feat(copilot): add create_table_view and edit_table_view

Direct main-agent tools for saved table views. create_table_view takes a
table id (optional name, config, isDefault) and returns the view id;
edit_table_view takes a view id plus a config patch and resolves the owning
table from the view. Both results name the table and view, so the resource
panel opens the table pinned to that view, and an already-open table
switches to it once its views list carries the id (view-pin store). viewId
now rides the resource stream descriptor and chat-resource persistence so
the pin survives reopening the chat.

Author: j15z

apps/sim/app/api/copilot/chat/resources/route.ts

@@ -19,7 +19,7 @@ import {
 import type { ChatResource } from '@/lib/copilot/resources/persistence'
 import {
   canonicalizeDesktopSessionResource,
-  GENERIC_RESOURCE_TITLES,
+  mergeChatResource,
   sanitizeChatResources,
 } from '@/lib/copilot/resources/types'
 import { withRouteHandler } from '@/lib/core/utils/with-route-handler'
@@ -73,18 +73,9 @@ export const POST = withRouteHandler(async (req: NextRequest) => {
     const key = `${resource.type}:${resource.id}`
     const prev = existing.find((r) => `${r.type}:${r.id}` === key)
 
-    let merged: ChatResource[]
-    if (prev) {
-      if (GENERIC_RESOURCE_TITLES.has(prev.title) && !GENERIC_RESOURCE_TITLES.has(resource.title)) {
-        merged = existing.map((r) =>
-          `${r.type}:${r.id}` === key ? { ...r, title: resource.title } : r
-        )
-      } else {
-        merged = existing
-      }
-    } else {
-      merged = [...existing, resource]
-    }
+    const merged: ChatResource[] = prev
+      ? existing.map((r) => (`${r.type}:${r.id}` === key ? mergeChatResource(r, resource) : r))
+      : [...existing, resource]
 
     await db
       .update(copilotChats)

apps/sim/app/workspace/[workspaceId]/home/components/message-content/utils.ts

@@ -58,6 +58,8 @@ const TOOL_ICONS: Record<string, IconComponent> = {
   search_knowledge_base: Database,
   table: TableIcon,
   query_user_table: TableIcon,
+  create_table_view: TableIcon,
+  edit_table_view: TableIcon,
   job: Calendar,
   agent: AgentIcon,
   custom_tool: Wrench,

apps/sim/app/workspace/[workspaceId]/home/components/mothership-view/components/resource-registry/resource-registry.tsx

@@ -300,6 +300,9 @@ const RESOURCE_INVALIDATORS: Record<
   table: (qc, _wId, id) => {
     qc.invalidateQueries({ queryKey: tableKeys.lists() })
     qc.invalidateQueries({ queryKey: tableKeys.detail(id) })
+    // A view the agent just created must be in the list before the embedded
+    // table can switch to it; see the view-pin store.
+    qc.invalidateQueries({ queryKey: tableKeys.views(id) })
   },
   file: (qc, wId, id) => {
     qc.invalidateQueries({ queryKey: workspaceFilesKeys.lists() })

apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-resource-event.test.ts

@@ -20,6 +20,8 @@ import type { PersistedStreamEventEnvelope } from '@/lib/copilot/request/session
 import { handleResourceEvent } from '@/app/workspace/[workspaceId]/home/hooks/stream/handle-resource-event'
 import type { StreamLoopContext } from '@/app/workspace/[workspaceId]/home/hooks/stream/stream-context'
 import { makeStreamLoopDeps } from '@/app/workspace/[workspaceId]/home/hooks/stream/stream-test-helpers'
+import type { MothershipResource } from '@/app/workspace/[workspaceId]/home/types'
+import { useTableViewPinStore } from '@/stores/table/view-pin/store'
 
 function removeEvent(type: 'workflow' | 'file', id: string): PersistedStreamEventEnvelope {
   return {
@@ -105,3 +107,80 @@ describe('handleResourceEvent removal', () => {
     expect(onResourceEvent).toHaveBeenCalledWith('browser-session')
   })
 })
+
+function tableUpsertEvent(id: string, viewId?: string): PersistedStreamEventEnvelope {
+  return {
+    type: 'resource',
+    v: 1,
+    seq: 1,
+    ts: '',
+    stream: { streamId: 's', cursor: '1' },
+    payload: {
+      op: 'upsert',
+      resource: { type: 'table', id, title: 'Invoices', ...(viewId ? { viewId } : {}) },
+    },
+  } as PersistedStreamEventEnvelope
+}
+
+describe('handleResourceEvent saved-view pins', () => {
+  beforeEach(() => {
+    vi.clearAllMocks()
+    useTableViewPinStore.getState().reset()
+  })
+
+  it('opens a closed table on the view and leaves a pin for the table to consume', () => {
+    const onResourceEvent = vi.fn()
+    const deps = makeStreamLoopDeps({ onResourceEventRef: { current: onResourceEvent } })
+    const ctx = { deps } as StreamLoopContext
+
+    handleResourceEvent(ctx, tableUpsertEvent('tbl-1', 'view-1'))
+
+    expect(deps.addResource).toHaveBeenCalledWith({
+      type: 'table',
+      id: 'tbl-1',
+      title: 'Invoices',
+      viewId: 'view-1',
+    })
+    expect(deps.setResources).not.toHaveBeenCalled()
+    expect(useTableViewPinStore.getState().pins['tbl-1']?.viewId).toBe('view-1')
+    expect(mocks.invalidateResourceQueries).toHaveBeenCalledWith(
+      deps.queryClient,
+      'ws-1',
+      'table',
+      'tbl-1'
+    )
+    expect(onResourceEvent).toHaveBeenCalledWith('tbl-1')
+  })
+
+  it('moves the pin on an already-open table so a remount and the live grid both follow', () => {
+    const open: MothershipResource = {
+      type: 'table',
+      id: 'tbl-1',
+      title: 'Invoices',
+      viewId: 'view-1',
+    }
+    const deps = makeStreamLoopDeps({
+      addResource: vi.fn(() => false),
+      resourcesRef: { current: [open] },
+    })
+    const ctx = { deps } as StreamLoopContext
+
+    handleResourceEvent(ctx, tableUpsertEvent('tbl-1', 'view-2'))
+
+    const updater = (deps.setResources as ReturnType<typeof vi.fn>).mock.calls[0][0] as (
+      current: MothershipResource[]
+    ) => MothershipResource[]
+    expect(updater([open])).toEqual([{ ...open, viewId: 'view-2' }])
+    expect(useTableViewPinStore.getState().pins['tbl-1']?.viewId).toBe('view-2')
+  })
+
+  it('ignores a pin on anything but a table and leaves unpinned tables alone', () => {
+    const deps = makeStreamLoopDeps({ addResource: vi.fn(() => false) })
+    const ctx = { deps } as StreamLoopContext
+
+    handleResourceEvent(ctx, tableUpsertEvent('tbl-1'))
+
+    expect(deps.setResources).not.toHaveBeenCalled()
+    expect(useTableViewPinStore.getState().pins['tbl-1']).toBeUndefined()
+  })
+})

apps/sim/app/workspace/[workspaceId]/home/hooks/stream/handle-resource-event.ts

@@ -13,6 +13,7 @@ import {
 import type { StreamLoopContext } from '@/app/workspace/[workspaceId]/home/hooks/stream/stream-context'
 import type { MothershipResourceType } from '@/app/workspace/[workspaceId]/home/types'
 import { removeWorkflowFromActiveCache } from '@/hooks/queries/utils/workflow-cache'
+import { useTableViewPinStore } from '@/stores/table/view-pin/store'
 import { useWorkflowRegistry } from '@/stores/workflows/registry/store'
 
 type ResourceEvent = Extract<
@@ -44,11 +45,20 @@ export function handleResourceEvent(ctx: StreamLoopContext, parsed: ResourceEven
   } = ctx.deps
   const onResourceEvent = onResourceEventRef.current
   const payload = parsed.payload
+  // A saved view the agent just created or edited: the table opens on it, and
+  // an already-open table switches to it.
+  const pinnedViewId =
+    payload.resource.type === 'table' &&
+    typeof payload.resource.viewId === 'string' &&
+    payload.resource.viewId.trim()
+      ? payload.resource.viewId
+      : undefined
   const resource = canonicalizeDesktopSessionResource({
     type: payload.resource.type as MothershipResourceType,
     id: payload.resource.id,
     title:
       typeof payload.resource.title === 'string' ? payload.resource.title : payload.resource.id,
+    ...(pinnedViewId ? { viewId: pinnedViewId } : {}),
   })
 
   if (payload.op === MothershipStreamV1ResourceOp.remove) {
@@ -111,6 +121,21 @@ export function handleResourceEvent(ctx: StreamLoopContext, parsed: ResourceEven
     completedPreviewResourceHandoffRef.current.delete(resource.id)
     previewActivationOwnerRef.current.delete(completedPreviewHandoff.sessionId)
   }
+  if (pinnedViewId) {
+    if (!wasAdded) {
+      // The tab already exists: carry the newest pin so a remount adopts it.
+      setResources((current) =>
+        current.some((r) => r.type === 'table' && r.id === resource.id && r.viewId !== pinnedViewId)
+          ? current.map((r) =>
+              r.type === 'table' && r.id === resource.id ? { ...r, viewId: pinnedViewId } : r
+            )
+          : current
+      )
+    }
+    // Consumed by the embedded table once its views list carries the view —
+    // which may be after the refetch below lands, or after the tab first opens.
+    useTableViewPinStore.getState().pin(resource.id, pinnedViewId)
+  }
   invalidateResourceQueries(queryClient, workspaceId, resource.type, resource.id)
 
   if (!shouldSuppressFileResourceActivation) onResourceEvent?.(resource.id)

apps/sim/app/workspace/[workspaceId]/home/hooks/stream/stream-helpers.ts

@@ -221,6 +221,7 @@ export function resolveIntegrationToolDisplayTitle(tool: {
  * client resolves the id against the workflow registry.
  */
 const TABLE_SCOPED_TOOL_IDS = new Set<string>([
+  'create_table_view',
   'table_automations',
   'table_columns',
   'table_enrichments',

apps/sim/app/workspace/[workspaceId]/tables/[tableId]/table.tsx

@@ -68,6 +68,7 @@ import { useInlineRename } from '@/hooks/use-inline-rename'
 import { useSettingsNavigation } from '@/hooks/use-settings-navigation'
 import { useLogDetailsUIStore } from '@/stores/logs/store'
 import type { DeletedRowSnapshot } from '@/stores/table/types'
+import { useTableViewPinStore } from '@/stores/table/view-pin/store'
 import {
   type ColumnConfig,
   ColumnConfigSidebar,
@@ -701,6 +702,28 @@ export function Table({
     tableData?.metadata,
   ])
 
+  /**
+   * A view the agent just created or edited (see the view-pin store). Applied
+   * only once the views list carries it — the pin arrives ahead of the list
+   * refetch, and writing the URL earlier would name a view the effect above
+   * resolves to nothing and treats as dead. First adoption is left to that
+   * effect (it honours `initialViewId` itself); a pin that turns out to be the
+   * view already applied is consumed without a URL write.
+   */
+  const viewPin = useTableViewPinStore((state) => state.pins[tableId])
+  const consumeViewPin = useTableViewPinStore((state) => state.consume)
+  useEffect(() => {
+    if (!embedded || !viewPin) return
+    if (appliedViewRevisionRef.current === undefined) return
+    if (!views.some((view) => view.id === viewPin.viewId)) return
+    consumeViewPin(tableId, viewPin.seq)
+    if (activeViewId === viewPin.viewId || appliedViewRevisionRef.current.id === viewPin.viewId) {
+      return
+    }
+    preservedViewStateRef.current = null
+    setTableParams({ view: viewPin.viewId })
+  }, [embedded, viewPin, views, activeViewId, tableId, consumeViewPin, setTableParams])
+
   /**
    * Live state pruned the same way `pruneViewConfig` prunes the stored config on
    * read. Without this, deleting a hidden or sorted column leaves the local ids

apps/sim/hooks/queries/mothership-chats.ts

@@ -138,6 +138,7 @@ function parseResource(value: unknown, context: string): MothershipResource {
     type: value.type,
     id: value.id,
     title: value.title,
+    ...(typeof value.viewId === 'string' && value.viewId ? { viewId: value.viewId } : {}),
   }
 }
 

apps/sim/lib/api/contracts/copilot.ts

@@ -106,6 +106,8 @@ export const addCopilotChatResourceBodySchema = z.object({
     // Matches the bound the chat-send path enforces.
     id: requiredFieldSchema('resource.id cannot be empty'),
     title: z.string(),
+    // Saved view a table tab is pinned to (type "table" only).
+    viewId: z.string().min(1).optional(),
   }),
 })
 export type AddCopilotChatResourceBody = z.input<typeof addCopilotChatResourceBodySchema>
@@ -423,6 +425,7 @@ const copilotChatResourceSchema = z.object({
   type: copilotResourceTypeSchema,
   id: z.string(),
   title: z.string(),
+  viewId: z.string().optional(),
 })
 
 const copilotAvailableModelSchema = z.object({

apps/sim/lib/api/contracts/mothership-chats.ts

@@ -201,6 +201,8 @@ const mothershipChatResourceItemSchema = z.object({
   type: z.string(),
   id: z.string(),
   title: z.string(),
+  /** Saved view a table tab is pinned to (type "table" only); dropped here, it would be lost on reorder. */
+  viewId: z.string().min(1).optional(),
 })
 
 const mothershipChatResourcesResponseSchema = z.object({