v0.9.12: Power BI integration, library articles, chat fork speedups

.agents/skills/add-block-preview/SKILL.md

@@ -53,7 +53,7 @@ To pull an already-GA block from discovery surfaces on hosted (incident, depreca
 - **Clone-not-remove:** gated blocks stay in `getAllBlocks()` output as clones with `hideFromToolbar: true` — `.find`-by-type consumers rely on this. Never filter them out.
 - **Keys are registry block types.** Never `custom_block_*` (parse drops them — custom blocks have their own enabled/disabled lifecycle).
 - **The shared hidden-predicate is `isHiddenUnder`** (`apps/sim/blocks/visibility/context.ts`). Never restate the preview/disabled rule inline at a new consumer.
-- **Process-global caches stay ungated.** Shared builders such as `getExposedIntegrationTools` (`lib/integrations/tool-catalog.ts`) build the ungated universe; per-viewer filtering happens at consumer time via `isHiddenUnder`. Never move gating into a shared builder.
+- **Process-global caches stay ungated.** Shared builders such as `getExposedIntegrationTools` (`apps/sim/lib/integrations/tool-catalog.ts`) build the ungated universe; per-viewer filtering happens at consumer time via `isHiddenUnder`. Never move gating into a shared builder.
 - Gating is **surface hiding, not secrecy** — the full config ships in the client JS bundle. Anything truly secret cannot be a registered block.
 
 ## Tests

.agents/skills/add-block/SKILL.md

@@ -310,7 +310,7 @@ When several fields are mutually exclusive alternatives, mark them all `required
 other paths ever get a chance to supply the value.
 
 **Constraints (block-wide):**
-- `canonicalParamId` must not equal any subblock `id` in the block.
+- `canonicalParamId` may equal only the `id` of a member of its own group, as `channel` does in the canonicalParamId Pattern below; it must never equal any other subblock's `id`. (`blocks.test.ts` enforces the case of a subblock with no `canonicalParamId`.)
 - One canonical id links exactly one basic/advanced pair for one logical parameter. Groups are keyed by canonical id across every subblock and hold one `basicId`, so two operations that each need a pair need two canonical ids.
 - All members of a group share the same `required` status.
 
@@ -562,6 +562,11 @@ Use `wandConfig` on fields that are hard to fill by hand — timestamps (`genera
 
 ## Tools Configuration
 
+**Write operation ids and tool ids as string literals** in the `operation` dropdown `options` and
+`tools.access`, never through constants (`id: SEARCH`, `access: [SEARCH]`). `scripts/generate-docs.ts`
+reads them from source with regexes, so a constant parses as empty: the docs page loses its whole
+Actions section and the integration catalog ships blank operation descriptions, with no check failing.
+
 **Preferred:** Use tool names directly as dropdown option IDs to avoid switch cases:
 ```typescript
 // Dropdown options use tool IDs directly

.agents/skills/add-connector/SKILL.md

@@ -214,7 +214,7 @@ The user sees a toggle button (ArrowLeftRight) to switch between the selector dr
 
 1. **Every selector field MUST have a canonical pair** — a corresponding `short-input` (or `dropdown`) field with the same `canonicalParamId` and `mode: 'advanced'`.
 2. **`required` must be set identically on both fields** in a pair. If the selector is required, the manual input must also be required.
-3. **`canonicalParamId` must match the key the connector expects in `sourceConfig`** (e.g. `baseId`, `channel`, `teamId`). The advanced field's `id` should typically match `canonicalParamId` (connector config fields differ from block subBlocks here; the block rule that `canonicalParamId` must not equal a subblock id does not apply).
+3. **`canonicalParamId` must match the key the connector expects in `sourceConfig`** (e.g. `baseId`, `channel`, `teamId`). The advanced field's `id` should typically match `canonicalParamId` (connector config fields differ from block subBlocks here; the block rule that `canonicalParamId` must not equal the id of a subblock without a `canonicalParamId` does not apply).
 4. **`dependsOn` references the selector field's `id`**, not the `canonicalParamId`. The modal propagates dependency clearing across canonical siblings automatically — changing either field in a parent pair clears dependent children.
 
 ### Selector canonical pair example (Airtable base → table cascade)

.agents/skills/add-settings-page/SKILL.md

@@ -46,11 +46,12 @@ Each grep lists candidates; review every match against the expected ones named b
 
 1. Find hand-rolled shells that should be `SettingsPanel`:
    `git grep -n "flex h-full flex-col bg-\[var(--bg)\]" -- 'apps/sim/**/settings/**' 'apps/sim/ee/'`
-   — expected matches: the workspace and organization `settings/layout.tsx` shells, the shared
-   header shell (`components/settings/settings-header.tsx`), `CredentialDetailLayout` (the
-   `settings/secrets/[credentialId]` exception), or an entitlement/loading gate. A detail
-   sub-view is never a match: it passes `back={{ text, icon: ArrowLeft, onSelect }}` to
-   `SettingsPanel`. Anything else is a violation: render it through `SettingsPanel`.
+   — expected matches: the workspace and organization `settings/layout.tsx` shells and the
+   shared header shell (`components/settings/settings-header.tsx`); an entitlement/loading gate
+   is also fine. `CredentialDetailLayout` (the `settings/secrets/[credentialId]` exception) is
+   an exempt hand-rolled shell outside these pathspecs. A detail sub-view is never a match: it
+   passes `back={{ text, icon: ArrowLeft, onSelect }}` to `SettingsPanel`. Anything else is a
+   violation: render it through `SettingsPanel`.
 2. Find hand-rolled title blocks:
    `git grep -n "text-\[var(--text-body)\] text-lg" -- 'apps/sim/**/settings/**' 'apps/sim/ee/'`
    — the only title is the `<h1>` in `settings-header.tsx`; a non-heading value at that size

.agents/skills/babysit/SKILL.md

@@ -88,9 +88,10 @@ conditions freshly after every push.
    across all pages has `isResolved: true`, and every check has finished and passed, stop —
    report the outcome (see "Reporting" below) and skip the rest of this list.
 
-2. **If the PR has a merge conflict**, resolve it with step 6 (its rebase-based sync flow and
-   the `/ship` gates; a merge commit would be discarded by that rebase), then steps 7–8: push
-   with `--force-with-lease` and re-trigger review.
+2. **If the PR has a merge conflict**, rebase rather than merge (step 6's rebase would discard a
+   merge commit): `git fetch origin staging && git rebase origin/staging`, resolve each conflict
+   and `git rebase --continue` until the rebase finishes. Then run step 6 (the sync check and the
+   `/ship` gates), then steps 7–8: push with `--force-with-lease` and re-trigger review.
 
 3. **If no review has run yet** (fresh PR, no bot comments): both run automatically on PR open —
    confirm via `gh pr checks <n>` (look for `Greptile Review` and `cubic · AI code reviewer`) and

.agents/skills/ship/SKILL.md

@@ -45,7 +45,7 @@ When the user runs `/ship`:
   - Then run root `bun run test` from the repo root. It chains `test:scripts` (the `scripts/*.test.ts` suite CI runs) before every workspace suite; workspace-scoped runs skip it, which is how a `scripts/check-*.test.ts` failure has reached CI. A failing test aborts ship.
 5. **Run migration safety** — only if the diff touches `packages/db/migrations/**` or `packages/db/schema.ts`:
   - Run `/db-migrate` to review the migration for zero-downtime safety (expand/contract phasing, backward-compatibility with the deployed app version).
-  - `cd packages/db && bunx drizzle-kit generate && git status --porcelain ./migrations` must print nothing (CI's schema/migration sync step).
+  - `(cd packages/db && bunx drizzle-kit generate && git status --porcelain ./migrations)` must print nothing (CI's schema/migration sync step).
   - `bun run check:migrations origin/staging` must pass (staging is the PR base). Do not silence a flagged statement with a `-- migration-safe:` annotation unless `/db-migrate` confirmed the old code no longer depends on it; otherwise split the destructive change into a later deploy.
 6. **Run pre-ship checks** from the repo root before staging. This has two phases: first **regenerate** every committed artifact so generated files never drift into a CI failure (this is what catches things like `agent-stream-docs` going stale after a `models.ts` edit), then run the **full audit suite** CI's `Lint and Test` job enforces. Both phases parallelize — but only across commands that write **disjoint** outputs — and a bare `wait` swallows child exit codes, so both phases below explicitly collect each job's status and abort ship if any failed.
 
@@ -78,12 +78,13 @@ When the user runs `/ship`:
   # Runs every audit CI runs, concurrently, and replays the output of any that fail.
   # The audit list is derived in scripts/run-audits.ts — do not hand-list audits here.
   bun run check:audits || { echo "❌ audit(s) failed — do not ship"; exit 1; }
+  bun run type-check || { echo "❌ type-check failed — do not ship"; exit 1; }
   # CI's "Verify docs manifest is in sync" step is not a `check:*` script, so the runner above
   # does not cover it. (CI's "Security audit" `bun audit` step is `continue-on-error` — advisory
   # only, not a gate — so it is deliberately not run here.)
   bun run docs-manifest:check || { echo "❌ docs manifest out of sync — do not ship"; exit 1; }
   ```
-  If Phase A regenerated a file, its matching `:check` in Phase B now passes trivially — that parity is the point. Do not ship with any generator or audit failing; fix the cause (never silence it) and re-run. `check:migrations` and `type-check` are covered by steps 5 and CI respectively and are not repeated here.
+  If Phase A regenerated a file, its matching `:check` in Phase B now passes trivially — that parity is the point. Do not ship with any generator or audit failing; fix the cause (never silence it) and re-run. `check:migrations` is covered by step 5 and is not repeated here.
 7. **Stage and commit** the changes with the generated message — including any files Phase A regenerated in step 6
 8. **Push to origin** using the current branch name — `--force-with-lease` if step 2's sync
    check did any history rewrite (a clean rebase or a cherry-pick rebuild) on a branch that had

.claude/rules/sim-components.md

@@ -40,7 +40,7 @@ When rendering or sorting a list of rows against a lookup collection (members, f
 react-doctor diagnostics are hypotheses, not verdicts — confirm against the code before acting, and preserve behavior. Known repo-specific false positives to NOT "fix":
 
 - `no-barrel-import` — barrel imports are the repo convention (see sim-imports.md, "Barrel Exports"). Keep them.
-- `js-tosorted-immutable` — won't-fix anywhere; `check:utils` bans the ES2023 array methods repo-wide.
+- `js-tosorted-immutable` — won't-fix anywhere; `tsc` rejects the ES2023 array methods, because no tsconfig raises `lib` past ES2022.
 - `rerender-state-only-in-handlers` / "state set but never rendered" — a false positive when the `useState` is consumed by a `useEffect`/`useLayoutEffect` dependency (the effect must re-run on change). Only convert to a ref when nothing reads the value reactively.
 - `no-render-in-render` — a helper *called inline* (`{renderRow()}`) is reconciled by position and does **not** remount, so extracting it to a component is usually pure churn and can regress behavior (prop-drilling many closures, focus/scroll loss on the inner `<input>`). Apply it only when the helper is genuinely a *component defined during render*, or when the move is mechanical (a stateless, ref-free helper whose closures become a small, explicit prop set).
 - `async-await-in-loop` on an upload/progress loop where sequential execution is intentional (per-item progress, server backpressure) — leave it.

.claude/rules/sim-integrations.md

@@ -17,7 +17,7 @@ The full authoring instructions — tool/block/icon/trigger scaffolding, SubBloc
 - Tool IDs and the two registration/coercion rules are in the root `CLAUDE.md` → Integrations. `blocks/registry.ts` holds only the accessor functions; triggers register in `triggers/registry.ts`.
 - Give every subblock a unique `id`: duplicates collide silently (the last definition wins). `blocks.test.ts` fails a duplicate within one condition unless the copies are a basic/advanced mode-swap pair, one basic plus trigger-mode copies, or all carry `canonicalParamId`. The only sanctioned cross-condition reuse is the hosted-key `apiKey` pair (`/add-hosted-key`), where both fields deliberately share one value.
 - Keep block outputs aligned with what the referenced tools actually return, and block `tools.access` aligned with the registered tool IDs.
-- `canonicalParamId` must NOT match the `id` of a subblock that has no `canonicalParamId` (a group member may share it, as the `add-block` skill's `channel` example does), must be unique **block-wide** (groups are keyed by canonical id across every subblock and hold exactly one `basicId`, so two operations that each need a pair need two different canonical ids), and all subblocks in a canonical group must share the same `required` status. The `inputs` section and the params function reference canonical IDs, not raw subblock IDs — the serializer deletes the subblock IDs and republishes the active member's value under the canonical ID.
+- `canonicalParamId` may match only the `id` of a member of its own group (as the `add-block` skill's `channel` example does), never any other subblock's `id`, must be unique **block-wide** (groups are keyed by canonical id across every subblock and hold exactly one `basicId`, so two operations that each need a pair need two different canonical ids), and all subblocks in a canonical group must share the same `required` status. The `inputs` section and the params function reference canonical IDs, not raw subblock IDs — the serializer deletes the subblock IDs and republishes the active member's value under the canonical ID.
 - A canonical pair carries ONE concept. For files that is upload (basic) + file reference (advanced), normalized with `normalizeFileInput`, as in Gmail attachments (`blocks/blocks/gmail.ts`). Never overload the advanced side with alternate identifiers (URL, provider asset ID) — give those their own subblocks, mark mutually exclusive sources `required: false`, and enforce "exactly one" at execution.
 - A sub-block's option list is EITHER `selectorKey` (a registered selector — the only way to load a remote list, and the only one that works off the canvas) OR `options` (a static array, or a pure function of the block's own values). Never fetch from a block definition, and never read the workflow stores there. A credential sub-block needs `canonicalParamId: 'oauthCredential'` for its dependants' selectors to resolve. A secret must never appear in a selector's `getQueryKey`. `bun run check:fork-dependent-coverage` fails a `dependsOn` under a credential/KB/table anchor that the fork sync modal cannot offer.
 - Integration blocks (`category: 'tools'`) must set `integrationType` (`integration-catalog:check` fails without it) and export a `{Service}BlockMeta` (with `tags`); set `authMode` and `docsLink` too, which otherwise fall back to a credential-subblock guess and the generated docs page — see the `/add-block` skill's BlockMeta section. `{Service}BlockMeta.skills` must be grounded in operations the block exposes via `tools.access` and sourced from real, popular use cases found online — never invented.

.claude/rules/sim-react-performance.md

@@ -77,7 +77,7 @@ return items.sort(compare)
 return [...items].sort(compare)
 ```
 
-**Do NOT use `toSorted()` / `toReversed()` / `with()` / `toSpliced()`.** They are ES2023 *runtime* methods — and a tsconfig `"lib": ["ES2023"]` only makes them **type-check**, it does not make them **run**. Next/SWC compiles syntax but does **not** polyfill prototype methods, and the default browserslist still includes browsers without them (`toSorted` landed in Safari 16 / iOS 16, so any device capped at iOS 15 throws `TypeError: x.toSorted is not a function` and crashes the page). The perf difference vs `[...arr].sort()` is negligible (both allocate one array), so the copy-then-sort form is used everywhere: whether a module reaches the browser is not visible from its path. `check:utils` flags `toSorted`/`toReversed`/`toSpliced` repo-wide and `with` when called with a numeric index (an identifier index is indistinguishable from OpenTelemetry's `context.with`).
+**Do NOT use `toSorted()` / `toReversed()` / `with()` / `toSpliced()`.** They are ES2023 *runtime* methods — and a tsconfig `"lib": ["ES2023"]` only makes them **type-check**, it does not make them **run**. Next/SWC compiles syntax but does **not** polyfill prototype methods, and the default browserslist still includes browsers without them (`toSorted` landed in Safari 16 / iOS 16, so any device capped at iOS 15 throws `TypeError: x.toSorted is not a function` and crashes the page). The perf difference vs `[...arr].sort()` is negligible (both allocate one array), so the copy-then-sort form is used everywhere: whether a module reaches the browser is not visible from its path. Every tsconfig keeps `"lib"` at or below ES2022 so `tsc` rejects these at each call site on a typed receiver (and still accepts OpenTelemetry's `context.with`, which it tells apart by type); `check:utils` fails if a tsconfig raises `lib` past ES2022, which is how they shipped in #5340, and also matches `toSorted`/`toReversed`/`toSpliced` in source, since tsc accepts any method on an `any` receiver. `.with` on an `any` receiver is caught by neither, so type a parsed array before copying from it. Never raise it to make one type-check.
 
 ## Run independent awaits in parallel
 

.claude/rules/sim-settings-pages.md

@@ -93,14 +93,17 @@ return (
 ## Title + description live in navigation metadata
 
 `apps/sim/components/settings/navigation.ts` is the single source of truth (the
-`settings/navigation.ts` in the route tree is only a re-export shim). Every `SETTINGS_SECTION_REGISTRY` entry carries a one-line `description`; `SettingsPanel`
+`settings/navigation.ts` in the route tree is only a re-export shim). Each `SETTINGS_SECTION_REGISTRY` entry's one-line description is
+`unified.description` (a plane projection's `planes.<plane>.description` overrides it where that
+plane's scope differs), or, for a section that exists only on a standalone plane, its
+`planes.<plane>.description`; `SettingsPanel`
 resolves both via `getSettingsSectionMeta(plane, section)` and the
 `SettingsSectionProvider` the settings shell wraps around the active section.
 
 Adding a new settings page:
 
 1. Add the section id to the `UnifiedSettingsSection` union + a `SETTINGS_SECTION_REGISTRY`
-   entry (with `label` **and** `unified.description`) in `components/settings/navigation.ts`. Keep descriptions verb-first, one line,
+   entry (with `label` **and** its description, as described above) in `components/settings/navigation.ts`. Keep descriptions verb-first, one line,
    ~40–55 chars, in the product voice (see `.claude/rules/constitution.md`).
 2. Register its module in `SECTION_MODULES` (`settings/section-warmers.ts`) and render it
    inside the shell's `effectiveSection` switch in `settings/[section]/settings.tsx`.

.claude/rules/sim-styling.md

@@ -95,7 +95,7 @@ Draw a line with a real `border-*` utility. Never hand-roll one as `shadow-[inse
 - **Errors** → `error` prop. Never `className={cn(err && 'border-[var(--text-error)]')}`.
 - **Leading icon** → `icon` prop (rendered 14px in `--text-icon`).
 - **Trailing buttons** (reveal/copy/fetch) → `endAdornment`.
-- **Inner-input styling** (e.g. `font-mono`, number-spinner reset) → `inputClassName` (ChipInput only). See `app/workspace/[workspaceId]/settings/components/billing/components/usage-limit-field/usage-limit-field.tsx`.
+- **Inner-input styling** (e.g. `font-mono`, number-spinner reset) → `inputClassName` (ChipInput only). See `ee/whitelabeling/components/whitelabeling-settings.tsx`.
 - **`ChipModalField` controls take NO className.** Pass `title`/`value`/`onChange`/`error`/`hint`/`required`/`flush`. The field owns label, control, and error/hint rendering. See `app/workspace/[workspaceId]/skills/components/skill-modal/skill-modal.tsx`.
 
 ### What className MAY carry