Fix chat document metadata and desktop notification alignment

application/single_app/config.py

@@ -101,7 +101,7 @@
 EXECUTOR_TYPE = 'thread'
 EXECUTOR_MAX_WORKERS = 30
 SESSION_TYPE = 'filesystem'
-VERSION = "0.261.326"
+VERSION = "0.261.327"
 IS_DEVELOPMENT = is_development_env_enabled()
 
 # Opt-out for deployments where App Service Easy Auth is active but the platform

application/single_app/functions_citation_tracking.py

@@ -510,6 +510,7 @@
     for field_name in (
         "title",
         "file_name",
+        "file_type",
         "classification",
         "scope",
     ):
@@ -583,6 +584,7 @@
         incoming_metadata = {
             "title": citation.get("title") or citation.get("file_name"),
             "file_name": citation.get("file_name") or citation.get("title"),
+            "file_type": citation.get("file_type"),
             "classification": (
                 citation.get("classification")
                 or citation.get("document_classification")

application/single_app/functions_orchestration_execution.py

@@ -1283,13 +1283,13 @@
             _log_failure("Microsoft 365 citations could not be read for the answer.", self.record, exc)
             return []
 
-    def _validate_citations(self, citations):
+    def _validate_citations(self, citations, *, enrich_display=False):
         document_ids = sorted({
             citation["document_id"] for citation in citations
             if isinstance(citation, dict) and citation.get("document_id")
         })
         if not document_ids:
-            return
+            return citations
         manifest = resolve_context_source_manifest(
             self.context, document_ids, settings=self._bootstrap.get_settings(),
             user_id=self.record["user_id"],
@@ -1299,6 +1299,27 @@
             if source.get("authorization_status") == "authorized"
         }:
             raise HarnessExecutionError("context_unavailable")
+        if not enrich_display:
+            return citations
+        sources = {
+            source["document_id"]: source for source in manifest
+            if source.get("authorization_status") == "authorized"
+        }
+        enriched = deepcopy(citations)
+        for citation in enriched:
+            if not isinstance(citation, dict) or not citation.get("document_id"):
+                continue
+            source = sources[citation["document_id"]]
+            # Lineage-only Analyze/Compare references have identity, but no display metadata.
+            # Keep strict retained-result descriptors unchanged; name only the published copy.
+            for field, source_field in (("title", "display_name"), ("file_name", "file_name")):
+                value = source.get(source_field)
+                if isinstance(value, str) and value.strip():
+                    citation[field] = value.strip()
+            extension = source.get("extension")
+            if isinstance(extension, str) and extension.strip():
+                citation["file_type"] = extension.strip().lstrip(".").lower()
+        return enriched
 
     def _touch_conversation(self, documents, message=None):
         # Cache/citation integrations belong after application initialization and
@@ -1425,7 +1446,7 @@
                         citations = read_result_document_citations(self.context, reference)
                 if not self._delivery_only:
                     citations = result.get("citations") or []
-                self._validate_citations(citations)
+                citations = self._validate_citations(citations, enrich_display=True)
                 if prepared:
                     # The answer is published only while every result it read is still the user's.
                     workflow_result_contexts = self._workflow_result_lineage(current)

application/v2_ui/src/components/chat/ConversationDrawer.tsx

@@ -10,7 +10,6 @@ import { useEffect, useMemo } from 'react';
 import { clsx } from 'clsx';
 import {
     CalendarDays,
-    FileText,
     Files,
     ListOrdered,
     ListTree,
@@ -28,6 +27,12 @@ import {
 import { collectConversationMedia } from '../../lib/conversationMedia';
 import { mergeGeneratedEntries } from '../../lib/conversationGeneratedFiles';
 import { m365SecondaryLine, readUsedM365Items } from '../../lib/m365Citations';
+import {
+    conversationDocuments,
+    conversationDocumentName,
+    conversationDocumentSource,
+} from '../../lib/conversationDocuments';
+import { DocumentIcon } from '../documents/documentPresentation';
 import { EmptyState, Skeleton } from '../ui/primitives';
 import {
     GeneratedSection,
@@ -93,26 +98,6 @@ function ContentsMode() {
     );
 }
 
-function scopeLabel(document: UsedDocument): string {
-    const scope = document.scope;
-    if (!scope?.type) {
-        return '';
-    }
-    if (scope.name) {
-        return scope.name;
-    }
-    if (scope.type === 'personal') {
-        return 'Personal workspace';
-    }
-    if (scope.type === 'group') {
-        return 'Group workspace';
-    }
-    if (scope.type === 'public') {
-        return 'Public workspace';
-    }
-    return scope.type;
-}
-
 /** Summarize where in a document the citations landed. */
 function locationLabel(document: UsedDocument): string {
     const pages = (document.page_numbers ?? []).filter(
@@ -129,22 +114,34 @@ function locationLabel(document: UsedDocument): string {
 }
 
 function DocumentRow({ document }: { document: UsedDocument }) {
-    const name =
-        document.title || document.file_name || document.document_id || 'Untitled document';
+    const { title, filename } = conversationDocumentName(document);
+    const workspaces = useBootstrapStore((state) => state.data?.scope);
     // A document can be attached to the conversation without having been cited yet, so
     // the badge distinguishes "used as grounding" from "actually referenced".
     const isCited = (document.citation_ids ?? []).length > 0;
-    const scope = scopeLabel(document);
+    const scope = conversationDocumentSource(
+        document, workspaces?.groups ?? [], workspaces?.public_workspaces ?? [],
+    );
     const location = locationLabel(document);
 
     return (
-        <li className="glass-flat rounded-xl p-3">
+        <li className="glass-flat rounded-xl p-3" data-used-document={document.document_id}>
             <div className="flex items-start gap-2.5">
-                <FileText size={16} className="mt-0.5 shrink-0 text-text-3" />
+                <DocumentIcon document={document} size={16} className="mt-0.5" />
                 <div className="min-w-0 flex-1">
-                    <p className="truncate text-sm text-text-1" title={name}>
-                        {name}
+                    <p className="truncate text-sm text-text-1" title={title}>
+                        {title}
                     </p>
+                    {filename && (
+                        <p className="mt-0.5 truncate text-xs text-text-3" title={filename}>
+                            {filename}
+                        </p>
+                    )}
+                    {scope && (
+                        <p className="mt-0.5 truncate text-xs text-text-3" title={scope}>
+                            {scope}
+                        </p>
+                    )}
                     <div className="mt-1 flex flex-wrap items-center gap-x-2 gap-y-1 text-xs text-text-3">
                         {isCited && (
                             <span className="inline-flex items-center gap-1 rounded-full bg-accent-soft px-1.5 py-0.5 text-accent">
@@ -153,7 +150,6 @@ function DocumentRow({ document }: { document: UsedDocument }) {
                             </span>
                         )}
                         {location && <span>{location}</span>}
-                        {scope && <span>{scope}</span>}
                         {document.classification && <span>{document.classification}</span>}
                     </div>
                 </div>
@@ -253,28 +249,7 @@ function DocumentsMode() {
         }
     }, [activeConversationId, metadata, metadataLoading, metadataError, loadMetadata]);
 
-    const documents = useMemo(() => {
-        if (!metadata) {
-            return [] as UsedDocument[];
-        }
-        // Three sources, all document-shaped: current aggregates, the pre-v2 tracking
-        // list, and files uploaded straight into the conversation. De-duplicated by id so
-        // a document present in more than one does not appear twice.
-        const merged = new Map<string, UsedDocument>();
-        for (const list of [
-            metadata.used_documents,
-            metadata.legacy_used_documents,
-            metadata.linked_workspace_documents,
-        ]) {
-            for (const document of list ?? []) {
-                const id = String(document?.document_id ?? '').trim();
-                if (id && !merged.has(id)) {
-                    merged.set(id, document);
-                }
-            }
-        }
-        return [...merged.values()];
-    }, [metadata]);
+    const documents = useMemo(() => conversationDocuments(metadata), [metadata]);
     // Microsoft 365 items are listed only to their owner; the server sends no others.
     const m365 = useMemo(() => readUsedM365Items(metadata), [metadata]);
 

application/v2_ui/src/components/documents/documentPresentation.tsx

@@ -92,7 +92,7 @@ const EXTENSION_TONES: Record<string, string> = {
     pptx: 'text-warn',
 };
 
-export function documentExtension(document: WorkspaceDocument): string {
+export function documentExtension(document: Pick<WorkspaceDocument, 'file_type' | 'file_name'>): string {
     const explicit = String(document.file_type ?? '').replace('.', '').toLowerCase();
     if (explicit) {
         return explicit;
@@ -107,7 +107,7 @@ export function DocumentIcon({
     size = 18,
     className,
 }: {
-    document: WorkspaceDocument;
+    document: Pick<WorkspaceDocument, 'file_type' | 'file_name'>;
     size?: number;
     className?: string;
 }) {

application/v2_ui/src/components/layout/Sidebar.tsx

@@ -432,7 +432,10 @@ export function Sidebar({ mobile = false }: { mobile?: boolean }) {
                             aria-label={mobile ? 'Close navigation' : 'Collapse navigation'}
                             aria-expanded="true"
                             aria-controls="primary-navigation"
-                            className="ml-auto rounded-lg p-1.5 text-text-3 transition-colors hover:bg-surface-2 hover:text-text-1"
+                            className={clsx(
+                                'rounded-lg p-1.5 text-text-3 transition-colors hover:bg-surface-2 hover:text-text-1',
+                                mobile && 'ml-auto',
+                            )}
                         >
                             <ChevronLeft size={17} />
                         </button>

application/v2_ui/src/lib/conversationDocuments.ts

@@ -0,0 +1,64 @@
+// conversationDocuments.ts
+
+import type { ConversationMetadata, UsedDocument, WorkspaceRef } from './types';
+
+function displayText(value: unknown, documentId = ''): string {
+    if (typeof value !== 'string') return '';
+    const text = value.trim();
+    return text === documentId || ['unknown document', 'unknown', 'untitled document'].includes(text.toLowerCase())
+        ? '' : text;
+}
+
+/** Preserve the used-document set while filling gaps from other records of the same document. */
+export function conversationDocuments(metadata: ConversationMetadata | null): UsedDocument[] {
+    const merged = new Map<string, UsedDocument>();
+    for (const list of [
+        metadata?.used_documents, metadata?.legacy_used_documents, metadata?.linked_workspace_documents,
+    ]) {
+        for (const document of list ?? []) {
+            const id = String(document?.document_id ?? '').trim();
+            if (!id) continue;
+            const previous = merged.get(id);
+            if (!previous) {
+                merged.set(id, { ...document });
+                continue;
+            }
+            const combined = { ...previous };
+            for (const field of ['title', 'file_name', 'file_type'] as const) {
+                if (!displayText(previous[field], id) && displayText(document[field], id)) {
+                    combined[field] = document[field];
+                }
+            }
+            if (!previous.scope?.type) {
+                combined.scope = document.scope;
+            } else if (previous.scope.type === document.scope?.type && previous.scope.id === document.scope.id) {
+                combined.scope = { ...document.scope, ...previous.scope };
+                if (!displayText(previous.scope.name, previous.scope.id)) {
+                    combined.scope.name = document.scope.name;
+                }
+            }
+            merged.set(id, combined);
+        }
+    }
+    return [...merged.values()];
+}
+
+export function conversationDocumentName(document: UsedDocument): { title: string; filename: string } {
+    const filename = displayText(document.file_name, document.document_id);
+    const title = displayText(document.title, document.document_id) || filename || 'Untitled document';
+    return { title, filename: filename === title ? '' : filename };
+}
+
+export function conversationDocumentSource(
+    document: UsedDocument,
+    groups: readonly WorkspaceRef[],
+    publicWorkspaces: readonly WorkspaceRef[],
+): string {
+    const scope = document.scope;
+    if (scope?.type === 'personal') return 'Personal workspace';
+    if (scope?.type !== 'group' && scope?.type !== 'public') return '';
+    const catalog = scope.type === 'group' ? groups : publicWorkspaces;
+    const name = displayText(scope.name, scope.id)
+        || displayText(catalog.find((workspace) => workspace.id === scope.id)?.name, scope.id);
+    return name || (scope.type === 'group' ? 'Group workspace' : 'Public workspace');
+}

application/v2_ui/src/lib/types.ts

@@ -676,6 +676,7 @@ export interface UsedDocument {
     document_id: string;
     title?: string;
     file_name?: string;
+    file_type?: string;
     classification?: string;
     scope?: UsedDocumentScope;
     chunk_ids?: string[];