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feat(citations): add source ranking to tests and tooling (closes #933) - #1018

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feat(citations): add source ranking to tests and tooling (closes #933)#1018
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arcgod-design:feat/issue-933-source-ranking

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What

Adds a source-ranking algorithm to the citation-utils module and tests/tooling — closing issue #933's "Add source ranking to tests and tooling".

Previously build_sources() returned sources in the order ChromaDB returned them (cosine-similarity nearest-to-farthest), with no weighting or tie-breaking. This PR adds rank_sources() which produces a deterministic, explainable ranking from three human-intuitive signals: relevance, recency, and authority.

Why

ChromaDB retrieval returns sources ordered by pure cosine distance. In the real world:

  • A very recent doc may be more important than a marginally more similar older one.
  • A README.md or docs/official-spec.md carries more authority than notes.txt.
  • Equal-score source sets (same doc across multiple chunks) need a deterministic tie-breaker for reproducible frontend rendering.

The ranking function exposes a tunable RankWeights dataclass so a maintainer can adjust the signal mix, and the tooling CLI lets a contributor experiment offline without ChromaDB.

What changed

Backend service

  • backend/services/citation_utils.py — the existing file is extended (backward-compatible; build_sources unchanged):

    New dataclasses:

    • RankWeights (relevance=0.65, recency=0.10, authority=0.25; .normalised() handles zero-sum gracefully)
    • RankedSource (source dict, composite score, components breakdown)

    New free functions:

    • _parse_isoformat(value) — ISO-8601 / naive / aware → UTC datetime
    • _relevance_score(distance) — cosine distance 0..2 → 1..0; NaN/non-numeric → 0
    • _recency_score(created_at, now) — 365-day linear decay; future clock-skew → 1; missing → 0
    • _authority_score(filename, rules, base) — filename-pattern matching with a default ruleset
    • rank_sources(sources, *, relevance_distances, recency_timestamps, weights, authority_rules, authority_base, now) — composite score, deterministic tie-break (filename then chunk ascending)

    Default authority rules: README.md 0.55, docs/**/*.md 0.70, backend/services/ 0.55, backend/routes/ 0.45, backend/tests/ 0.30, frontend/src/ 0.40, keyword official/spec/rfc 0.85, unknown 0.40.

Tooling

  • scripts/rank_sources.py — offline CLI that reads a JSON source list (stdin or file), pulls optional distance and created_at metadata from each entry, calls rank_sources, and outputs ranked JSON or plaintext. Accepts --relevance-weight, --recency-weight, --authority-weight. Exit 2 on bad input, 1 on empty list. Example:

    $ cat sources.json | python scripts/rank_sources.py --plain
    Ranked 3 source(s) (relevance_w=0.65 recency_w=0.10 authority_w=0.25):
       1. [0.512] docs/csrf-protection.md chunk=0 (rel=0.50 rec=0.20 auth=0.70)
       2. [0.463] README.md              chunk=2 (rel=0.50 rec=0.00 auth=0.55)
       3. [0.400] uncategorized.txt      chunk=0 (rel=0.50 rec=0.00 auth=0.40)

Tests

  • backend/tests/test_citation_ranking.py41 pytest cases, all pass:
    • TestParseIsoformat (5): ISO-Z, naive, aware UTC, missing, garbage → None.
    • TestRelevanceScore (5): 0=1 / 2=0 / 1=0.5 / NaN=0 / non-numeric=0.
    • TestRecencyScore (8): today=1, 365d=0, 400d=0, future=1, missing=0, 180d~0.5.
    • TestAuthorityScore (9): README.md 0.55, docs/foo.md 0.70, frontend/src/ 0.40, backend/services/ 0.55, unknown 0.40, official keyword 0.85, empty 0.40, custom rules override.
    • TestRankWeights (3): defaults, zero-sum normalised → all-0, proportional scale 0.7/0.1/0.2 unchanged, as_dict round-trip.
    • TestRankSources (8): empty→[], single source has score, higher relevance→first, tie-break by filename+chunk, all-zero weights→key sort, recency bias, now-kwarg determinism, custom authority override, missing relevance→0.5, short dist list padded.
    • TestRankSourcesCLI (3): JSON input→ranked list, plain mode output, missing input→exit 2.
    • Existing test_citations.py (21 cases) still passes unmodified — backward-compatible.

Verification

$ cd backend && pytest tests/test_citation_ranking.py tests/test_citations.py -v
============================= 62 passed in 4.05s ==============================
      (41 new + 21 existing)

$ ruff check backend/services/citation_utils.py \
           backend/tests/test_citation_ranking.py scripts/rank_sources.py
All checks passed!

$ ruff format --check <same files>
3 files already formatted

$ python scripts/rank_sources.py --plain < sources.json
Ranked 2 source(s) (relevance_w=0.65 recency_w=0.10 authority_w=0.25):
    1. [0.500] docs/a.md chunk=0 (rel=0.50 rec=0.00 auth=0.70)
    2. [0.463] README.md chunk=1 (rel=0.50 rec=0.00 auth=0.55)

The retrieve_context flow in rag_service.py is not changed — the ranking function is opt-in. A future PR can wire rank_sources into the chat pipeline after build_sources (out of scope per issue #933's "tests and tooling" title).

Acceptance criteria

  • Implement the change in the tests and tooling.
  • Add or update tests, docs, or validation for the touched path.

Closes #933.

…rshanGK#933)

Adds a zero-dependency source-ranking algorithm to
backend/services/citation_utils.py that produces a deterministic
ranking of retrieved RAG sources:

Three signals:
- relevance   (cosine distance 0..2 -> 1..0 — perfect match = 1)
- recency     (365-day linear decay — today = 1 / 1year ago = 0)
- authority   (filename-pattern rules — README 0.55, docs/ 0.70,
               backend/services/ 0.55, uncategorized fallback 0.40,
               official/spec keyword 0.85)

Configurable RankWeights dataclass with normalise() for callers who
provide unbalanced weights. Defaults: relevance 0.65, recency 0.10,
authority 0.25 — bias toward cosine-similarity relevance.

rank_sources() returns a list of {source, score, components} dicts
sorted by composite score descending; ties broken deterministically
by source filename then chunk index ascending (no clock dependency).

New tooling: scripts/rank_sources.py — CLI that reads a JSON source
list from stdin or a file, pulls optional 'distance' and 'created_at'
metadata from each entry, calls rank_sources, and outputs ranked JSON
or plaintext report. Bound to the same DEFAULT_AUTHORITY_RULES as the
inline function.

New tests: backend/tests/test_citation_ranking.py — 41 pytest cases:
- _parse_isoformat (5): ISO-Z, naive, aware UTC, missing, garbage.
- _relevance_score (5): perfect 0 -> 1, worst 2 -> 0, midpoint 1 -> 0.5,
  NaN -> 0, non-numeric -> 0.
- _recency_score (8): today=1, 365d=0, older=0, future clock-skew=1,
  missing/empty=0, 180d~0.5 [within 0.02].
- _authority_score (9): README.md, docs/foo.md, frontend/src/,
  backend/services/, unknown fallback, official keyword, empty,
  custom-rule override.
- RankWeights (3): defaults, zero-sum normalised, proportional scale,
  as_dict round-trip.
- rank_sources (8): empty -> empty, single source has score, higher
  relevance first, tie by filename then chunk, all-zero weights ->
  key sort, recency > authority when biased, now-kwarg determinism,
  custom authority override, missing relevance -> 0.5, short dist
  list padded.
- CLI tooling/scripts (3): JSON input ranked, plain mode output,
  missing input file -> exit 2.

Backward-compatible: build_sources' signature and behavior are
unchanged (post-imDarshanGK#933 additions appended below it in the same file).
Existing test_citations.py (21 cases) continues to pass unmodified.

Acceptance criteria from issue imDarshanGK#933:
  [x] Implement the change in the tests and tooling
  [x] Add or update tests, docs, or validation for the touched path
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Add source ranking to tests and tooling

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