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Mobile Input-Bar Controls (ActionsPopover + Deep-Research Toggle) — Implementation Plan

docs/mobile-chat/input-bar-controls/04-implementation-plan.md

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Status: active · Task: input-bar-controls

Mobile Input-Bar Controls (ActionsPopover + Deep-Research Toggle) — Implementation Plan

Issues to Address

The mobile chat composer can type, attach files, and send — but it cannot control which tools the agent uses, force a specific tool, choose which knowledge sources to search, or turn on deep research. Web has all of this in its input-bar toolbar. This change ports that toolbar to mobile at Tier-2 (Standard) scope, web-parity (Approach B): a deep-research toggle and an anchored ActionsPopover (force-a-tool + enable/disable tools + a source-selection sub-view). Outcome: the mobile send request carries deep_research, forced_tool_id, allowed_tool_ids, and internal_search_filters, and per-agent disabled_tool_ids persists server-side (shared with web). Out of scope: MCP servers/tools, OAuth re-auth, the admin "More Actions" link, and the action search box.

Important Notes

  • No backend work, no migration. All four send fields already exist on SendMessageRequest (backend/onyx/server/query_and_chat/models.py:110,111,115,117). Per-agent disabled_tool_ids already has a table (assistant__user_specific_config, backend/onyx/db/models.py:4058) and endpoints GET /user/assistant/preferences + PATCH /user/assistant/{id}/preferences (backend/onyx/server/manage/users.py:1283,1300, both BASIC_ACCESS).
  • The tool + source catalog is already on the wire. GET /persona serves MinimalPersonaSnapshot with tools: list[ToolSnapshot] + knowledge_sources: list[DocumentSource] (backend/onyx/server/features/persona/models.py:202,212). Mobile's useAgents() already calls it; MinimalAgent (mobile/src/chat/agents.ts:15) just omits the two fields. → widen the type, no new fetch for tools.
  • deep_research is hardcoded false today (mobile/src/hooks/useChatController.ts:296); allowed_tool_ids/forced_tool_id/internal_search_filters are missing from SendMessageBody (mobile/src/api/chat/stream.ts).
  • Mobile has no popover/Switch/SelectButton primitive. Build on the proven Portal + reanimated stack (mobile/src/components/sidebar/Sidebar.tsx; <PortalHost/> at mobile/src/app/_layout.tsx:71). mobile/src/components/ui/line-item-button.tsx already has a rightChildren trailing slot (from content.tsx) — no change needed to host the enable/disable control + chevron. Mobile Button drops hover (ButtonInteraction = rest|active), so the SelectButton matrix + foldable must be state/press-driven, not hover-driven.
  • Web-parity gotchas to port exactly (from 03-detailed-design.md): the search-tool↔source reconcile is gated by sourcesInitialized and only toggles when inconsistent (web/.../ActionsPopover/index.tsx:742-770) — port the guard or it render-loops; useDeepResearchToggle preserves the flag on the null→new-session transition via a ref (web/src/hooks/useDeepResearchToggle.ts:31-44); computeAllowedToolIds returns null (not []) when nothing is disabled; forced tools are a single-element selection.
  • The anchored popover on a keyboard-adjacent bottom bar is the highest risk and needs an on-device dev build to verify (agent can't). Fallback: swap the Popover container for the FilePickerSheet bottom-sheet shell — the ActionsPopover content is renderer-agnostic.
  • Default agent (id 0) has empty knowledge_sources; source list comes from a new useConnectorSources (GET /manage/connector-status, any chat-accessible user). Federated connectors (EE /federated) deferred.
  • Icons: 8 SVGs must be added to mobile/src/icons/hourglass, globe, cpu, link, server, plug, unplug, slash (exact web path data below).
  • Standards (mobile/CLAUDE.md): reuse Text/Icon/Button/LineItemButton; NativeWind semantic tokens only; spacing class number = px; TanStack Query keyed by serverUrl, PII keys MMKV-excluded (sources/prefs are safe to persist; selection state stays in provider, not Query); import leaf components in jest (reanimated barrels crash the runner).

Implementation Strategy

Ordered so each group is a coherent, independently-mergeable change (Phase 5 bundles into PRs).

  1. Send-body plumbing + type widening (foundation). Widen SendMessageBody (mobile/src/api/chat/stream.ts) with allowed_tool_ids?, forced_tool_id?, internal_search_filters? + a new InternalSearchFilters type. Widen MinimalAgent (mobile/src/chat/agents.ts) with tools + knowledge_sources. Add deep_research_enabled? to WorkspaceSettings (mobile/src/api/settings.ts). Extend useChatController.submit (mobile/src/hooks/useChatController.ts:228) with a toolOptions?: ChatToolOptions arg; replace the hardcoded deep_research: false (:296) and populate the three new fields in the body (:291). Add the pure mobile/src/chat/tools.ts (ToolSnapshot, tool-id constants, predicates, computeAllowedToolIds, getIconForToolId) and mobile/src/chat/sources.ts (DocumentSource, SOURCE_META, buildInternalSearchFilters).

  2. Icons. Add the 8 react-native-svg icons to mobile/src/icons/ following the sliders.tsx/types.ts shape (default export, IconProps, stroke="currentColor"), using the verbatim web path data (see Appendix). link uses viewBox 0 0 17 9 + rotate(315deg); slash renders two <Path>s.

  3. UI primitives. Port via port-web-component-to-mobile:

    • mobile/src/components/ui/select-button.tsx + select-button.styles.tsSELECT_COLORS stateful literal matrix (select-light, empty/selected, rest/active/disabled) + resolveSelectState, mirroring button.styles.ts; foldable = conditional label render.
    • mobile/src/components/ui/switch.tsx — reanimated track (32×18) + thumb (14×14), checked bg action-link-05.
    • mobile/src/components/ui/popover.tsx — anchored panel: measureInWindow the anchor, <Portal> render, upward positioning + on-screen clamp + maxHeight/scroll, Keyboard.dismiss() on open, re-measure on keyboard/rotation, outside-tap close.
  4. State layer. mobile/src/api/chat/agentPreferences.ts (GET/PATCH) + mobile/src/api/chat/connectors.ts (connector-status). Hooks: mobile/src/hooks/useAgentPreferences.ts (TanStack Query GET + a useMutation PATCH using the canonical optimistic pattern — onMutate: cancel + snapshot + setQueryData; onError: restore snapshot; onSettled: invalidate — plus a short debounce for rapid toggles), useConnectorSources.ts, useDeepResearchToggle.ts (port with the ref-guarded resets), useForcedTools.ts (single-force, agent-reset), useSourceSelection.ts (ephemeral, self-init to all). Add query keys (mobile/src/api/query-keys.ts). mobile/src/state/ComposerToolsProvider.tsx aggregates them + exposes resolveToolOptions().

  5. Deep-research control (first visible slice). mobile/src/components/chat/ToolbarControls.tsx renders the deep-research SelectButton (gated by deep_research_enabled && hasSearchToolsAvailable). Wire ComposerToolsProvider into ChatSurface (mobile/src/components/chat/ChatSurface.tsx) and render ToolbarControls in InputBar's left cluster (mobile/src/components/chat/InputBar.tsx:119-127); thread resolveToolOptions() into sendWithAttachmentssubmit. Deep research works end-to-end at this step.

  6. ActionsPopover — tools list + force + enable/disable. mobile/src/components/chat/ActionsPopover.tsx (composes Popover, owns open/subView) + ActionLineItem.tsx (tap=force with the disable-clears-force guard; trailing Switch = enable/disable; chevron for search drill-in). Add the Actions trigger + forced-tool pills to ToolbarControls. Wire allowed_tool_ids/forced_tool_id through the provider.

  7. Source sub-view + coupling. mobile/src/components/chat/SourceSwitchList.tsx + SourceIcon.tsx; in-place body swap in ActionsPopover. First wire plain source→filter selection (internal_search_filters); then add the search-tool↔source coupling as an isolated step, porting the sourcesInitialized guard + single-force + previouslyEnabledSourcesRef idempotency exactly.

Tests

Primary type: External-Dependency Unit / jest unit (mobile uses jest-expo; no Onyx-container E2E for mobile). Concentrate on the pure logic and the two loop-prone reducers — the anchored-popover rendering is verified on-device, not in jest.

  • Pure logic (mobile/src/chat/__tests__/): computeAllowedToolIds (null when nothing disabled, list when some disabled, never []), hasSearchToolsAvailable, displayableTools (drops MCP / non-chat_selectable / FileReader), buildInternalSearchFilters ({source_type} vs null).
  • useDeepResearchToggle: the reset matrix — preserves on null→new-session, resets on real session switch, always resets on agent change, toggles correctly.
  • Source-coupling reducer: enabling a source pins search, disabling the last source unpins it, enable-all/disable-all, and no oscillation once initialized (the guard).
  • useAgentPreferences: optimistic set then PATCH then invalidate; sends the full disabled_tool_ids array; failure rolls back.
  • ToolbarControls gating: deep-research pill hidden when deep_research_enabled false or no search tool; Actions trigger hidden when the agent has no displayable tools.
  • On-device gate (owner-run, not automated): anchored popover opens upward without keyboard collision / off-screen clipping across iOS + Android after expo prebuild; the fallback swap to the bottom-sheet shell if unstable.

Appendix — exact SVG path data for the 8 new icons

viewBox 0 0 16 16, stroke="currentColor", strokeWidth={1.5}, fill="none", unless noted.

  • hourglass: M8 8L4.44793 5.72667C4.06499 5.48159 3.83333 5.05828 3.83333 4.60364V1.83333H12.1667V4.60364C12.1667 5.05828 11.935 5.48159 11.5521 5.72667L8 8ZM8 8L11.5521 10.2733C11.935 10.5184 12.1667 10.9417 12.1667 11.3963V14.1667H3.83333V11.3963C3.83333 10.9417 4.06499 10.5184 4.44793 10.2733L8 8ZM13.5 14.1667H2.5M13.5 1.83333H2.5
  • globe: M14.6667 8C14.6667 11.6819 11.6819 14.6667 8 14.6667M14.6667 8C14.6667 4.3181 11.6819 1.33333 8 1.33333M14.6667 8H1.33334M8 14.6667C4.31811 14.6667 1.33334 11.6819 1.33334 8M8 14.6667C9.66753 12.8411 10.6152 10.472 10.6667 8C10.6152 5.52802 9.66753 3.1589 8 1.33333M8 14.6667C6.33249 12.8411 5.38484 10.472 5.33334 8C5.38484 5.52802 6.33249 3.1589 8 1.33333M1.33334 8C1.33334 4.3181 4.31811 1.33333 8 1.33333
  • cpu: M6.09091 1V2.90909M9.90909 1V2.90909M6.09091 13.0909V15M9.90909 13.0909V15M13.0909 6.09091H15M13.0909 9.27273H15M1 6.09091H2.90909M1 9.27273H2.90909M4.18182 2.90909H11.8182C12.5211 2.90909 13.0909 3.47891 13.0909 4.18182V11.8182C13.0909 12.5211 12.5211 13.0909 11.8182 13.0909H4.18182C3.47891 13.0909 2.90909 12.5211 2.90909 11.8182V4.18182C2.90909 3.47891 3.47891 2.90909 4.18182 2.90909ZM6 6H10V10H6V6Z
  • link (viewBox 0 0 17 9, transform={[{ rotate: "315deg" }]} on <Svg>): M10.0833 0.75H12.0833C12.5211 0.75 12.9545 0.836219 13.3589 1.00373C13.7634 1.17125 14.1308 1.41678 14.4404 1.72631C14.7499 2.03584 14.9954 2.4033 15.1629 2.80772C15.3304 3.21214 15.4167 3.64559 15.4167 4.08333C15.4167 4.52107 15.3304 4.95453 15.1629 5.35894C14.9954 5.76336 14.7499 6.13083 14.4404 6.44036C14.1308 6.74988 13.7634 6.99542 13.3589 7.16293C12.9545 7.33045 12.5211 7.41667 12.0833 7.41667H10.0833M6.08333 7.41667H4.08333C3.64559 7.41667 3.21214 7.33045 2.80772 7.16293C2.4033 6.99542 2.03584 6.74988 1.72631 6.44036C1.10119 5.81523 0.75 4.96739 0.75 4.08333C0.75 3.19928 1.10119 2.35143 1.72631 1.72631C2.35143 1.10119 3.19928 0.75 4.08333 0.75H6.08333M5.41667 4.08333H10.75
  • server: M4 4H4.00666M4 12H4.00666M2.66666 1.33334H13.3333C14.0697 1.33334 14.6667 1.9303 14.6667 2.66668V5.33334C14.6667 6.06972 14.0697 6.66668 13.3333 6.66668H2.66666C1.93028 6.66668 1.33333 6.06972 1.33333 5.33334V2.66668C1.33333 1.9303 1.93028 1.33334 2.66666 1.33334ZM2.66666 9.33334H13.3333C14.0697 9.33334 14.6667 9.9303 14.6667 10.6667V13.3333C14.6667 14.0697 14.0697 14.6667 13.3333 14.6667H2.66666C1.93028 14.6667 1.33333 14.0697 1.33333 13.3333V10.6667C1.33333 9.9303 1.93028 9.33334 2.66666 9.33334Z
  • plug: M12 10.5H15M12 10.5V12.5M12 10.5V5.5M12 3.5H8.5C6.01472 3.5 4 5.51472 4 8M12 3.5V5.5M12 3.5V2M12 12.5H8.5C6.01472 12.5 4 10.4853 4 8M12 12.5V14M4 8H1M12 5.5H15
  • unplug: M1 1L5.0778 5.0778M15 15L12 12M15 10.5H14M12 12.5H8.5C6.01472 12.5 4 10.4853 4 8M12 12.5V14M12 12.5V12M12 3.5H8.5C8.04537 3.5 7.60649 3.56742 7.1928 3.6928M12 3.5V5.5M12 3.5V2M12 5.5H15M12 5.5V8.5M4 8H1M4 8C4 6.88463 4.40579 5.86403 5.0778 5.0778M5.0778 5.0778L12 12
  • slash (two <Path>s): M14.6667 8C14.6667 11.6819 11.6819 14.6667 7.99999 14.6667C4.3181 14.6667 1.33333 11.6819 1.33333 8C1.33333 4.3181 4.3181 1.33333 7.99999 1.33333C11.6819 1.33333 14.6667 4.3181 14.6667 8Z and M3.5 3.5L12.5 12.5

Plan Challenge Results

Run 2026-07-16. Web-verification searches executed for checks 3 & 4.

1. Extendability & Scalability: PASS (minor note)

Tool/source lists are small and bounded (a handful of tools per agent; sources bounded by connectors) — no scale concern. The three ported primitives (Popover/Switch/SelectButton) are reusable infra for every future menu. Note: adding a new toolbar control later (MCP quick-toggle, voice, tab-reading) touches ToolbarControls.tsx + ActionsPopover.tsx directly — Approach B has no data-driven control registry (that was Approach C's seam, consciously not chosen). Acceptable: MCP is an explicitly-scoped future PR, and the send-body is already extended through one ChatToolOptions object, so new fields extend one struct.

2. Fragility: CONCERN (identified + mitigated)

Three brittle points, all called out with mitigations: (a) the search-tool↔source coupling can render-loop — mitigated by porting the sourcesInitialized guard + "only toggle if inconsistent" idempotency and shipping plain source-selection before the coupling as an isolated, tested step; (b) the anchored popover's keyboard/off-screen math — mitigated by the on-device gate + the bottom-sheet-shell fallback (content is renderer-agnostic); (c) the useDeepResearchToggle null→new-session preservation — mitigated by porting the ref guard verbatim + a unit test on the reset matrix. No hidden single points of failure; the feature degrades gracefully (controls hidden when their gates fail; all four send fields optional).

3. Industry Standard: VERIFIED

Searched RN anchored-popover + keyboard practices and the TanStack optimistic-update pattern. Confirmed standard: an anchored popover measures the trigger → renders through a Portal near root → auto-positions to stay in the viewport → is keyboard-aware (exactly the popover.tsx design). And the per-agent-prefs write uses the canonical onMutate(cancel+snapshot+setQueryData) / onError(rollback) / onSettled(invalidate) + debounce optimistic pattern. The one divergence — hand-rolling the popover instead of adopting react-native-popover-view — is justified: we need pixel-parity with Opal/Radix and NativeWind-token styling, and mobile already hand-rolls its overlays (Sidebar, FilePickerSheet); a pre-styled third-party popover would fight the token system. Sources: RN popover components 2026, react-native-popover-view, Margelo keyboard deep-dive, TanStack optimistic updates.

4. Fact Check: PASS

Every factual claim is code-verified with file:line: backend accepts all four send fields (models.py:110,111,115,117); the prefs table + endpoints exist (db/models.py:4058, manage/users.py:1283,1300); /persona already serves tools+knowledge_sources (persona/models.py:202,212); deep_research_enabled exists (settings/models.py:50); mobile MinimalAgent omits both fields (mobile/src/chat/agents.ts:15); deep_research is hardcoded false (useChatController.ts:296). The two "industry-standard" claims are now web-verified (check 3). No unverified claims remain.

5. Maintainability: PASS

Follows existing mobile conventions exactly — primitives in components/ui/, chat components in components/chat/, pure logic in chat/, hooks in hooks/, TanStack Query keyed by serverUrl, port-web-component-to-mobile for the ports. Each of the ~18 new files is small and single-responsibility. 18 files is a large surface, but it's split across 5 review-sized PRs and each file's web counterpart is cited, so a newcomer can follow the mapping in <15 min.

6. Patch vs. Fix: PROPER FIX

This is a net-new capability, not a symptom workaround. It fixes the root cause ("mobile can't control tools/sources/deep-research") by adding the real controls and wiring the real backend fields — deep_research moves from a hardcoded false to the actual toggle value; allowed_tool_ids/ forced_tool_id/internal_search_filters are populated from real UI state; disabled_tool_ids persists to the same server record web uses. No errors suppressed, no timeouts bumped, no fake loading states. No user decision required.

Verdict: all six checks clear (one identified-and-mitigated fragility concern, no blocking failures, no patch). Plan is execution-ready.