fix(search): preserve transcript details and account search

Author: waleedlatif1

apps/sim/app/o/[organizationId]/integrations/live-member-integrations.tsx

@@ -66,6 +66,12 @@ export function LiveMemberIntegrations({ organizationId, search }: LiveMemberInt
     (data.viewerMcpAccounts ?? []).filter(
       (account) => mcpProviders.get(account.mcpServerId) === provider
     )
+  const accountsForProvider = (provider: string) =>
+    liveSearchMcpConnector(provider)
+      ? mcpAccounts(provider)
+      : (data.viewerAccounts ?? []).filter(
+          (account) => liveSearchProviderForCredential(account.providerId) === provider
+        )
   const available = LIVE_SEARCH_SOURCE_TYPES.filter(
     ([provider]) =>
       LIVE_SEARCH_SCOPE_FIELDS[provider] &&
@@ -77,8 +83,7 @@ export function LiveMemberIntegrations({ organizationId, search }: LiveMemberInt
   )
   const query = search.trim().toLowerCase()
   const visible = available.filter(([provider, meta]) =>
-    `${provider} ${meta.name} ${(data.viewerAccounts ?? [])
-      .filter((account) => liveSearchProviderForCredential(account.providerId) === provider)
+    `${provider} ${meta.name} ${accountsForProvider(provider)
       .map((account) => account.displayName)
       .join(' ')}`
       .toLowerCase()
@@ -120,11 +125,7 @@ export function LiveMemberIntegrations({ organizationId, search }: LiveMemberInt
               (server) => server.managedConnectorId === provider && server.enabled
             )
           : undefined
-        const accounts = liveSearchMcpConnector(provider)
-          ? mcpAccounts(provider)
-          : (data.viewerAccounts ?? []).filter(
-              (account) => liveSearchProviderForCredential(account.providerId) === provider
-            )
+        const accounts = accountsForProvider(provider)
         const ready =
           group?.status === 'active' &&
           Boolean(option || server) &&

apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.test.tsx

@@ -250,6 +250,7 @@ describe('live search administration', () => {
     mockAccounts.mockReturnValue({
       data: {
         credentialGroup: {
+          status: 'active',
           options: [{ provider: 'jira', status: 'active', configurationStatus: 'ready' }],
         },
       },

apps/sim/lib/sim-search/live/granola-mcp.ts

@@ -1,4 +1,4 @@
-import { toArray, toRecord } from '@sim/utils/object'
+import { isRecordLike, toArray, toRecord } from '@sim/utils/object'
 import { load } from 'cheerio'
 import { nativeText } from '@/lib/sim-search/live/dates'
 import { NativeSearchError, string } from '@/lib/sim-search/live/http'
@@ -305,7 +305,13 @@ export async function readGranolaMcp(
           'unavailable',
           'Granola returned a different meeting transcript.'
         )
-      const content = plainText(payload.transcript ?? payload.text ?? result)
+      const value = payload.transcript ?? payload.text ?? result
+      const content =
+        typeof value === 'string'
+          ? value
+          : Array.isArray(value) || isRecordLike(value)
+            ? JSON.stringify(value)
+            : ''
       if (content) transcript = `Transcript\n${content}`
     } catch (error) {
       if (!(error instanceof NativeSearchError) || error.status === 'reconnect') throw error

apps/sim/lib/sim-search/live/meeting-mcp.test.ts

@@ -100,6 +100,54 @@ describe('meeting MCP provider wire contracts', () => {
     expect(document.content.length).toBeLessThanOrEqual(200_000)
   })
 
+  it.each(['segments', 'record'] as const)(
+    'preserves supplied Granola %s speaker, audio source, and transcript details',
+    async (shape) => {
+      const segments = [
+        { speaker: 'Speaker A', source: 'System audio', text: 'The rollout needs approval.' },
+        { source: 'Microphone', text: 'I will check the rollback procedure.' },
+      ]
+      const transcript =
+        shape === 'segments' ? segments : { segments, recorder: 'Recorder Example' }
+      const client: ManagedSearchMcpClient = {
+        async call(name) {
+          if (name === 'get_meetings')
+            return {
+              meetings: [
+                { id: meetingId, title: 'Synthetic planning', notes: 'Approval is pending.' },
+              ],
+            }
+          return { meeting_id: meetingId, transcript }
+        },
+      }
+      const document = await readGranolaMcp(client, meetingId)
+      expect(document.content).toContain('Speaker A')
+      expect(document.content).toContain('System audio')
+      expect(document.content).toContain('Microphone')
+      expect(document.content).toContain('The rollout needs approval.')
+      expect(document.content).toContain('I will check the rollback procedure.')
+      if (shape === 'record') expect(document.content).toContain('Recorder Example')
+    }
+  )
+
+  it('keeps legacy Granola transcript labels and wording unchanged', async () => {
+    const transcript =
+      '[00:01] Speaker A (System audio): The rollout needs approval.\n[00:03] Microphone: I will check.'
+    const client: ManagedSearchMcpClient = {
+      async call(name) {
+        if (name === 'get_meetings')
+          return {
+            meetings: [
+              { id: meetingId, title: 'Synthetic planning', notes: 'Approval is pending.' },
+            ],
+          }
+        return { meeting_id: meetingId, transcript }
+      },
+    }
+    const document = await readGranolaMcp(client, meetingId)
+    expect(document.content).toContain(transcript)
+  })
+
   it('fails on unknown Fireflies list formats rather than claiming zero matches', async () => {
     const client = {
       async call() {

apps/sim/scripts/test-search-discussions-live.ts

@@ -287,7 +287,10 @@ async function runQuery(test: QueryCase) {
       const expected = page.documents.find((document) => document.id === test.expectedId)
       assert.ok(expected, 'Expected discussion result missing')
       const oracle = oracleRows.find((row) => string(row.number) === test.expectedId)
-      const matches = array(oracle?.text_matches).filter((match) => string(match.fragment))
+      const matches = array(oracle?.text_matches).filter((match) => {
+        const type = string(match.object_type)
+        return (type === 'IssueComment' || type === 'ReviewComment') && string(match.fragment)
+      })
       assert.ok(matches.length, 'Oracle did not supply a matched discussion fragment')
       for (const match of matches) {
         assert.ok(