feat(forking): resource copying UX to help with setup speed (#5294)

* feat(forking): resource copying UX to help with setup speed

* update UX nits

* address comments

* fix canonical modes and dependson behaviour in tool input

* fix skill memory bounding;

Author: icecrasher321

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

@@ -5,7 +5,7 @@ import { parseRequest } from '@/lib/api/server'
 import { getSession } from '@/lib/auth'
 import { withRouteHandler } from '@/lib/core/utils/with-route-handler'
 import { listSurfacedBackgroundWork } from '@/lib/workspaces/fork/background-work/store'
-import { checkWorkspaceAccess } from '@/lib/workspaces/permissions/utils'
+import { assertWorkspaceAdminAccess } from '@/lib/workspaces/fork/lineage/authz'
 
 export const GET = withRouteHandler(
   async (req: NextRequest, context: { params: Promise<{ id: string }> }) => {
@@ -18,13 +18,9 @@ export const GET = withRouteHandler(
     if (!parsed.success) return parsed.response
     const { id } = parsed.data.params
 
-    const access = await checkWorkspaceAccess(id, session.user.id)
-    if (!access.exists) {
-      return NextResponse.json({ error: 'Workspace not found' }, { status: 404 })
-    }
-    if (!access.canAdmin) {
-      return NextResponse.json({ error: 'Forbidden' }, { status: 403 })
-    }
+    // The fork Activity feed is a fork feature: gate it behind the same forking-enabled +
+    // workspace-admin check the other fork routes use, instead of a bare access check.
+    await assertWorkspaceAdminAccess(id, session.user.id)
 
     const rows = await listSurfacedBackgroundWork(db, id)
     return NextResponse.json({

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

@@ -1,4 +1,6 @@
 import { db } from '@sim/db'
+import { workflow } from '@sim/db/schema'
+import { eq } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { getForkDiffContract } from '@/lib/api/contracts/workspace-fork'
 import { parseRequest } from '@/lib/api/server'
@@ -16,6 +18,8 @@ import {
   forkDependentValueKey,
   loadForkDependentValues,
 } from '@/lib/workspaces/fork/mapping/dependent-value-store'
+import { listForkResourceCandidates } from '@/lib/workspaces/fork/mapping/resources'
+import { collectForkClearedRefCandidates } from '@/lib/workspaces/fork/promote/cleared-refs'
 import { computeForkPromotePlan } from '@/lib/workspaces/fork/promote/promote-plan'
 import { buildForkBlockIdResolver } from '@/lib/workspaces/fork/remap/block-identity'
 import { readTargetDraftDependentValue } from '@/lib/workspaces/fork/remap/remap-references'
@@ -63,10 +67,17 @@ export const GET = withRouteHandler(
     const replaceTargetIds = plan.items
       .filter((item) => item.mode === 'replace')
       .map((item) => item.targetWorkflowId)
-    const [storedValues, targetDraftByWorkflow] = await Promise.all([
-      loadForkDependentValues(db, auth.edge.childWorkspaceId, replaceTargetIds),
-      loadTargetDraftSubBlocks(db, replaceTargetIds),
-    ])
+    const [storedValues, targetDraftByWorkflow, sourceCandidates, sourceWorkflowRows] =
+      await Promise.all([
+        loadForkDependentValues(db, auth.edge.childWorkspaceId, replaceTargetIds),
+        loadTargetDraftSubBlocks(db, replaceTargetIds),
+        // Source resource labels (per kind) + workflow names, for the cleared-ref list's display.
+        listForkResourceCandidates(db, auth.sourceWorkspaceId),
+        db
+          .select({ id: workflow.id, name: workflow.name })
+          .from(workflow)
+          .where(eq(workflow.workspaceId, auth.sourceWorkspaceId)),
+      ])
     const storedByKey = new Map(
       storedValues.map((entry) => [
         forkDependentValueKey(entry.targetWorkflowId, entry.targetBlockId, entry.subBlockKey),
@@ -108,6 +119,24 @@ export const GET = withRouteHandler(
         ),
     }))
 
+    // References this sync will blank in the target (per block/field), for the pre-sync cleared-ref
+    // list. Labels resolve from the source candidate lists + workflow names loaded above.
+    const sourceLabels = new Map<string, string>()
+    for (const [kind, candidates] of Object.entries(sourceCandidates)) {
+      for (const candidate of candidates)
+        sourceLabels.set(`${kind}:${candidate.id}`, candidate.label)
+    }
+    const sourceWorkflowNames = new Map(sourceWorkflowRows.map((row) => [row.id, row.name]))
+    const clearedRefs = collectForkClearedRefCandidates({
+      items: plan.items,
+      sourceStates,
+      resolver: plan.resolver,
+      workflowIdMap: plan.workflowIdMap,
+      resolveBlockId,
+      sourceLabels,
+      sourceWorkflowNames,
+    })
+
     const toRef = (reference: (typeof plan.unmappedRequired)[number]) => ({
       kind: reference.kind,
       sourceId: reference.sourceId,
@@ -155,6 +184,8 @@ export const GET = withRouteHandler(
       inlineSecretSources: plan.inlineSecretSources,
       dependentReconfigs,
       resourceUsages: collectForkResourceUsages(plan.items, sourceStates),
+      copyableUnmapped: plan.copyableUnmapped,
+      clearedRefs,
     })
   }
 )

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

@@ -25,7 +25,7 @@ export const POST = withRouteHandler(
     const parsed = await parseRequest(promoteForkContract, req, context)
     if (!parsed.success) return parsed.response
     const { id } = parsed.data.params
-    const { otherWorkspaceId, direction, dependentValues } = parsed.data.body
+    const { otherWorkspaceId, direction, dependentValues, copyResources } = parsed.data.body
 
     const auth = await assertCanPromote(id, otherWorkspaceId, direction, session.user.id)
 
@@ -36,6 +36,7 @@ export const POST = withRouteHandler(
       direction,
       userId: session.user.id,
       dependentValues,
+      copyResources,
       requestId,
     })
 

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

@@ -39,7 +39,7 @@ export const POST = withRouteHandler(
         knowledgeBases: copy?.knowledgeBases ?? [],
         customTools: copy?.customTools ?? [],
         skills: copy?.skills ?? [],
-        mcpServers: copy?.mcpServers ?? [],
+        workflowMcpServers: copy?.workflowMcpServers ?? [],
       },
       requestId,
     })

apps/sim/app/workspace/[workspaceId]/files/components/file-viewer/rich-markdown-editor/mention/use-editor-mentions.ts

@@ -5,6 +5,8 @@ import { useMarkdownMentions } from './use-markdown-mentions'
 interface UseEditorMentionsOptions {
   /** Whether a chip can Cmd/Ctrl-click to its resource. On for the file viewer, off in modal fields. */
   navigable?: boolean
+  /** Force the `@` insertion menu off even with a workspace; existing tags still render. */
+  disableTagging?: boolean
 }
 
 /**
@@ -20,17 +22,18 @@ export function useEditorMentions(
   const [active, setActive] = useState(false)
   const items = useMarkdownMentions(workspaceId, { enabled: active })
   const navigable = options?.navigable ?? false
+  const disableTagging = options?.disableTagging ?? false
 
   useEffect(() => {
     if (!editor) return
-    const hasWorkspace = Boolean(workspaceId)
-    editor.storage.mention.enabled = hasWorkspace
+    const taggingOn = Boolean(workspaceId) && !disableTagging
+    editor.storage.mention.enabled = taggingOn
     editor.storage.mention.navigable = navigable
-    editor.storage.mention.onOpen = hasWorkspace ? () => setActive(true) : null
+    editor.storage.mention.onOpen = taggingOn ? () => setActive(true) : null
     return () => {
       editor.storage.mention.onOpen = null
     }
-  }, [editor, workspaceId, navigable])
+  }, [editor, workspaceId, navigable, disableTagging])
 
   useEffect(() => {
     editor?.storage.mention.store.set(items)

apps/sim/app/workspace/[workspaceId]/files/components/file-viewer/rich-markdown-editor/rich-markdown-editor.tsx

@@ -56,6 +56,8 @@ interface RichMarkdownEditorProps {
   streamIsIncremental?: boolean
   disableStreamingAutoScroll?: boolean
   previewContextKey?: string
+  /** Disable the `@` tag-insertion menu (existing tags still render). Defaults off — the file editor keeps tagging. */
+  disableTagging?: boolean
 }
 
 /** Inline WYSIWYG markdown editor: agent output streams in read-only, then the same instance becomes editable on settle. */
@@ -72,6 +74,7 @@ export const RichMarkdownEditor = memo(function RichMarkdownEditor({
   streamIsIncremental,
   disableStreamingAutoScroll = false,
   previewContextKey,
+  disableTagging,
 }: RichMarkdownEditorProps) {
   const {
     content,
@@ -113,6 +116,7 @@ export const RichMarkdownEditor = memo(function RichMarkdownEditor({
       autoFocus={autoFocus}
       streamIsIncremental={streamIsIncremental}
       disableStreamingAutoScroll={disableStreamingAutoScroll}
+      disableTagging={disableTagging}
       onChange={setDraftContent}
       onSaveShortcut={saveImmediately}
     />
@@ -131,6 +135,7 @@ interface LoadedRichMarkdownEditorProps {
   /** See {@link RichMarkdownEditorProps.streamIsIncremental}. */
   streamIsIncremental?: boolean
   disableStreamingAutoScroll?: boolean
+  disableTagging?: boolean
   onChange: (markdown: string) => void
   onSaveShortcut: () => Promise<void>
 }
@@ -155,6 +160,7 @@ export function LoadedRichMarkdownEditor({
   autoFocus,
   streamIsIncremental,
   disableStreamingAutoScroll,
+  disableTagging,
   onChange,
   onSaveShortcut,
 }: LoadedRichMarkdownEditorProps) {
@@ -339,7 +345,7 @@ export function LoadedRichMarkdownEditor({
     }
   }, [editor])
 
-  useEditorMentions(editor, workspaceId, { navigable: true })
+  useEditorMentions(editor, workspaceId, { navigable: true, disableTagging })
 
   const wasStreamingRef = useRef(streamingAtMountRef.current)
 

apps/sim/app/workspace/[workspaceId]/files/components/file-viewer/rich-markdown-editor/rich-markdown-field.tsx

@@ -38,6 +38,8 @@ interface RichMarkdownFieldProps {
   error?: boolean
   /** Enables the `@` mention menu scoped to this workspace. Omit to disable mentions. */
   workspaceId?: string
+  /** Force the `@` tag-insertion menu off even with a workspace set (existing tags still render). */
+  disableTagging?: boolean
   /**
    * Intercepts a plain-text paste before the editor handles it. Return `true` to consume the paste
    * (e.g. a full document the host destructures elsewhere); `false` to fall through to normal
@@ -62,6 +64,7 @@ function LoadedRichMarkdownField({
   maxHeight = 360,
   error = false,
   workspaceId,
+  disableTagging,
   onPasteText,
 }: RichMarkdownFieldProps) {
   const containerRef = useRef<HTMLDivElement>(null)
@@ -166,7 +169,7 @@ function LoadedRichMarkdownField({
     if (editor.isEditable !== !disabled) editor.setEditable(!disabled)
   }, [editor, value, isStreaming, disabled])
 
-  useEditorMentions(editor, workspaceId)
+  useEditorMentions(editor, workspaceId, { disableTagging })
 
   return (
     <div

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

@@ -147,6 +147,7 @@ export function VersionDescriptionModal({
               isStreaming={isGenerating}
               error={description.length > MAX_DESCRIPTION_LENGTH}
               workspaceId={workspaceId}
+              disableTagging
             />
           </ChipModalField>
           <ChipModalError>

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/param-dependents.test.ts

@@ -0,0 +1,106 @@
+/**
+ * @vitest-environment node
+ */
+import { beforeEach, describe, expect, it, vi } from 'vitest'
+import { clearDependentToolParams } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/param-dependents'
+import { getBlock } from '@/blocks/registry'
+import type { BlockConfig, SubBlockConfig } from '@/blocks/types'
+
+const blockWith = (subBlocks: SubBlockConfig[]): BlockConfig =>
+  ({ name: 'Tool', description: '', subBlocks, outputs: {} }) as unknown as BlockConfig
+
+describe('clearDependentToolParams', () => {
+  beforeEach(() => {
+    vi.clearAllMocks()
+  })
+
+  it('clears a non-empty dependent when its parent changes', () => {
+    vi.mocked(getBlock).mockReturnValue(
+      blockWith([
+        { id: 'credential', title: 'Credential', type: 'oauth-input' },
+        { id: 'folder', title: 'Label', type: 'folder-selector', dependsOn: ['credential'] },
+      ])
+    )
+    const result = clearDependentToolParams(
+      'gmail',
+      { credential: 'cred-2', folder: 'INBOX' },
+      'credential'
+    )
+    expect(result.folder).toBe('')
+    // The changed param itself is untouched.
+    expect(result.credential).toBe('cred-2')
+  })
+
+  it('clears transitively (a grandchild dependent is also cleared)', () => {
+    vi.mocked(getBlock).mockReturnValue(
+      blockWith([
+        { id: 'credential', title: 'Credential', type: 'oauth-input' },
+        { id: 'folder', title: 'Label', type: 'folder-selector', dependsOn: ['credential'] },
+        { id: 'thread', title: 'Thread', type: 'short-input', dependsOn: ['folder'] },
+      ])
+    )
+    const result = clearDependentToolParams(
+      'gmail',
+      { credential: 'cred-2', folder: 'INBOX', thread: 't-1' },
+      'credential'
+    )
+    expect(result.folder).toBe('')
+    expect(result.thread).toBe('')
+  })
+
+  it('clears a dependent when a canonical-pair member changes (advanced member, dependent on the canonical id)', () => {
+    vi.mocked(getBlock).mockReturnValue(
+      blockWith([
+        {
+          id: 'credential',
+          title: 'Credential',
+          type: 'oauth-input',
+          canonicalParamId: 'credential',
+          mode: 'basic',
+        },
+        {
+          id: 'manualCredential',
+          title: 'Credential ID',
+          type: 'short-input',
+          canonicalParamId: 'credential',
+          mode: 'advanced',
+        },
+        { id: 'folder', title: 'Label', type: 'folder-selector', dependsOn: ['credential'] },
+      ])
+    )
+    const result = clearDependentToolParams(
+      'gmail',
+      { manualCredential: 'mc-2', folder: 'INBOX' },
+      'manualCredential'
+    )
+    // The shared walk expands the canonical group, so an advanced-member change clears the dependent.
+    expect(result.folder).toBe('')
+  })
+
+  it('leaves an already-empty dependent and a non-dependent param untouched (same reference)', () => {
+    vi.mocked(getBlock).mockReturnValue(
+      blockWith([
+        { id: 'credential', title: 'Credential', type: 'oauth-input' },
+        { id: 'folder', title: 'Label', type: 'folder-selector', dependsOn: ['credential'] },
+        { id: 'subject', title: 'Subject', type: 'short-input' },
+      ])
+    )
+    const params = { credential: 'cred-2', folder: '', subject: 'keep' }
+    const result = clearDependentToolParams('gmail', params, 'credential')
+    // The only dependent is already empty, so nothing changes - the same reference is returned.
+    expect(result).toBe(params)
+    expect(result.subject).toBe('keep')
+  })
+
+  it('returns equivalent params when the changed param has no dependents', () => {
+    vi.mocked(getBlock).mockReturnValue(
+      blockWith([
+        { id: 'credential', title: 'Credential', type: 'oauth-input' },
+        { id: 'subject', title: 'Subject', type: 'short-input' },
+      ])
+    )
+    const params = { credential: 'cred-2', subject: 'hello' }
+    const result = clearDependentToolParams('gmail', params, 'subject')
+    expect(result).toBe(params)
+  })
+})

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/param-dependents.ts

@@ -0,0 +1,25 @@
+import { getWorkflowSearchDependentClears } from '@/lib/workflows/search-replace/dependencies'
+import { getBlock } from '@/blocks/registry'
+
+/**
+ * Clear every TRANSITIVE `dependsOn` descendant of `changedParamId` in a nested tool's params,
+ * mirroring the top-level block clear (`use-collaborative-workflow`). Reuses the shared
+ * {@link getWorkflowSearchDependentClears} walk - transitive BFS plus canonical-pair expansion, so a
+ * basic OR advanced member change clears the dependent - so both surfaces clear identically. Only
+ * descendants that currently hold a non-empty value are reset to `''`; the changed param itself and
+ * non-descendants are untouched. Returns the same reference when nothing changed.
+ */
+export function clearDependentToolParams(
+  toolType: string,
+  params: Record<string, string>,
+  changedParamId: string
+): Record<string, string> {
+  const subBlocks = getBlock(toolType)?.subBlocks ?? []
+  let next: Record<string, string> | null = null
+  for (const { subBlockId } of getWorkflowSearchDependentClears(subBlocks, changedParamId)) {
+    if (!params[subBlockId]) continue
+    next ??= { ...params }
+    next[subBlockId] = ''
+  }
+  return next ?? params
+}