feat: add note management functionality with BlockNote support

- Introduced a new ENUM value 'NOTE' for document types in the database.
- Implemented backend routes for creating, listing, and deleting notes.
- Added a new frontend page for creating notes with a BlockNote editor.
- Updated sidebar to include recent notes and an option to add new notes.
- Enhanced API service for notes with validation and request/response schemas.
- Updated translations to support new note-related terms.

surfsense_backend/alembic/versions/48_add_note_to_documenttype_enum.py

@@ -0,0 +1,47 @@
+"""48_add_note_to_documenttype_enum
+
+Revision ID: 48
+Revises: 47
+Adds NOTE document type to support user-created BlockNote documents.
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = "48"
+down_revision: str | None = "47"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+# Define the ENUM type name and the new value
+ENUM_NAME = "documenttype"
+NEW_VALUE = "NOTE"
+
+
+def upgrade() -> None:
+    """Safely add 'NOTE' to documenttype enum if missing."""
+    op.execute(
+        f"""
+    DO $$
+    BEGIN
+        IF NOT EXISTS (
+            SELECT 1 FROM pg_type t
+            JOIN pg_enum e ON t.oid = e.enumtypid
+            WHERE t.typname = '{ENUM_NAME}' AND e.enumlabel = '{NEW_VALUE}'
+        ) THEN
+            ALTER TYPE {ENUM_NAME} ADD VALUE '{NEW_VALUE}';
+        END IF;
+    END
+    $$;
+    """
+    )
+
+
+def downgrade() -> None:
+    """
+    Downgrade logic not implemented since PostgreSQL
+    does not support removing enum values.
+    """
+    pass

surfsense_backend/app/db.py

@@ -51,6 +51,7 @@ class DocumentType(str, Enum):
     LUMA_CONNECTOR = "LUMA_CONNECTOR"
     ELASTICSEARCH_CONNECTOR = "ELASTICSEARCH_CONNECTOR"
     BOOKSTACK_CONNECTOR = "BOOKSTACK_CONNECTOR"
+    NOTE = "NOTE"
 
 
 class SearchSourceConnectorType(str, Enum):

surfsense_backend/app/routes/__init__.py

@@ -15,6 +15,7 @@ from .google_gmail_add_connector_route import (
 from .llm_config_routes import router as llm_config_router
 from .logs_routes import router as logs_router
 from .luma_add_connector_route import router as luma_add_connector_router
+from .notes_routes import router as notes_router
 from .podcasts_routes import router as podcasts_router
 from .rbac_routes import router as rbac_router
 from .search_source_connectors_routes import router as search_source_connectors_router
@@ -26,6 +27,7 @@ router.include_router(search_spaces_router)
 router.include_router(rbac_router)  # RBAC routes for roles, members, invites
 router.include_router(editor_router)
 router.include_router(documents_router)
+router.include_router(notes_router)
 router.include_router(podcasts_router)
 router.include_router(chats_router)
 router.include_router(search_source_connectors_router)

surfsense_backend/app/routes/editor_routes.py

@@ -10,7 +10,7 @@ from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy.orm import selectinload
 
-from app.db import Document, Permission, User, get_async_session
+from app.db import Document, DocumentType, Permission, User, get_async_session
 from app.users import current_active_user
 from app.utils.rbac import check_permission
 
@@ -65,7 +65,28 @@ async def get_editor_content(
             else None,
         }
 
-    # Lazy migration: Try to generate blocknote_document from chunks
+    # For NOTE type documents, return empty BlockNote structure if no content exists
+    if document.document_type == DocumentType.NOTE:
+        # Return empty BlockNote structure
+        empty_blocknote = [
+            {
+                "type": "paragraph",
+                "content": [],
+                "children": [],
+            }
+        ]
+        # Save empty structure if not already saved
+        if not document.blocknote_document:
+            document.blocknote_document = empty_blocknote
+            await session.commit()
+        return {
+            "document_id": document.id,
+            "title": document.title,
+            "blocknote_document": empty_blocknote,
+            "updated_at": document.updated_at.isoformat() if document.updated_at else None,
+        }
+
+    # Lazy migration: Try to generate blocknote_document from chunks (for other document types)
     from app.utils.blocknote_converter import convert_markdown_to_blocknote
 
     chunks = sorted(document.chunks, key=lambda c: c.id)

surfsense_backend/app/routes/notes_routes.py

@@ -0,0 +1,228 @@
+"""
+Notes routes for creating and managing BlockNote documents.
+"""
+
+from datetime import UTC, datetime
+from typing import Any
+
+from fastapi import APIRouter, Body, Depends, HTTPException
+from pydantic import BaseModel
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.db import Document, DocumentType, Permission, User, get_async_session
+from app.schemas import DocumentRead, PaginatedResponse
+from app.users import current_active_user
+from app.utils.rbac import check_permission
+
+router = APIRouter()
+
+
+class CreateNoteRequest(BaseModel):
+    title: str
+    blocknote_document: list[dict[str, Any]] | None = None
+
+
+@router.post("/search-spaces/{search_space_id}/notes", response_model=DocumentRead)
+async def create_note(
+    search_space_id: int,
+    request: CreateNoteRequest,
+    session: AsyncSession = Depends(get_async_session),
+    user: User = Depends(current_active_user),
+):
+    """
+    Create a new note (BlockNote document).
+
+    Requires DOCUMENTS_CREATE permission.
+    """
+    # Check RBAC permission
+    await check_permission(
+        session,
+        user,
+        search_space_id,
+        Permission.DOCUMENTS_CREATE.value,
+        "You don't have permission to create notes in this search space",
+    )
+
+    if not request.title or not request.title.strip():
+        raise HTTPException(status_code=400, detail="Title is required")
+
+    # Default empty BlockNote structure if not provided
+    blocknote_document = request.blocknote_document
+    if blocknote_document is None:
+        blocknote_document = [
+            {
+                "type": "paragraph",
+                "content": [],
+                "children": [],
+            }
+        ]
+
+    # Generate content hash (use title for now, will be updated on save)
+    import hashlib
+
+    content_hash = hashlib.sha256(request.title.encode()).hexdigest()
+
+    # Create document with NOTE type
+    from app.config import config
+
+    document = Document(
+        search_space_id=search_space_id,
+        title=request.title.strip(),
+        document_type=DocumentType.NOTE,
+        content="",  # Empty initially, will be populated on first save/reindex
+        content_hash=content_hash,
+        blocknote_document=blocknote_document,
+        content_needs_reindexing=False,  # Will be set to True on first save
+        document_metadata={"NOTE": True},
+        embedding=None,  # Will be generated on first reindex
+        updated_at=datetime.now(UTC),
+    )
+
+    session.add(document)
+    await session.commit()
+    await session.refresh(document)
+
+    return DocumentRead(
+        id=document.id,
+        title=document.title,
+        document_type=document.document_type,
+        content=document.content,
+        content_hash=document.content_hash,
+        unique_identifier_hash=document.unique_identifier_hash,
+        document_metadata=document.document_metadata,
+        search_space_id=document.search_space_id,
+        created_at=document.created_at,
+        updated_at=document.updated_at,
+    )
+
+
+@router.get("/search-spaces/{search_space_id}/notes", response_model=PaginatedResponse[DocumentRead])
+async def list_notes(
+    search_space_id: int,
+    skip: int | None = None,
+    page: int | None = None,
+    page_size: int = 50,
+    session: AsyncSession = Depends(get_async_session),
+    user: User = Depends(current_active_user),
+):
+    """
+    List all notes in a search space.
+
+    Requires DOCUMENTS_READ permission.
+    """
+    # Check RBAC permission
+    await check_permission(
+        session,
+        user,
+        search_space_id,
+        Permission.DOCUMENTS_READ.value,
+        "You don't have permission to read notes in this search space",
+    )
+
+    from sqlalchemy import func
+
+    # Build query
+    query = select(Document).where(
+        Document.search_space_id == search_space_id,
+        Document.document_type == DocumentType.NOTE,
+    )
+
+    # Get total count
+    count_query = select(func.count()).select_from(
+        select(Document).where(
+            Document.search_space_id == search_space_id,
+            Document.document_type == DocumentType.NOTE,
+        ).subquery()
+    )
+    total_result = await session.execute(count_query)
+    total = total_result.scalar() or 0
+
+    # Apply pagination
+    if skip is not None:
+        query = query.offset(skip)
+    elif page is not None:
+        query = query.offset(page * page_size)
+    else:
+        query = query.offset(0)
+
+    if page_size > 0:
+        query = query.limit(page_size)
+
+    # Order by updated_at descending (most recent first)
+    query = query.order_by(Document.updated_at.desc())
+
+    # Execute query
+    result = await session.execute(query)
+    documents = result.scalars().all()
+
+    # Convert to response models
+    items = [
+        DocumentRead(
+            id=doc.id,
+            title=doc.title,
+            document_type=doc.document_type,
+            content=doc.content,
+            content_hash=doc.content_hash,
+            unique_identifier_hash=doc.unique_identifier_hash,
+            document_metadata=doc.document_metadata,
+            search_space_id=doc.search_space_id,
+            created_at=doc.created_at,
+            updated_at=doc.updated_at,
+        )
+        for doc in documents
+    ]
+
+    # Calculate pagination info
+    actual_skip = skip if skip is not None else (page * page_size if page is not None else 0)
+    has_more = (actual_skip + len(items)) < total if page_size > 0 else False
+
+    return PaginatedResponse(
+        items=items,
+        total=total,
+        page=page if page is not None else (actual_skip // page_size if page_size > 0 else 0),
+        page_size=page_size,
+        has_more=has_more,
+    )
+
+
+@router.delete("/search-spaces/{search_space_id}/notes/{note_id}")
+async def delete_note(
+    search_space_id: int,
+    note_id: int,
+    session: AsyncSession = Depends(get_async_session),
+    user: User = Depends(current_active_user),
+):
+    """
+    Delete a note.
+
+    Requires DOCUMENTS_DELETE permission.
+    """
+    # Check RBAC permission
+    await check_permission(
+        session,
+        user,
+        search_space_id,
+        Permission.DOCUMENTS_DELETE.value,
+        "You don't have permission to delete notes in this search space",
+    )
+
+    # Get document
+    result = await session.execute(
+        select(Document).where(
+            Document.id == note_id,
+            Document.search_space_id == search_space_id,
+            Document.document_type == DocumentType.NOTE,
+        )
+    )
+    document = result.scalars().first()
+
+    if not document:
+        raise HTTPException(status_code=404, detail="Note not found")
+
+    # Delete document (chunks will be cascade deleted)
+    await session.delete(document)
+    await session.commit()
+
+    return {"message": "Note deleted successfully", "note_id": note_id}
+

surfsense_web/app/dashboard/[search_space_id]/notes/new/page.tsx

@@ -0,0 +1,155 @@
+"use client";
+
+import { AlertCircle, FileText, Loader2, Plus, X } from "lucide-react";
+import { motion } from "motion/react";
+import { useParams, useRouter } from "next/navigation";
+import { useState } from "react";
+import { toast } from "sonner";
+import { BlockNoteEditor } from "@/components/DynamicBlockNoteEditor";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import { Separator } from "@/components/ui/separator";
+import { notesApiService } from "@/lib/apis/notes-api.service";
+
+export default function NewNotePage() {
+	const params = useParams();
+	const router = useRouter();
+	const searchSpaceId = Number(params.search_space_id);
+
+	const [title, setTitle] = useState("");
+	const [editorContent, setEditorContent] = useState<any>(null);
+	const [creating, setCreating] = useState(false);
+	const [error, setError] = useState<string | null>(null);
+
+	const handleCreate = async () => {
+		if (!title.trim()) {
+			toast.error("Please enter a title for your note");
+			return;
+		}
+
+		setCreating(true);
+		setError(null);
+
+		try {
+			const note = await notesApiService.createNote({
+				search_space_id: searchSpaceId,
+				title: title.trim(),
+				blocknote_document: editorContent || undefined,
+			});
+
+			toast.success("Note created successfully!");
+			// Redirect to editor
+			router.push(`/dashboard/${searchSpaceId}/editor/${note.id}`);
+		} catch (error) {
+			console.error("Error creating note:", error);
+			const errorMessage =
+				error instanceof Error ? error.message : "Failed to create note. Please try again.";
+			setError(errorMessage);
+			toast.error(errorMessage);
+		} finally {
+			setCreating(false);
+		}
+	};
+
+	const handleCancel = () => {
+		router.back();
+	};
+
+	return (
+		<motion.div
+			initial={{ opacity: 0 }}
+			animate={{ opacity: 1 }}
+			className="flex flex-col h-full w-full"
+		>
+			{/* Toolbar */}
+			<div className="sticky top-0 z-40 flex h-16 shrink-0 items-center gap-4 border-b bg-background/95 backdrop-blur supports-backdrop-filter:bg-background/60 px-6">
+				<div className="flex items-center gap-3 flex-1 min-w-0">
+					<FileText className="h-5 w-5 text-muted-foreground shrink-0" />
+					<div className="flex flex-col min-w-0">
+						<h1 className="text-lg font-semibold truncate">New Note</h1>
+						<p className="text-xs text-muted-foreground">Create a new note</p>
+					</div>
+				</div>
+				<Separator orientation="vertical" className="h-6" />
+				<div className="flex items-center gap-2">
+					<Button variant="outline" onClick={handleCancel} disabled={creating} className="gap-2">
+						<X className="h-4 w-4" />
+						Cancel
+					</Button>
+					<Button onClick={handleCreate} disabled={creating || !title.trim()} className="gap-2">
+						{creating ? (
+							<>
+								<Loader2 className="h-4 w-4 animate-spin" />
+								Creating...
+							</>
+						) : (
+							<>
+								<Plus className="h-4 w-4" />
+								Create Note
+							</>
+						)}
+					</Button>
+				</div>
+			</div>
+
+			{/* Content */}
+			<div className="flex-1 overflow-hidden relative">
+				<div className="h-full w-full overflow-auto p-6">
+					<div className="max-w-4xl mx-auto space-y-6">
+						{error && (
+							<motion.div
+								initial={{ opacity: 0, y: -10 }}
+								animate={{ opacity: 1, y: 0 }}
+							>
+								<Card className="border-destructive/50">
+									<CardHeader>
+										<div className="flex items-center gap-2">
+											<AlertCircle className="h-5 w-5 text-destructive" />
+											<CardTitle className="text-destructive">Error</CardTitle>
+										</div>
+										<CardDescription>{error}</CardDescription>
+									</CardHeader>
+								</Card>
+							</motion.div>
+						)}
+
+						<Card>
+							<CardHeader>
+								<CardTitle>Note Details</CardTitle>
+								<CardDescription>Enter a title for your note</CardDescription>
+							</CardHeader>
+							<CardContent className="space-y-4">
+								<div className="space-y-2">
+									<Label htmlFor="title">Title</Label>
+									<Input
+										id="title"
+										placeholder="Enter note title..."
+										value={title}
+										onChange={(e) => setTitle(e.target.value)}
+										disabled={creating}
+										className="text-lg"
+									/>
+								</div>
+							</CardContent>
+						</Card>
+
+						<Card>
+							<CardHeader>
+								<CardTitle>Content</CardTitle>
+								<CardDescription>Start writing your note (optional)</CardDescription>
+							</CardHeader>
+							<CardContent>
+								<div className="min-h-[400px]">
+									<BlockNoteEditor initialContent={undefined} onChange={setEditorContent} />
+								</div>
+							</CardContent>
+						</Card>
+					</div>
+				</div>
+			</div>
+		</motion.div>
+	);
+}
+

surfsense_web/components/sidebar/AppSidebarProvider.tsx

@@ -2,6 +2,7 @@
 
 import { useAtom, useAtomValue, useSetAtom } from "jotai";
 import { Trash2 } from "lucide-react";
+import { useRouter } from "next/navigation";
 import { useTranslations } from "next-intl";
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { deleteChatMutationAtom } from "@/atoms/chats/chat-mutation.atoms";
@@ -19,6 +20,7 @@ import {
 } from "@/components/ui/dialog";
 import { useUser } from "@/hooks";
 import { useQuery } from "@tanstack/react-query";
+import { notesApiService } from "@/lib/apis/notes-api.service";
 import { searchSpacesApiService } from "@/lib/apis/search-spaces-api.service";
 import { cacheKeys } from "@/lib/query-client/cache-keys";
 
@@ -48,6 +50,7 @@ export function AppSidebarProvider({
 }: AppSidebarProviderProps) {
 	const t = useTranslations("dashboard");
 	const tCommon = useTranslations("common");
+	const router = useRouter();
 	const setChatsQueryParams = useSetAtom(globalChatsQueryParamsAtom);
 	const { data: chats, error: chatError, isLoading: isLoadingChats } = useAtomValue(chatsAtom);
 	const [{ isPending: isDeletingChat, mutateAsync: deleteChat, error: deleteError }] =
@@ -70,6 +73,22 @@ export function AppSidebarProvider({
 
 	const { user } = useUser();
 
+	// Fetch notes
+	const {
+		data: notesData,
+		error: notesError,
+		isLoading: isLoadingNotes,
+		refetch: refetchNotes,
+	} = useQuery({
+		queryKey: ["notes", searchSpaceId],
+		queryFn: () =>
+			notesApiService.getNotes({
+				search_space_id: Number(searchSpaceId),
+				page_size: 10, // Get recent 10 notes
+			}),
+		enabled: !!searchSpaceId,
+	});
+
 	const [showDeleteDialog, setShowDeleteDialog] = useState(false);
 	const [chatToDelete, setChatToDelete] = useState<{ id: number; name: string } | null>(null);
 	const [isClient, setIsClient] = useState(false);
@@ -162,6 +181,41 @@ export function AppSidebarProvider({
 	// Use fallback chats if there's an error or no chats
 	const displayChats = recentChats.length > 0 ? recentChats : fallbackChats;
 
+	// Transform notes to the format expected by NavNotes
+	const recentNotes = useMemo(() => {
+		return notesData?.items
+			? notesData.items.map((note) => ({
+					name: note.title,
+					url: `/dashboard/${note.search_space_id}/editor/${note.id}`,
+					icon: "FileText",
+					id: note.id,
+					search_space_id: note.search_space_id,
+					actions: [
+						{
+							name: "Delete",
+							icon: "Trash2",
+							onClick: async () => {
+								try {
+									await notesApiService.deleteNote({
+										search_space_id: note.search_space_id,
+										note_id: note.id,
+									});
+									refetchNotes();
+								} catch (error) {
+									console.error("Error deleting note:", error);
+								}
+							},
+						},
+					],
+				}))
+			: [];
+	}, [notesData, refetchNotes]);
+
+	// Handle add note
+	const handleAddNote = useCallback(() => {
+		router.push(`/dashboard/${searchSpaceId}/notes/new`);
+	}, [router, searchSpaceId]);
+
 	// Memoized updated navSecondary
 	const updatedNavSecondary = useMemo(() => {
 		const updated = [...navSecondary];
@@ -204,6 +258,7 @@ export function AppSidebarProvider({
 				navSecondary={navSecondary}
 				navMain={navMain}
 				RecentChats={[]}
+				RecentNotes={[]}
 				pageUsage={pageUsage}
 			/>
 		);
@@ -216,6 +271,8 @@ export function AppSidebarProvider({
 				navSecondary={updatedNavSecondary}
 				navMain={navMain}
 				RecentChats={displayChats}
+				RecentNotes={recentNotes}
+				onAddNote={handleAddNote}
 				pageUsage={pageUsage}
 			/>
 

surfsense_web/components/sidebar/app-sidebar.tsx

@@ -24,7 +24,6 @@ import {
 	UserPlus,
 	Users,
 } from "lucide-react";
-import Link from "next/link";
 import { useRouter } from "next/navigation";
 import { useTheme } from "next-themes";
 import { memo, useEffect, useMemo, useState } from "react";
@@ -115,6 +114,7 @@ function UserAvatar({ email, size = 32 }: { email: string; size?: number }) {
 }
 
 import { NavMain } from "@/components/sidebar/nav-main";
+import { NavNotes } from "@/components/sidebar/nav-notes";
 import { NavProjects } from "@/components/sidebar/nav-projects";
 import { NavSecondary } from "@/components/sidebar/nav-secondary";
 import { PageUsageDisplay } from "@/components/sidebar/page-usage-display";
@@ -209,6 +209,20 @@ const defaultData = {
 			id: 1003,
 		},
 	],
+	RecentNotes: [
+		{
+			name: "Meeting Notes",
+			url: "#",
+			icon: "FileText",
+			id: 2001,
+		},
+		{
+			name: "Project Ideas",
+			url: "#",
+			icon: "FileText",
+			id: 2002,
+		},
+	],
 };
 
 interface AppSidebarProps extends React.ComponentProps<typeof Sidebar> {
@@ -240,6 +254,18 @@ interface AppSidebarProps extends React.ComponentProps<typeof Sidebar> {
 			onClick: () => void;
 		}[];
 	}[];
+	RecentNotes?: {
+		name: string;
+		url: string;
+		icon: string;
+		id?: number;
+		search_space_id?: number;
+		actions?: {
+			name: string;
+			icon: string;
+			onClick: () => void;
+		}[];
+	}[];
 	user?: {
 		name: string;
 		email: string;
@@ -249,6 +275,7 @@ interface AppSidebarProps extends React.ComponentProps<typeof Sidebar> {
 		pagesUsed: number;
 		pagesLimit: number;
 	};
+	onAddNote?: () => void;
 }
 
 // Memoized AppSidebar component for better performance
@@ -257,7 +284,9 @@ export const AppSidebar = memo(function AppSidebar({
 	navMain = defaultData.navMain,
 	navSecondary = defaultData.navSecondary,
 	RecentChats = defaultData.RecentChats,
+	RecentNotes = defaultData.RecentNotes,
 	pageUsage,
+	onAddNote,
 	...props
 }: AppSidebarProps) {
 	const router = useRouter();
@@ -295,6 +324,16 @@ export const AppSidebar = memo(function AppSidebar({
 		);
 	}, [RecentChats]);
 
+	// Process RecentNotes to resolve icon names to components
+	const processedRecentNotes = useMemo(() => {
+		return (
+			RecentNotes?.map((item) => ({
+				...item,
+				icon: iconMap[item.icon] || FileText,
+			})) || []
+		);
+	}, [RecentNotes]);
+
 	// Get user display name from email
 	const userDisplayName = user?.email ? user.email.split("@")[0] : "User";
 	const userEmail = user?.email || (isLoadingUser ? "Loading..." : "Unknown");
@@ -412,6 +451,10 @@ export const AppSidebar = memo(function AppSidebar({
 						<NavProjects chats={processedRecentChats} />
 					</div>
 				)}
+
+				<div className="space-y-2">
+					<NavNotes notes={processedRecentNotes} onAddNote={onAddNote} />
+				</div>
 			</SidebarContent>
 			<SidebarFooter>
 				{pageUsage && (

surfsense_web/components/sidebar/nav-notes.tsx

@@ -0,0 +1,214 @@
+"use client";
+
+import {
+	ChevronRight,
+	ExternalLink,
+	FileText,
+	type LucideIcon,
+	MoreHorizontal,
+	Plus,
+	RefreshCw,
+	Share,
+	Trash2,
+} from "lucide-react";
+import { useRouter } from "next/navigation";
+import { useTranslations } from "next-intl";
+import { useCallback, useState } from "react";
+import {
+	Collapsible,
+	CollapsibleContent,
+	CollapsibleTrigger,
+} from "@/components/ui/collapsible";
+import {
+	DropdownMenu,
+	DropdownMenuContent,
+	DropdownMenuItem,
+	DropdownMenuTrigger,
+} from "@/components/ui/dropdown-menu";
+import {
+	SidebarGroup,
+	SidebarGroupContent,
+	SidebarGroupLabel,
+	SidebarMenu,
+	SidebarMenuAction,
+	SidebarMenuButton,
+	SidebarMenuItem,
+	useSidebar,
+} from "@/components/ui/sidebar";
+
+// Map of icon names to their components
+const actionIconMap: Record<string, LucideIcon> = {
+	ExternalLink,
+	FileText,
+	Share,
+	Trash2,
+	MoreHorizontal,
+	RefreshCw,
+};
+
+interface NoteAction {
+	name: string;
+	icon: string;
+	onClick: () => void;
+}
+
+interface NoteItem {
+	name: string;
+	url: string;
+	icon: LucideIcon;
+	id?: number;
+	search_space_id?: number;
+	actions?: NoteAction[];
+}
+
+interface NavNotesProps {
+	notes: NoteItem[];
+	onAddNote?: () => void;
+	defaultOpen?: boolean;
+}
+
+export function NavNotes({ notes, onAddNote, defaultOpen = true }: NavNotesProps) {
+	const t = useTranslations("sidebar");
+	const { isMobile } = useSidebar();
+	const router = useRouter();
+	const [isDeleting, setIsDeleting] = useState<number | null>(null);
+	const [isOpen, setIsOpen] = useState(defaultOpen);
+
+	// Handle note deletion with loading state
+	const handleDeleteNote = useCallback(async (noteId: number, deleteAction: () => void) => {
+		setIsDeleting(noteId);
+		try {
+			await deleteAction();
+		} finally {
+			setIsDeleting(null);
+		}
+	}, []);
+
+	// Enhanced note item component
+	const NoteItemComponent = useCallback(
+		({ note }: { note: NoteItem }) => {
+			const isDeletingNote = isDeleting === note.id;
+
+			return (
+				<SidebarMenuItem key={note.id ? `note-${note.id}` : `note-${note.name}`}>
+					<SidebarMenuButton
+						onClick={() => router.push(note.url)}
+						disabled={isDeletingNote}
+						className={`group/item relative ${isDeletingNote ? "opacity-50" : ""}`}
+						size="sm"
+					>
+						<note.icon className="h-4 w-4 shrink-0" />
+						<span className={`truncate ${isDeletingNote ? "opacity-50" : ""}`}>{note.name}</span>
+					</SidebarMenuButton>
+
+					{note.actions && note.actions.length > 0 && (
+						<DropdownMenu>
+							<DropdownMenuTrigger asChild>
+								<SidebarMenuAction
+									showOnHover
+									className="opacity-0 group-hover/item:opacity-100 transition-opacity"
+								>
+									<MoreHorizontal className="h-4 w-4" />
+									<span className="sr-only">More</span>
+								</SidebarMenuAction>
+							</DropdownMenuTrigger>
+							<DropdownMenuContent
+								className="w-48"
+								side={isMobile ? "bottom" : "right"}
+								align={isMobile ? "end" : "start"}
+							>
+								{note.actions.map((action, actionIndex) => {
+									const ActionIcon = actionIconMap[action.icon] || FileText;
+									const isDeleteAction = action.name.toLowerCase().includes("delete");
+
+									return (
+										<DropdownMenuItem
+											key={`${action.name}-${actionIndex}`}
+											onClick={() => {
+												if (isDeleteAction) {
+													handleDeleteNote(note.id || 0, action.onClick);
+												} else {
+													action.onClick();
+												}
+											}}
+											disabled={isDeletingNote}
+											className={isDeleteAction ? "text-destructive" : ""}
+										>
+											<ActionIcon className="mr-2 h-4 w-4" />
+											<span>{isDeletingNote && isDeleteAction ? "Deleting..." : action.name}</span>
+										</DropdownMenuItem>
+									);
+								})}
+							</DropdownMenuContent>
+						</DropdownMenu>
+					)}
+				</SidebarMenuItem>
+			);
+		},
+		[isDeleting, router, isMobile, handleDeleteNote]
+	);
+
+	return (
+		<SidebarGroup className="group-data-[collapsible=icon]:hidden">
+			<Collapsible open={isOpen} onOpenChange={setIsOpen}>
+				<div className="flex items-center justify-between group/header">
+					<CollapsibleTrigger asChild>
+						<SidebarGroupLabel className="cursor-pointer rounded-md px-2 py-1.5 -mx-2 transition-colors flex items-center gap-1.5">
+							<ChevronRight
+								className={`h-3.5 w-3.5 text-muted-foreground transition-all duration-200 shrink-0 hover:text-sidebar-foreground ${
+									isOpen ? "rotate-90" : ""
+								}`}
+							/>
+							<span className="text-xs font-medium text-sidebar-foreground/70">
+								{t("notes") || "Notes"}
+							</span>
+						</SidebarGroupLabel>
+					</CollapsibleTrigger>
+					{onAddNote && (
+						<button
+							type="button"
+							onClick={(e) => {
+								e.stopPropagation();
+								onAddNote();
+							}}
+							className="opacity-0 group-hover/header:opacity-100 transition-opacity p-1 hover:bg-sidebar-accent rounded-md -mr-2 shrink-0"
+							aria-label="Add note"
+						>
+							<Plus className="h-3.5 w-3.5 text-muted-foreground" />
+						</button>
+					)}
+				</div>
+				<CollapsibleContent>
+					<SidebarGroupContent>
+						<SidebarMenu>
+							{/* Note Items */}
+							{notes.length > 0 ? (
+								notes.map((note) => <NoteItemComponent key={note.id || note.name} note={note} />)
+							) : (
+								/* Empty state with create button */
+								<SidebarMenuItem>
+									{onAddNote ? (
+										<SidebarMenuButton
+											onClick={onAddNote}
+											className="text-muted-foreground hover:text-sidebar-foreground text-xs"
+											size="sm"
+										>
+											<Plus className="h-4 w-4" />
+											<span>{t("create_new_note") || "Create a new note"}</span>
+										</SidebarMenuButton>
+									) : (
+										<SidebarMenuButton disabled className="text-muted-foreground text-xs" size="sm">
+											<FileText className="h-4 w-4" />
+											<span>{t("no_notes") || "No notes yet"}</span>
+										</SidebarMenuButton>
+									)}
+								</SidebarMenuItem>
+							)}
+						</SidebarMenu>
+					</SidebarGroupContent>
+				</CollapsibleContent>
+			</Collapsible>
+		</SidebarGroup>
+	);
+}
+

surfsense_web/components/sidebar/nav-projects.tsx

@@ -148,19 +148,6 @@ export function NavProjects({ chats }: { chats: ChatItem[] }) {
 	return (
 		<SidebarGroup className="group-data-[collapsible=icon]:hidden">
 			<SidebarGroupLabel>{t("recent_chats")}</SidebarGroupLabel>
-
-			{/* Search Input */}
-			{showSearch && (
-				<div className="px-2 pb-2">
-					<SidebarInput
-						placeholder={t("search_chats")}
-						value={searchQuery}
-						onChange={(e) => setSearchQuery(e.target.value)}
-						className="h-8"
-					/>
-				</div>
-			)}
-
 			<SidebarMenu>
 				{/* Chat Items */}
 				{filteredChats.length > 0 ? (

surfsense_web/components/sidebar/page-usage-display.tsx

@@ -1,6 +1,6 @@
 "use client";
 
-import { Mail } from "lucide-react";
+import { ChevronRight, Mail } from "lucide-react";
 import { Progress } from "@/components/ui/progress";
 import {
 	SidebarGroup,
@@ -8,6 +8,7 @@ import {
 	SidebarGroupLabel,
 	useSidebar,
 } from "@/components/ui/sidebar";
+import { Collapsible, CollapsibleContent, CollapsibleTrigger } from "@/components/ui/collapsible";
 
 interface PageUsageDisplayProps {
 	pagesUsed: number;
@@ -21,19 +22,16 @@ export function PageUsageDisplay({ pagesUsed, pagesLimit }: PageUsageDisplayProp
 
 	return (
 		<SidebarGroup>
-			<SidebarGroupLabel className="group-data-[collapsible=icon]:hidden">
-				Page Usage
-			</SidebarGroupLabel>
-			<SidebarGroupContent>
-				<div className="space-y-2 px-2 py-2">
-					{isCollapsed ? (
-						// Show only a compact progress indicator when collapsed
-						<div className="flex justify-center">
-							<Progress value={usagePercentage} className="h-2 w-8" />
-						</div>
-					) : (
-						// Show full details when expanded
-						<>
+			<Collapsible defaultOpen={false} className="group-data-[collapsible=icon]:hidden">
+				<CollapsibleTrigger asChild>
+					<SidebarGroupLabel className="cursor-pointer hover:bg-sidebar-accent rounded-md px-2 py-1.5 -mx-2 transition-colors flex items-center justify-between group">
+						<span>Page Usage</span>
+						<ChevronRight className="h-4 w-4 text-muted-foreground transition-transform duration-200 group-data-[state=open]:rotate-90" />
+					</SidebarGroupLabel>
+				</CollapsibleTrigger>
+				<CollapsibleContent>
+					<SidebarGroupContent>
+						<div className="space-y-2 px-2 py-2">
 							<div className="flex justify-between items-center text-xs">
 								<span className="text-muted-foreground">
 									{pagesUsed.toLocaleString()} / {pagesLimit.toLocaleString()} pages
@@ -54,10 +52,18 @@ export function PageUsageDisplay({ pagesUsed, pagesLimit }: PageUsageDisplayProp
 									to increase limits
 								</p>
 							</div>
-						</>
-					)}
-				</div>
-			</SidebarGroupContent>
+						</div>
+					</SidebarGroupContent>
+				</CollapsibleContent>
+			</Collapsible>
+			{isCollapsed && (
+				// Show only a compact progress indicator when sidebar is collapsed
+				<SidebarGroupContent>
+					<div className="flex justify-center px-2 py-2">
+						<Progress value={usagePercentage} className="h-2 w-8" />
+					</div>
+				</SidebarGroupContent>
+			)}
 		</SidebarGroup>
 	);
-}
+}

surfsense_web/lib/apis/notes-api.service.ts

@@ -0,0 +1,148 @@
+import { z } from "zod";
+import { ValidationError } from "../error";
+import { baseApiService } from "./base-api.service";
+
+// Request/Response schemas
+const createNoteRequest = z.object({
+	search_space_id: z.number(),
+	title: z.string().min(1),
+	blocknote_document: z.array(z.any()).optional(),
+});
+
+const createNoteResponse = z.object({
+	id: z.number(),
+	title: z.string(),
+	document_type: z.string(),
+	content: z.string(),
+	content_hash: z.string(),
+	unique_identifier_hash: z.string().nullable(),
+	document_metadata: z.record(z.any()).nullable(),
+	search_space_id: z.number(),
+	created_at: z.string(),
+	updated_at: z.string().nullable(),
+});
+
+const getNotesRequest = z.object({
+	search_space_id: z.number(),
+	skip: z.number().optional(),
+	page: z.number().optional(),
+	page_size: z.number().optional(),
+});
+
+const noteItem = z.object({
+	id: z.number(),
+	title: z.string(),
+	document_type: z.string(),
+	content: z.string(),
+	content_hash: z.string(),
+	unique_identifier_hash: z.string().nullable(),
+	document_metadata: z.record(z.any()).nullable(),
+	search_space_id: z.number(),
+	created_at: z.string(),
+	updated_at: z.string().nullable(),
+});
+
+const getNotesResponse = z.object({
+	items: z.array(noteItem),
+	total: z.number(),
+	page: z.number(),
+	page_size: z.number(),
+	has_more: z.boolean(),
+});
+
+const deleteNoteRequest = z.object({
+	search_space_id: z.number(),
+	note_id: z.number(),
+});
+
+const deleteNoteResponse = z.object({
+	message: z.string(),
+	note_id: z.number(),
+});
+
+// Type exports
+export type CreateNoteRequest = z.infer<typeof createNoteRequest>;
+export type CreateNoteResponse = z.infer<typeof createNoteResponse>;
+export type GetNotesRequest = z.infer<typeof getNotesRequest>;
+export type GetNotesResponse = z.infer<typeof getNotesResponse>;
+export type NoteItem = z.infer<typeof noteItem>;
+export type DeleteNoteRequest = z.infer<typeof deleteNoteRequest>;
+export type DeleteNoteResponse = z.infer<typeof deleteNoteResponse>;
+
+class NotesApiService {
+	/**
+	 * Create a new note
+	 */
+	createNote = async (request: CreateNoteRequest) => {
+		const parsedRequest = createNoteRequest.safeParse(request);
+
+		if (!parsedRequest.success) {
+			console.error("Invalid request:", parsedRequest.error);
+			const errorMessage = parsedRequest.error.errors.map((err) => err.message).join(", ");
+			throw new ValidationError(`Invalid request: ${errorMessage}`);
+		}
+
+		const { search_space_id, title, blocknote_document } = parsedRequest.data;
+
+		// Send both title and blocknote_document in request body
+		const body = {
+			title,
+			...(blocknote_document && { blocknote_document }),
+		};
+
+		return baseApiService.post(
+			`/api/v1/search-spaces/${search_space_id}/notes`,
+			createNoteResponse,
+			{ body }
+		);
+	};
+
+	/**
+	 * Get list of notes
+	 */
+	getNotes = async (request: GetNotesRequest) => {
+		const parsedRequest = getNotesRequest.safeParse(request);
+
+		if (!parsedRequest.success) {
+			console.error("Invalid request:", parsedRequest.error);
+			const errorMessage = parsedRequest.error.errors.map((err) => err.message).join(", ");
+			throw new ValidationError(`Invalid request: ${errorMessage}`);
+		}
+
+		const { search_space_id, skip, page, page_size } = parsedRequest.data;
+
+		// Build query params
+		const params = new URLSearchParams();
+		if (skip !== undefined) params.append("skip", String(skip));
+		if (page !== undefined) params.append("page", String(page));
+		if (page_size !== undefined) params.append("page_size", String(page_size));
+
+		return baseApiService.get(
+			`/api/v1/search-spaces/${search_space_id}/notes?${params.toString()}`,
+			getNotesResponse
+		);
+	};
+
+	/**
+	 * Delete a note
+	 */
+	deleteNote = async (request: DeleteNoteRequest) => {
+		const parsedRequest = deleteNoteRequest.safeParse(request);
+
+		if (!parsedRequest.success) {
+			console.error("Invalid request:", parsedRequest.error);
+			const errorMessage = parsedRequest.error.errors.map((err) => err.message).join(", ");
+			throw new ValidationError(`Invalid request: ${errorMessage}`);
+		}
+
+		const { search_space_id, note_id } = parsedRequest.data;
+
+		return baseApiService.delete(
+			`/api/v1/search-spaces/${search_space_id}/notes/${note_id}`,
+			deleteNoteResponse
+		);
+	};
+}
+
+export const notesApiService = new NotesApiService();
+

surfsense_web/messages/en.json

@@ -642,7 +642,10 @@
 		"no_chats_found": "No chats found",
 		"no_recent_chats": "No recent chats",
 		"view_all_chats": "View All Chats",
-		"search_space": "Search Space"
+		"search_space": "Search Space",
+		"notes": "Notes",
+		"no_notes": "No notes yet",
+		"create_new_note": "Create a new note"
 	},
 	"errors": {
 		"something_went_wrong": "Something went wrong",