v0.3.40: copilot improvements, knowledgebase improvements, security improvements, billing fixes

Author: waleedlatif1

.devcontainer/docker-compose.yml

@@ -9,8 +9,8 @@ services:
     command: sleep infinity
     environment:
       - NODE_ENV=development
-      - DATABASE_URL=postgresql://postgres:postgres@db:5432/simstudio
-      - POSTGRES_URL=postgresql://postgres:postgres@db:5432/simstudio
+      - DATABASE_URL=postgresql://postgres:postgres@db:${POSTGRES_PORT:-5432}/simstudio
+      - POSTGRES_URL=postgresql://postgres:postgres@db:${POSTGRES_PORT:-5432}/simstudio
       - BETTER_AUTH_URL=http://localhost:3000
       - NEXT_PUBLIC_APP_URL=http://localhost:3000
       - BUN_INSTALL_CACHE_DIR=/home/bun/.bun/cache
@@ -39,7 +39,7 @@ services:
     command: sleep infinity
     environment:
       - NODE_ENV=development
-      - DATABASE_URL=postgresql://postgres:postgres@db:5432/simstudio
+      - DATABASE_URL=postgresql://postgres:postgres@db:${POSTGRES_PORT:-5432}/simstudio
       - BETTER_AUTH_URL=http://localhost:3000
       - NEXT_PUBLIC_APP_URL=http://localhost:3000
     depends_on:
@@ -60,7 +60,7 @@ services:
       context: ..
       dockerfile: docker/db.Dockerfile
     environment:
-      - DATABASE_URL=postgresql://postgres:postgres@db:5432/simstudio
+      - DATABASE_URL=postgresql://postgres:postgres@db:${POSTGRES_PORT:-5432}/simstudio
     depends_on:
       db:
         condition: service_healthy
@@ -77,7 +77,7 @@ services:
       - POSTGRES_PASSWORD=postgres
       - POSTGRES_DB=simstudio
     ports:
-      - "5432:5432"
+      - "${POSTGRES_PORT:-5432}:5432"
     healthcheck:
       test: ["CMD-SHELL", "pg_isready -U postgres"]
       interval: 5s

.github/workflows/trigger-deploy.yml

@@ -35,10 +35,10 @@ jobs:
       - 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
+        run: npx --yes trigger.dev@4.0.1 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
+        run: npx --yes trigger.dev@4.0.1 deploy
 

README.md

@@ -160,7 +160,6 @@ 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
 

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

@@ -7,8 +7,6 @@ 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
@@ -18,80 +16,79 @@ Copilot is your in-editor assistant that helps you build, understand, and improv
 <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)
+  2. Set `COPILOT_API_KEY` in your self-hosted environment to that value
 </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">
+  <Card
+    title={
+      <span className="inline-flex items-center gap-2">
         <MessageCircle className="h-4 w-4 text-muted-foreground" />
+        Ask
       </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 className="m-0 text-sm">
+      Q&A mode for explanations, guidance, and suggestions without making changes to your workflow.
     </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">
+  <Card
+    title={
+      <span className="inline-flex items-center gap-2">
         <Package className="h-4 w-4 text-muted-foreground" />
+        Agent
       </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 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.
     </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">
+  <Card
+    title={
+      <span className="inline-flex items-center gap-2">
         <Zap className="h-4 w-4 text-muted-foreground" />
+        Fast
       </span>
-      <div>
-        <p className="m-0 text-sm">Quickest and cheapest. Best for small edits, simple workflows, and minor tweaks.</p>
-      </div>
-    </div>
+    }
+  >
+    <div className="m-0 text-sm">Quickest and cheapest. Best for small edits, simple workflows, and minor tweaks.</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">
+  <Card
+    title={
+      <span className="inline-flex items-center gap-2">
         <InfinityIcon className="h-4 w-4 text-muted-foreground" />
+        Auto
       </span>
-      <div>
-        <p className="m-0 text-sm">Balanced speed and reasoning. Recommended default for most tasks.</p>
-      </div>
-    </div>
+    }
+  >
+    <div className="m-0 text-sm">Balanced speed and reasoning. Recommended default for most tasks.</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">
+  <Card
+    title={
+      <span className="inline-flex items-center gap-2">
         <Brain className="h-4 w-4 text-muted-foreground" />
+        Advanced
       </span>
-      <div>
-        <p className="m-0 text-sm">More reasoning for larger workflows and complex edits while staying performant.</p>
-      </div>
-    </div>
+    }
+  >
+    <div className="m-0 text-sm">More reasoning for larger workflows and complex edits while staying performant.</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">
+  <Card
+    title={
+      <span className="inline-flex items-center gap-2">
         <BrainCircuit className="h-4 w-4 text-muted-foreground" />
+        Behemoth
       </span>
-      <div>
-        <p className="m-0 text-sm">Maximum reasoning for deep planning, debugging, and complex architectural changes.</p>
-      </div>
-    </div>
+    }
+  >
+    <div className="m-0 text-sm">Maximum reasoning for deep planning, debugging, and complex architectural changes.</div>
   </Card>
 </Cards> 

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

@@ -109,7 +109,7 @@ Read data from a Microsoft Excel spreadsheet
 | Parameter | Type | Required | Description |
 | --------- | ---- | -------- | ----------- |
 | `spreadsheetId` | string | Yes | The ID of the spreadsheet to read from |
-| `range` | string | No | The range of cells to read from |
+| `range` | string | No | The range of cells to read from. Accepts "SheetName!A1:B2" for explicit ranges or just "SheetName" to read the used range of that sheet. If omitted, reads the used range of the first sheet. |
 
 #### Output
 

apps/docs/content/docs/tools/onedrive.mdx

@@ -68,7 +68,7 @@ Upload a file to OneDrive
 | `fileName` | string | Yes | The name of the file to upload |
 | `content` | string | Yes | The content of the file to upload |
 | `folderSelector` | string | No | Select the folder to upload the file to |
-| `folderId` | string | No | The ID of the folder to upload the file to \(internal use\) |
+| `manualFolderId` | string | No | Manually entered folder ID \(advanced mode\) |
 
 #### Output
 
@@ -87,7 +87,7 @@ Create a new folder in OneDrive
 | --------- | ---- | -------- | ----------- |
 | `folderName` | string | Yes | Name of the folder to create |
 | `folderSelector` | string | No | Select the parent folder to create the folder in |
-| `folderId` | string | No | ID of the parent folder \(internal use\) |
+| `manualFolderId` | string | No | Manually entered parent folder ID \(advanced mode\) |
 
 #### Output
 
@@ -105,7 +105,7 @@ List files and folders in OneDrive
 | Parameter | Type | Required | Description |
 | --------- | ---- | -------- | ----------- |
 | `folderSelector` | string | No | Select the folder to list files from |
-| `folderId` | string | No | The ID of the folder to list files from \(internal use\) |
+| `manualFolderId` | string | No | The manually entered folder ID \(advanced mode\) |
 | `query` | string | No | A query to filter the files |
 | `pageSize` | number | No | The number of files to return |
 

apps/docs/content/docs/tools/outlook.mdx

@@ -211,10 +211,27 @@ Read emails from Outlook
 
 | Parameter | Type | Description |
 | --------- | ---- | ----------- |
-| `success` | boolean | Email read operation success status |
-| `messageCount` | number | Number of emails retrieved |
-| `messages` | array | Array of email message objects |
 | `message` | string | Success or status message |
+| `results` | array | Array of email message objects |
+
+### `outlook_forward`
+
+Forward an existing Outlook message to specified recipients
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `messageId` | string | Yes | The ID of the message to forward |
+| `to` | string | Yes | Recipient email address\(es\), comma-separated |
+| `comment` | string | No | Optional comment to include with the forwarded message |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `message` | string | Success or error message |
+| `results` | object | Delivery result details |
 
 
 

apps/sim/.env.example

@@ -1,6 +1,9 @@
 # Database (Required)
 DATABASE_URL="postgresql://postgres:password@localhost:5432/postgres"
 
+# PostgreSQL Port (Optional) - defaults to 5432 if not specified
+# POSTGRES_PORT=5432
+
 # Authentication (Required)
 BETTER_AUTH_SECRET=your_secret_key  # Use `openssl rand -hex 32` to generate, or visit https://www.better-auth.com/docs/installation
 BETTER_AUTH_URL=http://localhost:3000

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

@@ -49,15 +49,12 @@ const PASSWORD_VALIDATIONS = {
   },
 }
 
-// Validate callback URL to prevent open redirect vulnerabilities
 const validateCallbackUrl = (url: string): boolean => {
   try {
-    // If it's a relative URL, it's safe
     if (url.startsWith('/')) {
       return true
     }
 
-    // If absolute URL, check if it belongs to the same origin
     const currentOrigin = typeof window !== 'undefined' ? window.location.origin : ''
     if (url.startsWith(currentOrigin)) {
       return true
@@ -70,7 +67,6 @@ const validateCallbackUrl = (url: string): boolean => {
   }
 }
 
-// Validate password and return array of error messages
 const validatePassword = (passwordValue: string): string[] => {
   const errors: string[] = []
 
@@ -475,6 +471,23 @@ export default function LoginPage({
             Sign up
           </Link>
         </div>
+
+        <div className='text-center text-neutral-500/80 text-xs leading-relaxed'>
+          By signing in, you agree to our{' '}
+          <Link
+            href='/terms'
+            className='text-neutral-400 underline-offset-4 transition hover:text-neutral-300 hover:underline'
+          >
+            Terms of Service
+          </Link>{' '}
+          and{' '}
+          <Link
+            href='/privacy'
+            className='text-neutral-400 underline-offset-4 transition hover:text-neutral-300 hover:underline'
+          >
+            Privacy Policy
+          </Link>
+        </div>
       </div>
 
       <Dialog open={forgotPasswordOpen} onOpenChange={setForgotPasswordOpen}>
@@ -504,9 +517,7 @@ export default function LoginPage({
             </div>
             {resetStatus.type && (
               <div
-                className={`text-sm ${
-                  resetStatus.type === 'success' ? 'text-[#4CAF50]' : 'text-red-500'
-                }`}
+                className={`text-sm ${resetStatus.type === 'success' ? 'text-[#4CAF50]' : 'text-red-500'}`}
               >
                 {resetStatus.message}
               </div>

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

@@ -5,7 +5,7 @@
 import { act, fireEvent, render, screen, waitFor } from '@testing-library/react'
 import { useRouter, useSearchParams } from 'next/navigation'
 import { beforeEach, describe, expect, it, vi } from 'vitest'
-import { client } from '@/lib/auth-client'
+import { client, useSession } from '@/lib/auth-client'
 import SignupPage from '@/app/(auth)/signup/signup-form'
 
 vi.mock('next/navigation', () => ({
@@ -22,6 +22,7 @@ vi.mock('@/lib/auth-client', () => ({
       sendVerificationOtp: vi.fn(),
     },
   },
+  useSession: vi.fn(),
 }))
 
 vi.mock('@/app/(auth)/components/social-login-buttons', () => ({
@@ -43,6 +44,9 @@ describe('SignupPage', () => {
     vi.clearAllMocks()
     ;(useRouter as any).mockReturnValue(mockRouter)
     ;(useSearchParams as any).mockReturnValue(mockSearchParams)
+    ;(useSession as any).mockReturnValue({
+      refetch: vi.fn().mockResolvedValue({}),
+    })
     mockSearchParams.get.mockReturnValue(null)
   })