Merge pull request #871 from MODSetter/dev

feat: fixed bad UI/UX

surfsense_backend/app/routes/search_spaces_routes.py

@@ -125,11 +125,14 @@ async def read_search_spaces(
                    If False (default), return all search spaces the user has access to.
     """
     try:
+        # Exclude spaces that are pending background deletion
+        not_deleting = ~SearchSpace.name.startswith("[DELETING] ")
+
         if owned_only:
             # Return only search spaces where user is the original creator (user_id)
             result = await session.execute(
                 select(SearchSpace)
-                .filter(SearchSpace.user_id == user.id)
+                .filter(SearchSpace.user_id == user.id, not_deleting)
                 .order_by(SearchSpace.id.asc())
                 .offset(skip)
                 .limit(limit)
@@ -139,7 +142,7 @@ async def read_search_spaces(
             result = await session.execute(
                 select(SearchSpace)
                 .join(SearchSpaceMembership)
-                .filter(SearchSpaceMembership.user_id == user.id)
+                .filter(SearchSpaceMembership.user_id == user.id, not_deleting)
                 .order_by(SearchSpace.id.asc())
                 .offset(skip)
                 .limit(limit)

surfsense_backend/tests/integration/document_upload/conftest.py

@@ -183,7 +183,7 @@ async def _cleanup_documents(
     for doc_id in cleanup_doc_ids:
         try:
             resp = await delete_document(client, headers, doc_id)
-            if resp.status_code == 409:
+            if resp.status_code != 200:
                 remaining_ids.append(doc_id)
         except Exception:
             remaining_ids.append(doc_id)
@@ -274,6 +274,15 @@ def _mock_external_apis(monkeypatch):
     )
 
 
+@pytest.fixture(autouse=True)
+def _mock_celery_delete_task(monkeypatch):
+    """Mock Celery delete dispatch — no broker is available in CI."""
+    monkeypatch.setattr(
+        "app.tasks.celery_tasks.document_tasks.delete_document_task.delay",
+        lambda *args, **kwargs: None,
+    )
+
+
 @pytest.fixture(autouse=True)
 def _mock_redis_heartbeat(monkeypatch):
     """Mock Redis heartbeat — Redis is an external infrastructure boundary."""

surfsense_web/app/dashboard/[search_space_id]/documents/(manage)/components/DocumentsTableShell.tsx

@@ -320,6 +320,7 @@ export function DocumentsTableShell({
 	sortDesc,
 	onSortChange,
 	deleteDocument,
+	bulkDeleteDocuments,
 	searchSpaceId,
 	hasMore = false,
 	loadingMore = false,
@@ -336,6 +337,7 @@ export function DocumentsTableShell({
 	sortDesc: boolean;
 	onSortChange: (key: SortKey) => void;
 	deleteDocument: (id: number) => Promise<boolean>;
+	bulkDeleteDocuments?: (ids: number[]) => Promise<{ success: number; failed: number }>;
 	searchSpaceId: string;
 	hasMore?: boolean;
 	loadingMore?: boolean;
@@ -370,6 +372,8 @@ export function DocumentsTableShell({
 	const [deleteDoc, setDeleteDoc] = useState<Document | null>(null);
 	const [isDeleting, setIsDeleting] = useState(false);
 	const [mobileActionDoc, setMobileActionDoc] = useState<Document | null>(null);
+	const [bulkDeleteConfirmOpen, setBulkDeleteConfirmOpen] = useState(false);
+	const [isBulkDeleting, setIsBulkDeleting] = useState(false);
 	const router = useRouter();
 
 	const desktopSentinelRef = useRef<HTMLDivElement>(null);
@@ -496,6 +500,59 @@ export function DocumentsTableShell({
 
 	const onSortHeader = (key: SortKey) => onSortChange(key);
 
+	const deletableSelectedIds = React.useMemo(() => {
+		if (!mentionedDocIds || mentionedDocIds.size === 0) return [];
+		return sorted
+			.filter((doc) => {
+				if (!mentionedDocIds.has(doc.id)) return false;
+				const state = doc.status?.state;
+				return (
+					state !== "pending" &&
+					state !== "processing" &&
+					!NON_DELETABLE_DOCUMENT_TYPES.includes(
+						doc.document_type as (typeof NON_DELETABLE_DOCUMENT_TYPES)[number]
+					)
+				);
+			})
+			.map((doc) => doc.id);
+	}, [sorted, mentionedDocIds]);
+
+	const hasDeletableSelection = deletableSelectedIds.length > 0;
+
+	const handleBulkDelete = useCallback(async () => {
+		if (deletableSelectedIds.length === 0) return;
+		setIsBulkDeleting(true);
+		try {
+			if (bulkDeleteDocuments) {
+				const { success, failed } = await bulkDeleteDocuments(deletableSelectedIds);
+				if (success > 0) {
+					toast.success(`Deleted ${success} document${success !== 1 ? "s" : ""}`);
+				}
+				if (failed > 0) {
+					toast.error(`Failed to delete ${failed} document${failed !== 1 ? "s" : ""}`);
+				}
+			} else {
+				const results = await Promise.allSettled(
+					deletableSelectedIds.map((id) => deleteDocument(id))
+				);
+				const successCount = results.filter(
+					(r) => r.status === "fulfilled" && r.value === true
+				).length;
+				const failCount = deletableSelectedIds.length - successCount;
+				if (successCount > 0) {
+					toast.success(`Deleted ${successCount} document${successCount !== 1 ? "s" : ""}`);
+				}
+				if (failCount > 0) {
+					toast.error(`Failed to delete ${failCount} document${failCount !== 1 ? "s" : ""}`);
+				}
+			}
+		} catch {
+			toast.error("Failed to delete documents");
+		}
+		setIsBulkDeleting(false);
+		setBulkDeleteConfirmOpen(false);
+	}, [deletableSelectedIds, bulkDeleteDocuments, deleteDocument]);
+
 	return (
 		<div className="bg-sidebar overflow-hidden select-none border-t border-border/50 flex-1 flex flex-col min-h-0">
 			{/* Desktop Table View */}
@@ -530,7 +587,22 @@ export function DocumentsTableShell({
 								</span>
 							</TableHead>
 							<TableHead className="w-12 text-center h-8 pl-0 pr-3">
+								{hasDeletableSelection ? (
+									<Tooltip>
+										<TooltipTrigger asChild>
+											<button
+												type="button"
+												onClick={() => setBulkDeleteConfirmOpen(true)}
+												className="inline-flex items-center justify-center h-6 w-6 rounded-md text-muted-foreground hover:text-destructive hover:bg-destructive/10 transition-colors"
+											>
+												<Trash2 size={14} />
+											</button>
+										</TooltipTrigger>
+										<TooltipContent>Delete {deletableSelectedIds.length} selected</TooltipContent>
+									</Tooltip>
+								) : (
 									<span className="text-xs font-medium text-muted-foreground">Status</span>
+								)}
 							</TableHead>
 						</TableRow>
 					</TableHeader>
@@ -742,6 +814,22 @@ export function DocumentsTableShell({
 					ref={mobileScrollRef}
 					className="md:hidden divide-y divide-border/50 flex-1 overflow-auto"
 				>
+					{hasDeletableSelection && (
+						<div className="flex items-center justify-between px-3 py-2 bg-muted/50 border-b border-border/50 sticky top-0 z-10">
+							<span className="text-xs text-muted-foreground">
+								{deletableSelectedIds.length} deletable selected
+							</span>
+							<Button
+								variant="destructive"
+								size="sm"
+								className="h-7 px-2.5 text-xs"
+								onClick={() => setBulkDeleteConfirmOpen(true)}
+							>
+								<Trash2 size={12} className="mr-1" />
+								Delete
+							</Button>
+						</div>
+					)}
 					{sorted.map((doc) => {
 						const isMentioned = mentionedDocIds?.has(doc.id) ?? false;
 						const canInteract = isSelectable(doc);
@@ -957,6 +1045,41 @@ export function DocumentsTableShell({
 					</div>
 				</DrawerContent>
 			</Drawer>
+
+			{/* Bulk Delete Confirmation Dialog */}
+			<AlertDialog
+				open={bulkDeleteConfirmOpen}
+				onOpenChange={(open) => !open && !isBulkDeleting && setBulkDeleteConfirmOpen(false)}
+			>
+				<AlertDialogContent>
+					<AlertDialogHeader>
+						<AlertDialogTitle>
+							Delete {deletableSelectedIds.length} document
+							{deletableSelectedIds.length !== 1 ? "s" : ""}?
+						</AlertDialogTitle>
+						<AlertDialogDescription>
+							This action cannot be undone.{" "}
+							{deletableSelectedIds.length === 1
+								? "This document"
+								: `These ${deletableSelectedIds.length} documents`}{" "}
+							will be permanently deleted from your search space.
+						</AlertDialogDescription>
+					</AlertDialogHeader>
+					<AlertDialogFooter>
+						<AlertDialogCancel disabled={isBulkDeleting}>Cancel</AlertDialogCancel>
+						<AlertDialogAction
+							onClick={(e) => {
+								e.preventDefault();
+								handleBulkDelete();
+							}}
+							disabled={isBulkDeleting}
+							className="bg-destructive text-destructive-foreground hover:bg-destructive/90"
+						>
+							{isBulkDeleting ? "Deleting..." : "Delete"}
+						</AlertDialogAction>
+					</AlertDialogFooter>
+				</AlertDialogContent>
+			</AlertDialog>
 		</div>
 	);
 }

surfsense_web/atoms/agent-tools/agent-tools.atoms.ts

@@ -1,6 +1,6 @@
 import { atom } from "jotai";
 import { atomWithQuery } from "jotai-tanstack-query";
-import { agentToolsApiService, type AgentToolInfo } from "@/lib/apis/agent-tools-api.service";
+import { type AgentToolInfo, agentToolsApiService } from "@/lib/apis/agent-tools-api.service";
 import { cacheKeys } from "@/lib/query-client/cache-keys";
 import { activeSearchSpaceIdAtom } from "../search-spaces/search-space-query.atoms";
 

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

@@ -1,5 +1,4 @@
 import { atom } from "jotai";
-import { documentsSidebarOpenAtom } from "@/atoms/documents/ui.atoms";
 import { rightPanelCollapsedAtom, rightPanelTabAtom } from "@/atoms/layout/right-panel.atom";
 
 interface ReportPanelState {
@@ -25,11 +24,14 @@ export const reportPanelAtom = atom<ReportPanelState>(initialState);
 /** Derived read-only atom for checking if panel is open */
 export const reportPanelOpenAtom = atom((get) => get(reportPanelAtom).isOpen);
 
+/** Snapshot of `rightPanelCollapsedAtom` taken before the report opens */
+const preReportCollapsedAtom = atom<boolean | null>(null);
+
 /** Action atom to open the report panel with a specific report */
 export const openReportPanelAtom = atom(
 	null,
 	(
-		_get,
+		get,
 		set,
 		{
 			reportId,
@@ -38,6 +40,9 @@ export const openReportPanelAtom = atom(
 			shareToken,
 		}: { reportId: number; title: string; wordCount?: number; shareToken?: string | null }
 	) => {
+		if (!get(reportPanelAtom).isOpen) {
+			set(preReportCollapsedAtom, get(rightPanelCollapsedAtom));
+		}
 		set(reportPanelAtom, {
 			isOpen: true,
 			reportId,
@@ -47,12 +52,16 @@ export const openReportPanelAtom = atom(
 		});
 		set(rightPanelTabAtom, "report");
 		set(rightPanelCollapsedAtom, false);
-		set(documentsSidebarOpenAtom, true);
 	}
 );
 
 /** Action atom to close the report panel */
-export const closeReportPanelAtom = atom(null, (_get, set) => {
+export const closeReportPanelAtom = atom(null, (get, set) => {
 	set(reportPanelAtom, initialState);
 	set(rightPanelTabAtom, "sources");
+	const prev = get(preReportCollapsedAtom);
+	if (prev !== null) {
+		set(rightPanelCollapsedAtom, prev);
+		set(preReportCollapsedAtom, null);
+	}
 });

surfsense_web/components/assistant-ui/connector-popup.tsx

@@ -258,7 +258,10 @@ export const ConnectorIndicator = forwardRef<ConnectorIndicatorHandle, Connector
 					</TooltipIconButton>
 				)}
 
-				<DialogContent className="max-w-3xl w-[95vw] sm:w-full h-[75vh] sm:h-[85vh] flex flex-col p-0 gap-0 overflow-hidden border border-border ring-0 dark:ring-0 bg-muted dark:bg-muted text-foreground focus:outline-none focus:ring-0 focus-visible:outline-none focus-visible:ring-0 [&>button]:right-4 sm:[&>button]:right-12 [&>button]:top-6 sm:[&>button]:top-10 [&>button]:opacity-80 hover:[&>button]:opacity-100 [&>button_svg]:size-5 select-none">
+				<DialogContent
+					onFocusOutside={(e) => e.preventDefault()}
+					className="max-w-3xl w-[95vw] sm:w-full h-[75vh] sm:h-[85vh] flex flex-col p-0 gap-0 overflow-hidden border border-border ring-0 dark:ring-0 bg-muted dark:bg-muted text-foreground focus:outline-none focus:ring-0 focus-visible:outline-none focus-visible:ring-0 [&>button]:right-4 sm:[&>button]:right-12 [&>button]:top-6 sm:[&>button]:top-10 [&>button]:opacity-80 hover:[&>button]:opacity-100 [&>button_svg]:size-5 select-none"
+				>
 					<DialogTitle className="sr-only">Manage Connectors</DialogTitle>
 					{/* YouTube Crawler View - shown when adding YouTube videos */}
 					{isYouTubeView && searchSpaceId ? (

surfsense_web/components/assistant-ui/connector-popup/hooks/use-connector-dialog.ts

@@ -123,11 +123,7 @@ export const useConnectorDialog = () => {
 	}, []);
 
 	const handleAutoIndex = useCallback(
-		async (
+		async (connector: SearchSourceConnector, connectorTitle: string, connectorType: string) => {
-			connector: SearchSourceConnector,
-			connectorTitle: string,
-			connectorType: string
-		) => {
 			if (!searchSpaceId || isAutoIndexingRef.current) return;
 			isAutoIndexingRef.current = true;
 
@@ -159,12 +155,10 @@ export const useConnectorDialog = () => {
 					},
 				});
 
-				trackIndexWithDateRangeStarted(
+				trackIndexWithDateRangeStarted(Number(searchSpaceId), connectorType, connector.id, {
-					Number(searchSpaceId),
+					hasStartDate: true,
-					connectorType,
+					hasEndDate: true,
-					connector.id,
+				});
-					{ hasStartDate: true, hasEndDate: true }
-				);
 
 				toast.success(`${connectorTitle} connected!`, {
 					id: toastId,
@@ -187,6 +181,24 @@ export const useConnectorDialog = () => {
 		[searchSpaceId, indexConnector, updateConnector, refetchAllConnectors]
 	);
 
+	// When the dialog is opened externally (via setConnectorDialogOpen atom from
+	// thread.tsx / DocumentsSidebar.tsx), the URL is not updated. Sync it here
+	// so that other handlers that read window.location.href see modal=connectors.
+	const activeTabRef = useRef(activeTab);
+	activeTabRef.current = activeTab;
+	useEffect(() => {
+		if (isOpen) {
+			const url = new URL(window.location.href);
+			const modalParam = url.searchParams.get("modal");
+			const tabParam = url.searchParams.get("tab");
+			if (modalParam !== "connectors" || (tabParam !== "all" && tabParam !== "active")) {
+				url.searchParams.set("modal", "connectors");
+				url.searchParams.set("tab", activeTabRef.current);
+				window.history.replaceState({ modal: true }, "", url.toString());
+			}
+		}
+	}, [isOpen]);
+
 	// Synchronize state with URL query params
 	useEffect(() => {
 		try {
@@ -317,8 +329,14 @@ export const useConnectorDialog = () => {
 					}
 				}
 			} else {
-				setIsOpen(false);
+				// Do NOT call setIsOpen(false) here. Closing the dialog is handled
-				// Clear indexing config when modal is closed
+				// explicitly by handleOpenChange and the individual action handlers.
+				// Relying on URL params to close the dialog caused a race condition
+				// where Next.js router updates from tab switches briefly produced
+				// stale searchParams without the "modal" key, closing the popup.
+
+				// Still clean up sub-view state when the modal param is gone
+				// (e.g. after browser back navigation or explicit handler URL cleanup).
 				if (indexingConfig) {
 					setIndexingConfig(null);
 					setIndexingConnector(null);
@@ -331,7 +349,6 @@ export const useConnectorDialog = () => {
 					setIsScrolled(false);
 					setSearchQuery("");
 				}
-				// Clear editing connector when modal is closed
 				if (editingConnector) {
 					setEditingConnector(null);
 					setConnectorName(null);
@@ -344,15 +361,12 @@ export const useConnectorDialog = () => {
 					setIsScrolled(false);
 					setSearchQuery("");
 				}
-				// Clear connecting connector type when modal is closed
 				if (connectingConnectorType) {
 					setConnectingConnectorType(null);
 				}
-				// Clear viewing accounts type when modal is closed
 				if (viewingAccountsType) {
 					setViewingAccountsType(null);
 				}
-				// Clear YouTube view when modal is closed (handled by view param check)
 			}
 		} catch (error) {
 			// Invalid query params - log but don't crash
@@ -412,6 +426,7 @@ export const useConnectorDialog = () => {
 
 				if (earlyConnector && AUTO_INDEX_CONNECTOR_TYPES.has(earlyConnector.connectorType)) {
 					toast.loading(`Setting up ${earlyConnector.title}...`, { id: "auto-index" });
+					setIsOpen(false);
 					const url = new URL(window.location.href);
 					url.searchParams.delete("success");
 					url.searchParams.delete("connector");
@@ -795,6 +810,8 @@ export const useConnectorDialog = () => {
 										: `${connectorTitle} connected and syncing started!`;
 								toast.success(successMessage);
 
+								// Close dialog and clean up URL
+								setIsOpen(false);
 								const url = new URL(window.location.href);
 								url.searchParams.delete("modal");
 								url.searchParams.delete("tab");
@@ -860,7 +877,8 @@ export const useConnectorDialog = () => {
 									// Refresh connectors list before closing modal
 									await refetchAllConnectors();
 
-									// Close modal and return to main view
+									// Close dialog and clean up URL
+									setIsOpen(false);
 									const url = new URL(window.location.href);
 									url.searchParams.delete("modal");
 									url.searchParams.delete("tab");
@@ -894,6 +912,7 @@ export const useConnectorDialog = () => {
 			updateConnector,
 			indexConnector,
 			router,
+			setIsOpen,
 		]
 	);
 
@@ -1124,7 +1143,8 @@ export const useConnectorDialog = () => {
 
 				toast.success(`${indexingConfig.connectorTitle} indexing started`);
 
-				// Update URL - the effect will handle closing the modal and clearing state
+				// Close dialog and clean up URL
+				setIsOpen(false);
 				const url = new URL(window.location.href);
 				url.searchParams.delete("modal");
 				url.searchParams.delete("tab");
@@ -1156,12 +1176,14 @@ export const useConnectorDialog = () => {
 			enableSummary,
 			router,
 			indexingConnectorConfig,
+			setIsOpen,
 		]
 	);
 
 	// Handle skipping indexing
 	const handleSkipIndexing = useCallback(() => {
-		// Update URL - the effect will handle closing the modal and clearing state
+		// Close dialog and clean up URL
+		setIsOpen(false);
 		const url = new URL(window.location.href);
 		url.searchParams.delete("modal");
 		url.searchParams.delete("tab");
@@ -1169,7 +1191,7 @@ export const useConnectorDialog = () => {
 		url.searchParams.delete("connector");
 		url.searchParams.delete("view");
 		router.replace(url.pathname + url.search, { scroll: false });
-	}, [router]);
+	}, [router, setIsOpen]);
 
 	// Handle starting edit mode
 	const handleStartEdit = useCallback(
@@ -1411,7 +1433,8 @@ export const useConnectorDialog = () => {
 						: indexingDescription,
 				});
 
-				// Update URL - the effect will handle closing the modal and clearing state
+				// Close dialog and clean up URL
+				setIsOpen(false);
 				const url = new URL(window.location.href);
 				url.searchParams.delete("modal");
 				url.searchParams.delete("tab");
@@ -1445,6 +1468,7 @@ export const useConnectorDialog = () => {
 			router,
 			connectorConfig,
 			connectorName,
+			setIsOpen,
 		]
 	);
 
@@ -1481,7 +1505,8 @@ export const useConnectorDialog = () => {
 					url.searchParams.set("view", "mcp-list");
 					url.searchParams.delete("connectorId");
 				} else {
-					// Close modal for all other cases
+					// Close dialog for all other cases
+					setIsOpen(false);
 					url.searchParams.delete("modal");
 					url.searchParams.delete("tab");
 					url.searchParams.delete("view");
@@ -1500,7 +1525,7 @@ export const useConnectorDialog = () => {
 				setIsDisconnecting(false);
 			}
 		},
-		[editingConnector, searchSpaceId, deleteConnector, router, cameFromMCPList]
+		[editingConnector, searchSpaceId, deleteConnector, router, cameFromMCPList, setIsOpen]
 	);
 
 	// Handle quick index (index with selected date range, or backend defaults if none selected)
@@ -1640,12 +1665,13 @@ export const useConnectorDialog = () => {
 		[activeTab, isStartingIndexing, isDisconnecting, isSaving, isCreatingConnector, setIsOpen]
 	);
 
-	// Handle tab change
+	// Handle tab change — only update React state.
+	// Avoid window.history.replaceState here: Next.js intercepts it, triggers a
+	// searchParams update/transition, and the resulting concurrent re-render can
+	// cause Radix Dialog's DismissableLayer to detect a transient focus-outside
+	// event, which fires onOpenChange(false) and closes the dialog.
 	const handleTabChange = useCallback((value: string) => {
 		setActiveTab(value);
-		const url = new URL(window.location.href);
-		url.searchParams.set("tab", value);
-		window.history.replaceState({ modal: true }, "", url.toString());
 	}, []);
 
 	// Handle scroll

surfsense_web/components/assistant-ui/thread.tsx

@@ -28,6 +28,13 @@ import {
 import { useParams } from "next/navigation";
 import { type FC, useCallback, useContext, useEffect, useMemo, useRef, useState } from "react";
 import { createPortal } from "react-dom";
+import {
+	agentToolsAtom,
+	disabledToolsAtom,
+	enabledToolCountAtom,
+	hydrateDisabledToolsAtom,
+	toggleToolAtom,
+} from "@/atoms/agent-tools/agent-tools.atoms";
 import { chatSessionStateAtom } from "@/atoms/chat/chat-session-state.atom";
 import {
 	mentionedDocumentsAtom,
@@ -66,20 +73,14 @@ import {
 import type { ThinkingStep } from "@/components/tool-ui/deepagent-thinking";
 import { Avatar, AvatarFallback, AvatarGroup } from "@/components/ui/avatar";
 import { Button } from "@/components/ui/button";
+import { Popover, PopoverContent, PopoverTrigger } from "@/components/ui/popover";
+import { Switch } from "@/components/ui/switch";
+import { Tooltip, TooltipContent, TooltipTrigger } from "@/components/ui/tooltip";
 import { getConnectorIcon } from "@/contracts/enums/connectorIcons";
 import type { Document } from "@/contracts/types/document.types";
 import { useBatchCommentsPreload } from "@/hooks/use-comments";
 import { useCommentsElectric } from "@/hooks/use-comments-electric";
-import { Popover, PopoverContent, PopoverTrigger } from "@/components/ui/popover";
+import { useMediaQuery } from "@/hooks/use-media-query";
-import { Switch } from "@/components/ui/switch";
-import { Tooltip, TooltipContent, TooltipTrigger } from "@/components/ui/tooltip";
-import {
-	agentToolsAtom,
-	disabledToolsAtom,
-	enabledToolCountAtom,
-	hydrateDisabledToolsAtom,
-	toggleToolAtom,
-} from "@/atoms/agent-tools/agent-tools.atoms";
 import { cn } from "@/lib/utils";
 
 /** Placeholder texts that cycle in new chats when input is empty */
@@ -562,7 +563,16 @@ const ComposerAction: FC<ComposerActionProps> = ({ isBlockedByOtherUser = false
 	const mentionedDocuments = useAtomValue(mentionedDocumentsAtom);
 	const sidebarDocs = useAtomValue(sidebarSelectedDocumentsAtom);
 	const setDocumentsSidebarOpen = useSetAtom(documentsSidebarOpenAtom);
+	const setConnectorDialogOpen = useSetAtom(connectorDialogOpenAtom);
 	const [toolsPopoverOpen, setToolsPopoverOpen] = useState(false);
+	const isDesktop = useMediaQuery("(min-width: 640px)");
+	const [toolsScrollPos, setToolsScrollPos] = useState<"top" | "middle" | "bottom">("top");
+	const handleToolsScroll = useCallback((e: React.UIEvent<HTMLDivElement>) => {
+		const el = e.currentTarget;
+		const atTop = el.scrollTop <= 2;
+		const atBottom = el.scrollHeight - el.scrollTop - el.clientHeight <= 2;
+		setToolsScrollPos(atTop ? "top" : atBottom ? "bottom" : "middle");
+	}, []);
 	const isComposerTextEmpty = useAssistantState(({ composer }) => {
 		const text = composer.text?.trim() || "";
 		return text.length === 0;
@@ -614,32 +624,46 @@ const ComposerAction: FC<ComposerActionProps> = ({ isBlockedByOtherUser = false
 						</TooltipIconButton>
 					</PopoverTrigger>
 					<PopoverContent
-						side="top"
+						side="bottom"
 						align="start"
 						sideOffset={12}
-						className="w-[calc(100vw-2rem)] max-w-80 sm:w-80 p-0"
+						className="w-[calc(100vw-2rem)] max-w-56 sm:max-w-72 sm:w-72 p-0 select-none"
+						onOpenAutoFocus={(e) => e.preventDefault()}
 					>
-						<div className="flex items-center justify-between px-3 py-2.5 border-b">
+						<div className="flex items-center justify-between px-2.5 py-2 sm:px-3 sm:py-2.5 border-b">
-							<span className="text-sm font-medium">Agent Tools</span>
+							<span className="text-xs sm:text-sm font-medium">Agent Tools</span>
-							<span className="text-xs text-muted-foreground">
+							<span className="text-[10px] sm:text-xs text-muted-foreground">
 								{enabledCount}/{agentTools?.length ?? 0} enabled
 							</span>
 						</div>
-						<div className="max-h-64 overflow-y-auto py-1">
+						<div
+							className="max-h-48 sm:max-h-64 overflow-y-auto py-0.5 sm:py-1"
+							onScroll={handleToolsScroll}
+							style={{
+								maskImage: `linear-gradient(to bottom, ${toolsScrollPos === "top" ? "black" : "transparent"}, black 16px, black calc(100% - 16px), ${toolsScrollPos === "bottom" ? "black" : "transparent"})`,
+								WebkitMaskImage: `linear-gradient(to bottom, ${toolsScrollPos === "top" ? "black" : "transparent"}, black 16px, black calc(100% - 16px), ${toolsScrollPos === "bottom" ? "black" : "transparent"})`,
+							}}
+						>
 							{agentTools?.map((tool) => {
 								const isDisabled = disabledTools.includes(tool.name);
-								return (
+								const row = (
-									<Tooltip key={tool.name}>
+									<label className="flex items-center gap-2 sm:gap-3 px-2.5 sm:px-3 py-1 sm:py-1.5 cursor-pointer hover:bg-muted-foreground/10 transition-colors">
-										<TooltipTrigger asChild>
+										<span className="flex-1 min-w-0 text-xs sm:text-sm font-medium truncate">
-											<label className="flex items-center gap-3 px-3 py-1.5 cursor-pointer hover:bg-muted-foreground/10 transition-colors">
+											{formatToolName(tool.name)}
-												<span className="flex-1 min-w-0 text-sm font-medium truncate">{formatToolName(tool.name)}</span>
+										</span>
 										<Switch
 											checked={!isDisabled}
 											onCheckedChange={() => toggleTool(tool.name)}
-													className="shrink-0 scale-75"
+											className="shrink-0 scale-[0.6] sm:scale-75"
 										/>
 									</label>
-										</TooltipTrigger>
+								);
+								if (!isDesktop) {
+									return <div key={tool.name}>{row}</div>;
+								}
+								return (
+									<Tooltip key={tool.name}>
+										<TooltipTrigger asChild>{row}</TooltipTrigger>
 										<TooltipContent side="right" className="max-w-64 text-xs">
 											{tool.description}
 										</TooltipContent>
@@ -654,6 +678,19 @@ const ComposerAction: FC<ComposerActionProps> = ({ isBlockedByOtherUser = false
 						</div>
 					</PopoverContent>
 				</Popover>
+				{!isDesktop && (
+					<TooltipIconButton
+						tooltip="Manage connectors"
+						side="bottom"
+						variant="ghost"
+						size="icon"
+						className="size-[34px] rounded-full p-1 font-semibold text-xs hover:bg-muted-foreground/15 dark:border-muted-foreground/15 dark:hover:bg-muted-foreground/30"
+						aria-label="Manage connectors"
+						onClick={() => setConnectorDialogOpen(true)}
+					>
+						<Unplug className="size-4" />
+					</TooltipIconButton>
+				)}
 				{sidebarDocs.length > 0 && (
 					<button
 						type="button"

surfsense_web/components/layout/providers/LayoutDataProvider.tsx

@@ -83,7 +83,11 @@ export function LayoutDataProvider({ searchSpaceId, children }: LayoutDataProvid
 
 	// Atoms
 	const { data: user } = useAtomValue(currentUserAtom);
-	const { data: searchSpacesData, refetch: refetchSearchSpaces } = useAtomValue(searchSpacesAtom);
+	const {
+		data: searchSpacesData,
+		refetch: refetchSearchSpaces,
+		isSuccess: searchSpacesLoaded,
+	} = useAtomValue(searchSpacesAtom);
 	const { mutateAsync: deleteSearchSpace } = useAtomValue(deleteSearchSpaceMutationAtom);
 	const currentThreadState = useAtomValue(currentThreadAtom);
 	const resetCurrentThread = useSetAtom(resetCurrentThreadAtom);
@@ -276,6 +280,26 @@ export function LayoutDataProvider({ searchSpaceId, children }: LayoutDataProvid
 		return searchSpaces.find((s) => s.id === Number(searchSpaceId)) ?? null;
 	}, [searchSpaceId, searchSpaces]);
 
+	// Safety redirect: if the current search space is no longer in the user's list
+	// (e.g. deleted by background task, membership revoked), redirect to a valid space.
+	useEffect(() => {
+		if (!searchSpacesLoaded || !searchSpaceId || isDeletingSearchSpace || isLeavingSearchSpace)
+			return;
+		if (searchSpaces.length > 0 && !activeSearchSpace) {
+			router.replace(`/dashboard/${searchSpaces[0].id}/new-chat`);
+		} else if (searchSpaces.length === 0 && searchSpacesLoaded) {
+			router.replace("/dashboard");
+		}
+	}, [
+		searchSpacesLoaded,
+		searchSpaceId,
+		searchSpaces,
+		activeSearchSpace,
+		isDeletingSearchSpace,
+		isLeavingSearchSpace,
+		router,
+	]);
+
 	// Transform and split chats into private and shared based on visibility
 	const { myChats, sharedChats } = useMemo(() => {
 		if (!threadsData?.threads) return { myChats: [], sharedChats: [] };
@@ -384,53 +408,59 @@ export function LayoutDataProvider({ searchSpaceId, children }: LayoutDataProvid
 		setIsDeletingSearchSpace(true);
 		try {
 			await deleteSearchSpace({ id: searchSpaceToDelete.id });
-			refetchSearchSpaces();
+
-			if (Number(searchSpaceId) === searchSpaceToDelete.id && searchSpaces.length > 1) {
+			const isCurrentSpace = Number(searchSpaceId) === searchSpaceToDelete.id;
-				const remaining = searchSpaces.filter((s) => s.id !== searchSpaceToDelete.id);
+
-				if (remaining.length > 0) {
+			// Await refetch so we have the freshest list (backend now hides [DELETING] spaces)
-					router.push(`/dashboard/${remaining[0].id}/new-chat`);
+			const result = await refetchSearchSpaces();
-				}
+			const updatedSpaces = (result.data ?? []).filter((s) => s.id !== searchSpaceToDelete.id);
-			} else if (searchSpaces.length === 1) {
+
+			if (isCurrentSpace) {
+				if (updatedSpaces.length > 0) {
+					router.push(`/dashboard/${updatedSpaces[0].id}/new-chat`);
+				} else {
 					router.push("/dashboard");
 				}
+			}
 		} catch (error) {
 			console.error("Error deleting search space:", error);
+			toast.error(
+				t.has("delete_space_error") ? t("delete_space_error") : "Failed to delete search space"
+			);
 		} finally {
 			setIsDeletingSearchSpace(false);
 			setShowDeleteSearchSpaceDialog(false);
 			setSearchSpaceToDelete(null);
 		}
-	}, [
+	}, [searchSpaceToDelete, deleteSearchSpace, refetchSearchSpaces, searchSpaceId, router, t]);
-		searchSpaceToDelete,
-		deleteSearchSpace,
-		refetchSearchSpaces,
-		searchSpaceId,
-		searchSpaces,
-		router,
-	]);
 
 	const confirmLeaveSearchSpace = useCallback(async () => {
 		if (!searchSpaceToLeave) return;
 		setIsLeavingSearchSpace(true);
 		try {
 			await searchSpacesApiService.leaveSearchSpace(searchSpaceToLeave.id);
-			refetchSearchSpaces();
+
-			if (Number(searchSpaceId) === searchSpaceToLeave.id && searchSpaces.length > 1) {
+			const isCurrentSpace = Number(searchSpaceId) === searchSpaceToLeave.id;
-				const remaining = searchSpaces.filter((s) => s.id !== searchSpaceToLeave.id);
+
-				if (remaining.length > 0) {
+			const result = await refetchSearchSpaces();
-					router.push(`/dashboard/${remaining[0].id}/new-chat`);
+			const updatedSpaces = (result.data ?? []).filter((s) => s.id !== searchSpaceToLeave.id);
-				}
+
-			} else if (searchSpaces.length === 1) {
+			if (isCurrentSpace) {
+				if (updatedSpaces.length > 0) {
+					router.push(`/dashboard/${updatedSpaces[0].id}/new-chat`);
+				} else {
 					router.push("/dashboard");
 				}
+			}
 		} catch (error) {
 			console.error("Error leaving search space:", error);
+			toast.error(t.has("leave_error") ? t("leave_error") : "Failed to leave search space");
 		} finally {
 			setIsLeavingSearchSpace(false);
 			setShowLeaveSearchSpaceDialog(false);
 			setSearchSpaceToLeave(null);
 		}
-	}, [searchSpaceToLeave, refetchSearchSpaces, searchSpaceId, searchSpaces, router]);
+	}, [searchSpaceToLeave, refetchSearchSpaces, searchSpaceId, router, t]);
 
 	const handleNavItemClick = useCallback(
 		(item: NavItem) => {

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

@@ -309,7 +309,7 @@ export function LayoutShell({
 						/>
 
 						<motion.main
-							layout="position"
+							layout={isResizing ? false : "position"}
 							style={{ contain: "inline-size" }}
 							className="flex-1 flex flex-col min-w-0"
 						>

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

@@ -8,7 +8,6 @@ import {
 	DropdownMenu,
 	DropdownMenuContent,
 	DropdownMenuItem,
-	DropdownMenuSeparator,
 	DropdownMenuTrigger,
 } from "@/components/ui/dropdown-menu";
 import { useLongPress } from "@/hooks/use-long-press";
@@ -20,6 +19,8 @@ interface ChatListItemProps {
 	name: string;
 	isActive?: boolean;
 	archived?: boolean;
+	dropdownOpen?: boolean;
+	onDropdownOpenChange?: (open: boolean) => void;
 	onClick?: () => void;
 	onRename?: () => void;
 	onArchive?: () => void;
@@ -30,6 +31,8 @@ export function ChatListItem({
 	name,
 	isActive,
 	archived,
+	dropdownOpen: controlledOpen,
+	onDropdownOpenChange,
 	onClick,
 	onRename,
 	onArchive,
@@ -37,11 +40,13 @@ export function ChatListItem({
 }: ChatListItemProps) {
 	const t = useTranslations("sidebar");
 	const isMobile = useIsMobile();
-	const [dropdownOpen, setDropdownOpen] = useState(false);
+	const [internalOpen, setInternalOpen] = useState(false);
+	const dropdownOpen = controlledOpen ?? internalOpen;
+	const setDropdownOpen = onDropdownOpenChange ?? setInternalOpen;
 	const animatedName = useTypewriter(name);
 
 	const { handlers: longPressHandlers, wasLongPress } = useLongPress(
-		useCallback(() => setDropdownOpen(true), [])
+		useCallback(() => setDropdownOpen(true), [setDropdownOpen])
 	);
 
 	const handleClick = useCallback(() => {
@@ -68,12 +73,12 @@ export function ChatListItem({
 			{/* Actions dropdown - trigger hidden on mobile, long-press opens it instead */}
 			<div
 				className={cn(
-					"absolute right-0 top-0 bottom-0 flex items-center pr-1 pl-6 rounded-r-md",
+					"pointer-events-none absolute right-0 top-0 bottom-0 flex items-center pr-1 pl-6 rounded-r-md",
 					isActive
 						? "bg-gradient-to-l from-accent from-60% to-transparent"
 						: "bg-gradient-to-l from-sidebar from-60% to-transparent group-hover/item:from-accent",
 					isMobile
-						? "opacity-0 pointer-events-none"
+						? "opacity-0"
 						: isActive
 							? "opacity-100"
 							: "opacity-0 group-hover/item:opacity-100"
@@ -81,7 +86,7 @@ export function ChatListItem({
 			>
 				<DropdownMenu open={dropdownOpen} onOpenChange={setDropdownOpen}>
 					<DropdownMenuTrigger asChild>
-						<Button variant="ghost" size="icon" className="h-6 w-6">
+						<Button variant="ghost" size="icon" className="pointer-events-auto h-6 w-6">
 							<MoreHorizontal className="h-3.5 w-3.5 text-muted-foreground" />
 							<span className="sr-only">{t("more_options")}</span>
 						</Button>
@@ -118,7 +123,6 @@ export function ChatListItem({
 								)}
 							</DropdownMenuItem>
 						)}
-						{onArchive && onDelete && <DropdownMenuSeparator />}
 						{onDelete && (
 							<DropdownMenuItem
 								onClick={(e) => {

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

@@ -102,6 +102,7 @@ export function DocumentsSidebar({
 		loadingMore: realtimeLoadingMore,
 		hasMore: realtimeHasMore,
 		loadMore: realtimeLoadMore,
+		removeItems: realtimeRemoveItems,
 		error: realtimeError,
 	} = useDocuments(searchSpaceId, activeTypes, sortKey, sortDesc ? "desc" : "asc");
 
@@ -137,6 +138,7 @@ export function DocumentsSidebar({
 				await deleteDocumentMutation({ id });
 				toast.success(t("delete_success") || "Document deleted");
 				setSidebarDocs((prev) => prev.filter((d) => d.id !== id));
+				realtimeRemoveItems([id]);
 				if (isSearchMode) {
 					searchRemoveItems([id]);
 				}
@@ -146,7 +148,37 @@ export function DocumentsSidebar({
 				return false;
 			}
 		},
-		[deleteDocumentMutation, isSearchMode, t, searchRemoveItems, setSidebarDocs]
+		[
+			deleteDocumentMutation,
+			isSearchMode,
+			t,
+			searchRemoveItems,
+			realtimeRemoveItems,
+			setSidebarDocs,
+		]
+	);
+
+	const handleBulkDeleteDocuments = useCallback(
+		async (ids: number[]): Promise<{ success: number; failed: number }> => {
+			const successIds: number[] = [];
+			const results = await Promise.allSettled(
+				ids.map(async (id) => {
+					await deleteDocumentMutation({ id });
+					successIds.push(id);
+				})
+			);
+			if (successIds.length > 0) {
+				setSidebarDocs((prev) => prev.filter((d) => !successIds.includes(d.id)));
+				realtimeRemoveItems(successIds);
+				if (isSearchMode) {
+					searchRemoveItems(successIds);
+				}
+			}
+			const success = results.filter((r) => r.status === "fulfilled").length;
+			const failed = results.filter((r) => r.status === "rejected").length;
+			return { success, failed };
+		},
+		[deleteDocumentMutation, isSearchMode, searchRemoveItems, realtimeRemoveItems, setSidebarDocs]
 	);
 
 	const sortKeyRef = useRef(sortKey);
@@ -233,34 +265,69 @@ export function DocumentsSidebar({
 			</div>
 
 			{/* Connected tools strip */}
-			<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">
+			<div className="shrink-0 mx-4 mt-2 mb-3 flex select-none items-center gap-2 rounded-lg border bg-muted/50 transition-colors hover:bg-muted/80">
 				<button
 					type="button"
 					onClick={() => setConnectorDialogOpen(true)}
-					className="flex items-center gap-2 min-w-0 flex-1 text-left"
+					className="flex items-center gap-2 min-w-0 flex-1 text-left px-3 py-2"
 				>
 					<Unplug className="size-4 shrink-0 text-muted-foreground" />
 					<span className="truncate text-xs text-muted-foreground">
-						{connectorCount > 0 ? "Manage connectors" : "Connect connectors"}
+						{connectorCount > 0 ? "Manage connectors" : "Connect your connectors"}
 					</span>
 					{connectorCount > 0 && (
-						<span className="ml-auto shrink-0 text-xs font-medium text-muted-foreground">{connectorCount}</span>
+						<span className="shrink-0 rounded-full bg-muted-foreground/15 px-1.5 py-0.5 text-[10px] font-medium text-muted-foreground">
+							{connectorCount}
+						</span>
 					)}
 					<AvatarGroup className="ml-auto shrink-0">
-						{SHOWCASE_CONNECTORS.map(({ type, label }, i) => (
+						{connectorCount > 0 && connectors
-							<Tooltip key={type}>
+							? connectors.slice(0, isMobile ? 5 : 9).map((connector, i) => {
-								<TooltipTrigger asChild>
+									const avatar = (
-									<Avatar className="size-6" style={{ zIndex: SHOWCASE_CONNECTORS.length - i }}>
+										<Avatar
+											key={connector.id}
+											className="size-6"
+											style={{ zIndex: Math.max(9 - i, 1) }}
+										>
+											<AvatarFallback className="bg-muted text-[10px]">
+												{getConnectorIcon(connector.connector_type, "size-3.5")}
+											</AvatarFallback>
+										</Avatar>
+									);
+									if (isMobile) return avatar;
+									return (
+										<Tooltip key={connector.id}>
+											<TooltipTrigger asChild>{avatar}</TooltipTrigger>
+											<TooltipContent side="top" className="text-xs">
+												{connector.name}
+											</TooltipContent>
+										</Tooltip>
+									);
+								})
+							: (isMobile ? SHOWCASE_CONNECTORS.slice(0, 5) : SHOWCASE_CONNECTORS).map(
+									({ type, label }, i) => {
+										const avatar = (
+											<Avatar
+												key={type}
+												className="size-6"
+												style={{ zIndex: SHOWCASE_CONNECTORS.length - i }}
+											>
 												<AvatarFallback className="bg-muted text-[10px]">
 													{getConnectorIcon(type, "size-3.5")}
 												</AvatarFallback>
 											</Avatar>
-								</TooltipTrigger>
+										);
+										if (isMobile) return avatar;
+										return (
+											<Tooltip key={type}>
+												<TooltipTrigger asChild>{avatar}</TooltipTrigger>
 												<TooltipContent side="top" className="text-xs">
 													{label}
 												</TooltipContent>
 											</Tooltip>
-						))}
+										);
+									}
+								)}
 					</AvatarGroup>
 				</button>
 			</div>
@@ -284,6 +351,7 @@ export function DocumentsSidebar({
 					sortDesc={sortDesc}
 					onSortChange={handleSortChange}
 					deleteDocument={handleDeleteDocument}
+					bulkDeleteDocuments={handleBulkDeleteDocuments}
 					searchSpaceId={String(searchSpaceId)}
 					hasMore={hasMore}
 					loadingMore={loadingMore}

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

@@ -2,6 +2,7 @@
 
 import { FolderOpen, PenSquare } from "lucide-react";
 import { useTranslations } from "next-intl";
+import { useState } from "react";
 import { Button } from "@/components/ui/button";
 import { Skeleton } from "@/components/ui/skeleton";
 import { Tooltip, TooltipContent, TooltipTrigger } from "@/components/ui/tooltip";
@@ -89,6 +90,7 @@ export function Sidebar({
 	isResizing = false,
 }: SidebarProps) {
 	const t = useTranslations("sidebar");
+	const [openDropdownChatId, setOpenDropdownChatId] = useState<number | null>(null);
 
 	return (
 		<div
@@ -103,6 +105,12 @@ export function Sidebar({
 			{/* Resize handle on right border */}
 			{!isCollapsed && onResizeMouseDown && (
 				<div
+					role="slider"
+					aria-label="Resize sidebar"
+					aria-valuemin={0}
+					aria-valuemax={100}
+					aria-valuenow={50}
+					tabIndex={0}
 					onMouseDown={onResizeMouseDown}
 					className="absolute right-0 top-0 h-full w-1 cursor-col-resize hover:bg-border active:bg-border z-10"
 				/>
@@ -215,6 +223,8 @@ export function Sidebar({
 											name={chat.name}
 											isActive={chat.id === activeChatId}
 											archived={chat.archived}
+											dropdownOpen={openDropdownChatId === chat.id}
+											onDropdownOpenChange={(open) => setOpenDropdownChatId(open ? chat.id : null)}
 											onClick={() => onChatSelect(chat)}
 											onRename={() => onChatRename?.(chat)}
 											onArchive={() => onChatArchive?.(chat)}
@@ -287,6 +297,8 @@ export function Sidebar({
 											name={chat.name}
 											isActive={chat.id === activeChatId}
 											archived={chat.archived}
+											dropdownOpen={openDropdownChatId === chat.id}
+											onDropdownOpenChange={(open) => setOpenDropdownChatId(open ? chat.id : null)}
 											onClick={() => onChatSelect(chat)}
 											onRename={() => onChatRename?.(chat)}
 											onArchive={() => onChatArchive?.(chat)}

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

@@ -9,8 +9,8 @@ import {
 	Laptop,
 	LogOut,
 	Moon,
-	Settings,
 	Sun,
+	UserCog,
 } from "lucide-react";
 import Image from "next/image";
 import { useTranslations } from "next-intl";
@@ -206,7 +206,7 @@ export function SidebarUserProfile({
 						<DropdownMenuSeparator className="dark:bg-neutral-700" />
 
 						<DropdownMenuItem onClick={onUserSettings}>
-							<Settings className="h-4 w-4" />
+							<UserCog className="h-4 w-4" />
 							{t("user_settings")}
 						</DropdownMenuItem>
 
@@ -351,7 +351,7 @@ export function SidebarUserProfile({
 					<DropdownMenuSeparator className="dark:bg-neutral-700" />
 
 					<DropdownMenuItem onClick={onUserSettings}>
-						<Settings className="h-4 w-4" />
+						<UserCog className="h-4 w-4" />
 						{t("user_settings")}
 					</DropdownMenuItem>
 

surfsense_web/components/providers/PostHogProvider.tsx

@@ -5,17 +5,17 @@ import posthog from "posthog-js";
 import type { ReactNode } from "react";
 import "../../instrumentation-client";
 import { PostHogIdentify } from "./PostHogIdentify";
+import { PostHogReferral } from "./PostHogReferral";
 
 interface PostHogProviderProps {
 	children: ReactNode;
 }
 
 export function PostHogProvider({ children }: PostHogProviderProps) {
-	// posthog-js is initialized by importing instrumentation-client.ts above
-	// We wrap the app with the PostHogProvider for hook access
 	return (
 		<PHProvider client={posthog}>
 			<PostHogIdentify />
+			<PostHogReferral />
 			{children}
 		</PHProvider>
 	);

surfsense_web/components/providers/PostHogReferral.tsx

@@ -0,0 +1,34 @@
+"use client";
+
+import { useEffect } from "react";
+import { trackReferralLanding } from "@/lib/posthog/events";
+
+const REF_STORAGE_KEY = "surfsense_ref_code";
+
+/**
+ * Captures the ?ref=<code> URL parameter on first landing and fires a
+ * PostHog event so marketing campaigns can be attributed.
+ *
+ * The ref code is persisted to sessionStorage so it survives client-side
+ * navigations that strip query params (e.g. login redirect), but a fresh
+ * event is fired for each new browser session with a ref param.
+ */
+export function PostHogReferral() {
+	useEffect(() => {
+		if (typeof window === "undefined") return;
+
+		const params = new URLSearchParams(window.location.search);
+		const ref = params.get("ref");
+
+		if (ref) {
+			try {
+				sessionStorage.setItem(REF_STORAGE_KEY, ref);
+			} catch {
+				// Private browsing may block sessionStorage
+			}
+			trackReferralLanding(ref, window.location.href);
+		}
+	}, []);
+
+	return null;
+}

surfsense_web/hooks/use-documents.ts

@@ -490,6 +490,12 @@ export function useDocuments(
 		apiToDisplayDoc,
 	]);
 
+	const removeItems = useCallback((ids: number[]) => {
+		const idSet = new Set(ids);
+		setDocuments((prev) => prev.filter((item) => !idSet.has(item.id)));
+		setTotal((prev) => Math.max(0, prev - ids.length));
+	}, []);
+
 	return {
 		documents,
 		typeCounts,
@@ -498,6 +504,7 @@ export function useDocuments(
 		loadingMore,
 		hasMore,
 		loadMore,
+		removeItems,
 		error,
 	};
 }

surfsense_web/instrumentation-client.ts

@@ -1,6 +1,7 @@
 import posthog from "posthog-js";
 
 function initPostHog() {
+	try {
 		if (!process.env.NEXT_PUBLIC_POSTHOG_KEY) return;
 
 		posthog.init(process.env.NEXT_PUBLIC_POSTHOG_KEY, {
@@ -10,7 +11,21 @@ function initPostHog() {
 			capture_pageview: "history_change",
 			capture_pageleave: true,
 			before_send: (event) => {
-			if (event.properties) {
+				if (event?.properties) {
+					const params = new URLSearchParams(window.location.search);
+					const ref = params.get("ref");
+					if (ref) {
+						event.properties.ref_code = ref;
+						event.properties.$set = {
+							...event.properties.$set,
+							initial_ref_code: ref,
+						};
+						event.properties.$set_once = {
+							...event.properties.$set_once,
+							first_ref_code: ref,
+						};
+					}
+
 					event.properties.$set = {
 						...event.properties.$set,
 						last_seen_at: new Date().toISOString(),
@@ -24,6 +39,9 @@ function initPostHog() {
 				}
 			},
 		});
+	} catch {
+		// PostHog init failed (likely ad-blocker) – app must continue to work
+	}
 }
 
 if (typeof window !== "undefined") {

surfsense_web/lib/posthog/events.ts

@@ -3,7 +3,10 @@ import posthog from "posthog-js";
 /**
  * PostHog Analytics Event Definitions
  *
- * This file defines all custom analytics events tracked in SurfSense.
+ * All capture/identify/reset calls are wrapped in try-catch so that
+ * ad-blockers that interfere with posthog-js can never break app
+ * functionality (e.g. the chat flow).
+ *
  * Events follow a consistent naming convention: category_action
  *
  * Categories:
@@ -14,47 +17,47 @@ import posthog from "posthog-js";
  * - connector: External connector events
  * - contact: Contact form events
  * - settings: Settings changes
+ * - marketing: Marketing/referral tracking
  */
 
+function safeCapture(event: string, properties?: Record<string, unknown>) {
+	try {
+		posthog.capture(event, properties);
+	} catch {
+		// Silently ignore – analytics should never break the app
+	}
+}
+
 // ============================================
 // AUTH EVENTS
 // ============================================
 
 export function trackLoginAttempt(method: "local" | "google") {
-	posthog.capture("auth_login_attempt", {
+	safeCapture("auth_login_attempt", { method });
-		method,
-	});
 }
 
 export function trackLoginSuccess(method: "local" | "google") {
-	posthog.capture("auth_login_success", {
+	safeCapture("auth_login_success", { method });
-		method,
-	});
 }
 
 export function trackLoginFailure(method: "local" | "google", error?: string) {
-	posthog.capture("auth_login_failure", {
+	safeCapture("auth_login_failure", { method, error });
-		method,
-		error,
-	});
 }
 
 export function trackRegistrationAttempt() {
-	posthog.capture("auth_registration_attempt");
+	safeCapture("auth_registration_attempt");
 }
 
 export function trackRegistrationSuccess() {
-	posthog.capture("auth_registration_success");
+	safeCapture("auth_registration_success");
 }
 
 export function trackRegistrationFailure(error?: string) {
-	posthog.capture("auth_registration_failure", {
+	safeCapture("auth_registration_failure", { error });
-		error,
-	});
 }
 
 export function trackLogout() {
-	posthog.capture("auth_logout");
+	safeCapture("auth_logout");
 }
 
 // ============================================
@@ -62,20 +65,20 @@ export function trackLogout() {
 // ============================================
 
 export function trackSearchSpaceCreated(searchSpaceId: number, name: string) {
-	posthog.capture("search_space_created", {
+	safeCapture("search_space_created", {
 		search_space_id: searchSpaceId,
 		name,
 	});
 }
 
 export function trackSearchSpaceDeleted(searchSpaceId: number) {
-	posthog.capture("search_space_deleted", {
+	safeCapture("search_space_deleted", {
 		search_space_id: searchSpaceId,
 	});
 }
 
 export function trackSearchSpaceViewed(searchSpaceId: number) {
-	posthog.capture("search_space_viewed", {
+	safeCapture("search_space_viewed", {
 		search_space_id: searchSpaceId,
 	});
 }
@@ -85,7 +88,7 @@ export function trackSearchSpaceViewed(searchSpaceId: number) {
 // ============================================
 
 export function trackChatCreated(searchSpaceId: number, chatId: number) {
-	posthog.capture("chat_created", {
+	safeCapture("chat_created", {
 		search_space_id: searchSpaceId,
 		chat_id: chatId,
 	});
@@ -100,7 +103,7 @@ export function trackChatMessageSent(
 		messageLength?: number;
 	}
 ) {
-	posthog.capture("chat_message_sent", {
+	safeCapture("chat_message_sent", {
 		search_space_id: searchSpaceId,
 		chat_id: chatId,
 		has_attachments: options?.hasAttachments ?? false,
@@ -110,14 +113,14 @@ export function trackChatMessageSent(
 }
 
 export function trackChatResponseReceived(searchSpaceId: number, chatId: number) {
-	posthog.capture("chat_response_received", {
+	safeCapture("chat_response_received", {
 		search_space_id: searchSpaceId,
 		chat_id: chatId,
 	});
 }
 
 export function trackChatError(searchSpaceId: number, chatId: number, error?: string) {
-	posthog.capture("chat_error", {
+	safeCapture("chat_error", {
 		search_space_id: searchSpaceId,
 		chat_id: chatId,
 		error,
@@ -133,7 +136,7 @@ export function trackDocumentUploadStarted(
 	fileCount: number,
 	totalSizeBytes: number
 ) {
-	posthog.capture("document_upload_started", {
+	safeCapture("document_upload_started", {
 		search_space_id: searchSpaceId,
 		file_count: fileCount,
 		total_size_bytes: totalSizeBytes,
@@ -141,35 +144,35 @@ export function trackDocumentUploadStarted(
 }
 
 export function trackDocumentUploadSuccess(searchSpaceId: number, fileCount: number) {
-	posthog.capture("document_upload_success", {
+	safeCapture("document_upload_success", {
 		search_space_id: searchSpaceId,
 		file_count: fileCount,
 	});
 }
 
 export function trackDocumentUploadFailure(searchSpaceId: number, error?: string) {
-	posthog.capture("document_upload_failure", {
+	safeCapture("document_upload_failure", {
 		search_space_id: searchSpaceId,
 		error,
 	});
 }
 
 export function trackDocumentDeleted(searchSpaceId: number, documentId: number) {
-	posthog.capture("document_deleted", {
+	safeCapture("document_deleted", {
 		search_space_id: searchSpaceId,
 		document_id: documentId,
 	});
 }
 
 export function trackDocumentBulkDeleted(searchSpaceId: number, count: number) {
-	posthog.capture("document_bulk_deleted", {
+	safeCapture("document_bulk_deleted", {
 		search_space_id: searchSpaceId,
 		count,
 	});
 }
 
 export function trackYouTubeImport(searchSpaceId: number, url: string) {
-	posthog.capture("youtube_import_started", {
+	safeCapture("youtube_import_started", {
 		search_space_id: searchSpaceId,
 		url,
 	});
@@ -180,7 +183,7 @@ export function trackYouTubeImport(searchSpaceId: number, url: string) {
 // ============================================
 
 export function trackConnectorSetupStarted(searchSpaceId: number, connectorType: string) {
-	posthog.capture("connector_setup_started", {
+	safeCapture("connector_setup_started", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 	});
@@ -191,7 +194,7 @@ export function trackConnectorSetupSuccess(
 	connectorType: string,
 	connectorId: number
 ) {
-	posthog.capture("connector_setup_success", {
+	safeCapture("connector_setup_success", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -203,7 +206,7 @@ export function trackConnectorSetupFailure(
 	connectorType: string,
 	error?: string
 ) {
-	posthog.capture("connector_setup_failure", {
+	safeCapture("connector_setup_failure", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		error,
@@ -215,7 +218,7 @@ export function trackConnectorDeleted(
 	connectorType: string,
 	connectorId: number
 ) {
-	posthog.capture("connector_deleted", {
+	safeCapture("connector_deleted", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -227,7 +230,7 @@ export function trackConnectorSynced(
 	connectorType: string,
 	connectorId: number
 ) {
-	posthog.capture("connector_synced", {
+	safeCapture("connector_synced", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -239,14 +242,14 @@ export function trackConnectorSynced(
 // ============================================
 
 export function trackSettingsViewed(searchSpaceId: number, section: string) {
-	posthog.capture("settings_viewed", {
+	safeCapture("settings_viewed", {
 		search_space_id: searchSpaceId,
 		section,
 	});
 }
 
 export function trackSettingsUpdated(searchSpaceId: number, section: string, setting: string) {
-	posthog.capture("settings_updated", {
+	safeCapture("settings_updated", {
 		search_space_id: searchSpaceId,
 		section,
 		setting,
@@ -258,14 +261,14 @@ export function trackSettingsUpdated(searchSpaceId: number, section: string, set
 // ============================================
 
 export function trackPodcastGenerated(searchSpaceId: number, chatId: number) {
-	posthog.capture("podcast_generated", {
+	safeCapture("podcast_generated", {
 		search_space_id: searchSpaceId,
 		chat_id: chatId,
 	});
 }
 
 export function trackSourcesTabViewed(searchSpaceId: number, tab: string) {
-	posthog.capture("sources_tab_viewed", {
+	safeCapture("sources_tab_viewed", {
 		search_space_id: searchSpaceId,
 		tab,
 	});
@@ -283,7 +286,7 @@ export function trackSearchSpaceInviteSent(
 		hasMaxUses?: boolean;
 	}
 ) {
-	posthog.capture("search_space_invite_sent", {
+	safeCapture("search_space_invite_sent", {
 		search_space_id: searchSpaceId,
 		role_name: options?.roleName,
 		has_expiry: options?.hasExpiry ?? false,
@@ -296,7 +299,7 @@ export function trackSearchSpaceInviteAccepted(
 	searchSpaceName: string,
 	roleName?: string | null
 ) {
-	posthog.capture("search_space_invite_accepted", {
+	safeCapture("search_space_invite_accepted", {
 		search_space_id: searchSpaceId,
 		search_space_name: searchSpaceName,
 		role_name: roleName,
@@ -304,7 +307,7 @@ export function trackSearchSpaceInviteAccepted(
 }
 
 export function trackSearchSpaceInviteDeclined(searchSpaceName?: string) {
-	posthog.capture("search_space_invite_declined", {
+	safeCapture("search_space_invite_declined", {
 		search_space_name: searchSpaceName,
 	});
 }
@@ -314,7 +317,7 @@ export function trackSearchSpaceUserAdded(
 	searchSpaceName: string,
 	roleName?: string | null
 ) {
-	posthog.capture("search_space_user_added", {
+	safeCapture("search_space_user_added", {
 		search_space_id: searchSpaceId,
 		search_space_name: searchSpaceName,
 		role_name: roleName,
@@ -326,7 +329,7 @@ export function trackSearchSpaceUsersViewed(
 	userCount: number,
 	ownerCount: number
 ) {
-	posthog.capture("search_space_users_viewed", {
+	safeCapture("search_space_users_viewed", {
 		search_space_id: searchSpaceId,
 		user_count: userCount,
 		owner_count: ownerCount,
@@ -342,7 +345,7 @@ export function trackConnectorConnected(
 	connectorType: string,
 	connectorId?: number
 ) {
-	posthog.capture("connector_connected", {
+	safeCapture("connector_connected", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -358,7 +361,7 @@ export function trackIndexWithDateRangeOpened(
 	connectorType: string,
 	connectorId: number
 ) {
-	posthog.capture("index_with_date_range_opened", {
+	safeCapture("index_with_date_range_opened", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -374,7 +377,7 @@ export function trackIndexWithDateRangeStarted(
 		hasEndDate?: boolean;
 	}
 ) {
-	posthog.capture("index_with_date_range_started", {
+	safeCapture("index_with_date_range_started", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -388,7 +391,7 @@ export function trackQuickIndexClicked(
 	connectorType: string,
 	connectorId: number
 ) {
-	posthog.capture("quick_index_clicked", {
+	safeCapture("quick_index_clicked", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -400,7 +403,7 @@ export function trackConfigurePeriodicIndexingOpened(
 	connectorType: string,
 	connectorId: number
 ) {
-	posthog.capture("configure_periodic_indexing_opened", {
+	safeCapture("configure_periodic_indexing_opened", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -413,7 +416,7 @@ export function trackPeriodicIndexingStarted(
 	connectorId: number,
 	frequencyMinutes: number
 ) {
-	posthog.capture("periodic_indexing_started", {
+	safeCapture("periodic_indexing_started", {
 		search_space_id: searchSpaceId,
 		connector_type: connectorType,
 		connector_id: connectorId,
@@ -426,24 +429,37 @@ export function trackPeriodicIndexingStarted(
 // ============================================
 
 export function trackIncentivePageViewed() {
-	posthog.capture("incentive_page_viewed");
+	safeCapture("incentive_page_viewed");
 }
 
 export function trackIncentiveTaskCompleted(taskType: string, pagesRewarded: number) {
-	posthog.capture("incentive_task_completed", {
+	safeCapture("incentive_task_completed", {
 		task_type: taskType,
 		pages_rewarded: pagesRewarded,
 	});
 }
 
 export function trackIncentiveTaskClicked(taskType: string) {
-	posthog.capture("incentive_task_clicked", {
+	safeCapture("incentive_task_clicked", {
 		task_type: taskType,
 	});
 }
 
 export function trackIncentiveContactOpened() {
-	posthog.capture("incentive_contact_opened");
+	safeCapture("incentive_contact_opened");
+}
+
+// ============================================
+// MARKETING / REFERRAL EVENTS
+// ============================================
+
+export function trackReferralLanding(refCode: string, landingUrl: string) {
+	safeCapture("marketing_referral_landing", {
+		ref_code: refCode,
+		landing_url: landingUrl,
+		$set_once: { first_ref_code: refCode },
+		$set: { latest_ref_code: refCode },
+	});
 }
 
 // ============================================
@@ -455,12 +471,20 @@ export function trackIncentiveContactOpened() {
  * Call this after successful authentication
  */
 export function identifyUser(userId: string, properties?: Record<string, unknown>) {
+	try {
 		posthog.identify(userId, properties);
+	} catch {
+		// Silently ignore – ad-blockers may break posthog
+	}
 }
 
 /**
  * Reset user identity (call on logout)
  */
 export function resetUser() {
+	try {
 		posthog.reset();
+	} catch {
+		// Silently ignore – ad-blockers may break posthog
+	}
 }