feat: implement unsaved changes handling in editor and sidebar

- Introduced global state management for unsaved changes and pending navigation using Jotai atoms.
- Updated the editor component to sync local unsaved changes with global state and handle navigation prompts.
- Enhanced sidebar functionality to check for unsaved changes before navigating to a new note.
- Added cleanup logic for global state on component unmount to prevent stale data.

surfsense_web/app/dashboard/[search_space_id]/editor/[documentId]/page.tsx

@@ -1,11 +1,13 @@
 "use client";
 
 import { useQueryClient } from "@tanstack/react-query";
+import { useAtom } from "jotai";
 import { AlertCircle, ArrowLeft, FileText, Loader2, Save } from "lucide-react";
 import { motion } from "motion/react";
 import { useParams, useRouter } from "next/navigation";
 import { useEffect, useMemo, useState } from "react";
 import { toast } from "sonner";
+import { hasUnsavedEditorChangesAtom, pendingEditorNavigationAtom } from "@/atoms/editor/ui.atoms";
 import { BlockNoteEditor } from "@/components/DynamicBlockNoteEditor";
 import {
 	AlertDialog,
@@ -76,6 +78,46 @@ export default function EditorPage() {
 	const [hasUnsavedChanges, setHasUnsavedChanges] = useState(false);
 	const [showUnsavedDialog, setShowUnsavedDialog] = useState(false);
 
+	// Global state for cross-component communication
+	const [, setGlobalHasUnsavedChanges] = useAtom(hasUnsavedEditorChangesAtom);
+	const [pendingNavigation, setPendingNavigation] = useAtom(pendingEditorNavigationAtom);
+
+	// Sync local unsaved changes state with global atom
+	useEffect(() => {
+		setGlobalHasUnsavedChanges(hasUnsavedChanges);
+	}, [hasUnsavedChanges, setGlobalHasUnsavedChanges]);
+
+	// Cleanup global state when component unmounts
+	useEffect(() => {
+		return () => {
+			setGlobalHasUnsavedChanges(false);
+			setPendingNavigation(null);
+		};
+	}, [setGlobalHasUnsavedChanges, setPendingNavigation]);
+
+	// Handle pending navigation from sidebar (e.g., when user clicks "+" to create new note)
+	useEffect(() => {
+		if (pendingNavigation) {
+			if (hasUnsavedChanges) {
+				// Show dialog to confirm navigation
+				setShowUnsavedDialog(true);
+			} else {
+				// No unsaved changes, navigate immediately
+				router.push(pendingNavigation);
+				setPendingNavigation(null);
+			}
+		}
+	}, [pendingNavigation, hasUnsavedChanges, router, setPendingNavigation]);
+
+	// Reset state when documentId changes (e.g., navigating from existing note to new note)
+	useEffect(() => {
+		setDocument(null);
+		setEditorContent(null);
+		setError(null);
+		setHasUnsavedChanges(false);
+		setLoading(true);
+	}, [documentId]);
+
 	// Fetch document content - DIRECT CALL TO FASTAPI
 	// Skip fetching if this is a new note
 	useEffect(() => {
@@ -287,7 +329,23 @@ export default function EditorPage() {
 
 	const handleConfirmLeave = () => {
 		setShowUnsavedDialog(false);
-		router.push(`/dashboard/${searchSpaceId}/researcher`);
+		// Clear global unsaved state
+		setGlobalHasUnsavedChanges(false);
+		setHasUnsavedChanges(false);
+		
+		// If there's a pending navigation (from sidebar), use that; otherwise go back to researcher
+		if (pendingNavigation) {
+			router.push(pendingNavigation);
+			setPendingNavigation(null);
+		} else {
+			router.push(`/dashboard/${searchSpaceId}/researcher`);
+		}
+	};
+
+	const handleCancelLeave = () => {
+		setShowUnsavedDialog(false);
+		// Clear pending navigation if user cancels
+		setPendingNavigation(null);
 	};
 
 	if (loading) {
@@ -402,6 +460,7 @@ export default function EditorPage() {
 					)}
 					<div className="max-w-4xl mx-auto">
 						<BlockNoteEditor
+							key={documentId} // Force re-mount when document changes
 							initialContent={isNewNote ? undefined : editorContent}
 							onChange={setEditorContent}
 							useTitleBlock={isNote}
@@ -411,7 +470,9 @@ export default function EditorPage() {
 			</div>
 
 			{/* Unsaved Changes Dialog */}
-			<AlertDialog open={showUnsavedDialog} onOpenChange={setShowUnsavedDialog}>
+			<AlertDialog open={showUnsavedDialog} onOpenChange={(open) => {
+				if (!open) handleCancelLeave();
+			}}>
 				<AlertDialogContent>
 					<AlertDialogHeader>
 						<AlertDialogTitle>Unsaved Changes</AlertDialogTitle>
@@ -420,7 +481,7 @@ export default function EditorPage() {
 						</AlertDialogDescription>
 					</AlertDialogHeader>
 					<AlertDialogFooter>
-						<AlertDialogCancel>Cancel</AlertDialogCancel>
+						<AlertDialogCancel onClick={handleCancelLeave}>Cancel</AlertDialogCancel>
 						<AlertDialogAction onClick={handleConfirmLeave}>OK</AlertDialogAction>
 					</AlertDialogFooter>
 				</AlertDialogContent>

surfsense_web/atoms/editor/ui.atoms.ts

@@ -0,0 +1,27 @@
+import { atom } from "jotai";
+
+interface EditorUIState {
+	hasUnsavedChanges: boolean;
+	pendingNavigation: string | null; // URL to navigate to after user confirms
+}
+
+export const editorUIAtom = atom<EditorUIState>({
+	hasUnsavedChanges: false,
+	pendingNavigation: null,
+});
+
+// Derived atom for just the unsaved changes state
+export const hasUnsavedEditorChangesAtom = atom(
+	(get) => get(editorUIAtom).hasUnsavedChanges,
+	(get, set, value: boolean) => {
+		set(editorUIAtom, { ...get(editorUIAtom), hasUnsavedChanges: value });
+	}
+);
+
+// Derived atom for pending navigation
+export const pendingEditorNavigationAtom = atom(
+	(get) => get(editorUIAtom).pendingNavigation,
+	(get, set, value: string | null) => {
+		set(editorUIAtom, { ...get(editorUIAtom), pendingNavigation: value });
+	}
+);

surfsense_web/components/sidebar/AppSidebarProvider.tsx

@@ -9,6 +9,7 @@ import { useCallback, useEffect, useMemo, useState } from "react";
 import { deleteChatMutationAtom } from "@/atoms/chats/chat-mutation.atoms";
 import { chatsAtom } from "@/atoms/chats/chat-query.atoms";
 import { globalChatsQueryParamsAtom } from "@/atoms/chats/ui.atoms";
+import { hasUnsavedEditorChangesAtom, pendingEditorNavigationAtom } from "@/atoms/editor/ui.atoms";
 import { currentUserAtom } from "@/atoms/user/user-query.atoms";
 import { AppSidebar } from "@/components/sidebar/app-sidebar";
 import { Button } from "@/components/ui/button";
@@ -55,6 +56,10 @@ export function AppSidebarProvider({
 	const { data: chats, error: chatError, isLoading: isLoadingChats } = useAtomValue(chatsAtom);
 	const [{ isPending: isDeletingChat, mutateAsync: deleteChat, error: deleteError }] =
 		useAtom(deleteChatMutationAtom);
+	
+	// Editor state for handling unsaved changes
+	const hasUnsavedEditorChanges = useAtomValue(hasUnsavedEditorChangesAtom);
+	const setPendingNavigation = useSetAtom(pendingEditorNavigationAtom);
 
 	useEffect(() => {
 		setChatsQueryParams((prev) => ({ ...prev, search_space_id: searchSpaceId, skip: 0, limit: 4 }));
@@ -233,10 +238,18 @@ export function AppSidebarProvider({
 		}));
 	}, [notesData]);
 
-	// Handle add note
+	// Handle add note - check for unsaved changes first
 	const handleAddNote = useCallback(() => {
-		router.push(`/dashboard/${searchSpaceId}/editor/new`);
-	}, [router, searchSpaceId]);
+		const newNoteUrl = `/dashboard/${searchSpaceId}/editor/new`;
+		
+		if (hasUnsavedEditorChanges) {
+			// Set pending navigation - the editor will show the unsaved changes dialog
+			setPendingNavigation(newNoteUrl);
+		} else {
+			// No unsaved changes, navigate directly
+			router.push(newNoteUrl);
+		}
+	}, [router, searchSpaceId, hasUnsavedEditorChanges, setPendingNavigation]);
 
 	// Memoized updated navSecondary
 	const updatedNavSecondary = useMemo(() => {

surfsense_web/contracts/types/chat.types.ts

@@ -14,7 +14,7 @@ export const chatSummary = z.object({
 });
 
 export const chatDetails = chatSummary.extend({
-	initial_connectors: z.array(z.string()),
+	initial_connectors: z.array(z.string()).nullable().optional(),
 	messages: z.array(z.any()),
 });