Add AI Elements-inspired chat primitives

backlog/tasks/task-10 - Modernize-savings-chat-agent-UI-with-AI-Elements-phases.md

@@ -0,0 +1,44 @@
+---
+id: TASK-10
+title: Modernize savings chat agent UI with AI Elements phases
+status: In Progress
+assignee: []
+created_date: '2026-06-16 08:38'
+updated_date: '2026-06-16 08:41'
+labels: []
+dependencies: []
+priority: high
+ordinal: 10000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Implement the planned AI Elements-inspired savings chat agent UI in three sequential phases: conversation/message/prompt/tool trace primitives, reasoning/work-progress disclosure, and sources/citation support.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Phase 1 replaces the basic chat surface with reusable conversation, message, prompt input, and tool trace UI primitives
+- [ ] #2 Phase 2 adds a safe reasoning/work-progress disclosure derived from existing tool traces, without exposing hidden chain-of-thought
+- [ ] #3 Phase 3 adds structured source/citation support through stored assistant metadata and visible UI affordances
+- [ ] #4 Each phase is covered by failing-first tests, verified after implementation, and committed separately
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Phase 1 TDD: add tested chat UI view-model helpers, reusable conversation/message/prompt/tool trace components, and integrate them into SavingsChatPage.
+2. Commit Phase 1.
+3. Phase 2 TDD: derive safe reasoning/work-progress summaries from tool traces and render them as collapsible disclosure.
+4. Commit Phase 2.
+5. Phase 3 TDD: extend chat message metadata with structured sources/citations, persist it through Convex history, and render sources/inline citations.
+6. Commit Phase 3.
+7. Run focused tests, lint, build, and record verification notes without closing the task until user confirmation.
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Phase 1 complete: added AgentChat primitives for conversation, message rendering, prompt input, and tool trace disclosure; integrated SavingsChatPage. Verification: npx vitest src/components/chat/AgentChat.test.tsx --run, npx eslint targeted chat/page files, npm run build (Vite chunk-size warning only).
+<!-- SECTION:NOTES:END -->

src/components/chat/AgentChat.test.tsx

@@ -0,0 +1,113 @@
+import { renderToStaticMarkup } from "react-dom/server";
+import { describe, expect, test } from "vitest";
+import {
+  AgentConversation,
+  AgentMessage,
+  AgentPromptInput,
+  type AgentChatMessage,
+} from "./AgentChat";
+import { getToolTraceSummary } from "./agentChatModel";
+
+const assistantMessage: AgentChatMessage = {
+  id: "assistant-1",
+  role: "assistant",
+  content: "Deine groesste Ausgabe war Miete.",
+  toolTrace: [
+    {
+      name: "summarize_transactions",
+      inputSummary: "Mai 2026",
+      resultSummary: "12 Umsaetze zusammengefasst",
+    },
+    {
+      name: "list_transactions",
+      inputSummary: "Miete",
+      resultSummary: "1 Treffer",
+    },
+  ],
+};
+
+describe("AgentChat phase 1 components", () => {
+  test("summarizes tool traces for compact agent transparency", () => {
+    expect(getToolTraceSummary(undefined)).toBe("Keine Werkzeuge");
+    expect(getToolTraceSummary([])).toBe("Keine Werkzeuge");
+    expect(getToolTraceSummary(assistantMessage.toolTrace)).toBe("2 Werkzeuge verwendet");
+  });
+
+  test("renders conversation messages with assistant tool trace details", () => {
+    const markup = renderToStaticMarkup(
+      <AgentConversation
+        messages={[
+          { id: "user-1", role: "user", content: "Was war teuer?" },
+          assistantMessage,
+        ]}
+      />,
+    );
+
+    expect(markup).toContain("Was war teuer?");
+    expect(markup).toContain("Deine groesste Ausgabe war Miete.");
+    expect(markup).toContain("2 Werkzeuge verwendet");
+    expect(markup).toContain("summarize_transactions");
+    expect(markup).toContain("12 Umsaetze zusammengefasst");
+  });
+
+  test("renders the prompt input with ready and busy states", () => {
+    const readyMarkup = renderToStaticMarkup(
+      <AgentPromptInput
+        value="Bitte analysieren"
+        disabled={false}
+        isSubmitting={false}
+        placeholder="Welche Auswertung soll ich machen?"
+        onChange={() => undefined}
+        onSubmit={() => undefined}
+      />,
+    );
+    const busyMarkup = renderToStaticMarkup(
+      <AgentPromptInput
+        value="Bitte analysieren"
+        disabled
+        isSubmitting
+        placeholder="Chat wird vorbereitet..."
+        onChange={() => undefined}
+        onSubmit={() => undefined}
+      />,
+    );
+
+    expect(readyMarkup).toContain("Welche Auswertung soll ich machen?");
+    expect(readyMarkup).toContain("Senden");
+    expect(busyMarkup).toContain("Antwort laeuft");
+    expect(busyMarkup).toContain("disabled");
+  });
+
+  test("disables prompt submit for whitespace-only input", () => {
+    const markup = renderToStaticMarkup(
+      <AgentPromptInput
+        value="   "
+        disabled={false}
+        isSubmitting={false}
+        placeholder="Welche Auswertung soll ich machen?"
+        onChange={() => undefined}
+        onSubmit={() => undefined}
+      />,
+    );
+
+    expect(markup).toContain("disabled");
+  });
+
+  test("renders a thinking indicator while the agent is submitting", () => {
+    const markup = renderToStaticMarkup(
+      <AgentConversation messages={[assistantMessage]} isSubmitting />,
+    );
+
+    expect(markup).toContain("Denk mit der KI nach...");
+  });
+
+  test("renders a single message without a tool section when no trace exists", () => {
+    const markup = renderToStaticMarkup(
+      <AgentMessage message={{ id: "assistant-empty", role: "assistant", content: "Hallo" }} />,
+    );
+
+    expect(markup).toContain("Assistant");
+    expect(markup).toContain("Hallo");
+    expect(markup).not.toContain("Werkzeuge verwendet");
+  });
+});

src/components/chat/AgentChat.tsx

@@ -0,0 +1,162 @@
+import {
+  type ChangeEvent,
+  type FormEvent,
+  type HTMLAttributes,
+  type ReactNode,
+  type Ref,
+} from "react";
+import { Loader2, Send, Wrench } from "lucide-react";
+import { Button } from "@/components/ui/button";
+import { cn } from "@/lib/utils";
+import {
+  getToolTraceSummary,
+  type AgentChatMessage,
+  type AgentToolTrace,
+} from "./agentChatModel";
+export type { AgentChatMessage, AgentToolTrace } from "./agentChatModel";
+
+type AgentConversationProps = HTMLAttributes<HTMLDivElement> & {
+  messages: AgentChatMessage[];
+  isSubmitting?: boolean;
+  scrollRef?: Ref<HTMLDivElement>;
+};
+
+type AgentMessageProps = HTMLAttributes<HTMLDivElement> & {
+  message: AgentChatMessage;
+};
+
+type AgentPromptInputProps = {
+  value: string;
+  placeholder: string;
+  disabled: boolean;
+  isSubmitting: boolean;
+  onChange: (value: string) => void;
+  onSubmit: (event: FormEvent<HTMLFormElement>) => void;
+};
+
+export function AgentConversation({
+  messages,
+  isSubmitting = false,
+  scrollRef,
+  className,
+  ...props
+}: AgentConversationProps) {
+  return (
+    <section
+      aria-label="Chatverlauf"
+      className={cn("h-[52vh] overflow-y-auto rounded-md border bg-background", className)}
+      ref={scrollRef}
+      {...props}
+    >
+      <div className="space-y-3 p-3">
+        {messages.map((message) => (
+          <AgentMessage key={message.id} message={message} />
+        ))}
+        {isSubmitting && <AgentThinkingIndicator />}
+      </div>
+    </section>
+  );
+}
+
+export function AgentMessage({ message, className, ...props }: AgentMessageProps) {
+  const isUser = message.role === "user";
+
+  return (
+    <article
+      className={cn(
+        "flex w-full",
+        isUser ? "justify-end" : "justify-start",
+        className,
+      )}
+      {...props}
+    >
+      <div
+        className={cn(
+          "max-w-[min(100%,46rem)] rounded-lg border px-3 py-2 text-sm",
+          isUser ? "bg-muted/60" : "bg-card text-card-foreground",
+        )}
+      >
+        <p className="text-[0.7rem] font-medium uppercase text-muted-foreground">
+          {isUser ? "User" : "Assistant"}
+        </p>
+        <p className="mt-1 whitespace-pre-wrap leading-6">{message.content}</p>
+        {!isUser && message.toolTrace && message.toolTrace.length > 0 && (
+          <AgentToolTracePanel toolTrace={message.toolTrace} />
+        )}
+      </div>
+    </article>
+  );
+}
+
+function AgentToolTracePanel({ toolTrace }: { toolTrace: AgentToolTrace[] }) {
+  return (
+    <details className="mt-3 rounded-md border bg-muted/30 px-2 py-1.5">
+      <summary className="flex cursor-pointer list-none items-center gap-2 text-xs font-medium text-muted-foreground">
+        <Wrench className="h-3.5 w-3.5" />
+        {getToolTraceSummary(toolTrace)}
+      </summary>
+      <div className="mt-2 space-y-2">
+        {toolTrace.map((tool, toolIndex) => (
+          <div key={`${tool.name}-${toolIndex}`} className="rounded-md bg-background/80 p-2 text-xs">
+            <p className="font-medium text-foreground">{tool.name}</p>
+            <ToolTraceLine label="Eingabe" value={tool.inputSummary} />
+            <ToolTraceLine label="Ergebnis" value={tool.resultSummary} />
+          </div>
+        ))}
+      </div>
+    </details>
+  );
+}
+
+function ToolTraceLine({ label, value }: { label: ReactNode; value: ReactNode }) {
+  return (
+    <p className="mt-1 text-muted-foreground">
+      <span className="font-medium text-foreground">{label}: </span>
+      {value}
+    </p>
+  );
+}
+
+function AgentThinkingIndicator() {
+  return (
+    <div className="flex items-center gap-2 px-1 text-sm text-muted-foreground">
+      <Loader2 className="h-4 w-4 animate-spin" />
+      Denk mit der KI nach...
+    </div>
+  );
+}
+
+export function AgentPromptInput({
+  value,
+  placeholder,
+  disabled,
+  isSubmitting,
+  onChange,
+  onSubmit,
+}: AgentPromptInputProps) {
+  const submitDisabled = disabled || value.trim().length === 0;
+  const handleChange = (event: ChangeEvent<HTMLTextAreaElement>) => onChange(event.target.value);
+
+  return (
+    <form
+      className="rounded-lg border bg-card p-2 shadow-sm"
+      aria-label="Chatnachricht senden"
+      onSubmit={onSubmit}
+    >
+      <div className="flex items-end gap-2">
+        <textarea
+          className="min-h-11 flex-1 resize-none bg-transparent px-2 py-2 text-sm leading-6 outline-none placeholder:text-muted-foreground disabled:cursor-not-allowed disabled:opacity-60"
+          value={value}
+          onChange={handleChange}
+          placeholder={placeholder}
+          disabled={disabled}
+          rows={1}
+        />
+        <Button type="submit" disabled={submitDisabled} className="shrink-0">
+          {isSubmitting ? <Loader2 className="h-4 w-4 animate-spin" /> : <Send className="h-4 w-4" />}
+          {isSubmitting ? "Antwort laeuft" : "Senden"}
+        </Button>
+      </div>
+    </form>
+  );
+}

src/components/chat/agentChatModel.ts

@@ -0,0 +1,17 @@
+export type AgentToolTrace = {
+  name: string;
+  inputSummary: string;
+  resultSummary: string;
+};
+
+export type AgentChatMessage = {
+  id: string;
+  role: "user" | "assistant";
+  content: string;
+  toolTrace?: AgentToolTrace[];
+};
+
+export function getToolTraceSummary(toolTrace: AgentToolTrace[] | undefined) {
+  if (!toolTrace || toolTrace.length === 0) return "Keine Werkzeuge";
+  return `${toolTrace.length} ${toolTrace.length === 1 ? "Werkzeug" : "Werkzeuge"} verwendet`;
+}

src/pages/SavingsChatPage.tsx

@@ -1,14 +1,17 @@
 import { type FormEvent, useEffect, useMemo, useRef, useState } from "react";
 import { useAction, useMutation, usePaginatedQuery, useQuery } from "convex/react";
-import { MessageCircle, Send, Loader2 } from "lucide-react";
+import { MessageCircle } from "lucide-react";
 import { api } from "../../convex/_generated/api";
 import type { Id } from "../../convex/_generated/dataModel";
 import { useAccountFilterId } from "@/components/layout/AccountFilter";
 import { useFilters } from "@/context/FilterContext";
-import { Button } from "@/components/ui/button";
-import { Input } from "@/components/ui/input";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Separator } from "@/components/ui/separator";
+import {
+  AgentConversation,
+  AgentPromptInput,
+  type AgentChatMessage,
+} from "@/components/chat/AgentChat";
 import { ChatHistory, type ChatHistoryItem } from "@/components/chat/ChatHistory";
 import { toast } from "sonner";
 
@@ -163,6 +166,18 @@ export function SavingsChatPage() {
     [messagesQuery.results],
   );
   const displayMessages = activeSessionId && messages.length > 0 ? messages : fallbackMessages;
+  const agentMessages: AgentChatMessage[] = useMemo(
+    () =>
+      displayMessages.map((message) => ({
+        id: message._id,
+        role: message.role,
+        content: message.content,
+        ...(message.role === "assistant" && message.toolTrace
+          ? { toolTrace: message.toolTrace }
+          : {}),
+      })),
+    [displayMessages],
+  );
 
   const context = useQuery(api.savingsChat.getContext, {
     from,
@@ -186,8 +201,6 @@ export function SavingsChatPage() {
       ? legacyImportResult.importedCount
       : 0;
 
-  const buttonDisabled = isSubmitting || draft.trim().length === 0 || !activeSessionId;
-
   const formatAmount = (amount: number) =>
     new Intl.NumberFormat("de-DE", {
       style: "currency",
@@ -353,60 +366,20 @@ export function SavingsChatPage() {
           </CardContent>
         </Card>
 
-        <Card>
+        <AgentConversation
-          <CardContent className="p-4">
+          messages={agentMessages}
-            <div className="h-[52vh] overflow-y-auto" ref={listRef}>
+          isSubmitting={isSubmitting}
-              <div className="space-y-3">
+          scrollRef={listRef}
-                {displayMessages.map((message) => (
+        />
-                  <div
+
-                    key={message._id}
+        <AgentPromptInput
-                    className={`rounded-lg border p-3 ${
+          value={draft}
-                      message.role === "user" ? "bg-muted/50" : "bg-background"
+          onChange={setDraft}
-                    }`}
+          onSubmit={submit}
-                  >
+          placeholder={activeSession ? "Welche Auswertung soll ich machen?" : "Chat wird vorbereitet..."}
-                    <p className="text-xs uppercase text-muted-foreground">{message.role}</p>
+          disabled={isSubmitting || !activeSessionId}
-                    <p className="whitespace-pre-wrap text-sm">{message.content}</p>
+          isSubmitting={isSubmitting}
-                    {message.role === "assistant" && message.toolTrace && message.toolTrace.length > 0 && (
-                      <div className="mt-3 rounded-md border bg-muted/30 p-2">
-                        <p className="text-xs font-medium text-muted-foreground">
-                          Verwendete Werkzeuge
-                        </p>
-                        <div className="mt-2 space-y-2">
-                          {message.toolTrace.map((tool, toolIndex) => (
-                            <div key={`${tool.name}-${toolIndex}`} className="text-xs">
-                              <p className="font-medium">{tool.name}</p>
-                              <p className="text-muted-foreground">{tool.resultSummary}</p>
-                            </div>
-                          ))}
-                        </div>
-                      </div>
-                    )}
-                  </div>
-                ))}
-                {isSubmitting && (
-                  <div className="flex items-center gap-2 text-sm text-muted-foreground">
-                    <Loader2 className="h-4 w-4 animate-spin" />
-                    Denk mit der KI nach…
-                  </div>
-                )}
-              </div>
-            </div>
-          </CardContent>
-        </Card>
-
-        <form className="flex gap-2" onSubmit={submit}>
-          <Input
-            value={draft}
-            onChange={(event) => setDraft(event.target.value)}
-            placeholder={activeSession ? "Welche Auswertung soll ich machen?" : "Chat wird vorbereitet…"}
-            disabled={isSubmitting || !activeSessionId}
-            autoFocus
         />
-          <Button type="submit" disabled={buttonDisabled}>
-            <Send className="h-4 w-4" />
-            Senden
-          </Button>
-        </form>
 
         <Separator />
         <p className="text-xs text-muted-foreground">