diff --git a/surfsense_backend/alembic/versions/166_add_chunk_char_spans.py b/surfsense_backend/alembic/versions/166_add_chunk_char_spans.py
new file mode 100644
index 000000000..336711612
--- /dev/null
+++ b/surfsense_backend/alembic/versions/166_add_chunk_char_spans.py
@@ -0,0 +1,31 @@
+"""add chunks.start_char/end_char for citation offsets
+
+Char offsets into the document's source_markdown (half-open span) let citations
+resolve the exact passage a chunk came from. Nullable because historical rows
+have no span; they populate on the next connector sync or user edit/reindex.
+
+No backfill: a bulk UPDATE of every chunk on a large HNSW-indexed table rewrites
+every secondary index per row (see migration 165 for the same reasoning).
+
+Revision ID: 166
+Revises: 165
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+
+revision: str = "166"
+down_revision: str | None = "165"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+ op.execute("ALTER TABLE chunks ADD COLUMN IF NOT EXISTS start_char INTEGER;")
+ op.execute("ALTER TABLE chunks ADD COLUMN IF NOT EXISTS end_char INTEGER;")
+
+
+def downgrade() -> None:
+ op.execute("ALTER TABLE chunks DROP COLUMN IF EXISTS end_char;")
+ op.execute("ALTER TABLE chunks DROP COLUMN IF EXISTS start_char;")
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/middleware/kb_persistence/middleware.py b/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/middleware/kb_persistence/middleware.py
index a6c83a7d4..d66e9073c 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/middleware/kb_persistence/middleware.py
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/middleware/kb_persistence/middleware.py
@@ -18,7 +18,6 @@ skipped (e.g. client disconnect).
from __future__ import annotations
-import asyncio
import logging
from datetime import UTC, datetime
from typing import Any
@@ -58,9 +57,8 @@ from app.db import (
FolderRevision,
shielded_async_session,
)
-from app.indexing_pipeline.document_chunker import chunk_text
+from app.indexing_pipeline.cache.cached_indexing import build_chunk_embeddings
from app.utils.document_converters import (
- embed_texts,
generate_content_hash,
generate_unique_identifier_hash,
)
@@ -234,24 +232,23 @@ async def _create_document(
session.add(doc)
await session.flush()
- summary_embedding = (await asyncio.to_thread(embed_texts, [content]))[0]
+ summary_embedding, chunk_embeddings = await build_chunk_embeddings(
+ content, use_code_chunker=False
+ )
doc.embedding = summary_embedding
- chunks = chunk_text(content)
- if chunks:
- chunk_embeddings = await asyncio.to_thread(embed_texts, chunks)
- session.add_all(
- [
- Chunk(
- document_id=doc.id,
- content=text,
- embedding=embedding,
- position=i,
- )
- for i, (text, embedding) in enumerate(
- zip(chunks, chunk_embeddings, strict=True)
- )
- ]
- )
+ session.add_all(
+ [
+ Chunk(
+ document_id=doc.id,
+ content=sl.text,
+ embedding=embedding,
+ position=i,
+ start_char=sl.start_char,
+ end_char=sl.end_char,
+ )
+ for i, (sl, embedding) in enumerate(chunk_embeddings)
+ ]
+ )
return doc
@@ -287,26 +284,25 @@ async def _update_document(
search_space_id,
)
- summary_embedding = (await asyncio.to_thread(embed_texts, [content]))[0]
+ summary_embedding, chunk_embeddings = await build_chunk_embeddings(
+ content, use_code_chunker=False
+ )
document.embedding = summary_embedding
await session.execute(delete(Chunk).where(Chunk.document_id == document.id))
- chunks = chunk_text(content)
- if chunks:
- chunk_embeddings = await asyncio.to_thread(embed_texts, chunks)
- session.add_all(
- [
- Chunk(
- document_id=document.id,
- content=text,
- embedding=embedding,
- position=i,
- )
- for i, (text, embedding) in enumerate(
- zip(chunks, chunk_embeddings, strict=True)
- )
- ]
- )
+ session.add_all(
+ [
+ Chunk(
+ document_id=document.id,
+ content=sl.text,
+ embedding=embedding,
+ position=i,
+ start_char=sl.start_char,
+ end_char=sl.end_char,
+ )
+ for i, (sl, embedding) in enumerate(chunk_embeddings)
+ ]
+ )
return document
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/system_prompt/prompts/citations/on.md b/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/system_prompt/prompts/citations/on.md
index 2abd95d5a..8e67615d0 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/system_prompt/prompts/citations/on.md
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/system_prompt/prompts/citations/on.md
@@ -1,42 +1,58 @@
-Citations reach the answer through two channels. Use whichever applies — and
-never invent ids you didn't see. Citation ids are resolved by exact-match
-lookup; a wrong id silently breaks the link, so when in doubt, omit.
+Citations reach the answer through three channels. Use whichever applies, and
+never invent ids you didn't see: ids are matched exactly, so a wrong one
+silently breaks the link — when in doubt, omit. Always write a citation as
+plain `[citation:…]` brackets — no markdown links, no footnote numbers, no
+parentheses.
-### Channel A — chunk blocks injected this turn
+### Channel A — web_search chunk blocks injected this turn
When `web_search` returns `` / `` blocks in this
-turn:
+turn, the chunk `id` is the result's URL:
-1. For each factual statement taken from those chunks, add
- `[citation:chunk_id]` using the **exact** id from a visible
- `` tag. Copy digit-for-digit (or the URL verbatim);
- do not retype from memory.
-2. `` is the parent doc id, **not** a citation source —
- only ids inside `` count.
-3. Multiple chunks → `[citation:id1], [citation:id2]` (comma-separated,
+1. For each factual statement taken from a chunk, add `[citation:]`
+ using the **exact** id from a visible `` tag. Copy the
+ URL verbatim; do not retype it from memory.
+2. Multiple chunks → `[citation:url1], [citation:url2]` (comma-separated,
each id copied individually).
-4. Never invent, normalise, or guess at adjacent ids; if unsure, omit.
-5. Plain brackets only — no markdown links, no footnote numbering.
+3. Never invent, normalise, or guess at a URL; if unsure, omit.
### Channel B — citations relayed by a `task` specialist
-A `task(...)` tool message may contain `[citation:]` markers
-the specialist already attached to its prose. The specialist saw the
-underlying `` blocks; you didn't. So:
+A `task(...)` tool message may contain `[citation:…]` markers the
+specialist already attached to its prose — line citations
+(`[citation:d#L-]`) or chunk ids (`[citation:N]`). The
+specialist read the underlying document and tied each marker to a
+passage; you didn't. So:
1. **Preserve those markers verbatim** in your final answer — do not
reformat, renumber, drop, or wrap them in markdown links. When you
paraphrase a specialist sentence, copy the marker character-for-
- character; do not regenerate the id from memory (LLMs reliably
- corrupt nearby digits).
+ character; do not regenerate it from memory (LLMs reliably corrupt
+ nearby digits).
2. Keep each marker attached to the sentence the specialist attached
it to.
3. Do **not** add new `[citation:…]` markers of your own to a
specialist's prose; if a fact has no marker, the specialist
- couldn't tie it to a chunk and neither can you.
+ couldn't tie it to a source and neither can you.
4. When a specialist returns JSON, the citation markers live inside
the prose-bearing fields (e.g. a summary or excerpt). Pull them
along with the surrounding sentence when you quote.
-If neither channel surfaces citation markers this turn, do not fabricate
-them.
+### Channel C — your knowledge base (search hits and `read_file`)
+Knowledge-base facts are cited by line range using the document id:
+`[citation:d#L-]` (a single line is `#L-`).
+
+1. `search_knowledge_base` prints a ready `[citation:d…#L…-…]` token above each
+ matched passage. When that passage supports your point, copy the token
+ verbatim — that is the entire citation.
+2. When you `read_file` a `/documents/...` path, its header gives the
+ `` and an optional `` pointer, and the body is
+ shown with line numbers; cite the lines you actually used. Use `read_file`
+ when you need more context than a search passage shows.
+3. Copy document ids and line numbers exactly as shown — never estimate,
+ shift, or invent them.
+4. Older documents without a numbered body instead show ``
+ blocks; cite those with `[citation:N]`, copying the id exactly.
+
+If none of these channels surfaces a citable source this turn, do not
+fabricate citations.
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/tools/search_knowledge_base.py b/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/tools/search_knowledge_base.py
index 9236e9121..0696dc92e 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/tools/search_knowledge_base.py
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/tools/search_knowledge_base.py
@@ -33,6 +33,7 @@ from app.agents.chat.runtime.path_resolver import (
)
from app.db import Document, shielded_async_session
from app.utils.perf import get_perf_logger
+from app.utils.text_spans import char_span_to_line_range
_perf_log = get_perf_logger()
@@ -56,12 +57,16 @@ _TOOL_DESCRIPTION = (
)
-async def _resolve_virtual_paths(
+async def _resolve_doc_context(
results: list[dict[str, Any]],
*,
search_space_id: int,
-) -> dict[int, str]:
- """Resolve ``Document.id`` -> canonical virtual path for the search hits."""
+) -> tuple[dict[int, str], dict[int, str]]:
+ """Resolve ``Document.id`` -> (canonical virtual path, source_markdown).
+
+ ``source_markdown`` is the canonical body the chunk spans index into; the
+ renderer uses it to turn a chunk's char span into a line range.
+ """
doc_ids = [
doc_id
for doc_id in (
@@ -72,17 +77,24 @@ async def _resolve_virtual_paths(
if isinstance(doc_id, int)
]
if not doc_ids:
- return {}
+ return {}, {}
async with shielded_async_session() as session:
index: PathIndex = await build_path_index(session, search_space_id)
- folder_rows = await session.execute(
- select(Document.id, Document.folder_id).where(
+ rows = await session.execute(
+ select(
+ Document.id, Document.folder_id, Document.source_markdown
+ ).where(
Document.search_space_id == search_space_id,
Document.id.in_(doc_ids),
)
)
- folder_by_doc_id = {row.id: row.folder_id for row in folder_rows.all()}
+ folder_by_doc_id: dict[int, int | None] = {}
+ bodies: dict[int, str] = {}
+ for row in rows.all():
+ folder_by_doc_id[row.id] = row.folder_id
+ if row.source_markdown:
+ bodies[row.id] = row.source_markdown
paths: dict[int, str] = {}
for doc in results:
@@ -97,13 +109,76 @@ async def _resolve_virtual_paths(
folder_id=folder_id if isinstance(folder_id, int) else None,
index=index,
)
- return paths
+ return paths, bodies
+
+
+def _citation_token(chunk: dict[str, Any], body: str | None, doc_id: int | None) -> str:
+ """Ready-to-copy ``[citation:dID#Lstart-end]`` token, or '' without spans."""
+ start = chunk.get("start_char")
+ end = chunk.get("end_char")
+ if (
+ not body
+ or not isinstance(doc_id, int)
+ or not isinstance(start, int)
+ or not isinstance(end, int)
+ ):
+ return ""
+ start_line, end_line = char_span_to_line_range(body, start, end)
+ return f"[citation:d{doc_id}#L{start_line}-{end_line}]"
+
+
+def _render_passage(
+ chunk: dict[str, Any], body: str | None, doc_id: int | None
+) -> str | None:
+ """Render one matched chunk as an indented passage tagged with its token."""
+ content = (chunk.get("content") or "").strip()
+ if not content:
+ return None
+ snippet = content[:_PER_DOC_SNIPPET_CHARS].strip()
+ if len(content) > _PER_DOC_SNIPPET_CHARS:
+ snippet += " ..."
+ indented = snippet.replace("\n", "\n ")
+ token = _citation_token(chunk, body, doc_id)
+ head = f"\n {token}" if token else ""
+ return f"{head}\n {indented}"
+
+
+def _matched_passages(
+ doc: dict[str, Any], body: str | None, doc_id: int | None
+) -> str:
+ """Render the RRF-matched chunks; '' when none can be rendered."""
+ by_id = {
+ c.get("chunk_id"): c
+ for c in (doc.get("chunks") or [])
+ if isinstance(c, dict)
+ }
+ rendered: list[str] = []
+ for chunk_id in doc.get("matched_chunk_ids") or []:
+ chunk = by_id.get(chunk_id)
+ if chunk is None:
+ continue
+ passage = _render_passage(chunk, body, doc_id)
+ if passage:
+ rendered.append(passage)
+ return "".join(rendered)
+
+
+def _fallback_snippet(doc: dict[str, Any]) -> str:
+ """Top-of-document preview, used only when no matched chunk is available."""
+ content = (doc.get("content") or "").strip()
+ if not content:
+ return "\n (no preview available; read the document for details)"
+ snippet = content[:_PER_DOC_SNIPPET_CHARS].strip()
+ if len(content) > _PER_DOC_SNIPPET_CHARS:
+ snippet += " ..."
+ return "\n " + snippet.replace("\n", "\n ")
def _format_hits(
results: list[dict[str, Any]],
*,
paths: dict[int, str],
+ bodies: dict[int, str],
query: str,
) -> str:
"""Render search hits as a compact, model-readable block."""
@@ -124,21 +199,15 @@ def _format_hits(
score = doc.get("score")
score_str = f"{score:.3f}" if isinstance(score, int | float) else "n/a"
path = paths.get(doc_id) if isinstance(doc_id, int) else None
+ body = bodies.get(doc_id) if isinstance(doc_id, int) else None
- header = f"\n{rank}. {title} (type={doc_type}, score={score_str})" + (
+ id_str = f"id={doc_id}, " if isinstance(doc_id, int) else ""
+ header = f"\n{rank}. {title} ({id_str}type={doc_type}, score={score_str})" + (
f"\n path: {path}" if path else ""
)
- content = (doc.get("content") or "").strip()
- if content:
- snippet = content[:_PER_DOC_SNIPPET_CHARS].strip()
- if len(content) > _PER_DOC_SNIPPET_CHARS:
- snippet += " ..."
- body = "\n " + snippet.replace("\n", "\n ")
- else:
- body = "\n (no preview available; read the document for details)"
-
- entry = header + body
+ passages = _matched_passages(doc, body, doc_id if isinstance(doc_id, int) else None)
+ entry = header + (passages or _fallback_snippet(doc))
if total + len(entry) > _MAX_TOTAL_CHARS:
lines.append("\n")
break
@@ -146,8 +215,9 @@ def _format_hits(
total += len(entry)
lines.append(
- "\n\nTo read a full document, delegate to the knowledge_base specialist "
- "with `task`, referencing the path above."
+ "\n\nTo cite a matched passage, copy its [citation:dID#Lstart-end] token "
+ "verbatim. To quote more context or read the full document, delegate to "
+ "the knowledge_base specialist with `task` using the path above."
)
lines.append("\n")
return "".join(lines)
@@ -204,8 +274,10 @@ def create_search_knowledge_base_tool(
top_k=clamped_top_k,
)
- paths = await _resolve_virtual_paths(results, search_space_id=_space_id)
- rendered = _format_hits(results, paths=paths, query=cleaned_query)
+ paths, bodies = await _resolve_doc_context(results, search_space_id=_space_id)
+ rendered = _format_hits(
+ results, paths=paths, bodies=bodies, query=cleaned_query
+ )
matched = _matched_chunk_ids(results)
_perf_log.info(
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/backends/kb_postgres.py b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/backends/kb_postgres.py
index e13196537..e704d5599 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/backends/kb_postgres.py
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/backends/kb_postgres.py
@@ -45,6 +45,10 @@ from sqlalchemy.ext.asyncio import AsyncSession
from app.agents.chat.multi_agent_chat.shared.middleware.filesystem.backends.document_xml import (
build_document_xml,
)
+from app.agents.chat.multi_agent_chat.shared.middleware.filesystem.backends.numbered_document import (
+ build_read_preamble,
+ compute_matched_line_ranges,
+)
from app.agents.chat.runtime.path_resolver import (
DOCUMENTS_ROOT,
build_path_index,
@@ -64,6 +68,12 @@ def _basename(path: str) -> str:
return path.rsplit("/", 1)[-1]
+def _metadata_url(metadata: dict[str, Any]) -> str:
+ return (
+ metadata.get("url") or metadata.get("source") or metadata.get("page_url") or ""
+ )
+
+
def _is_under(child: str, parent: str) -> bool:
"""Return True iff ``child`` is at-or-under ``parent`` (directory semantics)."""
if parent == "/":
@@ -460,8 +470,11 @@ class KBPostgresBackend(BackendProtocol):
loaded = await self._load_file_data(file_path)
if loaded is None:
return f"Error: File '{file_path}' not found"
- file_data, _ = loaded
- return format_read_response(file_data, offset, limit)
+ file_data, _, preamble = loaded
+ body = format_read_response(file_data, offset, limit)
+ if preamble and offset == 0:
+ return preamble + body
+ return body
def read(self, file_path: str, offset: int = 0, limit: int = 2000) -> str: # type: ignore[override]
return asyncio.run(self.aread(file_path, offset, limit))
@@ -469,12 +482,14 @@ class KBPostgresBackend(BackendProtocol):
async def _load_file_data(
self,
path: str,
- ) -> tuple[dict[str, Any], int | None] | None:
+ ) -> tuple[dict[str, Any], int | None, str | None] | None:
"""Lazy-load a virtual KB document into a deepagents ``FileData``.
- Returns ``(file_data, doc_id)`` or ``None`` if the path doesn't map
- to any known document. ``doc_id`` is ``None`` for the synthetic
- anonymous document so the caller doesn't track it as a DB-backed file.
+ Returns ``(file_data, doc_id, preamble)`` or ``None`` if the path
+ doesn't map to any known document. ``doc_id`` is ``None`` for the
+ synthetic anonymous document. ``preamble`` is the metadata header to
+ show above a numbered ``source_markdown`` body (``None`` for the legacy
+ chunk-reconstructed XML reads used when a document has no body).
"""
anon = self._kb_anon_doc()
if anon and str(anon.get("path") or "") == path:
@@ -492,7 +507,7 @@ class KBPostgresBackend(BackendProtocol):
}
xml = build_document_xml(doc_payload, matched_chunk_ids=set())
file_data = create_file_data(xml)
- return file_data, None
+ return file_data, None, None
if not path.startswith(DOCUMENTS_ROOT):
return None
@@ -505,41 +520,58 @@ class KBPostgresBackend(BackendProtocol):
)
if document is None:
return None
- chunk_rows = await session.execute(
- select(Chunk.id, Chunk.content)
- .where(Chunk.document_id == document.id)
- .order_by(Chunk.position, Chunk.id)
- )
- chunks = [
- {"chunk_id": row.id, "content": row.content} for row in chunk_rows.all()
- ]
-
- doc_payload = {
- "document_id": document.id,
- "chunks": chunks,
- "matched_chunk_ids": list(self._matched_chunk_ids(document.id)),
- "document": {
- "id": document.id,
- "title": document.title,
- "document_type": (
- document.document_type.value
- if getattr(document, "document_type", None) is not None
- else "UNKNOWN"
- ),
- "metadata": dict(document.document_metadata or {}),
- },
- "source": (
+ source_markdown = document.source_markdown or ""
+ document_type = (
document.document_type.value
if getattr(document, "document_type", None) is not None
else "UNKNOWN"
- ),
+ )
+ metadata = dict(document.document_metadata or {})
+ chunk_rows = await session.execute(
+ select(Chunk.id, Chunk.content, Chunk.start_char, Chunk.end_char)
+ .where(Chunk.document_id == document.id)
+ .order_by(Chunk.position, Chunk.id)
+ )
+ chunk_records = chunk_rows.all()
+ document_id = document.id
+ document_title = document.title
+
+ matched = self._matched_chunk_ids(document_id)
+
+ # Canonical read: serve the verbatim body with cat -n line numbers that
+ # line up with chunk char spans, so the agent cites real source lines.
+ if source_markdown:
+ ranges = compute_matched_line_ranges(
+ source_markdown,
+ [(r.id, r.start_char, r.end_char) for r in chunk_records],
+ matched,
+ )
+ preamble = build_read_preamble(
+ document_id=document_id,
+ document_type=document_type,
+ title=document_title,
+ url=_metadata_url(metadata),
+ matched_line_ranges=ranges,
+ )
+ return create_file_data(source_markdown), document_id, preamble
+
+ # Legacy fallback: no canonical body, reconstruct from chunks as XML.
+ doc_payload = {
+ "document_id": document_id,
+ "chunks": [
+ {"chunk_id": r.id, "content": r.content} for r in chunk_records
+ ],
+ "matched_chunk_ids": list(matched),
+ "document": {
+ "id": document_id,
+ "title": document_title,
+ "document_type": document_type,
+ "metadata": metadata,
+ },
+ "source": document_type,
}
- xml = build_document_xml(
- doc_payload,
- matched_chunk_ids=self._matched_chunk_ids(document.id),
- )
- file_data = create_file_data(xml)
- return file_data, document.id
+ xml = build_document_xml(doc_payload, matched_chunk_ids=matched)
+ return create_file_data(xml), document_id, None
# ------------------------------------------------------------------ writes
@@ -571,7 +603,7 @@ class KBPostgresBackend(BackendProtocol):
loaded = await self._load_file_data(file_path)
if loaded is None:
return EditResult(error=f"Error: File '{file_path}' not found")
- file_data, _ = loaded
+ file_data, _, _ = loaded
content = file_data_to_string(file_data)
result = perform_string_replacement(
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/backends/numbered_document.py b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/backends/numbered_document.py
new file mode 100644
index 000000000..ced77096f
--- /dev/null
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/backends/numbered_document.py
@@ -0,0 +1,73 @@
+"""Read preamble for canonical (numbered ``source_markdown``) KB reads.
+
+The KB read tool numbers the body lines ``cat -n`` style, so serving the raw
+``source_markdown`` makes those line numbers line up exactly with the chunk
+char spans and the editor highlight. This module renders the small header the
+agent sees above that body: document identity plus the matched line ranges to
+seek to, and a concrete reminder of the line-citation token shape.
+"""
+
+from __future__ import annotations
+
+from collections.abc import Iterable
+
+from app.utils.text_spans import char_span_to_line_range
+
+
+def _format_range(start: int, end: int) -> str:
+ return f"{start}" if start == end else f"{start}-{end}"
+
+
+def compute_matched_line_ranges(
+ source_markdown: str,
+ chunks: Iterable[tuple[int, int | None, int | None]],
+ matched_chunk_ids: set[int],
+) -> list[tuple[int, int]]:
+ """Map matched chunks to sorted, de-duplicated 1-based line ranges.
+
+ ``chunks`` are ``(chunk_id, start_char, end_char)`` triples. Chunks without
+ spans (legacy rows) are skipped — they have no resolvable location.
+ """
+ ranges: set[tuple[int, int]] = set()
+ for chunk_id, start_char, end_char in chunks:
+ if chunk_id not in matched_chunk_ids:
+ continue
+ if start_char is None or end_char is None:
+ continue
+ ranges.add(char_span_to_line_range(source_markdown, start_char, end_char))
+ return sorted(ranges)
+
+
+def build_read_preamble(
+ *,
+ document_id: int,
+ document_type: str,
+ title: str,
+ url: str,
+ matched_line_ranges: list[tuple[int, int]],
+) -> str:
+ """Render the metadata header shown above a numbered ``source_markdown`` body.
+
+ ``matched_line_ranges`` are 1-based inclusive line ranges (already derived
+ from chunk char spans) to point the agent at the relevant lines.
+ """
+ lines = [
+ "",
+ f" {document_id}",
+ f" {document_type}",
+ f" ",
+ f" ",
+ ]
+ if matched_line_ranges:
+ ranges = ", ".join(_format_range(s, e) for s, e in matched_line_ranges)
+ lines.append(f" {ranges}")
+ lines.append("")
+ lines.append(
+ f"Cite lines from this document as [citation:d{document_id}#L-] "
+ "using the line numbers shown below."
+ )
+ lines.append("")
+ return "\n".join(lines)
+
+
+__all__ = ["build_read_preamble", "compute_matched_line_ranges"]
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/edit_file/index.py b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/edit_file/index.py
index 775469531..036617d8d 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/edit_file/index.py
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/edit_file/index.py
@@ -73,7 +73,7 @@ def create_edit_file_tool(mw: SurfSenseFilesystemMiddleware) -> BaseTool:
loaded = await backend._load_file_data(validated)
if loaded is None:
return f"Error: File '{validated}' not found"
- _, doc_id_to_attach = loaded
+ _, doc_id_to_attach, _ = loaded
res: EditResult = await backend.aedit(
validated, old_string, new_string, replace_all=replace_all
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/move_file/helpers.py b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/move_file/helpers.py
index ded4701f9..be61ca94f 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/move_file/helpers.py
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/move_file/helpers.py
@@ -75,7 +75,7 @@ async def cloud_move_file(
loaded = await backend._load_file_data(source)
if loaded is None:
return f"Error: source '{source}' not found."
- source_file_data, loaded_doc_id = loaded
+ source_file_data, loaded_doc_id, _ = loaded
if source_doc_id is None:
source_doc_id = loaded_doc_id
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/read_file/index.py b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/read_file/index.py
index 5c20619d6..6cbbe6ae5 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/read_file/index.py
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/read_file/index.py
@@ -58,8 +58,10 @@ def create_read_file_tool(mw: SurfSenseFilesystemMiddleware) -> BaseTool:
loaded = await backend._load_file_data(validated)
if loaded is None:
return f"Error: File '{validated}' not found"
- file_data, doc_id = loaded
+ file_data, doc_id, preamble = loaded
rendered = format_read_response(file_data, offset, limit)
+ if preamble and offset == 0:
+ rendered = preamble + rendered
update: dict[str, Any] = {
"files": {validated: file_data},
"messages": [
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/rm/helpers.py b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/rm/helpers.py
index e2e445d08..020200cbd 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/rm/helpers.py
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/shared/middleware/filesystem/tools/rm/helpers.py
@@ -74,7 +74,7 @@ async def cloud_rm(
loaded = await backend._load_file_data(validated)
if loaded is None:
return f"Error: file '{validated}' not found."
- _, resolved_doc_id = loaded
+ _, resolved_doc_id, _ = loaded
files_update: dict[str, Any] = {validated: None}
update: dict[str, Any] = {
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_cloud.md b/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_cloud.md
index c4e36fc73..f377db311 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_cloud.md
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_cloud.md
@@ -35,42 +35,24 @@ Map outcomes to your `status`:
You construct the structured `evidence` fields from your own knowledge of what you called and what you observed — the tools do not return them. Never report values you did not actually see.
-## Chunk citations in your prose
+## Citations in your prose
-When `read_file` returns a KB-indexed document under `/documents/`, the response includes `` blocks. Whenever a fact in your `action_summary` or `evidence.content_excerpt` came from a specific chunk, append `[citation:]` to the sentence stating that fact, using the **exact** id from the `` tag. The caller relays these markers to the end user verbatim, and the UI resolves each id by exact match against the database, so a wrong id silently breaks the citation.
+`read_file` on a KB document under `/documents/` serves it in one of two forms. Cite from whichever you actually see, attach the marker to the sentence in `action_summary` or `evidence.content_excerpt` stating that fact, and list every marker you emit in `evidence.citations`. The caller relays these markers to the end user verbatim, and the UI resolves each by exact match, so a wrong id or line number silently breaks the citation.
-### Where chunk ids live in `read_file` output
+**Numbered body (default).** A `` header gives the `` and an optional `` pointer, then the body is shown with line numbers. Cite the lines a fact came from as `[citation:d#L-]` (a single line is `#L-`).
-A KB document's XML has three numeric attributes — only **one** is a citation source:
-
-```
-
-
- 42 ← NOT a citation. Parent doc id; ignore for citations.
- ...
-
-
- ← Index hint; the same id also appears below.
-
-
-
- ← This is the citation source.
-
-
-
-```
+**Legacy chunk blocks (older docs without a stored body).** The response is XML with `` blocks. Cite the chunk a fact came from as `[citation:N]`, using the **exact** id from a `` tag.
### Rules
-- Use the **exact** id from a `` tag whose content you actually quoted or paraphrased. Copy digit-for-digit; do **not** retype from memory.
-- Before emitting `[citation:N]`, confirm the literal substring `` (or its index twin `chunk_id="N"`) appears in the tool result you are summarising this turn. If you can't see it, omit the citation.
-- Never cite `` — that's the parent doc, not a chunk.
-- Never invent, normalise, shorten, or guess at adjacent ids. If unsure between two candidates, omit rather than pick.
+- Cite only from a passage you actually quoted or paraphrased this turn. Copy document ids, line numbers, and chunk ids character-for-character; never retype from memory.
+- Never cite `` on its own — it identifies the document, not a passage. In the numbered form it is only the `d` prefix of a line citation.
+- Never invent, normalise, shorten, shift, or guess at ids or line numbers. If unsure, omit rather than pick.
- Prefer **fewer accurate citations** over many speculative ones.
-- Multiple chunks supporting the same point → comma-separated and copied individually: `[citation:128], [citation:129]`.
+- Multiple passages supporting the same point → comma-separated and copied individually: `[citation:d42#L14-22], [citation:d42#L31-39]`.
- Plain square brackets only — no markdown links, no parentheses, no footnote numbers.
-- Tool results without `` (write/edit/move confirmations, `ls` / `glob` / `grep` listings, error strings) carry no chunk id and need none.
-- Populate `evidence.chunk_ids` with **only** ids you actually emitted in `[citation:…]` markers — same set, same digits.
+- Tool results with no body passage (write/edit/move confirmations, `ls` / `glob` / `grep` listings, error strings) carry nothing to cite.
+- Populate `evidence.citations` with **only** the markers you actually emitted — same set, same characters.
## Examples
@@ -89,7 +71,7 @@ A KB document's XML has three numeric attributes — only **one** is a citation
"path": "/documents/meetings/2026-05-11-meeting.md",
"matched_candidates": null,
"content_excerpt": null,
- "chunk_ids": null
+ "citations": null
},
"next_step": null,
"missing_fields": null,
@@ -121,7 +103,7 @@ A KB document's XML has three numeric attributes — only **one** is a citation
{ "id": "/documents/design/auth-rework.md", "label": "Auth Rework" }
],
"content_excerpt": null,
- "chunk_ids": null
+ "citations": null
},
"next_step": "Ask the user which design doc to update.",
"missing_fields": ["path"],
@@ -142,7 +124,7 @@ Return **only** one JSON object (no markdown or prose outside it):
"path": string | null,
"matched_candidates": [ { "id": string, "label": string } ] | null,
"content_excerpt": string | null,
- "chunk_ids": string[] | null
+ "citations": string[] | null
},
"next_step": string | null,
"missing_fields": string[] | null,
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_desktop.md b/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_desktop.md
index 25dafa3df..72a921c4f 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_desktop.md
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_desktop.md
@@ -33,11 +33,11 @@ Map outcomes to your `status`:
- Any other `"Error: …"` → `status=error` and relay the tool's message verbatim as `next_step`.
- HITL rejection → `status=blocked` with `next_step="User declined this filesystem action. Do not retry."`.
-You construct the structured `evidence` fields from your own knowledge of what you called and what you observed — the tools do not return them. Never report values you did not actually see. (`chunk_ids` is always `null` in desktop mode — see "Chunk citations in your prose" below.)
+You construct the structured `evidence` fields from your own knowledge of what you called and what you observed — the tools do not return them. Never report values you did not actually see. (`citations` is always `null` in desktop mode — see "Citations in your prose" below.)
-## Chunk citations in your prose
+## Citations in your prose
-In desktop mode your filesystem tools read local files only, and local-file tool results do **not** carry `` tags. Do not emit `[citation:…]` markers in `action_summary` or `evidence.content_excerpt`, and leave `evidence.chunk_ids` `null` — the absolute path is the only reference for local-file work.
+In desktop mode your filesystem tools read local files only, and local-file tool results do **not** carry chunk ids or numbered KB bodies. Do not emit `[citation:…]` markers in `action_summary` or `evidence.content_excerpt`, and leave `evidence.citations` `null` — the absolute path is the only reference for local-file work.
## Examples
@@ -56,7 +56,7 @@ In desktop mode your filesystem tools read local files only, and local-file tool
"path": "/notes/meetings/2026-05-11-meeting.md",
"matched_candidates": null,
"content_excerpt": null,
- "chunk_ids": null
+ "citations": null
},
"next_step": null,
"missing_fields": null,
@@ -88,7 +88,7 @@ In desktop mode your filesystem tools read local files only, and local-file tool
{ "id": "/projects/web/design/auth-rework.md", "label": "Auth Rework" }
],
"content_excerpt": null,
- "chunk_ids": null
+ "citations": null
},
"next_step": "Ask the user which design doc to update.",
"missing_fields": ["path"],
@@ -109,7 +109,7 @@ Return **only** one JSON object (no markdown or prose outside it):
"path": string | null,
"matched_candidates": [ { "id": string, "label": string } ] | null,
"content_excerpt": string | null,
- "chunk_ids": string[] | null
+ "citations": string[] | null
},
"next_step": string | null,
"missing_fields": string[] | null,
diff --git a/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_readonly_cloud.md b/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_readonly_cloud.md
index c7813e71d..f0aa8403e 100644
--- a/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_readonly_cloud.md
+++ b/surfsense_backend/app/agents/chat/multi_agent_chat/subagents/builtins/knowledge_base/system_prompt_readonly_cloud.md
@@ -28,41 +28,21 @@ Reply in plain prose:
- If the workspace does not contain the requested information, say so explicitly. Do not fabricate paths or content.
- If the question is genuinely ambiguous after a thorough lookup, list the candidates with their paths and stop.
-## Chunk citations
+## Citations
-When the evidence for a claim came from a `read_file` response that included `` blocks (i.e. a KB-indexed document under `/documents/`), append `[citation:]` to the sentence stating that claim. The caller passes these markers through to the end user verbatim, and the UI resolves each id by exact match against the database, so a wrong id silently breaks the citation.
+`read_file` on a KB document under `/documents/` serves it in one of two forms; cite a claim from whichever you actually see, alongside the path. The caller passes these markers through to the end user verbatim, and the UI resolves each by exact match, so a wrong id or line number silently breaks the citation.
-### Where chunk ids live in `read_file` output
-
-A KB document's XML has three numeric attributes — only **one** is a citation source:
-
-```
-
-
- 42 ← NOT a citation. Parent doc id; ignore for citations.
- ...
-
-
- ← Index hint; the same id also appears below.
-
-
-
- ← This is the citation source.
-
-
-
-```
+- **Numbered body (default).** A `` header gives the ``, and the body is shown with line numbers. Cite the lines a claim came from as `[citation:d#L-]` (a single line is `#L-`).
+- **Legacy chunk blocks (older docs).** XML with `` blocks. Cite the chunk a claim came from as `[citation:N]`.
### Rules
-- Use the **exact** id from a `` tag whose content you actually quoted or paraphrased. Copy digit-for-digit; do **not** retype from memory.
-- Before emitting `[citation:N]`, confirm the literal substring `` (or its index twin `chunk_id="N"`) appears in the tool result you are summarising this turn. If you can't see it, omit the citation.
-- Never cite `` — that's the parent doc, not a chunk.
-- Never invent, normalise, shorten, or guess at adjacent ids. If unsure between two candidates, omit rather than pick.
-- Prefer **fewer accurate citations** over many speculative ones. One correct `[citation:128]` is more useful than a string of wrong ids.
-- Multiple chunks supporting the same point → comma-separated and copied individually: `[citation:128], [citation:129]`.
+- Copy document ids, line numbers, and chunk ids character-for-character; never retype from memory. If you cannot see the id/lines for a claim, omit the citation.
+- Never cite `` on its own — in the numbered form it is only the `d` prefix of a line citation.
+- Never invent, normalise, shorten, shift, or guess. Prefer **fewer accurate citations** over many speculative ones.
+- Multiple passages supporting the same point → comma-separated and copied individually.
- Plain square brackets only — no markdown links, no parentheses, no footnote numbers.
-- If a claim came from a tool result that did **not** carry a chunk id (`ls`, `glob`, `grep` listings, error strings, or files without ``), skip the citation.
-- The absolute path under `/documents/` is always required; chunk citations are additive, they do not replace the path reference.
+- Listings (`ls` / `glob` / `grep`), error strings, and files without either form carry nothing to cite.
+- The absolute path under `/documents/` is always required; citations are additive, they do not replace the path reference.
-Example: `The Q2 roadmap lists three milestones (/documents/planning/q2-roadmap.md) [citation:128], [citation:129].`
+Example: `The Q2 roadmap lists three milestones (/documents/planning/q2-roadmap.md) [citation:d42#L3-9].`
diff --git a/surfsense_backend/app/config/__init__.py b/surfsense_backend/app/config/__init__.py
index 63be54654..c8eb33b8f 100644
--- a/surfsense_backend/app/config/__init__.py
+++ b/surfsense_backend/app/config/__init__.py
@@ -953,8 +953,9 @@ class Config:
os.getenv("EMBEDDING_CACHE_ENABLED", "false").strip().lower() == "true"
)
# Bump to invalidate every cached embedding set after a chunker change.
+ # v2: chunks became exact (raw) slices of source_markdown for citation spans.
EMBEDDING_CACHE_CHUNKER_VERSION = int(
- os.getenv("EMBEDDING_CACHE_CHUNKER_VERSION", "1")
+ os.getenv("EMBEDDING_CACHE_CHUNKER_VERSION", "2")
)
EMBEDDING_CACHE_TTL_DAYS = int(os.getenv("EMBEDDING_CACHE_TTL_DAYS", "90"))
EMBEDDING_CACHE_MAX_TOTAL_MB = int(
diff --git a/surfsense_backend/app/db.py b/surfsense_backend/app/db.py
index 3f098d5d2..9aa217d2c 100644
--- a/surfsense_backend/app/db.py
+++ b/surfsense_backend/app/db.py
@@ -1467,6 +1467,11 @@ class Chunk(BaseModel, TimestampMixin):
# ordering reads are document-scoped (covered by ix_chunks_document_id) and
# building a position index on the large chunks table is not worth it.
position = Column(Integer, nullable=False, server_default="0")
+ # Half-open char span into the document's source_markdown the chunk was cut
+ # from. Nullable: historical rows predate spans and populate on reindex.
+ # Invariant for span-aware rows: source_markdown[start_char:end_char] == content.
+ start_char = Column(Integer, nullable=True)
+ end_char = Column(Integer, nullable=True)
document_id = Column(
Integer,
diff --git a/surfsense_backend/app/indexing_pipeline/cache/cached_indexing.py b/surfsense_backend/app/indexing_pipeline/cache/cached_indexing.py
index 95321a229..58872a219 100644
--- a/surfsense_backend/app/indexing_pipeline/cache/cached_indexing.py
+++ b/surfsense_backend/app/indexing_pipeline/cache/cached_indexing.py
@@ -18,23 +18,26 @@ from app.indexing_pipeline.cache.eligibility import is_embedding_cacheable
from app.indexing_pipeline.cache.schemas import CachedChunk, EmbeddingKey, EmbeddingSet
from app.indexing_pipeline.cache.service import EmbeddingCacheService
from app.indexing_pipeline.cache.settings import load_embedding_cache_settings
-from app.indexing_pipeline.document_chunker import chunk_text, chunk_text_hybrid
+from app.indexing_pipeline.document_chunker import ChunkSlice, chunk_markdown_with_spans
from app.indexing_pipeline.document_embedder import embed_texts
from app.observability import metrics
logger = logging.getLogger(__name__)
-ChunkPair = tuple[str, np.ndarray]
+SliceEmbedding = tuple[ChunkSlice, np.ndarray]
async def build_chunk_embeddings(
markdown: str, *, use_code_chunker: bool
-) -> tuple[np.ndarray, list[ChunkPair]]:
- """Return the document-level vector and ordered ``(chunk_text, vector)`` pairs.
+) -> tuple[np.ndarray, list[SliceEmbedding]]:
+ """Return the document-level vector and ordered ``(ChunkSlice, vector)`` pairs.
- Drop-in for the inline chunk+embed step; reuses prior output when the same
- markdown has already been embedded with the current model and chunker.
+ Slices are always recomputed (cheap) so their char spans are exact; only the
+ embeddings are cached, reused when the same markdown was embedded with the
+ current model and chunker.
"""
+ slices = await chunk_slices(markdown, use_code_chunker=use_code_chunker)
+
settings = load_embedding_cache_settings()
chunker_kind = "code" if use_code_chunker else "hybrid"
embedding_dim = getattr(config.embedding_model_instance, "dimension", None)
@@ -45,7 +48,7 @@ async def build_chunk_embeddings(
embedding_dim=embedding_dim,
)
if not cacheable:
- return await _compute(markdown, use_code_chunker=use_code_chunker)
+ return await _compute(markdown, slices)
key = EmbeddingKey(
markdown_sha256=_hash_text(markdown),
@@ -56,31 +59,30 @@ async def build_chunk_embeddings(
)
cached = await _recall(key)
- if cached is not None:
+ if cached is not None and _aligns(cached, slices):
metrics.record_embedding_cache_lookup(
embedding_model=key.embedding_model,
chunker_kind=chunker_kind,
outcome="hit",
)
logger.debug("Embedding cache hit for %s", key.markdown_sha256)
- return cached.summary_embedding, [(c.text, c.embedding) for c in cached.chunks]
+ return cached.summary_embedding, list(
+ zip(slices, (c.embedding for c in cached.chunks), strict=True)
+ )
metrics.record_embedding_cache_lookup(
embedding_model=key.embedding_model, chunker_kind=chunker_kind, outcome="miss"
)
- summary_embedding, chunk_pairs = await _compute(
- markdown, use_code_chunker=use_code_chunker
+ summary_embedding, pairs = await _compute(markdown, slices)
+ await _remember(key, summary_embedding, pairs)
+ return summary_embedding, pairs
+
+
+async def chunk_slices(markdown: str, *, use_code_chunker: bool) -> list[ChunkSlice]:
+ """Chunk markdown into ordered, char-addressed slices off the event loop."""
+ return await asyncio.to_thread(
+ chunk_markdown_with_spans, markdown, use_code_chunker
)
- await _remember(key, summary_embedding, chunk_pairs)
- return summary_embedding, chunk_pairs
-
-
-async def chunk_markdown(markdown: str, *, use_code_chunker: bool) -> list[str]:
- """Chunk markdown into ordered texts with the pipeline's chunker selection."""
- if use_code_chunker:
- return await asyncio.to_thread(chunk_text, markdown, use_code_chunker=True)
- # Table-aware hybrid chunker keeps Markdown tables intact (issue #1334).
- return await asyncio.to_thread(chunk_text_hybrid, markdown)
async def embed_batch(texts: list[str]) -> list[np.ndarray]:
@@ -88,13 +90,19 @@ async def embed_batch(texts: list[str]) -> list[np.ndarray]:
return await asyncio.to_thread(embed_texts, texts)
+def _aligns(cached: EmbeddingSet, slices: list[ChunkSlice]) -> bool:
+ """A hit is only usable if its texts still match the current chunking."""
+ return len(cached.chunks) == len(slices) and all(
+ c.text == s.text for c, s in zip(cached.chunks, slices, strict=True)
+ )
+
+
async def _compute(
- markdown: str, *, use_code_chunker: bool
-) -> tuple[np.ndarray, list[ChunkPair]]:
- chunk_texts = await chunk_markdown(markdown, use_code_chunker=use_code_chunker)
- embeddings = await embed_batch([markdown, *chunk_texts])
+ markdown: str, slices: list[ChunkSlice]
+) -> tuple[np.ndarray, list[SliceEmbedding]]:
+ embeddings = await embed_batch([markdown, *(s.text for s in slices)])
summary_embedding, *chunk_embeddings = embeddings
- return summary_embedding, list(zip(chunk_texts, chunk_embeddings, strict=False))
+ return summary_embedding, list(zip(slices, chunk_embeddings, strict=True))
async def _recall(key: EmbeddingKey) -> EmbeddingSet | None:
@@ -110,14 +118,14 @@ async def _recall(key: EmbeddingKey) -> EmbeddingSet | None:
async def _remember(
- key: EmbeddingKey, summary_embedding: np.ndarray, chunk_pairs: list[ChunkPair]
+ key: EmbeddingKey, summary_embedding: np.ndarray, pairs: list[SliceEmbedding]
) -> None:
try:
from app.tasks.celery_tasks import get_celery_session_maker
embedding_set = EmbeddingSet(
summary_embedding=summary_embedding,
- chunks=[CachedChunk(text=text, embedding=vec) for text, vec in chunk_pairs],
+ chunks=[CachedChunk(text=s.text, embedding=vec) for s, vec in pairs],
)
async with get_celery_session_maker()() as session:
await EmbeddingCacheService(session).remember(key, embedding_set)
diff --git a/surfsense_backend/app/indexing_pipeline/chunk_reconciler.py b/surfsense_backend/app/indexing_pipeline/chunk_reconciler.py
index 9354aeb9f..dd57a44d1 100644
--- a/surfsense_backend/app/indexing_pipeline/chunk_reconciler.py
+++ b/surfsense_backend/app/indexing_pipeline/chunk_reconciler.py
@@ -19,6 +19,9 @@ class ExistingChunk:
id: int
content: str
position: int
+ # Stored char span; None for legacy rows indexed before spans existed.
+ start_char: int | None = None
+ end_char: int | None = None
@dataclass(frozen=True, slots=True)
diff --git a/surfsense_backend/app/indexing_pipeline/document_chunker.py b/surfsense_backend/app/indexing_pipeline/document_chunker.py
index 6ae81b7a8..096624109 100644
--- a/surfsense_backend/app/indexing_pipeline/document_chunker.py
+++ b/surfsense_backend/app/indexing_pipeline/document_chunker.py
@@ -1,16 +1,30 @@
import re
+from dataclasses import dataclass
from app.config import config
# Regex that matches a Markdown table block (header + separator + one or more rows)
# A table block starts with a | at the beginning of a line and ends when a
-# non-table line (or end of string) is encountered.
+# non-table line (or end of string) is encountered. The final row may end at EOF
+# without a trailing newline, so the whole table stays one slice.
_TABLE_BLOCK_RE = re.compile(
- r"(?:(?:^|\n)(?=[ \t]*\|)(?:[ \t]*\|[^\n]*\n)+)",
+ r"(?:(?:^|\n)(?=[ \t]*\|)(?:[ \t]*\|[^\n]*(?:\n|$))+)",
re.MULTILINE,
)
+@dataclass(frozen=True, slots=True)
+class ChunkSlice:
+ """A chunk paired with its half-open char span into the source markdown.
+
+ Invariant: ``markdown[start_char:end_char] == text``.
+ """
+
+ text: str
+ start_char: int
+ end_char: int
+
+
def chunk_text(text: str, use_code_chunker: bool = False) -> list[str]:
"""Chunk a text string using the configured chunker and return the chunk texts."""
chunker = (
@@ -19,41 +33,63 @@ def chunk_text(text: str, use_code_chunker: bool = False) -> list[str]:
return [c.text for c in chunker.chunk(text)]
-def chunk_text_hybrid(text: str) -> list[str]:
- """Table-aware chunker that prevents Markdown tables from being split mid-row.
+def chunk_markdown_with_spans(
+ text: str, use_code_chunker: bool = False
+) -> list[ChunkSlice]:
+ """Chunk markdown into a lossless, contiguous partition of char-addressed slices.
- Algorithm:
- 1. Scan the document for Markdown table blocks.
- 2. Each table block is emitted as a single, unmodified chunk so that its
- header, separator row, and data rows always stay together.
- 3. The non-table prose segments between (and around) tables are passed through
- the normal ``chunk_text`` chunker and their sub-chunks are interleaved in
- document order.
-
- This ensures that table data is never sliced in the middle by the token-based
- chunker, which would otherwise produce garbled rows that are useless for RAG.
-
- Fixes #1334.
+ Tables stay whole (issue #1334) and every slice is an exact substring of
+ ``text``, so ``"".join(s.text) == text`` and ``text[s:e] == s.text``. This is
+ the offset record citations resolve against.
"""
- chunks: list[str] = []
+ if not text:
+ return []
+
+ slices: list[ChunkSlice] = []
cursor = 0
for match in _TABLE_BLOCK_RE.finditer(text):
- # Prose before this table
- prose = text[cursor : match.start()].strip()
- if prose:
- chunks.extend(chunk_text(prose))
-
- # The table itself is kept as one indivisible chunk
- table_block = match.group(0).strip()
- if table_block:
- chunks.append(table_block)
-
+ if match.start() > cursor:
+ slices.extend(
+ _segment_slices(text, cursor, match.start(), use_code_chunker)
+ )
+ slices.append(ChunkSlice(match.group(0), match.start(), match.end()))
cursor = match.end()
- # Remaining prose after the last table (or entire text if no tables)
- trailing = text[cursor:].strip()
- if trailing:
- chunks.extend(chunk_text(trailing))
+ if len(text) > cursor:
+ slices.extend(_segment_slices(text, cursor, len(text), use_code_chunker))
- return chunks
+ return slices
+
+
+def _segment_slices(
+ text: str, start: int, end: int, use_code_chunker: bool
+) -> list[ChunkSlice]:
+ """Sub-chunk one non-table segment into contiguous, char-addressed slices."""
+ chunker = (
+ config.code_chunker_instance if use_code_chunker else config.chunker_instance
+ )
+ segment = text[start:end]
+ chunks = chunker.chunk(segment)
+
+ slices: list[ChunkSlice] = []
+ local = 0
+ for chunk in chunks:
+ # Use the chunker's end offset only as a cut point, then re-slice the
+ # segment ourselves so the result is an exact, gap-free substring.
+ local_end = min(max(chunk.end_index, local), len(segment))
+ if local_end <= local:
+ continue
+ slices.append(
+ ChunkSlice(segment[local:local_end], start + local, start + local_end)
+ )
+ local = local_end
+
+ if local < len(segment):
+ if slices:
+ last = slices[-1]
+ slices[-1] = ChunkSlice(text[last.start_char : end], last.start_char, end)
+ else:
+ slices.append(ChunkSlice(segment[local:], start + local, end))
+
+ return slices
diff --git a/surfsense_backend/app/indexing_pipeline/indexing_pipeline_service.py b/surfsense_backend/app/indexing_pipeline/indexing_pipeline_service.py
index 30ea9d5d6..0cb74089b 100644
--- a/surfsense_backend/app/indexing_pipeline/indexing_pipeline_service.py
+++ b/surfsense_backend/app/indexing_pipeline/indexing_pipeline_service.py
@@ -20,9 +20,10 @@ from app.db import (
DocumentType,
)
from app.indexing_pipeline.cache import build_chunk_embeddings
-from app.indexing_pipeline.cache.cached_indexing import chunk_markdown, embed_batch
-from app.indexing_pipeline.chunk_reconciler import ExistingChunk, reconcile
+from app.indexing_pipeline.cache.cached_indexing import chunk_slices, embed_batch
+from app.indexing_pipeline.chunk_reconciler import ChunkPlan, ExistingChunk, reconcile
from app.indexing_pipeline.connector_document import ConnectorDocument
+from app.indexing_pipeline.document_chunker import ChunkSlice
from app.indexing_pipeline.document_hashing import (
compute_content_hash,
compute_identifier_hash,
@@ -489,12 +490,22 @@ class IndexingPipelineService:
async def _load_existing_chunks(self, document_id: int) -> list[ExistingChunk]:
result = await self.session.execute(
- select(Chunk.id, Chunk.content, Chunk.position).where(
- Chunk.document_id == document_id
- )
+ select(
+ Chunk.id,
+ Chunk.content,
+ Chunk.position,
+ Chunk.start_char,
+ Chunk.end_char,
+ ).where(Chunk.document_id == document_id)
)
return [
- ExistingChunk(id=row.id, content=row.content, position=row.position)
+ ExistingChunk(
+ id=row.id,
+ content=row.content,
+ position=row.position,
+ start_char=row.start_char,
+ end_char=row.end_char,
+ )
for row in result
]
@@ -505,15 +516,21 @@ class IndexingPipelineService:
delete(Chunk).where(Chunk.document_id == document.id)
)
- summary_embedding, chunk_pairs = await build_chunk_embeddings(
+ summary_embedding, slice_pairs = await build_chunk_embeddings(
content,
use_code_chunker=connector_doc.should_use_code_chunker,
)
document.embedding = summary_embedding
return [
- Chunk(content=text, embedding=emb, position=i)
- for i, (text, emb) in enumerate(chunk_pairs)
+ Chunk(
+ content=chunk_slice.text,
+ embedding=emb,
+ position=i,
+ start_char=chunk_slice.start_char,
+ end_char=chunk_slice.end_char,
+ )
+ for i, (chunk_slice, emb) in enumerate(slice_pairs)
]
async def _reindex_incrementally(
@@ -525,35 +542,39 @@ class IndexingPipelineService:
) -> int:
"""Edit path: keep rows whose text survived, embed only new texts.
- Unchanged rows keep their embedding and their HNSW/GIN index entries;
- moved rows get a position-only UPDATE, which touches neither index.
+ Unchanged rows keep their embedding and their HNSW/GIN index entries. An
+ edit can shift a kept chunk's char span without changing its text, so
+ every kept row's position and span are refreshed whenever they drift.
"""
- new_texts = await chunk_markdown(
+ slices = await chunk_slices(
content, use_code_chunker=connector_doc.should_use_code_chunker
)
+ new_texts = [s.text for s in slices]
plan = reconcile(existing, new_texts)
# One batch: the document-level summary vector plus the missing chunks.
embeddings = await embed_batch([content, *[t for _, t in plan.to_embed]])
summary_embedding, *new_embeddings = embeddings
- if plan.reused:
- await self.session.execute(
- update(Chunk),
- [{"id": cid, "position": pos} for cid, pos in plan.reused],
- )
if plan.to_delete:
await self.session.execute(
delete(Chunk).where(Chunk.id.in_(plan.to_delete))
)
+
+ span_updates = self._kept_row_span_updates(existing, slices, plan)
+ if span_updates:
+ await self.session.execute(update(Chunk), span_updates)
+
self.session.add_all(
Chunk(
- content=text,
+ content=slices[pos].text,
embedding=emb,
position=pos,
+ start_char=slices[pos].start_char,
+ end_char=slices[pos].end_char,
document_id=document.id,
)
- for (pos, text), emb in zip(plan.to_embed, new_embeddings, strict=True)
+ for (pos, _text), emb in zip(plan.to_embed, new_embeddings, strict=True)
)
document.embedding = summary_embedding
@@ -564,6 +585,36 @@ class IndexingPipelineService:
)
return len(new_texts)
+ @staticmethod
+ def _kept_row_span_updates(
+ existing: list[ExistingChunk],
+ slices: list[ChunkSlice],
+ plan: ChunkPlan,
+ ) -> list[dict]:
+ """Position/span writes for kept rows, emitted only where a value drifts."""
+ deleted = set(plan.to_delete)
+ moved = dict(plan.reused)
+ updates: list[dict] = []
+ for chunk in existing:
+ if chunk.id in deleted:
+ continue
+ new_position = moved.get(chunk.id, chunk.position)
+ target = slices[new_position]
+ if (
+ chunk.position != new_position
+ or chunk.start_char != target.start_char
+ or chunk.end_char != target.end_char
+ ):
+ updates.append(
+ {
+ "id": chunk.id,
+ "position": new_position,
+ "start_char": target.start_char,
+ "end_char": target.end_char,
+ }
+ )
+ return updates
+
async def _enqueue_ai_sort_if_enabled(self, document: Document) -> None:
"""Fire-and-forget: enqueue incremental AI sort if the search space has it enabled."""
try:
diff --git a/surfsense_backend/app/retriever/chunks_hybrid_search.py b/surfsense_backend/app/retriever/chunks_hybrid_search.py
index 5e5edec2e..adce14e53 100644
--- a/surfsense_backend/app/retriever/chunks_hybrid_search.py
+++ b/surfsense_backend/app/retriever/chunks_hybrid_search.py
@@ -440,8 +440,15 @@ class ChucksHybridSearchRetriever:
chunk_filter = numbered.c.rn <= _MAX_FETCH_CHUNKS_PER_DOC
# Select only the columns we need (skip Chunk.embedding ~12KB/row).
+ # start_char/end_char carry the citation span; None for legacy rows.
chunk_query = (
- select(Chunk.id, Chunk.content, Chunk.document_id)
+ select(
+ Chunk.id,
+ Chunk.content,
+ Chunk.document_id,
+ Chunk.start_char,
+ Chunk.end_char,
+ )
.join(numbered, Chunk.id == numbered.c.chunk_id)
.where(chunk_filter)
.order_by(Chunk.document_id, Chunk.position, Chunk.id)
@@ -476,7 +483,14 @@ class ChucksHybridSearchRetriever:
if doc_id not in doc_map:
continue
doc_entry = doc_map[doc_id]
- doc_entry["chunks"].append({"chunk_id": row.id, "content": row.content})
+ doc_entry["chunks"].append(
+ {
+ "chunk_id": row.id,
+ "content": row.content,
+ "start_char": row.start_char,
+ "end_char": row.end_char,
+ }
+ )
if row.id in matched_chunk_ids:
doc_entry["matched_chunk_ids"].append(row.id)
diff --git a/surfsense_backend/app/routes/documents_routes.py b/surfsense_backend/app/routes/documents_routes.py
index 53f03a0ca..ea6b0d4fa 100644
--- a/surfsense_backend/app/routes/documents_routes.py
+++ b/surfsense_backend/app/routes/documents_routes.py
@@ -37,6 +37,7 @@ from app.schemas import (
from app.services.task_dispatcher import TaskDispatcher, get_task_dispatcher
from app.users import current_active_user
from app.utils.rbac import check_permission
+from app.utils.text_spans import char_span_to_line_range
try:
asyncio.set_event_loop_policy(asyncio.DefaultEventLoopPolicy())
@@ -967,9 +968,12 @@ async def get_document_by_chunk_id(
session: AsyncSession = Depends(get_async_session),
user: User = Depends(current_active_user),
):
- """
- Retrieves a document based on a chunk ID, including a window of chunks around the cited one.
- Uses SQL-level pagination to avoid loading all chunks into memory.
+ """Resolve a chunk id to its document plus a window of surrounding chunks.
+
+ Returns the cited chunk's 1-based line range (cited_start_line/
+ cited_end_line) when char spans exist, so callers can anchor the citation
+ to exact source lines. Uses SQL-level pagination to avoid loading all
+ chunks into memory.
"""
try:
from sqlalchemy import and_, func, or_
@@ -1033,6 +1037,17 @@ async def get_document_by_chunk_id(
)
windowed_chunks = windowed_result.scalars().all()
+ cited_start_line: int | None = None
+ cited_end_line: int | None = None
+ if (
+ chunk.start_char is not None
+ and chunk.end_char is not None
+ and document.source_markdown
+ ):
+ cited_start_line, cited_end_line = char_span_to_line_range(
+ document.source_markdown, chunk.start_char, chunk.end_char
+ )
+
return DocumentWithChunksRead(
id=document.id,
title=document.title,
@@ -1047,6 +1062,8 @@ async def get_document_by_chunk_id(
chunks=windowed_chunks,
total_chunks=total_chunks,
chunk_start_index=start,
+ cited_start_line=cited_start_line,
+ cited_end_line=cited_end_line,
)
except HTTPException:
raise
diff --git a/surfsense_backend/app/routes/editor_routes.py b/surfsense_backend/app/routes/editor_routes.py
index 8250fff98..db46e4ee0 100644
--- a/surfsense_backend/app/routes/editor_routes.py
+++ b/surfsense_backend/app/routes/editor_routes.py
@@ -42,6 +42,34 @@ EDITOR_PLATE_MAX_BYTES = 1 * 1024 * 1024
EDITOR_PLATE_MAX_LINES = 5000
+def _raise_no_canonical_body(document: Document) -> None:
+ """Translate a missing source_markdown into a status-aware HTTP error."""
+ doc_status = document.status or {}
+ state = (
+ doc_status.get("state", "ready") if isinstance(doc_status, dict) else "ready"
+ )
+
+ if state in ("pending", "processing"):
+ raise HTTPException(
+ status_code=409,
+ detail="This document is still being processed. Please wait a moment and try again.",
+ )
+ if state == "failed":
+ reason = (
+ doc_status.get("reason", "Unknown error")
+ if isinstance(doc_status, dict)
+ else "Unknown error"
+ )
+ raise HTTPException(
+ status_code=422,
+ detail=f"Processing failed: {reason}. You can delete this document and re-upload it.",
+ )
+ raise HTTPException(
+ status_code=400,
+ detail="This document has no editable content. It may not have been processed correctly. Try re-indexing or re-uploading it.",
+ )
+
+
@router.get("/search-spaces/{search_space_id}/documents/{document_id}/editor-content")
async def get_editor_content(
search_space_id: int,
@@ -52,8 +80,9 @@ async def get_editor_content(
"""
Get document content for editing.
- Returns source_markdown for the Plate.js editor.
- Falls back to blocknote_document → markdown conversion, then chunk reconstruction.
+ Returns source_markdown (the canonical body) for the Plate.js editor, with a
+ one-time migration from legacy blocknote_document. Never reconstructs the
+ body from chunks.
Requires DOCUMENTS_READ permission.
"""
@@ -123,52 +152,9 @@ async def get_editor_content(
await session.commit()
return _build_response(empty_markdown)
- chunk_contents_result = await session.execute(
- select(Chunk.content)
- .filter(Chunk.document_id == document_id)
- .order_by(Chunk.position, Chunk.id)
- )
- chunk_contents = chunk_contents_result.scalars().all()
-
- if not chunk_contents:
- doc_status = document.status or {}
- state = (
- doc_status.get("state", "ready")
- if isinstance(doc_status, dict)
- else "ready"
- )
- if state in ("pending", "processing"):
- raise HTTPException(
- status_code=409,
- detail="This document is still being processed. Please wait a moment and try again.",
- )
- if state == "failed":
- reason = (
- doc_status.get("reason", "Unknown error")
- if isinstance(doc_status, dict)
- else "Unknown error"
- )
- raise HTTPException(
- status_code=422,
- detail=f"Processing failed: {reason}. You can delete this document and re-upload it.",
- )
- raise HTTPException(
- status_code=400,
- detail="This document has no content. It may not have been processed correctly. Try deleting and re-uploading it.",
- )
-
- markdown_content = "\n\n".join(chunk_contents)
-
- if not markdown_content.strip():
- raise HTTPException(
- status_code=400,
- detail="This document appears to be empty. Try re-uploading or editing it to add content.",
- )
-
- document.source_markdown = markdown_content
- await session.commit()
-
- return _build_response(markdown_content)
+ # No canonical body. Chunks are an index artifact, never the source of
+ # truth, so surface the processing state instead of rebuilding from them.
+ _raise_no_canonical_body(document)
@router.get(
@@ -181,8 +167,9 @@ async def download_document_markdown(
user: User = Depends(current_active_user),
):
"""
- Download the full document content as a .md file.
- Reconstructs markdown from source_markdown or chunks.
+ Download the canonical document body as a .md file.
+
+ Serves source_markdown, migrating legacy blocknote_document when present.
"""
await check_permission(
session,
@@ -208,15 +195,6 @@ async def download_document_markdown(
from app.utils.blocknote_to_markdown import blocknote_to_markdown
markdown = blocknote_to_markdown(document.blocknote_document)
- if markdown is None:
- chunk_contents_result = await session.execute(
- select(Chunk.content)
- .filter(Chunk.document_id == document_id)
- .order_by(Chunk.position, Chunk.id)
- )
- chunk_contents = chunk_contents_result.scalars().all()
- if chunk_contents:
- markdown = "\n\n".join(chunk_contents)
if not markdown or not markdown.strip():
raise HTTPException(
@@ -357,15 +335,6 @@ async def export_document(
from app.utils.blocknote_to_markdown import blocknote_to_markdown
markdown_content = blocknote_to_markdown(document.blocknote_document)
- if markdown_content is None:
- chunk_contents_result = await session.execute(
- select(Chunk.content)
- .filter(Chunk.document_id == document_id)
- .order_by(Chunk.position, Chunk.id)
- )
- chunk_contents = chunk_contents_result.scalars().all()
- if chunk_contents:
- markdown_content = "\n\n".join(chunk_contents)
if not markdown_content or not markdown_content.strip():
raise HTTPException(status_code=400, detail="Document has no content to export")
diff --git a/surfsense_backend/app/schemas/chunks.py b/surfsense_backend/app/schemas/chunks.py
index 7fec0d445..685aa4762 100644
--- a/surfsense_backend/app/schemas/chunks.py
+++ b/surfsense_backend/app/schemas/chunks.py
@@ -17,4 +17,7 @@ class ChunkUpdate(ChunkBase):
class ChunkRead(ChunkBase, IDModel, TimestampModel):
+ start_char: int | None = None
+ end_char: int | None = None
+
model_config = ConfigDict(from_attributes=True)
diff --git a/surfsense_backend/app/schemas/documents.py b/surfsense_backend/app/schemas/documents.py
index 49d2836b2..162dd6882 100644
--- a/surfsense_backend/app/schemas/documents.py
+++ b/surfsense_backend/app/schemas/documents.py
@@ -73,6 +73,10 @@ class DocumentWithChunksRead(DocumentRead):
chunks: list[ChunkRead] = []
total_chunks: int = 0
chunk_start_index: int = 0
+ # 1-based inclusive line range of the cited chunk within source_markdown;
+ # None when the chunk predates char spans or the body is unavailable.
+ cited_start_line: int | None = None
+ cited_end_line: int | None = None
model_config = ConfigDict(from_attributes=True)
diff --git a/surfsense_backend/app/utils/text_spans.py b/surfsense_backend/app/utils/text_spans.py
new file mode 100644
index 000000000..c12201174
--- /dev/null
+++ b/surfsense_backend/app/utils/text_spans.py
@@ -0,0 +1,23 @@
+"""Convert char spans into document-relative line ranges.
+
+Chunks store half-open char spans into ``source_markdown``; citations and the
+editor speak in line numbers. This is the single shared conversion so search,
+the resolve API, and highlighting all agree on what "lines X-Y" means.
+"""
+
+from __future__ import annotations
+
+
+def char_span_to_line_range(text: str, start_char: int, end_char: int) -> tuple[int, int]:
+ """Return the 1-based inclusive line range covering ``[start_char, end_char)``.
+
+ Offsets are clamped to ``text`` bounds. An empty span resolves to the single
+ line containing it.
+ """
+ n = len(text)
+ start = max(0, min(start_char, n))
+ end = max(start, min(end_char, n))
+ start_line = text.count("\n", 0, start) + 1
+ last_char_index = max(start, end - 1)
+ end_line = text.count("\n", 0, last_char_index) + 1
+ return start_line, end_line
diff --git a/surfsense_backend/tests/integration/agents/multi_agent_chat/test_kb_persistence_spans.py b/surfsense_backend/tests/integration/agents/multi_agent_chat/test_kb_persistence_spans.py
new file mode 100644
index 000000000..77e2e5f18
--- /dev/null
+++ b/surfsense_backend/tests/integration/agents/multi_agent_chat/test_kb_persistence_spans.py
@@ -0,0 +1,80 @@
+"""NOTE writes must carry the same char spans as the indexing pipeline.
+
+``_create_document`` / ``_update_document`` are the cloud agent's KB write
+paths. They must chunk through the shared span chunker so every persisted
+chunk resolves back to an exact slice of ``source_markdown`` for citations.
+"""
+
+from __future__ import annotations
+
+import pytest
+from sqlalchemy import select
+
+from app.agents.chat.multi_agent_chat.main_agent.middleware.kb_persistence import (
+ middleware as kb,
+)
+from app.db import Chunk
+
+pytestmark = [pytest.mark.integration, pytest.mark.asyncio]
+
+_BODY = "Intro paragraph.\n\nBody paragraph with detail.\n\nOutro paragraph."
+_NEW_BODY = "Rewritten intro.\n\nFresh body content.\n\nNew closing line."
+
+
+async def _ordered_chunks(session, doc_id: int) -> list[Chunk]:
+ rows = await session.execute(
+ select(Chunk).where(Chunk.document_id == doc_id).order_by(Chunk.position)
+ )
+ return list(rows.scalars().all())
+
+
+def _assert_spans_resolve(source_markdown: str, chunks: list[Chunk]) -> None:
+ assert chunks
+ for chunk in chunks:
+ assert chunk.start_char is not None
+ assert chunk.end_char is not None
+ assert source_markdown[chunk.start_char : chunk.end_char] == chunk.content
+
+
+@pytest.mark.usefixtures("patched_embed_texts")
+async def test_note_create_populates_chunk_spans(
+ db_session, db_search_space, db_user
+) -> None:
+ doc = await kb._create_document(
+ db_session,
+ virtual_path="/documents/note.md",
+ content=_BODY,
+ search_space_id=db_search_space.id,
+ created_by_id=str(db_user.id),
+ )
+ await db_session.flush()
+
+ chunks = await _ordered_chunks(db_session, doc.id)
+ _assert_spans_resolve(doc.source_markdown, chunks)
+
+
+@pytest.mark.usefixtures("patched_embed_texts")
+async def test_note_update_refreshes_chunk_spans(
+ db_session, db_search_space, db_user
+) -> None:
+ doc = await kb._create_document(
+ db_session,
+ virtual_path="/documents/note.md",
+ content=_BODY,
+ search_space_id=db_search_space.id,
+ created_by_id=str(db_user.id),
+ )
+ await db_session.flush()
+
+ updated = await kb._update_document(
+ db_session,
+ doc_id=doc.id,
+ content=_NEW_BODY,
+ virtual_path="/documents/note.md",
+ search_space_id=db_search_space.id,
+ )
+ await db_session.flush()
+
+ assert updated is not None
+ chunks = await _ordered_chunks(db_session, updated.id)
+ _assert_spans_resolve(updated.source_markdown, chunks)
diff --git a/surfsense_backend/tests/integration/conftest.py b/surfsense_backend/tests/integration/conftest.py
index 6b8aa3cdb..e67a025cc 100644
--- a/surfsense_backend/tests/integration/conftest.py
+++ b/surfsense_backend/tests/integration/conftest.py
@@ -158,13 +158,12 @@ def patched_embed_texts_raises(monkeypatch) -> MagicMock:
@pytest.fixture
def patched_chunk_text(monkeypatch) -> MagicMock:
- mock = MagicMock(return_value=["Test chunk content."])
+ from app.indexing_pipeline.document_chunker import ChunkSlice
+
+ text = "Test chunk content."
+ mock = MagicMock(return_value=[ChunkSlice(text, 0, len(text))])
monkeypatch.setattr(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text",
- mock,
- )
- monkeypatch.setattr(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text_hybrid",
+ "app.indexing_pipeline.cache.cached_indexing.chunk_markdown_with_spans",
mock,
)
return mock
diff --git a/surfsense_backend/tests/integration/document_upload/conftest.py b/surfsense_backend/tests/integration/document_upload/conftest.py
index bd889360f..f73c4eaaf 100644
--- a/surfsense_backend/tests/integration/document_upload/conftest.py
+++ b/surfsense_backend/tests/integration/document_upload/conftest.py
@@ -286,9 +286,12 @@ def _mock_external_apis(monkeypatch):
"app.indexing_pipeline.cache.cached_indexing.embed_texts",
MagicMock(side_effect=lambda texts: [[0.1] * _EMBEDDING_DIM for _ in texts]),
)
+ from app.indexing_pipeline.document_chunker import ChunkSlice
+
+ chunk = "Test chunk content."
monkeypatch.setattr(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text",
- MagicMock(return_value=["Test chunk content."]),
+ "app.indexing_pipeline.cache.cached_indexing.chunk_markdown_with_spans",
+ MagicMock(return_value=[ChunkSlice(chunk, 0, len(chunk))]),
)
diff --git a/surfsense_backend/tests/integration/indexing_pipeline/adapters/test_file_upload_adapter.py b/surfsense_backend/tests/integration/indexing_pipeline/adapters/test_file_upload_adapter.py
index 814129c8d..e89d7592b 100644
--- a/surfsense_backend/tests/integration/indexing_pipeline/adapters/test_file_upload_adapter.py
+++ b/surfsense_backend/tests/integration/indexing_pipeline/adapters/test_file_upload_adapter.py
@@ -176,9 +176,14 @@ async def test_reindex_sets_status_ready(db_session, db_search_space, db_user, m
@pytest.mark.usefixtures("patched_embed_texts")
async def test_reindex_replaces_chunks(db_session, db_search_space, db_user, mocker):
"""Reindexing replaces old chunks with new content rather than appending."""
+ from app.indexing_pipeline.document_chunker import ChunkSlice
+
mocker.patch(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text_hybrid",
- side_effect=[["Original chunk."], ["Updated chunk."]],
+ "app.indexing_pipeline.cache.cached_indexing.chunk_markdown_with_spans",
+ side_effect=[
+ [ChunkSlice("Original chunk.", 0, len("Original chunk."))],
+ [ChunkSlice("Updated chunk.", 0, len("Updated chunk."))],
+ ],
)
adapter = UploadDocumentAdapter(db_session)
diff --git a/surfsense_backend/tests/integration/indexing_pipeline/test_index_editions.py b/surfsense_backend/tests/integration/indexing_pipeline/test_index_editions.py
index 68d5ec0af..f86ee8e4f 100644
--- a/surfsense_backend/tests/integration/indexing_pipeline/test_index_editions.py
+++ b/surfsense_backend/tests/integration/indexing_pipeline/test_index_editions.py
@@ -18,16 +18,22 @@ _V1 = "Intro paragraph.\n\nBody paragraph.\n\nOutro paragraph."
@pytest.fixture
def paragraph_chunker(monkeypatch):
- """One chunk per markdown paragraph, so edits map to chunk-level diffs."""
+ """One slice per markdown paragraph, so edits map to chunk-level diffs."""
+ from app.indexing_pipeline.document_chunker import ChunkSlice
- def _split(markdown, **_kwargs):
- return [p for p in markdown.split("\n\n") if p.strip()]
+ def _split(markdown, *_args, **_kwargs):
+ slices = []
+ cursor = 0
+ for para in markdown.split("\n\n"):
+ start = markdown.index(para, cursor)
+ cursor = start + len(para)
+ if para.strip():
+ slices.append(ChunkSlice(para, start, cursor))
+ return slices
monkeypatch.setattr(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text", _split
- )
- monkeypatch.setattr(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text_hybrid", _split
+ "app.indexing_pipeline.cache.cached_indexing.chunk_markdown_with_spans",
+ _split,
)
diff --git a/surfsense_backend/tests/integration/indexing_pipeline/test_index_spans.py b/surfsense_backend/tests/integration/indexing_pipeline/test_index_spans.py
new file mode 100644
index 000000000..869045bf6
--- /dev/null
+++ b/surfsense_backend/tests/integration/indexing_pipeline/test_index_spans.py
@@ -0,0 +1,96 @@
+"""Indexing records char spans so a chunk addresses its exact slice of the body.
+
+Uses the real chunker (only embeddings are faked) so the span/partition
+invariants are exercised end to end.
+"""
+
+import pytest
+from sqlalchemy import select
+
+from app.db import Chunk, Document
+from app.indexing_pipeline.indexing_pipeline_service import IndexingPipelineService
+
+pytestmark = pytest.mark.integration
+
+_BODY = (
+ "# Report\n\n"
+ + "Intro paragraph that is reasonably long and descriptive. " * 8
+ + "\n\n| col a | col b |\n| --- | --- |\n| 1 | 2 |\n| 3 | 4 |\n\n"
+ + "Closing paragraph with a different shape and more words to chunk. " * 8
+)
+
+
+async def _ordered_chunks(session, document_id) -> list[Chunk]:
+ result = await session.execute(
+ select(Chunk)
+ .filter(Chunk.document_id == document_id)
+ .order_by(Chunk.position, Chunk.id)
+ )
+ return list(result.scalars().all())
+
+
+def _assert_spans_address_body(chunks: list[Chunk], body: str) -> None:
+ for chunk in chunks:
+ assert chunk.start_char is not None and chunk.end_char is not None
+ assert body[chunk.start_char : chunk.end_char] == chunk.content
+ assert "".join(c.content for c in chunks) == body
+
+
+async def _index(session, connector_doc) -> int:
+ service = IndexingPipelineService(session=session)
+ prepared = await service.prepare_for_indexing([connector_doc])
+ document = prepared[0]
+ await service.index(document, connector_doc)
+ return document.id
+
+
+async def _reload_body(session, document_id) -> str:
+ result = await session.execute(select(Document).filter(Document.id == document_id))
+ return result.scalars().first().source_markdown
+
+
+@pytest.mark.usefixtures("patched_embed_texts")
+async def test_scratch_index_records_spans_addressing_body(
+ db_session, db_search_space, make_connector_document
+):
+ connector_doc = make_connector_document(
+ search_space_id=db_search_space.id, source_markdown=_BODY
+ )
+
+ document_id = await _index(db_session, connector_doc)
+
+ body = await _reload_body(db_session, document_id)
+ chunks = await _ordered_chunks(db_session, document_id)
+
+ assert len(chunks) > 1
+ _assert_spans_address_body(chunks, body)
+
+
+@pytest.mark.usefixtures("patched_embed_texts")
+async def test_incremental_reindex_refreshes_shifted_spans(
+ db_session, db_search_space, make_connector_document
+):
+ """Inserting text at the top shifts every later chunk's span; kept rows must
+ have their spans refreshed, not left pointing at the old offsets."""
+ service = IndexingPipelineService(session=db_session)
+
+ original = make_connector_document(
+ search_space_id=db_search_space.id, source_markdown=_BODY
+ )
+ prepared = await service.prepare_for_indexing([original])
+ document_id = prepared[0].id
+ await service.index(prepared[0], original)
+
+ edited_body = "# Prepended heading\n\nA brand new opening paragraph.\n\n" + _BODY
+ edited = make_connector_document(
+ search_space_id=db_search_space.id, source_markdown=edited_body
+ )
+ prepared_again = await service.prepare_for_indexing([edited])
+ assert prepared_again, "edited content should requeue the document"
+ await service.index(prepared_again[0], edited)
+
+ body = await _reload_body(db_session, document_id)
+ chunks = await _ordered_chunks(db_session, document_id)
+
+ assert body == edited_body
+ _assert_spans_address_body(chunks, body)
diff --git a/surfsense_backend/tests/integration/retriever/conftest.py b/surfsense_backend/tests/integration/retriever/conftest.py
index d2443723c..96c6297bb 100644
--- a/surfsense_backend/tests/integration/retriever/conftest.py
+++ b/surfsense_backend/tests/integration/retriever/conftest.py
@@ -40,11 +40,19 @@ def _make_document(
)
-def _make_chunk(*, content: str, document_id: int) -> Chunk:
+def _make_chunk(
+ *,
+ content: str,
+ document_id: int,
+ start_char: int | None = None,
+ end_char: int | None = None,
+) -> Chunk:
return Chunk(
content=content,
document_id=document_id,
embedding=DUMMY_EMBEDDING,
+ start_char=start_char,
+ end_char=end_char,
)
@@ -91,6 +99,8 @@ async def seed_large_doc(
_make_chunk(
content="quarterly performance review summary note content",
document_id=small_doc.id,
+ start_char=0,
+ end_char=10,
),
]
diff --git a/surfsense_backend/tests/integration/retriever/test_optimized_chunk_retriever.py b/surfsense_backend/tests/integration/retriever/test_optimized_chunk_retriever.py
index f80e59304..a8c85e65f 100644
--- a/surfsense_backend/tests/integration/retriever/test_optimized_chunk_retriever.py
+++ b/surfsense_backend/tests/integration/retriever/test_optimized_chunk_retriever.py
@@ -98,6 +98,32 @@ async def test_chunks_ordered_by_id(db_session, seed_large_doc):
assert chunk_ids == sorted(chunk_ids), "Chunks not ordered by ID"
+async def test_chunk_spans_returned(db_session, seed_large_doc):
+ """Each chunk dict carries start_char/end_char (the citation span)."""
+ space_id = seed_large_doc["search_space"].id
+ small_doc_id = seed_large_doc["small_doc"].id
+
+ retriever = ChucksHybridSearchRetriever(db_session)
+ results = await retriever.hybrid_search(
+ query_text="quarterly performance review summary",
+ top_k=10,
+ search_space_id=space_id,
+ query_embedding=DUMMY_EMBEDDING,
+ )
+
+ for result in results:
+ for chunk in result["chunks"]:
+ assert "start_char" in chunk
+ assert "end_char" in chunk
+ if result["document"].get("id") == small_doc_id:
+ seeded = result["chunks"][0]
+ assert seeded["start_char"] == 0
+ assert seeded["end_char"] == 10
+ break
+ else:
+ pytest.fail("Small doc not found in search results")
+
+
async def test_score_is_positive_float(db_session, seed_large_doc):
"""Each result should have a positive float score from RRF."""
space_id = seed_large_doc["search_space"].id
diff --git a/surfsense_backend/tests/integration/test_documents_by_chunk_route.py b/surfsense_backend/tests/integration/test_documents_by_chunk_route.py
new file mode 100644
index 000000000..f59c65d97
--- /dev/null
+++ b/surfsense_backend/tests/integration/test_documents_by_chunk_route.py
@@ -0,0 +1,127 @@
+"""Phase E.1 contract: the by-chunk resolve API exposes chunk char spans and
+derives the cited chunk's line range from source_markdown."""
+
+import pytest
+import pytest_asyncio
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.db import Chunk, Document, DocumentStatus, DocumentType, SearchSpace, User
+
+pytestmark = pytest.mark.integration
+
+_BODY = "alpha\nbravo\ncharlie\ndelta"
+
+
+async def _make_document(
+ session: AsyncSession,
+ search_space: SearchSpace,
+ user: User,
+ *,
+ source_markdown: str = _BODY,
+) -> Document:
+ doc = Document(
+ title="Doc",
+ document_type=DocumentType.FILE,
+ document_metadata={},
+ content=source_markdown,
+ content_hash="hash-by-chunk",
+ source_markdown=source_markdown,
+ search_space_id=search_space.id,
+ created_by_id=user.id,
+ status=DocumentStatus.ready(),
+ )
+ session.add(doc)
+ await session.flush()
+ return doc
+
+
+async def _add_chunk(
+ session: AsyncSession,
+ document: Document,
+ *,
+ content: str,
+ position: int,
+ start_char: int | None,
+ end_char: int | None,
+) -> Chunk:
+ chunk = Chunk(
+ content=content,
+ position=position,
+ document_id=document.id,
+ start_char=start_char,
+ end_char=end_char,
+ )
+ session.add(chunk)
+ await session.flush()
+ return chunk
+
+
+@pytest_asyncio.fixture
+async def make_document(db_session, db_search_space, db_user):
+ async def _make(**overrides):
+ return await _make_document(db_session, db_search_space, db_user, **overrides)
+
+ return _make
+
+
+async def test_cited_line_range_derived_from_spans(
+ db_session, db_search_space, db_user, make_document
+):
+ from app.routes.documents_routes import get_document_by_chunk_id
+
+ doc = await make_document()
+ await _add_chunk(
+ db_session, doc, content="alpha\nbravo\n", position=0, start_char=0, end_char=12
+ )
+ cited = await _add_chunk(
+ db_session,
+ doc,
+ content="charlie\ndelta",
+ position=1,
+ start_char=12,
+ end_char=len(_BODY),
+ )
+
+ result = await get_document_by_chunk_id(
+ cited.id, chunk_window=5, session=db_session, user=db_user
+ )
+
+ assert result.cited_start_line == 3
+ assert result.cited_end_line == 4
+
+
+async def test_chunk_spans_exposed_in_response(
+ db_session, db_search_space, db_user, make_document
+):
+ from app.routes.documents_routes import get_document_by_chunk_id
+
+ doc = await make_document()
+ cited = await _add_chunk(
+ db_session, doc, content="alpha\nbravo\n", position=0, start_char=0, end_char=12
+ )
+
+ result = await get_document_by_chunk_id(
+ cited.id, chunk_window=5, session=db_session, user=db_user
+ )
+
+ chunk = next(c for c in result.chunks if c.id == cited.id)
+ assert chunk.start_char == 0
+ assert chunk.end_char == 12
+
+
+async def test_cited_line_range_null_without_spans(
+ db_session, db_search_space, db_user, make_document
+):
+ from app.routes.documents_routes import get_document_by_chunk_id
+
+ doc = await make_document()
+ cited = await _add_chunk(
+ db_session, doc, content="alpha", position=0, start_char=None, end_char=None
+ )
+
+ result = await get_document_by_chunk_id(
+ cited.id, chunk_window=5, session=db_session, user=db_user
+ )
+
+ assert result.cited_start_line is None
+ assert result.cited_end_line is None
diff --git a/surfsense_backend/tests/integration/test_editor_routes.py b/surfsense_backend/tests/integration/test_editor_routes.py
new file mode 100644
index 000000000..382d4b4de
--- /dev/null
+++ b/surfsense_backend/tests/integration/test_editor_routes.py
@@ -0,0 +1,175 @@
+"""Phase A contract: editor read paths serve source_markdown and never
+reconstruct or mutate the body from chunks."""
+
+import pytest
+import pytest_asyncio
+from fastapi import HTTPException
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.db import (
+ Chunk,
+ Document,
+ DocumentStatus,
+ DocumentType,
+ SearchSpace,
+ User,
+)
+
+pytestmark = pytest.mark.integration
+
+
+async def _make_document(
+ session: AsyncSession,
+ search_space: SearchSpace,
+ user: User,
+ *,
+ document_type: DocumentType = DocumentType.FILE,
+ source_markdown: str | None = "# Title\n\nBody line.",
+ content: str = "Body line.",
+ status: dict | None = None,
+) -> Document:
+ doc = Document(
+ title="Doc",
+ document_type=document_type,
+ document_metadata={},
+ content=content,
+ content_hash="hash-001",
+ source_markdown=source_markdown,
+ search_space_id=search_space.id,
+ created_by_id=user.id,
+ status=status or DocumentStatus.ready(),
+ )
+ session.add(doc)
+ await session.flush()
+ return doc
+
+
+async def _add_chunks(session: AsyncSession, document: Document, texts: list[str]):
+ for position, text in enumerate(texts):
+ session.add(Chunk(content=text, position=position, document_id=document.id))
+ await session.flush()
+
+
+@pytest_asyncio.fixture
+async def make_document(db_session, db_search_space, db_user):
+ async def _make(**overrides):
+ return await _make_document(db_session, db_search_space, db_user, **overrides)
+
+ return _make
+
+
+class TestGetEditorContent:
+ async def test_returns_source_markdown_verbatim(
+ self, db_session, db_search_space, db_user, make_document
+ ):
+ from app.routes.editor_routes import get_editor_content
+
+ doc = await make_document(source_markdown="# Real\n\nCanonical body.")
+
+ result = await get_editor_content(
+ db_search_space.id, doc.id, session=db_session, user=db_user
+ )
+
+ assert result["source_markdown"] == "# Real\n\nCanonical body."
+
+ async def test_does_not_reconstruct_body_from_chunks(
+ self, db_session, db_search_space, db_user, make_document
+ ):
+ """A ready document without source_markdown must not be rebuilt from chunks."""
+ from app.routes.editor_routes import get_editor_content
+
+ doc = await make_document(source_markdown=None)
+ await _add_chunks(db_session, doc, ["chunk one", "chunk two"])
+
+ with pytest.raises(HTTPException) as exc:
+ await get_editor_content(
+ db_search_space.id, doc.id, session=db_session, user=db_user
+ )
+
+ assert exc.value.status_code == 400
+ await db_session.refresh(doc)
+ assert doc.source_markdown is None
+
+ async def test_processing_document_without_body_returns_409(
+ self, db_session, db_search_space, db_user, make_document
+ ):
+ from app.routes.editor_routes import get_editor_content
+
+ doc = await make_document(
+ source_markdown=None, status=DocumentStatus.processing()
+ )
+
+ with pytest.raises(HTTPException) as exc:
+ await get_editor_content(
+ db_search_space.id, doc.id, session=db_session, user=db_user
+ )
+
+ assert exc.value.status_code == 409
+
+ async def test_failed_document_without_body_returns_422(
+ self, db_session, db_search_space, db_user, make_document
+ ):
+ from app.routes.editor_routes import get_editor_content
+
+ doc = await make_document(
+ source_markdown=None, status=DocumentStatus.failed("boom")
+ )
+
+ with pytest.raises(HTTPException) as exc:
+ await get_editor_content(
+ db_search_space.id, doc.id, session=db_session, user=db_user
+ )
+
+ assert exc.value.status_code == 422
+
+ async def test_empty_note_initializes_to_empty_markdown(
+ self, db_session, db_search_space, db_user, make_document
+ ):
+ from app.routes.editor_routes import get_editor_content
+
+ doc = await make_document(document_type=DocumentType.NOTE, source_markdown=None)
+
+ result = await get_editor_content(
+ db_search_space.id, doc.id, session=db_session, user=db_user
+ )
+
+ assert result["source_markdown"] == ""
+
+
+class TestDownloadMarkdown:
+ async def test_does_not_reconstruct_body_from_chunks(
+ self, db_session, db_search_space, db_user, make_document
+ ):
+ from app.routes.editor_routes import download_document_markdown
+
+ doc = await make_document(source_markdown=None)
+ await _add_chunks(db_session, doc, ["chunk one", "chunk two"])
+
+ with pytest.raises(HTTPException) as exc:
+ await download_document_markdown(
+ db_search_space.id, doc.id, session=db_session, user=db_user
+ )
+
+ assert exc.value.status_code == 400
+
+
+class TestExportDocument:
+ async def test_does_not_reconstruct_body_from_chunks(
+ self, db_session, db_search_space, db_user, make_document
+ ):
+ from app.routes.editor_routes import export_document
+ from app.routes.reports_routes import ExportFormat
+
+ doc = await make_document(source_markdown=None)
+ await _add_chunks(db_session, doc, ["chunk one", "chunk two"])
+
+ with pytest.raises(HTTPException) as exc:
+ await export_document(
+ db_search_space.id,
+ doc.id,
+ format=ExportFormat.PLAIN,
+ session=db_session,
+ user=db_user,
+ )
+
+ assert exc.value.status_code == 400
diff --git a/surfsense_backend/tests/unit/agents/multi_agent_chat/tools/test_search_knowledge_base.py b/surfsense_backend/tests/unit/agents/multi_agent_chat/tools/test_search_knowledge_base.py
new file mode 100644
index 000000000..e068792b1
--- /dev/null
+++ b/surfsense_backend/tests/unit/agents/multi_agent_chat/tools/test_search_knowledge_base.py
@@ -0,0 +1,87 @@
+"""Unit tests for search_knowledge_base hit rendering.
+
+The tool must surface the passage that actually matched (the RRF-ranked
+chunk), not the top of the document, and annotate it with its line range
+when the chunk carries a char span.
+"""
+
+from __future__ import annotations
+
+import pytest
+
+from app.agents.chat.multi_agent_chat.main_agent.tools.search_knowledge_base import (
+ _format_hits,
+)
+
+pytestmark = pytest.mark.unit
+
+_BODY = "Intro paragraph.\n\nMatched passage here.\n\nClosing paragraph."
+
+
+def _hit() -> dict:
+ intro = "Intro paragraph."
+ matched = "Matched passage here."
+ matched_start = _BODY.index(matched)
+ return {
+ "document": {"id": 7, "title": "note.md", "document_type": "NOTE"},
+ "score": 0.42,
+ "content": _BODY.replace("\n\n", "\n\n"),
+ "matched_chunk_ids": [102],
+ "chunks": [
+ {
+ "chunk_id": 101,
+ "content": intro,
+ "start_char": 0,
+ "end_char": len(intro),
+ },
+ {
+ "chunk_id": 102,
+ "content": matched,
+ "start_char": matched_start,
+ "end_char": matched_start + len(matched),
+ },
+ ],
+ }
+
+
+def test_renders_matched_passage_not_top_of_doc() -> None:
+ out = _format_hits([_hit()], paths={7: "/documents/note.md"}, bodies={7: _BODY}, query="q")
+ assert "Matched passage here." in out
+ # The intro chunk was not matched, so it must not be shown as the snippet.
+ assert "Intro paragraph." not in out
+
+
+def test_emits_copyable_line_citation_token_when_spans_present() -> None:
+ out = _format_hits([_hit()], paths={7: "/documents/note.md"}, bodies={7: _BODY}, query="q")
+ # "Matched passage here." sits on line 3 of the body; the hit must surface
+ # a ready-to-copy token so the agent can cite without a separate read.
+ assert "[citation:d7#L3-3]" in out
+
+
+def test_header_includes_document_id() -> None:
+ out = _format_hits([_hit()], paths={7: "/documents/note.md"}, bodies={7: _BODY}, query="q")
+ assert "id=7" in out
+
+
+def test_omits_citation_token_when_spans_absent() -> None:
+ hit = _hit()
+ for chunk in hit["chunks"]:
+ chunk["start_char"] = None
+ chunk["end_char"] = None
+ out = _format_hits([hit], paths={7: "/documents/note.md"}, bodies={7: _BODY}, query="q")
+ assert "Matched passage here." in out
+ # No concrete, copyable token for this document without spans (the closing
+ # instruction's placeholder template doesn't count).
+ assert "[citation:d7#L" not in out
+
+
+def test_falls_back_to_content_when_no_matched_ids() -> None:
+ hit = _hit()
+ hit["matched_chunk_ids"] = []
+ out = _format_hits([hit], paths={7: "/documents/note.md"}, bodies={7: _BODY}, query="q")
+ assert "Intro paragraph." in out
+
+
+def test_no_results_message() -> None:
+ out = _format_hits([], paths={}, bodies={}, query="missing")
+ assert "No knowledge-base matches" in out
diff --git a/surfsense_backend/tests/unit/indexing_pipeline/test_chunk_markdown_with_spans.py b/surfsense_backend/tests/unit/indexing_pipeline/test_chunk_markdown_with_spans.py
new file mode 100644
index 000000000..0ff155c3b
--- /dev/null
+++ b/surfsense_backend/tests/unit/indexing_pipeline/test_chunk_markdown_with_spans.py
@@ -0,0 +1,72 @@
+"""Span-aware chunking contract: slices form a lossless, contiguous partition
+of the markdown, and every slice's char span addresses its own text."""
+
+import pytest
+
+from app.indexing_pipeline.document_chunker import chunk_markdown_with_spans
+
+pytestmark = pytest.mark.unit
+
+
+def _assert_lossless_partition(md: str, slices) -> None:
+ assert "".join(s.text for s in slices) == md
+
+ cursor = 0
+ for s in slices:
+ assert s.start_char == cursor, "slices must be contiguous"
+ assert s.end_char >= s.start_char
+ assert md[s.start_char : s.end_char] == s.text, "span must address slice text"
+ cursor = s.end_char
+ assert cursor == len(md)
+
+
+def test_prose_partition_and_spans():
+ md = (
+ "# Title\n\n"
+ + "First paragraph with several words here. " * 20
+ + "\n\nSecond section with more prose to force multiple chunks. " * 20
+ )
+
+ slices = chunk_markdown_with_spans(md)
+
+ assert len(slices) > 1
+ _assert_lossless_partition(md, slices)
+
+
+def test_table_kept_whole_with_exact_span():
+ table = "| a | b |\n| - | - |\n| 1 | 2 |\n"
+ md = f"Intro prose before the table.\n{table}\nClosing prose after."
+
+ slices = chunk_markdown_with_spans(md)
+
+ _assert_lossless_partition(md, slices)
+ table_slices = [s for s in slices if s.text.lstrip().startswith("|")]
+ assert any("| 1 | 2 |" in s.text for s in table_slices)
+ for s in table_slices:
+ assert "| a | b |" in s.text and "| 1 | 2 |" in s.text
+
+
+def test_table_at_eof_without_trailing_newline_stays_whole():
+ md = "Intro.\n| a | b |\n| - | - |\n| 1 | 2 |"
+
+ slices = chunk_markdown_with_spans(md)
+
+ _assert_lossless_partition(md, slices)
+ table_slices = [s for s in slices if "| 1 | 2 |" in s.text]
+ assert len(table_slices) == 1
+ assert "| a | b |" in table_slices[0].text
+
+
+def test_code_chunker_partition_and_spans():
+ code = "\n\n".join(
+ f"def func_{i}(x):\n total = x + {i}\n return total" for i in range(40)
+ )
+
+ slices = chunk_markdown_with_spans(code, use_code_chunker=True)
+
+ assert len(slices) >= 1
+ _assert_lossless_partition(code, slices)
+
+
+def test_empty_markdown_yields_no_slices():
+ assert chunk_markdown_with_spans("") == []
diff --git a/surfsense_backend/tests/unit/indexing_pipeline/test_index_batch_parallel.py b/surfsense_backend/tests/unit/indexing_pipeline/test_index_batch_parallel.py
index feb7bbc52..8c4936648 100644
--- a/surfsense_backend/tests/unit/indexing_pipeline/test_index_batch_parallel.py
+++ b/surfsense_backend/tests/unit/indexing_pipeline/test_index_batch_parallel.py
@@ -37,12 +37,9 @@ def _make_orm_doc(connector_doc, doc_id):
async def test_index_calls_embed_and_chunk_via_to_thread(
pipeline, make_connector_document, monkeypatch
):
- """index() runs the chunker and embed_texts via asyncio.to_thread, not blocking the loop.
+ """index() runs the chunker and embed_texts via asyncio.to_thread, not blocking the loop."""
+ from app.indexing_pipeline.document_chunker import ChunkSlice
- Routing between ``chunk_text`` (code path) and ``chunk_text_hybrid`` (default
- path, see issue #1334) is verified separately in
- ``test_non_code_documents_use_hybrid_chunker``.
- """
to_thread_calls = []
original_to_thread = asyncio.to_thread
@@ -51,11 +48,11 @@ async def test_index_calls_embed_and_chunk_via_to_thread(
return await original_to_thread(func, *args, **kwargs)
monkeypatch.setattr(asyncio, "to_thread", tracking_to_thread)
- mock_chunk_hybrid = MagicMock(return_value=["chunk1"])
- mock_chunk_hybrid.__name__ = "chunk_text_hybrid"
+ mock_chunker = MagicMock(return_value=[ChunkSlice("chunk1", 0, 6)])
+ mock_chunker.__name__ = "chunk_markdown_with_spans"
monkeypatch.setattr(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text_hybrid",
- mock_chunk_hybrid,
+ "app.indexing_pipeline.cache.cached_indexing.chunk_markdown_with_spans",
+ mock_chunker,
)
mock_embed = MagicMock(
side_effect=lambda texts: [[0.1] * _EMBEDDING_DIM for _ in texts]
@@ -90,34 +87,25 @@ async def test_index_calls_embed_and_chunk_via_to_thread(
await pipeline.index(document, connector_doc)
- # Either chunker entry point satisfies the "chunking runs off the event
- # loop" contract this test guards. Routing between the two is verified
- # in test_non_code_documents_use_hybrid_chunker.
- assert {"chunk_text", "chunk_text_hybrid"} & set(to_thread_calls)
+ assert "chunk_markdown_with_spans" in to_thread_calls
assert "embed_texts" in to_thread_calls
assert document.status == DocumentStatus.ready()
-async def test_non_code_documents_use_hybrid_chunker(
+async def test_non_code_documents_use_prose_chunker(
pipeline, make_connector_document, monkeypatch
):
- """Non-code documents route through ``chunk_text_hybrid`` (issue #1334).
+ """Non-code documents chunk with use_code_chunker=False (issue #1334).
- The hybrid chunker preserves Markdown table integrity by avoiding splits
- mid-row. Only documents flagged with ``should_use_code_chunker=True``
- should take the ``chunk_text`` path.
+ The table-aware prose path keeps Markdown tables intact; only documents
+ flagged with ``should_use_code_chunker=True`` request the code chunker.
"""
- mock_chunk_hybrid = MagicMock(return_value=["chunk1"])
- mock_chunk_hybrid.__name__ = "chunk_text_hybrid"
+ from app.indexing_pipeline.document_chunker import ChunkSlice
+
+ mock_chunker = MagicMock(return_value=[ChunkSlice("chunk1", 0, 6)])
monkeypatch.setattr(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text_hybrid",
- mock_chunk_hybrid,
- )
- mock_chunk_code = MagicMock(return_value=["chunk1"])
- mock_chunk_code.__name__ = "chunk_text"
- monkeypatch.setattr(
- "app.indexing_pipeline.cache.cached_indexing.chunk_text",
- mock_chunk_code,
+ "app.indexing_pipeline.cache.cached_indexing.chunk_markdown_with_spans",
+ mock_chunker,
)
monkeypatch.setattr(
"app.indexing_pipeline.cache.cached_indexing.embed_texts",
@@ -149,8 +137,49 @@ async def test_non_code_documents_use_hybrid_chunker(
await pipeline.index(document, connector_doc)
- mock_chunk_hybrid.assert_called_once()
- mock_chunk_code.assert_not_called()
+ mock_chunker.assert_called_once()
+ assert mock_chunker.call_args.args[1] is False
+
+
+async def test_code_documents_request_code_chunker(
+ pipeline, make_connector_document, monkeypatch
+):
+ """Code-flagged documents forward use_code_chunker=True to the chunker."""
+ from app.indexing_pipeline.document_chunker import ChunkSlice
+
+ mock_chunker = MagicMock(return_value=[ChunkSlice("chunk1", 0, 6)])
+ monkeypatch.setattr(
+ "app.indexing_pipeline.cache.cached_indexing.chunk_markdown_with_spans",
+ mock_chunker,
+ )
+ monkeypatch.setattr(
+ "app.indexing_pipeline.cache.cached_indexing.embed_texts",
+ MagicMock(side_effect=lambda texts: [[0.1] * _EMBEDDING_DIM for _ in texts]),
+ )
+ monkeypatch.setattr(pipeline, "_load_existing_chunks", AsyncMock(return_value=[]))
+
+ async def _noop_persist(_session, doc, *_args, **_kwargs):
+ doc.status = DocumentStatus.ready()
+
+ monkeypatch.setattr(
+ "app.indexing_pipeline.indexing_pipeline_service.persist_scratch_index",
+ _noop_persist,
+ )
+
+ connector_doc = make_connector_document(
+ document_type=DocumentType.GOOGLE_GMAIL_CONNECTOR,
+ unique_id="repo-1",
+ search_space_id=1,
+ should_use_code_chunker=True,
+ )
+ document = MagicMock(spec=Document)
+ document.id = 1
+ document.status = DocumentStatus.pending()
+
+ await pipeline.index(document, connector_doc)
+
+ mock_chunker.assert_called_once()
+ assert mock_chunker.call_args.args[1] is True
def _mock_session_factory(orm_docs_by_id):
diff --git a/surfsense_backend/tests/unit/middleware/test_b_filesystem_rm_rmdir_cloud.py b/surfsense_backend/tests/unit/middleware/test_b_filesystem_rm_rmdir_cloud.py
index 898ec3765..27653c544 100644
--- a/surfsense_backend/tests/unit/middleware/test_b_filesystem_rm_rmdir_cloud.py
+++ b/surfsense_backend/tests/unit/middleware/test_b_filesystem_rm_rmdir_cloud.py
@@ -71,7 +71,7 @@ class _KBBackendStub(KBPostgresBackend):
def __init__(self, *, children=None, file_data=None) -> None:
self.als_info = AsyncMock(return_value=children or [])
self._load_file_data = AsyncMock(
- return_value=(file_data, 17) if file_data is not None else None
+ return_value=(file_data, 17, None) if file_data is not None else None
)
diff --git a/surfsense_backend/tests/unit/middleware/test_kb_persistence_filesystem_parity.py b/surfsense_backend/tests/unit/middleware/test_kb_persistence_filesystem_parity.py
index e78db1e76..3968eb090 100644
--- a/surfsense_backend/tests/unit/middleware/test_kb_persistence_filesystem_parity.py
+++ b/surfsense_backend/tests/unit/middleware/test_kb_persistence_filesystem_parity.py
@@ -69,13 +69,25 @@ class _FakeSession:
@pytest.fixture(autouse=True)
def _stub_embeddings_and_chunks(monkeypatch: pytest.MonkeyPatch) -> None:
- """Avoid loading the embedding model in unit tests."""
+ """Avoid loading the embedding model in unit tests.
+
+ Mirrors the legacy stub: one chunk spanning the whole content, with a
+ zero summary/chunk vector, routed through the shared span builder.
+ """
+ from app.indexing_pipeline.document_chunker import ChunkSlice
+
+ async def _fake_build_chunk_embeddings(content: str, *, use_code_chunker: bool):
+ summary = np.zeros(8, dtype=np.float32)
+ pairs = (
+ [(ChunkSlice(content, 0, len(content)), np.zeros(8, dtype=np.float32))]
+ if content
+ else []
+ )
+ return summary, pairs
+
monkeypatch.setattr(
- kb_persistence,
- "embed_texts",
- lambda texts: [np.zeros(8, dtype=np.float32) for _ in texts],
+ kb_persistence, "build_chunk_embeddings", _fake_build_chunk_embeddings
)
- monkeypatch.setattr(kb_persistence, "chunk_text", lambda content: [content])
@pytest.mark.asyncio
diff --git a/surfsense_backend/tests/unit/middleware/test_numbered_document.py b/surfsense_backend/tests/unit/middleware/test_numbered_document.py
new file mode 100644
index 000000000..955c619b5
--- /dev/null
+++ b/surfsense_backend/tests/unit/middleware/test_numbered_document.py
@@ -0,0 +1,92 @@
+"""Unit tests for the numbered-document read preamble."""
+
+import pytest
+
+from app.agents.chat.multi_agent_chat.shared.middleware.filesystem.backends.numbered_document import (
+ build_read_preamble,
+ compute_matched_line_ranges,
+)
+
+pytestmark = pytest.mark.unit
+
+
+_BODY = "alpha\nbravo\ncharlie\ndelta"
+
+
+class TestComputeMatchedLineRanges:
+ def test_maps_matched_chunk_spans_to_line_ranges(self):
+ chunks = [(1, 0, 12), (2, 12, len(_BODY))]
+ ranges = compute_matched_line_ranges(_BODY, chunks, {2})
+ assert ranges == [(3, 4)]
+
+ def test_includes_only_matched_chunks(self):
+ chunks = [(1, 0, 5), (2, 6, 11)]
+ ranges = compute_matched_line_ranges(_BODY, chunks, {1})
+ assert ranges == [(1, 1)]
+
+ def test_skips_chunks_without_spans(self):
+ chunks = [(1, None, None)]
+ ranges = compute_matched_line_ranges(_BODY, chunks, {1})
+ assert ranges == []
+
+ def test_sorted_and_deduplicated(self):
+ chunks = [(1, 12, len(_BODY)), (2, 0, 5), (3, 0, 5)]
+ ranges = compute_matched_line_ranges(_BODY, chunks, {1, 2, 3})
+ assert ranges == [(1, 1), (3, 4)]
+
+
+class TestBuildReadPreamble:
+ def test_contains_document_metadata(self):
+ preamble = build_read_preamble(
+ document_id=42,
+ document_type="FILE",
+ title="Test Doc",
+ url="https://example.com",
+ matched_line_ranges=[],
+ )
+ assert "42" in preamble
+ assert "FILE" in preamble
+ assert "Test Doc" in preamble
+ assert "https://example.com" in preamble
+
+ def test_citation_hint_uses_document_id(self):
+ preamble = build_read_preamble(
+ document_id=42,
+ document_type="FILE",
+ title="Test Doc",
+ url="",
+ matched_line_ranges=[],
+ )
+ assert "[citation:d42#L" in preamble
+
+ def test_lists_matched_line_ranges(self):
+ preamble = build_read_preamble(
+ document_id=7,
+ document_type="NOTE",
+ title="Notes",
+ url="",
+ matched_line_ranges=[(12, 18), (40, 40)],
+ )
+ assert "" in preamble
+ assert "12-18" in preamble
+ assert "40" in preamble
+
+ def test_omits_matched_lines_block_when_empty(self):
+ preamble = build_read_preamble(
+ document_id=7,
+ document_type="NOTE",
+ title="Notes",
+ url="",
+ matched_line_ranges=[],
+ )
+ assert "" not in preamble
+
+ def test_ends_with_trailing_newline_so_body_follows_cleanly(self):
+ preamble = build_read_preamble(
+ document_id=1,
+ document_type="FILE",
+ title="t",
+ url="",
+ matched_line_ranges=[],
+ )
+ assert preamble.endswith("\n")
diff --git a/surfsense_backend/tests/unit/utils/test_text_spans.py b/surfsense_backend/tests/unit/utils/test_text_spans.py
new file mode 100644
index 000000000..d70418ea5
--- /dev/null
+++ b/surfsense_backend/tests/unit/utils/test_text_spans.py
@@ -0,0 +1,39 @@
+"""Unit tests for char-span -> line-range conversion."""
+
+from __future__ import annotations
+
+import pytest
+
+from app.utils.text_spans import char_span_to_line_range
+
+pytestmark = pytest.mark.unit
+
+_TEXT = "line1\nline2\nline3"
+
+
+def test_single_line_span() -> None:
+ start = _TEXT.index("line2")
+ assert char_span_to_line_range(_TEXT, start, start + len("line2")) == (2, 2)
+
+
+def test_first_line_span() -> None:
+ assert char_span_to_line_range(_TEXT, 0, len("line1")) == (1, 1)
+
+
+def test_last_line_span() -> None:
+ start = _TEXT.index("line3")
+ assert char_span_to_line_range(_TEXT, start, len(_TEXT)) == (3, 3)
+
+
+def test_multi_line_span() -> None:
+ # "line1\nline2" spans lines 1-2.
+ assert char_span_to_line_range(_TEXT, 0, _TEXT.index("line2") + 5) == (1, 2)
+
+
+def test_empty_span_resolves_to_its_line() -> None:
+ start = _TEXT.index("line2")
+ assert char_span_to_line_range(_TEXT, start, start) == (2, 2)
+
+
+def test_offsets_clamped_to_text_bounds() -> None:
+ assert char_span_to_line_range(_TEXT, -5, 10_000) == (1, 3)
diff --git a/surfsense_web/app/globals.css b/surfsense_web/app/globals.css
index 3cdb34bff..6950fd284 100644
--- a/surfsense_web/app/globals.css
+++ b/surfsense_web/app/globals.css
@@ -270,6 +270,12 @@ button {
contain-intrinsic-size: 0 40px;
}
+/* Monaco whole-line highlight for a cited source span (Phase E). */
+.citation-line-highlight {
+ background-color: color-mix(in srgb, var(--primary) 16%, transparent);
+ box-shadow: inset 2px 0 0 0 var(--primary);
+}
+
@source "../node_modules/@llamaindex/chat-ui/**/*.{ts,tsx}";
@source "../node_modules/streamdown/dist/*.js";
@source "../node_modules/@streamdown/code/dist/*.js";
diff --git a/surfsense_web/atoms/editor/editor-panel.atom.ts b/surfsense_web/atoms/editor/editor-panel.atom.ts
index c302c66ee..ee609f519 100644
--- a/surfsense_web/atoms/editor/editor-panel.atom.ts
+++ b/surfsense_web/atoms/editor/editor-panel.atom.ts
@@ -1,6 +1,11 @@
import { atom } from "jotai";
import { rightPanelCollapsedAtom, rightPanelTabAtom } from "@/atoms/layout/right-panel.atom";
+export interface EditorLineRange {
+ start: number;
+ end: number;
+}
+
interface EditorPanelState {
isOpen: boolean;
kind: "document" | "local_file" | "memory";
@@ -9,6 +14,10 @@ interface EditorPanelState {
searchSpaceId: number | null;
memoryScope: "user" | "team" | null;
title: string | null;
+ // Citation line anchor: when set, the editor opens the raw source view
+ // scrolled to and highlighting this 1-based inclusive line range.
+ highlightLines: EditorLineRange | null;
+ forceSourceView: boolean;
}
const initialState: EditorPanelState = {
@@ -19,6 +28,8 @@ const initialState: EditorPanelState = {
searchSpaceId: null,
memoryScope: null,
title: null,
+ highlightLines: null,
+ forceSourceView: false,
};
export const editorPanelAtom = atom(initialState);
@@ -33,7 +44,14 @@ export const openEditorPanelAtom = atom(
get,
set,
payload:
- | { documentId: number; searchSpaceId: number; title?: string; kind?: "document" }
+ | {
+ documentId: number;
+ searchSpaceId: number;
+ title?: string;
+ kind?: "document";
+ highlightLines?: EditorLineRange | null;
+ forceSourceView?: boolean;
+ }
| {
kind: "local_file";
localFilePath: string;
@@ -59,6 +77,8 @@ export const openEditorPanelAtom = atom(
searchSpaceId: payload.searchSpaceId ?? null,
memoryScope: null,
title: payload.title ?? null,
+ highlightLines: null,
+ forceSourceView: false,
});
set(rightPanelTabAtom, "editor");
set(rightPanelCollapsedAtom, false);
@@ -73,6 +93,8 @@ export const openEditorPanelAtom = atom(
searchSpaceId: payload.searchSpaceId ?? null,
memoryScope: payload.memoryScope,
title: payload.title ?? null,
+ highlightLines: null,
+ forceSourceView: false,
});
set(rightPanelTabAtom, "editor");
set(rightPanelCollapsedAtom, false);
@@ -86,6 +108,8 @@ export const openEditorPanelAtom = atom(
searchSpaceId: payload.searchSpaceId,
memoryScope: null,
title: payload.title ?? null,
+ highlightLines: payload.highlightLines ?? null,
+ forceSourceView: payload.forceSourceView ?? false,
});
set(rightPanelTabAtom, "editor");
set(rightPanelCollapsedAtom, false);
diff --git a/surfsense_web/components/assistant-ui/inline-citation.tsx b/surfsense_web/components/assistant-ui/inline-citation.tsx
index 59a10739c..28f5212ae 100644
--- a/surfsense_web/components/assistant-ui/inline-citation.tsx
+++ b/surfsense_web/components/assistant-ui/inline-citation.tsx
@@ -2,9 +2,11 @@
import { useSetAtom } from "jotai";
import { FileText } from "lucide-react";
+import { useParams } from "next/navigation";
import type { FC } from "react";
import { useId, useState } from "react";
import { openCitationPanelAtom } from "@/atoms/citation/citation-panel.atom";
+import { openEditorPanelAtom } from "@/atoms/editor/editor-panel.atom";
import { useCitationMetadata } from "@/components/assistant-ui/citation-metadata-context";
import { CitationPanelContent } from "@/components/citation-panel/citation-panel";
import { Citation } from "@/components/tool-ui/citation";
@@ -108,6 +110,50 @@ const NumericChunkCitation: FC<{ chunkId: number }> = ({ chunkId }) => {
);
};
+interface LineCitationProps {
+ documentId: number;
+ startLine: number;
+ endLine: number;
+}
+
+/**
+ * Inline citation for a knowledge-base document line range
+ * (`[citation:d#L-]`). Clicking opens the document in
+ * the editor's read-only source view, scrolled to and highlighting the cited
+ * lines — the same anchor the citation panel uses for chunk citations.
+ */
+export const LineCitation: FC = ({ documentId, startLine, endLine }) => {
+ const openEditorPanel = useSetAtom(openEditorPanelAtom);
+ const params = useParams();
+ const searchSpaceId = Number(params?.search_space_id);
+
+ const label = startLine === endLine ? `L${startLine}` : `L${startLine}-${endLine}`;
+
+ const handleClick = () => {
+ if (!Number.isFinite(searchSpaceId)) return;
+ openEditorPanel({
+ documentId,
+ searchSpaceId,
+ highlightLines: { start: startLine, end: endLine },
+ forceSourceView: true,
+ });
+ };
+
+ return (
+
+ );
+};
+
import { tryGetHostname } from "@/lib/url";
interface UrlCitationProps {
diff --git a/surfsense_web/components/citation-panel/citation-panel.tsx b/surfsense_web/components/citation-panel/citation-panel.tsx
index 890ac11ac..9b9a9aaa9 100644
--- a/surfsense_web/components/citation-panel/citation-panel.tsx
+++ b/surfsense_web/components/citation-panel/citation-panel.tsx
@@ -46,6 +46,13 @@ export const CitationPanelContent: FC = ({
const cited = useMemo(() => data?.chunks.find((c) => c.id === chunkId) ?? null, [data, chunkId]);
+ const citedLineLabel = useMemo(() => {
+ const start = data?.cited_start_line;
+ const end = data?.cited_end_line;
+ if (start == null || end == null) return null;
+ return start === end ? `Line ${start}` : `Lines ${start}–${end}`;
+ }, [data?.cited_start_line, data?.cited_end_line]);
+
const totalChunks = data?.total_chunks ?? data?.chunks.length ?? 0;
const startIndex = data?.chunk_start_index ?? 0;
const hasMoreAbove = startIndex > 0;
@@ -75,10 +82,15 @@ export const CitationPanelContent: FC = ({
const handleOpenFullDocument = () => {
if (!data) return;
+ const hasLineAnchor = data.cited_start_line != null && data.cited_end_line != null;
openEditorPanel({
documentId: data.id,
searchSpaceId: data.search_space_id,
title: data.title,
+ highlightLines: hasLineAnchor
+ ? { start: data.cited_start_line as number, end: data.cited_end_line as number }
+ : null,
+ forceSourceView: hasLineAnchor,
});
};
@@ -110,6 +122,7 @@ export const CitationPanelContent: FC = ({
+ {citedLineLabel && {citedLineLabel}}
{totalChunks > 0 && {totalChunks} chunks}
{!isLoading && !error && data && (
diff --git a/surfsense_web/components/citations/citation-renderer.tsx b/surfsense_web/components/citations/citation-renderer.tsx
index f2de4b27d..b0ab13f84 100644
--- a/surfsense_web/components/citations/citation-renderer.tsx
+++ b/surfsense_web/components/citations/citation-renderer.tsx
@@ -1,7 +1,7 @@
"use client";
import type { ReactNode } from "react";
-import { InlineCitation, UrlCitation } from "@/components/assistant-ui/inline-citation";
+import { InlineCitation, LineCitation, UrlCitation } from "@/components/assistant-ui/inline-citation";
import {
type CitationToken,
type CitationUrlMap,
@@ -21,6 +21,16 @@ export function renderCitationToken(token: CitationToken, ordinalKey: number): R
if (token.kind === "url") {
return ;
}
+ if (token.kind === "line") {
+ return (
+
+ );
+ }
return (
void;
+ highlightLines?: { start: number; end: number } | null;
+ forceSourceView?: boolean;
}) {
const electronAPI = useElectronAPI();
const [editorDoc, setEditorDoc] = useState(null);
@@ -205,7 +209,7 @@ export function EditorPanelContent({
const isLargeDocument = docSizeBytes > plateMaxBytes || docLineCount > plateMaxLines;
const viewerMode: ViewerMode = isMemoryMode
? "plate"
- : editorDoc?.viewer_mode === "monaco" || isLargeDocument
+ : editorDoc?.viewer_mode === "monaco" || isLargeDocument || forceSourceView
? "monaco"
: "plate";
@@ -828,6 +832,7 @@ export function EditorPanelContent({
value={editorDoc.source_markdown}
readOnly
onChange={() => {}}
+ highlightLines={highlightLines}
/>
@@ -918,6 +923,8 @@ function DesktopEditorPanel() {
searchSpaceId={panelState.searchSpaceId ?? undefined}
title={panelState.title}
onClose={closePanel}
+ highlightLines={panelState.highlightLines}
+ forceSourceView={panelState.forceSourceView}
/>
);
@@ -957,6 +964,8 @@ function MobileEditorDrawer() {
memoryScope={panelState.memoryScope ?? undefined}
searchSpaceId={panelState.searchSpaceId ?? undefined}
title={panelState.title}
+ highlightLines={panelState.highlightLines}
+ forceSourceView={panelState.forceSourceView}
/>
diff --git a/surfsense_web/components/editor/plugins/citation-kit.tsx b/surfsense_web/components/editor/plugins/citation-kit.tsx
index 97e8ec723..edba9a19e 100644
--- a/surfsense_web/components/editor/plugins/citation-kit.tsx
+++ b/surfsense_web/components/editor/plugins/citation-kit.tsx
@@ -3,9 +3,10 @@
import { type Descendant, KEYS } from "platejs";
import { createPlatePlugin, type PlateElementProps } from "platejs/react";
import type { FC } from "react";
-import { InlineCitation, UrlCitation } from "@/components/assistant-ui/inline-citation";
+import { InlineCitation, LineCitation, UrlCitation } from "@/components/assistant-ui/inline-citation";
import {
CITATION_REGEX,
+ type CitationToken,
type CitationUrlMap,
parseTextWithCitations,
} from "@/lib/citations/citation-parser";
@@ -17,9 +18,12 @@ import {
*/
export type CitationElementNode = {
type: "citation";
- kind: "chunk" | "doc" | "url";
+ kind: "chunk" | "doc" | "url" | "line";
chunkId?: number;
url?: string;
+ documentId?: number;
+ startLine?: number;
+ endLine?: number;
/** Original literal token that produced this citation node. */
rawText: string;
children: [{ text: "" }];
@@ -33,11 +37,22 @@ const CitationElement: FC> = ({
element,
}) => {
const isUrl = element.kind === "url";
+ const isLine =
+ element.kind === "line" &&
+ element.documentId !== undefined &&
+ element.startLine !== undefined &&
+ element.endLine !== undefined;
return (
{isUrl && element.url ? (
+ ) : isLine ? (
+
) : element.chunkId !== undefined ? (
) : null}
@@ -97,10 +112,7 @@ function copyMarks(textNode: SlateText): Record {
return marks;
}
-function makeCitationElement(
- rawText: string,
- segment: { kind: "url"; url: string } | { kind: "chunk"; chunkId: number; isDocsChunk: boolean }
-): CitationElementNode {
+function makeCitationElement(rawText: string, segment: CitationToken): CitationElementNode {
if (segment.kind === "url") {
return {
type: CITATION_TYPE,
@@ -110,6 +122,17 @@ function makeCitationElement(
children: [{ text: "" }],
};
}
+ if (segment.kind === "line") {
+ return {
+ type: CITATION_TYPE,
+ kind: "line",
+ documentId: segment.documentId,
+ startLine: segment.startLine,
+ endLine: segment.endLine,
+ rawText,
+ children: [{ text: "" }],
+ };
+ }
return {
type: CITATION_TYPE,
kind: segment.isDocsChunk ? "doc" : "chunk",
diff --git a/surfsense_web/components/editor/source-code-editor.tsx b/surfsense_web/components/editor/source-code-editor.tsx
index 9102dffe9..4af4f2125 100644
--- a/surfsense_web/components/editor/source-code-editor.tsx
+++ b/surfsense_web/components/editor/source-code-editor.tsx
@@ -2,7 +2,7 @@
import dynamic from "next/dynamic";
import { useTheme } from "next-themes";
-import { useEffect, useRef } from "react";
+import { useCallback, useEffect, useRef } from "react";
import { Spinner } from "@/components/ui/spinner";
const MonacoEditor = dynamic(() => import("@monaco-editor/react"), {
@@ -17,6 +17,8 @@ interface SourceCodeEditorProps {
readOnly?: boolean;
fontSize?: number;
onSave?: () => Promise | void;
+ /** 1-based inclusive line range to reveal and highlight (e.g. a citation). */
+ highlightLines?: { start: number; end: number } | null;
}
export function SourceCodeEditor({
@@ -27,10 +29,45 @@ export function SourceCodeEditor({
readOnly = false,
fontSize = 12,
onSave,
+ highlightLines = null,
}: SourceCodeEditorProps) {
const { resolvedTheme } = useTheme();
const onSaveRef = useRef(onSave);
const monacoRef = useRef(null);
+ const editorRef = useRef(null);
+ const decorationsRef = useRef(null);
+ const highlightLinesRef = useRef(highlightLines);
+ highlightLinesRef.current = highlightLines;
+
+ const applyHighlight = useCallback(() => {
+ const editor = editorRef.current;
+ const monaco = monacoRef.current;
+ if (!editor || !monaco) return;
+ if (decorationsRef.current) {
+ decorationsRef.current.clear();
+ decorationsRef.current = null;
+ }
+ const range = highlightLinesRef.current;
+ if (!range) return;
+ const lineCount = editor.getModel()?.getLineCount() ?? range.end;
+ const start = Math.min(Math.max(1, Math.floor(range.start)), lineCount);
+ const end = Math.min(Math.max(start, Math.floor(range.end)), lineCount);
+ try {
+ decorationsRef.current = editor.createDecorationsCollection([
+ {
+ range: new monaco.Range(start, 1, end, 1),
+ options: { isWholeLine: true, className: "citation-line-highlight" },
+ },
+ ]);
+ } catch {
+ // Decoration failure must not block the reveal below.
+ }
+ editor.revealLinesInCenter(start, end, monaco.editor.ScrollType.Immediate);
+ }, []);
+
+ useEffect(() => {
+ applyHighlight();
+ }, [applyHighlight, highlightLines?.start, highlightLines?.end]);
const normalizedModelPath = (() => {
const raw = (path || "local-file.txt").trim();
const withLeadingSlash = raw.startsWith("/") ? raw : `/${raw}`;
@@ -104,7 +141,16 @@ export function SourceCodeEditor({
}}
onMount={(editor, monaco) => {
monacoRef.current = monaco;
+ editorRef.current = editor;
applySidebarTheme(monaco);
+ // Reveal now, then once more after the first layout settles:
+ // the panel slide-in animation means the editor often has no
+ // usable viewport height on the initial frame.
+ applyHighlight();
+ const layoutSub = editor.onDidLayoutChange(() => {
+ applyHighlight();
+ layoutSub.dispose();
+ });
if (!isManualSaveEnabled) return;
editor.addCommand(monaco.KeyMod.CtrlCmd | monaco.KeyCode.KeyS, () => {
void onSaveRef.current?.();
diff --git a/surfsense_web/components/layout/ui/right-panel/RightPanel.tsx b/surfsense_web/components/layout/ui/right-panel/RightPanel.tsx
index 5a7588979..6662d7830 100644
--- a/surfsense_web/components/layout/ui/right-panel/RightPanel.tsx
+++ b/surfsense_web/components/layout/ui/right-panel/RightPanel.tsx
@@ -12,6 +12,7 @@ import { rightPanelCollapsedAtom, rightPanelTabAtom } from "@/atoms/layout/right
import { Button } from "@/components/ui/button";
import { Tooltip, TooltipContent, TooltipTrigger } from "@/components/ui/tooltip";
import { closeHitlEditPanelAtom, hitlEditPanelAtom } from "@/features/chat-messages/hitl";
+import { useMediaQuery } from "@/hooks/use-media-query";
import { cn } from "@/lib/utils";
import { DocumentsSidebar } from "../sidebar";
@@ -196,6 +197,9 @@ export function RightPanel({
const citationState = useAtomValue(citationPanelAtom);
const closeCitation = useSetAtom(closeCitationPanelAtom);
const [collapsed, setCollapsed] = useAtom(rightPanelCollapsedAtom);
+ // Desktop-only surface; mobile uses the dedicated Mobile* drawers. Without
+ // this guard both render together and two editors fight over one model.
+ const isDesktop = useMediaQuery("(min-width: 1024px)");
const documentsOpen = documentsPanel?.open ?? false;
const reportOpen = reportState.isOpen && !!reportState.reportId;
@@ -267,7 +271,7 @@ export function RightPanel({
setCollapsed(true)} />
) : null;
- if (!isVisible) return null;
+ if (!isVisible || !isDesktop) return null;
return (
)}
diff --git a/surfsense_web/contracts/types/document.types.ts b/surfsense_web/contracts/types/document.types.ts
index da1dac537..a7fa19e18 100644
--- a/surfsense_web/contracts/types/document.types.ts
+++ b/surfsense_web/contracts/types/document.types.ts
@@ -70,10 +70,15 @@ export const documentWithChunks = document.extend({
id: z.number(),
content: z.string(),
created_at: z.string(),
+ start_char: z.number().nullable().optional(),
+ end_char: z.number().nullable().optional(),
})
),
total_chunks: z.number().optional().default(0),
chunk_start_index: z.number().optional().default(0),
+ // 1-based inclusive line range of the cited chunk within source_markdown.
+ cited_start_line: z.number().nullable().optional(),
+ cited_end_line: z.number().nullable().optional(),
});
/**
diff --git a/surfsense_web/lib/citations/citation-parser.ts b/surfsense_web/lib/citations/citation-parser.ts
index 533c644c2..0d320956f 100644
--- a/surfsense_web/lib/citations/citation-parser.ts
+++ b/surfsense_web/lib/citations/citation-parser.ts
@@ -18,12 +18,16 @@ import { FENCED_OR_INLINE_CODE } from "@/lib/markdown/code-regions";
* sometimes emit.
*/
export const CITATION_REGEX =
- /[[【]\u200B?citation:\s*(https?:\/\/[^\]】\u200B]+|urlcite\d+|(?:doc-)?-?\d+(?:\s*,\s*(?:doc-)?-?\d+)*)\s*\u200B?[\]】]/g;
+ /[[【]\u200B?citation:\s*(https?:\/\/[^\]】\u200B]+|urlcite\d+|d\d+#L\d+-\d+|(?:doc-)?-?\d+(?:\s*,\s*(?:doc-)?-?\d+)*)\s*\u200B?[\]】]/g;
+
+/** Matches the knowledge-base line-citation form `d#L-`. */
+const LINE_CITATION_REGEX = /^d(\d+)#L(\d+)-(\d+)$/;
/** A single parsed citation reference. */
export type CitationToken =
| { kind: "url"; url: string }
- | { kind: "chunk"; chunkId: number; isDocsChunk: boolean };
+ | { kind: "chunk"; chunkId: number; isDocsChunk: boolean }
+ | { kind: "line"; documentId: number; startLine: number; endLine: number };
/** Output of `parseTextWithCitations` — interleaved text + citation tokens. */
export type ParsedSegment = string | CitationToken;
@@ -95,7 +99,15 @@ export function parseTextWithCitations(text: string, urlMap: CitationUrlMap): Pa
const captured = match[1];
- if (captured.startsWith("http://") || captured.startsWith("https://")) {
+ const lineMatch = LINE_CITATION_REGEX.exec(captured);
+ if (lineMatch) {
+ segments.push({
+ kind: "line",
+ documentId: Number.parseInt(lineMatch[1], 10),
+ startLine: Number.parseInt(lineMatch[2], 10),
+ endLine: Number.parseInt(lineMatch[3], 10),
+ });
+ } else if (captured.startsWith("http://") || captured.startsWith("https://")) {
segments.push({ kind: "url", url: captured.trim() });
} else if (captured.startsWith("urlcite")) {
const url = urlMap.get(captured);