feat: implement RightPanel component for tabbed navigation between Sources and Report; update report panel handling in dashboard chat page for improved user experience

surfsense_web/app/dashboard/[search_space_id]/new-chat/[[...chat_id]]/page.tsx

@@ -32,7 +32,7 @@ import { closeReportPanelAtom } from "@/atoms/chat/report-panel.atom";
 import { membersAtom } from "@/atoms/members/members-query.atoms";
 import { currentUserAtom } from "@/atoms/user/user-query.atoms";
 import { Thread } from "@/components/assistant-ui/thread";
-import { ReportPanel } from "@/components/report-panel/report-panel";
+import { MobileReportPanel } from "@/components/report-panel/report-panel";
 import type { ThinkingStep } from "@/components/tool-ui/deepagent-thinking";
 import { DisplayImageToolUI } from "@/components/tool-ui/display-image";
 import { GeneratePodcastToolUI } from "@/components/tool-ui/generate-podcast";
@@ -1668,7 +1668,7 @@ export default function NewChatPage() {
 				<div className="flex-1 flex flex-col min-w-0 overflow-hidden">
 					<Thread messageThinkingSteps={messageThinkingSteps} />
 				</div>
-				<ReportPanel />
+				<MobileReportPanel />
 			</div>
 		</AssistantRuntimeProvider>
 	);

surfsense_web/atoms/chat/report-panel.atom.ts

@@ -1,5 +1,6 @@
 import { atom } from "jotai";
 import { documentsSidebarOpenAtom } from "@/atoms/documents/ui.atoms";
+import { rightPanelCollapsedAtom, rightPanelTabAtom } from "@/atoms/layout/right-panel.atom";
 
 interface ReportPanelState {
 	isOpen: boolean;
@@ -44,15 +45,14 @@ export const openReportPanelAtom = atom(
 			wordCount: wordCount ?? null,
 			shareToken: shareToken ?? null,
 		});
-		set(documentsSidebarOpenAtom, false);
+		set(rightPanelTabAtom, "report");
+		set(rightPanelCollapsedAtom, false);
+		set(documentsSidebarOpenAtom, true);
 	}
 );
 
 /** Action atom to close the report panel */
-export const closeReportPanelAtom = atom(null, (get, set) => {
-	const wasOpen = get(reportPanelAtom).isOpen;
+export const closeReportPanelAtom = atom(null, (_get, set) => {
 	set(reportPanelAtom, initialState);
-	if (wasOpen) {
-		set(documentsSidebarOpenAtom, true);
-	}
+	set(rightPanelTabAtom, "sources");
 });

surfsense_web/atoms/layout/right-panel.atom.ts

@@ -0,0 +1,8 @@
+import { atom } from "jotai";
+
+export type RightPanelTab = "sources" | "report";
+
+export const rightPanelTabAtom = atom<RightPanelTab>("sources");
+
+/** Whether the right panel is collapsed (hidden but state preserved) */
+export const rightPanelCollapsedAtom = atom(false);

surfsense_web/components/assistant-ui/thread.tsx

@@ -22,7 +22,6 @@ import {
 	PlusIcon,
 	RefreshCwIcon,
 	SquareIcon,
-	SquareLibrary,
 	Unplug,
 	Upload,
 	X,
@@ -37,7 +36,6 @@ import {
 } from "@/atoms/chat/mentioned-documents.atom";
 import { connectorDialogOpenAtom } from "@/atoms/connector-dialog/connector-dialog.atoms";
 import { connectorsAtom } from "@/atoms/connectors/connector-query.atoms";
-import { documentTypeCountsAtom } from "@/atoms/documents/document-query.atoms";
 import { documentsSidebarOpenAtom } from "@/atoms/documents/ui.atoms";
 import { membersAtom } from "@/atoms/members/members-query.atoms";
 import {
@@ -77,7 +75,6 @@ import {
 	DropdownMenu,
 	DropdownMenuContent,
 	DropdownMenuItem,
-	DropdownMenuSeparator,
 	DropdownMenuTrigger,
 } from "@/components/ui/dropdown-menu";
 import { getConnectorIcon } from "@/contracts/enums/connectorIcons";
@@ -570,12 +567,6 @@ const ComposerAction: FC<ComposerActionProps> = ({ isBlockedByOtherUser = false
 	const { openDialog: openUploadDialog } = useDocumentUploadDialog();
 	const { data: connectors } = useAtomValue(connectorsAtom);
 	const connectorCount = connectors?.length ?? 0;
-	const { data: typeCounts } = useAtomValue(documentTypeCountsAtom);
-	const totalDocuments = useMemo(
-		() => (typeCounts ? Object.values(typeCounts).reduce((sum, n) => sum + n, 0) : 0),
-		[typeCounts]
-	);
-
 	const isComposerTextEmpty = useAssistantState(({ composer }) => {
 		const text = composer.text?.trim() || "";
 		return text.length === 0;
@@ -631,18 +622,6 @@ const ComposerAction: FC<ComposerActionProps> = ({ isBlockedByOtherUser = false
 							<Upload className="size-4 shrink-0" />
 							Upload files
 						</DropdownMenuItem>
-						{totalDocuments > 0 && (
-							<DropdownMenuItem
-								onClick={() => {
-									setAddMenuOpen(false);
-									setDocumentsSidebarOpen(true);
-								}}
-							>
-								<SquareLibrary className="size-4 shrink-0" />
-								Manage Documents
-							</DropdownMenuItem>
-						)}
-						<DropdownMenuSeparator />
 						<DropdownMenuItem
 							onClick={() => {
 								setAddMenuOpen(false);
@@ -650,7 +629,7 @@ const ComposerAction: FC<ComposerActionProps> = ({ isBlockedByOtherUser = false
 							}}
 						>
 							<Unplug className="size-4 shrink-0" />
-							{connectorCount > 0 ? "Manage connectors" : "Connect your tools"}
+							{connectorCount > 0 ? "Manage tools" : "Connect your tools"}
 							{connectorCount > 0 && (
 								<span className="ml-auto text-xs text-muted-foreground">{connectorCount}</span>
 							)}

surfsense_web/components/layout/ui/header/Header.tsx

@@ -1,11 +1,18 @@
 "use client";
 
-import { useAtomValue } from "jotai";
+import { useAtom, useAtomValue } from "jotai";
+import { PanelRight } from "lucide-react";
 import { usePathname } from "next/navigation";
 import { currentThreadAtom } from "@/atoms/chat/current-thread.atom";
+import { reportPanelAtom } from "@/atoms/chat/report-panel.atom";
+import { documentsSidebarOpenAtom } from "@/atoms/documents/ui.atoms";
+import { rightPanelCollapsedAtom } from "@/atoms/layout/right-panel.atom";
 import { activeSearchSpaceIdAtom } from "@/atoms/search-spaces/search-space-query.atoms";
 import { ChatHeader } from "@/components/new-chat/chat-header";
 import { ChatShareButton } from "@/components/new-chat/chat-share-button";
+import { Button } from "@/components/ui/button";
+import { Tooltip, TooltipContent, TooltipTrigger } from "@/components/ui/tooltip";
+import { useIsMobile } from "@/hooks/use-mobile";
 import type { ChatVisibility, ThreadRecord } from "@/lib/chat/thread-persistence";
 
 interface HeaderProps {
@@ -15,6 +22,7 @@ interface HeaderProps {
 export function Header({ mobileMenuTrigger }: HeaderProps) {
 	const pathname = usePathname();
 	const searchSpaceId = useAtomValue(activeSearchSpaceIdAtom);
+	const isMobile = useIsMobile();
 
 	const isChatPage = pathname?.includes("/new-chat") ?? false;
 
@@ -38,6 +46,13 @@ export function Header({ mobileMenuTrigger }: HeaderProps) {
 
 	const handleVisibilityChange = (_visibility: ChatVisibility) => {};
 
+	const [collapsed, setCollapsed] = useAtom(rightPanelCollapsedAtom);
+	const documentsOpen = useAtomValue(documentsSidebarOpenAtom);
+	const reportState = useAtomValue(reportPanelAtom);
+	const reportOpen = reportState.isOpen && !!reportState.reportId;
+	const hasRightPanelContent = documentsOpen || reportOpen;
+	const showExpandButton = !isMobile && collapsed && hasRightPanelContent;
+
 	return (
 		<header className="sticky top-0 z-10 flex h-14 shrink-0 items-center gap-2 bg-background/95 backdrop-blur supports-backdrop-filter:bg-background/60 px-4">
 			{/* Left side - Mobile menu trigger + Model selector */}
@@ -49,10 +64,26 @@ export function Header({ mobileMenuTrigger }: HeaderProps) {
 			</div>
 
 			{/* Right side - Actions */}
-			<div className="flex items-center gap-4">
+			<div className="flex items-center gap-2">
 				{hasThread && (
 					<ChatShareButton thread={threadForButton} onVisibilityChange={handleVisibilityChange} />
 				)}
+				{showExpandButton && (
+					<Tooltip>
+						<TooltipTrigger asChild>
+							<Button
+								variant="ghost"
+								size="icon"
+								onClick={() => setCollapsed(false)}
+								className="h-8 w-8 shrink-0"
+							>
+								<PanelRight className="h-4 w-4" />
+								<span className="sr-only">Expand panel</span>
+							</Button>
+						</TooltipTrigger>
+						<TooltipContent side="bottom">Expand panel</TooltipContent>
+					</Tooltip>
+				)}
 			</div>
 		</header>
 	);

surfsense_web/components/layout/ui/right-panel/RightPanel.tsx

@@ -0,0 +1,129 @@
+"use client";
+
+import { useAtom, useAtomValue, useSetAtom } from "jotai";
+import { PanelRight, PanelRightClose } from "lucide-react";
+import { useEffect } from "react";
+import { closeReportPanelAtom, reportPanelAtom } from "@/atoms/chat/report-panel.atom";
+import { documentsSidebarOpenAtom } from "@/atoms/documents/ui.atoms";
+import { rightPanelCollapsedAtom, rightPanelTabAtom } from "@/atoms/layout/right-panel.atom";
+import { ReportPanelContent } from "@/components/report-panel/report-panel";
+import { Button } from "@/components/ui/button";
+import { Tooltip, TooltipContent, TooltipTrigger } from "@/components/ui/tooltip";
+import { DocumentsSidebar } from "../sidebar";
+
+interface RightPanelProps {
+	documentsPanel?: {
+		open: boolean;
+		onOpenChange: (open: boolean) => void;
+	};
+}
+
+function CollapseButton({ onClick }: { onClick: () => void }) {
+	return (
+		<Tooltip>
+			<TooltipTrigger asChild>
+				<Button variant="ghost" size="icon" onClick={onClick} className="h-8 w-8 shrink-0">
+					<PanelRightClose className="h-4 w-4" />
+					<span className="sr-only">Collapse panel</span>
+				</Button>
+			</TooltipTrigger>
+			<TooltipContent side="left">Collapse panel</TooltipContent>
+		</Tooltip>
+	);
+}
+
+/**
+ * Absolutely positioned expand button — renders at top-right of the main
+ * container so it occupies the same screen position as the collapse button
+ * inside the Documents header.
+ */
+export function RightPanelExpandButton() {
+	const [collapsed, setCollapsed] = useAtom(rightPanelCollapsedAtom);
+	const documentsOpen = useAtomValue(documentsSidebarOpenAtom);
+	const reportState = useAtomValue(reportPanelAtom);
+	const reportOpen = reportState.isOpen && !!reportState.reportId;
+	const hasContent = documentsOpen || reportOpen;
+
+	if (!collapsed || !hasContent) return null;
+
+	return (
+		<div className="absolute top-4 right-4 z-20">
+			<Tooltip>
+				<TooltipTrigger asChild>
+					<Button
+						variant="ghost"
+						size="icon"
+						onClick={() => setCollapsed(false)}
+						className="h-8 w-8 shrink-0"
+					>
+						<PanelRight className="h-4 w-4" />
+						<span className="sr-only">Expand panel</span>
+					</Button>
+				</TooltipTrigger>
+				<TooltipContent side="left">Expand panel</TooltipContent>
+			</Tooltip>
+		</div>
+	);
+}
+
+export function RightPanel({ documentsPanel }: RightPanelProps) {
+	const [activeTab] = useAtom(rightPanelTabAtom);
+	const reportState = useAtomValue(reportPanelAtom);
+	const closeReport = useSetAtom(closeReportPanelAtom);
+	const [collapsed, setCollapsed] = useAtom(rightPanelCollapsedAtom);
+
+	const documentsOpen = documentsPanel?.open ?? false;
+	const reportOpen = reportState.isOpen && !!reportState.reportId;
+
+	// Close report on Escape key (works on Windows, macOS, and Linux)
+	// Must be called before early returns to satisfy Rules of Hooks.
+	useEffect(() => {
+		if (!reportOpen) return;
+		const handleKeyDown = (e: KeyboardEvent) => {
+			if (e.key === "Escape") {
+				closeReport();
+			}
+		};
+		document.addEventListener("keydown", handleKeyDown);
+		return () => document.removeEventListener("keydown", handleKeyDown);
+	}, [reportOpen, closeReport]);
+
+	if (!documentsOpen && !reportOpen) return null;
+	if (collapsed) return null;
+
+	const effectiveTab =
+		activeTab === "report" && !reportOpen
+			? "sources"
+			: activeTab === "sources" && !documentsOpen
+				? "report"
+				: activeTab;
+
+	const collapseButton = <CollapseButton onClick={() => setCollapsed(true)} />;
+
+	const panelWidth = effectiveTab === "sources" ? "w-[420px]" : "w-[640px]";
+
+	return (
+		<aside className={`flex h-full ${panelWidth} shrink-0 flex-col border-l bg-background animate-in slide-in-from-right-4 duration-200 ease-out transition-[width] `}>
+			<div className="flex-1 min-h-0 overflow-hidden">
+				{effectiveTab === "sources" && documentsOpen && documentsPanel && (
+					<DocumentsSidebar
+						open={documentsPanel.open}
+						onOpenChange={documentsPanel.onOpenChange}
+						embedded
+						headerAction={collapseButton}
+					/>
+				)}
+				{effectiveTab === "report" && reportOpen && (
+					<div className="flex h-full flex-col">
+						<ReportPanelContent
+							reportId={reportState.reportId!}
+							title={reportState.title || "Report"}
+							onClose={closeReport}
+							shareToken={reportState.shareToken}
+						/>
+					</div>
+				)}
+			</div>
+		</aside>
+	);
+}

surfsense_web/components/layout/ui/shell/LayoutShell.tsx

@@ -10,6 +10,7 @@ import { useSidebarResize } from "../../hooks/useSidebarResize";
 import type { ChatItem, NavItem, PageUsage, SearchSpace, User } from "../../types/layout.types";
 import { Header } from "../header";
 import { IconRail } from "../icon-rail";
+import { RightPanel } from "../right-panel/RightPanel";
 import {
 	AllPrivateChatsSidebar,
 	AllSharedChatsSidebar,
@@ -275,46 +276,36 @@ export function LayoutShell({
 
 					{/* Main container with sidebar and content - relative for inbox positioning */}
 					<div className="relative flex flex-1 rounded-xl border bg-background overflow-hidden">
-						<Sidebar
-							searchSpace={searchSpace}
-							isCollapsed={isCollapsed}
-							onToggleCollapse={toggleCollapsed}
-							navItems={navItems}
-							onNavItemClick={onNavItemClick}
-							chats={chats}
-							sharedChats={sharedChats}
-							activeChatId={activeChatId}
-							onNewChat={onNewChat}
-							onChatSelect={onChatSelect}
-							onChatRename={onChatRename}
-							onChatDelete={onChatDelete}
-							onChatArchive={onChatArchive}
-							onViewAllSharedChats={onViewAllSharedChats}
-							onViewAllPrivateChats={onViewAllPrivateChats}
-							user={user}
-							onSettings={onSettings}
-							onManageMembers={onManageMembers}
-							onUserSettings={onUserSettings}
-							onLogout={onLogout}
-							pageUsage={pageUsage}
-							theme={theme}
-							setTheme={setTheme}
-							className="hidden md:flex border-r shrink-0"
-							isLoadingChats={isLoadingChats}
-							sidebarWidth={sidebarWidth}
-							onResizeMouseDown={onResizeMouseDown}
-							isResizing={isResizing}
-						/>
-
-						{/* Docked Documents Sidebar - renders as flex sibling between sidebar and content */}
-						{documentsPanel?.isDocked && (
-							<DocumentsSidebar
-								open={documentsPanel.open}
-								onOpenChange={documentsPanel.onOpenChange}
-								isDocked={documentsPanel.isDocked}
-								onDockedChange={documentsPanel.onDockedChange}
-							/>
-						)}
+					<Sidebar
+						searchSpace={searchSpace}
+						isCollapsed={isCollapsed}
+						onToggleCollapse={toggleCollapsed}
+						navItems={navItems}
+						onNavItemClick={onNavItemClick}
+						chats={chats}
+						sharedChats={sharedChats}
+						activeChatId={activeChatId}
+						onNewChat={onNewChat}
+						onChatSelect={onChatSelect}
+						onChatRename={onChatRename}
+						onChatDelete={onChatDelete}
+						onChatArchive={onChatArchive}
+						onViewAllSharedChats={onViewAllSharedChats}
+						onViewAllPrivateChats={onViewAllPrivateChats}
+						user={user}
+						onSettings={onSettings}
+						onManageMembers={onManageMembers}
+						onUserSettings={onUserSettings}
+						onLogout={onLogout}
+						pageUsage={pageUsage}
+						theme={theme}
+						setTheme={setTheme}
+						className="hidden md:flex border-r shrink-0"
+						isLoadingChats={isLoadingChats}
+						sidebarWidth={sidebarWidth}
+						onResizeMouseDown={onResizeMouseDown}
+						isResizing={isResizing}
+					/>
 
 						<main className="flex-1 flex flex-col min-w-0">
 							<Header />
@@ -324,6 +315,16 @@ export function LayoutShell({
 							</div>
 						</main>
 
+						{/* Right panel — tabbed Sources/Report (desktop only) */}
+						{documentsPanel && (
+							<RightPanel
+								documentsPanel={{
+									open: documentsPanel.open,
+									onOpenChange: documentsPanel.onOpenChange,
+								}}
+							/>
+						)}
+
 						{/* Inbox Sidebar - slide-out panel */}
 						{inbox && (
 							<InboxSidebar
@@ -335,16 +336,6 @@ export function LayoutShell({
 							/>
 						)}
 
-						{/* Documents Sidebar - floating slide-out panel (non-docked mode) */}
-						{documentsPanel && !documentsPanel.isDocked && (
-							<DocumentsSidebar
-								open={documentsPanel.open}
-								onOpenChange={documentsPanel.onOpenChange}
-								isDocked={false}
-								onDockedChange={documentsPanel.onDockedChange}
-							/>
-						)}
-
 						{/* Announcements Sidebar */}
 						{announcementsPanel && (
 							<AnnouncementsSidebar

surfsense_web/components/layout/ui/sidebar/DocumentsSidebar.tsx

@@ -30,7 +30,11 @@ const SHOWCASE_CONNECTORS = [
 	{ type: "GOOGLE_GMAIL_CONNECTOR", label: "Gmail" },
 	{ type: "NOTION_CONNECTOR", label: "Notion" },
 	{ type: "YOUTUBE_CONNECTOR", label: "YouTube" },
+	{ type: "GOOGLE_CALENDAR_CONNECTOR", label: "Google Calendar" },
 	{ type: "SLACK_CONNECTOR", label: "Slack" },
+	{ type: "LINEAR_CONNECTOR", label: "Linear" },
+	{ type: "JIRA_CONNECTOR", label: "Jira" },
+	{ type: "GITHUB_CONNECTOR", label: "GitHub" },
 ] as const;
 
 interface DocumentsSidebarProps {
@@ -38,6 +42,10 @@ interface DocumentsSidebarProps {
 	onOpenChange: (open: boolean) => void;
 	isDocked?: boolean;
 	onDockedChange?: (docked: boolean) => void;
+	/** When true, renders content without any wrapper — parent provides the container */
+	embedded?: boolean;
+	/** Optional action element rendered in the header row (e.g. collapse button) */
+	headerAction?: React.ReactNode;
 }
 
 export function DocumentsSidebar({
@@ -45,6 +53,8 @@ export function DocumentsSidebar({
 	onOpenChange,
 	isDocked = false,
 	onDockedChange,
+	embedded = false,
+	headerAction,
 }: DocumentsSidebarProps) {
 	const t = useTranslations("documents");
 	const tSidebar = useTranslations("sidebar");
@@ -168,8 +178,8 @@ export function DocumentsSidebar({
 
 	const documentsContent = (
 		<>
-			<div className="shrink-0 p-4 pb-10">
-				<div className="flex items-center justify-between">
+		<div className="shrink-0 flex h-14 items-center px-4">
+			<div className="flex w-full items-center justify-between">
 					<div className="flex items-center gap-2">
 						{isMobile && (
 							<Button
@@ -214,12 +224,13 @@ export function DocumentsSidebar({
 								</TooltipContent>
 							</Tooltip>
 						)}
+						{headerAction}
 					</div>
 				</div>
 			</div>
 
 			{/* Connected tools strip */}
-			<div className="shrink-0 mx-4 mb-3 flex select-none items-center gap-2 rounded-lg border bg-muted/50 px-3 py-2">
+			<div className="shrink-0 mx-4 mt-2 mb-3 flex select-none items-center gap-2 rounded-lg border bg-muted/50 px-3 py-2">
 				<button
 					type="button"
 					onClick={() => setConnectorDialogOpen(true)}
@@ -278,6 +289,14 @@ export function DocumentsSidebar({
 		</>
 	);
 
+	if (embedded) {
+		return (
+			<div className="flex h-full flex-col bg-sidebar text-sidebar-foreground">
+				{documentsContent}
+			</div>
+		);
+	}
+
 	if (isDocked && open && !isMobile) {
 		return (
 			<aside

surfsense_web/components/report-panel/report-panel.tsx

@@ -95,9 +95,9 @@ function ReportPanelSkeleton() {
 }
 
 /**
- * Inner content component used by both desktop panel and mobile drawer
+ * Inner content component used by desktop panel, mobile drawer, and the layout right panel
  */
-function ReportPanelContent({
+export function ReportPanelContent({
 	reportId,
 	title,
 	onClose,
@@ -579,3 +579,18 @@ export function ReportPanel() {
 
 	return <MobileReportDrawer />;
 }
+
+/**
+ * MobileReportPanel — mobile-only report drawer
+ *
+ * Used in the dashboard chat page where the desktop report is handled
+ * by the layout-level RightPanel instead.
+ */
+export function MobileReportPanel() {
+	const panelState = useAtomValue(reportPanelAtom);
+	const isDesktop = useMediaQuery("(min-width: 1024px)");
+
+	if (isDesktop || !panelState.isOpen || !panelState.reportId) return null;
+
+	return <MobileReportDrawer />;
+}