v0.3.38: billing cron job fix

* feat(native-bg-tasks): support webhooks and async workflow executions without trigger"

* fix tests

* fix env var defaults and revert async workflow execution to always use trigger

* fix UI for hiding async

* hide entire toggle

.github/workflows/build.yml

@@ -85,8 +85,8 @@ jobs:
           push: ${{ github.event_name != 'pull_request' }}
           tags: ${{ steps.meta.outputs.tags }}
           labels: ${{ steps.meta.outputs.labels }}
-          cache-from: type=gha,scope=build-v2
-          cache-to: type=gha,mode=max,scope=build-v2
+          cache-from: type=gha,scope=build-v3
+          cache-to: type=gha,mode=max,scope=build-v3
           provenance: false
           sbom: false
 

.github/workflows/trigger-deploy.yml

@@ -0,0 +1,44 @@
+name: Trigger.dev Deploy
+
+on:
+  push:
+    branches:
+      - main
+      - staging
+
+jobs:
+  deploy:
+    name: Trigger.dev Deploy
+    runs-on: ubuntu-latest
+    concurrency:
+      group: trigger-deploy-${{ github.ref }}
+      cancel-in-progress: false
+    env:
+      TRIGGER_ACCESS_TOKEN: ${{ secrets.TRIGGER_ACCESS_TOKEN }}
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 'lts/*'
+
+      - name: Setup Bun
+        uses: oven-sh/setup-bun@v2
+        with:
+          bun-version: latest
+
+      - name: Install dependencies
+        run: bun install
+
+      - name: Deploy to Staging
+        if: github.ref == 'refs/heads/staging'
+        working-directory: ./apps/sim
+        run: npx --yes trigger.dev@4.0.0 deploy -e staging
+
+      - name: Deploy to Production
+        if: github.ref == 'refs/heads/main'
+        working-directory: ./apps/sim
+        run: npx --yes trigger.dev@4.0.0 deploy
+

README.md

@@ -1,50 +1,46 @@
 <p align="center">
-  <img src="apps/sim/public/static/sim.png" alt="Sim Logo" width="500"/>
+  <a href="https://sim.ai" target="_blank" rel="noopener noreferrer">
+    <img src="apps/sim/public/logo/reverse/text/large.png" alt="Sim Logo" width="500"/>
+  </a>
 </p>
 
-<p align="center">
-  <a href="https://www.apache.org/licenses/LICENSE-2.0"><img src="https://img.shields.io/badge/License-Apache%202.0-blue.svg" alt="License: Apache-2.0"></a>
-  <a href="https://discord.gg/Hr4UWYEcTT"><img src="https://img.shields.io/badge/Discord-Join%20Server-7289DA?logo=discord&logoColor=white" alt="Discord"></a>
-  <a href="https://x.com/simdotai"><img src="https://img.shields.io/twitter/follow/simstudioai?style=social" alt="Twitter"></a>
-  <a href="https://github.com/simstudioai/sim/pulls"><img src="https://img.shields.io/badge/PRs-welcome-brightgreen.svg" alt="PRs welcome"></a>
-  <a href="https://docs.sim.ai"><img src="https://img.shields.io/badge/Docs-visit%20documentation-blue.svg" alt="Documentation"></a>
-</p>
+<p align="center">Build and deploy AI agent workflows in minutes.</p>
 
 <p align="center">
-  <strong>Sim</strong> is a lightweight, user-friendly platform for building AI agent workflows.
+  <a href="https://sim.ai" target="_blank" rel="noopener noreferrer"><img src="https://img.shields.io/badge/sim.ai-6F3DFA" alt="Sim.ai"></a>
+  <a href="https://discord.gg/Hr4UWYEcTT" target="_blank" rel="noopener noreferrer"><img src="https://img.shields.io/badge/Discord-Join%20Server-5865F2?logo=discord&logoColor=white" alt="Discord"></a>
+  <a href="https://x.com/simdotai" target="_blank" rel="noopener noreferrer"><img src="https://img.shields.io/twitter/follow/simstudioai?style=social" alt="Twitter"></a>
+  <a href="https://docs.sim.ai" target="_blank" rel="noopener noreferrer"><img src="https://img.shields.io/badge/Docs-6F3DFA.svg" alt="Documentation"></a>
 </p>
 
 <p align="center">
   <img src="apps/sim/public/static/demo.gif" alt="Sim Demo" width="800"/>
 </p>
 
-## Getting Started
+## Quickstart
 
-1. Use our [cloud-hosted version](https://sim.ai)
-2. Self-host using one of the methods below
+### Cloud-hosted: [sim.ai](https://sim.ai)
 
-## Self-Hosting Options
+<a href="https://sim.ai" target="_blank" rel="noopener noreferrer"><img src="https://img.shields.io/badge/sim.ai-6F3DFA?logo=data:image/svg%2bxml;base64,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&logoColor=white" alt="Sim.ai"></a>
 
-### Option 1: NPM Package (Simplest)
-
-The easiest way to run Sim locally is using our [NPM package](https://www.npmjs.com/package/simstudio?activeTab=readme):
+### Self-hosted: NPM Package
 
 ```bash
 npx simstudio
 ```
+→ http://localhost:3000
 
-After running these commands, open [http://localhost:3000/](http://localhost:3000/) in your browser.
+#### Note
+Docker must be installed and running on your machine.
 
 #### Options
 
-- `-p, --port <port>`: Specify the port to run Sim on (default: 3000)
-- `--no-pull`: Skip pulling the latest Docker images
+| Flag | Description |
+|------|-------------|
+| `-p, --port <port>` | Port to run Sim on (default `3000`) |
+| `--no-pull` | Skip pulling latest Docker images |
 
-#### Requirements
-
-- Docker must be installed and running on your machine
-
-### Option 2: Docker Compose
+### Self-hosted: Docker Compose
 
 ```bash
 # Clone the repository
@@ -76,14 +72,14 @@ Wait for the model to download, then visit [http://localhost:3000](http://localh
 docker compose -f docker-compose.ollama.yml exec ollama ollama pull llama3.1:8b
 ```
 
-### Option 3: Dev Containers
+### Self-hosted: Dev Containers
 
 1. Open VS Code with the [Remote - Containers extension](https://marketplace.visualstudio.com/items?itemName=ms-vscode-remote.remote-containers)
 2. Open the project and click "Reopen in Container" when prompted
 3. Run `bun run dev:full` in the terminal or use the `sim-start` alias
    - This starts both the main application and the realtime socket server
 
-### Option 4: Manual Setup
+### Self-hosted: Manual Setup
 
 **Requirements:**
 - [Bun](https://bun.sh/) runtime
@@ -158,6 +154,14 @@ cd apps/sim
 bun run dev:sockets
 ```
 
+## Copilot API Keys
+
+Copilot is a Sim-managed service. To use Copilot on a self-hosted instance:
+
+- Go to https://sim.ai → Settings → Copilot and generate a Copilot API key
+- Set `COPILOT_API_KEY` in your self-hosted environment to that value
+- Host Sim on a publicly available DNS and set NEXT_PUBLIC_APP_URL and BETTER_AUTH_URL to that value ([ngrok](https://ngrok.com/))
+
 ## Tech Stack
 
 - **Framework**: [Next.js](https://nextjs.org/) (App Router)
@@ -180,4 +184,4 @@ We welcome contributions! Please see our [Contributing Guide](.github/CONTRIBUTI
 
 This project is licensed under the Apache License 2.0 - see the [LICENSE](LICENSE) file for details.
 
-<p align="center">Made with ❤️ by the Sim Team</p>
+<p align="center">Made with ❤️ by the Sim Team</p>

apps/docs/content/docs/copilot/index.mdx

@@ -0,0 +1,97 @@
+---
+title: Copilot
+description: Build and edit workflows with Sim Copilot
+---
+
+import { Callout } from 'fumadocs-ui/components/callout'
+import { Card, Cards } from 'fumadocs-ui/components/card'
+import { MessageCircle, Package, Zap, Infinity as InfinityIcon, Brain, BrainCircuit } from 'lucide-react'
+
+## What is Copilot
+
+Copilot is your in-editor assistant that helps you build, understand, and improve workflows. It can:
+
+- **Explain**: Answer questions about Sim and your current workflow
+- **Guide**: Suggest edits and best practices
+- **Edit**: Make changes to blocks, connections, and settings when you approve
+
+<Callout type="info">
+  Copilot is a Sim-managed service. For self-hosted deployments, generate a Copilot API key in the hosted app (sim.ai → Settings → Copilot)
+  1. Go to [sim.ai](https://sim.ai) → Settings → Copilot and generate a Copilot API key
+2. Set `COPILOT_API_KEY` in your self-hosted environment to that value
+3. Host Sim on a publicly available DNS and set `NEXT_PUBLIC_APP_URL` and `BETTER_AUTH_URL` to that value (e.g., using ngrok)
+</Callout>
+
+## Modes
+
+<Cards>
+  <Card title="Ask">
+    <div className="flex items-start gap-3">
+      <span className="mt-0.5 inline-flex h-8 w-8 items-center justify-center rounded-md border border-border/50 bg-muted/60">
+        <MessageCircle className="h-4 w-4 text-muted-foreground" />
+      </span>
+      <div>
+        <p className="m-0 text-sm">
+          Q&A mode for explanations, guidance, and suggestions without making changes to your workflow.
+        </p>
+      </div>
+    </div>
+  </Card>
+  <Card title="Agent">
+    <div className="flex items-start gap-3">
+      <span className="mt-0.5 inline-flex h-8 w-8 items-center justify-center rounded-md border border-border/50 bg-muted/60">
+        <Package className="h-4 w-4 text-muted-foreground" />
+      </span>
+      <div>
+        <p className="m-0 text-sm">
+          Build-and-edit mode. Copilot proposes specific edits (add blocks, wire variables, tweak settings) and applies them when you approve.
+        </p>
+      </div>
+    </div>
+  </Card>
+</Cards>
+
+## Depth Levels
+
+<Cards>
+  <Card title="Fast">
+    <div className="flex items-start gap-3">
+      <span className="mt-0.5 inline-flex h-8 w-8 items-center justify-center rounded-md border border-border/50 bg-muted/60">
+        <Zap className="h-4 w-4 text-muted-foreground" />
+      </span>
+      <div>
+        <p className="m-0 text-sm">Quickest and cheapest. Best for small edits, simple workflows, and minor tweaks.</p>
+      </div>
+    </div>
+  </Card>
+  <Card title="Auto">
+    <div className="flex items-start gap-3">
+      <span className="mt-0.5 inline-flex h-8 w-8 items-center justify-center rounded-md border border-border/50 bg-muted/60">
+        <InfinityIcon className="h-4 w-4 text-muted-foreground" />
+      </span>
+      <div>
+        <p className="m-0 text-sm">Balanced speed and reasoning. Recommended default for most tasks.</p>
+      </div>
+    </div>
+  </Card>
+  <Card title="Pro">
+    <div className="flex items-start gap-3">
+      <span className="mt-0.5 inline-flex h-8 w-8 items-center justify-center rounded-md border border-border/50 bg-muted/60">
+        <Brain className="h-4 w-4 text-muted-foreground" />
+      </span>
+      <div>
+        <p className="m-0 text-sm">More reasoning for larger workflows and complex edits while staying performant.</p>
+      </div>
+    </div>
+  </Card>
+  <Card title="Max">
+    <div className="flex items-start gap-3">
+      <span className="mt-0.5 inline-flex h-8 w-8 items-center justify-center rounded-md border border-border/50 bg-muted/60">
+        <BrainCircuit className="h-4 w-4 text-muted-foreground" />
+      </span>
+      <div>
+        <p className="m-0 text-sm">Maximum reasoning for deep planning, debugging, and complex architectural changes.</p>
+      </div>
+    </div>
+  </Card>
+</Cards> 

apps/docs/content/docs/copilot/meta.json

@@ -0,0 +1,4 @@
+{
+  "title": "Copilot",
+  "pages": ["index"]
+}

apps/docs/content/docs/meta.json

@@ -12,6 +12,8 @@
     "connections",
     "---Execution---",
     "execution",
+    "---Copilot---",
+    "copilot",
     "---Advanced---",
     "./variables/index",
     "yaml",

apps/docs/content/docs/tools/microsoft_excel.mdx

@@ -115,8 +115,7 @@ Read data from a Microsoft Excel spreadsheet
 
 | Parameter | Type | Description |
 | --------- | ---- | ----------- |
-| `success` | boolean | Operation success status |
-| `output` | object | Excel spreadsheet data and metadata |
+| `data` | object | Range data from the spreadsheet |
 
 ### `microsoft_excel_write`
 
@@ -136,8 +135,11 @@ Write data to a Microsoft Excel spreadsheet
 
 | Parameter | Type | Description |
 | --------- | ---- | ----------- |
-| `success` | boolean | Operation success status |
-| `output` | object | Write operation results and metadata |
+| `updatedRange` | string | The range that was updated |
+| `updatedRows` | number | Number of rows that were updated |
+| `updatedColumns` | number | Number of columns that were updated |
+| `updatedCells` | number | Number of cells that were updated |
+| `metadata` | object | Spreadsheet metadata |
 
 ### `microsoft_excel_table_add`
 
@@ -155,8 +157,9 @@ Add new rows to a Microsoft Excel table
 
 | Parameter | Type | Description |
 | --------- | ---- | ----------- |
-| `success` | boolean | Operation success status |
-| `output` | object | Table add operation results and metadata |
+| `index` | number | Index of the first row that was added |
+| `values` | array | Array of rows that were added to the table |
+| `metadata` | object | Spreadsheet metadata |
 
 
 

apps/docs/content/docs/tools/supabase.mdx

@@ -142,7 +142,7 @@ Get a single row from a Supabase table based on filter criteria
 | Parameter | Type | Description |
 | --------- | ---- | ----------- |
 | `message` | string | Operation status message |
-| `results` | object | The row data if found, null if not found |
+| `results` | array | Array containing the row data if found, empty array if not found |
 
 ### `supabase_update`
 
@@ -185,6 +185,26 @@ Delete rows from a Supabase table based on filter criteria
 | `message` | string | Operation status message |
 | `results` | array | Array of deleted records |
 
+### `supabase_upsert`
+
+Insert or update data in a Supabase table (upsert operation)
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `projectId` | string | Yes | Your Supabase project ID \(e.g., jdrkgepadsdopsntdlom\) |
+| `table` | string | Yes | The name of the Supabase table to upsert data into |
+| `data` | any | Yes | The data to upsert \(insert or update\) |
+| `apiKey` | string | Yes | Your Supabase service role secret key |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `message` | string | Operation status message |
+| `results` | array | Array of upserted records |
+
 
 
 ## Notes

apps/sim/app/(auth)/components/social-login-buttons.tsx

@@ -3,7 +3,6 @@
 import { useEffect, useState } from 'react'
 import { GithubIcon, GoogleIcon } from '@/components/icons'
 import { Button } from '@/components/ui/button'
-import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip'
 import { client } from '@/lib/auth-client'
 
 interface SocialLoginButtonsProps {
@@ -114,58 +113,16 @@ export function SocialLoginButtons({
     </Button>
   )
 
-  const renderGithubButton = () => {
-    if (githubAvailable) return githubButton
+  const hasAnyOAuthProvider = githubAvailable || googleAvailable
 
-    return (
-      <TooltipProvider>
-        <Tooltip>
-          <TooltipTrigger asChild>
-            <div>{githubButton}</div>
-          </TooltipTrigger>
-          <TooltipContent className='border-neutral-700 bg-neutral-800 text-white'>
-            <p>
-              GitHub login requires OAuth credentials to be configured. Add the following
-              environment variables:
-            </p>
-            <ul className='mt-2 space-y-1 text-neutral-300 text-xs'>
-              <li>• GITHUB_CLIENT_ID</li>
-              <li>• GITHUB_CLIENT_SECRET</li>
-            </ul>
-          </TooltipContent>
-        </Tooltip>
-      </TooltipProvider>
-    )
-  }
-
-  const renderGoogleButton = () => {
-    if (googleAvailable) return googleButton
-
-    return (
-      <TooltipProvider>
-        <Tooltip>
-          <TooltipTrigger asChild>
-            <div>{googleButton}</div>
-          </TooltipTrigger>
-          <TooltipContent className='border-neutral-700 bg-neutral-800 text-white'>
-            <p>
-              Google login requires OAuth credentials to be configured. Add the following
-              environment variables:
-            </p>
-            <ul className='mt-2 space-y-1 text-neutral-300 text-xs'>
-              <li>• GOOGLE_CLIENT_ID</li>
-              <li>• GOOGLE_CLIENT_SECRET</li>
-            </ul>
-          </TooltipContent>
-        </Tooltip>
-      </TooltipProvider>
-    )
+  if (!hasAnyOAuthProvider) {
+    return null
   }
 
   return (
     <div className='grid gap-3'>
-      {renderGithubButton()}
-      {renderGoogleButton()}
+      {githubAvailable && githubButton}
+      {googleAvailable && googleButton}
     </div>
   )
 }

apps/sim/app/(auth)/layout.tsx

@@ -28,12 +28,12 @@ export default function AuthLayout({ children }: { children: React.ReactNode })
               <img
                 src={brand.logoUrl}
                 alt={`${brand.name} Logo`}
-                width={42}
-                height={42}
-                className='h-[42px] w-[42px] object-contain'
+                width={56}
+                height={56}
+                className='h-[56px] w-[56px] object-contain'
               />
             ) : (
-              <Image src='/sim.svg' alt={`${brand.name} Logo`} width={42} height={42} />
+              <Image src='/sim.svg' alt={`${brand.name} Logo`} width={56} height={56} />
             )}
           </Link>
         </div>

apps/sim/app/(auth)/login/login-form.tsx

@@ -366,11 +366,13 @@ export default function LoginPage({
             callbackURL={callbackUrl}
           />
 
-          <div className='relative mt-2 py-4'>
-            <div className='absolute inset-0 flex items-center'>
-              <div className='w-full border-neutral-700/50 border-t' />
+          {(githubAvailable || googleAvailable) && (
+            <div className='relative mt-2 py-4'>
+              <div className='absolute inset-0 flex items-center'>
+                <div className='w-full border-neutral-700/50 border-t' />
+              </div>
             </div>
-          </div>
+          )}
 
           <form onSubmit={onSubmit} className='space-y-5'>
             <div className='space-y-4'>

apps/sim/app/(auth)/signup/signup-form.tsx

@@ -381,11 +381,13 @@ function SignupFormContent({
             isProduction={isProduction}
           />
 
-          <div className='relative mt-2 py-4'>
-            <div className='absolute inset-0 flex items-center'>
-              <div className='w-full border-neutral-700/50 border-t' />
+          {(githubAvailable || googleAvailable) && (
+            <div className='relative mt-2 py-4'>
+              <div className='absolute inset-0 flex items-center'>
+                <div className='w-full border-neutral-700/50 border-t' />
+              </div>
             </div>
-          </div>
+          )}
 
           <form onSubmit={onSubmit} className='space-y-5'>
             <div className='space-y-4'>

apps/sim/app/api/__test-utils__/utils.ts

@@ -354,6 +354,18 @@ export function mockExecutionDependencies() {
   }))
 }
 
+/**
+ * Mock Trigger.dev SDK (tasks.trigger and task factory) for tests that import background modules
+ */
+export function mockTriggerDevSdk() {
+  vi.mock('@trigger.dev/sdk', () => ({
+    tasks: {
+      trigger: vi.fn().mockResolvedValue({ id: 'mock-task-id' }),
+    },
+    task: vi.fn().mockReturnValue({}),
+  }))
+}
+
 export function mockWorkflowAccessValidation(shouldSucceed = true) {
   if (shouldSucceed) {
     vi.mock('@/app/api/workflows/middleware', () => ({

apps/sim/app/api/auth/oauth/token/route.ts

@@ -84,14 +84,12 @@ export async function GET(request: NextRequest) {
       return NextResponse.json({ error: 'Credential not found' }, { status: 404 })
     }
 
-    // Check if the access token is valid
     if (!credential.accessToken) {
       logger.warn(`[${requestId}] No access token available for credential`)
       return NextResponse.json({ error: 'No access token available' }, { status: 400 })
     }
 
     try {
-      // Refresh the token if needed
       const { accessToken } = await refreshTokenIfNeeded(requestId, credential, credentialId)
       return NextResponse.json({ accessToken }, { status: 200 })
     } catch (_error) {

apps/sim/app/api/auth/oauth/utils.ts

@@ -1,4 +1,4 @@
-import { and, eq } from 'drizzle-orm'
+import { and, desc, eq } from 'drizzle-orm'
 import { getSession } from '@/lib/auth'
 import { createLogger } from '@/lib/logs/console/logger'
 import { refreshOAuthToken } from '@/lib/oauth/oauth'
@@ -70,7 +70,8 @@ export async function getOAuthToken(userId: string, providerId: string): Promise
     })
     .from(account)
     .where(and(eq(account.userId, userId), eq(account.providerId, providerId)))
-    .orderBy(account.createdAt)
+    // Always use the most recently updated credential for this provider
+    .orderBy(desc(account.updatedAt))
     .limit(1)
 
   if (connections.length === 0) {
@@ -80,19 +81,13 @@ export async function getOAuthToken(userId: string, providerId: string): Promise
 
   const credential = connections[0]
 
-  // Check if we have a valid access token
-  if (!credential.accessToken) {
-    logger.warn(`Access token is null for user ${userId}, provider ${providerId}`)
-    return null
-  }
-
-  // Check if the token is expired and needs refreshing
+  // Determine whether we should refresh: missing token OR expired token
   const now = new Date()
   const tokenExpiry = credential.accessTokenExpiresAt
-  // Only refresh if we have an expiration time AND it's expired AND we have a refresh token
-  const needsRefresh = tokenExpiry && tokenExpiry < now && !!credential.refreshToken
+  const shouldAttemptRefresh =
+    !!credential.refreshToken && (!credential.accessToken || (tokenExpiry && tokenExpiry < now))
 
-  if (needsRefresh) {
+  if (shouldAttemptRefresh) {
     logger.info(
       `Access token expired for user ${userId}, provider ${providerId}. Attempting to refresh.`
     )
@@ -141,6 +136,13 @@ export async function getOAuthToken(userId: string, providerId: string): Promise
     }
   }
 
+  if (!credential.accessToken) {
+    logger.warn(
+      `Access token is null and no refresh attempted or available for user ${userId}, provider ${providerId}`
+    )
+    return null
+  }
+
   logger.info(`Found valid OAuth token for user ${userId}, provider ${providerId}`)
   return credential.accessToken
 }
@@ -164,19 +166,21 @@ export async function refreshAccessTokenIfNeeded(
     return null
   }
 
-  // Check if we need to refresh the token
+  // Decide if we should refresh: token missing OR expired
   const expiresAt = credential.accessTokenExpiresAt
   const now = new Date()
-  // Only refresh if we have an expiration time AND it's expired
-  // If no expiration time is set (newly created credentials), assume token is valid
-  const needsRefresh = expiresAt && expiresAt <= now
+  const shouldRefresh =
+    !!credential.refreshToken && (!credential.accessToken || (expiresAt && expiresAt <= now))
 
   const accessToken = credential.accessToken
 
-  if (needsRefresh && credential.refreshToken) {
+  if (shouldRefresh) {
     logger.info(`[${requestId}] Token expired, attempting to refresh for credential`)
     try {
-      const refreshedToken = await refreshOAuthToken(credential.providerId, credential.refreshToken)
+      const refreshedToken = await refreshOAuthToken(
+        credential.providerId,
+        credential.refreshToken!
+      )
 
       if (!refreshedToken) {
         logger.error(`[${requestId}] Failed to refresh token for credential: ${credentialId}`, {
@@ -217,6 +221,7 @@ export async function refreshAccessTokenIfNeeded(
       return null
     }
   } else if (!accessToken) {
+    // We have no access token and either no refresh token or not eligible to refresh
     logger.error(`[${requestId}] Missing access token for credential`)
     return null
   }
@@ -233,21 +238,20 @@ export async function refreshTokenIfNeeded(
   credential: any,
   credentialId: string
 ): Promise<{ accessToken: string; refreshed: boolean }> {
-  // Check if we need to refresh the token
+  // Decide if we should refresh: token missing OR expired
   const expiresAt = credential.accessTokenExpiresAt
   const now = new Date()
-  // Only refresh if we have an expiration time AND it's expired
-  // If no expiration time is set (newly created credentials), assume token is valid
-  const needsRefresh = expiresAt && expiresAt <= now
+  const shouldRefresh =
+    !!credential.refreshToken && (!credential.accessToken || (expiresAt && expiresAt <= now))
 
-  // If token is still valid, return it directly
-  if (!needsRefresh || !credential.refreshToken) {
+  // If token appears valid and present, return it directly
+  if (!shouldRefresh) {
     logger.info(`[${requestId}] Access token is valid`)
     return { accessToken: credential.accessToken, refreshed: false }
   }
 
   try {
-    const refreshResult = await refreshOAuthToken(credential.providerId, credential.refreshToken)
+    const refreshResult = await refreshOAuthToken(credential.providerId, credential.refreshToken!)
 
     if (!refreshResult) {
       logger.error(`[${requestId}] Failed to refresh token for credential`)

apps/sim/app/api/auth/socket-token/route.ts

@@ -4,8 +4,9 @@ import { auth } from '@/lib/auth'
 
 export async function POST() {
   try {
+    const hdrs = await headers()
     const response = await auth.api.generateOneTimeToken({
-      headers: await headers(),
+      headers: hdrs,
     })
 
     if (!response) {
@@ -14,7 +15,6 @@ export async function POST() {
 
     return NextResponse.json({ token: response.token })
   } catch (error) {
-    console.error('Error generating one-time token:', error)
     return NextResponse.json({ error: 'Failed to generate token' }, { status: 500 })
   }
 }

apps/sim/app/api/billing/daily/route.ts

@@ -67,7 +67,7 @@ export async function POST(request: NextRequest) {
       { status: 500 }
     )
   } catch (error) {
-    logger.error('Fatal error in monthly billing cron job', { error })
+    logger.error('Fatal error in daily billing cron job', { error })
 
     return NextResponse.json(
       {
@@ -90,18 +90,59 @@ export async function GET(request: NextRequest) {
       return authError
     }
 
-    return NextResponse.json({
-      status: 'ready',
-      message:
-        'Daily billing check cron job is ready to process users and organizations with periods ending today',
-      currentDate: new Date().toISOString().split('T')[0],
+    const startTime = Date.now()
+    const result = await processDailyBillingCheck()
+    const duration = Date.now() - startTime
+
+    if (result.success) {
+      logger.info('Daily billing check (GET) completed successfully', {
+        processedUsers: result.processedUsers,
+        processedOrganizations: result.processedOrganizations,
+        totalChargedAmount: result.totalChargedAmount,
+        duration: `${duration}ms`,
+      })
+
+      return NextResponse.json({
+        success: true,
+        summary: {
+          processedUsers: result.processedUsers,
+          processedOrganizations: result.processedOrganizations,
+          totalChargedAmount: result.totalChargedAmount,
+          duration: `${duration}ms`,
+        },
+      })
+    }
+
+    logger.error('Daily billing check (GET) completed with errors', {
+      processedUsers: result.processedUsers,
+      processedOrganizations: result.processedOrganizations,
+      totalChargedAmount: result.totalChargedAmount,
+      errorCount: result.errors.length,
+      errors: result.errors,
+      duration: `${duration}ms`,
     })
-  } catch (error) {
-    logger.error('Error in billing health check', { error })
+
     return NextResponse.json(
       {
-        status: 'error',
-        error: error instanceof Error ? error.message : 'Unknown error',
+        success: false,
+        summary: {
+          processedUsers: result.processedUsers,
+          processedOrganizations: result.processedOrganizations,
+          totalChargedAmount: result.totalChargedAmount,
+          errorCount: result.errors.length,
+          duration: `${duration}ms`,
+        },
+        errors: result.errors,
+      },
+      { status: 500 }
+    )
+  } catch (error) {
+    logger.error('Fatal error in daily billing (GET) cron job', { error })
+    return NextResponse.json(
+      {
+        success: false,
+        error: 'Internal server error during daily billing check',
+        details: error instanceof Error ? error.message : 'Unknown error',
       },
       { status: 500 }
     )

apps/sim/app/api/copilot/chat/route.test.ts

@@ -105,6 +105,7 @@ describe('Copilot Chat API Route', () => {
       env: {
         SIM_AGENT_API_URL: 'http://localhost:8000',
         COPILOT_API_KEY: 'test-sim-agent-key',
+        BETTER_AUTH_URL: 'http://localhost:3000',
       },
     }))
 
@@ -225,6 +226,7 @@ describe('Copilot Chat API Route', () => {
             mode: 'agent',
             provider: 'openai',
             depth: 0,
+            origin: 'http://localhost:3000',
           }),
         })
       )
@@ -288,6 +290,7 @@ describe('Copilot Chat API Route', () => {
             mode: 'agent',
             provider: 'openai',
             depth: 0,
+            origin: 'http://localhost:3000',
           }),
         })
       )
@@ -343,6 +346,7 @@ describe('Copilot Chat API Route', () => {
             mode: 'agent',
             provider: 'openai',
             depth: 0,
+            origin: 'http://localhost:3000',
           }),
         })
       )
@@ -438,6 +442,7 @@ describe('Copilot Chat API Route', () => {
             mode: 'ask',
             provider: 'openai',
             depth: 0,
+            origin: 'http://localhost:3000',
           }),
         })
       )

apps/sim/app/api/copilot/chat/route.ts

@@ -28,6 +28,15 @@ const logger = createLogger('CopilotChatAPI')
 // Sim Agent API configuration
 const SIM_AGENT_API_URL = env.SIM_AGENT_API_URL || SIM_AGENT_API_URL_DEFAULT
 
+function getRequestOrigin(_req: NextRequest): string {
+  try {
+    // Strictly use configured Better Auth URL
+    return env.BETTER_AUTH_URL || ''
+  } catch (_) {
+    return ''
+  }
+}
+
 function deriveKey(keyString: string): Buffer {
   return createHash('sha256').update(keyString, 'utf8').digest()
 }
@@ -72,7 +81,8 @@ const ChatMessageSchema = z.object({
   chatId: z.string().optional(),
   workflowId: z.string().min(1, 'Workflow ID is required'),
   mode: z.enum(['ask', 'agent']).optional().default('agent'),
-  depth: z.number().int().min(0).max(3).optional().default(0),
+  depth: z.number().int().min(-2).max(3).optional().default(0),
+  prefetch: z.boolean().optional(),
   createNewChat: z.boolean().optional().default(false),
   stream: z.boolean().optional().default(true),
   implicitFeedback: z.string().optional(),
@@ -189,6 +199,7 @@ export async function POST(req: NextRequest) {
       workflowId,
       mode,
       depth,
+      prefetch,
       createNewChat,
       stream,
       implicitFeedback,
@@ -197,6 +208,27 @@ export async function POST(req: NextRequest) {
       conversationId,
     } = ChatMessageSchema.parse(body)
 
+    // Derive request origin for downstream service
+    const requestOrigin = getRequestOrigin(req)
+
+    if (!requestOrigin) {
+      logger.error(`[${tracker.requestId}] Missing required configuration: BETTER_AUTH_URL`)
+      return createInternalServerErrorResponse('Missing required configuration: BETTER_AUTH_URL')
+    }
+
+    // Consolidation mapping: map negative depths to base depth with prefetch=true
+    let effectiveDepth: number | undefined = typeof depth === 'number' ? depth : undefined
+    let effectivePrefetch: boolean | undefined = prefetch
+    if (typeof effectiveDepth === 'number') {
+      if (effectiveDepth === -2) {
+        effectiveDepth = 1
+        effectivePrefetch = true
+      } else if (effectiveDepth === -1) {
+        effectiveDepth = 0
+        effectivePrefetch = true
+      }
+    }
+
     logger.info(`[${tracker.requestId}] Processing copilot chat request`, {
       userId: authenticatedUserId,
       workflowId,
@@ -209,6 +241,8 @@ export async function POST(req: NextRequest) {
       provider: provider || 'openai',
       hasConversationId: !!conversationId,
       depth,
+      prefetch,
+      origin: requestOrigin,
     })
 
     // Handle chat context
@@ -384,8 +418,10 @@ export async function POST(req: NextRequest) {
       mode: mode,
       provider: providerToUse,
       ...(effectiveConversationId ? { conversationId: effectiveConversationId } : {}),
-      ...(typeof depth === 'number' ? { depth } : {}),
+      ...(typeof effectiveDepth === 'number' ? { depth: effectiveDepth } : {}),
+      ...(typeof effectivePrefetch === 'boolean' ? { prefetch: effectivePrefetch } : {}),
       ...(session?.user?.name && { userName: session.user.name }),
+      ...(requestOrigin ? { origin: requestOrigin } : {}),
     }
 
     // Log the payload being sent to the streaming endpoint
@@ -397,8 +433,10 @@ export async function POST(req: NextRequest) {
         stream,
         workflowId,
         hasConversationId: !!effectiveConversationId,
-        depth: typeof depth === 'number' ? depth : undefined,
+        depth: typeof effectiveDepth === 'number' ? effectiveDepth : undefined,
+        prefetch: typeof effectivePrefetch === 'boolean' ? effectivePrefetch : undefined,
         messagesCount: requestPayload.messages.length,
+        ...(requestOrigin ? { origin: requestOrigin } : {}),
       })
       // Full payload as JSON string
       logger.info(
@@ -458,6 +496,12 @@ export async function POST(req: NextRequest) {
           let isFirstDone = true
           let responseIdFromStart: string | undefined
           let responseIdFromDone: string | undefined
+          // Track tool call progress to identify a safe done event
+          const announcedToolCallIds = new Set<string>()
+          const startedToolExecutionIds = new Set<string>()
+          const completedToolExecutionIds = new Set<string>()
+          let lastDoneResponseId: string | undefined
+          let lastSafeDoneResponseId: string | undefined
 
           // Send chatId as first event
           if (actualChatId) {
@@ -575,6 +619,9 @@ export async function POST(req: NextRequest) {
                         )
                         if (!event.data?.partial) {
                           toolCalls.push(event.data)
+                          if (event.data?.id) {
+                            announcedToolCallIds.add(event.data.id)
+                          }
                         }
                         break
 
@@ -584,6 +631,14 @@ export async function POST(req: NextRequest) {
                           toolName: event.toolName,
                           status: event.status,
                         })
+                        if (event.toolCallId) {
+                          if (event.status === 'completed') {
+                            startedToolExecutionIds.add(event.toolCallId)
+                            completedToolExecutionIds.add(event.toolCallId)
+                          } else {
+                            startedToolExecutionIds.add(event.toolCallId)
+                          }
+                        }
                         break
 
                       case 'tool_result':
@@ -594,6 +649,9 @@ export async function POST(req: NextRequest) {
                           result: `${JSON.stringify(event.result).substring(0, 200)}...`,
                           resultSize: JSON.stringify(event.result).length,
                         })
+                        if (event.toolCallId) {
+                          completedToolExecutionIds.add(event.toolCallId)
+                        }
                         break
 
                       case 'tool_error':
@@ -603,6 +661,9 @@ export async function POST(req: NextRequest) {
                           error: event.error,
                           success: event.success,
                         })
+                        if (event.toolCallId) {
+                          completedToolExecutionIds.add(event.toolCallId)
+                        }
                         break
 
                       case 'start':
@@ -617,9 +678,25 @@ export async function POST(req: NextRequest) {
                       case 'done':
                         if (event.data?.responseId) {
                           responseIdFromDone = event.data.responseId
+                          lastDoneResponseId = responseIdFromDone
                           logger.info(
                             `[${tracker.requestId}] Received done event with responseId: ${responseIdFromDone}`
                           )
+                          // Mark this done as safe only if no tool call is currently in progress or pending
+                          const announced = announcedToolCallIds.size
+                          const completed = completedToolExecutionIds.size
+                          const started = startedToolExecutionIds.size
+                          const hasToolInProgress = announced > completed || started > completed
+                          if (!hasToolInProgress) {
+                            lastSafeDoneResponseId = responseIdFromDone
+                            logger.info(
+                              `[${tracker.requestId}] Marked done as SAFE (no tools in progress)`
+                            )
+                          } else {
+                            logger.info(
+                              `[${tracker.requestId}] Done received but tools are in progress (announced=${announced}, started=${started}, completed=${completed})`
+                            )
+                          }
                         }
                         if (isFirstDone) {
                           logger.info(
@@ -714,7 +791,9 @@ export async function POST(req: NextRequest) {
                 )
               }
 
-              const responseId = responseIdFromDone
+              // Persist only a safe conversationId to avoid continuing from a state that expects tool outputs
+              const previousConversationId = currentChat?.conversationId as string | undefined
+              const responseId = lastSafeDoneResponseId || previousConversationId || undefined
 
               // Update chat in database immediately (without title)
               await db

apps/sim/app/api/copilot/methods/route.test.ts

@@ -60,6 +60,7 @@ describe('Copilot Methods API Route', () => {
     vi.doMock('@/lib/env', () => ({
       env: {
         INTERNAL_API_SECRET: 'test-secret-key',
+        COPILOT_API_KEY: 'test-copilot-key',
       },
     }))
 
@@ -123,10 +124,8 @@ describe('Copilot Methods API Route', () => {
 
       expect(response.status).toBe(401)
       const responseData = await response.json()
-      expect(responseData).toEqual({
-        success: false,
-        error: 'Invalid API key',
-      })
+      expect(responseData.success).toBe(false)
+      expect(typeof responseData.error).toBe('string')
     })
 
     it('should return 401 when internal API key is not configured', async () => {
@@ -134,6 +133,7 @@ describe('Copilot Methods API Route', () => {
       vi.doMock('@/lib/env', () => ({
         env: {
           INTERNAL_API_SECRET: undefined,
+          COPILOT_API_KEY: 'test-copilot-key',
         },
       }))
 
@@ -154,10 +154,9 @@ describe('Copilot Methods API Route', () => {
 
       expect(response.status).toBe(401)
       const responseData = await response.json()
-      expect(responseData).toEqual({
-        success: false,
-        error: 'Internal API key not configured',
-      })
+      expect(responseData.status).toBeUndefined()
+      expect(responseData.success).toBe(false)
+      expect(typeof responseData.error).toBe('string')
     })
 
     it('should return 400 for invalid request body - missing methodId', async () => {

apps/sim/app/api/copilot/methods/route.ts

@@ -2,7 +2,7 @@ import { type NextRequest, NextResponse } from 'next/server'
 import { z } from 'zod'
 import { copilotToolRegistry } from '@/lib/copilot/tools/server-tools/registry'
 import type { NotificationStatus } from '@/lib/copilot/types'
-import { checkInternalApiKey } from '@/lib/copilot/utils'
+import { checkCopilotApiKey, checkInternalApiKey } from '@/lib/copilot/utils'
 import { createLogger } from '@/lib/logs/console/logger'
 import { getRedisClient } from '@/lib/redis'
 import { createErrorResponse } from '@/app/api/copilot/methods/utils'
@@ -232,10 +232,13 @@ export async function POST(req: NextRequest) {
   const startTime = Date.now()
 
   try {
-    // Check authentication (internal API key)
-    const authResult = checkInternalApiKey(req)
-    if (!authResult.success) {
-      return NextResponse.json(createErrorResponse(authResult.error || 'Authentication failed'), {
+    // Evaluate both auth schemes; pass if either is valid
+    const internalAuth = checkInternalApiKey(req)
+    const copilotAuth = checkCopilotApiKey(req)
+    const isAuthenticated = !!(internalAuth?.success || copilotAuth?.success)
+    if (!isAuthenticated) {
+      const errorMessage = copilotAuth.error || internalAuth.error || 'Authentication failed'
+      return NextResponse.json(createErrorResponse(errorMessage), {
         status: 401,
       })
     }
@@ -243,7 +246,7 @@ export async function POST(req: NextRequest) {
     const body = await req.json()
     const { methodId, params, toolCallId } = MethodExecutionSchema.parse(body)
 
-    logger.info(`[${requestId}] Method execution request: ${methodId}`, {
+    logger.info(`[${requestId}] Method execution request`, {
       methodId,
       toolCallId,
       hasParams: !!params && Object.keys(params).length > 0,

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

@@ -1,12 +1,13 @@
 import { type NextRequest, NextResponse } from 'next/server'
-import { Resend } from 'resend'
 import { z } from 'zod'
+import { renderHelpConfirmationEmail } from '@/components/emails'
 import { getSession } from '@/lib/auth'
+import { sendEmail } from '@/lib/email/mailer'
+import { getFromEmailAddress } from '@/lib/email/utils'
 import { env } from '@/lib/env'
 import { createLogger } from '@/lib/logs/console/logger'
 import { getEmailDomain } from '@/lib/urls/utils'
 
-const resend = env.RESEND_API_KEY ? new Resend(env.RESEND_API_KEY) : null
 const logger = createLogger('HelpAPI')
 
 const helpFormSchema = z.object({
@@ -28,18 +29,6 @@ export async function POST(req: NextRequest) {
 
     const email = session.user.email
 
-    // Check if Resend API key is configured
-    if (!resend) {
-      logger.error(`[${requestId}] RESEND_API_KEY not configured`)
-      return NextResponse.json(
-        {
-          error:
-            'Email service not configured. Please set RESEND_API_KEY in environment variables.',
-        },
-        { status: 500 }
-      )
-    }
-
     // Handle multipart form data
     const formData = await req.formData()
 
@@ -54,18 +43,18 @@ export async function POST(req: NextRequest) {
     })
 
     // Validate the form data
-    const result = helpFormSchema.safeParse({
+    const validationResult = helpFormSchema.safeParse({
       subject,
       message,
       type,
     })
 
-    if (!result.success) {
+    if (!validationResult.success) {
       logger.warn(`[${requestId}] Invalid help request data`, {
-        errors: result.error.format(),
+        errors: validationResult.error.format(),
       })
       return NextResponse.json(
-        { error: 'Invalid request data', details: result.error.format() },
+        { error: 'Invalid request data', details: validationResult.error.format() },
         { status: 400 }
       )
     }
@@ -103,63 +92,60 @@ ${message}
       emailText += `\n\n${images.length} image(s) attached.`
     }
 
-    // Send email using Resend
-    const { error } = await resend.emails.send({
-      from: `Sim <noreply@${env.EMAIL_DOMAIN || getEmailDomain()}>`,
+    const emailResult = await sendEmail({
       to: [`help@${env.EMAIL_DOMAIN || getEmailDomain()}`],
       subject: `[${type.toUpperCase()}] ${subject}`,
-      replyTo: email,
       text: emailText,
+      from: getFromEmailAddress(),
+      replyTo: email,
+      emailType: 'transactional',
       attachments: images.map((image) => ({
         filename: image.filename,
         content: image.content.toString('base64'),
         contentType: image.contentType,
-        disposition: 'attachment', // Explicitly set as attachment
+        disposition: 'attachment',
       })),
     })
 
-    if (error) {
-      logger.error(`[${requestId}] Error sending help request email`, error)
+    if (!emailResult.success) {
+      logger.error(`[${requestId}] Error sending help request email`, emailResult.message)
       return NextResponse.json({ error: 'Failed to send email' }, { status: 500 })
     }
 
     logger.info(`[${requestId}] Help request email sent successfully`)
 
     // Send confirmation email to the user
-    await resend.emails
-      .send({
-        from: `Sim <noreply@${env.EMAIL_DOMAIN || getEmailDomain()}>`,
+    try {
+      const confirmationHtml = await renderHelpConfirmationEmail(
+        email,
+        type as 'bug' | 'feedback' | 'feature_request' | 'other',
+        images.length
+      )
+
+      await sendEmail({
         to: [email],
         subject: `Your ${type} request has been received: ${subject}`,
-        text: `
-Hello,
-
-Thank you for your ${type} submission. We've received your request and will get back to you as soon as possible.
-
-Your message:
-${message}
-
-${images.length > 0 ? `You attached ${images.length} image(s).` : ''}
-
-Best regards,
-The Sim Team
-        `,
+        html: confirmationHtml,
+        from: getFromEmailAddress(),
         replyTo: `help@${env.EMAIL_DOMAIN || getEmailDomain()}`,
+        emailType: 'transactional',
       })
-      .catch((err) => {
-        logger.warn(`[${requestId}] Failed to send confirmation email`, err)
-      })
+    } catch (err) {
+      logger.warn(`[${requestId}] Failed to send confirmation email`, err)
+    }
 
     return NextResponse.json(
       { success: true, message: 'Help request submitted successfully' },
       { status: 200 }
     )
   } catch (error) {
-    // Check if error is related to missing API key
-    if (error instanceof Error && error.message.includes('API key')) {
-      logger.error(`[${requestId}] API key configuration error`, error)
+    if (error instanceof Error && error.message.includes('not configured')) {
+      logger.error(`[${requestId}] Email service configuration error`, error)
       return NextResponse.json(
-        { error: 'Email service configuration error. Please check your RESEND_API_KEY.' },
+        {
+          error:
+            'Email service configuration error. Please check your email service configuration.',
+        },
         { status: 500 }
       )
     }

apps/sim/app/api/jobs/[jobId]/route.ts

@@ -1,4 +1,4 @@
-import { runs } from '@trigger.dev/sdk/v3'
+import { runs } from '@trigger.dev/sdk'
 import { eq } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { getSession } from '@/lib/auth'

apps/sim/app/api/knowledge/search/utils.test.ts

@@ -4,15 +4,50 @@
  *
  * @vitest-environment node
  */
-import { describe, expect, it, vi } from 'vitest'
+import { beforeEach, describe, expect, it, vi } from 'vitest'
 
 vi.mock('drizzle-orm')
-vi.mock('@/lib/logs/console/logger')
+vi.mock('@/lib/logs/console/logger', () => ({
+  createLogger: vi.fn(() => ({
+    info: vi.fn(),
+    debug: vi.fn(),
+    warn: vi.fn(),
+    error: vi.fn(),
+  })),
+}))
 vi.mock('@/db')
+vi.mock('@/lib/documents/utils', () => ({
+  retryWithExponentialBackoff: (fn: any) => fn(),
+}))
 
-import { handleTagAndVectorSearch, handleTagOnlySearch, handleVectorOnlySearch } from './utils'
+vi.stubGlobal(
+  'fetch',
+  vi.fn().mockResolvedValue({
+    ok: true,
+    json: async () => ({
+      data: [{ embedding: [0.1, 0.2, 0.3] }],
+    }),
+  })
+)
+
+vi.mock('@/lib/env', () => ({
+  env: {},
+  isTruthy: (value: string | boolean | number | undefined) =>
+    typeof value === 'string' ? value === 'true' || value === '1' : Boolean(value),
+}))
+
+import {
+  generateSearchEmbedding,
+  handleTagAndVectorSearch,
+  handleTagOnlySearch,
+  handleVectorOnlySearch,
+} from './utils'
 
 describe('Knowledge Search Utils', () => {
+  beforeEach(() => {
+    vi.clearAllMocks()
+  })
+
   describe('handleTagOnlySearch', () => {
     it('should throw error when no filters provided', async () => {
       const params = {
@@ -140,4 +175,251 @@ describe('Knowledge Search Utils', () => {
       expect(params.distanceThreshold).toBe(0.8)
     })
   })
+
+  describe('generateSearchEmbedding', () => {
+    it('should use Azure OpenAI when KB-specific config is provided', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        AZURE_OPENAI_API_KEY: 'test-azure-key',
+        AZURE_OPENAI_ENDPOINT: 'https://test.openai.azure.com',
+        AZURE_OPENAI_API_VERSION: '2024-12-01-preview',
+        KB_OPENAI_MODEL_NAME: 'text-embedding-ada-002',
+        OPENAI_API_KEY: 'test-openai-key',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          data: [{ embedding: [0.1, 0.2, 0.3] }],
+        }),
+      } as any)
+
+      const result = await generateSearchEmbedding('test query')
+
+      expect(fetchSpy).toHaveBeenCalledWith(
+        'https://test.openai.azure.com/openai/deployments/text-embedding-ada-002/embeddings?api-version=2024-12-01-preview',
+        expect.objectContaining({
+          headers: expect.objectContaining({
+            'api-key': 'test-azure-key',
+          }),
+        })
+      )
+      expect(result).toEqual([0.1, 0.2, 0.3])
+
+      // Clean up
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should fallback to OpenAI when no KB Azure config provided', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        OPENAI_API_KEY: 'test-openai-key',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          data: [{ embedding: [0.1, 0.2, 0.3] }],
+        }),
+      } as any)
+
+      const result = await generateSearchEmbedding('test query')
+
+      expect(fetchSpy).toHaveBeenCalledWith(
+        'https://api.openai.com/v1/embeddings',
+        expect.objectContaining({
+          headers: expect.objectContaining({
+            Authorization: 'Bearer test-openai-key',
+          }),
+        })
+      )
+      expect(result).toEqual([0.1, 0.2, 0.3])
+
+      // Clean up
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should use default API version when not provided in Azure config', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        AZURE_OPENAI_API_KEY: 'test-azure-key',
+        AZURE_OPENAI_ENDPOINT: 'https://test.openai.azure.com',
+        KB_OPENAI_MODEL_NAME: 'custom-embedding-model',
+        OPENAI_API_KEY: 'test-openai-key',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          data: [{ embedding: [0.1, 0.2, 0.3] }],
+        }),
+      } as any)
+
+      await generateSearchEmbedding('test query')
+
+      expect(fetchSpy).toHaveBeenCalledWith(
+        expect.stringContaining('api-version='),
+        expect.any(Object)
+      )
+
+      // Clean up
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should use custom model name when provided in Azure config', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        AZURE_OPENAI_API_KEY: 'test-azure-key',
+        AZURE_OPENAI_ENDPOINT: 'https://test.openai.azure.com',
+        AZURE_OPENAI_API_VERSION: '2024-12-01-preview',
+        KB_OPENAI_MODEL_NAME: 'custom-embedding-model',
+        OPENAI_API_KEY: 'test-openai-key',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          data: [{ embedding: [0.1, 0.2, 0.3] }],
+        }),
+      } as any)
+
+      await generateSearchEmbedding('test query', 'text-embedding-3-small')
+
+      expect(fetchSpy).toHaveBeenCalledWith(
+        'https://test.openai.azure.com/openai/deployments/custom-embedding-model/embeddings?api-version=2024-12-01-preview',
+        expect.any(Object)
+      )
+
+      // Clean up
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should throw error when no API configuration provided', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+
+      await expect(generateSearchEmbedding('test query')).rejects.toThrow(
+        'Either OPENAI_API_KEY or Azure OpenAI configuration (AZURE_OPENAI_API_KEY + AZURE_OPENAI_ENDPOINT) must be configured'
+      )
+    })
+
+    it('should handle Azure OpenAI API errors properly', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        AZURE_OPENAI_API_KEY: 'test-azure-key',
+        AZURE_OPENAI_ENDPOINT: 'https://test.openai.azure.com',
+        AZURE_OPENAI_API_VERSION: '2024-12-01-preview',
+        KB_OPENAI_MODEL_NAME: 'text-embedding-ada-002',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: false,
+        status: 404,
+        statusText: 'Not Found',
+        text: async () => 'Deployment not found',
+      } as any)
+
+      await expect(generateSearchEmbedding('test query')).rejects.toThrow('Embedding API failed')
+
+      // Clean up
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should handle OpenAI API errors properly', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        OPENAI_API_KEY: 'test-openai-key',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: false,
+        status: 429,
+        statusText: 'Too Many Requests',
+        text: async () => 'Rate limit exceeded',
+      } as any)
+
+      await expect(generateSearchEmbedding('test query')).rejects.toThrow('Embedding API failed')
+
+      // Clean up
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should include correct request body for Azure OpenAI', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        AZURE_OPENAI_API_KEY: 'test-azure-key',
+        AZURE_OPENAI_ENDPOINT: 'https://test.openai.azure.com',
+        AZURE_OPENAI_API_VERSION: '2024-12-01-preview',
+        KB_OPENAI_MODEL_NAME: 'text-embedding-ada-002',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          data: [{ embedding: [0.1, 0.2, 0.3] }],
+        }),
+      } as any)
+
+      await generateSearchEmbedding('test query')
+
+      expect(fetchSpy).toHaveBeenCalledWith(
+        expect.any(String),
+        expect.objectContaining({
+          body: JSON.stringify({
+            input: ['test query'],
+            encoding_format: 'float',
+          }),
+        })
+      )
+
+      // Clean up
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should include correct request body for OpenAI', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        OPENAI_API_KEY: 'test-openai-key',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          data: [{ embedding: [0.1, 0.2, 0.3] }],
+        }),
+      } as any)
+
+      await generateSearchEmbedding('test query', 'text-embedding-3-small')
+
+      expect(fetchSpy).toHaveBeenCalledWith(
+        expect.any(String),
+        expect.objectContaining({
+          body: JSON.stringify({
+            input: ['test query'],
+            model: 'text-embedding-3-small',
+            encoding_format: 'float',
+          }),
+        })
+      )
+
+      // Clean up
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+  })
 })

apps/sim/app/api/knowledge/search/utils.ts

@@ -1,22 +1,10 @@
 import { and, eq, inArray, sql } from 'drizzle-orm'
-import { retryWithExponentialBackoff } from '@/lib/documents/utils'
-import { env } from '@/lib/env'
 import { createLogger } from '@/lib/logs/console/logger'
 import { db } from '@/db'
 import { embedding } from '@/db/schema'
 
 const logger = createLogger('KnowledgeSearchUtils')
 
-export class APIError extends Error {
-  public status: number
-
-  constructor(message: string, status: number) {
-    super(message)
-    this.name = 'APIError'
-    this.status = status
-  }
-}
-
 export interface SearchResult {
   id: string
   content: string
@@ -41,61 +29,8 @@ export interface SearchParams {
   distanceThreshold?: number
 }
 
-export async function generateSearchEmbedding(query: string): Promise<number[]> {
-  const openaiApiKey = env.OPENAI_API_KEY
-  if (!openaiApiKey) {
-    throw new Error('OPENAI_API_KEY not configured')
-  }
-
-  try {
-    const embedding = await retryWithExponentialBackoff(
-      async () => {
-        const response = await fetch('https://api.openai.com/v1/embeddings', {
-          method: 'POST',
-          headers: {
-            Authorization: `Bearer ${openaiApiKey}`,
-            'Content-Type': 'application/json',
-          },
-          body: JSON.stringify({
-            input: query,
-            model: 'text-embedding-3-small',
-            encoding_format: 'float',
-          }),
-        })
-
-        if (!response.ok) {
-          const errorText = await response.text()
-          const error = new APIError(
-            `OpenAI API error: ${response.status} ${response.statusText} - ${errorText}`,
-            response.status
-          )
-          throw error
-        }
-
-        const data = await response.json()
-
-        if (!data.data || !Array.isArray(data.data) || data.data.length === 0) {
-          throw new Error('Invalid response format from OpenAI embeddings API')
-        }
-
-        return data.data[0].embedding
-      },
-      {
-        maxRetries: 5,
-        initialDelayMs: 1000,
-        maxDelayMs: 30000,
-        backoffMultiplier: 2,
-      }
-    )
-
-    return embedding
-  } catch (error) {
-    logger.error('Failed to generate search embedding:', error)
-    throw new Error(
-      `Embedding generation failed: ${error instanceof Error ? error.message : 'Unknown error'}`
-    )
-  }
-}
+// Use shared embedding utility
+export { generateSearchEmbedding } from '@/lib/embeddings/utils'
 
 function getTagFilters(filters: Record<string, string>, embedding: any) {
   return Object.entries(filters).map(([key, value]) => {

apps/sim/app/api/knowledge/utils.test.ts

@@ -252,5 +252,76 @@ describe('Knowledge Utils', () => {
 
       expect(result.length).toBe(2)
     })
+
+    it('should use Azure OpenAI when Azure config is provided', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        AZURE_OPENAI_API_KEY: 'test-azure-key',
+        AZURE_OPENAI_ENDPOINT: 'https://test.openai.azure.com',
+        AZURE_OPENAI_API_VERSION: '2024-12-01-preview',
+        KB_OPENAI_MODEL_NAME: 'text-embedding-ada-002',
+        OPENAI_API_KEY: 'test-openai-key',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          data: [{ embedding: [0.1, 0.2], index: 0 }],
+        }),
+      } as any)
+
+      await generateEmbeddings(['test text'])
+
+      expect(fetchSpy).toHaveBeenCalledWith(
+        'https://test.openai.azure.com/openai/deployments/text-embedding-ada-002/embeddings?api-version=2024-12-01-preview',
+        expect.objectContaining({
+          headers: expect.objectContaining({
+            'api-key': 'test-azure-key',
+          }),
+        })
+      )
+
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should fallback to OpenAI when no Azure config provided', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+      Object.assign(env, {
+        OPENAI_API_KEY: 'test-openai-key',
+      })
+
+      const fetchSpy = vi.mocked(fetch)
+      fetchSpy.mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          data: [{ embedding: [0.1, 0.2], index: 0 }],
+        }),
+      } as any)
+
+      await generateEmbeddings(['test text'])
+
+      expect(fetchSpy).toHaveBeenCalledWith(
+        'https://api.openai.com/v1/embeddings',
+        expect.objectContaining({
+          headers: expect.objectContaining({
+            Authorization: 'Bearer test-openai-key',
+          }),
+        })
+      )
+
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+    })
+
+    it('should throw error when no API configuration provided', async () => {
+      const { env } = await import('@/lib/env')
+      Object.keys(env).forEach((key) => delete (env as any)[key])
+
+      await expect(generateEmbeddings(['test text'])).rejects.toThrow(
+        'Either OPENAI_API_KEY or Azure OpenAI configuration (AZURE_OPENAI_API_KEY + AZURE_OPENAI_ENDPOINT) must be configured'
+      )
+    })
   })
 })

apps/sim/app/api/knowledge/utils.ts

@@ -1,8 +1,7 @@
 import crypto from 'crypto'
 import { and, eq, isNull } from 'drizzle-orm'
 import { processDocument } from '@/lib/documents/document-processor'
-import { retryWithExponentialBackoff } from '@/lib/documents/utils'
-import { env } from '@/lib/env'
+import { generateEmbeddings } from '@/lib/embeddings/utils'
 import { createLogger } from '@/lib/logs/console/logger'
 import { getUserEntityPermissions } from '@/lib/permissions/utils'
 import { db } from '@/db'
@@ -10,22 +9,11 @@ import { document, embedding, knowledgeBase } from '@/db/schema'
 
 const logger = createLogger('KnowledgeUtils')
 
-// Timeout constants (in milliseconds)
 const TIMEOUTS = {
   OVERALL_PROCESSING: 150000, // 150 seconds (2.5 minutes)
   EMBEDDINGS_API: 60000, // 60 seconds per batch
 } as const
 
-class APIError extends Error {
-  public status: number
-
-  constructor(message: string, status: number) {
-    super(message)
-    this.name = 'APIError'
-    this.status = status
-  }
-}
-
 /**
  * Create a timeout wrapper for async operations
  */
@@ -110,18 +98,6 @@ export interface EmbeddingData {
   updatedAt: Date
 }
 
-interface OpenAIEmbeddingResponse {
-  data: Array<{
-    embedding: number[]
-    index: number
-  }>
-  model: string
-  usage: {
-    prompt_tokens: number
-    total_tokens: number
-  }
-}
-
 export interface KnowledgeBaseAccessResult {
   hasAccess: true
   knowledgeBase: Pick<KnowledgeBaseData, 'id' | 'userId'>
@@ -405,87 +381,8 @@ export async function checkChunkAccess(
   }
 }
 
-/**
- * Generate embeddings using OpenAI API with retry logic for rate limiting
- */
-export async function generateEmbeddings(
-  texts: string[],
-  embeddingModel = 'text-embedding-3-small'
-): Promise<number[][]> {
-  const openaiApiKey = env.OPENAI_API_KEY
-  if (!openaiApiKey) {
-    throw new Error('OPENAI_API_KEY not configured')
-  }
-
-  try {
-    const batchSize = 100
-    const allEmbeddings: number[][] = []
-
-    for (let i = 0; i < texts.length; i += batchSize) {
-      const batch = texts.slice(i, i + batchSize)
-
-      logger.info(
-        `Generating embeddings for batch ${Math.floor(i / batchSize) + 1} (${batch.length} texts)`
-      )
-
-      const batchEmbeddings = await retryWithExponentialBackoff(
-        async () => {
-          const controller = new AbortController()
-          const timeoutId = setTimeout(() => controller.abort(), TIMEOUTS.EMBEDDINGS_API)
-
-          try {
-            const response = await fetch('https://api.openai.com/v1/embeddings', {
-              method: 'POST',
-              headers: {
-                Authorization: `Bearer ${openaiApiKey}`,
-                'Content-Type': 'application/json',
-              },
-              body: JSON.stringify({
-                input: batch,
-                model: embeddingModel,
-                encoding_format: 'float',
-              }),
-              signal: controller.signal,
-            })
-
-            clearTimeout(timeoutId)
-
-            if (!response.ok) {
-              const errorText = await response.text()
-              const error = new APIError(
-                `OpenAI API error: ${response.status} ${response.statusText} - ${errorText}`,
-                response.status
-              )
-              throw error
-            }
-
-            const data: OpenAIEmbeddingResponse = await response.json()
-            return data.data.map((item) => item.embedding)
-          } catch (error) {
-            clearTimeout(timeoutId)
-            if (error instanceof Error && error.name === 'AbortError') {
-              throw new Error('OpenAI API request timed out')
-            }
-            throw error
-          }
-        },
-        {
-          maxRetries: 5,
-          initialDelayMs: 1000,
-          maxDelayMs: 60000, // Max 1 minute delay for embeddings
-          backoffMultiplier: 2,
-        }
-      )
-
-      allEmbeddings.push(...batchEmbeddings)
-    }
-
-    return allEmbeddings
-  } catch (error) {
-    logger.error('Failed to generate embeddings:', error)
-    throw error
-  }
-}
+// Export for external use
+export { generateEmbeddings }
 
 /**
  * Process a document asynchronously with full error handling

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

@@ -39,6 +39,8 @@ export async function POST(request: NextRequest) {
       stream,
       messages,
       environmentVariables,
+      reasoningEffort,
+      verbosity,
     } = body
 
     logger.info(`[${requestId}] Provider request details`, {
@@ -58,6 +60,8 @@ export async function POST(request: NextRequest) {
       messageCount: messages?.length || 0,
       hasEnvironmentVariables:
         !!environmentVariables && Object.keys(environmentVariables).length > 0,
+      reasoningEffort,
+      verbosity,
     })
 
     let finalApiKey: string
@@ -99,6 +103,8 @@ export async function POST(request: NextRequest) {
       stream,
       messages,
       environmentVariables,
+      reasoningEffort,
+      verbosity,
     })
 
     const executionTime = Date.now() - startTime

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

@@ -1,9 +1,11 @@
 import { eq, sql } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
+import { z } from 'zod'
 import { getSession } from '@/lib/auth'
 import { createLogger } from '@/lib/logs/console/logger'
+import { hasAdminPermission } from '@/lib/permissions/utils'
 import { db } from '@/db'
-import { templates } from '@/db/schema'
+import { templates, workflow } from '@/db/schema'
 
 const logger = createLogger('TemplateByIdAPI')
 
@@ -62,3 +64,153 @@ export async function GET(request: NextRequest, { params }: { params: Promise<{
     return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
   }
 }
+
+const updateTemplateSchema = z.object({
+  name: z.string().min(1).max(100),
+  description: z.string().min(1).max(500),
+  author: z.string().min(1).max(100),
+  category: z.string().min(1),
+  icon: z.string().min(1),
+  color: z.string().regex(/^#[0-9A-F]{6}$/i),
+  state: z.any().optional(), // Workflow state
+})
+
+// PUT /api/templates/[id] - Update a template
+export async function PUT(request: NextRequest, { params }: { params: Promise<{ id: string }> }) {
+  const requestId = crypto.randomUUID().slice(0, 8)
+  const { id } = await params
+
+  try {
+    const session = await getSession()
+    if (!session?.user?.id) {
+      logger.warn(`[${requestId}] Unauthorized template update attempt for ID: ${id}`)
+      return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
+    }
+
+    const body = await request.json()
+    const validationResult = updateTemplateSchema.safeParse(body)
+
+    if (!validationResult.success) {
+      logger.warn(`[${requestId}] Invalid template data for update: ${id}`, validationResult.error)
+      return NextResponse.json(
+        { error: 'Invalid template data', details: validationResult.error.errors },
+        { status: 400 }
+      )
+    }
+
+    const { name, description, author, category, icon, color, state } = validationResult.data
+
+    // Check if template exists
+    const existingTemplate = await db.select().from(templates).where(eq(templates.id, id)).limit(1)
+
+    if (existingTemplate.length === 0) {
+      logger.warn(`[${requestId}] Template not found for update: ${id}`)
+      return NextResponse.json({ error: 'Template not found' }, { status: 404 })
+    }
+
+    // Permission: template owner OR admin of the workflow's workspace (if any)
+    let canUpdate = existingTemplate[0].userId === session.user.id
+
+    if (!canUpdate && existingTemplate[0].workflowId) {
+      const wfRows = await db
+        .select({ workspaceId: workflow.workspaceId })
+        .from(workflow)
+        .where(eq(workflow.id, existingTemplate[0].workflowId))
+        .limit(1)
+
+      const workspaceId = wfRows[0]?.workspaceId as string | null | undefined
+      if (workspaceId) {
+        const hasAdmin = await hasAdminPermission(session.user.id, workspaceId)
+        if (hasAdmin) canUpdate = true
+      }
+    }
+
+    if (!canUpdate) {
+      logger.warn(`[${requestId}] User denied permission to update template ${id}`)
+      return NextResponse.json({ error: 'Access denied' }, { status: 403 })
+    }
+
+    // Update the template
+    const updatedTemplate = await db
+      .update(templates)
+      .set({
+        name,
+        description,
+        author,
+        category,
+        icon,
+        color,
+        ...(state && { state }),
+        updatedAt: new Date(),
+      })
+      .where(eq(templates.id, id))
+      .returning()
+
+    logger.info(`[${requestId}] Successfully updated template: ${id}`)
+
+    return NextResponse.json({
+      data: updatedTemplate[0],
+      message: 'Template updated successfully',
+    })
+  } catch (error: any) {
+    logger.error(`[${requestId}] Error updating template: ${id}`, error)
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}
+
+// DELETE /api/templates/[id] - Delete a template
+export async function DELETE(
+  request: NextRequest,
+  { params }: { params: Promise<{ id: string }> }
+) {
+  const requestId = crypto.randomUUID().slice(0, 8)
+  const { id } = await params
+
+  try {
+    const session = await getSession()
+    if (!session?.user?.id) {
+      logger.warn(`[${requestId}] Unauthorized template delete attempt for ID: ${id}`)
+      return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
+    }
+
+    // Fetch template
+    const existing = await db.select().from(templates).where(eq(templates.id, id)).limit(1)
+    if (existing.length === 0) {
+      logger.warn(`[${requestId}] Template not found for delete: ${id}`)
+      return NextResponse.json({ error: 'Template not found' }, { status: 404 })
+    }
+
+    const template = existing[0]
+
+    // Permission: owner or admin of the workflow's workspace (if any)
+    let canDelete = template.userId === session.user.id
+
+    if (!canDelete && template.workflowId) {
+      // Look up workflow to get workspaceId
+      const wfRows = await db
+        .select({ workspaceId: workflow.workspaceId })
+        .from(workflow)
+        .where(eq(workflow.id, template.workflowId))
+        .limit(1)
+
+      const workspaceId = wfRows[0]?.workspaceId as string | null | undefined
+      if (workspaceId) {
+        const hasAdmin = await hasAdminPermission(session.user.id, workspaceId)
+        if (hasAdmin) canDelete = true
+      }
+    }
+
+    if (!canDelete) {
+      logger.warn(`[${requestId}] User denied permission to delete template ${id}`)
+      return NextResponse.json({ error: 'Access denied' }, { status: 403 })
+    }
+
+    await db.delete(templates).where(eq(templates.id, id))
+
+    logger.info(`[${requestId}] Deleted template: ${id}`)
+    return NextResponse.json({ success: true })
+  } catch (error: any) {
+    logger.error(`[${requestId}] Error deleting template: ${id}`, error)
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}

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

@@ -77,6 +77,7 @@ const QueryParamsSchema = z.object({
   limit: z.coerce.number().optional().default(50),
   offset: z.coerce.number().optional().default(0),
   search: z.string().optional(),
+  workflowId: z.string().optional(),
 })
 
 // GET /api/templates - Retrieve templates
@@ -111,6 +112,11 @@ export async function GET(request: NextRequest) {
       )
     }
 
+    // Apply workflow filter if provided (for getting template by workflow)
+    if (params.workflowId) {
+      conditions.push(eq(templates.workflowId, params.workflowId))
+    }
+
     // Combine conditions
     const whereCondition = conditions.length > 0 ? and(...conditions) : undefined
 

apps/sim/app/api/tools/drive/file/route.ts

@@ -45,7 +45,7 @@ export async function GET(request: NextRequest) {
     // Fetch the file from Google Drive API
     logger.info(`[${requestId}] Fetching file ${fileId} from Google Drive API`)
     const response = await fetch(
-      `https://www.googleapis.com/drive/v3/files/${fileId}?fields=id,name,mimeType,iconLink,webViewLink,thumbnailLink,createdTime,modifiedTime,size,owners,exportLinks`,
+      `https://www.googleapis.com/drive/v3/files/${fileId}?fields=id,name,mimeType,iconLink,webViewLink,thumbnailLink,createdTime,modifiedTime,size,owners,exportLinks,shortcutDetails&supportsAllDrives=true`,
       {
         headers: {
           Authorization: `Bearer ${accessToken}`,
@@ -77,6 +77,34 @@ export async function GET(request: NextRequest) {
       'application/vnd.google-apps.presentation': 'application/pdf', // Google Slides to PDF
     }
 
+    // Resolve shortcuts transparently for UI stability
+    if (
+      file.mimeType === 'application/vnd.google-apps.shortcut' &&
+      file.shortcutDetails?.targetId
+    ) {
+      const targetId = file.shortcutDetails.targetId
+      const shortcutResp = await fetch(
+        `https://www.googleapis.com/drive/v3/files/${targetId}?fields=id,name,mimeType,iconLink,webViewLink,thumbnailLink,createdTime,modifiedTime,size,owners,exportLinks&supportsAllDrives=true`,
+        {
+          headers: { Authorization: `Bearer ${accessToken}` },
+        }
+      )
+      if (shortcutResp.ok) {
+        const targetFile = await shortcutResp.json()
+        file.id = targetFile.id
+        file.name = targetFile.name
+        file.mimeType = targetFile.mimeType
+        file.iconLink = targetFile.iconLink
+        file.webViewLink = targetFile.webViewLink
+        file.thumbnailLink = targetFile.thumbnailLink
+        file.createdTime = targetFile.createdTime
+        file.modifiedTime = targetFile.modifiedTime
+        file.size = targetFile.size
+        file.owners = targetFile.owners
+        file.exportLinks = targetFile.exportLinks
+      }
+    }
+
     // If the file is a Google Docs, Sheets, or Slides file, we need to provide the export link
     if (file.mimeType.startsWith('application/vnd.google-apps.')) {
       const format = exportFormats[file.mimeType] || 'application/pdf'

apps/sim/app/api/tools/drive/files/route.ts

@@ -1,10 +1,8 @@
-import { eq } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { getSession } from '@/lib/auth'
+import { authorizeCredentialUse } from '@/lib/auth/credential-access'
 import { createLogger } from '@/lib/logs/console/logger'
 import { refreshAccessTokenIfNeeded } from '@/app/api/auth/oauth/utils'
-import { db } from '@/db'
-import { account } from '@/db/schema'
 
 export const dynamic = 'force-dynamic'
 
@@ -32,64 +30,48 @@ export async function GET(request: NextRequest) {
     const credentialId = searchParams.get('credentialId')
     const mimeType = searchParams.get('mimeType')
     const query = searchParams.get('query') || ''
+    const folderId = searchParams.get('folderId') || searchParams.get('parentId') || ''
+    const workflowId = searchParams.get('workflowId') || undefined
 
     if (!credentialId) {
       logger.warn(`[${requestId}] Missing credential ID`)
       return NextResponse.json({ error: 'Credential ID is required' }, { status: 400 })
     }
 
-    // Get the credential from the database
-    const credentials = await db.select().from(account).where(eq(account.id, credentialId)).limit(1)
-
-    if (!credentials.length) {
-      logger.warn(`[${requestId}] Credential not found`, { credentialId })
-      return NextResponse.json({ error: 'Credential not found' }, { status: 404 })
-    }
-
-    const credential = credentials[0]
-
-    // Check if the credential belongs to the user
-    if (credential.userId !== session.user.id) {
-      logger.warn(`[${requestId}] Unauthorized credential access attempt`, {
-        credentialUserId: credential.userId,
-        requestUserId: session.user.id,
-      })
-      return NextResponse.json({ error: 'Unauthorized' }, { status: 403 })
+    // Authorize use of the credential (supports collaborator credentials via workflow)
+    const authz = await authorizeCredentialUse(request, { credentialId: credentialId!, workflowId })
+    if (!authz.ok || !authz.credentialOwnerUserId) {
+      logger.warn(`[${requestId}] Unauthorized credential access attempt`, authz)
+      return NextResponse.json({ error: authz.error || 'Unauthorized' }, { status: 403 })
     }
 
     // Refresh access token if needed using the utility function
-    const accessToken = await refreshAccessTokenIfNeeded(credentialId, session.user.id, requestId)
+    const accessToken = await refreshAccessTokenIfNeeded(
+      credentialId!,
+      authz.credentialOwnerUserId,
+      requestId
+    )
 
     if (!accessToken) {
       return NextResponse.json({ error: 'Failed to obtain valid access token' }, { status: 401 })
     }
 
-    // Build the query parameters for Google Drive API
-    let queryParams = 'trashed=false'
-
-    // Add mimeType filter if provided
+    // Build Drive 'q' expression safely
+    const qParts: string[] = ['trashed = false']
+    if (folderId) {
+      qParts.push(`'${folderId.replace(/'/g, "\\'")}' in parents`)
+    }
     if (mimeType) {
-      // For Google Drive API, we need to use 'q' parameter for mimeType filtering
-      // Instead of using the mimeType parameter directly, we'll add it to the query
-      if (queryParams.includes('q=')) {
-        queryParams += ` and mimeType='${mimeType}'`
-      } else {
-        queryParams += `&q=mimeType='${mimeType}'`
-      }
+      qParts.push(`mimeType = '${mimeType.replace(/'/g, "\\'")}'`)
     }
-
-    // Add search query if provided
     if (query) {
-      if (queryParams.includes('q=')) {
-        queryParams += ` and name contains '${query}'`
-      } else {
-        queryParams += `&q=name contains '${query}'`
-      }
+      qParts.push(`name contains '${query.replace(/'/g, "\\'")}'`)
     }
+    const q = encodeURIComponent(qParts.join(' and '))
 
-    // Fetch files from Google Drive API
+    // Fetch files from Google Drive API with shared drives support
     const response = await fetch(
-      `https://www.googleapis.com/drive/v3/files?${queryParams}&fields=files(id,name,mimeType,iconLink,webViewLink,thumbnailLink,createdTime,modifiedTime,size,owners)`,
+      `https://www.googleapis.com/drive/v3/files?q=${q}&supportsAllDrives=true&includeItemsFromAllDrives=true&spaces=drive&fields=files(id,name,mimeType,iconLink,webViewLink,thumbnailLink,createdTime,modifiedTime,size,owners,parents)`,
       {
         headers: {
           Authorization: `Bearer ${accessToken}`,

apps/sim/app/api/tools/jira/issue/route.ts

@@ -1,10 +1,10 @@
 import { NextResponse } from 'next/server'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { getJiraCloudId } from '@/tools/jira/utils'
 
 export const dynamic = 'force-dynamic'
 
-const logger = new Logger('JiraIssueAPI')
+const logger = createLogger('JiraIssueAPI')
 
 export async function POST(request: Request) {
   try {

apps/sim/app/api/tools/jira/issues/route.ts

@@ -1,10 +1,10 @@
 import { NextResponse } from 'next/server'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { getJiraCloudId } from '@/tools/jira/utils'
 
 export const dynamic = 'force-dynamic'
 
-const logger = new Logger('JiraIssuesAPI')
+const logger = createLogger('JiraIssuesAPI')
 
 export async function POST(request: Request) {
   try {

apps/sim/app/api/tools/jira/projects/route.ts

@@ -1,10 +1,10 @@
 import { NextResponse } from 'next/server'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { getJiraCloudId } from '@/tools/jira/utils'
 
 export const dynamic = 'force-dynamic'
 
-const logger = new Logger('JiraProjectsAPI')
+const logger = createLogger('JiraProjectsAPI')
 
 export async function GET(request: Request) {
   try {

apps/sim/app/api/tools/jira/update/route.ts

@@ -1,10 +1,10 @@
 import { NextResponse } from 'next/server'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { getJiraCloudId } from '@/tools/jira/utils'
 
 export const dynamic = 'force-dynamic'
 
-const logger = new Logger('JiraUpdateAPI')
+const logger = createLogger('JiraUpdateAPI')
 
 export async function PUT(request: Request) {
   try {

apps/sim/app/api/tools/jira/write/route.ts

@@ -1,10 +1,10 @@
 import { NextResponse } from 'next/server'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { getJiraCloudId } from '@/tools/jira/utils'
 
 export const dynamic = 'force-dynamic'
 
-const logger = new Logger('JiraWriteAPI')
+const logger = createLogger('JiraWriteAPI')
 
 export async function POST(request: Request) {
   try {

apps/sim/app/api/users/me/profile/route.ts

@@ -0,0 +1,120 @@
+import { eq } from 'drizzle-orm'
+import { type NextRequest, NextResponse } from 'next/server'
+import { z } from 'zod'
+import { getSession } from '@/lib/auth'
+import { createLogger } from '@/lib/logs/console/logger'
+import { db } from '@/db'
+import { user } from '@/db/schema'
+
+const logger = createLogger('UpdateUserProfileAPI')
+
+// Schema for updating user profile
+const UpdateProfileSchema = z
+  .object({
+    name: z.string().min(1, 'Name is required').optional(),
+  })
+  .refine((data) => data.name !== undefined, {
+    message: 'Name field must be provided',
+  })
+
+export const dynamic = 'force-dynamic'
+
+export async function PATCH(request: NextRequest) {
+  const requestId = crypto.randomUUID().slice(0, 8)
+
+  try {
+    const session = await getSession()
+
+    if (!session?.user?.id) {
+      logger.warn(`[${requestId}] Unauthorized profile update attempt`)
+      return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
+    }
+
+    const userId = session.user.id
+    const body = await request.json()
+
+    const validatedData = UpdateProfileSchema.parse(body)
+
+    // Build update object
+    const updateData: any = { updatedAt: new Date() }
+    if (validatedData.name !== undefined) updateData.name = validatedData.name
+
+    // Update user profile
+    const [updatedUser] = await db
+      .update(user)
+      .set(updateData)
+      .where(eq(user.id, userId))
+      .returning()
+
+    if (!updatedUser) {
+      return NextResponse.json({ error: 'User not found' }, { status: 404 })
+    }
+
+    logger.info(`[${requestId}] User profile updated`, {
+      userId,
+      updatedFields: Object.keys(validatedData),
+    })
+
+    return NextResponse.json({
+      success: true,
+      user: {
+        id: updatedUser.id,
+        name: updatedUser.name,
+        email: updatedUser.email,
+        image: updatedUser.image,
+      },
+    })
+  } catch (error: any) {
+    if (error instanceof z.ZodError) {
+      logger.warn(`[${requestId}] Invalid profile data`, {
+        errors: error.errors,
+      })
+      return NextResponse.json(
+        { error: 'Invalid profile data', details: error.errors },
+        { status: 400 }
+      )
+    }
+
+    logger.error(`[${requestId}] Profile update error`, error)
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}
+
+// GET endpoint to fetch current user profile
+export async function GET() {
+  const requestId = crypto.randomUUID().slice(0, 8)
+
+  try {
+    const session = await getSession()
+
+    if (!session?.user?.id) {
+      logger.warn(`[${requestId}] Unauthorized profile fetch attempt`)
+      return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
+    }
+
+    const userId = session.user.id
+
+    const [userRecord] = await db
+      .select({
+        id: user.id,
+        name: user.name,
+        email: user.email,
+        image: user.image,
+        emailVerified: user.emailVerified,
+      })
+      .from(user)
+      .where(eq(user.id, userId))
+      .limit(1)
+
+    if (!userRecord) {
+      return NextResponse.json({ error: 'User not found' }, { status: 404 })
+    }
+
+    return NextResponse.json({
+      user: userRecord,
+    })
+  } catch (error: any) {
+    logger.error(`[${requestId}] Profile fetch error`, error)
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}

apps/sim/app/api/wand-generate/route.ts

@@ -1,6 +1,6 @@
 import { unstable_noStore as noStore } from 'next/cache'
 import { type NextRequest, NextResponse } from 'next/server'
-import OpenAI from 'openai'
+import OpenAI, { AzureOpenAI } from 'openai'
 import { env } from '@/lib/env'
 import { createLogger } from '@/lib/logs/console/logger'
 
@@ -10,14 +10,32 @@ export const maxDuration = 60
 
 const logger = createLogger('WandGenerateAPI')
 
-const openai = env.OPENAI_API_KEY
-  ? new OpenAI({
-      apiKey: env.OPENAI_API_KEY,
-    })
-  : null
+const azureApiKey = env.AZURE_OPENAI_API_KEY
+const azureEndpoint = env.AZURE_OPENAI_ENDPOINT
+const azureApiVersion = env.AZURE_OPENAI_API_VERSION
+const wandModelName = env.WAND_OPENAI_MODEL_NAME || 'gpt-4o'
+const openaiApiKey = env.OPENAI_API_KEY
 
-if (!env.OPENAI_API_KEY) {
-  logger.warn('OPENAI_API_KEY not found. Wand generation API will not function.')
+const useWandAzure = azureApiKey && azureEndpoint && azureApiVersion
+
+const client = useWandAzure
+  ? new AzureOpenAI({
+      apiKey: azureApiKey,
+      apiVersion: azureApiVersion,
+      endpoint: azureEndpoint,
+    })
+  : openaiApiKey
+    ? new OpenAI({
+        apiKey: openaiApiKey,
+      })
+    : null
+
+if (!useWandAzure && !openaiApiKey) {
+  logger.warn(
+    'Neither Azure OpenAI nor OpenAI API key found. Wand generation API will not function.'
+  )
+} else {
+  logger.info(`Using ${useWandAzure ? 'Azure OpenAI' : 'OpenAI'} for wand generation`)
 }
 
 interface ChatMessage {
@@ -32,14 +50,12 @@ interface RequestBody {
   history?: ChatMessage[]
 }
 
-// The endpoint is now generic - system prompts come from wand configs
-
 export async function POST(req: NextRequest) {
   const requestId = crypto.randomUUID().slice(0, 8)
   logger.info(`[${requestId}] Received wand generation request`)
 
-  if (!openai) {
-    logger.error(`[${requestId}] OpenAI client not initialized. Missing API key.`)
+  if (!client) {
+    logger.error(`[${requestId}] AI client not initialized. Missing API key.`)
     return NextResponse.json(
       { success: false, error: 'Wand generation service is not configured.' },
       { status: 503 }
@@ -74,22 +90,34 @@ export async function POST(req: NextRequest) {
     // Add the current user prompt
     messages.push({ role: 'user', content: prompt })
 
-    logger.debug(`[${requestId}] Calling OpenAI API for wand generation`, {
-      stream,
-      historyLength: history.length,
-    })
+    logger.debug(
+      `[${requestId}] Calling ${useWandAzure ? 'Azure OpenAI' : 'OpenAI'} API for wand generation`,
+      {
+        stream,
+        historyLength: history.length,
+        endpoint: useWandAzure ? azureEndpoint : 'api.openai.com',
+        model: useWandAzure ? wandModelName : 'gpt-4o',
+        apiVersion: useWandAzure ? azureApiVersion : 'N/A',
+      }
+    )
 
     // For streaming responses
     if (stream) {
       try {
-        const streamCompletion = await openai?.chat.completions.create({
-          model: 'gpt-4o',
+        logger.debug(
+          `[${requestId}] Starting streaming request to ${useWandAzure ? 'Azure OpenAI' : 'OpenAI'}`
+        )
+
+        const streamCompletion = await client.chat.completions.create({
+          model: useWandAzure ? wandModelName : 'gpt-4o',
           messages: messages,
           temperature: 0.3,
           max_tokens: 10000,
           stream: true,
         })
 
+        logger.debug(`[${requestId}] Stream connection established successfully`)
+
         return new Response(
           new ReadableStream({
             async start(controller) {
@@ -99,21 +127,23 @@ export async function POST(req: NextRequest) {
                 for await (const chunk of streamCompletion) {
                   const content = chunk.choices[0]?.delta?.content || ''
                   if (content) {
-                    // Use the same format as codegen API for consistency
+                    // Use SSE format identical to chat streaming
                     controller.enqueue(
-                      encoder.encode(`${JSON.stringify({ chunk: content, done: false })}\n`)
+                      encoder.encode(`data: ${JSON.stringify({ chunk: content })}\n\n`)
                     )
                   }
                 }
 
-                // Send completion signal
-                controller.enqueue(encoder.encode(`${JSON.stringify({ chunk: '', done: true })}\n`))
+                // Send completion signal in SSE format
+                controller.enqueue(encoder.encode(`data: ${JSON.stringify({ done: true })}\n\n`))
                 controller.close()
                 logger.info(`[${requestId}] Wand generation streaming completed`)
               } catch (streamError: any) {
                 logger.error(`[${requestId}] Streaming error`, { error: streamError.message })
                 controller.enqueue(
-                  encoder.encode(`${JSON.stringify({ error: 'Streaming failed', done: true })}\n`)
+                  encoder.encode(
+                    `data: ${JSON.stringify({ error: 'Streaming failed', done: true })}\n\n`
+                  )
                 )
                 controller.close()
               }
@@ -121,9 +151,10 @@ export async function POST(req: NextRequest) {
           }),
           {
             headers: {
-              'Content-Type': 'text/plain',
-              'Cache-Control': 'no-cache, no-transform',
+              'Content-Type': 'text/event-stream',
+              'Cache-Control': 'no-cache',
               Connection: 'keep-alive',
+              'X-Accel-Buffering': 'no',
             },
           }
         )
@@ -141,8 +172,8 @@ export async function POST(req: NextRequest) {
     }
 
     // For non-streaming responses
-    const completion = await openai?.chat.completions.create({
-      model: 'gpt-4o',
+    const completion = await client.chat.completions.create({
+      model: useWandAzure ? wandModelName : 'gpt-4o',
       messages: messages,
       temperature: 0.3,
       max_tokens: 10000,
@@ -151,9 +182,11 @@ export async function POST(req: NextRequest) {
     const generatedContent = completion.choices[0]?.message?.content?.trim()
 
     if (!generatedContent) {
-      logger.error(`[${requestId}] OpenAI response was empty or invalid.`)
+      logger.error(
+        `[${requestId}] ${useWandAzure ? 'Azure OpenAI' : 'OpenAI'} response was empty or invalid.`
+      )
       return NextResponse.json(
-        { success: false, error: 'Failed to generate content. OpenAI response was empty.' },
+        { success: false, error: 'Failed to generate content. AI response was empty.' },
         { status: 500 }
       )
     }
@@ -171,7 +204,9 @@ export async function POST(req: NextRequest) {
 
     if (error instanceof OpenAI.APIError) {
       status = error.status || 500
-      logger.error(`[${requestId}] OpenAI API Error: ${status} - ${error.message}`)
+      logger.error(
+        `[${requestId}] ${useWandAzure ? 'Azure OpenAI' : 'OpenAI'} API Error: ${status} - ${error.message}`
+      )
 
       if (status === 401) {
         clientErrorMessage = 'Authentication failed. Please check your API key configuration.'
@@ -181,6 +216,10 @@ export async function POST(req: NextRequest) {
         clientErrorMessage =
           'The wand generation service is currently unavailable. Please try again later.'
       }
+    } else if (useWandAzure && error.message?.includes('DeploymentNotFound')) {
+      clientErrorMessage =
+        'Azure OpenAI deployment not found. Please check your model deployment configuration.'
+      status = 404
     }
 
     return NextResponse.json(

apps/sim/app/api/webhooks/[id]/route.ts

@@ -1,8 +1,10 @@
 import { eq } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { getSession } from '@/lib/auth'
+import { env } from '@/lib/env'
 import { createLogger } from '@/lib/logs/console/logger'
 import { getUserEntityPermissions } from '@/lib/permissions/utils'
+import { getOAuthToken } from '@/app/api/auth/oauth/utils'
 import { db } from '@/db'
 import { webhook, workflow } from '@/db/schema'
 
@@ -242,6 +244,167 @@ export async function DELETE(
 
     const foundWebhook = webhookData.webhook
 
+    // If it's an Airtable webhook, delete it from Airtable first
+    if (foundWebhook.provider === 'airtable') {
+      try {
+        const { baseId, externalId } = (foundWebhook.providerConfig || {}) as {
+          baseId?: string
+          externalId?: string
+        }
+
+        if (!baseId) {
+          logger.warn(`[${requestId}] Missing baseId for Airtable webhook deletion.`, {
+            webhookId: id,
+          })
+          return NextResponse.json(
+            { error: 'Missing baseId for Airtable webhook deletion' },
+            { status: 400 }
+          )
+        }
+
+        // Get access token for the workflow owner
+        const userIdForToken = webhookData.workflow.userId
+        const accessToken = await getOAuthToken(userIdForToken, 'airtable')
+        if (!accessToken) {
+          logger.warn(
+            `[${requestId}] Could not retrieve Airtable access token for user ${userIdForToken}. Cannot delete webhook in Airtable.`,
+            { webhookId: id }
+          )
+          return NextResponse.json(
+            { error: 'Airtable access token not found for webhook deletion' },
+            { status: 401 }
+          )
+        }
+
+        // Resolve externalId if missing by listing webhooks and matching our notificationUrl
+        let resolvedExternalId: string | undefined = externalId
+
+        if (!resolvedExternalId) {
+          try {
+            const requestOrigin = new URL(request.url).origin
+            const effectiveOrigin = requestOrigin.includes('localhost')
+              ? env.NEXT_PUBLIC_APP_URL || requestOrigin
+              : requestOrigin
+            const expectedNotificationUrl = `${effectiveOrigin}/api/webhooks/trigger/${foundWebhook.path}`
+
+            const listUrl = `https://api.airtable.com/v0/bases/${baseId}/webhooks`
+            const listResp = await fetch(listUrl, {
+              headers: {
+                Authorization: `Bearer ${accessToken}`,
+              },
+            })
+            const listBody = await listResp.json().catch(() => null)
+
+            if (listResp.ok && listBody && Array.isArray(listBody.webhooks)) {
+              const match = listBody.webhooks.find((w: any) => {
+                const url: string | undefined = w?.notificationUrl
+                if (!url) return false
+                // Prefer exact match; fallback to suffix match to handle origin/host remaps
+                return (
+                  url === expectedNotificationUrl ||
+                  url.endsWith(`/api/webhooks/trigger/${foundWebhook.path}`)
+                )
+              })
+              if (match?.id) {
+                resolvedExternalId = match.id as string
+                // Persist resolved externalId for future operations
+                try {
+                  await db
+                    .update(webhook)
+                    .set({
+                      providerConfig: {
+                        ...(foundWebhook.providerConfig || {}),
+                        externalId: resolvedExternalId,
+                      },
+                      updatedAt: new Date(),
+                    })
+                    .where(eq(webhook.id, id))
+                } catch {
+                  // non-fatal persistence error
+                }
+                logger.info(`[${requestId}] Resolved Airtable externalId by listing webhooks`, {
+                  baseId,
+                  externalId: resolvedExternalId,
+                })
+              } else {
+                logger.warn(`[${requestId}] Could not resolve Airtable externalId from list`, {
+                  baseId,
+                  expectedNotificationUrl,
+                })
+              }
+            } else {
+              logger.warn(`[${requestId}] Failed to list Airtable webhooks to resolve externalId`, {
+                baseId,
+                status: listResp.status,
+                body: listBody,
+              })
+            }
+          } catch (e: any) {
+            logger.warn(`[${requestId}] Error attempting to resolve Airtable externalId`, {
+              error: e?.message,
+            })
+          }
+        }
+
+        // If still not resolvable, skip remote deletion but proceed with local delete
+        if (!resolvedExternalId) {
+          logger.info(
+            `[${requestId}] Airtable externalId not found; skipping remote deletion and proceeding to remove local record`,
+            { baseId }
+          )
+        }
+
+        if (resolvedExternalId) {
+          const airtableDeleteUrl = `https://api.airtable.com/v0/bases/${baseId}/webhooks/${resolvedExternalId}`
+          const airtableResponse = await fetch(airtableDeleteUrl, {
+            method: 'DELETE',
+            headers: {
+              Authorization: `Bearer ${accessToken}`,
+            },
+          })
+
+          // Attempt to parse error body for better diagnostics
+          if (!airtableResponse.ok) {
+            let responseBody: any = null
+            try {
+              responseBody = await airtableResponse.json()
+            } catch {
+              // ignore parse errors
+            }
+
+            logger.error(
+              `[${requestId}] Failed to delete Airtable webhook in Airtable. Status: ${airtableResponse.status}`,
+              { baseId, externalId: resolvedExternalId, response: responseBody }
+            )
+            return NextResponse.json(
+              {
+                error: 'Failed to delete webhook from Airtable',
+                details:
+                  (responseBody && (responseBody.error?.message || responseBody.error)) ||
+                  `Status ${airtableResponse.status}`,
+              },
+              { status: 500 }
+            )
+          }
+
+          logger.info(`[${requestId}] Successfully deleted Airtable webhook in Airtable`, {
+            baseId,
+            externalId: resolvedExternalId,
+          })
+        }
+      } catch (error: any) {
+        logger.error(`[${requestId}] Error deleting Airtable webhook`, {
+          webhookId: id,
+          error: error.message,
+          stack: error.stack,
+        })
+        return NextResponse.json(
+          { error: 'Failed to delete webhook from Airtable', details: error.message },
+          { status: 500 }
+        )
+      }
+    }
+
     // If it's a Telegram webhook, delete it from Telegram first
     if (foundWebhook.provider === 'telegram') {
       try {

apps/sim/app/api/webhooks/poll/gmail/route.ts

@@ -1,11 +1,11 @@
 import { nanoid } from 'nanoid'
 import { type NextRequest, NextResponse } from 'next/server'
 import { verifyCronAuth } from '@/lib/auth/internal'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { acquireLock, releaseLock } from '@/lib/redis'
 import { pollGmailWebhooks } from '@/lib/webhooks/gmail-polling-service'
 
-const logger = new Logger('GmailPollingAPI')
+const logger = createLogger('GmailPollingAPI')
 
 export const dynamic = 'force-dynamic'
 export const maxDuration = 180 // Allow up to 3 minutes for polling to complete

apps/sim/app/api/webhooks/poll/outlook/route.ts

@@ -1,11 +1,11 @@
 import { nanoid } from 'nanoid'
 import { type NextRequest, NextResponse } from 'next/server'
 import { verifyCronAuth } from '@/lib/auth/internal'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { acquireLock, releaseLock } from '@/lib/redis'
 import { pollOutlookWebhooks } from '@/lib/webhooks/outlook-polling-service'
 
-const logger = new Logger('OutlookPollingAPI')
+const logger = createLogger('OutlookPollingAPI')
 
 export const dynamic = 'force-dynamic'
 export const maxDuration = 180 // Allow up to 3 minutes for polling to complete

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

@@ -329,7 +329,7 @@ export async function POST(request: NextRequest) {
       logger.info(`[${requestId}] Gmail provider detected. Setting up Gmail webhook configuration.`)
       try {
         const { configureGmailPolling } = await import('@/lib/webhooks/utils')
-        // Use workflow owner for OAuth lookups to support collaborator-saved credentials
+        // Pass workflow owner for backward-compat fallback (utils prefers credentialId if present)
         const success = await configureGmailPolling(workflowRecord.userId, savedWebhook, requestId)
 
         if (!success) {
@@ -364,7 +364,7 @@ export async function POST(request: NextRequest) {
       )
       try {
         const { configureOutlookPolling } = await import('@/lib/webhooks/utils')
-        // Use workflow owner for OAuth lookups to support collaborator-saved credentials
+        // Pass workflow owner for backward-compat fallback (utils prefers credentialId if present)
         const success = await configureOutlookPolling(
           workflowRecord.userId,
           savedWebhook,

apps/sim/app/api/webhooks/trigger/[path]/route.test.ts

@@ -5,9 +5,23 @@ import { NextRequest } from 'next/server'
  * @vitest-environment node
  */
 import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest'
-import { createMockRequest, mockExecutionDependencies } from '@/app/api/__test-utils__/utils'
+import {
+  createMockRequest,
+  mockExecutionDependencies,
+  mockTriggerDevSdk,
+} from '@/app/api/__test-utils__/utils'
+
+// Prefer mocking the background module to avoid loading Trigger.dev at all during tests
+vi.mock('@/background/webhook-execution', () => ({
+  executeWebhookJob: vi.fn().mockResolvedValue({
+    success: true,
+    workflowId: 'test-workflow-id',
+    executionId: 'test-exec-id',
+    output: {},
+    executedAt: new Date().toISOString(),
+  }),
+}))
 
-// Define mock functions at the top level to be used in mocks
 const hasProcessedMessageMock = vi.fn().mockResolvedValue(false)
 const markMessageAsProcessedMock = vi.fn().mockResolvedValue(true)
 const closeRedisConnectionMock = vi.fn().mockResolvedValue(undefined)
@@ -33,7 +47,6 @@ const executeMock = vi.fn().mockResolvedValue({
   },
 })
 
-// Mock the DB schema objects
 const webhookMock = {
   id: 'webhook-id-column',
   path: 'path-column',
@@ -43,10 +56,6 @@ const webhookMock = {
 }
 const workflowMock = { id: 'workflow-id-column' }
 
-// Mock global timers
-vi.useFakeTimers()
-
-// Mock modules at file scope before any tests
 vi.mock('@/lib/redis', () => ({
   hasProcessedMessage: hasProcessedMessageMock,
   markMessageAsProcessed: markMessageAsProcessedMock,
@@ -77,19 +86,6 @@ vi.mock('@/executor', () => ({
   })),
 }))
 
-// Mock setTimeout and other timer functions
-vi.mock('timers', () => {
-  return {
-    setTimeout: (callback: any) => {
-      // Immediately invoke the callback
-      callback()
-      // Return a fake timer id
-      return 123
-    },
-  }
-})
-
-// Mock the database and schema
 vi.mock('@/db', () => {
   const dbMock = {
     select: vi.fn().mockImplementation((columns) => ({
@@ -128,11 +124,10 @@ describe('Webhook Trigger API Route', () => {
   beforeEach(() => {
     vi.resetModules()
     vi.resetAllMocks()
-    vi.clearAllTimers()
 
     mockExecutionDependencies()
+    mockTriggerDevSdk()
 
-    // Mock services/queue for rate limiting
     vi.doMock('@/services/queue', () => ({
       RateLimiter: vi.fn().mockImplementation(() => ({
         checkRateLimit: vi.fn().mockResolvedValue({
@@ -284,10 +279,328 @@ describe('Webhook Trigger API Route', () => {
     expect(text).toMatch(/not found/i) // Response should contain "not found" message
   })
 
-  /**
-   * Test Slack-specific webhook handling
-   * Verifies that Slack signature verification is performed
-   */
-  // TODO: Fix failing test - returns 500 instead of 200
-  // it('should handle Slack webhooks with signature verification', async () => { ... })
+  describe('Generic Webhook Authentication', () => {
+    const setupGenericWebhook = async (config: Record<string, any>) => {
+      const { db } = await import('@/db')
+      const limitMock = vi.fn().mockReturnValue([
+        {
+          webhook: {
+            id: 'generic-webhook-id',
+            provider: 'generic',
+            path: 'test-path',
+            isActive: true,
+            providerConfig: config,
+            workflowId: 'test-workflow-id',
+          },
+          workflow: {
+            id: 'test-workflow-id',
+            userId: 'test-user-id',
+            name: 'Test Workflow',
+          },
+        },
+      ])
+      const whereMock = vi.fn().mockReturnValue({ limit: limitMock })
+      const innerJoinMock = vi.fn().mockReturnValue({ where: whereMock })
+      const fromMock = vi.fn().mockReturnValue({ innerJoin: innerJoinMock })
+
+      const subscriptionLimitMock = vi.fn().mockReturnValue([{ plan: 'pro' }])
+      const subscriptionWhereMock = vi.fn().mockReturnValue({ limit: subscriptionLimitMock })
+      const subscriptionFromMock = vi.fn().mockReturnValue({ where: subscriptionWhereMock })
+
+      // @ts-ignore - mocking the query chain
+      db.select.mockImplementation((columns: any) => {
+        if (columns.plan) {
+          return { from: subscriptionFromMock }
+        }
+        return { from: fromMock }
+      })
+    }
+
+    /**
+     * Test generic webhook without authentication (default behavior)
+     */
+    it('should process generic webhook without authentication', async () => {
+      await setupGenericWebhook({ requireAuth: false })
+
+      const req = createMockRequest('POST', { event: 'test', id: 'test-123' })
+      const params = Promise.resolve({ path: 'test-path' })
+
+      mockTriggerDevSdk()
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      // Authentication passed if we don't get 401
+      expect(response.status).not.toBe(401)
+    })
+
+    /**
+     * Test generic webhook with Bearer token authentication (no custom header)
+     */
+    it('should authenticate with Bearer token when no custom header is configured', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'test-token-123',
+        // No secretHeaderName - should default to Bearer
+      })
+
+      const headers = {
+        'Content-Type': 'application/json',
+        Authorization: 'Bearer test-token-123',
+      }
+      const req = createMockRequest('POST', { event: 'bearer.test' }, headers)
+      const params = Promise.resolve({ path: 'test-path' })
+
+      mockTriggerDevSdk()
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      // Authentication passed if we don't get 401
+      expect(response.status).not.toBe(401)
+    })
+
+    /**
+     * Test generic webhook with custom header authentication
+     */
+    it('should authenticate with custom header when configured', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'secret-token-456',
+        secretHeaderName: 'X-Custom-Auth',
+      })
+
+      const headers = {
+        'Content-Type': 'application/json',
+        'X-Custom-Auth': 'secret-token-456',
+      }
+      const req = createMockRequest('POST', { event: 'custom.header.test' }, headers)
+      const params = Promise.resolve({ path: 'test-path' })
+
+      mockTriggerDevSdk()
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      // Authentication passed if we don't get 401
+      expect(response.status).not.toBe(401)
+    })
+
+    /**
+     * Test case insensitive Bearer token authentication
+     */
+    it('should handle case insensitive Bearer token authentication', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'case-test-token',
+      })
+
+      vi.doMock('@trigger.dev/sdk', () => ({
+        tasks: {
+          trigger: vi.fn().mockResolvedValue({ id: 'mock-task-id' }),
+        },
+      }))
+
+      const testCases = [
+        'Bearer case-test-token',
+        'bearer case-test-token',
+        'BEARER case-test-token',
+        'BeArEr case-test-token',
+      ]
+
+      for (const authHeader of testCases) {
+        const headers = {
+          'Content-Type': 'application/json',
+          Authorization: authHeader,
+        }
+        const req = createMockRequest('POST', { event: 'case.test' }, headers)
+        const params = Promise.resolve({ path: 'test-path' })
+
+        const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+        const response = await POST(req, { params })
+
+        // Authentication passed if we don't get 401
+        expect(response.status).not.toBe(401)
+      }
+    })
+
+    /**
+     * Test case insensitive custom header authentication
+     */
+    it('should handle case insensitive custom header authentication', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'custom-token-789',
+        secretHeaderName: 'X-Secret-Key',
+      })
+
+      vi.doMock('@trigger.dev/sdk', () => ({
+        tasks: {
+          trigger: vi.fn().mockResolvedValue({ id: 'mock-task-id' }),
+        },
+      }))
+
+      const testCases = ['X-Secret-Key', 'x-secret-key', 'X-SECRET-KEY', 'x-Secret-Key']
+
+      for (const headerName of testCases) {
+        const headers = {
+          'Content-Type': 'application/json',
+          [headerName]: 'custom-token-789',
+        }
+        const req = createMockRequest('POST', { event: 'custom.case.test' }, headers)
+        const params = Promise.resolve({ path: 'test-path' })
+
+        const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+        const response = await POST(req, { params })
+
+        // Authentication passed if we don't get 401
+        expect(response.status).not.toBe(401)
+      }
+    })
+
+    /**
+     * Test rejection of wrong Bearer token
+     */
+    it('should reject wrong Bearer token', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'correct-token',
+      })
+
+      const headers = {
+        'Content-Type': 'application/json',
+        Authorization: 'Bearer wrong-token',
+      }
+      const req = createMockRequest('POST', { event: 'wrong.token.test' }, headers)
+      const params = Promise.resolve({ path: 'test-path' })
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      expect(response.status).toBe(401)
+      expect(await response.text()).toContain('Unauthorized - Invalid authentication token')
+      expect(processWebhookMock).not.toHaveBeenCalled()
+    })
+
+    /**
+     * Test rejection of wrong custom header token
+     */
+    it('should reject wrong custom header token', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'correct-custom-token',
+        secretHeaderName: 'X-Auth-Key',
+      })
+
+      const headers = {
+        'Content-Type': 'application/json',
+        'X-Auth-Key': 'wrong-custom-token',
+      }
+      const req = createMockRequest('POST', { event: 'wrong.custom.test' }, headers)
+      const params = Promise.resolve({ path: 'test-path' })
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      expect(response.status).toBe(401)
+      expect(await response.text()).toContain('Unauthorized - Invalid authentication token')
+      expect(processWebhookMock).not.toHaveBeenCalled()
+    })
+
+    /**
+     * Test rejection of missing authentication
+     */
+    it('should reject missing authentication when required', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'required-token',
+      })
+
+      const req = createMockRequest('POST', { event: 'no.auth.test' })
+      const params = Promise.resolve({ path: 'test-path' })
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      expect(response.status).toBe(401)
+      expect(await response.text()).toContain('Unauthorized - Invalid authentication token')
+      expect(processWebhookMock).not.toHaveBeenCalled()
+    })
+
+    /**
+     * Test exclusivity - Bearer token should be rejected when custom header is configured
+     */
+    it('should reject Bearer token when custom header is configured', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'exclusive-token',
+        secretHeaderName: 'X-Only-Header',
+      })
+
+      const headers = {
+        'Content-Type': 'application/json',
+        Authorization: 'Bearer exclusive-token', // Correct token but wrong header type
+      }
+      const req = createMockRequest('POST', { event: 'exclusivity.test' }, headers)
+      const params = Promise.resolve({ path: 'test-path' })
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      expect(response.status).toBe(401)
+      expect(await response.text()).toContain('Unauthorized - Invalid authentication token')
+      expect(processWebhookMock).not.toHaveBeenCalled()
+    })
+
+    /**
+     * Test wrong custom header name is rejected
+     */
+    it('should reject wrong custom header name', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        token: 'correct-token',
+        secretHeaderName: 'X-Expected-Header',
+      })
+
+      const headers = {
+        'Content-Type': 'application/json',
+        'X-Wrong-Header': 'correct-token', // Correct token but wrong header name
+      }
+      const req = createMockRequest('POST', { event: 'wrong.header.name.test' }, headers)
+      const params = Promise.resolve({ path: 'test-path' })
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      expect(response.status).toBe(401)
+      expect(await response.text()).toContain('Unauthorized - Invalid authentication token')
+      expect(processWebhookMock).not.toHaveBeenCalled()
+    })
+
+    /**
+     * Test authentication required but no token configured
+     */
+    it('should reject when auth is required but no token is configured', async () => {
+      await setupGenericWebhook({
+        requireAuth: true,
+        // No token configured
+      })
+
+      const headers = {
+        'Content-Type': 'application/json',
+        Authorization: 'Bearer any-token',
+      }
+      const req = createMockRequest('POST', { event: 'no.token.config.test' }, headers)
+      const params = Promise.resolve({ path: 'test-path' })
+
+      const { POST } = await import('@/app/api/webhooks/trigger/[path]/route')
+      const response = await POST(req, { params })
+
+      expect(response.status).toBe(401)
+      expect(await response.text()).toContain(
+        'Unauthorized - Authentication required but not configured'
+      )
+      expect(processWebhookMock).not.toHaveBeenCalled()
+    })
+  })
 })

apps/sim/app/api/webhooks/trigger/[path]/route.ts

@@ -1,13 +1,15 @@
-import { tasks } from '@trigger.dev/sdk/v3'
+import { tasks } from '@trigger.dev/sdk'
 import { and, eq } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { checkServerSideUsageLimits } from '@/lib/billing'
+import { env, isTruthy } from '@/lib/env'
 import { createLogger } from '@/lib/logs/console/logger'
 import {
   handleSlackChallenge,
   handleWhatsAppVerification,
   validateMicrosoftTeamsSignature,
 } from '@/lib/webhooks/utils'
+import { executeWebhookJob } from '@/background/webhook-execution'
 import { db } from '@/db'
 import { subscription, webhook, workflow } from '@/db/schema'
 import { RateLimiter } from '@/services/queue'
@@ -17,6 +19,7 @@ const logger = createLogger('WebhookTriggerAPI')
 
 export const dynamic = 'force-dynamic'
 export const maxDuration = 300
+export const runtime = 'nodejs'
 
 /**
  * Webhook Verification Handler (GET)
@@ -196,6 +199,53 @@ export async function POST(
     }
   }
 
+  // Handle generic webhook authentication if enabled
+  if (foundWebhook.provider === 'generic') {
+    const providerConfig = (foundWebhook.providerConfig as Record<string, any>) || {}
+
+    if (providerConfig.requireAuth) {
+      const configToken = providerConfig.token
+      const secretHeaderName = providerConfig.secretHeaderName
+
+      // --- Token Validation ---
+      if (configToken) {
+        let isTokenValid = false
+
+        if (secretHeaderName) {
+          // Check custom header (headers are case-insensitive)
+          const headerValue = request.headers.get(secretHeaderName.toLowerCase())
+          if (headerValue === configToken) {
+            isTokenValid = true
+          }
+        } else {
+          // Check standard Authorization header (case-insensitive Bearer keyword)
+          const authHeader = request.headers.get('authorization')
+
+          // Case-insensitive comparison for "Bearer" keyword
+          if (authHeader?.toLowerCase().startsWith('bearer ')) {
+            const token = authHeader.substring(7) // Remove "Bearer " (7 characters)
+            if (token === configToken) {
+              isTokenValid = true
+            }
+          }
+        }
+
+        if (!isTokenValid) {
+          const expectedHeader = secretHeaderName || 'Authorization: Bearer TOKEN'
+          logger.warn(
+            `[${requestId}] Generic webhook authentication failed. Expected header: ${expectedHeader}`
+          )
+          return new NextResponse('Unauthorized - Invalid authentication token', { status: 401 })
+        }
+      } else {
+        logger.warn(`[${requestId}] Generic webhook requires auth but no token configured`)
+        return new NextResponse('Unauthorized - Authentication required but not configured', {
+          status: 401,
+        })
+      }
+    }
+  }
+
   // --- PHASE 3: Rate limiting for webhook execution ---
   try {
     // Get user subscription for rate limiting
@@ -283,10 +333,9 @@ export async function POST(
     // Continue processing - better to risk usage limit bypass than fail webhook
   }
 
-  // --- PHASE 5: Queue webhook execution via trigger.dev ---
+  // --- PHASE 5: Queue webhook execution (trigger.dev or direct based on env) ---
   try {
-    // Queue the webhook execution task
-    const handle = await tasks.trigger('webhook-execution', {
+    const payload = {
       webhookId: foundWebhook.id,
       workflowId: foundWorkflow.id,
       userId: foundWorkflow.userId,
@@ -295,11 +344,24 @@ export async function POST(
       headers: Object.fromEntries(request.headers.entries()),
       path,
       blockId: foundWebhook.blockId,
-    })
+    }
 
-    logger.info(
-      `[${requestId}] Queued webhook execution task ${handle.id} for ${foundWebhook.provider} webhook`
-    )
+    const useTrigger = isTruthy(env.TRIGGER_DEV_ENABLED)
+
+    if (useTrigger) {
+      const handle = await tasks.trigger('webhook-execution', payload)
+      logger.info(
+        `[${requestId}] Queued webhook execution task ${handle.id} for ${foundWebhook.provider} webhook`
+      )
+    } else {
+      // Fire-and-forget direct execution to avoid blocking webhook response
+      void executeWebhookJob(payload).catch((error) => {
+        logger.error(`[${requestId}] Direct webhook execution failed`, error)
+      })
+      logger.info(
+        `[${requestId}] Queued direct webhook execution for ${foundWebhook.provider} webhook (Trigger.dev disabled)`
+      )
+    }
 
     // Return immediate acknowledgment with provider-specific format
     if (foundWebhook.provider === 'microsoftteams') {

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

@@ -1,4 +1,4 @@
-import { tasks } from '@trigger.dev/sdk/v3'
+import { tasks } from '@trigger.dev/sdk'
 import { eq, sql } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { v4 as uuidv4 } from 'uuid'
@@ -540,7 +540,7 @@ export async function POST(
           )
         }
 
-        // Rate limit passed - trigger the task
+        // Rate limit passed - always use Trigger.dev for async executions
         const handle = await tasks.trigger('workflow-execution', {
           workflowId,
           userId: authenticatedUserId,

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

@@ -8,7 +8,7 @@ import { createLogger } from '@/lib/logs/console/logger'
 import { getUserEntityPermissions, hasAdminPermission } from '@/lib/permissions/utils'
 import { loadWorkflowFromNormalizedTables } from '@/lib/workflows/db-helpers'
 import { db } from '@/db'
-import { apiKey as apiKeyTable, workflow } from '@/db/schema'
+import { apiKey as apiKeyTable, templates, workflow } from '@/db/schema'
 
 const logger = createLogger('WorkflowByIdAPI')
 
@@ -218,6 +218,48 @@ export async function DELETE(
       return NextResponse.json({ error: 'Access denied' }, { status: 403 })
     }
 
+    // Check if workflow has published templates before deletion
+    const { searchParams } = new URL(request.url)
+    const checkTemplates = searchParams.get('check-templates') === 'true'
+    const deleteTemplatesParam = searchParams.get('deleteTemplates')
+
+    if (checkTemplates) {
+      // Return template information for frontend to handle
+      const publishedTemplates = await db
+        .select()
+        .from(templates)
+        .where(eq(templates.workflowId, workflowId))
+
+      return NextResponse.json({
+        hasPublishedTemplates: publishedTemplates.length > 0,
+        count: publishedTemplates.length,
+        publishedTemplates: publishedTemplates.map((t) => ({
+          id: t.id,
+          name: t.name,
+          views: t.views,
+          stars: t.stars,
+        })),
+      })
+    }
+
+    // Handle template deletion based on user choice
+    if (deleteTemplatesParam !== null) {
+      const deleteTemplates = deleteTemplatesParam === 'delete'
+
+      if (deleteTemplates) {
+        // Delete all templates associated with this workflow
+        await db.delete(templates).where(eq(templates.workflowId, workflowId))
+        logger.info(`[${requestId}] Deleted templates for workflow ${workflowId}`)
+      } else {
+        // Orphan the templates (set workflowId to null)
+        await db
+          .update(templates)
+          .set({ workflowId: null })
+          .where(eq(templates.workflowId, workflowId))
+        logger.info(`[${requestId}] Orphaned templates for workflow ${workflowId}`)
+      }
+    }
+
     await db.delete(workflow).where(eq(workflow.id, workflowId))
 
     const elapsed = Date.now() - startTime

apps/sim/app/api/workspaces/[id]/route.ts

@@ -1,4 +1,4 @@
-import { and, eq } from 'drizzle-orm'
+import { and, eq, inArray } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { getSession } from '@/lib/auth'
 import { createLogger } from '@/lib/logs/console/logger'
@@ -8,7 +8,7 @@ const logger = createLogger('WorkspaceByIdAPI')
 
 import { getUserEntityPermissions } from '@/lib/permissions/utils'
 import { db } from '@/db'
-import { knowledgeBase, permissions, workspace } from '@/db/schema'
+import { knowledgeBase, permissions, templates, workspace } from '@/db/schema'
 
 export async function GET(request: NextRequest, { params }: { params: Promise<{ id: string }> }) {
   const { id } = await params
@@ -19,6 +19,8 @@ export async function GET(request: NextRequest, { params }: { params: Promise<{
   }
 
   const workspaceId = id
+  const url = new URL(request.url)
+  const checkTemplates = url.searchParams.get('check-templates') === 'true'
 
   // Check if user has any access to this workspace
   const userPermission = await getUserEntityPermissions(session.user.id, 'workspace', workspaceId)
@@ -26,6 +28,42 @@ export async function GET(request: NextRequest, { params }: { params: Promise<{
     return NextResponse.json({ error: 'Workspace not found or access denied' }, { status: 404 })
   }
 
+  // If checking for published templates before deletion
+  if (checkTemplates) {
+    try {
+      // Get all workflows in this workspace
+      const workspaceWorkflows = await db
+        .select({ id: workflow.id })
+        .from(workflow)
+        .where(eq(workflow.workspaceId, workspaceId))
+
+      if (workspaceWorkflows.length === 0) {
+        return NextResponse.json({ hasPublishedTemplates: false, publishedTemplates: [] })
+      }
+
+      const workflowIds = workspaceWorkflows.map((w) => w.id)
+
+      // Check for published templates that reference these workflows
+      const publishedTemplates = await db
+        .select({
+          id: templates.id,
+          name: templates.name,
+          workflowId: templates.workflowId,
+        })
+        .from(templates)
+        .where(inArray(templates.workflowId, workflowIds))
+
+      return NextResponse.json({
+        hasPublishedTemplates: publishedTemplates.length > 0,
+        publishedTemplates,
+        count: publishedTemplates.length,
+      })
+    } catch (error) {
+      logger.error(`Error checking published templates for workspace ${workspaceId}:`, error)
+      return NextResponse.json({ error: 'Failed to check published templates' }, { status: 500 })
+    }
+  }
+
   // Get workspace details
   const workspaceDetails = await db
     .select()
@@ -108,6 +146,8 @@ export async function DELETE(
   }
 
   const workspaceId = id
+  const body = await request.json().catch(() => ({}))
+  const { deleteTemplates = false } = body // User's choice: false = keep templates (recommended), true = delete templates
 
   // Check if user has admin permissions to delete workspace
   const userPermission = await getUserEntityPermissions(session.user.id, 'workspace', workspaceId)
@@ -116,10 +156,39 @@ export async function DELETE(
   }
 
   try {
-    logger.info(`Deleting workspace ${workspaceId} for user ${session.user.id}`)
+    logger.info(
+      `Deleting workspace ${workspaceId} for user ${session.user.id}, deleteTemplates: ${deleteTemplates}`
+    )
 
     // Delete workspace and all related data in a transaction
     await db.transaction(async (tx) => {
+      // Get all workflows in this workspace before deletion
+      const workspaceWorkflows = await tx
+        .select({ id: workflow.id })
+        .from(workflow)
+        .where(eq(workflow.workspaceId, workspaceId))
+
+      if (workspaceWorkflows.length > 0) {
+        const workflowIds = workspaceWorkflows.map((w) => w.id)
+
+        // Handle templates based on user choice
+        if (deleteTemplates) {
+          // Delete published templates that reference these workflows
+          await tx.delete(templates).where(inArray(templates.workflowId, workflowIds))
+          logger.info(`Deleted templates for workflows in workspace ${workspaceId}`)
+        } else {
+          // Set workflowId to null for templates to create "orphaned" templates
+          // This allows templates to remain in marketplace but without source workflows
+          await tx
+            .update(templates)
+            .set({ workflowId: null })
+            .where(inArray(templates.workflowId, workflowIds))
+          logger.info(
+            `Updated templates to orphaned status for workflows in workspace ${workspaceId}`
+          )
+        }
+      }
+
       // Delete all workflows in the workspace - database cascade will handle all workflow-related data
       // The database cascade will handle deleting related workflow_blocks, workflow_edges, workflow_subflows,
       // workflow_logs, workflow_execution_snapshots, workflow_execution_logs, workflow_execution_trace_spans,

apps/sim/app/api/workspaces/invitations/route.test.ts

@@ -91,6 +91,7 @@ describe('Workspace Invitations API Route', () => {
       env: {
         RESEND_API_KEY: 'test-resend-key',
         NEXT_PUBLIC_APP_URL: 'https://test.sim.ai',
+        FROM_EMAIL_ADDRESS: 'Sim <noreply@test.sim.ai>',
         EMAIL_DOMAIN: 'test.sim.ai',
       },
     }))

apps/sim/app/api/workspaces/invitations/route.ts

@@ -2,12 +2,12 @@ import { randomUUID } from 'crypto'
 import { render } from '@react-email/render'
 import { and, eq, inArray } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
-import { Resend } from 'resend'
 import { WorkspaceInvitationEmail } from '@/components/emails/workspace-invitation'
 import { getSession } from '@/lib/auth'
+import { sendEmail } from '@/lib/email/mailer'
+import { getFromEmailAddress } from '@/lib/email/utils'
 import { env } from '@/lib/env'
 import { createLogger } from '@/lib/logs/console/logger'
-import { getEmailDomain } from '@/lib/urls/utils'
 import { db } from '@/db'
 import {
   permissions,
@@ -20,7 +20,6 @@ import {
 export const dynamic = 'force-dynamic'
 
 const logger = createLogger('WorkspaceInvitationsAPI')
-const resend = env.RESEND_API_KEY ? new Resend(env.RESEND_API_KEY) : null
 
 type PermissionType = (typeof permissionTypeEnum.enumValues)[number]
 
@@ -241,30 +240,23 @@ async function sendInvitationEmail({
       })
     )
 
-    if (!resend) {
-      logger.error('RESEND_API_KEY not configured')
-      return NextResponse.json(
-        {
-          error:
-            'Email service not configured. Please set RESEND_API_KEY in environment variables.',
-        },
-        { status: 500 }
-      )
-    }
-
-    const emailDomain = env.EMAIL_DOMAIN || getEmailDomain()
-    const fromAddress = `noreply@${emailDomain}`
+    const fromAddress = getFromEmailAddress()
 
     logger.info(`Attempting to send email from ${fromAddress} to ${to}`)
 
-    const result = await resend.emails.send({
-      from: fromAddress,
+    const result = await sendEmail({
       to,
       subject: `You've been invited to join "${workspaceName}" on Sim`,
       html: emailHtml,
+      from: fromAddress,
+      emailType: 'transactional',
     })
 
-    logger.info(`Invitation email sent successfully to ${to}`, { result })
+    if (result.success) {
+      logger.info(`Invitation email sent successfully to ${to}`, { result })
+    } else {
+      logger.error(`Failed to send invitation email to ${to}`, { error: result.message })
+    }
   } catch (error) {
     logger.error('Error sending invitation email:', error)
     // Continue even if email fails - the invitation is still created

apps/sim/app/chat/[subdomain]/chat-client.css

@@ -0,0 +1,167 @@
+/* Force light mode for chat subdomain by overriding dark mode utilities */
+/* This file uses CSS variables from globals.css light mode theme */
+
+/* When inside the chat layout, force all light mode CSS variables */
+.chat-light-wrapper {
+  /* Core Colors - from globals.css light mode */
+  --background: 0 0% 100%;
+  --foreground: 0 0% 3.9%;
+
+  /* Card Colors */
+  --card: 0 0% 99.2%;
+  --card-foreground: 0 0% 3.9%;
+
+  /* Popover Colors */
+  --popover: 0 0% 100%;
+  --popover-foreground: 0 0% 3.9%;
+
+  /* Primary Colors */
+  --primary: 0 0% 11.2%;
+  --primary-foreground: 0 0% 98%;
+
+  /* Secondary Colors */
+  --secondary: 0 0% 96.1%;
+  --secondary-foreground: 0 0% 11.2%;
+
+  /* Muted Colors */
+  --muted: 0 0% 96.1%;
+  --muted-foreground: 0 0% 46.9%;
+
+  /* Accent Colors */
+  --accent: 0 0% 92.5%;
+  --accent-foreground: 0 0% 11.2%;
+
+  /* Destructive Colors */
+  --destructive: 0 84.2% 60.2%;
+  --destructive-foreground: 0 0% 98%;
+
+  /* Border & Input Colors */
+  --border: 0 0% 89.8%;
+  --input: 0 0% 89.8%;
+  --ring: 0 0% 3.9%;
+
+  /* Border Radius */
+  --radius: 0.5rem;
+
+  /* Scrollbar Properties */
+  --scrollbar-track: 0 0% 85%;
+  --scrollbar-thumb: 0 0% 65%;
+  --scrollbar-thumb-hover: 0 0% 55%;
+  --scrollbar-size: 8px;
+
+  /* Workflow Properties */
+  --workflow-background: 0 0% 100%;
+  --workflow-dots: 0 0% 94.5%;
+  --card-background: 0 0% 99.2%;
+  --card-border: 0 0% 89.8%;
+  --card-text: 0 0% 3.9%;
+  --card-hover: 0 0% 96.1%;
+
+  /* Base Component Properties */
+  --base-muted-foreground: #737373;
+
+  /* Gradient Colors */
+  --gradient-primary: 263 85% 70%;
+  --gradient-secondary: 336 95% 65%;
+
+  /* Brand Colors */
+  --brand-primary-hex: #701ffc;
+  --brand-primary-hover-hex: #802fff;
+  --brand-secondary-hex: #6518e6;
+  --brand-accent-hex: #9d54ff;
+  --brand-accent-hover-hex: #a66fff;
+  --brand-background-hex: #0c0c0c;
+
+  /* UI Surface Colors */
+  --surface-elevated: #202020;
+}
+
+/* Override dark mode utility classes using CSS variables */
+.chat-light-wrapper :is(.dark\:bg-black) {
+  background-color: hsl(var(--secondary));
+}
+
+.chat-light-wrapper :is(.dark\:bg-gray-900) {
+  background-color: hsl(var(--background));
+}
+
+.chat-light-wrapper :is(.dark\:bg-gray-800) {
+  background-color: hsl(var(--secondary));
+}
+
+.chat-light-wrapper :is(.dark\:bg-gray-700) {
+  background-color: hsl(var(--accent));
+}
+
+.chat-light-wrapper :is(.dark\:bg-gray-600) {
+  background-color: hsl(var(--muted));
+}
+
+.chat-light-wrapper :is(.dark\:bg-gray-300) {
+  background-color: hsl(var(--primary));
+}
+
+/* Text color overrides using CSS variables */
+.chat-light-wrapper :is(.dark\:text-gray-100) {
+  color: hsl(var(--primary));
+}
+
+.chat-light-wrapper :is(.dark\:text-gray-200) {
+  color: hsl(var(--foreground));
+}
+
+.chat-light-wrapper :is(.dark\:text-gray-300) {
+  color: hsl(var(--muted-foreground));
+}
+
+.chat-light-wrapper :is(.dark\:text-gray-400) {
+  color: hsl(var(--muted-foreground));
+}
+
+.chat-light-wrapper :is(.dark\:text-neutral-600) {
+  color: hsl(var(--muted-foreground));
+}
+
+.chat-light-wrapper :is(.dark\:text-blue-400) {
+  color: var(--brand-accent-hex);
+}
+
+/* Border color overrides using CSS variables */
+.chat-light-wrapper :is(.dark\:border-gray-700) {
+  border-color: hsl(var(--border));
+}
+
+.chat-light-wrapper :is(.dark\:border-gray-800) {
+  border-color: hsl(var(--border));
+}
+
+.chat-light-wrapper :is(.dark\:border-gray-600) {
+  border-color: hsl(var(--border));
+}
+
+.chat-light-wrapper :is(.dark\:divide-gray-700) > * + * {
+  border-color: hsl(var(--border));
+}
+
+/* Hover state overrides */
+.chat-light-wrapper :is(.dark\:hover\:bg-gray-800\/60:hover) {
+  background-color: hsl(var(--card-hover));
+}
+
+/* Code blocks specific overrides using CSS variables */
+.chat-light-wrapper pre:is(.dark\:bg-black) {
+  background-color: hsl(var(--workflow-dots));
+}
+
+.chat-light-wrapper code:is(.dark\:bg-gray-700) {
+  background-color: hsl(var(--accent));
+}
+
+.chat-light-wrapper code:is(.dark\:text-gray-200) {
+  color: hsl(var(--foreground));
+}
+
+/* Force color scheme */
+.chat-light-wrapper {
+  color-scheme: light !important;
+}

apps/sim/app/chat/[subdomain]/chat-client.tsx

@@ -481,7 +481,7 @@ export default function ChatClient({ subdomain }: { subdomain: string }) {
 
   // Standard text-based chat interface
   return (
-    <div className='fixed inset-0 z-[100] flex flex-col bg-background'>
+    <div className='fixed inset-0 z-[100] flex flex-col bg-background text-foreground'>
       {/* Header component */}
       <ChatHeader chatConfig={chatConfig} starCount={starCount} />
 

apps/sim/app/chat/[subdomain]/components/header/header.tsx

@@ -22,53 +22,14 @@ export function ChatHeader({ chatConfig, starCount }: ChatHeaderProps) {
   return (
     <div className='flex items-center justify-between bg-background/95 px-6 py-4 pt-6 backdrop-blur supports-[backdrop-filter]:bg-background/60 md:px-8 md:pt-4'>
       <div className='flex items-center gap-4'>
-        {customImage ? (
+        {customImage && (
           <img
             src={customImage}
             alt={`${chatConfig?.title || 'Chat'} logo`}
-            className='h-12 w-12 rounded-md object-cover'
+            className='h-8 w-8 rounded-md object-cover'
           />
-        ) : (
-          // Default Sim Studio logo when no custom image is provided
-          <div
-            className='flex h-12 w-12 items-center justify-center rounded-md'
-            style={{ backgroundColor: primaryColor }}
-          >
-            <svg
-              width='20'
-              height='20'
-              viewBox='0 0 50 50'
-              fill='none'
-              xmlns='http://www.w3.org/2000/svg'
-            >
-              <path
-                d='M34.1455 20.0728H16.0364C12.7026 20.0728 10 22.7753 10 26.1091V35.1637C10 38.4975 12.7026 41.2 16.0364 41.2H34.1455C37.4792 41.2 40.1818 38.4975 40.1818 35.1637V26.1091C40.1818 22.7753 37.4792 20.0728 34.1455 20.0728Z'
-                fill={primaryColor}
-                stroke='white'
-                strokeWidth='3.5'
-                strokeLinecap='round'
-                strokeLinejoin='round'
-              />
-              <path
-                d='M25.0919 14.0364C26.7588 14.0364 28.1101 12.6851 28.1101 11.0182C28.1101 9.35129 26.7588 8 25.0919 8C23.425 8 22.0737 9.35129 22.0737 11.0182C22.0737 12.6851 23.425 14.0364 25.0919 14.0364Z'
-                fill={primaryColor}
-                stroke='white'
-                strokeWidth='4'
-                strokeLinecap='round'
-                strokeLinejoin='round'
-              />
-              <path
-                d='M25.0915 14.856V19.0277M20.5645 32.1398V29.1216M29.619 29.1216V32.1398'
-                stroke='white'
-                strokeWidth='4'
-                strokeLinecap='round'
-                strokeLinejoin='round'
-              />
-              <circle cx='25' cy='11' r='2' fill={primaryColor} />
-            </svg>
-          </div>
         )}
-        <h2 className='font-medium text-lg'>
+        <h2 className='font-medium text-foreground text-lg'>
           {chatConfig?.customizations?.headerText || chatConfig?.title || 'Chat'}
         </h2>
       </div>

apps/sim/app/chat/[subdomain]/components/loading-state/loading-state.tsx

@@ -2,10 +2,10 @@
 
 export function ChatLoadingState() {
   return (
-    <div className='flex min-h-screen items-center justify-center bg-gray-50'>
+    <div className='flex min-h-screen items-center justify-center bg-background text-foreground'>
       <div className='animate-pulse text-center'>
-        <div className='mx-auto mb-4 h-8 w-48 rounded bg-gray-200' />
-        <div className='mx-auto h-4 w-64 rounded bg-gray-200' />
+        <div className='mx-auto mb-4 h-8 w-48 rounded bg-muted' />
+        <div className='mx-auto h-4 w-64 rounded bg-muted' />
       </div>
     </div>
   )

apps/sim/app/chat/[subdomain]/layout.tsx

@@ -0,0 +1,19 @@
+'use client'
+
+import { ThemeProvider } from 'next-themes'
+import './chat-client.css'
+
+export default function ChatLayout({ children }: { children: React.ReactNode }) {
+  return (
+    <ThemeProvider
+      attribute='class'
+      forcedTheme='light'
+      enableSystem={false}
+      disableTransitionOnChange
+    >
+      <div className='light chat-light-wrapper' style={{ colorScheme: 'light' }}>
+        {children}
+      </div>
+    </ThemeProvider>
+  )
+}

apps/sim/app/globals.css

@@ -206,23 +206,22 @@
   }
 
   ::-webkit-scrollbar-track {
-    background-color: hsl(var(--scrollbar-track));
-    border-radius: var(--radius);
+    background: transparent;
   }
 
   ::-webkit-scrollbar-thumb {
-    background-color: hsl(var(--scrollbar-thumb));
+    background-color: hsl(var(--muted-foreground) / 0.3);
     border-radius: var(--radius);
   }
 
   ::-webkit-scrollbar-thumb:hover {
-    background-color: hsl(var(--scrollbar-thumb-hover));
+    background-color: hsl(var(--muted-foreground) / 0.3);
   }
 
   /* For Firefox */
   * {
     scrollbar-width: thin;
-    scrollbar-color: hsl(var(--scrollbar-thumb)) hsl(var(--scrollbar-track));
+    scrollbar-color: hsl(var(--muted-foreground) / 0.3) transparent;
   }
 }
 

apps/sim/app/layout.tsx

@@ -3,6 +3,7 @@ import { SpeedInsights } from '@vercel/speed-insights/next'
 import type { Metadata, Viewport } from 'next'
 import { PublicEnvScript } from 'next-runtime-env'
 import { BrandedLayout } from '@/components/branded-layout'
+import { generateThemeCSS } from '@/lib/branding/inject-theme'
 import { generateBrandedMetadata, generateStructuredData } from '@/lib/branding/metadata'
 import { env } from '@/lib/env'
 import { isHosted } from '@/lib/environment'
@@ -10,6 +11,8 @@ import { createLogger } from '@/lib/logs/console/logger'
 import { getAssetUrl } from '@/lib/utils'
 import '@/app/globals.css'
 
+import { SessionProvider } from '@/lib/session-context'
+import { ThemeProvider } from '@/app/theme-provider'
 import { ZoomPrevention } from '@/app/zoom-prevention'
 
 const logger = createLogger('RootLayout')
@@ -45,11 +48,14 @@ if (typeof window !== 'undefined') {
 }
 
 export const viewport: Viewport = {
-  themeColor: '#ffffff',
   width: 'device-width',
   initialScale: 1,
   maximumScale: 1,
   userScalable: false,
+  themeColor: [
+    { media: '(prefers-color-scheme: light)', color: '#ffffff' },
+    { media: '(prefers-color-scheme: dark)', color: '#0c0c0c' },
+  ],
 }
 
 // Generate dynamic metadata based on brand configuration
@@ -57,6 +63,7 @@ export const metadata: Metadata = generateBrandedMetadata()
 
 export default function RootLayout({ children }: { children: React.ReactNode }) {
   const structuredData = generateStructuredData()
+  const themeCSS = generateThemeCSS()
 
   return (
     <html lang='en' suppressHydrationWarning>
@@ -69,9 +76,18 @@ export default function RootLayout({ children }: { children: React.ReactNode })
           }}
         />
 
+        {/* Theme CSS Override */}
+        {themeCSS && (
+          <style
+            id='theme-override'
+            dangerouslySetInnerHTML={{
+              __html: themeCSS,
+            }}
+          />
+        )}
+
         {/* Meta tags for better SEO */}
-        <meta name='theme-color' content='#ffffff' />
-        <meta name='color-scheme' content='light' />
+        <meta name='color-scheme' content='light dark' />
         <meta name='format-detection' content='telephone=no' />
         <meta httpEquiv='x-ua-compatible' content='ie=edge' />
 
@@ -107,16 +123,20 @@ export default function RootLayout({ children }: { children: React.ReactNode })
         )}
       </head>
       <body suppressHydrationWarning>
-        <BrandedLayout>
-          <ZoomPrevention />
-          {children}
-          {isHosted && (
-            <>
-              <SpeedInsights />
-              <Analytics />
-            </>
-          )}
-        </BrandedLayout>
+        <ThemeProvider>
+          <SessionProvider>
+            <BrandedLayout>
+              <ZoomPrevention />
+              {children}
+              {isHosted && (
+                <>
+                  <SpeedInsights />
+                  <Analytics />
+                </>
+              )}
+            </BrandedLayout>
+          </SessionProvider>
+        </ThemeProvider>
       </body>
     </html>
   )

apps/sim/app/manifest.ts

@@ -11,8 +11,8 @@ export default function manifest(): MetadataRoute.Manifest {
       'Build and deploy AI agents using our Figma-like canvas. Build, write evals, and deploy AI agent workflows that automate workflows and streamline your business processes.',
     start_url: '/',
     display: 'standalone',
-    background_color: '#701FFC', // Default Sim brand primary color
-    theme_color: '#701FFC', // Default Sim brand primary color
+    background_color: brand.theme?.backgroundColor || '#701FFC',
+    theme_color: brand.theme?.primaryColor || '#701FFC',
     icons: [
       {
         src: '/favicon/android-chrome-192x192.png',

apps/sim/app/theme-provider.tsx

@@ -0,0 +1,19 @@
+'use client'
+
+import type { ThemeProviderProps } from 'next-themes'
+import { ThemeProvider as NextThemesProvider } from 'next-themes'
+
+export function ThemeProvider({ children, ...props }: ThemeProviderProps) {
+  return (
+    <NextThemesProvider
+      attribute='class'
+      defaultTheme='system'
+      enableSystem
+      disableTransitionOnChange
+      storageKey='sim-theme'
+      {...props}
+    >
+      {children}
+    </NextThemesProvider>
+  )
+}

apps/sim/app/workspace/[workspaceId]/logs/components/trace-spans/trace-spans-display.tsx

@@ -82,14 +82,21 @@ function transformBlockData(data: any, blockType: string, isInput: boolean) {
 interface CollapsibleInputOutputProps {
   span: TraceSpan
   spanId: string
+  depth: number
 }
 
-function CollapsibleInputOutput({ span, spanId }: CollapsibleInputOutputProps) {
+function CollapsibleInputOutput({ span, spanId, depth }: CollapsibleInputOutputProps) {
   const [inputExpanded, setInputExpanded] = useState(false)
   const [outputExpanded, setOutputExpanded] = useState(false)
 
+  // Calculate the left margin based on depth to match the parent span's indentation
+  const leftMargin = depth * 16 + 8 + 24 // Base depth indentation + icon width + extra padding
+
   return (
-    <div className='mt-2 mr-4 mb-4 ml-8 space-y-3 overflow-hidden'>
+    <div
+      className='mt-2 mr-4 mb-4 space-y-3 overflow-hidden'
+      style={{ marginLeft: `${leftMargin}px` }}
+    >
       {/* Input Data - Collapsible */}
       {span.input && (
         <div>
@@ -162,26 +169,30 @@ function BlockDataDisplay({
     if (value === undefined) return <span className='text-muted-foreground italic'>undefined</span>
 
     if (typeof value === 'string') {
-      return <span className='break-all text-green-700 dark:text-green-400'>"{value}"</span>
+      return <span className='break-all text-emerald-700 dark:text-emerald-400'>"{value}"</span>
     }
 
     if (typeof value === 'number') {
-      return <span className='text-blue-700 dark:text-blue-400'>{value}</span>
+      return <span className='font-mono text-blue-700 dark:text-blue-400'>{value}</span>
     }
 
     if (typeof value === 'boolean') {
-      return <span className='text-purple-700 dark:text-purple-400'>{value.toString()}</span>
+      return (
+        <span className='font-mono text-amber-700 dark:text-amber-400'>{value.toString()}</span>
+      )
     }
 
     if (Array.isArray(value)) {
       if (value.length === 0) return <span className='text-muted-foreground'>[]</span>
       return (
-        <div className='space-y-1'>
+        <div className='space-y-0.5'>
           <span className='text-muted-foreground'>[</span>
-          <div className='ml-4 space-y-1'>
+          <div className='ml-2 space-y-0.5'>
             {value.map((item, index) => (
-              <div key={index} className='flex min-w-0 gap-2'>
-                <span className='flex-shrink-0 text-muted-foreground text-xs'>{index}:</span>
+              <div key={index} className='flex min-w-0 gap-1.5'>
+                <span className='flex-shrink-0 font-mono text-slate-600 text-xs dark:text-slate-400'>
+                  {index}:
+                </span>
                 <div className='min-w-0 flex-1 overflow-hidden'>{renderValue(item)}</div>
               </div>
             ))}
@@ -196,10 +207,10 @@ function BlockDataDisplay({
       if (entries.length === 0) return <span className='text-muted-foreground'>{'{}'}</span>
 
       return (
-        <div className='space-y-1'>
+        <div className='space-y-0.5'>
           {entries.map(([objKey, objValue]) => (
-            <div key={objKey} className='flex min-w-0 gap-2'>
-              <span className='flex-shrink-0 font-medium text-orange-700 dark:text-orange-400'>
+            <div key={objKey} className='flex min-w-0 gap-1.5'>
+              <span className='flex-shrink-0 font-medium text-indigo-700 dark:text-indigo-400'>
                 {objKey}:
               </span>
               <div className='min-w-0 flex-1 overflow-hidden'>{renderValue(objValue, objKey)}</div>
@@ -227,12 +238,12 @@ function BlockDataDisplay({
         {transformedData &&
           Object.keys(transformedData).filter((key) => key !== 'error' && key !== 'success')
             .length > 0 && (
-            <div className='space-y-1'>
+            <div className='space-y-0.5'>
               {Object.entries(transformedData)
                 .filter(([key]) => key !== 'error' && key !== 'success')
                 .map(([key, value]) => (
-                  <div key={key} className='flex gap-2'>
-                    <span className='font-medium text-orange-700 dark:text-orange-400'>{key}:</span>
+                  <div key={key} className='flex gap-1.5'>
+                    <span className='font-medium text-indigo-700 dark:text-indigo-400'>{key}:</span>
                     {renderValue(value, key)}
                   </div>
                 ))}
@@ -592,7 +603,9 @@ function TraceSpanItem({
       {expanded && (
         <div>
           {/* Block Input/Output Data - Collapsible */}
-          {(span.input || span.output) && <CollapsibleInputOutput span={span} spanId={spanId} />}
+          {(span.input || span.output) && (
+            <CollapsibleInputOutput span={span} spanId={spanId} depth={depth} />
+          )}
 
           {/* Children and tool calls */}
           {/* Render child spans */}

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

@@ -2,8 +2,8 @@
 
 import React from 'react'
 import { TooltipProvider } from '@/components/ui/tooltip'
-import { ThemeProvider } from '@/app/workspace/[workspaceId]/providers/theme-provider'
 import { WorkspacePermissionsProvider } from '@/app/workspace/[workspaceId]/providers/workspace-permissions-provider'
+import { SettingsLoader } from './settings-loader'
 
 interface ProvidersProps {
   children: React.ReactNode
@@ -11,11 +11,12 @@ interface ProvidersProps {
 
 const Providers = React.memo<ProvidersProps>(({ children }) => {
   return (
-    <ThemeProvider>
+    <>
+      <SettingsLoader />
       <TooltipProvider delayDuration={100} skipDelayDuration={0}>
         <WorkspacePermissionsProvider>{children}</WorkspacePermissionsProvider>
       </TooltipProvider>
-    </ThemeProvider>
+    </>
   )
 })
 

apps/sim/app/workspace/[workspaceId]/providers/settings-loader.tsx

@@ -0,0 +1,27 @@
+'use client'
+
+import { useEffect, useRef } from 'react'
+import { useSession } from '@/lib/auth-client'
+import { useGeneralStore } from '@/stores/settings/general/store'
+
+/**
+ * Loads user settings from database once per workspace session.
+ * This ensures settings are synced from DB on initial load but uses
+ * localStorage cache for subsequent navigation within the app.
+ */
+export function SettingsLoader() {
+  const { data: session, isPending: isSessionPending } = useSession()
+  const loadSettings = useGeneralStore((state) => state.loadSettings)
+  const hasLoadedRef = useRef(false)
+
+  useEffect(() => {
+    // Only load settings once per session for authenticated users
+    if (!isSessionPending && session?.user && !hasLoadedRef.current) {
+      hasLoadedRef.current = true
+      // Force load from DB on initial workspace entry
+      loadSettings(true)
+    }
+  }, [isSessionPending, session?.user, loadSettings])
+
+  return null
+}

apps/sim/app/workspace/[workspaceId]/providers/theme-provider.tsx

@@ -1,23 +0,0 @@
-'use client'
-
-import { useEffect } from 'react'
-import { useGeneralStore } from '@/stores/settings/general/store'
-
-export function ThemeProvider({ children }: { children: React.ReactNode }) {
-  const theme = useGeneralStore((state) => state.theme)
-
-  useEffect(() => {
-    const root = window.document.documentElement
-    root.classList.remove('light', 'dark')
-
-    // If theme is system, check system preference
-    if (theme === 'system') {
-      const prefersDark = window.matchMedia('(prefers-color-scheme: dark)').matches
-      root.classList.add(prefersDark ? 'dark' : 'light')
-    } else {
-      root.classList.add(theme)
-    }
-  }, [theme])
-
-  return children
-}

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

@@ -29,7 +29,7 @@ export type CategoryValue = (typeof categories)[number]['value']
 // Template data structure
 export interface Template {
   id: string
-  workflowId: string
+  workflowId: string | null
   userId: string
   name: string
   description: string | null

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/control-bar/components/deploy-modal/components/deployment-info/components/example-command/example-command.tsx

@@ -11,6 +11,7 @@ import {
   DropdownMenuTrigger,
 } from '@/components/ui/dropdown-menu'
 import { Label } from '@/components/ui/label'
+import { getEnv, isTruthy } from '@/lib/env'
 
 interface ExampleCommandProps {
   command: string
@@ -32,6 +33,7 @@ export function ExampleCommand({
 }: ExampleCommandProps) {
   const [mode, setMode] = useState<ExampleMode>('sync')
   const [exampleType, setExampleType] = useState<ExampleType>('execute')
+  const isAsyncEnabled = isTruthy(getEnv('NEXT_PUBLIC_TRIGGER_DEV_ENABLED'))
 
   // Format the curl command to use a placeholder for the API key
   const formatCurlCommand = (command: string, apiKey: string) => {
@@ -146,62 +148,67 @@ export function ExampleCommand({
     <div className='space-y-1.5'>
       <div className='flex items-center justify-between'>
         {showLabel && <Label className='font-medium text-sm'>Example</Label>}
-        <div className='flex items-center gap-1'>
-          <Button
-            variant='outline'
-            size='sm'
-            onClick={() => setMode('sync')}
-            className={`h-6 min-w-[50px] px-2 py-1 text-xs transition-none ${
-              mode === 'sync'
-                ? 'border-primary bg-primary text-primary-foreground hover:border-primary hover:bg-primary hover:text-primary-foreground'
-                : ''
-            }`}
-          >
-            Sync
-          </Button>
-          <Button
-            variant='outline'
-            size='sm'
-            onClick={() => setMode('async')}
-            className={`h-6 min-w-[50px] px-2 py-1 text-xs transition-none ${
-              mode === 'async'
-                ? 'border-primary bg-primary text-primary-foreground hover:border-primary hover:bg-primary hover:text-primary-foreground'
-                : ''
-            }`}
-          >
-            Async
-          </Button>
-          <DropdownMenu>
-            <DropdownMenuTrigger asChild>
-              <Button
-                variant='outline'
-                size='sm'
-                className='h-6 min-w-[140px] justify-between px-2 py-1 text-xs'
-                disabled={mode === 'sync'}
-              >
-                <span className='truncate'>{getExampleTitle()}</span>
-                <ChevronDown className='ml-1 h-3 w-3 flex-shrink-0' />
-              </Button>
-            </DropdownMenuTrigger>
-            <DropdownMenuContent align='end'>
-              <DropdownMenuItem
-                className='cursor-pointer'
-                onClick={() => setExampleType('execute')}
-              >
-                Async Execution
-              </DropdownMenuItem>
-              <DropdownMenuItem className='cursor-pointer' onClick={() => setExampleType('status')}>
-                Check Job Status
-              </DropdownMenuItem>
-              <DropdownMenuItem
-                className='cursor-pointer'
-                onClick={() => setExampleType('rate-limits')}
-              >
-                Rate Limits & Usage
-              </DropdownMenuItem>
-            </DropdownMenuContent>
-          </DropdownMenu>
-        </div>
+        {isAsyncEnabled && (
+          <div className='flex items-center gap-1'>
+            <Button
+              variant='outline'
+              size='sm'
+              onClick={() => setMode('sync')}
+              className={`h-6 min-w-[50px] px-2 py-1 text-xs transition-none ${
+                mode === 'sync'
+                  ? 'border-primary bg-primary text-primary-foreground hover:border-primary hover:bg-primary hover:text-primary-foreground'
+                  : ''
+              }`}
+            >
+              Sync
+            </Button>
+            <Button
+              variant='outline'
+              size='sm'
+              onClick={() => setMode('async')}
+              className={`h-6 min-w-[50px] px-2 py-1 text-xs transition-none ${
+                mode === 'async'
+                  ? 'border-primary bg-primary text-primary-foreground hover:border-primary hover:bg-primary hover:text-primary-foreground'
+                  : ''
+              }`}
+            >
+              Async
+            </Button>
+            <DropdownMenu>
+              <DropdownMenuTrigger asChild>
+                <Button
+                  variant='outline'
+                  size='sm'
+                  className='h-6 min-w-[140px] justify-between px-2 py-1 text-xs'
+                  disabled={mode === 'sync'}
+                >
+                  <span className='truncate'>{getExampleTitle()}</span>
+                  <ChevronDown className='ml-1 h-3 w-3 flex-shrink-0' />
+                </Button>
+              </DropdownMenuTrigger>
+              <DropdownMenuContent align='end'>
+                <DropdownMenuItem
+                  className='cursor-pointer'
+                  onClick={() => setExampleType('execute')}
+                >
+                  Async Execution
+                </DropdownMenuItem>
+                <DropdownMenuItem
+                  className='cursor-pointer'
+                  onClick={() => setExampleType('status')}
+                >
+                  Check Job Status
+                </DropdownMenuItem>
+                <DropdownMenuItem
+                  className='cursor-pointer'
+                  onClick={() => setExampleType('rate-limits')}
+                >
+                  Rate Limits & Usage
+                </DropdownMenuItem>
+              </DropdownMenuContent>
+            </DropdownMenu>
+          </div>
+        )}
       </div>
 
       <div className='group relative h-[120px] rounded-md border bg-background transition-colors hover:bg-muted/50'>

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/control-bar/components/export-controls/export-controls.tsx

@@ -1,7 +1,7 @@
 'use client'
 
 import { useState } from 'react'
-import { Download } from 'lucide-react'
+import { Upload } from 'lucide-react'
 import { Button } from '@/components/ui/button'
 import { Tooltip, TooltipContent, TooltipTrigger } from '@/components/ui/tooltip'
 import { createLogger } from '@/lib/logs/console/logger'
@@ -81,7 +81,7 @@ export function ExportControls({ disabled = false }: ExportControlsProps) {
       <TooltipTrigger asChild>
         {isDisabled ? (
           <div className='inline-flex h-12 w-12 cursor-not-allowed items-center justify-center rounded-[11px] border bg-card text-card-foreground opacity-50 shadow-xs transition-colors'>
-            <Download className='h-5 w-5' />
+            <Upload className='h-5 w-5' />
           </div>
         ) : (
           <Button
@@ -89,7 +89,7 @@ export function ExportControls({ disabled = false }: ExportControlsProps) {
             onClick={handleExportYaml}
             className='h-12 w-12 rounded-[11px] border bg-card text-card-foreground shadow-xs hover:bg-secondary'
           >
-            <Download className='h-5 w-5' />
+            <Upload className='h-5 w-5' />
             <span className='sr-only'>Export as YAML</span>
           </Button>
         )}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/control-bar/components/template-modal/template-modal.tsx

@@ -1,6 +1,6 @@
 'use client'
 
-import { useState } from 'react'
+import { useEffect, useState } from 'react'
 import { zodResolver } from '@hookform/resolvers/zod'
 import {
   Award,
@@ -18,6 +18,7 @@ import {
   Database,
   DollarSign,
   Edit,
+  Eye,
   FileText,
   Folder,
   Globe,
@@ -48,6 +49,16 @@ import {
 } from 'lucide-react'
 import { useForm } from 'react-hook-form'
 import { z } from 'zod'
+import {
+  AlertDialog,
+  AlertDialogAction,
+  AlertDialogCancel,
+  AlertDialogContent,
+  AlertDialogDescription,
+  AlertDialogFooter,
+  AlertDialogHeader,
+  AlertDialogTitle,
+} from '@/components/ui/alert-dialog'
 import { Button } from '@/components/ui/button'
 import { ColorPicker } from '@/components/ui/color-picker'
 import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog'
@@ -68,6 +79,7 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@/components/ui/select'
+import { Skeleton } from '@/components/ui/skeleton'
 import { Textarea } from '@/components/ui/textarea'
 import { useSession } from '@/lib/auth-client'
 import { createLogger } from '@/lib/logs/console/logger'
@@ -100,7 +112,6 @@ interface TemplateModalProps {
   workflowId: string
 }
 
-// Enhanced icon selection with category-relevant icons
 const icons = [
   // Content & Documentation
   { value: 'FileText', label: 'File Text', component: FileText },
@@ -165,6 +176,10 @@ export function TemplateModal({ open, onOpenChange, workflowId }: TemplateModalP
   const { data: session } = useSession()
   const [isSubmitting, setIsSubmitting] = useState(false)
   const [iconPopoverOpen, setIconPopoverOpen] = useState(false)
+  const [existingTemplate, setExistingTemplate] = useState<any>(null)
+  const [isLoadingTemplate, setIsLoadingTemplate] = useState(false)
+  const [showDeleteDialog, setShowDeleteDialog] = useState(false)
+  const [isDeleting, setIsDeleting] = useState(false)
 
   const form = useForm<TemplateFormData>({
     resolver: zodResolver(templateSchema),
@@ -178,6 +193,63 @@ export function TemplateModal({ open, onOpenChange, workflowId }: TemplateModalP
     },
   })
 
+  // Watch form state to determine if all required fields are valid
+  const formValues = form.watch()
+  const isFormValid =
+    form.formState.isValid &&
+    formValues.name?.trim() &&
+    formValues.description?.trim() &&
+    formValues.author?.trim() &&
+    formValues.category
+
+  // Check for existing template when modal opens
+  useEffect(() => {
+    if (open && workflowId) {
+      checkExistingTemplate()
+    }
+  }, [open, workflowId])
+
+  const checkExistingTemplate = async () => {
+    setIsLoadingTemplate(true)
+    try {
+      const response = await fetch(`/api/templates?workflowId=${workflowId}&limit=1`)
+      if (response.ok) {
+        const result = await response.json()
+        const template = result.data?.[0] || null
+        setExistingTemplate(template)
+
+        // Pre-fill form with existing template data
+        if (template) {
+          form.reset({
+            name: template.name,
+            description: template.description,
+            author: template.author,
+            category: template.category,
+            icon: template.icon,
+            color: template.color,
+          })
+        } else {
+          // No existing template found
+          setExistingTemplate(null)
+          // Reset form to defaults
+          form.reset({
+            name: '',
+            description: '',
+            author: session?.user?.name || session?.user?.email || '',
+            category: '',
+            icon: 'FileText',
+            color: '#3972F6',
+          })
+        }
+      }
+    } catch (error) {
+      logger.error('Error checking existing template:', error)
+      setExistingTemplate(null)
+    } finally {
+      setIsLoadingTemplate(false)
+    }
+  }
+
   const onSubmit = async (data: TemplateFormData) => {
     if (!session?.user) {
       logger.error('User not authenticated')
@@ -201,21 +273,36 @@ export function TemplateModal({ open, onOpenChange, workflowId }: TemplateModalP
         state: templateState,
       }
 
-      const response = await fetch('/api/templates', {
-        method: 'POST',
-        headers: {
-          'Content-Type': 'application/json',
-        },
-        body: JSON.stringify(templateData),
-      })
+      let response
+      if (existingTemplate) {
+        // Update existing template
+        response = await fetch(`/api/templates/${existingTemplate.id}`, {
+          method: 'PUT',
+          headers: {
+            'Content-Type': 'application/json',
+          },
+          body: JSON.stringify(templateData),
+        })
+      } else {
+        // Create new template
+        response = await fetch('/api/templates', {
+          method: 'POST',
+          headers: {
+            'Content-Type': 'application/json',
+          },
+          body: JSON.stringify(templateData),
+        })
+      }
 
       if (!response.ok) {
         const errorData = await response.json()
-        throw new Error(errorData.error || 'Failed to create template')
+        throw new Error(
+          errorData.error || `Failed to ${existingTemplate ? 'update' : 'create'} template`
+        )
       }
 
       const result = await response.json()
-      logger.info('Template created successfully:', result)
+      logger.info(`Template ${existingTemplate ? 'updated' : 'created'} successfully:`, result)
 
       // Reset form and close modal
       form.reset()
@@ -241,7 +328,35 @@ export function TemplateModal({ open, onOpenChange, workflowId }: TemplateModalP
       >
         <DialogHeader className='flex-shrink-0 border-b px-6 py-4'>
           <div className='flex items-center justify-between'>
-            <DialogTitle className='font-medium text-lg'>Publish Template</DialogTitle>
+            <div className='flex items-center gap-3'>
+              <DialogTitle className='font-medium text-lg'>
+                {isLoadingTemplate
+                  ? 'Loading...'
+                  : existingTemplate
+                    ? 'Update Template'
+                    : 'Publish Template'}
+              </DialogTitle>
+              {existingTemplate && (
+                <div className='flex items-center gap-2'>
+                  {existingTemplate.stars > 0 && (
+                    <div className='flex items-center gap-1 rounded-full bg-yellow-50 px-2 py-1 dark:bg-yellow-900/20'>
+                      <Star className='h-3 w-3 fill-yellow-400 text-yellow-400' />
+                      <span className='font-medium text-xs text-yellow-700 dark:text-yellow-300'>
+                        {existingTemplate.stars}
+                      </span>
+                    </div>
+                  )}
+                  {existingTemplate.views > 0 && (
+                    <div className='flex items-center gap-1 rounded-full bg-blue-50 px-2 py-1 dark:bg-blue-900/20'>
+                      <Eye className='h-3 w-3 text-blue-500' />
+                      <span className='font-medium text-blue-700 text-xs dark:text-blue-300'>
+                        {existingTemplate.views}
+                      </span>
+                    </div>
+                  )}
+                </div>
+              )}
+            </div>
             <Button
               variant='ghost'
               size='icon'
@@ -259,65 +374,189 @@ export function TemplateModal({ open, onOpenChange, workflowId }: TemplateModalP
             onSubmit={form.handleSubmit(onSubmit)}
             className='flex flex-1 flex-col overflow-hidden'
           >
-            <div className='flex-1 overflow-y-auto px-6 py-4'>
-              <div className='space-y-6'>
-                <div className='flex gap-3'>
+            <div className='flex-1 overflow-y-auto px-6 py-6'>
+              {isLoadingTemplate ? (
+                <div className='space-y-6'>
+                  {/* Icon and Color row */}
+                  <div className='flex gap-3'>
+                    <div className='w-20'>
+                      <Skeleton className='mb-2 h-4 w-8' /> {/* Label */}
+                      <Skeleton className='h-10 w-20' /> {/* Icon picker */}
+                    </div>
+                    <div className='w-20'>
+                      <Skeleton className='mb-2 h-4 w-10' /> {/* Label */}
+                      <Skeleton className='h-10 w-20' /> {/* Color picker */}
+                    </div>
+                  </div>
+
+                  {/* Name field */}
+                  <div>
+                    <Skeleton className='mb-2 h-4 w-12' /> {/* Label */}
+                    <Skeleton className='h-10 w-full' /> {/* Input */}
+                  </div>
+
+                  {/* Author and Category row */}
+                  <div className='grid grid-cols-2 gap-4'>
+                    <div>
+                      <Skeleton className='mb-2 h-4 w-14' /> {/* Label */}
+                      <Skeleton className='h-10 w-full' /> {/* Input */}
+                    </div>
+                    <div>
+                      <Skeleton className='mb-2 h-4 w-16' /> {/* Label */}
+                      <Skeleton className='h-10 w-full' /> {/* Select */}
+                    </div>
+                  </div>
+
+                  {/* Description field */}
+                  <div>
+                    <Skeleton className='mb-2 h-4 w-20' /> {/* Label */}
+                    <Skeleton className='h-20 w-full' /> {/* Textarea */}
+                  </div>
+                </div>
+              ) : (
+                <div className='space-y-6'>
+                  <div className='flex gap-3'>
+                    <FormField
+                      control={form.control}
+                      name='icon'
+                      render={({ field }) => (
+                        <FormItem className='w-20'>
+                          <FormLabel className='!text-foreground font-medium text-sm'>
+                            Icon
+                          </FormLabel>
+                          <Popover open={iconPopoverOpen} onOpenChange={setIconPopoverOpen}>
+                            <PopoverTrigger asChild>
+                              <Button variant='outline' role='combobox' className='h-10 w-20 p-0'>
+                                <SelectedIconComponent className='h-4 w-4' />
+                              </Button>
+                            </PopoverTrigger>
+                            <PopoverContent className='z-50 w-84 p-0' align='start'>
+                              <div className='p-3'>
+                                <div className='grid max-h-80 grid-cols-8 gap-2 overflow-y-auto'>
+                                  {icons.map((icon) => {
+                                    const IconComponent = icon.component
+                                    return (
+                                      <button
+                                        key={icon.value}
+                                        type='button'
+                                        onClick={() => {
+                                          field.onChange(icon.value)
+                                          setIconPopoverOpen(false)
+                                        }}
+                                        className={cn(
+                                          'flex h-8 w-8 items-center justify-center rounded-md border transition-colors hover:bg-muted',
+                                          field.value === icon.value &&
+                                            'bg-primary text-primary-foreground'
+                                        )}
+                                      >
+                                        <IconComponent className='h-4 w-4' />
+                                      </button>
+                                    )
+                                  })}
+                                </div>
+                              </div>
+                            </PopoverContent>
+                          </Popover>
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name='color'
+                      render={({ field }) => (
+                        <FormItem className='w-20'>
+                          <FormLabel className='!text-foreground font-medium text-sm'>
+                            Color
+                          </FormLabel>
+                          <FormControl>
+                            <ColorPicker
+                              value={field.value}
+                              onChange={field.onChange}
+                              onBlur={field.onBlur}
+                              className='h-10 w-20'
+                            />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+                  </div>
+
                   <FormField
                     control={form.control}
-                    name='icon'
+                    name='name'
                     render={({ field }) => (
-                      <FormItem className='w-20'>
-                        <FormLabel>Icon</FormLabel>
-                        <Popover open={iconPopoverOpen} onOpenChange={setIconPopoverOpen}>
-                          <PopoverTrigger asChild>
-                            <Button variant='outline' role='combobox' className='h-10 w-20 p-0'>
-                              <SelectedIconComponent className='h-4 w-4' />
-                            </Button>
-                          </PopoverTrigger>
-                          <PopoverContent className='z-50 w-84 p-0' align='start'>
-                            <div className='p-3'>
-                              <div className='grid max-h-80 grid-cols-8 gap-2 overflow-y-auto'>
-                                {icons.map((icon) => {
-                                  const IconComponent = icon.component
-                                  return (
-                                    <button
-                                      key={icon.value}
-                                      type='button'
-                                      onClick={() => {
-                                        field.onChange(icon.value)
-                                        setIconPopoverOpen(false)
-                                      }}
-                                      className={cn(
-                                        'flex h-8 w-8 items-center justify-center rounded-md border transition-colors hover:bg-muted',
-                                        field.value === icon.value &&
-                                          'bg-primary text-primary-foreground'
-                                      )}
-                                    >
-                                      <IconComponent className='h-4 w-4' />
-                                    </button>
-                                  )
-                                })}
-                              </div>
-                            </div>
-                          </PopoverContent>
-                        </Popover>
+                      <FormItem>
+                        <FormLabel className='!text-foreground font-medium text-sm'>Name</FormLabel>
+                        <FormControl>
+                          <Input placeholder='Enter template name' {...field} />
+                        </FormControl>
                         <FormMessage />
                       </FormItem>
                     )}
                   />
 
+                  <div className='grid grid-cols-2 gap-4'>
+                    <FormField
+                      control={form.control}
+                      name='author'
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel className='!text-foreground font-medium text-sm'>
+                            Author
+                          </FormLabel>
+                          <FormControl>
+                            <Input placeholder='Enter author name' {...field} />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name='category'
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel className='!text-foreground font-medium text-sm'>
+                            Category
+                          </FormLabel>
+                          <Select onValueChange={field.onChange} defaultValue={field.value}>
+                            <FormControl>
+                              <SelectTrigger>
+                                <SelectValue placeholder='Select a category' />
+                              </SelectTrigger>
+                            </FormControl>
+                            <SelectContent>
+                              {categories.map((category) => (
+                                <SelectItem key={category.value} value={category.value}>
+                                  {category.label}
+                                </SelectItem>
+                              ))}
+                            </SelectContent>
+                          </Select>
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+                  </div>
+
                   <FormField
                     control={form.control}
-                    name='color'
+                    name='description'
                     render={({ field }) => (
-                      <FormItem className='w-20'>
-                        <FormLabel>Color</FormLabel>
+                      <FormItem>
+                        <FormLabel className='!text-foreground font-medium text-sm'>
+                          Description
+                        </FormLabel>
                         <FormControl>
-                          <ColorPicker
-                            value={field.value}
-                            onChange={field.onChange}
-                            onBlur={field.onBlur}
-                            className='h-10 w-20'
+                          <Textarea
+                            placeholder='Describe what this template does...'
+                            className='resize-none'
+                            rows={3}
+                            {...field}
                           />
                         </FormControl>
                         <FormMessage />
@@ -325,91 +564,28 @@ export function TemplateModal({ open, onOpenChange, workflowId }: TemplateModalP
                     )}
                   />
                 </div>
-
-                <FormField
-                  control={form.control}
-                  name='name'
-                  render={({ field }) => (
-                    <FormItem>
-                      <FormLabel>Name</FormLabel>
-                      <FormControl>
-                        <Input placeholder='Enter template name' {...field} />
-                      </FormControl>
-                      <FormMessage />
-                    </FormItem>
-                  )}
-                />
-
-                <div className='grid grid-cols-2 gap-4'>
-                  <FormField
-                    control={form.control}
-                    name='author'
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel>Author</FormLabel>
-                        <FormControl>
-                          <Input placeholder='Enter author name' {...field} />
-                        </FormControl>
-                        <FormMessage />
-                      </FormItem>
-                    )}
-                  />
-
-                  <FormField
-                    control={form.control}
-                    name='category'
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel>Category</FormLabel>
-                        <Select onValueChange={field.onChange} defaultValue={field.value}>
-                          <FormControl>
-                            <SelectTrigger>
-                              <SelectValue placeholder='Select a category' />
-                            </SelectTrigger>
-                          </FormControl>
-                          <SelectContent>
-                            {categories.map((category) => (
-                              <SelectItem key={category.value} value={category.value}>
-                                {category.label}
-                              </SelectItem>
-                            ))}
-                          </SelectContent>
-                        </Select>
-                        <FormMessage />
-                      </FormItem>
-                    )}
-                  />
-                </div>
-
-                <FormField
-                  control={form.control}
-                  name='description'
-                  render={({ field }) => (
-                    <FormItem>
-                      <FormLabel>Description</FormLabel>
-                      <FormControl>
-                        <Textarea
-                          placeholder='Describe what this template does...'
-                          className='resize-none'
-                          rows={3}
-                          {...field}
-                        />
-                      </FormControl>
-                      <FormMessage />
-                    </FormItem>
-                  )}
-                />
-              </div>
+              )}
             </div>
 
             {/* Fixed Footer */}
             <div className='mt-auto border-t px-6 pt-4 pb-6'>
-              <div className='flex justify-end'>
+              <div className='flex items-center'>
+                {existingTemplate && (
+                  <Button
+                    type='button'
+                    variant='destructive'
+                    onClick={() => setShowDeleteDialog(true)}
+                    disabled={isSubmitting || isLoadingTemplate}
+                    className='h-10 rounded-md px-4 py-2'
+                  >
+                    Delete
+                  </Button>
+                )}
                 <Button
                   type='submit'
-                  disabled={isSubmitting}
+                  disabled={isSubmitting || !isFormValid || isLoadingTemplate}
                   className={cn(
-                    'font-medium',
+                    'ml-auto font-medium',
                     'bg-[var(--brand-primary-hex)] hover:bg-[var(--brand-primary-hover-hex)]',
                     'shadow-[0_0_0_0_var(--brand-primary-hex)] hover:shadow-[0_0_0_4px_rgba(127,47,255,0.15)]',
                     'text-white transition-all duration-200',
@@ -420,16 +596,59 @@ export function TemplateModal({ open, onOpenChange, workflowId }: TemplateModalP
                   {isSubmitting ? (
                     <>
                       <Loader2 className='mr-2 h-4 w-4 animate-spin' />
-                      Publishing...
+                      {existingTemplate ? 'Updating...' : 'Publishing...'}
                     </>
+                  ) : existingTemplate ? (
+                    'Update Template'
                   ) : (
-                    'Publish'
+                    'Publish Template'
                   )}
                 </Button>
               </div>
             </div>
           </form>
         </Form>
+        {existingTemplate && (
+          <AlertDialog open={showDeleteDialog} onOpenChange={setShowDeleteDialog}>
+            <AlertDialogContent>
+              <AlertDialogHeader>
+                <AlertDialogTitle>Delete Template?</AlertDialogTitle>
+                <AlertDialogDescription>
+                  Deleting this template will remove it from the gallery. This action cannot be
+                  undone.
+                </AlertDialogDescription>
+              </AlertDialogHeader>
+              <AlertDialogFooter>
+                <AlertDialogCancel disabled={isDeleting}>Cancel</AlertDialogCancel>
+                <AlertDialogAction
+                  className='bg-destructive text-destructive-foreground hover:bg-destructive/90'
+                  disabled={isDeleting}
+                  onClick={async () => {
+                    if (!existingTemplate) return
+                    setIsDeleting(true)
+                    try {
+                      const resp = await fetch(`/api/templates/${existingTemplate.id}`, {
+                        method: 'DELETE',
+                      })
+                      if (!resp.ok) {
+                        const err = await resp.json().catch(() => ({}))
+                        throw new Error(err.error || 'Failed to delete template')
+                      }
+                      setShowDeleteDialog(false)
+                      onOpenChange(false)
+                    } catch (err) {
+                      logger.error('Failed to delete template', err)
+                    } finally {
+                      setIsDeleting(false)
+                    }
+                  }}
+                >
+                  {isDeleting ? 'Deleting...' : 'Delete'}
+                </AlertDialogAction>
+              </AlertDialogFooter>
+            </AlertDialogContent>
+          </AlertDialog>
+        )}
       </DialogContent>
     </Dialog>
   )

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/control-bar/control-bar.tsx

@@ -18,7 +18,6 @@ import {
 import { useParams, useRouter } from 'next/navigation'
 import {
   AlertDialog,
-  AlertDialogAction,
   AlertDialogCancel,
   AlertDialogContent,
   AlertDialogDescription,
@@ -113,6 +112,15 @@ export function ControlBar({ hasValidationErrors = false }: ControlBarProps) {
   const [isTemplateModalOpen, setIsTemplateModalOpen] = useState(false)
   const [isAutoLayouting, setIsAutoLayouting] = useState(false)
 
+  // Delete workflow state - grouped for better organization
+  const [deleteState, setDeleteState] = useState({
+    showDialog: false,
+    isDeleting: false,
+    hasPublishedTemplates: false,
+    publishedTemplates: [] as any[],
+    showTemplateChoice: false,
+  })
+
   // Deployed state management
   const [deployedState, setDeployedState] = useState<WorkflowState | null>(null)
   const [isLoadingDeployedState, setIsLoadingDeployedState] = useState<boolean>(false)
@@ -337,35 +345,170 @@ export function ControlBar({ hasValidationErrors = false }: ControlBarProps) {
   }
 
   /**
-   * Handle deleting the current workflow
+   * Reset delete state
    */
-  const handleDeleteWorkflow = () => {
+  const resetDeleteState = useCallback(() => {
+    setDeleteState({
+      showDialog: false,
+      isDeleting: false,
+      hasPublishedTemplates: false,
+      publishedTemplates: [],
+      showTemplateChoice: false,
+    })
+  }, [])
+
+  /**
+   * Navigate to next workflow after deletion
+   */
+  const navigateAfterDeletion = useCallback(
+    (currentWorkflowId: string) => {
+      const sidebarWorkflows = getSidebarOrderedWorkflows()
+      const currentIndex = sidebarWorkflows.findIndex((w) => w.id === currentWorkflowId)
+
+      // Find next workflow: try next, then previous
+      let nextWorkflowId: string | null = null
+      if (sidebarWorkflows.length > 1) {
+        if (currentIndex < sidebarWorkflows.length - 1) {
+          nextWorkflowId = sidebarWorkflows[currentIndex + 1].id
+        } else if (currentIndex > 0) {
+          nextWorkflowId = sidebarWorkflows[currentIndex - 1].id
+        }
+      }
+
+      // Navigate to next workflow or workspace home
+      if (nextWorkflowId) {
+        router.push(`/workspace/${workspaceId}/w/${nextWorkflowId}`)
+      } else {
+        router.push(`/workspace/${workspaceId}`)
+      }
+    },
+    [workspaceId, router]
+  )
+
+  /**
+   * Check if workflow has published templates
+   */
+  const checkPublishedTemplates = useCallback(async (workflowId: string) => {
+    const checkResponse = await fetch(`/api/workflows/${workflowId}?check-templates=true`, {
+      method: 'DELETE',
+    })
+
+    if (!checkResponse.ok) {
+      throw new Error(`Failed to check templates: ${checkResponse.statusText}`)
+    }
+
+    return await checkResponse.json()
+  }, [])
+
+  /**
+   * Delete workflow with optional template handling
+   */
+  const deleteWorkflowWithTemplates = useCallback(
+    async (workflowId: string, templateAction?: 'keep' | 'delete') => {
+      const endpoint = templateAction
+        ? `/api/workflows/${workflowId}?deleteTemplates=${templateAction}`
+        : null
+
+      if (endpoint) {
+        // Use custom endpoint for template handling
+        const response = await fetch(endpoint, { method: 'DELETE' })
+        if (!response.ok) {
+          throw new Error(`Failed to delete workflow: ${response.statusText}`)
+        }
+
+        // Manual registry cleanup since we used custom API
+        useWorkflowRegistry.setState((state) => {
+          const newWorkflows = { ...state.workflows }
+          delete newWorkflows[workflowId]
+
+          return {
+            ...state,
+            workflows: newWorkflows,
+            activeWorkflowId: state.activeWorkflowId === workflowId ? null : state.activeWorkflowId,
+          }
+        })
+      } else {
+        // Use registry's built-in deletion (handles database + state)
+        await useWorkflowRegistry.getState().removeWorkflow(workflowId)
+      }
+    },
+    []
+  )
+
+  /**
+   * Handle deleting the current workflow - called after user confirms
+   */
+  const handleDeleteWorkflow = useCallback(async () => {
     const currentWorkflowId = params.workflowId as string
     if (!currentWorkflowId || !userPermissions.canEdit) return
 
-    const sidebarWorkflows = getSidebarOrderedWorkflows()
-    const currentIndex = sidebarWorkflows.findIndex((w) => w.id === currentWorkflowId)
+    setDeleteState((prev) => ({ ...prev, isDeleting: true }))
 
-    // Find next workflow: try next, then previous
-    let nextWorkflowId: string | null = null
-    if (sidebarWorkflows.length > 1) {
-      if (currentIndex < sidebarWorkflows.length - 1) {
-        nextWorkflowId = sidebarWorkflows[currentIndex + 1].id
-      } else if (currentIndex > 0) {
-        nextWorkflowId = sidebarWorkflows[currentIndex - 1].id
+    try {
+      // Check if workflow has published templates
+      const checkData = await checkPublishedTemplates(currentWorkflowId)
+
+      if (checkData.hasPublishedTemplates) {
+        setDeleteState((prev) => ({
+          ...prev,
+          hasPublishedTemplates: true,
+          publishedTemplates: checkData.publishedTemplates || [],
+          showTemplateChoice: true,
+          isDeleting: false, // Stop showing "Deleting..." and show template choice
+        }))
+        return
       }
-    }
 
-    // Navigate to next workflow or workspace home
-    if (nextWorkflowId) {
-      router.push(`/workspace/${workspaceId}/w/${nextWorkflowId}`)
-    } else {
-      router.push(`/workspace/${workspaceId}`)
+      // No templates, proceed with standard deletion
+      navigateAfterDeletion(currentWorkflowId)
+      await deleteWorkflowWithTemplates(currentWorkflowId)
+      resetDeleteState()
+    } catch (error) {
+      logger.error('Error deleting workflow:', error)
+      setDeleteState((prev) => ({ ...prev, isDeleting: false }))
     }
+  }, [
+    params.workflowId,
+    userPermissions.canEdit,
+    checkPublishedTemplates,
+    navigateAfterDeletion,
+    deleteWorkflowWithTemplates,
+    resetDeleteState,
+  ])
 
-    // Remove the workflow from the registry using the URL parameter
-    useWorkflowRegistry.getState().removeWorkflow(currentWorkflowId)
-  }
+  /**
+   * Handle template action selection
+   */
+  const handleTemplateAction = useCallback(
+    async (action: 'keep' | 'delete') => {
+      const currentWorkflowId = params.workflowId as string
+      if (!currentWorkflowId || !userPermissions.canEdit) return
+
+      setDeleteState((prev) => ({ ...prev, isDeleting: true }))
+
+      try {
+        logger.info(`Deleting workflow ${currentWorkflowId} with template action: ${action}`)
+
+        navigateAfterDeletion(currentWorkflowId)
+        await deleteWorkflowWithTemplates(currentWorkflowId, action)
+
+        logger.info(
+          `Successfully deleted workflow ${currentWorkflowId} with template action: ${action}`
+        )
+        resetDeleteState()
+      } catch (error) {
+        logger.error('Error deleting workflow:', error)
+        setDeleteState((prev) => ({ ...prev, isDeleting: false }))
+      }
+    },
+    [
+      params.workflowId,
+      userPermissions.canEdit,
+      navigateAfterDeletion,
+      deleteWorkflowWithTemplates,
+      resetDeleteState,
+    ]
+  )
 
   // Helper function to open subscription settings
   const openSubscriptionSettings = () => {
@@ -422,7 +565,23 @@ export function ControlBar({ hasValidationErrors = false }: ControlBarProps) {
     }
 
     return (
-      <AlertDialog>
+      <AlertDialog
+        open={deleteState.showDialog}
+        onOpenChange={(open) => {
+          if (open) {
+            // Reset all state when opening dialog to ensure clean start
+            setDeleteState({
+              showDialog: true,
+              isDeleting: false,
+              hasPublishedTemplates: false,
+              publishedTemplates: [],
+              showTemplateChoice: false,
+            })
+          } else {
+            resetDeleteState()
+          }
+        }}
+      >
         <Tooltip>
           <TooltipTrigger asChild>
             <AlertDialogTrigger asChild>
@@ -444,21 +603,71 @@ export function ControlBar({ hasValidationErrors = false }: ControlBarProps) {
 
         <AlertDialogContent>
           <AlertDialogHeader>
-            <AlertDialogTitle>Delete workflow?</AlertDialogTitle>
-            <AlertDialogDescription>
-              Deleting this workflow will permanently remove all associated blocks, executions, and
-              configuration.{' '}
-              <span className='text-red-500 dark:text-red-500'>This action cannot be undone.</span>
-            </AlertDialogDescription>
+            <AlertDialogTitle>
+              {deleteState.showTemplateChoice ? 'Published Templates Found' : 'Delete workflow?'}
+            </AlertDialogTitle>
+            {deleteState.showTemplateChoice ? (
+              <div className='space-y-3'>
+                <AlertDialogDescription>
+                  This workflow has {deleteState.publishedTemplates.length} published template
+                  {deleteState.publishedTemplates.length > 1 ? 's' : ''}:
+                </AlertDialogDescription>
+                {deleteState.publishedTemplates.length > 0 && (
+                  <ul className='list-disc space-y-1 pl-6'>
+                    {deleteState.publishedTemplates.map((template) => (
+                      <li key={template.id}>{template.name}</li>
+                    ))}
+                  </ul>
+                )}
+                <AlertDialogDescription>
+                  What would you like to do with the published template
+                  {deleteState.publishedTemplates.length > 1 ? 's' : ''}?
+                </AlertDialogDescription>
+              </div>
+            ) : (
+              <AlertDialogDescription>
+                Deleting this workflow will permanently remove all associated blocks, executions,
+                and configuration.{' '}
+                <span className='text-red-500 dark:text-red-500'>
+                  This action cannot be undone.
+                </span>
+              </AlertDialogDescription>
+            )}
           </AlertDialogHeader>
           <AlertDialogFooter className='flex'>
-            <AlertDialogCancel className='h-9 w-full rounded-[8px]'>Cancel</AlertDialogCancel>
-            <AlertDialogAction
-              onClick={handleDeleteWorkflow}
-              className='h-9 w-full rounded-[8px] bg-red-500 text-white transition-all duration-200 hover:bg-red-600 dark:bg-red-500 dark:hover:bg-red-600'
-            >
-              Delete
-            </AlertDialogAction>
+            {deleteState.showTemplateChoice ? (
+              <div className='flex w-full gap-2'>
+                <Button
+                  variant='outline'
+                  onClick={() => handleTemplateAction('keep')}
+                  disabled={deleteState.isDeleting}
+                  className='h-9 flex-1 rounded-[8px]'
+                >
+                  Keep templates
+                </Button>
+                <Button
+                  onClick={() => handleTemplateAction('delete')}
+                  disabled={deleteState.isDeleting}
+                  className='h-9 flex-1 rounded-[8px] bg-red-500 text-white transition-all duration-200 hover:bg-red-600 dark:bg-red-500 dark:hover:bg-red-600'
+                >
+                  {deleteState.isDeleting ? 'Deleting...' : 'Delete templates'}
+                </Button>
+              </div>
+            ) : (
+              <>
+                <AlertDialogCancel className='h-9 w-full rounded-[8px]'>Cancel</AlertDialogCancel>
+                <Button
+                  onClick={(e) => {
+                    e.preventDefault()
+                    handleDeleteWorkflow()
+                  }}
+                  disabled={deleteState.isDeleting}
+                  className='h-9 w-full rounded-[8px] bg-red-500 text-white transition-all duration-200 hover:bg-red-600 dark:bg-red-500 dark:hover:bg-red-600'
+                >
+                  {deleteState.isDeleting ? 'Deleting...' : 'Delete'}
+                </Button>
+              </>
+            )}
           </AlertDialogFooter>
         </AlertDialogContent>
       </AlertDialog>
@@ -1002,10 +1211,10 @@ export function ControlBar({ hasValidationErrors = false }: ControlBarProps) {
       {renderToggleButton()}
       {isExpanded && <ExportControls />}
       {isExpanded && renderAutoLayoutButton()}
-      {renderDuplicateButton()}
-      {renderDeleteButton()}
-      {!isDebugging && renderDebugModeToggle()}
       {isExpanded && renderPublishButton()}
+      {renderDeleteButton()}
+      {renderDuplicateButton()}
+      {!isDebugging && renderDebugModeToggle()}
       {renderDeployButton()}
       {isDebugging ? renderDebugControlsBar() : renderRunButton()}
 

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/diff-controls.tsx

@@ -191,6 +191,11 @@ export function DiffControls() {
     logger.info('Accepting proposed changes with backup protection')
 
     try {
+      // Create a checkpoint before applying changes so it appears under the triggering user message
+      await createCheckpoint().catch((error) => {
+        logger.warn('Failed to create checkpoint before accept:', error)
+      })
+
       // Clear preview YAML immediately
       await clearPreviewYaml().catch((error) => {
         logger.warn('Failed to clear preview YAML:', error)
@@ -219,10 +224,10 @@ export function DiffControls() {
       logger.warn('Failed to clear preview YAML:', error)
     })
 
-    // Reject is immediate (no server save needed)
-    rejectChanges()
-
-    logger.info('Successfully rejected proposed changes')
+    // Reject changes optimistically
+    rejectChanges().catch((error) => {
+      logger.error('Failed to reject changes (background):', error)
+    })
   }
 
   return (

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/console/components/console-entry/console-entry.tsx

@@ -13,6 +13,7 @@ import {
 import Image from 'next/image'
 import { Button } from '@/components/ui/button'
 import { createLogger } from '@/lib/logs/console/logger'
+import { redactApiKeys } from '@/lib/utils'
 import {
   CodeDisplay,
   JSONView,
@@ -349,9 +350,10 @@ export function ConsoleEntry({ entry, consoleWidth }: ConsoleEntryProps) {
       // For code display, copy just the code string
       textToCopy = entry.input.code
     } else {
-      // For regular JSON display, copy the full JSON
+      // For regular JSON display, copy the full JSON with redaction applied
       const dataToCopy = showInput ? entry.input : entry.output
-      textToCopy = JSON.stringify(dataToCopy, null, 2)
+      const redactedData = redactApiKeys(dataToCopy)
+      textToCopy = JSON.stringify(redactedData, null, 2)
     }
 
     navigator.clipboard.writeText(textToCopy)

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/console/components/json-view/json-view.tsx

@@ -1,5 +1,6 @@
 import { useEffect, useState } from 'react'
 import { Button } from '@/components/ui/button'
+import { redactApiKeys } from '@/lib/utils'
 
 interface JSONViewProps {
   data: any
@@ -154,6 +155,9 @@ export const JSONView = ({ data }: JSONViewProps) => {
     y: number
   } | null>(null)
 
+  // Apply redaction to the data before displaying
+  const redactedData = redactApiKeys(data)
+
   const handleContextMenu = (e: React.MouseEvent) => {
     e.preventDefault()
     setContextMenuPosition({ x: e.clientX, y: e.clientY })
@@ -167,18 +171,18 @@ export const JSONView = ({ data }: JSONViewProps) => {
     }
   }, [contextMenuPosition])
 
-  if (data === null)
+  if (redactedData === null)
     return <span className='font-[380] text-muted-foreground leading-normal'>null</span>
 
   // For non-object data, show simple JSON
-  if (typeof data !== 'object') {
-    const stringValue = JSON.stringify(data)
+  if (typeof redactedData !== 'object') {
+    const stringValue = JSON.stringify(redactedData)
     return (
       <span
         onContextMenu={handleContextMenu}
         className='relative max-w-full overflow-hidden break-all font-[380] font-mono text-muted-foreground leading-normal'
       >
-        {typeof data === 'string' ? (
+        {typeof redactedData === 'string' ? (
           <TruncatedValue value={stringValue} />
         ) : (
           <span className='break-all font-[380] text-muted-foreground leading-normal'>
@@ -192,7 +196,7 @@ export const JSONView = ({ data }: JSONViewProps) => {
           >
             <button
               className='w-full px-3 py-1.5 text-left font-[380] text-sm hover:bg-accent'
-              onClick={() => copyToClipboard(data)}
+              onClick={() => copyToClipboard(redactedData)}
             >
               Copy value
             </button>
@@ -206,7 +210,7 @@ export const JSONView = ({ data }: JSONViewProps) => {
   return (
     <div onContextMenu={handleContextMenu}>
       <pre className='max-w-full overflow-hidden whitespace-pre-wrap break-all font-mono'>
-        <CollapsibleJSON data={data} />
+        <CollapsibleJSON data={redactedData} />
       </pre>
       {contextMenuPosition && (
         <div
@@ -215,7 +219,7 @@ export const JSONView = ({ data }: JSONViewProps) => {
         >
           <button
             className='w-full px-3 py-1.5 text-left font-[380] text-sm hover:bg-accent'
-            onClick={() => copyToClipboard(data)}
+            onClick={() => copyToClipboard(redactedData)}
           >
             Copy object
           </button>

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

@@ -27,6 +27,18 @@ export function ThinkingBlock({
     }
   }, [persistedStartTime])
 
+  useEffect(() => {
+    // Auto-collapse when streaming ends
+    if (!isStreaming) {
+      setIsExpanded(false)
+      return
+    }
+    // Expand once there is visible content while streaming
+    if (content && content.trim().length > 0) {
+      setIsExpanded(true)
+    }
+  }, [isStreaming, content])
+
   useEffect(() => {
     // If we already have a persisted duration, just use it
     if (typeof persistedDuration === 'number') {
@@ -52,29 +64,10 @@ export function ThinkingBlock({
     return `${seconds}s`
   }
 
-  if (!isExpanded) {
-    return (
-      <button
-        onClick={() => setIsExpanded(true)}
-        className={cn(
-          'inline-flex items-center gap-1 text-gray-400 text-xs transition-colors hover:text-gray-500',
-          'font-normal italic'
-        )}
-        type='button'
-      >
-        <Brain className='h-3 w-3' />
-        <span>Thought for {formatDuration(duration)}</span>
-        {isStreaming && (
-          <span className='inline-flex h-1 w-1 animate-pulse rounded-full bg-gray-400' />
-        )}
-      </button>
-    )
-  }
-
   return (
     <div className='my-1'>
       <button
-        onClick={() => setIsExpanded(false)}
+        onClick={() => setIsExpanded((v) => !v)}
         className={cn(
           'mb-1 inline-flex items-center gap-1 text-gray-400 text-xs transition-colors hover:text-gray-500',
           'font-normal italic'
@@ -82,14 +75,25 @@ export function ThinkingBlock({
         type='button'
       >
         <Brain className='h-3 w-3' />
-        <span>Thought for {formatDuration(duration)} (click to collapse)</span>
+        <span>
+          Thought for {formatDuration(duration)}
+          {isExpanded ? ' (click to collapse)' : ''}
+        </span>
+        {isStreaming && (
+          <span className='inline-flex h-1 w-1 animate-pulse rounded-full bg-gray-400' />
+        )}
       </button>
-      <div className='ml-1 border-gray-200 border-l-2 pl-2 dark:border-gray-700'>
-        <pre className='whitespace-pre-wrap font-mono text-gray-400 text-xs dark:text-gray-500'>
-          {content}
-          {isStreaming && <span className='ml-1 inline-block h-2 w-1 animate-pulse bg-gray-400' />}
-        </pre>
-      </div>
+
+      {isExpanded && (
+        <div className='ml-1 border-gray-200 border-l-2 pl-2 dark:border-gray-700'>
+          <pre className='whitespace-pre-wrap font-mono text-gray-400 text-xs dark:text-gray-500'>
+            {content}
+            {isStreaming && (
+              <span className='ml-1 inline-block h-2 w-1 animate-pulse bg-gray-400' />
+            )}
+          </pre>
+        </div>
+      )}
     </div>
   )
 }

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

@@ -643,41 +643,49 @@ const CopilotMessage: FC<CopilotMessageProps> = memo(
               {/* Checkpoints below message */}
               {hasCheckpoints && (
                 <div className='mt-1 flex justify-end'>
-                  {showRestoreConfirmation ? (
-                    <div className='flex items-center gap-2'>
-                      <span className='text-muted-foreground text-xs'>Restore?</span>
-                      <button
-                        onClick={handleConfirmRevert}
-                        disabled={isRevertingCheckpoint}
-                        className='text-muted-foreground text-xs transition-colors hover:bg-muted disabled:cursor-not-allowed disabled:opacity-50'
-                        title='Confirm restore'
-                      >
-                        {isRevertingCheckpoint ? (
-                          <Loader2 className='h-3 w-3 animate-spin' />
-                        ) : (
-                          <Check className='h-3 w-3' />
-                        )}
-                      </button>
-                      <button
-                        onClick={handleCancelRevert}
-                        disabled={isRevertingCheckpoint}
-                        className='text-muted-foreground text-xs transition-colors hover:bg-muted disabled:cursor-not-allowed disabled:opacity-50'
-                        title='Cancel restore'
-                      >
-                        <X className='h-3 w-3' />
-                      </button>
+                  <div className='inline-flex items-center gap-0.5 text-muted-foreground text-xs'>
+                    <span className='select-none'>
+                      Restore{showRestoreConfirmation && <span className='ml-0.5'>?</span>}
+                    </span>
+                    <div className='inline-flex w-8 items-center justify-center'>
+                      {showRestoreConfirmation ? (
+                        <div className='inline-flex items-center gap-1'>
+                          <button
+                            onClick={handleConfirmRevert}
+                            disabled={isRevertingCheckpoint}
+                            className='text-muted-foreground transition-colors hover:bg-muted disabled:cursor-not-allowed disabled:opacity-50'
+                            title='Confirm restore'
+                            aria-label='Confirm restore'
+                          >
+                            {isRevertingCheckpoint ? (
+                              <Loader2 className='h-3 w-3 animate-spin' />
+                            ) : (
+                              <Check className='h-3 w-3' />
+                            )}
+                          </button>
+                          <button
+                            onClick={handleCancelRevert}
+                            disabled={isRevertingCheckpoint}
+                            className='text-muted-foreground transition-colors hover:bg-muted disabled:cursor-not-allowed disabled:opacity-50'
+                            title='Cancel restore'
+                            aria-label='Cancel restore'
+                          >
+                            <X className='h-3 w-3' />
+                          </button>
+                        </div>
+                      ) : (
+                        <button
+                          onClick={handleRevertToCheckpoint}
+                          disabled={isRevertingCheckpoint}
+                          className='text-muted-foreground transition-colors hover:bg-muted disabled:cursor-not-allowed disabled:opacity-50'
+                          title='Restore workflow to this checkpoint state'
+                          aria-label='Restore'
+                        >
+                          <RotateCcw className='h-3 w-3' />
+                        </button>
+                      )}
                     </div>
-                  ) : (
-                    <button
-                      onClick={handleRevertToCheckpoint}
-                      disabled={isRevertingCheckpoint}
-                      className='flex items-center gap-1.5 rounded-md px-2 py-1 text-muted-foreground text-xs transition-colors hover:bg-muted hover:text-foreground disabled:cursor-not-allowed disabled:opacity-50'
-                      title='Restore workflow to this checkpoint state'
-                    >
-                      <RotateCcw className='h-3 w-3' />
-                      Restore
-                    </button>
-                  )}
+                  </div>
                 </div>
               )}
             </div>

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

@@ -0,0 +1,25 @@
+'use client'
+
+import * as React from 'react'
+import * as SliderPrimitive from '@radix-ui/react-slider'
+import { cn } from '@/lib/utils'
+
+export const CopilotSlider = React.forwardRef<
+  React.ElementRef<typeof SliderPrimitive.Root>,
+  React.ComponentPropsWithoutRef<typeof SliderPrimitive.Root>
+>(({ className, ...props }, ref) => (
+  <SliderPrimitive.Root
+    ref={ref}
+    className={cn(
+      'relative flex w-full cursor-pointer touch-none select-none items-center',
+      className
+    )}
+    {...props}
+  >
+    <SliderPrimitive.Track className='relative h-2 w-full grow cursor-pointer overflow-hidden rounded-full bg-input'>
+      <SliderPrimitive.Range className='absolute h-full bg-primary' />
+    </SliderPrimitive.Track>
+    <SliderPrimitive.Thumb className='block h-5 w-5 cursor-pointer rounded-full border-2 border-primary bg-background ring-offset-background transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 disabled:pointer-events-none disabled:opacity-50' />
+  </SliderPrimitive.Root>
+))
+CopilotSlider.displayName = 'CopilotSlider'

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

@@ -16,6 +16,7 @@ import {
   FileText,
   Image,
   Infinity as InfinityIcon,
+  Info,
   Loader2,
   MessageCircle,
   Package,
@@ -30,11 +31,13 @@ import {
   DropdownMenuItem,
   DropdownMenuTrigger,
 } from '@/components/ui/dropdown-menu'
+import { Switch } from '@/components/ui/switch'
 import { Textarea } from '@/components/ui/textarea'
 import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip'
 import { useSession } from '@/lib/auth-client'
 import { cn } from '@/lib/utils'
 import { useCopilotStore } from '@/stores/copilot/store'
+import { CopilotSlider as Slider } from './copilot-slider'
 
 export interface MessageFileAttachment {
   id: string
@@ -426,32 +429,31 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
     }
 
     // Depth toggle state comes from global store; access via useCopilotStore
-    const { agentDepth, setAgentDepth } = useCopilotStore()
+    const { agentDepth, agentPrefetch, setAgentDepth, setAgentPrefetch } = useCopilotStore()
 
     const cycleDepth = () => {
-      // Allowed UI values: 0 (Lite), 1 (Default), 2 (Pro), 3 (Max)
-      const next = agentDepth === 0 ? 1 : agentDepth === 1 ? 2 : agentDepth === 2 ? 3 : 0
-      setAgentDepth(next)
+      // 8 modes: depths 0-3, each with prefetch off/on. Cycle depth, then toggle prefetch when wrapping.
+      const nextDepth = agentDepth === 3 ? 0 : ((agentDepth + 1) as 0 | 1 | 2 | 3)
+      if (nextDepth === 0 && agentDepth === 3) {
+        setAgentPrefetch(!agentPrefetch)
+      }
+      setAgentDepth(nextDepth)
     }
 
-    const getDepthLabel = () => {
-      if (agentDepth === 0) return 'Fast'
-      if (agentDepth === 1) return 'Auto'
-      if (agentDepth === 2) return 'Pro'
-      return 'Max'
+    const getCollapsedModeLabel = () => {
+      const base = getDepthLabelFor(agentDepth)
+      return !agentPrefetch ? `${base} MAX` : base
     }
 
     const getDepthLabelFor = (value: 0 | 1 | 2 | 3) => {
-      if (value === 0) return 'Fast'
-      if (value === 1) return 'Auto'
-      if (value === 2) return 'Pro'
-      return 'Max'
+      return value === 0 ? 'Fast' : value === 1 ? 'Balanced' : value === 2 ? 'Advanced' : 'Expert'
     }
 
+    // Removed descriptive suffixes; concise labels only
     const getDepthDescription = (value: 0 | 1 | 2 | 3) => {
       if (value === 0)
         return 'Fastest and cheapest. Good for small edits, simple workflows, and small tasks.'
-      if (value === 1) return 'Automatically balances speed and reasoning. Good fit for most tasks.'
+      if (value === 1) return 'Balances speed and reasoning. Good fit for most tasks.'
       if (value === 2)
         return 'More reasoning for larger workflows and complex edits, still balanced for speed.'
       return 'Maximum reasoning power. Best for complex workflow building and debugging.'
@@ -548,7 +550,7 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
             placeholder={isDragging ? 'Drop files here...' : placeholder}
             disabled={disabled}
             rows={1}
-            className='mb-2 min-h-[32px] w-full resize-none overflow-hidden border-0 bg-transparent px-[2px] py-1 text-muted-foreground focus-visible:ring-0 focus-visible:ring-offset-0'
+            className='mb-2 min-h-[32px] w-full resize-none overflow-hidden border-0 bg-transparent px-[2px] py-1 text-foreground focus-visible:ring-0 focus-visible:ring-offset-0'
             style={{ height: 'auto' }}
           />
 
@@ -635,126 +637,72 @@ const UserInput = forwardRef<UserInputRef, UserInputProps>(
                       variant='ghost'
                       size='sm'
                       className='flex h-6 items-center gap-1.5 rounded-full border px-2 py-1 font-medium text-xs'
-                      title='Choose depth'
+                      title='Choose mode'
                     >
                       {getDepthIcon()}
-                      <span>{getDepthLabel()}</span>
+                      <span>{getCollapsedModeLabel()}</span>
                     </Button>
                   </DropdownMenuTrigger>
                   <DropdownMenuContent align='start' className='p-0'>
-                    <TooltipProvider>
-                      <div className='w-[180px] p-1'>
-                        <Tooltip>
-                          <TooltipTrigger asChild>
-                            <DropdownMenuItem
-                              onSelect={() => setAgentDepth(1)}
-                              className={cn(
-                                'flex items-center justify-between rounded-sm px-2 py-1.5 text-xs leading-4',
-                                agentDepth === 1 && 'bg-muted/40'
-                              )}
-                            >
-                              <span className='flex items-center gap-1.5'>
-                                <InfinityIcon className='h-3 w-3 text-muted-foreground' />
-                                Auto
-                              </span>
-                              {agentDepth === 1 && (
-                                <Check className='h-3 w-3 text-muted-foreground' />
-                              )}
-                            </DropdownMenuItem>
-                          </TooltipTrigger>
-                          <TooltipContent
-                            side='right'
-                            sideOffset={6}
-                            align='center'
-                            className='max-w-[220px] border bg-popover p-2 text-[11px] text-popover-foreground leading-snug shadow-md'
-                          >
-                            Automatically balances speed and reasoning. Good fit for most tasks.
-                          </TooltipContent>
-                        </Tooltip>
-                        <Tooltip>
-                          <TooltipTrigger asChild>
-                            <DropdownMenuItem
-                              onSelect={() => setAgentDepth(0)}
-                              className={cn(
-                                'flex items-center justify-between rounded-sm px-2 py-1.5 text-xs leading-4',
-                                agentDepth === 0 && 'bg-muted/40'
-                              )}
-                            >
-                              <span className='flex items-center gap-1.5'>
-                                <Zap className='h-3 w-3 text-muted-foreground' />
-                                Fast
-                              </span>
-                              {agentDepth === 0 && (
-                                <Check className='h-3 w-3 text-muted-foreground' />
-                              )}
-                            </DropdownMenuItem>
-                          </TooltipTrigger>
-                          <TooltipContent
-                            side='right'
-                            sideOffset={6}
-                            align='center'
-                            className='max-w-[220px] border bg-popover p-2 text-[11px] text-popover-foreground leading-snug shadow-md'
-                          >
-                            Fastest and cheapest. Good for small edits, simple workflows, and small
-                            tasks.
-                          </TooltipContent>
-                        </Tooltip>
-                        <Tooltip>
-                          <TooltipTrigger asChild>
-                            <DropdownMenuItem
-                              onSelect={() => setAgentDepth(2)}
-                              className={cn(
-                                'flex items-center justify-between rounded-sm px-2 py-1.5 text-xs leading-4',
-                                agentDepth === 2 && 'bg-muted/40'
-                              )}
-                            >
-                              <span className='flex items-center gap-1.5'>
-                                <Brain className='h-3 w-3 text-muted-foreground' />
-                                Pro
-                              </span>
-                              {agentDepth === 2 && (
-                                <Check className='h-3 w-3 text-muted-foreground' />
-                              )}
-                            </DropdownMenuItem>
-                          </TooltipTrigger>
-                          <TooltipContent
-                            side='right'
-                            sideOffset={6}
-                            align='center'
-                            className='max-w-[220px] border bg-popover p-2 text-[11px] text-popover-foreground leading-snug shadow-md'
-                          >
-                            More reasoning for larger workflows and complex edits, still balanced
-                            for speed.
-                          </TooltipContent>
-                        </Tooltip>
-                        <Tooltip>
-                          <TooltipTrigger asChild>
-                            <DropdownMenuItem
-                              onSelect={() => setAgentDepth(3)}
-                              className={cn(
-                                'flex items-center justify-between rounded-sm px-2 py-1.5 text-xs leading-4',
-                                agentDepth === 3 && 'bg-muted/40'
-                              )}
-                            >
-                              <span className='flex items-center gap-1.5'>
-                                <BrainCircuit className='h-3 w-3 text-muted-foreground' />
-                                Max
-                              </span>
-                              {agentDepth === 3 && (
-                                <Check className='h-3 w-3 text-muted-foreground' />
-                              )}
-                            </DropdownMenuItem>
-                          </TooltipTrigger>
-                          <TooltipContent
-                            side='right'
-                            sideOffset={6}
-                            align='center'
-                            className='max-w-[220px] border bg-popover p-2 text-[11px] text-popover-foreground leading-snug shadow-md'
-                          >
-                            Maximum reasoning power. Best for complex workflow building and
-                            debugging.
-                          </TooltipContent>
-                        </Tooltip>
+                    <TooltipProvider delayDuration={100} skipDelayDuration={0}>
+                      <div className='w-[260px] p-3'>
+                        <div className='mb-3 flex items-center justify-between'>
+                          <div className='flex items-center gap-1.5'>
+                            <span className='font-medium text-xs'>MAX mode</span>
+                            <Tooltip>
+                              <TooltipTrigger asChild>
+                                <button
+                                  type='button'
+                                  className='h-3.5 w-3.5 rounded text-muted-foreground transition-colors hover:text-foreground'
+                                  aria-label='MAX mode info'
+                                >
+                                  <Info className='h-3.5 w-3.5' />
+                                </button>
+                              </TooltipTrigger>
+                              <TooltipContent
+                                side='right'
+                                sideOffset={6}
+                                align='center'
+                                className='max-w-[220px] border bg-popover p-2 text-[11px] text-popover-foreground leading-snug shadow-md'
+                              >
+                                Significantly increases depth of reasoning
+                              </TooltipContent>
+                            </Tooltip>
+                          </div>
+                          <Switch
+                            checked={!agentPrefetch}
+                            onCheckedChange={(checked) => setAgentPrefetch(!checked)}
+                          />
+                        </div>
+                        <div className='my-2 flex justify-center'>
+                          <div className='h-px w-[100%] bg-border' />
+                        </div>
+                        <div className='mb-3'>
+                          <div className='mb-2 flex items-center justify-between'>
+                            <span className='font-medium text-xs'>Mode</span>
+                            <span className='text-muted-foreground text-xs'>
+                              {getDepthLabelFor(agentDepth)}
+                            </span>
+                          </div>
+                          <div className='relative'>
+                            <Slider
+                              min={0}
+                              max={3}
+                              step={1}
+                              value={[agentDepth]}
+                              onValueChange={(val) =>
+                                setAgentDepth((val?.[0] ?? 0) as 0 | 1 | 2 | 3)
+                              }
+                            />
+                            <div className='pointer-events-none absolute inset-0'>
+                              <div className='-translate-x-1/2 -translate-y-1/2 absolute top-1/2 left-[33.333%] h-2 w-[3px] bg-background' />
+                              <div className='-translate-x-1/2 -translate-y-1/2 absolute top-1/2 left-[66.667%] h-2 w-[3px] bg-background' />
+                            </div>
+                          </div>
+                        </div>
+                        <div className='mt-3 text-[11px] text-muted-foreground'>
+                          {getDepthDescription(agentDepth)}
+                        </div>
                       </div>
                     </TooltipProvider>
                   </DropdownMenuContent>

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

@@ -44,6 +44,9 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
   // Scroll state
   const [isNearBottom, setIsNearBottom] = useState(true)
   const [showScrollButton, setShowScrollButton] = useState(false)
+  // New state to track if user has intentionally scrolled during streaming
+  const [userHasScrolledDuringStream, setUserHasScrolledDuringStream] = useState(false)
+  const isUserScrollingRef = useRef(false) // Track if scroll event is user-initiated
 
   const { activeWorkflowId } = useWorkflowRegistry()
 
@@ -119,6 +122,8 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
         '[data-radix-scroll-area-viewport]'
       )
       if (scrollContainer) {
+        // Mark that we're programmatically scrolling
+        isUserScrollingRef.current = false
         scrollContainer.scrollTo({
           top: scrollContainer.scrollHeight,
           behavior: 'smooth',
@@ -143,7 +148,15 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     const nearBottom = distanceFromBottom <= 100
     setIsNearBottom(nearBottom)
     setShowScrollButton(!nearBottom)
-  }, [])
+
+    // If user scrolled up during streaming, mark it
+    if (isSendingMessage && !nearBottom && isUserScrollingRef.current) {
+      setUserHasScrolledDuringStream(true)
+    }
+
+    // Reset the user scrolling flag after processing
+    isUserScrollingRef.current = true
+  }, [isSendingMessage])
 
   // Attach scroll listener
   useEffect(() => {
@@ -154,7 +167,13 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     const viewport = scrollArea.querySelector('[data-radix-scroll-area-viewport]')
     if (!viewport) return
 
-    viewport.addEventListener('scroll', handleScroll, { passive: true })
+    // Mark user-initiated scrolls
+    const handleUserScroll = () => {
+      isUserScrollingRef.current = true
+      handleScroll()
+    }
+
+    viewport.addEventListener('scroll', handleUserScroll, { passive: true })
 
     // Also listen for scrollend event if available (for smooth scrolling)
     if ('onscrollend' in viewport) {
@@ -165,34 +184,63 @@ export const Copilot = forwardRef<CopilotRef, CopilotProps>(({ panelWidth }, ref
     setTimeout(handleScroll, 100)
 
     return () => {
-      viewport.removeEventListener('scroll', handleScroll)
+      viewport.removeEventListener('scroll', handleUserScroll)
       if ('onscrollend' in viewport) {
         viewport.removeEventListener('scrollend', handleScroll)
       }
     }
   }, [handleScroll])
 
-  // Smart auto-scroll: only scroll if user is near bottom or for user messages
+  // Smart auto-scroll: only scroll if user hasn't intentionally scrolled up during streaming
   useEffect(() => {
     if (messages.length === 0) return
 
     const lastMessage = messages[messages.length - 1]
     const isNewUserMessage = lastMessage?.role === 'user'
 
-    // Always scroll for new user messages, or only if near bottom for assistant messages
-    if ((isNewUserMessage || isNearBottom) && scrollAreaRef.current) {
+    // Conditions for auto-scrolling:
+    // 1. Always scroll for new user messages (resets the user scroll state)
+    // 2. For assistant messages during streaming: only if user hasn't scrolled up
+    // 3. For assistant messages when not streaming: only if near bottom
+    const shouldAutoScroll =
+      isNewUserMessage ||
+      (isSendingMessage && !userHasScrolledDuringStream) ||
+      (!isSendingMessage && isNearBottom)
+
+    if (shouldAutoScroll && scrollAreaRef.current) {
       const scrollContainer = scrollAreaRef.current.querySelector(
         '[data-radix-scroll-area-viewport]'
       )
       if (scrollContainer) {
+        // Mark that we're programmatically scrolling
+        isUserScrollingRef.current = false
         scrollContainer.scrollTo({
           top: scrollContainer.scrollHeight,
           behavior: 'smooth',
         })
-        // Let the scroll event handler update the state naturally after animation completes
       }
     }
-  }, [messages, isNearBottom])
+  }, [messages, isNearBottom, isSendingMessage, userHasScrolledDuringStream])
+
+  // Reset user scroll state when streaming starts or when user sends a message
+  useEffect(() => {
+    const lastMessage = messages[messages.length - 1]
+    if (lastMessage?.role === 'user') {
+      // User sent a new message - reset scroll state
+      setUserHasScrolledDuringStream(false)
+      isUserScrollingRef.current = false
+    }
+  }, [messages])
+
+  // Reset user scroll state when streaming completes
+  const prevIsSendingRef = useRef(false)
+  useEffect(() => {
+    // When streaming transitions from true to false, reset the user scroll state
+    if (prevIsSendingRef.current && !isSendingMessage) {
+      setUserHasScrolledDuringStream(false)
+    }
+    prevIsSendingRef.current = isSendingMessage
+  }, [isSendingMessage])
 
   // Auto-scroll to bottom when chat loads in
   useEffect(() => {

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

@@ -6,9 +6,9 @@ import {
   type SlackChannelInfo,
   SlackChannelSelector,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/channel-selector/components/slack-channel-selector'
+import { useDependsOnGate } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-depends-on-gate'
 import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-sub-block-value'
 import type { SubBlockConfig } from '@/blocks/types'
-import { useSubBlockStore } from '@/stores/workflows/subblock/store'
 
 interface ChannelSelectorInputProps {
   blockId: string
@@ -29,28 +29,29 @@ export function ChannelSelectorInput({
   isPreview = false,
   previewValue,
 }: ChannelSelectorInputProps) {
-  const { getValue } = useSubBlockStore()
-
   // Use the proper hook to get the current value and setter (same as file-selector)
   const [storeValue, setStoreValue] = useSubBlockValue(blockId, subBlock.id)
+  // Reactive upstream fields
+  const [authMethod] = useSubBlockValue(blockId, 'authMethod')
+  const [botToken] = useSubBlockValue(blockId, 'botToken')
+  const [connectedCredential] = useSubBlockValue(blockId, 'credential')
   const [selectedChannelId, setSelectedChannelId] = useState<string>('')
   const [_channelInfo, setChannelInfo] = useState<SlackChannelInfo | null>(null)
 
   // Get provider-specific values
   const provider = subBlock.provider || 'slack'
   const isSlack = provider === 'slack'
+  // Central dependsOn gating
+  const { finalDisabled } = useDependsOnGate(blockId, subBlock, { disabled, isPreview })
 
-  // Get the credential for the provider - use provided credential or fall back to store
-  const authMethod = getValue(blockId, 'authMethod') as string
-  const botToken = getValue(blockId, 'botToken') as string
-
+  // Get the credential for the provider - use provided credential or fall back to reactive values
   let credential: string
   if (providedCredential) {
     credential = providedCredential
-  } else if (authMethod === 'bot_token' && botToken) {
-    credential = botToken
+  } else if ((authMethod as string) === 'bot_token' && (botToken as string)) {
+    credential = botToken as string
   } else {
-    credential = (getValue(blockId, 'credential') as string) || ''
+    credential = (connectedCredential as string) || ''
   }
 
   // Use preview value when in preview mode, otherwise use store value
@@ -58,18 +59,11 @@ export function ChannelSelectorInput({
 
   // Get the current value from the store or prop value if in preview mode (same pattern as file-selector)
   useEffect(() => {
-    if (isPreview && previewValue !== undefined) {
-      const value = previewValue
-      if (value && typeof value === 'string') {
-        setSelectedChannelId(value)
-      }
-    } else {
-      const value = getValue(blockId, subBlock.id)
-      if (value && typeof value === 'string') {
-        setSelectedChannelId(value)
-      }
+    const val = isPreview && previewValue !== undefined ? previewValue : storeValue
+    if (val && typeof val === 'string') {
+      setSelectedChannelId(val)
     }
-  }, [blockId, subBlock.id, getValue, isPreview, previewValue])
+  }, [isPreview, previewValue, storeValue])
 
   // Handle channel selection (same pattern as file-selector)
   const handleChannelChange = (channelId: string, info?: SlackChannelInfo) => {
@@ -95,15 +89,10 @@ export function ChannelSelectorInput({
                 }}
                 credential={credential}
                 label={subBlock.placeholder || 'Select Slack channel'}
-                disabled={disabled || !credential}
+                disabled={finalDisabled}
               />
             </div>
           </TooltipTrigger>
-          {!credential && (
-            <TooltipContent side='top'>
-              <p>Please select a Slack account or enter a bot token first</p>
-            </TooltipContent>
-          )}
         </Tooltip>
       </TooltipProvider>
     )

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

@@ -26,7 +26,6 @@ import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/c
 import type { SubBlockConfig } from '@/blocks/types'
 import { useCollaborativeWorkflow } from '@/hooks/use-collaborative-workflow'
 import { useWorkflowRegistry } from '@/stores/workflows/registry/store'
-import { useSubBlockStore } from '@/stores/workflows/subblock/store'
 
 const logger = createLogger('CredentialSelector')
 
@@ -124,12 +123,10 @@ export function CredentialSelector({
     }
   }, [effectiveProviderId, selectedId, activeWorkflowId])
 
-  // Fetch credentials on initial mount
+  // Fetch credentials on initial mount and whenever the subblock value changes externally
   useEffect(() => {
     fetchCredentials()
-    // This effect should only run once on mount, so empty dependency array
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [])
+  }, [fetchCredentials, effectiveValue])
 
   // When the selectedId changes (e.g., collaborator saved a credential), determine if it's foreign
   useEffect(() => {
@@ -180,6 +177,19 @@ export function CredentialSelector({
     }
   }, [fetchCredentials])
 
+  // Also handle BFCache restores (back/forward navigation) where visibility change may not fire reliably
+  useEffect(() => {
+    const handlePageShow = (event: any) => {
+      if (event?.persisted) {
+        fetchCredentials()
+      }
+    }
+    window.addEventListener('pageshow', handlePageShow)
+    return () => {
+      window.removeEventListener('pageshow', handlePageShow)
+    }
+  }, [fetchCredentials])
+
   // Handle popover open to fetch fresh credentials
   const handleOpenChange = (isOpen: boolean) => {
     setOpen(isOpen)
@@ -193,23 +203,19 @@ export function CredentialSelector({
   const selectedCredential = credentials.find((cred) => cred.id === selectedId)
   const isForeign = !!(selectedId && !selectedCredential && hasForeignMeta)
 
+  // If the list doesn’t contain the effective value but meta says it exists, synthesize a non-leaky placeholder to render stable UI
+  const displayName = selectedCredential
+    ? selectedCredential.name
+    : isForeign
+      ? 'Saved by collaborator'
+      : undefined
+
   // Handle selection
   const handleSelect = (credentialId: string) => {
     const previousId = selectedId || (effectiveValue as string) || ''
     setSelectedId(credentialId)
     if (!isPreview) {
       setStoreValue(credentialId)
-      // If credential changed, clear other sub-block fields for a clean state
-      if (previousId && previousId !== credentialId) {
-        const wfId = (activeWorkflowId as string) || ''
-        const workflowValues = useSubBlockStore.getState().workflowValues[wfId] || {}
-        const blockValues = workflowValues[blockId] || {}
-        Object.keys(blockValues).forEach((key) => {
-          if (key !== subBlock.id) {
-            collaborativeSetSubblockValue(blockId, key, '')
-          }
-        })
-      }
     }
     setOpen(false)
   }
@@ -263,15 +269,9 @@ export function CredentialSelector({
             <div className='flex max-w-[calc(100%-20px)] items-center gap-2 overflow-hidden'>
               {getProviderIcon(provider)}
               <span
-                className={
-                  selectedCredential ? 'truncate font-normal' : 'truncate text-muted-foreground'
-                }
+                className={displayName ? 'truncate font-normal' : 'truncate text-muted-foreground'}
               >
-                {selectedCredential
-                  ? selectedCredential.name
-                  : isForeign
-                    ? 'Saved by collaborator'
-                    : label}
+                {displayName || label}
               </span>
             </div>
             <ChevronDown className='absolute right-3 h-4 w-4 shrink-0 opacity-50' />

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

@@ -1,73 +0,0 @@
-'use client'
-
-import * as React from 'react'
-import { format } from 'date-fns'
-import { Calendar as CalendarIcon } from 'lucide-react'
-import { Button } from '@/components/ui/button'
-import { Calendar } from '@/components/ui/calendar'
-import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover'
-import { cn } from '@/lib/utils'
-import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-sub-block-value'
-
-interface DateInputProps {
-  blockId: string
-  subBlockId: string
-  placeholder?: string
-  isPreview?: boolean
-  previewValue?: string | null
-  disabled?: boolean
-}
-
-export function DateInput({
-  blockId,
-  subBlockId,
-  placeholder,
-  isPreview = false,
-  previewValue,
-  disabled = false,
-}: DateInputProps) {
-  const [storeValue, setStoreValue] = useSubBlockValue(blockId, subBlockId)
-
-  // Use preview value when in preview mode, otherwise use store value
-  const value = isPreview ? previewValue : storeValue
-  const date = value ? new Date(value) : undefined
-
-  const isPastDate = React.useMemo(() => {
-    if (!date) return false
-    const today = new Date()
-    today.setHours(0, 0, 0, 0)
-    return date < today
-  }, [date])
-
-  const handleDateSelect = (selectedDate: Date | undefined) => {
-    if (isPreview || disabled) return
-
-    if (selectedDate) {
-      const today = new Date()
-      today.setHours(0, 0, 0, 0)
-    }
-    setStoreValue(selectedDate?.toISOString() || '')
-  }
-
-  return (
-    <Popover>
-      <PopoverTrigger asChild>
-        <Button
-          variant='outline'
-          disabled={isPreview || disabled}
-          className={cn(
-            'w-full justify-start text-left font-normal',
-            !date && 'text-muted-foreground',
-            isPastDate && 'border-red-500'
-          )}
-        >
-          <CalendarIcon className='mr-1 h-4 w-4' />
-          {date ? format(date, 'MMM d, yy') : <span>{placeholder || 'Pick a date'}</span>}
-        </Button>
-      </PopoverTrigger>
-      <PopoverContent className='w-auto p-0'>
-        <Calendar mode='single' selected={date} onSelect={handleDateSelect} initialFocus />
-      </PopoverContent>
-    </Popover>
-  )
-}

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

@@ -12,6 +12,7 @@ import {
   CommandList,
 } from '@/components/ui/command'
 import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover'
+import { useDependsOnGate } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-depends-on-gate'
 import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-sub-block-value'
 import type { SubBlockConfig } from '@/blocks/types'
 
@@ -65,6 +66,9 @@ export function DocumentSelector({
   // Use preview value when in preview mode, otherwise use store value
   const value = isPreview ? previewValue : storeValue
 
+  const { finalDisabled } = useDependsOnGate(blockId, subBlock, { disabled, isPreview })
+  const isDisabled = finalDisabled
+
   // Fetch documents for the selected knowledge base
   const fetchDocuments = useCallback(async () => {
     if (!knowledgeBaseId) {
@@ -103,6 +107,7 @@ export function DocumentSelector({
   // Handle dropdown open/close - fetch documents when opening
   const handleOpenChange = (isOpen: boolean) => {
     if (isPreview) return
+    if (isDisabled) return
 
     setOpen(isOpen)
 
@@ -124,13 +129,14 @@ export function DocumentSelector({
 
   // Sync selected document with value prop
   useEffect(() => {
+    if (isDisabled) return
     if (value && documents.length > 0) {
       const docInfo = documents.find((doc) => doc.id === value)
       setSelectedDocument(docInfo || null)
     } else {
       setSelectedDocument(null)
     }
-  }, [value, documents])
+  }, [value, documents, isDisabled])
 
   // Reset documents when knowledge base changes
   useEffect(() => {
@@ -141,10 +147,10 @@ export function DocumentSelector({
 
   // Fetch documents when knowledge base is available
   useEffect(() => {
-    if (knowledgeBaseId && !isPreview) {
+    if (knowledgeBaseId && !isPreview && !isDisabled) {
       fetchDocuments()
     }
-  }, [knowledgeBaseId, isPreview, fetchDocuments])
+  }, [knowledgeBaseId, isPreview, isDisabled, fetchDocuments])
 
   const formatDocumentName = (document: DocumentData) => {
     return document.filename
@@ -166,9 +172,6 @@ export function DocumentSelector({
 
   const label = subBlock.placeholder || 'Select document'
 
-  // Show disabled state if no knowledge base is selected
-  const isDisabled = disabled || isPreview || !knowledgeBaseId
-
   return (
     <div className='w-full'>
       <Popover open={open} onOpenChange={handleOpenChange}>

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

@@ -22,6 +22,7 @@ interface DropdownProps {
   previewValue?: string | null
   disabled?: boolean
   placeholder?: string
+  config?: import('@/blocks/types').SubBlockConfig
 }
 
 export function Dropdown({
@@ -34,6 +35,7 @@ export function Dropdown({
   previewValue,
   disabled,
   placeholder = 'Select an option...',
+  config,
 }: DropdownProps) {
   const [storeValue, setStoreValue] = useSubBlockValue<string>(blockId, subBlockId)
   const [storeInitialized, setStoreInitialized] = useState(false)
@@ -281,7 +283,7 @@ export function Dropdown({
 
       {/* Dropdown */}
       {open && (
-        <div className='absolute top-full left-0 z-[100] mt-1 w-full min-w-[286px]'>
+        <div className='absolute top-full left-0 z-[100] mt-1 w-full'>
           <div className='allow-scroll fade-in-0 zoom-in-95 animate-in rounded-md border bg-popover text-popover-foreground shadow-lg'>
             <div
               ref={dropdownRef}

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

@@ -46,6 +46,8 @@ interface ConfluenceFileSelectorProps {
   showPreview?: boolean
   onFileInfoChange?: (fileInfo: ConfluenceFileInfo | null) => void
   credentialId?: string
+  workflowId?: string
+  isForeignCredential?: boolean
 }
 
 export function ConfluenceFileSelector({
@@ -60,6 +62,8 @@ export function ConfluenceFileSelector({
   showPreview = true,
   onFileInfoChange,
   credentialId,
+  workflowId,
+  isForeignCredential = false,
 }: ConfluenceFileSelectorProps) {
   const [open, setOpen] = useState(false)
   const [credentials, setCredentials] = useState<Credential[]>([])
@@ -71,6 +75,12 @@ export function ConfluenceFileSelector({
   const [showOAuthModal, setShowOAuthModal] = useState(false)
   const initialFetchRef = useRef(false)
   const [error, setError] = useState<string | null>(null)
+  // Keep internal credential in sync with prop (handles late arrival and BFCache restores)
+  useEffect(() => {
+    if (credentialId && credentialId !== selectedCredentialId) {
+      setSelectedCredentialId(credentialId)
+    }
+  }, [credentialId, selectedCredentialId])
 
   // Handle search with debounce
   const searchTimeoutRef = useRef<NodeJS.Timeout | null>(null)
@@ -156,6 +166,7 @@ export function ConfluenceFileSelector({
           },
           body: JSON.stringify({
             credentialId: selectedCredentialId,
+            workflowId,
           }),
         })
 
@@ -189,6 +200,18 @@ export function ConfluenceFileSelector({
         if (data.file) {
           setSelectedFile(data.file)
           onFileInfoChange?.(data.file)
+        } else {
+          const fileInfo: ConfluenceFileInfo = {
+            id: data.id || pageId,
+            name: data.title || `Page ${pageId}`,
+            mimeType: 'confluence/page',
+            webViewLink: undefined,
+            modifiedTime: undefined,
+            spaceId: undefined,
+            url: undefined,
+          }
+          setSelectedFile(fileInfo)
+          onFileInfoChange?.(fileInfo)
         }
       } catch (error) {
         logger.error('Error fetching page info:', error)
@@ -197,13 +220,14 @@ export function ConfluenceFileSelector({
         setIsLoading(false)
       }
     },
-    [selectedCredentialId, domain, onFileInfoChange]
+    [selectedCredentialId, domain, onFileInfoChange, workflowId]
   )
 
   // Fetch pages from Confluence
   const fetchFiles = useCallback(
     async (searchQuery?: string) => {
       if (!selectedCredentialId || !domain) return
+      if (isForeignCredential) return
 
       // Validate domain format
       const trimmedDomain = domain.trim().toLowerCase()
@@ -228,6 +252,7 @@ export function ConfluenceFileSelector({
           },
           body: JSON.stringify({
             credentialId: selectedCredentialId,
+            workflowId,
           }),
         })
 
@@ -267,6 +292,12 @@ export function ConfluenceFileSelector({
 
         if (!response.ok) {
           const errorData = await response.json()
+          if (response.status === 401 || response.status === 403) {
+            logger.info('Confluence pages fetch unauthorized (expected for collaborator)')
+            setFiles([])
+            setIsLoading(false)
+            return
+          }
           logger.error('Confluence API error:', errorData)
           throw new Error(errorData.error || 'Failed to fetch pages')
         }
@@ -294,7 +325,15 @@ export function ConfluenceFileSelector({
         setIsLoading(false)
       }
     },
-    [selectedCredentialId, domain, selectedFileId, onFileInfoChange, fetchPageInfo]
+    [
+      selectedCredentialId,
+      domain,
+      selectedFileId,
+      onFileInfoChange,
+      fetchPageInfo,
+      workflowId,
+      isForeignCredential,
+    ]
   )
 
   // Fetch credentials on initial mount
@@ -310,7 +349,7 @@ export function ConfluenceFileSelector({
     setOpen(isOpen)
 
     // Only fetch files when opening the dropdown and if we have valid credentials and domain
-    if (isOpen && selectedCredentialId && domain && domain.includes('.')) {
+    if (isOpen && !isForeignCredential && selectedCredentialId && domain && domain.includes('.')) {
       fetchFiles()
     }
   }
@@ -320,7 +359,15 @@ export function ConfluenceFileSelector({
     if (value && selectedCredentialId && !selectedFile && domain && domain.includes('.')) {
       fetchPageInfo(value)
     }
-  }, [value, selectedCredentialId, selectedFile, domain, fetchPageInfo])
+  }, [
+    value,
+    selectedCredentialId,
+    selectedFile,
+    domain,
+    fetchPageInfo,
+    workflowId,
+    isForeignCredential,
+  ])
 
   // Keep internal selectedFileId in sync with the value prop
   useEffect(() => {
@@ -329,6 +376,14 @@ export function ConfluenceFileSelector({
     }
   }, [value])
 
+  // Clear preview when value is cleared (e.g., collaborator cleared or domain change cascade)
+  useEffect(() => {
+    if (!value) {
+      setSelectedFile(null)
+      onFileInfoChange?.(null)
+    }
+  }, [value, onFileInfoChange])
+
   // Handle file selection
   const handleSelectFile = (file: ConfluenceFileInfo) => {
     setSelectedFileId(file.id)
@@ -363,7 +418,7 @@ export function ConfluenceFileSelector({
               role='combobox'
               aria-expanded={open}
               className='h-10 w-full min-w-0 justify-between'
-              disabled={disabled || !domain}
+              disabled={disabled || !domain || isForeignCredential}
             >
               <div className='flex min-w-0 items-center gap-2 overflow-hidden'>
                 {selectedFile ? (
@@ -381,122 +436,126 @@ export function ConfluenceFileSelector({
               <ChevronDown className='ml-2 h-4 w-4 shrink-0 opacity-50' />
             </Button>
           </PopoverTrigger>
-          <PopoverContent className='w-[300px] p-0' align='start'>
-            {/* Current account indicator */}
-            {selectedCredentialId && credentials.length > 0 && (
-              <div className='flex items-center justify-between border-b px-3 py-2'>
-                <div className='flex items-center gap-2'>
-                  <ConfluenceIcon className='h-4 w-4' />
-                  <span className='text-muted-foreground text-xs'>
-                    {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
-                      'Unknown'}
-                  </span>
-                </div>
-                {credentials.length > 1 && (
-                  <Button
-                    variant='ghost'
-                    size='sm'
-                    className='h-6 px-2 text-xs'
-                    onClick={() => setOpen(true)}
-                  >
-                    Switch
-                  </Button>
-                )}
-              </div>
-            )}
-
-            <Command>
-              <CommandInput placeholder='Search pages...' onValueChange={handleSearch} />
-              <CommandList>
-                <CommandEmpty>
-                  {isLoading ? (
-                    <div className='flex items-center justify-center p-4'>
-                      <RefreshCw className='h-4 w-4 animate-spin' />
-                      <span className='ml-2'>Loading pages...</span>
-                    </div>
-                  ) : error ? (
-                    <div className='p-4 text-center'>
-                      <p className='text-destructive text-sm'>{error}</p>
-                    </div>
-                  ) : credentials.length === 0 ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No accounts connected.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Connect a Confluence account to continue.
-                      </p>
-                    </div>
-                  ) : (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No pages found.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Try a different search or account.
-                      </p>
-                    </div>
+          {!isForeignCredential && (
+            <PopoverContent className='w-[300px] p-0' align='start'>
+              {/* Current account indicator */}
+              {selectedCredentialId && credentials.length > 0 && (
+                <div className='flex items-center justify-between border-b px-3 py-2'>
+                  <div className='flex items-center gap-2'>
+                    <ConfluenceIcon className='h-4 w-4' />
+                    <span className='text-muted-foreground text-xs'>
+                      {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
+                        'Unknown'}
+                    </span>
+                  </div>
+                  {credentials.length > 1 && (
+                    <Button
+                      variant='ghost'
+                      size='sm'
+                      className='h-6 px-2 text-xs'
+                      onClick={() => setOpen(true)}
+                    >
+                      Switch
+                    </Button>
                   )}
-                </CommandEmpty>
+                </div>
+              )}
 
-                {/* Account selection - only show if we have multiple accounts */}
-                {credentials.length > 1 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Switch Account
-                    </div>
-                    {credentials.map((cred) => (
-                      <CommandItem
-                        key={cred.id}
-                        value={`account-${cred.id}`}
-                        onSelect={() => setSelectedCredentialId(cred.id)}
-                      >
-                        <div className='flex items-center gap-2'>
-                          <ConfluenceIcon className='h-4 w-4' />
-                          <span className='font-normal'>{cred.name}</span>
-                        </div>
-                        {cred.id === selectedCredentialId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Files list */}
-                {files.length > 0 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Pages
-                    </div>
-                    {files.map((file) => (
-                      <CommandItem
-                        key={file.id}
-                        value={`file-${file.id}-${file.name}`}
-                        onSelect={() => handleSelectFile(file)}
-                      >
-                        <div className='flex items-center gap-2 overflow-hidden'>
-                          <ConfluenceIcon className='h-4 w-4' />
-                          <span className='truncate font-normal'>{file.name}</span>
-                        </div>
-                        {file.id === selectedFileId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Connect account option - only show if no credentials */}
-                {credentials.length === 0 && (
-                  <CommandGroup>
-                    <CommandItem onSelect={handleAddCredential}>
-                      <div className='flex items-center gap-2 text-primary'>
-                        <ConfluenceIcon className='h-4 w-4' />
-                        <span>Connect Confluence account</span>
+              <Command>
+                <CommandInput placeholder='Search pages...' onValueChange={handleSearch} />
+                <CommandList>
+                  <CommandEmpty>
+                    {isLoading ? (
+                      <div className='flex items-center justify-center p-4'>
+                        <RefreshCw className='h-4 w-4 animate-spin' />
+                        <span className='ml-2'>Loading pages...</span>
                       </div>
-                    </CommandItem>
-                  </CommandGroup>
-                )}
-              </CommandList>
-            </Command>
-          </PopoverContent>
+                    ) : error ? (
+                      <div className='p-4 text-center'>
+                        <p className='text-destructive text-sm'>{error}</p>
+                      </div>
+                    ) : credentials.length === 0 ? (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No accounts connected.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Connect a Confluence account to continue.
+                        </p>
+                      </div>
+                    ) : (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No pages found.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Try a different search or account.
+                        </p>
+                      </div>
+                    )}
+                  </CommandEmpty>
+
+                  {/* Account selection - only show if we have multiple accounts */}
+                  {credentials.length > 1 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Switch Account
+                      </div>
+                      {credentials.map((cred) => (
+                        <CommandItem
+                          key={cred.id}
+                          value={`account-${cred.id}`}
+                          onSelect={() => setSelectedCredentialId(cred.id)}
+                        >
+                          <div className='flex items-center gap-2'>
+                            <ConfluenceIcon className='h-4 w-4' />
+                            <span className='font-normal'>{cred.name}</span>
+                          </div>
+                          {cred.id === selectedCredentialId && (
+                            <Check className='ml-auto h-4 w-4' />
+                          )}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Files list */}
+                  {files.length > 0 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Pages
+                      </div>
+                      {files.map((file) => (
+                        <CommandItem
+                          key={file.id}
+                          value={`file-${file.id}-${file.name}`}
+                          onSelect={() => handleSelectFile(file)}
+                        >
+                          <div className='flex items-center gap-2 overflow-hidden'>
+                            <ConfluenceIcon className='h-4 w-4' />
+                            <span className='truncate font-normal'>{file.name}</span>
+                          </div>
+                          {file.id === selectedFileId && <Check className='ml-auto h-4 w-4' />}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Connect account option - only show if no credentials */}
+                  {credentials.length === 0 && (
+                    <CommandGroup>
+                      <CommandItem onSelect={handleAddCredential}>
+                        <div className='flex items-center gap-2 text-primary'>
+                          <ConfluenceIcon className='h-4 w-4' />
+                          <span>Connect Confluence account</span>
+                        </div>
+                      </CommandItem>
+                    </CommandGroup>
+                  )}
+                </CommandList>
+              </Command>
+            </PopoverContent>
+          )}
         </Popover>
 
         {/* File preview */}
-        {showPreview && selectedFile && (
+        {showPreview && selectedFile && selectedFileId && selectedFile.id === selectedFileId && (
           <div className='relative mt-2 rounded-md border border-muted bg-muted/10 p-2'>
             <div className='absolute top-2 right-2'>
               <Button

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/file-selector/components/google-drive-picker.tsx

@@ -1,18 +1,10 @@
 'use client'
 
 import { useCallback, useEffect, useRef, useState } from 'react'
-import { Check, ChevronDown, ExternalLink, FileIcon, FolderIcon, RefreshCw, X } from 'lucide-react'
+import { ExternalLink, FileIcon, FolderIcon, RefreshCw, X } from 'lucide-react'
 import useDrivePicker from 'react-google-drive-picker'
 import { GoogleDocsIcon, GoogleSheetsIcon } from '@/components/icons'
 import { Button } from '@/components/ui/button'
-import {
-  Command,
-  CommandEmpty,
-  CommandGroup,
-  CommandItem,
-  CommandList,
-} from '@/components/ui/command'
-import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover'
 import { getEnv } from '@/lib/env'
 import { createLogger } from '@/lib/logs/console/logger'
 import {
@@ -74,7 +66,6 @@ export function GoogleDrivePicker({
   credentialId,
   workflowId,
 }: GoogleDrivePickerProps) {
-  const [open, setOpen] = useState(false)
   const [credentials, setCredentials] = useState<Credential[]>([])
   const [selectedCredentialId, setSelectedCredentialId] = useState<string>('')
   const [selectedFileId, setSelectedFileId] = useState(value)
@@ -237,18 +228,20 @@ export function GoogleDrivePicker({
   ])
 
   // Fetch the access token for the selected credential
-  const fetchAccessToken = async (): Promise<string | null> => {
-    if (!selectedCredentialId) {
+  const fetchAccessToken = async (credentialOverrideId?: string): Promise<string | null> => {
+    const effectiveCredentialId = credentialOverrideId || selectedCredentialId
+    if (!effectiveCredentialId) {
       logger.error('No credential ID selected for Google Drive Picker')
       return null
     }
 
     setIsLoading(true)
     try {
-      const url = new URL('/api/auth/oauth/token', window.location.origin)
-      url.searchParams.set('credentialId', selectedCredentialId)
-      // include workflowId if available via global registry (server adds session owner otherwise)
-      const response = await fetch(url.toString())
+      const response = await fetch('/api/auth/oauth/token', {
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({ credentialId: effectiveCredentialId, workflowId }),
+      })
 
       if (!response.ok) {
         throw new Error(`Failed to fetch access token: ${response.status}`)
@@ -265,10 +258,10 @@ export function GoogleDrivePicker({
   }
 
   // Handle opening the Google Drive Picker
-  const handleOpenPicker = async () => {
+  const handleOpenPicker = async (credentialOverrideId?: string) => {
     try {
       // First, get the access token for the selected credential
-      const accessToken = await fetchAccessToken()
+      const accessToken = await fetchAccessToken(credentialOverrideId)
 
       if (!accessToken) {
         logger.error('Failed to get access token for Google Drive Picker')
@@ -335,7 +328,6 @@ export function GoogleDrivePicker({
   const handleAddCredential = () => {
     // Show the OAuth modal
     setShowOAuthModal(true)
-    setOpen(false)
   }
 
   // Clear selection
@@ -423,142 +415,60 @@ export function GoogleDrivePicker({
     return <FileIcon className={`${iconSize} text-muted-foreground`} />
   }
 
+  const canShowPreview = !!(
+    showPreview &&
+    selectedFile &&
+    selectedFileId &&
+    selectedFile.id === selectedFileId
+  )
+
   return (
     <>
       <div className='space-y-2'>
-        <Popover open={open} onOpenChange={setOpen}>
-          <PopoverTrigger asChild>
-            <Button
-              variant='outline'
-              role='combobox'
-              aria-expanded={open}
-              className='h-10 w-full min-w-0 justify-between'
-              disabled={disabled}
-            >
-              <div className='flex min-w-0 items-center gap-2 overflow-hidden'>
-                {selectedFile ? (
-                  <>
-                    {getFileIcon(selectedFile, 'sm')}
-                    <span className='truncate font-normal'>{selectedFile.name}</span>
-                  </>
-                ) : selectedFileId && isLoadingSelectedFile && selectedCredentialId ? (
-                  <>
-                    <RefreshCw className='h-4 w-4 animate-spin' />
-                    <span className='truncate text-muted-foreground'>Loading document...</span>
-                  </>
-                ) : (
-                  <>
-                    {getProviderIcon(provider)}
-                    <span className='truncate text-muted-foreground'>{label}</span>
-                  </>
-                )}
-              </div>
-              <ChevronDown className='ml-2 h-4 w-4 shrink-0 opacity-50' />
-            </Button>
-          </PopoverTrigger>
-          <PopoverContent className='w-[300px] p-0' align='start'>
-            {/* Current account indicator */}
-            {selectedCredentialId && credentials.length > 0 && (
-              <div className='flex items-center justify-between border-b px-3 py-2'>
-                <div className='flex items-center gap-2'>
-                  {getProviderIcon(provider)}
-                  <span className='text-muted-foreground text-xs'>
-                    {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
-                      'Unknown'}
-                  </span>
-                </div>
-                {credentials.length > 1 && (
-                  <Button
-                    variant='ghost'
-                    size='sm'
-                    className='h-6 px-2 text-xs'
-                    onClick={() => setOpen(true)}
-                  >
-                    Switch
-                  </Button>
-                )}
-              </div>
+        <Button
+          variant='outline'
+          role='combobox'
+          className='h-10 w-full min-w-0 justify-between'
+          disabled={disabled || isLoading}
+          onClick={async () => {
+            // Decide which credential to use
+            let idToUse = selectedCredentialId
+            if (!idToUse && credentials.length === 1) {
+              idToUse = credentials[0].id
+              setSelectedCredentialId(idToUse)
+            }
+
+            if (!idToUse) {
+              // No credentials — prompt OAuth
+              handleAddCredential()
+              return
+            }
+
+            await handleOpenPicker(idToUse)
+          }}
+        >
+          <div className='flex min-w-0 items-center gap-2 overflow-hidden'>
+            {canShowPreview ? (
+              <>
+                {getFileIcon(selectedFile, 'sm')}
+                <span className='truncate font-normal'>{selectedFile.name}</span>
+              </>
+            ) : selectedFileId && isLoadingSelectedFile && selectedCredentialId ? (
+              <>
+                <RefreshCw className='h-4 w-4 animate-spin' />
+                <span className='truncate text-muted-foreground'>Loading document...</span>
+              </>
+            ) : (
+              <>
+                {getProviderIcon(provider)}
+                <span className='truncate text-muted-foreground'>{label}</span>
+              </>
             )}
-
-            <Command>
-              <CommandList>
-                <CommandEmpty>
-                  {isLoading ? (
-                    <div className='flex items-center justify-center p-4'>
-                      <RefreshCw className='h-4 w-4 animate-spin' />
-                      <span className='ml-2'>Loading...</span>
-                    </div>
-                  ) : credentials.length === 0 ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No accounts connected.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Connect a {getProviderName(provider)} account to continue.
-                      </p>
-                    </div>
-                  ) : (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No documents available.</p>
-                    </div>
-                  )}
-                </CommandEmpty>
-
-                {/* Account selection - only show if we have multiple accounts */}
-                {credentials.length > 1 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Switch Account
-                    </div>
-                    {credentials.map((cred) => (
-                      <CommandItem
-                        key={cred.id}
-                        value={`account-${cred.id}`}
-                        onSelect={() => setSelectedCredentialId(cred.id)}
-                      >
-                        <div className='flex items-center gap-2'>
-                          {getProviderIcon(cred.provider)}
-                          <span className='font-normal'>{cred.name}</span>
-                        </div>
-                        {cred.id === selectedCredentialId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Open picker button - only show if we have credentials */}
-                {credentials.length > 0 && selectedCredentialId && (
-                  <CommandGroup>
-                    <div className='p-2'>
-                      <Button
-                        className='w-full'
-                        onClick={() => {
-                          setOpen(false)
-                          handleOpenPicker()
-                        }}
-                      >
-                        Open Google Drive Picker
-                      </Button>
-                    </div>
-                  </CommandGroup>
-                )}
-
-                {/* Connect account option - only show if no credentials */}
-                {credentials.length === 0 && (
-                  <CommandGroup>
-                    <CommandItem onSelect={handleAddCredential}>
-                      <div className='flex items-center gap-2 text-primary'>
-                        {getProviderIcon(provider)}
-                        <span>Connect {getProviderName(provider)} account</span>
-                      </div>
-                    </CommandItem>
-                  </CommandGroup>
-                )}
-              </CommandList>
-            </Command>
-          </PopoverContent>
-        </Popover>
+          </div>
+        </Button>
 
         {/* File preview */}
-        {showPreview && selectedFile && (
+        {canShowPreview && (
           <div className='relative mt-2 rounded-md border border-muted bg-muted/10 p-2'>
             <div className='absolute top-2 right-2'>
               <Button

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/file-selector/components/jira-issue-selector.tsx

@@ -13,7 +13,7 @@ import {
   CommandList,
 } from '@/components/ui/command'
 import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import {
   type Credential,
   getProviderIdFromServiceId,
@@ -22,7 +22,7 @@ import {
 } from '@/lib/oauth'
 import { OAuthRequiredModal } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/credential-selector/components/oauth-required-modal'
 
-const logger = new Logger('JiraIssueSelector')
+const logger = createLogger('JiraIssueSelector')
 
 export interface JiraIssueInfo {
   id: string
@@ -48,6 +48,7 @@ interface JiraIssueSelectorProps {
   projectId?: string
   credentialId?: string
   isForeignCredential?: boolean
+  workflowId?: string
 }
 
 export function JiraIssueSelector({
@@ -63,6 +64,8 @@ export function JiraIssueSelector({
   onIssueInfoChange,
   projectId,
   credentialId,
+  isForeignCredential = false,
+  workflowId,
 }: JiraIssueSelectorProps) {
   const [open, setOpen] = useState(false)
   const [credentials, setCredentials] = useState<Credential[]>([])
@@ -168,6 +171,7 @@ export function JiraIssueSelector({
           },
           body: JSON.stringify({
             credentialId: selectedCredentialId,
+            workflowId,
           }),
         })
 
@@ -264,6 +268,7 @@ export function JiraIssueSelector({
           },
           body: JSON.stringify({
             credentialId: selectedCredentialId,
+            workflowId,
           }),
         })
 
@@ -377,6 +382,10 @@ export function JiraIssueSelector({
 
   // Handle open change
   const handleOpenChange = (isOpen: boolean) => {
+    if (disabled || isForeignCredential) {
+      setOpen(false)
+      return
+    }
     setOpen(isOpen)
 
     // Only fetch recent/default issues when opening the dropdown
@@ -451,7 +460,7 @@ export function JiraIssueSelector({
               role='combobox'
               aria-expanded={open}
               className='h-10 w-full min-w-0 justify-between'
-              disabled={disabled || !domain || !selectedCredentialId}
+              disabled={disabled || !domain || !selectedCredentialId || isForeignCredential}
             >
               <div className='flex min-w-0 items-center gap-2 overflow-hidden'>
                 {selectedIssue ? (
@@ -469,118 +478,122 @@ export function JiraIssueSelector({
               <ChevronDown className='ml-2 h-4 w-4 shrink-0 opacity-50' />
             </Button>
           </PopoverTrigger>
-          <PopoverContent className='w-[300px] p-0' align='start'>
-            {/* Current account indicator */}
-            {selectedCredentialId && credentials.length > 0 && (
-              <div className='flex items-center justify-between border-b px-3 py-2'>
-                <div className='flex items-center gap-2'>
-                  <JiraIcon className='h-4 w-4' />
-                  <span className='text-muted-foreground text-xs'>
-                    {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
-                      'Unknown'}
-                  </span>
-                </div>
-                {credentials.length > 1 && (
-                  <Button
-                    variant='ghost'
-                    size='sm'
-                    className='h-6 px-2 text-xs'
-                    onClick={() => setOpen(true)}
-                  >
-                    Switch
-                  </Button>
-                )}
-              </div>
-            )}
-
-            <Command>
-              <CommandInput placeholder='Search issues...' onValueChange={handleSearch} />
-              <CommandList>
-                <CommandEmpty>
-                  {isLoading ? (
-                    <div className='flex items-center justify-center p-4'>
-                      <RefreshCw className='h-4 w-4 animate-spin' />
-                      <span className='ml-2'>Loading issues...</span>
-                    </div>
-                  ) : error ? (
-                    <div className='p-4 text-center'>
-                      <p className='text-destructive text-sm'>{error}</p>
-                    </div>
-                  ) : credentials.length === 0 ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No accounts connected.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Connect a Jira account to continue.
-                      </p>
-                    </div>
-                  ) : (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No issues found.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Try a different search or account.
-                      </p>
-                    </div>
+          {!isForeignCredential && (
+            <PopoverContent className='w-[300px] p-0' align='start'>
+              {/* Current account indicator */}
+              {selectedCredentialId && credentials.length > 0 && (
+                <div className='flex items-center justify-between border-b px-3 py-2'>
+                  <div className='flex items-center gap-2'>
+                    <JiraIcon className='h-4 w-4' />
+                    <span className='text-muted-foreground text-xs'>
+                      {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
+                        'Unknown'}
+                    </span>
+                  </div>
+                  {credentials.length > 1 && (
+                    <Button
+                      variant='ghost'
+                      size='sm'
+                      className='h-6 px-2 text-xs'
+                      onClick={() => setOpen(true)}
+                    >
+                      Switch
+                    </Button>
                   )}
-                </CommandEmpty>
+                </div>
+              )}
 
-                {/* Account selection - only show if we have multiple accounts */}
-                {credentials.length > 1 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Switch Account
-                    </div>
-                    {credentials.map((cred) => (
-                      <CommandItem
-                        key={cred.id}
-                        value={`account-${cred.id}`}
-                        onSelect={() => setSelectedCredentialId(cred.id)}
-                      >
-                        <div className='flex items-center gap-2'>
-                          <JiraIcon className='h-4 w-4' />
-                          <span className='font-normal'>{cred.name}</span>
-                        </div>
-                        {cred.id === selectedCredentialId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Issues list */}
-                {issues.length > 0 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Issues
-                    </div>
-                    {issues.map((issue) => (
-                      <CommandItem
-                        key={issue.id}
-                        value={`issue-${issue.id}-${issue.name}`}
-                        onSelect={() => handleSelectIssue(issue)}
-                      >
-                        <div className='flex items-center gap-2 overflow-hidden'>
-                          <JiraIcon className='h-4 w-4' />
-                          <span className='truncate font-normal'>{issue.name}</span>
-                        </div>
-                        {issue.id === selectedIssueId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Connect account option - only show if no credentials */}
-                {credentials.length === 0 && (
-                  <CommandGroup>
-                    <CommandItem onSelect={handleAddCredential}>
-                      <div className='flex items-center gap-2 text-primary'>
-                        <JiraIcon className='h-4 w-4' />
-                        <span>Connect Jira account</span>
+              <Command>
+                <CommandInput placeholder='Search issues...' onValueChange={handleSearch} />
+                <CommandList>
+                  <CommandEmpty>
+                    {isLoading ? (
+                      <div className='flex items-center justify-center p-4'>
+                        <RefreshCw className='h-4 w-4 animate-spin' />
+                        <span className='ml-2'>Loading issues...</span>
                       </div>
-                    </CommandItem>
-                  </CommandGroup>
-                )}
-              </CommandList>
-            </Command>
-          </PopoverContent>
+                    ) : error ? (
+                      <div className='p-4 text-center'>
+                        <p className='text-destructive text-sm'>{error}</p>
+                      </div>
+                    ) : credentials.length === 0 ? (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No accounts connected.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Connect a Jira account to continue.
+                        </p>
+                      </div>
+                    ) : (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No issues found.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Try a different search or account.
+                        </p>
+                      </div>
+                    )}
+                  </CommandEmpty>
+
+                  {/* Account selection - only show if we have multiple accounts */}
+                  {credentials.length > 1 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Switch Account
+                      </div>
+                      {credentials.map((cred) => (
+                        <CommandItem
+                          key={cred.id}
+                          value={`account-${cred.id}`}
+                          onSelect={() => setSelectedCredentialId(cred.id)}
+                        >
+                          <div className='flex items-center gap-2'>
+                            <JiraIcon className='h-4 w-4' />
+                            <span className='font-normal'>{cred.name}</span>
+                          </div>
+                          {cred.id === selectedCredentialId && (
+                            <Check className='ml-auto h-4 w-4' />
+                          )}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Issues list */}
+                  {issues.length > 0 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Issues
+                      </div>
+                      {issues.map((issue) => (
+                        <CommandItem
+                          key={issue.id}
+                          value={`issue-${issue.id}-${issue.name}`}
+                          onSelect={() => handleSelectIssue(issue)}
+                        >
+                          <div className='flex items-center gap-2 overflow-hidden'>
+                            <JiraIcon className='h-4 w-4' />
+                            <span className='truncate font-normal'>{issue.name}</span>
+                          </div>
+                          {issue.id === selectedIssueId && <Check className='ml-auto h-4 w-4' />}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Connect account option - only show if no credentials */}
+                  {credentials.length === 0 && (
+                    <CommandGroup>
+                      <CommandItem onSelect={handleAddCredential}>
+                        <div className='flex items-center gap-2 text-primary'>
+                          <JiraIcon className='h-4 w-4' />
+                          <span>Connect Jira account</span>
+                        </div>
+                      </CommandItem>
+                    </CommandGroup>
+                  )}
+                </CommandList>
+              </Command>
+            </PopoverContent>
+          )}
         </Popover>
 
         {/* Issue preview */}

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

@@ -55,6 +55,9 @@ interface MicrosoftFileSelectorProps {
   showPreview?: boolean
   onFileInfoChange?: (fileInfo: MicrosoftFileInfo | null) => void
   planId?: string
+  workflowId?: string
+  credentialId?: string
+  isForeignCredential?: boolean
 }
 
 export function MicrosoftFileSelector({
@@ -68,10 +71,13 @@ export function MicrosoftFileSelector({
   showPreview = true,
   onFileInfoChange,
   planId,
+  workflowId,
+  credentialId,
+  isForeignCredential = false,
 }: MicrosoftFileSelectorProps) {
   const [open, setOpen] = useState(false)
   const [credentials, setCredentials] = useState<Credential[]>([])
-  const [selectedCredentialId, setSelectedCredentialId] = useState<string>('')
+  const [selectedCredentialId, setSelectedCredentialId] = useState<string>(credentialId || '')
   const [selectedFileId, setSelectedFileId] = useState(value)
   const [selectedFile, setSelectedFile] = useState<MicrosoftFileInfo | null>(null)
   const [isLoading, setIsLoading] = useState(false)
@@ -82,6 +88,8 @@ export function MicrosoftFileSelector({
   const [showOAuthModal, setShowOAuthModal] = useState(false)
   const [credentialsLoaded, setCredentialsLoaded] = useState(false)
   const initialFetchRef = useRef(false)
+  // Track the last (credentialId, fileId) we attempted to resolve to avoid tight retry loops
+  const lastMetaAttemptRef = useRef<string>('')
 
   // Handle Microsoft Planner task selection
   const [plannerTasks, setPlannerTasks] = useState<PlannerTask[]>([])
@@ -112,23 +120,11 @@ export function MicrosoftFileSelector({
         const data = await response.json()
         setCredentials(data.credentials)
 
-        // Auto-select logic for credentials
-        if (data.credentials.length > 0) {
-          // If we already have a selected credential ID, check if it's valid
-          if (
-            selectedCredentialId &&
-            data.credentials.some((cred: Credential) => cred.id === selectedCredentialId)
-          ) {
-            // Keep the current selection
-          } else {
-            // Otherwise, select the default or first credential
-            const defaultCred = data.credentials.find((cred: Credential) => cred.isDefault)
-            if (defaultCred) {
-              setSelectedCredentialId(defaultCred.id)
-            } else if (data.credentials.length === 1) {
-              setSelectedCredentialId(data.credentials[0].id)
-            }
-          }
+        // If a credentialId prop is provided (collaborator case), do not auto-select
+        if (!credentialId && data.credentials.length > 0 && !selectedCredentialId) {
+          const defaultCred = data.credentials.find((cred: Credential) => cred.isDefault)
+          if (defaultCred) setSelectedCredentialId(defaultCred.id)
+          else if (data.credentials.length === 1) setSelectedCredentialId(data.credentials[0].id)
         }
       }
     } catch (error) {
@@ -137,11 +133,18 @@ export function MicrosoftFileSelector({
       setIsLoading(false)
       setCredentialsLoaded(true)
     }
-  }, [provider, getProviderId, selectedCredentialId])
+  }, [provider, getProviderId, selectedCredentialId, credentialId])
+
+  // Keep internal credential in sync with prop
+  useEffect(() => {
+    if (credentialId && credentialId !== selectedCredentialId) {
+      setSelectedCredentialId(credentialId)
+    }
+  }, [credentialId, selectedCredentialId])
 
   // Fetch available files for the selected credential
   const fetchAvailableFiles = useCallback(async () => {
-    if (!selectedCredentialId) return
+    if (!selectedCredentialId || isForeignCredential) return
 
     setIsLoadingFiles(true)
     try {
@@ -170,9 +173,13 @@ export function MicrosoftFileSelector({
         const data = await response.json()
         setAvailableFiles(data.files || [])
       } else {
-        logger.error('Error fetching available files:', {
-          error: await response.text(),
-        })
+        const txt = await response.text()
+        if (response.status === 401 || response.status === 403) {
+          // Suppress noisy auth errors for collaborators; lists are intentionally gated
+          logger.info('Skipping list fetch (auth)', { status: response.status })
+        } else {
+          logger.warn('Non-OK list fetch', { status: response.status, txt })
+        }
         setAvailableFiles([])
       }
     } catch (error) {
@@ -181,7 +188,7 @@ export function MicrosoftFileSelector({
     } finally {
       setIsLoadingFiles(false)
     }
-  }, [selectedCredentialId, searchQuery, serviceId])
+  }, [selectedCredentialId, searchQuery, serviceId, isForeignCredential])
 
   // Fetch a single file by ID when we have a selectedFileId but no metadata
   const fetchFileById = useCallback(
@@ -190,49 +197,90 @@ export function MicrosoftFileSelector({
 
       setIsLoadingSelectedFile(true)
       try {
-        // Construct query parameters
-        const queryParams = new URLSearchParams({
-          credentialId: selectedCredentialId,
-          fileId: fileId,
-        })
-
-        // Route to correct endpoint based on service
-        let endpoint: string
-        if (serviceId === 'onedrive') {
-          endpoint = `/api/tools/onedrive/folder?${queryParams.toString()}`
-        } else if (serviceId === 'sharepoint') {
-          // Change from fileId to siteId for SharePoint
-          const sharepointParams = new URLSearchParams({
-            credentialId: selectedCredentialId,
-            siteId: fileId, // Use siteId instead of fileId
+        // Use owner-scoped token for OneDrive items (files/folders) and Excel
+        if (serviceId !== 'sharepoint') {
+          const tokenRes = await fetch('/api/auth/oauth/token', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ credentialId: selectedCredentialId, workflowId }),
           })
-          endpoint = `/api/tools/sharepoint/site?${sharepointParams.toString()}`
-        } else {
-          endpoint = `/api/auth/oauth/microsoft/file?${queryParams.toString()}`
+          if (!tokenRes.ok) {
+            const err = await tokenRes.text()
+            logger.error('Failed to get access token for Microsoft file fetch', { err })
+            return null
+          }
+          const { accessToken } = await tokenRes.json()
+          if (!accessToken) return null
+
+          const graphUrl =
+            `https://graph.microsoft.com/v1.0/me/drive/items/${encodeURIComponent(fileId)}?` +
+            new URLSearchParams({
+              $select:
+                'id,name,webUrl,thumbnails,createdDateTime,lastModifiedDateTime,size,createdBy,file,folder',
+            }).toString()
+          const resp = await fetch(graphUrl, {
+            headers: { Authorization: `Bearer ${accessToken}` },
+          })
+          if (!resp.ok) {
+            const t = await resp.text()
+            // For 404/403, keep current selection; this often means the item moved or is shared differently.
+            if (resp.status !== 404 && resp.status !== 403) {
+              logger.warn('Graph error fetching file by ID', { status: resp.status, t })
+            }
+            return null
+          }
+          const file = await resp.json()
+          const fileInfo: MicrosoftFileInfo = {
+            id: file.id,
+            name: file.name,
+            mimeType:
+              file?.file?.mimeType || (file.folder ? 'application/vnd.ms-onedrive.folder' : ''),
+            iconLink: file.thumbnails?.[0]?.small?.url,
+            webViewLink: file.webUrl,
+            thumbnailLink: file.thumbnails?.[0]?.medium?.url,
+            createdTime: file.createdDateTime,
+            modifiedTime: file.lastModifiedDateTime,
+            size: file.size?.toString(),
+            owners: file.createdBy
+              ? [
+                  {
+                    displayName: file.createdBy.user?.displayName || 'Unknown',
+                    emailAddress: file.createdBy.user?.email || '',
+                  },
+                ]
+              : [],
+          }
+          setSelectedFile(fileInfo)
+          onFileInfoChange?.(fileInfo)
+          return fileInfo
         }
 
-        const response = await fetch(endpoint)
-
-        if (response.ok) {
-          const data = await response.json()
-          if (data.file) {
-            setSelectedFile(data.file)
-            onFileInfoChange?.(data.file)
-            return data.file
-          }
-        } else {
-          const errorText = await response.text()
-          logger.error('Error fetching file by ID:', { error: errorText })
-
-          // If file not found or access denied, clear the selection
-          if (response.status === 404 || response.status === 403) {
-            logger.info('File not accessible, clearing selection')
-            setSelectedFileId('')
-            onChange('')
-            onFileInfoChange?.(null)
+        // SharePoint site: fetch via Graph sites endpoint for collaborator visibility
+        const tokenRes = await fetch('/api/auth/oauth/token', {
+          method: 'POST',
+          headers: { 'Content-Type': 'application/json' },
+          body: JSON.stringify({ credentialId: selectedCredentialId, workflowId }),
+        })
+        if (!tokenRes.ok) return null
+        const { accessToken: spToken } = await tokenRes.json()
+        if (!spToken) return null
+        const spResp = await fetch(
+          `https://graph.microsoft.com/v1.0/sites/${encodeURIComponent(fileId)}?$select=id,displayName,webUrl`,
+          {
+            headers: { Authorization: `Bearer ${spToken}` },
           }
+        )
+        if (!spResp.ok) return null
+        const site = await spResp.json()
+        const siteInfo: MicrosoftFileInfo = {
+          id: site.id,
+          name: site.displayName,
+          mimeType: 'sharepoint/site',
+          webViewLink: site.webUrl,
         }
-        return null
+        setSelectedFile(siteInfo)
+        onFileInfoChange?.(siteInfo)
+        return siteInfo
       } catch (error) {
         logger.error('Error fetching file by ID:', { error })
         return null
@@ -240,16 +288,22 @@ export function MicrosoftFileSelector({
         setIsLoadingSelectedFile(false)
       }
     },
-    [selectedCredentialId, onFileInfoChange, serviceId]
+    [selectedCredentialId, onFileInfoChange, serviceId, workflowId, onChange]
   )
 
   // Fetch Microsoft Planner tasks when planId and credentials are available
   const fetchPlannerTasks = useCallback(async () => {
-    if (!selectedCredentialId || !planId || serviceId !== 'microsoft-planner') {
+    if (
+      !selectedCredentialId ||
+      !planId ||
+      serviceId !== 'microsoft-planner' ||
+      isForeignCredential
+    ) {
       logger.info('Skipping task fetch - missing requirements:', {
         selectedCredentialId: !!selectedCredentialId,
         planId: !!planId,
         serviceId,
+        isForeignCredential,
       })
       return
     }
@@ -296,11 +350,17 @@ export function MicrosoftFileSelector({
         setPlannerTasks(transformedTasks)
       } else {
         const errorText = await response.text()
-        logger.error('API response not ok:', {
-          status: response.status,
-          statusText: response.statusText,
-          errorText,
-        })
+        if (response.status === 401 || response.status === 403) {
+          logger.info('Planner list fetch unauthorized (expected for collaborator)', {
+            status: response.status,
+          })
+        } else {
+          logger.warn('Planner tasks fetch non-OK', {
+            status: response.status,
+            statusText: response.statusText,
+            errorText,
+          })
+        }
         setPlannerTasks([])
       }
     } catch (error) {
@@ -309,7 +369,50 @@ export function MicrosoftFileSelector({
     } finally {
       setIsLoadingTasks(false)
     }
-  }, [selectedCredentialId, planId, serviceId])
+  }, [selectedCredentialId, planId, serviceId, isForeignCredential])
+
+  // Fetch a single planner task by ID for collaborator preview
+  const fetchPlannerTaskById = useCallback(
+    async (taskId: string) => {
+      if (!selectedCredentialId || !taskId || serviceId !== 'microsoft-planner') return null
+      setIsLoadingTasks(true)
+      try {
+        const tokenRes = await fetch('/api/auth/oauth/token', {
+          method: 'POST',
+          headers: { 'Content-Type': 'application/json' },
+          body: JSON.stringify({ credentialId: selectedCredentialId, workflowId }),
+        })
+        if (!tokenRes.ok) return null
+        const { accessToken } = await tokenRes.json()
+        if (!accessToken) return null
+        const resp = await fetch(
+          `https://graph.microsoft.com/v1.0/planner/tasks/${encodeURIComponent(taskId)}`,
+          {
+            headers: { Authorization: `Bearer ${accessToken}` },
+          }
+        )
+        if (!resp.ok) return null
+        const task = await resp.json()
+        const taskAsFileInfo: MicrosoftFileInfo = {
+          id: task.id,
+          name: task.title,
+          mimeType: 'planner/task',
+          webViewLink: `https://tasks.office.com/planner/task/${task.id}`,
+          createdTime: task.createdDateTime,
+          modifiedTime: task.createdDateTime,
+        }
+        setSelectedTask(task)
+        setSelectedFile(taskAsFileInfo)
+        onFileInfoChange?.(taskAsFileInfo)
+        return taskAsFileInfo
+      } catch {
+        return null
+      } finally {
+        setIsLoadingTasks(false)
+      }
+    },
+    [selectedCredentialId, workflowId, onFileInfoChange, serviceId]
+  )
 
   // Fetch credentials on initial mount
   useEffect(() => {
@@ -339,10 +442,15 @@ export function MicrosoftFileSelector({
 
   // Fetch planner tasks when credentials and planId change
   useEffect(() => {
-    if (serviceId === 'microsoft-planner' && selectedCredentialId && planId) {
+    if (
+      serviceId === 'microsoft-planner' &&
+      selectedCredentialId &&
+      planId &&
+      !isForeignCredential
+    ) {
       fetchPlannerTasks()
     }
-  }, [selectedCredentialId, planId, serviceId, fetchPlannerTasks])
+  }, [selectedCredentialId, planId, serviceId, isForeignCredential, fetchPlannerTasks])
 
   // Handle task selection for planner
   const handleTaskSelect = (task: PlannerTask) => {
@@ -357,26 +465,23 @@ export function MicrosoftFileSelector({
       modifiedTime: task.createdDateTime,
     }
 
+    // Update internal state first to avoid race with list refetch
     setSelectedFileId(taskId)
     setSelectedFile(taskAsFileInfo)
     setSelectedTask(task)
+    // Then propagate up
     onChange(taskId, taskAsFileInfo)
     onFileInfoChange?.(taskAsFileInfo)
     setOpen(false)
     setSearchQuery('')
   }
 
-  // Keep internal selectedFileId in sync with the value prop
+  // Keep internal selectedFileId in sync with the value prop (do not clear selectedFile; we'll resolve new metadata below)
   useEffect(() => {
     if (value !== selectedFileId) {
-      const previousFileId = selectedFileId
       setSelectedFileId(value)
-      // Only clear selected file info if we had a different file before (not initial load)
-      if (previousFileId && previousFileId !== value && selectedFile) {
-        setSelectedFile(null)
-      }
     }
-  }, [value, selectedFileId, selectedFile])
+  }, [value, selectedFileId])
 
   // Track previous credential ID to detect changes
   const prevCredentialIdRef = useRef<string>('')
@@ -393,28 +498,40 @@ export function MicrosoftFileSelector({
         setSelectedFileId('')
         onChange('')
       }
+      // Reset memo when credential is cleared
+      lastMetaAttemptRef.current = ''
     } else if (prevCredentialId && prevCredentialId !== selectedCredentialId) {
       // Credentials changed (not initial load) - clear file info to force refetch
       if (selectedFile) {
         setSelectedFile(null)
       }
+      // Reset memo when switching credentials
+      lastMetaAttemptRef.current = ''
     }
   }, [selectedCredentialId, selectedFile, onChange])
 
   // Fetch the selected file metadata once credentials are loaded or changed
   useEffect(() => {
-    // Only fetch if we have both a file ID and credentials, credentials are loaded, but no file info yet
+    // Fetch metadata when the external value doesn't match our current selectedFile
     if (
       value &&
       selectedCredentialId &&
       credentialsLoaded &&
-      !selectedFile &&
-      !isLoadingSelectedFile &&
-      serviceId !== 'microsoft-planner' &&
-      serviceId !== 'sharepoint' &&
-      serviceId !== 'onedrive'
+      (!selectedFile || selectedFile.id !== value) &&
+      !isLoadingSelectedFile
     ) {
-      fetchFileById(value)
+      // Avoid tight retry loops by memoizing the last attempt tuple
+      const attemptKey = `${selectedCredentialId}::${value}`
+      if (lastMetaAttemptRef.current === attemptKey) {
+        return
+      }
+      lastMetaAttemptRef.current = attemptKey
+
+      if (serviceId === 'microsoft-planner') {
+        void fetchPlannerTaskById(value)
+      } else {
+        void fetchFileById(value)
+      }
     }
   }, [
     value,
@@ -423,9 +540,30 @@ export function MicrosoftFileSelector({
     selectedFile,
     isLoadingSelectedFile,
     fetchFileById,
+    fetchPlannerTaskById,
     serviceId,
   ])
 
+  // Resolve planner task selection for collaborators
+  useEffect(() => {
+    if (
+      value &&
+      selectedCredentialId &&
+      credentialsLoaded &&
+      !selectedTask &&
+      serviceId === 'microsoft-planner'
+    ) {
+      void fetchPlannerTaskById(value)
+    }
+  }, [
+    value,
+    selectedCredentialId,
+    credentialsLoaded,
+    selectedTask,
+    serviceId,
+    fetchPlannerTaskById,
+  ])
+
   // Handle selecting a file from the available files
   const handleFileSelect = (file: MicrosoftFileInfo) => {
     setSelectedFileId(file.id)
@@ -602,6 +740,13 @@ export function MicrosoftFileSelector({
         })
       : availableFiles
 
+  const canShowPreview = !!(
+    showPreview &&
+    selectedFile &&
+    selectedFileId &&
+    selectedFile.id === selectedFileId
+  )
+
   return (
     <>
       <div className='space-y-2'>
@@ -620,10 +765,12 @@ export function MicrosoftFileSelector({
               role='combobox'
               aria-expanded={open}
               className='h-10 w-full min-w-0 justify-between'
-              disabled={disabled || (serviceId === 'microsoft-planner' && !planId)}
+              disabled={
+                disabled || isForeignCredential || (serviceId === 'microsoft-planner' && !planId)
+              }
             >
               <div className='flex min-w-0 items-center gap-2 overflow-hidden'>
-                {selectedFile ? (
+                {canShowPreview ? (
                   <>
                     {getFileIcon(selectedFile, 'sm')}
                     <span className='truncate font-normal'>{selectedFile.name}</span>
@@ -643,158 +790,162 @@ export function MicrosoftFileSelector({
               <ChevronDown className='ml-2 h-4 w-4 shrink-0 opacity-50' />
             </Button>
           </PopoverTrigger>
-          <PopoverContent className='w-[300px] p-0' align='start'>
-            {/* Current account indicator */}
-            {selectedCredentialId && credentials.length > 0 && (
-              <div className='flex items-center justify-between border-b px-3 py-2'>
-                <div className='flex items-center gap-2'>
-                  {getProviderIcon(provider)}
-                  <span className='text-muted-foreground text-xs'>
-                    {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
-                      'Unknown'}
-                  </span>
+          {!isForeignCredential && (
+            <PopoverContent className='w-[300px] p-0' align='start'>
+              {/* Current account indicator */}
+              {selectedCredentialId && credentials.length > 0 && (
+                <div className='flex items-center justify-between border-b px-3 py-2'>
+                  <div className='flex items-center gap-2'>
+                    {getProviderIcon(provider)}
+                    <span className='text-muted-foreground text-xs'>
+                      {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
+                        'Unknown'}
+                    </span>
+                  </div>
+                  {credentials.length > 1 && (
+                    <Button
+                      variant='ghost'
+                      size='sm'
+                      className='h-6 px-2 text-xs'
+                      onClick={() => setOpen(true)}
+                    >
+                      Switch
+                    </Button>
+                  )}
                 </div>
-                {credentials.length > 1 && (
-                  <Button
-                    variant='ghost'
-                    size='sm'
-                    className='h-6 px-2 text-xs'
-                    onClick={() => setOpen(true)}
-                  >
-                    Switch
-                  </Button>
-                )}
-              </div>
-            )}
+              )}
 
-            <Command>
-              <CommandInput placeholder={getSearchPlaceholder()} onValueChange={handleSearch} />
-              <CommandList>
-                <CommandEmpty>
-                  {isLoading || isLoadingFiles || isLoadingTasks ? (
-                    <div className='flex items-center justify-center p-4'>
-                      <RefreshCw className='h-4 w-4 animate-spin' />
-                      <span className='ml-2'>Loading...</span>
-                    </div>
-                  ) : credentials.length === 0 ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No accounts connected.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Connect a {getProviderName(provider)} account to continue.
-                      </p>
-                    </div>
-                  ) : serviceId === 'microsoft-planner' && !planId ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>Plan ID required.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Please enter a Plan ID first to see tasks.
-                      </p>
-                    </div>
-                  ) : filteredTasks.length === 0 ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>{getEmptyStateText().title}</p>
-                      <p className='text-muted-foreground text-xs'>
-                        {getEmptyStateText().description}
-                      </p>
-                    </div>
-                  ) : null}
-                </CommandEmpty>
-
-                {/* Account selection - only show if we have multiple accounts */}
-                {credentials.length > 1 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Switch Account
-                    </div>
-                    {credentials.map((cred) => (
-                      <CommandItem
-                        key={cred.id}
-                        value={`account-${cred.id}`}
-                        onSelect={() => setSelectedCredentialId(cred.id)}
-                      >
-                        <div className='flex items-center gap-2'>
-                          {getProviderIcon(cred.provider)}
-                          <span className='font-normal'>{cred.name}</span>
-                        </div>
-                        {cred.id === selectedCredentialId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Available files/tasks - only show if we have credentials and items */}
-                {credentials.length > 0 && selectedCredentialId && filteredTasks.length > 0 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      {getFileTypeTitleCase()}
-                    </div>
-                    {filteredTasks.map((item) => {
-                      const isPlanner = serviceId === 'microsoft-planner'
-                      const isPlannerTask = isPlanner && 'title' in item
-                      const plannerTask = item as PlannerTask
-                      const fileInfo = item as MicrosoftFileInfo
-
-                      const displayName = isPlannerTask ? plannerTask.title : fileInfo.name
-                      const dateField = isPlannerTask
-                        ? plannerTask.createdDateTime
-                        : fileInfo.createdTime
-
-                      return (
-                        <CommandItem
-                          key={item.id}
-                          value={`file-${item.id}-${displayName}`}
-                          onSelect={() =>
-                            isPlannerTask
-                              ? handleTaskSelect(plannerTask)
-                              : handleFileSelect(fileInfo)
-                          }
-                        >
-                          <div className='flex items-center gap-2 overflow-hidden'>
-                            {getFileIcon(
-                              isPlannerTask
-                                ? {
-                                    ...fileInfo,
-                                    id: plannerTask.id || '',
-                                    name: plannerTask.title,
-                                    mimeType: 'planner/task',
-                                  }
-                                : fileInfo,
-                              'sm'
-                            )}
-                            <div className='min-w-0 flex-1'>
-                              <span className='truncate font-normal'>{displayName}</span>
-                              {dateField && (
-                                <div className='text-muted-foreground text-xs'>
-                                  Modified {new Date(dateField).toLocaleDateString()}
-                                </div>
-                              )}
-                            </div>
-                          </div>
-                          {item.id === selectedFileId && <Check className='ml-auto h-4 w-4' />}
-                        </CommandItem>
-                      )
-                    })}
-                  </CommandGroup>
-                )}
-
-                {/* Connect account option - only show if no credentials */}
-                {credentials.length === 0 && (
-                  <CommandGroup>
-                    <CommandItem onSelect={handleAddCredential}>
-                      <div className='flex items-center gap-2 text-primary'>
-                        {getProviderIcon(provider)}
-                        <span>Connect {getProviderName(provider)} account</span>
+              <Command>
+                <CommandInput placeholder={getSearchPlaceholder()} onValueChange={handleSearch} />
+                <CommandList>
+                  <CommandEmpty>
+                    {isLoading || isLoadingFiles || isLoadingTasks ? (
+                      <div className='flex items-center justify-center p-4'>
+                        <RefreshCw className='h-4 w-4 animate-spin' />
+                        <span className='ml-2'>Loading...</span>
                       </div>
-                    </CommandItem>
-                  </CommandGroup>
-                )}
-              </CommandList>
-            </Command>
-          </PopoverContent>
+                    ) : credentials.length === 0 ? (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No accounts connected.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Connect a {getProviderName(provider)} account to continue.
+                        </p>
+                      </div>
+                    ) : serviceId === 'microsoft-planner' && !planId ? (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>Plan ID required.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Please enter a Plan ID first to see tasks.
+                        </p>
+                      </div>
+                    ) : filteredTasks.length === 0 ? (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>{getEmptyStateText().title}</p>
+                        <p className='text-muted-foreground text-xs'>
+                          {getEmptyStateText().description}
+                        </p>
+                      </div>
+                    ) : null}
+                  </CommandEmpty>
+
+                  {/* Account selection - only show if we have multiple accounts */}
+                  {credentials.length > 1 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Switch Account
+                      </div>
+                      {credentials.map((cred) => (
+                        <CommandItem
+                          key={cred.id}
+                          value={`account-${cred.id}`}
+                          onSelect={() => setSelectedCredentialId(cred.id)}
+                        >
+                          <div className='flex items-center gap-2'>
+                            {getProviderIcon(cred.provider)}
+                            <span className='font-normal'>{cred.name}</span>
+                          </div>
+                          {cred.id === selectedCredentialId && (
+                            <Check className='ml-auto h-4 w-4' />
+                          )}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Available files/tasks - only show if we have credentials and items */}
+                  {credentials.length > 0 && selectedCredentialId && filteredTasks.length > 0 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        {getFileTypeTitleCase()}
+                      </div>
+                      {filteredTasks.map((item) => {
+                        const isPlanner = serviceId === 'microsoft-planner'
+                        const isPlannerTask = isPlanner && 'title' in item
+                        const plannerTask = item as PlannerTask
+                        const fileInfo = item as MicrosoftFileInfo
+
+                        const displayName = isPlannerTask ? plannerTask.title : fileInfo.name
+                        const dateField = isPlannerTask
+                          ? plannerTask.createdDateTime
+                          : fileInfo.createdTime
+
+                        return (
+                          <CommandItem
+                            key={item.id}
+                            value={`file-${item.id}-${displayName}`}
+                            onSelect={() =>
+                              isPlannerTask
+                                ? handleTaskSelect(plannerTask)
+                                : handleFileSelect(fileInfo)
+                            }
+                          >
+                            <div className='flex items-center gap-2 overflow-hidden'>
+                              {getFileIcon(
+                                isPlannerTask
+                                  ? {
+                                      ...fileInfo,
+                                      id: plannerTask.id || '',
+                                      name: plannerTask.title,
+                                      mimeType: 'planner/task',
+                                    }
+                                  : fileInfo,
+                                'sm'
+                              )}
+                              <div className='min-w-0 flex-1'>
+                                <span className='truncate font-normal'>{displayName}</span>
+                                {dateField && (
+                                  <div className='text-muted-foreground text-xs'>
+                                    Modified {new Date(dateField).toLocaleDateString()}
+                                  </div>
+                                )}
+                              </div>
+                            </div>
+                            {item.id === selectedFileId && <Check className='ml-auto h-4 w-4' />}
+                          </CommandItem>
+                        )
+                      })}
+                    </CommandGroup>
+                  )}
+
+                  {/* Connect account option - only show if no credentials */}
+                  {credentials.length === 0 && (
+                    <CommandGroup>
+                      <CommandItem onSelect={handleAddCredential}>
+                        <div className='flex items-center gap-2 text-primary'>
+                          {getProviderIcon(provider)}
+                          <span>Connect {getProviderName(provider)} account</span>
+                        </div>
+                      </CommandItem>
+                    </CommandGroup>
+                  )}
+                </CommandList>
+              </Command>
+            </PopoverContent>
+          )}
         </Popover>
 
         {/* File preview */}
-        {showPreview && selectedFile && (
+        {canShowPreview && (
           <div className='relative mt-2 rounded-md border border-muted bg-muted/10 p-2'>
             <div className='absolute top-2 right-2'>
               <Button

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/file-selector/components/teams-message-selector.tsx

@@ -48,6 +48,7 @@ interface TeamsMessageSelectorProps {
   selectionType?: 'team' | 'channel' | 'chat'
   initialTeamId?: string
   workflowId: string
+  isForeignCredential?: boolean
 }
 
 export function TeamsMessageSelector({
@@ -64,6 +65,7 @@ export function TeamsMessageSelector({
   selectionType = 'team',
   initialTeamId,
   workflowId,
+  isForeignCredential = false,
 }: TeamsMessageSelectorProps) {
   const [open, setOpen] = useState(false)
   const [credentials, setCredentials] = useState<Credential[]>([])
@@ -324,6 +326,10 @@ export function TeamsMessageSelector({
 
   // Handle open change
   const handleOpenChange = (isOpen: boolean) => {
+    if (disabled || isForeignCredential) {
+      setOpen(false)
+      return
+    }
     setOpen(isOpen)
     // Only fetch data when opening the dropdown
     if (isOpen && selectedCredentialId) {
@@ -693,7 +699,7 @@ export function TeamsMessageSelector({
               role='combobox'
               aria-expanded={open}
               className='h-10 w-full min-w-0 justify-between'
-              disabled={disabled}
+              disabled={disabled || isForeignCredential}
             >
               <div className='flex min-w-0 items-center gap-2 overflow-hidden'>
                 {selectedMessage ? (
@@ -715,120 +721,124 @@ export function TeamsMessageSelector({
               <ChevronDown className='ml-2 h-4 w-4 shrink-0 opacity-50' />
             </Button>
           </PopoverTrigger>
-          <PopoverContent className='w-[300px] p-0' align='start'>
-            {/* Current account indicator */}
-            {selectedCredentialId && credentials.length > 0 && (
-              <div className='flex items-center justify-between border-b px-3 py-2'>
-                <div className='flex items-center gap-2'>
-                  <MicrosoftTeamsIcon className='h-4 w-4' />
-                  <span className='text-muted-foreground text-xs'>
-                    {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
-                      'Unknown'}
-                  </span>
-                </div>
-                {credentials.length > 1 && (
-                  <Button
-                    variant='ghost'
-                    size='sm'
-                    className='h-6 px-2 text-xs'
-                    onClick={() => setOpen(true)}
-                  >
-                    Switch
-                  </Button>
-                )}
-              </div>
-            )}
-
-            <Command>
-              <CommandInput placeholder={`Search ${selectionStage}s...`} />
-              <CommandList>
-                <CommandEmpty>
-                  {isLoading ? (
-                    <div className='flex items-center justify-center p-4'>
-                      <RefreshCw className='h-4 w-4 animate-spin' />
-                      <span className='ml-2'>Loading {selectionStage}s...</span>
-                    </div>
-                  ) : error ? (
-                    <div className='p-4 text-center'>
-                      <p className='text-destructive text-sm'>{error}</p>
-                      {selectionStage === 'chat' && error.includes('teams') && (
-                        <p className='mt-1 text-muted-foreground text-xs'>
-                          There was an issue fetching chats. Please try again or connect a different
-                          account.
-                        </p>
-                      )}
-                    </div>
-                  ) : credentials.length === 0 ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No accounts connected.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Connect a Microsoft Teams account to{' '}
-                        {selectionStage === 'chat'
-                          ? 'access your chats'
-                          : selectionStage === 'channel'
-                            ? 'see your channels'
-                            : 'continue'}
-                        .
-                      </p>
-                    </div>
-                  ) : (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No {selectionStage}s found.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        {selectionStage === 'team'
-                          ? 'Try a different account.'
-                          : selectionStage === 'channel'
-                            ? selectedTeamId
-                              ? 'This team has no channels or you may not have access.'
-                              : 'Please select a team first to see its channels.'
-                            : 'Try a different account or check if you have any active chats.'}
-                      </p>
-                    </div>
+          {!isForeignCredential && (
+            <PopoverContent className='w-[300px] p-0' align='start'>
+              {/* Current account indicator */}
+              {selectedCredentialId && credentials.length > 0 && (
+                <div className='flex items-center justify-between border-b px-3 py-2'>
+                  <div className='flex items-center gap-2'>
+                    <MicrosoftTeamsIcon className='h-4 w-4' />
+                    <span className='text-muted-foreground text-xs'>
+                      {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
+                        'Unknown'}
+                    </span>
+                  </div>
+                  {credentials.length > 1 && (
+                    <Button
+                      variant='ghost'
+                      size='sm'
+                      className='h-6 px-2 text-xs'
+                      onClick={() => setOpen(true)}
+                    >
+                      Switch
+                    </Button>
                   )}
-                </CommandEmpty>
+                </div>
+              )}
 
-                {/* Account selection - only show if we have multiple accounts */}
-                {credentials.length > 1 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Switch Account
-                    </div>
-                    {credentials.map((cred) => (
-                      <CommandItem
-                        key={cred.id}
-                        value={`account-${cred.id}`}
-                        onSelect={() => {
-                          setSelectedCredentialId(cred.id)
-                          setOpen(false)
-                        }}
-                      >
-                        <div className='flex items-center gap-2'>
-                          <MicrosoftTeamsIcon className='h-4 w-4' />
-                          <span className='font-normal'>{cred.name}</span>
-                        </div>
-                        {cred.id === selectedCredentialId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Display appropriate options based on selection stage */}
-                {renderSelectionOptions()}
-
-                {/* Connect account option - only show if no credentials */}
-                {credentials.length === 0 && (
-                  <CommandGroup>
-                    <CommandItem onSelect={handleAddCredential}>
-                      <div className='flex items-center gap-2 text-primary'>
-                        <MicrosoftTeamsIcon className='h-4 w-4' />
-                        <span>Connect Microsoft Teams account</span>
+              <Command>
+                <CommandInput placeholder={`Search ${selectionStage}s...`} />
+                <CommandList>
+                  <CommandEmpty>
+                    {isLoading ? (
+                      <div className='flex items-center justify-center p-4'>
+                        <RefreshCw className='h-4 w-4 animate-spin' />
+                        <span className='ml-2'>Loading {selectionStage}s...</span>
                       </div>
-                    </CommandItem>
-                  </CommandGroup>
-                )}
-              </CommandList>
-            </Command>
-          </PopoverContent>
+                    ) : error ? (
+                      <div className='p-4 text-center'>
+                        <p className='text-destructive text-sm'>{error}</p>
+                        {selectionStage === 'chat' && error.includes('teams') && (
+                          <p className='mt-1 text-muted-foreground text-xs'>
+                            There was an issue fetching chats. Please try again or connect a
+                            different account.
+                          </p>
+                        )}
+                      </div>
+                    ) : credentials.length === 0 ? (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No accounts connected.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Connect a Microsoft Teams account to{' '}
+                          {selectionStage === 'chat'
+                            ? 'access your chats'
+                            : selectionStage === 'channel'
+                              ? 'see your channels'
+                              : 'continue'}
+                          .
+                        </p>
+                      </div>
+                    ) : (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No {selectionStage}s found.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          {selectionStage === 'team'
+                            ? 'Try a different account.'
+                            : selectionStage === 'channel'
+                              ? selectedTeamId
+                                ? 'This team has no channels or you may not have access.'
+                                : 'Please select a team first to see its channels.'
+                              : 'Try a different account or check if you have any active chats.'}
+                        </p>
+                      </div>
+                    )}
+                  </CommandEmpty>
+
+                  {/* Account selection - only show if we have multiple accounts */}
+                  {credentials.length > 1 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Switch Account
+                      </div>
+                      {credentials.map((cred) => (
+                        <CommandItem
+                          key={cred.id}
+                          value={`account-${cred.id}`}
+                          onSelect={() => {
+                            setSelectedCredentialId(cred.id)
+                            setOpen(false)
+                          }}
+                        >
+                          <div className='flex items-center gap-2'>
+                            <MicrosoftTeamsIcon className='h-4 w-4' />
+                            <span className='font-normal'>{cred.name}</span>
+                          </div>
+                          {cred.id === selectedCredentialId && (
+                            <Check className='ml-auto h-4 w-4' />
+                          )}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Display appropriate options based on selection stage */}
+                  {renderSelectionOptions()}
+
+                  {/* Connect account option - only show if no credentials */}
+                  {credentials.length === 0 && (
+                    <CommandGroup>
+                      <CommandItem onSelect={handleAddCredential}>
+                        <div className='flex items-center gap-2 text-primary'>
+                          <MicrosoftTeamsIcon className='h-4 w-4' />
+                          <span>Connect Microsoft Teams account</span>
+                        </div>
+                      </CommandItem>
+                    </CommandGroup>
+                  )}
+                </CommandList>
+              </Command>
+            </PopoverContent>
+          )}
         </Popover>
 
         {/* Selection preview */}

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

@@ -1,32 +1,25 @@
 'use client'
 
-import { useEffect, useState } from 'react'
 import { useParams } from 'next/navigation'
 import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip'
 import { getEnv } from '@/lib/env'
+import { getProviderIdFromServiceId } from '@/lib/oauth'
 import {
-  type ConfluenceFileInfo,
   ConfluenceFileSelector,
-  type DiscordChannelInfo,
   DiscordChannelSelector,
-  type FileInfo,
-  type GoogleCalendarInfo,
   GoogleCalendarSelector,
   GoogleDrivePicker,
-  type JiraIssueInfo,
   JiraIssueSelector,
-  type MicrosoftFileInfo,
   MicrosoftFileSelector,
-  type TeamsMessageInfo,
   TeamsMessageSelector,
   WealthboxFileSelector,
-  type WealthboxItemInfo,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/file-selector/components'
+import { useDependsOnGate } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-depends-on-gate'
+import { useForeignCredential } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-foreign-credential'
 import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-sub-block-value'
 import type { SubBlockConfig } from '@/blocks/types'
 import { useCollaborativeWorkflow } from '@/hooks/use-collaborative-workflow'
 import { useWorkflowRegistry } from '@/stores/workflows/registry/store'
-import { useSubBlockStore } from '@/stores/workflows/subblock/store'
 
 interface FileSelectorInputProps {
   blockId: string
@@ -45,11 +38,12 @@ export function FileSelectorInput({
   previewValue,
   previewContextValues,
 }: FileSelectorInputProps) {
-  const { getValue } = useSubBlockStore()
   const { collaborativeSetSubblockValue } = useCollaborativeWorkflow()
   const { activeWorkflowId } = useWorkflowRegistry()
   const params = useParams()
   const workflowIdFromUrl = (params?.workflowId as string) || activeWorkflowId || ''
+  // Central dependsOn gating for this selector instance
+  const { finalDisabled } = useDependsOnGate(blockId, subBlock, { disabled, isPreview })
 
   // Helper to coerce various preview value shapes into a string ID
   const coerceToIdString = (val: unknown): string => {
@@ -70,48 +64,24 @@ export function FileSelectorInput({
 
   // Use the proper hook to get the current value and setter
   const [storeValue, setStoreValue] = useSubBlockValue(blockId, subBlock.id)
-  const [selectedFileId, setSelectedFileId] = useState<string>('')
-  const [_fileInfo, setFileInfo] = useState<FileInfo | ConfluenceFileInfo | null>(null)
-  const [selectedIssueId, setSelectedIssueId] = useState<string>('')
-  const [_issueInfo, setIssueInfo] = useState<JiraIssueInfo | null>(null)
-  const [selectedChannelId, setSelectedChannelId] = useState<string>('')
-  const [channelInfo, setChannelInfo] = useState<DiscordChannelInfo | null>(null)
-  const [selectedMessageId, setSelectedMessageId] = useState<string>('')
-  const [messageInfo, setMessageInfo] = useState<TeamsMessageInfo | null>(null)
-  const [selectedCalendarId, setSelectedCalendarId] = useState<string>('')
-  const [calendarInfo, setCalendarInfo] = useState<GoogleCalendarInfo | null>(null)
-  const [selectedWealthboxItemId, setSelectedWealthboxItemId] = useState<string>('')
-  const [wealthboxItemInfo, setWealthboxItemInfo] = useState<WealthboxItemInfo | null>(null)
+  const [connectedCredential] = useSubBlockValue(blockId, 'credential')
+  const [domainValue] = useSubBlockValue(blockId, 'domain')
+  const [projectIdValue] = useSubBlockValue(blockId, 'projectId')
+  const [planIdValue] = useSubBlockValue(blockId, 'planId')
+  const [teamIdValue] = useSubBlockValue(blockId, 'teamId')
+  const [operationValue] = useSubBlockValue(blockId, 'operation')
+  const [serverIdValue] = useSubBlockValue(blockId, 'serverId')
+  const [botTokenValue] = useSubBlockValue(blockId, 'botToken')
 
   // Determine if the persisted credential belongs to the current viewer
-  const [isForeignCredential, setIsForeignCredential] = useState<boolean>(false)
-  useEffect(() => {
-    const cred = (getValue(blockId, 'credential') as string) || ''
-    if (!cred) {
-      setIsForeignCredential(false)
-      return
-    }
-    let aborted = false
-    ;(async () => {
-      try {
-        const resp = await fetch(`/api/auth/oauth/credentials?credentialId=${cred}`)
-        if (aborted) return
-        if (!resp.ok) {
-          setIsForeignCredential(true)
-          return
-        }
-        const data = await resp.json()
-        // If credential not returned for this session user, it's foreign
-        setIsForeignCredential(!(data.credentials && data.credentials.length === 1))
-      } catch {
-        setIsForeignCredential(true)
-      }
-    })()
-    return () => {
-      aborted = true
-    }
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [blockId, getValue(blockId, 'credential')])
+  // Use service providerId where available (e.g., onedrive/sharepoint) instead of base provider ("microsoft")
+  const foreignCheckProvider = subBlock.serviceId
+    ? getProviderIdFromServiceId(subBlock.serviceId)
+    : (subBlock.provider as string) || ''
+  const { isForeignCredential } = useForeignCredential(
+    foreignCheckProvider,
+    (connectedCredential as string) || ''
+  )
 
   // Get provider-specific values
   const provider = subBlock.provider || 'google-drive'
@@ -126,135 +96,36 @@ export function FileSelectorInput({
   const isWealthbox = provider === 'wealthbox'
   const isMicrosoftSharePoint = provider === 'microsoft' && subBlock.serviceId === 'sharepoint'
   const isMicrosoftPlanner = provider === 'microsoft-planner'
+
   // For Confluence and Jira, we need the domain and credentials
   const domain =
     isConfluence || isJira
-      ? (isPreview && previewContextValues?.domain?.value) ||
-        (getValue(blockId, 'domain') as string) ||
-        ''
+      ? (isPreview && previewContextValues?.domain?.value) || (domainValue as string) || ''
       : ''
   const jiraCredential = isJira
     ? (isPreview && previewContextValues?.credential?.value) ||
-      (getValue(blockId, 'credential') as string) ||
+      (connectedCredential as string) ||
       ''
     : ''
+
   // For Discord, we need the bot token and server ID
   const botToken = isDiscord
-    ? (isPreview && previewContextValues?.botToken?.value) ||
-      (getValue(blockId, 'botToken') as string) ||
-      ''
+    ? (isPreview && previewContextValues?.botToken?.value) || (botTokenValue as string) || ''
     : ''
   const serverId = isDiscord
-    ? (isPreview && previewContextValues?.serverId?.value) ||
-      (getValue(blockId, 'serverId') as string) ||
-      ''
+    ? (isPreview && previewContextValues?.serverId?.value) || (serverIdValue as string) || ''
     : ''
 
   // Use preview value when in preview mode, otherwise use store value
   const value = isPreview ? previewValue : storeValue
 
-  // Keep local selection in sync with store value (and preview)
-  useEffect(() => {
-    const raw = isPreview && previewValue !== undefined ? previewValue : storeValue
-    const effective = coerceToIdString(raw)
-    if (effective) {
-      if (isJira) {
-        setSelectedIssueId(effective)
-      } else if (isDiscord) {
-        setSelectedChannelId(effective)
-      } else if (isMicrosoftTeams) {
-        setSelectedMessageId(effective)
-      } else if (isGoogleCalendar) {
-        setSelectedCalendarId(effective)
-      } else if (isWealthbox) {
-        setSelectedWealthboxItemId(effective)
-      } else if (isMicrosoftSharePoint) {
-        setSelectedFileId(effective)
-      } else {
-        setSelectedFileId(effective)
-      }
-    } else {
-      // Clear when value becomes empty
-      if (isJira) {
-        setSelectedIssueId('')
-      } else if (isDiscord) {
-        setSelectedChannelId('')
-      } else if (isMicrosoftTeams) {
-        setSelectedMessageId('')
-      } else if (isGoogleCalendar) {
-        setSelectedCalendarId('')
-      } else if (isWealthbox) {
-        setSelectedWealthboxItemId('')
-      } else if (isMicrosoftSharePoint) {
-        setSelectedFileId('')
-      } else {
-        setSelectedFileId('')
-      }
-    }
-  }, [
-    isPreview,
-    previewValue,
-    storeValue,
-    isJira,
-    isDiscord,
-    isMicrosoftTeams,
-    isGoogleCalendar,
-    isWealthbox,
-    isMicrosoftSharePoint,
-  ])
-
-  // Handle file selection
-  const handleFileChange = (fileId: string, info?: any) => {
-    setSelectedFileId(fileId)
-    setFileInfo(info || null)
-    setStoreValue(fileId)
-  }
-
-  // Handle issue selection
-  const handleIssueChange = (issueKey: string, info?: JiraIssueInfo) => {
-    setSelectedIssueId(issueKey)
-    setIssueInfo(info || null)
-    setStoreValue(issueKey)
-
-    // Clear the fields when a new issue is selected
-    if (isJira) {
-      collaborativeSetSubblockValue(blockId, 'summary', '')
-      collaborativeSetSubblockValue(blockId, 'description', '')
-      if (!issueKey) {
-        // Also clear the manual issue key when cleared
-        collaborativeSetSubblockValue(blockId, 'manualIssueKey', '')
-      }
-    }
-  }
-
-  // Handle channel selection
-  const handleChannelChange = (channelId: string, info?: DiscordChannelInfo) => {
-    setSelectedChannelId(channelId)
-    setChannelInfo(info || null)
-    setStoreValue(channelId)
-  }
-
-  // Handle calendar selection
-  const handleCalendarChange = (calendarId: string, info?: GoogleCalendarInfo) => {
-    setSelectedCalendarId(calendarId)
-    setCalendarInfo(info || null)
-    setStoreValue(calendarId)
-  }
-
-  // Handle Wealthbox item selection
-  const handleWealthboxItemChange = (itemId: string, info?: WealthboxItemInfo) => {
-    setSelectedWealthboxItemId(itemId)
-    setWealthboxItemInfo(info || null)
-    setStoreValue(itemId)
-  }
-
   // For Google Drive
   const clientId = getEnv('NEXT_PUBLIC_GOOGLE_CLIENT_ID') || ''
   const apiKey = getEnv('NEXT_PUBLIC_GOOGLE_API_KEY') || ''
 
   // Render Google Calendar selector
   if (isGoogleCalendar) {
-    const credential = (getValue(blockId, 'credential') as string) || ''
+    const credential = (connectedCredential as string) || ''
 
     return (
       <TooltipProvider>
@@ -267,25 +138,17 @@ export function FileSelectorInput({
                     ? (previewValue as string)
                     : (storeValue as string)) || ''
                 }
-                onChange={(val, info) => {
-                  setSelectedCalendarId(val)
-                  setCalendarInfo(info || null)
+                onChange={(val) => {
                   collaborativeSetSubblockValue(blockId, subBlock.id, val)
                 }}
                 label={subBlock.placeholder || 'Select Google Calendar'}
-                disabled={disabled || !credential}
+                disabled={finalDisabled}
                 showPreview={true}
-                onCalendarInfoChange={setCalendarInfo}
                 credentialId={credential}
                 workflowId={workflowIdFromUrl}
               />
             </div>
           </TooltipTrigger>
-          {!credential && (
-            <TooltipContent side='top'>
-              <p>Please select Google Calendar credentials first</p>
-            </TooltipContent>
-          )}
         </Tooltip>
       </TooltipProvider>
     )
@@ -299,21 +162,18 @@ export function FileSelectorInput({
           <TooltipTrigger asChild>
             <div className='w-full'>
               <DiscordChannelSelector
-                value={selectedChannelId}
-                onChange={handleChannelChange}
+                value={coerceToIdString(
+                  (isPreview && previewValue !== undefined ? previewValue : storeValue) as any
+                )}
+                onChange={(channelId) => setStoreValue(channelId)}
                 botToken={botToken}
                 serverId={serverId}
                 label={subBlock.placeholder || 'Select Discord channel'}
-                disabled={disabled || !botToken || !serverId}
+                disabled={finalDisabled}
                 showPreview={true}
               />
             </div>
           </TooltipTrigger>
-          {(!botToken || !serverId) && (
-            <TooltipContent side='top'>
-              <p>{!botToken ? 'Please enter a Bot Token first' : 'Please select a Server first'}</p>
-            </TooltipContent>
-          )}
         </Tooltip>
       </TooltipProvider>
     )
@@ -321,7 +181,7 @@ export function FileSelectorInput({
 
   // Render the appropriate picker based on provider
   if (isConfluence) {
-    const credential = (getValue(blockId, 'credential') as string) || ''
+    const credential = (connectedCredential as string) || ''
     return (
       <TooltipProvider>
         <Tooltip>
@@ -333,9 +193,7 @@ export function FileSelectorInput({
                     ? (previewValue as string)
                     : (storeValue as string)) || ''
                 }
-                onChange={(val, info) => {
-                  setSelectedFileId(val)
-                  setFileInfo(info || null)
+                onChange={(val) => {
                   collaborativeSetSubblockValue(blockId, subBlock.id, val)
                 }}
                 domain={domain}
@@ -343,25 +201,21 @@ export function FileSelectorInput({
                 requiredScopes={subBlock.requiredScopes || []}
                 serviceId={subBlock.serviceId}
                 label={subBlock.placeholder || 'Select Confluence page'}
-                disabled={disabled || !domain}
+                disabled={finalDisabled}
                 showPreview={true}
-                onFileInfoChange={setFileInfo as (info: ConfluenceFileInfo | null) => void}
                 credentialId={credential}
+                workflowId={workflowIdFromUrl}
+                isForeignCredential={isForeignCredential}
               />
             </div>
           </TooltipTrigger>
-          {!domain && (
-            <TooltipContent side='top'>
-              <p>Please enter a Confluence domain first</p>
-            </TooltipContent>
-          )}
         </Tooltip>
       </TooltipProvider>
     )
   }
 
   if (isJira) {
-    const credential = jiraCredential
+    const credential = (connectedCredential as string) || ''
     return (
       <TooltipProvider>
         <Tooltip>
@@ -373,161 +227,136 @@ export function FileSelectorInput({
                     ? (previewValue as string)
                     : (storeValue as string)) || ''
                 }
-                onChange={(val, info) => {
-                  setSelectedIssueId(val)
-                  setIssueInfo(info || null)
-                  collaborativeSetSubblockValue(blockId, subBlock.id, val)
+                onChange={(issueKey) => {
+                  collaborativeSetSubblockValue(blockId, subBlock.id, issueKey)
                 }}
                 domain={domain}
                 provider='jira'
                 requiredScopes={subBlock.requiredScopes || []}
                 serviceId={subBlock.serviceId}
                 label={subBlock.placeholder || 'Select Jira issue'}
-                disabled={
-                  disabled || !domain || !credential || !(getValue(blockId, 'projectId') as string)
-                }
+                disabled={finalDisabled}
                 showPreview={true}
-                onIssueInfoChange={setIssueInfo as (info: JiraIssueInfo | null) => void}
                 credentialId={credential}
-                projectId={(getValue(blockId, 'projectId') as string) || ''}
+                projectId={(projectIdValue as string) || ''}
                 isForeignCredential={isForeignCredential}
+                workflowId={activeWorkflowId || ''}
               />
             </div>
           </TooltipTrigger>
-          {!domain ? (
-            <TooltipContent side='top'>
-              <p>Please enter a Jira domain first</p>
-            </TooltipContent>
-          ) : !credential ? (
-            <TooltipContent side='top'>
-              <p>Please select Jira credentials first</p>
-            </TooltipContent>
-          ) : !(getValue(blockId, 'projectId') as string) ? (
-            <TooltipContent side='top'>
-              <p>Please select a Jira project first</p>
-            </TooltipContent>
-          ) : null}
         </Tooltip>
       </TooltipProvider>
     )
   }
 
   if (isMicrosoftExcel) {
-    // Get credential using the same pattern as other tools
-    const credential = (getValue(blockId, 'credential') as string) || ''
-
+    const credential = (connectedCredential as string) || ''
     return (
       <TooltipProvider>
         <Tooltip>
           <TooltipTrigger asChild>
             <div className='w-full'>
               <MicrosoftFileSelector
-                value={coerceToIdString(selectedFileId)}
-                onChange={handleFileChange}
+                value={coerceToIdString(
+                  (isPreview && previewValue !== undefined ? previewValue : storeValue) as any
+                )}
+                onChange={(fileId) => setStoreValue(fileId)}
                 provider='microsoft-excel'
                 requiredScopes={subBlock.requiredScopes || []}
                 serviceId={subBlock.serviceId}
                 label={subBlock.placeholder || 'Select Microsoft Excel file'}
-                disabled={disabled || !credential}
+                disabled={finalDisabled}
                 showPreview={true}
-                onFileInfoChange={setFileInfo as (info: MicrosoftFileInfo | null) => void}
+                workflowId={activeWorkflowId || ''}
+                credentialId={credential}
+                isForeignCredential={isForeignCredential}
               />
             </div>
           </TooltipTrigger>
-          {!credential && (
-            <TooltipContent side='top'>
-              <p>Please select Microsoft Excel credentials first</p>
-            </TooltipContent>
-          )}
         </Tooltip>
       </TooltipProvider>
     )
   }
 
-  // Handle Microsoft Word selector
+  // Microsoft Word selector
   if (isMicrosoftWord) {
-    // Get credential using the same pattern as other tools
-    const credential = (getValue(blockId, 'credential') as string) || ''
-
+    const credential = (connectedCredential as string) || ''
     return (
       <TooltipProvider>
         <Tooltip>
           <TooltipTrigger asChild>
             <div className='w-full'>
               <MicrosoftFileSelector
-                value={coerceToIdString(selectedFileId)}
-                onChange={handleFileChange}
+                value={coerceToIdString(
+                  (isPreview && previewValue !== undefined ? previewValue : storeValue) as any
+                )}
+                onChange={(fileId) => setStoreValue(fileId)}
                 provider='microsoft-word'
                 requiredScopes={subBlock.requiredScopes || []}
                 serviceId={subBlock.serviceId}
                 label={subBlock.placeholder || 'Select Microsoft Word document'}
-                disabled={disabled || !credential}
+                disabled={finalDisabled}
                 showPreview={true}
-                onFileInfoChange={setFileInfo as (info: MicrosoftFileInfo | null) => void}
               />
             </div>
           </TooltipTrigger>
-          {!credential && (
-            <TooltipContent side='top'>
-              <p>Please select Microsoft Word credentials first</p>
-            </TooltipContent>
-          )}
         </Tooltip>
       </TooltipProvider>
     )
   }
 
-  // Handle Microsoft OneDrive selector
+  // Microsoft OneDrive selector
   if (isMicrosoftOneDrive) {
-    const credential = (getValue(blockId, 'credential') as string) || ''
-
+    const credential = (connectedCredential as string) || ''
     return (
       <TooltipProvider>
         <Tooltip>
           <TooltipTrigger asChild>
             <div className='w-full'>
               <MicrosoftFileSelector
-                value={coerceToIdString(selectedFileId)}
-                onChange={handleFileChange}
+                value={coerceToIdString(
+                  (isPreview && previewValue !== undefined ? previewValue : storeValue) as any
+                )}
+                onChange={(fileId) => setStoreValue(fileId)}
                 provider='microsoft'
                 requiredScopes={subBlock.requiredScopes || []}
                 serviceId={subBlock.serviceId}
                 label={subBlock.placeholder || 'Select OneDrive folder'}
-                disabled={disabled || !credential}
+                disabled={finalDisabled}
                 showPreview={true}
-                onFileInfoChange={setFileInfo as (info: MicrosoftFileInfo | null) => void}
+                workflowId={activeWorkflowId || ''}
+                credentialId={credential}
+                isForeignCredential={isForeignCredential}
               />
             </div>
           </TooltipTrigger>
-          {!credential && (
-            <TooltipContent side='top'>
-              <p>Please select Microsoft credentials first</p>
-            </TooltipContent>
-          )}
         </Tooltip>
       </TooltipProvider>
     )
   }
 
-  // Handle Microsoft SharePoint selector
+  // Microsoft SharePoint selector
   if (isMicrosoftSharePoint) {
-    const credential = (getValue(blockId, 'credential') as string) || ''
-
+    const credential = (connectedCredential as string) || ''
     return (
       <TooltipProvider>
         <Tooltip>
           <TooltipTrigger asChild>
             <div className='w-full'>
               <MicrosoftFileSelector
-                value={coerceToIdString(selectedFileId)}
-                onChange={handleFileChange}
+                value={coerceToIdString(
+                  (isPreview && previewValue !== undefined ? previewValue : storeValue) as any
+                )}
+                onChange={(fileId) => setStoreValue(fileId)}
                 provider='microsoft'
                 requiredScopes={subBlock.requiredScopes || []}
                 serviceId={subBlock.serviceId}
                 label={subBlock.placeholder || 'Select SharePoint site'}
-                disabled={disabled || !credential}
+                disabled={finalDisabled}
                 showPreview={true}
-                onFileInfoChange={setFileInfo as (info: MicrosoftFileInfo | null) => void}
+                workflowId={activeWorkflowId || ''}
+                credentialId={credential}
+                isForeignCredential={isForeignCredential}
               />
             </div>
           </TooltipTrigger>
@@ -541,27 +370,30 @@ export function FileSelectorInput({
     )
   }
 
-  // Handle Microsoft Planner task selector
+  // Microsoft Planner task selector
   if (isMicrosoftPlanner) {
-    const credential = (getValue(blockId, 'credential') as string) || ''
-    const planId = (getValue(blockId, 'planId') as string) || ''
-
+    const credential = (connectedCredential as string) || ''
+    const planId = (planIdValue as string) || ''
     return (
       <TooltipProvider>
         <Tooltip>
           <TooltipTrigger asChild>
             <div className='w-full'>
               <MicrosoftFileSelector
-                value={selectedFileId}
-                onChange={handleFileChange}
+                value={coerceToIdString(
+                  (isPreview && previewValue !== undefined ? previewValue : storeValue) as any
+                )}
+                onChange={(fileId) => setStoreValue(fileId)}
                 provider='microsoft-planner'
                 requiredScopes={subBlock.requiredScopes || []}
                 serviceId='microsoft-planner'
                 label={subBlock.placeholder || 'Select task'}
-                disabled={disabled || !credential || !planId}
+                disabled={finalDisabled}
                 showPreview={true}
-                onFileInfoChange={setFileInfo as (info: MicrosoftFileInfo | null) => void}
                 planId={planId}
+                workflowId={activeWorkflowId || ''}
+                credentialId={credential}
+                isForeignCredential={isForeignCredential}
               />
             </div>
           </TooltipTrigger>
@@ -579,32 +411,22 @@ export function FileSelectorInput({
     )
   }
 
-  // Handle Microsoft Teams selector
+  // Microsoft Teams selector
   if (isMicrosoftTeams) {
-    // Get credential using the same pattern as other tools
-    const credential = (getValue(blockId, 'credential') as string) || ''
+    const credential = (connectedCredential as string) || ''
 
-    // Determine the selector type based on the subBlock ID
+    // Determine the selector type based on the subBlock ID / operation
     let selectionType: 'team' | 'channel' | 'chat' = 'team'
-
-    if (subBlock.id === 'teamId') {
-      selectionType = 'team'
-    } else if (subBlock.id === 'channelId') {
-      selectionType = 'channel'
-    } else if (subBlock.id === 'chatId') {
-      selectionType = 'chat'
-    } else {
-      // Fallback: look at the operation to determine the selection type
-      const operation = (getValue(blockId, 'operation') as string) || ''
-      if (operation.includes('chat')) {
-        selectionType = 'chat'
-      } else if (operation.includes('channel')) {
-        selectionType = 'channel'
-      }
+    if (subBlock.id === 'teamId') selectionType = 'team'
+    else if (subBlock.id === 'channelId') selectionType = 'channel'
+    else if (subBlock.id === 'chatId') selectionType = 'chat'
+    else {
+      const operation = (operationValue as string) || ''
+      if (operation.includes('chat')) selectionType = 'chat'
+      else if (operation.includes('channel')) selectionType = 'channel'
     }
 
-    // Get the teamId from workflow parameters for channel selector
-    const selectedTeamId = (getValue(blockId, 'teamId') as string) || ''
+    const selectedTeamId = (teamIdValue as string) || ''
 
     return (
       <TooltipProvider>
@@ -617,22 +439,20 @@ export function FileSelectorInput({
                     ? (previewValue as string)
                     : (storeValue as string)) || ''
                 }
-                onChange={(value, info) => {
-                  setSelectedMessageId(value)
-                  setMessageInfo(info || null)
-                  collaborativeSetSubblockValue(blockId, subBlock.id, value)
+                onChange={(val) => {
+                  collaborativeSetSubblockValue(blockId, subBlock.id, val)
                 }}
                 provider='microsoft-teams'
                 requiredScopes={subBlock.requiredScopes || []}
                 serviceId={subBlock.serviceId}
                 label={subBlock.placeholder || 'Select Teams message location'}
-                disabled={disabled || !credential}
+                disabled={finalDisabled}
                 showPreview={true}
-                onMessageInfoChange={setMessageInfo}
                 credential={credential}
                 selectionType={selectionType}
                 initialTeamId={selectedTeamId}
                 workflowId={activeWorkflowId || ''}
+                isForeignCredential={isForeignCredential}
               />
             </div>
           </TooltipTrigger>
@@ -646,15 +466,11 @@ export function FileSelectorInput({
     )
   }
 
-  // Render Wealthbox selector
+  // Wealthbox selector
   if (isWealthbox) {
-    // Get credential using the same pattern as other tools
-    const credential = (getValue(blockId, 'credential') as string) || ''
-
-    // Only handle contacts now - both notes and tasks use short-input
+    const credential = (connectedCredential as string) || ''
     if (subBlock.id === 'contactId') {
       const itemType = 'contact'
-
       return (
         <TooltipProvider>
           <Tooltip>
@@ -666,18 +482,15 @@ export function FileSelectorInput({
                       ? (previewValue as string)
                       : (storeValue as string)) || ''
                   }
-                  onChange={(val, info) => {
-                    setSelectedWealthboxItemId(val)
-                    setWealthboxItemInfo(info || null)
+                  onChange={(val) => {
                     collaborativeSetSubblockValue(blockId, subBlock.id, val)
                   }}
                   provider='wealthbox'
                   requiredScopes={subBlock.requiredScopes || []}
                   serviceId={subBlock.serviceId}
                   label={subBlock.placeholder || `Select ${itemType}`}
-                  disabled={disabled || !credential}
+                  disabled={finalDisabled}
                   showPreview={true}
-                  onFileInfoChange={setWealthboxItemInfo}
                   credentialId={credential}
                   itemType={itemType}
                 />
@@ -692,37 +505,49 @@ export function FileSelectorInput({
         </TooltipProvider>
       )
     }
-    // If it's noteId or taskId, we should not render the file selector since they now use short-input
+    // noteId or taskId now use short-input
     return null
   }
 
   // Default to Google Drive picker
-  return (
-    <GoogleDrivePicker
-      value={coerceToIdString(
-        (isPreview && previewValue !== undefined ? previewValue : storeValue) as any
-      )}
-      onChange={(val, info) => {
-        setSelectedFileId(val)
-        setFileInfo(info || null)
-        collaborativeSetSubblockValue(blockId, subBlock.id, val)
-      }}
-      provider={provider}
-      requiredScopes={subBlock.requiredScopes || []}
-      label={subBlock.placeholder || 'Select file'}
-      disabled={disabled}
-      serviceId={subBlock.serviceId}
-      mimeTypeFilter={subBlock.mimeType}
-      showPreview={true}
-      onFileInfoChange={setFileInfo}
-      clientId={clientId}
-      apiKey={apiKey}
-      credentialId={
-        ((isPreview && previewContextValues?.credential?.value) ||
-          (getValue(blockId, 'credential') as string) ||
-          '') as string
-      }
-      workflowId={workflowIdFromUrl}
-    />
-  )
+  {
+    const credential = ((isPreview && previewContextValues?.credential?.value) ||
+      (connectedCredential as string) ||
+      '') as string
+
+    return (
+      <TooltipProvider>
+        <Tooltip>
+          <TooltipTrigger asChild>
+            <div className='w-full'>
+              <GoogleDrivePicker
+                value={coerceToIdString(
+                  (isPreview && previewValue !== undefined ? previewValue : storeValue) as any
+                )}
+                onChange={(val) => {
+                  collaborativeSetSubblockValue(blockId, subBlock.id, val)
+                }}
+                provider={provider}
+                requiredScopes={subBlock.requiredScopes || []}
+                label={subBlock.placeholder || 'Select file'}
+                disabled={finalDisabled}
+                serviceId={subBlock.serviceId}
+                mimeTypeFilter={subBlock.mimeType}
+                showPreview={true}
+                clientId={clientId}
+                apiKey={apiKey}
+                credentialId={credential}
+                workflowId={workflowIdFromUrl}
+              />
+            </div>
+          </TooltipTrigger>
+          {!credential && (
+            <TooltipContent side='top'>
+              <p>Please select Google Drive credentials first</p>
+            </TooltipContent>
+          )}
+        </Tooltip>
+      </TooltipProvider>
+    )
+  }
 }

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

@@ -5,9 +5,12 @@ import {
   type FolderInfo,
   FolderSelector,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/folder-selector/folder-selector'
+import { useDependsOnGate } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-depends-on-gate'
+import { useForeignCredential } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-foreign-credential'
 import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-sub-block-value'
 import type { SubBlockConfig } from '@/blocks/types'
 import { useCollaborativeWorkflow } from '@/hooks/use-collaborative-workflow'
+import { useWorkflowRegistry } from '@/stores/workflows/registry/store'
 
 interface FolderSelectorInputProps {
   blockId: string
@@ -25,12 +28,23 @@ export function FolderSelectorInput({
   previewValue,
 }: FolderSelectorInputProps) {
   const [storeValue, _setStoreValue] = useSubBlockValue(blockId, subBlock.id)
+  const [connectedCredential] = useSubBlockValue(blockId, 'credential')
   const { collaborativeSetSubblockValue } = useCollaborativeWorkflow()
+  const { activeWorkflowId } = useWorkflowRegistry()
   const [selectedFolderId, setSelectedFolderId] = useState<string>('')
   const [_folderInfo, setFolderInfo] = useState<FolderInfo | null>(null)
+  const { isForeignCredential } = useForeignCredential(
+    subBlock.provider || subBlock.serviceId || 'outlook',
+    (connectedCredential as string) || ''
+  )
+
+  // Central dependsOn gating
+  const { finalDisabled } = useDependsOnGate(blockId, subBlock, { disabled, isPreview })
 
   // Get the current value from the store or prop value if in preview mode
   useEffect(() => {
+    // When gated/disabled, do not set defaults or write to store
+    if (finalDisabled) return
     if (isPreview && previewValue !== undefined) {
       setSelectedFolderId(previewValue)
       return
@@ -46,7 +60,15 @@ export function FolderSelectorInput({
     if (!isPreview) {
       collaborativeSetSubblockValue(blockId, subBlock.id, defaultValue)
     }
-  }, [blockId, subBlock.id, storeValue, collaborativeSetSubblockValue, isPreview, previewValue])
+  }, [
+    blockId,
+    subBlock.id,
+    storeValue,
+    collaborativeSetSubblockValue,
+    isPreview,
+    previewValue,
+    finalDisabled,
+  ])
 
   // Handle folder selection
   const handleFolderChange = (folderId: string, info?: FolderInfo) => {
@@ -64,9 +86,12 @@ export function FolderSelectorInput({
       provider={subBlock.provider || 'google-email'}
       requiredScopes={subBlock.requiredScopes || []}
       label={subBlock.placeholder || 'Select folder'}
-      disabled={disabled}
+      disabled={finalDisabled}
       serviceId={subBlock.serviceId}
       onFolderInfoChange={setFolderInfo}
+      credentialId={(connectedCredential as string) || ''}
+      workflowId={activeWorkflowId || ''}
+      isForeignCredential={isForeignCredential}
     />
   )
 }

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

@@ -38,6 +38,9 @@ interface FolderSelectorProps {
   onFolderInfoChange?: (folderInfo: FolderInfo | null) => void
   isPreview?: boolean
   previewValue?: any | null
+  credentialId?: string
+  workflowId?: string
+  isForeignCredential?: boolean
 }
 
 export function FolderSelector({
@@ -51,11 +54,16 @@ export function FolderSelector({
   onFolderInfoChange,
   isPreview = false,
   previewValue,
+  credentialId,
+  workflowId,
+  isForeignCredential = false,
 }: FolderSelectorProps) {
   const [open, setOpen] = useState(false)
   const [credentials, setCredentials] = useState<Credential[]>([])
   const [folders, setFolders] = useState<FolderInfo[]>([])
-  const [selectedCredentialId, setSelectedCredentialId] = useState<string>('')
+  const [selectedCredentialId, setSelectedCredentialId] = useState<Credential['id'] | ''>(
+    credentialId || ''
+  )
   const [selectedFolderId, setSelectedFolderId] = useState('')
   const [selectedFolder, setSelectedFolder] = useState<FolderInfo | null>(null)
   const [isLoading, setIsLoading] = useState(false)
@@ -72,6 +80,13 @@ export function FolderSelector({
     }
   }, [value, isPreview, previewValue])
 
+  // Keep internal credential in sync with prop
+  useEffect(() => {
+    if (credentialId && credentialId !== selectedCredentialId) {
+      setSelectedCredentialId(credentialId)
+    }
+  }, [credentialId, selectedCredentialId])
+
   // Determine the appropriate service ID based on provider and scopes
   const getServiceId = (): string => {
     if (serviceId) return serviceId
@@ -124,18 +139,43 @@ export function FolderSelector({
   // Fetch a single folder by ID when we have a selectedFolderId but no metadata
   const fetchFolderById = useCallback(
     async (folderId: string) => {
-      if (!selectedCredentialId || !folderId || provider === 'outlook') return null
+      if (!selectedCredentialId || !folderId) return null
 
       setIsLoadingSelectedFolder(true)
       try {
-        // Construct query parameters
+        if (provider === 'outlook') {
+          // Resolve Outlook folder name with owner-scoped token
+          const tokenRes = await fetch('/api/auth/oauth/token', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ credentialId: selectedCredentialId, workflowId }),
+          })
+          if (!tokenRes.ok) return null
+          const { accessToken } = await tokenRes.json()
+          if (!accessToken) return null
+          const resp = await fetch(
+            `https://graph.microsoft.com/v1.0/me/mailFolders/${encodeURIComponent(folderId)}`,
+            { headers: { Authorization: `Bearer ${accessToken}` } }
+          )
+          if (!resp.ok) return null
+          const folder = await resp.json()
+          const folderInfo: FolderInfo = {
+            id: folder.id,
+            name: folder.displayName,
+            type: 'folder',
+            messagesTotal: folder.totalItemCount,
+            messagesUnread: folder.unreadItemCount,
+          }
+          setSelectedFolder(folderInfo)
+          onFolderInfoChange?.(folderInfo)
+          return folderInfo
+        }
+        // Gmail label resolution
         const queryParams = new URLSearchParams({
           credentialId: selectedCredentialId,
           labelId: folderId,
         })
-
         const response = await fetch(`/api/tools/gmail/label?${queryParams.toString()}`)
-
         if (response.ok) {
           const data = await response.json()
           if (data.label) {
@@ -156,7 +196,7 @@ export function FolderSelector({
         setIsLoadingSelectedFolder(false)
       }
     },
-    [selectedCredentialId, onFolderInfoChange, provider]
+    [selectedCredentialId, onFolderInfoChange, provider, workflowId]
   )
 
   // Fetch folders from Gmail or Outlook
@@ -178,6 +218,12 @@ export function FolderSelector({
         // Determine the API endpoint based on provider
         let apiEndpoint: string
         if (provider === 'outlook') {
+          // Skip list fetch for collaborators; only show selected
+          if (isForeignCredential) {
+            setFolders([])
+            setIsLoading(false)
+            return
+          }
           apiEndpoint = `/api/tools/outlook/folders?${queryParams.toString()}`
         } else {
           // Default to Gmail
@@ -206,9 +252,12 @@ export function FolderSelector({
             }
           }
         } else {
-          logger.error('Error fetching folders:', {
-            error: await response.text(),
-          })
+          const text = await response.text()
+          if (response.status === 401 || response.status === 403) {
+            logger.info('Folder list fetch unauthorized (expected for collaborator)')
+          } else {
+            logger.warn('Error fetching folders', { status: response.status, text })
+          }
           setFolders([])
         }
       } catch (error) {
@@ -218,36 +267,51 @@ export function FolderSelector({
         setIsLoading(false)
       }
     },
-    [selectedCredentialId, selectedFolderId, onFolderInfoChange, fetchFolderById, provider]
+    [
+      selectedCredentialId,
+      selectedFolderId,
+      onFolderInfoChange,
+      fetchFolderById,
+      provider,
+      isForeignCredential,
+    ]
   )
 
   // Fetch credentials on initial mount
   useEffect(() => {
+    if (disabled) return
     if (!initialFetchRef.current) {
       fetchCredentials()
       initialFetchRef.current = true
     }
-  }, [fetchCredentials])
+  }, [fetchCredentials, disabled])
 
   // Fetch folders when credential is selected
   useEffect(() => {
+    if (disabled) return
     if (selectedCredentialId) {
       fetchFolders()
     }
-  }, [selectedCredentialId, fetchFolders])
+  }, [selectedCredentialId, fetchFolders, disabled])
 
   // Keep internal selectedFolderId in sync with the value prop
   useEffect(() => {
+    if (disabled) return
     const currentValue = isPreview ? previewValue : value
     if (currentValue !== selectedFolderId) {
       setSelectedFolderId(currentValue || '')
     }
-  }, [value, isPreview, previewValue])
+  }, [value, isPreview, previewValue, disabled])
 
-  // Fetch the selected folder metadata once credentials are ready (Gmail only)
+  // Fetch the selected folder metadata once credentials are ready or value changes
   useEffect(() => {
-    const currentValue = isPreview ? previewValue : value
-    if (currentValue && selectedCredentialId && !selectedFolder && provider !== 'outlook') {
+    if (disabled) return
+    const currentValue = isPreview ? (previewValue as string) : (value as string)
+    if (
+      currentValue &&
+      selectedCredentialId &&
+      (!selectedFolder || selectedFolder.id !== currentValue)
+    ) {
       fetchFolderById(currentValue)
     }
   }, [
@@ -255,9 +319,9 @@ export function FolderSelector({
     selectedCredentialId,
     selectedFolder,
     fetchFolderById,
-    provider,
     isPreview,
     previewValue,
+    disabled,
   ])
 
   // Handle folder selection
@@ -317,7 +381,7 @@ export function FolderSelector({
               role='combobox'
               aria-expanded={open}
               className='w-full justify-between'
-              disabled={disabled}
+              disabled={disabled || isForeignCredential}
             >
               {selectedFolder ? (
                 <div className='flex items-center gap-2 overflow-hidden'>
@@ -333,114 +397,120 @@ export function FolderSelector({
               <ChevronDown className='ml-2 h-4 w-4 shrink-0 opacity-50' />
             </Button>
           </PopoverTrigger>
-          <PopoverContent className='w-[300px] p-0' align='start'>
-            {/* Current account indicator */}
-            {selectedCredentialId && credentials.length > 0 && (
-              <div className='flex items-center justify-between border-b px-3 py-2'>
-                <div className='flex items-center gap-2'>
-                  <span className='text-muted-foreground text-xs'>
-                    {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
-                      'Unknown'}
-                  </span>
-                </div>
-                {credentials.length > 1 && (
-                  <Button
-                    variant='ghost'
-                    size='sm'
-                    className='h-6 px-2 text-xs'
-                    onClick={() => setOpen(true)}
-                  >
-                    Switch
-                  </Button>
-                )}
-              </div>
-            )}
-
-            <Command>
-              <CommandInput
-                placeholder={`Search ${getFolderLabel()}...`}
-                onValueChange={handleSearch}
-              />
-              <CommandList>
-                <CommandEmpty>
-                  {isLoading ? (
-                    <div className='flex items-center justify-center p-4'>
-                      <RefreshCw className='h-4 w-4 animate-spin' />
-                      <span className='ml-2'>Loading {getFolderLabel()}...</span>
-                    </div>
-                  ) : credentials.length === 0 ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No accounts connected.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Connect a {getProviderName()} account to continue.
-                      </p>
-                    </div>
-                  ) : (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No {getFolderLabel()} found.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Try a different search or account.
-                      </p>
-                    </div>
+          {!isForeignCredential && (
+            <PopoverContent className='w-[300px] p-0' align='start'>
+              {/* Current account indicator */}
+              {selectedCredentialId && credentials.length > 0 && (
+                <div className='flex items-center justify-between border-b px-3 py-2'>
+                  <div className='flex items-center gap-2'>
+                    <span className='text-muted-foreground text-xs'>
+                      {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
+                        'Unknown'}
+                    </span>
+                  </div>
+                  {credentials.length > 1 && (
+                    <Button
+                      variant='ghost'
+                      size='sm'
+                      className='h-6 px-2 text-xs'
+                      onClick={() => setOpen(true)}
+                    >
+                      Switch
+                    </Button>
                   )}
-                </CommandEmpty>
+                </div>
+              )}
 
-                {/* Account selection - only show if we have multiple accounts */}
-                {credentials.length > 1 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Switch Account
-                    </div>
-                    {credentials.map((cred) => (
-                      <CommandItem
-                        key={cred.id}
-                        value={`account-${cred.id}`}
-                        onSelect={() => setSelectedCredentialId(cred.id)}
-                      >
-                        <div className='flex items-center gap-2'>
-                          <span className='font-normal'>{cred.name}</span>
-                        </div>
-                        {cred.id === selectedCredentialId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Folders list */}
-                {folders.length > 0 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      {getFolderLabel().charAt(0).toUpperCase() + getFolderLabel().slice(1)}
-                    </div>
-                    {folders.map((folder) => (
-                      <CommandItem
-                        key={folder.id}
-                        value={`folder-${folder.id}-${folder.name}`}
-                        onSelect={() => handleSelectFolder(folder)}
-                      >
-                        <div className='flex w-full items-center gap-2 overflow-hidden'>
-                          {getFolderIcon('sm')}
-                          <span className='truncate font-normal'>{folder.name}</span>
-                          {folder.id === selectedFolderId && <Check className='ml-auto h-4 w-4' />}
-                        </div>
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Connect account option - only show if no credentials */}
-                {credentials.length === 0 && (
-                  <CommandGroup>
-                    <CommandItem onSelect={handleAddCredential}>
-                      <div className='flex items-center gap-2 text-primary'>
-                        <span>Connect {getProviderName()} account</span>
+              <Command>
+                <CommandInput
+                  placeholder={`Search ${getFolderLabel()}...`}
+                  onValueChange={handleSearch}
+                />
+                <CommandList>
+                  <CommandEmpty>
+                    {isLoading ? (
+                      <div className='flex items-center justify-center p-4'>
+                        <RefreshCw className='h-4 w-4 animate-spin' />
+                        <span className='ml-2'>Loading {getFolderLabel()}...</span>
                       </div>
-                    </CommandItem>
-                  </CommandGroup>
-                )}
-              </CommandList>
-            </Command>
-          </PopoverContent>
+                    ) : credentials.length === 0 ? (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No accounts connected.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Connect a {getProviderName()} account to continue.
+                        </p>
+                      </div>
+                    ) : (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No {getFolderLabel()} found.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Try a different search or account.
+                        </p>
+                      </div>
+                    )}
+                  </CommandEmpty>
+
+                  {/* Account selection - only show if we have multiple accounts */}
+                  {credentials.length > 1 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Switch Account
+                      </div>
+                      {credentials.map((cred) => (
+                        <CommandItem
+                          key={cred.id}
+                          value={`account-${cred.id}`}
+                          onSelect={() => setSelectedCredentialId(cred.id)}
+                        >
+                          <div className='flex items-center gap-2'>
+                            <span className='font-normal'>{cred.name}</span>
+                          </div>
+                          {cred.id === selectedCredentialId && (
+                            <Check className='ml-auto h-4 w-4' />
+                          )}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Folders list */}
+                  {folders.length > 0 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        {getFolderLabel().charAt(0).toUpperCase() + getFolderLabel().slice(1)}
+                      </div>
+                      {folders.map((folder) => (
+                        <CommandItem
+                          key={folder.id}
+                          value={`folder-${folder.id}-${folder.name}`}
+                          onSelect={() => handleSelectFolder(folder)}
+                        >
+                          <div className='flex w-full items-center gap-2 overflow-hidden'>
+                            {getFolderIcon('sm')}
+                            <span className='truncate font-normal'>{folder.name}</span>
+                            {folder.id === selectedFolderId && (
+                              <Check className='ml-auto h-4 w-4' />
+                            )}
+                          </div>
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Connect account option - only show if no credentials */}
+                  {credentials.length === 0 && (
+                    <CommandGroup>
+                      <CommandItem onSelect={handleAddCredential}>
+                        <div className='flex items-center gap-2 text-primary'>
+                          <span>Connect {getProviderName()} account</span>
+                        </div>
+                      </CommandItem>
+                    </CommandGroup>
+                  )}
+                </CommandList>
+              </Command>
+            </PopoverContent>
+          )}
         </Popover>
       </div>
 

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/index.ts

@@ -4,7 +4,6 @@ export { Code } from './code'
 export { ComboBox } from './combobox'
 export { ConditionInput } from './condition-input'
 export { CredentialSelector } from './credential-selector/credential-selector'
-export { DateInput } from './date-input'
 export { DocumentSelector } from './document-selector/document-selector'
 export { Dropdown } from './dropdown'
 export { EvalInput } from './eval-input'

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

@@ -50,6 +50,7 @@ interface JiraProjectSelectorProps {
   onProjectInfoChange?: (projectInfo: JiraProjectInfo | null) => void
   credentialId?: string
   isForeignCredential?: boolean
+  workflowId?: string
 }
 
 export function JiraProjectSelector({
@@ -64,6 +65,8 @@ export function JiraProjectSelector({
   showPreview = true,
   onProjectInfoChange,
   credentialId,
+  isForeignCredential = false,
+  workflowId,
 }: JiraProjectSelectorProps) {
   const [open, setOpen] = useState(false)
   const [credentials, setCredentials] = useState<Credential[]>([])
@@ -153,6 +156,7 @@ export function JiraProjectSelector({
           },
           body: JSON.stringify({
             credentialId: selectedCredentialId,
+            workflowId,
           }),
         })
 
@@ -238,6 +242,7 @@ export function JiraProjectSelector({
           },
           body: JSON.stringify({
             credentialId: selectedCredentialId,
+            workflowId,
           }),
         })
 
@@ -334,16 +339,12 @@ export function JiraProjectSelector({
 
   // Fetch the selected project metadata once credentials are ready or changed
   useEffect(() => {
-    if (
-      value &&
-      selectedCredentialId &&
-      domain &&
-      domain.includes('.') &&
-      (!selectedProject || selectedProject.id !== value)
-    ) {
-      fetchProjectInfo(value)
+    if (value && selectedCredentialId && domain && domain.includes('.')) {
+      if (!selectedProject || selectedProject.id !== value) {
+        fetchProjectInfo(value)
+      }
     }
-  }, [value, selectedCredentialId, selectedProject, domain, fetchProjectInfo])
+  }, [value, selectedCredentialId, domain, fetchProjectInfo, selectedProject])
 
   // Keep internal selectedProjectId in sync with the value prop
   useEffect(() => {
@@ -352,6 +353,14 @@ export function JiraProjectSelector({
     }
   }, [value])
 
+  // Clear local preview when value is cleared remotely or via collaborator
+  useEffect(() => {
+    if (!value) {
+      setSelectedProject(null)
+      onProjectInfoChange?.(null)
+    }
+  }, [value, onProjectInfoChange])
+
   // Handle open change
   const handleOpenChange = (isOpen: boolean) => {
     setOpen(isOpen)
@@ -386,6 +395,8 @@ export function JiraProjectSelector({
     onProjectInfoChange?.(null)
   }
 
+  const canShowPreview = !!(showPreview && selectedProject && value && selectedProject.id === value)
+
   return (
     <>
       <div className='space-y-2'>
@@ -396,9 +407,9 @@ export function JiraProjectSelector({
               role='combobox'
               aria-expanded={open}
               className='w-full justify-between'
-              disabled={disabled || !domain || !selectedCredentialId}
+              disabled={disabled || !domain || !selectedCredentialId || isForeignCredential}
             >
-              {selectedProject ? (
+              {canShowPreview ? (
                 <div className='flex items-center gap-2 overflow-hidden'>
                   <JiraIcon className='h-4 w-4' />
                   <span className='truncate font-normal'>{selectedProject.name}</span>
@@ -417,130 +428,135 @@ export function JiraProjectSelector({
               <ChevronDown className='ml-2 h-4 w-4 shrink-0 opacity-50' />
             </Button>
           </PopoverTrigger>
-          <PopoverContent className='w-[300px] p-0' align='start'>
-            {/* Current account indicator */}
-            {selectedCredentialId && credentials.length > 0 && (
-              <div className='flex items-center justify-between border-b px-3 py-2'>
-                <div className='flex items-center gap-2'>
-                  <JiraIcon className='h-4 w-4' />
-                  <span className='text-muted-foreground text-xs'>
-                    {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
-                      'Unknown'}
-                  </span>
-                </div>
-                {credentials.length > 1 && (
-                  <Button
-                    variant='ghost'
-                    size='sm'
-                    className='h-6 px-2 text-xs'
-                    onClick={() => setOpen(true)}
-                  >
-                    Switch
-                  </Button>
-                )}
-              </div>
-            )}
-
-            <Command>
-              <CommandInput placeholder='Search projects...' onValueChange={handleSearch} />
-              <CommandList>
-                <CommandEmpty>
-                  {isLoading ? (
-                    <div className='flex items-center justify-center p-4'>
-                      <RefreshCw className='h-4 w-4 animate-spin' />
-                      <span className='ml-2'>Loading projects...</span>
-                    </div>
-                  ) : error ? (
-                    <div className='p-4 text-center'>
-                      <p className='text-destructive text-sm'>{error}</p>
-                    </div>
-                  ) : credentials.length === 0 ? (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No accounts connected.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Connect a Jira account to continue.
-                      </p>
-                    </div>
-                  ) : (
-                    <div className='p-4 text-center'>
-                      <p className='font-medium text-sm'>No projects found.</p>
-                      <p className='text-muted-foreground text-xs'>
-                        Try a different search or account.
-                      </p>
-                    </div>
+          {!isForeignCredential && (
+            <PopoverContent className='w-[300px] p-0' align='start'>
+              {selectedCredentialId && credentials.length > 0 && (
+                <div className='flex items-center justify-between border-b px-3 py-2'>
+                  <div className='flex items-center gap-2'>
+                    <JiraIcon className='h-4 w-4' />
+                    <span className='text-muted-foreground text-xs'>
+                      {credentials.find((cred) => cred.id === selectedCredentialId)?.name ||
+                        'Unknown'}
+                    </span>
+                  </div>
+                  {credentials.length > 1 && (
+                    <Button
+                      variant='ghost'
+                      size='sm'
+                      className='h-6 px-2 text-xs'
+                      onClick={() => setOpen(true)}
+                    >
+                      Switch
+                    </Button>
                   )}
-                </CommandEmpty>
+                </div>
+              )}
 
-                {/* Account selection - only show if we have multiple accounts */}
-                {credentials.length > 1 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Switch Account
-                    </div>
-                    {credentials.map((cred) => (
-                      <CommandItem
-                        key={cred.id}
-                        value={`account-${cred.id}`}
-                        onSelect={() => setSelectedCredentialId(cred.id)}
-                      >
-                        <div className='flex items-center gap-2'>
-                          <JiraIcon className='h-4 w-4' />
-                          <span className='font-normal'>{cred.name}</span>
-                        </div>
-                        {cred.id === selectedCredentialId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Projects list */}
-                {projects.length > 0 && (
-                  <CommandGroup>
-                    <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
-                      Projects
-                    </div>
-                    {projects.map((project) => (
-                      <CommandItem
-                        key={project.id}
-                        value={`project-${project.id}-${project.name}`}
-                        onSelect={() => handleSelectProject(project)}
-                      >
-                        <div className='flex items-center gap-2 overflow-hidden'>
-                          {project.avatarUrl ? (
-                            <img
-                              src={project.avatarUrl}
-                              alt={project.name}
-                              className='h-4 w-4 rounded'
-                            />
-                          ) : (
-                            <JiraIcon className='h-4 w-4' />
-                          )}
-                          <span className='truncate font-normal'>{project.name}</span>
-                        </div>
-                        {project.id === selectedProjectId && <Check className='ml-auto h-4 w-4' />}
-                      </CommandItem>
-                    ))}
-                  </CommandGroup>
-                )}
-
-                {/* Connect account option - only show if no credentials */}
-                {credentials.length === 0 && (
-                  <CommandGroup>
-                    <CommandItem onSelect={handleAddCredential}>
-                      <div className='flex items-center gap-2 text-primary'>
-                        <JiraIcon className='h-4 w-4' />
-                        <span>Connect Jira account</span>
+              <Command>
+                <CommandInput placeholder='Search projects...' onValueChange={handleSearch} />
+                <CommandList>
+                  <CommandEmpty>
+                    {isLoading ? (
+                      <div className='flex items-center justify-center p-4'>
+                        <RefreshCw className='h-4 w-4 animate-spin' />
+                        <span className='ml-2'>Loading projects...</span>
                       </div>
-                    </CommandItem>
-                  </CommandGroup>
-                )}
-              </CommandList>
-            </Command>
-          </PopoverContent>
+                    ) : error ? (
+                      <div className='p-4 text-center'>
+                        <p className='text-destructive text-sm'>{error}</p>
+                      </div>
+                    ) : credentials.length === 0 ? (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No accounts connected.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Connect a Jira account to continue.
+                        </p>
+                      </div>
+                    ) : (
+                      <div className='p-4 text-center'>
+                        <p className='font-medium text-sm'>No projects found.</p>
+                        <p className='text-muted-foreground text-xs'>
+                          Try a different search or account.
+                        </p>
+                      </div>
+                    )}
+                  </CommandEmpty>
+
+                  {/* Account selection - only show if we have multiple accounts */}
+                  {credentials.length > 1 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Switch Account
+                      </div>
+                      {credentials.map((cred) => (
+                        <CommandItem
+                          key={cred.id}
+                          value={`account-${cred.id}`}
+                          onSelect={() => setSelectedCredentialId(cred.id)}
+                        >
+                          <div className='flex items-center gap-2'>
+                            <JiraIcon className='h-4 w-4' />
+                            <span className='font-normal'>{cred.name}</span>
+                          </div>
+                          {cred.id === selectedCredentialId && (
+                            <Check className='ml-auto h-4 w-4' />
+                          )}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Projects list */}
+                  {projects.length > 0 && (
+                    <CommandGroup>
+                      <div className='px-2 py-1.5 font-medium text-muted-foreground text-xs'>
+                        Projects
+                      </div>
+                      {projects.map((project) => (
+                        <CommandItem
+                          key={project.id}
+                          value={`project-${project.id}-${project.name}`}
+                          onSelect={() => handleSelectProject(project)}
+                        >
+                          <div className='flex items-center gap-2 overflow-hidden'>
+                            {project.avatarUrl ? (
+                              <img
+                                src={project.avatarUrl}
+                                alt={project.name}
+                                className='h-4 w-4 rounded'
+                              />
+                            ) : (
+                              <JiraIcon className='h-4 w-4' />
+                            )}
+                            <span className='truncate font-normal'>{project.name}</span>
+                          </div>
+                          {project.id === selectedProjectId && (
+                            <Check className='ml-auto h-4 w-4' />
+                          )}
+                        </CommandItem>
+                      ))}
+                    </CommandGroup>
+                  )}
+
+                  {/* Connect account option - only show if no credentials */}
+                  {credentials.length === 0 && (
+                    <CommandGroup>
+                      <CommandItem onSelect={handleAddCredential}>
+                        <div className='flex items-center gap-2 text-primary'>
+                          <JiraIcon className='h-4 w-4' />
+                          <span>Connect Jira account</span>
+                        </div>
+                      </CommandItem>
+                    </CommandGroup>
+                  )}
+                </CommandList>
+              </Command>
+            </PopoverContent>
+          )}
         </Popover>
 
         {/* Project preview */}
-        {showPreview && selectedProject && (
+        {canShowPreview && (
           <div className='relative mt-2 rounded-md border border-muted bg-muted/10 p-2'>
             <div className='absolute top-2 right-2'>
               <Button

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

@@ -18,6 +18,8 @@ import {
   type LinearTeamInfo,
   LinearTeamSelector,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/project-selector/components/linear-team-selector'
+import { useDependsOnGate } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-depends-on-gate'
+import { useForeignCredential } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-foreign-credential'
 import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-sub-block-value'
 import type { SubBlockConfig } from '@/blocks/types'
 import { useCollaborativeWorkflow } from '@/hooks/use-collaborative-workflow'
@@ -43,20 +45,18 @@ export function ProjectSelectorInput({
   const { collaborativeSetSubblockValue } = useCollaborativeWorkflow()
   const [selectedProjectId, setSelectedProjectId] = useState<string>('')
   const [_projectInfo, setProjectInfo] = useState<JiraProjectInfo | DiscordServerInfo | null>(null)
-  const [isForeignCredential, setIsForeignCredential] = useState<boolean>(false)
-
   // Use the proper hook to get the current value and setter
   const [storeValue, setStoreValue] = useSubBlockValue(blockId, subBlock.id)
-  // Local setters for related Jira fields to ensure immediate UI clearing
-  const [_issueKeyValue, setIssueKeyValue] = useSubBlockValue<string>(blockId, 'issueKey')
-  const [_manualIssueKeyValue, setManualIssueKeyValue] = useSubBlockValue<string>(
-    blockId,
-    'manualIssueKey'
+  const [connectedCredential] = useSubBlockValue(blockId, 'credential')
+  const { isForeignCredential } = useForeignCredential(
+    subBlock.provider || subBlock.serviceId || 'jira',
+    (connectedCredential as string) || ''
   )
   // Reactive dependencies from store for Linear
   const [linearCredential] = useSubBlockValue(blockId, 'credential')
   const [linearTeamId] = useSubBlockValue(blockId, 'teamId')
   const activeWorkflowId = useWorkflowRegistry((s) => s.activeWorkflowId) as string | null
+  const { finalDisabled } = useDependsOnGate(blockId, subBlock, { disabled, isPreview })
 
   // Get provider-specific values
   const provider = subBlock.provider || 'jira'
@@ -70,32 +70,6 @@ export function ProjectSelectorInput({
   const botToken = ''
 
   // Verify Jira credential belongs to current user; if not, treat as absent
-  useEffect(() => {
-    const cred = (jiraCredential as string) || ''
-    if (!cred) {
-      setIsForeignCredential(false)
-      return
-    }
-    let aborted = false
-    ;(async () => {
-      try {
-        const resp = await fetch(`/api/auth/oauth/credentials?credentialId=${cred}`)
-        if (aborted) return
-        if (!resp.ok) {
-          setIsForeignCredential(true)
-          return
-        }
-        const data = await resp.json()
-        setIsForeignCredential(!(data.credentials && data.credentials.length === 1))
-      } catch {
-        setIsForeignCredential(true)
-      }
-    })()
-    return () => {
-      aborted = true
-    }
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [blockId, jiraCredential])
 
   // Get the current value from the store or prop value if in preview mode
   useEffect(() => {
@@ -117,27 +91,6 @@ export function ProjectSelectorInput({
     setProjectInfo(info || null)
     setStoreValue(projectId)
 
-    // Clear the issue-related fields when a new project is selected
-    if (provider === 'jira') {
-      collaborativeSetSubblockValue(blockId, 'summary', '')
-      collaborativeSetSubblockValue(blockId, 'description', '')
-      // Clear both the basic and advanced issue key fields to ensure UI resets
-      collaborativeSetSubblockValue(blockId, 'issueKey', '')
-      collaborativeSetSubblockValue(blockId, 'manualIssueKey', '')
-      // Also clear locally for immediate UI feedback on this client
-      setIssueKeyValue('')
-      setManualIssueKeyValue('')
-    } else if (provider === 'discord') {
-      collaborativeSetSubblockValue(blockId, 'channelId', '')
-    } else if (provider === 'linear') {
-      if (subBlock.id === 'teamId') {
-        collaborativeSetSubblockValue(blockId, 'teamId', projectId)
-        collaborativeSetSubblockValue(blockId, 'projectId', '')
-      } else if (subBlock.id === 'projectId') {
-        collaborativeSetSubblockValue(blockId, 'projectId', projectId)
-      }
-    }
-
     onProjectSelect?.(projectId)
   }
 
@@ -185,7 +138,7 @@ export function ProjectSelectorInput({
                   }}
                   credential={(linearCredential as string) || ''}
                   label={subBlock.placeholder || 'Select Linear team'}
-                  disabled={disabled || !(linearCredential as string)}
+                  disabled={finalDisabled}
                   showPreview={true}
                   workflowId={activeWorkflowId || ''}
                 />
@@ -193,7 +146,7 @@ export function ProjectSelectorInput({
                 (() => {
                   const credential = (linearCredential as string) || ''
                   const teamId = (linearTeamId as string) || ''
-                  const isDisabled = disabled || !credential || !teamId
+                  const isDisabled = finalDisabled
                   return (
                     <LinearProjectSelector
                       value={selectedProjectId}
@@ -235,23 +188,15 @@ export function ProjectSelectorInput({
               requiredScopes={subBlock.requiredScopes || []}
               serviceId={subBlock.serviceId}
               label={subBlock.placeholder || 'Select Jira project'}
-              disabled={disabled || !domain || !(jiraCredential as string)}
+              disabled={finalDisabled}
               showPreview={true}
               onProjectInfoChange={setProjectInfo}
               credentialId={(jiraCredential as string) || ''}
               isForeignCredential={isForeignCredential}
+              workflowId={activeWorkflowId || ''}
             />
           </div>
         </TooltipTrigger>
-        {!domain ? (
-          <TooltipContent side='top'>
-            <p>Please enter a Jira domain first</p>
-          </TooltipContent>
-        ) : !(jiraCredential as string) ? (
-          <TooltipContent side='top'>
-            <p>Please select a Jira account first</p>
-          </TooltipContent>
-        ) : null}
       </Tooltip>
     </TooltipProvider>
   )

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

@@ -1,4 +1,4 @@
-import { useRef, useState } from 'react'
+import { useEffect, useRef, useState } from 'react'
 import { ChevronDown, Plus, Trash } from 'lucide-react'
 import { Badge } from '@/components/ui/badge'
 import { Button } from '@/components/ui/button'
@@ -8,10 +8,16 @@ import {
   DropdownMenuItem,
   DropdownMenuTrigger,
 } from '@/components/ui/dropdown-menu'
-import { formatDisplayText } from '@/components/ui/formatted-text'
 import { Input } from '@/components/ui/input'
 import { Label } from '@/components/ui/label'
-import { checkTagTrigger, TagDropdown } from '@/components/ui/tag-dropdown'
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select'
+import { Textarea } from '@/components/ui/textarea'
 import { cn } from '@/lib/utils'
 import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-sub-block-value'
 
@@ -59,27 +65,31 @@ export function FieldFormat({
   emptyMessage = 'No fields defined',
   showType = true,
   showValue = false,
-  valuePlaceholder = 'Enter value or <variable.name>',
+  valuePlaceholder = 'Enter test value',
   isConnecting = false,
   config,
 }: FieldFormatProps) {
   const [storeValue, setStoreValue] = useSubBlockValue<Field[]>(blockId, subBlockId)
-  const [tagDropdownStates, setTagDropdownStates] = useState<
-    Record<
-      string,
-      {
-        visible: boolean
-        cursorPosition: number
-      }
-    >
-  >({})
   const [dragHighlight, setDragHighlight] = useState<Record<string, boolean>>({})
-  const valueInputRefs = useRef<Record<string, HTMLInputElement>>({})
+  const valueInputRefs = useRef<Record<string, HTMLInputElement | HTMLTextAreaElement>>({})
+  const [localValues, setLocalValues] = useState<Record<string, string>>({})
 
   // Use preview value when in preview mode, otherwise use store value
   const value = isPreview ? previewValue : storeValue
   const fields: Field[] = value || []
 
+  useEffect(() => {
+    const initial: Record<string, string> = {}
+    ;(fields || []).forEach((f) => {
+      if (localValues[f.id] === undefined) {
+        initial[f.id] = (f.value as string) || ''
+      }
+    })
+    if (Object.keys(initial).length > 0) {
+      setLocalValues((prev) => ({ ...prev, ...initial }))
+    }
+  }, [fields])
+
   // Field operations
   const addField = () => {
     if (isPreview || disabled) return
@@ -88,12 +98,12 @@ export function FieldFormat({
       ...DEFAULT_FIELD,
       id: crypto.randomUUID(),
     }
-    setStoreValue([...fields, newField])
+    setStoreValue([...(fields || []), newField])
   }
 
   const removeField = (id: string) => {
     if (isPreview || disabled) return
-    setStoreValue(fields.filter((field: Field) => field.id !== id))
+    setStoreValue((fields || []).filter((field: Field) => field.id !== id))
   }
 
   // Validate field name for API safety
@@ -103,38 +113,22 @@ export function FieldFormat({
     return name.replace(/[\x00-\x1F"\\]/g, '').trim()
   }
 
-  // Tag dropdown handlers
   const handleValueInputChange = (fieldId: string, newValue: string) => {
-    const input = valueInputRefs.current[fieldId]
-    if (!input) return
-
-    const cursorPosition = input.selectionStart || 0
-    const shouldShow = checkTagTrigger(newValue, cursorPosition)
-
-    setTagDropdownStates((prev) => ({
-      ...prev,
-      [fieldId]: {
-        visible: shouldShow.show,
-        cursorPosition,
-      },
-    }))
-
-    updateField(fieldId, 'value', newValue)
+    setLocalValues((prev) => ({ ...prev, [fieldId]: newValue }))
   }
 
-  const handleTagSelect = (fieldId: string, newValue: string) => {
-    updateField(fieldId, 'value', newValue)
-    setTagDropdownStates((prev) => ({
-      ...prev,
-      [fieldId]: { ...prev[fieldId], visible: false },
-    }))
-  }
+  // Value normalization: keep it simple for string types
 
-  const handleTagDropdownClose = (fieldId: string) => {
-    setTagDropdownStates((prev) => ({
-      ...prev,
-      [fieldId]: { ...prev[fieldId], visible: false },
-    }))
+  const handleValueInputBlur = (field: Field) => {
+    if (isPreview || disabled) return
+
+    const inputEl = valueInputRefs.current[field.id]
+    if (!inputEl) return
+
+    const current = localValues[field.id] ?? inputEl.value ?? ''
+    const trimmed = current.trim()
+    if (!trimmed) return
+    updateField(field.id, 'value', current)
   }
 
   // Drag and drop handlers for connection blocks
@@ -152,47 +146,8 @@ export function FieldFormat({
   const handleDrop = (e: React.DragEvent, fieldId: string) => {
     e.preventDefault()
     setDragHighlight((prev) => ({ ...prev, [fieldId]: false }))
-
-    try {
-      const data = JSON.parse(e.dataTransfer.getData('application/json'))
-      if (data.type === 'connectionBlock' && data.connectionData) {
-        const input = valueInputRefs.current[fieldId]
-        if (!input) return
-
-        // Focus the input first
-        input.focus()
-
-        // Get current cursor position or use end of field
-        const dropPosition = input.selectionStart ?? (input.value?.length || 0)
-
-        // Insert '<' at drop position to trigger the dropdown
-        const currentValue = input.value || ''
-        const newValue = `${currentValue.slice(0, dropPosition)}<${currentValue.slice(dropPosition)}`
-
-        // Update the field value
-        updateField(fieldId, 'value', newValue)
-
-        // Set cursor position and show dropdown
-        setTimeout(() => {
-          input.selectionStart = dropPosition + 1
-          input.selectionEnd = dropPosition + 1
-
-          // Trigger dropdown by simulating the tag check
-          const cursorPosition = dropPosition + 1
-          const shouldShow = checkTagTrigger(newValue, cursorPosition)
-
-          setTagDropdownStates((prev) => ({
-            ...prev,
-            [fieldId]: {
-              visible: shouldShow.show,
-              cursorPosition,
-            },
-          }))
-        }, 0)
-      }
-    } catch (error) {
-      console.error('Error handling drop:', error)
-    }
+    const input = valueInputRefs.current[fieldId]
+    input?.focus()
   }
 
   // Update handlers
@@ -204,12 +159,14 @@ export function FieldFormat({
       value = validateFieldName(value)
     }
 
-    setStoreValue(fields.map((f: Field) => (f.id === id ? { ...f, [field]: value } : f)))
+    setStoreValue((fields || []).map((f: Field) => (f.id === id ? { ...f, [field]: value } : f)))
   }
 
   const toggleCollapse = (id: string) => {
     if (isPreview || disabled) return
-    setStoreValue(fields.map((f: Field) => (f.id === id ? { ...f, collapsed: !f.collapsed } : f)))
+    setStoreValue(
+      (fields || []).map((f: Field) => (f.id === id ? { ...f, collapsed: !f.collapsed } : f))
+    )
   }
 
   // Field header
@@ -371,54 +328,66 @@ export function FieldFormat({
                     <div className='space-y-1.5'>
                       <Label className='text-xs'>Value</Label>
                       <div className='relative'>
-                        <Input
-                          ref={(el) => {
-                            if (el) valueInputRefs.current[field.id] = el
-                          }}
-                          name='value'
-                          value={field.value || ''}
-                          onChange={(e) => handleValueInputChange(field.id, e.target.value)}
-                          onKeyDown={(e) => {
-                            if (e.key === 'Escape') {
-                              handleTagDropdownClose(field.id)
+                        {field.type === 'boolean' ? (
+                          <Select
+                            value={localValues[field.id] ?? (field.value as string) ?? ''}
+                            onValueChange={(v) => {
+                              setLocalValues((prev) => ({ ...prev, [field.id]: v }))
+                              if (!isPreview && !disabled) updateField(field.id, 'value', v)
+                            }}
+                          >
+                            <SelectTrigger className='h-9 w-full justify-between font-normal'>
+                              <SelectValue placeholder='Select value' className='truncate' />
+                            </SelectTrigger>
+                            <SelectContent>
+                              <SelectItem value='true'>true</SelectItem>
+                              <SelectItem value='false'>false</SelectItem>
+                            </SelectContent>
+                          </Select>
+                        ) : field.type === 'object' || field.type === 'array' ? (
+                          <Textarea
+                            ref={(el) => {
+                              if (el) valueInputRefs.current[field.id] = el
+                            }}
+                            name='value'
+                            value={localValues[field.id] ?? (field.value as string) ?? ''}
+                            onChange={(e) => handleValueInputChange(field.id, e.target.value)}
+                            onBlur={() => handleValueInputBlur(field)}
+                            placeholder={
+                              field.type === 'object' ? '{\n  "key": "value"\n}' : '[\n  1, 2, 3\n]'
                             }
-                          }}
-                          onDragOver={(e) => handleDragOver(e, field.id)}
-                          onDragLeave={(e) => handleDragLeave(e, field.id)}
-                          onDrop={(e) => handleDrop(e, field.id)}
-                          placeholder={valuePlaceholder}
-                          disabled={isPreview || disabled}
-                          className={cn(
-                            'h-9 text-transparent caret-foreground placeholder:text-muted-foreground/50',
-                            dragHighlight[field.id] && 'ring-2 ring-blue-500 ring-offset-2',
-                            isConnecting &&
-                              config?.connectionDroppable !== false &&
-                              'ring-2 ring-blue-500 ring-offset-2 focus-visible:ring-blue-500'
-                          )}
-                        />
-                        {field.value && (
-                          <div className='pointer-events-none absolute inset-0 flex items-center px-3 py-2'>
-                            <div className='w-full overflow-hidden text-ellipsis whitespace-nowrap text-sm'>
-                              {formatDisplayText(field.value, true)}
-                            </div>
-                          </div>
+                            disabled={isPreview || disabled}
+                            className={cn(
+                              'min-h-[120px] font-mono text-sm placeholder:text-muted-foreground/50',
+                              dragHighlight[field.id] && 'ring-2 ring-blue-500 ring-offset-2',
+                              isConnecting &&
+                                config?.connectionDroppable !== false &&
+                                'ring-2 ring-blue-500 ring-offset-2 focus-visible:ring-blue-500'
+                            )}
+                          />
+                        ) : (
+                          <Input
+                            ref={(el) => {
+                              if (el) valueInputRefs.current[field.id] = el
+                            }}
+                            name='value'
+                            value={localValues[field.id] ?? field.value ?? ''}
+                            onChange={(e) => handleValueInputChange(field.id, e.target.value)}
+                            onBlur={() => handleValueInputBlur(field)}
+                            onDragOver={(e) => handleDragOver(e, field.id)}
+                            onDragLeave={(e) => handleDragLeave(e, field.id)}
+                            onDrop={(e) => handleDrop(e, field.id)}
+                            placeholder={valuePlaceholder}
+                            disabled={isPreview || disabled}
+                            className={cn(
+                              'h-9 placeholder:text-muted-foreground/50',
+                              dragHighlight[field.id] && 'ring-2 ring-blue-500 ring-offset-2',
+                              isConnecting &&
+                                config?.connectionDroppable !== false &&
+                                'ring-2 ring-blue-500 ring-offset-2 focus-visible:ring-blue-500'
+                            )}
+                          />
                         )}
-                        <TagDropdown
-                          visible={tagDropdownStates[field.id]?.visible || false}
-                          onSelect={(newValue) => handleTagSelect(field.id, newValue)}
-                          blockId={blockId}
-                          activeSourceBlockId={null}
-                          inputValue={field.value || ''}
-                          cursorPosition={tagDropdownStates[field.id]?.cursorPosition || 0}
-                          onClose={() => handleTagDropdownClose(field.id)}
-                          style={{
-                            position: 'absolute',
-                            top: '100%',
-                            left: 0,
-                            right: 0,
-                            zIndex: 9999,
-                          }}
-                        />
                       </div>
                     </div>
                   )}
@@ -460,7 +429,7 @@ export function ResponseFormat(
       emptyMessage='No response fields defined'
       showType={false}
       showValue={true}
-      valuePlaceholder='Enter value or <variable.name>'
+      valuePlaceholder='Enter test value'
     />
   )
 }

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

@@ -1,5 +1,4 @@
 import { useCallback, useEffect, useState } from 'react'
-import { logger } from '@trigger.dev/sdk/v3'
 import { PlusIcon, WrenchIcon, XIcon } from 'lucide-react'
 import { Button } from '@/components/ui/button'
 import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover'
@@ -13,6 +12,7 @@ import {
 import { Switch } from '@/components/ui/switch'
 import { Toggle } from '@/components/ui/toggle'
 import { Tooltip, TooltipContent, TooltipTrigger } from '@/components/ui/tooltip'
+import { createLogger } from '@/lib/logs/console/logger'
 import type { OAuthProvider, OAuthService } from '@/lib/oauth/oauth'
 import { cn } from '@/lib/utils'
 import {
@@ -20,7 +20,6 @@ import {
   CheckboxList,
   Code,
   ComboBox,
-  DateInput,
   FileSelectorInput,
   FileUpload,
   LongInput,
@@ -49,6 +48,8 @@ import {
   type ToolParameterConfig,
 } from '@/tools/params'
 
+const logger = createLogger('ToolInput')
+
 interface ToolInputProps {
   blockId: string
   subBlockId: string
@@ -170,33 +171,6 @@ function TableSyncWrapper({
   )
 }
 
-function DateInputSyncWrapper({
-  blockId,
-  paramId,
-  value,
-  onChange,
-  uiComponent,
-  disabled,
-}: {
-  blockId: string
-  paramId: string
-  value: string
-  onChange: (value: string) => void
-  uiComponent: any
-  disabled: boolean
-}) {
-  return (
-    <GenericSyncWrapper blockId={blockId} paramId={paramId} value={value} onChange={onChange}>
-      <DateInput
-        blockId={blockId}
-        subBlockId={paramId}
-        placeholder={uiComponent.placeholder}
-        disabled={disabled}
-      />
-    </GenericSyncWrapper>
-  )
-}
-
 function TimeInputSyncWrapper({
   blockId,
   paramId,
@@ -1157,18 +1131,6 @@ export function ToolInput({
           />
         )
 
-      case 'date-input':
-        return (
-          <DateInputSyncWrapper
-            blockId={blockId}
-            paramId={param.id}
-            value={value}
-            onChange={onChange}
-            uiComponent={uiComponent}
-            disabled={disabled}
-          />
-        )
-
       case 'time-input':
         return (
           <TimeInputSyncWrapper

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

@@ -1,4 +1,4 @@
-import { useEffect, useMemo, useState } from 'react'
+import { useEffect, useMemo, useRef, useState } from 'react'
 import { Trash2 } from 'lucide-react'
 import { Badge } from '@/components/ui/badge'
 import { Button } from '@/components/ui/button'
@@ -46,18 +46,51 @@ export function TriggerModal({
   const [config, setConfig] = useState<Record<string, any>>(initialConfig)
   const [isSaving, setIsSaving] = useState(false)
 
-  // Track if config has changed from initial values
+  // Snapshot initial values at open for stable dirty-checking across collaborators
+  const initialConfigRef = useRef<Record<string, any>>(initialConfig)
+  const initialCredentialRef = useRef<string | null>(null)
+
+  // Capture initial credential on first detect
+  useEffect(() => {
+    if (initialCredentialRef.current !== null) return
+    const subBlockStore = useSubBlockStore.getState()
+    const cred = (subBlockStore.getValue(blockId, 'triggerCredentials') as string | null) || null
+    initialCredentialRef.current = cred
+  }, [blockId])
+
+  // Track if config has changed from initial snapshot
   const hasConfigChanged = useMemo(() => {
-    return JSON.stringify(config) !== JSON.stringify(initialConfig)
-  }, [config, initialConfig])
+    return JSON.stringify(config) !== JSON.stringify(initialConfigRef.current)
+  }, [config])
+
+  // Track if credential has changed from initial snapshot (computed later once selectedCredentialId is declared)
+  let hasCredentialChanged = false
   const [isDeleting, setIsDeleting] = useState(false)
   const [webhookUrl, setWebhookUrl] = useState('')
   const [generatedPath, setGeneratedPath] = useState('')
   const [hasCredentials, setHasCredentials] = useState(false)
   const [selectedCredentialId, setSelectedCredentialId] = useState<string | null>(null)
+  hasCredentialChanged = selectedCredentialId !== initialCredentialRef.current
   const [dynamicOptions, setDynamicOptions] = useState<
     Record<string, Array<{ id: string; name: string }>>
   >({})
+  const lastCredentialIdRef = useRef<string | null>(null)
+
+  // Reset provider-dependent config fields when credentials change
+  const resetFieldsForCredentialChange = () => {
+    setConfig((prev) => {
+      const next = { ...prev }
+      if (triggerDef.provider === 'gmail') {
+        if (Array.isArray(next.labelIds)) next.labelIds = []
+      } else if (triggerDef.provider === 'outlook') {
+        if (Array.isArray(next.folderIds)) next.folderIds = []
+      } else if (triggerDef.provider === 'airtable') {
+        if (typeof next.baseId === 'string') next.baseId = ''
+        if (typeof next.tableId === 'string') next.tableId = ''
+      }
+      return next
+    })
+  }
 
   // Initialize config with default values from trigger definition
   useEffect(() => {
@@ -79,35 +112,71 @@ export function TriggerModal({
     }
   }, [triggerDef.configFields, initialConfig])
 
-  // Monitor credential selection
+  // Monitor credential selection across collaborators; clear options on change/clear
   useEffect(() => {
     if (triggerDef.requiresCredentials && triggerDef.credentialProvider) {
-      // Check if credentials are selected by monitoring the sub-block store
       const checkCredentials = () => {
         const subBlockStore = useSubBlockStore.getState()
-        const credentialValue = subBlockStore.getValue(blockId, 'triggerCredentials')
-        const hasCredential = Boolean(credentialValue)
+        const credentialValue = subBlockStore.getValue(blockId, 'triggerCredentials') as
+          | string
+          | null
+        const currentCredentialId = credentialValue || null
+        const hasCredential = Boolean(currentCredentialId)
         setHasCredentials(hasCredential)
 
-        // If credential changed and it's a Gmail trigger, load labels
-        if (hasCredential && credentialValue !== selectedCredentialId) {
-          setSelectedCredentialId(credentialValue)
+        // If credential was cleared by another user, reset local state and dynamic options
+        if (!hasCredential) {
+          if (selectedCredentialId !== null) {
+            setSelectedCredentialId(null)
+          }
+          // Clear provider-specific dynamic options
+          setDynamicOptions({})
+          // Per requirements: only clear dependent selections on actual credential CHANGE,
+          // not when it becomes empty. So we do NOT reset fields here.
+          lastCredentialIdRef.current = null
+          return
+        }
+
+        // If credential changed, clear options immediately and load for new cred
+        const previousCredentialId = lastCredentialIdRef.current
+
+        // First detection (prev null → current non-null): do not clear selections
+        if (previousCredentialId === null) {
+          setSelectedCredentialId(currentCredentialId)
+          lastCredentialIdRef.current = currentCredentialId
+          if (typeof currentCredentialId === 'string') {
+            if (triggerDef.provider === 'gmail') {
+              void loadGmailLabels(currentCredentialId)
+            } else if (triggerDef.provider === 'outlook') {
+              void loadOutlookFolders(currentCredentialId)
+            }
+          }
+          return
+        }
+
+        // Real change (prev non-null → different non-null): clear dependent selections
+        if (
+          typeof currentCredentialId === 'string' &&
+          currentCredentialId !== previousCredentialId
+        ) {
+          setSelectedCredentialId(currentCredentialId)
+          lastCredentialIdRef.current = currentCredentialId
+          // Clear stale options before loading new ones
+          setDynamicOptions({})
+          // Clear any selected values that depend on the credential
+          resetFieldsForCredentialChange()
           if (triggerDef.provider === 'gmail') {
-            loadGmailLabels(credentialValue)
+            void loadGmailLabels(currentCredentialId)
           } else if (triggerDef.provider === 'outlook') {
-            loadOutlookFolders(credentialValue)
+            void loadOutlookFolders(currentCredentialId)
           }
         }
       }
 
       checkCredentials()
-
-      // Set up a subscription to monitor changes
       const unsubscribe = useSubBlockStore.subscribe(checkCredentials)
-
       return unsubscribe
     }
-    // If credentials aren't required, set to true
     setHasCredentials(true)
   }, [
     blockId,
@@ -176,18 +245,28 @@ export function TriggerModal({
 
     let finalPath = triggerPath
 
-    // If no path exists, generate one automatically
-    if (!finalPath) {
+    // If no path exists and we haven't generated one yet, generate one
+    if (!finalPath && !generatedPath) {
       // Use UUID format consistent with other webhooks
-      finalPath = crypto.randomUUID()
-      setGeneratedPath(finalPath)
+      const newPath = crypto.randomUUID()
+      setGeneratedPath(newPath)
+      finalPath = newPath
+    } else if (generatedPath && !triggerPath) {
+      // Use the already generated path
+      finalPath = generatedPath
     }
 
     if (finalPath) {
       const baseUrl = window.location.origin
       setWebhookUrl(`${baseUrl}/api/webhooks/trigger/${finalPath}`)
     }
-  }, [triggerPath, triggerDef.provider, triggerDef.requiresCredentials, triggerDef.webhook])
+  }, [
+    triggerPath,
+    generatedPath,
+    triggerDef.provider,
+    triggerDef.requiresCredentials,
+    triggerDef.webhook,
+  ])
 
   const handleConfigChange = (fieldId: string, value: any) => {
     setConfig((prev) => ({
@@ -357,10 +436,16 @@ export function TriggerModal({
               </Button>
               <Button
                 onClick={handleSave}
-                disabled={isSaving || !isConfigValid() || !hasConfigChanged}
+                disabled={
+                  isSaving ||
+                  !isConfigValid() ||
+                  (!(hasConfigChanged || hasCredentialChanged) && !!triggerId)
+                }
                 className={cn(
                   'h-10',
-                  isConfigValid() && hasConfigChanged ? 'bg-primary hover:bg-primary/90' : '',
+                  isConfigValid() && (hasConfigChanged || hasCredentialChanged || !triggerId)
+                    ? 'bg-primary hover:bg-primary/90'
+                    : '',
                   isSaving &&
                     'relative after:absolute after:inset-0 after:animate-pulse after:bg-white/20'
                 )}

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

@@ -172,6 +172,11 @@ export function TriggerConfig({
       // Map trigger ID to webhook provider name
       const webhookProvider = effectiveTriggerId.replace(/_webhook|_poller$/, '') // e.g., 'slack_webhook' -> 'slack', 'gmail_poller' -> 'gmail'
 
+      // Include selected credential from the modal (if any)
+      const selectedCredentialId =
+        (useSubBlockStore.getState().getValue(blockId, 'triggerCredentials') as string | null) ||
+        null
+
       // For credential-based triggers (like Gmail), create webhook entry for polling service but no webhook URL
       if (triggerDef.requiresCredentials && !triggerDef.webhook) {
         // Gmail polling service requires a webhook database entry to find the configuration
@@ -185,7 +190,10 @@ export function TriggerConfig({
             blockId,
             path: '', // Empty path - API will generate dummy path for Gmail
             provider: webhookProvider,
-            providerConfig: config,
+            providerConfig: {
+              ...config,
+              ...(selectedCredentialId ? { credentialId: selectedCredentialId } : {}),
+            },
           }),
         })
 
@@ -225,7 +233,10 @@ export function TriggerConfig({
           blockId,
           path,
           provider: webhookProvider,
-          providerConfig: config,
+          providerConfig: {
+            ...config,
+            ...(selectedCredentialId ? { credentialId: selectedCredentialId } : {}),
+          },
         }),
       })
 

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

@@ -17,11 +17,11 @@ import {
   TooltipContent,
   TooltipTrigger,
 } from '@/components/ui'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { JSONView } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/console/components'
 import { ConfigSection } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/webhook/components'
 
-const logger = new Logger('GmailConfig')
+const logger = createLogger('GmailConfig')
 
 const TOOLTIPS = {
   labels: 'Select which email labels to monitor.',

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

@@ -17,11 +17,11 @@ import {
   TooltipContent,
   TooltipTrigger,
 } from '@/components/ui'
-import { Logger } from '@/lib/logs/console/logger'
+import { createLogger } from '@/lib/logs/console/logger'
 import { JSONView } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/console/components'
 import { ConfigSection } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/webhook/components'
 
-const logger = new Logger('OutlookConfig')
+const logger = createLogger('OutlookConfig')
 
 interface OutlookFolder {
   id: string

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-depends-on-gate.ts

@@ -0,0 +1,54 @@
+'use client'
+
+import { useMemo } from 'react'
+import type { SubBlockConfig } from '@/blocks/types'
+import { useWorkflowRegistry } from '@/stores/workflows/registry/store'
+import { useSubBlockStore } from '@/stores/workflows/subblock/store'
+
+/**
+ * Centralized dependsOn gating for sub-block components.
+ * - Computes dependency values from the active workflow/block
+ * - Returns a stable disabled flag to pass to inputs and to guard effects
+ */
+export function useDependsOnGate(
+  blockId: string,
+  subBlock: SubBlockConfig,
+  opts?: { disabled?: boolean; isPreview?: boolean }
+) {
+  const disabledProp = opts?.disabled ?? false
+  const isPreview = opts?.isPreview ?? false
+
+  const activeWorkflowId = useWorkflowRegistry((s) => s.activeWorkflowId)
+
+  // Use only explicit dependsOn from block config. No inference.
+  const dependsOn: string[] = (subBlock.dependsOn as string[] | undefined) || []
+
+  const dependencyValues = useSubBlockStore((state) => {
+    if (dependsOn.length === 0) return [] as any[]
+    if (!activeWorkflowId) return dependsOn.map(() => null)
+    const workflowValues = state.workflowValues[activeWorkflowId] || {}
+    const blockValues = (workflowValues as any)[blockId] || {}
+    return dependsOn.map((depKey) => (blockValues as any)[depKey] ?? null)
+  }) as any[]
+
+  const depsSatisfied = useMemo(() => {
+    if (dependsOn.length === 0) return true
+    return dependencyValues.every((v) =>
+      typeof v === 'string' ? v.trim().length > 0 : v !== null && v !== undefined && v !== ''
+    )
+  }, [dependencyValues, dependsOn])
+
+  // Block everything except the credential field itself until dependencies are set
+  const blocked =
+    !isPreview && dependsOn.length > 0 && !depsSatisfied && subBlock.type !== 'oauth-input'
+
+  const finalDisabled = disabledProp || isPreview || blocked
+
+  return {
+    dependsOn,
+    dependencyValues,
+    depsSatisfied,
+    blocked,
+    finalDisabled,
+  }
+}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/hooks/use-foreign-credential.ts

@@ -0,0 +1,50 @@
+import { useEffect, useMemo, useState } from 'react'
+
+export function useForeignCredential(
+  provider: string | undefined,
+  credentialId: string | undefined
+) {
+  const [isForeign, setIsForeign] = useState<boolean>(false)
+  const [loading, setLoading] = useState<boolean>(false)
+  const [error, setError] = useState<string | null>(null)
+
+  const normalizedProvider = useMemo(() => (provider || '').toString(), [provider])
+  const normalizedCredentialId = useMemo(() => credentialId || '', [credentialId])
+
+  useEffect(() => {
+    let cancelled = false
+    async function check() {
+      setLoading(true)
+      setError(null)
+      try {
+        if (!normalizedCredentialId) {
+          if (!cancelled) setIsForeign(false)
+          return
+        }
+        const res = await fetch(
+          `/api/auth/oauth/credentials?provider=${encodeURIComponent(normalizedProvider)}`
+        )
+        if (!res.ok) {
+          if (!cancelled) setIsForeign(true)
+          return
+        }
+        const data = await res.json()
+        const isOwn = (data.credentials || []).some((c: any) => c.id === normalizedCredentialId)
+        if (!cancelled) setIsForeign(!isOwn)
+      } catch (e) {
+        if (!cancelled) {
+          setIsForeign(true)
+          setError((e as Error).message)
+        }
+      } finally {
+        if (!cancelled) setLoading(false)
+      }
+    }
+    void check()
+    return () => {
+      cancelled = true
+    }
+  }, [normalizedProvider, normalizedCredentialId])
+
+  return { isForeignCredential: isForeign, loading, error }
+}