feat(copilot): preserve mothership chat when opening workflow

apps/sim/app/api/copilot/chats/route.ts

@@ -36,6 +36,8 @@ export const GET = withRouteHandler(async (_request: NextRequest) => {
         workspaceId: copilotChats.workspaceId,
         activeStreamId: copilotChats.conversationId,
         updatedAt: copilotChats.updatedAt,
+        type: copilotChats.type,
+        resources: copilotChats.resources,
       })
       .from(copilotChats)
       .leftJoin(workflow, eq(copilotChats.workflowId, workflow.id))

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

@@ -211,12 +211,19 @@ export const ResourceContent = memo(function ResourceContent({
 interface ResourceActionsProps {
   workspaceId: string
   resource: MothershipResource
+  chatId?: string
 }
 
-export function ResourceActions({ workspaceId, resource }: ResourceActionsProps) {
+export function ResourceActions({ workspaceId, resource, chatId }: ResourceActionsProps) {
   switch (resource.type) {
     case 'workflow':
-      return <EmbeddedWorkflowActions workspaceId={workspaceId} workflowId={resource.id} />
+      return (
+        <EmbeddedWorkflowActions
+          workspaceId={workspaceId}
+          workflowId={resource.id}
+          chatId={chatId}
+        />
+      )
     case 'file':
       return <EmbeddedFileActions workspaceId={workspaceId} fileId={resource.id} />
     case 'knowledgebase':
@@ -244,9 +251,14 @@ export function ResourceActions({ workspaceId, resource }: ResourceActionsProps)
 interface EmbeddedWorkflowActionsProps {
   workspaceId: string
   workflowId: string
+  chatId?: string
 }
 
-export function EmbeddedWorkflowActions({ workspaceId, workflowId }: EmbeddedWorkflowActionsProps) {
+export function EmbeddedWorkflowActions({
+  workspaceId,
+  workflowId,
+  chatId,
+}: EmbeddedWorkflowActionsProps) {
   const router = useRouter()
   const { navigateToSettings } = useSettingsNavigation()
   const { userPermissions: effectivePermissions } = useWorkspacePermissionsContext()
@@ -284,7 +296,10 @@ export function EmbeddedWorkflowActions({ workspaceId, workflowId }: EmbeddedWor
   }
 
   const handleOpenWorkflow = () => {
-    window.open(`/workspace/${workspaceId}/w/${workflowId}`, '_blank')
+    const url = chatId
+      ? `/workspace/${workspaceId}/w/${workflowId}?chatId=${encodeURIComponent(chatId)}`
+      : `/workspace/${workspaceId}/w/${workflowId}`
+    router.push(url)
   }
 
   return (

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

@@ -117,7 +117,9 @@ export const MothershipView = memo(
             onReorderResources={onReorderResources}
             onCollapse={onCollapse}
             actions={
-              active ? <ResourceActions workspaceId={workspaceId} resource={active} /> : null
+              active ? (
+                <ResourceActions workspaceId={workspaceId} resource={active} chatId={chatId} />
+              ) : null
             }
             previewMode={isActivePreviewable ? previewMode : undefined}
             onCyclePreviewMode={isActivePreviewable ? handleCyclePreview : undefined}

apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/panel.tsx

@@ -5,7 +5,7 @@ import { createLogger } from '@sim/logger'
 import { toError } from '@sim/utils/errors'
 import { useQueryClient } from '@tanstack/react-query'
 import { History, Plus } from 'lucide-react'
-import { useParams, useRouter } from 'next/navigation'
+import { useParams, useRouter, useSearchParams } from 'next/navigation'
 import { usePostHog } from 'posthog-js/react'
 import { useShallow } from 'zustand/react/shallow'
 import {
@@ -46,7 +46,11 @@ import { captureEvent } from '@/lib/posthog/client'
 import { generateWorkflowJson } from '@/lib/workflows/operations/import-export'
 import { ConversationListItem } from '@/app/workspace/[workspaceId]/components'
 import { MothershipChat } from '@/app/workspace/[workspaceId]/home/components'
-import { getWorkflowCopilotUseChatOptions, useChat } from '@/app/workspace/[workspaceId]/home/hooks'
+import {
+  getMothershipUseChatOptions,
+  getWorkflowCopilotUseChatOptions,
+  useChat,
+} from '@/app/workspace/[workspaceId]/home/hooks'
 import type { FileAttachmentForApi } from '@/app/workspace/[workspaceId]/home/types'
 import { useRegisterGlobalCommands } from '@/app/workspace/[workspaceId]/providers/global-commands-provider'
 import { useUserPermissionsContext } from '@/app/workspace/[workspaceId]/providers/workspace-permissions-provider'
@@ -118,7 +122,9 @@ interface PanelProps {
 export const Panel = memo(function Panel({ workspaceId: propWorkspaceId }: PanelProps = {}) {
   const router = useRouter()
   const params = useParams()
+  const searchParams = useSearchParams()
   const workspaceId = propWorkspaceId ?? (params.workspaceId as string)
+  const urlChatIdParam = searchParams?.get('chatId') ?? null
 
   const posthog = usePostHog()
   const posthogRef = useRef(posthog)
@@ -250,11 +256,23 @@ export const Panel = memo(function Panel({ workspaceId: propWorkspaceId }: Panel
   )
   const [isCopilotHistoryOpen, setIsCopilotHistoryOpen] = useState(false)
 
-  const copilotChatTitle = useMemo(
-    () =>
-      copilotChatId ? (copilotChatList.find((c) => c.id === copilotChatId)?.title ?? null) : null,
+  const selectedCopilotChat = useMemo(
+    () => (copilotChatId ? (copilotChatList.find((c) => c.id === copilotChatId) ?? null) : null),
     [copilotChatId, copilotChatList]
   )
+  const copilotChatTitle = selectedCopilotChat?.title ?? null
+
+  /**
+   * A selected chat is "foreign" to this workflow when it was started in
+   * Mothership (`type === 'mothership'`) but ended up referencing this
+   * workflow via `resources`. We keep the conversation continuable by
+   * routing sends through the Mothership branch — i.e. the request goes
+   * out without `workflowId`, so the server uses the broader Mothership
+   * agent surface that originally produced the chat. The trade-off is
+   * that resources spawned during continuation only show up in the
+   * Mothership view; this panel shows the conversation only.
+   */
+  const isMothershipChat = selectedCopilotChat?.type === 'mothership'
 
   const queryClient = useQueryClient()
   const loadCopilotChats = useCallback(() => {
@@ -264,8 +282,14 @@ export const Panel = memo(function Panel({ workspaceId: propWorkspaceId }: Panel
 
   // Auto-select most recent on first list arrival per workflow, and drop a
   // selection that no longer matches anything in the current list (e.g. the
-  // chat was deleted in another tab).
+  // chat was deleted in another tab). When a `?chatId=` param is present in
+  // the URL (e.g. after clicking "Open Workflow" from a Mothership task),
+  // prefer that chat over the most recent so the original conversation is
+  // shown right away. The URL param is honored once per distinct value so
+  // returning to a workflow with a fresh `?chatId=` re-applies it instead of
+  // being shadowed by the once-per-workflow auto-select guard.
   const autoSelectAttemptedForRef = useRef<Set<string>>(new Set())
+  const consumedUrlChatIdRef = useRef<string | null>(null)
   useEffect(() => {
     if (!activeWorkflowId) return
 
@@ -274,12 +298,23 @@ export const Panel = memo(function Panel({ workspaceId: propWorkspaceId }: Panel
       return
     }
 
+    if (
+      urlChatIdParam &&
+      consumedUrlChatIdRef.current !== urlChatIdParam &&
+      copilotChatList.find((c) => c.id === urlChatIdParam)
+    ) {
+      consumedUrlChatIdRef.current = urlChatIdParam
+      autoSelectAttemptedForRef.current.add(activeWorkflowId)
+      setCopilotChatId(urlChatIdParam)
+      return
+    }
+
     if (copilotChatId) return
     if (autoSelectAttemptedForRef.current.has(activeWorkflowId)) return
     if (copilotChatList.length === 0) return
     autoSelectAttemptedForRef.current.add(activeWorkflowId)
     setCopilotChatId(copilotChatList[0].id)
-  }, [copilotChatList, copilotChatId, activeWorkflowId, setCopilotChatId])
+  }, [copilotChatList, copilotChatId, activeWorkflowId, setCopilotChatId, urlChatIdParam])
 
   useEffect(() => {
     posthogRef.current = posthog
@@ -335,6 +370,40 @@ export const Panel = memo(function Panel({ workspaceId: propWorkspaceId }: Panel
     [activeWorkflowId]
   )
 
+  const handleCopilotRequestStarted = useCallback(
+    ({ requestId, userMessageId }: { requestId: string; userMessageId: string }) => {
+      captureEvent(posthogRef.current, 'task_request_started', {
+        workspace_id: workspaceId,
+        view: 'copilot',
+        request_id: requestId,
+        user_message_id: userMessageId,
+      })
+    },
+    [workspaceId]
+  )
+
+  const copilotChatOptions = useMemo(
+    () =>
+      isMothershipChat
+        ? getMothershipUseChatOptions({
+            onStreamEnd: loadCopilotChats,
+            onRequestStarted: handleCopilotRequestStarted,
+          })
+        : getWorkflowCopilotUseChatOptions({
+            workflowId: activeWorkflowId || undefined,
+            onTitleUpdate: loadCopilotChats,
+            onToolResult: handleCopilotToolResult,
+            onRequestStarted: handleCopilotRequestStarted,
+          }),
+    [
+      isMothershipChat,
+      activeWorkflowId,
+      loadCopilotChats,
+      handleCopilotToolResult,
+      handleCopilotRequestStarted,
+    ]
+  )
+
   const {
     messages: copilotMessages,
     isSending: copilotIsSending,
@@ -347,23 +416,7 @@ export const Panel = memo(function Panel({ workspaceId: propWorkspaceId }: Panel
     sendNow: copilotSendNow,
     editQueuedMessage: copilotEditQueuedMessage,
     getCurrentRequestId: getCopilotCurrentRequestId,
-  } = useChat(
-    workspaceId,
-    copilotChatId,
-    getWorkflowCopilotUseChatOptions({
-      workflowId: activeWorkflowId || undefined,
-      onTitleUpdate: loadCopilotChats,
-      onToolResult: handleCopilotToolResult,
-      onRequestStarted: ({ requestId, userMessageId }) => {
-        captureEvent(posthogRef.current, 'task_request_started', {
-          workspace_id: workspaceId,
-          view: 'copilot',
-          request_id: requestId,
-          user_message_id: userMessageId,
-        })
-      },
-    })
-  )
+  } = useChat(workspaceId, copilotChatId, copilotChatOptions)
 
   const handleCopilotNewChat = useCallback(() => {
     if (!activeWorkflowId || !workspaceId) return
@@ -444,6 +497,20 @@ export const Panel = memo(function Panel({ workspaceId: propWorkspaceId }: Panel
     setHasHydrated(true)
   }, [setHasHydrated])
 
+  /**
+   * If the workflow page was opened with `?chatId=`, surface the copilot
+   * tab so the linked conversation is visible without an extra click.
+   * Re-applies whenever the param changes so returning to a workflow with
+   * a fresh `?chatId=` switches the tab again.
+   */
+  const handledTabSwitchForChatIdRef = useRef<string | null>(null)
+  useEffect(() => {
+    if (!urlChatIdParam) return
+    if (handledTabSwitchForChatIdRef.current === urlChatIdParam) return
+    handledTabSwitchForChatIdRef.current = urlChatIdParam
+    setActiveTab('copilot')
+  }, [urlChatIdParam, setActiveTab])
+
   useEffect(() => {
     const handler = (e: Event) => {
       const message = (e as CustomEvent<{ message: string }>).detail?.message

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

@@ -17,7 +17,11 @@ async function fetchCopilotChats(
 ): Promise<CopilotChatListItem[]> {
   try {
     const data = await requestJson(listCopilotChatsContract, { signal })
-    return data.chats.filter((c) => c.workflowId === workflowId)
+    return data.chats.filter(
+      (c) =>
+        c.workflowId === workflowId ||
+        c.resources?.some((r) => r.type === 'workflow' && r.id === workflowId)
+    )
   } catch (error) {
     if (error instanceof ApiClientError) return []
     throw error

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

@@ -112,6 +112,12 @@ const copilotResourceTypeSchema = z.enum([
   'log',
 ])
 
+const copilotChatResourceSchema = z.object({
+  type: copilotResourceTypeSchema,
+  id: z.string(),
+  title: z.string(),
+})
+
 export const addCopilotChatResourceBodySchema = z.object({
   chatId: z.string(),
   resource: z.object({
@@ -301,6 +307,8 @@ export const copilotChatListItemSchema = z.object({
   workspaceId: z.string().nullable().optional(),
   activeStreamId: z.string().nullable(),
   updatedAt: z.string().nullable(),
+  type: z.enum(['mothership', 'copilot']).nullable().optional(),
+  resources: z.array(copilotChatResourceSchema).nullable().optional(),
 })
 export type CopilotChatListItem = z.output<typeof copilotChatListItemSchema>
 
@@ -378,12 +386,6 @@ const copilotCheckpointSchema = z.object({
   updatedAt: z.string().nullable(),
 })
 
-const copilotChatResourceSchema = z.object({
-  type: copilotResourceTypeSchema,
-  id: z.string(),
-  title: z.string(),
-})
-
 const copilotAvailableModelSchema = z.object({
   id: z.string(),
   friendlyName: z.string(),