feat: improve document editor panel behavior

surfsense_web/atoms/editor/editor-panel.atom.ts

@@ -3,10 +3,11 @@ import { rightPanelCollapsedAtom, rightPanelTabAtom } from "@/atoms/layout/right
 
 interface EditorPanelState {
 	isOpen: boolean;
-	kind: "document" | "local_file";
+	kind: "document" | "local_file" | "memory";
 	documentId: number | null;
 	localFilePath: string | null;
 	searchSpaceId: number | null;
+	memoryScope: "user" | "team" | null;
 	title: string | null;
 }
 
@@ -16,6 +17,7 @@ const initialState: EditorPanelState = {
 	documentId: null,
 	localFilePath: null,
 	searchSpaceId: null,
+	memoryScope: null,
 	title: null,
 };
 
@@ -38,6 +40,12 @@ export const openEditorPanelAtom = atom(
 					title?: string;
 					searchSpaceId?: number;
 			  }
+			| {
+					kind: "memory";
+					memoryScope: "user" | "team";
+					title?: string;
+					searchSpaceId?: number;
+			  }
 	) => {
 		if (!get(editorPanelAtom).isOpen) {
 			set(preEditorCollapsedAtom, get(rightPanelCollapsedAtom));
@@ -49,6 +57,21 @@ export const openEditorPanelAtom = atom(
 				documentId: null,
 				localFilePath: payload.localFilePath,
 				searchSpaceId: payload.searchSpaceId ?? null,
+				memoryScope: null,
+				title: payload.title ?? null,
+			});
+			set(rightPanelTabAtom, "editor");
+			set(rightPanelCollapsedAtom, false);
+			return;
+		}
+		if (payload.kind === "memory") {
+			set(editorPanelAtom, {
+				isOpen: true,
+				kind: "memory",
+				documentId: null,
+				localFilePath: null,
+				searchSpaceId: payload.searchSpaceId ?? null,
+				memoryScope: payload.memoryScope,
 				title: payload.title ?? null,
 			});
 			set(rightPanelTabAtom, "editor");
@@ -61,6 +84,7 @@ export const openEditorPanelAtom = atom(
 			documentId: payload.documentId,
 			localFilePath: null,
 			searchSpaceId: payload.searchSpaceId,
+			memoryScope: null,
 			title: payload.title ?? null,
 		});
 		set(rightPanelTabAtom, "editor");

surfsense_web/components/documents/DocumentNode.tsx

@@ -9,6 +9,7 @@ import {
 	MoreHorizontal,
 	Move,
 	Pencil,
+	RotateCcw,
 	Trash2,
 } from "lucide-react";
 import React, { useCallback, useRef, useState } from "react";
@@ -61,8 +62,13 @@ interface DocumentNodeProps {
 	onEdit: (doc: DocumentNodeDoc) => void;
 	onDelete: (doc: DocumentNodeDoc) => void;
 	onMove: (doc: DocumentNodeDoc) => void;
+	onReset?: (doc: DocumentNodeDoc) => void;
 	onExport?: (doc: DocumentNodeDoc, format: string) => void;
 	onVersionHistory?: (doc: DocumentNodeDoc) => void;
+	canDelete?: boolean;
+	canMove?: boolean;
+	canMention?: boolean;
+	canEdit?: boolean;
 	contextMenuOpen?: boolean;
 	onContextMenuOpenChange?: (open: boolean) => void;
 }
@@ -76,8 +82,13 @@ export const DocumentNode = React.memo(function DocumentNode({
 	onEdit,
 	onDelete,
 	onMove,
+	onReset,
 	onExport,
 	onVersionHistory,
+	canDelete = true,
+	canMove = true,
+	canMention = true,
+	canEdit = true,
 	contextMenuOpen,
 	onContextMenuOpenChange,
 }: DocumentNodeProps) {
@@ -85,8 +96,13 @@ export const DocumentNode = React.memo(function DocumentNode({
 	const isFailed = statusState === "failed";
 	const isProcessing = statusState === "pending" || statusState === "processing";
 	const isUnavailable = isProcessing || isFailed;
-	const isSelectable = !isUnavailable;
+	const isMemoryDocument =
-	const isEditable = EDITABLE_DOCUMENT_TYPES.has(doc.document_type) && !isUnavailable;
+		doc.document_type === "USER_MEMORY" || doc.document_type === "TEAM_MEMORY";
+	const isSelectable = canMention && !isUnavailable;
+	const isEditable =
+		canEdit &&
+		(isMemoryDocument || EDITABLE_DOCUMENT_TYPES.has(doc.document_type)) &&
+		!isUnavailable;
 
 	const handleCheckChange = useCallback(() => {
 		if (isSelectable) {
@@ -94,13 +110,22 @@ export const DocumentNode = React.memo(function DocumentNode({
 		}
 	}, [doc, isMentioned, isSelectable, onToggleChatMention]);
 
+	const handlePrimaryClick = useCallback(() => {
+		if (canMention) {
+			handleCheckChange();
+			return;
+		}
+		onPreview(doc);
+	}, [canMention, doc, handleCheckChange, onPreview]);
+
 	const [{ isDragging }, drag] = useDrag(
 		() => ({
 			type: DND_TYPES.DOCUMENT,
 			item: { id: doc.id },
+			canDrag: canMove,
 			collect: (monitor) => ({ isDragging: monitor.isDragging() }),
 		}),
-		[doc.id]
+		[canMove, doc.id]
 	);
 
 	const [dropdownOpen, setDropdownOpen] = useState(false);
@@ -130,9 +155,11 @@ export const DocumentNode = React.memo(function DocumentNode({
 	const attachRef = useCallback(
 		(node: HTMLDivElement | null) => {
 			(rowRef as React.MutableRefObject<HTMLDivElement | null>).current = node;
+			if (canMove) {
 				drag(node);
+			}
 		},
-		[drag]
+		[canMove, drag]
 	);
 
 	return (
@@ -187,12 +214,39 @@ export const DocumentNode = React.memo(function DocumentNode({
 							);
 						}
 						return (
+							<>
+								{isMemoryDocument ? (
+									<button
+										type="button"
+										aria-disabled="true"
+										tabIndex={-1}
+										className="h-3.5 w-3.5 shrink-0 cursor-default"
+										onClick={(e) => e.stopPropagation()}
+										onPointerDown={(e) => e.stopPropagation()}
+									>
+										<Checkbox
+											checked={false}
+											disabled
+											aria-disabled
+											className="h-3.5 w-3.5 pointer-events-none"
+										/>
+									</button>
+								) : canMention ? (
 									<Checkbox
 										checked={isMentioned}
 										onCheckedChange={handleCheckChange}
 										onClick={(e) => e.stopPropagation()}
 										className="h-3.5 w-3.5 shrink-0"
 									/>
+								) : (
+									<span className="flex h-3.5 w-3.5 shrink-0 items-center justify-center">
+										{getDocumentTypeIcon(
+											doc.document_type as DocumentTypeEnum,
+											"h-3.5 w-3.5 text-muted-foreground"
+										)}
+									</span>
+								)}
+							</>
 						);
 					})()}
 
@@ -205,8 +259,8 @@ export const DocumentNode = React.memo(function DocumentNode({
 							<Button
 								type="button"
 								variant="ghost"
-								aria-disabled={!isSelectable}
+								aria-disabled={canMention ? !isSelectable : false}
-								onClick={handleCheckChange}
+								onClick={handlePrimaryClick}
 								className="h-full min-w-0 flex-1 justify-start bg-transparent px-0 py-0 text-left font-normal text-inherit hover:bg-transparent hover:text-inherit"
 							>
 								<span ref={titleRef} className="min-w-0 flex-1 truncate">
@@ -268,10 +322,12 @@ export const DocumentNode = React.memo(function DocumentNode({
 										Edit
 									</DropdownMenuItem>
 								)}
+								{canMove && (
 									<DropdownMenuItem onClick={() => onMove(doc)}>
 										<Move className="mr-2 h-4 w-4" />
 										Move to...
 									</DropdownMenuItem>
+								)}
 								{onExport && (
 									<DropdownMenuSub>
 										<DropdownMenuSubTrigger disabled={isUnavailable}>
@@ -289,10 +345,18 @@ export const DocumentNode = React.memo(function DocumentNode({
 										Versions
 									</DropdownMenuItem>
 								)}
+								{isMemoryDocument && onReset && (
+									<DropdownMenuItem onClick={() => onReset(doc)}>
+										<RotateCcw className="mr-2 h-4 w-4" />
+										Reset
+									</DropdownMenuItem>
+								)}
+								{canDelete && (
 									<DropdownMenuItem disabled={isProcessing} onClick={() => onDelete(doc)}>
 										<Trash2 className="mr-2 h-4 w-4" />
 										Delete
 									</DropdownMenuItem>
+								)}
 							</DropdownMenuContent>
 						</DropdownMenu>
 					</span>
@@ -311,10 +375,12 @@ export const DocumentNode = React.memo(function DocumentNode({
 							Edit
 						</ContextMenuItem>
 					)}
+					{canMove && (
 						<ContextMenuItem onClick={() => onMove(doc)}>
 							<Move className="mr-2 h-4 w-4" />
 							Move to...
 						</ContextMenuItem>
+					)}
 					{onExport && (
 						<ContextMenuSub>
 							<ContextMenuSubTrigger disabled={isUnavailable}>
@@ -332,10 +398,18 @@ export const DocumentNode = React.memo(function DocumentNode({
 							Versions
 						</ContextMenuItem>
 					)}
+					{isMemoryDocument && onReset && (
+						<ContextMenuItem onClick={() => onReset(doc)}>
+							<RotateCcw className="mr-2 h-4 w-4" />
+							Reset
+						</ContextMenuItem>
+					)}
+					{canDelete && (
 						<ContextMenuItem disabled={isProcessing} onClick={() => onDelete(doc)}>
 							<Trash2 className="mr-2 h-4 w-4" />
 							Delete
 						</ContextMenuItem>
+					)}
 				</ContextMenuContent>
 			)}
 		</ContextMenu>

surfsense_web/components/documents/FolderTreeView.tsx

@@ -32,6 +32,7 @@ interface FolderTreeViewProps {
 	onEditDocument: (doc: DocumentNodeDoc) => void;
 	onDeleteDocument: (doc: DocumentNodeDoc) => void;
 	onMoveDocument: (doc: DocumentNodeDoc) => void;
+	onResetDocument?: (doc: DocumentNodeDoc) => void;
 	onExportDocument?: (doc: DocumentNodeDoc, format: string) => void;
 	onVersionHistory?: (doc: DocumentNodeDoc) => void;
 	activeTypes: DocumentTypeEnum[];
@@ -74,6 +75,7 @@ export function FolderTreeView({
 	onEditDocument,
 	onDeleteDocument,
 	onMoveDocument,
+	onResetDocument,
 	onExportDocument,
 	onVersionHistory,
 	activeTypes,
@@ -236,6 +238,47 @@ export function FolderTreeView({
 		return states;
 	}, [folders, docsByFolder, foldersByParent, folderMap]);
 
+	const renderDocumentNode = useCallback(
+		(d: DocumentNodeDoc, depth: number) => {
+			const isMemoryDocument =
+				d.document_type === "USER_MEMORY" || d.document_type === "TEAM_MEMORY";
+			return (
+				<DocumentNode
+					key={`doc-${d.id}`}
+					doc={d}
+					depth={depth}
+					isMentioned={!isMemoryDocument && mentionedDocKeys.has(getMentionDocKey(d))}
+					onToggleChatMention={onToggleChatMention}
+					onPreview={onPreviewDocument}
+					onEdit={onEditDocument}
+					onDelete={onDeleteDocument}
+					onMove={onMoveDocument}
+					onReset={onResetDocument}
+					onExport={isMemoryDocument ? undefined : onExportDocument}
+					onVersionHistory={isMemoryDocument ? undefined : onVersionHistory}
+					canDelete={!isMemoryDocument}
+					canMove={!isMemoryDocument}
+					canMention={!isMemoryDocument}
+					canEdit
+					contextMenuOpen={openContextMenuId === `doc-${d.id}`}
+					onContextMenuOpenChange={(open) => setOpenContextMenuId(open ? `doc-${d.id}` : null)}
+				/>
+			);
+		},
+		[
+			mentionedDocKeys,
+			onDeleteDocument,
+			onEditDocument,
+			onExportDocument,
+			onMoveDocument,
+			onPreviewDocument,
+			onResetDocument,
+			onToggleChatMention,
+			onVersionHistory,
+			openContextMenuId,
+		]
+	);
+
 	function renderLevel(parentId: number | null, depth: number): React.ReactNode[] {
 		const key = parentId ?? "root";
 		const childFolders = (foldersByParent[key] ?? []).slice().sort((a, b) => {
@@ -263,23 +306,7 @@ export function FolderTreeView({
 				return state === "pending" || state === "processing";
 			});
 			for (const d of processingDocs) {
-				nodes.push(
+				nodes.push(renderDocumentNode(d, depth));
-					<DocumentNode
-						key={`doc-${d.id}`}
-						doc={d}
-						depth={depth}
-						isMentioned={mentionedDocKeys.has(getMentionDocKey(d))}
-						onToggleChatMention={onToggleChatMention}
-						onPreview={onPreviewDocument}
-						onEdit={onEditDocument}
-						onDelete={onDeleteDocument}
-						onMove={onMoveDocument}
-						onExport={onExportDocument}
-						onVersionHistory={onVersionHistory}
-						contextMenuOpen={openContextMenuId === `doc-${d.id}`}
-						onContextMenuOpenChange={(open) => setOpenContextMenuId(open ? `doc-${d.id}` : null)}
-					/>
-				);
 			}
 		}
 
@@ -343,23 +370,7 @@ export function FolderTreeView({
 				: childDocs;
 
 		for (const d of remainingDocs) {
-			nodes.push(
+			nodes.push(renderDocumentNode(d, depth));
-				<DocumentNode
-					key={`doc-${d.id}`}
-					doc={d}
-					depth={depth}
-					isMentioned={mentionedDocKeys.has(getMentionDocKey(d))}
-					onToggleChatMention={onToggleChatMention}
-					onPreview={onPreviewDocument}
-					onEdit={onEditDocument}
-					onDelete={onDeleteDocument}
-					onMove={onMoveDocument}
-					onExport={onExportDocument}
-					onVersionHistory={onVersionHistory}
-					contextMenuOpen={openContextMenuId === `doc-${d.id}`}
-					onContextMenuOpenChange={(open) => setOpenContextMenuId(open ? `doc-${d.id}` : null)}
-				/>
-			);
 		}
 
 		return nodes;

surfsense_web/components/editor-panel/editor-panel.tsx

@@ -107,13 +107,15 @@ export function EditorPanelContent({
 	kind = "document",
 	documentId,
 	localFilePath,
+	memoryScope,
 	searchSpaceId,
 	title,
 	onClose,
 }: {
-	kind?: "document" | "local_file";
+	kind?: "document" | "local_file" | "memory";
 	documentId?: number;
 	localFilePath?: string;
+	memoryScope?: "user" | "team";
 	searchSpaceId?: number;
 	title: string | null;
 	onClose?: () => void;
@@ -135,6 +137,7 @@ export function EditorPanelContent({
 	const changeCountRef = useRef(0);
 	const [displayTitle, setDisplayTitle] = useState(title || "Untitled");
 	const isLocalFileMode = kind === "local_file";
+	const isMemoryMode = kind === "memory";
 	const editorRenderMode: EditorRenderMode = isLocalFileMode ? "source_code" : "rich_markdown";
 
 	const resolveLocalVirtualPath = useCallback(
@@ -199,6 +202,39 @@ export function EditorPanelContent({
 					initialLoadDone.current = true;
 					return;
 				}
+				if (isMemoryMode) {
+					if (memoryScope === "team" && !searchSpaceId) {
+						throw new Error("Missing search space context");
+					}
+					const response = await authenticatedFetch(
+						`${process.env.NEXT_PUBLIC_FASTAPI_BACKEND_URL}${
+							memoryScope === "team"
+								? `/api/v1/searchspaces/${searchSpaceId}/memory`
+								: "/api/v1/users/me/memory"
+						}`,
+						{ method: "GET" }
+					);
+					if (controller.signal.aborted) return;
+					if (!response.ok) {
+						const errorData = await response
+							.json()
+							.catch(() => ({ detail: "Failed to fetch memory" }));
+						throw new Error(errorData.detail || "Failed to fetch memory");
+					}
+					const data = (await response.json()) as { memory_md?: string };
+					const content: EditorContent = {
+						document_id: memoryScope === "team" ? -1002 : -1001,
+						title: title || (memoryScope === "team" ? "Team Memory" : "Personal Memory"),
+						document_type: memoryScope === "team" ? "TEAM_MEMORY" : "USER_MEMORY",
+						source_markdown: data.memory_md ?? "",
+					};
+					markdownRef.current = content.source_markdown;
+					setDisplayTitle(content.title);
+					setEditorDoc(content);
+					initialLoadDone.current = true;
+					return;
+				}
+
 				if (!documentId || !searchSpaceId) {
 					throw new Error("Missing document context");
 				}
@@ -253,7 +289,9 @@ export function EditorPanelContent({
 		documentId,
 		electronAPI,
 		isLocalFileMode,
+		isMemoryMode,
 		localFilePath,
+		memoryScope,
 		resolveLocalVirtualPath,
 		searchSpaceId,
 		title,
@@ -316,6 +354,39 @@ export function EditorPanelContent({
 					setEditedMarkdown(markdownRef.current === contentToSave ? null : markdownRef.current);
 					return true;
 				}
+				if (isMemoryMode) {
+					if (memoryScope === "team" && !searchSpaceId) {
+						throw new Error("Missing search space context");
+					}
+					const response = await authenticatedFetch(
+						`${process.env.NEXT_PUBLIC_FASTAPI_BACKEND_URL}${
+							memoryScope === "team"
+								? `/api/v1/searchspaces/${searchSpaceId}/memory`
+								: "/api/v1/users/me/memory"
+						}`,
+						{
+							method: "PUT",
+							headers: { "Content-Type": "application/json" },
+							body: JSON.stringify({ memory_md: markdownRef.current }),
+						}
+					);
+					if (!response.ok) {
+						const errorData = await response
+							.json()
+							.catch(() => ({ detail: "Failed to save memory" }));
+						throw new Error(errorData.detail || "Failed to save memory");
+					}
+					const data = (await response.json()) as { memory_md?: string };
+					const savedContent = data.memory_md ?? markdownRef.current;
+					markdownRef.current = savedContent;
+					setEditorDoc((prev) => (prev ? { ...prev, source_markdown: savedContent } : prev));
+					setEditedMarkdown(null);
+					if (!options?.silent) {
+						toast.success("Memory saved");
+					}
+					return true;
+				}
+
 				if (!searchSpaceId || !documentId) {
 					throw new Error("Missing document context");
 				}
@@ -361,14 +432,17 @@ export function EditorPanelContent({
 			documentId,
 			electronAPI,
 			isLocalFileMode,
+			isMemoryMode,
 			localFilePath,
+			memoryScope,
 			resolveLocalVirtualPath,
 			searchSpaceId,
 		]
 	);
 
 	const isEditableType = editorDoc
-		? (editorRenderMode === "source_code" ||
+		? (isMemoryMode ||
+				editorRenderMode === "source_code" ||
 				EDITABLE_DOCUMENT_TYPES.has(editorDoc.document_type ?? "")) &&
 			!isLargeDocument
 		: false;
@@ -495,7 +569,7 @@ export function EditorPanelContent({
 								</>
 							) : (
 								<>
-									{!isLocalFileMode && editorDoc?.document_type && documentId && (
+									{!isLocalFileMode && !isMemoryMode && editorDoc?.document_type && documentId && (
 										<VersionHistoryButton
 											documentId={documentId}
 											documentType={editorDoc.document_type}
@@ -568,7 +642,7 @@ export function EditorPanelContent({
 							</>
 						) : (
 							<>
-								{!isLocalFileMode && editorDoc?.document_type && documentId && (
+								{!isLocalFileMode && !isMemoryMode && editorDoc?.document_type && documentId && (
 									<VersionHistoryButton
 										documentId={documentId}
 										documentType={editorDoc.document_type}
@@ -664,7 +738,13 @@ export function EditorPanelContent({
 					<div className="flex h-full min-h-0 flex-col">
 						<div className="flex-1 min-h-0 overflow-hidden">
 							<PlateEditor
-								key={`${isLocalFileMode ? (localFilePath ?? "local-file") : documentId}-${isEditing ? "editing" : "viewing"}`}
+								key={`${
+									isMemoryMode
+										? `memory-${memoryScope ?? "user"}`
+										: isLocalFileMode
+											? (localFilePath ?? "local-file")
+											: documentId
+								}-${isEditing ? "editing" : "viewing"}`}
 								preset="full"
 								markdown={editorDoc.source_markdown}
 								onMarkdownChange={handleMarkdownChange}
@@ -679,7 +759,7 @@ export function EditorPanelContent({
 								// Edit mode keeps raw text so the user can edit/delete
 								// tokens directly. `local_file` never reaches this branch
 								// (handled by the source_code editor above).
-								enableCitations={!isEditing && !isLocalFileMode}
+								enableCitations={!isEditing && !isLocalFileMode && !isMemoryMode}
 							/>
 						</div>
 					</div>
@@ -708,7 +788,9 @@ function DesktopEditorPanel() {
 	const hasTarget =
 		panelState.kind === "document"
 			? !!panelState.documentId && !!panelState.searchSpaceId
-			: !!panelState.localFilePath;
+			: panelState.kind === "local_file"
+				? !!panelState.localFilePath
+				: !!panelState.memoryScope;
 	if (!panelState.isOpen || !hasTarget) return null;
 
 	return (
@@ -717,6 +799,7 @@ function DesktopEditorPanel() {
 				kind={panelState.kind}
 				documentId={panelState.documentId ?? undefined}
 				localFilePath={panelState.localFilePath ?? undefined}
+				memoryScope={panelState.memoryScope ?? undefined}
 				searchSpaceId={panelState.searchSpaceId ?? undefined}
 				title={panelState.title}
 				onClose={closePanel}
@@ -734,7 +817,7 @@ function MobileEditorDrawer() {
 	const hasTarget =
 		panelState.kind === "document"
 			? !!panelState.documentId && !!panelState.searchSpaceId
-			: !!panelState.localFilePath;
+			: !!panelState.memoryScope;
 	if (!hasTarget) return null;
 
 	return (
@@ -756,6 +839,7 @@ function MobileEditorDrawer() {
 						kind={panelState.kind}
 						documentId={panelState.documentId ?? undefined}
 						localFilePath={panelState.localFilePath ?? undefined}
+						memoryScope={panelState.memoryScope ?? undefined}
 						searchSpaceId={panelState.searchSpaceId ?? undefined}
 						title={panelState.title}
 					/>
@@ -771,7 +855,9 @@ export function EditorPanel() {
 	const hasTarget =
 		panelState.kind === "document"
 			? !!panelState.documentId && !!panelState.searchSpaceId
-			: !!panelState.localFilePath;
+			: panelState.kind === "local_file"
+				? !!panelState.localFilePath
+				: !!panelState.memoryScope;
 
 	if (!panelState.isOpen || !hasTarget) return null;
 	if (!isDesktop && panelState.kind === "local_file") return null;
@@ -789,7 +875,9 @@ export function MobileEditorPanel() {
 	const hasTarget =
 		panelState.kind === "document"
 			? !!panelState.documentId && !!panelState.searchSpaceId
-			: !!panelState.localFilePath;
+			: panelState.kind === "local_file"
+				? !!panelState.localFilePath
+				: !!panelState.memoryScope;
 
 	if (isDesktop || !panelState.isOpen || !hasTarget || panelState.kind === "local_file")
 		return null;

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

@@ -103,7 +103,11 @@ export function RightPanelToggleButton({
 	const reportOpen = reportState.isOpen && !!reportState.reportId;
 	const editorOpen =
 		editorState.isOpen &&
-		(editorState.kind === "document" ? !!editorState.documentId : !!editorState.localFilePath);
+		(editorState.kind === "document"
+			? !!editorState.documentId
+			: editorState.kind === "memory"
+				? !!editorState.memoryScope
+				: !!editorState.localFilePath);
 	const hitlEditOpen = hitlEditState.isOpen && !!hitlEditState.onSave;
 	const citationOpen = citationState.isOpen && citationState.chunkId != null;
 	const hasContent = documentsOpen || reportOpen || editorOpen || hitlEditOpen || citationOpen;
@@ -151,7 +155,11 @@ export function RightPanelExpandButton() {
 	const reportOpen = reportState.isOpen && !!reportState.reportId;
 	const editorOpen =
 		editorState.isOpen &&
-		(editorState.kind === "document" ? !!editorState.documentId : !!editorState.localFilePath);
+		(editorState.kind === "document"
+			? !!editorState.documentId
+			: editorState.kind === "memory"
+				? !!editorState.memoryScope
+				: !!editorState.localFilePath);
 	const hitlEditOpen = hitlEditState.isOpen && !!hitlEditState.onSave;
 	const citationOpen = citationState.isOpen && citationState.chunkId != null;
 	const hasContent = documentsOpen || reportOpen || editorOpen || hitlEditOpen || citationOpen;
@@ -193,7 +201,11 @@ export function RightPanel({
 	const reportOpen = reportState.isOpen && !!reportState.reportId;
 	const editorOpen =
 		editorState.isOpen &&
-		(editorState.kind === "document" ? !!editorState.documentId : !!editorState.localFilePath);
+		(editorState.kind === "document"
+			? !!editorState.documentId
+			: editorState.kind === "memory"
+				? !!editorState.memoryScope
+				: !!editorState.localFilePath);
 	const hitlEditOpen = hitlEditState.isOpen && !!hitlEditState.onSave;
 	const citationOpen = citationState.isOpen && citationState.chunkId != null;
 
@@ -292,6 +304,7 @@ export function RightPanel({
 							kind={editorState.kind}
 							documentId={editorState.documentId ?? undefined}
 							localFilePath={editorState.localFilePath ?? undefined}
+							memoryScope={editorState.memoryScope ?? undefined}
 							searchSpaceId={editorState.searchSpaceId ?? undefined}
 							title={editorState.title}
 							onClose={closeEditor}

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

@@ -88,7 +88,31 @@ const DesktopLocalTabContent = dynamic(
 	{ ssr: false }
 );
 
-const NON_DELETABLE_DOCUMENT_TYPES: readonly string[] = ["SURFSENSE_DOCS"];
+const NON_DELETABLE_DOCUMENT_TYPES: readonly string[] = [
+	"SURFSENSE_DOCS",
+	"USER_MEMORY",
+	"TEAM_MEMORY",
+];
+const MEMORY_DOCUMENTS: DocumentNodeDoc[] = [
+	{
+		id: -1001,
+		title: "MEMORY.md",
+		document_type: "USER_MEMORY",
+		folderId: null,
+		status: { state: "ready" },
+	},
+	{
+		id: -1002,
+		title: "TEAM_MEMORY.md",
+		document_type: "TEAM_MEMORY",
+		folderId: null,
+		status: { state: "ready" },
+	},
+];
+
+function isMemoryDocument(doc: { document_type: string }) {
+	return doc.document_type === "USER_MEMORY" || doc.document_type === "TEAM_MEMORY";
+}
 const LOCAL_FILESYSTEM_TRUST_KEY = "surfsense.local-filesystem-trust.v1";
 const MAX_LOCAL_FILESYSTEM_ROOTS = 10;
 
@@ -879,6 +903,7 @@ function AuthenticatedDocumentsSidebarBase({
 
 	const handleToggleChatMention = useCallback(
 		(doc: { id: number; title: string; document_type: string }, isMentioned: boolean) => {
+			if (isMemoryDocument(doc)) return;
 			const key = getMentionDocKey({ ...doc, kind: "doc" });
 			if (isMentioned) {
 				setSidebarDocs((prev) => prev.filter((d) => getMentionDocKey(d) !== key));
@@ -927,11 +952,66 @@ function AuthenticatedDocumentsSidebarBase({
 		[treeFolders, setSidebarDocs]
 	);
 
+	const treeDocumentsWithMemory = useMemo(
+		() => [...MEMORY_DOCUMENTS, ...treeDocuments],
+		[treeDocuments]
+	);
+
 	const searchFilteredDocuments = useMemo(() => {
 		const query = debouncedSearch.trim().toLowerCase();
-		if (!query) return treeDocuments;
+		if (!query) return treeDocumentsWithMemory;
-		return treeDocuments.filter((d) => d.title.toLowerCase().includes(query));
+		return treeDocumentsWithMemory.filter((d) => d.title.toLowerCase().includes(query));
-	}, [treeDocuments, debouncedSearch]);
+	}, [treeDocumentsWithMemory, debouncedSearch]);
+
+	const openMemoryDocument = useCallback(
+		(doc: DocumentNodeDoc) => {
+			if (doc.document_type === "USER_MEMORY") {
+				openEditorPanel({
+					kind: "memory",
+					memoryScope: "user",
+					searchSpaceId,
+					title: doc.title,
+				});
+				return true;
+			}
+			if (doc.document_type === "TEAM_MEMORY") {
+				openEditorPanel({
+					kind: "memory",
+					memoryScope: "team",
+					searchSpaceId,
+					title: doc.title,
+				});
+				return true;
+			}
+			return false;
+		},
+		[openEditorPanel, searchSpaceId]
+	);
+
+	const handleResetMemoryDocument = useCallback(
+		async (doc: DocumentNodeDoc) => {
+			if (!isMemoryDocument(doc)) return;
+			if (!window.confirm(`Reset ${doc.title.toLowerCase()}? This clears the memory document.`)) {
+				return;
+			}
+			const endpoint =
+				doc.document_type === "USER_MEMORY"
+					? `${process.env.NEXT_PUBLIC_FASTAPI_BACKEND_URL}/api/v1/users/me/memory/reset`
+					: `${process.env.NEXT_PUBLIC_FASTAPI_BACKEND_URL}/api/v1/searchspaces/${searchSpaceId}/memory/reset`;
+			try {
+				const response = await authenticatedFetch(endpoint, { method: "POST" });
+				if (!response.ok) {
+					const errorData = await response.json().catch(() => ({ detail: "Reset failed" }));
+					throw new Error(errorData.detail || "Reset failed");
+				}
+				toast.success(`${doc.title} reset`);
+				openMemoryDocument(doc);
+			} catch (error) {
+				toast.error((error as Error)?.message || `Failed to reset ${doc.title.toLowerCase()}`);
+			}
+		},
+		[openMemoryDocument, searchSpaceId]
+	);
 
 	const typeCounts = useMemo(() => {
 		const counts: Partial<Record<string, number>> = {};
@@ -1169,6 +1249,7 @@ function AuthenticatedDocumentsSidebarBase({
 							onCreateFolder={handleCreateFolder}
 							searchQuery={debouncedSearch.trim() || undefined}
 							onPreviewDocument={(doc) => {
+								if (openMemoryDocument(doc)) return;
 								openEditorPanel({
 									documentId: doc.id,
 									searchSpaceId,
@@ -1176,6 +1257,7 @@ function AuthenticatedDocumentsSidebarBase({
 								});
 							}}
 							onEditDocument={(doc) => {
+								if (openMemoryDocument(doc)) return;
 								openEditorPanel({
 									documentId: doc.id,
 									searchSpaceId,
@@ -1184,6 +1266,7 @@ function AuthenticatedDocumentsSidebarBase({
 							}}
 							onDeleteDocument={(doc) => handleDeleteDocument(doc.id)}
 							onMoveDocument={handleMoveDocument}
+							onResetDocument={handleResetMemoryDocument}
 							onExportDocument={handleExportDocument}
 							onVersionHistory={(doc) => setVersionDocId(doc.id)}
 							activeTypes={activeTypes}

surfsense_web/contracts/enums/connectorIcons.tsx

@@ -1,6 +1,7 @@
 import { IconUsersGroup } from "@tabler/icons-react";
 import {
 	BookOpen,
+	Brain,
 	File,
 	FileText,
 	Globe,
@@ -120,6 +121,9 @@ export const getConnectorIcon = (connectorType: EnumConnectorName | string, clas
 			return <Webhook {...iconProps} />;
 		case "SURFSENSE_DOCS":
 			return <BookOpen {...iconProps} />;
+		case "USER_MEMORY":
+		case "TEAM_MEMORY":
+			return <Brain {...iconProps} />;
 		case "DEEP":
 			return <Sparkles {...iconProps} />;
 		case "DEEPER":

surfsense_web/contracts/types/document.types.ts

@@ -29,6 +29,8 @@ export const documentTypeEnum = z.enum([
 	"LOCAL_FOLDER_FILE",
 	"SURFSENSE_DOCS",
 	"NOTE",
+	"USER_MEMORY",
+	"TEAM_MEMORY",
 	"COMPOSIO_GOOGLE_DRIVE_CONNECTOR",
 	"COMPOSIO_GMAIL_CONNECTOR",
 	"COMPOSIO_GOOGLE_CALENDAR_CONNECTOR",