[Feature] Add BlockNote editor

surfsense_backend/alembic/versions/43_add_blocknote_fields_to_documents.py

@@ -0,0 +1,75 @@
+"""43_add_blocknote_fields_to_documents
+
+Revision ID: 43
+Revises: 42
+Create Date: 2025-11-30
+
+Adds fields for live document editing:
+- blocknote_document: JSONB editor state
+- content_needs_reindexing: Flag for regenerating chunks/summary
+- last_edited_at: Last edit timestamp
+"""
+
+from collections.abc import Sequence
+
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = "43"
+down_revision: str | None = "42"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """Upgrade schema - Add BlockNote fields and trigger population task."""
+
+    # Add the columns
+    op.add_column(
+        "documents",
+        sa.Column(
+            "blocknote_document", postgresql.JSONB(astext_type=sa.Text()), nullable=True
+        ),
+    )
+    op.add_column(
+        "documents",
+        sa.Column(
+            "content_needs_reindexing",
+            sa.Boolean(),
+            nullable=False,
+            server_default=sa.false(),
+        ),
+    )
+    op.add_column(
+        "documents",
+        sa.Column("last_edited_at", sa.TIMESTAMP(timezone=True), nullable=True),
+    )
+
+    # Trigger the Celery task to populate blocknote_document for existing documents
+    try:
+        from app.tasks.celery_tasks.blocknote_migration_tasks import (
+            populate_blocknote_for_documents_task,
+        )
+
+        # Queue the task to run asynchronously
+        populate_blocknote_for_documents_task.apply_async()
+        print(
+            "✓ Queued Celery task to populate blocknote_document for existing documents"
+        )
+    except Exception as e:
+        # If Celery is not available or task queueing fails, log but don't fail the migration
+        print(f"⚠ Warning: Could not queue blocknote population task: {e}")
+        print("  You can manually trigger it later with:")
+        print(
+            "  celery -A app.celery_app call app.tasks.celery_tasks.blocknote_migration_tasks.populate_blocknote_for_documents_task"
+        )
+
+
+def downgrade() -> None:
+    """Downgrade schema - Remove BlockNote fields."""
+    op.drop_column("documents", "last_edited_at")
+    op.drop_column("documents", "content_needs_reindexing")
+    op.drop_column("documents", "blocknote_document")

surfsense_backend/app/celery_app.py

@@ -63,6 +63,8 @@ def parse_schedule_interval(interval: str) -> dict:
         "app.tasks.celery_tasks.podcast_tasks",
         "app.tasks.celery_tasks.connector_tasks",
         "app.tasks.celery_tasks.schedule_checker_task",
+        "app.tasks.celery_tasks.blocknote_migration_tasks",
+        "app.tasks.celery_tasks.document_reindex_tasks",
     ],
 )
 

surfsense_backend/app/db.py

@@ -20,7 +20,7 @@
     UniqueConstraint,
     text,
 )
-from sqlalchemy.dialects.postgresql import UUID
+from sqlalchemy.dialects.postgresql import JSONB, UUID
 from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker, create_async_engine
 from sqlalchemy.orm import DeclarativeBase, Mapped, declared_attr, relationship
 
@@ -343,6 +343,17 @@ class Document(BaseModel, TimestampMixin):
     unique_identifier_hash = Column(String, nullable=True, index=True, unique=True)
     embedding = Column(Vector(config.embedding_model_instance.dimension))
 
+    # BlockNote live editing state (NULL when never edited)
+    blocknote_document = Column(JSONB, nullable=True)
+
+    # blocknote background reindex flag
+    content_needs_reindexing = Column(
+        Boolean, nullable=False, default=False, server_default=text("false")
+    )
+
+    # Track when blocknote document was last edited
+    last_edited_at = Column(TIMESTAMP(timezone=True), nullable=True)
+
     search_space_id = Column(
         Integer, ForeignKey("searchspaces.id", ondelete="CASCADE"), nullable=False
     )

surfsense_backend/app/routes/__init__.py

@@ -5,6 +5,7 @@
 )
 from .chats_routes import router as chats_router
 from .documents_routes import router as documents_router
+from .editor_routes import router as editor_router
 from .google_calendar_add_connector_route import (
     router as google_calendar_add_connector_router,
 )
@@ -23,6 +24,7 @@
 
 router.include_router(search_spaces_router)
 router.include_router(rbac_router)  # RBAC routes for roles, members, invites
+router.include_router(editor_router)
 router.include_router(documents_router)
 router.include_router(podcasts_router)
 router.include_router(chats_router)

surfsense_backend/app/routes/editor_routes.py

@@ -0,0 +1,140 @@
+"""
+Editor routes for BlockNote document editing.
+"""
+
+from datetime import UTC, datetime
+from typing import Any
+
+from fastapi import APIRouter, Depends, HTTPException
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.db import Document, SearchSpace, User, get_async_session
+from app.users import current_active_user
+
+router = APIRouter()
+
+
+@router.get("/documents/{document_id}/editor-content")
+async def get_editor_content(
+    document_id: int,
+    session: AsyncSession = Depends(get_async_session),
+    user: User = Depends(current_active_user),
+):
+    """
+    Get document content for editing.
+
+    Returns BlockNote JSON document. If blocknote_document is NULL,
+    attempts to generate it from chunks (lazy migration).
+    """
+    from sqlalchemy.orm import selectinload
+
+    result = await session.execute(
+        select(Document)
+        .options(selectinload(Document.chunks))
+        .join(SearchSpace)
+        .filter(Document.id == document_id, SearchSpace.user_id == user.id)
+    )
+    document = result.scalars().first()
+
+    if not document:
+        raise HTTPException(status_code=404, detail="Document not found")
+
+    # If blocknote_document exists, return it
+    if document.blocknote_document:
+        return {
+            "document_id": document.id,
+            "title": document.title,
+            "blocknote_document": document.blocknote_document,
+            "last_edited_at": document.last_edited_at.isoformat()
+            if document.last_edited_at
+            else None,
+        }
+
+    # Lazy migration: Try to generate blocknote_document from chunks
+    from app.utils.blocknote_converter import convert_markdown_to_blocknote
+
+    chunks = sorted(document.chunks, key=lambda c: c.id)
+
+    if not chunks:
+        raise HTTPException(
+            status_code=400,
+            detail="This document has no chunks and cannot be edited. Please re-upload to enable editing.",
+        )
+
+    # Reconstruct markdown from chunks
+    markdown_content = "\n\n".join(chunk.content for chunk in chunks)
+
+    if not markdown_content.strip():
+        raise HTTPException(
+            status_code=400,
+            detail="This document has empty content and cannot be edited.",
+        )
+
+    # Convert to BlockNote
+    blocknote_json = await convert_markdown_to_blocknote(markdown_content)
+
+    if not blocknote_json:
+        raise HTTPException(
+            status_code=500,
+            detail="Failed to convert document to editable format. Please try again later.",
+        )
+
+    # Save the generated blocknote_document (lazy migration)
+    document.blocknote_document = blocknote_json
+    document.content_needs_reindexing = False
+    document.last_edited_at = None
+    await session.commit()
+
+    return {
+        "document_id": document.id,
+        "title": document.title,
+        "blocknote_document": blocknote_json,
+        "last_edited_at": None,
+    }
+
+
+@router.post("/documents/{document_id}/save")
+async def save_document(
+    document_id: int,
+    data: dict[str, Any],
+    session: AsyncSession = Depends(get_async_session),
+    user: User = Depends(current_active_user),
+):
+    """
+    Save BlockNote document and trigger reindexing.
+    Called when user clicks 'Save & Exit'.
+    """
+    from app.tasks.celery_tasks.document_reindex_tasks import reindex_document_task
+
+    # Verify ownership
+    result = await session.execute(
+        select(Document)
+        .join(SearchSpace)
+        .filter(Document.id == document_id, SearchSpace.user_id == user.id)
+    )
+    document = result.scalars().first()
+
+    if not document:
+        raise HTTPException(status_code=404, detail="Document not found")
+
+    blocknote_document = data.get("blocknote_document")
+    if not blocknote_document:
+        raise HTTPException(status_code=400, detail="blocknote_document is required")
+
+    # Save BlockNote document
+    document.blocknote_document = blocknote_document
+    document.last_edited_at = datetime.now(UTC)
+    document.content_needs_reindexing = True
+
+    await session.commit()
+
+    # Queue reindex task
+    reindex_document_task.delay(document_id, str(user.id))
+
+    return {
+        "status": "saved",
+        "document_id": document_id,
+        "message": "Document saved and will be reindexed in the background",
+        "last_edited_at": document.last_edited_at.isoformat(),
+    }