fix: address assistant review findings

apps/docs/docs/widgets/assistant/index.mdx

@@ -5,7 +5,6 @@ hide_title: true
 ---
 
 import { AddingWidget } from "@site/src/components/widgets/adding";
-import { WidgetConfig } from "@site/src/components/widgets/configuration";
 import { WidgetHeader } from "@site/src/components/widgets/header";
 import { assistantWidget } from ".";
 
@@ -28,15 +27,8 @@ touch devices. When a board layout does not provide enough height for conversati
 a compact **Open assistant** action instead of squeezing an unusable composer into the card. Increase its height
 in that layout to keep the complete conversation inline.
 
-### Configuration
-
-<WidgetConfig configuration={assistantWidget.configuration} />
-
-**Current conversation** follows whichever conversation is active in the user-menu panel, `Shift + A`, or
-the command menu. This is the default and keeps every assistant entry point synchronized.
-
-**Pinned conversation** reveals a searchable conversation selector. A pinned widget never changes the
-active conversation silently: select **Open conversation** inside the widget before continuing that thread.
+The widget follows whichever conversation is active in the user-menu panel, `Shift + A`, or the command menu. This
+keeps every assistant entry point synchronized without storing a user's private conversation details in board settings.
 
 ### Conversation features
 

apps/nextjs/src/app/[locale]/boards/(content)/_creator.tsx

@@ -44,9 +44,11 @@ export const createBoardContentPage = <TParams extends Record<string, unknown>>(
     page: async ({ params }: { params: Promise<TParams> }) => {
       const resolvedParams = await params;
       const queryClient = getQueryClient();
-      const session = await auth();
+      const sessionPromise = auth();
+      const boardPromise = getInitialBoard(resolvedParams);
+      const session = await sessionPromise;
 
-      const board = await getInitialBoard(resolvedParams).catch((error) => {
+      const board = await boardPromise.catch((error) => {
         if (error instanceof TRPCError && error.code === "NOT_FOUND") {
           if (!session) {
             logger.debug("No home board found for anonymous user, redirecting to login");

apps/nextjs/src/app/[locale]/manage/assistant/_components/assistant-configuration.tsx

@@ -2,6 +2,7 @@
 
 import type { ReactNode } from "react";
 import { useEffect, useMemo, useState } from "react";
+import { useRouter } from "next/navigation";
 import {
   Accordion,
   ActionIcon,
@@ -140,6 +141,7 @@ const ConfigurationSkeleton = ({ label }: { label: string }) => (
 
 export const AssistantConfiguration = () => {
   const t = useScopedI18n("management.page.settings.section.assistant");
+  const router = useRouter();
   const utils = clientApi.useUtils();
   const { data: configuration, isLoading } = clientApi.assistant.getAdminConfiguration.useQuery();
   const [provider, setProvider] = useState<AssistantProvider>("openrouter");
@@ -268,6 +270,7 @@ export const AssistantConfiguration = () => {
         utils.assistant.getAvailability.invalidate(),
         utils.assistant.getRuntimeOptions.invalidate(),
       ]);
+      router.refresh();
       showSuccessNotification({
         title: t("notification.saved.title"),
         message: t("notification.saved.message"),

apps/nextjs/src/components/assistant/assistant-panel.tsx

@@ -159,6 +159,7 @@ import { getAssistantIconSearchQuery } from "./assistant-tool-label";
 import { getAssistantProviderQuotaLevel, isAssistantProviderUnavailable } from "./assistant-provider-quota";
 import { getAssistantToolTraceTarget } from "./assistant-tool-trace";
 import { getSafeAssistantHttpUrl } from "./assistant-url";
+import { isEscapeOwnedByNestedOverlay } from "../board/advanced-focus/escape";
 
 // Shiki's web grammar bundle is intentionally loaded only when a settled response contains a code
 // block. Most assistant conversations never need it, so it should not inflate the global dashboard
@@ -407,7 +408,27 @@ type MarkdownSpanProps = ComponentPropsWithoutRef<"span"> & {
   "data-directive-type"?: string;
 };
 
-const AssistantDirectiveEntitiesContext = createContext<AssistantDirectiveEntity[]>([]);
+interface AssistantDirectiveEntitiesState {
+  entities: AssistantDirectiveEntity[];
+  isLoading: boolean;
+}
+
+const AssistantDirectiveEntitiesContext = createContext<AssistantDirectiveEntitiesState>({
+  entities: [],
+  isLoading: false,
+});
+
+const AssistantDirectiveEntitiesProvider = ({ children }: { children: ReactNode }) => {
+  const { data: entities = [], isLoading } = clientApi.assistant.getContextEntities.useQuery(undefined, {
+    staleTime: 60_000,
+  });
+
+  return (
+    <AssistantDirectiveEntitiesContext.Provider value={{ entities, isLoading }}>
+      {children}
+    </AssistantDirectiveEntitiesContext.Provider>
+  );
+};
 
 const AssistantMarkdownSpan = ({
   children,
@@ -417,7 +438,7 @@ const AssistantMarkdownSpan = ({
   "data-directive-type": directiveType,
   ...props
 }: MarkdownSpanProps) => {
-  const entities = useContext(AssistantDirectiveEntitiesContext);
+  const { entities } = useContext(AssistantDirectiveEntitiesContext);
   if (assistantDirective === "true" && directiveId && directiveLabel && directiveType) {
     const entity = resolveAssistantDirectiveEntity(entities, {
       id: directiveId,
@@ -444,26 +465,20 @@ const assistantMarkdownComponents = unstable_memoizeMarkdownComponents({
   SyntaxHighlighter: AssistantSyntaxHighlighter,
 });
 
-const AssistantTextPart = () => {
-  const { data: entities = [] } = clientApi.assistant.getContextEntities.useQuery(undefined, { staleTime: 60_000 });
-
-  return (
-    <AssistantDirectiveEntitiesContext.Provider value={entities}>
-      <MarkdownTextPrimitive
-        className={classes.messageMarkdown}
-        preprocess={normalizeAssistantMarkdown}
-        remarkPlugins={markdownRemarkPlugins}
-        components={assistantMarkdownComponents}
-        componentsByLanguage={{ mermaid: { SyntaxHighlighter: MermaidDiagram } }}
-        defer
-      />
-    </AssistantDirectiveEntitiesContext.Provider>
-  );
-};
+const AssistantTextPart = () => (
+  <MarkdownTextPrimitive
+    className={classes.messageMarkdown}
+    preprocess={normalizeAssistantMarkdown}
+    remarkPlugins={markdownRemarkPlugins}
+    components={assistantMarkdownComponents}
+    componentsByLanguage={{ mermaid: { SyntaxHighlighter: MermaidDiagram } }}
+    defer
+  />
+);
 
 const UserTextPart = () => {
   const { text } = useMessagePartText();
-  const { data: entities = [] } = clientApi.assistant.getContextEntities.useQuery(undefined, { staleTime: 60_000 });
+  const { entities } = useContext(AssistantDirectiveEntitiesContext);
   const segments = parseAssistantDirectives(text);
   return (
     <span className={classes.messageText}>
@@ -548,7 +563,7 @@ const SentAttachment = () => <Attachment />;
 const HiddenMessagePart = () => null;
 
 const ReasoningPart = (_props: ReasoningMessagePartProps) => (
-  <AssistantDirectiveEntitiesContext.Provider value={[]}>
+  <AssistantDirectiveEntitiesContext.Provider value={{ entities: [], isLoading: false }}>
     <MarkdownTextPrimitive
       className={`${classes.messageMarkdown} ${classes.reasoningText}`}
       preprocess={normalizeAssistantMarkdown}
@@ -2264,9 +2279,7 @@ const ComposerTriggers = () => {
   const aui = useAui();
   const mentionViewportRef = useRef<HTMLDivElement>(null);
   const slashViewportRef = useRef<HTMLDivElement>(null);
-  const { data: entities = [], isLoading } = clientApi.assistant.getContextEntities.useQuery(undefined, {
-    staleTime: 60_000,
-  });
+  const { entities, isLoading } = useContext(AssistantDirectiveEntitiesContext);
   const categories = useMemo(
     () =>
       (["app", "integration", "board", "widget"] as const).map((type) => ({
@@ -2914,7 +2927,7 @@ const AssistantActivityBar = ({
 
   return (
     <Box component="output" className={classes.activityBar} aria-live="polite">
-      <UnstyledButton className={classes.activityTrigger} onClick={onOpen} aria-label={t("activity.expand")}>
+      <UnstyledButton className={classes.activityTrigger} onClick={onOpen}>
         <Group gap="sm" wrap="nowrap">
           <ThemeIcon variant="light" color={activityColor} radius="xl">
             <AssistantDotMatrix state={activityState} label={title} role="presentation" aria-hidden />
@@ -2996,7 +3009,7 @@ export const AssistantConversationSurface = ({
   const scrollToLatestBehavior = isRunning || reducedMotion ? "instant" : "smooth";
 
   return (
-    <>
+    <AssistantDirectiveEntitiesProvider>
       <Group className={classes.panelHeader} justify="space-between" wrap="nowrap" gap="xs">
         {onWindowClose && onMinimize && (
           <Group
@@ -3107,7 +3120,7 @@ export const AssistantConversationSurface = ({
           </ThreadPrimitive.Root>
         </ReasoningVisibilityContext.Provider>
       </AssistantQuestionPortalProvider>
-    </>
+    </AssistantDirectiveEntitiesProvider>
   );
 };
 
@@ -3135,9 +3148,19 @@ export const AssistantPanel = ({
 }: AssistantPanelProps) => {
   const t = useScopedI18n("common.assistant");
   const previousFocusRef = useRef<HTMLElement | null>(null);
+  const panelRef = useRef<HTMLDialogElement>(null);
 
   useWindowEvent("keydown", (event) => {
-    if (opened && event.key === "Escape") onClose();
+    if (
+      !opened ||
+      event.key !== "Escape" ||
+      event.defaultPrevented ||
+      event.isComposing ||
+      isEscapeOwnedByNestedOverlay(event.target, panelRef.current)
+    )
+      return;
+    event.preventDefault();
+    onClose();
   });
   useEffect(() => {
     if (!opened) {
@@ -3174,7 +3197,7 @@ export const AssistantPanel = ({
         />
       )}
       {opened && (
-        <dialog className={classes.floatingPanel} aria-label={t("title")} open>
+        <dialog ref={panelRef} className={classes.floatingPanel} aria-label={t("title")} open>
           <AssistantConversationSurface
             isRunning={isRunning}
             pendingAction={pendingAction}

apps/nextjs/src/components/assistant/assistant-widget.tsx

@@ -1,10 +1,9 @@
 "use client";
 
 import type { CSSProperties, ReactNode } from "react";
-import { useCallback, useState } from "react";
+import { ActionIcon, Box, Center, Group, Stack, Text, ThemeIcon, Tooltip } from "@mantine/core";
+import { IconArrowsMaximize, IconRobot } from "@tabler/icons-react";
 import { useAui, useAuiState } from "@assistant-ui/react";
-import { ActionIcon, Box, Button, Center, Group, Loader, Stack, Text, ThemeIcon, Tooltip } from "@mantine/core";
-import { IconAlertTriangle, IconArrowsMaximize, IconMessage, IconRobot } from "@tabler/icons-react";
 
 import { useI18n } from "@homarr/translation/client";
 import type { WidgetComponentProps } from "@homarr/widgets";
@@ -30,81 +29,22 @@ export const AssistantBoardWidget = (props: WidgetComponentProps<"assistant">) =
   );
 };
 
-const EnabledAssistantBoardWidget = ({ options, width, height, isEditMode }: WidgetComponentProps<"assistant">) => {
-  const t = useI18n();
+const EnabledAssistantBoardWidget = ({ width, height, isEditMode }: WidgetComponentProps<"assistant">) => {
   const board = useRequiredBoard();
   const assistant = useHomarrAssistant();
   const preferences = useAssistantPreferences();
   const aui = useAui();
-  const currentThreadId = useAuiState((state) => state.threadListItem.remoteId);
   const messages = useAuiState((state) => state.thread.messages);
   const isLoading = useAuiState((state) => state.thread.isLoading);
   const latestAssistantMessage = messages.findLast((message) => message.role === "assistant");
   const pendingAction = getPendingAssistantAction(latestAssistantMessage);
-  const pinnedConversation = options.conversationMode === "pinned" ? options.conversation : null;
-  const pinnedConversationIsActive = pinnedConversation === null || pinnedConversation.value === currentThreadId;
-  const [switching, setSwitching] = useState(false);
-  const [switchErrorConversationId, setSwitchErrorConversationId] = useState<string | null>(null);
-  const hasSwitchError = switchErrorConversationId === pinnedConversation?.value;
-
-  const selectModel = useCallback(
-    (modelId: string) => {
-      preferences.setModelId(modelId);
-      const threadListItem = aui.threadListItem();
-      if (!threadListItem.getState().remoteId) return;
-      threadListItem.updateCustom({ ...threadListItem.getState().custom, modelId });
-    },
-    [aui, preferences],
-  );
-
-  const openPinnedConversation = async () => {
-    if (!pinnedConversation) return;
-    setSwitchErrorConversationId(null);
-    setSwitching(true);
-    try {
-      await aui.threads().switchToThread(pinnedConversation.value);
-    } catch {
-      setSwitchErrorConversationId(pinnedConversation.value);
-    } finally {
-      setSwitching(false);
-    }
+  const selectModel = (modelId: string) => {
+    preferences.setModelId(modelId);
+    const threadListItem = aui.threadListItem();
+    if (!threadListItem.getState().remoteId) return;
+    threadListItem.updateCustom({ ...threadListItem.getState().custom, modelId });
   };
 
-  if (options.conversationMode === "pinned" && pinnedConversation === null) {
-    return (
-      <AssistantWidgetState
-        icon={IconMessage}
-        title={t("widget.assistant.pinned.selectTitle")}
-        description={t("widget.assistant.pinned.selectDescription")}
-      />
-    );
-  }
-
-  if (!pinnedConversationIsActive && pinnedConversation) {
-    return (
-      <AssistantWidgetState
-        icon={hasSwitchError ? IconAlertTriangle : IconMessage}
-        color={hasSwitchError ? "red" : "gray"}
-        title={t("widget.assistant.pinned.title")}
-        description={
-          hasSwitchError
-            ? t("widget.assistant.pinned.error")
-            : t("widget.assistant.pinned.description", { conversation: pinnedConversation.label })
-        }
-      >
-        <Button
-          variant="light"
-          color={hasSwitchError ? "red" : "gray"}
-          onClick={() => void openPinnedConversation()}
-          loading={switching}
-          leftSection={switching ? <Loader type="bars" size="xs" /> : <IconMessage size={16} />}
-        >
-          {switching ? t("widget.assistant.pinned.opening") : t("widget.assistant.pinned.open")}
-        </Button>
-      </AssistantWidgetState>
-    );
-  }
-
   if (width < 300 || height < 280) {
     return <CompactAssistantWidget onOpen={assistant.open} />;
   }

packages/translation/src/lang/en.json

@@ -5418,30 +5418,6 @@
     "assistant": {
       "name": "Assistant",
       "description": "Have a complete assistant conversation directly on your board.",
-      "option": {
-        "conversationMode": {
-          "label": "Conversation",
-          "description": "Follow the conversation used elsewhere in Homarr, or keep this widget attached to a specific conversation.",
-          "option": {
-            "current": "Current conversation",
-            "pinned": "Pinned conversation"
-          }
-        },
-        "conversation": {
-          "label": "Pinned conversation",
-          "description": "Choose the saved conversation this widget should keep available.",
-          "placeholder": "Select a saved conversation"
-        }
-      },
-      "pinned": {
-        "title": "Pinned conversation",
-        "description": "This widget is attached to {conversation}. Open it to continue here without silently changing your active conversation.",
-        "selectTitle": "Choose a conversation",
-        "selectDescription": "Open the widget settings and select the conversation this widget should keep available.",
-        "open": "Open conversation",
-        "opening": "Opening conversation...",
-        "error": "This conversation could not be opened. It may have been deleted."
-      },
       "unavailable": {
         "title": "Assistant unavailable",
         "description": "Sign in and ask an administrator to configure the Assistant from the management panel."

packages/widgets/src/assistant/definition.spec.ts

@@ -8,16 +8,9 @@ describe("assistant widget definition", () => {
     expect(supportsAdvancedFocus(definition)).toBe(false);
   });
 
-  it("follows the current conversation by default", () => {
+  it("does not persist private conversation data in board options", () => {
     const options = definition.createOptions();
 
-    expect(options.conversationMode.defaultValue).toBe("current");
-    expect(options.conversation.shouldHide?.({ conversationMode: "current", conversation: null }, [])).toBe(true);
-  });
-
-  it("reveals the conversation selector only when a conversation is pinned", () => {
-    const options = definition.createOptions();
-
-    expect(options.conversation.shouldHide?.({ conversationMode: "pinned", conversation: null }, [])).toBe(false);
+    expect(options).toEqual({});
   });
 });

packages/widgets/src/assistant/index.ts

@@ -1,50 +1,12 @@
 import { IconRobot } from "@tabler/icons-react";
 
-import { clientApi } from "@homarr/api/client";
-
 import { createWidgetDefinition } from "../definition";
 import { optionsBuilder } from "../options";
 
 export const { definition, componentLoader } = createWidgetDefinition("assistant", {
   icon: IconRobot,
   createOptions() {
-    return optionsBuilder.from(
-      (factory) => ({
-        conversationMode: factory.select({
-          options: (["current", "pinned"] as const).map((value) => ({
-            value,
-            label: (t) => t(`widget.assistant.option.conversationMode.option.${value}`),
-          })),
-          defaultValue: "current",
-          withDescription: true,
-        }),
-        conversation: factory.dynamicSelect({
-          withDescription: true,
-          useOptions(query) {
-            const { data: threads = [], isPending, isError } = clientApi.assistant.listThreads.useQuery();
-            const normalizedQuery = query.trim().toLocaleLowerCase();
-            return {
-              isPending,
-              isError,
-              options: threads
-                .filter((thread) => {
-                  if (normalizedQuery.length === 0) return true;
-                  return (thread.title ?? "").toLocaleLowerCase().includes(normalizedQuery);
-                })
-                .map((thread) => ({
-                  value: thread.id,
-                  label: thread.title?.trim() || thread.id,
-                })),
-            };
-          },
-        }),
-      }),
-      {
-        conversation: {
-          shouldHide: (options) => options.conversationMode !== "pinned",
-        },
-      },
-    );
+    return optionsBuilder.from(() => ({}));
   },
 }).withDynamicImport(() => import("./component"));