From 3faaa25af620d4090a68962e3c64819c7156cd59 Mon Sep 17 00:00:00 2001
From: Anish Sarkar <104695310+AnishSarkar22@users.noreply.github.com>
Date: Thu, 28 May 2026 13:11:05 +0530
Subject: [PATCH] refactor(database): update default source values to
 'surfsense' for chat threads and messages

---
 .../alembic/versions/144_add_gateway_tables.py            | 4 ++--
 surfsense_backend/app/db.py                               | 8 ++++----
 surfsense_backend/app/gateway/agent_invoke.py             | 5 ++++-
 surfsense_web/content/docs/manual-installation.mdx        | 2 +-
 4 files changed, 11 insertions(+), 8 deletions(-)

diff --git a/surfsense_backend/alembic/versions/144_add_gateway_tables.py b/surfsense_backend/alembic/versions/144_add_gateway_tables.py
index 35eb662c8..91d06f815 100644
--- a/surfsense_backend/alembic/versions/144_add_gateway_tables.py
+++ b/surfsense_backend/alembic/versions/144_add_gateway_tables.py
@@ -424,7 +424,7 @@ def upgrade() -> None:
     if not _column_exists(conn, "new_chat_threads", "source"):
         op.add_column(
             "new_chat_threads",
-            sa.Column("source", sa.Text(), nullable=False, server_default="web"),
+            sa.Column("source", sa.Text(), nullable=False, server_default="surfsense"),
         )
     op.alter_column("new_chat_threads", "source", type_=sa.Text())
     if not _column_exists(conn, "new_chat_threads", "external_chat_binding_id"):
@@ -454,7 +454,7 @@ def upgrade() -> None:
     if not _column_exists(conn, "new_chat_messages", "source"):
         op.add_column(
             "new_chat_messages",
-            sa.Column("source", sa.Text(), nullable=False, server_default="web"),
+            sa.Column("source", sa.Text(), nullable=False, server_default="surfsense"),
         )
     op.alter_column("new_chat_messages", "source", type_=sa.Text())
     if not _column_exists(conn, "new_chat_messages", "platform_metadata"):
diff --git a/surfsense_backend/app/db.py b/surfsense_backend/app/db.py
index de7792627..e9b301ece 100644
--- a/surfsense_backend/app/db.py
+++ b/surfsense_backend/app/db.py
@@ -696,9 +696,9 @@ class NewChatThread(BaseModel, TimestampMixin):
     # agent_llm_id changes). Unindexed: all reads are by primary key.
     pinned_llm_config_id = Column(Integer, nullable=True)
 
-    # Surface metadata for web and external chat threads. Zero publishes all
-    # chat-message sources; the UI can decide which surfaces to render.
-    source = Column(Text, nullable=False, default="web", server_default="web")
+    # Surface metadata for first-party SurfSense and external chat threads.
+    # Zero publishes all chat-message sources; the UI can decide which surfaces to render.
+    source = Column(Text, nullable=False, default="surfsense", server_default="surfsense")
     external_chat_binding_id = Column(
         BigInteger,
         ForeignKey("external_chat_bindings.id", ondelete="SET NULL"),
@@ -786,7 +786,7 @@ class NewChatMessage(BaseModel, TimestampMixin):
 
     # Mirrors the parent thread source for publication-level filtering.
     # This denormalization avoids join-dependent logical replication rules.
-    source = Column(Text, nullable=False, default="web", server_default="web")
+    source = Column(Text, nullable=False, default="surfsense", server_default="surfsense")
     platform_metadata = Column(JSONB, nullable=True)
 
     # Relationships
diff --git a/surfsense_backend/app/gateway/agent_invoke.py b/surfsense_backend/app/gateway/agent_invoke.py
index 39d1fb299..b195f3bce 100644
--- a/surfsense_backend/app/gateway/agent_invoke.py
+++ b/surfsense_backend/app/gateway/agent_invoke.py
@@ -88,7 +88,10 @@ async def call_agent_for_gateway(
             await stream.aclose()
         await session.execute(
             update(NewChatMessage)
-            .where(NewChatMessage.thread_id == thread.id, NewChatMessage.source == "web")
+            .where(
+                NewChatMessage.thread_id == thread.id,
+                NewChatMessage.source == "surfsense",
+            )
             .values(source="telegram")
         )
         await session.commit()
diff --git a/surfsense_web/content/docs/manual-installation.mdx b/surfsense_web/content/docs/manual-installation.mdx
index f977ef11d..602c9a30b 100644
--- a/surfsense_web/content/docs/manual-installation.mdx
+++ b/surfsense_web/content/docs/manual-installation.mdx
@@ -41,7 +41,7 @@ The backend is the core of SurfSense. Follow these steps to set it up:
 
 ### Optional: Telegram External Chat Surface
 
-SurfSense can expose the same canonical chat agent through Telegram. The `external_chat_*` tables store adapter identity, delivery configuration, and durable inbox rows. The actual chat thread and messages remain in `new_chat_threads` and `new_chat_messages`, and all chat-message sources are eligible for Zero replication so a future SurfSense UI layer can render external chat surfaces. The web app initially shows pairing, health, revoke, and resume controls under **User Settings > Messaging Channels**.
+SurfSense can expose the same canonical chat agent through Telegram. The `external_chat_*` tables store adapter identity, delivery configuration, and durable inbox rows. The actual chat thread and messages remain in `new_chat_threads` and `new_chat_messages`, with first-party web/desktop chats marked as `source="surfsense"` and external surfaces marked by platform, such as `source="telegram"`. All chat-message sources are eligible for Zero replication so a future SurfSense UI layer can render external chat surfaces. The web app initially shows pairing, health, revoke, and resume controls under **User Settings > Messaging Channels**.
 
 Add these variables to `surfsense_backend/.env` when enabling the Telegram surface: