feat(tables): create and open views from chat

[BillLeoutsakosvl346]

Summary

• add durable view chat resources that reopen the live source Table with the saved View selected
• add write-gated user_table.create_view with workspace validation, canonical column/option ID conversion, generated collision-free names, and automatic resource opening
• make saved Views alphabetical, label the implicit state Default view, auto-save View filters/sorts, and prune deleted-column predicates safely
• build on the saved-Views CRUD, migration, selector, URL state, and layout persistence already present on staging

Before / after

Before: Chat could query Table rows, but an explicit “show me this filtered/sorted Table” request could not create a durable UI surface.

After: The same request creates a named View, opens it beside the conversation, persists it with the chat, and restores the live filtered Table on reload. Ordinary analytical questions continue using read-only query_rows.

Validation

• 221 focused Table/Copilot/resource tests passed
• 560 related Table tests passed
• Sim and DB TypeScript checks passed
• focused Biome checks passed
• API contract audit, React Query audit, migration safety, and generated catalog check passed
• full local app lint is blocked only by pre-existing ignored e2e/.runs artifacts and two existing fit.fit() false positives; changed files are clean

Canonical Copilot contract

• Companion Mothership PR: https://github.com/simstudioai/mothership/pull/378

Manual demo

1. Open a chat in a workspace containing a Table.
2. Ask: “Show the Leads table where Status is Open, sorted by Company descending.”
3. Confirm a named View opens beside chat with the live editable grid.
4. Reload the chat, switch between Default view and the saved View, then edit filter/sort and confirm they persist.

Notes

• no public v1 API change
• no row copying; Views reference their source Table
• source Table permissions remain authoritative
• generated Playwright artifacts remain untracked and ignored

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1 Skipped Deployment

Project	Deployment	Actions	Updated (UTC)
docs	Skipped		Jul 29, 2026 8:12pm

[cursor]

PR Summary

Medium Risk
Touches copilot write tools, workspace-scoped View resolution, and auto-persisted table filters/sorts; mistakes could widen row sets or open wrong tables, but permissions stay table-authoritative and read-only members are gated on create_view.

Overview
Chat can now persist View resources (tableId:viewId) that reopen the live source Table with the saved filter/sort, instead of only opening whole tables or using read-only query_rows.

Copilot & mothership: Adds write-gated user_table.create_view (workspace checks, column/option canonicalization, auto naming, opens the View tab). open_resource and tool extraction honor view; generated catalogs include view in openable types. Embedded UI: EmbeddedViewTable parses composite ids, respects the views flag, and passes viewId into embedded Table with local selection so host URL state does not race chat tab switches.

Table UX: Renames the implicit state to Default view; auto-saves filter/sort on an active saved View for editors; lists Views alphabetically. Filter safety: pruneViewFilterForColumns drops predicates on deleted column ids (read, write, and create_view validation) so stale configs do not break queries or dirty-state.

Tests cover embedding, Views menu, resource open/resolve, create_view, and read-only gating; Playwright artifact paths are gitignored.

^{Reviewed by Cursor Bugbot for commit b3fc19e. Bugbot is set up for automated code reviews on this repo. Configure here.}

[BillLeoutsakosvl346]

@cursor @greptile-apps Please review the chat-created Table Views implementation, including permission boundaries, canonical filter/sort ID conversion, durable View resources, autosave behavior, and stale-column pruning. Flag any correctness, security, persistence, or regression issues before merge.

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[greptile-apps]

Greptile Summary

Adds durable chat View resources that open the live source Table with a saved View selected.

• user_table.create_view creates Views with workspace checks, canonical filters/sorts, and auto-open as view resources (tableId:viewId)
• open_resource resolves bare and composite View ids, verifies source Table/workspace, and returns the composite resource id
• Embedded View UI, registry invalidation, context mapping, Default view labeling, filter prune, and View filter/sort auto-save

Confidence Score: 5/5

Safe to merge; the prior composite View id open failure is fixed and no remaining blocking issues were identified on that path.

open_resource now parses persisted tableId:viewId values, looks up the canonical view id, rejects mismatched source tables, keeps workspace checks, and tests cover reopen and mismatch cases.

Important Files Changed

Filename	Overview
apps/sim/lib/copilot/tools/handlers/resources.ts	open_resource parses composite View ids, loads by canonical viewId, rejects table mismatch and cross-workspace sources, and returns tableId:viewId.
apps/sim/lib/copilot/resources/types.ts	Adds tableViewResourceId/parseTableViewResourceId and persists view as a chat resource type.
apps/sim/lib/copilot/tools/server/table/user-table.ts	Adds write-gated create_view with validation, naming, and resource emission for auto-open.
apps/sim/app/workspace/[workspaceId]/tables/[tableId]/table.tsx	Embedded View selection, missing-view cleanup, and filter/sort auto-save on active Views.
apps/sim/app/workspace/[workspaceId]/home/components/mothership-view/components/resource-content/components/embedded-view-table/embedded-view-table.tsx	Parses composite resource ids and mounts the source Table with the saved View when views are enabled.

Sequence Diagram

sequenceDiagram
  participant Chat as Copilot chat
  participant UT as user_table.create_view
  participant OR as open_resource
  participant UI as EmbeddedViewTable
  participant T as Table (source)

  Chat->>UT: create_view(tableId, filter, sort)
  UT-->>Chat: view + resources[view, tableId:viewId]
  Chat->>OR: "open type=view id=tableId:viewId"
  OR->>OR: parse composite id, load view, check table/workspace
  OR-->>Chat: resources[view, tableId:viewId]
  Chat->>UI: render resource id
  UI->>T: tableId + viewId embedded

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[BillLeoutsakosvl346]

@cursor @greptile-apps Please re-review the latest commit a7d12e5. The three reported findings are fixed with regression coverage: composite View reopen, create_view auto-opening the View resource, and synchronous embedded View ownership.

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[BillLeoutsakosvl346]

@cursor @greptile-apps Please run a fresh review on a59c683. The latest Bugbot findings are addressed: View embeds now honor the resolved feature flag, and stale stable-column filter IDs are recursively pruned before query/autosave with regression coverage.

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[BillLeoutsakosvl346]

@cursor @greptile-apps Please re-review acfef82. The three latest edge cases are fixed with focused coverage: disabled View resources fail closed, stale chat View IDs fall back without adopting another saved View, and empty model filters persist as null.

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Cursor Bugbot has reviewed your changes using high effort and found 1 potential issue.

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[BillLeoutsakosvl346]

@cursor @greptile-apps Please re-review b3fc19e. It fixes the latest deleted-View embed finding by clearing inherited host state when the missing resource falls back to Default/All. Focused tests (97), Biome, and app TypeScript are green locally.

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[BillLeoutsakosvl346]

Merge-readiness update for b3fc19e:

• Full CI green: lint/test/audits/schema+migration checks and production app build
• Cursor Bugbot clean on latest commit
• Greptile clean on latest commit
• Companion contract check green
• 0 unresolved review threads
• GitHub reports CLEAN and MERGEABLE
• Local focused suite: 97 tests; app TypeScript and Biome green

Companion catalog PR: simstudioai/mothership#378 (checks green, mergeable, awaiting the repository-required human approval).