Add chat sources and citations

convex/savingsChat.ts

@@ -46,8 +46,12 @@ type ChatAskResult = {
   usedTransactions: number;
   usedBalance: { income: number; expenses: number; balance: number };
   toolTrace: ToolTrace[];
+  sources: ChatSource[];
+  citations: ChatCitation[];
 };
 type ToolTrace = { name: string; inputSummary: string; resultSummary: string };
+type ChatSource = { id: string; title: string; description?: string };
+type ChatCitation = { marker: string; sourceId: string };
 type TransactionTypeFilter = "income" | "expense";
 type CategoryFilterStatus = "resolved" | "unresolved" | "ambiguous";
 type CategoryFilterDiagnostic = {
@@ -287,6 +291,15 @@ const toolTraceValidator = v.object({
   inputSummary: v.string(),
   resultSummary: v.string(),
 });
+const sourceValidator = v.object({
+  id: v.string(),
+  title: v.string(),
+  description: v.optional(v.string()),
+});
+const citationValidator = v.object({
+  marker: v.string(),
+  sourceId: v.string(),
+});
 
 const toolScopeValidator = v.object(contextArgsValidator);
 
@@ -1831,6 +1844,29 @@ export function buildToolTraceFromSteps(steps: unknown[]): ToolTrace[] {
   return trace;
 }
 
+export function buildSourcesFromToolTrace(toolTrace: ToolTrace[]): ChatSource[] {
+  return toolTrace.map((trace, index) => ({
+    id: `tool-${index + 1}`,
+    title: trace.name,
+    description: trace.resultSummary,
+  }));
+}
+
+export function buildCitationsFromSources(sources: ChatSource[]): ChatCitation[] {
+  return sources.map((source, index) => ({
+    marker: `${index + 1}`,
+    sourceId: source.id,
+  }));
+}
+
+function appendMissingCitationMarkers(answer: string, citations: ChatCitation[]): string {
+  const missingMarkers = citations
+    .map((citation) => citation.marker)
+    .filter((marker) => !answer.includes(`[${marker}]`));
+  if (missingMarkers.length === 0) return answer;
+  return `${answer.trimEnd()} ${missingMarkers.map((marker) => `[${marker}]`).join(" ")}`;
+}
+
 const transactionToolInputSchema = z.object({
   from: z.string().optional().describe("Optionales Startdatum im Format YYYY-MM-DD."),
   to: z.string().optional().describe("Optionales Enddatum im Format YYYY-MM-DD."),
@@ -2073,16 +2109,21 @@ async function generateSavingsChatResponse(
         tools: savingsTools,
         stopWhen: stepCountIs(5),
       });
+      const toolTrace = buildToolTraceFromSteps(result.steps);
+      const sources = buildSourcesFromToolTrace(toolTrace);
+      const citations = buildCitationsFromSources(sources);
       return {
         model: modelName,
-        answer: result.text,
+        answer: appendMissingCitationMarkers(result.text, citations),
         usedTransactions: selectedSummary.totals.transactionCount,
         usedBalance: {
           income: selectedSummary.totals.income,
           expenses: selectedSummary.totals.expenses,
           balance: selectedSummary.totals.balance,
         },
-        toolTrace: buildToolTraceFromSteps(result.steps),
+        toolTrace,
+        sources,
+        citations,
       };
     } catch (error) {
       lastError = error;
@@ -2114,6 +2155,8 @@ export const ask = action({
       balance: v.number(),
     }),
     toolTrace: v.array(toolTraceValidator),
+    sources: v.array(sourceValidator),
+    citations: v.array(citationValidator),
   }),
   handler: async (ctx, args): Promise<ChatAskResult> => {
     return await generateSavingsChatResponse(ctx, {
@@ -2145,6 +2188,8 @@ export const sendMessage = action({
       balance: v.number(),
     }),
     toolTrace: v.array(toolTraceValidator),
+    sources: v.array(sourceValidator),
+    citations: v.array(citationValidator),
   }),
   handler: async (ctx, args): Promise<ChatAskResult> => {
     const content = args.content.trim();
@@ -2183,6 +2228,8 @@ export const sendMessage = action({
       sessionId: args.sessionId,
       content: response.answer,
       toolTrace: response.toolTrace,
+      sources: response.sources,
+      citations: response.citations,
     });
     return response;
   },