Function createFork

apps/sim/lib/workspaces/fork/create-fork.ts:109–424

(params: CreateForkParams)

 * all credential references) are cleared; env-var references are preserved.
 */
export async function createFork(params: CreateForkParams): Promise<CreateForkResult> {
  const { source, policy, userId, requestId = 'unknown' } = params
  const selection = params.selection ?? EMPTY_SELECTION
  const childName = params.name?.trim() || `${source.name} (fork)`

  // Read the source's deployed workflows + states BEFORE the transaction so these
  // global-pool reads don't check out a second pooled connection from inside the
  // fork tx (which can deadlock the pool at saturation).
  const { deployedWorkflows, sourceStates } = await loadSourceDeployedStates(source.id)

  // Documents the copied workflows reference (document-selector values + nested documentId
  // tool params). Those whose parent KB is being copied get a placeholder + id map inside the
  // fork tx so their references remap to the copied document instead of being cleared.
  const referencedDocumentIds = collectReferencedDocumentIds(
    deployedWorkflows.flatMap((wf) => {
      const sourceState = sourceStates.get(wf.id)
      return sourceState ? [sourceState] : []
    })
  )

  const forkedWorkflowNames: string[] = []
  let forkedResourceNames: ForkCopiedResourceNames = {
    tables: [],
    knowledgeBases: [],
    customTools: [],
    skills: [],
    workflowMcpServers: [],
  }
  const { result, blobTasks, contentPlan, contentRefMaps } = await db.transaction(async (tx) => {
    await setForkLockTimeout(tx)
    const now = new Date()
    const childWorkspaceId = generateId()

    await tx.insert(workspace).values({
      id: childWorkspaceId,
      name: childName,
      ownerId: userId,
      organizationId: policy.organizationId,
      workspaceMode: policy.workspaceMode,
      billedAccountUserId: policy.billedAccountUserId,
      allowPersonalApiKeys: true,
      forkedFromWorkspaceId: source.id,
      createdAt: now,
      updatedAt: now,
    })

    const sourcePermissions = await tx
      .select({ userId: permissions.userId, permissionType: permissions.permissionType })
      .from(permissions)
      .where(and(eq(permissions.entityType, 'workspace'), eq(permissions.entityId, source.id)))

    const permissionByUser = new Map<string, PermissionType>()
    for (const row of sourcePermissions) {
      permissionByUser.set(row.userId, row.permissionType)
    }
    permissionByUser.set(userId, 'admin')
    if (
      policy.workspaceMode === WORKSPACE_MODE.ORGANIZATION &&