fix(chat): use full workspace context for root AI chats

appflowy · appflowy · commit 8df587cf6f50 · 2026-05-24T15:27:35.000+08:00
diff --git a/src/components/ai-chat/__tests__/chat-settings.test.ts b/src/components/ai-chat/__tests__/chat-settings.test.ts
@@ -0,0 +1,61 @@
+import { View, ViewLayout } from '@/application/types';
+import { buildInitialAIChatSettings, isWorkspaceRootView } from '@/components/ai-chat/chat-settings';
+
+function view(overrides: Partial<View>): View {
+  return {
+    view_id: 'view-id',
+    name: 'View',
+    icon: null,
+    layout: ViewLayout.Document,
+    extra: { is_space: false },
+    children: [],
+    is_published: false,
+    is_private: false,
+    ...overrides,
+  };
+}
+
+describe('AI chat initial settings', () => {
+  it('uses full workspace context for chats created under a workspace root', () => {
+    const parent = view({
+      view_id: 'space-id',
+      extra: { is_space: true },
+    });
+
+    expect(isWorkspaceRootView(parent)).toBe(true);
+    expect(
+      buildInitialAIChatSettings({
+        parent,
+        query: 'appflowy',
+        sourceIds: ['doc-1', 'doc-2'],
+      })
+    ).toEqual({
+      full_workspace: true,
+      rag_ids: [],
+      metadata: { initial_prompt: 'appflowy' },
+    });
+  });
+
+  it('keeps explicit source context for chats created under a page', () => {
+    expect(
+      buildInitialAIChatSettings({
+        parent: view({ view_id: 'page-id' }),
+        sourceIds: ['doc-1', 'doc-1', '', 'doc-2'],
+      })
+    ).toEqual({
+      full_workspace: false,
+      rag_ids: ['doc-1', 'doc-2'],
+    });
+  });
+
+  it('preserves the initial prompt without adding source context for non-root chats', () => {
+    expect(
+      buildInitialAIChatSettings({
+        parent: view({ view_id: 'page-id' }),
+        query: 'summarize this',
+      })
+    ).toEqual({
+      metadata: { initial_prompt: 'summarize this' },
+    });
+  });
+});
diff --git a/src/components/ai-chat/chat-settings.ts b/src/components/ai-chat/chat-settings.ts
@@ -0,0 +1,33 @@
+import { View } from '@/application/types';
+import type { ChatSettings } from '@/components/chat/types';
+
+export function isWorkspaceRootView(view: View | undefined): boolean {
+  return Boolean(view?.extra?.is_space);
+}
+
+export function buildInitialAIChatSettings({
+  parent,
+  query,
+  sourceIds,
+}: {
+  parent?: View;
+  query?: string;
+  sourceIds?: string[];
+}): Partial<Pick<ChatSettings, 'rag_ids' | 'metadata' | 'full_workspace'>> {
+  const metadata = query ? { initial_prompt: query } : undefined;
+
+  if (isWorkspaceRootView(parent)) {
+    return {
+      full_workspace: true,
+      rag_ids: [],
+      ...(metadata ? { metadata } : {}),
+    };
+  }
+
+  const uniqueSourceIds = Array.from(new Set(sourceIds || [])).filter(Boolean);
+
+  return {
+    ...(uniqueSourceIds.length > 0 ? { full_workspace: false, rag_ids: uniqueSourceIds } : {}),
+    ...(metadata ? { metadata } : {}),
+  };
+}
diff --git a/src/components/app/search/Search.tsx b/src/components/app/search/Search.tsx
@@ -7,6 +7,7 @@ import { ReactComponent as CloseIcon } from '@/assets/icons/close.svg';
 import { ReactComponent as SearchIcon } from '@/assets/icons/search.svg';
 import { notify } from '@/components/_shared/notify';
 import { findAncestors } from '@/components/_shared/outline/utils';
+import { buildInitialAIChatSettings } from '@/components/ai-chat/chat-settings';
 import {
   useAIEnabled,
   useAppOperations,
@@ -71,10 +72,10 @@ export function Search() {
           name: query || t('chat.newChat', { defaultValue: 'New chat' }),
           prev_view_id: parent.children?.[parent.children.length - 1]?.view_id,
         });
-        const uniqueSourceIds = Array.from(new Set(sourceIds || [])).filter(Boolean);
+        const initialSettings = buildInitialAIChatSettings({ parent, query, sourceIds });
         let settingsError: unknown;
 
-        if (uniqueSourceIds.length > 0 || query) {
+        if (Object.keys(initialSettings).length > 0) {
           try {
             const [{ ChatRequest }, { getAxiosInstance }] = await Promise.all([
               import('@/components/chat/request'),
@@ -88,10 +89,7 @@ export function Search() {
 
             const request = new ChatRequest(currentWorkspaceId, created.view_id, axiosInstance);
 
-            await request.updateChatSettings({
-              ...(uniqueSourceIds.length > 0 ? { rag_ids: uniqueSourceIds } : {}),
-              ...(query ? { metadata: { initial_prompt: query } } : {}),
-            });
+            await request.updateChatSettings(initialSettings);
           } catch (error) {
             settingsError = error;
           }
diff --git a/src/components/app/view-actions/AddPageActions.tsx b/src/components/app/view-actions/AddPageActions.tsx
@@ -5,7 +5,14 @@ import { toast } from 'sonner';
 import { View, ViewLayout } from '@/application/types';
 import { ReactComponent as UploadIcon } from '@/assets/icons/upload.svg';
 import { ViewIcon } from '@/components/_shared/view-icon';
-import { useAIEnabled, useAppOperations, useOpenPageModal, useToView } from '@/components/app/app.hooks';
+import { buildInitialAIChatSettings } from '@/components/ai-chat/chat-settings';
+import {
+  useAIEnabled,
+  useAppOperations,
+  useCurrentWorkspaceId,
+  useOpenPageModal,
+  useToView,
+} from '@/components/app/app.hooks';
 import { DropdownMenuGroup, DropdownMenuItem } from '@/components/ui/dropdown-menu';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@/components/ui/tooltip';
 
@@ -15,31 +22,61 @@ function AddPageActions({ view, onImportClick }: { view: View; onImportClick?: (
   const openPageModal = useOpenPageModal();
   const toView = useToView();
   const aiEnabled = useAIEnabled();
+  const currentWorkspaceId = useCurrentWorkspaceId();
   const lastChildViewId = view.children?.[view.children.length - 1]?.view_id;
 
   const handleAddPage = useCallback(
     async (layout: ViewLayout, name?: string) => {
       if (!addPage) return;
       if (layout === ViewLayout.AIChat && !aiEnabled) return;
-      toast.loading(t('document.creating'));
+      const loadingToastId = toast.loading(t('document.creating'));
       try {
         // Append after the last child so the new page appears at the bottom.
         // When prev_view_id is omitted the backend prepends (inserts at index 0).
         const response = await addPage(view.view_id, { layout, name, prev_view_id: lastChildViewId });
 
+        if (layout === ViewLayout.AIChat && currentWorkspaceId) {
+          const initialSettings = buildInitialAIChatSettings({ parent: view });
+
+          if (Object.keys(initialSettings).length > 0) {
+            try {
+              const [{ ChatRequest }, { getAxiosInstance }] = await Promise.all([
+                import('@/components/chat/request'),
+                import('@/application/services/js-services/http'),
+              ]);
+              const axiosInstance = getAxiosInstance();
+
+              if (!axiosInstance) {
+                throw new Error('Missing axios instance');
+              }
+
+              const request = new ChatRequest(currentWorkspaceId, response.view_id, axiosInstance);
+
+              await request.updateChatSettings(initialSettings);
+            } catch {
+              toast.error(
+                t('search.updateAIChatSettingsFailed', {
+                  defaultValue: 'AI chat was created, but the context could not be attached',
+                })
+              );
+            }
+          }
+        }
+
         if (layout === ViewLayout.Document) {
           void openPageModal?.(response.view_id);
         } else {
           void toView(response.view_id);
         }
 
-        toast.dismiss();
+        toast.dismiss(loadingToastId);
         // eslint-disable-next-line
       } catch (e: any) {
+        toast.dismiss(loadingToastId);
         toast.error(e.message);
       }
     },
-    [addPage, aiEnabled, openPageModal, t, toView, view.view_id, lastChildViewId]
+    [addPage, aiEnabled, currentWorkspaceId, openPageModal, t, toView, view, lastChildViewId]
   );
 
   const actions: {
@@ -80,16 +117,18 @@ function AddPageActions({ view, onImportClick }: { view: View; onImportClick?: (
           void handleAddPage(ViewLayout.Calendar, t('document.plugins.database.newDatabase'));
         },
       },
-      ...(aiEnabled ? [
-        {
-          label: t('chat.newChat'),
-          icon: <ViewIcon layout={ViewLayout.AIChat} size={'small'} />,
-          testId: 'add-ai-chat-button',
-          onSelect: () => {
-            void handleAddPage(ViewLayout.AIChat, t('menuAppHeader.defaultNewPageName'));
-          },
-        },
-      ] : []),
+      ...(aiEnabled
+        ? [
+            {
+              label: t('chat.newChat'),
+              icon: <ViewIcon layout={ViewLayout.AIChat} size={'small'} />,
+              testId: 'add-ai-chat-button',
+              onSelect: () => {
+                void handleAddPage(ViewLayout.AIChat, t('menuAppHeader.defaultNewPageName'));
+              },
+            },
+          ]
+        : []),
       {
         label: t('chart.menuName'),
         icon: <ViewIcon layout={ViewLayout.Chart} size={'small'} />,
diff --git a/src/components/chat/components/chat-input/related-views/index.tsx b/src/components/chat/components/chat-input/related-views/index.tsx
@@ -11,44 +11,58 @@ import { useCheckboxTree } from '@/components/chat/hooks/use-checkbox-tree';
 import { MESSAGE_VARIANTS } from '@/components/chat/lib/animations';
 import { searchViews } from '@/components/chat/lib/views';
 import { useMessagesHandlerContext } from '@/components/chat/provider/messages-handler-provider';
-import { View } from '@/components/chat/types';
+import { View, ViewLayout } from '@/components/chat/types';
 import { Button } from '@/components/ui/button';
 import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
 import { Separator } from '@/components/ui/separator';
 
 import { Spaces } from './spaces';
 
+function collectSelectableViewIds(views: View[]): string[] {
+  const ids: string[] = [];
+  const stack = [...views];
 
+  while (stack.length > 0) {
+    const view = stack.pop();
 
-export function RelatedViews() {
+    if (!view || view.layout === ViewLayout.AIChat) continue;
+
+    ids.push(view.view_id);
+    stack.push(...view.children);
+  }
+
+  return ids;
+}
 
+export function RelatedViews() {
   const [searchValue, setSearchValue] = useState('');
   const [open, setOpen] = useState(false);
 
   const { chatSettings, updateChatSettings } = useMessagesHandlerContext();
 
-  const viewIds = useMemo(() => {
-    return chatSettings?.rag_ids || [];
-  }, [chatSettings]);
-
-  const {
-    fetchViews,
-    viewsLoading,
-  } = useViewLoader();
+  const { fetchViews, viewsLoading } = useViewLoader();
 
   const [folder, setFolder] = useState<View | null>(null);
 
   useEffect(() => {
-    void (async() => {
+    void (async () => {
       const data = await fetchViews();
 
-      if(!data) return;
+      if (!data) return;
       setFolder(data);
     })();
   }, [fetchViews]);
 
+  const viewIds = useMemo(() => {
+    if (chatSettings?.full_workspace && folder) {
+      return collectSelectableViewIds(folder.children || []);
+    }
+
+    return chatSettings?.rag_ids || [];
+  }, [chatSettings, folder]);
+
   const filteredSpaces = useMemo(() => {
-    const spaces = folder?.children.filter(view => view.extra?.is_space);
+    const spaces = folder?.children.filter((view) => view.extra?.is_space);
 
     return searchViews(spaces || [], searchValue);
   }, [folder, searchValue]);
@@ -57,19 +71,15 @@ export function RelatedViews() {
     return folder?.children || [];
   }, [folder]);
 
-  const {
-    getSelected,
-    getCheckStatus,
-    toggleNode,
-    getInitialExpand,
-  } = useCheckboxTree(viewIds, views);
+  const { getSelected, getCheckStatus, toggleNode, getInitialExpand } = useCheckboxTree(viewIds, views);
 
   const length = getSelected().length;
 
   const handleToggle = useMemo(() => {
-    return debounce(async(ids: string[]) => {
+    return debounce(async (ids: string[]) => {
       await updateChatSettings({
         rag_ids: ids,
+        full_workspace: false,
       });
     }, 500);
   }, [updateChatSettings]);
@@ -86,37 +96,30 @@ export function RelatedViews() {
         >
           <DocIcon className='h-5 w-5 text-icon-secondary' />
           {length}
-          {viewsLoading ? <LoadingDots size={12} /> : <ChevronDown className='w-3 h-5' />}
-
+          {viewsLoading ? <LoadingDots size={12} /> : <ChevronDown className='h-5 w-3' />}
         </Button>
       </PopoverTrigger>
       <PopoverContent asChild>
         <motion.div
           variants={MESSAGE_VARIANTS.getSelectorVariants()}
-          initial="hidden"
-          animate={open ? "visible" : "exit"}
-          className={'h-fit min-h-[200px] max-h-[360px] w-[300px] flex flex-col'}
+          initial='hidden'
+          animate={open ? 'visible' : 'exit'}
+          className={'flex h-fit max-h-[360px] min-h-[200px] w-[300px] flex-col'}
           data-testid='chat-related-views-popover'
         >
-          <SearchInput
-            className='m-2'
-            value={searchValue}
-            onChange={setSearchValue}
-          />
+          <SearchInput className='m-2' value={searchValue} onChange={setSearchValue} />
           <Separator />
-          <div className={'overflow-x-hidden overflow-y-auto flex-1 appflowy-scrollbar p-2'}>
+          <div className={'appflowy-scrollbar flex-1 overflow-y-auto overflow-x-hidden p-2'}>
             <Spaces
               getInitialExpand={getInitialExpand}
               spaces={filteredSpaces}
               viewsLoading={viewsLoading}
               getCheckStatus={getCheckStatus}
-              onToggle={
-                (view: View) => {
-                  const ids = toggleNode(view);
+              onToggle={(view: View) => {
+                const ids = toggleNode(view);
 
-                  void handleToggle(Array.from(ids));
-                }
-              }
+                void handleToggle(Array.from(ids));
+              }}
             />
           </div>
         </motion.div>
diff --git a/src/components/chat/types/request.ts b/src/components/chat/types/request.ts
@@ -101,6 +101,7 @@ export interface ChatSettings {
   name: string;
   rag_ids: string[];
   metadata: Record<string, unknown>;
+  full_workspace?: boolean;
   web_search_enabled: boolean;
 }
 

Original file line number	Diff line number	Diff line change
`@@ -101,6 +101,7 @@ export interface ChatSettings {`
`101`	`101`	`name: string;`
`102`	`102`	`rag_ids: string[];`
`103`	`103`	`metadata: Record<string, unknown>;`
	`104`	`+ full_workspace?: boolean;`
`104`	`105`	`web_search_enabled: boolean;`
`105`	`106`	`}`
`106`	`107`