obsidian-plugin/logancyang_obsidian-copilot

mirror of https://github.com/logancyang/obsidian-copilot.git synced 2026-07-22 07:50:24 +00:00

* Implement inline citation for vault search for both vault QA and Plus chains

refactor: enhance citation utilities and improve source handling in chain runners

- Introduced new utility functions for citation management, including sanitization and formatting of source catalogs.
- Updated CopilotPlusChainRunner and VaultQAChainRunner to utilize the new citation utilities for improved citation handling.
- Enhanced ChatSingleMessage component to consolidate duplicate sources and ensure accurate citation numbering.
- Added comprehensive tests for citation utilities to ensure functionality and edge case handling.

refactor: dedupe chunks for unique titles in search tool sources

refactor: enhance citation handling in CopilotPlus and VaultQA chain runners

- Introduced a sanitization function to remove pre-existing citation markers from document content, preventing number leakage.
- Updated the formatting of retrieved documents in VaultQA to utilize the new sanitization function for cleaner output.
- Improved footnote renumbering logic in ChatSingleMessage to prioritize first-mention order, ensuring accurate citation mapping.

refactor: streamline source citation handling in ChatSingleMessage component and enhance web search tool instructions

- Simplified the processing of source links in ChatSingleMessage to use a more efficient mapping approach.
- Updated the web search tool's instruction to clarify the use of footnote-style citations, ensuring compatibility with Markdown formatting.

* feat: add inline citation setting toggle and refactor

- Introduced a new setting to enable inline citations in AI-generated responses, allowing for footnote-style references within the text.
- Updated citation utilities to manage fallback sources and improve citation instructions based on user settings.
- Enhanced CopilotPlusChainRunner and VaultQAChainRunner to utilize the new inline citation feature, ensuring accurate source representation.
- Modified ChatSingleMessage component to process inline citations based on the new setting, improving the display of sources in chat messages.
- Added tests for new citation functionalities to ensure reliability and correctness.

* feat: enhance citation utilities and add tests for normalization

- Introduced the `normalizeCitations` function to improve citation formatting by removing periods after citations and handling footnote references.
- Updated `processInlineCitations` to ensure correct mapping of non-sequential citations and consolidate duplicate sources.
- Added comprehensive tests for the new citation functionalities, ensuring accurate citation processing and representation in AI-generated responses.
- Modified QASettings description for clarity regarding the inline citations feature.

* fix: address critical bug in citation processing for consecutive citations

- Enhanced the `normalizeCitations` function to correctly handle consecutive citations without spaces, ensuring accurate mapping and representation in output.
- Added a test case to replicate and validate the fix for the identified bug, confirming that both citations are processed and displayed correctly.
- Updated existing citation handling logic to improve robustness and prevent unconverted citations in the output.

* refactor: improve citation handling and enhance citation utilities

- Refactored `CopilotPlusChainRunner` to streamline citation source management, replacing `lastCitationLines` with `lastCitationSources` for better clarity and structure.
- Updated the `addFallbackSources` function to handle citation formatting more effectively, ensuring proper display of titles and paths.
- Enhanced the `normalizeCitations` function to support multiple citations in brackets, ensuring correct sorting and mapping of citation numbers.
- Added new test cases to validate the handling of alternate headings, HTML summaries, and multiple citations, improving overall robustness of citation processing.
- Introduced `getWebSearchCitationInstructions` for web-specific citation guidance, enhancing user experience with clear instructions for inline citations.

* fix: move documentations

* refactor: normalize footnote rendering in ChatSingleMessage component

- Introduced `normalizeFootnoteRendering` function to streamline footnote display by removing separators and backreferences, and fixing numbering artifacts.
- Updated `ChatSingleMessage` to utilize the new normalization function, enhancing the clarity and presentation of footnotes in chat messages.
- Added unit tests for `normalizeFootnoteRendering` to ensure proper functionality and handling of various footnote scenarios.

* test: enhance ChatSingleMessage tests and add deduplication tests for search tools

- Updated `ChatSingleMessage.test.tsx` to include `TooltipProvider` for improved rendering context.
- Refactored mock implementation for `obsidian` to streamline testing setup.
- Introduced new test file `SearchTools.dedupe.test.ts` to validate the deduplication logic in search tool sources, ensuring correct handling of duplicate entries while preserving the highest score.
- Added tests to verify deduplication behavior for various scenarios, enhancing overall test coverage and reliability.

2025-09-21 20:03:09 -07:00

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Inline Citation System

This guide explains how inline citations are produced across Copilot Plus, Vault QA, and web search, and how the feature is exercised by automated tests.

Feature Toggle & Surface Area

enableInlineCitations (default true) lives in src/settings/model.ts and is exposed in the QA settings UI (src/settings/v2/components/QASettings.tsx).
The toggle gates prompt instructions, fallback post-processing, and chat rendering. When disabled the system falls back to a collapsible sources list without inline markers.

Pipeline Overview

Retrieval Conditioning
- Both CopilotPlusChainRunner.prepareLocalSearchResult and VaultQAChainRunner sanitize note content with sanitizeContentForCitations to strip stray [^n]/[n] markers before prompting.
- Retrieved notes receive stable __sourceId values and are serialized with formatSearchResultsForLLM; deduplicateSources keeps the highest-scoring entry per path/title.
- A compact source catalog is built via formatSourceCatalog, and Copilot Plus caches the first 20 entries in lastCitationSources for fallback footnotes.
Prompt Assembly
- CITATION_RULES and WEB_CITATION_RULES live in src/LLMProviders/chainRunner/utils/citationUtils.ts.
- getCitationInstructions (Copilot Plus) and getQACitationInstructionsConditional (Vault QA) append guidance and a source catalog only when inline citations are enabled.
- Web search calls getWebSearchCitationInstructions so external sources emit [title](url) definitions while vault answers stay on [[Note]] links.
Response Safeguards
- addFallbackSources appends a #### Sources block when the model produced inline markers but no definitions. Detection relies on hasExistingCitations, which now accepts alternate headings (e.g., ## Sources, Sources -) and <summary>Sources</summary> blocks.
- Copilot Plus passes structured lastCitationSources into the fallback helper; Vault QA derives titles from the retriever output.
Chat Rendering
- src/components/chat-components/ChatSingleMessage.tsx always pipes assistant messages through processInlineCitations.
- The helper extracts the trailing sources section, builds a first-mention map with buildCitationMap, normalizes references (normalizeCitations) so constructs like [^7][^8] become [1][2], and converts definitions (convertFootnoteDefinitions) into clickable wiki links or Markdown anchors.
- Duplicate definitions collapse via consolidateDuplicateSources + updateCitationsForConsolidation, keeping numbering stable. When the sources block is not footnote formatted or citations are disabled, the renderer falls back to a simple <details> list.

Testing

src/LLMProviders/chainRunner/utils/citationUtils.test.ts
- Sanitization, catalog formatting, and fallback insertion.
- hasExistingCitations coverage for markdown headings, plain Sources labels, and <summary> wrappers.
- Regression suites for non-sequential citations, duplicate source consolidation, and consecutive markers ([^7][^8]).
src/LLMProviders/chainRunner/utils/searchResultUtils.test.ts
- Ensures retrieved documents are serialized with stable IDs and filtered for includeInContext before prompting.
src/tools/ToolResultFormatter.test.ts
- Verifies the local search tool emits JSON with the { type: "local_search", documents: [...] } shape expected by the chain runners.

Manual QA Checklist

Vault QA turn using only local search: confirm inline [1] markers and numbered sources render without duplication.
Mixed Copilot Plus turn (local search + another tool): ensure fallback still works if the model omits the sources block.
Web search answer: verify footnote definitions render as [title](url) links when citations are enabled.

Watchlist

sanitizeContentForCitations intentionally strips bracketed numbers; keep an eye on domains (math, law) where literal [1990] values might be desirable.
Inline citations remain model-dependent. addFallbackSources guarantees a sources list, but the UI still reflects whatever inline markers the provider returns.

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