowledgeBaseId,
 }: CreateChunkModalProps) {
-  const queryClient = useQueryClient()
+  const {
+    mutate: createChunk,
+    isPending: isCreating,
+    error: mutationError,
+    reset: resetMutation,
+  } = useCreateChunk()
   const [content, setContent] = useState('')
-  const [isCreating, setIsCreating] = useState(false)
-  const [error, setError] = useState<string | null>(null)
   const [showUnsavedChangesAlert, setShowUnsavedChangesAlert] = useState(false)
   const isProcessingRef = useRef(false)
 
+  const error = mutationError?.message ?? null
   const hasUnsavedChanges = content.trim().length > 0
 
-  const handleCreateChunk = async () => {
+  const handleCreateChunk = () => {
     if (!document || content.trim().length === 0 || isProcessingRef.current) {
       if (isProcessingRef.current) {
         logger.warn('Chunk creation already in progress, ignoring duplicate request')
@@ -48,57 +51,32 @@ export function CreateChunkModal({
       return
     }
 
-    try {
-      isProcessingRef.current = true
-      setIsCreating(true)
-      setError(null)
+    isProcessingRef.current = true
 
-      const response = await fetch(
-        `/api/knowledge/${knowledgeBaseId}/documents/${document.id}/chunks`,
-        {
-          method: 'POST',
-          headers: {
-            'Content-Type': 'application/json',
-          },
-          body: JSON.stringify({
-            content: content.trim(),
-            enabled: true,
-          }),
-        }
-      )
-
-      if (!response.ok) {
-        const result = await response.json()
-        throw new Error(result.error || 'Failed to create chunk')
+    createChunk(
+      {
+        knowledgeBaseId,
+        documentId: document.id,
+        content: content.trim(),
+        enabled: true,
+      },
+      {
+        onSuccess: () => {
+          isProcessingRef.current = false
+          onClose()
+        },
+        onError: () => {
+          isProcessingRef.current = false
+        },
       }
-
-      const result = await response.json()
-
-      if (result.success && result.data) {
-        logger.info('Chunk created successfully:', result.data.id)
-
-        await queryClient.invalidateQueries({
-          queryKey: knowledgeKeys.detail(knowledgeBaseId),
-        })
-
-        onClose()
-      } else {
-        throw new Error(result.error || 'Failed to create chunk')
-      }
-    } catch (err) {
-      logger.error('Error creating chunk:', err)
-      setError(err instanceof Error ? err.message : 'An error occurred')
-    } finally {
-      isProcessingRef.current = false
-      setIsCreating(false)
-    }
+    )
   }
 
   const onClose = () => {
     onOpenChange(false)
     setContent('')
-    setError(null)
     setShowUnsavedChangesAlert(false)
+    resetMutation()
   }
 
   const handleCloseAttempt = () => {

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/[documentId]/components/delete-chunk-modal/delete-chunk-modal.tsx

@@ -1,13 +1,8 @@
 'use client'
 
-import { useState } from 'react'
-import { createLogger } from '@sim/logger'
-import { useQueryClient } from '@tanstack/react-query'
 import { Button, Modal, ModalBody, ModalContent, ModalFooter, ModalHeader } from '@/components/emcn'
 import type { ChunkData } from '@/lib/knowledge/types'
-import { knowledgeKeys } from '@/hooks/queries/knowledge'
-
-const logger = createLogger('DeleteChunkModal')
+import { useDeleteChunk } from '@/hooks/queries/knowledge'
 
 interface DeleteChunkModalProps {
   chunk: ChunkData | null
@@ -24,44 +19,12 @@ export function DeleteChunkModal({
   isOpen,
   onClose,
 }: DeleteChunkModalProps) {
-  const queryClient = useQueryClient()
-  const [isDeleting, setIsDeleting] = useState(false)
+  const { mutate: deleteChunk, isPending: isDeleting } = useDeleteChunk()
 
-  const handleDeleteChunk = async () => {
+  const handleDeleteChunk = () => {
     if (!chunk || isDeleting) return
 
-    try {
-      setIsDeleting(true)
-
-      const response = await fetch(
-        `/api/knowledge/${knowledgeBaseId}/documents/${documentId}/chunks/${chunk.id}`,
-        {
-          method: 'DELETE',
-        }
-      )
-
-      if (!response.ok) {
-        throw new Error('Failed to delete chunk')
-      }
-
-      const result = await response.json()
-
-      if (result.success) {
-        logger.info('Chunk deleted successfully:', chunk.id)
-
-        await queryClient.invalidateQueries({
-          queryKey: knowledgeKeys.detail(knowledgeBaseId),
-        })
-
-        onClose()
-      } else {
-        throw new Error(result.error || 'Failed to delete chunk')
-      }
-    } catch (err) {
-      logger.error('Error deleting chunk:', err)
-    } finally {
-      setIsDeleting(false)
-    }
+    deleteChunk({ knowledgeBaseId, documentId, chunkId: chunk.id }, { onSuccess: onClose })
   }
 
   if (!chunk) return null

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/[documentId]/components/document-tags-modal/document-tags-modal.tsx

@@ -25,6 +25,7 @@ import {
 } from '@/hooks/kb/use-knowledge-base-tag-definitions'
 import { useNextAvailableSlot } from '@/hooks/kb/use-next-available-slot'
 import { type TagDefinitionInput, useTagDefinitions } from '@/hooks/kb/use-tag-definitions'
+import { useUpdateDocumentTags } from '@/hooks/queries/knowledge'
 
 const logger = createLogger('DocumentTagsModal')
 
@@ -58,8 +59,6 @@ function formatValueForDisplay(value: string, fieldType: string): string {
       try {
         const date = new Date(value)
         if (Number.isNaN(date.getTime())) return value
-        // For UTC dates, display the UTC date to prevent timezone shifts
-        // e.g., 2002-05-16T00:00:00.000Z should show as "May 16, 2002" not "May 15, 2002"
         if (typeof value === 'string' && (value.endsWith('Z') || /[+-]\d{2}:\d{2}$/.test(value))) {
           return new Date(
             date.getUTCFullYear(),
@@ -96,6 +95,7 @@ export function DocumentTagsModal({
   const documentTagHook = useTagDefinitions(knowledgeBaseId, documentId)
   const kbTagHook = useKnowledgeBaseTagDefinitions(knowledgeBaseId)
   const { getNextAvailableSlot: getServerNextSlot } = useNextAvailableSlot(knowledgeBaseId)
+  const { mutateAsync: updateDocumentTags } = useUpdateDocumentTags()
 
   const { saveTagDefinitions, tagDefinitions, fetchTagDefinitions } = documentTagHook
   const { tagDefinitions: kbTagDefinitions, fetchTagDefinitions: refreshTagDefinitions } = kbTagHook
@@ -118,7 +118,6 @@ export function DocumentTagsModal({
       const definition = definitions.find((def) => def.tagSlot === slot)
 
       if (rawValue !== null && rawValue !== undefined && definition) {
-        // Convert value to string for storage
         const stringValue = String(rawValue).trim()
         if (stringValue) {
           tags.push({
@@ -142,41 +141,34 @@ export function DocumentTagsModal({
     async (tagsToSave: DocumentTag[]) => {
       if (!documentData) return
 
-      try {
-        const tagData: Record<string, string> = {}
+      const tagData: Record<string, string> = {}
 
-        // Only include tags that have values (omit empty ones)
-        // Use empty string for slots that should be cleared
-        ALL_TAG_SLOTS.forEach((slot) => {
-          const tag = tagsToSave.find((t) => t.slot === slot)
-          if (tag?.value.trim()) {
-            tagData[slot] = tag.value.trim()
-          } else {
-            // Use empty string to clear a tag (API schema expects string, not null)
-            tagData[slot] = ''
-          }
-        })
-
-        const response = await fetch(`/api/knowledge/${knowledgeBaseId}/documents/${documentId}`, {
-          method: 'PUT',
-          headers: {
-            'Content-Type': 'application/json',
-          },
-          body: JSON.stringify(tagData),
-        })
-
-        if (!response.ok) {
-          throw new Error('Failed to update document tags')
+      ALL_TAG_SLOTS.forEach((slot) => {
+        const tag = tagsToSave.find((t) => t.slot === slot)
+        if (tag?.value.trim()) {
+          tagData[slot] = tag.value.trim()
+        } else {
+          tagData[slot] = ''
         }
+      })
 
-        onDocumentUpdate?.(tagData as Record<string, string>)
-        await fetchTagDefinitions()
-      } catch (error) {
-        logger.error('Error updating document tags:', error)
-        throw error
-      }
+      await updateDocumentTags({
+        knowledgeBaseId,
+        documentId,
+        tags: tagData,
+      })
+
+      onDocumentUpdate?.(tagData)
+      await fetchTagDefinitions()
     },
-    [documentData, knowledgeBaseId, documentId, fetchTagDefinitions, onDocumentUpdate]
+    [
+      documentData,
+      knowledgeBaseId,
+      documentId,
+      updateDocumentTags,
+      fetchTagDefinitions,
+      onDocumentUpdate,
+    ]
   )
 
   const handleRemoveTag = async (index: number) => {

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/[documentId]/components/edit-chunk-modal/edit-chunk-modal.tsx

@@ -2,7 +2,6 @@
 
 import { useEffect, useMemo, useRef, useState } from 'react'
 import { createLogger } from '@sim/logger'
-import { useQueryClient } from '@tanstack/react-query'
 import { ChevronDown, ChevronUp } from 'lucide-react'
 import {
   Button,
@@ -19,7 +18,7 @@ import {
 import type { ChunkData, DocumentData } from '@/lib/knowledge/types'
 import { getAccurateTokenCount, getTokenStrings } from '@/lib/tokenization/estimators'
 import { useUserPermissionsContext } from '@/app/workspace/[workspaceId]/providers/workspace-permissions-provider'
-import { knowledgeKeys } from '@/hooks/queries/knowledge'
+import { useUpdateChunk } from '@/hooks/queries/knowledge'
 
 const logger = createLogger('EditChunkModal')
 
@@ -50,17 +49,22 @@ export function EditChunkModal({
   onNavigateToPage,
   maxChunkSize,
 }: EditChunkModalProps) {
-  const queryClient = useQueryClient()
   const userPermissions = useUserPermissionsContext()
+  const {
+    mutate: updateChunk,
+    isPending: isSaving,
+    error: mutationError,
+    reset: resetMutation,
+  } = useUpdateChunk()
   const [editedContent, setEditedContent] = useState(chunk?.content || '')
-  const [isSaving, setIsSaving] = useState(false)
   const [isNavigating, setIsNavigating] = useState(false)
-  const [error, setError] = useState<string | null>(null)
   const [showUnsavedChangesAlert, setShowUnsavedChangesAlert] = useState(false)
   const [pendingNavigation, setPendingNavigation] = useState<(() => void) | null>(null)
   const [tokenizerOn, setTokenizerOn] = useState(false)
   const textareaRef = useRef<HTMLTextAreaElement>(null)
 
+  const error = mutationError?.message ?? null
+
   const hasUnsavedChanges = editedContent !== (chunk?.content || '')
 
   const tokenStrings = useMemo(() => {
@@ -102,44 +106,15 @@ export function EditChunkModal({
   const canNavigatePrev = currentChunkIndex > 0 || currentPage > 1
   const canNavigateNext = currentChunkIndex < allChunks.length - 1 || currentPage < totalPages
 
-  const handleSaveContent = async () => {
+  const handleSaveContent = () => {
     if (!chunk || !document) return
 
-    try {
-      setIsSaving(true)
-      setError(null)
-
-      const response = await fetch(
-        `/api/knowledge/${knowledgeBaseId}/documents/${document.id}/chunks/${chunk.id}`,
-        {
-          method: 'PUT',
-          headers: {
-            'Content-Type': 'application/json',
-          },
-          body: JSON.stringify({
-            content: editedContent,
-          }),
-        }
-      )
-
-      if (!response.ok) {
-        const result = await response.json()
-        throw new Error(result.error || 'Failed to update chunk')
-      }
-
-      const result = await response.json()
-
-      if (result.success) {
-        await queryClient.invalidateQueries({
-          queryKey: knowledgeKeys.detail(knowledgeBaseId),
-        })
-      }
-    } catch (err) {
-      logger.error('Error updating chunk:', err)
-      setError(err instanceof Error ? err.message : 'An error occurred')
-    } finally {
-      setIsSaving(false)
-    }
+    updateChunk({
+      knowledgeBaseId,
+      documentId: document.id,
+      chunkId: chunk.id,
+      content: editedContent,
+    })
   }
 
   const navigateToChunk = async (direction: 'prev' | 'next') => {
@@ -165,7 +140,6 @@ export function EditChunkModal({
       }
     } catch (err) {
       logger.error(`Error navigating ${direction}:`, err)
-      setError(`Failed to navigate to ${direction === 'prev' ? 'previous' : 'next'} chunk`)
     } finally {
       setIsNavigating(false)
     }
@@ -185,6 +159,7 @@ export function EditChunkModal({
       setPendingNavigation(null)
       setShowUnsavedChangesAlert(true)
     } else {
+      resetMutation()
       onClose()
     }
   }
@@ -195,6 +170,7 @@ export function EditChunkModal({
       void pendingNavigation()
       setPendingNavigation(null)
     } else {
+      resetMutation()
       onClose()
     }
   }

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/[documentId]/document.tsx

@@ -48,7 +48,13 @@ import { ActionBar } from '@/app/workspace/[workspaceId]/knowledge/[id]/componen
 import { useUserPermissionsContext } from '@/app/workspace/[workspaceId]/providers/workspace-permissions-provider'
 import { useContextMenu } from '@/app/workspace/[workspaceId]/w/components/sidebar/hooks'
 import { useDocument, useDocumentChunks, useKnowledgeBase } from '@/hooks/kb/use-knowledge'
-import { knowledgeKeys, useDocumentChunkSearchQuery } from '@/hooks/queries/knowledge'
+import {
+  knowledgeKeys,
+  useBulkChunkOperation,
+  useDeleteDocument,
+  useDocumentChunkSearchQuery,
+  useUpdateChunk,
+} from '@/hooks/queries/knowledge'
 
 const logger = createLogger('Document')
 
@@ -403,11 +409,13 @@ export function Document({
   const [isCreateChunkModalOpen, setIsCreateChunkModalOpen] = useState(false)
   const [chunkToDelete, setChunkToDelete] = useState<ChunkData | null>(null)
   const [isDeleteModalOpen, setIsDeleteModalOpen] = useState(false)
-  const [isBulkOperating, setIsBulkOperating] = useState(false)
   const [showDeleteDocumentDialog, setShowDeleteDocumentDialog] = useState(false)
-  const [isDeletingDocument, setIsDeletingDocument] = useState(false)
   const [contextMenuChunk, setContextMenuChunk] = useState<ChunkData | null>(null)
 
+  const { mutate: updateChunkMutation } = useUpdateChunk()
+  const { mutate: deleteDocumentMutation, isPending: isDeletingDocument } = useDeleteDocument()
+  const { mutate: bulkChunkMutation, isPending: isBulkOperating } = useBulkChunkOperation()
+
   const {
     isOpen: isContextMenuOpen,
     position: contextMenuPosition,
@@ -440,36 +448,23 @@ export function Document({
     setSelectedChunk(null)
   }
 
-  const handleToggleEnabled = async (chunkId: string) => {
+  const handleToggleEnabled = (chunkId: string) => {
     const chunk = displayChunks.find((c) => c.id === chunkId)
     if (!chunk) return
 
-    try {
-      const response = await fetch(
-        `/api/knowledge/${knowledgeBaseId}/documents/${documentId}/chunks/${chunkId}`,
-        {
-          method: 'PUT',
-          headers: {
-            'Content-Type': 'application/json',
-          },
-          body: JSON.stringify({
-            enabled: !chunk.enabled,
-          }),
-        }
-      )
-
-      if (!response.ok) {
-        throw new Error('Failed to update chunk')
+    updateChunkMutation(
+      {
+        knowledgeBaseId,
+        documentId,
+        chunkId,
+        enabled: !chunk.enabled,
+      },
+      {
+        onSuccess: () => {
+          updateChunk(chunkId, { enabled: !chunk.enabled })
+        },
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        updateChunk(chunkId, { enabled: !chunk.enabled })
-      }
-    } catch (err) {
-      logger.error('Error updating chunk:', err)
-    }
+    )
   }
 
   const handleDeleteChunk = (chunkId: string) => {
@@ -515,107 +510,65 @@ export function Document({
   /**
    * Handles deleting the document
    */
-  const handleDeleteDocument = async () => {
+  const handleDeleteDocument = () => {
     if (!documentData) return
 
-    try {
-      setIsDeletingDocument(true)
-
-      const response = await fetch(`/api/knowledge/${knowledgeBaseId}/documents/${documentId}`, {
-        method: 'DELETE',
-      })
-
-      if (!response.ok) {
-        throw new Error('Failed to delete document')
+    deleteDocumentMutation(
+      { knowledgeBaseId, documentId },
+      {
+        onSuccess: () => {
+          router.push(`/workspace/${workspaceId}/knowledge/${knowledgeBaseId}`)
+        },
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        await queryClient.invalidateQueries({
-          queryKey: knowledgeKeys.detail(knowledgeBaseId),
-        })
-
-        router.push(`/workspace/${workspaceId}/knowledge/${knowledgeBaseId}`)
-      } else {
-        throw new Error(result.error || 'Failed to delete document')
-      }
-    } catch (err) {
-      logger.error('Error deleting document:', err)
-      setIsDeletingDocument(false)
-    }
+    )
   }
 
-  const performBulkChunkOperation = async (
+  const performBulkChunkOperation = (
     operation: 'enable' | 'disable' | 'delete',
     chunks: ChunkData[]
   ) => {
     if (chunks.length === 0) return
 
-    try {
-      setIsBulkOperating(true)
-
-      const response = await fetch(
-        `/api/knowledge/${knowledgeBaseId}/documents/${documentId}/chunks`,
-        {
-          method: 'PATCH',
-          headers: {
-            'Content-Type': 'application/json',
-          },
-          body: JSON.stringify({
-            operation,
-            chunkIds: chunks.map((chunk) => chunk.id),
-          }),
-        }
-      )
-
-      if (!response.ok) {
-        throw new Error(`Failed to ${operation} chunks`)
+    bulkChunkMutation(
+      {
+        knowledgeBaseId,
+        documentId,
+        operation,
+        chunkIds: chunks.map((chunk) => chunk.id),
+      },
+      {
+        onSuccess: (result) => {
+          if (operation === 'delete' || result.errorCount > 0) {
+            refreshChunks()
+          } else {
+            chunks.forEach((chunk) => {
+              updateChunk(chunk.id, { enabled: operation === 'enable' })
+            })
+          }
+          logger.info(`Successfully ${operation}d ${result.successCount} chunks`)
+          setSelectedChunks(new Set())
+        },
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        if (operation === 'delete') {
-          await refreshChunks()
-        } else {
-          result.data.results.forEach((opResult: any) => {
-            if (opResult.operation === operation) {
-              opResult.chunkIds.forEach((chunkId: string) => {
-                updateChunk(chunkId, { enabled: operation === 'enable' })
-              })
-            }
-          })
-        }
-
-        logger.info(`Successfully ${operation}d ${result.data.successCount} chunks`)
-      }
-
-      setSelectedChunks(new Set())
-    } catch (err) {
-      logger.error(`Error ${operation}ing chunks:`, err)
-    } finally {
-      setIsBulkOperating(false)
-    }
+    )
   }
 
-  const handleBulkEnable = async () => {
+  const handleBulkEnable = () => {
     const chunksToEnable = displayChunks.filter(
       (chunk) => selectedChunks.has(chunk.id) && !chunk.enabled
     )
-    await performBulkChunkOperation('enable', chunksToEnable)
+    performBulkChunkOperation('enable', chunksToEnable)
   }
 
-  const handleBulkDisable = async () => {
+  const handleBulkDisable = () => {
     const chunksToDisable = displayChunks.filter(
       (chunk) => selectedChunks.has(chunk.id) && chunk.enabled
     )
-    await performBulkChunkOperation('disable', chunksToDisable)
+    performBulkChunkOperation('disable', chunksToDisable)
   }
 
-  const handleBulkDelete = async () => {
+  const handleBulkDelete = () => {
     const chunksToDelete = displayChunks.filter((chunk) => selectedChunks.has(chunk.id))
-    await performBulkChunkOperation('delete', chunksToDelete)
+    performBulkChunkOperation('delete', chunksToDelete)
   }
 
   const selectedChunksList = displayChunks.filter((chunk) => selectedChunks.has(chunk.id))

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/base.tsx

@@ -2,7 +2,6 @@
 
 import { useCallback, useEffect, useRef, useState } from 'react'
 import { createLogger } from '@sim/logger'
-import { useQueryClient } from '@tanstack/react-query'
 import { format } from 'date-fns'
 import {
   AlertCircle,
@@ -62,7 +61,12 @@ import {
   type TagDefinition,
   useKnowledgeBaseTagDefinitions,
 } from '@/hooks/kb/use-knowledge-base-tag-definitions'
-import { knowledgeKeys } from '@/hooks/queries/knowledge'
+import {
+  useBulkDocumentOperation,
+  useDeleteDocument,
+  useDeleteKnowledgeBase,
+  useUpdateDocument,
+} from '@/hooks/queries/knowledge'
 
 const logger = createLogger('KnowledgeBase')
 
@@ -407,12 +411,17 @@ export function KnowledgeBase({
   id,
   knowledgeBaseName: passedKnowledgeBaseName,
 }: KnowledgeBaseProps) {
-  const queryClient = useQueryClient()
   const params = useParams()
   const workspaceId = params.workspaceId as string
   const { removeKnowledgeBase } = useKnowledgeBasesList(workspaceId, { enabled: false })
   const userPermissions = useUserPermissionsContext()
 
+  const { mutate: updateDocumentMutation } = useUpdateDocument()
+  const { mutate: deleteDocumentMutation } = useDeleteDocument()
+  const { mutate: deleteKnowledgeBaseMutation, isPending: isDeleting } =
+    useDeleteKnowledgeBase(workspaceId)
+  const { mutate: bulkDocumentMutation, isPending: isBulkOperating } = useBulkDocumentOperation()
+
   const [searchQuery, setSearchQuery] = useState('')
   const [showTagsModal, setShowTagsModal] = useState(false)
 
@@ -427,8 +436,6 @@ export function KnowledgeBase({
   const [selectedDocuments, setSelectedDocuments] = useState<Set<string>>(new Set())
   const [showDeleteDialog, setShowDeleteDialog] = useState(false)
   const [showAddDocumentsModal, setShowAddDocumentsModal] = useState(false)
-  const [isDeleting, setIsDeleting] = useState(false)
-  const [isBulkOperating, setIsBulkOperating] = useState(false)
   const [showDeleteDocumentModal, setShowDeleteDocumentModal] = useState(false)
   const [documentToDelete, setDocumentToDelete] = useState<string | null>(null)
   const [showBulkDeleteModal, setShowBulkDeleteModal] = useState(false)
@@ -550,7 +557,7 @@ export function KnowledgeBase({
   /**
    * Checks for documents with stale processing states and marks them as failed
    */
-  const checkForDeadProcesses = async () => {
+  const checkForDeadProcesses = () => {
     const now = new Date()
     const DEAD_PROCESS_THRESHOLD_MS = 600 * 1000 // 10 minutes
 
@@ -567,116 +574,79 @@ export function KnowledgeBase({
 
     logger.warn(`Found ${staleDocuments.length} documents with dead processes`)
 
-    const markFailedPromises = staleDocuments.map(async (doc) => {
-      try {
-        const response = await fetch(`/api/knowledge/${id}/documents/${doc.id}`, {
-          method: 'PUT',
-          headers: {
-            'Content-Type': 'application/json',
+    staleDocuments.forEach((doc) => {
+      updateDocumentMutation(
+        {
+          knowledgeBaseId: id,
+          documentId: doc.id,
+          updates: { markFailedDueToTimeout: true },
+        },
+        {
+          onSuccess: () => {
+            logger.info(`Successfully marked dead process as failed for document: ${doc.filename}`)
           },
-          body: JSON.stringify({
-            markFailedDueToTimeout: true,
-          }),
-        })
-
-        if (!response.ok) {
-          const errorData = await response.json().catch(() => ({ error: 'Unknown error' }))
-          logger.error(`Failed to mark document ${doc.id} as failed: ${errorData.error}`)
-          return
         }
-
-        const result = await response.json()
-        if (result.success) {
-          logger.info(`Successfully marked dead process as failed for document: ${doc.filename}`)
-        }
-      } catch (error) {
-        logger.error(`Error marking document ${doc.id} as failed:`, error)
-      }
+      )
     })
-
-    await Promise.allSettled(markFailedPromises)
   }
 
-  const handleToggleEnabled = async (docId: string) => {
+  const handleToggleEnabled = (docId: string) => {
     const document = documents.find((doc) => doc.id === docId)
     if (!document) return
 
     const newEnabled = !document.enabled
 
+    // Optimistic update
     updateDocument(docId, { enabled: newEnabled })
 
-    try {
-      const response = await fetch(`/api/knowledge/${id}/documents/${docId}`, {
-        method: 'PUT',
-        headers: {
-          'Content-Type': 'application/json',
+    updateDocumentMutation(
+      {
+        knowledgeBaseId: id,
+        documentId: docId,
+        updates: { enabled: newEnabled },
+      },
+      {
+        onError: () => {
+          // Rollback on error
+          updateDocument(docId, { enabled: !newEnabled })
         },
-        body: JSON.stringify({
-          enabled: newEnabled,
-        }),
-      })
-
-      if (!response.ok) {
-        throw new Error('Failed to update document')
       }
-
-      const result = await response.json()
-
-      if (!result.success) {
-        updateDocument(docId, { enabled: !newEnabled })
-      }
-    } catch (err) {
-      updateDocument(docId, { enabled: !newEnabled })
-      logger.error('Error updating document:', err)
-    }
+    )
   }
 
   /**
    * Handles retrying a failed document processing
    */
-  const handleRetryDocument = async (docId: string) => {
-    try {
-      updateDocument(docId, {
-        processingStatus: 'pending',
-        processingError: null,
-        processingStartedAt: null,
-        processingCompletedAt: null,
-      })
+  const handleRetryDocument = (docId: string) => {
+    // Optimistic update
+    updateDocument(docId, {
+      processingStatus: 'pending',
+      processingError: null,
+      processingStartedAt: null,
+      processingCompletedAt: null,
+    })
 
-      const response = await fetch(`/api/knowledge/${id}/documents/${docId}`, {
-        method: 'PUT',
-        headers: {
-          'Content-Type': 'application/json',
+    updateDocumentMutation(
+      {
+        knowledgeBaseId: id,
+        documentId: docId,
+        updates: { retryProcessing: true },
+      },
+      {
+        onSuccess: () => {
+          refreshDocuments()
+          logger.info(`Document retry initiated successfully for: ${docId}`)
+        },
+        onError: (err) => {
+          logger.error('Error retrying document:', err)
+          updateDocument(docId, {
+            processingStatus: 'failed',
+            processingError:
+              err instanceof Error ? err.message : 'Failed to retry document processing',
+          })
         },
-        body: JSON.stringify({
-          retryProcessing: true,
-        }),
-      })
-
-      if (!response.ok) {
-        throw new Error('Failed to retry document processing')
       }
-
-      const result = await response.json()
-
-      if (!result.success) {
-        throw new Error(result.error || 'Failed to retry document processing')
-      }
-
-      await refreshDocuments()
-
-      logger.info(`Document retry initiated successfully for: ${docId}`)
-    } catch (err) {
-      logger.error('Error retrying document:', err)
-      const currentDoc = documents.find((doc) => doc.id === docId)
-      if (currentDoc) {
-        updateDocument(docId, {
-          processingStatus: 'failed',
-          processingError:
-            err instanceof Error ? err.message : 'Failed to retry document processing',
-        })
-      }
-    }
+    )
   }
 
   /**
@@ -694,43 +664,32 @@ export function KnowledgeBase({
     const currentDoc = documents.find((doc) => doc.id === documentId)
     const previousName = currentDoc?.filename
 
+    // Optimistic update
     updateDocument(documentId, { filename: newName })
-    queryClient.setQueryData<DocumentData>(knowledgeKeys.document(id, documentId), (previous) =>
-      previous ? { ...previous, filename: newName } : previous
-    )
 
-    try {
-      const response = await fetch(`/api/knowledge/${id}/documents/${documentId}`, {
-        method: 'PUT',
-        headers: {
-          'Content-Type': 'application/json',
+    return new Promise<void>((resolve, reject) => {
+      updateDocumentMutation(
+        {
+          knowledgeBaseId: id,
+          documentId,
+          updates: { filename: newName },
         },
-        body: JSON.stringify({ filename: newName }),
-      })
-
-      if (!response.ok) {
-        const result = await response.json()
-        throw new Error(result.error || 'Failed to rename document')
-      }
-
-      const result = await response.json()
-
-      if (!result.success) {
-        throw new Error(result.error || 'Failed to rename document')
-      }
-
-      logger.info(`Document renamed: ${documentId}`)
-    } catch (err) {
-      if (previousName !== undefined) {
-        updateDocument(documentId, { filename: previousName })
-        queryClient.setQueryData<DocumentData>(
-          knowledgeKeys.document(id, documentId),
-          (previous) => (previous ? { ...previous, filename: previousName } : previous)
-        )
-      }
-      logger.error('Error renaming document:', err)
-      throw err
-    }
+        {
+          onSuccess: () => {
+            logger.info(`Document renamed: ${documentId}`)
+            resolve()
+          },
+          onError: (err) => {
+            // Rollback on error
+            if (previousName !== undefined) {
+              updateDocument(documentId, { filename: previousName })
+            }
+            logger.error('Error renaming document:', err)
+            reject(err)
+          },
+        }
+      )
+    })
   }
 
   /**
@@ -744,35 +703,26 @@ export function KnowledgeBase({
   /**
    * Confirms and executes the deletion of a single document
    */
-  const confirmDeleteDocument = async () => {
+  const confirmDeleteDocument = () => {
     if (!documentToDelete) return
 
-    try {
-      const response = await fetch(`/api/knowledge/${id}/documents/${documentToDelete}`, {
-        method: 'DELETE',
-      })
-
-      if (!response.ok) {
-        throw new Error('Failed to delete document')
+    deleteDocumentMutation(
+      { knowledgeBaseId: id, documentId: documentToDelete },
+      {
+        onSuccess: () => {
+          refreshDocuments()
+          setSelectedDocuments((prev) => {
+            const newSet = new Set(prev)
+            newSet.delete(documentToDelete)
+            return newSet
+          })
+        },
+        onSettled: () => {
+          setShowDeleteDocumentModal(false)
+          setDocumentToDelete(null)
+        },
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        refreshDocuments()
-
-        setSelectedDocuments((prev) => {
-          const newSet = new Set(prev)
-          newSet.delete(documentToDelete)
-          return newSet
-        })
-      }
-    } catch (err) {
-      logger.error('Error deleting document:', err)
-    } finally {
-      setShowDeleteDocumentModal(false)
-      setDocumentToDelete(null)
-    }
+    )
   }
 
   /**
@@ -818,32 +768,18 @@ export function KnowledgeBase({
   /**
    * Handles deleting the entire knowledge base
    */
-  const handleDeleteKnowledgeBase = async () => {
+  const handleDeleteKnowledgeBase = () => {
     if (!knowledgeBase) return
 
-    try {
-      setIsDeleting(true)
-
-      const response = await fetch(`/api/knowledge/${id}`, {
-        method: 'DELETE',
-      })
-
-      if (!response.ok) {
-        throw new Error('Failed to delete knowledge base')
+    deleteKnowledgeBaseMutation(
+      { knowledgeBaseId: id },
+      {
+        onSuccess: () => {
+          removeKnowledgeBase(id)
+          router.push(`/workspace/${workspaceId}/knowledge`)
+        },
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        removeKnowledgeBase(id)
-        router.push(`/workspace/${workspaceId}/knowledge`)
-      } else {
-        throw new Error(result.error || 'Failed to delete knowledge base')
-      }
-    } catch (err) {
-      logger.error('Error deleting knowledge base:', err)
-      setIsDeleting(false)
-    }
+    )
   }
 
   /**
@@ -856,93 +792,57 @@ export function KnowledgeBase({
   /**
    * Handles bulk enabling of selected documents
    */
-  const handleBulkEnable = async () => {
+  const handleBulkEnable = () => {
     const documentsToEnable = documents.filter(
       (doc) => selectedDocuments.has(doc.id) && !doc.enabled
     )
 
     if (documentsToEnable.length === 0) return
 
-    try {
-      setIsBulkOperating(true)
-
-      const response = await fetch(`/api/knowledge/${id}/documents`, {
-        method: 'PATCH',
-        headers: {
-          'Content-Type': 'application/json',
+    bulkDocumentMutation(
+      {
+        knowledgeBaseId: id,
+        operation: 'enable',
+        documentIds: documentsToEnable.map((doc) => doc.id),
+      },
+      {
+        onSuccess: (result) => {
+          result.updatedDocuments?.forEach((updatedDoc) => {
+            updateDocument(updatedDoc.id, { enabled: updatedDoc.enabled })
+          })
+          logger.info(`Successfully enabled ${result.successCount} documents`)
+          setSelectedDocuments(new Set())
         },
-        body: JSON.stringify({
-          operation: 'enable',
-          documentIds: documentsToEnable.map((doc) => doc.id),
-        }),
-      })
-
-      if (!response.ok) {
-        throw new Error('Failed to enable documents')
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        result.data.updatedDocuments.forEach((updatedDoc: { id: string; enabled: boolean }) => {
-          updateDocument(updatedDoc.id, { enabled: updatedDoc.enabled })
-        })
-
-        logger.info(`Successfully enabled ${result.data.successCount} documents`)
-      }
-
-      setSelectedDocuments(new Set())
-    } catch (err) {
-      logger.error('Error enabling documents:', err)
-    } finally {
-      setIsBulkOperating(false)
-    }
+    )
   }
 
   /**
    * Handles bulk disabling of selected documents
    */
-  const handleBulkDisable = async () => {
+  const handleBulkDisable = () => {
     const documentsToDisable = documents.filter(
       (doc) => selectedDocuments.has(doc.id) && doc.enabled
     )
 
     if (documentsToDisable.length === 0) return
 
-    try {
-      setIsBulkOperating(true)
-
-      const response = await fetch(`/api/knowledge/${id}/documents`, {
-        method: 'PATCH',
-        headers: {
-          'Content-Type': 'application/json',
+    bulkDocumentMutation(
+      {
+        knowledgeBaseId: id,
+        operation: 'disable',
+        documentIds: documentsToDisable.map((doc) => doc.id),
+      },
+      {
+        onSuccess: (result) => {
+          result.updatedDocuments?.forEach((updatedDoc) => {
+            updateDocument(updatedDoc.id, { enabled: updatedDoc.enabled })
+          })
+          logger.info(`Successfully disabled ${result.successCount} documents`)
+          setSelectedDocuments(new Set())
         },
-        body: JSON.stringify({
-          operation: 'disable',
-          documentIds: documentsToDisable.map((doc) => doc.id),
-        }),
-      })
-
-      if (!response.ok) {
-        throw new Error('Failed to disable documents')
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        result.data.updatedDocuments.forEach((updatedDoc: { id: string; enabled: boolean }) => {
-          updateDocument(updatedDoc.id, { enabled: updatedDoc.enabled })
-        })
-
-        logger.info(`Successfully disabled ${result.data.successCount} documents`)
-      }
-
-      setSelectedDocuments(new Set())
-    } catch (err) {
-      logger.error('Error disabling documents:', err)
-    } finally {
-      setIsBulkOperating(false)
-    }
+    )
   }
 
   /**
@@ -956,44 +856,28 @@ export function KnowledgeBase({
   /**
    * Confirms and executes the bulk deletion of selected documents
    */
-  const confirmBulkDelete = async () => {
+  const confirmBulkDelete = () => {
     const documentsToDelete = documents.filter((doc) => selectedDocuments.has(doc.id))
 
     if (documentsToDelete.length === 0) return
 
-    try {
-      setIsBulkOperating(true)
-
-      const response = await fetch(`/api/knowledge/${id}/documents`, {
-        method: 'PATCH',
-        headers: {
-          'Content-Type': 'application/json',
+    bulkDocumentMutation(
+      {
+        knowledgeBaseId: id,
+        operation: 'delete',
+        documentIds: documentsToDelete.map((doc) => doc.id),
+      },
+      {
+        onSuccess: (result) => {
+          logger.info(`Successfully deleted ${result.successCount} documents`)
+          refreshDocuments()
+          setSelectedDocuments(new Set())
+        },
+        onSettled: () => {
+          setShowBulkDeleteModal(false)
         },
-        body: JSON.stringify({
-          operation: 'delete',
-          documentIds: documentsToDelete.map((doc) => doc.id),
-        }),
-      })
-
-      if (!response.ok) {
-        throw new Error('Failed to delete documents')
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        logger.info(`Successfully deleted ${result.data.successCount} documents`)
-      }
-
-      await refreshDocuments()
-
-      setSelectedDocuments(new Set())
-    } catch (err) {
-      logger.error('Error deleting documents:', err)
-    } finally {
-      setIsBulkOperating(false)
-      setShowBulkDeleteModal(false)
-    }
+    )
   }
 
   const selectedDocumentsList = documents.filter((doc) => selectedDocuments.has(doc.id))

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/components/base-tags-modal/base-tags-modal.tsx

@@ -22,10 +22,10 @@ import {
   type TagDefinition,
   useKnowledgeBaseTagDefinitions,
 } from '@/hooks/kb/use-knowledge-base-tag-definitions'
+import { useCreateTagDefinition, useDeleteTagDefinition } from '@/hooks/queries/knowledge'
 
 const logger = createLogger('BaseTagsModal')
 
-/** Field type display labels */
 const FIELD_TYPE_LABELS: Record<string, string> = {
   text: 'Text',
   number: 'Number',
@@ -45,7 +45,6 @@ interface DocumentListProps {
   totalCount: number
 }
 
-/** Displays a list of documents affected by tag operations */
 function DocumentList({ documents, totalCount }: DocumentListProps) {
   const displayLimit = 5
   const hasMore = totalCount > displayLimit
@@ -95,13 +94,14 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
   const { tagDefinitions: kbTagDefinitions, fetchTagDefinitions: refreshTagDefinitions } =
     useKnowledgeBaseTagDefinitions(knowledgeBaseId)
 
+  const createTagMutation = useCreateTagDefinition()
+  const deleteTagMutation = useDeleteTagDefinition()
+
   const [deleteTagDialogOpen, setDeleteTagDialogOpen] = useState(false)
   const [selectedTag, setSelectedTag] = useState<TagDefinition | null>(null)
   const [viewDocumentsDialogOpen, setViewDocumentsDialogOpen] = useState(false)
-  const [isDeletingTag, setIsDeletingTag] = useState(false)
   const [tagUsageData, setTagUsageData] = useState<TagUsageData[]>([])
   const [isCreatingTag, setIsCreatingTag] = useState(false)
-  const [isSavingTag, setIsSavingTag] = useState(false)
   const [createTagForm, setCreateTagForm] = useState({
     displayName: '',
     fieldType: 'text',
@@ -177,13 +177,12 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
   }
 
   const tagNameConflict =
-    isCreatingTag && !isSavingTag && hasTagNameConflict(createTagForm.displayName)
+    isCreatingTag && !createTagMutation.isPending && hasTagNameConflict(createTagForm.displayName)
 
   const canSaveTag = () => {
     return createTagForm.displayName.trim() && !hasTagNameConflict(createTagForm.displayName)
   }
 
-  /** Get slot usage counts per field type */
   const getSlotUsageByFieldType = (fieldType: string): { used: number; max: number } => {
     const config = TAG_SLOT_CONFIG[fieldType as keyof typeof TAG_SLOT_CONFIG]
     if (!config) return { used: 0, max: 0 }
@@ -191,13 +190,11 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
     return { used, max: config.maxSlots }
   }
 
-  /** Check if a field type has available slots */
   const hasAvailableSlots = (fieldType: string): boolean => {
     const { used, max } = getSlotUsageByFieldType(fieldType)
     return used < max
   }
 
-  /** Field type options for Combobox */
   const fieldTypeOptions: ComboboxOption[] = useMemo(() => {
     return SUPPORTED_FIELD_TYPES.filter((type) => hasAvailableSlots(type)).map((type) => {
       const { used, max } = getSlotUsageByFieldType(type)
@@ -211,43 +208,17 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
   const saveTagDefinition = async () => {
     if (!canSaveTag()) return
 
-    setIsSavingTag(true)
     try {
-      // Check if selected field type has available slots
       if (!hasAvailableSlots(createTagForm.fieldType)) {
         throw new Error(`No available slots for ${createTagForm.fieldType} type`)
       }
 
-      // Get the next available slot from the API
-      const slotResponse = await fetch(
-        `/api/knowledge/${knowledgeBaseId}/next-available-slot?fieldType=${createTagForm.fieldType}`
-      )
-      if (!slotResponse.ok) {
-        throw new Error('Failed to get available slot')
-      }
-      const slotResult = await slotResponse.json()
-      if (!slotResult.success || !slotResult.data?.nextAvailableSlot) {
-        throw new Error('No available tag slots for this field type')
-      }
-
-      const newTagDefinition = {
-        tagSlot: slotResult.data.nextAvailableSlot,
+      await createTagMutation.mutateAsync({
+        knowledgeBaseId,
         displayName: createTagForm.displayName.trim(),
         fieldType: createTagForm.fieldType,
-      }
-
-      const response = await fetch(`/api/knowledge/${knowledgeBaseId}/tag-definitions`, {
-        method: 'POST',
-        headers: {
-          'Content-Type': 'application/json',
-        },
-        body: JSON.stringify(newTagDefinition),
       })
 
-      if (!response.ok) {
-        throw new Error('Failed to create tag definition')
-      }
-
       await Promise.all([refreshTagDefinitions(), fetchTagUsage()])
 
       setCreateTagForm({
@@ -257,27 +228,17 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
       setIsCreatingTag(false)
     } catch (error) {
       logger.error('Error creating tag definition:', error)
-    } finally {
-      setIsSavingTag(false)
     }
   }
 
   const confirmDeleteTag = async () => {
     if (!selectedTag) return
 
-    setIsDeletingTag(true)
     try {
-      const response = await fetch(
-        `/api/knowledge/${knowledgeBaseId}/tag-definitions/${selectedTag.id}`,
-        {
-          method: 'DELETE',
-        }
-      )
-
-      if (!response.ok) {
-        const errorText = await response.text()
-        throw new Error(`Failed to delete tag definition: ${response.status} ${errorText}`)
-      }
+      await deleteTagMutation.mutateAsync({
+        knowledgeBaseId,
+        tagDefinitionId: selectedTag.id,
+      })
 
       await Promise.all([refreshTagDefinitions(), fetchTagUsage()])
 
@@ -285,8 +246,6 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
       setSelectedTag(null)
     } catch (error) {
       logger.error('Error deleting tag definition:', error)
-    } finally {
-      setIsDeletingTag(false)
     }
   }
 
@@ -433,11 +392,11 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
                         className='flex-1'
                         disabled={
                           !canSaveTag() ||
-                          isSavingTag ||
+                          createTagMutation.isPending ||
                           !hasAvailableSlots(createTagForm.fieldType)
                         }
                       >
-                        {isSavingTag ? 'Creating...' : 'Create Tag'}
+                        {createTagMutation.isPending ? 'Creating...' : 'Create Tag'}
                       </Button>
                     </div>
                   </div>
@@ -481,13 +440,17 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
           <ModalFooter>
             <Button
               variant='default'
-              disabled={isDeletingTag}
+              disabled={deleteTagMutation.isPending}
               onClick={() => setDeleteTagDialogOpen(false)}
             >
               Cancel
             </Button>
-            <Button variant='destructive' onClick={confirmDeleteTag} disabled={isDeletingTag}>
-              {isDeletingTag ? <>Deleting...</> : 'Delete Tag'}
+            <Button
+              variant='destructive'
+              onClick={confirmDeleteTag}
+              disabled={deleteTagMutation.isPending}
+            >
+              {deleteTagMutation.isPending ? 'Deleting...' : 'Delete Tag'}
             </Button>
           </ModalFooter>
         </ModalContent>
@@ -499,7 +462,7 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
           <ModalHeader>Documents using "{selectedTag?.displayName}"</ModalHeader>
           <ModalBody>
             <div className='space-y-[8px]'>
-              <p className='text-[12px] text-[var(--text-tertiary)]'>
+              <p className='text-[12px] text-[var(--text-secondary)]'>
                 {selectedTagUsage?.documentCount || 0} document
                 {selectedTagUsage?.documentCount !== 1 ? 's are' : ' is'} currently using this tag
                 definition.
@@ -507,7 +470,7 @@ export function BaseTagsModal({ open, onOpenChange, knowledgeBaseId }: BaseTagsM
 
               {selectedTagUsage?.documentCount === 0 ? (
                 <div className='rounded-[6px] border p-[16px] text-center'>
-                  <p className='text-[12px] text-[var(--text-tertiary)]'>
+                  <p className='text-[12px] text-[var(--text-secondary)]'>
                     This tag definition is not being used by any documents. You can safely delete it
                     to free up the tag slot.
                   </p>

apps/sim/app/workspace/[workspaceId]/knowledge/components/create-base-modal/create-base-modal.tsx

@@ -3,7 +3,6 @@
 import { useEffect, useRef, useState } from 'react'
 import { zodResolver } from '@hookform/resolvers/zod'
 import { createLogger } from '@sim/logger'
-import { useQueryClient } from '@tanstack/react-query'
 import { Loader2, RotateCcw, X } from 'lucide-react'
 import { useParams } from 'next/navigation'
 import { useForm } from 'react-hook-form'
@@ -23,7 +22,7 @@ import { cn } from '@/lib/core/utils/cn'
 import { formatFileSize, validateKnowledgeBaseFile } from '@/lib/uploads/utils/file-utils'
 import { ACCEPT_ATTRIBUTE } from '@/lib/uploads/utils/validation'
 import { useKnowledgeUpload } from '@/app/workspace/[workspaceId]/knowledge/hooks/use-knowledge-upload'
-import { knowledgeKeys } from '@/hooks/queries/knowledge'
+import { useCreateKnowledgeBase, useDeleteKnowledgeBase } from '@/hooks/queries/knowledge'
 
 const logger = createLogger('CreateBaseModal')
 
@@ -82,10 +81,11 @@ interface SubmitStatus {
 export function CreateBaseModal({ open, onOpenChange }: CreateBaseModalProps) {
   const params = useParams()
   const workspaceId = params.workspaceId as string
-  const queryClient = useQueryClient()
+
+  const createKnowledgeBaseMutation = useCreateKnowledgeBase(workspaceId)
+  const deleteKnowledgeBaseMutation = useDeleteKnowledgeBase(workspaceId)
 
   const fileInputRef = useRef<HTMLInputElement>(null)
-  const [isSubmitting, setIsSubmitting] = useState(false)
   const [submitStatus, setSubmitStatus] = useState<SubmitStatus | null>(null)
   const [files, setFiles] = useState<FileWithPreview[]>([])
   const [fileError, setFileError] = useState<string | null>(null)
@@ -245,12 +245,14 @@ export function CreateBaseModal({ open, onOpenChange }: CreateBaseModalProps) {
     })
   }
 
+  const isSubmitting =
+    createKnowledgeBaseMutation.isPending || deleteKnowledgeBaseMutation.isPending || isUploading
+
   const onSubmit = async (data: FormValues) => {
-    setIsSubmitting(true)
     setSubmitStatus(null)
 
     try {
-      const knowledgeBasePayload = {
+      const newKnowledgeBase = await createKnowledgeBaseMutation.mutateAsync({
         name: data.name,
         description: data.description || undefined,
         workspaceId: workspaceId,
@@ -259,29 +261,8 @@ export function CreateBaseModal({ open, onOpenChange }: CreateBaseModalProps) {
           minSize: data.minChunkSize,
           overlap: data.overlapSize,
         },
-      }
-
-      const response = await fetch('/api/knowledge', {
-        method: 'POST',
-        headers: {
-          'Content-Type': 'application/json',
-        },
-        body: JSON.stringify(knowledgeBasePayload),
       })
 
-      if (!response.ok) {
-        const errorData = await response.json()
-        throw new Error(errorData.error || 'Failed to create knowledge base')
-      }
-
-      const result = await response.json()
-
-      if (!result.success) {
-        throw new Error(result.error || 'Failed to create knowledge base')
-      }
-
-      const newKnowledgeBase = result.data
-
       if (files.length > 0) {
         try {
           const uploadedFiles = await uploadFiles(files, newKnowledgeBase.id, {
@@ -293,15 +274,11 @@ export function CreateBaseModal({ open, onOpenChange }: CreateBaseModalProps) {
 
           logger.info(`Successfully uploaded ${uploadedFiles.length} files`)
           logger.info(`Started processing ${uploadedFiles.length} documents in the background`)
-
-          await queryClient.invalidateQueries({
-            queryKey: knowledgeKeys.list(workspaceId),
-          })
         } catch (uploadError) {
           logger.error('File upload failed, deleting knowledge base:', uploadError)
           try {
-            await fetch(`/api/knowledge/${newKnowledgeBase.id}`, {
-              method: 'DELETE',
+            await deleteKnowledgeBaseMutation.mutateAsync({
+              knowledgeBaseId: newKnowledgeBase.id,
             })
             logger.info(`Deleted orphaned knowledge base: ${newKnowledgeBase.id}`)
           } catch (deleteError) {
@@ -309,10 +286,6 @@ export function CreateBaseModal({ open, onOpenChange }: CreateBaseModalProps) {
           }
           throw uploadError
         }
-      } else {
-        await queryClient.invalidateQueries({
-          queryKey: knowledgeKeys.list(workspaceId),
-        })
       }
 
       files.forEach((file) => URL.revokeObjectURL(file.preview))
@@ -325,8 +298,6 @@ export function CreateBaseModal({ open, onOpenChange }: CreateBaseModalProps) {
         type: 'error',
         message: error instanceof Error ? error.message : 'An unknown error occurred',
       })
-    } finally {
-      setIsSubmitting(false)
     }
   }
 

apps/sim/app/workspace/[workspaceId]/knowledge/components/knowledge-header/knowledge-header.tsx

@@ -2,7 +2,6 @@
 
 import { useEffect, useState } from 'react'
 import { createLogger } from '@sim/logger'
-import { useQueryClient } from '@tanstack/react-query'
 import { AlertTriangle, ChevronDown, LibraryBig, MoreHorizontal } from 'lucide-react'
 import Link from 'next/link'
 import {
@@ -15,7 +14,7 @@ import {
 } from '@/components/emcn'
 import { Trash } from '@/components/emcn/icons/trash'
 import { filterButtonClass } from '@/app/workspace/[workspaceId]/knowledge/components/constants'
-import { knowledgeKeys } from '@/hooks/queries/knowledge'
+import { useUpdateKnowledgeBase } from '@/hooks/queries/knowledge'
 
 const logger = createLogger('KnowledgeHeader')
 
@@ -54,14 +53,13 @@ interface Workspace {
 }
 
 export function KnowledgeHeader({ breadcrumbs, options }: KnowledgeHeaderProps) {
-  const queryClient = useQueryClient()
   const [isActionsPopoverOpen, setIsActionsPopoverOpen] = useState(false)
   const [isWorkspacePopoverOpen, setIsWorkspacePopoverOpen] = useState(false)
   const [workspaces, setWorkspaces] = useState<Workspace[]>([])
   const [isLoadingWorkspaces, setIsLoadingWorkspaces] = useState(false)
-  const [isUpdatingWorkspace, setIsUpdatingWorkspace] = useState(false)
 
-  // Fetch available workspaces
+  const updateKnowledgeBase = useUpdateKnowledgeBase()
+
   useEffect(() => {
     if (!options?.knowledgeBaseId) return
 
@@ -76,7 +74,6 @@ export function KnowledgeHeader({ breadcrumbs, options }: KnowledgeHeaderProps)
 
         const data = await response.json()
 
-        // Filter workspaces where user has write/admin permissions
         const availableWorkspaces = data.workspaces
           .filter((ws: any) => ws.permissions === 'write' || ws.permissions === 'admin')
           .map((ws: any) => ({
@@ -97,47 +94,27 @@ export function KnowledgeHeader({ breadcrumbs, options }: KnowledgeHeaderProps)
   }, [options?.knowledgeBaseId])
 
   const handleWorkspaceChange = async (workspaceId: string | null) => {
-    if (isUpdatingWorkspace || !options?.knowledgeBaseId) return
+    if (updateKnowledgeBase.isPending || !options?.knowledgeBaseId) return
 
-    try {
-      setIsUpdatingWorkspace(true)
-      setIsWorkspacePopoverOpen(false)
+    setIsWorkspacePopoverOpen(false)
 
-      const response = await fetch(`/api/knowledge/${options.knowledgeBaseId}`, {
-        method: 'PUT',
-        headers: {
-          'Content-Type': 'application/json',
+    updateKnowledgeBase.mutate(
+      {
+        knowledgeBaseId: options.knowledgeBaseId,
+        updates: { workspaceId },
+      },
+      {
+        onSuccess: () => {
+          logger.info(
+            `Knowledge base workspace updated: ${options.knowledgeBaseId} -> ${workspaceId}`
+          )
+          options.onWorkspaceChange?.(workspaceId)
+        },
+        onError: (err) => {
+          logger.error('Error updating workspace:', err)
         },
-        body: JSON.stringify({
-          workspaceId,
-        }),
-      })
-
-      if (!response.ok) {
-        const result = await response.json()
-        throw new Error(result.error || 'Failed to update workspace')
       }
-
-      const result = await response.json()
-
-      if (result.success) {
-        logger.info(
-          `Knowledge base workspace updated: ${options.knowledgeBaseId} -> ${workspaceId}`
-        )
-
-        await queryClient.invalidateQueries({
-          queryKey: knowledgeKeys.detail(options.knowledgeBaseId),
-        })
-
-        await options.onWorkspaceChange?.(workspaceId)
-      } else {
-        throw new Error(result.error || 'Failed to update workspace')
-      }
-    } catch (err) {
-      logger.error('Error updating workspace:', err)
-    } finally {
-      setIsUpdatingWorkspace(false)
-    }
+    )
   }
 
   const currentWorkspace = workspaces.find((ws) => ws.id === options?.currentWorkspaceId)
@@ -147,7 +124,6 @@ export function KnowledgeHeader({ breadcrumbs, options }: KnowledgeHeaderProps)
     <div className={HEADER_STYLES.container}>
       <div className={HEADER_STYLES.breadcrumbs}>
         {breadcrumbs.map((breadcrumb, index) => {
-          // Use unique identifier when available, fallback to content-based key
           const key = breadcrumb.id || `${breadcrumb.label}-${breadcrumb.href || index}`
 
           return (
@@ -189,13 +165,13 @@ export function KnowledgeHeader({ breadcrumbs, options }: KnowledgeHeaderProps)
                 <PopoverTrigger asChild>
                   <Button
                     variant='outline'
-                    disabled={isLoadingWorkspaces || isUpdatingWorkspace}
+                    disabled={isLoadingWorkspaces || updateKnowledgeBase.isPending}
                     className={filterButtonClass}
                   >
                     <span className='truncate'>
                       {isLoadingWorkspaces
                         ? 'Loading...'
-                        : isUpdatingWorkspace
+                        : updateKnowledgeBase.isPending
                           ? 'Updating...'
                           : currentWorkspace?.name || 'No workspace'}
                     </span>

apps/sim/app/workspace/[workspaceId]/knowledge/knowledge.tsx

@@ -32,6 +32,7 @@ import {
 import { useUserPermissionsContext } from '@/app/workspace/[workspaceId]/providers/workspace-permissions-provider'
 import { useContextMenu } from '@/app/workspace/[workspaceId]/w/components/sidebar/hooks'
 import { useKnowledgeBasesList } from '@/hooks/kb/use-knowledge'
+import { useDeleteKnowledgeBase, useUpdateKnowledgeBase } from '@/hooks/queries/knowledge'
 import { useDebounce } from '@/hooks/use-debounce'
 
 const logger = createLogger('Knowledge')
@@ -51,10 +52,12 @@ export function Knowledge() {
   const params = useParams()
   const workspaceId = params.workspaceId as string
 
-  const { knowledgeBases, isLoading, error, removeKnowledgeBase, updateKnowledgeBase } =
-    useKnowledgeBasesList(workspaceId)
+  const { knowledgeBases, isLoading, error } = useKnowledgeBasesList(workspaceId)
   const userPermissions = useUserPermissionsContext()
 
+  const { mutateAsync: updateKnowledgeBaseMutation } = useUpdateKnowledgeBase(workspaceId)
+  const { mutateAsync: deleteKnowledgeBaseMutation } = useDeleteKnowledgeBase(workspaceId)
+
   const [searchQuery, setSearchQuery] = useState('')
   const debouncedSearchQuery = useDebounce(searchQuery, 300)
   const [isCreateModalOpen, setIsCreateModalOpen] = useState(false)
@@ -112,29 +115,13 @@ export function Knowledge() {
    */
   const handleUpdateKnowledgeBase = useCallback(
     async (id: string, name: string, description: string) => {
-      const response = await fetch(`/api/knowledge/${id}`, {
-        method: 'PUT',
-        headers: {
-          'Content-Type': 'application/json',
-        },
-        body: JSON.stringify({ name, description }),
+      await updateKnowledgeBaseMutation({
+        knowledgeBaseId: id,
+        updates: { name, description },
       })
-
-      if (!response.ok) {
-        const result = await response.json()
-        throw new Error(result.error || 'Failed to update knowledge base')
-      }
-
-      const result = await response.json()
-
-      if (result.success) {
-        logger.info(`Knowledge base updated: ${id}`)
-        updateKnowledgeBase(id, { name, description })
-      } else {
-        throw new Error(result.error || 'Failed to update knowledge base')
-      }
+      logger.info(`Knowledge base updated: ${id}`)
     },
-    [updateKnowledgeBase]
+    [updateKnowledgeBaseMutation]
   )
 
   /**
@@ -142,25 +129,10 @@ export function Knowledge() {
    */
   const handleDeleteKnowledgeBase = useCallback(
     async (id: string) => {
-      const response = await fetch(`/api/knowledge/${id}`, {
-        method: 'DELETE',
-      })
-
-      if (!response.ok) {
-        const result = await response.json()
-        throw new Error(result.error || 'Failed to delete knowledge base')
-      }
-
-      const result = await response.json()
-
-      if (result.success) {
-        logger.info(`Knowledge base deleted: ${id}`)
-        removeKnowledgeBase(id)
-      } else {
-        throw new Error(result.error || 'Failed to delete knowledge base')
-      }
+      await deleteKnowledgeBaseMutation({ knowledgeBaseId: id })
+      logger.info(`Knowledge base deleted: ${id}`)
     },
-    [removeKnowledgeBase]
+    [deleteKnowledgeBaseMutation]
   )
 
   /**

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/chat-history-skeleton/chat-history-skeleton.tsx

@@ -0,0 +1,22 @@
+import { PopoverSection } from '@/components/emcn'
+
+/**
+ * Skeleton loading component for chat history dropdown
+ * Displays placeholder content while chats are being loaded
+ */
+export function ChatHistorySkeleton() {
+  return (
+    <>
+      <PopoverSection>
+        <div className='h-3 w-12 animate-pulse rounded bg-muted/40' />
+      </PopoverSection>
+      <div className='flex flex-col gap-0.5'>
+        {[1, 2, 3].map((i) => (
+          <div key={i} className='flex h-[25px] items-center px-[6px]'>
+            <div className='h-3 w-full animate-pulse rounded bg-muted/40' />
+          </div>
+        ))}
+      </div>
+    </>
+  )
+}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/chat-history-skeleton/index.ts

@@ -0,0 +1 @@
+export * from './chat-history-skeleton'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/checkpoint-confirmation/checkpoint-confirmation.tsx

@@ -0,0 +1,79 @@
+import { Button } from '@/components/emcn'
+
+type CheckpointConfirmationVariant = 'restore' | 'discard'
+
+interface CheckpointConfirmationProps {
+  /** Confirmation variant - 'restore' for reverting, 'discard' for edit with checkpoint options */
+  variant: CheckpointConfirmationVariant
+  /** Whether an action is currently processing */
+  isProcessing: boolean
+  /** Callback when cancel is clicked */
+  onCancel: () => void
+  /** Callback when revert is clicked */
+  onRevert: () => void
+  /** Callback when continue is clicked (only for 'discard' variant) */
+  onContinue?: () => void
+}
+
+/**
+ * Inline confirmation for checkpoint operations
+ * Supports two variants:
+ * - 'restore': Simple revert confirmation with warning
+ * - 'discard': Edit with checkpoint options (revert or continue without revert)
+ */
+export function CheckpointConfirmation({
+  variant,
+  isProcessing,
+  onCancel,
+  onRevert,
+  onContinue,
+}: CheckpointConfirmationProps) {
+  const isRestoreVariant = variant === 'restore'
+
+  return (
+    <div className='mt-[8px] rounded-[4px] border border-[var(--border)] bg-[var(--surface-4)] p-[10px]'>
+      <p className='mb-[8px] text-[12px] text-[var(--text-primary)]'>
+        {isRestoreVariant ? (
+          <>
+            Revert to checkpoint? This will restore your workflow to the state saved at this
+            checkpoint.{' '}
+            <span className='text-[var(--text-error)]'>This action cannot be undone.</span>
+          </>
+        ) : (
+          'Continue from a previous message?'
+        )}
+      </p>
+      <div className='flex gap-[8px]'>
+        <Button
+          onClick={onCancel}
+          variant='active'
+          size='sm'
+          className='flex-1'
+          disabled={isProcessing}
+        >
+          Cancel
+        </Button>
+        <Button
+          onClick={onRevert}
+          variant='destructive'
+          size='sm'
+          className='flex-1'
+          disabled={isProcessing}
+        >
+          {isProcessing ? 'Reverting...' : 'Revert'}
+        </Button>
+        {!isRestoreVariant && onContinue && (
+          <Button
+            onClick={onContinue}
+            variant='tertiary'
+            size='sm'
+            className='flex-1'
+            disabled={isProcessing}
+          >
+            Continue
+          </Button>
+        )}
+      </div>
+    </div>
+  )
+}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/checkpoint-confirmation/index.ts

@@ -0,0 +1 @@
+export * from './checkpoint-confirmation'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/file-display/index.ts

@@ -0,0 +1 @@
+export * from './file-display'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/index.ts

@@ -1,5 +1,6 @@
+export * from './checkpoint-confirmation'
 export * from './file-display'
-export { default as CopilotMarkdownRenderer } from './markdown-renderer'
+export { CopilotMarkdownRenderer } from './markdown-renderer'
 export * from './smooth-streaming'
 export * from './thinking-block'
 export * from './usage-limit-actions'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/markdown-renderer/index.ts

@@ -0,0 +1 @@
+export { default as CopilotMarkdownRenderer } from './markdown-renderer'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/smooth-streaming/index.ts

@@ -0,0 +1 @@
+export * from './smooth-streaming'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/smooth-streaming/smooth-streaming.tsx

@@ -1,27 +1,17 @@
 import { memo, useEffect, useRef, useState } from 'react'
 import { cn } from '@/lib/core/utils/cn'
-import CopilotMarkdownRenderer from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/markdown-renderer'
+import { CopilotMarkdownRenderer } from '../markdown-renderer'
 
-/**
- * Character animation delay in milliseconds
- */
+/** Character animation delay in milliseconds */
 const CHARACTER_DELAY = 3
 
-/**
- * Props for the StreamingIndicator component
- */
+/** Props for the StreamingIndicator component */
 interface StreamingIndicatorProps {
   /** Optional class name for layout adjustments */
   className?: string
 }
 
-/**
- * StreamingIndicator shows animated dots during message streaming
- * Used as a standalone indicator when no content has arrived yet
- *
- * @param props - Component props
- * @returns Animated loading indicator
- */
+/** Shows animated dots during message streaming when no content has arrived */
 export const StreamingIndicator = memo(({ className }: StreamingIndicatorProps) => (
   <div className={cn('flex h-[1.25rem] items-center text-muted-foreground', className)}>
     <div className='flex space-x-0.5'>
@@ -34,9 +24,7 @@ export const StreamingIndicator = memo(({ className }: StreamingIndicatorProps)
 
 StreamingIndicator.displayName = 'StreamingIndicator'
 
-/**
- * Props for the SmoothStreamingText component
- */
+/** Props for the SmoothStreamingText component */
 interface SmoothStreamingTextProps {
   /** Content to display with streaming animation */
   content: string
@@ -44,20 +32,12 @@ interface SmoothStreamingTextProps {
   isStreaming: boolean
 }
 
-/**
- * SmoothStreamingText component displays text with character-by-character animation
- * Creates a smooth streaming effect for AI responses
- *
- * @param props - Component props
- * @returns Streaming text with smooth animation
- */
+/** Displays text with character-by-character animation for smooth streaming */
 export const SmoothStreamingText = memo(
   ({ content, isStreaming }: SmoothStreamingTextProps) => {
-    // Initialize with full content when not streaming to avoid flash on page load
     const [displayedContent, setDisplayedContent] = useState(() => (isStreaming ? '' : content))
     const contentRef = useRef(content)
     const timeoutRef = useRef<NodeJS.Timeout | null>(null)
-    // Initialize index based on streaming state
     const indexRef = useRef(isStreaming ? 0 : content.length)
     const isAnimatingRef = useRef(false)
 
@@ -95,7 +75,6 @@ export const SmoothStreamingText = memo(
           }
         }
       } else {
-        // Streaming ended - show full content immediately
         if (timeoutRef.current) {
           clearTimeout(timeoutRef.current)
         }
@@ -119,7 +98,6 @@ export const SmoothStreamingText = memo(
     )
   },
   (prevProps, nextProps) => {
-    // Prevent re-renders during streaming unless content actually changed
     return (
       prevProps.content === nextProps.content && prevProps.isStreaming === nextProps.isStreaming
     )

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/thinking-block/index.ts

@@ -0,0 +1 @@
+export * from './thinking-block'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/thinking-block/thinking-block.tsx

@@ -3,66 +3,45 @@
 import { memo, useEffect, useMemo, useRef, useState } from 'react'
 import clsx from 'clsx'
 import { ChevronUp } from 'lucide-react'
-import CopilotMarkdownRenderer from './markdown-renderer'
+import { CopilotMarkdownRenderer } from '../markdown-renderer'
 
-/**
- * Removes thinking tags (raw or escaped) from streamed content.
- */
+/** Removes thinking tags (raw or escaped) and special tags from streamed content */
 function stripThinkingTags(text: string): string {
   return text
     .replace(/<\/?thinking[^>]*>/gi, '')
     .replace(/&lt;\/?thinking[^&]*&gt;/gi, '')
+    .replace(/<options>[\s\S]*?<\/options>/gi, '')
+    .replace(/<options>[\s\S]*$/gi, '')
+    .replace(/<plan>[\s\S]*?<\/plan>/gi, '')
+    .replace(/<plan>[\s\S]*$/gi, '')
     .trim()
 }
 
-/**
- * Max height for thinking content before internal scrolling kicks in
- */
-const THINKING_MAX_HEIGHT = 150
-
-/**
- * Height threshold before gradient fade kicks in
- */
-const GRADIENT_THRESHOLD = 100
-
-/**
- * Interval for auto-scroll during streaming (ms)
- */
+/** Interval for auto-scroll during streaming (ms) */
 const SCROLL_INTERVAL = 50
 
-/**
- * Timer update interval in milliseconds
- */
+/** Timer update interval in milliseconds */
 const TIMER_UPDATE_INTERVAL = 100
 
-/**
- * Thinking text streaming - much faster than main text
- * Essentially instant with minimal delay
- */
+/** Thinking text streaming delay - faster than main text */
 const THINKING_DELAY = 0.5
 const THINKING_CHARS_PER_FRAME = 3
 
-/**
- * Props for the SmoothThinkingText component
- */
+/** Props for the SmoothThinkingText component */
 interface SmoothThinkingTextProps {
   content: string
   isStreaming: boolean
 }
 
 /**
- * SmoothThinkingText renders thinking content with fast streaming animation
- * Uses gradient fade at top when content is tall enough
+ * Renders thinking content with fast streaming animation.
  */
 const SmoothThinkingText = memo(
   ({ content, isStreaming }: SmoothThinkingTextProps) => {
-    // Initialize with full content when not streaming to avoid flash on page load
     const [displayedContent, setDisplayedContent] = useState(() => (isStreaming ? '' : content))
-    const [showGradient, setShowGradient] = useState(false)
     const contentRef = useRef(content)
     const textRef = useRef<HTMLDivElement>(null)
     const rafRef = useRef<number | null>(null)
-    // Initialize index based on streaming state
     const indexRef = useRef(isStreaming ? 0 : content.length)
     const lastFrameTimeRef = useRef<number>(0)
     const isAnimatingRef = useRef(false)
@@ -88,7 +67,6 @@ const SmoothThinkingText = memo(
 
             if (elapsed >= THINKING_DELAY) {
               if (currentIndex < currentContent.length) {
-                // Reveal multiple characters per frame for faster streaming
                 const newIndex = Math.min(
                   currentIndex + THINKING_CHARS_PER_FRAME,
                   currentContent.length
@@ -110,7 +88,6 @@ const SmoothThinkingText = memo(
           rafRef.current = requestAnimationFrame(animateText)
         }
       } else {
-        // Streaming ended - show full content immediately
         if (rafRef.current) {
           cancelAnimationFrame(rafRef.current)
         }
@@ -127,30 +104,10 @@ const SmoothThinkingText = memo(
       }
     }, [content, isStreaming])
 
-    // Check if content height exceeds threshold for gradient
-    useEffect(() => {
-      if (textRef.current && isStreaming) {
-        const height = textRef.current.scrollHeight
-        setShowGradient(height > GRADIENT_THRESHOLD)
-      } else {
-        setShowGradient(false)
-      }
-    }, [displayedContent, isStreaming])
-
-    // Apply vertical gradient fade at the top only when content is tall enough
-    const gradientStyle =
-      isStreaming && showGradient
-        ? {
-            maskImage: 'linear-gradient(to bottom, transparent 0%, black 30%, black 100%)',
-            WebkitMaskImage: 'linear-gradient(to bottom, transparent 0%, black 30%, black 100%)',
-          }
-        : undefined
-
     return (
       <div
         ref={textRef}
         className='[&_*]:!text-[var(--text-muted)] [&_*]:!text-[12px] [&_*]:!leading-[1.4] [&_p]:!m-0 [&_p]:!mb-1 [&_h1]:!text-[12px] [&_h1]:!font-semibold [&_h1]:!m-0 [&_h1]:!mb-1 [&_h2]:!text-[12px] [&_h2]:!font-semibold [&_h2]:!m-0 [&_h2]:!mb-1 [&_h3]:!text-[12px] [&_h3]:!font-semibold [&_h3]:!m-0 [&_h3]:!mb-1 [&_code]:!text-[11px] [&_ul]:!pl-5 [&_ul]:!my-1 [&_ol]:!pl-6 [&_ol]:!my-1 [&_li]:!my-0.5 [&_li]:!py-0 font-season text-[12px] text-[var(--text-muted)]'
-        style={gradientStyle}
       >
         <CopilotMarkdownRenderer content={displayedContent} />
       </div>
@@ -165,9 +122,7 @@ const SmoothThinkingText = memo(
 
 SmoothThinkingText.displayName = 'SmoothThinkingText'
 
-/**
- * Props for the ThinkingBlock component
- */
+/** Props for the ThinkingBlock component */
 interface ThinkingBlockProps {
   /** Content of the thinking block */
   content: string
@@ -182,13 +137,8 @@ interface ThinkingBlockProps {
 }
 
 /**
- * ThinkingBlock component displays AI reasoning/thinking process
- * Shows collapsible content with duration timer
- * Auto-expands during streaming and collapses when complete
- * Auto-collapses when a tool call or other content comes in after it
- *
- * @param props - Component props
- * @returns Thinking block with expandable content and timer
+ * Displays AI reasoning/thinking process with collapsible content and duration timer.
+ * Auto-expands during streaming and collapses when complete.
  */
 export function ThinkingBlock({
   content,
@@ -197,7 +147,6 @@ export function ThinkingBlock({
   label = 'Thought',
   hasSpecialTags = false,
 }: ThinkingBlockProps) {
-  // Strip thinking tags from content on render to handle persisted messages
   const cleanContent = useMemo(() => stripThinkingTags(content || ''), [content])
 
   const [isExpanded, setIsExpanded] = useState(false)
@@ -209,12 +158,8 @@ export function ThinkingBlock({
   const lastScrollTopRef = useRef(0)
   const programmaticScrollRef = useRef(false)
 
-  /**
-   * Auto-expands block when streaming with content
-   * Auto-collapses when streaming ends OR when following content arrives
-   */
+  /** Auto-expands during streaming, auto-collapses when streaming ends or following content arrives */
   useEffect(() => {
-    // Collapse if streaming ended, there's following content, or special tags arrived
     if (!isStreaming || hasFollowingContent || hasSpecialTags) {
       setIsExpanded(false)
       userCollapsedRef.current = false
@@ -227,7 +172,6 @@ export function ThinkingBlock({
     }
   }, [isStreaming, cleanContent, hasFollowingContent, hasSpecialTags])
 
-  // Reset start time when streaming begins
   useEffect(() => {
     if (isStreaming && !hasFollowingContent) {
       startTimeRef.current = Date.now()
@@ -236,9 +180,7 @@ export function ThinkingBlock({
     }
   }, [isStreaming, hasFollowingContent])
 
-  // Update duration timer during streaming (stop when following content arrives)
   useEffect(() => {
-    // Stop timer if not streaming or if there's following content (thinking is done)
     if (!isStreaming || hasFollowingContent) return
 
     const interval = setInterval(() => {
@@ -248,7 +190,6 @@ export function ThinkingBlock({
     return () => clearInterval(interval)
   }, [isStreaming, hasFollowingContent])
 
-  // Handle scroll events to detect user scrolling away
   useEffect(() => {
     const container = scrollContainerRef.current
     if (!container || !isExpanded) return
@@ -267,7 +208,6 @@ export function ThinkingBlock({
         setUserHasScrolledAway(true)
       }
 
-      // Re-stick if user scrolls back to bottom with intent
       if (userHasScrolledAway && isNearBottom && delta > 10) {
         setUserHasScrolledAway(false)
       }
@@ -281,7 +221,6 @@ export function ThinkingBlock({
     return () => container.removeEventListener('scroll', handleScroll)
   }, [isExpanded, userHasScrolledAway])
 
-  // Smart auto-scroll: always scroll to bottom while streaming unless user scrolled away
   useEffect(() => {
     if (!isStreaming || !isExpanded || userHasScrolledAway) return
 
@@ -302,20 +241,16 @@ export function ThinkingBlock({
     return () => window.clearInterval(intervalId)
   }, [isStreaming, isExpanded, userHasScrolledAway])
 
-  /**
-   * Formats duration in milliseconds to seconds
-   * Always shows seconds, rounded to nearest whole second, minimum 1s
-   */
+  /** Formats duration in milliseconds to seconds (minimum 1s) */
   const formatDuration = (ms: number) => {
     const seconds = Math.max(1, Math.round(ms / 1000))
     return `${seconds}s`
   }
 
   const hasContent = cleanContent.length > 0
-  // Thinking is "done" when streaming ends OR when there's following content (like a tool call) OR when special tags appear
   const isThinkingDone = !isStreaming || hasFollowingContent || hasSpecialTags
   const durationText = `${label} for ${formatDuration(duration)}`
-  // Convert past tense label to present tense for streaming (e.g., "Thought" → "Thinking")
+
   const getStreamingLabel = (lbl: string) => {
     if (lbl === 'Thought') return 'Thinking'
     if (lbl.endsWith('ed')) return `${lbl.slice(0, -2)}ing`
@@ -323,11 +258,9 @@ export function ThinkingBlock({
   }
   const streamingLabel = getStreamingLabel(label)
 
-  // During streaming: show header with shimmer effect + expanded content
   if (!isThinkingDone) {
     return (
       <div>
-        {/* Define shimmer keyframes */}
         <style>{`
           @keyframes thinking-shimmer {
             0% { background-position: 150% 0; }
@@ -396,7 +329,6 @@ export function ThinkingBlock({
     )
   }
 
-  // After done: show collapsible header with duration
   return (
     <div>
       <button
@@ -426,7 +358,6 @@ export function ThinkingBlock({
           isExpanded ? 'mt-1.5 max-h-[150px] opacity-100' : 'max-h-0 opacity-0'
         )}
       >
-        {/* Completed thinking text - dimmed with markdown */}
         <div className='[&_*]:!text-[var(--text-muted)] [&_*]:!text-[12px] [&_*]:!leading-[1.4] [&_p]:!m-0 [&_p]:!mb-1 [&_h1]:!text-[12px] [&_h1]:!font-semibold [&_h1]:!m-0 [&_h1]:!mb-1 [&_h2]:!text-[12px] [&_h2]:!font-semibold [&_h2]:!m-0 [&_h2]:!mb-1 [&_h3]:!text-[12px] [&_h3]:!font-semibold [&_h3]:!m-0 [&_h3]:!mb-1 [&_code]:!text-[11px] [&_ul]:!pl-5 [&_ul]:!my-1 [&_ol]:!pl-6 [&_ol]:!my-1 [&_li]:!my-0.5 [&_li]:!py-0 font-season text-[12px] text-[var(--text-muted)]'>
           <CopilotMarkdownRenderer content={cleanContent} />
         </div>

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/usage-limit-actions/index.ts

@@ -0,0 +1 @@
+export * from './usage-limit-actions'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/copilot-message.tsx

@@ -9,18 +9,20 @@ import {
   ToolCall,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components'
 import {
+  CheckpointConfirmation,
   FileAttachmentDisplay,
   SmoothStreamingText,
   StreamingIndicator,
   ThinkingBlock,
   UsageLimitActions,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components'
-import CopilotMarkdownRenderer from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/markdown-renderer'
+import { CopilotMarkdownRenderer } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/markdown-renderer'
 import {
   useCheckpointManagement,
   useMessageEditing,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/hooks'
 import { UserInput } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/user-input'
+import { buildMentionHighlightNodes } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/utils'
 import type { CopilotMessage as CopilotMessageType } from '@/stores/panel'
 import { useCopilotStore } from '@/stores/panel'
 
@@ -68,7 +70,6 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
     const isUser = message.role === 'user'
     const isAssistant = message.role === 'assistant'
 
-    // Store state
     const {
       messageCheckpoints: allMessageCheckpoints,
       messages,
@@ -79,23 +80,18 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
       isAborting,
     } = useCopilotStore()
 
-    // Get checkpoints for this message if it's a user message
     const messageCheckpoints = isUser ? allMessageCheckpoints[message.id] || [] : []
     const hasCheckpoints = messageCheckpoints.length > 0 && messageCheckpoints.some((cp) => cp?.id)
 
-    // Check if this is the last user message (for showing abort button)
     const isLastUserMessage = useMemo(() => {
       if (!isUser) return false
       const userMessages = messages.filter((m) => m.role === 'user')
       return userMessages.length > 0 && userMessages[userMessages.length - 1]?.id === message.id
     }, [isUser, messages, message.id])
 
-    // UI state
     const [isHoveringMessage, setIsHoveringMessage] = useState(false)
-
     const cancelEditRef = useRef<(() => void) | null>(null)
 
-    // Checkpoint management hook
     const {
       showRestoreConfirmation,
       showCheckpointDiscardModal,
@@ -118,7 +114,6 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
       () => cancelEditRef.current?.()
     )
 
-    // Message editing hook
     const {
       isEditMode,
       isExpanded,
@@ -147,27 +142,20 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
 
     cancelEditRef.current = handleCancelEdit
 
-    // Get clean text content with double newline parsing
     const cleanTextContent = useMemo(() => {
       if (!message.content) return ''
-
-      // Parse out excessive newlines (more than 2 consecutive newlines)
       return message.content.replace(/\n{3,}/g, '\n\n')
     }, [message.content])
 
-    // Parse special tags from message content (options, plan)
-    // Parse during streaming to show options/plan as they stream in
     const parsedTags = useMemo(() => {
       if (isUser) return null
 
-      // Try message.content first
       if (message.content) {
         const parsed = parseSpecialTags(message.content)
         if (parsed.options || parsed.plan) return parsed
       }
 
-      // During streaming, check content blocks for options/plan
-      if (isStreaming && message.contentBlocks && message.contentBlocks.length > 0) {
+      if (message.contentBlocks && message.contentBlocks.length > 0) {
         for (const block of message.contentBlocks) {
           if (block.type === 'text' && block.content) {
             const parsed = parseSpecialTags(block.content)
@@ -176,23 +164,42 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
         }
       }
 
-      return message.content ? parseSpecialTags(message.content) : null
-    }, [message.content, message.contentBlocks, isUser, isStreaming])
+      return null
+    }, [message.content, message.contentBlocks, isUser])
+
+    const selectedOptionKey = useMemo(() => {
+      if (!parsedTags?.options || isStreaming) return null
+
+      const currentIndex = messages.findIndex((m) => m.id === message.id)
+      if (currentIndex === -1 || currentIndex >= messages.length - 1) return null
+
+      const nextMessage = messages[currentIndex + 1]
+      if (!nextMessage || nextMessage.role !== 'user') return null
+
+      const nextContent = nextMessage.content?.trim()
+      if (!nextContent) return null
+
+      for (const [key, option] of Object.entries(parsedTags.options)) {
+        const optionTitle = typeof option === 'string' ? option : option.title
+        if (nextContent === optionTitle) {
+          return key
+        }
+      }
+
+      return null
+    }, [parsedTags?.options, messages, message.id, isStreaming])
 
-    // Get sendMessage from store for continuation actions
     const sendMessage = useCopilotStore((s) => s.sendMessage)
 
-    // Handler for option selection
     const handleOptionSelect = useCallback(
       (_optionKey: string, optionText: string) => {
-        // Send the option text as a message
         sendMessage(optionText)
       },
       [sendMessage]
     )
 
-    // Memoize content blocks to avoid re-rendering unchanged blocks
-    // No entrance animations to prevent layout shift
+    const isActivelyStreaming = isLastMessage && isStreaming
+
     const memoizedContentBlocks = useMemo(() => {
       if (!message.contentBlocks || message.contentBlocks.length === 0) {
         return null
@@ -202,21 +209,21 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
         if (block.type === 'text') {
           const isLastTextBlock =
             index === message.contentBlocks!.length - 1 && block.type === 'text'
-          // Always strip special tags from display (they're rendered separately as options/plan)
           const parsed = parseSpecialTags(block.content)
           const cleanBlockContent = parsed.cleanContent.replace(/\n{3,}/g, '\n\n')
 
-          // Skip if no content after stripping tags
           if (!cleanBlockContent.trim()) return null
 
-          // Use smooth streaming for the last text block if we're streaming
-          const shouldUseSmoothing = isStreaming && isLastTextBlock
+          const shouldUseSmoothing = isActivelyStreaming && isLastTextBlock
           const blockKey = `text-${index}-${block.timestamp || index}`
 
           return (
             <div key={blockKey} className='w-full max-w-full'>
               {shouldUseSmoothing ? (
-                <SmoothStreamingText content={cleanBlockContent} isStreaming={isStreaming} />
+                <SmoothStreamingText
+                  content={cleanBlockContent}
+                  isStreaming={isActivelyStreaming}
+                />
               ) : (
                 <CopilotMarkdownRenderer content={cleanBlockContent} />
               )}
@@ -224,9 +231,7 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
           )
         }
         if (block.type === 'thinking') {
-          // Check if there are any blocks after this one (tool calls, text, etc.)
           const hasFollowingContent = index < message.contentBlocks!.length - 1
-          // Check if special tags (options, plan) are present - should also close thinking
           const hasSpecialTags = !!(parsedTags?.options || parsedTags?.plan)
           const blockKey = `thinking-${index}-${block.timestamp || index}`
 
@@ -234,7 +239,7 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
             <div key={blockKey} className='w-full'>
               <ThinkingBlock
                 content={block.content}
-                isStreaming={isStreaming}
+                isStreaming={isActivelyStreaming}
                 hasFollowingContent={hasFollowingContent}
                 hasSpecialTags={hasSpecialTags}
               />
@@ -246,18 +251,22 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
 
           return (
             <div key={blockKey}>
-              <ToolCall toolCallId={block.toolCall.id} toolCall={block.toolCall} />
+              <ToolCall
+                toolCallId={block.toolCall.id}
+                toolCall={block.toolCall}
+                isCurrentMessage={isLastMessage}
+              />
             </div>
           )
         }
         return null
       })
-    }, [message.contentBlocks, isStreaming, parsedTags])
+    }, [message.contentBlocks, isActivelyStreaming, parsedTags, isLastMessage])
 
     if (isUser) {
       return (
         <div
-          className={`w-full max-w-full overflow-hidden transition-opacity duration-200 [max-width:var(--panel-max-width)] ${isDimmed ? 'opacity-40' : 'opacity-100'}`}
+          className={`w-full max-w-full flex-none overflow-hidden transition-opacity duration-200 [max-width:var(--panel-max-width)] ${isDimmed ? 'opacity-40' : 'opacity-100'}`}
           style={{ '--panel-max-width': `${panelWidth - 16}px` } as React.CSSProperties}
         >
           {isEditMode ? (
@@ -288,42 +297,15 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
                 initialContexts={message.contexts}
               />
 
-              {/* Inline Checkpoint Discard Confirmation - shown below input in edit mode */}
+              {/* Inline checkpoint confirmation - shown below input in edit mode */}
               {showCheckpointDiscardModal && (
-                <div className='mt-[8px] rounded-[4px] border border-[var(--border)] bg-[var(--surface-4)] p-[10px]'>
-                  <p className='mb-[8px] text-[12px] text-[var(--text-primary)]'>
-                    Continue from a previous message?
-                  </p>
-                  <div className='flex gap-[8px]'>
-                    <Button
-                      onClick={handleCancelCheckpointDiscard}
-                      variant='active'
-                      size='sm'
-                      className='flex-1'
-                      disabled={isProcessingDiscard}
-                    >
-                      Cancel
-                    </Button>
-                    <Button
-                      onClick={handleContinueAndRevert}
-                      variant='destructive'
-                      size='sm'
-                      className='flex-1'
-                      disabled={isProcessingDiscard}
-                    >
-                      {isProcessingDiscard ? 'Reverting...' : 'Revert'}
-                    </Button>
-                    <Button
-                      onClick={handleContinueWithoutRevert}
-                      variant='tertiary'
-                      size='sm'
-                      className='flex-1'
-                      disabled={isProcessingDiscard}
-                    >
-                      Continue
-                    </Button>
-                  </div>
-                </div>
+                <CheckpointConfirmation
+                  variant='discard'
+                  isProcessing={isProcessingDiscard}
+                  onCancel={handleCancelCheckpointDiscard}
+                  onRevert={handleContinueAndRevert}
+                  onContinue={handleContinueWithoutRevert}
+                />
               )}
             </div>
           ) : (
@@ -348,46 +330,15 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
                   ref={messageContentRef}
                   className={`relative whitespace-pre-wrap break-words px-[2px] py-1 font-medium font-sans text-[var(--text-primary)] text-sm leading-[1.25rem] ${isSendingMessage && isLastUserMessage && isHoveringMessage ? 'pr-7' : ''} ${!isExpanded && needsExpansion ? 'max-h-[60px] overflow-hidden' : 'overflow-visible'}`}
                 >
-                  {(() => {
-                    const text = message.content || ''
-                    const contexts: any[] = Array.isArray((message as any).contexts)
-                      ? ((message as any).contexts as any[])
-                      : []
-
-                    // Build tokens with their prefixes (@ for mentions, / for commands)
-                    const tokens = contexts
-                      .filter((c) => c?.kind !== 'current_workflow' && c?.label)
-                      .map((c) => {
-                        const prefix = c?.kind === 'slash_command' ? '/' : '@'
-                        return `${prefix}${c.label}`
-                      })
-                    if (!tokens.length) return text
-
-                    const escapeRegex = (s: string) => s.replace(/[.*+?^${}()|[\]\\]/g, '\\$&')
-                    const pattern = new RegExp(`(${tokens.map(escapeRegex).join('|')})`, 'g')
-
-                    const nodes: React.ReactNode[] = []
-                    let lastIndex = 0
-                    let match: RegExpExecArray | null
-                    while ((match = pattern.exec(text)) !== null) {
-                      const i = match.index
-                      const before = text.slice(lastIndex, i)
-                      if (before) nodes.push(before)
-                      const mention = match[0]
-                      nodes.push(
-                        <span
-                          key={`mention-${i}-${lastIndex}`}
-                          className='rounded-[4px] bg-[rgba(50,189,126,0.65)] py-[1px]'
-                        >
-                          {mention}
-                        </span>
-                      )
-                      lastIndex = i + mention.length
-                    }
-                    const tail = text.slice(lastIndex)
-                    if (tail) nodes.push(tail)
-                    return nodes
-                  })()}
+                  {buildMentionHighlightNodes(
+                    message.content || '',
+                    message.contexts || [],
+                    (token, key) => (
+                      <span key={key} className='rounded-[4px] bg-[rgba(50,189,126,0.65)] py-[1px]'>
+                        {token}
+                      </span>
+                    )
+                  )}
                 </div>
 
                 {/* Gradient fade when truncated - applies to entire message box */}
@@ -437,65 +388,30 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
             </div>
           )}
 
-          {/* Inline Restore Checkpoint Confirmation */}
+          {/* Inline restore checkpoint confirmation */}
           {showRestoreConfirmation && (
-            <div className='mt-[8px] rounded-[4px] border border-[var(--border)] bg-[var(--surface-4)] p-[10px]'>
-              <p className='mb-[8px] text-[12px] text-[var(--text-primary)]'>
-                Revert to checkpoint? This will restore your workflow to the state saved at this
-                checkpoint.{' '}
-                <span className='text-[var(--text-error)]'>This action cannot be undone.</span>
-              </p>
-              <div className='flex gap-[8px]'>
-                <Button
-                  onClick={handleCancelRevert}
-                  variant='active'
-                  size='sm'
-                  className='flex-1'
-                  disabled={isReverting}
-                >
-                  Cancel
-                </Button>
-                <Button
-                  onClick={handleConfirmRevert}
-                  variant='destructive'
-                  size='sm'
-                  className='flex-1'
-                  disabled={isReverting}
-                >
-                  {isReverting ? 'Reverting...' : 'Revert'}
-                </Button>
-              </div>
-            </div>
+            <CheckpointConfirmation
+              variant='restore'
+              isProcessing={isReverting}
+              onCancel={handleCancelRevert}
+              onRevert={handleConfirmRevert}
+            />
           )}
         </div>
       )
     }
 
-    // Check if there's any visible content in the blocks
-    const hasVisibleContent = useMemo(() => {
-      if (!message.contentBlocks || message.contentBlocks.length === 0) return false
-      return message.contentBlocks.some((block) => {
-        if (block.type === 'text') {
-          const parsed = parseSpecialTags(block.content)
-          return parsed.cleanContent.trim().length > 0
-        }
-        return block.type === 'thinking' || block.type === 'tool_call'
-      })
-    }, [message.contentBlocks])
-
     if (isAssistant) {
       return (
         <div
-          className={`w-full max-w-full overflow-hidden [max-width:var(--panel-max-width)] ${isDimmed ? 'opacity-40' : 'opacity-100'}`}
+          className={`w-full max-w-full flex-none overflow-hidden [max-width:var(--panel-max-width)] ${isDimmed ? 'opacity-40' : 'opacity-100'}`}
           style={{ '--panel-max-width': `${panelWidth - 16}px` } as React.CSSProperties}
         >
-          <div className='max-w-full space-y-1 px-[2px]'>
+          <div className='max-w-full space-y-[4px] px-[2px] pb-[4px]'>
             {/* Content blocks in chronological order */}
-            {memoizedContentBlocks}
+            {memoizedContentBlocks || (isStreaming && <div className='min-h-0' />)}
 
-            {isStreaming && (
-              <StreamingIndicator className={!hasVisibleContent ? 'mt-1' : undefined} />
-            )}
+            {isStreaming && <StreamingIndicator />}
 
             {message.errorType === 'usage_limit' && (
               <div className='flex gap-1.5'>
@@ -534,6 +450,7 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
                   isLastMessage && !isStreaming && parsedTags.optionsComplete === true
                 }
                 streaming={isStreaming || !parsedTags.optionsComplete}
+                selectedOptionKey={selectedOptionKey}
               />
             )}
           </div>
@@ -544,50 +461,22 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
     return null
   },
   (prevProps, nextProps) => {
-    // Custom comparison function for better streaming performance
     const prevMessage = prevProps.message
     const nextMessage = nextProps.message
 
-    // If message IDs are different, always re-render
-    if (prevMessage.id !== nextMessage.id) {
-      return false
-    }
+    if (prevMessage.id !== nextMessage.id) return false
+    if (prevProps.isStreaming !== nextProps.isStreaming) return false
+    if (prevProps.isDimmed !== nextProps.isDimmed) return false
+    if (prevProps.panelWidth !== nextProps.panelWidth) return false
+    if (prevProps.checkpointCount !== nextProps.checkpointCount) return false
+    if (prevProps.isLastMessage !== nextProps.isLastMessage) return false
 
-    // If streaming state changed, re-render
-    if (prevProps.isStreaming !== nextProps.isStreaming) {
-      return false
-    }
-
-    // If dimmed state changed, re-render
-    if (prevProps.isDimmed !== nextProps.isDimmed) {
-      return false
-    }
-
-    // If panel width changed, re-render
-    if (prevProps.panelWidth !== nextProps.panelWidth) {
-      return false
-    }
-
-    // If checkpoint count changed, re-render
-    if (prevProps.checkpointCount !== nextProps.checkpointCount) {
-      return false
-    }
-
-    // If isLastMessage changed, re-render (for options visibility)
-    if (prevProps.isLastMessage !== nextProps.isLastMessage) {
-      return false
-    }
-
-    // For streaming messages, check if content actually changed
     if (nextProps.isStreaming) {
       const prevBlocks = prevMessage.contentBlocks || []
       const nextBlocks = nextMessage.contentBlocks || []
 
-      if (prevBlocks.length !== nextBlocks.length) {
-        return false // Content blocks changed
-      }
+      if (prevBlocks.length !== nextBlocks.length) return false
 
-      // Helper: get last block content by type
       const getLastBlockContent = (blocks: any[], type: 'text' | 'thinking'): string | null => {
         for (let i = blocks.length - 1; i >= 0; i--) {
           const block = blocks[i]
@@ -598,7 +487,6 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
         return null
       }
 
-      // Re-render if the last text block content changed
       const prevLastTextContent = getLastBlockContent(prevBlocks as any[], 'text')
       const nextLastTextContent = getLastBlockContent(nextBlocks as any[], 'text')
       if (
@@ -609,7 +497,6 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
         return false
       }
 
-      // Re-render if the last thinking block content changed
       const prevLastThinkingContent = getLastBlockContent(prevBlocks as any[], 'thinking')
       const nextLastThinkingContent = getLastBlockContent(nextBlocks as any[], 'thinking')
       if (
@@ -620,24 +507,18 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
         return false
       }
 
-      // Check if tool calls changed
       const prevToolCalls = prevMessage.toolCalls || []
       const nextToolCalls = nextMessage.toolCalls || []
 
-      if (prevToolCalls.length !== nextToolCalls.length) {
-        return false // Tool calls count changed
-      }
+      if (prevToolCalls.length !== nextToolCalls.length) return false
 
       for (let i = 0; i < nextToolCalls.length; i++) {
-        if (prevToolCalls[i]?.state !== nextToolCalls[i]?.state) {
-          return false // Tool call state changed
-        }
+        if (prevToolCalls[i]?.state !== nextToolCalls[i]?.state) return false
       }
 
       return true
     }
 
-    // For non-streaming messages, do a deeper comparison including tool call states
     if (
       prevMessage.content !== nextMessage.content ||
       prevMessage.role !== nextMessage.role ||
@@ -647,16 +528,12 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
       return false
     }
 
-    // Check tool call states for non-streaming messages too
     const prevToolCalls = prevMessage.toolCalls || []
     const nextToolCalls = nextMessage.toolCalls || []
     for (let i = 0; i < nextToolCalls.length; i++) {
-      if (prevToolCalls[i]?.state !== nextToolCalls[i]?.state) {
-        return false // Tool call state changed
-      }
+      if (prevToolCalls[i]?.state !== nextToolCalls[i]?.state) return false
     }
 
-    // Check contentBlocks tool call states
     const prevContentBlocks = prevMessage.contentBlocks || []
     const nextContentBlocks = nextMessage.contentBlocks || []
     for (let i = 0; i < nextContentBlocks.length; i++) {
@@ -667,7 +544,7 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
         nextBlock?.type === 'tool_call' &&
         prevBlock.toolCall?.state !== nextBlock.toolCall?.state
       ) {
-        return false // ContentBlock tool call state changed
+        return false
       }
     }
 

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/hooks/use-checkpoint-management.ts

@@ -15,6 +15,7 @@ const logger = createLogger('useCheckpointManagement')
  * @param messageCheckpoints - Checkpoints for this message
  * @param onRevertModeChange - Callback for revert mode changes
  * @param onEditModeChange - Callback for edit mode changes
+ * @param onCancelEdit - Callback when edit is cancelled
  * @returns Checkpoint management utilities
  */
 export function useCheckpointManagement(
@@ -37,17 +38,13 @@ export function useCheckpointManagement(
 
   const { revertToCheckpoint, currentChat } = useCopilotStore()
 
-  /**
-   * Handles initiating checkpoint revert
-   */
+  /** Initiates checkpoint revert confirmation */
   const handleRevertToCheckpoint = useCallback(() => {
     setShowRestoreConfirmation(true)
     onRevertModeChange?.(true)
   }, [onRevertModeChange])
 
-  /**
-   * Confirms checkpoint revert and updates state
-   */
+  /** Confirms and executes checkpoint revert */
   const handleConfirmRevert = useCallback(async () => {
     if (messageCheckpoints.length > 0) {
       const latestCheckpoint = messageCheckpoints[0]
@@ -116,18 +113,13 @@ export function useCheckpointManagement(
     onRevertModeChange,
   ])
 
-  /**
-   * Cancels checkpoint revert
-   */
+  /** Cancels checkpoint revert */
   const handleCancelRevert = useCallback(() => {
     setShowRestoreConfirmation(false)
     onRevertModeChange?.(false)
   }, [onRevertModeChange])
 
-  /**
-   * Handles "Continue and revert" action for checkpoint discard modal
-   * Reverts to checkpoint then proceeds with pending edit
-   */
+  /** Reverts to checkpoint then proceeds with pending edit */
   const handleContinueAndRevert = useCallback(async () => {
     setIsProcessingDiscard(true)
     try {
@@ -184,9 +176,7 @@ export function useCheckpointManagement(
     }
   }, [messageCheckpoints, revertToCheckpoint, message, messages, onEditModeChange, onCancelEdit])
 
-  /**
-   * Cancels checkpoint discard and clears pending edit
-   */
+  /** Cancels checkpoint discard and clears pending edit */
   const handleCancelCheckpointDiscard = useCallback(() => {
     setShowCheckpointDiscardModal(false)
     onEditModeChange?.(false)
@@ -194,11 +184,11 @@ export function useCheckpointManagement(
     pendingEditRef.current = null
   }, [onEditModeChange, onCancelEdit])
 
-  /**
-   * Continues with edit WITHOUT reverting checkpoint
-   */
+  /** Continues with edit without reverting checkpoint */
   const handleContinueWithoutRevert = useCallback(async () => {
     setShowCheckpointDiscardModal(false)
+    onEditModeChange?.(false)
+    onCancelEdit?.()
 
     if (pendingEditRef.current) {
       const { message: msg, fileAttachments, contexts } = pendingEditRef.current
@@ -225,43 +215,34 @@ export function useCheckpointManagement(
     }
   }, [message, messages, onEditModeChange, onCancelEdit])
 
-  /**
-   * Handles keyboard events for restore confirmation (Escape/Enter)
-   */
+  /** Handles keyboard events for confirmation dialogs */
   useEffect(() => {
-    if (!showRestoreConfirmation) return
+    const isActive = showRestoreConfirmation || showCheckpointDiscardModal
+    if (!isActive) return
 
     const handleKeyDown = (event: KeyboardEvent) => {
+      if (event.defaultPrevented) return
+
       if (event.key === 'Escape') {
-        handleCancelRevert()
+        if (showRestoreConfirmation) handleCancelRevert()
+        else handleCancelCheckpointDiscard()
       } else if (event.key === 'Enter') {
         event.preventDefault()
-        handleConfirmRevert()
+        if (showRestoreConfirmation) handleConfirmRevert()
+        else handleContinueAndRevert()
       }
     }
 
     document.addEventListener('keydown', handleKeyDown)
     return () => document.removeEventListener('keydown', handleKeyDown)
-  }, [showRestoreConfirmation, handleCancelRevert, handleConfirmRevert])
-
-  /**
-   * Handles keyboard events for checkpoint discard modal (Escape/Enter)
-   */
-  useEffect(() => {
-    if (!showCheckpointDiscardModal) return
-
-    const handleCheckpointDiscardKeyDown = async (event: KeyboardEvent) => {
-      if (event.key === 'Escape') {
-        handleCancelCheckpointDiscard()
-      } else if (event.key === 'Enter') {
-        event.preventDefault()
-        await handleContinueAndRevert()
-      }
-    }
-
-    document.addEventListener('keydown', handleCheckpointDiscardKeyDown)
-    return () => document.removeEventListener('keydown', handleCheckpointDiscardKeyDown)
-  }, [showCheckpointDiscardModal, handleCancelCheckpointDiscard, handleContinueAndRevert])
+  }, [
+    showRestoreConfirmation,
+    showCheckpointDiscardModal,
+    handleCancelRevert,
+    handleConfirmRevert,
+    handleCancelCheckpointDiscard,
+    handleContinueAndRevert,
+  ])
 
   return {
     // State

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/hooks/use-message-editing.ts

@@ -2,24 +2,23 @@
 
 import { useCallback, useEffect, useRef, useState } from 'react'
 import { createLogger } from '@sim/logger'
-import type { CopilotMessage } from '@/stores/panel'
+import type { ChatContext, CopilotMessage, MessageFileAttachment } from '@/stores/panel'
 import { useCopilotStore } from '@/stores/panel'
 
 const logger = createLogger('useMessageEditing')
 
-/**
- * Message truncation height in pixels
- */
+/** Ref interface for UserInput component */
+interface UserInputRef {
+  focus: () => void
+}
+
+/** Message truncation height in pixels */
 const MESSAGE_TRUNCATION_HEIGHT = 60
 
-/**
- * Delay before attaching click-outside listener to avoid immediate trigger
- */
+/** Delay before attaching click-outside listener to avoid immediate trigger */
 const CLICK_OUTSIDE_DELAY = 100
 
-/**
- * Delay before aborting when editing during stream
- */
+/** Delay before aborting when editing during stream */
 const ABORT_DELAY = 100
 
 interface UseMessageEditingProps {
@@ -32,8 +31,8 @@ interface UseMessageEditingProps {
   setShowCheckpointDiscardModal: (show: boolean) => void
   pendingEditRef: React.MutableRefObject<{
     message: string
-    fileAttachments?: any[]
-    contexts?: any[]
+    fileAttachments?: MessageFileAttachment[]
+    contexts?: ChatContext[]
   } | null>
   /**
    * When true, disables the internal document click-outside handler.
@@ -69,13 +68,11 @@ export function useMessageEditing(props: UseMessageEditingProps) {
 
   const editContainerRef = useRef<HTMLDivElement>(null)
   const messageContentRef = useRef<HTMLDivElement>(null)
-  const userInputRef = useRef<any>(null)
+  const userInputRef = useRef<UserInputRef>(null)
 
   const { sendMessage, isSendingMessage, abortMessage, currentChat } = useCopilotStore()
 
-  /**
-   * Checks if message content needs expansion based on height
-   */
+  /** Checks if message content needs expansion based on height */
   useEffect(() => {
     if (messageContentRef.current && message.role === 'user') {
       const scrollHeight = messageContentRef.current.scrollHeight
@@ -83,9 +80,7 @@ export function useMessageEditing(props: UseMessageEditingProps) {
     }
   }, [message.content, message.role])
 
-  /**
-   * Handles entering edit mode
-   */
+  /** Enters edit mode */
   const handleEditMessage = useCallback(() => {
     setIsEditMode(true)
     setIsExpanded(false)
@@ -97,18 +92,14 @@ export function useMessageEditing(props: UseMessageEditingProps) {
     }, 0)
   }, [message.content, onEditModeChange])
 
-  /**
-   * Handles canceling edit mode
-   */
+  /** Cancels edit mode */
   const handleCancelEdit = useCallback(() => {
     setIsEditMode(false)
     setEditedContent(message.content)
     onEditModeChange?.(false)
   }, [message.content, onEditModeChange])
 
-  /**
-   * Handles clicking on message to enter edit mode
-   */
+  /** Handles message click to enter edit mode */
   const handleMessageClick = useCallback(() => {
     if (needsExpansion && !isExpanded) {
       setIsExpanded(true)
@@ -116,12 +107,13 @@ export function useMessageEditing(props: UseMessageEditingProps) {
     handleEditMessage()
   }, [needsExpansion, isExpanded, handleEditMessage])
 
-  /**
-   * Performs the actual edit operation
-   * Truncates messages after edited message and resends with same ID
-   */
+  /** Performs the edit operation - truncates messages after edited message and resends */
   const performEdit = useCallback(
-    async (editedMessage: string, fileAttachments?: any[], contexts?: any[]) => {
+    async (
+      editedMessage: string,
+      fileAttachments?: MessageFileAttachment[],
+      contexts?: ChatContext[]
+    ) => {
       const currentMessages = messages
       const editIndex = currentMessages.findIndex((m) => m.id === message.id)
 
@@ -134,7 +126,7 @@ export function useMessageEditing(props: UseMessageEditingProps) {
           ...message,
           content: editedMessage,
           fileAttachments: fileAttachments || message.fileAttachments,
-          contexts: contexts || (message as any).contexts,
+          contexts: contexts || message.contexts,
         }
 
         useCopilotStore.setState({ messages: [...truncatedMessages, updatedMessage] })
@@ -153,7 +145,7 @@ export function useMessageEditing(props: UseMessageEditingProps) {
                   timestamp: m.timestamp,
                   ...(m.contentBlocks && { contentBlocks: m.contentBlocks }),
                   ...(m.fileAttachments && { fileAttachments: m.fileAttachments }),
-                  ...((m as any).contexts && { contexts: (m as any).contexts }),
+                  ...(m.contexts && { contexts: m.contexts }),
                 })),
               }),
             })
@@ -164,7 +156,7 @@ export function useMessageEditing(props: UseMessageEditingProps) {
 
         await sendMessage(editedMessage, {
           fileAttachments: fileAttachments || message.fileAttachments,
-          contexts: contexts || (message as any).contexts,
+          contexts: contexts || message.contexts,
           messageId: message.id,
           queueIfBusy: false,
         })
@@ -173,12 +165,13 @@ export function useMessageEditing(props: UseMessageEditingProps) {
     [messages, message, currentChat, sendMessage, onEditModeChange]
   )
 
-  /**
-   * Handles submitting edited message
-   * Checks for checkpoints and shows confirmation if needed
-   */
+  /** Submits edited message, checking for checkpoints first */
   const handleSubmitEdit = useCallback(
-    async (editedMessage: string, fileAttachments?: any[], contexts?: any[]) => {
+    async (
+      editedMessage: string,
+      fileAttachments?: MessageFileAttachment[],
+      contexts?: ChatContext[]
+    ) => {
       if (!editedMessage.trim()) return
 
       if (isSendingMessage) {
@@ -204,9 +197,7 @@ export function useMessageEditing(props: UseMessageEditingProps) {
     ]
   )
 
-  /**
-   * Keyboard-only exit (Esc). Click-outside is optionally handled by parent.
-   */
+  /** Keyboard-only exit (Esc) */
   useEffect(() => {
     if (!isEditMode) return
 
@@ -222,9 +213,7 @@ export function useMessageEditing(props: UseMessageEditingProps) {
     }
   }, [isEditMode, handleCancelEdit])
 
-  /**
-   * Optional document-level click-outside handler (disabled when parent manages it).
-   */
+  /** Optional document-level click-outside handler */
   useEffect(() => {
     if (!isEditMode || disableDocumentClickOutside) return
 

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/index.ts

@@ -0,0 +1 @@
+export * from './copilot-message'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/index.ts

@@ -1,7 +1,8 @@
-export * from './copilot-message/copilot-message'
-export * from './plan-mode-section/plan-mode-section'
-export * from './queued-messages/queued-messages'
-export * from './todo-list/todo-list'
-export * from './tool-call/tool-call'
-export * from './user-input/user-input'
-export * from './welcome/welcome'
+export * from './chat-history-skeleton'
+export * from './copilot-message'
+export * from './plan-mode-section'
+export * from './queued-messages'
+export * from './todo-list'
+export * from './tool-call'
+export * from './user-input'
+export * from './welcome'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/plan-mode-section/index.ts

@@ -0,0 +1 @@
+export * from './plan-mode-section'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/plan-mode-section/plan-mode-section.tsx

@@ -29,7 +29,7 @@ import { Check, GripHorizontal, Pencil, X } from 'lucide-react'
 import { Button, Textarea } from '@/components/emcn'
 import { Trash } from '@/components/emcn/icons/trash'
 import { cn } from '@/lib/core/utils/cn'
-import CopilotMarkdownRenderer from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/markdown-renderer'
+import { CopilotMarkdownRenderer } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/markdown-renderer'
 
 /**
  * Shared border and background styles

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/queued-messages/index.ts

@@ -0,0 +1 @@
+export * from './queued-messages'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/queued-messages/queued-messages.tsx

@@ -31,21 +31,22 @@ export function QueuedMessages() {
   if (messageQueue.length === 0) return null
 
   return (
-    <div className='mx-2 overflow-hidden rounded-t-lg border border-black/[0.08] border-b-0 bg-[var(--bg-secondary)] dark:border-white/[0.08]'>
+    <div className='mx-[14px] overflow-hidden rounded-t-[4px] border border-[var(--border)] border-b-0 bg-[var(--bg-secondary)]'>
       {/* Header */}
       <button
         type='button'
         onClick={() => setIsExpanded(!isExpanded)}
-        className='flex w-full items-center justify-between px-2.5 py-1.5 transition-colors hover:bg-[var(--bg-tertiary)]'
+        className='flex w-full items-center justify-between px-[10px] py-[6px] transition-colors hover:bg-[var(--surface-3)]'
       >
-        <div className='flex items-center gap-1.5'>
+        <div className='flex items-center gap-[6px]'>
           {isExpanded ? (
-            <ChevronDown className='h-3 w-3 text-[var(--text-tertiary)]' />
+            <ChevronDown className='h-[14px] w-[14px] text-[var(--text-tertiary)]' />
           ) : (
-            <ChevronRight className='h-3 w-3 text-[var(--text-tertiary)]' />
+            <ChevronRight className='h-[14px] w-[14px] text-[var(--text-tertiary)]' />
           )}
-          <span className='font-medium text-[var(--text-secondary)] text-xs'>
-            {messageQueue.length} Queued
+          <span className='font-medium text-[12px] text-[var(--text-primary)]'>Queued</span>
+          <span className='flex-shrink-0 font-medium text-[12px] text-[var(--text-tertiary)]'>
+            {messageQueue.length}
           </span>
         </div>
       </button>
@@ -56,30 +57,30 @@ export function QueuedMessages() {
           {messageQueue.map((msg) => (
             <div
               key={msg.id}
-              className='group flex items-center gap-2 border-black/[0.04] border-t px-2.5 py-1.5 hover:bg-[var(--bg-tertiary)] dark:border-white/[0.04]'
+              className='group flex items-center gap-[8px] border-[var(--border)] border-t px-[10px] py-[6px] hover:bg-[var(--surface-3)]'
             >
               {/* Radio indicator */}
-              <div className='flex h-3 w-3 shrink-0 items-center justify-center'>
-                <div className='h-2.5 w-2.5 rounded-full border border-[var(--text-tertiary)]/50' />
+              <div className='flex h-[14px] w-[14px] shrink-0 items-center justify-center'>
+                <div className='h-[10px] w-[10px] rounded-full border border-[var(--text-tertiary)]/50' />
               </div>
 
               {/* Message content */}
               <div className='min-w-0 flex-1'>
-                <p className='truncate text-[var(--text-primary)] text-xs'>{msg.content}</p>
+                <p className='truncate text-[13px] text-[var(--text-primary)]'>{msg.content}</p>
               </div>
 
               {/* Actions - always visible */}
-              <div className='flex shrink-0 items-center gap-0.5'>
+              <div className='flex shrink-0 items-center gap-[4px]'>
                 <button
                   type='button'
                   onClick={(e) => {
                     e.stopPropagation()
                     handleSendNow(msg.id)
                   }}
-                  className='rounded p-0.5 text-[var(--text-tertiary)] transition-colors hover:bg-[var(--bg-quaternary)] hover:text-[var(--text-primary)]'
+                  className='rounded p-[3px] text-[var(--text-tertiary)] transition-colors hover:bg-[var(--bg-quaternary)] hover:text-[var(--text-primary)]'
                   title='Send now (aborts current stream)'
                 >
-                  <ArrowUp className='h-3 w-3' />
+                  <ArrowUp className='h-[14px] w-[14px]' />
                 </button>
                 <button
                   type='button'
@@ -87,10 +88,10 @@ export function QueuedMessages() {
                     e.stopPropagation()
                     handleRemove(msg.id)
                   }}
-                  className='rounded p-0.5 text-[var(--text-tertiary)] transition-colors hover:bg-red-500/10 hover:text-red-400'
+                  className='rounded p-[3px] text-[var(--text-tertiary)] transition-colors hover:bg-red-500/10 hover:text-red-400'
                   title='Remove from queue'
                 >
-                  <Trash2 className='h-3 w-3' />
+                  <Trash2 className='h-[14px] w-[14px]' />
                 </button>
               </div>
             </div>

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/todo-list/index.ts

@@ -0,0 +1 @@
+export * from './todo-list'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/tool-call/index.ts

@@ -0,0 +1 @@
+export * from './tool-call'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/tool-call/tool-call.tsx

@@ -15,7 +15,7 @@ import {
   hasInterrupt as hasInterruptFromConfig,
   isSpecialTool as isSpecialToolFromConfig,
 } from '@/lib/copilot/tools/client/ui-config'
-import CopilotMarkdownRenderer from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/markdown-renderer'
+import { CopilotMarkdownRenderer } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/markdown-renderer'
 import { SmoothStreamingText } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/smooth-streaming'
 import { ThinkingBlock } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/copilot-message/components/thinking-block'
 import { getDisplayValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/workflow-block'
@@ -26,30 +26,74 @@ import { CLASS_TOOL_METADATA } from '@/stores/panel/copilot/store'
 import type { SubAgentContentBlock } from '@/stores/panel/copilot/types'
 import { useWorkflowStore } from '@/stores/workflows/workflow/store'
 
-/**
- * Parse special tags from content
- */
-/**
- * Plan step can be either a string or an object with title and plan
- */
+/** Plan step can be a string or an object with title and optional plan content */
 type PlanStep = string | { title: string; plan?: string }
 
-/**
- * Option can be either a string or an object with title and description
- */
+/** Option can be a string or an object with title and optional description */
 type OptionItem = string | { title: string; description?: string }
 
+/** Result of parsing special XML tags from message content */
 interface ParsedTags {
+  /** Parsed plan steps, keyed by step number */
   plan?: Record<string, PlanStep>
+  /** Whether the plan tag is complete (has closing tag) */
   planComplete?: boolean
+  /** Parsed options, keyed by option number */
   options?: Record<string, OptionItem>
+  /** Whether the options tag is complete (has closing tag) */
   optionsComplete?: boolean
+  /** Content with special tags removed */
   cleanContent: string
 }
 
 /**
- * Try to parse partial JSON for streaming options.
- * Attempts to extract complete key-value pairs from incomplete JSON.
+ * Extracts plan steps from plan_respond tool calls in subagent blocks.
+ * @param blocks - The subagent content blocks to search
+ * @returns Object containing steps in the format expected by PlanSteps component, and completion status
+ */
+function extractPlanFromBlocks(blocks: SubAgentContentBlock[] | undefined): {
+  steps: Record<string, PlanStep> | undefined
+  isComplete: boolean
+} {
+  if (!blocks) return { steps: undefined, isComplete: false }
+
+  const planRespondBlock = blocks.find(
+    (b) => b.type === 'subagent_tool_call' && b.toolCall?.name === 'plan_respond'
+  )
+
+  if (!planRespondBlock?.toolCall) {
+    return { steps: undefined, isComplete: false }
+  }
+
+  const tc = planRespondBlock.toolCall as any
+  const args = tc.params || tc.parameters || tc.input || tc.arguments || tc.data?.arguments || {}
+  const stepsArray = args.steps
+
+  if (!Array.isArray(stepsArray) || stepsArray.length === 0) {
+    return { steps: undefined, isComplete: false }
+  }
+
+  const steps: Record<string, PlanStep> = {}
+  for (const step of stepsArray) {
+    if (step.number !== undefined && step.title) {
+      steps[String(step.number)] = step.title
+    }
+  }
+
+  const isComplete =
+    planRespondBlock.toolCall.state === ClientToolCallState.success ||
+    planRespondBlock.toolCall.state === ClientToolCallState.error
+
+  return {
+    steps: Object.keys(steps).length > 0 ? steps : undefined,
+    isComplete,
+  }
+}
+
+/**
+ * Parses partial JSON for streaming options, extracting complete key-value pairs from incomplete JSON.
+ * @param jsonStr - The potentially incomplete JSON string
+ * @returns Parsed options record or null if no valid options found
  */
 function parsePartialOptionsJson(jsonStr: string): Record<string, OptionItem> | null {
   // Try parsing as-is first (might be complete)
@@ -60,8 +104,9 @@ function parsePartialOptionsJson(jsonStr: string): Record<string, OptionItem> |
   }
 
   // Try to extract complete key-value pairs from partial JSON
-  // Match patterns like "1": "some text" or "1": {"title": "text"}
+  // Match patterns like "1": "some text" or "1": {"title": "text", "description": "..."}
   const result: Record<string, OptionItem> = {}
+
   // Match complete string values: "key": "value"
   const stringPattern = /"(\d+)":\s*"([^"]*?)"/g
   let match
@@ -69,18 +114,24 @@ function parsePartialOptionsJson(jsonStr: string): Record<string, OptionItem> |
     result[match[1]] = match[2]
   }
 
-  // Match complete object values: "key": {"title": "value"}
-  const objectPattern = /"(\d+)":\s*\{[^}]*"title":\s*"([^"]*)"[^}]*\}/g
+  // Match complete object values with title and optional description
+  // Pattern matches: "1": {"title": "...", "description": "..."} or "1": {"title": "..."}
+  const objectPattern =
+    /"(\d+)":\s*\{\s*"title":\s*"((?:[^"\\]|\\.)*)"\s*(?:,\s*"description":\s*"((?:[^"\\]|\\.)*)")?\s*\}/g
   while ((match = objectPattern.exec(jsonStr)) !== null) {
-    result[match[1]] = { title: match[2] }
+    const key = match[1]
+    const title = match[2].replace(/\\"/g, '"').replace(/\\n/g, '\n')
+    const description = match[3]?.replace(/\\"/g, '"').replace(/\\n/g, '\n')
+    result[key] = description ? { title, description } : { title }
   }
 
   return Object.keys(result).length > 0 ? result : null
 }
 
 /**
- * Try to parse partial JSON for streaming plan steps.
- * Attempts to extract complete key-value pairs from incomplete JSON.
+ * Parses partial JSON for streaming plan steps, extracting complete key-value pairs from incomplete JSON.
+ * @param jsonStr - The potentially incomplete JSON string
+ * @returns Parsed plan steps record or null if no valid steps found
  */
 function parsePartialPlanJson(jsonStr: string): Record<string, PlanStep> | null {
   // Try parsing as-is first (might be complete)
@@ -112,7 +163,10 @@ function parsePartialPlanJson(jsonStr: string): Record<string, PlanStep> | null
 }
 
 /**
- * Parse <plan> and <options> tags from content
+ * Parses special XML tags (`<plan>` and `<options>`) from message content.
+ * Handles both complete and streaming/incomplete tags.
+ * @param content - The message content to parse
+ * @returns Parsed tags with plan, options, and clean content
  */
 export function parseSpecialTags(content: string): ParsedTags {
   const result: ParsedTags = { cleanContent: content }
@@ -120,12 +174,18 @@ export function parseSpecialTags(content: string): ParsedTags {
   // Parse <plan> tag - check for complete tag first
   const planMatch = content.match(/<plan>([\s\S]*?)<\/plan>/i)
   if (planMatch) {
+    // Always strip the tag from display, even if JSON is invalid
+    result.cleanContent = result.cleanContent.replace(planMatch[0], '').trim()
     try {
       result.plan = JSON.parse(planMatch[1])
       result.planComplete = true
-      result.cleanContent = result.cleanContent.replace(planMatch[0], '').trim()
     } catch {
-      // Invalid JSON, ignore
+      // JSON.parse failed - use regex fallback to extract plan from malformed JSON
+      const fallbackPlan = parsePartialPlanJson(planMatch[1])
+      if (fallbackPlan) {
+        result.plan = fallbackPlan
+        result.planComplete = true
+      }
     }
   } else {
     // Check for streaming/incomplete plan tag
@@ -144,12 +204,18 @@ export function parseSpecialTags(content: string): ParsedTags {
   // Parse <options> tag - check for complete tag first
   const optionsMatch = content.match(/<options>([\s\S]*?)<\/options>/i)
   if (optionsMatch) {
+    // Always strip the tag from display, even if JSON is invalid
+    result.cleanContent = result.cleanContent.replace(optionsMatch[0], '').trim()
     try {
       result.options = JSON.parse(optionsMatch[1])
       result.optionsComplete = true
-      result.cleanContent = result.cleanContent.replace(optionsMatch[0], '').trim()
     } catch {
-      // Invalid JSON, ignore
+      // JSON.parse failed - use regex fallback to extract options from malformed JSON
+      const fallbackOptions = parsePartialOptionsJson(optionsMatch[1])
+      if (fallbackOptions) {
+        result.options = fallbackOptions
+        result.optionsComplete = true
+      }
     }
   } else {
     // Check for streaming/incomplete options tag
@@ -173,15 +239,15 @@ export function parseSpecialTags(content: string): ParsedTags {
 }
 
 /**
- * PlanSteps component renders the workflow plan steps from the plan subagent
- * Displays as a to-do list with checkmarks and strikethrough text
+ * Renders workflow plan steps as a numbered to-do list.
+ * @param steps - Plan steps keyed by step number
+ * @param streaming - When true, uses smooth streaming animation for step titles
  */
 function PlanSteps({
   steps,
   streaming = false,
 }: {
   steps: Record<string, PlanStep>
-  /** When true, uses smooth streaming animation for step titles */
   streaming?: boolean
 }) {
   const sortedSteps = useMemo(() => {
@@ -202,7 +268,7 @@ function PlanSteps({
   if (sortedSteps.length === 0) return null
 
   return (
-    <div className='mt-1.5 overflow-hidden rounded-[6px] border border-[var(--border-1)] bg-[var(--surface-1)]'>
+    <div className='mt-0 overflow-hidden rounded-[6px] border border-[var(--border-1)] bg-[var(--surface-1)]'>
       <div className='flex items-center gap-[8px] border-[var(--border-1)] border-b bg-[var(--surface-2)] p-[8px]'>
         <LayoutList className='ml-[2px] h-3 w-3 flex-shrink-0 text-[var(--text-tertiary)]' />
         <span className='font-medium text-[12px] text-[var(--text-primary)]'>To-dos</span>
@@ -210,7 +276,7 @@ function PlanSteps({
           {sortedSteps.length}
         </span>
       </div>
-      <div className='flex flex-col gap-[6px] px-[10px] py-[8px]'>
+      <div className='flex flex-col gap-[6px] px-[10px] py-[6px]'>
         {sortedSteps.map(([num, title], index) => {
           const isLastStep = index === sortedSteps.length - 1
           return (
@@ -234,9 +300,8 @@ function PlanSteps({
 }
 
 /**
- * OptionsSelector component renders selectable options from the agent
- * Supports keyboard navigation (arrow up/down, enter) and click selection
- * After selection, shows the chosen option highlighted and others struck through
+ * Renders selectable options from the agent with keyboard navigation and click selection.
+ * After selection, shows the chosen option highlighted and others struck through.
  */
 export function OptionsSelector({
   options,
@@ -244,6 +309,7 @@ export function OptionsSelector({
   disabled = false,
   enableKeyboardNav = false,
   streaming = false,
+  selectedOptionKey = null,
 }: {
   options: Record<string, OptionItem>
   onSelect: (optionKey: string, optionText: string) => void
@@ -252,6 +318,8 @@ export function OptionsSelector({
   enableKeyboardNav?: boolean
   /** When true, looks enabled but interaction is disabled (for streaming state) */
   streaming?: boolean
+  /** Pre-selected option key (for restoring selection from history) */
+  selectedOptionKey?: string | null
 }) {
   const isInteractionDisabled = disabled || streaming
   const sortedOptions = useMemo(() => {
@@ -269,8 +337,8 @@ export function OptionsSelector({
       })
   }, [options])
 
-  const [hoveredIndex, setHoveredIndex] = useState(0)
-  const [chosenKey, setChosenKey] = useState<string | null>(null)
+  const [hoveredIndex, setHoveredIndex] = useState(-1)
+  const [chosenKey, setChosenKey] = useState<string | null>(selectedOptionKey)
   const containerRef = useRef<HTMLDivElement>(null)
 
   const isLocked = chosenKey !== null
@@ -280,7 +348,8 @@ export function OptionsSelector({
     if (isInteractionDisabled || !enableKeyboardNav || isLocked) return
 
     const handleKeyDown = (e: KeyboardEvent) => {
-      // Only handle if the container or document body is focused (not when typing in input)
+      if (e.defaultPrevented) return
+
       const activeElement = document.activeElement
       const isInputFocused =
         activeElement?.tagName === 'INPUT' ||
@@ -291,13 +360,14 @@ export function OptionsSelector({
 
       if (e.key === 'ArrowDown') {
         e.preventDefault()
-        setHoveredIndex((prev) => Math.min(prev + 1, sortedOptions.length - 1))
+        setHoveredIndex((prev) => (prev < 0 ? 0 : Math.min(prev + 1, sortedOptions.length - 1)))
       } else if (e.key === 'ArrowUp') {
         e.preventDefault()
-        setHoveredIndex((prev) => Math.max(prev - 1, 0))
+        setHoveredIndex((prev) => (prev < 0 ? sortedOptions.length - 1 : Math.max(prev - 1, 0)))
       } else if (e.key === 'Enter') {
         e.preventDefault()
-        const selected = sortedOptions[hoveredIndex]
+        const indexToSelect = hoveredIndex < 0 ? 0 : hoveredIndex
+        const selected = sortedOptions[indexToSelect]
         if (selected) {
           setChosenKey(selected.key)
           onSelect(selected.key, selected.title)
@@ -321,7 +391,7 @@ export function OptionsSelector({
   if (sortedOptions.length === 0) return null
 
   return (
-    <div ref={containerRef} className='flex flex-col gap-0.5 pb-0.5'>
+    <div ref={containerRef} className='flex flex-col gap-[4px] pt-[4px]'>
       {sortedOptions.map((option, index) => {
         const isHovered = index === hoveredIndex && !isLocked
         const isChosen = option.key === chosenKey
@@ -339,6 +409,9 @@ export function OptionsSelector({
             onMouseEnter={() => {
               if (!isLocked && !streaming) setHoveredIndex(index)
             }}
+            onMouseLeave={() => {
+              if (!isLocked && !streaming && sortedOptions.length === 1) setHoveredIndex(-1)
+            }}
             className={clsx(
               'group flex cursor-pointer items-start gap-2 rounded-[6px] p-1',
               'hover:bg-[var(--surface-4)]',
@@ -374,30 +447,31 @@ export function OptionsSelector({
   )
 }
 
+/** Props for the ToolCall component */
 interface ToolCallProps {
+  /** Tool call data object */
   toolCall?: CopilotToolCall
+  /** Tool call ID for store lookup */
   toolCallId?: string
+  /** Callback when tool call state changes */
   onStateChange?: (state: any) => void
+  /** Whether this tool call is from the current/latest message. Controls shimmer and action buttons. */
+  isCurrentMessage?: boolean
 }
 
-/**
- * Props for shimmer overlay text component.
- */
+/** Props for the ShimmerOverlayText component */
 interface ShimmerOverlayTextProps {
-  /** The text content to display */
+  /** Text content to display */
   text: string
-  /** Whether the shimmer animation is active */
+  /** Whether shimmer animation is active */
   active?: boolean
   /** Additional class names for the wrapper */
   className?: string
-  /** Whether to use special gradient styling (for important actions) */
+  /** Whether to use special gradient styling for important actions */
   isSpecial?: boolean
 }
 
-/**
- * Action verbs that appear at the start of tool display names.
- * These will be highlighted in a lighter color for better visual hierarchy.
- */
+/** Action verbs at the start of tool display names, highlighted for visual hierarchy */
 const ACTION_VERBS = [
   'Analyzing',
   'Analyzed',
@@ -505,7 +579,8 @@ const ACTION_VERBS = [
 
 /**
  * Splits text into action verb and remainder for two-tone rendering.
- * Returns [actionVerb, remainder] or [null, text] if no match.
+ * @param text - The text to split
+ * @returns Tuple of [actionVerb, remainder] or [null, text] if no match
  */
 function splitActionVerb(text: string): [string | null, string] {
   for (const verb of ACTION_VERBS) {
@@ -525,10 +600,9 @@ function splitActionVerb(text: string): [string | null, string] {
 }
 
 /**
- * Renders text with a subtle white shimmer overlay when active, creating a skeleton-like
- * loading effect that passes over the existing words without replacing them.
- * For special tool calls, uses a gradient color. For normal tools, highlights action verbs
- * in a lighter color with the rest in default gray.
+ * Renders text with a shimmer overlay animation when active.
+ * Special tools use a gradient color; normal tools highlight action verbs.
+ * Uses CSS truncation to clamp to one line with ellipsis.
  */
 const ShimmerOverlayText = memo(function ShimmerOverlayText({
   text,
@@ -538,10 +612,13 @@ const ShimmerOverlayText = memo(function ShimmerOverlayText({
 }: ShimmerOverlayTextProps) {
   const [actionVerb, remainder] = splitActionVerb(text)
 
+  // Base classes for single-line truncation with ellipsis
+  const truncateClasses = 'block w-full overflow-hidden text-ellipsis whitespace-nowrap'
+
   // Special tools: use tertiary-2 color for entire text with shimmer
   if (isSpecial) {
     return (
-      <span className={`relative inline-block ${className || ''}`}>
+      <span className={`relative ${truncateClasses} ${className || ''}`}>
         <span className='text-[var(--brand-tertiary-2)]'>{text}</span>
         {active ? (
           <span
@@ -549,7 +626,7 @@ const ShimmerOverlayText = memo(function ShimmerOverlayText({
             className='pointer-events-none absolute inset-0 select-none overflow-hidden'
           >
             <span
-              className='block text-transparent'
+              className='block overflow-hidden text-ellipsis whitespace-nowrap text-transparent'
               style={{
                 backgroundImage:
                   'linear-gradient(90deg, rgba(51,196,129,0) 0%, rgba(255,255,255,0.6) 50%, rgba(51,196,129,0) 100%)',
@@ -580,7 +657,7 @@ const ShimmerOverlayText = memo(function ShimmerOverlayText({
   // Light mode: primary (#2d2d2d) vs muted (#737373) for good contrast
   // Dark mode: tertiary (#b3b3b3) vs muted (#787878) for good contrast
   return (
-    <span className={`relative inline-block ${className || ''}`}>
+    <span className={`relative ${truncateClasses} ${className || ''}`}>
       {actionVerb ? (
         <>
           <span className='text-[var(--text-primary)] dark:text-[var(--text-tertiary)]'>
@@ -597,7 +674,7 @@ const ShimmerOverlayText = memo(function ShimmerOverlayText({
           className='pointer-events-none absolute inset-0 select-none overflow-hidden'
         >
           <span
-            className='block text-transparent'
+            className='block overflow-hidden text-ellipsis whitespace-nowrap text-transparent'
             style={{
               backgroundImage:
                 'linear-gradient(90deg, rgba(255,255,255,0) 0%, rgba(255,255,255,0.85) 50%, rgba(255,255,255,0) 100%)',
@@ -625,8 +702,9 @@ const ShimmerOverlayText = memo(function ShimmerOverlayText({
 })
 
 /**
- * Get the outer collapse header label for completed subagent tools.
- * Uses the tool's UI config.
+ * Gets the collapse header label for completed subagent tools.
+ * @param toolName - The tool name to get the label for
+ * @returns The completion label from UI config, defaults to 'Thought'
  */
 function getSubagentCompletionLabel(toolName: string): string {
   const labels = getSubagentLabelsFromConfig(toolName, false)
@@ -634,8 +712,9 @@ function getSubagentCompletionLabel(toolName: string): string {
 }
 
 /**
- * SubAgentThinkingContent renders subagent blocks as simple thinking text (ThinkingBlock).
- * Used for inline rendering within regular tool calls that have subagent content.
+ * Renders subagent blocks as thinking text within regular tool calls.
+ * @param blocks - The subagent content blocks to render
+ * @param isStreaming - Whether streaming animations should be shown (caller should pre-compute currentMessage check)
  */
 function SubAgentThinkingContent({
   blocks,
@@ -654,14 +733,23 @@ function SubAgentThinkingContent({
     }
   }
 
+  // Extract plan from plan_respond tool call (preferred) or fall back to <plan> tags
+  const { steps: planSteps, isComplete: planComplete } = extractPlanFromBlocks(blocks)
   const allParsed = parseSpecialTags(allRawText)
 
-  if (!cleanText.trim() && !allParsed.plan) return null
+  // Prefer plan_respond tool data over <plan> tags
+  const hasPlan =
+    !!(planSteps && Object.keys(planSteps).length > 0) ||
+    !!(allParsed.plan && Object.keys(allParsed.plan).length > 0)
+  const planToRender = planSteps || allParsed.plan
+  const isPlanStreaming = planSteps ? !planComplete : isStreaming
 
-  const hasSpecialTags = !!(allParsed.plan && Object.keys(allParsed.plan).length > 0)
+  if (!cleanText.trim() && !hasPlan) return null
+
+  const hasSpecialTags = hasPlan
 
   return (
-    <div className='space-y-1.5'>
+    <div className='space-y-[4px]'>
       {cleanText.trim() && (
         <ThinkingBlock
           content={cleanText}
@@ -670,39 +758,34 @@ function SubAgentThinkingContent({
           hasSpecialTags={hasSpecialTags}
         />
       )}
-      {allParsed.plan && Object.keys(allParsed.plan).length > 0 && (
-        <PlanSteps steps={allParsed.plan} streaming={isStreaming} />
-      )}
+      {hasPlan && planToRender && <PlanSteps steps={planToRender} streaming={isPlanStreaming} />}
     </div>
   )
 }
 
-/**
- * Subagents that should collapse when done streaming.
- * Default behavior is to NOT collapse (stay expanded like edit, superagent, info, etc.).
- * Only plan, debug, and research collapse into summary headers.
- */
+/** Subagents that collapse into summary headers when done streaming */
 const COLLAPSIBLE_SUBAGENTS = new Set(['plan', 'debug', 'research'])
 
 /**
- * SubagentContentRenderer handles the rendering of subagent content.
- * - During streaming: Shows content at top level
- * - When done (not streaming): Most subagents stay expanded, only specific ones collapse
- * - Exception: plan, debug, research, info subagents collapse into a header
+ * Handles rendering of subagent content with streaming and collapse behavior.
  */
 const SubagentContentRenderer = memo(function SubagentContentRenderer({
   toolCall,
   shouldCollapse,
+  isCurrentMessage = true,
 }: {
   toolCall: CopilotToolCall
   shouldCollapse: boolean
+  /** Whether this is from the current/latest message. Controls shimmer animations. */
+  isCurrentMessage?: boolean
 }) {
   const [isExpanded, setIsExpanded] = useState(true)
   const [duration, setDuration] = useState(0)
   const startTimeRef = useRef<number>(Date.now())
   const wasStreamingRef = useRef(false)
 
-  const isStreaming = !!toolCall.subAgentStreaming
+  // Only show streaming animations for current message
+  const isStreaming = isCurrentMessage && !!toolCall.subAgentStreaming
 
   useEffect(() => {
     if (isStreaming && !wasStreamingRef.current) {
@@ -744,8 +827,19 @@ const SubagentContentRenderer = memo(function SubagentContentRenderer({
   }
 
   const allParsed = parseSpecialTags(allRawText)
+
+  // Extract plan from plan_respond tool call (preferred) or fall back to <plan> tags
+  const { steps: planSteps, isComplete: planComplete } = extractPlanFromBlocks(
+    toolCall.subAgentBlocks
+  )
+  const hasPlan =
+    !!(planSteps && Object.keys(planSteps).length > 0) ||
+    !!(allParsed.plan && Object.keys(allParsed.plan).length > 0)
+  const planToRender = planSteps || allParsed.plan
+  const isPlanStreaming = planSteps ? !planComplete : isStreaming
+
   const hasSpecialTags = !!(
-    (allParsed.plan && Object.keys(allParsed.plan).length > 0) ||
+    hasPlan ||
     (allParsed.options && Object.keys(allParsed.options).length > 0)
   )
 
@@ -757,8 +851,6 @@ const SubagentContentRenderer = memo(function SubagentContentRenderer({
   const outerLabel = getSubagentCompletionLabel(toolCall.name)
   const durationText = `${outerLabel} for ${formatDuration(duration)}`
 
-  const hasPlan = allParsed.plan && Object.keys(allParsed.plan).length > 0
-
   const renderCollapsibleContent = () => (
     <>
       {segments.map((segment, index) => {
@@ -787,7 +879,11 @@ const SubagentContentRenderer = memo(function SubagentContentRenderer({
           }
           return (
             <div key={`tool-${segment.block.toolCall.id || index}`}>
-              <ToolCall toolCallId={segment.block.toolCall.id} toolCall={segment.block.toolCall} />
+              <ToolCall
+                toolCallId={segment.block.toolCall.id}
+                toolCall={segment.block.toolCall}
+                isCurrentMessage={isCurrentMessage}
+              />
             </div>
           )
         }
@@ -798,9 +894,9 @@ const SubagentContentRenderer = memo(function SubagentContentRenderer({
 
   if (isStreaming || !shouldCollapse) {
     return (
-      <div className='w-full space-y-1.5'>
+      <div className='w-full space-y-[4px]'>
         {renderCollapsibleContent()}
-        {hasPlan && <PlanSteps steps={allParsed.plan!} streaming={isStreaming} />}
+        {hasPlan && planToRender && <PlanSteps steps={planToRender} streaming={isPlanStreaming} />}
       </div>
     )
   }
@@ -825,30 +921,30 @@ const SubagentContentRenderer = memo(function SubagentContentRenderer({
       <div
         className={clsx(
           'overflow-hidden transition-all duration-150 ease-out',
-          isExpanded ? 'mt-1.5 max-h-[5000px] opacity-100' : 'max-h-0 opacity-0'
+          isExpanded ? 'mt-1.5 max-h-[5000px] space-y-[4px] opacity-100' : 'max-h-0 opacity-0'
         )}
       >
         {renderCollapsibleContent()}
       </div>
 
-      {/* Plan stays outside the collapsible */}
-      {hasPlan && <PlanSteps steps={allParsed.plan!} />}
+      {hasPlan && planToRender && (
+        <div className='mt-[6px]'>
+          <PlanSteps steps={planToRender} />
+        </div>
+      )}
     </div>
   )
 })
 
 /**
- * Determines if a tool call is "special" and should display with gradient styling.
- * Uses the tool's UI config.
+ * Determines if a tool call should display with special gradient styling.
  */
 function isSpecialToolCall(toolCall: CopilotToolCall): boolean {
   return isSpecialToolFromConfig(toolCall.name)
 }
 
 /**
- * WorkflowEditSummary shows a full-width summary of workflow edits (like Cursor's diff).
- * Displays: workflow name with stats (+N green, N orange, -N red)
- * Expands inline on click to show individual blocks with their icons.
+ * Displays a summary of workflow edits with added, edited, and deleted blocks.
  */
 const WorkflowEditSummary = memo(function WorkflowEditSummary({
   toolCall,
@@ -1106,9 +1202,7 @@ const WorkflowEditSummary = memo(function WorkflowEditSummary({
   )
 })
 
-/**
- * Checks if a tool is an integration tool (server-side executed, not a client tool)
- */
+/** Checks if a tool is server-side executed (not a client tool) */
 function isIntegrationTool(toolName: string): boolean {
   return !CLASS_TOOL_METADATA[toolName]
 }
@@ -1254,9 +1348,7 @@ function getDisplayName(toolCall: CopilotToolCall): string {
   return `${stateVerb} ${formattedName}`
 }
 
-/**
- * Get verb prefix based on tool state
- */
+/** Gets verb prefix based on tool call state */
 function getStateVerb(state: string): string {
   switch (state) {
     case 'pending':
@@ -1275,8 +1367,7 @@ function getStateVerb(state: string): string {
 }
 
 /**
- * Format tool name for display
- * e.g., "google_calendar_list_events" -> "Google Calendar List Events"
+ * Formats tool name for display (e.g., "google_calendar_list_events" -> "Google Calendar List Events")
  */
 function formatToolName(name: string): string {
   const baseName = name.replace(/_v\d+$/, '')
@@ -1352,7 +1443,7 @@ function RunSkipButtons({
 
   // Standardized buttons for all interrupt tools: Allow, (Always Allow for client tools only), Skip
   return (
-    <div className='mt-1.5 flex gap-[6px]'>
+    <div className='mt-[10px] flex gap-[6px]'>
       <Button onClick={onRun} disabled={isProcessing} variant='tertiary'>
         {isProcessing ? 'Allowing...' : 'Allow'}
       </Button>
@@ -1368,7 +1459,12 @@ function RunSkipButtons({
   )
 }
 
-export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }: ToolCallProps) {
+export function ToolCall({
+  toolCall: toolCallProp,
+  toolCallId,
+  onStateChange,
+  isCurrentMessage = true,
+}: ToolCallProps) {
   const [, forceUpdate] = useState({})
   // Get live toolCall from store to ensure we have the latest state
   const effectiveId = toolCallId || toolCallProp?.id
@@ -1382,9 +1478,7 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
 
   const isExpandablePending =
     toolCall?.state === 'pending' &&
-    (toolCall.name === 'make_api_request' ||
-      toolCall.name === 'set_global_workflow_variables' ||
-      toolCall.name === 'run_workflow')
+    (toolCall.name === 'make_api_request' || toolCall.name === 'set_global_workflow_variables')
 
   const [expanded, setExpanded] = useState(isExpandablePending)
   const [showRemoveAutoAllow, setShowRemoveAutoAllow] = useState(false)
@@ -1412,7 +1506,11 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
   if (
     toolCall.name === 'checkoff_todo' ||
     toolCall.name === 'mark_todo_in_progress' ||
-    toolCall.name === 'tool_search_tool_regex'
+    toolCall.name === 'tool_search_tool_regex' ||
+    toolCall.name === 'user_memory' ||
+    toolCall.name === 'edit_respond' ||
+    toolCall.name === 'debug_respond' ||
+    toolCall.name === 'plan_respond'
   )
     return null
 
@@ -1455,6 +1553,7 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
       <SubagentContentRenderer
         toolCall={toolCall}
         shouldCollapse={COLLAPSIBLE_SUBAGENTS.has(toolCall.name)}
+        isCurrentMessage={isCurrentMessage}
       />
     )
   }
@@ -1483,37 +1582,34 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
   }
   // Check if tool has params table config (meaning it's expandable)
   const hasParamsTable = !!getToolUIConfig(toolCall.name)?.paramsTable
+  const isRunWorkflow = toolCall.name === 'run_workflow'
   const isExpandableTool =
     hasParamsTable ||
     toolCall.name === 'make_api_request' ||
-    toolCall.name === 'set_global_workflow_variables' ||
-    toolCall.name === 'run_workflow'
+    toolCall.name === 'set_global_workflow_variables'
 
-  const showButtons = shouldShowRunSkipButtons(toolCall)
+  const showButtons = isCurrentMessage && shouldShowRunSkipButtons(toolCall)
 
-  // Check UI config for secondary action
+  // Check UI config for secondary action - only show for current message tool calls
   const toolUIConfig = getToolUIConfig(toolCall.name)
   const secondaryAction = toolUIConfig?.secondaryAction
   const showSecondaryAction = secondaryAction?.showInStates.includes(
     toolCall.state as ClientToolCallState
   )
+  const isExecuting =
+    toolCall.state === (ClientToolCallState.executing as any) ||
+    toolCall.state === ('executing' as any)
 
   // Legacy fallbacks for tools that haven't migrated to UI config
   const showMoveToBackground =
-    showSecondaryAction && secondaryAction?.text === 'Move to Background'
-      ? true
-      : !secondaryAction &&
-        toolCall.name === 'run_workflow' &&
-        (toolCall.state === (ClientToolCallState.executing as any) ||
-          toolCall.state === ('executing' as any))
+    isCurrentMessage &&
+    ((showSecondaryAction && secondaryAction?.text === 'Move to Background') ||
+      (!secondaryAction && toolCall.name === 'run_workflow' && isExecuting))
 
   const showWake =
-    showSecondaryAction && secondaryAction?.text === 'Wake'
-      ? true
-      : !secondaryAction &&
-        toolCall.name === 'sleep' &&
-        (toolCall.state === (ClientToolCallState.executing as any) ||
-          toolCall.state === ('executing' as any))
+    isCurrentMessage &&
+    ((showSecondaryAction && secondaryAction?.text === 'Wake') ||
+      (!secondaryAction && toolCall.name === 'sleep' && isExecuting))
 
   const handleStateChange = (state: any) => {
     forceUpdate({})
@@ -1527,6 +1623,8 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
     toolCall.state === ClientToolCallState.pending ||
     toolCall.state === ClientToolCallState.executing
 
+  const shouldShowShimmer = isCurrentMessage && isLoadingState
+
   const isSpecial = isSpecialToolCall(toolCall)
 
   const renderPendingDetails = () => {
@@ -1836,7 +1934,7 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
             </span>
           </div>
           {/* Input entries */}
-          <div className='flex flex-col'>
+          <div className='flex flex-col pt-[6px]'>
             {inputEntries.map(([key, value], index) => {
               const isComplex = isComplexValue(value)
               const displayValue = formatValueForDisplay(value)
@@ -1845,8 +1943,8 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
                 <div
                   key={key}
                   className={clsx(
-                    'flex flex-col gap-1.5 px-[10px] py-[8px]',
-                    index > 0 && 'border-[var(--border-1)] border-t'
+                    'flex flex-col gap-[6px] px-[10px] pb-[6px]',
+                    index > 0 && 'mt-[6px] border-[var(--border-1)] border-t pt-[6px]'
                   )}
                 >
                   {/* Input key */}
@@ -1938,14 +2036,14 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
         <div className={isEnvVarsClickable ? 'cursor-pointer' : ''} onClick={handleEnvVarsClick}>
           <ShimmerOverlayText
             text={displayName}
-            active={isLoadingState}
+            active={shouldShowShimmer}
             isSpecial={isSpecial}
             className='font-[470] font-season text-[var(--text-secondary)] text-sm dark:text-[var(--text-muted)]'
           />
         </div>
-        <div className='mt-1.5'>{renderPendingDetails()}</div>
+        <div className='mt-[10px]'>{renderPendingDetails()}</div>
         {showRemoveAutoAllow && isAutoAllowed && (
-          <div className='mt-1.5'>
+          <div className='mt-[10px]'>
             <Button
               onClick={async () => {
                 await removeAutoAllowedTool(toolCall.name)
@@ -1970,7 +2068,7 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
         {toolCall.subAgentBlocks && toolCall.subAgentBlocks.length > 0 && (
           <SubAgentThinkingContent
             blocks={toolCall.subAgentBlocks}
-            isStreaming={toolCall.subAgentStreaming}
+            isStreaming={isCurrentMessage && toolCall.subAgentStreaming}
           />
         )}
       </div>
@@ -1995,18 +2093,18 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
         >
           <ShimmerOverlayText
             text={displayName}
-            active={isLoadingState}
+            active={shouldShowShimmer}
             isSpecial={isSpecial}
             className='font-[470] font-season text-[var(--text-secondary)] text-sm dark:text-[var(--text-muted)]'
           />
         </div>
         {code && (
-          <div className='mt-1.5'>
+          <div className='mt-[10px]'>
             <Code.Viewer code={code} language='javascript' showGutter className='min-h-0' />
           </div>
         )}
         {showRemoveAutoAllow && isAutoAllowed && (
-          <div className='mt-1.5'>
+          <div className='mt-[10px]'>
             <Button
               onClick={async () => {
                 await removeAutoAllowedTool(toolCall.name)
@@ -2031,14 +2129,14 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
         {toolCall.subAgentBlocks && toolCall.subAgentBlocks.length > 0 && (
           <SubAgentThinkingContent
             blocks={toolCall.subAgentBlocks}
-            isStreaming={toolCall.subAgentStreaming}
+            isStreaming={isCurrentMessage && toolCall.subAgentStreaming}
           />
         )}
       </div>
     )
   }
 
-  const isToolNameClickable = isExpandableTool || isAutoAllowed
+  const isToolNameClickable = (!isRunWorkflow && isExpandableTool) || isAutoAllowed
 
   const handleToolNameClick = () => {
     if (isExpandableTool) {
@@ -2049,6 +2147,7 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
   }
 
   const isEditWorkflow = toolCall.name === 'edit_workflow'
+  const shouldShowDetails = isRunWorkflow || (isExpandableTool && expanded)
   const hasOperations = Array.isArray(params.operations) && params.operations.length > 0
   const hideTextForEditWorkflow = isEditWorkflow && hasOperations
 
@@ -2058,15 +2157,15 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
         <div className={isToolNameClickable ? 'cursor-pointer' : ''} onClick={handleToolNameClick}>
           <ShimmerOverlayText
             text={displayName}
-            active={isLoadingState}
+            active={shouldShowShimmer}
             isSpecial={isSpecial}
             className='font-[470] font-season text-[var(--text-secondary)] text-sm dark:text-[var(--text-muted)]'
           />
         </div>
       )}
-      {isExpandableTool && expanded && <div className='mt-1.5'>{renderPendingDetails()}</div>}
+      {shouldShowDetails && <div className='mt-[10px]'>{renderPendingDetails()}</div>}
       {showRemoveAutoAllow && isAutoAllowed && (
-        <div className='mt-1.5'>
+        <div className='mt-[10px]'>
           <Button
             onClick={async () => {
               await removeAutoAllowedTool(toolCall.name)
@@ -2087,7 +2186,7 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
           editedParams={editedParams}
         />
       ) : showMoveToBackground ? (
-        <div className='mt-1.5'>
+        <div className='mt-[10px]'>
           <Button
             onClick={async () => {
               try {
@@ -2108,7 +2207,7 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
           </Button>
         </div>
       ) : showWake ? (
-        <div className='mt-1.5'>
+        <div className='mt-[10px]'>
           <Button
             onClick={async () => {
               try {
@@ -2141,7 +2240,7 @@ export function ToolCall({ toolCall: toolCallProp, toolCallId, onStateChange }:
       {toolCall.subAgentBlocks && toolCall.subAgentBlocks.length > 0 && (
         <SubAgentThinkingContent
           blocks={toolCall.subAgentBlocks}
-          isStreaming={toolCall.subAgentStreaming}
+          isStreaming={isCurrentMessage && toolCall.subAgentStreaming}
         />
       )}
     </div>

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/attached-files-display/index.ts

@@ -0,0 +1 @@
+export * from './attached-files-display'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/bottom-controls/bottom-controls.tsx

@@ -0,0 +1,127 @@
+'use client'
+
+import { ArrowUp, Image, Loader2 } from 'lucide-react'
+import { Badge, Button } from '@/components/emcn'
+import { cn } from '@/lib/core/utils/cn'
+import { ModeSelector } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/mode-selector/mode-selector'
+import { ModelSelector } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/model-selector/model-selector'
+
+interface BottomControlsProps {
+  mode: 'ask' | 'build' | 'plan'
+  onModeChange?: (mode: 'ask' | 'build' | 'plan') => void
+  selectedModel: string
+  onModelSelect: (model: string) => void
+  isNearTop: boolean
+  disabled: boolean
+  hideModeSelector: boolean
+  canSubmit: boolean
+  isLoading: boolean
+  isAborting: boolean
+  showAbortButton: boolean
+  onSubmit: () => void
+  onAbort: () => void
+  onFileSelect: () => void
+}
+
+/**
+ * Bottom controls section of the user input
+ * Contains mode selector, model selector, file attachment button, and submit/abort buttons
+ */
+export function BottomControls({
+  mode,
+  onModeChange,
+  selectedModel,
+  onModelSelect,
+  isNearTop,
+  disabled,
+  hideModeSelector,
+  canSubmit,
+  isLoading,
+  isAborting,
+  showAbortButton,
+  onSubmit,
+  onAbort,
+  onFileSelect,
+}: BottomControlsProps) {
+  return (
+    <div className='flex items-center justify-between gap-2'>
+      {/* Left side: Mode Selector + Model Selector */}
+      <div className='flex min-w-0 flex-1 items-center gap-[8px]'>
+        {!hideModeSelector && (
+          <ModeSelector
+            mode={mode}
+            onModeChange={onModeChange}
+            isNearTop={isNearTop}
+            disabled={disabled}
+          />
+        )}
+
+        <ModelSelector
+          selectedModel={selectedModel}
+          isNearTop={isNearTop}
+          onModelSelect={onModelSelect}
+        />
+      </div>
+
+      {/* Right side: Attach Button + Send Button */}
+      <div className='flex flex-shrink-0 items-center gap-[10px]'>
+        <Badge
+          onClick={onFileSelect}
+          title='Attach file'
+          className={cn(
+            'cursor-pointer rounded-[6px] border-0 bg-transparent p-[0px] dark:bg-transparent',
+            disabled && 'cursor-not-allowed opacity-50'
+          )}
+        >
+          <Image className='!h-3.5 !w-3.5 scale-x-110' />
+        </Badge>
+
+        {showAbortButton ? (
+          <Button
+            onClick={onAbort}
+            disabled={isAborting}
+            className={cn(
+              'h-[20px] w-[20px] rounded-full border-0 p-0 transition-colors',
+              !isAborting
+                ? 'bg-[var(--c-383838)] hover:bg-[var(--c-575757)] dark:bg-[var(--c-E0E0E0)] dark:hover:bg-[var(--c-CFCFCF)]'
+                : 'bg-[var(--c-383838)] dark:bg-[var(--c-E0E0E0)]'
+            )}
+            title='Stop generation'
+          >
+            {isAborting ? (
+              <Loader2 className='block h-[13px] w-[13px] animate-spin text-white dark:text-black' />
+            ) : (
+              <svg
+                className='block h-[13px] w-[13px] fill-white dark:fill-black'
+                viewBox='0 0 24 24'
+                xmlns='http://www.w3.org/2000/svg'
+              >
+                <rect x='4' y='4' width='16' height='16' rx='3' ry='3' />
+              </svg>
+            )}
+          </Button>
+        ) : (
+          <Button
+            onClick={onSubmit}
+            disabled={!canSubmit}
+            className={cn(
+              'h-[22px] w-[22px] rounded-full border-0 p-0 transition-colors',
+              canSubmit
+                ? 'bg-[var(--c-383838)] hover:bg-[var(--c-575757)] dark:bg-[var(--c-E0E0E0)] dark:hover:bg-[var(--c-CFCFCF)]'
+                : 'bg-[var(--c-808080)] dark:bg-[var(--c-808080)]'
+            )}
+          >
+            {isLoading ? (
+              <Loader2 className='block h-3.5 w-3.5 animate-spin text-white dark:text-black' />
+            ) : (
+              <ArrowUp
+                className='block h-3.5 w-3.5 text-white dark:text-black'
+                strokeWidth={2.25}
+              />
+            )}
+          </Button>
+        )}
+      </div>
+    </div>
+  )
+}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/bottom-controls/index.ts

@@ -0,0 +1 @@
+export * from './bottom-controls'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/context-pills/index.ts

@@ -0,0 +1 @@
+export * from './context-pills'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/index.ts

@@ -1,6 +1,7 @@
-export { AttachedFilesDisplay } from './attached-files-display/attached-files-display'
-export { ContextPills } from './context-pills/context-pills'
-export { type MentionFolderNav, MentionMenu } from './mention-menu/mention-menu'
-export { ModeSelector } from './mode-selector/mode-selector'
-export { ModelSelector } from './model-selector/model-selector'
-export { type SlashFolderNav, SlashMenu } from './slash-menu/slash-menu'
+export { AttachedFilesDisplay } from './attached-files-display'
+export { BottomControls } from './bottom-controls'
+export { ContextPills } from './context-pills'
+export { type MentionFolderNav, MentionMenu } from './mention-menu'
+export { ModeSelector } from './mode-selector'
+export { ModelSelector } from './model-selector'
+export { type SlashFolderNav, SlashMenu } from './slash-menu'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/mention-menu/index.ts

@@ -0,0 +1 @@
+export * from './mention-menu'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/mode-selector/index.ts

@@ -0,0 +1 @@
+export * from './mode-selector'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/model-selector/index.ts

@@ -0,0 +1 @@
+export * from './model-selector'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components/slash-menu/index.ts

@@ -0,0 +1 @@
+export * from './slash-menu'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/hooks/use-context-management.ts

@@ -1,5 +1,6 @@
 import { useCallback, useEffect, useRef, useState } from 'react'
 import {
+  escapeRegex,
   filterOutContext,
   isContextAlreadySelected,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/utils'
@@ -22,9 +23,6 @@ interface UseContextManagementProps {
 export function useContextManagement({ message, initialContexts }: UseContextManagementProps) {
   const [selectedContexts, setSelectedContexts] = useState<ChatContext[]>(initialContexts ?? [])
   const initializedRef = useRef(false)
-  const escapeRegex = useCallback((value: string) => {
-    return value.replace(/[.*+?^${}()|[\]\\]/g, '\\$&')
-  }, [])
 
   // Initialize with initial contexts when they're first provided (for edit mode)
   useEffect(() => {

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/index.ts

@@ -0,0 +1 @@
+export * from './user-input'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/user-input.tsx

@@ -9,19 +9,19 @@ import {
   useState,
 } from 'react'
 import { createLogger } from '@sim/logger'
-import { ArrowUp, AtSign, Image, Loader2 } from 'lucide-react'
+import { AtSign } from 'lucide-react'
 import { useParams } from 'next/navigation'
 import { createPortal } from 'react-dom'
 import { Badge, Button, Textarea } from '@/components/emcn'
 import { useSession } from '@/lib/auth/auth-client'
+import type { CopilotModelId } from '@/lib/copilot/models'
 import { cn } from '@/lib/core/utils/cn'
 import {
   AttachedFilesDisplay,
+  BottomControls,
   ContextPills,
   type MentionFolderNav,
   MentionMenu,
-  ModelSelector,
-  ModeSelector,
   type SlashFolderNav,
   SlashMenu,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/components'
@@ -44,6 +44,10 @@ import {
   useTextareaAutoResize,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/hooks'
 import type { MessageFileAttachment } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/hooks/use-file-attachments'
+import {
+  computeMentionHighlightRanges,
+  extractContextTokens,
+} from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/utils'
 import type { ChatContext } from '@/stores/panel'
 import { useCopilotStore } from '@/stores/panel'
 
@@ -263,7 +267,6 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
 
       if (q && q.length > 0) {
         void mentionData.ensurePastChatsLoaded()
-        // workflows and workflow-blocks auto-load from stores
         void mentionData.ensureKnowledgeLoaded()
         void mentionData.ensureBlocksLoaded()
         void mentionData.ensureTemplatesLoaded()
@@ -306,7 +309,7 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
             size: f.size,
           }))
 
-        onSubmit(trimmedMessage, fileAttachmentsForApi, contextManagement.selectedContexts as any)
+        onSubmit(trimmedMessage, fileAttachmentsForApi, contextManagement.selectedContexts)
 
         const shouldClearInput = clearOnSubmit && !options.preserveInput && !overrideMessage
         if (shouldClearInput) {
@@ -657,7 +660,7 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
 
     const handleModelSelect = useCallback(
       (model: string) => {
-        setSelectedModel(model as any)
+        setSelectedModel(model as CopilotModelId)
       },
       [setSelectedModel]
     )
@@ -677,15 +680,17 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
         return <span>{displayText}</span>
       }
 
-      const elements: React.ReactNode[] = []
-      const ranges = mentionTokensWithContext.computeMentionRanges()
+      const tokens = extractContextTokens(contexts)
+      const ranges = computeMentionHighlightRanges(message, tokens)
 
       if (ranges.length === 0) {
         const displayText = message.endsWith('\n') ? `${message}\u200B` : message
         return <span>{displayText}</span>
       }
 
+      const elements: React.ReactNode[] = []
       let lastIndex = 0
+
       for (let i = 0; i < ranges.length; i++) {
         const range = ranges[i]
 
@@ -694,13 +699,12 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
           elements.push(<span key={`text-${i}-${lastIndex}-${range.start}`}>{before}</span>)
         }
 
-        const mentionText = message.slice(range.start, range.end)
         elements.push(
           <span
             key={`mention-${i}-${range.start}-${range.end}`}
             className='rounded-[4px] bg-[rgba(50,189,126,0.65)] py-[1px]'
           >
-            {mentionText}
+            {range.token}
           </span>
         )
         lastIndex = range.end
@@ -713,7 +717,7 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
       }
 
       return elements.length > 0 ? elements : <span>{'\u00A0'}</span>
-    }, [message, contextManagement.selectedContexts, mentionTokensWithContext])
+    }, [message, contextManagement.selectedContexts])
 
     return (
       <div
@@ -855,87 +859,22 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
           </div>
 
           {/* Bottom Row: Mode Selector + Model Selector + Attach Button + Send Button */}
-          <div className='flex items-center justify-between gap-2'>
-            {/* Left side: Mode Selector + Model Selector */}
-            <div className='flex min-w-0 flex-1 items-center gap-[8px]'>
-              {!hideModeSelector && (
-                <ModeSelector
-                  mode={mode}
-                  onModeChange={onModeChange}
-                  isNearTop={isNearTop}
-                  disabled={disabled}
-                />
-              )}
-
-              <ModelSelector
-                selectedModel={selectedModel}
-                isNearTop={isNearTop}
-                onModelSelect={handleModelSelect}
-              />
-            </div>
-
-            {/* Right side: Attach Button + Send Button */}
-            <div className='flex flex-shrink-0 items-center gap-[10px]'>
-              <Badge
-                onClick={fileAttachments.handleFileSelect}
-                title='Attach file'
-                className={cn(
-                  'cursor-pointer rounded-[6px] border-0 bg-transparent p-[0px] dark:bg-transparent',
-                  disabled && 'cursor-not-allowed opacity-50'
-                )}
-              >
-                <Image className='!h-3.5 !w-3.5 scale-x-110' />
-              </Badge>
-
-              {showAbortButton ? (
-                <Button
-                  onClick={handleAbort}
-                  disabled={isAborting}
-                  className={cn(
-                    'h-[20px] w-[20px] rounded-full border-0 p-0 transition-colors',
-                    !isAborting
-                      ? 'bg-[var(--c-383838)] hover:bg-[var(--c-575757)] dark:bg-[var(--c-E0E0E0)] dark:hover:bg-[var(--c-CFCFCF)]'
-                      : 'bg-[var(--c-383838)] dark:bg-[var(--c-E0E0E0)]'
-                  )}
-                  title='Stop generation'
-                >
-                  {isAborting ? (
-                    <Loader2 className='block h-[13px] w-[13px] animate-spin text-white dark:text-black' />
-                  ) : (
-                    <svg
-                      className='block h-[13px] w-[13px] fill-white dark:fill-black'
-                      viewBox='0 0 24 24'
-                      xmlns='http://www.w3.org/2000/svg'
-                    >
-                      <rect x='4' y='4' width='16' height='16' rx='3' ry='3' />
-                    </svg>
-                  )}
-                </Button>
-              ) : (
-                <Button
-                  onClick={() => {
-                    void handleSubmit()
-                  }}
-                  disabled={!canSubmit}
-                  className={cn(
-                    'h-[22px] w-[22px] rounded-full border-0 p-0 transition-colors',
-                    canSubmit
-                      ? 'bg-[var(--c-383838)] hover:bg-[var(--c-575757)] dark:bg-[var(--c-E0E0E0)] dark:hover:bg-[var(--c-CFCFCF)]'
-                      : 'bg-[var(--c-808080)] dark:bg-[var(--c-808080)]'
-                  )}
-                >
-                  {isLoading ? (
-                    <Loader2 className='block h-3.5 w-3.5 animate-spin text-white dark:text-black' />
-                  ) : (
-                    <ArrowUp
-                      className='block h-3.5 w-3.5 text-white dark:text-black'
-                      strokeWidth={2.25}
-                    />
-                  )}
-                </Button>
-              )}
-            </div>
-          </div>
+          <BottomControls
+            mode={mode}
+            onModeChange={onModeChange}
+            selectedModel={selectedModel}
+            onModelSelect={handleModelSelect}
+            isNearTop={isNearTop}
+            disabled={disabled}
+            hideModeSelector={hideModeSelector}
+            canSubmit={canSubmit}
+            isLoading={isLoading}
+            isAborting={isAborting}
+            showAbortButton={Boolean(showAbortButton)}
+            onSubmit={() => void handleSubmit()}
+            onAbort={handleAbort}
+            onFileSelect={fileAttachments.handleFileSelect}
+          />
 
           {/* Hidden File Input - enabled during streaming so users can prepare images for the next message */}
           <input

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/utils.ts

@@ -1,3 +1,4 @@
+import type { ReactNode } from 'react'
 import {
   FOLDER_CONFIGS,
   type MentionFolderId,
@@ -5,6 +6,102 @@ import {
 import type { MentionDataReturn } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/hooks/use-mention-data'
 import type { ChatContext } from '@/stores/panel'
 
+/**
+ * Escapes special regex characters in a string
+ * @param value - String to escape
+ * @returns Escaped string safe for use in RegExp
+ */
+export function escapeRegex(value: string): string {
+  return value.replace(/[.*+?^${}()|[\]\\]/g, '\\$&')
+}
+
+/**
+ * Extracts mention tokens from contexts for display/matching
+ * Filters out current_workflow contexts and builds prefixed labels
+ * @param contexts - Array of chat contexts
+ * @returns Array of prefixed token strings (e.g., "@workflow", "/web")
+ */
+export function extractContextTokens(contexts: ChatContext[]): string[] {
+  return contexts
+    .filter((c) => c.kind !== 'current_workflow' && c.label)
+    .map((c) => {
+      const prefix = c.kind === 'slash_command' ? '/' : '@'
+      return `${prefix}${c.label}`
+    })
+}
+
+/**
+ * Mention range for text highlighting
+ */
+export interface MentionHighlightRange {
+  start: number
+  end: number
+  token: string
+}
+
+/**
+ * Computes mention ranges in text for highlighting
+ * @param text - Text to search
+ * @param tokens - Prefixed tokens to find (e.g., "@workflow", "/web")
+ * @returns Array of ranges with start, end, and matched token
+ */
+export function computeMentionHighlightRanges(
+  text: string,
+  tokens: string[]
+): MentionHighlightRange[] {
+  if (!tokens.length || !text) return []
+
+  const pattern = new RegExp(`(${tokens.map(escapeRegex).join('|')})`, 'g')
+  const ranges: MentionHighlightRange[] = []
+  let match: RegExpExecArray | null
+
+  while ((match = pattern.exec(text)) !== null) {
+    ranges.push({
+      start: match.index,
+      end: match.index + match[0].length,
+      token: match[0],
+    })
+  }
+
+  return ranges
+}
+
+/**
+ * Builds React nodes with highlighted mention tokens
+ * @param text - Text to render
+ * @param contexts - Chat contexts to highlight
+ * @param createHighlightSpan - Function to create highlighted span element
+ * @returns Array of React nodes with highlighted mentions
+ */
+export function buildMentionHighlightNodes(
+  text: string,
+  contexts: ChatContext[],
+  createHighlightSpan: (token: string, key: string) => ReactNode
+): ReactNode[] {
+  const tokens = extractContextTokens(contexts)
+  if (!tokens.length) return [text]
+
+  const ranges = computeMentionHighlightRanges(text, tokens)
+  if (!ranges.length) return [text]
+
+  const nodes: ReactNode[] = []
+  let lastIndex = 0
+
+  for (const range of ranges) {
+    if (range.start > lastIndex) {
+      nodes.push(text.slice(lastIndex, range.start))
+    }
+    nodes.push(createHighlightSpan(range.token, `mention-${range.start}-${range.end}`))
+    lastIndex = range.end
+  }
+
+  if (lastIndex < text.length) {
+    nodes.push(text.slice(lastIndex))
+  }
+
+  return nodes
+}
+
 /**
  * Gets the data array for a folder ID from mentionData.
  * Uses FOLDER_CONFIGS as the source of truth for key mapping.

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/welcome/index.ts

@@ -0,0 +1 @@
+export * from './welcome'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/welcome/welcome.tsx

@@ -2,9 +2,7 @@
 
 import { Button } from '@/components/emcn'
 
-/**
- * Props for the CopilotWelcome component
- */
+/** Props for the Welcome component */
 interface WelcomeProps {
   /** Callback when a suggested question is clicked */
   onQuestionClick?: (question: string) => void
@@ -12,13 +10,7 @@ interface WelcomeProps {
   mode?: 'ask' | 'build' | 'plan'
 }
 
-/**
- * Welcome screen component for the copilot
- * Displays suggested questions and capabilities based on current mode
- *
- * @param props - Component props
- * @returns Welcome screen UI
- */
+/** Welcome screen displaying suggested questions based on current mode */
 export function Welcome({ onQuestionClick, mode = 'ask' }: WelcomeProps) {
   const capabilities =
     mode === 'build'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/copilot.tsx

@@ -24,6 +24,7 @@ import {
 import { Trash } from '@/components/emcn/icons/trash'
 import { cn } from '@/lib/core/utils/cn'
 import {
+  ChatHistorySkeleton,
   CopilotMessage,
   PlanModeSection,
   QueuedMessages,
@@ -40,6 +41,7 @@ import {
   useTodoManagement,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/hooks'
 import { useScrollManagement } from '@/app/workspace/[workspaceId]/w/[workflowId]/hooks'
+import type { ChatContext } from '@/stores/panel'
 import { useCopilotStore } from '@/stores/panel'
 import { useWorkflowRegistry } from '@/stores/workflows/registry/store'
 
@@ -74,10 +76,12 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
   const copilotContainerRef = useRef<HTMLDivElement>(null)
   const cancelEditCallbackRef = useRef<(() => void) | null>(null)
   const [editingMessageId, setEditingMessageId] = useState<string | null>(null)
-  const [isEditingMessage, setIsEditingMessage] = useState(false)
   const [revertingMessageId, setRevertingMessageId] = useState<string | null>(null)
   const [isHistoryDropdownOpen, setIsHistoryDropdownOpen] = useState(false)
 
+  // Derived state - editing when there's an editingMessageId
+  const isEditingMessage = editingMessageId !== null
+
   const { activeWorkflowId } = useWorkflowRegistry()
 
   const {
@@ -106,9 +110,9 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     areChatsFresh,
     workflowId: copilotWorkflowId,
     setPlanTodos,
+    closePlanTodos,
     clearPlanArtifact,
     savePlanArtifact,
-    setSelectedModel,
     loadAutoAllowedTools,
   } = useCopilotStore()
 
@@ -126,7 +130,7 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
 
   // Handle scroll management (80px stickiness for copilot)
   const { scrollAreaRef, scrollToBottom } = useScrollManagement(messages, isSendingMessage, {
-    stickinessThreshold: 80,
+    stickinessThreshold: 40,
   })
 
   // Handle chat history grouping
@@ -146,15 +150,10 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     isSendingMessage,
     showPlanTodos,
     planTodos,
-    setPlanTodos,
   })
 
-  /**
-   * Get markdown content for design document section
-   * Available in all modes once created
-   */
+  /** Gets markdown content for design document section (available in all modes once created) */
   const designDocumentContent = useMemo(() => {
-    // Use streaming content if available
     if (streamingPlanContent) {
       logger.info('[DesignDocument] Using streaming plan content', {
         contentLength: streamingPlanContent.length,
@@ -165,9 +164,7 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     return ''
   }, [streamingPlanContent])
 
-  /**
-   * Helper function to focus the copilot input
-   */
+  /** Focuses the copilot input */
   const focusInput = useCallback(() => {
     userInputRef.current?.focus()
   }, [])
@@ -181,20 +178,14 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     currentInputValue: inputValue,
   })
 
-  /**
-   * Auto-scroll to bottom when chat loads in
-   */
+  /** Auto-scrolls to bottom when chat loads */
   useEffect(() => {
     if (isInitialized && messages.length > 0) {
       scrollToBottom()
     }
   }, [isInitialized, messages.length, scrollToBottom])
 
-  /**
-   * Cleanup on component unmount (page refresh, navigation, etc.)
-   * Uses a ref to track sending state to avoid stale closure issues
-   * Note: Parent workflow.tsx also has useStreamCleanup for page-level cleanup
-   */
+  /** Cleanup on unmount - aborts active streaming. Uses refs to avoid stale closures */
   const isSendingRef = useRef(isSendingMessage)
   isSendingRef.current = isSendingMessage
   const abortMessageRef = useRef(abortMessage)
@@ -202,19 +193,15 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
 
   useEffect(() => {
     return () => {
-      // Use refs to check current values, not stale closure values
       if (isSendingRef.current) {
         abortMessageRef.current()
         logger.info('Aborted active message streaming due to component unmount')
       }
     }
-    // Empty deps - only run cleanup on actual unmount, not on re-renders
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [])
 
-  /**
-   * Container-level click capture to cancel edit mode when clicking outside the current edit area
-   */
+  /** Cancels edit mode when clicking outside the current edit area */
   const handleCopilotClickCapture = useCallback(
     (event: ReactMouseEvent<HTMLDivElement>) => {
       if (!isEditingMessage) return
@@ -243,10 +230,7 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     [isEditingMessage, editingMessageId]
   )
 
-  /**
-   * Handles creating a new chat session
-   * Focuses the input after creation
-   */
+  /** Creates a new chat session and focuses the input */
   const handleStartNewChat = useCallback(() => {
     createNewChat()
     logger.info('Started new chat')
@@ -256,10 +240,7 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     }, 100)
   }, [createNewChat])
 
-  /**
-   * Sets the input value and focuses the textarea
-   * @param value - The value to set in the input
-   */
+  /** Sets the input value and focuses the textarea */
   const handleSetInputValueAndFocus = useCallback(
     (value: string) => {
       setInputValue(value)
@@ -270,7 +251,7 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     [setInputValue]
   )
 
-  // Expose functions to parent
+  /** Exposes imperative functions to parent */
   useImperativeHandle(
     ref,
     () => ({
@@ -281,10 +262,7 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     [handleStartNewChat, handleSetInputValueAndFocus, focusInput]
   )
 
-  /**
-   * Handles aborting the current message streaming
-   * Collapses todos if they are currently shown
-   */
+  /** Aborts current message streaming and collapses todos if shown */
   const handleAbort = useCallback(() => {
     abortMessage()
     if (showPlanTodos) {
@@ -292,20 +270,20 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     }
   }, [abortMessage, showPlanTodos])
 
-  /**
-   * Handles message submission to the copilot
-   * @param query - The message text to send
-   * @param fileAttachments - Optional file attachments
-   * @param contexts - Optional context references
-   */
+  /** Closes the plan todos section and clears the todos */
+  const handleClosePlanTodos = useCallback(() => {
+    closePlanTodos()
+    setPlanTodos([])
+  }, [closePlanTodos, setPlanTodos])
+
+  /** Handles message submission to the copilot */
   const handleSubmit = useCallback(
-    async (query: string, fileAttachments?: MessageFileAttachment[], contexts?: any[]) => {
+    async (query: string, fileAttachments?: MessageFileAttachment[], contexts?: ChatContext[]) => {
       // Allow submission even when isSendingMessage - store will queue the message
       if (!query || !activeWorkflowId) return
 
       if (showPlanTodos) {
-        const store = useCopilotStore.getState()
-        store.setPlanTodos([])
+        setPlanTodos([])
       }
 
       try {
@@ -319,37 +297,25 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
         logger.error('Failed to send message:', error)
       }
     },
-    [activeWorkflowId, sendMessage, showPlanTodos]
+    [activeWorkflowId, sendMessage, showPlanTodos, setPlanTodos]
   )
 
-  /**
-   * Handles message edit mode changes
-   * @param messageId - ID of the message being edited
-   * @param isEditing - Whether edit mode is active
-   */
+  /** Handles message edit mode changes */
   const handleEditModeChange = useCallback(
     (messageId: string, isEditing: boolean, cancelCallback?: () => void) => {
       setEditingMessageId(isEditing ? messageId : null)
-      setIsEditingMessage(isEditing)
       cancelEditCallbackRef.current = isEditing ? cancelCallback || null : null
       logger.info('Edit mode changed', { messageId, isEditing, willDimMessages: isEditing })
     },
     []
   )
 
-  /**
-   * Handles checkpoint revert mode changes
-   * @param messageId - ID of the message being reverted
-   * @param isReverting - Whether revert mode is active
-   */
+  /** Handles checkpoint revert mode changes */
   const handleRevertModeChange = useCallback((messageId: string, isReverting: boolean) => {
     setRevertingMessageId(isReverting ? messageId : null)
   }, [])
 
-  /**
-   * Handles chat deletion
-   * @param chatId - ID of the chat to delete
-   */
+  /** Handles chat deletion */
   const handleDeleteChat = useCallback(
     async (chatId: string) => {
       try {
@@ -361,38 +327,15 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     [deleteChat]
   )
 
-  /**
-   * Handles history dropdown opening state
-   * Loads chats if needed when dropdown opens (non-blocking)
-   * @param open - Whether the dropdown is open
-   */
+  /** Handles history dropdown opening state, loads chats if needed (non-blocking) */
   const handleHistoryDropdownOpen = useCallback(
     (open: boolean) => {
       setIsHistoryDropdownOpen(open)
-      // Fire hook without awaiting - prevents blocking and state issues
       handleHistoryDropdownOpenHook(open)
     },
     [handleHistoryDropdownOpenHook]
   )
 
-  /**
-   * Skeleton loading component for chat history
-   */
-  const ChatHistorySkeleton = () => (
-    <>
-      <PopoverSection>
-        <div className='h-3 w-12 animate-pulse rounded bg-muted/40' />
-      </PopoverSection>
-      <div className='flex flex-col gap-0.5'>
-        {[1, 2, 3].map((i) => (
-          <div key={i} className='flex h-[25px] items-center px-[6px]'>
-            <div className='h-3 w-full animate-pulse rounded bg-muted/40' />
-          </div>
-        ))}
-      </div>
-    </>
-  )
-
   return (
     <>
       <div
@@ -531,21 +474,18 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
                     className='h-full overflow-y-auto overflow-x-hidden px-[8px]'
                   >
                     <div
-                      className={`w-full max-w-full space-y-4 overflow-hidden py-[8px] ${
+                      className={`w-full max-w-full space-y-[8px] overflow-hidden py-[8px] ${
                         showPlanTodos && planTodos.length > 0 ? 'pb-14' : 'pb-10'
                       }`}
                     >
                       {messages.map((message, index) => {
-                        // Determine if this message should be dimmed
                         let isDimmed = false
 
-                        // Dim messages after the one being edited
                         if (editingMessageId) {
                           const editingIndex = messages.findIndex((m) => m.id === editingMessageId)
                           isDimmed = editingIndex !== -1 && index > editingIndex
                         }
 
-                        // Also dim messages after the one showing restore confirmation
                         if (!isDimmed && revertingMessageId) {
                           const revertingIndex = messages.findIndex(
                             (m) => m.id === revertingMessageId
@@ -553,7 +493,6 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
                           isDimmed = revertingIndex !== -1 && index > revertingIndex
                         }
 
-                        // Get checkpoint count for this message to force re-render when it changes
                         const checkpointCount = messageCheckpoints[message.id]?.length || 0
 
                         return (
@@ -588,11 +527,7 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
                       <TodoList
                         todos={planTodos}
                         collapsed={todosCollapsed}
-                        onClose={() => {
-                          const store = useCopilotStore.getState()
-                          store.closePlanTodos?.()
-                          useCopilotStore.setState({ planTodos: [] })
-                        }}
+                        onClose={handleClosePlanTodos}
                       />
                     </div>
                   )}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/hooks/use-chat-history.ts

@@ -24,9 +24,7 @@ export function useChatHistory(props: UseChatHistoryProps) {
   const { chats, activeWorkflowId, copilotWorkflowId, loadChats, areChatsFresh, isSendingMessage } =
     props
 
-  /**
-   * Groups chats by time period (Today, Yesterday, This Week, etc.)
-   */
+  /** Groups chats by time period (Today, Yesterday, This Week, etc.) */
   const groupedChats = useMemo(() => {
     if (!activeWorkflowId || copilotWorkflowId !== activeWorkflowId || chats.length === 0) {
       return []
@@ -68,18 +66,21 @@ export function useChatHistory(props: UseChatHistoryProps) {
       }
     })
 
+    for (const groupName of Object.keys(groups)) {
+      groups[groupName].sort((a, b) => {
+        const dateA = new Date(a.updatedAt).getTime()
+        const dateB = new Date(b.updatedAt).getTime()
+        return dateB - dateA
+      })
+    }
+
     return Object.entries(groups).filter(([, chats]) => chats.length > 0)
   }, [chats, activeWorkflowId, copilotWorkflowId])
 
-  /**
-   * Handles history dropdown opening and loads chats if needed
-   * Does not await loading - fires in background to avoid blocking UI
-   */
+  /** Handles history dropdown opening and loads chats if needed (non-blocking) */
   const handleHistoryDropdownOpen = useCallback(
     (open: boolean) => {
-      // Only load if opening dropdown AND we don't have fresh chats AND not streaming
       if (open && activeWorkflowId && !isSendingMessage && !areChatsFresh(activeWorkflowId)) {
-        // Fire in background, don't await - same pattern as old panel
         loadChats(false).catch((error) => {
           logger.error('Failed to load chat history:', error)
         })

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/hooks/use-copilot-initialization.ts

@@ -38,11 +38,7 @@ export function useCopilotInitialization(props: UseCopilotInitializationProps) {
   const lastWorkflowIdRef = useRef<string | null>(null)
   const hasMountedRef = useRef(false)
 
-  /**
-   * Initialize on mount - only load chats if needed, don't force refresh
-   * This prevents unnecessary reloads when the component remounts (e.g., hot reload)
-   * Never loads during message streaming to prevent interrupting active conversations
-   */
+  /** Initialize on mount - loads chats if needed. Never loads during streaming */
   useEffect(() => {
     if (activeWorkflowId && !hasMountedRef.current && !isSendingMessage) {
       hasMountedRef.current = true
@@ -50,19 +46,12 @@ export function useCopilotInitialization(props: UseCopilotInitializationProps) {
       lastWorkflowIdRef.current = null
 
       setCopilotWorkflowId(activeWorkflowId)
-      // Use false to let the store decide if a reload is needed based on cache
       loadChats(false)
     }
   }, [activeWorkflowId, setCopilotWorkflowId, loadChats, isSendingMessage])
 
-  /**
-   * Initialize the component - only on mount and genuine workflow changes
-   * Prevents re-initialization on every render or tab switch
-   * Never reloads during message streaming to preserve active conversations
-   */
+  /** Handles genuine workflow changes, preventing re-init on every render */
   useEffect(() => {
-    // Handle genuine workflow changes (not initial mount, not same workflow)
-    // Only reload if not currently streaming to avoid interrupting conversations
     if (
       activeWorkflowId &&
       activeWorkflowId !== lastWorkflowIdRef.current &&
@@ -80,7 +69,23 @@ export function useCopilotInitialization(props: UseCopilotInitializationProps) {
       loadChats(false)
     }
 
-    // Mark as initialized when chats are loaded for the active workflow
+    if (
+      activeWorkflowId &&
+      !isLoadingChats &&
+      chatsLoadedForWorkflow !== null &&
+      chatsLoadedForWorkflow !== activeWorkflowId &&
+      !isSendingMessage
+    ) {
+      logger.info('Chats loaded for wrong workflow, reloading', {
+        loaded: chatsLoadedForWorkflow,
+        active: activeWorkflowId,
+      })
+      setIsInitialized(false)
+      lastWorkflowIdRef.current = activeWorkflowId
+      setCopilotWorkflowId(activeWorkflowId)
+      loadChats(false)
+    }
+
     if (
       activeWorkflowId &&
       !isLoadingChats &&
@@ -100,9 +105,7 @@ export function useCopilotInitialization(props: UseCopilotInitializationProps) {
     isSendingMessage,
   ])
 
-  /**
-   * Load auto-allowed tools once on mount
-   */
+  /** Load auto-allowed tools once on mount */
   const hasLoadedAutoAllowedToolsRef = useRef(false)
   useEffect(() => {
     if (hasMountedRef.current && !hasLoadedAutoAllowedToolsRef.current) {

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/hooks/use-todo-management.ts

@@ -6,7 +6,6 @@ interface UseTodoManagementProps {
   isSendingMessage: boolean
   showPlanTodos: boolean
   planTodos: Array<{ id: string; content: string; completed?: boolean }>
-  setPlanTodos: (todos: any[]) => void
 }
 
 /**
@@ -16,14 +15,12 @@ interface UseTodoManagementProps {
  * @returns Todo management utilities
  */
 export function useTodoManagement(props: UseTodoManagementProps) {
-  const { isSendingMessage, showPlanTodos, planTodos, setPlanTodos } = props
+  const { isSendingMessage, showPlanTodos, planTodos } = props
 
   const [todosCollapsed, setTodosCollapsed] = useState(false)
   const wasSendingRef = useRef(false)
 
-  /**
-   * Auto-collapse todos when stream completes. Do not prune items.
-   */
+  /** Auto-collapse todos when stream completes */
   useEffect(() => {
     if (wasSendingRef.current && !isSendingMessage && showPlanTodos) {
       setTodosCollapsed(true)
@@ -31,9 +28,7 @@ export function useTodoManagement(props: UseTodoManagementProps) {
     wasSendingRef.current = isSendingMessage
   }, [isSendingMessage, showPlanTodos])
 
-  /**
-   * Reset collapsed state when todos first appear
-   */
+  /** Reset collapsed state when todos first appear */
   useEffect(() => {
     if (showPlanTodos && planTodos.length > 0) {
       if (isSendingMessage) {

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/deploy/components/deploy-modal/components/api/api.tsx

@@ -452,39 +452,6 @@ console.log(limits);`
         </div>
       )}
 
-      {/* <div>
-        <div className='mb-[6.5px] flex items-center justify-between'>
-          <Label className='block pl-[2px] font-medium text-[13px] text-[var(--text-primary)]'>
-            URL
-          </Label>
-          <Tooltip.Root>
-            <Tooltip.Trigger asChild>
-              <Button
-                variant='ghost'
-                onClick={() => handleCopy('endpoint', info.endpoint)}
-                aria-label='Copy endpoint'
-                className='!p-1.5 -my-1.5'
-              >
-                {copied.endpoint ? (
-                  <Check className='h-3 w-3' />
-                ) : (
-                  <Clipboard className='h-3 w-3' />
-                )}
-              </Button>
-            </Tooltip.Trigger>
-            <Tooltip.Content>
-              <span>{copied.endpoint ? 'Copied' : 'Copy'}</span>
-            </Tooltip.Content>
-          </Tooltip.Root>
-        </div>
-        <Code.Viewer
-          code={info.endpoint}
-          language='javascript'
-          wrapText
-          className='!min-h-0 rounded-[4px] border border-[var(--border-1)]'
-        />
-      </div> */}
-
       <div>
         <div className='mb-[6.5px] flex items-center justify-between'>
           <Label className='block pl-[2px] font-medium text-[13px] text-[var(--text-primary)]'>

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/deploy/components/deploy-modal/components/general/components/api-info-modal.tsx

@@ -0,0 +1,260 @@
+'use client'
+
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react'
+import {
+  Badge,
+  Button,
+  Input,
+  Label,
+  Modal,
+  ModalBody,
+  ModalContent,
+  ModalFooter,
+  ModalHeader,
+  Textarea,
+} from '@/components/emcn'
+import { normalizeInputFormatValue } from '@/lib/workflows/input-format'
+import { isValidStartBlockType } from '@/lib/workflows/triggers/start-block-types'
+import type { InputFormatField } from '@/lib/workflows/types'
+import { useWorkflowRegistry } from '@/stores/workflows/registry/store'
+import { useSubBlockStore } from '@/stores/workflows/subblock/store'
+import { useWorkflowStore } from '@/stores/workflows/workflow/store'
+
+type NormalizedField = InputFormatField & { name: string }
+
+interface ApiInfoModalProps {
+  open: boolean
+  onOpenChange: (open: boolean) => void
+  workflowId: string
+}
+
+export function ApiInfoModal({ open, onOpenChange, workflowId }: ApiInfoModalProps) {
+  const blocks = useWorkflowStore((state) => state.blocks)
+  const setValue = useSubBlockStore((state) => state.setValue)
+  const subBlockValues = useSubBlockStore((state) =>
+    workflowId ? (state.workflowValues[workflowId] ?? {}) : {}
+  )
+
+  const workflowMetadata = useWorkflowRegistry((state) =>
+    workflowId ? state.workflows[workflowId] : undefined
+  )
+  const updateWorkflow = useWorkflowRegistry((state) => state.updateWorkflow)
+
+  const [description, setDescription] = useState('')
+  const [paramDescriptions, setParamDescriptions] = useState<Record<string, string>>({})
+  const [isSaving, setIsSaving] = useState(false)
+  const [showUnsavedChangesAlert, setShowUnsavedChangesAlert] = useState(false)
+
+  const initialDescriptionRef = useRef('')
+  const initialParamDescriptionsRef = useRef<Record<string, string>>({})
+
+  const starterBlockId = useMemo(() => {
+    for (const [blockId, block] of Object.entries(blocks)) {
+      if (!block || typeof block !== 'object') continue
+      const blockType = (block as { type?: string }).type
+      if (blockType && isValidStartBlockType(blockType)) {
+        return blockId
+      }
+    }
+    return null
+  }, [blocks])
+
+  const inputFormat = useMemo((): NormalizedField[] => {
+    if (!starterBlockId) return []
+
+    const storeValue = subBlockValues[starterBlockId]?.inputFormat
+    const normalized = normalizeInputFormatValue(storeValue) as NormalizedField[]
+    if (normalized.length > 0) return normalized
+
+    const startBlock = blocks[starterBlockId]
+    const blockValue = startBlock?.subBlocks?.inputFormat?.value
+    return normalizeInputFormatValue(blockValue) as NormalizedField[]
+  }, [starterBlockId, subBlockValues, blocks])
+
+  useEffect(() => {
+    if (open) {
+      const normalizedDesc = workflowMetadata?.description?.toLowerCase().trim()
+      const isDefaultDescription =
+        !workflowMetadata?.description ||
+        workflowMetadata.description === workflowMetadata.name ||
+        normalizedDesc === 'new workflow' ||
+        normalizedDesc === 'your first workflow - start building here!'
+
+      const initialDescription = isDefaultDescription ? '' : workflowMetadata?.description || ''
+      setDescription(initialDescription)
+      initialDescriptionRef.current = initialDescription
+
+      const descriptions: Record<string, string> = {}
+      for (const field of inputFormat) {
+        if (field.description) {
+          descriptions[field.name] = field.description
+        }
+      }
+      setParamDescriptions(descriptions)
+      initialParamDescriptionsRef.current = { ...descriptions }
+    }
+  }, [open, workflowMetadata, inputFormat])
+
+  const hasChanges = useMemo(() => {
+    if (description.trim() !== initialDescriptionRef.current.trim()) return true
+
+    for (const field of inputFormat) {
+      const currentValue = (paramDescriptions[field.name] || '').trim()
+      const initialValue = (initialParamDescriptionsRef.current[field.name] || '').trim()
+      if (currentValue !== initialValue) return true
+    }
+
+    return false
+  }, [description, paramDescriptions, inputFormat])
+
+  const handleParamDescriptionChange = (fieldName: string, value: string) => {
+    setParamDescriptions((prev) => ({
+      ...prev,
+      [fieldName]: value,
+    }))
+  }
+
+  const handleCloseAttempt = useCallback(() => {
+    if (hasChanges && !isSaving) {
+      setShowUnsavedChangesAlert(true)
+    } else {
+      onOpenChange(false)
+    }
+  }, [hasChanges, isSaving, onOpenChange])
+
+  const handleDiscardChanges = useCallback(() => {
+    setShowUnsavedChangesAlert(false)
+    setDescription(initialDescriptionRef.current)
+    setParamDescriptions({ ...initialParamDescriptionsRef.current })
+    onOpenChange(false)
+  }, [onOpenChange])
+
+  const handleSave = useCallback(async () => {
+    if (!workflowId) return
+
+    const activeWorkflowId = useWorkflowRegistry.getState().activeWorkflowId
+    if (activeWorkflowId !== workflowId) {
+      return
+    }
+
+    setIsSaving(true)
+    try {
+      if (description.trim() !== (workflowMetadata?.description || '')) {
+        updateWorkflow(workflowId, { description: description.trim() || 'New workflow' })
+      }
+
+      if (starterBlockId) {
+        const updatedValue = inputFormat.map((field) => ({
+          ...field,
+          description: paramDescriptions[field.name]?.trim() || undefined,
+        }))
+        setValue(starterBlockId, 'inputFormat', updatedValue)
+      }
+
+      onOpenChange(false)
+    } finally {
+      setIsSaving(false)
+    }
+  }, [
+    workflowId,
+    description,
+    workflowMetadata,
+    updateWorkflow,
+    starterBlockId,
+    inputFormat,
+    paramDescriptions,
+    setValue,
+    onOpenChange,
+  ])
+
+  return (
+    <>
+      <Modal open={open} onOpenChange={(openState) => !openState && handleCloseAttempt()}>
+        <ModalContent className='max-w-[480px]'>
+          <ModalHeader>
+            <span>Edit API Info</span>
+          </ModalHeader>
+          <ModalBody className='space-y-[12px]'>
+            <div>
+              <Label className='mb-[6.5px] block pl-[2px] font-medium text-[13px] text-[var(--text-primary)]'>
+                Description
+              </Label>
+              <Textarea
+                placeholder='Describe what this workflow API does...'
+                className='min-h-[80px] resize-none'
+                value={description}
+                onChange={(e) => setDescription(e.target.value)}
+              />
+            </div>
+
+            {inputFormat.length > 0 && (
+              <div>
+                <Label className='mb-[6.5px] block pl-[2px] font-medium text-[13px] text-[var(--text-primary)]'>
+                  Parameters ({inputFormat.length})
+                </Label>
+                <div className='flex flex-col gap-[8px]'>
+                  {inputFormat.map((field) => (
+                    <div
+                      key={field.name}
+                      className='overflow-hidden rounded-[4px] border border-[var(--border-1)]'
+                    >
+                      <div className='flex items-center justify-between bg-[var(--surface-4)] px-[10px] py-[5px]'>
+                        <div className='flex min-w-0 flex-1 items-center gap-[8px]'>
+                          <span className='block truncate font-medium text-[14px] text-[var(--text-tertiary)]'>
+                            {field.name}
+                          </span>
+                          <Badge size='sm'>{field.type || 'string'}</Badge>
+                        </div>
+                      </div>
+                      <div className='border-[var(--border-1)] border-t px-[10px] pt-[6px] pb-[10px]'>
+                        <div className='flex flex-col gap-[6px]'>
+                          <Label className='text-[13px]'>Description</Label>
+                          <Input
+                            value={paramDescriptions[field.name] || ''}
+                            onChange={(e) =>
+                              handleParamDescriptionChange(field.name, e.target.value)
+                            }
+                            placeholder={`Enter description for ${field.name}`}
+                          />
+                        </div>
+                      </div>
+                    </div>
+                  ))}
+                </div>
+              </div>
+            )}
+          </ModalBody>
+          <ModalFooter>
+            <Button variant='default' onClick={handleCloseAttempt} disabled={isSaving}>
+              Cancel
+            </Button>
+            <Button variant='tertiary' onClick={handleSave} disabled={isSaving || !hasChanges}>
+              {isSaving ? 'Saving...' : 'Save'}
+            </Button>
+          </ModalFooter>
+        </ModalContent>
+      </Modal>
+
+      <Modal open={showUnsavedChangesAlert} onOpenChange={setShowUnsavedChangesAlert}>
+        <ModalContent className='max-w-[400px]'>
+          <ModalHeader>
+            <span>Unsaved Changes</span>
+          </ModalHeader>
+          <ModalBody>
+            <p className='text-[14px] text-[var(--text-secondary)]'>
+              You have unsaved changes. Are you sure you want to discard them?
+            </p>
+          </ModalBody>
+          <ModalFooter>
+            <Button variant='default' onClick={() => setShowUnsavedChangesAlert(false)}>
+              Keep Editing
+            </Button>
+            <Button variant='destructive' onClick={handleDiscardChanges}>
+              Discard Changes
+            </Button>
+          </ModalFooter>
+        </ModalContent>
+      </Modal>
+    </>
+  )
+}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/deploy/components/deploy-modal/components/general/general.tsx

@@ -283,7 +283,7 @@ export function GeneralDeploy({
         <ModalContent size='sm'>
           <ModalHeader>Promote to live</ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               Are you sure you want to promote{' '}
               <span className='font-medium text-[var(--text-primary)]'>
                 {versionToPromoteInfo?.name || `v${versionToPromote}`}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/deploy/components/deploy-modal/deploy-modal.tsx

@@ -43,6 +43,7 @@ import type { WorkflowState } from '@/stores/workflows/workflow/types'
 import { A2aDeploy } from './components/a2a/a2a'
 import { ApiDeploy } from './components/api/api'
 import { ChatDeploy, type ExistingChat } from './components/chat/chat'
+import { ApiInfoModal } from './components/general/components/api-info-modal'
 import { GeneralDeploy } from './components/general/general'
 import { McpDeploy } from './components/mcp/mcp'
 import { TemplateDeploy } from './components/template/template'
@@ -110,6 +111,7 @@ export function DeployModal({
   const [chatSuccess, setChatSuccess] = useState(false)
 
   const [isCreateKeyModalOpen, setIsCreateKeyModalOpen] = useState(false)
+  const [isApiInfoModalOpen, setIsApiInfoModalOpen] = useState(false)
   const userPermissions = useUserPermissionsContext()
   const canManageWorkspaceKeys = userPermissions.canAdmin
   const { config: permissionConfig } = usePermissionConfig()
@@ -389,11 +391,6 @@ export function DeployModal({
     form?.requestSubmit()
   }, [])
 
-  const handleA2aFormSubmit = useCallback(() => {
-    const form = document.getElementById('a2a-deploy-form') as HTMLFormElement
-    form?.requestSubmit()
-  }, [])
-
   const handleA2aPublish = useCallback(() => {
     const form = document.getElementById('a2a-deploy-form')
     const publishTrigger = form?.querySelector('[data-a2a-publish-trigger]') as HTMLButtonElement
@@ -596,6 +593,9 @@ export function DeployModal({
             <ModalFooter className='items-center justify-between'>
               <div />
               <div className='flex items-center gap-2'>
+                <Button variant='default' onClick={() => setIsApiInfoModalOpen(true)}>
+                  Edit API Info
+                </Button>
                 <Button
                   variant='tertiary'
                   onClick={() => setIsCreateKeyModalOpen(true)}
@@ -880,6 +880,14 @@ export function DeployModal({
         canManageWorkspaceKeys={canManageWorkspaceKeys}
         defaultKeyType={defaultKeyType}
       />
+
+      {workflowId && (
+        <ApiInfoModal
+          open={isApiInfoModalOpen}
+          onOpenChange={setIsApiInfoModalOpen}
+          workflowId={workflowId}
+        />
+      )}
     </>
   )
 }

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/components/code-editor/code-editor.tsx

@@ -42,7 +42,7 @@ export function CodeEditor({
   placeholder = '',
   className = '',
   gutterClassName = '',
-  minHeight = '360px',
+  minHeight,
   highlightVariables = true,
   onKeyDown,
   disabled = false,
@@ -186,7 +186,7 @@ export function CodeEditor({
   }
 
   return (
-    <Code.Container className={className} style={{ minHeight }}>
+    <Code.Container className={className} style={minHeight ? { minHeight } : undefined}>
       {showWandButton && onWandClick && (
         <Button
           variant='ghost'
@@ -220,7 +220,7 @@ export function CodeEditor({
           disabled={disabled}
           {...getCodeEditorProps({ disabled })}
           className={cn(getCodeEditorProps({ disabled }).className, 'h-full')}
-          style={{ minHeight }}
+          style={minHeight ? { minHeight } : undefined}
           textareaClassName={cn(
             getCodeEditorProps({ disabled }).textareaClassName,
             '!block !h-full !min-h-full'

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/components/custom-tool-modal/custom-tool-modal.tsx

@@ -87,15 +87,16 @@ export function CustomToolModal({
   const [codeError, setCodeError] = useState<string | null>(null)
   const [isEditing, setIsEditing] = useState(false)
   const [toolId, setToolId] = useState<string | undefined>(undefined)
+  const [initialJsonSchema, setInitialJsonSchema] = useState('')
+  const [initialFunctionCode, setInitialFunctionCode] = useState('')
   const [showDeleteConfirm, setShowDeleteConfirm] = useState(false)
+  const [showDiscardAlert, setShowDiscardAlert] = useState(false)
   const [isSchemaPromptActive, setIsSchemaPromptActive] = useState(false)
   const [schemaPromptInput, setSchemaPromptInput] = useState('')
-  const [schemaPromptSummary, setSchemaPromptSummary] = useState<string | null>(null)
   const schemaPromptInputRef = useRef<HTMLInputElement | null>(null)
 
   const [isCodePromptActive, setIsCodePromptActive] = useState(false)
   const [codePromptInput, setCodePromptInput] = useState('')
-  const [codePromptSummary, setCodePromptSummary] = useState<string | null>(null)
   const codePromptInputRef = useRef<HTMLInputElement | null>(null)
 
   const schemaGeneration = useWand({
@@ -174,6 +175,9 @@ Example 2:
       generationType: 'custom-tool-schema',
     },
     currentValue: jsonSchema,
+    onStreamStart: () => {
+      setJsonSchema('')
+    },
     onGeneratedContent: (content) => {
       setJsonSchema(content)
       setSchemaError(null)
@@ -237,6 +241,9 @@ try {
       generationType: 'javascript-function-body',
     },
     currentValue: functionCode,
+    onStreamStart: () => {
+      setFunctionCode('')
+    },
     onGeneratedContent: (content) => {
       handleFunctionCodeChange(content)
       setCodeError(null)
@@ -272,12 +279,15 @@ try {
 
     if (initialValues) {
       try {
-        setJsonSchema(
+        const schemaValue =
           typeof initialValues.schema === 'string'
             ? initialValues.schema
             : JSON.stringify(initialValues.schema, null, 2)
-        )
-        setFunctionCode(initialValues.code || '')
+        const codeValue = initialValues.code || ''
+        setJsonSchema(schemaValue)
+        setFunctionCode(codeValue)
+        setInitialJsonSchema(schemaValue)
+        setInitialFunctionCode(codeValue)
         setIsEditing(true)
         setToolId(initialValues.id)
       } catch (error) {
@@ -304,17 +314,18 @@ try {
   const resetForm = () => {
     setJsonSchema('')
     setFunctionCode('')
+    setInitialJsonSchema('')
+    setInitialFunctionCode('')
     setSchemaError(null)
     setCodeError(null)
     setActiveSection('schema')
     setIsEditing(false)
     setToolId(undefined)
-    setSchemaPromptSummary(null)
-    setCodePromptSummary(null)
     setIsSchemaPromptActive(false)
     setIsCodePromptActive(false)
     setSchemaPromptInput('')
     setCodePromptInput('')
+    setShowDiscardAlert(false)
     schemaGeneration.closePrompt()
     schemaGeneration.hidePromptInline()
     codeGeneration.closePrompt()
@@ -328,31 +339,37 @@ try {
     onOpenChange(false)
   }
 
-  const validateJsonSchema = (schema: string): boolean => {
-    if (!schema) return false
+  const validateSchema = (schema: string): { isValid: boolean; error: string | null } => {
+    if (!schema) return { isValid: false, error: null }
 
     try {
       const parsed = JSON.parse(schema)
 
       if (!parsed.type || parsed.type !== 'function') {
-        return false
+        return { isValid: false, error: 'Missing "type": "function"' }
       }
-
       if (!parsed.function || !parsed.function.name) {
-        return false
+        return { isValid: false, error: 'Missing function.name field' }
       }
-
       if (!parsed.function.parameters) {
-        return false
+        return { isValid: false, error: 'Missing function.parameters object' }
+      }
+      if (!parsed.function.parameters.type) {
+        return { isValid: false, error: 'Missing parameters.type field' }
+      }
+      if (parsed.function.parameters.properties === undefined) {
+        return { isValid: false, error: 'Missing parameters.properties field' }
+      }
+      if (
+        typeof parsed.function.parameters.properties !== 'object' ||
+        parsed.function.parameters.properties === null
+      ) {
+        return { isValid: false, error: 'parameters.properties must be an object' }
       }
 
-      if (!parsed.function.parameters.type || parsed.function.parameters.properties === undefined) {
-        return false
-      }
-
-      return true
-    } catch (_error) {
-      return false
+      return { isValid: true, error: null }
+    } catch {
+      return { isValid: false, error: 'Invalid JSON format' }
     }
   }
 
@@ -374,7 +391,32 @@ try {
     }
   }, [jsonSchema])
 
-  const isSchemaValid = useMemo(() => validateJsonSchema(jsonSchema), [jsonSchema])
+  const isSchemaValid = useMemo(() => validateSchema(jsonSchema).isValid, [jsonSchema])
+
+  const hasChanges = useMemo(() => {
+    if (!isEditing) return true
+    return jsonSchema !== initialJsonSchema || functionCode !== initialFunctionCode
+  }, [isEditing, jsonSchema, initialJsonSchema, functionCode, initialFunctionCode])
+
+  const hasUnsavedChanges = useMemo(() => {
+    if (isEditing) {
+      return jsonSchema !== initialJsonSchema || functionCode !== initialFunctionCode
+    }
+    return jsonSchema.trim().length > 0 || functionCode.trim().length > 0
+  }, [isEditing, jsonSchema, initialJsonSchema, functionCode, initialFunctionCode])
+
+  const handleCloseAttempt = () => {
+    if (hasUnsavedChanges && !schemaGeneration.isStreaming && !codeGeneration.isStreaming) {
+      setShowDiscardAlert(true)
+    } else {
+      handleClose()
+    }
+  }
+
+  const handleConfirmDiscard = () => {
+    setShowDiscardAlert(false)
+    handleClose()
+  }
 
   const handleSave = async () => {
     try {
@@ -384,43 +426,9 @@ try {
         return
       }
 
-      const parsed = JSON.parse(jsonSchema)
-
-      if (!parsed.type || parsed.type !== 'function') {
-        setSchemaError('Schema must have a "type" field set to "function"')
-        setActiveSection('schema')
-        return
-      }
-
-      if (!parsed.function || !parsed.function.name) {
-        setSchemaError('Schema must have a "function" object with a "name" field')
-        setActiveSection('schema')
-        return
-      }
-
-      if (!parsed.function.parameters) {
-        setSchemaError('Missing function.parameters object')
-        setActiveSection('schema')
-        return
-      }
-
-      if (!parsed.function.parameters.type) {
-        setSchemaError('Missing parameters.type field')
-        setActiveSection('schema')
-        return
-      }
-
-      if (parsed.function.parameters.properties === undefined) {
-        setSchemaError('Missing parameters.properties field')
-        setActiveSection('schema')
-        return
-      }
-
-      if (
-        typeof parsed.function.parameters.properties !== 'object' ||
-        parsed.function.parameters.properties === null
-      ) {
-        setSchemaError('parameters.properties must be an object')
+      const { isValid, error } = validateSchema(jsonSchema)
+      if (!isValid) {
+        setSchemaError(error)
         setActiveSection('schema')
         return
       }
@@ -483,17 +491,9 @@ try {
       }
 
       onSave(customTool)
-
-      setSchemaPromptSummary(null)
-      setCodePromptSummary(null)
-
       handleClose()
     } catch (error) {
       logger.error('Error saving custom tool:', { error })
-
-      setSchemaPromptSummary(null)
-      setCodePromptSummary(null)
-
       const errorMessage = error instanceof Error ? error.message : 'Failed to save custom tool'
 
       if (errorMessage.includes('Cannot change function name')) {
@@ -512,46 +512,8 @@ try {
     setJsonSchema(value)
 
     if (value.trim()) {
-      try {
-        const parsed = JSON.parse(value)
-
-        if (!parsed.type || parsed.type !== 'function') {
-          setSchemaError('Missing "type": "function"')
-          return
-        }
-
-        if (!parsed.function || !parsed.function.name) {
-          setSchemaError('Missing function.name field')
-          return
-        }
-
-        if (!parsed.function.parameters) {
-          setSchemaError('Missing function.parameters object')
-          return
-        }
-
-        if (!parsed.function.parameters.type) {
-          setSchemaError('Missing parameters.type field')
-          return
-        }
-
-        if (parsed.function.parameters.properties === undefined) {
-          setSchemaError('Missing parameters.properties field')
-          return
-        }
-
-        if (
-          typeof parsed.function.parameters.properties !== 'object' ||
-          parsed.function.parameters.properties === null
-        ) {
-          setSchemaError('parameters.properties must be an object')
-          return
-        }
-
-        setSchemaError(null)
-      } catch {
-        setSchemaError('Invalid JSON format')
-      }
+      const { error } = validateSchema(value)
+      setSchemaError(error)
     } else {
       setSchemaError(null)
     }
@@ -709,12 +671,12 @@ try {
           e.preventDefault()
           e.stopPropagation()
           setSchemaParamSelectedIndex((prev) => Math.min(prev + 1, schemaParameters.length - 1))
-          break
+          return
         case 'ArrowUp':
           e.preventDefault()
           e.stopPropagation()
           setSchemaParamSelectedIndex((prev) => Math.max(prev - 1, 0))
-          break
+          return
         case 'Enter':
           e.preventDefault()
           e.stopPropagation()
@@ -722,14 +684,17 @@ try {
             const selectedParam = schemaParameters[schemaParamSelectedIndex]
             handleSchemaParamSelect(selectedParam.name)
           }
-          break
+          return
         case 'Escape':
           e.preventDefault()
           e.stopPropagation()
           setShowSchemaParams(false)
-          break
+          return
+        case ' ':
+        case 'Tab':
+          setShowSchemaParams(false)
+          return
       }
-      return
     }
 
     if (showEnvVars || showTags) {
@@ -743,7 +708,7 @@ try {
   const handleSchemaWandClick = () => {
     if (schemaGeneration.isLoading || schemaGeneration.isStreaming) return
     setIsSchemaPromptActive(true)
-    setSchemaPromptInput(schemaPromptSummary ?? '')
+    setSchemaPromptInput('')
     setTimeout(() => {
       schemaPromptInputRef.current?.focus()
     }, 0)
@@ -762,7 +727,6 @@ try {
   const handleSchemaPromptSubmit = () => {
     const trimmedPrompt = schemaPromptInput.trim()
     if (!trimmedPrompt || schemaGeneration.isLoading || schemaGeneration.isStreaming) return
-    setSchemaPromptSummary(trimmedPrompt)
     schemaGeneration.generateStream({ prompt: trimmedPrompt })
     setSchemaPromptInput('')
     setIsSchemaPromptActive(false)
@@ -782,7 +746,7 @@ try {
   const handleCodeWandClick = () => {
     if (codeGeneration.isLoading || codeGeneration.isStreaming) return
     setIsCodePromptActive(true)
-    setCodePromptInput(codePromptSummary ?? '')
+    setCodePromptInput('')
     setTimeout(() => {
       codePromptInputRef.current?.focus()
     }, 0)
@@ -801,7 +765,6 @@ try {
   const handleCodePromptSubmit = () => {
     const trimmedPrompt = codePromptInput.trim()
     if (!trimmedPrompt || codeGeneration.isLoading || codeGeneration.isStreaming) return
-    setCodePromptSummary(trimmedPrompt)
     codeGeneration.generateStream({ prompt: trimmedPrompt })
     setCodePromptInput('')
     setIsCodePromptActive(false)
@@ -846,19 +809,8 @@ try {
 
   return (
     <>
-      <Modal open={open} onOpenChange={handleClose}>
-        <ModalContent
-          size='xl'
-          onKeyDown={(e) => {
-            if (e.key === 'Escape' && (showEnvVars || showTags || showSchemaParams)) {
-              e.preventDefault()
-              e.stopPropagation()
-              setShowEnvVars(false)
-              setShowTags(false)
-              setShowSchemaParams(false)
-            }
-          }}
-        >
+      <Modal open={open} onOpenChange={handleCloseAttempt}>
+        <ModalContent size='xl'>
           <ModalHeader>{isEditing ? 'Edit Agent Tool' : 'Create Agent Tool'}</ModalHeader>
 
           <ModalTabs
@@ -1211,7 +1163,7 @@ try {
                 <Button
                   variant='tertiary'
                   onClick={handleSave}
-                  disabled={!isSchemaValid || !!schemaError}
+                  disabled={!isSchemaValid || !!schemaError || !hasChanges}
                 >
                   {isEditing ? 'Update Tool' : 'Save Tool'}
                 </Button>
@@ -1248,6 +1200,26 @@ try {
           </ModalFooter>
         </ModalContent>
       </Modal>
+
+      <Modal open={showDiscardAlert} onOpenChange={setShowDiscardAlert}>
+        <ModalContent size='sm'>
+          <ModalHeader>Unsaved Changes</ModalHeader>
+          <ModalBody>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
+              You have unsaved changes to this tool. Are you sure you want to discard your changes
+              and close the editor?
+            </p>
+          </ModalBody>
+          <ModalFooter>
+            <Button variant='default' onClick={() => setShowDiscardAlert(false)}>
+              Keep Editing
+            </Button>
+            <Button variant='destructive' onClick={handleConfirmDiscard}>
+              Discard Changes
+            </Button>
+          </ModalFooter>
+        </ModalContent>
+      </Modal>
     </>
   )
 }

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/terminal/terminal.tsx

@@ -259,7 +259,7 @@ const OutputCodeContent = React.memo(function OutputCodeContent({
       code={code}
       showGutter
       language={language}
-      className='m-0 min-h-full rounded-none border-0 bg-[var(--surface-1)]'
+      className='m-0 min-h-full rounded-none border-0 bg-[var(--surface-1)] dark:bg-[var(--surface-1)]'
       paddingLeft={8}
       gutterStyle={{ backgroundColor: 'transparent' }}
       wrapText={wrapText}
@@ -624,7 +624,7 @@ const OutputPanel = React.memo(function OutputPanel({
                 </Tooltip.Content>
               </Tooltip.Root>
             )}
-            <Popover open={outputOptionsOpen} onOpenChange={setOutputOptionsOpen}>
+            <Popover open={outputOptionsOpen} onOpenChange={setOutputOptionsOpen} size='sm'>
               <PopoverTrigger asChild>
                 <Button
                   variant='ghost'
@@ -648,7 +648,7 @@ const OutputPanel = React.memo(function OutputPanel({
               >
                 <PopoverItem
                   active={wrapText}
-                  showCheck
+                  showCheck={wrapText}
                   onClick={(e) => {
                     e.stopPropagation()
                     setWrapText(!wrapText)
@@ -658,7 +658,7 @@ const OutputPanel = React.memo(function OutputPanel({
                 </PopoverItem>
                 <PopoverItem
                   active={openOnRun}
-                  showCheck
+                  showCheck={openOnRun}
                   onClick={(e) => {
                     e.stopPropagation()
                     setOpenOnRun(!openOnRun)
@@ -1472,7 +1472,7 @@ export const Terminal = memo(function Terminal() {
             >
               {uniqueBlocks.length > 0 ? (
                 <div className={clsx(COLUMN_WIDTHS.BLOCK, COLUMN_BASE_CLASS, 'flex items-center')}>
-                  <Popover open={blockFilterOpen} onOpenChange={setBlockFilterOpen}>
+                  <Popover open={blockFilterOpen} onOpenChange={setBlockFilterOpen} size='sm'>
                     <PopoverTrigger asChild>
                       <Button
                         variant='ghost'
@@ -1508,12 +1508,12 @@ export const Terminal = memo(function Terminal() {
                             <PopoverItem
                               key={block.blockId}
                               active={isSelected}
+                              showCheck={isSelected}
                               onClick={() => toggleBlock(block.blockId)}
                               className={index > 0 ? 'mt-[2px]' : ''}
                             >
                               {BlockIcon && <BlockIcon className='h-3 w-3' />}
                               <span className='flex-1'>{block.blockName}</span>
-                              {isSelected && <Check className='h-3 w-3' />}
                             </PopoverItem>
                           )
                         })}
@@ -1526,7 +1526,7 @@ export const Terminal = memo(function Terminal() {
               )}
               {hasStatusEntries ? (
                 <div className={clsx(COLUMN_WIDTHS.STATUS, COLUMN_BASE_CLASS, 'flex items-center')}>
-                  <Popover open={statusFilterOpen} onOpenChange={setStatusFilterOpen}>
+                  <Popover open={statusFilterOpen} onOpenChange={setStatusFilterOpen} size='sm'>
                     <PopoverTrigger asChild>
                       <Button
                         variant='ghost'
@@ -1555,6 +1555,7 @@ export const Terminal = memo(function Terminal() {
                       <PopoverScrollArea style={{ maxHeight: '140px' }}>
                         <PopoverItem
                           active={filters.statuses.has('error')}
+                          showCheck={filters.statuses.has('error')}
                           onClick={() => toggleStatus('error')}
                         >
                           <div
@@ -1562,10 +1563,10 @@ export const Terminal = memo(function Terminal() {
                             style={{ backgroundColor: 'var(--text-error)' }}
                           />
                           <span className='flex-1'>Error</span>
-                          {filters.statuses.has('error') && <Check className='h-3 w-3' />}
                         </PopoverItem>
                         <PopoverItem
                           active={filters.statuses.has('info')}
+                          showCheck={filters.statuses.has('info')}
                           onClick={() => toggleStatus('info')}
                           className='mt-[2px]'
                         >
@@ -1574,7 +1575,6 @@ export const Terminal = memo(function Terminal() {
                             style={{ backgroundColor: 'var(--terminal-status-info-color)' }}
                           />
                           <span className='flex-1'>Info</span>
-                          {filters.statuses.has('info') && <Check className='h-3 w-3' />}
                         </PopoverItem>
                       </PopoverScrollArea>
                     </PopoverContent>
@@ -1585,7 +1585,7 @@ export const Terminal = memo(function Terminal() {
               )}
               {uniqueRunIds.length > 0 ? (
                 <div className={clsx(COLUMN_WIDTHS.RUN_ID, COLUMN_BASE_CLASS, 'flex items-center')}>
-                  <Popover open={runIdFilterOpen} onOpenChange={setRunIdFilterOpen}>
+                  <Popover open={runIdFilterOpen} onOpenChange={setRunIdFilterOpen} size='sm'>
                     <PopoverTrigger asChild>
                       <Button
                         variant='ghost'
@@ -1620,16 +1620,16 @@ export const Terminal = memo(function Terminal() {
                             <PopoverItem
                               key={runId}
                               active={isSelected}
+                              showCheck={isSelected}
                               onClick={() => toggleRunId(runId)}
                               className={index > 0 ? 'mt-[2px]' : ''}
                             >
                               <span
-                                className='flex-1 font-mono text-[12px]'
+                                className='flex-1 font-mono text-[11px]'
                                 style={{ color: runIdColor || '#D2D2D2' }}
                               >
                                 {formatRunId(runId)}
                               </span>
-                              {isSelected && <Check className='h-3 w-3' />}
                             </PopoverItem>
                           )
                         })}
@@ -1765,7 +1765,7 @@ export const Terminal = memo(function Terminal() {
                       </Tooltip.Root>
                     </>
                   )}
-                  <Popover open={mainOptionsOpen} onOpenChange={setMainOptionsOpen}>
+                  <Popover open={mainOptionsOpen} onOpenChange={setMainOptionsOpen} size='sm'>
                     <PopoverTrigger asChild>
                       <Button
                         variant='ghost'
@@ -1789,7 +1789,7 @@ export const Terminal = memo(function Terminal() {
                     >
                       <PopoverItem
                         active={openOnRun}
-                        showCheck
+                        showCheck={openOnRun}
                         onClick={(e) => {
                           e.stopPropagation()
                           setOpenOnRun(!openOnRun)

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/workflow-block.tsx

@@ -31,9 +31,11 @@ import {
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/utils'
 import { useBlockVisual } from '@/app/workspace/[workspaceId]/w/[workflowId]/hooks'
 import { useBlockDimensions } from '@/app/workspace/[workspaceId]/w/[workflowId]/hooks/use-block-dimensions'
+import { getBlock } from '@/blocks'
 import { SELECTOR_TYPES_HYDRATION_REQUIRED, type SubBlockConfig } from '@/blocks/types'
 import { getDependsOnFields } from '@/blocks/utils'
 import { useKnowledgeBase } from '@/hooks/kb/use-knowledge'
+import { useCustomTools } from '@/hooks/queries/custom-tools'
 import { useMcpServers, useMcpToolsQuery } from '@/hooks/queries/mcp'
 import { useCredentialName } from '@/hooks/queries/oauth-credentials'
 import { useReactivateSchedule, useScheduleInfo } from '@/hooks/queries/schedules'
@@ -561,6 +563,59 @@ const SubBlockRow = memo(function SubBlockRow({
     return `${names[0]}, ${names[1]} +${names.length - 2}`
   }, [subBlock?.type, rawValue, workflowVariables])
 
+  /**
+   * Hydrates tool references to display names.
+   * Follows the same pattern as other selectors (Slack channels, MCP tools, etc.)
+   */
+  const { data: customTools = [] } = useCustomTools(workspaceId || '')
+
+  const toolsDisplayValue = useMemo(() => {
+    if (subBlock?.type !== 'tool-input' || !Array.isArray(rawValue) || rawValue.length === 0) {
+      return null
+    }
+
+    const toolNames = rawValue
+      .map((tool: any) => {
+        if (!tool || typeof tool !== 'object') return null
+
+        // Priority 1: Use tool.title if already populated
+        if (tool.title && typeof tool.title === 'string') return tool.title
+
+        // Priority 2: Resolve custom tools with reference ID from database
+        if (tool.type === 'custom-tool' && tool.customToolId) {
+          const customTool = customTools.find((t) => t.id === tool.customToolId)
+          if (customTool?.title) return customTool.title
+          if (customTool?.schema?.function?.name) return customTool.schema.function.name
+        }
+
+        // Priority 3: Extract from inline schema (legacy format)
+        if (tool.schema?.function?.name) return tool.schema.function.name
+
+        // Priority 4: Extract from OpenAI function format
+        if (tool.function?.name) return tool.function.name
+
+        // Priority 5: Resolve built-in tool blocks from registry
+        if (
+          typeof tool.type === 'string' &&
+          tool.type !== 'custom-tool' &&
+          tool.type !== 'mcp' &&
+          tool.type !== 'workflow' &&
+          tool.type !== 'workflow_input'
+        ) {
+          const blockConfig = getBlock(tool.type)
+          if (blockConfig?.name) return blockConfig.name
+        }
+
+        return null
+      })
+      .filter((name): name is string => !!name)
+
+    if (toolNames.length === 0) return null
+    if (toolNames.length === 1) return toolNames[0]
+    if (toolNames.length === 2) return `${toolNames[0]}, ${toolNames[1]}`
+    return `${toolNames[0]}, ${toolNames[1]} +${toolNames.length - 2}`
+  }, [subBlock?.type, rawValue, customTools, workspaceId])
+
   const isPasswordField = subBlock?.password === true
   const maskedValue = isPasswordField && value && value !== '-' ? '•••' : null
 
@@ -569,6 +624,7 @@ const SubBlockRow = memo(function SubBlockRow({
     credentialName ||
     dropdownLabel ||
     variablesDisplayValue ||
+    toolsDisplayValue ||
     knowledgeBaseDisplayName ||
     workflowSelectionName ||
     mcpServerDisplayName ||

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/hooks/use-scroll-management.ts

@@ -3,19 +3,20 @@
 import { useCallback, useEffect, useRef, useState } from 'react'
 
 /**
- * Options for configuring scroll behavior.
+ * Options for configuring scroll behavior
  */
 interface UseScrollManagementOptions {
   /**
-   * Scroll behavior for programmatic scrolls.
-   * - `smooth`: animated scroll (default, used by Copilot).
-   * - `auto`: immediate scroll to bottom (used by floating chat to avoid jitter).
+   * Scroll behavior for programmatic scrolls
+   * @remarks
+   * - `smooth`: Animated scroll (default, used by Copilot)
+   * - `auto`: Immediate scroll to bottom (used by floating chat to avoid jitter)
    */
   behavior?: 'auto' | 'smooth'
   /**
-   * Distance from bottom (in pixels) within which auto-scroll stays active.
-   * Lower values = less sticky (user can scroll away easier).
-   * Default is 100px.
+   * Distance from bottom (in pixels) within which auto-scroll stays active
+   * @remarks Lower values = less sticky (user can scroll away easier)
+   * @defaultValue 100
    */
   stickinessThreshold?: number
 }
@@ -35,166 +36,105 @@ export function useScrollManagement(
   options?: UseScrollManagementOptions
 ) {
   const scrollAreaRef = useRef<HTMLDivElement>(null)
-  const [isNearBottom, setIsNearBottom] = useState(true)
-  const [userHasScrolledDuringStream, setUserHasScrolledDuringStream] = useState(false)
-  const programmaticScrollInProgressRef = useRef(false)
+  const [userHasScrolledAway, setUserHasScrolledAway] = useState(false)
+  const programmaticScrollRef = useRef(false)
   const lastScrollTopRef = useRef(0)
-  const scrollBehavior: 'auto' | 'smooth' = options?.behavior ?? 'smooth'
+
+  const scrollBehavior = options?.behavior ?? 'smooth'
   const stickinessThreshold = options?.stickinessThreshold ?? 100
 
-  /**
-   * Scrolls the container to the bottom with smooth animation
-   */
-  const getScrollContainer = useCallback((): HTMLElement | null => {
-    // Prefer the element with the ref (our scrollable div)
-    if (scrollAreaRef.current) return scrollAreaRef.current
-    return null
-  }, [])
-
+  /** Scrolls the container to the bottom */
   const scrollToBottom = useCallback(() => {
-    const scrollContainer = getScrollContainer()
-    if (!scrollContainer) return
+    const container = scrollAreaRef.current
+    if (!container) return
+
+    programmaticScrollRef.current = true
+    container.scrollTo({ top: container.scrollHeight, behavior: scrollBehavior })
 
-    programmaticScrollInProgressRef.current = true
-    scrollContainer.scrollTo({
-      top: scrollContainer.scrollHeight,
-      behavior: scrollBehavior,
-    })
-    // Best-effort reset; not all browsers fire scrollend reliably
     window.setTimeout(() => {
-      programmaticScrollInProgressRef.current = false
+      programmaticScrollRef.current = false
     }, 200)
-  }, [getScrollContainer, scrollBehavior])
+  }, [scrollBehavior])
 
-  /**
-   * Handles scroll events to track user position and show/hide scroll button
-   */
+  /** Handles scroll events to track user position */
   const handleScroll = useCallback(() => {
-    const scrollContainer = getScrollContainer()
-    if (!scrollContainer) return
+    const container = scrollAreaRef.current
+    if (!container || programmaticScrollRef.current) return
 
-    if (programmaticScrollInProgressRef.current) {
-      // Ignore scrolls we initiated
-      return
-    }
-
-    const { scrollTop, scrollHeight, clientHeight } = scrollContainer
+    const { scrollTop, scrollHeight, clientHeight } = container
     const distanceFromBottom = scrollHeight - scrollTop - clientHeight
-
     const nearBottom = distanceFromBottom <= stickinessThreshold
-    setIsNearBottom(nearBottom)
+    const delta = scrollTop - lastScrollTopRef.current
 
     if (isSendingMessage) {
-      const delta = scrollTop - lastScrollTopRef.current
-      const movedUp = delta < -2 // small hysteresis to avoid noise
-      const movedDown = delta > 2
-
-      if (movedUp) {
-        // Any upward movement breaks away from sticky during streaming
-        setUserHasScrolledDuringStream(true)
+      // User scrolled up during streaming - break away
+      if (delta < -2) {
+        setUserHasScrolledAway(true)
       }
-
-      // If the user has broken away and scrolls back down to the bottom, re-stick
-      if (userHasScrolledDuringStream && movedDown && nearBottom) {
-        setUserHasScrolledDuringStream(false)
+      // User scrolled back down to bottom - re-stick
+      if (userHasScrolledAway && delta > 2 && nearBottom) {
+        setUserHasScrolledAway(false)
       }
     }
 
-    // Track last scrollTop for direction detection
     lastScrollTopRef.current = scrollTop
-  }, [getScrollContainer, isSendingMessage, userHasScrolledDuringStream, stickinessThreshold])
+  }, [isSendingMessage, userHasScrolledAway, stickinessThreshold])
 
-  // Attach scroll listener
+  /** Attaches scroll listener to container */
   useEffect(() => {
-    const scrollContainer = getScrollContainer()
-    if (!scrollContainer) return
+    const container = scrollAreaRef.current
+    if (!container) return
 
-    const handleUserScroll = () => {
-      handleScroll()
-    }
+    container.addEventListener('scroll', handleScroll, { passive: true })
+    lastScrollTopRef.current = container.scrollTop
 
-    scrollContainer.addEventListener('scroll', handleUserScroll, { passive: true })
+    return () => container.removeEventListener('scroll', handleScroll)
+  }, [handleScroll])
 
-    if ('onscrollend' in scrollContainer) {
-      scrollContainer.addEventListener('scrollend', handleScroll, { passive: true })
-    }
-
-    // Initialize state
-    window.setTimeout(handleScroll, 100)
-    // Initialize last scroll position
-    lastScrollTopRef.current = scrollContainer.scrollTop
-
-    return () => {
-      scrollContainer.removeEventListener('scroll', handleUserScroll)
-      if ('onscrollend' in scrollContainer) {
-        scrollContainer.removeEventListener('scrollend', handleScroll)
-      }
-    }
-  }, [getScrollContainer, handleScroll])
-
-  // Smart auto-scroll: only scroll if user hasn't intentionally scrolled up during streaming
+  /** Handles auto-scroll when new messages are added */
   useEffect(() => {
     if (messages.length === 0) return
 
     const lastMessage = messages[messages.length - 1]
-    const isNewUserMessage = lastMessage?.role === 'user'
+    const isUserMessage = lastMessage?.role === 'user'
 
-    const shouldAutoScroll =
-      isNewUserMessage ||
-      (isSendingMessage && !userHasScrolledDuringStream) ||
-      (!isSendingMessage && isNearBottom)
-
-    if (shouldAutoScroll) {
+    // Always scroll for user messages, respect scroll state for assistant messages
+    if (isUserMessage) {
+      setUserHasScrolledAway(false)
+      scrollToBottom()
+    } else if (!userHasScrolledAway) {
       scrollToBottom()
     }
-  }, [messages, isNearBottom, isSendingMessage, userHasScrolledDuringStream, scrollToBottom])
+  }, [messages, userHasScrolledAway, scrollToBottom])
 
-  // Reset user scroll state when streaming starts or when user sends a message
+  /** Resets scroll state when streaming completes */
   useEffect(() => {
-    const lastMessage = messages[messages.length - 1]
-    if (lastMessage?.role === 'user') {
-      setUserHasScrolledDuringStream(false)
-      programmaticScrollInProgressRef.current = false
-      const scrollContainer = getScrollContainer()
-      if (scrollContainer) {
-        lastScrollTopRef.current = scrollContainer.scrollTop
-      }
+    if (!isSendingMessage) {
+      setUserHasScrolledAway(false)
     }
-  }, [messages, getScrollContainer])
-
-  // Reset user scroll state when streaming completes
-  const prevIsSendingRef = useRef(false)
-  useEffect(() => {
-    if (prevIsSendingRef.current && !isSendingMessage) {
-      setUserHasScrolledDuringStream(false)
-    }
-    prevIsSendingRef.current = isSendingMessage
   }, [isSendingMessage])
 
-  // While streaming and not broken away, keep pinned to bottom
+  /** Keeps scroll pinned during streaming - uses interval, stops when user scrolls away */
   useEffect(() => {
-    if (!isSendingMessage || userHasScrolledDuringStream) return
+    // Early return stops the interval when user scrolls away (state change re-runs effect)
+    if (!isSendingMessage || userHasScrolledAway) {
+      return
+    }
 
     const intervalId = window.setInterval(() => {
-      const scrollContainer = getScrollContainer()
-      if (!scrollContainer) return
+      const container = scrollAreaRef.current
+      if (!container) return
 
-      const { scrollTop, scrollHeight, clientHeight } = scrollContainer
+      const { scrollTop, scrollHeight, clientHeight } = container
       const distanceFromBottom = scrollHeight - scrollTop - clientHeight
-      const nearBottom = distanceFromBottom <= stickinessThreshold
-      if (nearBottom) {
+
+      if (distanceFromBottom > 1) {
         scrollToBottom()
       }
     }, 100)
 
     return () => window.clearInterval(intervalId)
-  }, [
-    isSendingMessage,
-    userHasScrolledDuringStream,
-    getScrollContainer,
-    scrollToBottom,
-    stickinessThreshold,
-  ])
+  }, [isSendingMessage, userHasScrolledAway, scrollToBottom])
 
   return {
     scrollAreaRef,

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/access-control/access-control.tsx

@@ -1072,7 +1072,7 @@ export function AccessControl() {
           <ModalContent size='sm'>
             <ModalHeader>Unsaved Changes</ModalHeader>
             <ModalBody>
-              <p className='text-[12px] text-[var(--text-tertiary)]'>
+              <p className='text-[12px] text-[var(--text-secondary)]'>
                 You have unsaved changes. Do you want to save them before closing?
               </p>
             </ModalBody>

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/api-keys/components/create-api-key-modal/create-api-key-modal.tsx

@@ -115,7 +115,7 @@ export function CreateApiKeyModal({
         <ModalContent size='sm'>
           <ModalHeader>Create new API key</ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               {keyType === 'workspace'
                 ? "This key will have access to all workflows in this workspace. Make sure to copy it after creation as you won't be able to see it again."
                 : "This key will have access to your personal workflows. Make sure to copy it after creation as you won't be able to see it again."}
@@ -218,7 +218,7 @@ export function CreateApiKeyModal({
         <ModalContent size='sm'>
           <ModalHeader>Your API key has been created</ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               This is the only time you will see your API key.{' '}
               <span className='font-semibold text-[var(--text-primary)]'>
                 Copy it now and store it securely.

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/byok/byok.tsx

@@ -222,7 +222,7 @@ export function BYOK() {
             )}
           </ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               This key will be used for all {PROVIDERS.find((p) => p.id === editingProvider)?.name}{' '}
               requests in this workspace. Your key is encrypted and stored securely.
             </p>
@@ -308,7 +308,7 @@ export function BYOK() {
         <ModalContent size='sm'>
           <ModalHeader>Delete API Key</ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               Are you sure you want to delete the{' '}
               <span className='font-medium text-[var(--text-primary)]'>
                 {PROVIDERS.find((p) => p.id === deleteConfirmProvider)?.name}

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/copilot/copilot.tsx

@@ -214,7 +214,7 @@ export function Copilot() {
         <ModalContent size='sm'>
           <ModalHeader>Create new API key</ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               This key will allow access to Copilot features. Make sure to copy it after creation as
               you won't be able to see it again.
             </p>
@@ -276,7 +276,7 @@ export function Copilot() {
         <ModalContent size='sm'>
           <ModalHeader>Your API key has been created</ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               This is the only time you will see your API key.{' '}
               <span className='font-semibold text-[var(--text-primary)]'>
                 Copy it now and store it securely.

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/debug/debug.tsx

@@ -0,0 +1,80 @@
+'use client'
+
+import { useState } from 'react'
+import { createLogger } from '@sim/logger'
+import { useQueryClient } from '@tanstack/react-query'
+import { useParams } from 'next/navigation'
+import { Button, Input as EmcnInput } from '@/components/emcn'
+import { workflowKeys } from '@/hooks/queries/workflows'
+
+const logger = createLogger('DebugSettings')
+
+/**
+ * Debug settings component for superusers.
+ * Allows importing workflows by ID for debugging purposes.
+ */
+export function Debug() {
+  const params = useParams()
+  const queryClient = useQueryClient()
+  const workspaceId = params?.workspaceId as string
+
+  const [workflowId, setWorkflowId] = useState('')
+  const [isImporting, setIsImporting] = useState(false)
+
+  const handleImport = async () => {
+    if (!workflowId.trim()) return
+
+    setIsImporting(true)
+
+    try {
+      const response = await fetch('/api/superuser/import-workflow', {
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({
+          workflowId: workflowId.trim(),
+          targetWorkspaceId: workspaceId,
+        }),
+      })
+
+      const data = await response.json()
+
+      if (response.ok) {
+        await queryClient.invalidateQueries({ queryKey: workflowKeys.list(workspaceId) })
+        setWorkflowId('')
+        logger.info('Workflow imported successfully', {
+          originalWorkflowId: workflowId.trim(),
+          newWorkflowId: data.newWorkflowId,
+          copilotChatsImported: data.copilotChatsImported,
+        })
+      }
+    } catch (error) {
+      logger.error('Failed to import workflow', error)
+    } finally {
+      setIsImporting(false)
+    }
+  }
+
+  return (
+    <div className='flex h-full flex-col gap-[16px]'>
+      <p className='text-[13px] text-[var(--text-secondary)]'>
+        Import a workflow by ID along with its associated copilot chats.
+      </p>
+
+      <div className='flex gap-[8px]'>
+        <EmcnInput
+          value={workflowId}
+          onChange={(e) => setWorkflowId(e.target.value)}
+          placeholder='Enter workflow ID'
+          disabled={isImporting}
+        />
+        <Button
+          variant='tertiary'
+          onClick={handleImport}
+          disabled={isImporting || !workflowId.trim()}
+        >
+          {isImporting ? 'Importing...' : 'Import'}
+        </Button>
+      </div>
+    </div>
+  )
+}

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/environment/environment.tsx

@@ -824,7 +824,7 @@ export function EnvironmentVariables({ registerBeforeLeaveHandler }: Environment
         <ModalContent size='sm'>
           <ModalHeader>Unsaved Changes</ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               {hasConflicts || hasInvalidKeys
                 ? `You have unsaved changes, but ${hasConflicts ? 'conflicts must be resolved' : 'invalid variable names must be fixed'} before saving. You can discard your changes to close the modal.`
                 : 'You have unsaved changes. Do you want to save them before closing?'}

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/general/general.tsx

@@ -603,7 +603,7 @@ export function General({ onOpenChange }: GeneralProps) {
         <ModalContent size='sm'>
           <ModalHeader>Reset Password</ModalHeader>
           <ModalBody>
-            <p className='text-[12px] text-[var(--text-tertiary)]'>
+            <p className='text-[12px] text-[var(--text-secondary)]'>
               A password reset link will be sent to{' '}
               <span className='font-medium text-[var(--text-primary)]'>{profile?.email}</span>.
               Click the link in the email to create a new password.

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/index.ts

@@ -4,6 +4,7 @@ export { BYOK } from './byok/byok'
 export { Copilot } from './copilot/copilot'
 export { CredentialSets } from './credential-sets/credential-sets'
 export { CustomTools } from './custom-tools/custom-tools'
+export { Debug } from './debug/debug'
 export { EnvironmentVariables } from './environment/environment'
 export { Files as FileUploads } from './files/files'
 export { General } from './general/general'

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/components/team-management/components/team-seats/team-seats.tsx

@@ -64,7 +64,7 @@ export function TeamSeats({
       <ModalContent size='sm'>
         <ModalHeader>{title}</ModalHeader>
         <ModalBody>
-          <p className='text-[12px] text-[var(--text-muted)]'>{description}</p>
+          <p className='text-[12px] text-[var(--text-secondary)]'>{description}</p>
 
           <div className='mt-[16px] flex flex-col gap-[4px]'>
             <Label htmlFor='seats' className='text-[12px]'>

apps/sim/app/workspace/[workspaceId]/w/components/sidebar/components/settings-modal/settings-modal.tsx

@@ -5,6 +5,7 @@ import * as DialogPrimitive from '@radix-ui/react-dialog'
 import * as VisuallyHidden from '@radix-ui/react-visually-hidden'
 import { useQueryClient } from '@tanstack/react-query'
 import {
+  Bug,
   Files,
   KeySquare,
   LogIn,
@@ -46,6 +47,7 @@ import {
   Copilot,
   CredentialSets,
   CustomTools,
+  Debug,
   EnvironmentVariables,
   FileUploads,
   General,
@@ -91,8 +93,15 @@ type SettingsSection =
   | 'mcp'
   | 'custom-tools'
   | 'workflow-mcp-servers'
+  | 'debug'
 
-type NavigationSection = 'account' | 'subscription' | 'tools' | 'system' | 'enterprise'
+type NavigationSection =
+  | 'account'
+  | 'subscription'
+  | 'tools'
+  | 'system'
+  | 'enterprise'
+  | 'superuser'
 
 type NavigationItem = {
   id: SettingsSection
@@ -104,6 +113,7 @@ type NavigationItem = {
   requiresEnterprise?: boolean
   requiresHosted?: boolean
   selfHostedOverride?: boolean
+  requiresSuperUser?: boolean
 }
 
 const sectionConfig: { key: NavigationSection; title: string }[] = [
@@ -112,6 +122,7 @@ const sectionConfig: { key: NavigationSection; title: string }[] = [
   { key: 'subscription', title: 'Subscription' },
   { key: 'system', title: 'System' },
   { key: 'enterprise', title: 'Enterprise' },
+  { key: 'superuser', title: 'Superuser' },
 ]
 
 const allNavigationItems: NavigationItem[] = [
@@ -180,15 +191,24 @@ const allNavigationItems: NavigationItem[] = [
     requiresEnterprise: true,
     selfHostedOverride: isSSOEnabled,
   },
+  {
+    id: 'debug',
+    label: 'Debug',
+    icon: Bug,
+    section: 'superuser',
+    requiresSuperUser: true,
+  },
 ]
 
 export function SettingsModal({ open, onOpenChange }: SettingsModalProps) {
   const [activeSection, setActiveSection] = useState<SettingsSection>('general')
   const { initialSection, mcpServerId, clearInitialState } = useSettingsModalStore()
   const [pendingMcpServerId, setPendingMcpServerId] = useState<string | null>(null)
+  const [isSuperUser, setIsSuperUser] = useState(false)
   const { data: session } = useSession()
   const queryClient = useQueryClient()
   const { data: organizationsData } = useOrganizations()
+  const { data: generalSettings } = useGeneralSettings()
   const { data: subscriptionData } = useSubscriptionData({ enabled: isBillingEnabled })
   const { data: ssoProvidersData, isLoading: isLoadingSSO } = useSSOProviders()
 
@@ -209,6 +229,23 @@ export function SettingsModal({ open, onOpenChange }: SettingsModalProps) {
   const hasEnterprisePlan = subscriptionStatus.isEnterprise
   const hasOrganization = !!activeOrganization?.id
 
+  // Fetch superuser status
+  useEffect(() => {
+    const fetchSuperUserStatus = async () => {
+      if (!userId) return
+      try {
+        const response = await fetch('/api/user/super-user')
+        if (response.ok) {
+          const data = await response.json()
+          setIsSuperUser(data.isSuperUser)
+        }
+      } catch {
+        setIsSuperUser(false)
+      }
+    }
+    fetchSuperUserStatus()
+  }, [userId])
+
   // Memoize SSO provider ownership check
   const isSSOProviderOwner = useMemo(() => {
     if (isHosted) return null
@@ -268,6 +305,13 @@ export function SettingsModal({ open, onOpenChange }: SettingsModalProps) {
         return false
       }
 
+      // requiresSuperUser: only show if user is a superuser AND has superuser mode enabled
+      const superUserModeEnabled = generalSettings?.superUserModeEnabled ?? false
+      const effectiveSuperUser = isSuperUser && superUserModeEnabled
+      if (item.requiresSuperUser && !effectiveSuperUser) {
+        return false
+      }
+
       return true
     })
   }, [
@@ -280,6 +324,8 @@ export function SettingsModal({ open, onOpenChange }: SettingsModalProps) {
     isOwner,
     isAdmin,
     permissionConfig,
+    isSuperUser,
+    generalSettings?.superUserModeEnabled,
   ])
 
   // Memoized callbacks to prevent infinite loops in child components
@@ -308,9 +354,6 @@ export function SettingsModal({ open, onOpenChange }: SettingsModalProps) {
     [activeSection]
   )
 
-  // React Query hook automatically loads and syncs settings
-  useGeneralSettings()
-
   // Apply initial section from store when modal opens
   useEffect(() => {
     if (open && initialSection) {
@@ -523,6 +566,7 @@ export function SettingsModal({ open, onOpenChange }: SettingsModalProps) {
             {activeSection === 'mcp' && <MCP initialServerId={pendingMcpServerId} />}
             {activeSection === 'custom-tools' && <CustomTools />}
             {activeSection === 'workflow-mcp-servers' && <WorkflowMcpServers />}
+            {activeSection === 'debug' && <Debug />}
           </SModalMainBody>
         </SModalMain>
       </SModalContent>