SurfSense/surfsense_web/components/editor/plate-editor.tsx
DESKTOP-RTLN3BA\$punk 7aeb8bb0a8 feat(markdown): enable citation rendering in MarkdownViewer and related components
- Added `enableCitations` prop to `MarkdownViewer` to support interactive citation badges.
- Updated instances of `MarkdownViewer` across various components to utilize the new citation feature.
- Enhanced citation processing in `PlateEditor` for read-only views, ensuring citations are rendered correctly without affecting markdown serialization.
- Refactored citation handling in `InlineCitation` and `MarkdownText` to improve citation context management.
2026-04-30 18:40:55 -07:00

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"use client";
import { MarkdownPlugin, remarkMdx } from "@platejs/markdown";
import { slateToHtml } from "@slate-serializers/html";
import type { AnyPluginConfig, Descendant, Value } from "platejs";
import { createPlatePlugin, Key, Plate, useEditorReadOnly, usePlateEditor } from "platejs/react";
import { useEffect, useMemo, useRef } from "react";
import remarkGfm from "remark-gfm";
import remarkMath from "remark-math";
import { EditorSaveContext } from "@/components/editor/editor-save-context";
import { CitationKit, injectCitationNodes } from "@/components/editor/plugins/citation-kit";
import { type EditorPreset, presetMap } from "@/components/editor/presets";
import { escapeMdxExpressions } from "@/components/editor/utils/escape-mdx";
import { Editor, EditorContainer } from "@/components/ui/editor";
import { preprocessCitationMarkdown } from "@/lib/citations/citation-parser";
/** Live editor instance returned by `usePlateEditor`. */
export type PlateEditorInstance = ReturnType<typeof usePlateEditor>;
export interface PlateEditorProps {
/** Markdown string to load as initial content */
markdown?: string;
/** HTML string to load as initial content. Takes precedence over `markdown`. */
html?: string;
/** Called when the editor content changes, with serialized markdown */
onMarkdownChange?: (markdown: string) => void;
/** Called when the editor content changes, with serialized HTML. Use with the `html` prop. */
onHtmlChange?: (html: string) => void;
/**
* Force permanent read-only mode (e.g. public/shared view).
* When true, the editor cannot be toggled to editing mode.
* When false (default), the editor starts in viewing mode but
* the user can switch to editing via the mode toolbar button.
*/
readOnly?: boolean;
/** Placeholder text */
placeholder?: string;
/** Editor container variant */
variant?: "default" | "demo" | "comment" | "select";
/** Editor text variant */
editorVariant?: "default" | "demo" | "fullWidth" | "none";
/** Additional className for the container */
className?: string;
/** Save callback. When provided, ⌘+S / Ctrl+S shortcut is registered and save button appears. */
onSave?: () => void;
/** Whether there are unsaved changes */
hasUnsavedChanges?: boolean;
/** Whether a save is in progress */
isSaving?: boolean;
/** Whether edit/view mode toggle UI should be available in toolbars. */
allowModeToggle?: boolean;
/** Reserve fixed-toolbar vertical space even when controls are hidden. */
reserveToolbarSpace?: boolean;
/** Start the editor in editing mode instead of viewing mode. Ignored when readOnly is true. */
defaultEditing?: boolean;
/**
* Plugin preset to use. Controls which plugin kits are loaded.
* - "full" all plugins (toolbars, slash commands, DnD, etc.)
* - "minimal" core formatting only (no fixed toolbar, slash commands, DnD, block selection)
* - "readonly" rendering support for all rich content, no editing UI
* @default "full"
*/
preset?: EditorPreset;
/**
* Additional plugins to append after the preset plugins.
* Use this to inject feature-specific plugins (e.g. approve/reject blocks)
* without modifying the core editor component.
*/
extraPlugins?: AnyPluginConfig[];
/**
* Render `[citation:N]` and `[citation:URL]` tokens in the deserialized
* markdown as interactive citation badges/popovers (mirrors chat). Only
* meant for read-only views — when true, `onMarkdownChange` is suppressed
* because the in-memory tree contains custom inline-void elements that
* have no markdown serialize rule.
*/
enableCitations?: boolean;
}
function PlateEditorContent({
editorVariant,
placeholder,
}: {
editorVariant: PlateEditorProps["editorVariant"];
placeholder?: string;
}) {
const isReadOnly = useEditorReadOnly();
return (
<Editor
variant={editorVariant}
placeholder={isReadOnly ? undefined : placeholder}
className="min-h-full"
/>
);
}
export function PlateEditor({
markdown,
html,
onMarkdownChange,
onHtmlChange,
readOnly = false,
placeholder = "Type...",
variant = "default",
editorVariant = "default",
className,
onSave,
hasUnsavedChanges = false,
isSaving = false,
allowModeToggle = true,
reserveToolbarSpace = false,
defaultEditing = false,
preset = "full",
extraPlugins = [],
enableCitations = false,
}: PlateEditorProps) {
const lastMarkdownRef = useRef(markdown);
const lastHtmlRef = useRef(html);
// Keep a stable ref to the latest onSave callback so the plugin shortcut
// always calls the most recent version without re-creating the editor.
const onSaveRef = useRef(onSave);
useEffect(() => {
onSaveRef.current = onSave;
}, [onSave]);
const SaveShortcutPlugin = useMemo(
() =>
createPlatePlugin({
key: "save-shortcut",
shortcuts: {
save: {
keys: [[Key.Mod, Key.Shift, "s"]],
handler: () => {
onSaveRef.current?.();
},
preventDefault: true,
},
},
}),
[]
);
// Resolve the plugin set from the chosen preset
const presetPlugins = presetMap[preset];
// When readOnly is forced, always start in readOnly.
// Otherwise, respect defaultEditing to decide initial mode.
// The user can still toggle between editing/viewing via ModeToolbarButton.
const editor = usePlateEditor({
readOnly: readOnly || !defaultEditing,
plugins: [
...presetPlugins,
// Only register save shortcut when a save handler is provided
...(onSave ? [SaveShortcutPlugin] : []),
// Consumer-provided extra plugins
...extraPlugins,
// Citation void inline element (read-only document viewer).
...(enableCitations ? CitationKit : []),
MarkdownPlugin.configure({
options: {
remarkPlugins: [remarkGfm, remarkMath, remarkMdx],
},
}),
],
value: html
? (editor) => editor.api.html.deserialize({ element: html }) as Value
: markdown
? (editor) => {
if (!enableCitations) {
return editor
.getApi(MarkdownPlugin)
.markdown.deserialize(escapeMdxExpressions(markdown));
}
const { content: rewritten, urlMap } = preprocessCitationMarkdown(markdown);
const value = editor
.getApi(MarkdownPlugin)
.markdown.deserialize(escapeMdxExpressions(rewritten));
return injectCitationNodes(value as Descendant[], urlMap) as Value;
}
: undefined,
});
// Update editor content when html prop changes externally
useEffect(() => {
if (html !== undefined && html !== lastHtmlRef.current) {
lastHtmlRef.current = html;
const newValue = editor.api.html.deserialize({ element: html });
editor.tf.reset();
editor.tf.setValue(newValue);
}
}, [html, editor]);
// Update editor content when markdown prop changes externally
// (e.g., version switching in report panel)
useEffect(() => {
if (!html && markdown !== undefined && markdown !== lastMarkdownRef.current) {
lastMarkdownRef.current = markdown;
let newValue: Descendant[];
if (enableCitations) {
const { content: rewritten, urlMap } = preprocessCitationMarkdown(markdown);
const deserialized = editor
.getApi(MarkdownPlugin)
.markdown.deserialize(escapeMdxExpressions(rewritten)) as Descendant[];
newValue = injectCitationNodes(deserialized, urlMap);
} else {
newValue = editor
.getApi(MarkdownPlugin)
.markdown.deserialize(escapeMdxExpressions(markdown)) as Descendant[];
}
editor.tf.reset();
editor.tf.setValue(newValue as Value);
}
}, [html, markdown, editor, enableCitations]);
// When not forced read-only, the user can toggle between editing/viewing.
const canToggleMode = !readOnly && allowModeToggle;
const contextProviderValue = useMemo(
() => ({
onSave,
hasUnsavedChanges,
isSaving,
canToggleMode,
reserveToolbarSpace,
}),
[onSave, hasUnsavedChanges, isSaving, canToggleMode, reserveToolbarSpace]
);
return (
<EditorSaveContext.Provider value={contextProviderValue}>
<Plate
editor={editor}
// Only pass readOnly as a controlled prop when forced (permanently read-only).
// For non-forced mode, the Plate store manages readOnly internally
// (initialized to true via usePlateEditor, toggled via ModeToolbarButton).
{...(readOnly ? { readOnly: true } : {})}
onChange={({ value }) => {
// View-only citation mode: skip serialization. The custom
// `citation` inline-void element has no markdown serialize
// rule, so emitting changes here would overwrite
// `lastMarkdownRef.current` (and downstream copy-to-clipboard
// state in EditorPanelContent) with a tree that loses every
// citation token. `enableCitations` is only ever set in
// read-only paths, so user input cannot reach this branch
// in practice — the guard exists for the initial Plate
// normalize emit.
if (enableCitations) return;
if (onHtmlChange && html) {
const serialized = slateToHtml(value as Descendant[]);
onHtmlChange(serialized);
} else if (onMarkdownChange) {
const md = editor.getApi(MarkdownPlugin).markdown.serialize({ value });
lastMarkdownRef.current = md;
onMarkdownChange(md);
}
}}
>
<EditorContainer variant={variant} className={className}>
<PlateEditorContent editorVariant={editorVariant} placeholder={placeholder} />
</EditorContainer>
</Plate>
</EditorSaveContext.Provider>
);
}