Use full workspace context for root AI chats

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' },
+    });
+  });
+});

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 } : {}),
+  };
+}

src/components/app/search/BestMatch.tsx

@@ -298,16 +298,17 @@ function BestMatch({
       onClose={onClose}
       onLoadMore={handleLoadMore}
       header={
-        <SearchAIOverview
-          aiEnabled={aiEnabled}
-          askingAI={askingAI}
-          loading={loading || summaryLoading}
-          query={searchValue}
-          sources={overviewSources}
-          summary={summary}
-          onClose={onClose}
-          onAskAI={(sourceIds) => onAskAI(searchValue, sourceIds)}
-        />
+        aiEnabled ? (
+          <SearchAIOverview
+            askingAI={askingAI}
+            loading={loading || summaryLoading}
+            query={searchValue}
+            sources={overviewSources}
+            summary={summary}
+            onClose={onClose}
+            onAskAI={(sourceIds) => onAskAI(searchValue, sourceIds)}
+          />
+        ) : undefined
       }
     />
   );

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;
           }

src/components/app/search/SearchAIOverview.tsx

@@ -21,7 +21,6 @@ export interface SearchOverviewSource {
 }
 
 interface SearchAIOverviewProps {
-  aiEnabled: boolean;
   askingAI: boolean;
   loading: boolean;
   query: string;
@@ -202,7 +201,6 @@ function AskAIButton({ askingAI, query, onAskAI }: { askingAI: boolean; query: s
 }
 
 export function SearchAIOverview({
-  aiEnabled,
   askingAI,
   loading,
   query,
@@ -213,8 +211,6 @@ export function SearchAIOverview({
 }: SearchAIOverviewProps) {
   const { t } = useTranslation();
 
-  if (!aiEnabled) return null;
-
   if (loading) {
     return (
       <div className='px-2 py-1'>

src/components/app/search/__tests__/BestMatch.test.tsx

@@ -0,0 +1,75 @@
+import { describe, expect, it, beforeEach, jest } from '@jest/globals';
+import { render, screen } from '@testing-library/react';
+
+import BestMatch from '../BestMatch';
+
+import type { ReactNode } from 'react';
+
+const mockUseAIEnabled = jest.fn();
+const mockSearchWorkspaceDocumentPage = jest.fn();
+const mockGenerateSearchSummary = jest.fn();
+const mockAppOutline: never[] = [];
+const mockT = (key: string, options?: { defaultValue?: string }) => options?.defaultValue ?? key;
+
+jest.mock('react-i18next', () => ({
+  useTranslation: () => ({
+    t: mockT,
+  }),
+}));
+
+jest.mock('@/components/app/app.hooks', () => ({
+  useAIEnabled: () => mockUseAIEnabled(),
+  useAppOutline: () => mockAppOutline,
+  useCurrentWorkspaceId: () => 'workspace-id',
+}));
+
+jest.mock('@/application/services/domains', () => ({
+  SearchService: {
+    searchWorkspaceDocumentPage: (...args: unknown[]) => mockSearchWorkspaceDocumentPage(...args),
+    generateSearchSummary: (...args: unknown[]) => mockGenerateSearchSummary(...args),
+  },
+}));
+
+jest.mock('@/components/app/search/SearchAIOverview', () => ({
+  SearchAIOverview: () => <div data-testid='ai-overview' />,
+}));
+
+jest.mock('@/components/app/search/ViewList', () => ({
+  __esModule: true,
+  default: ({ header }: { header?: ReactNode }) => (
+    <div data-testid='view-list'>{header ? <div data-testid='search-header'>{header}</div> : null}</div>
+  ),
+}));
+
+function renderBestMatch() {
+  return render(<BestMatch askingAI={false} searchValue='' onAskAI={jest.fn()} onClose={jest.fn()} />);
+}
+
+describe('BestMatch', () => {
+  beforeEach(() => {
+    jest.clearAllMocks();
+    mockUseAIEnabled.mockReturnValue(true);
+    mockSearchWorkspaceDocumentPage.mockResolvedValue({
+      has_more: false,
+      items: [],
+      next_offset: null,
+    });
+    mockGenerateSearchSummary.mockResolvedValue({ summaries: [] });
+  });
+
+  it('does not mount the AI overview header when server info disables AI', () => {
+    mockUseAIEnabled.mockReturnValue(false);
+
+    renderBestMatch();
+
+    expect(screen.queryByTestId('search-header')).toBeNull();
+    expect(screen.queryByTestId('ai-overview')).toBeNull();
+  });
+
+  it('mounts the AI overview header when AI is enabled', () => {
+    renderBestMatch();
+
+    expect(screen.getByTestId('search-header')).toBeTruthy();
+    expect(screen.getByTestId('ai-overview')).toBeTruthy();
+  });
+});

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 +22,63 @@ 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 +119,18 @@ 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'} />,