add filter unit tests (#4421)

* add filter unit tests

* fix tests

---------

Co-authored-by: Richard Kuo (Onyx) <rkuo@onyx.app>

.github/workflows/docker-build-push-model-server-container-on-tag.yml

@@ -12,29 +12,40 @@ env:
   BUILDKIT_PROGRESS: plain
 
 jobs:
-  # 1) Preliminary job to check if the changed files are relevant
+
+#   Bypassing this for now as the idea of not building is glitching
+#   releases and builds that depends on everything being tagged in docker
+#   1) Preliminary job to check if the changed files are relevant
+#   check_model_server_changes:
+#     runs-on: ubuntu-latest
+#     outputs:
+#       changed: ${{ steps.check.outputs.changed }}
+#     steps:
+#       - name: Checkout code
+#         uses: actions/checkout@v4
+# 
+#       - name: Check if relevant files changed
+#         id: check
+#         run: |
+#           # Default to "false"
+#           echo "changed=false" >> $GITHUB_OUTPUT
+# 
+#           # Compare the previous commit (github.event.before) to the current one (github.sha)
+#           # If any file in backend/model_server/** or backend/Dockerfile.model_server is changed,
+#           # set changed=true
+#           if git diff --name-only ${{ github.event.before }} ${{ github.sha }} \
+#              | grep -E '^backend/model_server/|^backend/Dockerfile.model_server'; then
+#             echo "changed=true" >> $GITHUB_OUTPUT
+#           fi
+
   check_model_server_changes:
     runs-on: ubuntu-latest
     outputs:
-      changed: ${{ steps.check.outputs.changed }}
+      changed: "true"
     steps:
-      - name: Checkout code
-        uses: actions/checkout@v4
-
-      - name: Check if relevant files changed
-        id: check
-        run: |
-          # Default to "false"
-          echo "changed=false" >> $GITHUB_OUTPUT
-
-          # Compare the previous commit (github.event.before) to the current one (github.sha)
-          # If any file in backend/model_server/** or backend/Dockerfile.model_server is changed,
-          # set changed=true
-          if git diff --name-only ${{ github.event.before }} ${{ github.sha }} \
-             | grep -E '^backend/model_server/|^backend/Dockerfile.model_server'; then
-            echo "changed=true" >> $GITHUB_OUTPUT
-          fi
-
+      - name: Bypass check and set output
+        run: echo "changed=true" >> $GITHUB_OUTPUT
+        
   build-amd64:
     needs: [check_model_server_changes]
     if: needs.check_model_server_changes.outputs.changed == 'true'

.github/workflows/pr-mit-integration-tests.yml

@@ -0,0 +1,209 @@
+name: Run MIT Integration Tests v2
+concurrency:
+  group: Run-MIT-Integration-Tests-${{ github.workflow }}-${{ github.head_ref || github.event.workflow_run.head_branch || github.run_id }}
+  cancel-in-progress: true
+
+on:
+  merge_group:
+  pull_request:
+    branches:
+      - main
+      - "release/**"
+
+env:
+  OPENAI_API_KEY: ${{ secrets.OPENAI_API_KEY }}
+  SLACK_BOT_TOKEN: ${{ secrets.SLACK_BOT_TOKEN }}
+  CONFLUENCE_TEST_SPACE_URL: ${{ secrets.CONFLUENCE_TEST_SPACE_URL }}
+  CONFLUENCE_USER_NAME: ${{ secrets.CONFLUENCE_USER_NAME }}
+  CONFLUENCE_ACCESS_TOKEN: ${{ secrets.CONFLUENCE_ACCESS_TOKEN }}
+
+jobs:
+  integration-tests-mit:
+    # See https://runs-on.com/runners/linux/
+    runs-on: [runs-on, runner=32cpu-linux-x64, "run-id=${{ github.run_id }}"]
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Login to Docker Hub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_TOKEN }}
+
+      # tag every docker image with "test" so that we can spin up the correct set
+      # of images during testing
+
+      # We don't need to build the Web Docker image since it's not yet used
+      # in the integration tests. We have a separate action to verify that it builds
+      # successfully.
+      - name: Pull Web Docker image
+        run: |
+          docker pull onyxdotapp/onyx-web-server:latest
+          docker tag onyxdotapp/onyx-web-server:latest onyxdotapp/onyx-web-server:test
+
+      # we use the runs-on cache for docker builds
+      # in conjunction with runs-on runners, it has better speed and unlimited caching
+      # https://runs-on.com/caching/s3-cache-for-github-actions/
+      # https://runs-on.com/caching/docker/
+      # https://github.com/moby/buildkit#s3-cache-experimental
+
+      # images are built and run locally for testing purposes. Not pushed.
+      - name: Build Backend Docker image
+        uses: ./.github/actions/custom-build-and-push
+        with:
+          context: ./backend
+          file: ./backend/Dockerfile
+          platforms: linux/amd64
+          tags: onyxdotapp/onyx-backend:test
+          push: false
+          load: true
+          cache-from: type=s3,prefix=cache/${{ github.repository }}/integration-tests/backend/,region=${{ env.RUNS_ON_AWS_REGION }},bucket=${{ env.RUNS_ON_S3_BUCKET_CACHE }}
+          cache-to: type=s3,prefix=cache/${{ github.repository }}/integration-tests/backend/,region=${{ env.RUNS_ON_AWS_REGION }},bucket=${{ env.RUNS_ON_S3_BUCKET_CACHE }},mode=max
+
+      - name: Build Model Server Docker image
+        uses: ./.github/actions/custom-build-and-push
+        with:
+          context: ./backend
+          file: ./backend/Dockerfile.model_server
+          platforms: linux/amd64
+          tags: onyxdotapp/onyx-model-server:test
+          push: false
+          load: true
+          cache-from: type=s3,prefix=cache/${{ github.repository }}/integration-tests/model-server/,region=${{ env.RUNS_ON_AWS_REGION }},bucket=${{ env.RUNS_ON_S3_BUCKET_CACHE }}
+          cache-to: type=s3,prefix=cache/${{ github.repository }}/integration-tests/model-server/,region=${{ env.RUNS_ON_AWS_REGION }},bucket=${{ env.RUNS_ON_S3_BUCKET_CACHE }},mode=max
+
+      - name: Build integration test Docker image
+        uses: ./.github/actions/custom-build-and-push
+        with:
+          context: ./backend
+          file: ./backend/tests/integration/Dockerfile
+          platforms: linux/amd64
+          tags: onyxdotapp/onyx-integration:test
+          push: false
+          load: true
+          cache-from: type=s3,prefix=cache/${{ github.repository }}/integration-tests/integration/,region=${{ env.RUNS_ON_AWS_REGION }},bucket=${{ env.RUNS_ON_S3_BUCKET_CACHE }}
+          cache-to: type=s3,prefix=cache/${{ github.repository }}/integration-tests/integration/,region=${{ env.RUNS_ON_AWS_REGION }},bucket=${{ env.RUNS_ON_S3_BUCKET_CACHE }},mode=max
+
+      # NOTE: Use pre-ping/null pool to reduce flakiness due to dropped connections
+      - name: Start Docker containers
+        run: |
+          cd deployment/docker_compose
+          AUTH_TYPE=basic \
+          POSTGRES_POOL_PRE_PING=true \
+          POSTGRES_USE_NULL_POOL=true \
+          REQUIRE_EMAIL_VERIFICATION=false \
+          DISABLE_TELEMETRY=true \
+          IMAGE_TAG=test \
+          INTEGRATION_TESTS_MODE=true \
+          docker compose -f docker-compose.dev.yml -p onyx-stack up -d
+        id: start_docker
+
+      - name: Wait for service to be ready
+        run: |
+          echo "Starting wait-for-service script..."
+
+          docker logs -f onyx-stack-api_server-1 &
+
+          start_time=$(date +%s)
+          timeout=300  # 5 minutes in seconds
+
+          while true; do
+            current_time=$(date +%s)
+            elapsed_time=$((current_time - start_time))
+            
+            if [ $elapsed_time -ge $timeout ]; then
+              echo "Timeout reached. Service did not become ready in 5 minutes."
+              exit 1
+            fi
+            
+            # Use curl with error handling to ignore specific exit code 56
+            response=$(curl -s -o /dev/null -w "%{http_code}" http://localhost:8080/health || echo "curl_error")
+            
+            if [ "$response" = "200" ]; then
+              echo "Service is ready!"
+              break
+            elif [ "$response" = "curl_error" ]; then
+              echo "Curl encountered an error, possibly exit code 56. Continuing to retry..."
+            else
+              echo "Service not ready yet (HTTP status $response). Retrying in 5 seconds..."
+            fi
+            
+            sleep 5
+          done
+          echo "Finished waiting for service."
+
+      - name: Start Mock Services
+        run: |
+          cd backend/tests/integration/mock_services
+          docker compose -f docker-compose.mock-it-services.yml \
+            -p mock-it-services-stack up -d
+
+      # NOTE: Use pre-ping/null to reduce flakiness due to dropped connections
+      - name: Run Standard Integration Tests
+        run: |
+          echo "Running integration tests..."
+          docker run --rm --network onyx-stack_default \
+            --name test-runner \
+            -e POSTGRES_HOST=relational_db \
+            -e POSTGRES_USER=postgres \
+            -e POSTGRES_PASSWORD=password \
+            -e POSTGRES_DB=postgres \
+            -e POSTGRES_POOL_PRE_PING=true \
+            -e POSTGRES_USE_NULL_POOL=true \
+            -e VESPA_HOST=index \
+            -e REDIS_HOST=cache \
+            -e API_SERVER_HOST=api_server \
+            -e OPENAI_API_KEY=${OPENAI_API_KEY} \
+            -e SLACK_BOT_TOKEN=${SLACK_BOT_TOKEN} \
+            -e CONFLUENCE_TEST_SPACE_URL=${CONFLUENCE_TEST_SPACE_URL} \
+            -e CONFLUENCE_USER_NAME=${CONFLUENCE_USER_NAME} \
+            -e CONFLUENCE_ACCESS_TOKEN=${CONFLUENCE_ACCESS_TOKEN} \
+            -e TEST_WEB_HOSTNAME=test-runner \
+            -e MOCK_CONNECTOR_SERVER_HOST=mock_connector_server \
+            -e MOCK_CONNECTOR_SERVER_PORT=8001 \
+            onyxdotapp/onyx-integration:test \
+            /app/tests/integration/tests \
+            /app/tests/integration/connector_job_tests
+        continue-on-error: true
+        id: run_tests
+
+      - name: Check test results
+        run: |
+          if [ ${{ steps.run_tests.outcome }} == 'failure' ]; then
+            echo "Integration tests failed. Exiting with error."
+            exit 1
+          else
+            echo "All integration tests passed successfully."
+          fi
+
+      # ------------------------------------------------------------
+      # Always gather logs BEFORE "down":
+      - name: Dump API server logs
+        if: always()
+        run: |
+          cd deployment/docker_compose
+          docker compose -f docker-compose.dev.yml -p onyx-stack logs --no-color api_server > $GITHUB_WORKSPACE/api_server.log || true
+
+      - name: Dump all-container logs (optional)
+        if: always()
+        run: |
+          cd deployment/docker_compose
+          docker compose -f docker-compose.dev.yml -p onyx-stack logs --no-color > $GITHUB_WORKSPACE/docker-compose.log || true
+
+      - name: Upload logs
+        if: always()
+        uses: actions/upload-artifact@v4
+        with:
+          name: docker-all-logs
+          path: ${{ github.workspace }}/docker-compose.log
+      # ------------------------------------------------------------
+
+      - name: Stop Docker containers
+        if: always()
+        run: |
+          cd deployment/docker_compose
+          docker compose -f docker-compose.dev.yml -p onyx-stack down -v

.github/workflows/pr-python-connector-tests.yml

@@ -1,6 +1,7 @@
 name: Connector Tests
 
 on:
+  merge_group:
   pull_request:
     branches: [main]
   schedule:
@@ -8,6 +9,10 @@ on:
     - cron: "0 16 * * *"
 
 env:
+  # AWS
+  AWS_ACCESS_KEY_ID_DAILY_CONNECTOR_TESTS: ${{ secrets.AWS_ACCESS_KEY_ID_DAILY_CONNECTOR_TESTS }}
+  AWS_SECRET_ACCESS_KEY_DAILY_CONNECTOR_TESTS: ${{ secrets.AWS_SECRET_ACCESS_KEY_DAILY_CONNECTOR_TESTS }}
+  
   # Confluence
   CONFLUENCE_TEST_SPACE_URL: ${{ secrets.CONFLUENCE_TEST_SPACE_URL }}
   CONFLUENCE_TEST_SPACE: ${{ secrets.CONFLUENCE_TEST_SPACE }}
@@ -44,14 +49,21 @@ env:
   SHAREPOINT_CLIENT_SECRET: ${{ secrets.SHAREPOINT_CLIENT_SECRET }}
   SHAREPOINT_CLIENT_DIRECTORY_ID: ${{ secrets.SHAREPOINT_CLIENT_DIRECTORY_ID }}
   SHAREPOINT_SITE: ${{ secrets.SHAREPOINT_SITE }}
+  # Github
+  ACCESS_TOKEN_GITHUB: ${{ secrets.ACCESS_TOKEN_GITHUB }}
   # Gitbook
   GITBOOK_SPACE_ID: ${{ secrets.GITBOOK_SPACE_ID }}
   GITBOOK_API_KEY: ${{ secrets.GITBOOK_API_KEY }}
+  # Notion
+  NOTION_INTEGRATION_TOKEN: ${{ secrets.NOTION_INTEGRATION_TOKEN }}
+  # Highspot
+  HIGHSPOT_KEY: ${{ secrets.HIGHSPOT_KEY }}
+  HIGHSPOT_SECRET: ${{ secrets.HIGHSPOT_SECRET }}
 
 jobs:
   connectors-check:
     # See https://runs-on.com/runners/linux/
-    runs-on: [runs-on,runner=8cpu-linux-x64,"run-id=${{ github.run_id }}"]
+    runs-on: [runs-on, runner=8cpu-linux-x64, "run-id=${{ github.run_id }}"]
 
     env:
       PYTHONPATH: ./backend
@@ -76,7 +88,7 @@ jobs:
           pip install --retries 5 --timeout 30 -r backend/requirements/dev.txt
           playwright install chromium
           playwright install-deps chromium
-          
+
       - name: Run Tests
         shell: script -q -e -c "bash --noprofile --norc -eo pipefail {0}"
         run: py.test -o junit_family=xunit2 -xv --ff backend/tests/daily/connectors

.vscode/launch.template.jsonc

@@ -6,396 +6,419 @@
     // For more information, visit: https://go.microsoft.com/fwlink/?linkid=830387
     "version": "0.2.0",
     "compounds": [
-		{
-			// Dummy entry used to label the group
-			"name": "--- Compound ---",
-		  	"configurations": [
-		  		"--- Individual ---"
-		  	],
-			"presentation": {
-				 "group": "1",
-			 }
-		},
-        {
-            "name": "Run All Onyx Services",
-            "configurations": [
-                "Web Server",
-                "Model Server",
-                "API Server",
-                "Slack Bot",
-		  		"Celery primary", 
-		  		"Celery light", 
-		  		"Celery heavy", 
-		  		"Celery indexing", 
-		  		"Celery beat",
-                "Celery monitoring",
-            ],
-			"presentation": {
-				 "group": "1",
-			 }
-        },
-		{
-			"name": "Web / Model / API",
-		  	"configurations": [
-		  		"Web Server", 
-		  		"Model Server", 
-		  		"API Server",
-		  	],
-			"presentation": {
-				 "group": "1",
-			 }
-		},
-		{
-			"name": "Celery (all)",
-		  	"configurations": [
-		  		"Celery primary", 
-		  		"Celery light", 
-		  		"Celery heavy", 
-		  		"Celery indexing", 
-		  		"Celery beat",
-                "Celery monitoring",
-		  	],
-			"presentation": {
-				 "group": "1",
-			 }
-		}
+      {
+        // Dummy entry used to label the group
+        "name": "--- Compound ---",
+        "configurations": ["--- Individual ---"],
+        "presentation": {
+          "group": "1"
+        }
+      },
+      {
+        "name": "Run All Onyx Services",
+        "configurations": [
+          "Web Server",
+          "Model Server",
+          "API Server",
+          "Slack Bot",
+          "Celery primary",
+          "Celery light",
+          "Celery heavy",
+          "Celery indexing",
+          "Celery user files indexing",
+          "Celery beat",
+          "Celery monitoring"
+        ],
+        "presentation": {
+          "group": "1"
+        }
+      },
+      {
+        "name": "Web / Model / API",
+        "configurations": ["Web Server", "Model Server", "API Server"],
+        "presentation": {
+          "group": "1"
+        }
+      },
+      {
+        "name": "Celery (all)",
+        "configurations": [
+          "Celery primary",
+          "Celery light",
+          "Celery heavy",
+          "Celery indexing",
+          "Celery user files indexing",
+          "Celery beat",
+          "Celery monitoring"
+        ],
+        "presentation": {
+          "group": "1"
+        }
+      }
     ],
     "configurations": [
-		{
-	    	// Dummy entry used to label the group
-			"name": "--- Individual ---",
-			"type": "node",
-			"request": "launch",
-			"presentation": {
-				"group": "2",
-				"order": 0
-			}
-		},
-        {
-            "name": "Web Server",
-            "type": "node",
-            "request": "launch",
-            "cwd": "${workspaceRoot}/web",
-            "runtimeExecutable": "npm",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "runtimeArgs": [
-                "run", "dev"
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "console": "integratedTerminal",
-            "consoleTitle": "Web Server Console"
+      {
+        // Dummy entry used to label the group
+        "name": "--- Individual ---",
+        "type": "node",
+        "request": "launch",
+        "presentation": {
+          "group": "2",
+          "order": 0
+        }
+      },
+      {
+        "name": "Web Server",
+        "type": "node",
+        "request": "launch",
+        "cwd": "${workspaceRoot}/web",
+        "runtimeExecutable": "npm",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "runtimeArgs": ["run", "dev"],
+        "presentation": {
+          "group": "2"
         },
-        {
-            "name": "Model Server",
-            "consoleName": "Model Server",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "uvicorn",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_LEVEL": "DEBUG",
-                "PYTHONUNBUFFERED": "1"
-            },
-            "args": [
-                "model_server.main:app",
-                "--reload",
-                "--port",
-                "9000"
-            ],
-            "presentation": {
-				 "group": "2",
-			},
-            "consoleTitle": "Model Server Console"
+        "console": "integratedTerminal",
+        "consoleTitle": "Web Server Console"
+      },
+      {
+        "name": "Model Server",
+        "consoleName": "Model Server",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "uvicorn",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_LEVEL": "DEBUG",
+          "PYTHONUNBUFFERED": "1"
         },
-        {
-            "name": "API Server",
-            "consoleName": "API Server",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "uvicorn",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_DANSWER_MODEL_INTERACTIONS": "True",
-                "LOG_LEVEL": "DEBUG",
-                "PYTHONUNBUFFERED": "1"
-            },
-            "args": [
-                "onyx.main:app",
-                "--reload",
-                "--port",
-                "8080"
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "consoleTitle": "API Server Console"
+        "args": ["model_server.main:app", "--reload", "--port", "9000"],
+        "presentation": {
+          "group": "2"
         },
-        // For the listener to access the Slack API,
-        // DANSWER_BOT_SLACK_APP_TOKEN & DANSWER_BOT_SLACK_BOT_TOKEN need to be set in .env file located in the root of the project
-        {
-            "name": "Slack Bot",
-            "consoleName": "Slack Bot",
-            "type": "debugpy",
-            "request": "launch",
-            "program": "onyx/onyxbot/slack/listener.py",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_LEVEL": "DEBUG",
-                "PYTHONUNBUFFERED": "1",
-                "PYTHONPATH": "."
-            },
-            "presentation": {
-				 "group": "2",
-			},
-            "consoleTitle": "Slack Bot Console"
+        "consoleTitle": "Model Server Console"
+      },
+      {
+        "name": "API Server",
+        "consoleName": "API Server",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "uvicorn",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_DANSWER_MODEL_INTERACTIONS": "True",
+          "LOG_LEVEL": "DEBUG",
+          "PYTHONUNBUFFERED": "1"
         },
-        {
-            "name": "Celery primary",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "celery",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_LEVEL": "INFO",
-                "PYTHONUNBUFFERED": "1",
-                "PYTHONPATH": "."
-            },
-            "args": [
-                "-A",
-                "onyx.background.celery.versioned_apps.primary",
-                "worker",
-                "--pool=threads",
-                "--concurrency=4",
-                "--prefetch-multiplier=1",
-                "--loglevel=INFO",
-                "--hostname=primary@%n",
-                "-Q",
-                "celery",
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "consoleTitle": "Celery primary Console"
+        "args": ["onyx.main:app", "--reload", "--port", "8080"],
+        "presentation": {
+          "group": "2"
         },
-        {
-            "name": "Celery light",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "celery",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_LEVEL": "INFO",
-                "PYTHONUNBUFFERED": "1",
-                "PYTHONPATH": "."
-            },
-            "args": [
-                "-A",
-                "onyx.background.celery.versioned_apps.light",
-                "worker",
-                "--pool=threads",
-                "--concurrency=64",
-                "--prefetch-multiplier=8",
-                "--loglevel=INFO",
-                "--hostname=light@%n",
-                "-Q",
-                "vespa_metadata_sync,connector_deletion,doc_permissions_upsert,checkpoint_cleanup",
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "consoleTitle": "Celery light Console"
+        "consoleTitle": "API Server Console"
+      },
+      // For the listener to access the Slack API,
+      // DANSWER_BOT_SLACK_APP_TOKEN & DANSWER_BOT_SLACK_BOT_TOKEN need to be set in .env file located in the root of the project
+      {
+        "name": "Slack Bot",
+        "consoleName": "Slack Bot",
+        "type": "debugpy",
+        "request": "launch",
+        "program": "onyx/onyxbot/slack/listener.py",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_LEVEL": "DEBUG",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
         },
-        {
-            "name": "Celery heavy",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "celery",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_LEVEL": "INFO",
-                "PYTHONUNBUFFERED": "1",
-                "PYTHONPATH": "."
-            },
-            "args": [
-                "-A",
-                "onyx.background.celery.versioned_apps.heavy",
-                "worker",
-                "--pool=threads",
-                "--concurrency=4",
-                "--prefetch-multiplier=1",
-                "--loglevel=INFO",
-                "--hostname=heavy@%n",
-                "-Q",
-                "connector_pruning,connector_doc_permissions_sync,connector_external_group_sync",
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "consoleTitle": "Celery heavy Console"
+        "presentation": {
+          "group": "2"
         },
-        {
-            "name": "Celery indexing",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "celery",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "ENABLE_MULTIPASS_INDEXING": "false",
-                "LOG_LEVEL": "DEBUG",
-                "PYTHONUNBUFFERED": "1",
-                "PYTHONPATH": "."
-            },
-            "args": [
-                "-A",
-                "onyx.background.celery.versioned_apps.indexing",
-                "worker",
-                "--pool=threads",
-                "--concurrency=1",
-                "--prefetch-multiplier=1",
-                "--loglevel=INFO",
-                "--hostname=indexing@%n",
-                "-Q",
-                "connector_indexing",
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "consoleTitle": "Celery indexing Console"
+        "consoleTitle": "Slack Bot Console"
+      },
+      {
+        "name": "Celery primary",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "celery",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_LEVEL": "INFO",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
         },
-        {
-            "name": "Celery monitoring",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "celery",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {},
-            "args": [
-                "-A",
-                "onyx.background.celery.versioned_apps.monitoring",
-                "worker",
-                "--pool=solo",
-                "--concurrency=1",
-                "--prefetch-multiplier=1",
-                "--loglevel=INFO",
-                "--hostname=monitoring@%n",
-                "-Q",
-                "monitoring",
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "consoleTitle": "Celery monitoring Console"
+        "args": [
+          "-A",
+          "onyx.background.celery.versioned_apps.primary",
+          "worker",
+          "--pool=threads",
+          "--concurrency=4",
+          "--prefetch-multiplier=1",
+          "--loglevel=INFO",
+          "--hostname=primary@%n",
+          "-Q",
+          "celery"
+        ],
+        "presentation": {
+          "group": "2"
         },
-        {
-            "name": "Celery beat",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "celery",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_LEVEL": "DEBUG",
-                "PYTHONUNBUFFERED": "1",
-                "PYTHONPATH": "."
-            },
-            "args": [
-                "-A",
-                "onyx.background.celery.versioned_apps.beat",
-                "beat",
-                "--loglevel=INFO",
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "consoleTitle": "Celery beat Console"
+        "consoleTitle": "Celery primary Console"
+      },
+      {
+        "name": "Celery light",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "celery",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_LEVEL": "INFO",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
         },
-        {
-            "name": "Pytest",
-            "consoleName": "Pytest",
-            "type": "debugpy",
-            "request": "launch",
-            "module": "pytest",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_LEVEL": "DEBUG",
-                "PYTHONUNBUFFERED": "1",
-                "PYTHONPATH": "."
-            },
-            "args": [
-                "-v"
-                // Specify a sepcific module/test to run or provide nothing to run all tests
-                //"tests/unit/onyx/llm/answering/test_prune_and_merge.py"
-            ],
-            "presentation": {
-				 "group": "2",
-			 },
-            "consoleTitle": "Pytest Console"
+        "args": [
+          "-A",
+          "onyx.background.celery.versioned_apps.light",
+          "worker",
+          "--pool=threads",
+          "--concurrency=64",
+          "--prefetch-multiplier=8",
+          "--loglevel=INFO",
+          "--hostname=light@%n",
+          "-Q",
+          "vespa_metadata_sync,connector_deletion,doc_permissions_upsert"
+        ],
+        "presentation": {
+          "group": "2"
         },
-		{
-	    	// Dummy entry used to label the group
-			"name": "--- Tasks ---",
-			"type": "node",
-			"request": "launch",
-			"presentation": {
-				"group": "3",
-				"order": 0
-			}
-		},
-        {
-            "name": "Clear and Restart External Volumes and Containers",
-            "type": "node",
-            "request": "launch",
-            "runtimeExecutable": "bash",
-            "runtimeArgs": ["${workspaceFolder}/backend/scripts/restart_containers.sh"],
-            "cwd": "${workspaceFolder}",
-            "console": "integratedTerminal",
-            "stopOnEntry": true,
-            "presentation": {
-				 "group": "3",
-			 },
+        "consoleTitle": "Celery light Console"
+      },
+      {
+        "name": "Celery heavy",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "celery",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_LEVEL": "INFO",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
         },
-        {
-	        // Celery jobs launched through a single background script (legacy)
-	        // Recommend using the "Celery (all)" compound launch instead.
-            "name": "Background Jobs",
-            "consoleName": "Background Jobs",
-            "type": "debugpy",
-            "request": "launch",
-            "program": "scripts/dev_run_background_jobs.py",
-            "cwd": "${workspaceFolder}/backend",
-            "envFile": "${workspaceFolder}/.vscode/.env",
-            "env": {
-                "LOG_DANSWER_MODEL_INTERACTIONS": "True",
-                "LOG_LEVEL": "DEBUG",
-                "PYTHONUNBUFFERED": "1",
-                "PYTHONPATH": "."
-            },
+        "args": [
+          "-A",
+          "onyx.background.celery.versioned_apps.heavy",
+          "worker",
+          "--pool=threads",
+          "--concurrency=4",
+          "--prefetch-multiplier=1",
+          "--loglevel=INFO",
+          "--hostname=heavy@%n",
+          "-Q",
+          "connector_pruning,connector_doc_permissions_sync,connector_external_group_sync"
+        ],
+        "presentation": {
+          "group": "2"
         },
-        {
-            "name": "Install Python Requirements",
-            "type": "node",
-            "request": "launch",
-            "runtimeExecutable": "bash",
-            "runtimeArgs": [
-                "-c",
-                "pip install -r backend/requirements/default.txt && pip install -r backend/requirements/dev.txt && pip install -r backend/requirements/ee.txt && pip install -r backend/requirements/model_server.txt"
-            ],
-            "cwd": "${workspaceFolder}",
-            "console": "integratedTerminal",
-            "presentation": {
-                 "group": "3"
-            }
+        "consoleTitle": "Celery heavy Console"
+      },
+      {
+        "name": "Celery indexing",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "celery",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "ENABLE_MULTIPASS_INDEXING": "false",
+          "LOG_LEVEL": "DEBUG",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
         },
+        "args": [
+          "-A",
+          "onyx.background.celery.versioned_apps.indexing",
+          "worker",
+          "--pool=threads",
+          "--concurrency=1",
+          "--prefetch-multiplier=1",
+          "--loglevel=INFO",
+          "--hostname=indexing@%n",
+          "-Q",
+          "connector_indexing"
+        ],
+        "presentation": {
+          "group": "2"
+        },
+        "consoleTitle": "Celery indexing Console"
+      },
+      {
+        "name": "Celery monitoring",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "celery",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {},
+        "args": [
+          "-A",
+          "onyx.background.celery.versioned_apps.monitoring",
+          "worker",
+          "--pool=solo",
+          "--concurrency=1",
+          "--prefetch-multiplier=1",
+          "--loglevel=INFO",
+          "--hostname=monitoring@%n",
+          "-Q",
+          "monitoring"
+        ],
+        "presentation": {
+          "group": "2"
+        },
+        "consoleTitle": "Celery monitoring Console"
+      },
+      {
+        "name": "Celery beat",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "celery",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_LEVEL": "DEBUG",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
+        },
+        "args": [
+          "-A",
+          "onyx.background.celery.versioned_apps.beat",
+          "beat",
+          "--loglevel=INFO"
+        ],
+        "presentation": {
+          "group": "2"
+        },
+        "consoleTitle": "Celery beat Console"
+      },
+      {
+        "name": "Celery user files indexing",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "celery",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_LEVEL": "DEBUG",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
+        },
+        "args": [
+          "-A",
+          "onyx.background.celery.versioned_apps.indexing",
+          "worker",
+          "--pool=threads",
+          "--concurrency=1",
+          "--prefetch-multiplier=1",
+          "--loglevel=INFO",
+          "--hostname=user_files_indexing@%n",
+          "-Q",
+          "user_files_indexing"
+        ],
+        "presentation": {
+          "group": "2"
+        },
+        "consoleTitle": "Celery user files indexing Console"
+      },
+      {
+        "name": "Pytest",
+        "consoleName": "Pytest",
+        "type": "debugpy",
+        "request": "launch",
+        "module": "pytest",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_LEVEL": "DEBUG",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
+        },
+        "args": [
+          "-v"
+          // Specify a sepcific module/test to run or provide nothing to run all tests
+          //"tests/unit/onyx/llm/answering/test_prune_and_merge.py"
+        ],
+        "presentation": {
+          "group": "2"
+        },
+        "consoleTitle": "Pytest Console"
+      },
+      {
+        // Dummy entry used to label the group
+        "name": "--- Tasks ---",
+        "type": "node",
+        "request": "launch",
+        "presentation": {
+          "group": "3",
+          "order": 0
+        }
+      },
+      {
+        "name": "Clear and Restart External Volumes and Containers",
+        "type": "node",
+        "request": "launch",
+        "runtimeExecutable": "bash",
+        "runtimeArgs": [
+          "${workspaceFolder}/backend/scripts/restart_containers.sh"
+        ],
+        "cwd": "${workspaceFolder}",
+        "console": "integratedTerminal",
+        "stopOnEntry": true,
+        "presentation": {
+          "group": "3"
+        }
+      },
+      {
+        // Celery jobs launched through a single background script (legacy)
+        // Recommend using the "Celery (all)" compound launch instead.
+        "name": "Background Jobs",
+        "consoleName": "Background Jobs",
+        "type": "debugpy",
+        "request": "launch",
+        "program": "scripts/dev_run_background_jobs.py",
+        "cwd": "${workspaceFolder}/backend",
+        "envFile": "${workspaceFolder}/.vscode/.env",
+        "env": {
+          "LOG_DANSWER_MODEL_INTERACTIONS": "True",
+          "LOG_LEVEL": "DEBUG",
+          "PYTHONUNBUFFERED": "1",
+          "PYTHONPATH": "."
+        }
+      },
+      {
+        "name": "Install Python Requirements",
+        "type": "node",
+        "request": "launch",
+        "runtimeExecutable": "bash",
+        "runtimeArgs": [
+          "-c",
+          "pip install -r backend/requirements/default.txt && pip install -r backend/requirements/dev.txt && pip install -r backend/requirements/ee.txt && pip install -r backend/requirements/model_server.txt"
+        ],
+        "cwd": "${workspaceFolder}",
+        "console": "integratedTerminal",
+        "presentation": {
+          "group": "3"
+        }
+      },
+      {
+        "name": "Debug React Web App in Chrome",
+        "type": "chrome",
+        "request": "launch",
+        "url": "http://localhost:3000",
+        "webRoot": "${workspaceFolder}/web"
+      }
     ]
-}
+  }
+  

README.md

@@ -114,3 +114,4 @@ To try the Onyx Enterprise Edition:
 
 ## 💡 Contributing
 Looking to contribute? Please check out the [Contribution Guide](CONTRIBUTING.md) for more details.
+

backend/Dockerfile

@@ -8,7 +8,7 @@ Edition features outside of personal development or testing purposes. Please rea
 founders@onyx.app for more information. Please visit https://github.com/onyx-dot-app/onyx"
 
 # Default ONYX_VERSION, typically overriden during builds by GitHub Actions.
-ARG ONYX_VERSION=0.8-dev
+ARG ONYX_VERSION=0.0.0-dev
 # DO_NOT_TRACK is used to disable telemetry for Unstructured
 ENV ONYX_VERSION=${ONYX_VERSION} \
     DANSWER_RUNNING_IN_DOCKER="true" \
@@ -102,6 +102,7 @@ COPY ./alembic /app/alembic
 COPY ./alembic_tenants /app/alembic_tenants
 COPY ./alembic.ini /app/alembic.ini
 COPY supervisord.conf /usr/etc/supervisord.conf
+COPY ./static /app/static
 
 # Escape hatch scripts
 COPY ./scripts/debugging /app/scripts/debugging

backend/Dockerfile.model_server

@@ -7,7 +7,7 @@ You can find it at https://hub.docker.com/r/onyx/onyx-model-server. For more det
 visit https://github.com/onyx-dot-app/onyx."
 
 # Default ONYX_VERSION, typically overriden during builds by GitHub Actions.
-ARG ONYX_VERSION=0.8-dev
+ARG ONYX_VERSION=0.0.0-dev
 ENV ONYX_VERSION=${ONYX_VERSION} \
     DANSWER_RUNNING_IN_DOCKER="true"
 
@@ -31,7 +31,8 @@ RUN python -c "from transformers import AutoTokenizer; \
 AutoTokenizer.from_pretrained('distilbert-base-uncased'); \
 AutoTokenizer.from_pretrained('mixedbread-ai/mxbai-rerank-xsmall-v1'); \
 from huggingface_hub import snapshot_download; \
-snapshot_download(repo_id='danswer/hybrid-intent-token-classifier', revision='v1.0.3'); \
+snapshot_download(repo_id='onyx-dot-app/hybrid-intent-token-classifier'); \
+snapshot_download(repo_id='onyx-dot-app/information-content-model'); \
 snapshot_download('nomic-ai/nomic-embed-text-v1'); \
 snapshot_download('mixedbread-ai/mxbai-rerank-xsmall-v1'); \
 from sentence_transformers import SentenceTransformer; \

backend/alembic.ini

@@ -84,7 +84,7 @@ keys = console
 keys = generic
 
 [logger_root]
-level = WARN
+level = INFO
 handlers = console
 qualname =
 

backend/alembic/env.py

@@ -25,6 +25,9 @@ from shared_configs.configs import MULTI_TENANT, POSTGRES_DEFAULT_SCHEMA
 from onyx.db.models import Base
 from celery.backends.database.session import ResultModelBase  # type: ignore
 
+# Make sure in alembic.ini [logger_root] level=INFO is set or most logging will be
+# hidden! (defaults to level=WARN)
+
 # Alembic Config object
 config = context.config
 
@@ -36,6 +39,7 @@ if config.config_file_name is not None and config.attributes.get(
 target_metadata = [Base.metadata, ResultModelBase.metadata]
 
 EXCLUDE_TABLES = {"kombu_queue", "kombu_message"}
+
 logger = logging.getLogger(__name__)
 
 ssl_context: ssl.SSLContext | None = None
@@ -64,7 +68,7 @@ def include_object(
     return True
 
 
-def get_schema_options() -> tuple[str, bool, bool]:
+def get_schema_options() -> tuple[str, bool, bool, bool]:
     x_args_raw = context.get_x_argument()
     x_args = {}
     for arg in x_args_raw:
@@ -76,6 +80,10 @@ def get_schema_options() -> tuple[str, bool, bool]:
     create_schema = x_args.get("create_schema", "true").lower() == "true"
     upgrade_all_tenants = x_args.get("upgrade_all_tenants", "false").lower() == "true"
 
+    # continue on error with individual tenant
+    # only applies to online migrations
+    continue_on_error = x_args.get("continue", "false").lower() == "true"
+
     if (
         MULTI_TENANT
         and schema_name == POSTGRES_DEFAULT_SCHEMA
@@ -86,14 +94,12 @@ def get_schema_options() -> tuple[str, bool, bool]:
             "Please specify a tenant-specific schema."
         )
 
-    return schema_name, create_schema, upgrade_all_tenants
+    return schema_name, create_schema, upgrade_all_tenants, continue_on_error
 
 
 def do_run_migrations(
     connection: Connection, schema_name: str, create_schema: bool
 ) -> None:
-    logger.info(f"About to migrate schema: {schema_name}")
-
     if create_schema:
         connection.execute(text(f'CREATE SCHEMA IF NOT EXISTS "{schema_name}"'))
         connection.execute(text("COMMIT"))
@@ -134,7 +140,12 @@ def provide_iam_token_for_alembic(
 
 
 async def run_async_migrations() -> None:
-    schema_name, create_schema, upgrade_all_tenants = get_schema_options()
+    (
+        schema_name,
+        create_schema,
+        upgrade_all_tenants,
+        continue_on_error,
+    ) = get_schema_options()
 
     engine = create_async_engine(
         build_connection_string(),
@@ -151,9 +162,15 @@ async def run_async_migrations() -> None:
 
     if upgrade_all_tenants:
         tenant_schemas = get_all_tenant_ids()
+
+        i_tenant = 0
+        num_tenants = len(tenant_schemas)
         for schema in tenant_schemas:
+            i_tenant += 1
+            logger.info(
+                f"Migrating schema: index={i_tenant} num_tenants={num_tenants} schema={schema}"
+            )
             try:
-                logger.info(f"Migrating schema: {schema}")
                 async with engine.connect() as connection:
                     await connection.run_sync(
                         do_run_migrations,
@@ -162,7 +179,12 @@ async def run_async_migrations() -> None:
                     )
             except Exception as e:
                 logger.error(f"Error migrating schema {schema}: {e}")
-                raise
+                if not continue_on_error:
+                    logger.error("--continue is not set, raising exception!")
+                    raise
+
+                logger.warning("--continue is set, continuing to next schema.")
+
     else:
         try:
             logger.info(f"Migrating schema: {schema_name}")
@@ -180,7 +202,11 @@ async def run_async_migrations() -> None:
 
 
 def run_migrations_offline() -> None:
-    schema_name, _, upgrade_all_tenants = get_schema_options()
+    """This doesn't really get used when we migrate in the cloud."""
+
+    logger.info("run_migrations_offline starting.")
+
+    schema_name, _, upgrade_all_tenants, continue_on_error = get_schema_options()
     url = build_connection_string()
 
     if upgrade_all_tenants:
@@ -230,6 +256,7 @@ def run_migrations_offline() -> None:
 
 
 def run_migrations_online() -> None:
+    logger.info("run_migrations_online starting.")
     asyncio.run(run_async_migrations())
 
 

backend/alembic/versions/3781a5eb12cb_add_chunk_stats_table.py

@@ -0,0 +1,51 @@
+"""add chunk stats table
+
+Revision ID: 3781a5eb12cb
+Revises: df46c75b714e
+Create Date: 2025-03-10 10:02:30.586666
+
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = "3781a5eb12cb"
+down_revision = "df46c75b714e"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "chunk_stats",
+        sa.Column("id", sa.String(), primary_key=True, index=True),
+        sa.Column(
+            "document_id",
+            sa.String(),
+            sa.ForeignKey("document.id"),
+            nullable=False,
+            index=True,
+        ),
+        sa.Column("chunk_in_doc_id", sa.Integer(), nullable=False),
+        sa.Column("information_content_boost", sa.Float(), nullable=True),
+        sa.Column(
+            "last_modified",
+            sa.DateTime(timezone=True),
+            nullable=False,
+            index=True,
+            server_default=sa.func.now(),
+        ),
+        sa.Column("last_synced", sa.DateTime(timezone=True), nullable=True, index=True),
+        sa.UniqueConstraint(
+            "document_id", "chunk_in_doc_id", name="uq_chunk_stats_doc_chunk"
+        ),
+    )
+
+    op.create_index(
+        "ix_chunk_sync_status", "chunk_stats", ["last_modified", "last_synced"]
+    )
+
+
+def downgrade() -> None:
+    op.drop_index("ix_chunk_sync_status", table_name="chunk_stats")
+    op.drop_table("chunk_stats")

backend/alembic/versions/3934b1bc7b62_update_github_connector_repo_name_to_.py

@@ -0,0 +1,125 @@
+"""Update GitHub connector repo_name to repositories
+
+Revision ID: 3934b1bc7b62
+Revises: b7c2b63c4a03
+Create Date: 2025-03-05 10:50:30.516962
+
+"""
+from alembic import op
+import sqlalchemy as sa
+import json
+import logging
+
+# revision identifiers, used by Alembic.
+revision = "3934b1bc7b62"
+down_revision = "b7c2b63c4a03"
+branch_labels = None
+depends_on = None
+
+logger = logging.getLogger("alembic.runtime.migration")
+
+
+def upgrade() -> None:
+    # Get all GitHub connectors
+    conn = op.get_bind()
+
+    # First get all GitHub connectors
+    github_connectors = conn.execute(
+        sa.text(
+            """
+            SELECT id, connector_specific_config
+            FROM connector
+            WHERE source = 'GITHUB'
+            """
+        )
+    ).fetchall()
+
+    # Update each connector's config
+    updated_count = 0
+    for connector_id, config in github_connectors:
+        try:
+            if not config:
+                logger.warning(f"Connector {connector_id} has no config, skipping")
+                continue
+
+            # Parse the config if it's a string
+            if isinstance(config, str):
+                config = json.loads(config)
+
+            if "repo_name" not in config:
+                continue
+
+            # Create new config with repositories instead of repo_name
+            new_config = dict(config)
+            repo_name_value = new_config.pop("repo_name")
+            new_config["repositories"] = repo_name_value
+
+            # Update the connector with the new config
+            conn.execute(
+                sa.text(
+                    """
+                    UPDATE connector
+                    SET connector_specific_config = :new_config
+                    WHERE id = :connector_id
+                    """
+                ),
+                {"connector_id": connector_id, "new_config": json.dumps(new_config)},
+            )
+            updated_count += 1
+        except Exception as e:
+            logger.error(f"Error updating connector {connector_id}: {str(e)}")
+
+
+def downgrade() -> None:
+    # Get all GitHub connectors
+    conn = op.get_bind()
+
+    logger.debug(
+        "Starting rollback of GitHub connectors from repositories to repo_name"
+    )
+
+    github_connectors = conn.execute(
+        sa.text(
+            """
+            SELECT id, connector_specific_config
+            FROM connector
+            WHERE source = 'GITHUB'
+            """
+        )
+    ).fetchall()
+
+    logger.debug(f"Found {len(github_connectors)} GitHub connectors to rollback")
+
+    # Revert each GitHub connector to use repo_name instead of repositories
+    reverted_count = 0
+    for connector_id, config in github_connectors:
+        try:
+            if not config:
+                continue
+
+            # Parse the config if it's a string
+            if isinstance(config, str):
+                config = json.loads(config)
+
+            if "repositories" not in config:
+                continue
+
+            # Create new config with repo_name instead of repositories
+            new_config = dict(config)
+            repositories_value = new_config.pop("repositories")
+            new_config["repo_name"] = repositories_value
+
+            # Update the connector with the new config
+            conn.execute(
+                sa.text(
+                    """
+                    UPDATE connector
+                    SET connector_specific_config = :new_config
+                    WHERE id = :connector_id
+                    """
+                ),
+                {"new_config": json.dumps(new_config), "connector_id": connector_id},
+            )
+            reverted_count += 1
+        except Exception as e:
+            logger.error(f"Error reverting connector {connector_id}: {str(e)}")

backend/alembic/versions/3bd4c84fe72f_improved_index.py

@@ -6,8 +6,7 @@ Create Date: 2025-02-26 13:07:56.217791
 
 """
 from alembic import op
-import time
-from sqlalchemy import text
+
 
 # revision identifiers, used by Alembic.
 revision = "3bd4c84fe72f"
@@ -28,357 +27,59 @@ depends_on = None
 # 4. Adds indexes to both chat_message and chat_session tables for comprehensive search
 
 
-def upgrade():
-    # --- PART 1: chat_message table ---
-    # Step 1: Add nullable column (quick, minimal locking)
-    # op.execute("ALTER TABLE chat_message DROP COLUMN IF EXISTS message_tsv")
-    # op.execute("DROP TRIGGER IF EXISTS chat_message_tsv_trigger ON chat_message")
-    # op.execute("DROP FUNCTION IF EXISTS update_chat_message_tsv()")
-    # op.execute("ALTER TABLE chat_message DROP COLUMN IF EXISTS message_tsv")
-    # # Drop chat_session tsv trigger if it exists
-    # op.execute("DROP TRIGGER IF EXISTS chat_session_tsv_trigger ON chat_session")
-    # op.execute("DROP FUNCTION IF EXISTS update_chat_session_tsv()")
-    # op.execute("ALTER TABLE chat_session DROP COLUMN IF EXISTS title_tsv")
-    # raise Exception("Stop here")
-    time.time()
-    op.execute("ALTER TABLE chat_message ADD COLUMN IF NOT EXISTS message_tsv tsvector")
+def upgrade() -> None:
+    # First, drop any existing indexes to avoid conflicts
+    op.execute("COMMIT")
+    op.execute("DROP INDEX CONCURRENTLY IF EXISTS idx_chat_message_tsv;")
 
-    # Step 2: Create function and trigger for new/updated rows
+    op.execute("COMMIT")
+    op.execute("DROP INDEX CONCURRENTLY IF EXISTS idx_chat_session_desc_tsv;")
+
+    op.execute("COMMIT")
+    op.execute("DROP INDEX IF EXISTS idx_chat_message_message_lower;")
+
+    # Drop existing columns if they exist
+    op.execute("ALTER TABLE chat_message DROP COLUMN IF EXISTS message_tsv;")
+    op.execute("ALTER TABLE chat_session DROP COLUMN IF EXISTS description_tsv;")
+
+    # Create a GIN index for full-text search on chat_message.message
     op.execute(
         """
-    CREATE OR REPLACE FUNCTION update_chat_message_tsv()
-    RETURNS TRIGGER AS $$
-    BEGIN
-      NEW.message_tsv = to_tsvector('english', NEW.message);
-      RETURN NEW;
-    END;
-    $$ LANGUAGE plpgsql
-    """
+        ALTER TABLE chat_message
+        ADD COLUMN message_tsv tsvector
+        GENERATED ALWAYS AS (to_tsvector('english', message)) STORED;
+        """
     )
 
-    # Create trigger in a separate execute call
+    # Commit the current transaction before creating concurrent indexes
+    op.execute("COMMIT")
+
     op.execute(
         """
-    CREATE TRIGGER chat_message_tsv_trigger
-    BEFORE INSERT OR UPDATE ON chat_message
-    FOR EACH ROW EXECUTE FUNCTION update_chat_message_tsv()
-    """
+        CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_chat_message_tsv
+        ON chat_message
+        USING GIN (message_tsv)
+        """
     )
 
-    # Step 3: Update existing rows in batches using Python
-    time.time()
-
-    # Get connection and count total rows
-    connection = op.get_bind()
-    total_count_result = connection.execute(
-        text("SELECT COUNT(*) FROM chat_message")
-    ).scalar()
-    total_count = total_count_result if total_count_result is not None else 0
-    batch_size = 5000
-    batches = 0
-
-    # Calculate total batches needed
-    total_batches = (
-        (total_count + batch_size - 1) // batch_size if total_count > 0 else 0
+    # Also add a stored tsvector column for chat_session.description
+    op.execute(
+        """
+        ALTER TABLE chat_session
+        ADD COLUMN description_tsv tsvector
+        GENERATED ALWAYS AS (to_tsvector('english', coalesce(description, ''))) STORED;
+        """
     )
 
-    # Process in batches - properly handling UUIDs by using OFFSET/LIMIT approach
-    for batch_num in range(total_batches):
-        offset = batch_num * batch_size
+    # Commit again before creating the second concurrent index
+    op.execute("COMMIT")
 
-        # Execute update for this batch using OFFSET/LIMIT which works with UUIDs
-        connection.execute(
-            text(
-                """
-            UPDATE chat_message
-            SET message_tsv = to_tsvector('english', message)
-            WHERE id IN (
-                SELECT id FROM chat_message
-                WHERE message_tsv IS NULL
-                ORDER BY id
-                LIMIT :batch_size OFFSET :offset
-            )
-            """
-            ).bindparams(batch_size=batch_size, offset=offset)
-        )
-
-        # Commit each batch
-        connection.execute(text("COMMIT"))
-        # Start a new transaction
-        connection.execute(text("BEGIN"))
-
-        batches += 1
-
-    # Final check for any remaining NULL values
-    connection.execute(
-        text(
-            """
-    UPDATE chat_message SET message_tsv = to_tsvector('english', message)
-    WHERE message_tsv IS NULL
-    """
-        )
-    )
-
-    # Create GIN index concurrently
-    connection.execute(text("COMMIT"))
-
-    time.time()
-
-    connection.execute(
-        text(
-            """
-    CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_chat_message_tsv
-    ON chat_message USING GIN (message_tsv)
-    """
-        )
-    )
-
-    # First drop the trigger as it won't be needed anymore
-    connection.execute(
-        text(
-            """
-    DROP TRIGGER IF EXISTS chat_message_tsv_trigger ON chat_message;
-    """
-        )
-    )
-
-    connection.execute(
-        text(
-            """
-    DROP FUNCTION IF EXISTS update_chat_message_tsv();
-    """
-        )
-    )
-
-    # Add new generated column
-    time.time()
-    connection.execute(
-        text(
-            """
-    ALTER TABLE chat_message
-    ADD COLUMN message_tsv_gen tsvector
-    GENERATED ALWAYS AS (to_tsvector('english', message)) STORED;
-    """
-        )
-    )
-
-    connection.execute(text("COMMIT"))
-
-    time.time()
-
-    connection.execute(
-        text(
-            """
-    CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_chat_message_tsv_gen
-    ON chat_message USING GIN (message_tsv_gen)
-    """
-        )
-    )
-
-    # Drop old index and column
-    connection.execute(text("COMMIT"))
-
-    connection.execute(
-        text(
-            """
-    DROP INDEX CONCURRENTLY IF EXISTS idx_chat_message_tsv;
-    """
-        )
-    )
-    connection.execute(text("COMMIT"))
-    connection.execute(
-        text(
-            """
-    ALTER TABLE chat_message DROP COLUMN message_tsv;
-    """
-        )
-    )
-
-    # Rename new column to old name
-    connection.execute(
-        text(
-            """
-    ALTER TABLE chat_message RENAME COLUMN message_tsv_gen TO message_tsv;
-    """
-        )
-    )
-
-    # --- PART 2: chat_session table ---
-
-    # Step 1: Add nullable column (quick, minimal locking)
-    time.time()
-    connection.execute(
-        text(
-            "ALTER TABLE chat_session ADD COLUMN IF NOT EXISTS description_tsv tsvector"
-        )
-    )
-
-    # Step 2: Create function and trigger for new/updated rows - SPLIT INTO SEPARATE CALLS
-    connection.execute(
-        text(
-            """
-    CREATE OR REPLACE FUNCTION update_chat_session_tsv()
-    RETURNS TRIGGER AS $$
-    BEGIN
-      NEW.description_tsv = to_tsvector('english', COALESCE(NEW.description, ''));
-      RETURN NEW;
-    END;
-    $$ LANGUAGE plpgsql
-    """
-        )
-    )
-
-    # Create trigger in a separate execute call
-    connection.execute(
-        text(
-            """
-    CREATE TRIGGER chat_session_tsv_trigger
-    BEFORE INSERT OR UPDATE ON chat_session
-    FOR EACH ROW EXECUTE FUNCTION update_chat_session_tsv()
-    """
-        )
-    )
-
-    # Step 3: Update existing rows in batches using Python
-    time.time()
-
-    # Get the maximum ID to determine batch count
-    # Cast id to text for MAX function since it's a UUID
-    max_id_result = connection.execute(
-        text("SELECT COALESCE(MAX(id::text), '0') FROM chat_session")
-    ).scalar()
-    max_id_result if max_id_result is not None else "0"
-    batch_size = 5000
-    batches = 0
-
-    # Get all IDs ordered to process in batches
-    rows = connection.execute(
-        text("SELECT id FROM chat_session ORDER BY id")
-    ).fetchall()
-    total_rows = len(rows)
-
-    # Process in batches
-    for batch_num, batch_start in enumerate(range(0, total_rows, batch_size)):
-        batch_end = min(batch_start + batch_size, total_rows)
-        batch_ids = [row[0] for row in rows[batch_start:batch_end]]
-
-        if not batch_ids:
-            continue
-
-        # Use IN clause instead of BETWEEN for UUIDs
-        placeholders = ", ".join([f":id{i}" for i in range(len(batch_ids))])
-        params = {f"id{i}": id_val for i, id_val in enumerate(batch_ids)}
-
-        # Execute update for this batch
-        connection.execute(
-            text(
-                f"""
-            UPDATE chat_session
-            SET description_tsv = to_tsvector('english', COALESCE(description, ''))
-            WHERE id IN ({placeholders})
-            AND description_tsv IS NULL
-            """
-            ).bindparams(**params)
-        )
-
-        # Commit each batch
-        connection.execute(text("COMMIT"))
-        # Start a new transaction
-        connection.execute(text("BEGIN"))
-
-        batches += 1
-
-    # Final check for any remaining NULL values
-    connection.execute(
-        text(
-            """
-    UPDATE chat_session SET description_tsv = to_tsvector('english', COALESCE(description, ''))
-    WHERE description_tsv IS NULL
-    """
-        )
-    )
-
-    # Create GIN index concurrently
-    connection.execute(text("COMMIT"))
-
-    time.time()
-    connection.execute(
-        text(
-            """
-    CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_chat_session_desc_tsv
-    ON chat_session USING GIN (description_tsv)
-    """
-        )
-    )
-
-    # After Final check for chat_session
-    # First drop the trigger as it won't be needed anymore
-    connection.execute(
-        text(
-            """
-    DROP TRIGGER IF EXISTS chat_session_tsv_trigger ON chat_session;
-    """
-        )
-    )
-
-    connection.execute(
-        text(
-            """
-    DROP FUNCTION IF EXISTS update_chat_session_tsv();
-    """
-        )
-    )
-    # Add new generated column
-    time.time()
-    connection.execute(
-        text(
-            """
-    ALTER TABLE chat_session
-    ADD COLUMN description_tsv_gen tsvector
-    GENERATED ALWAYS AS (to_tsvector('english', COALESCE(description, ''))) STORED;
-    """
-        )
-    )
-
-    # Create new index on generated column
-    connection.execute(text("COMMIT"))
-
-    time.time()
-    connection.execute(
-        text(
-            """
-    CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_chat_session_desc_tsv_gen
-    ON chat_session USING GIN (description_tsv_gen)
-    """
-        )
-    )
-
-    # Drop old index and column
-    connection.execute(text("COMMIT"))
-
-    connection.execute(
-        text(
-            """
-    DROP INDEX CONCURRENTLY IF EXISTS idx_chat_session_desc_tsv;
-    """
-        )
-    )
-    connection.execute(text("COMMIT"))
-    connection.execute(
-        text(
-            """
-    ALTER TABLE chat_session DROP COLUMN description_tsv;
-    """
-        )
-    )
-
-    # Rename new column to old name
-    connection.execute(
-        text(
-            """
-    ALTER TABLE chat_session RENAME COLUMN description_tsv_gen TO description_tsv;
-    """
-        )
+    op.execute(
+        """
+        CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_chat_session_desc_tsv
+        ON chat_session
+        USING GIN (description_tsv)
+        """
     )
 
 

backend/alembic/versions/4d58345da04a_lowercase_user_emails.py

@@ -5,7 +5,10 @@ Revises: f1ca58b2f2ec
 Create Date: 2025-01-29 07:48:46.784041
 
 """
+import logging
+from typing import cast
 from alembic import op
+from sqlalchemy.exc import IntegrityError
 from sqlalchemy.sql import text
 
 
@@ -15,21 +18,45 @@ down_revision = "f1ca58b2f2ec"
 branch_labels = None
 depends_on = None
 
+logger = logging.getLogger("alembic.runtime.migration")
+
 
 def upgrade() -> None:
-    # Get database connection
+    """Conflicts on lowercasing will result in the uppercased email getting a
+    unique integer suffix when converted to lowercase."""
+
     connection = op.get_bind()
 
-    # Update all user emails to lowercase
-    connection.execute(
-        text(
-            """
-            UPDATE "user"
-            SET email = LOWER(email)
-            WHERE email != LOWER(email)
-            """
-        )
-    )
+    # Fetch all user emails that are not already lowercase
+    user_emails = connection.execute(
+        text('SELECT id, email FROM "user" WHERE email != LOWER(email)')
+    ).fetchall()
+
+    for user_id, email in user_emails:
+        email = cast(str, email)
+        username, domain = email.rsplit("@", 1)
+        new_email = f"{username.lower()}@{domain.lower()}"
+        attempt = 1
+
+        while True:
+            try:
+                # Try updating the email
+                connection.execute(
+                    text('UPDATE "user" SET email = :new_email WHERE id = :user_id'),
+                    {"new_email": new_email, "user_id": user_id},
+                )
+                break  # Success, exit loop
+            except IntegrityError:
+                next_email = f"{username.lower()}_{attempt}@{domain.lower()}"
+                # Email conflict occurred, append `_1`, `_2`, etc., to the username
+                logger.warning(
+                    f"Conflict while lowercasing email: "
+                    f"old_email={email} "
+                    f"conflicting_email={new_email} "
+                    f"next_email={next_email}"
+                )
+                new_email = next_email
+                attempt += 1
 
 
 def downgrade() -> None:

backend/alembic/versions/6a804aeb4830_duplicated_no_harm_user_file_migration.py

@@ -0,0 +1,117 @@
+"""duplicated no-harm user file migration
+
+Revision ID: 6a804aeb4830
+Revises: 8e1ac4f39a9f
+Create Date: 2025-04-01 07:26:10.539362
+
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy import inspect
+import datetime
+
+
+# revision identifiers, used by Alembic.
+revision = "6a804aeb4830"
+down_revision = "8e1ac4f39a9f"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # Check if user_file table already exists
+    conn = op.get_bind()
+    inspector = inspect(conn)
+
+    if not inspector.has_table("user_file"):
+        # Create user_folder table without parent_id
+        op.create_table(
+            "user_folder",
+            sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
+            sa.Column("user_id", sa.UUID(), sa.ForeignKey("user.id"), nullable=True),
+            sa.Column("name", sa.String(length=255), nullable=True),
+            sa.Column("description", sa.String(length=255), nullable=True),
+            sa.Column("display_priority", sa.Integer(), nullable=True, default=0),
+            sa.Column(
+                "created_at", sa.DateTime(timezone=True), server_default=sa.func.now()
+            ),
+        )
+
+        # Create user_file table with folder_id instead of parent_folder_id
+        op.create_table(
+            "user_file",
+            sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
+            sa.Column("user_id", sa.UUID(), sa.ForeignKey("user.id"), nullable=True),
+            sa.Column(
+                "folder_id",
+                sa.Integer(),
+                sa.ForeignKey("user_folder.id"),
+                nullable=True,
+            ),
+            sa.Column("link_url", sa.String(), nullable=True),
+            sa.Column("token_count", sa.Integer(), nullable=True),
+            sa.Column("file_type", sa.String(), nullable=True),
+            sa.Column("file_id", sa.String(length=255), nullable=False),
+            sa.Column("document_id", sa.String(length=255), nullable=False),
+            sa.Column("name", sa.String(length=255), nullable=False),
+            sa.Column(
+                "created_at",
+                sa.DateTime(),
+                default=datetime.datetime.utcnow,
+            ),
+            sa.Column(
+                "cc_pair_id",
+                sa.Integer(),
+                sa.ForeignKey("connector_credential_pair.id"),
+                nullable=True,
+                unique=True,
+            ),
+        )
+
+        # Create persona__user_file table
+        op.create_table(
+            "persona__user_file",
+            sa.Column(
+                "persona_id",
+                sa.Integer(),
+                sa.ForeignKey("persona.id"),
+                primary_key=True,
+            ),
+            sa.Column(
+                "user_file_id",
+                sa.Integer(),
+                sa.ForeignKey("user_file.id"),
+                primary_key=True,
+            ),
+        )
+
+        # Create persona__user_folder table
+        op.create_table(
+            "persona__user_folder",
+            sa.Column(
+                "persona_id",
+                sa.Integer(),
+                sa.ForeignKey("persona.id"),
+                primary_key=True,
+            ),
+            sa.Column(
+                "user_folder_id",
+                sa.Integer(),
+                sa.ForeignKey("user_folder.id"),
+                primary_key=True,
+            ),
+        )
+
+        op.add_column(
+            "connector_credential_pair",
+            sa.Column("is_user_file", sa.Boolean(), nullable=True, default=False),
+        )
+
+        # Update existing records to have is_user_file=False instead of NULL
+        op.execute(
+            "UPDATE connector_credential_pair SET is_user_file = FALSE WHERE is_user_file IS NULL"
+        )
+
+
+def downgrade() -> None:
+    pass

backend/alembic/versions/8e1ac4f39a9f_enable_contextual_retrieval.py

@@ -0,0 +1,50 @@
+"""enable contextual retrieval
+
+Revision ID: 8e1ac4f39a9f
+Revises: 9aadf32dfeb4
+Create Date: 2024-12-20 13:29:09.918661
+
+"""
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = "8e1ac4f39a9f"
+down_revision = "9aadf32dfeb4"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "search_settings",
+        sa.Column(
+            "enable_contextual_rag",
+            sa.Boolean(),
+            nullable=False,
+            server_default="false",
+        ),
+    )
+    op.add_column(
+        "search_settings",
+        sa.Column(
+            "contextual_rag_llm_name",
+            sa.String(),
+            nullable=True,
+        ),
+    )
+    op.add_column(
+        "search_settings",
+        sa.Column(
+            "contextual_rag_llm_provider",
+            sa.String(),
+            nullable=True,
+        ),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("search_settings", "enable_contextual_rag")
+    op.drop_column("search_settings", "contextual_rag_llm_name")
+    op.drop_column("search_settings", "contextual_rag_llm_provider")

backend/alembic/versions/9aadf32dfeb4_add_user_files.py

@@ -0,0 +1,113 @@
+"""add user files
+
+Revision ID: 9aadf32dfeb4
+Revises: 3781a5eb12cb
+Create Date: 2025-01-26 16:08:21.551022
+
+"""
+import sqlalchemy as sa
+import datetime
+from alembic import op
+
+
+# revision identifiers, used by Alembic.
+revision = "9aadf32dfeb4"
+down_revision = "3781a5eb12cb"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # Create user_folder table without parent_id
+    op.create_table(
+        "user_folder",
+        sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
+        sa.Column("user_id", sa.UUID(), sa.ForeignKey("user.id"), nullable=True),
+        sa.Column("name", sa.String(length=255), nullable=True),
+        sa.Column("description", sa.String(length=255), nullable=True),
+        sa.Column("display_priority", sa.Integer(), nullable=True, default=0),
+        sa.Column(
+            "created_at", sa.DateTime(timezone=True), server_default=sa.func.now()
+        ),
+    )
+
+    # Create user_file table with folder_id instead of parent_folder_id
+    op.create_table(
+        "user_file",
+        sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
+        sa.Column("user_id", sa.UUID(), sa.ForeignKey("user.id"), nullable=True),
+        sa.Column(
+            "folder_id",
+            sa.Integer(),
+            sa.ForeignKey("user_folder.id"),
+            nullable=True,
+        ),
+        sa.Column("link_url", sa.String(), nullable=True),
+        sa.Column("token_count", sa.Integer(), nullable=True),
+        sa.Column("file_type", sa.String(), nullable=True),
+        sa.Column("file_id", sa.String(length=255), nullable=False),
+        sa.Column("document_id", sa.String(length=255), nullable=False),
+        sa.Column("name", sa.String(length=255), nullable=False),
+        sa.Column(
+            "created_at",
+            sa.DateTime(),
+            default=datetime.datetime.utcnow,
+        ),
+        sa.Column(
+            "cc_pair_id",
+            sa.Integer(),
+            sa.ForeignKey("connector_credential_pair.id"),
+            nullable=True,
+            unique=True,
+        ),
+    )
+
+    # Create persona__user_file table
+    op.create_table(
+        "persona__user_file",
+        sa.Column(
+            "persona_id", sa.Integer(), sa.ForeignKey("persona.id"), primary_key=True
+        ),
+        sa.Column(
+            "user_file_id",
+            sa.Integer(),
+            sa.ForeignKey("user_file.id"),
+            primary_key=True,
+        ),
+    )
+
+    # Create persona__user_folder table
+    op.create_table(
+        "persona__user_folder",
+        sa.Column(
+            "persona_id", sa.Integer(), sa.ForeignKey("persona.id"), primary_key=True
+        ),
+        sa.Column(
+            "user_folder_id",
+            sa.Integer(),
+            sa.ForeignKey("user_folder.id"),
+            primary_key=True,
+        ),
+    )
+
+    op.add_column(
+        "connector_credential_pair",
+        sa.Column("is_user_file", sa.Boolean(), nullable=True, default=False),
+    )
+
+    # Update existing records to have is_user_file=False instead of NULL
+    op.execute(
+        "UPDATE connector_credential_pair SET is_user_file = FALSE WHERE is_user_file IS NULL"
+    )
+
+
+def downgrade() -> None:
+    # Drop the persona__user_folder table
+    op.drop_table("persona__user_folder")
+    # Drop the persona__user_file table
+    op.drop_table("persona__user_file")
+    # Drop the user_file table
+    op.drop_table("user_file")
+    # Drop the user_folder table
+    op.drop_table("user_folder")
+    op.drop_column("connector_credential_pair", "is_user_file")

backend/alembic/versions/df46c75b714e_add_default_vision_provider_to_llm_.py

@@ -0,0 +1,36 @@
+"""add_default_vision_provider_to_llm_provider
+
+Revision ID: df46c75b714e
+Revises: 3934b1bc7b62
+Create Date: 2025-03-11 16:20:19.038945
+
+"""
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = "df46c75b714e"
+down_revision = "3934b1bc7b62"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "llm_provider",
+        sa.Column(
+            "is_default_vision_provider",
+            sa.Boolean(),
+            nullable=True,
+            server_default=sa.false(),
+        ),
+    )
+    op.add_column(
+        "llm_provider", sa.Column("default_vision_model", sa.String(), nullable=True)
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("llm_provider", "default_vision_model")
+    op.drop_column("llm_provider", "is_default_vision_provider")

backend/alembic/versions/f71470ba9274_add_prompt_length_limit.py

@@ -0,0 +1,50 @@
+"""add prompt length limit
+
+Revision ID: f71470ba9274
+Revises: 6a804aeb4830
+Create Date: 2025-04-01 15:07:14.977435
+
+"""
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = "f71470ba9274"
+down_revision = "6a804aeb4830"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.alter_column(
+        "prompt",
+        "system_prompt",
+        existing_type=sa.TEXT(),
+        type_=sa.String(length=8000),
+        existing_nullable=False,
+    )
+    op.alter_column(
+        "prompt",
+        "task_prompt",
+        existing_type=sa.TEXT(),
+        type_=sa.String(length=8000),
+        existing_nullable=False,
+    )
+
+
+def downgrade() -> None:
+    op.alter_column(
+        "prompt",
+        "system_prompt",
+        existing_type=sa.String(length=8000),
+        type_=sa.TEXT(),
+        existing_nullable=False,
+    )
+    op.alter_column(
+        "prompt",
+        "task_prompt",
+        existing_type=sa.String(length=8000),
+        type_=sa.TEXT(),
+        existing_nullable=False,
+    )

backend/alembic/versions/f7505c5b0284_updated_constraints_for_ccpairs.py

@@ -0,0 +1,77 @@
+"""updated constraints for ccpairs
+
+Revision ID: f7505c5b0284
+Revises: f71470ba9274
+Create Date: 2025-04-01 17:50:42.504818
+
+"""
+from alembic import op
+
+
+# revision identifiers, used by Alembic.
+revision = "f7505c5b0284"
+down_revision = "f71470ba9274"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # 1) Drop the old foreign-key constraints
+    op.drop_constraint(
+        "document_by_connector_credential_pair_connector_id_fkey",
+        "document_by_connector_credential_pair",
+        type_="foreignkey",
+    )
+    op.drop_constraint(
+        "document_by_connector_credential_pair_credential_id_fkey",
+        "document_by_connector_credential_pair",
+        type_="foreignkey",
+    )
+
+    # 2) Re-add them with ondelete='CASCADE'
+    op.create_foreign_key(
+        "document_by_connector_credential_pair_connector_id_fkey",
+        source_table="document_by_connector_credential_pair",
+        referent_table="connector",
+        local_cols=["connector_id"],
+        remote_cols=["id"],
+        ondelete="CASCADE",
+    )
+    op.create_foreign_key(
+        "document_by_connector_credential_pair_credential_id_fkey",
+        source_table="document_by_connector_credential_pair",
+        referent_table="credential",
+        local_cols=["credential_id"],
+        remote_cols=["id"],
+        ondelete="CASCADE",
+    )
+
+
+def downgrade() -> None:
+    # Reverse the changes for rollback
+    op.drop_constraint(
+        "document_by_connector_credential_pair_connector_id_fkey",
+        "document_by_connector_credential_pair",
+        type_="foreignkey",
+    )
+    op.drop_constraint(
+        "document_by_connector_credential_pair_credential_id_fkey",
+        "document_by_connector_credential_pair",
+        type_="foreignkey",
+    )
+
+    # Recreate without CASCADE
+    op.create_foreign_key(
+        "document_by_connector_credential_pair_connector_id_fkey",
+        "document_by_connector_credential_pair",
+        "connector",
+        ["connector_id"],
+        ["id"],
+    )
+    op.create_foreign_key(
+        "document_by_connector_credential_pair_credential_id_fkey",
+        "document_by_connector_credential_pair",
+        "credential",
+        ["credential_id"],
+        ["id"],
+    )

backend/alembic_tenants/versions/3b45e0018bf1_add_new_available_tenant_table.py

@@ -0,0 +1,33 @@
+"""add new available tenant table
+
+Revision ID: 3b45e0018bf1
+Revises: ac842f85f932
+Create Date: 2025-03-06 09:55:18.229910
+
+"""
+import sqlalchemy as sa
+
+from alembic import op
+
+
+# revision identifiers, used by Alembic.
+revision = "3b45e0018bf1"
+down_revision = "ac842f85f932"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # Create new_available_tenant table
+    op.create_table(
+        "available_tenant",
+        sa.Column("tenant_id", sa.String(), nullable=False),
+        sa.Column("alembic_version", sa.String(), nullable=False),
+        sa.Column("date_created", sa.DateTime(), nullable=False),
+        sa.PrimaryKeyConstraint("tenant_id"),
+    )
+
+
+def downgrade() -> None:
+    # Drop new_available_tenant table
+    op.drop_table("available_tenant")

backend/alembic_tenants/versions/ac842f85f932_new_column_user_tenant_mapping.py

@@ -0,0 +1,51 @@
+"""new column user tenant mapping
+
+Revision ID: ac842f85f932
+Revises: 34e3630c7f32
+Create Date: 2025-03-03 13:30:14.802874
+
+"""
+import sqlalchemy as sa
+
+from alembic import op
+
+
+# revision identifiers, used by Alembic.
+revision = "ac842f85f932"
+down_revision = "34e3630c7f32"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # Add active column with default value of True
+    op.add_column(
+        "user_tenant_mapping",
+        sa.Column(
+            "active",
+            sa.Boolean(),
+            nullable=False,
+            server_default="true",
+        ),
+        schema="public",
+    )
+
+    op.drop_constraint("uq_email", "user_tenant_mapping", schema="public")
+
+    # Create a unique index for active=true records
+    # This ensures a user can only be active in one tenant at a time
+    op.execute(
+        "CREATE UNIQUE INDEX uq_user_active_email_idx ON public.user_tenant_mapping (email) WHERE active = true"
+    )
+
+
+def downgrade() -> None:
+    # Drop the unique index for active=true records
+    op.execute("DROP INDEX IF EXISTS uq_user_active_email_idx")
+
+    op.create_unique_constraint(
+        "uq_email", "user_tenant_mapping", ["email"], schema="public"
+    )
+
+    # Remove the active column
+    op.drop_column("user_tenant_mapping", "active", schema="public")

backend/ee/onyx/access/access.py

@@ -93,12 +93,12 @@ def _get_access_for_documents(
         )
 
         # To avoid collisions of group namings between connectors, they need to be prefixed
-        access_map[document_id] = DocumentAccess(
-            user_emails=non_ee_access.user_emails,
-            user_groups=set(user_group_info.get(document_id, [])),
+        access_map[document_id] = DocumentAccess.build(
+            user_emails=list(non_ee_access.user_emails),
+            user_groups=user_group_info.get(document_id, []),
             is_public=is_public_anywhere,
-            external_user_emails=ext_u_emails,
-            external_user_group_ids=ext_u_groups,
+            external_user_emails=list(ext_u_emails),
+            external_user_group_ids=list(ext_u_groups),
         )
     return access_map
 

backend/ee/onyx/chat/process_message.py

@@ -2,7 +2,6 @@ from ee.onyx.server.query_and_chat.models import OneShotQAResponse
 from onyx.chat.models import AllCitations
 from onyx.chat.models import LLMRelevanceFilterResponse
 from onyx.chat.models import OnyxAnswerPiece
-from onyx.chat.models import OnyxContexts
 from onyx.chat.models import QADocsResponse
 from onyx.chat.models import StreamingError
 from onyx.chat.process_message import ChatPacketStream
@@ -32,8 +31,6 @@ def gather_stream_for_answer_api(
             response.llm_selected_doc_indices = packet.llm_selected_doc_indices
         elif isinstance(packet, AllCitations):
             response.citations = packet.citations
-        elif isinstance(packet, OnyxContexts):
-            response.contexts = packet
 
     if answer:
         response.answer = answer

backend/ee/onyx/configs/app_configs.py

@@ -25,6 +25,10 @@ SAML_CONF_DIR = os.environ.get("SAML_CONF_DIR") or "/app/ee/onyx/configs/saml_co
 #####
 # Auto Permission Sync
 #####
+DEFAULT_PERMISSION_DOC_SYNC_FREQUENCY = int(
+    os.environ.get("DEFAULT_PERMISSION_DOC_SYNC_FREQUENCY") or 5 * 60
+)
+
 # In seconds, default is 5 minutes
 CONFLUENCE_PERMISSION_GROUP_SYNC_FREQUENCY = int(
     os.environ.get("CONFLUENCE_PERMISSION_GROUP_SYNC_FREQUENCY") or 5 * 60
@@ -39,6 +43,7 @@ CONFLUENCE_ANONYMOUS_ACCESS_IS_PUBLIC = (
 CONFLUENCE_PERMISSION_DOC_SYNC_FREQUENCY = int(
     os.environ.get("CONFLUENCE_PERMISSION_DOC_SYNC_FREQUENCY") or 5 * 60
 )
+
 NUM_PERMISSION_WORKERS = int(os.environ.get("NUM_PERMISSION_WORKERS") or 2)
 
 
@@ -72,6 +77,13 @@ OAUTH_GOOGLE_DRIVE_CLIENT_SECRET = os.environ.get(
     "OAUTH_GOOGLE_DRIVE_CLIENT_SECRET", ""
 )
 
+GOOGLE_DRIVE_PERMISSION_GROUP_SYNC_FREQUENCY = int(
+    os.environ.get("GOOGLE_DRIVE_PERMISSION_GROUP_SYNC_FREQUENCY") or 5 * 60
+)
+
+SLACK_PERMISSION_DOC_SYNC_FREQUENCY = int(
+    os.environ.get("SLACK_PERMISSION_DOC_SYNC_FREQUENCY") or 5 * 60
+)
 
 # The posthog client does not accept empty API keys or hosts however it fails silently
 # when the capture is called. These defaults prevent Posthog issues from breaking the Onyx app

backend/ee/onyx/db/usage_export.py

@@ -27,6 +27,8 @@ def get_empty_chat_messages_entries__paginated(
     first element is the most recent timestamp out of the sessions iterated
     - this timestamp can be used to paginate forward in time
     second element is a list of messages belonging to all the sessions iterated
+
+    Only messages of type USER are returned
     """
     chat_sessions = fetch_chat_sessions_eagerly_by_time(
         start=period[0],

backend/ee/onyx/external_permissions/confluence/doc_sync.py

@@ -2,6 +2,7 @@
 Rules defined here:
 https://confluence.atlassian.com/conf85/check-who-can-view-a-page-1283360557.html
 """
+from collections.abc import Generator
 from typing import Any
 
 from ee.onyx.configs.app_configs import CONFLUENCE_ANONYMOUS_ACCESS_IS_PUBLIC
@@ -263,13 +264,11 @@ def _fetch_all_page_restrictions(
     space_permissions_by_space_key: dict[str, ExternalAccess],
     is_cloud: bool,
     callback: IndexingHeartbeatInterface | None,
-) -> list[DocExternalAccess]:
+) -> Generator[DocExternalAccess, None, None]:
     """
     For all pages, if a page has restrictions, then use those restrictions.
     Otherwise, use the space's restrictions.
     """
-    document_restrictions: list[DocExternalAccess] = []
-
     for slim_doc in slim_docs:
         if callback:
             if callback.should_stop():
@@ -286,11 +285,9 @@ def _fetch_all_page_restrictions(
             confluence_client=confluence_client,
             perm_sync_data=slim_doc.perm_sync_data,
         ):
-            document_restrictions.append(
-                DocExternalAccess(
-                    doc_id=slim_doc.id,
-                    external_access=restrictions,
-                )
+            yield DocExternalAccess(
+                doc_id=slim_doc.id,
+                external_access=restrictions,
             )
             # If there are restrictions, then we don't need to use the space's restrictions
             continue
@@ -324,11 +321,9 @@ def _fetch_all_page_restrictions(
             continue
 
         # If there are no restrictions, then use the space's restrictions
-        document_restrictions.append(
-            DocExternalAccess(
-                doc_id=slim_doc.id,
-                external_access=space_permissions,
-            )
+        yield DocExternalAccess(
+            doc_id=slim_doc.id,
+            external_access=space_permissions,
         )
         if (
             not space_permissions.is_public
@@ -342,13 +337,12 @@ def _fetch_all_page_restrictions(
             )
 
     logger.debug("Finished fetching all page restrictions for space")
-    return document_restrictions
 
 
 def confluence_doc_sync(
     cc_pair: ConnectorCredentialPair,
     callback: IndexingHeartbeatInterface | None,
-) -> list[DocExternalAccess]:
+) -> Generator[DocExternalAccess, None, None]:
     """
     Adds the external permissions to the documents in postgres
     if the document doesn't already exists in postgres, we create
@@ -387,7 +381,7 @@ def confluence_doc_sync(
         slim_docs.extend(doc_batch)
 
     logger.debug("Fetching all page restrictions for space")
-    return _fetch_all_page_restrictions(
+    yield from _fetch_all_page_restrictions(
         confluence_client=confluence_connector.confluence_client,
         slim_docs=slim_docs,
         space_permissions_by_space_key=space_permissions_by_space_key,

backend/ee/onyx/external_permissions/gmail/doc_sync.py

@@ -1,3 +1,4 @@
+from collections.abc import Generator
 from datetime import datetime
 from datetime import timezone
 
@@ -34,7 +35,7 @@ def _get_slim_doc_generator(
 def gmail_doc_sync(
     cc_pair: ConnectorCredentialPair,
     callback: IndexingHeartbeatInterface | None,
-) -> list[DocExternalAccess]:
+) -> Generator[DocExternalAccess, None, None]:
     """
     Adds the external permissions to the documents in postgres
     if the document doesn't already exists in postgres, we create
@@ -48,7 +49,6 @@ def gmail_doc_sync(
         cc_pair, gmail_connector, callback=callback
     )
 
-    document_external_access: list[DocExternalAccess] = []
     for slim_doc_batch in slim_doc_generator:
         for slim_doc in slim_doc_batch:
             if callback:
@@ -60,17 +60,14 @@ def gmail_doc_sync(
             if slim_doc.perm_sync_data is None:
                 logger.warning(f"No permissions found for document {slim_doc.id}")
                 continue
+
             if user_email := slim_doc.perm_sync_data.get("user_email"):
                 ext_access = ExternalAccess(
                     external_user_emails=set([user_email]),
                     external_user_group_ids=set(),
                     is_public=False,
                 )
-                document_external_access.append(
-                    DocExternalAccess(
-                        doc_id=slim_doc.id,
-                        external_access=ext_access,
-                    )
+                yield DocExternalAccess(
+                    doc_id=slim_doc.id,
+                    external_access=ext_access,
                 )
-
-    return document_external_access

backend/ee/onyx/external_permissions/google_drive/doc_sync.py

@@ -1,3 +1,4 @@
+from collections.abc import Generator
 from datetime import datetime
 from datetime import timezone
 from typing import Any
@@ -147,7 +148,7 @@ def _get_permissions_from_slim_doc(
 def gdrive_doc_sync(
     cc_pair: ConnectorCredentialPair,
     callback: IndexingHeartbeatInterface | None,
-) -> list[DocExternalAccess]:
+) -> Generator[DocExternalAccess, None, None]:
     """
     Adds the external permissions to the documents in postgres
     if the document doesn't already exists in postgres, we create
@@ -161,7 +162,6 @@ def gdrive_doc_sync(
 
     slim_doc_generator = _get_slim_doc_generator(cc_pair, google_drive_connector)
 
-    document_external_accesses = []
     for slim_doc_batch in slim_doc_generator:
         for slim_doc in slim_doc_batch:
             if callback:
@@ -174,10 +174,7 @@ def gdrive_doc_sync(
                 google_drive_connector=google_drive_connector,
                 slim_doc=slim_doc,
             )
-            document_external_accesses.append(
-                DocExternalAccess(
-                    external_access=ext_access,
-                    doc_id=slim_doc.id,
-                )
+            yield DocExternalAccess(
+                external_access=ext_access,
+                doc_id=slim_doc.id,
             )
-    return document_external_accesses

backend/ee/onyx/external_permissions/post_query_censoring.py

@@ -55,7 +55,7 @@ def _post_query_chunk_censoring(
         # if user is None, permissions are not enforced
         return chunks
 
-    chunks_to_keep = []
+    final_chunk_dict: dict[str, InferenceChunk] = {}
     chunks_to_process: dict[DocumentSource, list[InferenceChunk]] = {}
 
     sources_to_censor = _get_all_censoring_enabled_sources()
@@ -64,7 +64,7 @@ def _post_query_chunk_censoring(
         if chunk.source_type in sources_to_censor:
             chunks_to_process.setdefault(chunk.source_type, []).append(chunk)
         else:
-            chunks_to_keep.append(chunk)
+            final_chunk_dict[chunk.unique_id] = chunk
 
     # For each source, filter out the chunks using the permission
     # check function for that source
@@ -79,6 +79,16 @@ def _post_query_chunk_censoring(
                 f" chunks for this source and continuing: {e}"
             )
             continue
-        chunks_to_keep.extend(censored_chunks)
 
-    return chunks_to_keep
+        for censored_chunk in censored_chunks:
+            final_chunk_dict[censored_chunk.unique_id] = censored_chunk
+
+    # IMPORTANT: make sure to retain the same ordering as the original `chunks` passed in
+    final_chunk_list: list[InferenceChunk] = []
+    for chunk in chunks:
+        # only if the chunk is in the final censored chunks, add it to the final list
+        # if it is missing, that means it was intentionally left out
+        if chunk.unique_id in final_chunk_dict:
+            final_chunk_list.append(final_chunk_dict[chunk.unique_id])
+
+    return final_chunk_list

backend/ee/onyx/external_permissions/salesforce/postprocessing.py

@@ -58,6 +58,7 @@ def _get_objects_access_for_user_email_from_salesforce(
         f"Time taken to get Salesforce user ID: {end_time - start_time} seconds"
     )
     if user_id is None:
+        logger.warning(f"User '{user_email}' not found in Salesforce")
         return None
 
     # This is the only query that is not cached in the function
@@ -65,6 +66,7 @@ def _get_objects_access_for_user_email_from_salesforce(
     object_id_to_access = get_objects_access_for_user_id(
         salesforce_client, user_id, list(object_ids)
     )
+    logger.debug(f"Object ID to access: {object_id_to_access}")
     return object_id_to_access
 
 

backend/ee/onyx/external_permissions/salesforce/utils.py

@@ -42,11 +42,18 @@ def get_any_salesforce_client_for_doc_id(
 
 
 def _query_salesforce_user_id(sf_client: Salesforce, user_email: str) -> str | None:
-    query = f"SELECT Id FROM User WHERE Email = '{user_email}'"
+    query = f"SELECT Id FROM User WHERE Username = '{user_email}' AND IsActive = true"
     result = sf_client.query(query)
-    if len(result["records"]) == 0:
-        return None
-    return result["records"][0]["Id"]
+    if len(result["records"]) > 0:
+        return result["records"][0]["Id"]
+
+    # try emails
+    query = f"SELECT Id FROM User WHERE Email = '{user_email}' AND IsActive = true"
+    result = sf_client.query(query)
+    if len(result["records"]) > 0:
+        return result["records"][0]["Id"]
+
+    return None
 
 
 # This contains only the user_ids that we have found in Salesforce.

backend/ee/onyx/external_permissions/slack/doc_sync.py

@@ -1,3 +1,5 @@
+from collections.abc import Generator
+
 from slack_sdk import WebClient
 
 from ee.onyx.external_permissions.slack.utils import fetch_user_id_to_email_map
@@ -14,35 +16,6 @@ from onyx.utils.logger import setup_logger
 logger = setup_logger()
 
 
-def _get_slack_document_ids_and_channels(
-    cc_pair: ConnectorCredentialPair, callback: IndexingHeartbeatInterface | None
-) -> dict[str, list[str]]:
-    slack_connector = SlackConnector(**cc_pair.connector.connector_specific_config)
-    slack_connector.load_credentials(cc_pair.credential.credential_json)
-
-    slim_doc_generator = slack_connector.retrieve_all_slim_documents(callback=callback)
-
-    channel_doc_map: dict[str, list[str]] = {}
-    for doc_metadata_batch in slim_doc_generator:
-        for doc_metadata in doc_metadata_batch:
-            if doc_metadata.perm_sync_data is None:
-                continue
-            channel_id = doc_metadata.perm_sync_data["channel_id"]
-            if channel_id not in channel_doc_map:
-                channel_doc_map[channel_id] = []
-            channel_doc_map[channel_id].append(doc_metadata.id)
-
-        if callback:
-            if callback.should_stop():
-                raise RuntimeError(
-                    "_get_slack_document_ids_and_channels: Stop signal detected"
-                )
-
-            callback.progress("_get_slack_document_ids_and_channels", 1)
-
-    return channel_doc_map
-
-
 def _fetch_workspace_permissions(
     user_id_to_email_map: dict[str, str],
 ) -> ExternalAccess:
@@ -122,10 +95,37 @@ def _fetch_channel_permissions(
     return channel_permissions
 
 
+def _get_slack_document_access(
+    cc_pair: ConnectorCredentialPair,
+    channel_permissions: dict[str, ExternalAccess],
+    callback: IndexingHeartbeatInterface | None,
+) -> Generator[DocExternalAccess, None, None]:
+    slack_connector = SlackConnector(**cc_pair.connector.connector_specific_config)
+    slack_connector.load_credentials(cc_pair.credential.credential_json)
+
+    slim_doc_generator = slack_connector.retrieve_all_slim_documents(callback=callback)
+
+    for doc_metadata_batch in slim_doc_generator:
+        for doc_metadata in doc_metadata_batch:
+            if doc_metadata.perm_sync_data is None:
+                continue
+            channel_id = doc_metadata.perm_sync_data["channel_id"]
+            yield DocExternalAccess(
+                external_access=channel_permissions[channel_id],
+                doc_id=doc_metadata.id,
+            )
+
+        if callback:
+            if callback.should_stop():
+                raise RuntimeError("_get_slack_document_access: Stop signal detected")
+
+            callback.progress("_get_slack_document_access", 1)
+
+
 def slack_doc_sync(
     cc_pair: ConnectorCredentialPair,
     callback: IndexingHeartbeatInterface | None,
-) -> list[DocExternalAccess]:
+) -> Generator[DocExternalAccess, None, None]:
     """
     Adds the external permissions to the documents in postgres
     if the document doesn't already exists in postgres, we create
@@ -136,9 +136,12 @@ def slack_doc_sync(
         token=cc_pair.credential.credential_json["slack_bot_token"]
     )
     user_id_to_email_map = fetch_user_id_to_email_map(slack_client)
-    channel_doc_map = _get_slack_document_ids_and_channels(
-        cc_pair=cc_pair, callback=callback
-    )
+    if not user_id_to_email_map:
+        raise ValueError(
+            "No user id to email map found. Please check to make sure that "
+            "your Slack bot token has the `users:read.email` scope"
+        )
+
     workspace_permissions = _fetch_workspace_permissions(
         user_id_to_email_map=user_id_to_email_map,
     )
@@ -148,18 +151,8 @@ def slack_doc_sync(
         user_id_to_email_map=user_id_to_email_map,
     )
 
-    document_external_accesses = []
-    for channel_id, ext_access in channel_permissions.items():
-        doc_ids = channel_doc_map.get(channel_id)
-        if not doc_ids:
-            # No documents found for channel the channel_id
-            continue
-
-        for doc_id in doc_ids:
-            document_external_accesses.append(
-                DocExternalAccess(
-                    external_access=ext_access,
-                    doc_id=doc_id,
-                )
-            )
-    return document_external_accesses
+    yield from _get_slack_document_access(
+        cc_pair=cc_pair,
+        channel_permissions=channel_permissions,
+        callback=callback,
+    )

backend/ee/onyx/external_permissions/sync_params.py

@@ -1,7 +1,10 @@
 from collections.abc import Callable
+from collections.abc import Generator
 
 from ee.onyx.configs.app_configs import CONFLUENCE_PERMISSION_DOC_SYNC_FREQUENCY
 from ee.onyx.configs.app_configs import CONFLUENCE_PERMISSION_GROUP_SYNC_FREQUENCY
+from ee.onyx.configs.app_configs import GOOGLE_DRIVE_PERMISSION_GROUP_SYNC_FREQUENCY
+from ee.onyx.configs.app_configs import SLACK_PERMISSION_DOC_SYNC_FREQUENCY
 from ee.onyx.db.external_perm import ExternalUserGroup
 from ee.onyx.external_permissions.confluence.doc_sync import confluence_doc_sync
 from ee.onyx.external_permissions.confluence.group_sync import confluence_group_sync
@@ -23,7 +26,7 @@ DocSyncFuncType = Callable[
         ConnectorCredentialPair,
         IndexingHeartbeatInterface | None,
     ],
-    list[DocExternalAccess],
+    Generator[DocExternalAccess, None, None],
 ]
 
 GroupSyncFuncType = Callable[
@@ -65,13 +68,13 @@ GROUP_PERMISSIONS_IS_CC_PAIR_AGNOSTIC: set[DocumentSource] = {
 DOC_PERMISSION_SYNC_PERIODS: dict[DocumentSource, int] = {
     # Polling is not supported so we fetch all doc permissions every 5 minutes
     DocumentSource.CONFLUENCE: CONFLUENCE_PERMISSION_DOC_SYNC_FREQUENCY,
-    DocumentSource.SLACK: 5 * 60,
+    DocumentSource.SLACK: SLACK_PERMISSION_DOC_SYNC_FREQUENCY,
 }
 
 # If nothing is specified here, we run the doc_sync every time the celery beat runs
 EXTERNAL_GROUP_SYNC_PERIODS: dict[DocumentSource, int] = {
     # Polling is not supported so we fetch all group permissions every 30 minutes
-    DocumentSource.GOOGLE_DRIVE: 5 * 60,
+    DocumentSource.GOOGLE_DRIVE: GOOGLE_DRIVE_PERMISSION_GROUP_SYNC_FREQUENCY,
     DocumentSource.CONFLUENCE: CONFLUENCE_PERMISSION_GROUP_SYNC_FREQUENCY,
 }
 

backend/ee/onyx/main.py

@@ -15,7 +15,7 @@ from ee.onyx.server.enterprise_settings.api import (
 )
 from ee.onyx.server.manage.standard_answer import router as standard_answer_router
 from ee.onyx.server.middleware.tenant_tracking import add_tenant_id_middleware
-from ee.onyx.server.oauth.api import router as oauth_router
+from ee.onyx.server.oauth.api import router as ee_oauth_router
 from ee.onyx.server.query_and_chat.chat_backend import (
     router as chat_router,
 )
@@ -64,7 +64,15 @@ def get_application() -> FastAPI:
         add_tenant_id_middleware(application, logger)
 
     if AUTH_TYPE == AuthType.CLOUD:
-        oauth_client = GoogleOAuth2(OAUTH_CLIENT_ID, OAUTH_CLIENT_SECRET)
+        # For Google OAuth, refresh tokens are requested by:
+        # 1. Adding the right scopes
+        # 2. Properly configuring OAuth in Google Cloud Console to allow offline access
+        oauth_client = GoogleOAuth2(
+            OAUTH_CLIENT_ID,
+            OAUTH_CLIENT_SECRET,
+            # Use standard scopes that include profile and email
+            scopes=["openid", "email", "profile"],
+        )
         include_auth_router_with_prefix(
             application,
             create_onyx_oauth_router(
@@ -87,6 +95,16 @@ def get_application() -> FastAPI:
         )
 
     if AUTH_TYPE == AuthType.OIDC:
+        # Ensure we request offline_access for refresh tokens
+        try:
+            oidc_scopes = list(OIDC_SCOPE_OVERRIDE or BASE_SCOPES)
+            if "offline_access" not in oidc_scopes:
+                oidc_scopes.append("offline_access")
+        except Exception as e:
+            logger.warning(f"Error configuring OIDC scopes: {e}")
+            # Fall back to default scopes if there's an error
+            oidc_scopes = BASE_SCOPES
+
         include_auth_router_with_prefix(
             application,
             create_onyx_oauth_router(
@@ -94,8 +112,8 @@ def get_application() -> FastAPI:
                     OAUTH_CLIENT_ID,
                     OAUTH_CLIENT_SECRET,
                     OPENID_CONFIG_URL,
-                    # BASE_SCOPES is the same as not setting this
-                    base_scopes=OIDC_SCOPE_OVERRIDE or BASE_SCOPES,
+                    # Use the configured scopes
+                    base_scopes=oidc_scopes,
                 ),
                 auth_backend,
                 USER_AUTH_SECRET,
@@ -128,7 +146,7 @@ def get_application() -> FastAPI:
     include_router_with_global_prefix_prepended(application, query_router)
     include_router_with_global_prefix_prepended(application, chat_router)
     include_router_with_global_prefix_prepended(application, standard_answer_router)
-    include_router_with_global_prefix_prepended(application, oauth_router)
+    include_router_with_global_prefix_prepended(application, ee_oauth_router)
 
     # Enterprise-only global settings
     include_router_with_global_prefix_prepended(

backend/ee/onyx/server/enterprise_settings/api.py

@@ -15,8 +15,8 @@ from sqlalchemy.orm import Session
 
 from ee.onyx.server.enterprise_settings.models import AnalyticsScriptUpload
 from ee.onyx.server.enterprise_settings.models import EnterpriseSettings
-from ee.onyx.server.enterprise_settings.store import _LOGO_FILENAME
-from ee.onyx.server.enterprise_settings.store import _LOGOTYPE_FILENAME
+from ee.onyx.server.enterprise_settings.store import get_logo_filename
+from ee.onyx.server.enterprise_settings.store import get_logotype_filename
 from ee.onyx.server.enterprise_settings.store import load_analytics_script
 from ee.onyx.server.enterprise_settings.store import load_settings
 from ee.onyx.server.enterprise_settings.store import store_analytics_script
@@ -28,7 +28,7 @@ from onyx.auth.users import get_user_manager
 from onyx.auth.users import UserManager
 from onyx.db.engine import get_session
 from onyx.db.models import User
-from onyx.file_store.file_store import get_default_file_store
+from onyx.file_store.file_store import PostgresBackedFileStore
 from onyx.utils.logger import setup_logger
 
 admin_router = APIRouter(prefix="/admin/enterprise-settings")
@@ -131,31 +131,49 @@ def put_logo(
     upload_logo(file=file, db_session=db_session, is_logotype=is_logotype)
 
 
-def fetch_logo_or_logotype(is_logotype: bool, db_session: Session) -> Response:
+def fetch_logo_helper(db_session: Session) -> Response:
     try:
-        file_store = get_default_file_store(db_session)
-        filename = _LOGOTYPE_FILENAME if is_logotype else _LOGO_FILENAME
-        file_io = file_store.read_file(filename, mode="b")
-        # NOTE: specifying "image/jpeg" here, but it still works for pngs
-        # TODO: do this properly
-        return Response(content=file_io.read(), media_type="image/jpeg")
+        file_store = PostgresBackedFileStore(db_session)
+        onyx_file = file_store.get_file_with_mime_type(get_logo_filename())
+        if not onyx_file:
+            raise ValueError("get_onyx_file returned None!")
     except Exception:
         raise HTTPException(
             status_code=404,
-            detail=f"No {'logotype' if is_logotype else 'logo'} file found",
+            detail="No logo file found",
         )
+    else:
+        return Response(content=onyx_file.data, media_type=onyx_file.mime_type)
+
+
+def fetch_logotype_helper(db_session: Session) -> Response:
+    try:
+        file_store = PostgresBackedFileStore(db_session)
+        onyx_file = file_store.get_file_with_mime_type(get_logotype_filename())
+        if not onyx_file:
+            raise ValueError("get_onyx_file returned None!")
+    except Exception:
+        raise HTTPException(
+            status_code=404,
+            detail="No logotype file found",
+        )
+    else:
+        return Response(content=onyx_file.data, media_type=onyx_file.mime_type)
 
 
 @basic_router.get("/logotype")
 def fetch_logotype(db_session: Session = Depends(get_session)) -> Response:
-    return fetch_logo_or_logotype(is_logotype=True, db_session=db_session)
+    return fetch_logotype_helper(db_session)
 
 
 @basic_router.get("/logo")
 def fetch_logo(
     is_logotype: bool = False, db_session: Session = Depends(get_session)
 ) -> Response:
-    return fetch_logo_or_logotype(is_logotype=is_logotype, db_session=db_session)
+    if is_logotype:
+        return fetch_logotype_helper(db_session)
+
+    return fetch_logo_helper(db_session)
 
 
 @admin_router.put("/custom-analytics-script")

backend/ee/onyx/server/enterprise_settings/store.py

@@ -13,6 +13,7 @@ from ee.onyx.server.enterprise_settings.models import EnterpriseSettings
 from onyx.configs.constants import FileOrigin
 from onyx.configs.constants import KV_CUSTOM_ANALYTICS_SCRIPT_KEY
 from onyx.configs.constants import KV_ENTERPRISE_SETTINGS_KEY
+from onyx.configs.constants import ONYX_DEFAULT_APPLICATION_NAME
 from onyx.file_store.file_store import get_default_file_store
 from onyx.key_value_store.factory import get_kv_store
 from onyx.key_value_store.interface import KvKeyNotFoundError
@@ -21,8 +22,18 @@ from onyx.utils.logger import setup_logger
 
 logger = setup_logger()
 
+_LOGO_FILENAME = "__logo__"
+_LOGOTYPE_FILENAME = "__logotype__"
+
 
 def load_settings() -> EnterpriseSettings:
+    """Loads settings data directly from DB. This should be used primarily
+    for checking what is actually in the DB, aka for editing and saving back settings.
+
+    Runtime settings actually used by the application should be checked with
+    load_runtime_settings as defaults may be applied at runtime.
+    """
+
     dynamic_config_store = get_kv_store()
     try:
         settings = EnterpriseSettings(
@@ -36,9 +47,24 @@ def load_settings() -> EnterpriseSettings:
 
 
 def store_settings(settings: EnterpriseSettings) -> None:
+    """Stores settings directly to the kv store / db."""
+
     get_kv_store().store(KV_ENTERPRISE_SETTINGS_KEY, settings.model_dump())
 
 
+def load_runtime_settings() -> EnterpriseSettings:
+    """Loads settings from DB and applies any defaults or transformations for use
+    at runtime.
+
+    Should not be stored back to the DB.
+    """
+    enterprise_settings = load_settings()
+    if not enterprise_settings.application_name:
+        enterprise_settings.application_name = ONYX_DEFAULT_APPLICATION_NAME
+
+    return enterprise_settings
+
+
 _CUSTOM_ANALYTICS_SECRET_KEY = os.environ.get("CUSTOM_ANALYTICS_SECRET_KEY")
 
 
@@ -60,10 +86,6 @@ def store_analytics_script(analytics_script_upload: AnalyticsScriptUpload) -> No
     get_kv_store().store(KV_CUSTOM_ANALYTICS_SCRIPT_KEY, analytics_script_upload.script)
 
 
-_LOGO_FILENAME = "__logo__"
-_LOGOTYPE_FILENAME = "__logotype__"
-
-
 def is_valid_file_type(filename: str) -> bool:
     valid_extensions = (".png", ".jpg", ".jpeg")
     return filename.endswith(valid_extensions)
@@ -116,3 +138,11 @@ def upload_logo(
         file_type=file_type,
     )
     return True
+
+
+def get_logo_filename() -> str:
+    return _LOGO_FILENAME
+
+
+def get_logotype_filename() -> str:
+    return _LOGOTYPE_FILENAME

backend/ee/onyx/server/middleware/tenant_tracking.py

@@ -44,7 +44,7 @@ async def _get_tenant_id_from_request(
     Attempt to extract tenant_id from:
     1) The API key header
     2) The Redis-based token (stored in Cookie: fastapiusersauth)
-    3)  Reset token cookie
+    3) The anonymous user cookie
     Fallback: POSTGRES_DEFAULT_SCHEMA
     """
     # Check for API key
@@ -52,41 +52,55 @@ async def _get_tenant_id_from_request(
     if tenant_id is not None:
         return tenant_id
 
-    # Check for anonymous user cookie
-    anonymous_user_cookie = request.cookies.get(ANONYMOUS_USER_COOKIE_NAME)
-    if anonymous_user_cookie:
-        try:
-            anonymous_user_data = decode_anonymous_user_jwt_token(anonymous_user_cookie)
-            return anonymous_user_data.get("tenant_id", POSTGRES_DEFAULT_SCHEMA)
-        except Exception as e:
-            logger.error(f"Error decoding anonymous user cookie: {str(e)}")
-            # Continue and attempt to authenticate
-
     try:
         # Look up token data in Redis
 
         token_data = await retrieve_auth_token_data_from_redis(request)
 
-        if not token_data:
-            logger.debug(
-                "Token data not found or expired in Redis, defaulting to POSTGRES_DEFAULT_SCHEMA"
+        if token_data:
+            tenant_id_from_payload = token_data.get(
+                "tenant_id", POSTGRES_DEFAULT_SCHEMA
             )
-            # Return POSTGRES_DEFAULT_SCHEMA, so non-authenticated requests are sent to the default schema
-            # The CURRENT_TENANT_ID_CONTEXTVAR is initialized with POSTGRES_DEFAULT_SCHEMA,
-            # so we maintain consistency by returning it here when no valid tenant is found.
-            return POSTGRES_DEFAULT_SCHEMA
 
-        tenant_id_from_payload = token_data.get("tenant_id", POSTGRES_DEFAULT_SCHEMA)
+            tenant_id = (
+                str(tenant_id_from_payload)
+                if tenant_id_from_payload is not None
+                else None
+            )
 
-        # Since token_data.get() can return None, ensure we have a string
-        tenant_id = (
-            str(tenant_id_from_payload)
-            if tenant_id_from_payload is not None
-            else POSTGRES_DEFAULT_SCHEMA
+            if tenant_id and not is_valid_schema_name(tenant_id):
+                raise HTTPException(status_code=400, detail="Invalid tenant ID format")
+
+        # Check for anonymous user cookie
+        anonymous_user_cookie = request.cookies.get(ANONYMOUS_USER_COOKIE_NAME)
+        if anonymous_user_cookie:
+            try:
+                anonymous_user_data = decode_anonymous_user_jwt_token(
+                    anonymous_user_cookie
+                )
+                tenant_id = anonymous_user_data.get(
+                    "tenant_id", POSTGRES_DEFAULT_SCHEMA
+                )
+
+                if not tenant_id or not is_valid_schema_name(tenant_id):
+                    raise HTTPException(
+                        status_code=400, detail="Invalid tenant ID format"
+                    )
+
+                return tenant_id
+
+            except Exception as e:
+                logger.error(f"Error decoding anonymous user cookie: {str(e)}")
+                # Continue and attempt to authenticate
+
+        logger.debug(
+            "Token data not found or expired in Redis, defaulting to POSTGRES_DEFAULT_SCHEMA"
         )
 
-        if not is_valid_schema_name(tenant_id):
-            raise HTTPException(status_code=400, detail="Invalid tenant ID format")
+        # Return POSTGRES_DEFAULT_SCHEMA, so non-authenticated requests are sent to the default schema
+        # The CURRENT_TENANT_ID_CONTEXTVAR is initialized with POSTGRES_DEFAULT_SCHEMA,
+        # so we maintain consistency by returning it here when no valid tenant is found.
+        return POSTGRES_DEFAULT_SCHEMA
 
     except Exception as e:
         logger.error(f"Unexpected error in _get_tenant_id_from_request: {str(e)}")

backend/ee/onyx/server/oauth/confluence_cloud.py

@@ -80,6 +80,7 @@ class ConfluenceCloudOAuth:
         "search:confluence%20"
         # granular scope
         "read:attachment:confluence%20"  # possibly unneeded unless calling v2 attachments api
+        "read:content-details:confluence%20"  # for permission sync
         "offline_access"
     )
 

backend/ee/onyx/server/query_and_chat/chat_backend.py

@@ -1,26 +1,35 @@
 import re
+from typing import cast
 
 from fastapi import APIRouter
 from fastapi import Depends
 from fastapi import HTTPException
 from sqlalchemy.orm import Session
 
+from ee.onyx.server.query_and_chat.models import AgentAnswer
+from ee.onyx.server.query_and_chat.models import AgentSubQuery
+from ee.onyx.server.query_and_chat.models import AgentSubQuestion
 from ee.onyx.server.query_and_chat.models import BasicCreateChatMessageRequest
 from ee.onyx.server.query_and_chat.models import (
     BasicCreateChatMessageWithHistoryRequest,
 )
 from ee.onyx.server.query_and_chat.models import ChatBasicResponse
-from ee.onyx.server.query_and_chat.models import SimpleDoc
 from onyx.auth.users import current_user
 from onyx.chat.chat_utils import combine_message_thread
 from onyx.chat.chat_utils import create_chat_chain
+from onyx.chat.models import AgentAnswerPiece
 from onyx.chat.models import AllCitations
+from onyx.chat.models import ExtendedToolResponse
 from onyx.chat.models import FinalUsedContextDocsResponse
 from onyx.chat.models import LlmDoc
 from onyx.chat.models import LLMRelevanceFilterResponse
 from onyx.chat.models import OnyxAnswerPiece
 from onyx.chat.models import QADocsResponse
+from onyx.chat.models import RefinedAnswerImprovement
 from onyx.chat.models import StreamingError
+from onyx.chat.models import SubQueryPiece
+from onyx.chat.models import SubQuestionIdentifier
+from onyx.chat.models import SubQuestionPiece
 from onyx.chat.process_message import ChatPacketStream
 from onyx.chat.process_message import stream_chat_message_objects
 from onyx.configs.chat_configs import CHAT_TARGET_CHUNK_PERCENTAGE
@@ -46,25 +55,6 @@ logger = setup_logger()
 router = APIRouter(prefix="/chat")
 
 
-def _translate_doc_response_to_simple_doc(
-    doc_response: QADocsResponse,
-) -> list[SimpleDoc]:
-    return [
-        SimpleDoc(
-            id=doc.document_id,
-            semantic_identifier=doc.semantic_identifier,
-            link=doc.link,
-            blurb=doc.blurb,
-            match_highlights=[
-                highlight for highlight in doc.match_highlights if highlight
-            ],
-            source_type=doc.source_type,
-            metadata=doc.metadata,
-        )
-        for doc in doc_response.top_documents
-    ]
-
-
 def _get_final_context_doc_indices(
     final_context_docs: list[LlmDoc] | None,
     top_docs: list[SavedSearchDoc] | None,
@@ -89,14 +79,26 @@ def _convert_packet_stream_to_response(
     final_context_docs: list[LlmDoc] = []
 
     answer = ""
+
+    # accumulate stream data with these dicts
+    agent_sub_questions: dict[tuple[int, int], AgentSubQuestion] = {}
+    agent_answers: dict[tuple[int, int], AgentAnswer] = {}
+    agent_sub_queries: dict[tuple[int, int, int], AgentSubQuery] = {}
+
     for packet in packets:
         if isinstance(packet, OnyxAnswerPiece) and packet.answer_piece:
             answer += packet.answer_piece
         elif isinstance(packet, QADocsResponse):
             response.top_documents = packet.top_documents
 
-            # TODO: deprecate `simple_search_docs`
-            response.simple_search_docs = _translate_doc_response_to_simple_doc(packet)
+            # This is a no-op if agent_sub_questions hasn't already been filled
+            if packet.level is not None and packet.level_question_num is not None:
+                id = (packet.level, packet.level_question_num)
+                if id in agent_sub_questions:
+                    agent_sub_questions[id].document_ids = [
+                        saved_search_doc.document_id
+                        for saved_search_doc in packet.top_documents
+                    ]
         elif isinstance(packet, StreamingError):
             response.error_msg = packet.error
         elif isinstance(packet, ChatMessageDetail):
@@ -113,11 +115,104 @@ def _convert_packet_stream_to_response(
                 citation.citation_num: citation.document_id
                 for citation in packet.citations
             }
+        # agentic packets
+        elif isinstance(packet, SubQuestionPiece):
+            if packet.level is not None and packet.level_question_num is not None:
+                id = (packet.level, packet.level_question_num)
+                if agent_sub_questions.get(id) is None:
+                    agent_sub_questions[id] = AgentSubQuestion(
+                        level=packet.level,
+                        level_question_num=packet.level_question_num,
+                        sub_question=packet.sub_question,
+                        document_ids=[],
+                    )
+                else:
+                    agent_sub_questions[id].sub_question += packet.sub_question
+
+        elif isinstance(packet, AgentAnswerPiece):
+            if packet.level is not None and packet.level_question_num is not None:
+                id = (packet.level, packet.level_question_num)
+                if agent_answers.get(id) is None:
+                    agent_answers[id] = AgentAnswer(
+                        level=packet.level,
+                        level_question_num=packet.level_question_num,
+                        answer=packet.answer_piece,
+                        answer_type=packet.answer_type,
+                    )
+                else:
+                    agent_answers[id].answer += packet.answer_piece
+        elif isinstance(packet, SubQueryPiece):
+            if packet.level is not None and packet.level_question_num is not None:
+                sub_query_id = (
+                    packet.level,
+                    packet.level_question_num,
+                    packet.query_id,
+                )
+                if agent_sub_queries.get(sub_query_id) is None:
+                    agent_sub_queries[sub_query_id] = AgentSubQuery(
+                        level=packet.level,
+                        level_question_num=packet.level_question_num,
+                        sub_query=packet.sub_query,
+                        query_id=packet.query_id,
+                    )
+                else:
+                    agent_sub_queries[sub_query_id].sub_query += packet.sub_query
+        elif isinstance(packet, ExtendedToolResponse):
+            # we shouldn't get this ... it gets intercepted and translated to QADocsResponse
+            logger.warning(
+                "_convert_packet_stream_to_response: Unexpected chat packet type ExtendedToolResponse!"
+            )
+        elif isinstance(packet, RefinedAnswerImprovement):
+            response.agent_refined_answer_improvement = (
+                packet.refined_answer_improvement
+            )
+        else:
+            logger.warning(
+                f"_convert_packet_stream_to_response - Unrecognized chat packet: type={type(packet)}"
+            )
 
     response.final_context_doc_indices = _get_final_context_doc_indices(
         final_context_docs, response.top_documents
     )
 
+    # organize / sort agent metadata for output
+    if len(agent_sub_questions) > 0:
+        response.agent_sub_questions = cast(
+            dict[int, list[AgentSubQuestion]],
+            SubQuestionIdentifier.make_dict_by_level(agent_sub_questions),
+        )
+
+    if len(agent_answers) > 0:
+        # return the agent_level_answer from the first level or the last one depending
+        # on agent_refined_answer_improvement
+        response.agent_answers = cast(
+            dict[int, list[AgentAnswer]],
+            SubQuestionIdentifier.make_dict_by_level(agent_answers),
+        )
+        if response.agent_answers:
+            selected_answer_level = (
+                0
+                if not response.agent_refined_answer_improvement
+                else len(response.agent_answers) - 1
+            )
+            level_answers = response.agent_answers[selected_answer_level]
+            for level_answer in level_answers:
+                if level_answer.answer_type != "agent_level_answer":
+                    continue
+
+                answer = level_answer.answer
+                break
+
+    if len(agent_sub_queries) > 0:
+        # subqueries are often emitted with trailing whitespace ... clean it up here
+        # perhaps fix at the source?
+        for v in agent_sub_queries.values():
+            v.sub_query = v.sub_query.strip()
+
+        response.agent_sub_queries = (
+            AgentSubQuery.make_dict_by_level_and_question_index(agent_sub_queries)
+        )
+
     response.answer = answer
     if answer:
         response.answer_citationless = remove_answer_citations(answer)

backend/ee/onyx/server/query_and_chat/models.py

@@ -1,3 +1,5 @@
+from collections import OrderedDict
+from typing import Literal
 from uuid import UUID
 
 from pydantic import BaseModel
@@ -6,9 +8,9 @@ from pydantic import model_validator
 
 from ee.onyx.server.manage.models import StandardAnswer
 from onyx.chat.models import CitationInfo
-from onyx.chat.models import OnyxContexts
 from onyx.chat.models import PersonaOverrideConfig
 from onyx.chat.models import QADocsResponse
+from onyx.chat.models import SubQuestionIdentifier
 from onyx.chat.models import ThreadMessage
 from onyx.configs.constants import DocumentSource
 from onyx.context.search.enums import LLMEvaluationType
@@ -88,6 +90,64 @@ class SimpleDoc(BaseModel):
     metadata: dict | None
 
 
+class AgentSubQuestion(SubQuestionIdentifier):
+    sub_question: str
+    document_ids: list[str]
+
+
+class AgentAnswer(SubQuestionIdentifier):
+    answer: str
+    answer_type: Literal["agent_sub_answer", "agent_level_answer"]
+
+
+class AgentSubQuery(SubQuestionIdentifier):
+    sub_query: str
+    query_id: int
+
+    @staticmethod
+    def make_dict_by_level_and_question_index(
+        original_dict: dict[tuple[int, int, int], "AgentSubQuery"]
+    ) -> dict[int, dict[int, list["AgentSubQuery"]]]:
+        """Takes a dict of tuple(level, question num, query_id) to sub queries.
+
+        returns a dict of level to dict[question num to list of query_id's]
+        Ordering is asc for readability.
+        """
+        # In this function, when we sort int | None, we deliberately push None to the end
+
+        # map entries to the level_question_dict
+        level_question_dict: dict[int, dict[int, list["AgentSubQuery"]]] = {}
+        for k1, obj in original_dict.items():
+            level = k1[0]
+            question = k1[1]
+
+            if level not in level_question_dict:
+                level_question_dict[level] = {}
+
+            if question not in level_question_dict[level]:
+                level_question_dict[level][question] = []
+
+            level_question_dict[level][question].append(obj)
+
+        # sort each query_id list and question_index
+        for key1, obj1 in level_question_dict.items():
+            for key2, value2 in obj1.items():
+                # sort the query_id list of each question_index
+                level_question_dict[key1][key2] = sorted(
+                    value2, key=lambda o: o.query_id
+                )
+            # sort the question_index dict of level
+            level_question_dict[key1] = OrderedDict(
+                sorted(level_question_dict[key1].items(), key=lambda x: (x is None, x))
+            )
+
+        # sort the top dict of levels
+        sorted_dict = OrderedDict(
+            sorted(level_question_dict.items(), key=lambda x: (x is None, x))
+        )
+        return sorted_dict
+
+
 class ChatBasicResponse(BaseModel):
     # This is built piece by piece, any of these can be None as the flow could break
     answer: str | None = None
@@ -103,10 +163,14 @@ class ChatBasicResponse(BaseModel):
     cited_documents: dict[int, str] | None = None
 
     # FOR BACKWARDS COMPATIBILITY
-    # TODO: deprecate both of these
-    simple_search_docs: list[SimpleDoc] | None = None
     llm_chunks_indices: list[int] | None = None
 
+    # agentic fields
+    agent_sub_questions: dict[int, list[AgentSubQuestion]] | None = None
+    agent_answers: dict[int, list[AgentAnswer]] | None = None
+    agent_sub_queries: dict[int, dict[int, list[AgentSubQuery]]] | None = None
+    agent_refined_answer_improvement: bool | None = None
+
 
 class OneShotQARequest(ChunkContext):
     # Supports simplier APIs that don't deal with chat histories or message edits
@@ -153,4 +217,3 @@ class OneShotQAResponse(BaseModel):
     llm_selected_doc_indices: list[int] | None = None
     error_msg: str | None = None
     chat_message_id: int | None = None
-    contexts: OnyxContexts | None = None

backend/ee/onyx/server/query_history/api.py

@@ -48,10 +48,15 @@ def fetch_and_process_chat_session_history(
     feedback_type: QAFeedbackType | None,
     limit: int | None = 500,
 ) -> list[ChatSessionSnapshot]:
+    # observed to be slow a scale of 8192 sessions and 4 messages per session
+
+    # this is a little slow (5 seconds)
     chat_sessions = fetch_chat_sessions_eagerly_by_time(
         start=start, end=end, db_session=db_session, limit=limit
     )
 
+    # this is VERY slow (80 seconds) due to create_chat_chain being called
+    # for each session. Needs optimizing.
     chat_session_snapshots = [
         snapshot_from_chat_session(chat_session=chat_session, db_session=db_session)
         for chat_session in chat_sessions
@@ -246,6 +251,8 @@ def get_query_history_as_csv(
             detail="Query history has been disabled by the administrator.",
         )
 
+    # this call is very expensive and is timing out via endpoint
+    # TODO: optimize call and/or generate via background task
     complete_chat_session_history = fetch_and_process_chat_session_history(
         db_session=db_session,
         start=start or datetime.fromtimestamp(0, tz=timezone.utc),

backend/ee/onyx/server/saml.py

@@ -38,6 +38,7 @@ router = APIRouter(prefix="/auth/saml")
 
 
 async def upsert_saml_user(email: str) -> User:
+    logger.debug(f"Attempting to upsert SAML user with email: {email}")
     get_async_session_context = contextlib.asynccontextmanager(
         get_async_session
     )  # type:ignore
@@ -48,9 +49,13 @@ async def upsert_saml_user(email: str) -> User:
         async with get_user_db_context(session) as user_db:
             async with get_user_manager_context(user_db) as user_manager:
                 try:
-                    return await user_manager.get_by_email(email)
+                    user = await user_manager.get_by_email(email)
+                    # If user has a non-authenticated role, treat as non-existent
+                    if not user.role.is_web_login():
+                        raise exceptions.UserNotExists()
+                    return user
                 except exceptions.UserNotExists:
-                    logger.notice("Creating user from SAML login")
+                    logger.info("Creating user from SAML login")
 
                 user_count = await get_user_count()
                 role = UserRole.ADMIN if user_count == 0 else UserRole.BASIC
@@ -59,11 +64,10 @@ async def upsert_saml_user(email: str) -> User:
                 password = fastapi_users_pw_helper.generate()
                 hashed_pass = fastapi_users_pw_helper.hash(password)
 
-                user: User = await user_manager.create(
+                user = await user_manager.create(
                     UserCreate(
                         email=email,
                         password=hashed_pass,
-                        is_verified=True,
                         role=role,
                     )
                 )

backend/ee/onyx/server/tenants/admin_api.py

@@ -0,0 +1,45 @@
+from fastapi import APIRouter
+from fastapi import Depends
+from fastapi import HTTPException
+from fastapi import Response
+
+from ee.onyx.auth.users import current_cloud_superuser
+from ee.onyx.server.tenants.models import ImpersonateRequest
+from ee.onyx.server.tenants.user_mapping import get_tenant_id_for_email
+from onyx.auth.users import auth_backend
+from onyx.auth.users import get_redis_strategy
+from onyx.auth.users import User
+from onyx.db.engine import get_session_with_tenant
+from onyx.db.users import get_user_by_email
+from onyx.utils.logger import setup_logger
+
+logger = setup_logger()
+
+router = APIRouter(prefix="/tenants")
+
+
+@router.post("/impersonate")
+async def impersonate_user(
+    impersonate_request: ImpersonateRequest,
+    _: User = Depends(current_cloud_superuser),
+) -> Response:
+    """Allows a cloud superuser to impersonate another user by generating an impersonation JWT token"""
+    tenant_id = get_tenant_id_for_email(impersonate_request.email)
+
+    with get_session_with_tenant(tenant_id=tenant_id) as tenant_session:
+        user_to_impersonate = get_user_by_email(
+            impersonate_request.email, tenant_session
+        )
+        if user_to_impersonate is None:
+            raise HTTPException(status_code=404, detail="User not found")
+        token = await get_redis_strategy().write_token(user_to_impersonate)
+
+    response = await auth_backend.transport.get_login_response(token)
+    response.set_cookie(
+        key="fastapiusersauth",
+        value=token,
+        httponly=True,
+        secure=True,
+        samesite="lax",
+    )
+    return response

backend/ee/onyx/server/tenants/anonymous_users_api.py

@@ -0,0 +1,98 @@
+from fastapi import APIRouter
+from fastapi import Depends
+from fastapi import HTTPException
+from fastapi import Response
+from sqlalchemy.exc import IntegrityError
+
+from ee.onyx.auth.users import generate_anonymous_user_jwt_token
+from ee.onyx.configs.app_configs import ANONYMOUS_USER_COOKIE_NAME
+from ee.onyx.server.tenants.anonymous_user_path import get_anonymous_user_path
+from ee.onyx.server.tenants.anonymous_user_path import (
+    get_tenant_id_for_anonymous_user_path,
+)
+from ee.onyx.server.tenants.anonymous_user_path import modify_anonymous_user_path
+from ee.onyx.server.tenants.anonymous_user_path import validate_anonymous_user_path
+from ee.onyx.server.tenants.models import AnonymousUserPath
+from onyx.auth.users import anonymous_user_enabled
+from onyx.auth.users import current_admin_user
+from onyx.auth.users import optional_user
+from onyx.auth.users import User
+from onyx.configs.constants import FASTAPI_USERS_AUTH_COOKIE_NAME
+from onyx.db.engine import get_session_with_shared_schema
+from onyx.utils.logger import setup_logger
+from shared_configs.contextvars import get_current_tenant_id
+
+logger = setup_logger()
+
+router = APIRouter(prefix="/tenants")
+
+
+@router.get("/anonymous-user-path")
+async def get_anonymous_user_path_api(
+    _: User | None = Depends(current_admin_user),
+) -> AnonymousUserPath:
+    tenant_id = get_current_tenant_id()
+
+    if tenant_id is None:
+        raise HTTPException(status_code=404, detail="Tenant not found")
+
+    with get_session_with_shared_schema() as db_session:
+        current_path = get_anonymous_user_path(tenant_id, db_session)
+
+    return AnonymousUserPath(anonymous_user_path=current_path)
+
+
+@router.post("/anonymous-user-path")
+async def set_anonymous_user_path_api(
+    anonymous_user_path: str,
+    _: User | None = Depends(current_admin_user),
+) -> None:
+    tenant_id = get_current_tenant_id()
+    try:
+        validate_anonymous_user_path(anonymous_user_path)
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e))
+
+    with get_session_with_shared_schema() as db_session:
+        try:
+            modify_anonymous_user_path(tenant_id, anonymous_user_path, db_session)
+        except IntegrityError:
+            raise HTTPException(
+                status_code=409,
+                detail="The anonymous user path is already in use. Please choose a different path.",
+            )
+        except Exception as e:
+            logger.exception(f"Failed to modify anonymous user path: {str(e)}")
+            raise HTTPException(
+                status_code=500,
+                detail="An unexpected error occurred while modifying the anonymous user path",
+            )
+
+
+@router.post("/anonymous-user")
+async def login_as_anonymous_user(
+    anonymous_user_path: str,
+    _: User | None = Depends(optional_user),
+) -> Response:
+    with get_session_with_shared_schema() as db_session:
+        tenant_id = get_tenant_id_for_anonymous_user_path(
+            anonymous_user_path, db_session
+        )
+        if not tenant_id:
+            raise HTTPException(status_code=404, detail="Tenant not found")
+
+    if not anonymous_user_enabled(tenant_id=tenant_id):
+        raise HTTPException(status_code=403, detail="Anonymous user is not enabled")
+
+    token = generate_anonymous_user_jwt_token(tenant_id)
+
+    response = Response()
+    response.delete_cookie(FASTAPI_USERS_AUTH_COOKIE_NAME)
+    response.set_cookie(
+        key=ANONYMOUS_USER_COOKIE_NAME,
+        value=token,
+        httponly=True,
+        secure=True,
+        samesite="strict",
+    )
+    return response

backend/ee/onyx/server/tenants/api.py

@@ -1,269 +1,24 @@
-import stripe
 from fastapi import APIRouter
-from fastapi import Depends
-from fastapi import HTTPException
-from fastapi import Response
-from sqlalchemy.exc import IntegrityError
-from sqlalchemy.orm import Session
 
-from ee.onyx.auth.users import current_cloud_superuser
-from ee.onyx.auth.users import generate_anonymous_user_jwt_token
-from ee.onyx.configs.app_configs import ANONYMOUS_USER_COOKIE_NAME
-from ee.onyx.configs.app_configs import STRIPE_SECRET_KEY
-from ee.onyx.server.tenants.access import control_plane_dep
-from ee.onyx.server.tenants.anonymous_user_path import get_anonymous_user_path
-from ee.onyx.server.tenants.anonymous_user_path import (
-    get_tenant_id_for_anonymous_user_path,
+from ee.onyx.server.tenants.admin_api import router as admin_router
+from ee.onyx.server.tenants.anonymous_users_api import router as anonymous_users_router
+from ee.onyx.server.tenants.billing_api import router as billing_router
+from ee.onyx.server.tenants.team_membership_api import router as team_membership_router
+from ee.onyx.server.tenants.tenant_management_api import (
+    router as tenant_management_router,
+)
+from ee.onyx.server.tenants.user_invitations_api import (
+    router as user_invitations_router,
 )
-from ee.onyx.server.tenants.anonymous_user_path import modify_anonymous_user_path
-from ee.onyx.server.tenants.anonymous_user_path import validate_anonymous_user_path
-from ee.onyx.server.tenants.billing import fetch_billing_information
-from ee.onyx.server.tenants.billing import fetch_stripe_checkout_session
-from ee.onyx.server.tenants.billing import fetch_tenant_stripe_information
-from ee.onyx.server.tenants.models import AnonymousUserPath
-from ee.onyx.server.tenants.models import BillingInformation
-from ee.onyx.server.tenants.models import ImpersonateRequest
-from ee.onyx.server.tenants.models import ProductGatingRequest
-from ee.onyx.server.tenants.models import ProductGatingResponse
-from ee.onyx.server.tenants.models import SubscriptionSessionResponse
-from ee.onyx.server.tenants.models import SubscriptionStatusResponse
-from ee.onyx.server.tenants.product_gating import store_product_gating
-from ee.onyx.server.tenants.provisioning import delete_user_from_control_plane
-from ee.onyx.server.tenants.user_mapping import get_tenant_id_for_email
-from ee.onyx.server.tenants.user_mapping import remove_all_users_from_tenant
-from ee.onyx.server.tenants.user_mapping import remove_users_from_tenant
-from onyx.auth.users import anonymous_user_enabled
-from onyx.auth.users import auth_backend
-from onyx.auth.users import current_admin_user
-from onyx.auth.users import get_redis_strategy
-from onyx.auth.users import optional_user
-from onyx.auth.users import User
-from onyx.configs.app_configs import WEB_DOMAIN
-from onyx.configs.constants import FASTAPI_USERS_AUTH_COOKIE_NAME
-from onyx.db.auth import get_user_count
-from onyx.db.engine import get_session
-from onyx.db.engine import get_session_with_shared_schema
-from onyx.db.engine import get_session_with_tenant
-from onyx.db.users import delete_user_from_db
-from onyx.db.users import get_user_by_email
-from onyx.server.manage.models import UserByEmail
-from onyx.utils.logger import setup_logger
-from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
-from shared_configs.contextvars import get_current_tenant_id
 
-stripe.api_key = STRIPE_SECRET_KEY
-logger = setup_logger()
-router = APIRouter(prefix="/tenants")
+# Create a main router to include all sub-routers
+# Note: We don't add a prefix here as each router already has the /tenants prefix
+router = APIRouter()
 
-
-@router.get("/anonymous-user-path")
-async def get_anonymous_user_path_api(
-    _: User | None = Depends(current_admin_user),
-) -> AnonymousUserPath:
-    tenant_id = get_current_tenant_id()
-
-    if tenant_id is None:
-        raise HTTPException(status_code=404, detail="Tenant not found")
-
-    with get_session_with_shared_schema() as db_session:
-        current_path = get_anonymous_user_path(tenant_id, db_session)
-
-    return AnonymousUserPath(anonymous_user_path=current_path)
-
-
-@router.post("/anonymous-user-path")
-async def set_anonymous_user_path_api(
-    anonymous_user_path: str,
-    _: User | None = Depends(current_admin_user),
-) -> None:
-    tenant_id = get_current_tenant_id()
-    try:
-        validate_anonymous_user_path(anonymous_user_path)
-    except ValueError as e:
-        raise HTTPException(status_code=400, detail=str(e))
-
-    with get_session_with_shared_schema() as db_session:
-        try:
-            modify_anonymous_user_path(tenant_id, anonymous_user_path, db_session)
-        except IntegrityError:
-            raise HTTPException(
-                status_code=409,
-                detail="The anonymous user path is already in use. Please choose a different path.",
-            )
-        except Exception as e:
-            logger.exception(f"Failed to modify anonymous user path: {str(e)}")
-            raise HTTPException(
-                status_code=500,
-                detail="An unexpected error occurred while modifying the anonymous user path",
-            )
-
-
-@router.post("/anonymous-user")
-async def login_as_anonymous_user(
-    anonymous_user_path: str,
-    _: User | None = Depends(optional_user),
-) -> Response:
-    with get_session_with_shared_schema() as db_session:
-        tenant_id = get_tenant_id_for_anonymous_user_path(
-            anonymous_user_path, db_session
-        )
-        if not tenant_id:
-            raise HTTPException(status_code=404, detail="Tenant not found")
-
-    if not anonymous_user_enabled(tenant_id=tenant_id):
-        raise HTTPException(status_code=403, detail="Anonymous user is not enabled")
-
-    token = generate_anonymous_user_jwt_token(tenant_id)
-
-    response = Response()
-    response.delete_cookie(FASTAPI_USERS_AUTH_COOKIE_NAME)
-    response.set_cookie(
-        key=ANONYMOUS_USER_COOKIE_NAME,
-        value=token,
-        httponly=True,
-        secure=True,
-        samesite="strict",
-    )
-    return response
-
-
-@router.post("/product-gating")
-def gate_product(
-    product_gating_request: ProductGatingRequest, _: None = Depends(control_plane_dep)
-) -> ProductGatingResponse:
-    """
-    Gating the product means that the product is not available to the tenant.
-    They will be directed to the billing page.
-    We gate the product when their subscription has ended.
-    """
-    try:
-        store_product_gating(
-            product_gating_request.tenant_id, product_gating_request.application_status
-        )
-        return ProductGatingResponse(updated=True, error=None)
-
-    except Exception as e:
-        logger.exception("Failed to gate product")
-        return ProductGatingResponse(updated=False, error=str(e))
-
-
-@router.get("/billing-information")
-async def billing_information(
-    _: User = Depends(current_admin_user),
-) -> BillingInformation | SubscriptionStatusResponse:
-    logger.info("Fetching billing information")
-    tenant_id = get_current_tenant_id()
-    return fetch_billing_information(tenant_id)
-
-
-@router.post("/create-customer-portal-session")
-async def create_customer_portal_session(
-    _: User = Depends(current_admin_user),
-) -> dict:
-    tenant_id = get_current_tenant_id()
-
-    try:
-        stripe_info = fetch_tenant_stripe_information(tenant_id)
-        stripe_customer_id = stripe_info.get("stripe_customer_id")
-        if not stripe_customer_id:
-            raise HTTPException(status_code=400, detail="Stripe customer ID not found")
-        logger.info(stripe_customer_id)
-
-        portal_session = stripe.billing_portal.Session.create(
-            customer=stripe_customer_id,
-            return_url=f"{WEB_DOMAIN}/admin/billing",
-        )
-        logger.info(portal_session)
-        return {"url": portal_session.url}
-    except Exception as e:
-        logger.exception("Failed to create customer portal session")
-        raise HTTPException(status_code=500, detail=str(e))
-
-
-@router.post("/create-subscription-session")
-async def create_subscription_session(
-    _: User = Depends(current_admin_user),
-) -> SubscriptionSessionResponse:
-    try:
-        tenant_id = CURRENT_TENANT_ID_CONTEXTVAR.get()
-        if not tenant_id:
-            raise HTTPException(status_code=400, detail="Tenant ID not found")
-        session_id = fetch_stripe_checkout_session(tenant_id)
-        return SubscriptionSessionResponse(sessionId=session_id)
-
-    except Exception as e:
-        logger.exception("Failed to create resubscription session")
-        raise HTTPException(status_code=500, detail=str(e))
-
-
-@router.post("/impersonate")
-async def impersonate_user(
-    impersonate_request: ImpersonateRequest,
-    _: User = Depends(current_cloud_superuser),
-) -> Response:
-    """Allows a cloud superuser to impersonate another user by generating an impersonation JWT token"""
-    tenant_id = get_tenant_id_for_email(impersonate_request.email)
-
-    with get_session_with_tenant(tenant_id=tenant_id) as tenant_session:
-        user_to_impersonate = get_user_by_email(
-            impersonate_request.email, tenant_session
-        )
-        if user_to_impersonate is None:
-            raise HTTPException(status_code=404, detail="User not found")
-        token = await get_redis_strategy().write_token(user_to_impersonate)
-
-    response = await auth_backend.transport.get_login_response(token)
-    response.set_cookie(
-        key="fastapiusersauth",
-        value=token,
-        httponly=True,
-        secure=True,
-        samesite="lax",
-    )
-    return response
-
-
-@router.post("/leave-organization")
-async def leave_organization(
-    user_email: UserByEmail,
-    current_user: User | None = Depends(current_admin_user),
-    db_session: Session = Depends(get_session),
-) -> None:
-    tenant_id = get_current_tenant_id()
-
-    if current_user is None or current_user.email != user_email.user_email:
-        raise HTTPException(
-            status_code=403, detail="You can only leave the organization as yourself"
-        )
-
-    user_to_delete = get_user_by_email(user_email.user_email, db_session)
-    if user_to_delete is None:
-        raise HTTPException(status_code=404, detail="User not found")
-
-    num_admin_users = await get_user_count(only_admin_users=True)
-
-    should_delete_tenant = num_admin_users == 1
-
-    if should_delete_tenant:
-        logger.info(
-            "Last admin user is leaving the organization. Deleting tenant from control plane."
-        )
-        try:
-            await delete_user_from_control_plane(tenant_id, user_to_delete.email)
-            logger.debug("User deleted from control plane")
-        except Exception as e:
-            logger.exception(
-                f"Failed to delete user from control plane for tenant {tenant_id}: {e}"
-            )
-            raise HTTPException(
-                status_code=500,
-                detail=f"Failed to remove user from control plane: {str(e)}",
-            )
-
-    db_session.expunge(user_to_delete)
-    delete_user_from_db(user_to_delete, db_session)
-
-    if should_delete_tenant:
-        remove_all_users_from_tenant(tenant_id)
-    else:
-        remove_users_from_tenant([user_to_delete.email], tenant_id)
+# Include all the individual routers
+router.include_router(admin_router)
+router.include_router(anonymous_users_router)
+router.include_router(billing_router)
+router.include_router(team_membership_router)
+router.include_router(tenant_management_router)
+router.include_router(user_invitations_router)

backend/ee/onyx/server/tenants/billing_api.py

@@ -0,0 +1,96 @@
+import stripe
+from fastapi import APIRouter
+from fastapi import Depends
+from fastapi import HTTPException
+
+from ee.onyx.auth.users import current_admin_user
+from ee.onyx.configs.app_configs import STRIPE_SECRET_KEY
+from ee.onyx.server.tenants.access import control_plane_dep
+from ee.onyx.server.tenants.billing import fetch_billing_information
+from ee.onyx.server.tenants.billing import fetch_stripe_checkout_session
+from ee.onyx.server.tenants.billing import fetch_tenant_stripe_information
+from ee.onyx.server.tenants.models import BillingInformation
+from ee.onyx.server.tenants.models import ProductGatingRequest
+from ee.onyx.server.tenants.models import ProductGatingResponse
+from ee.onyx.server.tenants.models import SubscriptionSessionResponse
+from ee.onyx.server.tenants.models import SubscriptionStatusResponse
+from ee.onyx.server.tenants.product_gating import store_product_gating
+from onyx.auth.users import User
+from onyx.configs.app_configs import WEB_DOMAIN
+from onyx.utils.logger import setup_logger
+from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
+from shared_configs.contextvars import get_current_tenant_id
+
+stripe.api_key = STRIPE_SECRET_KEY
+logger = setup_logger()
+
+router = APIRouter(prefix="/tenants")
+
+
+@router.post("/product-gating")
+def gate_product(
+    product_gating_request: ProductGatingRequest, _: None = Depends(control_plane_dep)
+) -> ProductGatingResponse:
+    """
+    Gating the product means that the product is not available to the tenant.
+    They will be directed to the billing page.
+    We gate the product when their subscription has ended.
+    """
+    try:
+        store_product_gating(
+            product_gating_request.tenant_id, product_gating_request.application_status
+        )
+        return ProductGatingResponse(updated=True, error=None)
+
+    except Exception as e:
+        logger.exception("Failed to gate product")
+        return ProductGatingResponse(updated=False, error=str(e))
+
+
+@router.get("/billing-information")
+async def billing_information(
+    _: User = Depends(current_admin_user),
+) -> BillingInformation | SubscriptionStatusResponse:
+    logger.info("Fetching billing information")
+    tenant_id = get_current_tenant_id()
+    return fetch_billing_information(tenant_id)
+
+
+@router.post("/create-customer-portal-session")
+async def create_customer_portal_session(
+    _: User = Depends(current_admin_user),
+) -> dict:
+    tenant_id = get_current_tenant_id()
+
+    try:
+        stripe_info = fetch_tenant_stripe_information(tenant_id)
+        stripe_customer_id = stripe_info.get("stripe_customer_id")
+        if not stripe_customer_id:
+            raise HTTPException(status_code=400, detail="Stripe customer ID not found")
+        logger.info(stripe_customer_id)
+
+        portal_session = stripe.billing_portal.Session.create(
+            customer=stripe_customer_id,
+            return_url=f"{WEB_DOMAIN}/admin/billing",
+        )
+        logger.info(portal_session)
+        return {"url": portal_session.url}
+    except Exception as e:
+        logger.exception("Failed to create customer portal session")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/create-subscription-session")
+async def create_subscription_session(
+    _: User = Depends(current_admin_user),
+) -> SubscriptionSessionResponse:
+    try:
+        tenant_id = CURRENT_TENANT_ID_CONTEXTVAR.get()
+        if not tenant_id:
+            raise HTTPException(status_code=400, detail="Tenant ID not found")
+        session_id = fetch_stripe_checkout_session(tenant_id)
+        return SubscriptionSessionResponse(sessionId=session_id)
+
+    except Exception as e:
+        logger.exception("Failed to create resubscription session")
+        raise HTTPException(status_code=500, detail=str(e))

backend/ee/onyx/server/tenants/models.py

@@ -67,3 +67,30 @@ class ProductGatingResponse(BaseModel):
 
 class SubscriptionSessionResponse(BaseModel):
     sessionId: str
+
+
+class TenantByDomainResponse(BaseModel):
+    tenant_id: str
+    number_of_users: int
+    creator_email: str
+
+
+class TenantByDomainRequest(BaseModel):
+    email: str
+
+
+class RequestInviteRequest(BaseModel):
+    tenant_id: str
+
+
+class RequestInviteResponse(BaseModel):
+    success: bool
+    message: str
+
+
+class PendingUserSnapshot(BaseModel):
+    email: str
+
+
+class ApproveUserRequest(BaseModel):
+    email: str

backend/ee/onyx/server/tenants/product_gating.py

@@ -48,4 +48,5 @@ def store_product_gating(tenant_id: str, application_status: ApplicationStatus)
 
 def get_gated_tenants() -> set[str]:
     redis_client = get_redis_replica_client(tenant_id=ONYX_CLOUD_TENANT_ID)
-    return cast(set[str], redis_client.smembers(GATED_TENANTS_KEY))
+    gated_tenants_bytes = cast(set[bytes], redis_client.smembers(GATED_TENANTS_KEY))
+    return {tenant_id.decode("utf-8") for tenant_id in gated_tenants_bytes}

backend/ee/onyx/server/tenants/provisioning.py

@@ -4,6 +4,7 @@ import uuid
 
 import aiohttp  # Async HTTP client
 import httpx
+import requests
 from fastapi import HTTPException
 from fastapi import Request
 from sqlalchemy import select
@@ -14,6 +15,7 @@ from ee.onyx.configs.app_configs import COHERE_DEFAULT_API_KEY
 from ee.onyx.configs.app_configs import HUBSPOT_TRACKING_URL
 from ee.onyx.configs.app_configs import OPENAI_DEFAULT_API_KEY
 from ee.onyx.server.tenants.access import generate_data_plane_token
+from ee.onyx.server.tenants.models import TenantByDomainResponse
 from ee.onyx.server.tenants.models import TenantCreationPayload
 from ee.onyx.server.tenants.models import TenantDeletionPayload
 from ee.onyx.server.tenants.schema_management import create_schema_if_not_exists
@@ -26,11 +28,12 @@ from onyx.auth.users import exceptions
 from onyx.configs.app_configs import CONTROL_PLANE_API_BASE_URL
 from onyx.configs.app_configs import DEV_MODE
 from onyx.configs.constants import MilestoneRecordType
+from onyx.db.engine import get_session_with_shared_schema
 from onyx.db.engine import get_session_with_tenant
-from onyx.db.engine import get_sqlalchemy_engine
 from onyx.db.llm import update_default_provider
 from onyx.db.llm import upsert_cloud_embedding_provider
 from onyx.db.llm import upsert_llm_provider
+from onyx.db.models import AvailableTenant
 from onyx.db.models import IndexModelStatus
 from onyx.db.models import SearchSettings
 from onyx.db.models import UserTenantMapping
@@ -55,43 +58,77 @@ logger = logging.getLogger(__name__)
 async def get_or_provision_tenant(
     email: str, referral_source: str | None = None, request: Request | None = None
 ) -> str:
-    """Get existing tenant ID for an email or create a new tenant if none exists."""
+    """
+    Get existing tenant ID for an email or create a new tenant if none exists.
+    This function should only be called after we have verified we want this user's tenant to exist.
+    It returns the tenant ID associated with the email, creating a new tenant if necessary.
+    """
+    # Early return for non-multi-tenant mode
     if not MULTI_TENANT:
         return POSTGRES_DEFAULT_SCHEMA
 
     if referral_source and request:
         await submit_to_hubspot(email, referral_source, request)
 
+    # First, check if the user already has a tenant
+    tenant_id: str | None = None
     try:
         tenant_id = get_tenant_id_for_email(email)
+        return tenant_id
     except exceptions.UserNotExists:
-        # If tenant does not exist and in Multi tenant mode, provision a new tenant
-        try:
+        # User doesn't exist, so we need to create a new tenant or assign an existing one
+        pass
+
+    try:
+        # Try to get a pre-provisioned tenant
+        tenant_id = await get_available_tenant()
+
+        if tenant_id:
+            # If we have a pre-provisioned tenant, assign it to the user
+            await assign_tenant_to_user(tenant_id, email, referral_source)
+            logger.info(f"Assigned pre-provisioned tenant {tenant_id} to user {email}")
+        else:
+            # If no pre-provisioned tenant is available, create a new one on-demand
             tenant_id = await create_tenant(email, referral_source)
-        except Exception as e:
-            logger.error(f"Tenant provisioning failed: {e}")
-            raise HTTPException(status_code=500, detail="Failed to provision tenant.")
 
-    if not tenant_id:
+        # Notify control plane if we have created / assigned a new tenant
+        if not DEV_MODE:
+            await notify_control_plane(tenant_id, email, referral_source)
+
+        return tenant_id
+
+    except Exception as e:
+        # If we've encountered an error, log and raise an exception
+        error_msg = "Failed to provision tenant"
+        logger.error(error_msg, exc_info=e)
         raise HTTPException(
-            status_code=401, detail="User does not belong to an organization"
+            status_code=500,
+            detail="Failed to provision tenant. Please try again later.",
         )
 
-    return tenant_id
-
 
 async def create_tenant(email: str, referral_source: str | None = None) -> str:
+    """
+    Create a new tenant on-demand when no pre-provisioned tenants are available.
+    This is the fallback method when we can't use a pre-provisioned tenant.
+
+    """
     tenant_id = TENANT_ID_PREFIX + str(uuid.uuid4())
+    logger.info(f"Creating new tenant {tenant_id} for user {email}")
+
     try:
         # Provision tenant on data plane
         await provision_tenant(tenant_id, email)
-        # Notify control plane
-        if not DEV_MODE:
-            await notify_control_plane(tenant_id, email, referral_source)
+
     except Exception as e:
-        logger.error(f"Tenant provisioning failed: {e}")
-        await rollback_tenant_provisioning(tenant_id)
+        logger.exception(f"Tenant provisioning failed: {str(e)}")
+        # Attempt to rollback the tenant provisioning
+        try:
+            await rollback_tenant_provisioning(tenant_id)
+        except Exception:
+            logger.exception(f"Failed to rollback tenant provisioning for {tenant_id}")
         raise HTTPException(status_code=500, detail="Failed to provision tenant.")
+
     return tenant_id
 
 
@@ -105,54 +142,25 @@ async def provision_tenant(tenant_id: str, email: str) -> None:
         )
 
     logger.debug(f"Provisioning tenant {tenant_id} for user {email}")
-    token = None
 
     try:
+        # Create the schema for the tenant
         if not create_schema_if_not_exists(tenant_id):
             logger.debug(f"Created schema for tenant {tenant_id}")
         else:
             logger.debug(f"Schema already exists for tenant {tenant_id}")
 
-        token = CURRENT_TENANT_ID_CONTEXTVAR.set(tenant_id)
+        # Set up the tenant with all necessary configurations
+        await setup_tenant(tenant_id)
 
-        # Await the Alembic migrations
-        await asyncio.to_thread(run_alembic_migrations, tenant_id)
-
-        with get_session_with_tenant(tenant_id=tenant_id) as db_session:
-            configure_default_api_keys(db_session)
-
-            current_search_settings = (
-                db_session.query(SearchSettings)
-                .filter_by(status=IndexModelStatus.FUTURE)
-                .first()
-            )
-            cohere_enabled = (
-                current_search_settings is not None
-                and current_search_settings.provider_type == EmbeddingProvider.COHERE
-            )
-            setup_onyx(db_session, tenant_id, cohere_enabled=cohere_enabled)
-
-        add_users_to_tenant([email], tenant_id)
-
-        with get_session_with_tenant(tenant_id=tenant_id) as db_session:
-            create_milestone_and_report(
-                user=None,
-                distinct_id=tenant_id,
-                event_type=MilestoneRecordType.TENANT_CREATED,
-                properties={
-                    "email": email,
-                },
-                db_session=db_session,
-            )
+        # Assign the tenant to the user
+        await assign_tenant_to_user(tenant_id, email)
 
     except Exception as e:
         logger.exception(f"Failed to create tenant {tenant_id}")
         raise HTTPException(
             status_code=500, detail=f"Failed to create tenant: {str(e)}"
         )
-    finally:
-        if token is not None:
-            CURRENT_TENANT_ID_CONTEXTVAR.reset(token)
 
 
 async def notify_control_plane(
@@ -183,20 +191,74 @@ async def notify_control_plane(
 
 
 async def rollback_tenant_provisioning(tenant_id: str) -> None:
-    # Logic to rollback tenant provisioning on data plane
+    """
+    Logic to rollback tenant provisioning on data plane.
+    Handles each step independently to ensure maximum cleanup even if some steps fail.
+    """
     logger.info(f"Rolling back tenant provisioning for tenant_id: {tenant_id}")
-    try:
-        # Drop the tenant's schema to rollback provisioning
-        drop_schema(tenant_id)
 
-        # Remove tenant mapping
-        with Session(get_sqlalchemy_engine()) as db_session:
-            db_session.query(UserTenantMapping).filter(
-                UserTenantMapping.tenant_id == tenant_id
-            ).delete()
-            db_session.commit()
+    # Track if any part of the rollback fails
+    rollback_errors = []
+
+    # 1. Try to drop the tenant's schema
+    try:
+        drop_schema(tenant_id)
+        logger.info(f"Successfully dropped schema for tenant {tenant_id}")
     except Exception as e:
-        logger.error(f"Failed to rollback tenant provisioning: {e}")
+        error_msg = f"Failed to drop schema for tenant {tenant_id}: {str(e)}"
+        logger.error(error_msg)
+        rollback_errors.append(error_msg)
+
+    # 2. Try to remove tenant mapping
+    try:
+        with get_session_with_shared_schema() as db_session:
+            db_session.begin()
+            try:
+                db_session.query(UserTenantMapping).filter(
+                    UserTenantMapping.tenant_id == tenant_id
+                ).delete()
+                db_session.commit()
+                logger.info(
+                    f"Successfully removed user mappings for tenant {tenant_id}"
+                )
+            except Exception as e:
+                db_session.rollback()
+                raise e
+    except Exception as e:
+        error_msg = f"Failed to remove user mappings for tenant {tenant_id}: {str(e)}"
+        logger.error(error_msg)
+        rollback_errors.append(error_msg)
+
+    # 3. If this tenant was in the available tenants table, remove it
+    try:
+        with get_session_with_shared_schema() as db_session:
+            db_session.begin()
+            try:
+                available_tenant = (
+                    db_session.query(AvailableTenant)
+                    .filter(AvailableTenant.tenant_id == tenant_id)
+                    .first()
+                )
+
+                if available_tenant:
+                    db_session.delete(available_tenant)
+                    db_session.commit()
+                    logger.info(
+                        f"Removed tenant {tenant_id} from available tenants table"
+                    )
+            except Exception as e:
+                db_session.rollback()
+                raise e
+    except Exception as e:
+        error_msg = f"Failed to remove tenant {tenant_id} from available tenants table: {str(e)}"
+        logger.error(error_msg)
+        rollback_errors.append(error_msg)
+
+    # Log summary of rollback operation
+    if rollback_errors:
+        logger.error(f"Tenant rollback completed with {len(rollback_errors)} errors")
+    else:
+        logger.info(f"Tenant rollback completed successfully for tenant {tenant_id}")
 
 
 def configure_default_api_keys(db_session: Session) -> None:
@@ -209,6 +271,7 @@ def configure_default_api_keys(db_session: Session) -> None:
             fast_default_model_name="claude-3-5-sonnet-20241022",
             model_names=ANTHROPIC_MODEL_NAMES,
             display_model_names=["claude-3-5-sonnet-20241022"],
+            api_key_changed=True,
         )
         try:
             full_provider = upsert_llm_provider(anthropic_provider, db_session)
@@ -221,7 +284,7 @@ def configure_default_api_keys(db_session: Session) -> None:
         )
 
     if OPENAI_DEFAULT_API_KEY:
-        open_provider = LLMProviderUpsertRequest(
+        openai_provider = LLMProviderUpsertRequest(
             name="OpenAI",
             provider=OPENAI_PROVIDER_NAME,
             api_key=OPENAI_DEFAULT_API_KEY,
@@ -229,9 +292,10 @@ def configure_default_api_keys(db_session: Session) -> None:
             fast_default_model_name="gpt-4o-mini",
             model_names=OPEN_AI_MODEL_NAMES,
             display_model_names=["o1", "o3-mini", "gpt-4o", "gpt-4o-mini"],
+            api_key_changed=True,
         )
         try:
-            full_provider = upsert_llm_provider(open_provider, db_session)
+            full_provider = upsert_llm_provider(openai_provider, db_session)
             update_default_provider(full_provider.id, db_session)
         except Exception as e:
             logger.error(f"Failed to configure OpenAI provider: {e}")
@@ -349,3 +413,154 @@ async def delete_user_from_control_plane(tenant_id: str, email: str) -> None:
                 raise Exception(
                     f"Failed to delete tenant on control plane: {error_text}"
                 )
+
+
+def get_tenant_by_domain_from_control_plane(
+    domain: str,
+    tenant_id: str,
+) -> TenantByDomainResponse | None:
+    """
+    Fetches tenant information from the control plane based on the email domain.
+
+    Args:
+        domain: The email domain to search for (e.g., "example.com")
+
+    Returns:
+        A dictionary containing tenant information if found, None otherwise
+    """
+    token = generate_data_plane_token()
+    headers = {
+        "Authorization": f"Bearer {token}",
+        "Content-Type": "application/json",
+    }
+
+    try:
+        response = requests.get(
+            f"{CONTROL_PLANE_API_BASE_URL}/tenant-by-domain",
+            headers=headers,
+            json={"domain": domain, "tenant_id": tenant_id},
+        )
+
+        if response.status_code != 200:
+            logger.error(f"Control plane tenant lookup failed: {response.text}")
+            return None
+
+        response_data = response.json()
+        if not response_data:
+            return None
+
+        return TenantByDomainResponse(
+            tenant_id=response_data.get("tenant_id"),
+            number_of_users=response_data.get("number_of_users"),
+            creator_email=response_data.get("creator_email"),
+        )
+    except Exception as e:
+        logger.error(f"Error fetching tenant by domain: {str(e)}")
+        return None
+
+
+async def get_available_tenant() -> str | None:
+    """
+    Get an available pre-provisioned tenant from the NewAvailableTenant table.
+    Returns the tenant_id if one is available, None otherwise.
+    Uses row-level locking to prevent race conditions when multiple processes
+    try to get an available tenant simultaneously.
+    """
+    if not MULTI_TENANT:
+        return None
+
+    with get_session_with_shared_schema() as db_session:
+        try:
+            db_session.begin()
+
+            # Get the oldest available tenant with FOR UPDATE lock to prevent race conditions
+            available_tenant = (
+                db_session.query(AvailableTenant)
+                .order_by(AvailableTenant.date_created)
+                .with_for_update(skip_locked=True)  # Skip locked rows to avoid blocking
+                .first()
+            )
+
+            if available_tenant:
+                tenant_id = available_tenant.tenant_id
+                # Remove the tenant from the available tenants table
+                db_session.delete(available_tenant)
+                db_session.commit()
+                logger.info(f"Using pre-provisioned tenant {tenant_id}")
+                return tenant_id
+            else:
+                db_session.rollback()
+                return None
+        except Exception:
+            logger.exception("Error getting available tenant")
+            db_session.rollback()
+            return None
+
+
+async def setup_tenant(tenant_id: str) -> None:
+    """
+    Set up a tenant with all necessary configurations.
+    This is a centralized function that handles all tenant setup logic.
+    """
+    token = None
+    try:
+        token = CURRENT_TENANT_ID_CONTEXTVAR.set(tenant_id)
+
+        # Run Alembic migrations in a way that isolates it from the current event loop
+        # Create a new event loop for this synchronous operation
+        loop = asyncio.get_event_loop()
+        # Use run_in_executor which properly isolates the thread execution
+        await loop.run_in_executor(None, lambda: run_alembic_migrations(tenant_id))
+
+        # Configure the tenant with default settings
+        with get_session_with_tenant(tenant_id=tenant_id) as db_session:
+            # Configure default API keys
+            configure_default_api_keys(db_session)
+
+            # Set up Onyx with appropriate settings
+            current_search_settings = (
+                db_session.query(SearchSettings)
+                .filter_by(status=IndexModelStatus.FUTURE)
+                .first()
+            )
+            cohere_enabled = (
+                current_search_settings is not None
+                and current_search_settings.provider_type == EmbeddingProvider.COHERE
+            )
+            setup_onyx(db_session, tenant_id, cohere_enabled=cohere_enabled)
+
+    except Exception as e:
+        logger.exception(f"Failed to set up tenant {tenant_id}")
+        raise e
+    finally:
+        if token is not None:
+            CURRENT_TENANT_ID_CONTEXTVAR.reset(token)
+
+
+async def assign_tenant_to_user(
+    tenant_id: str, email: str, referral_source: str | None = None
+) -> None:
+    """
+    Assign a tenant to a user and perform necessary operations.
+    Uses transaction handling to ensure atomicity and includes retry logic
+    for control plane notifications.
+    """
+    # First, add the user to the tenant in a transaction
+
+    try:
+        add_users_to_tenant([email], tenant_id)
+
+        # Create milestone record in the same transaction context as the tenant assignment
+        with get_session_with_tenant(tenant_id=tenant_id) as db_session:
+            create_milestone_and_report(
+                user=None,
+                distinct_id=tenant_id,
+                event_type=MilestoneRecordType.TENANT_CREATED,
+                properties={
+                    "email": email,
+                },
+                db_session=db_session,
+            )
+    except Exception:
+        logger.exception(f"Failed to assign tenant {tenant_id} to user {email}")
+        raise Exception("Failed to assign tenant to user")

backend/ee/onyx/server/tenants/schema_management.py

@@ -74,3 +74,21 @@ def drop_schema(tenant_id: str) -> None:
             text("DROP SCHEMA IF EXISTS %(schema_name)s CASCADE"),
             {"schema_name": tenant_id},
         )
+
+
+def get_current_alembic_version(tenant_id: str) -> str:
+    """Get the current Alembic version for a tenant."""
+    from alembic.runtime.migration import MigrationContext
+    from sqlalchemy import text
+
+    engine = get_sqlalchemy_engine()
+
+    # Set the search path to the tenant's schema
+    with engine.connect() as connection:
+        connection.execute(text(f'SET search_path TO "{tenant_id}"'))
+
+        # Get the current version from the alembic_version table
+        context = MigrationContext.configure(connection)
+        current_rev = context.get_current_revision()
+
+    return current_rev or "head"

backend/ee/onyx/server/tenants/team_membership_api.py

@@ -0,0 +1,67 @@
+from fastapi import APIRouter
+from fastapi import Depends
+from fastapi import HTTPException
+from sqlalchemy.orm import Session
+
+from ee.onyx.server.tenants.provisioning import delete_user_from_control_plane
+from ee.onyx.server.tenants.user_mapping import remove_all_users_from_tenant
+from ee.onyx.server.tenants.user_mapping import remove_users_from_tenant
+from onyx.auth.users import current_admin_user
+from onyx.auth.users import User
+from onyx.db.auth import get_user_count
+from onyx.db.engine import get_session
+from onyx.db.users import delete_user_from_db
+from onyx.db.users import get_user_by_email
+from onyx.server.manage.models import UserByEmail
+from onyx.utils.logger import setup_logger
+from shared_configs.contextvars import get_current_tenant_id
+
+logger = setup_logger()
+
+router = APIRouter(prefix="/tenants")
+
+
+@router.post("/leave-team")
+async def leave_organization(
+    user_email: UserByEmail,
+    current_user: User | None = Depends(current_admin_user),
+    db_session: Session = Depends(get_session),
+) -> None:
+    tenant_id = get_current_tenant_id()
+
+    if current_user is None or current_user.email != user_email.user_email:
+        raise HTTPException(
+            status_code=403, detail="You can only leave the organization as yourself"
+        )
+
+    user_to_delete = get_user_by_email(user_email.user_email, db_session)
+    if user_to_delete is None:
+        raise HTTPException(status_code=404, detail="User not found")
+
+    num_admin_users = await get_user_count(only_admin_users=True)
+
+    should_delete_tenant = num_admin_users == 1
+
+    if should_delete_tenant:
+        logger.info(
+            "Last admin user is leaving the organization. Deleting tenant from control plane."
+        )
+        try:
+            await delete_user_from_control_plane(tenant_id, user_to_delete.email)
+            logger.debug("User deleted from control plane")
+        except Exception as e:
+            logger.exception(
+                f"Failed to delete user from control plane for tenant {tenant_id}: {e}"
+            )
+            raise HTTPException(
+                status_code=500,
+                detail=f"Failed to remove user from control plane: {str(e)}",
+            )
+
+    db_session.expunge(user_to_delete)
+    delete_user_from_db(user_to_delete, db_session)
+
+    if should_delete_tenant:
+        remove_all_users_from_tenant(tenant_id)
+    else:
+        remove_users_from_tenant([user_to_delete.email], tenant_id)

backend/ee/onyx/server/tenants/tenant_management_api.py

@@ -0,0 +1,39 @@
+from fastapi import APIRouter
+from fastapi import Depends
+
+from ee.onyx.server.tenants.models import TenantByDomainResponse
+from ee.onyx.server.tenants.provisioning import get_tenant_by_domain_from_control_plane
+from onyx.auth.users import current_user
+from onyx.auth.users import User
+from onyx.utils.logger import setup_logger
+from shared_configs.contextvars import get_current_tenant_id
+
+logger = setup_logger()
+
+router = APIRouter(prefix="/tenants")
+
+FORBIDDEN_COMMON_EMAIL_SUBSTRINGS = [
+    "gmail",
+    "outlook",
+    "yahoo",
+    "hotmail",
+    "icloud",
+    "msn",
+    "hotmail",
+    "hotmail.co.uk",
+]
+
+
+@router.get("/existing-team-by-domain")
+def get_existing_tenant_by_domain(
+    user: User | None = Depends(current_user),
+) -> TenantByDomainResponse | None:
+    if not user:
+        return None
+    domain = user.email.split("@")[1]
+    if any(substring in domain for substring in FORBIDDEN_COMMON_EMAIL_SUBSTRINGS):
+        return None
+
+    tenant_id = get_current_tenant_id()
+
+    return get_tenant_by_domain_from_control_plane(domain, tenant_id)

backend/ee/onyx/server/tenants/user_invitations_api.py

@@ -0,0 +1,90 @@
+from fastapi import APIRouter
+from fastapi import Depends
+from fastapi import HTTPException
+
+from ee.onyx.server.tenants.models import ApproveUserRequest
+from ee.onyx.server.tenants.models import PendingUserSnapshot
+from ee.onyx.server.tenants.models import RequestInviteRequest
+from ee.onyx.server.tenants.user_mapping import accept_user_invite
+from ee.onyx.server.tenants.user_mapping import approve_user_invite
+from ee.onyx.server.tenants.user_mapping import deny_user_invite
+from ee.onyx.server.tenants.user_mapping import invite_self_to_tenant
+from onyx.auth.invited_users import get_pending_users
+from onyx.auth.users import current_admin_user
+from onyx.auth.users import current_user
+from onyx.auth.users import User
+from onyx.utils.logger import setup_logger
+from shared_configs.contextvars import get_current_tenant_id
+
+logger = setup_logger()
+
+router = APIRouter(prefix="/tenants")
+
+
+@router.post("/users/invite/request")
+async def request_invite(
+    invite_request: RequestInviteRequest,
+    user: User | None = Depends(current_admin_user),
+) -> None:
+    if user is None:
+        raise HTTPException(status_code=401, detail="User not authenticated")
+    try:
+        invite_self_to_tenant(user.email, invite_request.tenant_id)
+    except Exception as e:
+        logger.exception(
+            f"Failed to invite self to tenant {invite_request.tenant_id}: {e}"
+        )
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/users/pending")
+def list_pending_users(
+    _: User | None = Depends(current_admin_user),
+) -> list[PendingUserSnapshot]:
+    pending_emails = get_pending_users()
+    return [PendingUserSnapshot(email=email) for email in pending_emails]
+
+
+@router.post("/users/invite/approve")
+async def approve_user(
+    approve_user_request: ApproveUserRequest,
+    _: User | None = Depends(current_admin_user),
+) -> None:
+    tenant_id = get_current_tenant_id()
+    approve_user_invite(approve_user_request.email, tenant_id)
+
+
+@router.post("/users/invite/accept")
+async def accept_invite(
+    invite_request: RequestInviteRequest,
+    user: User | None = Depends(current_user),
+) -> None:
+    """
+    Accept an invitation to join a tenant.
+    """
+    if not user:
+        raise HTTPException(status_code=401, detail="Not authenticated")
+
+    try:
+        accept_user_invite(user.email, invite_request.tenant_id)
+    except Exception as e:
+        logger.exception(f"Failed to accept invite: {str(e)}")
+        raise HTTPException(status_code=500, detail="Failed to accept invitation")
+
+
+@router.post("/users/invite/deny")
+async def deny_invite(
+    invite_request: RequestInviteRequest,
+    user: User | None = Depends(current_user),
+) -> None:
+    """
+    Deny an invitation to join a tenant.
+    """
+    if not user:
+        raise HTTPException(status_code=401, detail="Not authenticated")
+
+    try:
+        deny_user_invite(user.email, invite_request.tenant_id)
+    except Exception as e:
+        logger.exception(f"Failed to deny invite: {str(e)}")
+        raise HTTPException(status_code=500, detail="Failed to deny invitation")

backend/ee/onyx/server/tenants/user_mapping.py

@@ -1,27 +1,56 @@
-import logging
-
 from fastapi_users import exceptions
 from sqlalchemy import select
-from sqlalchemy.orm import Session
 
+from onyx.auth.invited_users import get_invited_users
+from onyx.auth.invited_users import get_pending_users
+from onyx.auth.invited_users import write_invited_users
+from onyx.auth.invited_users import write_pending_users
+from onyx.db.engine import get_session_with_shared_schema
 from onyx.db.engine import get_session_with_tenant
-from onyx.db.engine import get_sqlalchemy_engine
 from onyx.db.models import UserTenantMapping
+from onyx.server.manage.models import TenantSnapshot
+from onyx.setup import setup_logger
 from shared_configs.configs import MULTI_TENANT
 from shared_configs.configs import POSTGRES_DEFAULT_SCHEMA
+from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
 
-logger = logging.getLogger(__name__)
+logger = setup_logger()
 
 
 def get_tenant_id_for_email(email: str) -> str:
     if not MULTI_TENANT:
         return POSTGRES_DEFAULT_SCHEMA
     # Implement logic to get tenant_id from the mapping table
-    with Session(get_sqlalchemy_engine()) as db_session:
-        result = db_session.execute(
-            select(UserTenantMapping.tenant_id).where(UserTenantMapping.email == email)
-        )
-        tenant_id = result.scalar_one_or_none()
+    try:
+        with get_session_with_shared_schema() as db_session:
+            # First try to get an active tenant
+            result = db_session.execute(
+                select(UserTenantMapping).where(
+                    UserTenantMapping.email == email,
+                    UserTenantMapping.active == True,  # noqa: E712
+                )
+            )
+            mapping = result.scalar_one_or_none()
+            tenant_id = mapping.tenant_id if mapping else None
+
+            # If no active tenant found, try to get the first inactive one
+            if tenant_id is None:
+                result = db_session.execute(
+                    select(UserTenantMapping).where(
+                        UserTenantMapping.email == email,
+                        UserTenantMapping.active == False,  # noqa: E712
+                    )
+                )
+                mapping = result.scalar_one_or_none()
+                if mapping:
+                    # Mark this mapping as active
+                    mapping.active = True
+                    db_session.commit()
+                    tenant_id = mapping.tenant_id
+
+    except Exception as e:
+        logger.exception(f"Error getting tenant id for email {email}: {e}")
+        raise exceptions.UserNotExists()
     if tenant_id is None:
         raise exceptions.UserNotExists()
     return tenant_id
@@ -38,13 +67,56 @@ def user_owns_a_tenant(email: str) -> bool:
 
 
 def add_users_to_tenant(emails: list[str], tenant_id: str) -> None:
+    """
+    Add users to a tenant with proper transaction handling.
+    Checks if users already have a tenant mapping to avoid duplicates.
+    If a user already has an active mapping to any tenant, the new mapping will be added as inactive.
+    """
     with get_session_with_tenant(tenant_id=POSTGRES_DEFAULT_SCHEMA) as db_session:
         try:
+            # Start a transaction
+            db_session.begin()
+
             for email in emails:
-                db_session.add(UserTenantMapping(email=email, tenant_id=tenant_id))
+                # Check if the user already has a mapping to this tenant
+                existing_mapping = (
+                    db_session.query(UserTenantMapping)
+                    .filter(
+                        UserTenantMapping.email == email,
+                        UserTenantMapping.tenant_id == tenant_id,
+                    )
+                    .with_for_update()
+                    .first()
+                )
+
+                # If user already has an active mapping, add this one as inactive
+                if not existing_mapping:
+                    # Check if the user already has an active mapping to any tenant
+                    has_active_mapping = (
+                        db_session.query(UserTenantMapping)
+                        .filter(
+                            UserTenantMapping.email == email,
+                            UserTenantMapping.active == True,  # noqa: E712
+                        )
+                        .first()
+                    )
+
+                    db_session.add(
+                        UserTenantMapping(
+                            email=email,
+                            tenant_id=tenant_id,
+                            active=False if has_active_mapping else True,
+                        )
+                    )
+
+            # Commit the transaction
+            db_session.commit()
+            logger.info(f"Successfully added users {emails} to tenant {tenant_id}")
+
         except Exception:
             logger.exception(f"Failed to add users to tenant {tenant_id}")
-        db_session.commit()
+            db_session.rollback()
+            raise
 
 
 def remove_users_from_tenant(emails: list[str], tenant_id: str) -> None:
@@ -76,3 +148,187 @@ def remove_all_users_from_tenant(tenant_id: str) -> None:
             UserTenantMapping.tenant_id == tenant_id
         ).delete()
         db_session.commit()
+
+
+def invite_self_to_tenant(email: str, tenant_id: str) -> None:
+    token = CURRENT_TENANT_ID_CONTEXTVAR.set(tenant_id)
+    try:
+        pending_users = get_pending_users()
+        if email in pending_users:
+            return
+        write_pending_users(pending_users + [email])
+    finally:
+        CURRENT_TENANT_ID_CONTEXTVAR.reset(token)
+
+
+def approve_user_invite(email: str, tenant_id: str) -> None:
+    """
+    Approve a user invite to a tenant.
+    This will delete all existing records for this email and create a new mapping entry for the user in this tenant.
+    """
+    with get_session_with_shared_schema() as db_session:
+        # Delete all existing records for this email
+        db_session.query(UserTenantMapping).filter(
+            UserTenantMapping.email == email
+        ).delete()
+
+        # Create a new mapping entry for the user in this tenant
+        new_mapping = UserTenantMapping(email=email, tenant_id=tenant_id, active=True)
+        db_session.add(new_mapping)
+        db_session.commit()
+
+    # Also remove the user from pending users list
+    # Remove from pending users
+    pending_users = get_pending_users()
+    if email in pending_users:
+        pending_users.remove(email)
+        write_pending_users(pending_users)
+
+    # Add to invited users
+    invited_users = get_invited_users()
+    if email not in invited_users:
+        invited_users.append(email)
+        write_invited_users(invited_users)
+
+
+def accept_user_invite(email: str, tenant_id: str) -> None:
+    """
+    Accept an invitation to join a tenant.
+    This activates the user's mapping to the tenant.
+    """
+    with get_session_with_shared_schema() as db_session:
+        try:
+            # First check if there's an active mapping for this user and tenant
+            active_mapping = (
+                db_session.query(UserTenantMapping)
+                .filter(
+                    UserTenantMapping.email == email,
+                    UserTenantMapping.active == True,  # noqa: E712
+                )
+                .first()
+            )
+
+            # If an active mapping exists, delete it
+            if active_mapping:
+                db_session.delete(active_mapping)
+                logger.info(
+                    f"Deleted existing active mapping for user {email} in tenant {tenant_id}"
+                )
+
+            # Find the inactive mapping for this user and tenant
+            mapping = (
+                db_session.query(UserTenantMapping)
+                .filter(
+                    UserTenantMapping.email == email,
+                    UserTenantMapping.tenant_id == tenant_id,
+                    UserTenantMapping.active == False,  # noqa: E712
+                )
+                .first()
+            )
+
+            if mapping:
+                # Set all other mappings for this user to inactive
+                db_session.query(UserTenantMapping).filter(
+                    UserTenantMapping.email == email,
+                    UserTenantMapping.active == True,  # noqa: E712
+                ).update({"active": False})
+
+                # Activate this mapping
+                mapping.active = True
+                db_session.commit()
+                logger.info(f"User {email} accepted invitation to tenant {tenant_id}")
+            else:
+                logger.warning(
+                    f"No invitation found for user {email} in tenant {tenant_id}"
+                )
+
+        except Exception as e:
+            db_session.rollback()
+            logger.exception(
+                f"Failed to accept invitation for user {email} to tenant {tenant_id}: {str(e)}"
+            )
+            raise
+
+
+def deny_user_invite(email: str, tenant_id: str) -> None:
+    """
+    Deny an invitation to join a tenant.
+    This removes the user's mapping to the tenant.
+    """
+    with get_session_with_shared_schema() as db_session:
+        # Delete the mapping for this user and tenant
+        result = (
+            db_session.query(UserTenantMapping)
+            .filter(
+                UserTenantMapping.email == email,
+                UserTenantMapping.tenant_id == tenant_id,
+                UserTenantMapping.active == False,  # noqa: E712
+            )
+            .delete()
+        )
+
+        db_session.commit()
+        if result:
+            logger.info(f"User {email} denied invitation to tenant {tenant_id}")
+        else:
+            logger.warning(
+                f"No invitation found for user {email} in tenant {tenant_id}"
+            )
+    token = CURRENT_TENANT_ID_CONTEXTVAR.set(tenant_id)
+    try:
+        pending_users = get_invited_users()
+        if email in pending_users:
+            pending_users.remove(email)
+            write_invited_users(pending_users)
+    finally:
+        CURRENT_TENANT_ID_CONTEXTVAR.reset(token)
+
+
+def get_tenant_count(tenant_id: str) -> int:
+    """
+    Get the number of active users for this tenant
+    """
+    with get_session_with_shared_schema() as db_session:
+        # Count the number of active users for this tenant
+        user_count = (
+            db_session.query(UserTenantMapping)
+            .filter(
+                UserTenantMapping.tenant_id == tenant_id,
+                UserTenantMapping.active == True,  # noqa: E712
+            )
+            .count()
+        )
+
+        return user_count
+
+
+def get_tenant_invitation(email: str) -> TenantSnapshot | None:
+    """
+    Get the first tenant invitation for this user
+    """
+    with get_session_with_shared_schema() as db_session:
+        # Get the first tenant invitation for this user
+        invitation = (
+            db_session.query(UserTenantMapping)
+            .filter(
+                UserTenantMapping.email == email,
+                UserTenantMapping.active == False,  # noqa: E712
+            )
+            .first()
+        )
+
+        if invitation:
+            # Get the user count for this tenant
+            user_count = (
+                db_session.query(UserTenantMapping)
+                .filter(
+                    UserTenantMapping.tenant_id == invitation.tenant_id,
+                    UserTenantMapping.active == True,  # noqa: E712
+                )
+                .count()
+            )
+            return TenantSnapshot(
+                tenant_id=invitation.tenant_id, number_of_users=user_count
+            )
+
+        return None

backend/model_server/constants.py

@@ -3,6 +3,7 @@ from shared_configs.enums import EmbedTextType
 
 
 MODEL_WARM_UP_STRING = "hi " * 512
+INFORMATION_CONTENT_MODEL_WARM_UP_STRING = "hi " * 16
 DEFAULT_OPENAI_MODEL = "text-embedding-3-small"
 DEFAULT_COHERE_MODEL = "embed-english-light-v3.0"
 DEFAULT_VOYAGE_MODEL = "voyage-large-2-instruct"

backend/model_server/custom_models.py

@@ -1,11 +1,14 @@
+import numpy as np
 import torch
 import torch.nn.functional as F
 from fastapi import APIRouter
 from huggingface_hub import snapshot_download  # type: ignore
+from setfit import SetFitModel  # type: ignore[import]
 from transformers import AutoTokenizer  # type: ignore
 from transformers import BatchEncoding  # type: ignore
 from transformers import PreTrainedTokenizer  # type: ignore
 
+from model_server.constants import INFORMATION_CONTENT_MODEL_WARM_UP_STRING
 from model_server.constants import MODEL_WARM_UP_STRING
 from model_server.onyx_torch_model import ConnectorClassifier
 from model_server.onyx_torch_model import HybridClassifier
@@ -13,11 +16,22 @@ from model_server.utils import simple_log_function_time
 from onyx.utils.logger import setup_logger
 from shared_configs.configs import CONNECTOR_CLASSIFIER_MODEL_REPO
 from shared_configs.configs import CONNECTOR_CLASSIFIER_MODEL_TAG
+from shared_configs.configs import (
+    INDEXING_INFORMATION_CONTENT_CLASSIFICATION_CUTOFF_LENGTH,
+)
+from shared_configs.configs import INDEXING_INFORMATION_CONTENT_CLASSIFICATION_MAX
+from shared_configs.configs import INDEXING_INFORMATION_CONTENT_CLASSIFICATION_MIN
+from shared_configs.configs import (
+    INDEXING_INFORMATION_CONTENT_CLASSIFICATION_TEMPERATURE,
+)
 from shared_configs.configs import INDEXING_ONLY
+from shared_configs.configs import INFORMATION_CONTENT_MODEL_TAG
+from shared_configs.configs import INFORMATION_CONTENT_MODEL_VERSION
 from shared_configs.configs import INTENT_MODEL_TAG
 from shared_configs.configs import INTENT_MODEL_VERSION
 from shared_configs.model_server_models import ConnectorClassificationRequest
 from shared_configs.model_server_models import ConnectorClassificationResponse
+from shared_configs.model_server_models import ContentClassificationPrediction
 from shared_configs.model_server_models import IntentRequest
 from shared_configs.model_server_models import IntentResponse
 
@@ -31,6 +45,10 @@ _CONNECTOR_CLASSIFIER_MODEL: ConnectorClassifier | None = None
 _INTENT_TOKENIZER: AutoTokenizer | None = None
 _INTENT_MODEL: HybridClassifier | None = None
 
+_INFORMATION_CONTENT_MODEL: SetFitModel | None = None
+
+_INFORMATION_CONTENT_MODEL_PROMPT_PREFIX: str = ""  # spec to model version!
+
 
 def get_connector_classifier_tokenizer() -> AutoTokenizer:
     global _CONNECTOR_CLASSIFIER_TOKENIZER
@@ -85,7 +103,7 @@ def get_intent_model_tokenizer() -> AutoTokenizer:
 
 def get_local_intent_model(
     model_name_or_path: str = INTENT_MODEL_VERSION,
-    tag: str = INTENT_MODEL_TAG,
+    tag: str | None = INTENT_MODEL_TAG,
 ) -> HybridClassifier:
     global _INTENT_MODEL
     if _INTENT_MODEL is None:
@@ -102,7 +120,9 @@ def get_local_intent_model(
             try:
                 # Attempt to download the model snapshot
                 logger.notice(f"Downloading model snapshot for {model_name_or_path}")
-                local_path = snapshot_download(repo_id=model_name_or_path, revision=tag)
+                local_path = snapshot_download(
+                    repo_id=model_name_or_path, revision=tag, local_files_only=False
+                )
                 _INTENT_MODEL = HybridClassifier.from_pretrained(local_path)
             except Exception as e:
                 logger.error(
@@ -112,6 +132,44 @@ def get_local_intent_model(
     return _INTENT_MODEL
 
 
+def get_local_information_content_model(
+    model_name_or_path: str = INFORMATION_CONTENT_MODEL_VERSION,
+    tag: str | None = INFORMATION_CONTENT_MODEL_TAG,
+) -> SetFitModel:
+    global _INFORMATION_CONTENT_MODEL
+    if _INFORMATION_CONTENT_MODEL is None:
+        try:
+            # Calculate where the cache should be, then load from local if available
+            logger.notice(
+                f"Loading content information model from local cache: {model_name_or_path}"
+            )
+            local_path = snapshot_download(
+                repo_id=model_name_or_path, revision=tag, local_files_only=True
+            )
+            _INFORMATION_CONTENT_MODEL = SetFitModel.from_pretrained(local_path)
+            logger.notice(
+                f"Loaded content information model from local cache: {local_path}"
+            )
+        except Exception as e:
+            logger.warning(f"Failed to load content information model directly: {e}")
+            try:
+                # Attempt to download the model snapshot
+                logger.notice(
+                    f"Downloading content information model snapshot for {model_name_or_path}"
+                )
+                local_path = snapshot_download(
+                    repo_id=model_name_or_path, revision=tag, local_files_only=False
+                )
+                _INFORMATION_CONTENT_MODEL = SetFitModel.from_pretrained(local_path)
+            except Exception as e:
+                logger.error(
+                    f"Failed to load content information model even after attempted snapshot download: {e}"
+                )
+                raise
+
+    return _INFORMATION_CONTENT_MODEL
+
+
 def tokenize_connector_classification_query(
     connectors: list[str],
     query: str,
@@ -195,6 +253,13 @@ def warm_up_intent_model() -> None:
     )
 
 
+def warm_up_information_content_model() -> None:
+    logger.notice("Warming up Content Model")  # TODO: add version if needed
+
+    information_content_model = get_local_information_content_model()
+    information_content_model(INFORMATION_CONTENT_MODEL_WARM_UP_STRING)
+
+
 @simple_log_function_time()
 def run_inference(tokens: BatchEncoding) -> tuple[list[float], list[float]]:
     intent_model = get_local_intent_model()
@@ -218,6 +283,117 @@ def run_inference(tokens: BatchEncoding) -> tuple[list[float], list[float]]:
     return intent_probabilities.tolist(), token_positive_probs
 
 
+@simple_log_function_time()
+def run_content_classification_inference(
+    text_inputs: list[str],
+) -> list[ContentClassificationPrediction]:
+    """
+    Assign a score to the segments in question. The model stored in get_local_information_content_model()
+    creates the 'model score' based on its training, and the scores are then converted to a 0.0-1.0 scale.
+    In the code outside of the model/inference model servers that score will be converted into the actual
+    boost factor.
+    """
+
+    def _prob_to_score(prob: float) -> float:
+        """
+        Conversion of base score to 0.0 - 1.0 score. Note that the min/max values depend on the model!
+        """
+        _MIN_BASE_SCORE = 0.25
+        _MAX_BASE_SCORE = 0.75
+        if prob < _MIN_BASE_SCORE:
+            raw_score = 0.0
+        elif prob < _MAX_BASE_SCORE:
+            raw_score = (prob - _MIN_BASE_SCORE) / (_MAX_BASE_SCORE - _MIN_BASE_SCORE)
+        else:
+            raw_score = 1.0
+        return (
+            INDEXING_INFORMATION_CONTENT_CLASSIFICATION_MIN
+            + (
+                INDEXING_INFORMATION_CONTENT_CLASSIFICATION_MAX
+                - INDEXING_INFORMATION_CONTENT_CLASSIFICATION_MIN
+            )
+            * raw_score
+        )
+
+    _BATCH_SIZE = 32
+    content_model = get_local_information_content_model()
+
+    # Process inputs in batches
+    all_output_classes: list[int] = []
+    all_base_output_probabilities: list[float] = []
+
+    for i in range(0, len(text_inputs), _BATCH_SIZE):
+        batch = text_inputs[i : i + _BATCH_SIZE]
+        batch_with_prefix = []
+        batch_indices = []
+
+        # Pre-allocate results for this batch
+        batch_output_classes: list[np.ndarray] = [np.array(1)] * len(batch)
+        batch_probabilities: list[np.ndarray] = [np.array(1.0)] * len(batch)
+
+        # Pre-process batch to handle long input exceptions
+        for j, text in enumerate(batch):
+            if len(text) == 0:
+                # if no input, treat as non-informative from the model's perspective
+                batch_output_classes[j] = np.array(0)
+                batch_probabilities[j] = np.array(0.0)
+                logger.warning("Input for Content Information Model is empty")
+
+            elif (
+                len(text.split())
+                <= INDEXING_INFORMATION_CONTENT_CLASSIFICATION_CUTOFF_LENGTH
+            ):
+                # if input is short, use the model
+                batch_with_prefix.append(
+                    _INFORMATION_CONTENT_MODEL_PROMPT_PREFIX + text
+                )
+                batch_indices.append(j)
+            else:
+                # if longer than cutoff, treat as informative (stay with default), but issue warning
+                logger.warning("Input for Content Information Model too long")
+
+        if batch_with_prefix:  # Only run model if we have valid inputs
+            # Get predictions for the batch
+            model_output_classes = content_model(batch_with_prefix)
+            model_output_probabilities = content_model.predict_proba(batch_with_prefix)
+
+            # Place results in the correct positions
+            for idx, batch_idx in enumerate(batch_indices):
+                batch_output_classes[batch_idx] = model_output_classes[idx].numpy()
+                batch_probabilities[batch_idx] = model_output_probabilities[idx][
+                    1
+                ].numpy()  # x[1] is prob of the positive class
+
+        all_output_classes.extend([int(x) for x in batch_output_classes])
+        all_base_output_probabilities.extend([float(x) for x in batch_probabilities])
+
+    logits = [
+        np.log(p / (1 - p)) if p != 0.0 and p != 1.0 else (100 if p == 1.0 else -100)
+        for p in all_base_output_probabilities
+    ]
+    scaled_logits = [
+        logit / INDEXING_INFORMATION_CONTENT_CLASSIFICATION_TEMPERATURE
+        for logit in logits
+    ]
+    output_probabilities_with_temp = [
+        np.exp(scaled_logit) / (1 + np.exp(scaled_logit))
+        for scaled_logit in scaled_logits
+    ]
+
+    prediction_scores = [
+        _prob_to_score(p_temp) for p_temp in output_probabilities_with_temp
+    ]
+
+    content_classification_predictions = [
+        ContentClassificationPrediction(
+            predicted_label=predicted_label, content_boost_factor=output_score
+        )
+        for predicted_label, output_score in zip(all_output_classes, prediction_scores)
+    ]
+
+    return content_classification_predictions
+
+
 def map_keywords(
     input_ids: torch.Tensor, tokenizer: AutoTokenizer, is_keyword: list[bool]
 ) -> list[str]:
@@ -362,3 +538,10 @@ async def process_analysis_request(
 
     is_keyword, keywords = run_analysis(intent_request)
     return IntentResponse(is_keyword=is_keyword, keywords=keywords)
+
+
+@router.post("/content-classification")
+async def process_content_classification_request(
+    content_classification_requests: list[str],
+) -> list[ContentClassificationPrediction]:
+    return run_content_classification_inference(content_classification_requests)

backend/model_server/encoders.py

@@ -62,6 +62,60 @@ _OPENAI_MAX_INPUT_LEN = 2048
 # Cohere allows up to 96 embeddings in a single embedding calling
 _COHERE_MAX_INPUT_LEN = 96
 
+# Authentication error string constants
+_AUTH_ERROR_401 = "401"
+_AUTH_ERROR_UNAUTHORIZED = "unauthorized"
+_AUTH_ERROR_INVALID_API_KEY = "invalid api key"
+_AUTH_ERROR_PERMISSION = "permission"
+
+
+def is_authentication_error(error: Exception) -> bool:
+    """Check if an exception is related to authentication issues.
+
+    Args:
+        error: The exception to check
+
+    Returns:
+        bool: True if the error appears to be authentication-related
+    """
+    error_str = str(error).lower()
+    return (
+        _AUTH_ERROR_401 in error_str
+        or _AUTH_ERROR_UNAUTHORIZED in error_str
+        or _AUTH_ERROR_INVALID_API_KEY in error_str
+        or _AUTH_ERROR_PERMISSION in error_str
+    )
+
+
+def format_embedding_error(
+    error: Exception,
+    service_name: str,
+    model: str | None,
+    provider: EmbeddingProvider,
+    status_code: int | None = None,
+) -> str:
+    """
+    Format a standardized error string for embedding errors.
+    """
+    detail = f"Status {status_code}" if status_code else f"{type(error)}"
+
+    return (
+        f"{'HTTP error' if status_code else 'Exception'} embedding text with {service_name} - {detail}: "
+        f"Model: {model} "
+        f"Provider: {provider} "
+        f"Exception: {error}"
+    )
+
+
+# Custom exception for authentication errors
+class AuthenticationError(Exception):
+    """Raised when authentication fails with a provider."""
+
+    def __init__(self, provider: str, message: str = "API key is invalid or expired"):
+        self.provider = provider
+        self.message = message
+        super().__init__(f"{provider} authentication failed: {message}")
+
 
 class CloudEmbedding:
     def __init__(
@@ -92,31 +146,17 @@ class CloudEmbedding:
         )
 
         final_embeddings: list[Embedding] = []
-        try:
-            for text_batch in batch_list(texts, _OPENAI_MAX_INPUT_LEN):
-                response = await client.embeddings.create(
-                    input=text_batch,
-                    model=model,
-                    dimensions=reduced_dimension or openai.NOT_GIVEN,
-                )
-                final_embeddings.extend(
-                    [embedding.embedding for embedding in response.data]
-                )
-            return final_embeddings
-        except Exception as e:
-            error_string = (
-                f"Exception embedding text with OpenAI - {type(e)}: "
-                f"Model: {model} "
-                f"Provider: {self.provider} "
-                f"Exception: {e}"
+
+        for text_batch in batch_list(texts, _OPENAI_MAX_INPUT_LEN):
+            response = await client.embeddings.create(
+                input=text_batch,
+                model=model,
+                dimensions=reduced_dimension or openai.NOT_GIVEN,
             )
-            logger.error(error_string)
-
-            # only log text when it's not an authentication error.
-            if not isinstance(e, openai.AuthenticationError):
-                logger.debug(f"Exception texts: {texts}")
-
-            raise RuntimeError(error_string)
+            final_embeddings.extend(
+                [embedding.embedding for embedding in response.data]
+            )
+        return final_embeddings
 
     async def _embed_cohere(
         self, texts: list[str], model: str | None, embedding_type: str
@@ -155,7 +195,6 @@ class CloudEmbedding:
             input_type=embedding_type,
             truncation=True,
         )
-
         return response.embeddings
 
     async def _embed_azure(
@@ -239,22 +278,51 @@ class CloudEmbedding:
         deployment_name: str | None = None,
         reduced_dimension: int | None = None,
     ) -> list[Embedding]:
-        if self.provider == EmbeddingProvider.OPENAI:
-            return await self._embed_openai(texts, model_name, reduced_dimension)
-        elif self.provider == EmbeddingProvider.AZURE:
-            return await self._embed_azure(texts, f"azure/{deployment_name}")
-        elif self.provider == EmbeddingProvider.LITELLM:
-            return await self._embed_litellm_proxy(texts, model_name)
+        try:
+            if self.provider == EmbeddingProvider.OPENAI:
+                return await self._embed_openai(texts, model_name, reduced_dimension)
+            elif self.provider == EmbeddingProvider.AZURE:
+                return await self._embed_azure(texts, f"azure/{deployment_name}")
+            elif self.provider == EmbeddingProvider.LITELLM:
+                return await self._embed_litellm_proxy(texts, model_name)
 
-        embedding_type = EmbeddingModelTextType.get_type(self.provider, text_type)
-        if self.provider == EmbeddingProvider.COHERE:
-            return await self._embed_cohere(texts, model_name, embedding_type)
-        elif self.provider == EmbeddingProvider.VOYAGE:
-            return await self._embed_voyage(texts, model_name, embedding_type)
-        elif self.provider == EmbeddingProvider.GOOGLE:
-            return await self._embed_vertex(texts, model_name, embedding_type)
-        else:
-            raise ValueError(f"Unsupported provider: {self.provider}")
+            embedding_type = EmbeddingModelTextType.get_type(self.provider, text_type)
+            if self.provider == EmbeddingProvider.COHERE:
+                return await self._embed_cohere(texts, model_name, embedding_type)
+            elif self.provider == EmbeddingProvider.VOYAGE:
+                return await self._embed_voyage(texts, model_name, embedding_type)
+            elif self.provider == EmbeddingProvider.GOOGLE:
+                return await self._embed_vertex(texts, model_name, embedding_type)
+            else:
+                raise ValueError(f"Unsupported provider: {self.provider}")
+        except openai.AuthenticationError:
+            raise AuthenticationError(provider="OpenAI")
+        except httpx.HTTPStatusError as e:
+            if e.response.status_code == 401:
+                raise AuthenticationError(provider=str(self.provider))
+
+            error_string = format_embedding_error(
+                e,
+                str(self.provider),
+                model_name or deployment_name,
+                self.provider,
+                status_code=e.response.status_code,
+            )
+            logger.error(error_string)
+            logger.debug(f"Exception texts: {texts}")
+
+            raise RuntimeError(error_string)
+        except Exception as e:
+            if is_authentication_error(e):
+                raise AuthenticationError(provider=str(self.provider))
+
+            error_string = format_embedding_error(
+                e, str(self.provider), model_name or deployment_name, self.provider
+            )
+            logger.error(error_string)
+            logger.debug(f"Exception texts: {texts}")
+
+            raise RuntimeError(error_string)
 
     @staticmethod
     def create(
@@ -569,6 +637,13 @@ async def process_embed_request(
             gpu_type=gpu_type,
         )
         return EmbedResponse(embeddings=embeddings)
+    except AuthenticationError as e:
+        # Handle authentication errors consistently
+        logger.error(f"Authentication error: {e.provider}")
+        raise HTTPException(
+            status_code=401,
+            detail=f"Authentication failed: {e.message}",
+        )
     except RateLimitError as e:
         raise HTTPException(
             status_code=429,

backend/model_server/main.py

@@ -13,6 +13,7 @@ from sentry_sdk.integrations.starlette import StarletteIntegration
 from transformers import logging as transformer_logging  # type:ignore
 
 from model_server.custom_models import router as custom_models_router
+from model_server.custom_models import warm_up_information_content_model
 from model_server.custom_models import warm_up_intent_model
 from model_server.encoders import router as encoders_router
 from model_server.management_endpoints import router as management_router
@@ -64,19 +65,31 @@ async def lifespan(app: FastAPI) -> AsyncGenerator:
 
     app.state.gpu_type = gpu_type
 
-    if TEMP_HF_CACHE_PATH.is_dir():
-        logger.notice("Moving contents of temp_huggingface to huggingface cache.")
-        _move_files_recursively(TEMP_HF_CACHE_PATH, HF_CACHE_PATH)
-        shutil.rmtree(TEMP_HF_CACHE_PATH, ignore_errors=True)
-        logger.notice("Moved contents of temp_huggingface to huggingface cache.")
+    try:
+        if TEMP_HF_CACHE_PATH.is_dir():
+            logger.notice("Moving contents of temp_huggingface to huggingface cache.")
+            _move_files_recursively(TEMP_HF_CACHE_PATH, HF_CACHE_PATH)
+            shutil.rmtree(TEMP_HF_CACHE_PATH, ignore_errors=True)
+            logger.notice("Moved contents of temp_huggingface to huggingface cache.")
+    except Exception as e:
+        logger.warning(
+            f"Error moving contents of temp_huggingface to huggingface cache: {e}. "
+            "This is not a critical error and the model server will continue to run."
+        )
 
     torch.set_num_threads(max(MIN_THREADS_ML_MODELS, torch.get_num_threads()))
     logger.notice(f"Torch Threads: {torch.get_num_threads()}")
 
     if not INDEXING_ONLY:
+        logger.notice(
+            "The intent model should run on the model server. The information content model should not run here."
+        )
         warm_up_intent_model()
     else:
-        logger.notice("This model server should only run document indexing.")
+        logger.notice(
+            "The content information model should run on the indexing model server. The intent model should not run here."
+        )
+        warm_up_information_content_model()
 
     yield
 

backend/onyx/access/access.py

@@ -18,7 +18,7 @@ def _get_access_for_document(
         document_id=document_id,
     )
 
-    return DocumentAccess.build(
+    doc_access = DocumentAccess.build(
         user_emails=info[1] if info and info[1] else [],
         user_groups=[],
         external_user_emails=[],
@@ -26,6 +26,8 @@ def _get_access_for_document(
         is_public=info[2] if info else False,
     )
 
+    return doc_access
+
 
 def get_access_for_document(
     document_id: str,
@@ -38,12 +40,12 @@ def get_access_for_document(
 
 
 def get_null_document_access() -> DocumentAccess:
-    return DocumentAccess(
-        user_emails=set(),
-        user_groups=set(),
+    return DocumentAccess.build(
+        user_emails=[],
+        user_groups=[],
         is_public=False,
-        external_user_emails=set(),
-        external_user_group_ids=set(),
+        external_user_emails=[],
+        external_user_group_ids=[],
     )
 
 
@@ -55,19 +57,18 @@ def _get_access_for_documents(
         db_session=db_session,
         document_ids=document_ids,
     )
-    doc_access = {
-        document_id: DocumentAccess(
-            user_emails=set([email for email in user_emails if email]),
+    doc_access = {}
+    for document_id, user_emails, is_public in document_access_info:
+        doc_access[document_id] = DocumentAccess.build(
+            user_emails=[email for email in user_emails if email],
             # MIT version will wipe all groups and external groups on update
-            user_groups=set(),
+            user_groups=[],
             is_public=is_public,
-            external_user_emails=set(),
-            external_user_group_ids=set(),
+            external_user_emails=[],
+            external_user_group_ids=[],
         )
-        for document_id, user_emails, is_public in document_access_info
-    }
 
-    # Sometimes the document has not be indexed by the indexing job yet, in those cases
+    # Sometimes the document has not been indexed by the indexing job yet, in those cases
     # the document does not exist and so we use least permissive. Specifically the EE version
     # checks the MIT version permissions and creates a superset. This ensures that this flow
     # does not fail even if the Document has not yet been indexed.

backend/onyx/access/models.py

@@ -20,7 +20,7 @@ class ExternalAccess:
 class DocExternalAccess:
     """
     This is just a class to wrap the external access and the document ID
-    together. It's used for syncing document permissions to Redis.
+    together. It's used for syncing document permissions to Vespa.
     """
 
     external_access: ExternalAccess
@@ -56,34 +56,46 @@ class DocExternalAccess:
         )
 
 
-@dataclass(frozen=True)
+@dataclass(frozen=True, init=False)
 class DocumentAccess(ExternalAccess):
     # User emails for Onyx users, None indicates admin
     user_emails: set[str | None]
+
     # Names of user groups associated with this document
     user_groups: set[str]
 
-    def to_acl(self) -> set[str]:
-        return set(
-            [
-                prefix_user_email(user_email)
-                for user_email in self.user_emails
-                if user_email
-            ]
-            + [prefix_user_group(group_name) for group_name in self.user_groups]
-            + [
-                prefix_user_email(user_email)
-                for user_email in self.external_user_emails
-            ]
-            + [
-                # The group names are already prefixed by the source type
-                # This adds an additional prefix of "external_group:"
-                prefix_external_group(group_name)
-                for group_name in self.external_user_group_ids
-            ]
-            + ([PUBLIC_DOC_PAT] if self.is_public else [])
+    external_user_emails: set[str]
+    external_user_group_ids: set[str]
+    is_public: bool
+
+    def __init__(self) -> None:
+        raise TypeError(
+            "Use `DocumentAccess.build(...)` instead of creating an instance directly."
         )
 
+    def to_acl(self) -> set[str]:
+        # the acl's emitted by this function are prefixed by type
+        # to get the native objects, access the member variables directly
+
+        acl_set: set[str] = set()
+        for user_email in self.user_emails:
+            if user_email:
+                acl_set.add(prefix_user_email(user_email))
+
+        for group_name in self.user_groups:
+            acl_set.add(prefix_user_group(group_name))
+
+        for external_user_email in self.external_user_emails:
+            acl_set.add(prefix_user_email(external_user_email))
+
+        for external_group_id in self.external_user_group_ids:
+            acl_set.add(prefix_external_group(external_group_id))
+
+        if self.is_public:
+            acl_set.add(PUBLIC_DOC_PAT)
+
+        return acl_set
+
     @classmethod
     def build(
         cls,
@@ -93,29 +105,32 @@ class DocumentAccess(ExternalAccess):
         external_user_group_ids: list[str],
         is_public: bool,
     ) -> "DocumentAccess":
-        return cls(
-            external_user_emails={
-                prefix_user_email(external_email)
-                for external_email in external_user_emails
-            },
-            external_user_group_ids={
-                prefix_external_group(external_group_id)
-                for external_group_id in external_user_group_ids
-            },
-            user_emails={
-                prefix_user_email(user_email)
-                for user_email in user_emails
-                if user_email
-            },
-            user_groups=set(user_groups),
-            is_public=is_public,
+        """Don't prefix incoming data wth acl type, prefix on read from to_acl!"""
+
+        obj = object.__new__(cls)
+        object.__setattr__(
+            obj, "user_emails", {user_email for user_email in user_emails if user_email}
         )
+        object.__setattr__(obj, "user_groups", set(user_groups))
+        object.__setattr__(
+            obj,
+            "external_user_emails",
+            {external_email for external_email in external_user_emails},
+        )
+        object.__setattr__(
+            obj,
+            "external_user_group_ids",
+            {external_group_id for external_group_id in external_user_group_ids},
+        )
+        object.__setattr__(obj, "is_public", is_public)
+
+        return obj
 
 
-default_public_access = DocumentAccess(
-    external_user_emails=set(),
-    external_user_group_ids=set(),
-    user_emails=set(),
-    user_groups=set(),
+default_public_access = DocumentAccess.build(
+    external_user_emails=[],
+    external_user_group_ids=[],
+    user_emails=[],
+    user_groups=[],
     is_public=True,
 )

backend/onyx/agents/agent_search/basic/utils.py

@@ -7,7 +7,6 @@ from langgraph.types import StreamWriter
 
 from onyx.agents.agent_search.shared_graph_utils.utils import write_custom_event
 from onyx.chat.models import LlmDoc
-from onyx.chat.models import OnyxContext
 from onyx.chat.stream_processing.answer_response_handler import AnswerResponseHandler
 from onyx.chat.stream_processing.answer_response_handler import CitationResponseHandler
 from onyx.chat.stream_processing.answer_response_handler import (
@@ -24,7 +23,7 @@ def process_llm_stream(
     should_stream_answer: bool,
     writer: StreamWriter,
     final_search_results: list[LlmDoc] | None = None,
-    displayed_search_results: list[OnyxContext] | list[LlmDoc] | None = None,
+    displayed_search_results: list[LlmDoc] | None = None,
 ) -> AIMessageChunk:
     tool_call_chunk = AIMessageChunk(content="")
 

backend/onyx/agents/agent_search/deep_search/initial/generate_individual_sub_answer/nodes/check_sub_answer.py

@@ -31,6 +31,7 @@ from onyx.agents.agent_search.shared_graph_utils.utils import (
     get_langgraph_node_log_string,
 )
 from onyx.agents.agent_search.shared_graph_utils.utils import parse_question_id
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_VALIDATION
 from onyx.configs.agent_configs import AGENT_TIMEOUT_CONNECT_LLM_SUBANSWER_CHECK
 from onyx.configs.agent_configs import AGENT_TIMEOUT_LLM_SUBANSWER_CHECK
 from onyx.llm.chat_llm import LLMRateLimitError
@@ -92,6 +93,7 @@ def check_sub_answer(
             fast_llm.invoke,
             prompt=msg,
             timeout_override=AGENT_TIMEOUT_CONNECT_LLM_SUBANSWER_CHECK,
+            max_tokens=AGENT_MAX_TOKENS_VALIDATION,
         )
 
         quality_str: str = cast(str, response.content)

backend/onyx/agents/agent_search/deep_search/initial/generate_individual_sub_answer/nodes/generate_sub_answer.py

@@ -46,6 +46,7 @@ from onyx.chat.models import StreamStopInfo
 from onyx.chat.models import StreamStopReason
 from onyx.chat.models import StreamType
 from onyx.configs.agent_configs import AGENT_MAX_ANSWER_CONTEXT_DOCS
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_SUBANSWER_GENERATION
 from onyx.configs.agent_configs import AGENT_TIMEOUT_CONNECT_LLM_SUBANSWER_GENERATION
 from onyx.configs.agent_configs import AGENT_TIMEOUT_LLM_SUBANSWER_GENERATION
 from onyx.llm.chat_llm import LLMRateLimitError
@@ -119,6 +120,7 @@ def generate_sub_answer(
             for message in fast_llm.stream(
                 prompt=msg,
                 timeout_override=AGENT_TIMEOUT_CONNECT_LLM_SUBANSWER_GENERATION,
+                max_tokens=AGENT_MAX_TOKENS_SUBANSWER_GENERATION,
             ):
                 # TODO: in principle, the answer here COULD contain images, but we don't support that yet
                 content = message.content

backend/onyx/agents/agent_search/deep_search/initial/generate_initial_answer/nodes/generate_initial_answer.py

@@ -43,6 +43,7 @@ from onyx.agents.agent_search.shared_graph_utils.models import LLMNodeErrorStrin
 from onyx.agents.agent_search.shared_graph_utils.operators import (
     dedup_inference_section_list,
 )
+from onyx.agents.agent_search.shared_graph_utils.utils import _should_restrict_tokens
 from onyx.agents.agent_search.shared_graph_utils.utils import (
     dispatch_main_answer_stop_info,
 )
@@ -62,6 +63,7 @@ from onyx.chat.models import StreamingError
 from onyx.configs.agent_configs import AGENT_ANSWER_GENERATION_BY_FAST_LLM
 from onyx.configs.agent_configs import AGENT_MAX_ANSWER_CONTEXT_DOCS
 from onyx.configs.agent_configs import AGENT_MAX_STREAMED_DOCS_FOR_INITIAL_ANSWER
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_ANSWER_GENERATION
 from onyx.configs.agent_configs import AGENT_MIN_ORIG_QUESTION_DOCS
 from onyx.configs.agent_configs import (
     AGENT_TIMEOUT_CONNECT_LLM_INITIAL_ANSWER_GENERATION,
@@ -153,8 +155,8 @@ def generate_initial_answer(
     )
     for tool_response in yield_search_responses(
         query=question,
-        reranked_sections=answer_generation_documents.streaming_documents,
-        final_context_sections=answer_generation_documents.context_documents,
+        get_retrieved_sections=lambda: answer_generation_documents.context_documents,
+        get_final_context_sections=lambda: answer_generation_documents.context_documents,
         search_query_info=query_info,
         get_section_relevance=lambda: relevance_list,
         search_tool=graph_config.tooling.search_tool,
@@ -278,6 +280,9 @@ def generate_initial_answer(
             for message in model.stream(
                 msg,
                 timeout_override=AGENT_TIMEOUT_CONNECT_LLM_INITIAL_ANSWER_GENERATION,
+                max_tokens=AGENT_MAX_TOKENS_ANSWER_GENERATION
+                if _should_restrict_tokens(model.config)
+                else None,
             ):
                 # TODO: in principle, the answer here COULD contain images, but we don't support that yet
                 content = message.content

backend/onyx/agents/agent_search/deep_search/initial/generate_sub_answers/nodes/decompose_orig_question.py

@@ -34,6 +34,7 @@ from onyx.chat.models import StreamStopInfo
 from onyx.chat.models import StreamStopReason
 from onyx.chat.models import StreamType
 from onyx.chat.models import SubQuestionPiece
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_SUBQUESTION_GENERATION
 from onyx.configs.agent_configs import AGENT_NUM_DOCS_FOR_DECOMPOSITION
 from onyx.configs.agent_configs import (
     AGENT_TIMEOUT_CONNECT_LLM_SUBQUESTION_GENERATION,
@@ -141,6 +142,7 @@ def decompose_orig_question(
             model.stream(
                 msg,
                 timeout_override=AGENT_TIMEOUT_CONNECT_LLM_SUBQUESTION_GENERATION,
+                max_tokens=AGENT_MAX_TOKENS_SUBQUESTION_GENERATION,
             ),
             dispatch_subquestion(0, writer),
             sep_callback=dispatch_subquestion_sep(0, writer),

backend/onyx/agents/agent_search/deep_search/main/nodes/compare_answers.py

@@ -33,6 +33,7 @@ from onyx.agents.agent_search.shared_graph_utils.utils import (
 )
 from onyx.agents.agent_search.shared_graph_utils.utils import write_custom_event
 from onyx.chat.models import RefinedAnswerImprovement
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_VALIDATION
 from onyx.configs.agent_configs import AGENT_TIMEOUT_CONNECT_LLM_COMPARE_ANSWERS
 from onyx.configs.agent_configs import AGENT_TIMEOUT_LLM_COMPARE_ANSWERS
 from onyx.llm.chat_llm import LLMRateLimitError
@@ -112,6 +113,7 @@ def compare_answers(
             model.invoke,
             prompt=msg,
             timeout_override=AGENT_TIMEOUT_CONNECT_LLM_COMPARE_ANSWERS,
+            max_tokens=AGENT_MAX_TOKENS_VALIDATION,
         )
 
     except (LLMTimeoutError, TimeoutError):

backend/onyx/agents/agent_search/deep_search/main/nodes/create_refined_sub_questions.py

@@ -43,6 +43,7 @@ from onyx.agents.agent_search.shared_graph_utils.utils import (
 from onyx.agents.agent_search.shared_graph_utils.utils import make_question_id
 from onyx.agents.agent_search.shared_graph_utils.utils import write_custom_event
 from onyx.chat.models import StreamingError
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_SUBQUESTION_GENERATION
 from onyx.configs.agent_configs import (
     AGENT_TIMEOUT_CONNECT_LLM_REFINED_SUBQUESTION_GENERATION,
 )
@@ -144,6 +145,7 @@ def create_refined_sub_questions(
             model.stream(
                 msg,
                 timeout_override=AGENT_TIMEOUT_CONNECT_LLM_REFINED_SUBQUESTION_GENERATION,
+                max_tokens=AGENT_MAX_TOKENS_SUBQUESTION_GENERATION,
             ),
             dispatch_subquestion(1, writer),
             sep_callback=dispatch_subquestion_sep(1, writer),

backend/onyx/agents/agent_search/deep_search/main/nodes/decide_refinement_need.py

@@ -50,13 +50,7 @@ def decide_refinement_need(
         )
     ]
 
-    if graph_config.behavior.allow_refinement:
-        return RequireRefinemenEvalUpdate(
-            require_refined_answer_eval=decision,
-            log_messages=log_messages,
-        )
-    else:
-        return RequireRefinemenEvalUpdate(
-            require_refined_answer_eval=False,
-            log_messages=log_messages,
-        )
+    return RequireRefinemenEvalUpdate(
+        require_refined_answer_eval=graph_config.behavior.allow_refinement and decision,
+        log_messages=log_messages,
+    )

backend/onyx/agents/agent_search/deep_search/main/nodes/extract_entities_terms.py

@@ -21,6 +21,7 @@ from onyx.agents.agent_search.shared_graph_utils.utils import format_docs
 from onyx.agents.agent_search.shared_graph_utils.utils import (
     get_langgraph_node_log_string,
 )
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_ENTITY_TERM_EXTRACTION
 from onyx.configs.agent_configs import (
     AGENT_TIMEOUT_CONNECT_LLM_ENTITY_TERM_EXTRACTION,
 )
@@ -96,6 +97,7 @@ def extract_entities_terms(
             fast_llm.invoke,
             prompt=msg,
             timeout_override=AGENT_TIMEOUT_CONNECT_LLM_ENTITY_TERM_EXTRACTION,
+            max_tokens=AGENT_MAX_TOKENS_ENTITY_TERM_EXTRACTION,
         )
 
         cleaned_response = (

backend/onyx/agents/agent_search/deep_search/main/nodes/generate_validate_refined_answer.py

@@ -46,6 +46,7 @@ from onyx.agents.agent_search.shared_graph_utils.models import RefinedAgentStats
 from onyx.agents.agent_search.shared_graph_utils.operators import (
     dedup_inference_section_list,
 )
+from onyx.agents.agent_search.shared_graph_utils.utils import _should_restrict_tokens
 from onyx.agents.agent_search.shared_graph_utils.utils import (
     dispatch_main_answer_stop_info,
 )
@@ -68,6 +69,8 @@ from onyx.chat.models import StreamingError
 from onyx.configs.agent_configs import AGENT_ANSWER_GENERATION_BY_FAST_LLM
 from onyx.configs.agent_configs import AGENT_MAX_ANSWER_CONTEXT_DOCS
 from onyx.configs.agent_configs import AGENT_MAX_STREAMED_DOCS_FOR_REFINED_ANSWER
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_ANSWER_GENERATION
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_VALIDATION
 from onyx.configs.agent_configs import AGENT_MIN_ORIG_QUESTION_DOCS
 from onyx.configs.agent_configs import (
     AGENT_TIMEOUT_CONNECT_LLM_REFINED_ANSWER_GENERATION,
@@ -179,8 +182,8 @@ def generate_validate_refined_answer(
     )
     for tool_response in yield_search_responses(
         query=question,
-        reranked_sections=answer_generation_documents.streaming_documents,
-        final_context_sections=answer_generation_documents.context_documents,
+        get_retrieved_sections=lambda: answer_generation_documents.context_documents,
+        get_final_context_sections=lambda: answer_generation_documents.context_documents,
         search_query_info=query_info,
         get_section_relevance=lambda: relevance_list,
         search_tool=graph_config.tooling.search_tool,
@@ -302,7 +305,11 @@ def generate_validate_refined_answer(
 
     def stream_refined_answer() -> list[str]:
         for message in model.stream(
-            msg, timeout_override=AGENT_TIMEOUT_CONNECT_LLM_REFINED_ANSWER_GENERATION
+            msg,
+            timeout_override=AGENT_TIMEOUT_CONNECT_LLM_REFINED_ANSWER_GENERATION,
+            max_tokens=AGENT_MAX_TOKENS_ANSWER_GENERATION
+            if _should_restrict_tokens(model.config)
+            else None,
         ):
             # TODO: in principle, the answer here COULD contain images, but we don't support that yet
             content = message.content
@@ -409,6 +416,7 @@ def generate_validate_refined_answer(
             validation_model.invoke,
             prompt=msg,
             timeout_override=AGENT_TIMEOUT_CONNECT_LLM_REFINED_ANSWER_VALIDATION,
+            max_tokens=AGENT_MAX_TOKENS_VALIDATION,
         )
         refined_answer_quality = binary_string_test_after_answer_separator(
             text=cast(str, validation_response.content),

backend/onyx/agents/agent_search/deep_search/main/operations.py

@@ -13,7 +13,6 @@ from onyx.chat.models import StreamStopInfo
 from onyx.chat.models import StreamStopReason
 from onyx.chat.models import StreamType
 from onyx.chat.models import SubQuestionPiece
-from onyx.context.search.models import IndexFilters
 from onyx.tools.models import SearchQueryInfo
 from onyx.utils.logger import setup_logger
 
@@ -144,8 +143,6 @@ def get_query_info(results: list[QueryRetrievalResult]) -> SearchQueryInfo:
         if result.query_info is not None:
             query_info = result.query_info
             break
-    return query_info or SearchQueryInfo(
-        predicted_search=None,
-        final_filters=IndexFilters(access_control_list=None),
-        recency_bias_multiplier=1.0,
-    )
+
+    assert query_info is not None, "must have query info"
+    return query_info

backend/onyx/agents/agent_search/deep_search/shared/expanded_retrieval/nodes/expand_queries.py

@@ -33,6 +33,7 @@ from onyx.agents.agent_search.shared_graph_utils.utils import (
     get_langgraph_node_log_string,
 )
 from onyx.agents.agent_search.shared_graph_utils.utils import parse_question_id
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_SUBQUERY_GENERATION
 from onyx.configs.agent_configs import (
     AGENT_TIMEOUT_CONNECT_LLM_QUERY_REWRITING_GENERATION,
 )
@@ -96,6 +97,7 @@ def expand_queries(
             model.stream(
                 prompt=msg,
                 timeout_override=AGENT_TIMEOUT_CONNECT_LLM_QUERY_REWRITING_GENERATION,
+                max_tokens=AGENT_MAX_TOKENS_SUBQUERY_GENERATION,
             ),
             dispatch_subquery(level, question_num, writer),
         )

backend/onyx/agents/agent_search/deep_search/shared/expanded_retrieval/nodes/format_results.py

@@ -56,8 +56,8 @@ def format_results(
         relevance_list = relevance_from_docs(reranked_documents)
         for tool_response in yield_search_responses(
             query=state.question,
-            reranked_sections=state.retrieved_documents,
-            final_context_sections=reranked_documents,
+            get_retrieved_sections=lambda: reranked_documents,
+            get_final_context_sections=lambda: reranked_documents,
             search_query_info=query_info,
             get_section_relevance=lambda: relevance_list,
             search_tool=graph_config.tooling.search_tool,

backend/onyx/agents/agent_search/deep_search/shared/expanded_retrieval/nodes/retrieve_documents.py

@@ -91,7 +91,7 @@ def retrieve_documents(
     retrieved_docs = retrieved_docs[:AGENT_MAX_QUERY_RETRIEVAL_RESULTS]
 
     if AGENT_RETRIEVAL_STATS:
-        pre_rerank_docs = callback_container[0]
+        pre_rerank_docs = callback_container[0] if callback_container else []
         fit_scores = get_fit_scores(
             pre_rerank_docs,
             retrieved_docs,

backend/onyx/agents/agent_search/deep_search/shared/expanded_retrieval/nodes/verify_documents.py

@@ -25,6 +25,7 @@ from onyx.agents.agent_search.shared_graph_utils.models import LLMNodeErrorStrin
 from onyx.agents.agent_search.shared_graph_utils.utils import (
     get_langgraph_node_log_string,
 )
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_VALIDATION
 from onyx.configs.agent_configs import AGENT_TIMEOUT_CONNECT_LLM_DOCUMENT_VERIFICATION
 from onyx.configs.agent_configs import AGENT_TIMEOUT_LLM_DOCUMENT_VERIFICATION
 from onyx.llm.chat_llm import LLMRateLimitError
@@ -93,6 +94,7 @@ def verify_documents(
             fast_llm.invoke,
             prompt=msg,
             timeout_override=AGENT_TIMEOUT_CONNECT_LLM_DOCUMENT_VERIFICATION,
+            max_tokens=AGENT_MAX_TOKENS_VALIDATION,
         )
 
         assert isinstance(response.content, str)

backend/onyx/agents/agent_search/orchestration/nodes/call_tool.py

@@ -44,7 +44,9 @@ def call_tool(
     tool = tool_choice.tool
     tool_args = tool_choice.tool_args
     tool_id = tool_choice.id
-    tool_runner = ToolRunner(tool, tool_args)
+    tool_runner = ToolRunner(
+        tool, tool_args, override_kwargs=tool_choice.search_tool_override_kwargs
+    )
     tool_kickoff = tool_runner.kickoff()
 
     emit_packet(tool_kickoff, writer)

backend/onyx/agents/agent_search/orchestration/nodes/choose_tool.py

@@ -15,8 +15,17 @@ from onyx.chat.tool_handling.tool_response_handler import get_tool_by_name
 from onyx.chat.tool_handling.tool_response_handler import (
     get_tool_call_for_non_tool_calling_llm_impl,
 )
+from onyx.context.search.preprocessing.preprocessing import query_analysis
+from onyx.context.search.retrieval.search_runner import get_query_embedding
+from onyx.tools.models import SearchToolOverrideKwargs
 from onyx.tools.tool import Tool
+from onyx.tools.tool_implementations.search.search_tool import SearchTool
 from onyx.utils.logger import setup_logger
+from onyx.utils.threadpool_concurrency import run_in_background
+from onyx.utils.threadpool_concurrency import TimeoutThread
+from onyx.utils.threadpool_concurrency import wait_on_background
+from onyx.utils.timing import log_function_time
+from shared_configs.model_server_models import Embedding
 
 logger = setup_logger()
 
@@ -25,6 +34,7 @@ logger = setup_logger()
 # and a function that handles extracting the necessary fields
 # from the state and config
 # TODO: fan-out to multiple tool call nodes? Make this configurable?
+@log_function_time(print_only=True)
 def choose_tool(
     state: ToolChoiceState,
     config: RunnableConfig,
@@ -37,6 +47,31 @@ def choose_tool(
     should_stream_answer = state.should_stream_answer
 
     agent_config = cast(GraphConfig, config["metadata"]["config"])
+
+    force_use_tool = agent_config.tooling.force_use_tool
+
+    embedding_thread: TimeoutThread[Embedding] | None = None
+    keyword_thread: TimeoutThread[tuple[bool, list[str]]] | None = None
+    override_kwargs: SearchToolOverrideKwargs | None = None
+    if (
+        not agent_config.behavior.use_agentic_search
+        and agent_config.tooling.search_tool is not None
+        and (
+            not force_use_tool.force_use or force_use_tool.tool_name == SearchTool.name
+        )
+    ):
+        override_kwargs = SearchToolOverrideKwargs()
+        # Run in a background thread to avoid blocking the main thread
+        embedding_thread = run_in_background(
+            get_query_embedding,
+            agent_config.inputs.search_request.query,
+            agent_config.persistence.db_session,
+        )
+        keyword_thread = run_in_background(
+            query_analysis,
+            agent_config.inputs.search_request.query,
+        )
+
     using_tool_calling_llm = agent_config.tooling.using_tool_calling_llm
     prompt_builder = state.prompt_snapshot or agent_config.inputs.prompt_builder
 
@@ -47,7 +82,6 @@ def choose_tool(
     tools = [
         tool for tool in (agent_config.tooling.tools or []) if tool.name in state.tools
     ]
-    force_use_tool = agent_config.tooling.force_use_tool
 
     tool, tool_args = None, None
     if force_use_tool.force_use and force_use_tool.args is not None:
@@ -71,11 +105,22 @@ def choose_tool(
     # If we have a tool and tool args, we are ready to request a tool call.
     # This only happens if the tool call was forced or we are using a non-tool calling LLM.
     if tool and tool_args:
+        if embedding_thread and tool.name == SearchTool._NAME:
+            # Wait for the embedding thread to finish
+            embedding = wait_on_background(embedding_thread)
+            assert override_kwargs is not None, "must have override kwargs"
+            override_kwargs.precomputed_query_embedding = embedding
+        if keyword_thread and tool.name == SearchTool._NAME:
+            is_keyword, keywords = wait_on_background(keyword_thread)
+            assert override_kwargs is not None, "must have override kwargs"
+            override_kwargs.precomputed_is_keyword = is_keyword
+            override_kwargs.precomputed_keywords = keywords
         return ToolChoiceUpdate(
             tool_choice=ToolChoice(
                 tool=tool,
                 tool_args=tool_args,
                 id=str(uuid4()),
+                search_tool_override_kwargs=override_kwargs,
             ),
         )
 
@@ -153,10 +198,22 @@ def choose_tool(
     logger.debug(f"Selected tool: {selected_tool.name}")
     logger.debug(f"Selected tool call request: {selected_tool_call_request}")
 
+    if embedding_thread and selected_tool.name == SearchTool._NAME:
+        # Wait for the embedding thread to finish
+        embedding = wait_on_background(embedding_thread)
+        assert override_kwargs is not None, "must have override kwargs"
+        override_kwargs.precomputed_query_embedding = embedding
+    if keyword_thread and selected_tool.name == SearchTool._NAME:
+        is_keyword, keywords = wait_on_background(keyword_thread)
+        assert override_kwargs is not None, "must have override kwargs"
+        override_kwargs.precomputed_is_keyword = is_keyword
+        override_kwargs.precomputed_keywords = keywords
+
     return ToolChoiceUpdate(
         tool_choice=ToolChoice(
             tool=selected_tool,
             tool_args=selected_tool_call_request["args"],
             id=selected_tool_call_request["id"],
+            search_tool_override_kwargs=override_kwargs,
         ),
     )

backend/onyx/agents/agent_search/orchestration/nodes/use_tool_response.py

@@ -9,18 +9,21 @@ from onyx.agents.agent_search.basic.states import BasicState
 from onyx.agents.agent_search.basic.utils import process_llm_stream
 from onyx.agents.agent_search.models import GraphConfig
 from onyx.chat.models import LlmDoc
-from onyx.chat.models import OnyxContexts
 from onyx.tools.tool_implementations.search.search_tool import (
-    SEARCH_DOC_CONTENT_ID,
+    SEARCH_RESPONSE_SUMMARY_ID,
 )
+from onyx.tools.tool_implementations.search.search_tool import SearchResponseSummary
+from onyx.tools.tool_implementations.search.search_utils import section_to_llm_doc
 from onyx.tools.tool_implementations.search_like_tool_utils import (
     FINAL_CONTEXT_DOCUMENTS_ID,
 )
 from onyx.utils.logger import setup_logger
+from onyx.utils.timing import log_function_time
 
 logger = setup_logger()
 
 
+@log_function_time(print_only=True)
 def basic_use_tool_response(
     state: BasicState, config: RunnableConfig, writer: StreamWriter = lambda _: None
 ) -> BasicOutput:
@@ -50,11 +53,11 @@ def basic_use_tool_response(
     for yield_item in tool_call_responses:
         if yield_item.id == FINAL_CONTEXT_DOCUMENTS_ID:
             final_search_results = cast(list[LlmDoc], yield_item.response)
-        elif yield_item.id == SEARCH_DOC_CONTENT_ID:
-            search_contexts = cast(OnyxContexts, yield_item.response).contexts
-            for doc in search_contexts:
-                if doc.document_id not in initial_search_results:
-                    initial_search_results.append(doc)
+        elif yield_item.id == SEARCH_RESPONSE_SUMMARY_ID:
+            search_response_summary = cast(SearchResponseSummary, yield_item.response)
+            for section in search_response_summary.top_sections:
+                if section.center_chunk.document_id not in initial_search_results:
+                    initial_search_results.append(section_to_llm_doc(section))
 
     new_tool_call_chunk = AIMessageChunk(content="")
     if not agent_config.behavior.skip_gen_ai_answer_generation:

backend/onyx/agents/agent_search/orchestration/states.py

@@ -2,6 +2,7 @@ from pydantic import BaseModel
 
 from onyx.chat.prompt_builder.answer_prompt_builder import PromptSnapshot
 from onyx.tools.message import ToolCallSummary
+from onyx.tools.models import SearchToolOverrideKwargs
 from onyx.tools.models import ToolCallFinalResult
 from onyx.tools.models import ToolCallKickoff
 from onyx.tools.models import ToolResponse
@@ -35,6 +36,7 @@ class ToolChoice(BaseModel):
     tool: Tool
     tool_args: dict
     id: str | None
+    search_tool_override_kwargs: SearchToolOverrideKwargs | None = None
 
     class Config:
         arbitrary_types_allowed = True

backend/onyx/agents/agent_search/shared_graph_utils/constants.py

@@ -13,6 +13,11 @@ AGENT_NEGATIVE_VALUE_STR = "no"
 AGENT_ANSWER_SEPARATOR = "Answer:"
 
 
+EMBEDDING_KEY = "embedding"
+IS_KEYWORD_KEY = "is_keyword"
+KEYWORDS_KEY = "keywords"
+
+
 class AgentLLMErrorType(str, Enum):
     TIMEOUT = "timeout"
     RATE_LIMIT = "rate_limit"

backend/onyx/agents/agent_search/shared_graph_utils/utils.py

@@ -42,6 +42,7 @@ from onyx.chat.models import StreamStopInfo
 from onyx.chat.models import StreamStopReason
 from onyx.chat.models import StreamType
 from onyx.chat.prompt_builder.answer_prompt_builder import AnswerPromptBuilder
+from onyx.configs.agent_configs import AGENT_MAX_TOKENS_HISTORY_SUMMARY
 from onyx.configs.agent_configs import (
     AGENT_TIMEOUT_CONNECT_LLM_HISTORY_SUMMARY_GENERATION,
 )
@@ -61,6 +62,7 @@ from onyx.db.persona import Persona
 from onyx.llm.chat_llm import LLMRateLimitError
 from onyx.llm.chat_llm import LLMTimeoutError
 from onyx.llm.interfaces import LLM
+from onyx.llm.interfaces import LLMConfig
 from onyx.prompts.agent_search import (
     ASSISTANT_SYSTEM_PROMPT_DEFAULT,
 )
@@ -319,8 +321,10 @@ def dispatch_separated(
     sep: str = DISPATCH_SEP_CHAR,
 ) -> list[BaseMessage_Content]:
     num = 1
+    accumulated_tokens = ""
     streamed_tokens: list[BaseMessage_Content] = []
     for token in tokens:
+        accumulated_tokens += cast(str, token.content)
         content = cast(str, token.content)
         if sep in content:
             sub_question_parts = content.split(sep)
@@ -402,6 +406,7 @@ def summarize_history(
             llm.invoke,
             history_context_prompt,
             timeout_override=AGENT_TIMEOUT_CONNECT_LLM_HISTORY_SUMMARY_GENERATION,
+            max_tokens=AGENT_MAX_TOKENS_HISTORY_SUMMARY,
         )
     except (LLMTimeoutError, TimeoutError):
         logger.error("LLM Timeout Error - summarize history")
@@ -505,3 +510,9 @@ def get_deduplicated_structured_subquestion_documents(
         cited_documents=dedup_inference_section_list(cited_docs),
         context_documents=dedup_inference_section_list(context_docs),
     )
+
+
+def _should_restrict_tokens(llm_config: LLMConfig) -> bool:
+    return not (
+        llm_config.model_provider == "openai" and llm_config.model_name.startswith("o")
+    )

backend/onyx/auth/email_utils.py

@@ -1,5 +1,6 @@
 import smtplib
 from datetime import datetime
+from email.mime.image import MIMEImage
 from email.mime.multipart import MIMEMultipart
 from email.mime.text import MIMEText
 from email.utils import formatdate
@@ -13,10 +14,16 @@ from onyx.configs.app_configs import SMTP_SERVER
 from onyx.configs.app_configs import SMTP_USER
 from onyx.configs.app_configs import WEB_DOMAIN
 from onyx.configs.constants import AuthType
-from onyx.configs.constants import TENANT_ID_COOKIE_NAME
+from onyx.configs.constants import ONYX_DEFAULT_APPLICATION_NAME
+from onyx.configs.constants import ONYX_SLACK_URL
 from onyx.db.models import User
+from onyx.server.runtime.onyx_runtime import OnyxRuntime
+from onyx.utils.file import FileWithMimeType
+from onyx.utils.url import add_url_params
+from onyx.utils.variable_functionality import fetch_versioned_implementation
 from shared_configs.configs import MULTI_TENANT
 
+
 HTML_EMAIL_TEMPLATE = """\
 <!DOCTYPE html>
 <html lang="en">
@@ -56,6 +63,11 @@ HTML_EMAIL_TEMPLATE = """\
     }}
     .header img {{
       max-width: 140px;
+      width: 140px;
+      height: auto;
+      filter: brightness(1.1) contrast(1.2);
+      border-radius: 8px;
+      padding: 5px;
     }}
     .body-content {{
       padding: 20px 30px;
@@ -72,12 +84,16 @@ HTML_EMAIL_TEMPLATE = """\
     }}
     .cta-button {{
       display: inline-block;
-      padding: 12px 20px;
-      background-color: #000000;
+      padding: 14px 24px;
+      background-color: #0055FF;
       color: #ffffff !important;
       text-decoration: none;
       border-radius: 4px;
-      font-weight: 500;
+      font-weight: 600;
+      font-size: 16px;
+      margin-top: 10px;
+      box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+      text-align: center;
     }}
     .footer {{
       font-size: 13px;
@@ -97,8 +113,8 @@ HTML_EMAIL_TEMPLATE = """\
       <td class="header">
         <img
           style="background-color: #ffffff; border-radius: 8px;"
-          src="https://www.onyx.app/logos/customer/onyx.png"
-          alt="Onyx Logo"
+          src="cid:logo.png"
+          alt="{application_name} Logo"
         >
       </td>
     </tr>
@@ -113,9 +129,8 @@ HTML_EMAIL_TEMPLATE = """\
     </tr>
     <tr>
       <td class="footer">
-        © {year} Onyx. All rights reserved.
-        <br>
-        Have questions? Join our Slack community <a href="https://join.slack.com/t/onyx-dot-app/shared_invite/zt-2twesxdr6-5iQitKZQpgq~hYIZ~dv3KA">here</a>.
+        © {year} {application_name}. All rights reserved.
+        {slack_fragment}
       </td>
     </tr>
   </table>
@@ -125,17 +140,27 @@ HTML_EMAIL_TEMPLATE = """\
 
 
 def build_html_email(
-    heading: str, message: str, cta_text: str | None = None, cta_link: str | None = None
+    application_name: str | None,
+    heading: str,
+    message: str,
+    cta_text: str | None = None,
+    cta_link: str | None = None,
 ) -> str:
+    slack_fragment = ""
+    if application_name == ONYX_DEFAULT_APPLICATION_NAME:
+        slack_fragment = f'<br>Have questions? Join our Slack community <a href="{ONYX_SLACK_URL}">here</a>.'
+
     if cta_text and cta_link:
         cta_block = f'<a class="cta-button" href="{cta_link}">{cta_text}</a>'
     else:
         cta_block = ""
     return HTML_EMAIL_TEMPLATE.format(
+        application_name=application_name,
         title=heading,
         heading=heading,
         message=message,
         cta_block=cta_block,
+        slack_fragment=slack_fragment,
         year=datetime.now().year,
     )
 
@@ -146,22 +171,44 @@ def send_email(
     html_body: str,
     text_body: str,
     mail_from: str = EMAIL_FROM,
+    inline_png: tuple[str, bytes] | None = None,
 ) -> None:
     if not EMAIL_CONFIGURED:
         raise ValueError("Email is not configured.")
 
+    # Create a multipart/alternative message - this indicates these are alternative versions of the same content
     msg = MIMEMultipart("alternative")
     msg["Subject"] = subject
     msg["To"] = user_email
-    msg["From"] = mail_from
+    if mail_from:
+        msg["From"] = mail_from
     msg["Date"] = formatdate(localtime=True)
     msg["Message-ID"] = make_msgid(domain="onyx.app")
 
-    part_text = MIMEText(text_body, "plain")
-    part_html = MIMEText(html_body, "html")
+    # Add text part first (lowest priority)
+    text_part = MIMEText(text_body, "plain")
+    msg.attach(text_part)
 
-    msg.attach(part_text)
-    msg.attach(part_html)
+    if inline_png:
+        # For HTML with images, create a multipart/related container
+        related = MIMEMultipart("related")
+
+        # Add the HTML part to the related container
+        html_part = MIMEText(html_body, "html")
+        related.attach(html_part)
+
+        # Add image with proper Content-ID to the related container
+        img = MIMEImage(inline_png[1], _subtype="png")
+        img.add_header("Content-ID", f"<{inline_png[0]}>")
+        img.add_header("Content-Disposition", "inline", filename=inline_png[0])
+        related.attach(img)
+
+        # Add the related part to the message (higher priority than text)
+        msg.attach(related)
+    else:
+        # No images, just add HTML directly (higher priority than text)
+        html_part = MIMEText(html_body, "html")
+        msg.attach(html_part)
 
     try:
         with smtplib.SMTP(SMTP_SERVER, SMTP_PORT) as s:
@@ -173,8 +220,21 @@ def send_email(
 
 
 def send_subscription_cancellation_email(user_email: str) -> None:
+    """This is templated but isn't meaningful for whitelabeling."""
+
     # Example usage of the reusable HTML
-    subject = "Your Onyx Subscription Has Been Canceled"
+    try:
+        load_runtime_settings_fn = fetch_versioned_implementation(
+            "onyx.server.enterprise_settings.store", "load_runtime_settings"
+        )
+        settings = load_runtime_settings_fn()
+        application_name = settings.application_name
+    except ModuleNotFoundError:
+        application_name = ONYX_DEFAULT_APPLICATION_NAME
+
+    onyx_file = OnyxRuntime.get_emailable_logo()
+
+    subject = f"Your {application_name} Subscription Has Been Canceled"
     heading = "Subscription Canceled"
     message = (
         "<p>We're sorry to see you go.</p>"
@@ -183,23 +243,48 @@ def send_subscription_cancellation_email(user_email: str) -> None:
     )
     cta_text = "Renew Subscription"
     cta_link = "https://www.onyx.app/pricing"
-    html_content = build_html_email(heading, message, cta_text, cta_link)
+    html_content = build_html_email(
+        application_name,
+        heading,
+        message,
+        cta_text,
+        cta_link,
+    )
     text_content = (
         "We're sorry to see you go.\n"
         "Your subscription has been canceled and will end on your next billing date.\n"
         "If you change your mind, visit https://www.onyx.app/pricing"
     )
-    send_email(user_email, subject, html_content, text_content)
+    send_email(
+        user_email,
+        subject,
+        html_content,
+        text_content,
+        inline_png=("logo.png", onyx_file.data),
+    )
 
 
 def send_user_email_invite(
     user_email: str, current_user: User, auth_type: AuthType
 ) -> None:
-    subject = "Invitation to Join Onyx Organization"
+    onyx_file: FileWithMimeType | None = None
+
+    try:
+        load_runtime_settings_fn = fetch_versioned_implementation(
+            "onyx.server.enterprise_settings.store", "load_runtime_settings"
+        )
+        settings = load_runtime_settings_fn()
+        application_name = settings.application_name
+    except ModuleNotFoundError:
+        application_name = ONYX_DEFAULT_APPLICATION_NAME
+
+    onyx_file = OnyxRuntime.get_emailable_logo()
+
+    subject = f"Invitation to Join {application_name} Organization"
     heading = "You've Been Invited!"
 
     # the exact action taken by the user, and thus the message, depends on the auth type
-    message = f"<p>You have been invited by {current_user.email} to join an organization on Onyx.</p>"
+    message = f"<p>You have been invited by {current_user.email} to join an organization on {application_name}.</p>"
     if auth_type == AuthType.CLOUD:
         message += (
             "<p>To join the organization, please click the button below to set a password "
@@ -225,19 +310,32 @@ def send_user_email_invite(
 
     cta_text = "Join Organization"
     cta_link = f"{WEB_DOMAIN}/auth/signup?email={user_email}"
-    html_content = build_html_email(heading, message, cta_text, cta_link)
+
+    html_content = build_html_email(
+        application_name,
+        heading,
+        message,
+        cta_text,
+        cta_link,
+    )
 
     # text content is the fallback for clients that don't support HTML
     # not as critical, so not having special cases for each auth type
     text_content = (
-        f"You have been invited by {current_user.email} to join an organization on Onyx.\n"
+        f"You have been invited by {current_user.email} to join an organization on {application_name}.\n"
         "To join the organization, please visit the following link:\n"
         f"{WEB_DOMAIN}/auth/signup?email={user_email}\n"
     )
     if auth_type == AuthType.CLOUD:
         text_content += "You'll be asked to set a password or login with Google to complete your registration."
 
-    send_email(user_email, subject, html_content, text_content)
+    send_email(
+        user_email,
+        subject,
+        html_content,
+        text_content,
+        inline_png=("logo.png", onyx_file.data),
+    )
 
 
 def send_forgot_password_email(
@@ -247,27 +345,80 @@ def send_forgot_password_email(
     mail_from: str = EMAIL_FROM,
 ) -> None:
     # Builds a forgot password email with or without fancy HTML
-    subject = "Onyx Forgot Password"
-    link = f"{WEB_DOMAIN}/auth/reset-password?token={token}"
-    if MULTI_TENANT:
-        link += f"&{TENANT_ID_COOKIE_NAME}={tenant_id}"
-    message = f"<p>Click the following link to reset your password:</p><p>{link}</p>"
-    html_content = build_html_email("Reset Your Password", message)
-    text_content = f"Click the following link to reset your password: {link}"
-    send_email(user_email, subject, html_content, text_content, mail_from)
+    try:
+        load_runtime_settings_fn = fetch_versioned_implementation(
+            "onyx.server.enterprise_settings.store", "load_runtime_settings"
+        )
+        settings = load_runtime_settings_fn()
+        application_name = settings.application_name
+    except ModuleNotFoundError:
+        application_name = ONYX_DEFAULT_APPLICATION_NAME
+
+    onyx_file = OnyxRuntime.get_emailable_logo()
+
+    subject = f"Reset Your {application_name} Password"
+    heading = "Reset Your Password"
+    tenant_param = f"&tenant={tenant_id}" if tenant_id and MULTI_TENANT else ""
+    message = "<p>Please click the button below to reset your password. This link will expire in 24 hours.</p>"
+    cta_text = "Reset Password"
+    cta_link = f"{WEB_DOMAIN}/auth/reset-password?token={token}{tenant_param}"
+    html_content = build_html_email(
+        application_name,
+        heading,
+        message,
+        cta_text,
+        cta_link,
+    )
+    text_content = (
+        f"Please click the following link to reset your password. This link will expire in 24 hours.\n"
+        f"{WEB_DOMAIN}/auth/reset-password?token={token}{tenant_param}"
+    )
+    send_email(
+        user_email,
+        subject,
+        html_content,
+        text_content,
+        mail_from,
+        inline_png=("logo.png", onyx_file.data),
+    )
 
 
 def send_user_verification_email(
     user_email: str,
     token: str,
+    new_organization: bool = False,
     mail_from: str = EMAIL_FROM,
 ) -> None:
     # Builds a verification email
-    subject = "Onyx Email Verification"
+    try:
+        load_runtime_settings_fn = fetch_versioned_implementation(
+            "onyx.server.enterprise_settings.store", "load_runtime_settings"
+        )
+        settings = load_runtime_settings_fn()
+        application_name = settings.application_name
+    except ModuleNotFoundError:
+        application_name = ONYX_DEFAULT_APPLICATION_NAME
+
+    onyx_file = OnyxRuntime.get_emailable_logo()
+
+    subject = f"{application_name} Email Verification"
     link = f"{WEB_DOMAIN}/auth/verify-email?token={token}"
+    if new_organization:
+        link = add_url_params(link, {"first_user": "true"})
     message = (
         f"<p>Click the following link to verify your email address:</p><p>{link}</p>"
     )
-    html_content = build_html_email("Verify Your Email", message)
+    html_content = build_html_email(
+        application_name,
+        "Verify Your Email",
+        message,
+    )
     text_content = f"Click the following link to verify your email address: {link}"
-    send_email(user_email, subject, html_content, text_content, mail_from)
+    send_email(
+        user_email,
+        subject,
+        html_content,
+        text_content,
+        mail_from,
+        inline_png=("logo.png", onyx_file.data),
+    )

backend/onyx/auth/invited_users.py

@@ -1,5 +1,6 @@
 from typing import cast
 
+from onyx.configs.constants import KV_PENDING_USERS_KEY
 from onyx.configs.constants import KV_USER_STORE_KEY
 from onyx.key_value_store.factory import get_kv_store
 from onyx.key_value_store.interface import KvKeyNotFoundError
@@ -18,3 +19,17 @@ def write_invited_users(emails: list[str]) -> int:
     store = get_kv_store()
     store.store(KV_USER_STORE_KEY, cast(JSON_ro, emails))
     return len(emails)
+
+
+def get_pending_users() -> list[str]:
+    try:
+        store = get_kv_store()
+        return cast(list, store.load(KV_PENDING_USERS_KEY))
+    except KvKeyNotFoundError:
+        return list()
+
+
+def write_pending_users(emails: list[str]) -> int:
+    store = get_kv_store()
+    store.store(KV_PENDING_USERS_KEY, cast(JSON_ro, emails))
+    return len(emails)

backend/onyx/auth/oauth_refresher.py

@@ -0,0 +1,211 @@
+from datetime import datetime
+from datetime import timezone
+from typing import Any
+from typing import cast
+from typing import Dict
+from typing import List
+from typing import Optional
+
+import httpx
+from fastapi_users.manager import BaseUserManager
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from onyx.configs.app_configs import OAUTH_CLIENT_ID
+from onyx.configs.app_configs import OAUTH_CLIENT_SECRET
+from onyx.configs.app_configs import TRACK_EXTERNAL_IDP_EXPIRY
+from onyx.db.models import OAuthAccount
+from onyx.db.models import User
+from onyx.utils.logger import setup_logger
+
+logger = setup_logger()
+
+# Standard OAuth refresh token endpoints
+REFRESH_ENDPOINTS = {
+    "google": "https://oauth2.googleapis.com/token",
+}
+
+
+# NOTE: Keeping this as a utility function for potential future debugging,
+# but not using it in production code
+async def _test_expire_oauth_token(
+    user: User,
+    oauth_account: OAuthAccount,
+    db_session: AsyncSession,
+    user_manager: BaseUserManager[User, Any],
+    expire_in_seconds: int = 10,
+) -> bool:
+    """
+    Utility function for testing - Sets an OAuth token to expire in a short time
+    to facilitate testing of the refresh flow.
+    Not used in production code.
+    """
+    try:
+        new_expires_at = int(
+            (datetime.now(timezone.utc).timestamp() + expire_in_seconds)
+        )
+
+        updated_data: Dict[str, Any] = {"expires_at": new_expires_at}
+
+        await user_manager.user_db.update_oauth_account(
+            user, cast(Any, oauth_account), updated_data
+        )
+
+        return True
+    except Exception as e:
+        logger.exception(f"Error setting artificial expiration: {str(e)}")
+        return False
+
+
+async def refresh_oauth_token(
+    user: User,
+    oauth_account: OAuthAccount,
+    db_session: AsyncSession,
+    user_manager: BaseUserManager[User, Any],
+) -> bool:
+    """
+    Attempt to refresh an OAuth token that's about to expire or has expired.
+    Returns True if successful, False otherwise.
+    """
+    if not oauth_account.refresh_token:
+        logger.warning(
+            f"No refresh token available for {user.email}'s {oauth_account.oauth_name} account"
+        )
+        return False
+
+    provider = oauth_account.oauth_name
+    if provider not in REFRESH_ENDPOINTS:
+        logger.warning(f"Refresh endpoint not configured for provider: {provider}")
+        return False
+
+    try:
+        logger.info(f"Refreshing OAuth token for {user.email}'s {provider} account")
+
+        async with httpx.AsyncClient() as client:
+            response = await client.post(
+                REFRESH_ENDPOINTS[provider],
+                data={
+                    "client_id": OAUTH_CLIENT_ID,
+                    "client_secret": OAUTH_CLIENT_SECRET,
+                    "refresh_token": oauth_account.refresh_token,
+                    "grant_type": "refresh_token",
+                },
+                headers={"Content-Type": "application/x-www-form-urlencoded"},
+            )
+
+            if response.status_code != 200:
+                logger.error(
+                    f"Failed to refresh OAuth token: Status {response.status_code}"
+                )
+                return False
+
+            token_data = response.json()
+
+            new_access_token = token_data.get("access_token")
+            new_refresh_token = token_data.get(
+                "refresh_token", oauth_account.refresh_token
+            )
+            expires_in = token_data.get("expires_in")
+
+            # Calculate new expiry time if provided
+            new_expires_at: Optional[int] = None
+            if expires_in:
+                new_expires_at = int(
+                    (datetime.now(timezone.utc).timestamp() + expires_in)
+                )
+
+            # Update the OAuth account
+            updated_data: Dict[str, Any] = {
+                "access_token": new_access_token,
+                "refresh_token": new_refresh_token,
+            }
+
+            if new_expires_at:
+                updated_data["expires_at"] = new_expires_at
+
+                # Update oidc_expiry in user model if we're tracking it
+                if TRACK_EXTERNAL_IDP_EXPIRY:
+                    oidc_expiry = datetime.fromtimestamp(
+                        new_expires_at, tz=timezone.utc
+                    )
+                    await user_manager.user_db.update(
+                        user, {"oidc_expiry": oidc_expiry}
+                    )
+
+            # Update the OAuth account
+            await user_manager.user_db.update_oauth_account(
+                user, cast(Any, oauth_account), updated_data
+            )
+
+            logger.info(f"Successfully refreshed OAuth token for {user.email}")
+            return True
+
+    except Exception as e:
+        logger.exception(f"Error refreshing OAuth token: {str(e)}")
+        return False
+
+
+async def check_and_refresh_oauth_tokens(
+    user: User,
+    db_session: AsyncSession,
+    user_manager: BaseUserManager[User, Any],
+) -> None:
+    """
+    Check if any OAuth tokens are expired or about to expire and refresh them.
+    """
+    if not hasattr(user, "oauth_accounts") or not user.oauth_accounts:
+        return
+
+    now_timestamp = datetime.now(timezone.utc).timestamp()
+
+    # Buffer time to refresh tokens before they expire (in seconds)
+    buffer_seconds = 300  # 5 minutes
+
+    for oauth_account in user.oauth_accounts:
+        # Skip accounts without refresh tokens
+        if not oauth_account.refresh_token:
+            continue
+
+        # If token is about to expire, refresh it
+        if (
+            oauth_account.expires_at
+            and oauth_account.expires_at - now_timestamp < buffer_seconds
+        ):
+            logger.info(f"OAuth token for {user.email} is about to expire - refreshing")
+            success = await refresh_oauth_token(
+                user, oauth_account, db_session, user_manager
+            )
+
+            if not success:
+                logger.warning(
+                    "Failed to refresh OAuth token. User may need to re-authenticate."
+                )
+
+
+async def check_oauth_account_has_refresh_token(
+    user: User,
+    oauth_account: OAuthAccount,
+) -> bool:
+    """
+    Check if an OAuth account has a refresh token.
+    Returns True if a refresh token exists, False otherwise.
+    """
+    return bool(oauth_account.refresh_token)
+
+
+async def get_oauth_accounts_requiring_refresh_token(user: User) -> List[OAuthAccount]:
+    """
+    Returns a list of OAuth accounts for a user that are missing refresh tokens.
+    These accounts will need re-authentication to get refresh tokens.
+    """
+    if not hasattr(user, "oauth_accounts") or not user.oauth_accounts:
+        return []
+
+    accounts_needing_refresh = []
+    for oauth_account in user.oauth_accounts:
+        has_refresh_token = await check_oauth_account_has_refresh_token(
+            user, oauth_account
+        )
+        if not has_refresh_token:
+            accounts_needing_refresh.append(oauth_account)
+
+    return accounts_needing_refresh

backend/onyx/auth/users.py

@@ -5,12 +5,16 @@ import string
 import uuid
 from collections.abc import AsyncGenerator
 from datetime import datetime
+from datetime import timedelta
 from datetime import timezone
+from typing import Any
 from typing import cast
 from typing import Dict
 from typing import List
 from typing import Optional
+from typing import Protocol
 from typing import Tuple
+from typing import TypeVar
 
 import jwt
 from email_validator import EmailNotValidError
@@ -52,6 +56,7 @@ from httpx_oauth.oauth2 import OAuth2Token
 from pydantic import BaseModel
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from ee.onyx.configs.app_configs import ANONYMOUS_USER_COOKIE_NAME
 from onyx.auth.api_key import get_hashed_api_key_from_request
 from onyx.auth.email_utils import send_forgot_password_email
 from onyx.auth.email_utils import send_user_verification_email
@@ -100,10 +105,12 @@ from onyx.utils.logger import setup_logger
 from onyx.utils.telemetry import create_milestone_and_report
 from onyx.utils.telemetry import optional_telemetry
 from onyx.utils.telemetry import RecordType
+from onyx.utils.url import add_url_params
 from onyx.utils.variable_functionality import fetch_ee_implementation_or_noop
 from onyx.utils.variable_functionality import fetch_versioned_implementation
 from shared_configs.configs import async_return_default_schema
 from shared_configs.configs import MULTI_TENANT
+from shared_configs.configs import POSTGRES_DEFAULT_SCHEMA
 from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
 from shared_configs.contextvars import get_current_tenant_id
 
@@ -354,7 +361,6 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
                 reason="Password must contain at least one special character from the following set: "
                 f"{PASSWORD_SPECIAL_CHARS}."
             )
-
         return
 
     async def oauth_callback(
@@ -508,6 +514,25 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
 
             return user
 
+    async def on_after_login(
+        self,
+        user: User,
+        request: Optional[Request] = None,
+        response: Optional[Response] = None,
+    ) -> None:
+        try:
+            if response and request and ANONYMOUS_USER_COOKIE_NAME in request.cookies:
+                response.delete_cookie(
+                    ANONYMOUS_USER_COOKIE_NAME,
+                    # Ensure cookie deletion doesn't override other cookies by setting the same path/domain
+                    path="/",
+                    domain=None,
+                    secure=WEB_DOMAIN.startswith("https"),
+                )
+                logger.debug(f"Deleted anonymous user cookie for user {user.email}")
+        except Exception:
+            logger.exception("Error deleting anonymous user cookie")
+
     async def on_after_register(
         self, user: User, request: Optional[Request] = None
     ) -> None:
@@ -579,22 +604,30 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
         logger.notice(
             f"Verification requested for user {user.id}. Verification token: {token}"
         )
-
-        send_user_verification_email(user.email, token)
+        user_count = await get_user_count()
+        send_user_verification_email(
+            user.email, token, new_organization=user_count == 1
+        )
 
     async def authenticate(
         self, credentials: OAuth2PasswordRequestForm
     ) -> Optional[User]:
         email = credentials.username
 
-        # Get tenant_id from mapping table
-        tenant_id = await fetch_ee_implementation_or_noop(
-            "onyx.server.tenants.provisioning",
-            "get_or_provision_tenant",
-            async_return_default_schema,
-        )(
-            email=email,
-        )
+        tenant_id: str | None = None
+        try:
+            tenant_id = fetch_ee_implementation_or_noop(
+                "onyx.server.tenants.provisioning",
+                "get_tenant_id_for_email",
+                POSTGRES_DEFAULT_SCHEMA,
+            )(
+                email=email,
+            )
+        except Exception as e:
+            logger.warning(
+                f"User attempted to login with invalid credentials: {str(e)}"
+            )
+
         if not tenant_id:
             # User not found in mapping
             self.password_helper.hash(credentials.password)
@@ -680,16 +713,20 @@ cookie_transport = CookieTransport(
 )
 
 
-def get_redis_strategy() -> RedisStrategy:
-    return TenantAwareRedisStrategy()
+T = TypeVar("T", covariant=True)
+ID = TypeVar("ID", contravariant=True)
 
 
-def get_database_strategy(
-    access_token_db: AccessTokenDatabase[AccessToken] = Depends(get_access_token_db),
-) -> DatabaseStrategy:
-    return DatabaseStrategy(
-        access_token_db, lifetime_seconds=SESSION_EXPIRE_TIME_SECONDS
-    )
+# Protocol for strategies that support token refreshing without inheritance.
+class RefreshableStrategy(Protocol):
+    """Protocol for authentication strategies that support token refreshing."""
+
+    async def refresh_token(self, token: Optional[str], user: Any) -> str:
+        """
+        Refresh an existing token by extending its lifetime.
+        Returns either the same token with extended expiration or a new token.
+        """
+        ...
 
 
 class TenantAwareRedisStrategy(RedisStrategy[User, uuid.UUID]):
@@ -748,6 +785,75 @@ class TenantAwareRedisStrategy(RedisStrategy[User, uuid.UUID]):
         redis = await get_async_redis_connection()
         await redis.delete(f"{self.key_prefix}{token}")
 
+    async def refresh_token(self, token: Optional[str], user: User) -> str:
+        """Refresh a token by extending its expiration time in Redis."""
+        if token is None:
+            # If no token provided, create a new one
+            return await self.write_token(user)
+
+        redis = await get_async_redis_connection()
+        token_key = f"{self.key_prefix}{token}"
+
+        # Check if token exists
+        token_data_str = await redis.get(token_key)
+        if not token_data_str:
+            # Token not found, create new one
+            return await self.write_token(user)
+
+        # Token exists, extend its lifetime
+        token_data = json.loads(token_data_str)
+        await redis.set(
+            token_key,
+            json.dumps(token_data),
+            ex=self.lifetime_seconds,
+        )
+
+        return token
+
+
+class RefreshableDatabaseStrategy(DatabaseStrategy[User, uuid.UUID, AccessToken]):
+    """Database strategy with token refreshing capabilities."""
+
+    def __init__(
+        self,
+        access_token_db: AccessTokenDatabase[AccessToken],
+        lifetime_seconds: Optional[int] = None,
+    ):
+        super().__init__(access_token_db, lifetime_seconds)
+        self._access_token_db = access_token_db
+
+    async def refresh_token(self, token: Optional[str], user: User) -> str:
+        """Refresh a token by updating its expiration time in the database."""
+        if token is None:
+            return await self.write_token(user)
+
+        # Find the token in database
+        access_token = await self._access_token_db.get_by_token(token)
+
+        if access_token is None:
+            # Token not found, create new one
+            return await self.write_token(user)
+
+        # Update expiration time
+        new_expires = datetime.now(timezone.utc) + timedelta(
+            seconds=float(self.lifetime_seconds or SESSION_EXPIRE_TIME_SECONDS)
+        )
+        await self._access_token_db.update(access_token, {"expires": new_expires})
+
+        return token
+
+
+def get_redis_strategy() -> TenantAwareRedisStrategy:
+    return TenantAwareRedisStrategy()
+
+
+def get_database_strategy(
+    access_token_db: AccessTokenDatabase[AccessToken] = Depends(get_access_token_db),
+) -> RefreshableDatabaseStrategy:
+    return RefreshableDatabaseStrategy(
+        access_token_db, lifetime_seconds=SESSION_EXPIRE_TIME_SECONDS
+    )
+
 
 if AUTH_BACKEND == AuthBackend.REDIS:
     auth_backend = AuthenticationBackend(
@@ -798,6 +904,88 @@ class FastAPIUserWithLogoutRouter(FastAPIUsers[models.UP, models.ID]):
 
         return router
 
+    def get_refresh_router(
+        self,
+        backend: AuthenticationBackend,
+        requires_verification: bool = REQUIRE_EMAIL_VERIFICATION,
+    ) -> APIRouter:
+        """
+        Provide a router for session token refreshing.
+        """
+        # Import the oauth_refresher here to avoid circular imports
+        from onyx.auth.oauth_refresher import check_and_refresh_oauth_tokens
+
+        router = APIRouter()
+
+        get_current_user_token = self.authenticator.current_user_token(
+            active=True, verified=requires_verification
+        )
+
+        refresh_responses: OpenAPIResponseType = {
+            **{
+                status.HTTP_401_UNAUTHORIZED: {
+                    "description": "Missing token or inactive user."
+                }
+            },
+            **backend.transport.get_openapi_login_responses_success(),
+        }
+
+        @router.post(
+            "/refresh", name=f"auth:{backend.name}.refresh", responses=refresh_responses
+        )
+        async def refresh(
+            user_token: Tuple[models.UP, str] = Depends(get_current_user_token),
+            strategy: Strategy[models.UP, models.ID] = Depends(backend.get_strategy),
+            user_manager: BaseUserManager[models.UP, models.ID] = Depends(
+                get_user_manager
+            ),
+            db_session: AsyncSession = Depends(get_async_session),
+        ) -> Response:
+            try:
+                user, token = user_token
+                logger.info(f"Processing token refresh request for user {user.email}")
+
+                # Check if user has OAuth accounts that need refreshing
+                await check_and_refresh_oauth_tokens(
+                    user=cast(User, user),
+                    db_session=db_session,
+                    user_manager=cast(Any, user_manager),
+                )
+
+                # Check if strategy supports refreshing
+                supports_refresh = hasattr(strategy, "refresh_token") and callable(
+                    getattr(strategy, "refresh_token")
+                )
+
+                if supports_refresh:
+                    try:
+                        refresh_method = getattr(strategy, "refresh_token")
+                        new_token = await refresh_method(token, user)
+                        logger.info(
+                            f"Successfully refreshed session token for user {user.email}"
+                        )
+                        return await backend.transport.get_login_response(new_token)
+                    except Exception as e:
+                        logger.error(f"Error refreshing session token: {str(e)}")
+                        # Fallback to logout and login if refresh fails
+                        await backend.logout(strategy, user, token)
+                        return await backend.login(strategy, user)
+
+                # Fallback: logout and login again
+                logger.info(
+                    "Strategy doesn't support refresh - using logout/login flow"
+                )
+                await backend.logout(strategy, user, token)
+                return await backend.login(strategy, user)
+            except Exception as e:
+                logger.error(f"Unexpected error in refresh endpoint: {str(e)}")
+                raise HTTPException(
+                    status_code=status.HTTP_400_BAD_REQUEST,
+                    detail=f"Token refresh failed: {str(e)}",
+                )
+
+        return router
+
 
 fastapi_users = FastAPIUserWithLogoutRouter[User, uuid.UUID](
     get_user_manager, [auth_backend]
@@ -888,7 +1076,7 @@ async def current_limited_user(
     return await double_check_user(user)
 
 
-async def current_chat_accesssible_user(
+async def current_chat_accessible_user(
     user: User | None = Depends(optional_user),
 ) -> User | None:
     tenant_id = get_current_tenant_id()
@@ -1031,12 +1219,20 @@ def get_oauth_router(
             "referral_source": referral_source or "default_referral",
         }
         state = generate_state_token(state_data, state_secret)
+
+        # Get the basic authorization URL
         authorization_url = await oauth_client.get_authorization_url(
             authorize_redirect_url,
             state,
             scopes,
         )
 
+        # For Google OAuth, add parameters to request refresh tokens
+        if oauth_client.name == "google":
+            authorization_url = add_url_params(
+                authorization_url, {"access_type": "offline", "prompt": "consent"}
+            )
+
         return OAuth2AuthorizeResponse(authorization_url=authorization_url)
 
     @router.get(
@@ -1089,6 +1285,12 @@ def get_oauth_router(
 
         next_url = state_data.get("next_url", "/")
         referral_source = state_data.get("referral_source", None)
+        try:
+            tenant_id = fetch_ee_implementation_or_noop(
+                "onyx.server.tenants.user_mapping", "get_tenant_id_for_email", None
+            )(account_email)
+        except exceptions.UserNotExists:
+            tenant_id = None
 
         request.state.referral_source = referral_source
 
@@ -1122,11 +1324,22 @@ def get_oauth_router(
         await user_manager.on_after_login(user, request, response)
 
         # Prepare redirect response
-        redirect_response = RedirectResponse(next_url, status_code=302)
+        if tenant_id is None:
+            # Use URL utility to add parameters
+            redirect_url = add_url_params(next_url, {"new_team": "true"})
+            redirect_response = RedirectResponse(redirect_url, status_code=302)
+        else:
+            # No parameters to add
+            redirect_response = RedirectResponse(next_url, status_code=302)
 
-        # Copy headers and other attributes from 'response' to 'redirect_response'
+        # Copy headers from auth response to redirect response, with special handling for Set-Cookie
         for header_name, header_value in response.headers.items():
-            redirect_response.headers[header_name] = header_value
+            # FastAPI can have multiple Set-Cookie headers as a list
+            if header_name.lower() == "set-cookie" and isinstance(header_value, list):
+                for cookie_value in header_value:
+                    redirect_response.headers.append(header_name, cookie_value)
+            else:
+                redirect_response.headers[header_name] = header_value
 
         if hasattr(response, "body"):
             redirect_response.body = response.body
@@ -1134,6 +1347,7 @@ def get_oauth_router(
             redirect_response.status_code = response.status_code
         if hasattr(response, "media_type"):
             redirect_response.media_type = response.media_type
+
         return redirect_response
 
     return router

backend/onyx/background/celery/apps/app_base.py

@@ -1,5 +1,6 @@
 import logging
 import multiprocessing
+import os
 import time
 from typing import Any
 from typing import cast
@@ -34,7 +35,6 @@ from onyx.redis.redis_connector_ext_group_sync import RedisConnectorExternalGrou
 from onyx.redis.redis_connector_prune import RedisConnectorPrune
 from onyx.redis.redis_document_set import RedisDocumentSet
 from onyx.redis.redis_pool import get_redis_client
-from onyx.redis.redis_pool import get_shared_redis_client
 from onyx.redis.redis_usergroup import RedisUserGroup
 from onyx.utils.logger import ColoredFormatter
 from onyx.utils.logger import PlainFormatter
@@ -225,7 +225,7 @@ def wait_for_redis(sender: Any, **kwargs: Any) -> None:
     Will raise WorkerShutdown to kill the celery worker if the timeout
     is reached."""
 
-    r = get_shared_redis_client()
+    r = get_redis_client(tenant_id=POSTGRES_DEFAULT_SCHEMA)
 
     WAIT_INTERVAL = 5
     WAIT_LIMIT = 60
@@ -306,12 +306,12 @@ def wait_for_db(sender: Any, **kwargs: Any) -> None:
 
 
 def on_secondary_worker_init(sender: Any, **kwargs: Any) -> None:
-    logger.info("Running as a secondary celery worker.")
+    logger.info(f"Running as a secondary celery worker: pid={os.getpid()}")
 
     # Set up variables for waiting on primary worker
     WAIT_INTERVAL = 5
     WAIT_LIMIT = 60
-    r = get_shared_redis_client()
+    r = get_redis_client(tenant_id=POSTGRES_DEFAULT_SCHEMA)
     time_start = time.monotonic()
 
     logger.info("Waiting for primary worker to be ready...")

backend/onyx/background/celery/apps/beat.py

@@ -1,6 +1,5 @@
 from datetime import timedelta
 from typing import Any
-from typing import cast
 
 from celery import Celery
 from celery import signals
@@ -10,12 +9,10 @@ from celery.utils.log import get_task_logger
 
 import onyx.background.celery.apps.app_base as app_base
 from onyx.background.celery.tasks.beat_schedule import CLOUD_BEAT_MULTIPLIER_DEFAULT
-from onyx.configs.constants import ONYX_CLOUD_REDIS_RUNTIME
-from onyx.configs.constants import ONYX_CLOUD_TENANT_ID
 from onyx.configs.constants import POSTGRES_CELERY_BEAT_APP_NAME
 from onyx.db.engine import get_all_tenant_ids
 from onyx.db.engine import SqlEngine
-from onyx.redis.redis_pool import get_redis_replica_client
+from onyx.server.runtime.onyx_runtime import OnyxRuntime
 from onyx.utils.variable_functionality import fetch_versioned_implementation
 from shared_configs.configs import IGNORED_SYNCING_TENANT_LIST
 from shared_configs.configs import MULTI_TENANT
@@ -141,8 +138,6 @@ class DynamicTenantScheduler(PersistentScheduler):
         """Only updates the actual beat schedule on the celery app when it changes"""
         do_update = False
 
-        r = get_redis_replica_client(tenant_id=ONYX_CLOUD_TENANT_ID)
-
         task_logger.debug("_try_updating_schedule starting")
 
         tenant_ids = get_all_tenant_ids()
@@ -152,16 +147,7 @@ class DynamicTenantScheduler(PersistentScheduler):
         current_schedule = self.schedule.items()
 
         # get potential new state
-        beat_multiplier = CLOUD_BEAT_MULTIPLIER_DEFAULT
-        beat_multiplier_raw = r.get(f"{ONYX_CLOUD_REDIS_RUNTIME}:beat_multiplier")
-        if beat_multiplier_raw is not None:
-            try:
-                beat_multiplier_bytes = cast(bytes, beat_multiplier_raw)
-                beat_multiplier = float(beat_multiplier_bytes.decode())
-            except ValueError:
-                task_logger.error(
-                    f"Invalid beat_multiplier value: {beat_multiplier_raw}"
-                )
+        beat_multiplier = OnyxRuntime.get_beat_multiplier()
 
         new_schedule = self._generate_schedule(tenant_ids, beat_multiplier)
 

backend/onyx/background/celery/apps/client.py

@@ -0,0 +1,7 @@
+from celery import Celery
+
+import onyx.background.celery.apps.app_base as app_base
+
+celery_app = Celery(__name__)
+celery_app.config_from_object("onyx.background.celery.configs.client")
+celery_app.Task = app_base.TenantAwareTask  # type: ignore [misc]

backend/onyx/background/celery/apps/light.py

@@ -111,5 +111,8 @@ celery_app.autodiscover_tasks(
         "onyx.background.celery.tasks.vespa",
         "onyx.background.celery.tasks.connector_deletion",
         "onyx.background.celery.tasks.doc_permission_syncing",
+        "onyx.background.celery.tasks.user_file_folder_sync",
+        "onyx.background.celery.tasks.indexing",
+        "onyx.background.celery.tasks.tenant_provisioning",
     ]
 )

backend/onyx/background/celery/apps/monitoring.py

@@ -92,5 +92,6 @@ def on_setup_logging(
 celery_app.autodiscover_tasks(
     [
         "onyx.background.celery.tasks.monitoring",
+        "onyx.background.celery.tasks.tenant_provisioning",
     ]
 )

backend/onyx/background/celery/apps/primary.py

@@ -1,4 +1,5 @@
 import logging
+import os
 from typing import Any
 from typing import cast
 
@@ -38,10 +39,11 @@ from onyx.redis.redis_connector_index import RedisConnectorIndex
 from onyx.redis.redis_connector_prune import RedisConnectorPrune
 from onyx.redis.redis_connector_stop import RedisConnectorStop
 from onyx.redis.redis_document_set import RedisDocumentSet
-from onyx.redis.redis_pool import get_shared_redis_client
+from onyx.redis.redis_pool import get_redis_client
 from onyx.redis.redis_usergroup import RedisUserGroup
 from onyx.utils.logger import setup_logger
 from shared_configs.configs import MULTI_TENANT
+from shared_configs.configs import POSTGRES_DEFAULT_SCHEMA
 
 logger = setup_logger()
 
@@ -94,7 +96,7 @@ def on_worker_init(sender: Worker, **kwargs: Any) -> None:
     app_base.wait_for_db(sender, **kwargs)
     app_base.wait_for_vespa_or_shutdown(sender, **kwargs)
 
-    logger.info("Running as the primary celery worker.")
+    logger.info(f"Running as the primary celery worker: pid={os.getpid()}")
 
     # Less startup checks in multi-tenant case
     if MULTI_TENANT:
@@ -102,7 +104,7 @@ def on_worker_init(sender: Worker, **kwargs: Any) -> None:
 
     # This is singleton work that should be done on startup exactly once
     # by the primary worker. This is unnecessary in the multi tenant scenario
-    r = get_shared_redis_client()
+    r = get_redis_client(tenant_id=POSTGRES_DEFAULT_SCHEMA)
 
     # Log the role and slave count - being connected to a slave or slave count > 0 could be problematic
     info: dict[str, Any] = cast(dict, r.info("replication"))
@@ -173,6 +175,9 @@ def on_worker_init(sender: Worker, **kwargs: Any) -> None:
                 f"search_settings={attempt.search_settings_id}"
             )
             logger.warning(failure_reason)
+            logger.exception(
+                f"Marking attempt {attempt.id} as canceled due to validation error 2"
+            )
             mark_attempt_canceled(attempt.id, db_session, failure_reason)
 
 
@@ -235,7 +240,7 @@ class HubPeriodicTask(bootsteps.StartStopStep):
 
             lock: RedisLock = worker.primary_worker_lock
 
-            r = get_shared_redis_client()
+            r = get_redis_client(tenant_id=POSTGRES_DEFAULT_SCHEMA)
 
             if lock.owned():
                 task_logger.debug("Reacquiring primary worker lock.")
@@ -284,5 +289,6 @@ celery_app.autodiscover_tasks(
         "onyx.background.celery.tasks.shared",
         "onyx.background.celery.tasks.vespa",
         "onyx.background.celery.tasks.llm_model_update",
+        "onyx.background.celery.tasks.user_file_folder_sync",
     ]
 )

backend/onyx/background/celery/configs/client.py

@@ -0,0 +1,16 @@
+import onyx.background.celery.configs.base as shared_config
+
+broker_url = shared_config.broker_url
+broker_connection_retry_on_startup = shared_config.broker_connection_retry_on_startup
+broker_pool_limit = shared_config.broker_pool_limit
+broker_transport_options = shared_config.broker_transport_options
+
+redis_socket_keepalive = shared_config.redis_socket_keepalive
+redis_retry_on_timeout = shared_config.redis_retry_on_timeout
+redis_backend_health_check_interval = shared_config.redis_backend_health_check_interval
+
+result_backend = shared_config.result_backend
+result_expires = shared_config.result_expires  # 86400 seconds is the default
+
+task_default_priority = shared_config.task_default_priority
+task_acks_late = shared_config.task_acks_late

backend/onyx/background/celery/memory_monitoring.py

@@ -0,0 +1,73 @@
+# backend/onyx/background/celery/memory_monitoring.py
+import logging
+import os
+from logging.handlers import RotatingFileHandler
+
+import psutil
+
+from onyx.utils.logger import is_running_in_container
+from onyx.utils.logger import setup_logger
+
+# Regular application logger
+logger = setup_logger()
+
+# Only set up memory monitoring in container environment
+if is_running_in_container():
+    # Set up a dedicated memory monitoring logger
+    MEMORY_LOG_DIR = "/var/log/memory"
+    MEMORY_LOG_FILE = os.path.join(MEMORY_LOG_DIR, "memory_usage.log")
+    MEMORY_LOG_MAX_BYTES = 10 * 1024 * 1024  # 10MB
+    MEMORY_LOG_BACKUP_COUNT = 5  # Keep 5 backup files
+
+    # Ensure log directory exists
+    os.makedirs(MEMORY_LOG_DIR, exist_ok=True)
+
+    # Create a dedicated logger for memory monitoring
+    memory_logger = logging.getLogger("memory_monitoring")
+    memory_logger.setLevel(logging.INFO)
+
+    # Create a rotating file handler
+    memory_handler = RotatingFileHandler(
+        MEMORY_LOG_FILE,
+        maxBytes=MEMORY_LOG_MAX_BYTES,
+        backupCount=MEMORY_LOG_BACKUP_COUNT,
+    )
+
+    # Create a formatter that includes all relevant information
+    memory_formatter = logging.Formatter(
+        "%(asctime)s [%(levelname)s] %(message)s", datefmt="%Y-%m-%d %H:%M:%S"
+    )
+    memory_handler.setFormatter(memory_formatter)
+    memory_logger.addHandler(memory_handler)
+else:
+    # Create a null logger when not in container
+    memory_logger = logging.getLogger("memory_monitoring")
+    memory_logger.addHandler(logging.NullHandler())
+
+
+def emit_process_memory(
+    pid: int, process_name: str, additional_metadata: dict[str, str | int]
+) -> None:
+    # Skip memory monitoring if not in container
+    if not is_running_in_container():
+        return
+
+    try:
+        process = psutil.Process(pid)
+        memory_info = process.memory_info()
+        cpu_percent = process.cpu_percent(interval=0.1)
+
+        # Build metadata string from additional_metadata dictionary
+        metadata_str = " ".join(
+            [f"{key}={value}" for key, value in additional_metadata.items()]
+        )
+        metadata_str = f" {metadata_str}" if metadata_str else ""
+
+        memory_logger.info(
+            f"PROCESS_MEMORY process_name={process_name} pid={pid} "
+            f"rss_mb={memory_info.rss / (1024 * 1024):.2f} "
+            f"vms_mb={memory_info.vms / (1024 * 1024):.2f} "
+            f"cpu={cpu_percent:.2f}{metadata_str}"
+        )
+    except Exception:
+        logger.exception("Error monitoring process memory.")

backend/onyx/background/celery/tasks/beat_schedule.py

@@ -21,6 +21,7 @@ BEAT_EXPIRES_DEFAULT = 15 * 60  # 15 minutes (in seconds)
 # we have a better implementation (backpressure, etc)
 # Note that DynamicTenantScheduler can adjust the runtime value for this via Redis
 CLOUD_BEAT_MULTIPLIER_DEFAULT = 8.0
+CLOUD_DOC_PERMISSION_SYNC_MULTIPLIER_DEFAULT = 1.0
 
 # tasks that run in either self-hosted on cloud
 beat_task_templates: list[dict] = []
@@ -63,6 +64,15 @@ beat_task_templates.extend(
                 "expires": BEAT_EXPIRES_DEFAULT,
             },
         },
+        {
+            "name": "check-for-user-file-folder-sync",
+            "task": OnyxCeleryTask.CHECK_FOR_USER_FILE_FOLDER_SYNC,
+            "schedule": timedelta(seconds=30),
+            "options": {
+                "priority": OnyxCeleryPriority.MEDIUM,
+                "expires": BEAT_EXPIRES_DEFAULT,
+            },
+        },
         {
             "name": "check-for-pruning",
             "task": OnyxCeleryTask.CHECK_FOR_PRUNING,
@@ -167,6 +177,16 @@ beat_cloud_tasks: list[dict] = [
             "expires": BEAT_EXPIRES_DEFAULT,
         },
     },
+    {
+        "name": f"{ONYX_CLOUD_CELERY_TASK_PREFIX}_check-available-tenants",
+        "task": OnyxCeleryTask.CHECK_AVAILABLE_TENANTS,
+        "schedule": timedelta(minutes=10),
+        "options": {
+            "queue": OnyxCeleryQueues.MONITORING,
+            "priority": OnyxCeleryPriority.HIGH,
+            "expires": BEAT_EXPIRES_DEFAULT,
+        },
+    },
 ]
 
 # tasks that only run self hosted
@@ -184,6 +204,16 @@ if not MULTI_TENANT:
                     "queue": OnyxCeleryQueues.MONITORING,
                 },
             },
+            {
+                "name": "monitor-process-memory",
+                "task": OnyxCeleryTask.MONITOR_PROCESS_MEMORY,
+                "schedule": timedelta(minutes=5),
+                "options": {
+                    "priority": OnyxCeleryPriority.LOW,
+                    "expires": BEAT_EXPIRES_DEFAULT,
+                    "queue": OnyxCeleryQueues.MONITORING,
+                },
+            },
         ]
     )
 

backend/onyx/background/celery/tasks/connector_deletion/tasks.py

@@ -30,6 +30,9 @@ from onyx.db.connector_credential_pair import (
 )
 from onyx.db.connector_credential_pair import get_connector_credential_pair_from_id
 from onyx.db.connector_credential_pair import get_connector_credential_pairs
+from onyx.db.document import (
+    delete_all_documents_by_connector_credential_pair__no_commit,
+)
 from onyx.db.document import get_document_ids_for_connector_credential_pair
 from onyx.db.document_set import delete_document_set_cc_pair_relationship__no_commit
 from onyx.db.engine import get_session_with_current_tenant
@@ -386,6 +389,8 @@ def monitor_connector_deletion_taskset(
             db_session=db_session,
             cc_pair_id=cc_pair_id,
         )
+        credential_id_to_delete: int | None = None
+        connector_id_to_delete: int | None = None
         if not cc_pair:
             task_logger.warning(
                 f"Connector deletion - cc_pair not found: cc_pair={cc_pair_id}"
@@ -440,16 +445,35 @@ def monitor_connector_deletion_taskset(
                 db_session=db_session,
             )
 
+            # Store IDs before potentially expiring cc_pair
+            connector_id_to_delete = cc_pair.connector_id
+            credential_id_to_delete = cc_pair.credential_id
+
+            # Explicitly delete document by connector credential pair records before deleting the connector
+            # This is needed because connector_id is a primary key in that table and cascading deletes won't work
+            delete_all_documents_by_connector_credential_pair__no_commit(
+                db_session=db_session,
+                connector_id=connector_id_to_delete,
+                credential_id=credential_id_to_delete,
+            )
+
+            # Flush to ensure document deletion happens before connector deletion
+            db_session.flush()
+
+            # Expire the cc_pair to ensure SQLAlchemy doesn't try to manage its state
+            # related to the deleted DocumentByConnectorCredentialPair during commit
+            db_session.expire(cc_pair)
+
             # finally, delete the cc-pair
             delete_connector_credential_pair__no_commit(
                 db_session=db_session,
-                connector_id=cc_pair.connector_id,
-                credential_id=cc_pair.credential_id,
+                connector_id=connector_id_to_delete,
+                credential_id=credential_id_to_delete,
             )
             # if there are no credentials left, delete the connector
             connector = fetch_connector_by_id(
                 db_session=db_session,
-                connector_id=cc_pair.connector_id,
+                connector_id=connector_id_to_delete,
             )
             if not connector or not len(connector.credentials):
                 task_logger.info(
@@ -482,15 +506,15 @@ def monitor_connector_deletion_taskset(
 
             task_logger.exception(
                 f"Connector deletion exceptioned: "
-                f"cc_pair={cc_pair_id} connector={cc_pair.connector_id} credential={cc_pair.credential_id}"
+                f"cc_pair={cc_pair_id} connector={connector_id_to_delete} credential={credential_id_to_delete}"
             )
             raise e
 
     task_logger.info(
         f"Connector deletion succeeded: "
         f"cc_pair={cc_pair_id} "
-        f"connector={cc_pair.connector_id} "
-        f"credential={cc_pair.credential_id} "
+        f"connector={connector_id_to_delete} "
+        f"credential={credential_id_to_delete} "
         f"docs_deleted={fence_data.num_tasks}"
     )
 
@@ -540,7 +564,7 @@ def validate_connector_deletion_fences(
 def validate_connector_deletion_fence(
     tenant_id: str,
     key_bytes: bytes,
-    queued_tasks: set[str],
+    queued_upsert_tasks: set[str],
     r: Redis,
 ) -> None:
     """Checks for the error condition where an indexing fence is set but the associated celery tasks don't exist.
@@ -627,7 +651,7 @@ def validate_connector_deletion_fence(
 
         member_bytes = cast(bytes, member)
         member_str = member_bytes.decode("utf-8")
-        if member_str in queued_tasks:
+        if member_str in queued_upsert_tasks:
             continue
 
         tasks_not_in_celery += 1

backend/onyx/background/celery/tasks/doc_permission_syncing/tasks.py

@@ -17,6 +17,7 @@ from redis.exceptions import LockError
 from redis.lock import Lock as RedisLock
 from sqlalchemy.orm import Session
 
+from ee.onyx.configs.app_configs import DEFAULT_PERMISSION_DOC_SYNC_FREQUENCY
 from ee.onyx.db.connector_credential_pair import get_all_auto_sync_cc_pairs
 from ee.onyx.db.document import upsert_document_external_perms
 from ee.onyx.external_permissions.sync_params import DOC_PERMISSION_SYNC_PERIODS
@@ -46,7 +47,6 @@ from onyx.configs.constants import OnyxRedisSignals
 from onyx.connectors.factory import validate_ccpair_for_user
 from onyx.db.connector import mark_cc_pair_as_permissions_synced
 from onyx.db.connector_credential_pair import get_connector_credential_pair_from_id
-from onyx.db.connector_credential_pair import update_connector_credential_pair
 from onyx.db.document import upsert_document_by_connector_credential_pair
 from onyx.db.engine import get_session_with_current_tenant
 from onyx.db.enums import AccessType
@@ -64,11 +64,14 @@ from onyx.redis.redis_connector_doc_perm_sync import RedisConnectorPermissionSyn
 from onyx.redis.redis_pool import get_redis_client
 from onyx.redis.redis_pool import get_redis_replica_client
 from onyx.redis.redis_pool import redis_lock_dump
+from onyx.server.runtime.onyx_runtime import OnyxRuntime
 from onyx.server.utils import make_short_id
 from onyx.utils.logger import doc_permission_sync_ctx
 from onyx.utils.logger import format_error_for_logging
 from onyx.utils.logger import LoggerContextVars
 from onyx.utils.logger import setup_logger
+from onyx.utils.telemetry import optional_telemetry
+from onyx.utils.telemetry import RecordType
 
 
 logger = setup_logger()
@@ -105,9 +108,10 @@ def _is_external_doc_permissions_sync_due(cc_pair: ConnectorCredentialPair) -> b
 
     source_sync_period = DOC_PERMISSION_SYNC_PERIODS.get(cc_pair.connector.source)
 
-    # If RESTRICTED_FETCH_PERIOD[source] is None, we always run the sync.
     if not source_sync_period:
-        return True
+        source_sync_period = DEFAULT_PERMISSION_DOC_SYNC_FREQUENCY
+
+    source_sync_period *= int(OnyxRuntime.get_doc_permission_sync_multiplier())
 
     # If the last sync is greater than the full fetch period, we run the sync
     next_sync = last_perm_sync + timedelta(seconds=source_sync_period)
@@ -285,7 +289,7 @@ def try_creating_permissions_sync_task(
             ),
             queue=OnyxCeleryQueues.CONNECTOR_DOC_PERMISSIONS_SYNC,
             task_id=custom_task_id,
-            priority=OnyxCeleryPriority.HIGH,
+            priority=OnyxCeleryPriority.MEDIUM,
         )
 
         # fill in the celery task id
@@ -420,12 +424,7 @@ def connector_permission_sync_generator_task(
                 task_logger.exception(
                     f"validate_ccpair_permissions_sync exceptioned: cc_pair={cc_pair_id}"
                 )
-                update_connector_credential_pair(
-                    db_session=db_session,
-                    connector_id=cc_pair.connector.id,
-                    credential_id=cc_pair.credential.id,
-                    status=ConnectorCredentialPairStatus.INVALID,
-                )
+                # TODO: add some notification to the admins here
                 raise
 
             source_type = cc_pair.connector.source
@@ -453,23 +452,23 @@ def connector_permission_sync_generator_task(
             redis_connector.permissions.set_fence(new_payload)
 
             callback = PermissionSyncCallback(redis_connector, lock, r)
-            document_external_accesses: list[DocExternalAccess] = doc_sync_func(
-                cc_pair, callback
-            )
+            document_external_accesses = doc_sync_func(cc_pair, callback)
 
             task_logger.info(
                 f"RedisConnector.permissions.generate_tasks starting. cc_pair={cc_pair_id}"
             )
-            tasks_generated = redis_connector.permissions.generate_tasks(
-                celery_app=self.app,
-                lock=lock,
-                new_permissions=document_external_accesses,
-                source_string=source_type,
-                connector_id=cc_pair.connector.id,
-                credential_id=cc_pair.credential.id,
-            )
-            if tasks_generated is None:
-                return None
+
+            tasks_generated = 0
+            for doc_external_access in document_external_accesses:
+                redis_connector.permissions.generate_tasks(
+                    celery_app=self.app,
+                    lock=lock,
+                    new_permissions=[doc_external_access],
+                    source_string=source_type,
+                    connector_id=cc_pair.connector.id,
+                    credential_id=cc_pair.credential.id,
+                )
+                tasks_generated += 1
 
             task_logger.info(
                 f"RedisConnector.permissions.generate_tasks finished. "
@@ -881,6 +880,18 @@ def monitor_ccpair_permissions_taskset(
         f"remaining={remaining} "
         f"initial={initial}"
     )
+
+    # Add telemetry for permission syncing progress
+    optional_telemetry(
+        record_type=RecordType.PERMISSION_SYNC_PROGRESS,
+        data={
+            "cc_pair_id": cc_pair_id,
+            "total_docs_synced": initial if initial is not None else 0,
+            "remaining_docs_to_sync": remaining,
+        },
+        tenant_id=tenant_id,
+    )
+
     if remaining > 0:
         return
 
@@ -892,6 +903,13 @@ def monitor_ccpair_permissions_taskset(
         f"num_synced={initial}"
     )
 
+    # Add telemetry for permission syncing complete
+    optional_telemetry(
+        record_type=RecordType.PERMISSION_SYNC_COMPLETE,
+        data={"cc_pair_id": cc_pair_id},
+        tenant_id=tenant_id,
+    )
+
     update_sync_record_status(
         db_session=db_session,
         entity_id=cc_pair_id,

backend/onyx/background/celery/tasks/external_group_syncing/tasks.py

@@ -41,7 +41,6 @@ from onyx.connectors.exceptions import ConnectorValidationError
 from onyx.connectors.factory import validate_ccpair_for_user
 from onyx.db.connector import mark_cc_pair_as_external_group_synced
 from onyx.db.connector_credential_pair import get_connector_credential_pair_from_id
-from onyx.db.connector_credential_pair import update_connector_credential_pair
 from onyx.db.engine import get_session_with_current_tenant
 from onyx.db.enums import AccessType
 from onyx.db.enums import ConnectorCredentialPairStatus
@@ -272,7 +271,7 @@ def try_creating_external_group_sync_task(
             ),
             queue=OnyxCeleryQueues.CONNECTOR_EXTERNAL_GROUP_SYNC,
             task_id=custom_task_id,
-            priority=OnyxCeleryPriority.HIGH,
+            priority=OnyxCeleryPriority.MEDIUM,
         )
 
         payload.celery_task_id = result.id
@@ -402,12 +401,7 @@ def connector_external_group_sync_generator_task(
                 task_logger.exception(
                     f"validate_ccpair_permissions_sync exceptioned: cc_pair={cc_pair_id}"
                 )
-                update_connector_credential_pair(
-                    db_session=db_session,
-                    connector_id=cc_pair.connector.id,
-                    credential_id=cc_pair.credential.id,
-                    status=ConnectorCredentialPairStatus.INVALID,
-                )
+                # TODO: add some notification to the admins here
                 raise
 
             source_type = cc_pair.connector.source
@@ -425,12 +419,9 @@ def connector_external_group_sync_generator_task(
             try:
                 external_user_groups = ext_group_sync_func(tenant_id, cc_pair)
             except ConnectorValidationError as e:
-                msg = f"Error syncing external groups for {source_type} for cc_pair: {cc_pair_id} {e}"
-                update_connector_credential_pair(
-                    db_session=db_session,
-                    connector_id=cc_pair.connector.id,
-                    credential_id=cc_pair.credential.id,
-                    status=ConnectorCredentialPairStatus.INVALID,
+                # TODO: add some notification to the admins here
+                logger.exception(
+                    f"Error syncing external groups for {source_type} for cc_pair: {cc_pair_id} {e}"
                 )
                 raise e
 

backend/onyx/background/celery/tasks/indexing/tasks.py

@@ -23,6 +23,7 @@ from sqlalchemy.orm import Session
 
 from onyx.background.celery.apps.app_base import task_logger
 from onyx.background.celery.celery_utils import httpx_init_vespa_pool
+from onyx.background.celery.memory_monitoring import emit_process_memory
 from onyx.background.celery.tasks.indexing.utils import get_unfenced_index_attempt_ids
 from onyx.background.celery.tasks.indexing.utils import IndexingCallback
 from onyx.background.celery.tasks.indexing.utils import should_index
@@ -71,6 +72,7 @@ from onyx.redis.redis_pool import get_redis_replica_client
 from onyx.redis.redis_pool import redis_lock_dump
 from onyx.redis.redis_pool import SCAN_ITER_COUNT_DEFAULT
 from onyx.redis.redis_utils import is_fence
+from onyx.server.runtime.onyx_runtime import OnyxRuntime
 from onyx.utils.logger import setup_logger
 from onyx.utils.variable_functionality import global_version
 from shared_configs.configs import INDEXING_MODEL_SERVER_HOST
@@ -363,6 +365,7 @@ def check_for_indexing(self: Task, *, tenant_id: str) -> int | None:
     Occcasionally does some validation of existing state to clear up error conditions"""
 
     time_start = time.monotonic()
+    task_logger.warning("check_for_indexing - Starting")
 
     tasks_created = 0
     locked = False
@@ -400,7 +403,11 @@ def check_for_indexing(self: Task, *, tenant_id: str) -> int | None:
                     logger.warning(f"Adding {key_bytes} to the lookup table.")
                     redis_client.sadd(OnyxRedisConstants.ACTIVE_FENCES, key_bytes)
 
-            redis_client.set(OnyxRedisSignals.BLOCK_BUILD_FENCE_LOOKUP_TABLE, 1, ex=300)
+            redis_client.set(
+                OnyxRedisSignals.BLOCK_BUILD_FENCE_LOOKUP_TABLE,
+                1,
+                ex=OnyxRuntime.get_build_fence_lookup_table_interval(),
+            )
 
         # 1/3: KICKOFF
 
@@ -427,7 +434,9 @@ def check_for_indexing(self: Task, *, tenant_id: str) -> int | None:
         lock_beat.reacquire()
         cc_pair_ids: list[int] = []
         with get_session_with_current_tenant() as db_session:
-            cc_pairs = fetch_connector_credential_pairs(db_session)
+            cc_pairs = fetch_connector_credential_pairs(
+                db_session, include_user_files=True
+            )
             for cc_pair_entry in cc_pairs:
                 cc_pair_ids.append(cc_pair_entry.id)
 
@@ -446,12 +455,18 @@ def check_for_indexing(self: Task, *, tenant_id: str) -> int | None:
                         not search_settings_instance.status.is_current()
                         and not search_settings_instance.background_reindex_enabled
                     ):
+                        task_logger.warning("SKIPPING DUE TO NON-LIVE SEARCH SETTINGS")
+
                         continue
 
                     redis_connector_index = redis_connector.new_index(
                         search_settings_instance.id
                     )
                     if redis_connector_index.fenced:
+                        task_logger.info(
+                            f"check_for_indexing - Skipping fenced connector: "
+                            f"cc_pair={cc_pair_id} search_settings={search_settings_instance.id}"
+                        )
                         continue
 
                     cc_pair = get_connector_credential_pair_from_id(
@@ -459,6 +474,9 @@ def check_for_indexing(self: Task, *, tenant_id: str) -> int | None:
                         cc_pair_id=cc_pair_id,
                     )
                     if not cc_pair:
+                        task_logger.warning(
+                            f"check_for_indexing - CC pair not found: cc_pair={cc_pair_id}"
+                        )
                         continue
 
                     last_attempt = get_last_attempt_for_cc_pair(
@@ -472,7 +490,20 @@ def check_for_indexing(self: Task, *, tenant_id: str) -> int | None:
                         secondary_index_building=len(search_settings_list) > 1,
                         db_session=db_session,
                     ):
+                        task_logger.info(
+                            f"check_for_indexing - Not indexing cc_pair_id: {cc_pair_id} "
+                            f"search_settings={search_settings_instance.id}, "
+                            f"last_attempt={last_attempt.id if last_attempt else None}, "
+                            f"secondary_index_building={len(search_settings_list) > 1}"
+                        )
                         continue
+                    else:
+                        task_logger.info(
+                            f"check_for_indexing - Will index cc_pair_id: {cc_pair_id} "
+                            f"search_settings={search_settings_instance.id}, "
+                            f"last_attempt={last_attempt.id if last_attempt else None}, "
+                            f"secondary_index_building={len(search_settings_list) > 1}"
+                        )
 
                     reindex = False
                     if search_settings_instance.status.is_current():
@@ -511,6 +542,12 @@ def check_for_indexing(self: Task, *, tenant_id: str) -> int | None:
                             f"search_settings={search_settings_instance.id}"
                         )
                         tasks_created += 1
+                    else:
+                        task_logger.info(
+                            f"Failed to create indexing task: "
+                            f"cc_pair={cc_pair.id} "
+                            f"search_settings={search_settings_instance.id}"
+                        )
 
         lock_beat.reacquire()
 
@@ -984,6 +1021,9 @@ def connector_indexing_proxy_task(
     redis_connector = RedisConnector(tenant_id, cc_pair_id)
     redis_connector_index = redis_connector.new_index(search_settings_id)
 
+    # Track the last time memory info was emitted
+    last_memory_emit_time = 0.0
+
     try:
         with get_session_with_current_tenant() as db_session:
             index_attempt = get_index_attempt(
@@ -1024,6 +1064,23 @@ def connector_indexing_proxy_task(
                     job.release()
                     break
 
+            # log the memory usage for tracking down memory leaks / connector-specific memory issues
+            pid = job.process.pid
+            if pid is not None:
+                # Only emit memory info once per minute (60 seconds)
+                current_time = time.monotonic()
+                if current_time - last_memory_emit_time >= 60.0:
+                    emit_process_memory(
+                        pid,
+                        "indexing_worker",
+                        {
+                            "cc_pair_id": cc_pair_id,
+                            "search_settings_id": search_settings_id,
+                            "index_attempt_id": index_attempt_id,
+                        },
+                    )
+                    last_memory_emit_time = current_time
+
             # if a termination signal is detected, break (exit point will clean up)
             if self.request.id and redis_connector_index.terminating(self.request.id):
                 task_logger.warning(
@@ -1123,6 +1180,9 @@ def connector_indexing_proxy_task(
     if result.status == IndexingWatchdogTerminalStatus.TERMINATED_BY_SIGNAL:
         try:
             with get_session_with_current_tenant() as db_session:
+                logger.exception(
+                    f"Marking attempt {index_attempt_id} as canceled due to termination signal"
+                )
                 mark_attempt_canceled(
                     index_attempt_id,
                     db_session,
@@ -1170,6 +1230,7 @@ def connector_indexing_proxy_task(
     return
 
 
+# primary
 @shared_task(
     name=OnyxCeleryTask.CHECK_FOR_CHECKPOINT_CLEANUP,
     soft_time_limit=300,
@@ -1217,6 +1278,7 @@ def check_for_checkpoint_cleanup(*, tenant_id: str) -> None:
                 )
 
 
+# light worker
 @shared_task(
     name=OnyxCeleryTask.CLEANUP_CHECKPOINT,
     bind=True,

backend/onyx/background/celery/tasks/indexing/utils.py

@@ -371,6 +371,7 @@ def should_index(
 
     # don't kick off indexing for `NOT_APPLICABLE` sources
     if connector.source == DocumentSource.NOT_APPLICABLE:
+        print(f"Not indexing cc_pair={cc_pair.id}: NOT_APPLICABLE source")
         return False
 
     # User can still manually create single indexing attempts via the UI for the
@@ -380,6 +381,9 @@ def should_index(
             search_settings_instance.status == IndexModelStatus.PRESENT
             and secondary_index_building
         ):
+            print(
+                f"Not indexing cc_pair={cc_pair.id}: DISABLE_INDEX_UPDATE_ON_SWAP is True and secondary index building"
+            )
             return False
 
     # When switching over models, always index at least once
@@ -388,19 +392,31 @@ def should_index(
             # No new index if the last index attempt succeeded
             # Once is enough. The model will never be able to swap otherwise.
             if last_index.status == IndexingStatus.SUCCESS:
+                print(
+                    f"Not indexing cc_pair={cc_pair.id}: FUTURE model with successful last index attempt={last_index.id}"
+                )
                 return False
 
             # No new index if the last index attempt is waiting to start
             if last_index.status == IndexingStatus.NOT_STARTED:
+                print(
+                    f"Not indexing cc_pair={cc_pair.id}: FUTURE model with NOT_STARTED last index attempt={last_index.id}"
+                )
                 return False
 
             # No new index if the last index attempt is running
             if last_index.status == IndexingStatus.IN_PROGRESS:
+                print(
+                    f"Not indexing cc_pair={cc_pair.id}: FUTURE model with IN_PROGRESS last index attempt={last_index.id}"
+                )
                 return False
         else:
             if (
                 connector.id == 0 or connector.source == DocumentSource.INGESTION_API
             ):  # Ingestion API
+                print(
+                    f"Not indexing cc_pair={cc_pair.id}: FUTURE model with Ingestion API source"
+                )
                 return False
         return True
 
@@ -412,6 +428,9 @@ def should_index(
         or connector.id == 0
         or connector.source == DocumentSource.INGESTION_API
     ):
+        print(
+            f"Not indexing cc_pair={cc_pair.id}: Connector is paused or is Ingestion API"
+        )
         return False
 
     if search_settings_instance.status.is_current():
@@ -424,11 +443,16 @@ def should_index(
         return True
 
     if connector.refresh_freq is None:
+        print(f"Not indexing cc_pair={cc_pair.id}: refresh_freq is None")
         return False
 
     current_db_time = get_db_current_time(db_session)
     time_since_index = current_db_time - last_index.time_updated
     if time_since_index.total_seconds() < connector.refresh_freq:
+        print(
+            f"Not indexing cc_pair={cc_pair.id}: Last index attempt={last_index.id} "
+            f"too recent ({time_since_index.total_seconds()}s < {connector.refresh_freq}s)"
+        )
         return False
 
     return True
@@ -508,6 +532,13 @@ def try_creating_indexing_task(
 
         custom_task_id = redis_connector_index.generate_generator_task_id()
 
+        # Determine which queue to use based on whether this is a user file
+        queue = (
+            OnyxCeleryQueues.USER_FILES_INDEXING
+            if cc_pair.is_user_file
+            else OnyxCeleryQueues.CONNECTOR_INDEXING
+        )
+
         # when the task is sent, we have yet to finish setting up the fence
         # therefore, the task must contain code that blocks until the fence is ready
         result = celery_app.send_task(
@@ -518,7 +549,7 @@ def try_creating_indexing_task(
                 search_settings_id=search_settings.id,
                 tenant_id=tenant_id,
             ),
-            queue=OnyxCeleryQueues.CONNECTOR_INDEXING,
+            queue=queue,
             task_id=custom_task_id,
             priority=OnyxCeleryPriority.MEDIUM,
         )