improvement(copilot): keep @docs on search_docs

Author: j15z

apps/sim/app/api/mothership/execute/route.test.ts

@@ -224,7 +224,7 @@ describe('mothership private trace provenance transport', () => {
         {
           ...requestBody,
           messages: [{ role: 'user', content: 'secret-value __var_FOREIGN' }],
-          contexts: [{ kind: 'knowledge', knowledgeId: 'knowledge-1', label: 'Docs' }],
+          contexts: [{ kind: 'docs', label: 'Docs' }],
         },
         { Authorization: 'Bearer internal', 'x-sim-billing-attribution': 'billing' },
         'http://localhost:3000/api/mothership/execute'
@@ -235,9 +235,15 @@ describe('mothership private trace provenance transport', () => {
     expect(mockProcessContextsServer).toHaveBeenCalledWith(
       expect.any(Array),
       'user-1',
+      'secret-value __var_FOREIGN',
       'workspace-1',
-      'chat-1'
+      'chat-1',
+      expect.any(Object)
     )
+
+    const contextRegistry = mockProcessContextsServer.mock.calls.at(-1)?.[5]
+    const lifecycleOptions = mockRunHeadlessCopilotLifecycle.mock.calls.at(-1)?.[1]
+    expect(contextRegistry).toBe(lifecycleOptions.environmentContext?.resolvedSecretTraceRegistry)
   })
 
   it('keeps context routing and display inputs raw until the lifecycle boundary', async () => {
@@ -287,8 +293,10 @@ describe('mothership private trace provenance transport', () => {
         },
       ],
       'user-1',
+      'hello',
       'workspace-1',
-      'chat-1'
+      'chat-1',
+      expect.any(Object)
     )
   })
 

apps/sim/app/api/mothership/execute/route.ts

@@ -211,6 +211,7 @@ export const POST = withRouteHandler(async (req: NextRequest) => {
       workflowId,
       executionId,
     })
+    const lastUserMessage = messages.filter((message) => message.role === 'user').at(-1)?.content
     // double-cast-allowed: the contract validates contexts as open kind/label objects; processContextsServer narrows on `kind` at runtime
     const agentMentions = contexts as unknown as ChatContext[] | undefined
     const taggedMcpServerIds = (agentMentions ?? []).flatMap((context) =>
@@ -238,14 +239,19 @@ export const POST = withRouteHandler(async (req: NextRequest) => {
         buildIntegrationToolSchemas(userId, messageId, undefined, workspaceId),
         mothershipToolsPromise,
         computeWorkspaceEntitlements(workspaceId, userId),
-        processContextsServer(nonMcpAgentMentions, userId, workspaceId, effectiveChatId).catch(
-          (error) => {
-            reqLogger.warn('Failed to resolve agent contexts for execution', {
-              error: toError(error).message,
-            })
-            return []
-          }
-        ),
+        processContextsServer(
+          nonMcpAgentMentions,
+          userId,
+          lastUserMessage,
+          workspaceId,
+          effectiveChatId,
+          activeResolvedSecretTraceRegistry
+        ).catch((error) => {
+          reqLogger.warn('Failed to resolve agent contexts for execution', {
+            error: toError(error).message,
+          })
+          return []
+        }),
       ])
     const requestPayload: Record<string, unknown> = {
       messages,

apps/sim/app/workspace/[workspaceId]/home/components/chat-context-kind-registry/chat-context-kind-registry.tsx

@@ -110,6 +110,7 @@ export const CHAT_CONTEXT_KIND_REGISTRY: Record<ChatContextKind, ChatContextKind
     label: 'Logs',
     renderIcon: ({ className }) => <Library className={className} />,
   },
+  docs: { label: 'Docs', renderIcon: () => null },
   slash_command: { label: 'Command', renderIcon: () => null },
   integration: { label: 'Integration', renderIcon: renderIntegrationTile },
   skill: {

apps/sim/app/workspace/[workspaceId]/home/components/user-input/components/chip-clipboard-codec.ts

@@ -19,8 +19,8 @@ const CHIP_LINK_SCHEME = 'sim'
  * string>>` keeps it union-synced: rename a kind's id field and this stops
  * type-checking.
  *
- * Kinds absent from this map have no portable single-id representation and
- * degrade to plain text.
+ * Excluded kinds (`current_workflow`, `blocks`, `workflow_block`, `docs`) carry
+ * no single portable id (an array / two ids / none) and degrade to plain text.
  */
 const PORTABLE_KIND_TO_ID_FIELD = {
   table: 'tableId',

apps/sim/app/workspace/[workspaceId]/home/components/user-input/components/constants.ts

@@ -113,7 +113,7 @@ export const SPEECH_RECOGNITION_LANG = 'en-US'
 // inner tab. The singleton ids ask the agent to inspect the whole resource;
 // every other id is a precise live-tab pointer.
 const RESOURCE_TO_CONTEXT: Record<
-  Exclude<MothershipResourceType, 'generic'>,
+  MothershipResourceType,
   (resource: MothershipResource) => ChatContext
 > = {
   browser: (r) => ({ kind: 'browser_tab', tabId: r.id, label: r.title }),
@@ -127,9 +127,9 @@ const RESOURCE_TO_CONTEXT: Record<
   task: (r) => ({ kind: 'past_chat', chatId: r.id, label: r.title }),
   log: (r) => ({ kind: 'logs', executionId: r.id, label: r.title }),
   integration: (r) => ({ kind: 'integration', blockType: r.id, label: r.title }),
+  generic: (r) => ({ kind: 'docs', label: r.title }),
 }
 
-export function mapResourceToContext(resource: MothershipResource): ChatContext | null {
-  if (resource.type === 'generic') return null
+export function mapResourceToContext(resource: MothershipResource): ChatContext {
   return RESOURCE_TO_CONTEXT[resource.type](resource)
 }

apps/sim/app/workspace/[workspaceId]/home/components/user-input/components/prompt-editor/use-prompt-editor.ts

@@ -407,9 +407,6 @@ export function usePromptEditor({
 
   const insertResource = useCallback(
     (resource: MothershipResource) => {
-      const context = mapResourceToContext(resource)
-      if (!context) return
-
       const textarea = textareaRef.current
       if (textarea) {
         const currentValue = valueRef.current
@@ -445,6 +442,7 @@ export function usePromptEditor({
         setValueState(newValue)
       }
 
+      const context = mapResourceToContext(resource)
       addContextNotified(context)
     },
     [textareaRef, addContextNotified]

apps/sim/app/workspace/[workspaceId]/home/components/user-input/components/resource-context.test.ts

@@ -47,8 +47,4 @@ describe('mapResourceToContext', () => {
       label: 'Leads',
     })
   })
-
-  it('does not turn a synthetic panel into a chat context', () => {
-    expect(mapResourceToContext(resource({ type: 'generic', title: 'Results' }))).toBeNull()
-  })
 })

apps/sim/app/workspace/[workspaceId]/home/hooks/use-chat.ts

@@ -458,6 +458,8 @@ function isChatContext(value: unknown): value is ChatContext {
       return typeof value.folderId === 'string'
     case 'filefolder':
       return typeof value.fileFolderId === 'string'
+    case 'docs':
+      return true
     case 'slash_command':
       return typeof value.command === 'string'
     case 'integration':

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

@@ -12,6 +12,11 @@ export type MentionFolderId =
   | 'logs'
   | 'integrations'
 
+/**
+ * Menu item category types for mention menu (includes folders + docs item)
+ */
+export type MentionCategory = MentionFolderId | 'docs'
+
 /**
  * Configuration interface for folder types
  */
@@ -179,9 +184,17 @@ export const FOLDER_ORDER: MentionFolderId[] = [
 ]
 
 /**
- * Total number of items in the root menu.
+ * Docs item configuration (special case - not a folder)
+ */
+export const DOCS_CONFIG = {
+  getLabel: () => 'Docs',
+  buildContext: (): ChatContext => ({ kind: 'docs', label: 'Docs' }),
+} as const
+
+/**
+ * Total number of items in root menu (folders + docs)
  */
-export const ROOT_MENU_ITEM_COUNT = FOLDER_ORDER.length
+export const ROOT_MENU_ITEM_COUNT = FOLDER_ORDER.length + 1
 
 /**
  * Slash command configuration

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

@@ -1,5 +1,6 @@
 import { useCallback, useMemo } from 'react'
 import {
+  DOCS_CONFIG,
   FOLDER_CONFIGS,
   type FolderConfig,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/copilot/components/user-input/constants'
@@ -88,6 +89,36 @@ export function useMentionInsertHandlers({
     ]
   )
 
+  /**
+   * Special handler for Docs (no item parameter, uses DOCS_CONFIG)
+   */
+  const insertDocsMention = useCallback(() => {
+    const label = DOCS_CONFIG.getLabel()
+    const context = DOCS_CONFIG.buildContext()
+
+    // Prevent duplicate insertion
+    if (isContextAlreadySelected(context, selectedContexts)) {
+      resetActiveMentionQuery()
+      closeMenus()
+      return
+    }
+
+    // Docs uses fallback insertion
+    if (!replaceActiveMentionWith(label)) {
+      insertAtCursor(` @${label} `)
+    }
+
+    onContextAdd(context)
+    closeMenus()
+  }, [
+    selectedContexts,
+    replaceActiveMentionWith,
+    insertAtCursor,
+    onContextAdd,
+    resetActiveMentionQuery,
+    closeMenus,
+  ])
+
   const handlers = useMemo(
     () => ({
       insertPastChatMention: createInsertHandler(FOLDER_CONFIGS.chats),
@@ -97,8 +128,9 @@ export function useMentionInsertHandlers({
       insertWorkflowBlockMention: createInsertHandler(FOLDER_CONFIGS['workflow-blocks']),
       insertLogMention: createInsertHandler(FOLDER_CONFIGS.logs),
       insertIntegrationMention: createInsertHandler(FOLDER_CONFIGS.integrations),
+      insertDocsMention,
     }),
-    [createInsertHandler]
+    [createInsertHandler, insertDocsMention]
   )
 
   return handlers