refactor: migrate ModalHeader to Content layout

Modal.Header now uses opal Content component for icon + title rendering.
Description passed to Content directly with a hidden
DialogPrimitive.Description for accessibility. Close button absolutely
positioned per Figma mocks.

.github/actions/build-backend-image/action.yml

@@ -0,0 +1,73 @@
+name: "Build Backend Image"
+description: "Builds and pushes the backend Docker image with cache reuse"
+inputs:
+  runs-on-ecr-cache:
+    description: "ECR cache registry from runs-on/action"
+    required: true
+  ref-name:
+    description: "Git ref name used for cache suffix fallback"
+    required: true
+  pr-number:
+    description: "Optional PR number for cache suffix"
+    required: false
+    default: ""
+  github-sha:
+    description: "Commit SHA used for cache keys"
+    required: true
+  run-id:
+    description: "GitHub run ID used in output image tag"
+    required: true
+  docker-username:
+    description: "Docker Hub username"
+    required: true
+  docker-token:
+    description: "Docker Hub token"
+    required: true
+  docker-no-cache:
+    description: "Set to 'true' to disable docker build cache"
+    required: false
+    default: "false"
+runs:
+  using: "composite"
+  steps:
+    - name: Format branch name for cache
+      id: format-branch
+      shell: bash
+      env:
+        PR_NUMBER: ${{ inputs.pr-number }}
+        REF_NAME: ${{ inputs.ref-name }}
+      run: |
+        if [ -n "${PR_NUMBER}" ]; then
+          CACHE_SUFFIX="${PR_NUMBER}"
+        else
+          # shellcheck disable=SC2001
+          CACHE_SUFFIX=$(echo "${REF_NAME}" | sed 's/[^A-Za-z0-9._-]/-/g')
+        fi
+        echo "cache-suffix=${CACHE_SUFFIX}" >> "$GITHUB_OUTPUT"
+
+    - name: Set up Docker Buildx
+      uses: docker/setup-buildx-action@8d2750c68a42422c14e847fe6c8ac0403b4cbd6f # ratchet:docker/setup-buildx-action@v3
+
+    - name: Login to Docker Hub
+      uses: docker/login-action@c94ce9fb468520275223c153574b00df6fe4bcc9 # ratchet:docker/login-action@v3
+      with:
+        username: ${{ inputs.docker-username }}
+        password: ${{ inputs.docker-token }}
+
+    - name: Build and push Backend Docker image
+      uses: docker/build-push-action@263435318d21b8e681c14492fe198d362a7d2c83 # ratchet:docker/build-push-action@v6
+      with:
+        context: ./backend
+        file: ./backend/Dockerfile
+        push: true
+        tags: ${{ inputs.runs-on-ecr-cache }}:nightly-llm-it-backend-${{ inputs.run-id }}
+        cache-from: |
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:backend-cache-${{ inputs.github-sha }}
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:backend-cache-${{ steps.format-branch.outputs.cache-suffix }}
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:backend-cache
+          type=registry,ref=onyxdotapp/onyx-backend:latest
+        cache-to: |
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:backend-cache-${{ inputs.github-sha }},mode=max
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:backend-cache-${{ steps.format-branch.outputs.cache-suffix }},mode=max
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:backend-cache,mode=max
+        no-cache: ${{ inputs.docker-no-cache == 'true' }}

.github/actions/build-integration-image/action.yml

@@ -0,0 +1,75 @@
+name: "Build Integration Image"
+description: "Builds and pushes the integration test image with docker bake"
+inputs:
+  runs-on-ecr-cache:
+    description: "ECR cache registry from runs-on/action"
+    required: true
+  ref-name:
+    description: "Git ref name used for cache suffix fallback"
+    required: true
+  pr-number:
+    description: "Optional PR number for cache suffix"
+    required: false
+    default: ""
+  github-sha:
+    description: "Commit SHA used for cache keys"
+    required: true
+  run-id:
+    description: "GitHub run ID used in output image tag"
+    required: true
+  docker-username:
+    description: "Docker Hub username"
+    required: true
+  docker-token:
+    description: "Docker Hub token"
+    required: true
+runs:
+  using: "composite"
+  steps:
+    - name: Set up Docker Buildx
+      uses: docker/setup-buildx-action@8d2750c68a42422c14e847fe6c8ac0403b4cbd6f # ratchet:docker/setup-buildx-action@v3
+
+    - name: Login to Docker Hub
+      uses: docker/login-action@c94ce9fb468520275223c153574b00df6fe4bcc9 # ratchet:docker/login-action@v3
+      with:
+        username: ${{ inputs.docker-username }}
+        password: ${{ inputs.docker-token }}
+
+    - name: Format branch name for cache
+      id: format-branch
+      shell: bash
+      env:
+        PR_NUMBER: ${{ inputs.pr-number }}
+        REF_NAME: ${{ inputs.ref-name }}
+      run: |
+        if [ -n "${PR_NUMBER}" ]; then
+          CACHE_SUFFIX="${PR_NUMBER}"
+        else
+          # shellcheck disable=SC2001
+          CACHE_SUFFIX=$(echo "${REF_NAME}" | sed 's/[^A-Za-z0-9._-]/-/g')
+        fi
+        echo "cache-suffix=${CACHE_SUFFIX}" >> "$GITHUB_OUTPUT"
+
+    - name: Build and push integration test image with Docker Bake
+      shell: bash
+      env:
+        RUNS_ON_ECR_CACHE: ${{ inputs.runs-on-ecr-cache }}
+        TAG: nightly-llm-it-${{ inputs.run-id }}
+        CACHE_SUFFIX: ${{ steps.format-branch.outputs.cache-suffix }}
+        HEAD_SHA: ${{ inputs.github-sha }}
+      run: |
+        docker buildx bake --push \
+          --set backend.cache-from=type=registry,ref=${RUNS_ON_ECR_CACHE}:backend-cache-${HEAD_SHA} \
+          --set backend.cache-from=type=registry,ref=${RUNS_ON_ECR_CACHE}:backend-cache-${CACHE_SUFFIX} \
+          --set backend.cache-from=type=registry,ref=${RUNS_ON_ECR_CACHE}:backend-cache \
+          --set backend.cache-from=type=registry,ref=onyxdotapp/onyx-backend:latest \
+          --set backend.cache-to=type=registry,ref=${RUNS_ON_ECR_CACHE}:backend-cache-${HEAD_SHA},mode=max \
+          --set backend.cache-to=type=registry,ref=${RUNS_ON_ECR_CACHE}:backend-cache-${CACHE_SUFFIX},mode=max \
+          --set backend.cache-to=type=registry,ref=${RUNS_ON_ECR_CACHE}:backend-cache,mode=max \
+          --set integration.cache-from=type=registry,ref=${RUNS_ON_ECR_CACHE}:integration-cache-${HEAD_SHA} \
+          --set integration.cache-from=type=registry,ref=${RUNS_ON_ECR_CACHE}:integration-cache-${CACHE_SUFFIX} \
+          --set integration.cache-from=type=registry,ref=${RUNS_ON_ECR_CACHE}:integration-cache \
+          --set integration.cache-to=type=registry,ref=${RUNS_ON_ECR_CACHE}:integration-cache-${HEAD_SHA},mode=max \
+          --set integration.cache-to=type=registry,ref=${RUNS_ON_ECR_CACHE}:integration-cache-${CACHE_SUFFIX},mode=max \
+          --set integration.cache-to=type=registry,ref=${RUNS_ON_ECR_CACHE}:integration-cache,mode=max \
+          integration

.github/actions/build-model-server-image/action.yml

@@ -0,0 +1,68 @@
+name: "Build Model Server Image"
+description: "Builds and pushes the model server Docker image with cache reuse"
+inputs:
+  runs-on-ecr-cache:
+    description: "ECR cache registry from runs-on/action"
+    required: true
+  ref-name:
+    description: "Git ref name used for cache suffix fallback"
+    required: true
+  pr-number:
+    description: "Optional PR number for cache suffix"
+    required: false
+    default: ""
+  github-sha:
+    description: "Commit SHA used for cache keys"
+    required: true
+  run-id:
+    description: "GitHub run ID used in output image tag"
+    required: true
+  docker-username:
+    description: "Docker Hub username"
+    required: true
+  docker-token:
+    description: "Docker Hub token"
+    required: true
+runs:
+  using: "composite"
+  steps:
+    - name: Format branch name for cache
+      id: format-branch
+      shell: bash
+      env:
+        PR_NUMBER: ${{ inputs.pr-number }}
+        REF_NAME: ${{ inputs.ref-name }}
+      run: |
+        if [ -n "${PR_NUMBER}" ]; then
+          CACHE_SUFFIX="${PR_NUMBER}"
+        else
+          # shellcheck disable=SC2001
+          CACHE_SUFFIX=$(echo "${REF_NAME}" | sed 's/[^A-Za-z0-9._-]/-/g')
+        fi
+        echo "cache-suffix=${CACHE_SUFFIX}" >> "$GITHUB_OUTPUT"
+
+    - name: Set up Docker Buildx
+      uses: docker/setup-buildx-action@8d2750c68a42422c14e847fe6c8ac0403b4cbd6f # ratchet:docker/setup-buildx-action@v3
+
+    - name: Login to Docker Hub
+      uses: docker/login-action@c94ce9fb468520275223c153574b00df6fe4bcc9 # ratchet:docker/login-action@v3
+      with:
+        username: ${{ inputs.docker-username }}
+        password: ${{ inputs.docker-token }}
+
+    - name: Build and push Model Server Docker image
+      uses: docker/build-push-action@263435318d21b8e681c14492fe198d362a7d2c83 # ratchet:docker/build-push-action@v6
+      with:
+        context: ./backend
+        file: ./backend/Dockerfile.model_server
+        push: true
+        tags: ${{ inputs.runs-on-ecr-cache }}:nightly-llm-it-model-server-${{ inputs.run-id }}
+        cache-from: |
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:model-server-cache-${{ inputs.github-sha }}
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:model-server-cache-${{ steps.format-branch.outputs.cache-suffix }}
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:model-server-cache
+          type=registry,ref=onyxdotapp/onyx-model-server:latest
+        cache-to: |
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:model-server-cache-${{ inputs.github-sha }},mode=max
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:model-server-cache-${{ steps.format-branch.outputs.cache-suffix }},mode=max
+          type=registry,ref=${{ inputs.runs-on-ecr-cache }}:model-server-cache,mode=max

.github/actions/run-nightly-provider-chat-test/action.yml

@@ -0,0 +1,130 @@
+name: "Run Nightly Provider Chat Test"
+description: "Starts required compose services and runs nightly provider integration test"
+inputs:
+  provider:
+    description: "Provider slug for NIGHTLY_LLM_PROVIDER"
+    required: true
+  models:
+    description: "Comma-separated model list for NIGHTLY_LLM_MODELS"
+    required: true
+  provider-api-key:
+    description: "API key for NIGHTLY_LLM_API_KEY"
+    required: false
+    default: ""
+  strict:
+    description: "String true/false for NIGHTLY_LLM_STRICT"
+    required: true
+  api-base:
+    description: "Optional NIGHTLY_LLM_API_BASE"
+    required: false
+    default: ""
+  api-version:
+    description: "Optional NIGHTLY_LLM_API_VERSION"
+    required: false
+    default: ""
+  deployment-name:
+    description: "Optional NIGHTLY_LLM_DEPLOYMENT_NAME"
+    required: false
+    default: ""
+  custom-config-json:
+    description: "Optional NIGHTLY_LLM_CUSTOM_CONFIG_JSON"
+    required: false
+    default: ""
+  runs-on-ecr-cache:
+    description: "ECR cache registry from runs-on/action"
+    required: true
+  run-id:
+    description: "GitHub run ID used in image tags"
+    required: true
+  docker-username:
+    description: "Docker Hub username"
+    required: true
+  docker-token:
+    description: "Docker Hub token"
+    required: true
+runs:
+  using: "composite"
+  steps:
+    - name: Login to Docker Hub
+      uses: docker/login-action@c94ce9fb468520275223c153574b00df6fe4bcc9 # ratchet:docker/login-action@v3
+      with:
+        username: ${{ inputs.docker-username }}
+        password: ${{ inputs.docker-token }}
+
+    - name: Create .env file for Docker Compose
+      shell: bash
+      env:
+        ECR_CACHE: ${{ inputs.runs-on-ecr-cache }}
+        RUN_ID: ${{ inputs.run-id }}
+      run: |
+        cat <<EOF2 > deployment/docker_compose/.env
+        COMPOSE_PROFILES=s3-filestore
+        ENABLE_PAID_ENTERPRISE_EDITION_FEATURES=true
+        LICENSE_ENFORCEMENT_ENABLED=false
+        AUTH_TYPE=basic
+        POSTGRES_POOL_PRE_PING=true
+        POSTGRES_USE_NULL_POOL=true
+        REQUIRE_EMAIL_VERIFICATION=false
+        DISABLE_TELEMETRY=true
+        INTEGRATION_TESTS_MODE=true
+        AUTO_LLM_UPDATE_INTERVAL_SECONDS=10
+        AWS_REGION_NAME=us-west-2
+        ONYX_BACKEND_IMAGE=${ECR_CACHE}:nightly-llm-it-backend-${RUN_ID}
+        ONYX_MODEL_SERVER_IMAGE=${ECR_CACHE}:nightly-llm-it-model-server-${RUN_ID}
+        EOF2
+
+    - name: Start Docker containers
+      shell: bash
+      run: |
+        cd deployment/docker_compose
+        docker compose -f docker-compose.yml -f docker-compose.dev.yml up -d --wait \
+          relational_db \
+          index \
+          cache \
+          minio \
+          api_server \
+          inference_model_server
+
+    - name: Run nightly provider integration test
+      uses: nick-fields/retry@ce71cc2ab81d554ebbe88c79ab5975992d79ba08 # ratchet:nick-fields/retry@v3
+      env:
+        MODELS: ${{ inputs.models }}
+        NIGHTLY_LLM_PROVIDER: ${{ inputs.provider }}
+        NIGHTLY_LLM_API_KEY: ${{ inputs.provider-api-key }}
+        NIGHTLY_LLM_API_BASE: ${{ inputs.api-base }}
+        NIGHTLY_LLM_API_VERSION: ${{ inputs.api-version }}
+        NIGHTLY_LLM_DEPLOYMENT_NAME: ${{ inputs.deployment-name }}
+        NIGHTLY_LLM_CUSTOM_CONFIG_JSON: ${{ inputs.custom-config-json }}
+        NIGHTLY_LLM_STRICT: ${{ inputs.strict }}
+        RUNS_ON_ECR_CACHE: ${{ inputs.runs-on-ecr-cache }}
+        RUN_ID: ${{ inputs.run-id }}
+      with:
+        timeout_minutes: 20
+        max_attempts: 2
+        retry_wait_seconds: 10
+        command: |
+          docker run --rm --network onyx_default \
+            --name test-runner \
+            -e POSTGRES_HOST=relational_db \
+            -e POSTGRES_USER=postgres \
+            -e POSTGRES_PASSWORD=password \
+            -e POSTGRES_DB=postgres \
+            -e DB_READONLY_USER=db_readonly_user \
+            -e DB_READONLY_PASSWORD=password \
+            -e POSTGRES_POOL_PRE_PING=true \
+            -e POSTGRES_USE_NULL_POOL=true \
+            -e VESPA_HOST=index \
+            -e REDIS_HOST=cache \
+            -e API_SERVER_HOST=api_server \
+            -e TEST_WEB_HOSTNAME=test-runner \
+            -e AWS_REGION_NAME=us-west-2 \
+            -e NIGHTLY_LLM_PROVIDER="${NIGHTLY_LLM_PROVIDER}" \
+            -e NIGHTLY_LLM_MODELS="${MODELS}" \
+            -e NIGHTLY_LLM_API_KEY="${NIGHTLY_LLM_API_KEY}" \
+            -e NIGHTLY_LLM_API_BASE="${NIGHTLY_LLM_API_BASE}" \
+            -e NIGHTLY_LLM_API_VERSION="${NIGHTLY_LLM_API_VERSION}" \
+            -e NIGHTLY_LLM_DEPLOYMENT_NAME="${NIGHTLY_LLM_DEPLOYMENT_NAME}" \
+            -e NIGHTLY_LLM_CUSTOM_CONFIG_JSON="${NIGHTLY_LLM_CUSTOM_CONFIG_JSON}" \
+            -e NIGHTLY_LLM_STRICT="${NIGHTLY_LLM_STRICT}" \
+            ${RUNS_ON_ECR_CACHE}:nightly-llm-it-${RUN_ID} \
+            /app/tests/integration/tests/llm_workflows/test_nightly_provider_chat_workflow.py

.github/workflows/nightly-llm-provider-chat.yml

@@ -0,0 +1,56 @@
+name: Nightly LLM Provider Chat Tests
+concurrency:
+  group: Nightly-LLM-Provider-Chat-${{ github.workflow }}-${{ github.ref_name }}
+  cancel-in-progress: true
+
+on:
+  schedule:
+    # Runs daily at 10:30 UTC (2:30 AM PST / 3:30 AM PDT)
+    - cron: "30 10 * * *"
+  workflow_dispatch:
+
+permissions:
+  contents: read
+
+jobs:
+  provider-chat-test:
+    uses: ./.github/workflows/reusable-nightly-llm-provider-chat.yml
+    with:
+      openai_models: ${{ vars.NIGHTLY_LLM_OPENAI_MODELS }}
+      anthropic_models: ${{ vars.NIGHTLY_LLM_ANTHROPIC_MODELS }}
+      bedrock_models: ${{ vars.NIGHTLY_LLM_BEDROCK_MODELS }}
+      vertex_ai_models: ${{ vars.NIGHTLY_LLM_VERTEX_AI_MODELS }}
+      azure_models: ${{ vars.NIGHTLY_LLM_AZURE_MODELS }}
+      azure_api_base: ${{ vars.NIGHTLY_LLM_AZURE_API_BASE }}
+      ollama_models: ${{ vars.NIGHTLY_LLM_OLLAMA_MODELS }}
+      openrouter_models: ${{ vars.NIGHTLY_LLM_OPENROUTER_MODELS }}
+      strict: true
+    secrets:
+      openai_api_key: ${{ secrets.OPENAI_API_KEY }}
+      anthropic_api_key: ${{ secrets.ANTHROPIC_API_KEY }}
+      bedrock_api_key: ${{ secrets.BEDROCK_API_KEY }}
+      vertex_ai_custom_config_json: ${{ secrets.NIGHTLY_LLM_VERTEX_AI_CUSTOM_CONFIG_JSON }}
+      azure_api_key: ${{ secrets.AZURE_API_KEY }}
+      ollama_api_key: ${{ secrets.OLLAMA_API_KEY }}
+      openrouter_api_key: ${{ secrets.OPENROUTER_API_KEY }}
+      DOCKER_USERNAME: ${{ secrets.DOCKER_USERNAME }}
+      DOCKER_TOKEN: ${{ secrets.DOCKER_TOKEN }}
+
+  notify-slack-on-failure:
+    needs: [provider-chat-test]
+    if: failure() && github.event_name == 'schedule'
+    runs-on: ubuntu-slim
+    timeout-minutes: 5
+    steps:
+      - name: Checkout
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # ratchet:actions/checkout@v6
+        with:
+          persist-credentials: false
+
+      - name: Send Slack notification
+        uses: ./.github/actions/slack-notify
+        with:
+          webhook-url: ${{ secrets.SLACK_WEBHOOK }}
+          failed-jobs: provider-chat-test
+          title: "🚨 Scheduled LLM Provider Chat Tests failed!"
+          ref-name: ${{ github.ref_name }}

.github/workflows/post-merge-beta-cherry-pick.yml

@@ -114,8 +114,10 @@ jobs:
 
       - name: Mark workflow as failed if cherry-pick failed
         if: steps.gate.outputs.should_cherrypick == 'true' && steps.run_cherry_pick.outputs.status == 'failure'
+        env:
+          CHERRY_PICK_REASON: ${{ steps.run_cherry_pick.outputs.reason }}
         run: |
-          echo "::error::Automated cherry-pick failed (${{ steps.run_cherry_pick.outputs.reason }})."
+          echo "::error::Automated cherry-pick failed (${CHERRY_PICK_REASON})."
           exit 1
 
   notify-slack-on-cherry-pick-failure:

.github/workflows/pr-playwright-tests.yml

@@ -603,7 +603,7 @@ jobs:
       pull-requests: write
     steps:
       - name: Download visual diff summaries
-        uses: actions/download-artifact@95815c38cf2ff2164869cbab79da8d1f422bc89e # ratchet:actions/download-artifact@v4
+        uses: actions/download-artifact@37930b1c2abaa49bbe596cd826c3c89aef350131
         with:
           pattern: screenshot-diff-summary-*
           path: summaries/

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

@@ -89,6 +89,10 @@ env:
   SHAREPOINT_CLIENT_SECRET: ${{ secrets.SHAREPOINT_CLIENT_SECRET }}
   SHAREPOINT_CLIENT_DIRECTORY_ID: ${{ vars.SHAREPOINT_CLIENT_DIRECTORY_ID }}
   SHAREPOINT_SITE: ${{ vars.SHAREPOINT_SITE }}
+  PERM_SYNC_SHAREPOINT_CLIENT_ID: ${{ secrets.PERM_SYNC_SHAREPOINT_CLIENT_ID }}
+  PERM_SYNC_SHAREPOINT_PRIVATE_KEY: ${{ secrets.PERM_SYNC_SHAREPOINT_PRIVATE_KEY }}
+  PERM_SYNC_SHAREPOINT_CERTIFICATE_PASSWORD: ${{ secrets.PERM_SYNC_SHAREPOINT_CERTIFICATE_PASSWORD }}
+  PERM_SYNC_SHAREPOINT_DIRECTORY_ID: ${{ secrets.PERM_SYNC_SHAREPOINT_DIRECTORY_ID }}
 
   # Github
   ACCESS_TOKEN_GITHUB: ${{ secrets.ACCESS_TOKEN_GITHUB }}

.github/workflows/reusable-nightly-llm-provider-chat.yml

@@ -0,0 +1,282 @@
+name: Reusable Nightly LLM Provider Chat Tests
+
+on:
+  workflow_call:
+    inputs:
+      openai_models:
+        description: "Comma-separated models for openai"
+        required: false
+        default: ""
+        type: string
+      anthropic_models:
+        description: "Comma-separated models for anthropic"
+        required: false
+        default: ""
+        type: string
+      bedrock_models:
+        description: "Comma-separated models for bedrock"
+        required: false
+        default: ""
+        type: string
+      vertex_ai_models:
+        description: "Comma-separated models for vertex_ai"
+        required: false
+        default: ""
+        type: string
+      azure_models:
+        description: "Comma-separated models for azure"
+        required: false
+        default: ""
+        type: string
+      ollama_models:
+        description: "Comma-separated models for ollama_chat"
+        required: false
+        default: ""
+        type: string
+      openrouter_models:
+        description: "Comma-separated models for openrouter"
+        required: false
+        default: ""
+        type: string
+      azure_api_base:
+        description: "API base for azure provider"
+        required: false
+        default: ""
+        type: string
+      strict:
+        description: "Default NIGHTLY_LLM_STRICT passed to tests"
+        required: false
+        default: true
+        type: boolean
+    secrets:
+      openai_api_key:
+        required: false
+      anthropic_api_key:
+        required: false
+      bedrock_api_key:
+        required: false
+      vertex_ai_custom_config_json:
+        required: false
+      azure_api_key:
+        required: false
+      ollama_api_key:
+        required: false
+      openrouter_api_key:
+        required: false
+      DOCKER_USERNAME:
+        required: true
+      DOCKER_TOKEN:
+        required: true
+
+permissions:
+  contents: read
+
+jobs:
+  build-backend-image:
+    runs-on:
+      [
+        runs-on,
+        runner=1cpu-linux-arm64,
+        "run-id=${{ github.run_id }}-build-backend-image",
+        "extras=ecr-cache",
+      ]
+    timeout-minutes: 45
+    steps:
+      - uses: runs-on/action@cd2b598b0515d39d78c38a02d529db87d2196d1e # ratchet:runs-on/action@v2
+
+      - name: Checkout code
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # ratchet:actions/checkout@v6
+        with:
+          persist-credentials: false
+
+      - name: Build backend image
+        uses: ./.github/actions/build-backend-image
+        with:
+          runs-on-ecr-cache: ${{ env.RUNS_ON_ECR_CACHE }}
+          ref-name: ${{ github.ref_name }}
+          pr-number: ${{ github.event.pull_request.number }}
+          github-sha: ${{ github.sha }}
+          run-id: ${{ github.run_id }}
+          docker-username: ${{ secrets.DOCKER_USERNAME }}
+          docker-token: ${{ secrets.DOCKER_TOKEN }}
+          docker-no-cache: ${{ vars.DOCKER_NO_CACHE == 'true' && 'true' || 'false' }}
+
+  build-model-server-image:
+    runs-on:
+      [
+        runs-on,
+        runner=1cpu-linux-arm64,
+        "run-id=${{ github.run_id }}-build-model-server-image",
+        "extras=ecr-cache",
+      ]
+    timeout-minutes: 45
+    steps:
+      - uses: runs-on/action@cd2b598b0515d39d78c38a02d529db87d2196d1e # ratchet:runs-on/action@v2
+
+      - name: Checkout code
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # ratchet:actions/checkout@v6
+        with:
+          persist-credentials: false
+
+      - name: Build model server image
+        uses: ./.github/actions/build-model-server-image
+        with:
+          runs-on-ecr-cache: ${{ env.RUNS_ON_ECR_CACHE }}
+          ref-name: ${{ github.ref_name }}
+          pr-number: ${{ github.event.pull_request.number }}
+          github-sha: ${{ github.sha }}
+          run-id: ${{ github.run_id }}
+          docker-username: ${{ secrets.DOCKER_USERNAME }}
+          docker-token: ${{ secrets.DOCKER_TOKEN }}
+
+  build-integration-image:
+    runs-on:
+      [
+        runs-on,
+        runner=2cpu-linux-arm64,
+        "run-id=${{ github.run_id }}-build-integration-image",
+        "extras=ecr-cache",
+      ]
+    timeout-minutes: 45
+    steps:
+      - uses: runs-on/action@cd2b598b0515d39d78c38a02d529db87d2196d1e # ratchet:runs-on/action@v2
+
+      - name: Checkout code
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # ratchet:actions/checkout@v6
+        with:
+          persist-credentials: false
+
+      - name: Build integration image
+        uses: ./.github/actions/build-integration-image
+        with:
+          runs-on-ecr-cache: ${{ env.RUNS_ON_ECR_CACHE }}
+          ref-name: ${{ github.ref_name }}
+          pr-number: ${{ github.event.pull_request.number }}
+          github-sha: ${{ github.sha }}
+          run-id: ${{ github.run_id }}
+          docker-username: ${{ secrets.DOCKER_USERNAME }}
+          docker-token: ${{ secrets.DOCKER_TOKEN }}
+
+  provider-chat-test:
+    needs:
+      [
+        build-backend-image,
+        build-model-server-image,
+        build-integration-image,
+      ]
+    strategy:
+      fail-fast: false
+      matrix:
+        include:
+          - provider: openai
+            models: ${{ inputs.openai_models }}
+            api_key_secret: openai_api_key
+            custom_config_secret: ""
+            api_base: ""
+            api_version: ""
+            deployment_name: ""
+            required: true
+          - provider: anthropic
+            models: ${{ inputs.anthropic_models }}
+            api_key_secret: anthropic_api_key
+            custom_config_secret: ""
+            api_base: ""
+            api_version: ""
+            deployment_name: ""
+            required: true
+          - provider: bedrock
+            models: ${{ inputs.bedrock_models }}
+            api_key_secret: bedrock_api_key
+            custom_config_secret: ""
+            api_base: ""
+            api_version: ""
+            deployment_name: ""
+            required: false
+          - provider: vertex_ai
+            models: ${{ inputs.vertex_ai_models }}
+            api_key_secret: ""
+            custom_config_secret: vertex_ai_custom_config_json
+            api_base: ""
+            api_version: ""
+            deployment_name: ""
+            required: false
+          - provider: azure
+            models: ${{ inputs.azure_models }}
+            api_key_secret: azure_api_key
+            custom_config_secret: ""
+            api_base: ${{ inputs.azure_api_base }}
+            api_version: "2025-04-01-preview"
+            deployment_name: ""
+            required: false
+          - provider: ollama_chat
+            models: ${{ inputs.ollama_models }}
+            api_key_secret: ollama_api_key
+            custom_config_secret: ""
+            api_base: "https://ollama.com"
+            api_version: ""
+            deployment_name: ""
+            required: false
+          - provider: openrouter
+            models: ${{ inputs.openrouter_models }}
+            api_key_secret: openrouter_api_key
+            custom_config_secret: ""
+            api_base: "https://openrouter.ai/api/v1"
+            api_version: ""
+            deployment_name: ""
+            required: false
+    runs-on:
+      - runs-on
+      - runner=4cpu-linux-arm64
+      - "run-id=${{ github.run_id }}-nightly-${{ matrix.provider }}-provider-chat-test"
+      - extras=ecr-cache
+    timeout-minutes: 45
+    steps:
+      - uses: runs-on/action@cd2b598b0515d39d78c38a02d529db87d2196d1e # ratchet:runs-on/action@v2
+
+      - name: Checkout code
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # ratchet:actions/checkout@v6
+        with:
+          persist-credentials: false
+
+      - name: Run nightly provider chat test
+        uses: ./.github/actions/run-nightly-provider-chat-test
+        with:
+          provider: ${{ matrix.provider }}
+          models: ${{ matrix.models }}
+          provider-api-key: ${{ matrix.api_key_secret && secrets[matrix.api_key_secret] || '' }}
+          strict: ${{ inputs.strict && 'true' || 'false' }}
+          api-base: ${{ matrix.api_base }}
+          api-version: ${{ matrix.api_version }}
+          deployment-name: ${{ matrix.deployment_name }}
+          custom-config-json: ${{ matrix.custom_config_secret && secrets[matrix.custom_config_secret] || '' }}
+          runs-on-ecr-cache: ${{ env.RUNS_ON_ECR_CACHE }}
+          run-id: ${{ github.run_id }}
+          docker-username: ${{ secrets.DOCKER_USERNAME }}
+          docker-token: ${{ secrets.DOCKER_TOKEN }}
+
+      - name: Dump API server logs
+        if: always()
+        run: |
+          cd deployment/docker_compose
+          docker compose logs --no-color api_server > $GITHUB_WORKSPACE/api_server.log || true
+
+      - name: Dump all-container logs
+        if: always()
+        run: |
+          cd deployment/docker_compose
+          docker compose logs --no-color > $GITHUB_WORKSPACE/docker-compose.log || true
+
+      - name: Upload logs
+        if: always()
+        uses: actions/upload-artifact@b7c566a772e6b6bfb58ed0dc250532a479d7789f
+        with:
+          name: docker-all-logs-nightly-${{ matrix.provider }}-llm-provider
+          path: |
+            ${{ github.workspace }}/api_server.log
+            ${{ github.workspace }}/docker-compose.log
+
+      - name: Stop Docker containers
+        if: always()
+        run: |
+          cd deployment/docker_compose
+          docker compose down -v

backend/alembic/versions/57122d037335_add_python_tool_on_default.py

@@ -0,0 +1,69 @@
+"""add python tool on default
+
+Revision ID: 57122d037335
+Revises: c0c937d5c9e5
+Create Date: 2026-02-27 10:10:40.124925
+
+"""
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = "57122d037335"
+down_revision = "c0c937d5c9e5"
+branch_labels = None
+depends_on = None
+
+
+PYTHON_TOOL_NAME = "python"
+
+
+def upgrade() -> None:
+    conn = op.get_bind()
+
+    # Look up the PythonTool id
+    result = conn.execute(
+        sa.text("SELECT id FROM tool WHERE name = :name"),
+        {"name": PYTHON_TOOL_NAME},
+    ).fetchone()
+
+    if not result:
+        return
+
+    tool_id = result[0]
+
+    # Attach to the default persona (id=0) if not already attached
+    conn.execute(
+        sa.text(
+            """
+            INSERT INTO persona__tool (persona_id, tool_id)
+            VALUES (0, :tool_id)
+            ON CONFLICT DO NOTHING
+            """
+        ),
+        {"tool_id": tool_id},
+    )
+
+
+def downgrade() -> None:
+    conn = op.get_bind()
+
+    result = conn.execute(
+        sa.text("SELECT id FROM tool WHERE name = :name"),
+        {"name": PYTHON_TOOL_NAME},
+    ).fetchone()
+
+    if not result:
+        return
+
+    conn.execute(
+        sa.text(
+            """
+            DELETE FROM persona__tool
+            WHERE persona_id = 0 AND tool_id = :tool_id
+            """
+        ),
+        {"tool_id": result[0]},
+    )

backend/alembic/versions/8ffcc2bcfc11_add_needs_persona_sync_to_user_file.py

@@ -0,0 +1,33 @@
+"""add needs_persona_sync to user_file
+
+Revision ID: 8ffcc2bcfc11
+Revises: 7616121f6e97
+Create Date: 2026-02-23 10:48:48.343826
+
+"""
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = "8ffcc2bcfc11"
+down_revision = "7616121f6e97"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "user_file",
+        sa.Column(
+            "needs_persona_sync",
+            sa.Boolean(),
+            nullable=False,
+            server_default=sa.text("false"),
+        ),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("user_file", "needs_persona_sync")

backend/alembic/versions/c0c937d5c9e5_llm_provider_deprecate_fields.py

@@ -0,0 +1,70 @@
+"""llm provider deprecate fields
+
+Revision ID: c0c937d5c9e5
+Revises: 8ffcc2bcfc11
+Create Date: 2026-02-25 17:35:46.125102
+
+"""
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = "c0c937d5c9e5"
+down_revision = "8ffcc2bcfc11"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # Make default_model_name nullable (was NOT NULL)
+    op.alter_column(
+        "llm_provider",
+        "default_model_name",
+        existing_type=sa.String(),
+        nullable=True,
+    )
+
+    # Drop unique constraint on is_default_provider (defaults now tracked via LLMModelFlow)
+    op.drop_constraint(
+        "llm_provider_is_default_provider_key",
+        "llm_provider",
+        type_="unique",
+    )
+
+    # Remove server_default from is_default_vision_provider (was server_default=false())
+    op.alter_column(
+        "llm_provider",
+        "is_default_vision_provider",
+        existing_type=sa.Boolean(),
+        server_default=None,
+    )
+
+
+def downgrade() -> None:
+    # Restore default_model_name to NOT NULL (set empty string for any NULLs first)
+    op.execute(
+        "UPDATE llm_provider SET default_model_name = '' WHERE default_model_name IS NULL"
+    )
+    op.alter_column(
+        "llm_provider",
+        "default_model_name",
+        existing_type=sa.String(),
+        nullable=False,
+    )
+
+    # Restore unique constraint on is_default_provider
+    op.create_unique_constraint(
+        "llm_provider_is_default_provider_key",
+        "llm_provider",
+        ["is_default_provider"],
+    )
+
+    # Restore server_default for is_default_vision_provider
+    op.alter_column(
+        "llm_provider",
+        "is_default_vision_provider",
+        existing_type=sa.Boolean(),
+        server_default=sa.false(),
+    )

backend/ee/onyx/db/scim.py

@@ -34,6 +34,7 @@ from sqlalchemy.dialects.postgresql import insert as pg_insert
 
 from ee.onyx.server.scim.filtering import ScimFilter
 from ee.onyx.server.scim.filtering import ScimFilterOperator
+from ee.onyx.server.scim.models import ScimMappingFields
 from onyx.db.dal import DAL
 from onyx.db.models import ScimGroupMapping
 from onyx.db.models import ScimToken
@@ -128,12 +129,19 @@ class ScimDAL(DAL):
         external_id: str,
         user_id: UUID,
         scim_username: str | None = None,
+        fields: ScimMappingFields | None = None,
     ) -> ScimUserMapping:
         """Create a mapping between a SCIM externalId and an Onyx user."""
+        f = fields or ScimMappingFields()
         mapping = ScimUserMapping(
             external_id=external_id,
             user_id=user_id,
             scim_username=scim_username,
+            department=f.department,
+            manager=f.manager,
+            given_name=f.given_name,
+            family_name=f.family_name,
+            scim_emails_json=f.scim_emails_json,
         )
         self._session.add(mapping)
         self._session.flush()
@@ -311,8 +319,14 @@ class ScimDAL(DAL):
         user_id: UUID,
         new_external_id: str | None,
         scim_username: str | None = None,
+        fields: ScimMappingFields | None = None,
     ) -> None:
-        """Create, update, or delete the external ID mapping for a user."""
+        """Create, update, or delete the external ID mapping for a user.
+
+        When *fields* is provided, all mapping fields are written
+        unconditionally — including ``None`` values — so that a caller can
+        clear a previously-set field (e.g. removing a department).
+        """
         mapping = self.get_user_mapping_by_user_id(user_id)
         if new_external_id:
             if mapping:
@@ -320,11 +334,18 @@ class ScimDAL(DAL):
                     mapping.external_id = new_external_id
                 if scim_username is not None:
                     mapping.scim_username = scim_username
+                if fields is not None:
+                    mapping.department = fields.department
+                    mapping.manager = fields.manager
+                    mapping.given_name = fields.given_name
+                    mapping.family_name = fields.family_name
+                    mapping.scim_emails_json = fields.scim_emails_json
             else:
                 self.create_user_mapping(
                     external_id=new_external_id,
                     user_id=user_id,
                     scim_username=scim_username,
+                    fields=fields,
                 )
         elif mapping:
             self.delete_user_mapping(mapping.id)

backend/ee/onyx/external_permissions/sharepoint/permission_utils.py

@@ -4,7 +4,6 @@ from collections import deque
 from collections.abc import Callable
 from collections.abc import Generator
 from typing import Any
-from urllib.parse import unquote
 from urllib.parse import urlparse
 
 import requests as _requests
@@ -598,8 +597,12 @@ def get_external_access_from_sharepoint(
         )
     elif site_page:
         site_url = site_page.get("webUrl")
-        # Prefer server-relative URL to avoid OData filters that break on apostrophes
-        server_relative_url = unquote(urlparse(site_url).path)
+        # Keep percent-encoding intact so the path matches the encoding
+        # used by the Office365 library's SPResPath.create_relative(),
+        # which compares against urlparse(context.base_url).path.
+        # Decoding (e.g. %27 → ') causes a mismatch that duplicates
+        # the site prefix in the constructed URL.
+        server_relative_url = urlparse(site_url).path
         file_obj = client_context.web.get_file_by_server_relative_url(
             server_relative_url
         )

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

@@ -26,14 +26,14 @@ from sqlalchemy.orm import Session
 from ee.onyx.db.scim import ScimDAL
 from ee.onyx.server.scim.auth import verify_scim_token
 from ee.onyx.server.scim.filtering import parse_scim_filter
+from ee.onyx.server.scim.models import SCIM_LIST_RESPONSE_SCHEMA
 from ee.onyx.server.scim.models import ScimError
 from ee.onyx.server.scim.models import ScimGroupMember
 from ee.onyx.server.scim.models import ScimGroupResource
 from ee.onyx.server.scim.models import ScimListResponse
+from ee.onyx.server.scim.models import ScimMappingFields
 from ee.onyx.server.scim.models import ScimName
 from ee.onyx.server.scim.models import ScimPatchRequest
-from ee.onyx.server.scim.models import ScimResourceType
-from ee.onyx.server.scim.models import ScimSchemaDefinition
 from ee.onyx.server.scim.models import ScimServiceProviderConfig
 from ee.onyx.server.scim.models import ScimUserResource
 from ee.onyx.server.scim.patch import apply_group_patch
@@ -41,6 +41,8 @@ from ee.onyx.server.scim.patch import apply_user_patch
 from ee.onyx.server.scim.patch import ScimPatchError
 from ee.onyx.server.scim.providers.base import get_default_provider
 from ee.onyx.server.scim.providers.base import ScimProvider
+from ee.onyx.server.scim.providers.base import serialize_emails
+from ee.onyx.server.scim.schema_definitions import ENTERPRISE_USER_SCHEMA_DEF
 from ee.onyx.server.scim.schema_definitions import GROUP_RESOURCE_TYPE
 from ee.onyx.server.scim.schema_definitions import GROUP_SCHEMA_DEF
 from ee.onyx.server.scim.schema_definitions import SERVICE_PROVIDER_CONFIG
@@ -48,15 +50,28 @@ from ee.onyx.server.scim.schema_definitions import USER_RESOURCE_TYPE
 from ee.onyx.server.scim.schema_definitions import USER_SCHEMA_DEF
 from onyx.db.engine.sql_engine import get_session
 from onyx.db.models import ScimToken
+from onyx.db.models import ScimUserMapping
 from onyx.db.models import User
 from onyx.db.models import UserGroup
 from onyx.db.models import UserRole
+from onyx.utils.logger import setup_logger
 from onyx.utils.variable_functionality import fetch_ee_implementation_or_noop
 
+logger = setup_logger()
+
+
+class ScimJSONResponse(JSONResponse):
+    """JSONResponse with Content-Type: application/scim+json (RFC 7644 §3.1)."""
+
+    media_type = "application/scim+json"
+
+
 # NOTE: All URL paths in this router (/ServiceProviderConfig, /ResourceTypes,
 # /Schemas, /Users, /Groups) are mandated by the SCIM spec (RFC 7643/7644).
 # IdPs like Okta and Azure AD hardcode these exact paths, so they cannot be
 # changed to kebab-case.
+
+
 scim_router = APIRouter(prefix="/scim/v2", tags=["SCIM"])
 
 _pw_helper = PasswordHelper()
@@ -86,15 +101,39 @@ def get_service_provider_config() -> ScimServiceProviderConfig:
 
 
 @scim_router.get("/ResourceTypes")
-def get_resource_types() -> list[ScimResourceType]:
-    """List available SCIM resource types (RFC 7643 §6)."""
-    return [USER_RESOURCE_TYPE, GROUP_RESOURCE_TYPE]
+def get_resource_types() -> ScimJSONResponse:
+    """List available SCIM resource types (RFC 7643 §6).
+
+    Wrapped in a ListResponse envelope (RFC 7644 §3.4.2) because IdPs
+    like Entra ID expect a JSON object, not a bare array.
+    """
+    resources = [USER_RESOURCE_TYPE, GROUP_RESOURCE_TYPE]
+    return ScimJSONResponse(
+        content={
+            "schemas": [SCIM_LIST_RESPONSE_SCHEMA],
+            "totalResults": len(resources),
+            "Resources": [
+                r.model_dump(exclude_none=True, by_alias=True) for r in resources
+            ],
+        }
+    )
 
 
 @scim_router.get("/Schemas")
-def get_schemas() -> list[ScimSchemaDefinition]:
-    """Return SCIM schema definitions (RFC 7643 §7)."""
-    return [USER_SCHEMA_DEF, GROUP_SCHEMA_DEF]
+def get_schemas() -> ScimJSONResponse:
+    """Return SCIM schema definitions (RFC 7643 §7).
+
+    Wrapped in a ListResponse envelope (RFC 7644 §3.4.2) because IdPs
+    like Entra ID expect a JSON object, not a bare array.
+    """
+    schemas = [USER_SCHEMA_DEF, GROUP_SCHEMA_DEF, ENTERPRISE_USER_SCHEMA_DEF]
+    return ScimJSONResponse(
+        content={
+            "schemas": [SCIM_LIST_RESPONSE_SCHEMA],
+            "totalResults": len(schemas),
+            "Resources": [s.model_dump(exclude_none=True) for s in schemas],
+        }
+    )
 
 
 # ---------------------------------------------------------------------------
@@ -102,15 +141,45 @@ def get_schemas() -> list[ScimSchemaDefinition]:
 # ---------------------------------------------------------------------------
 
 
-def _scim_error_response(status: int, detail: str) -> JSONResponse:
+def _scim_error_response(status: int, detail: str) -> ScimJSONResponse:
     """Build a SCIM-compliant error response (RFC 7644 §3.12)."""
+    logger.warning("SCIM error response: status=%s detail=%s", status, detail)
     body = ScimError(status=str(status), detail=detail)
-    return JSONResponse(
+    return ScimJSONResponse(
         status_code=status,
         content=body.model_dump(exclude_none=True),
     )
 
 
+def _parse_excluded_attributes(raw: str | None) -> set[str]:
+    """Parse the ``excludedAttributes`` query parameter (RFC 7644 §3.4.2.5).
+
+    Returns a set of lowercased attribute names to omit from responses.
+    """
+    if not raw:
+        return set()
+    return {attr.strip().lower() for attr in raw.split(",") if attr.strip()}
+
+
+def _apply_exclusions(
+    resource: ScimUserResource | ScimGroupResource,
+    excluded: set[str],
+) -> dict:
+    """Serialize a SCIM resource, omitting attributes the IdP excluded.
+
+    RFC 7644 §3.4.2.5 lets the IdP pass ``?excludedAttributes=groups,emails``
+    to reduce response payload size. We strip those fields after serialization
+    so the rest of the pipeline doesn't need to know about them.
+    """
+    data = resource.model_dump(exclude_none=True, by_alias=True)
+    for attr in excluded:
+        # Match case-insensitively against the camelCase field names
+        keys_to_remove = [k for k in data if k.lower() == attr]
+        for k in keys_to_remove:
+            del data[k]
+    return data
+
+
 def _check_seat_availability(dal: ScimDAL) -> str | None:
     """Return an error message if seat limit is reached, else None."""
     check_fn = fetch_ee_implementation_or_noop(
@@ -124,7 +193,7 @@ def _check_seat_availability(dal: ScimDAL) -> str | None:
     return None
 
 
-def _fetch_user_or_404(user_id: str, dal: ScimDAL) -> User | JSONResponse:
+def _fetch_user_or_404(user_id: str, dal: ScimDAL) -> User | ScimJSONResponse:
     """Parse *user_id* as UUID, look up the user, or return a 404 error."""
     try:
         uid = UUID(user_id)
@@ -144,10 +213,95 @@ def _scim_name_to_str(name: ScimName | None) -> str | None:
     """
     if not name:
         return None
-    # Build from givenName/familyName first — IdPs like Okta may send a stale
-    # ``formatted`` value while updating the individual name components.
+    # If the client explicitly provides ``formatted``, prefer it — the client
+    # knows what display string it wants. Otherwise build from components.
+    if name.formatted:
+        return name.formatted
     parts = " ".join(part for part in [name.givenName, name.familyName] if part)
-    return parts or name.formatted
+    return parts or None
+
+
+def _scim_resource_response(
+    resource: ScimUserResource | ScimGroupResource | ScimListResponse,
+    status_code: int = 200,
+) -> ScimJSONResponse:
+    """Serialize a SCIM resource as ``application/scim+json``."""
+    content = resource.model_dump(exclude_none=True, by_alias=True)
+    return ScimJSONResponse(
+        status_code=status_code,
+        content=content,
+    )
+
+
+def _build_list_response(
+    resources: list[ScimUserResource | ScimGroupResource],
+    total: int,
+    start_index: int,
+    count: int,
+    excluded: set[str] | None = None,
+) -> ScimListResponse | ScimJSONResponse:
+    """Build a SCIM list response, optionally applying attribute exclusions.
+
+    RFC 7644 §3.4.2.5 — IdPs may request certain attributes be omitted via
+    the ``excludedAttributes`` query parameter.
+    """
+    if excluded:
+        envelope = ScimListResponse(
+            totalResults=total,
+            startIndex=start_index,
+            itemsPerPage=count,
+        )
+        data = envelope.model_dump(exclude_none=True)
+        data["Resources"] = [_apply_exclusions(r, excluded) for r in resources]
+        return ScimJSONResponse(content=data)
+
+    return _scim_resource_response(
+        ScimListResponse(
+            totalResults=total,
+            startIndex=start_index,
+            itemsPerPage=count,
+            Resources=resources,
+        )
+    )
+
+
+def _extract_enterprise_fields(
+    resource: ScimUserResource,
+) -> tuple[str | None, str | None]:
+    """Extract department and manager from enterprise extension."""
+    ext = resource.enterprise_extension
+    if not ext:
+        return None, None
+    department = ext.department
+    manager = ext.manager.value if ext.manager else None
+    return department, manager
+
+
+def _mapping_to_fields(
+    mapping: ScimUserMapping | None,
+) -> ScimMappingFields | None:
+    """Extract round-trip fields from a SCIM user mapping."""
+    if not mapping:
+        return None
+    return ScimMappingFields(
+        department=mapping.department,
+        manager=mapping.manager,
+        given_name=mapping.given_name,
+        family_name=mapping.family_name,
+        scim_emails_json=mapping.scim_emails_json,
+    )
+
+
+def _fields_from_resource(resource: ScimUserResource) -> ScimMappingFields:
+    """Build mapping fields from an incoming SCIM user resource."""
+    department, manager = _extract_enterprise_fields(resource)
+    return ScimMappingFields(
+        department=department,
+        manager=manager,
+        given_name=resource.name.givenName if resource.name else None,
+        family_name=resource.name.familyName if resource.name else None,
+        scim_emails_json=serialize_emails(resource.emails),
+    )
 
 
 # ---------------------------------------------------------------------------
@@ -158,15 +312,17 @@ def _scim_name_to_str(name: ScimName | None) -> str | None:
 @scim_router.get("/Users", response_model=None)
 def list_users(
     filter: str | None = Query(None),
+    excludedAttributes: str | None = None,
     startIndex: int = Query(1, ge=1),
     count: int = Query(100, ge=0, le=500),
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimListResponse | JSONResponse:
+) -> ScimListResponse | ScimJSONResponse:
     """List users with optional SCIM filter and pagination."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
+    dal.commit()
 
     try:
         scim_filter = parse_scim_filter(filter)
@@ -185,42 +341,55 @@ def list_users(
             mapping.external_id if mapping else None,
             groups=user_groups_map.get(user.id, []),
             scim_username=mapping.scim_username if mapping else None,
+            fields=_mapping_to_fields(mapping),
         )
         for user, mapping in users_with_mappings
     ]
 
-    return ScimListResponse(
-        totalResults=total,
-        startIndex=startIndex,
-        itemsPerPage=count,
-        Resources=resources,
+    return _build_list_response(
+        resources,
+        total,
+        startIndex,
+        count,
+        excluded=_parse_excluded_attributes(excludedAttributes),
     )
 
 
 @scim_router.get("/Users/{user_id}", response_model=None)
 def get_user(
     user_id: str,
+    excludedAttributes: str | None = None,
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimUserResource | JSONResponse:
+) -> ScimUserResource | ScimJSONResponse:
     """Get a single user by ID."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
+    dal.commit()
 
     result = _fetch_user_or_404(user_id, dal)
-    if isinstance(result, JSONResponse):
+    if isinstance(result, ScimJSONResponse):
         return result
     user = result
 
     mapping = dal.get_user_mapping_by_user_id(user.id)
-    return provider.build_user_resource(
+
+    resource = provider.build_user_resource(
         user,
         mapping.external_id if mapping else None,
         groups=dal.get_user_groups(user.id),
         scim_username=mapping.scim_username if mapping else None,
+        fields=_mapping_to_fields(mapping),
     )
 
+    # RFC 7644 §3.4.2.5 — IdP may request certain attributes be omitted
+    excluded = _parse_excluded_attributes(excludedAttributes)
+    if excluded:
+        return ScimJSONResponse(content=_apply_exclusions(resource, excluded))
+
+    return _scim_resource_response(resource)
+
 
 @scim_router.post("/Users", status_code=201, response_model=None)
 def create_user(
@@ -228,7 +397,7 @@ def create_user(
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimUserResource | JSONResponse:
+) -> ScimUserResource | ScimJSONResponse:
     """Create a new user from a SCIM provisioning request."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
@@ -270,13 +439,25 @@ def create_user(
     # Create SCIM mapping (externalId is validated above, always present)
     external_id = user_resource.externalId
     scim_username = user_resource.userName.strip()
+    fields = _fields_from_resource(user_resource)
     dal.create_user_mapping(
-        external_id=external_id, user_id=user.id, scim_username=scim_username
+        external_id=external_id,
+        user_id=user.id,
+        scim_username=scim_username,
+        fields=fields,
     )
 
     dal.commit()
 
-    return provider.build_user_resource(user, external_id, scim_username=scim_username)
+    return _scim_resource_response(
+        provider.build_user_resource(
+            user,
+            external_id,
+            scim_username=scim_username,
+            fields=fields,
+        ),
+        status_code=201,
+    )
 
 
 @scim_router.put("/Users/{user_id}", response_model=None)
@@ -286,13 +467,13 @@ def replace_user(
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimUserResource | JSONResponse:
+) -> ScimUserResource | ScimJSONResponse:
     """Replace a user entirely (RFC 7644 §3.5.1)."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
 
     result = _fetch_user_or_404(user_id, dal)
-    if isinstance(result, JSONResponse):
+    if isinstance(result, ScimJSONResponse):
         return result
     user = result
 
@@ -313,15 +494,24 @@ def replace_user(
 
     new_external_id = user_resource.externalId
     scim_username = user_resource.userName.strip()
-    dal.sync_user_external_id(user.id, new_external_id, scim_username=scim_username)
+    fields = _fields_from_resource(user_resource)
+    dal.sync_user_external_id(
+        user.id,
+        new_external_id,
+        scim_username=scim_username,
+        fields=fields,
+    )
 
     dal.commit()
 
-    return provider.build_user_resource(
-        user,
-        new_external_id,
-        groups=dal.get_user_groups(user.id),
-        scim_username=scim_username,
+    return _scim_resource_response(
+        provider.build_user_resource(
+            user,
+            new_external_id,
+            groups=dal.get_user_groups(user.id),
+            scim_username=scim_username,
+            fields=fields,
+        )
     )
 
 
@@ -332,7 +522,7 @@ def patch_user(
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimUserResource | JSONResponse:
+) -> ScimUserResource | ScimJSONResponse:
     """Partially update a user (RFC 7644 §3.5.2).
 
     This is the primary endpoint for user deprovisioning — Okta sends
@@ -342,23 +532,25 @@ def patch_user(
     dal.update_token_last_used(_token.id)
 
     result = _fetch_user_or_404(user_id, dal)
-    if isinstance(result, JSONResponse):
+    if isinstance(result, ScimJSONResponse):
         return result
     user = result
 
     mapping = dal.get_user_mapping_by_user_id(user.id)
     external_id = mapping.external_id if mapping else None
     current_scim_username = mapping.scim_username if mapping else None
+    current_fields = _mapping_to_fields(mapping)
 
     current = provider.build_user_resource(
         user,
         external_id,
         groups=dal.get_user_groups(user.id),
         scim_username=current_scim_username,
+        fields=current_fields,
     )
 
     try:
-        patched = apply_user_patch(
+        patched, ent_data = apply_user_patch(
             patch_request.Operations, current, provider.ignored_patch_paths
         )
     except ScimPatchError as e:
@@ -393,17 +585,37 @@ def patch_user(
         personal_name=personal_name,
     )
 
+    # Build updated fields by merging PATCH enterprise data with current values
+    cf = current_fields or ScimMappingFields()
+    fields = ScimMappingFields(
+        department=ent_data.get("department", cf.department),
+        manager=ent_data.get("manager", cf.manager),
+        given_name=patched.name.givenName if patched.name else cf.given_name,
+        family_name=patched.name.familyName if patched.name else cf.family_name,
+        scim_emails_json=(
+            serialize_emails(patched.emails)
+            if patched.emails is not None
+            else cf.scim_emails_json
+        ),
+    )
+
     dal.sync_user_external_id(
-        user.id, patched.externalId, scim_username=new_scim_username
+        user.id,
+        patched.externalId,
+        scim_username=new_scim_username,
+        fields=fields,
     )
 
     dal.commit()
 
-    return provider.build_user_resource(
-        user,
-        patched.externalId,
-        groups=dal.get_user_groups(user.id),
-        scim_username=new_scim_username,
+    return _scim_resource_response(
+        provider.build_user_resource(
+            user,
+            patched.externalId,
+            groups=dal.get_user_groups(user.id),
+            scim_username=new_scim_username,
+            fields=fields,
+        )
     )
 
 
@@ -412,25 +624,29 @@ def delete_user(
     user_id: str,
     _token: ScimToken = Depends(verify_scim_token),
     db_session: Session = Depends(get_session),
-) -> Response | JSONResponse:
+) -> Response | ScimJSONResponse:
     """Delete a user (RFC 7644 §3.6).
 
     Deactivates the user and removes the SCIM mapping. Note that Okta
     typically uses PATCH active=false instead of DELETE.
+    A second DELETE returns 404 per RFC 7644 §3.6.
     """
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
 
     result = _fetch_user_or_404(user_id, dal)
-    if isinstance(result, JSONResponse):
+    if isinstance(result, ScimJSONResponse):
         return result
     user = result
 
-    dal.deactivate_user(user)
-
+    # If no SCIM mapping exists, the user was already deleted from
+    # SCIM's perspective — return 404 per RFC 7644 §3.6.
     mapping = dal.get_user_mapping_by_user_id(user.id)
-    if mapping:
-        dal.delete_user_mapping(mapping.id)
+    if not mapping:
+        return _scim_error_response(404, f"User {user_id} not found")
+
+    dal.deactivate_user(user)
+    dal.delete_user_mapping(mapping.id)
 
     dal.commit()
 
@@ -442,7 +658,7 @@ def delete_user(
 # ---------------------------------------------------------------------------
 
 
-def _fetch_group_or_404(group_id: str, dal: ScimDAL) -> UserGroup | JSONResponse:
+def _fetch_group_or_404(group_id: str, dal: ScimDAL) -> UserGroup | ScimJSONResponse:
     """Parse *group_id* as int, look up the group, or return a 404 error."""
     try:
         gid = int(group_id)
@@ -497,15 +713,17 @@ def _validate_and_parse_members(
 @scim_router.get("/Groups", response_model=None)
 def list_groups(
     filter: str | None = Query(None),
+    excludedAttributes: str | None = None,
     startIndex: int = Query(1, ge=1),
     count: int = Query(100, ge=0, le=500),
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimListResponse | JSONResponse:
+) -> ScimListResponse | ScimJSONResponse:
     """List groups with optional SCIM filter and pagination."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
+    dal.commit()
 
     try:
         scim_filter = parse_scim_filter(filter)
@@ -522,37 +740,47 @@ def list_groups(
         for group, ext_id in groups_with_ext_ids
     ]
 
-    return ScimListResponse(
-        totalResults=total,
-        startIndex=startIndex,
-        itemsPerPage=count,
-        Resources=resources,
+    return _build_list_response(
+        resources,
+        total,
+        startIndex,
+        count,
+        excluded=_parse_excluded_attributes(excludedAttributes),
     )
 
 
 @scim_router.get("/Groups/{group_id}", response_model=None)
 def get_group(
     group_id: str,
+    excludedAttributes: str | None = None,
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimGroupResource | JSONResponse:
+) -> ScimGroupResource | ScimJSONResponse:
     """Get a single group by ID."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
+    dal.commit()
 
     result = _fetch_group_or_404(group_id, dal)
-    if isinstance(result, JSONResponse):
+    if isinstance(result, ScimJSONResponse):
         return result
     group = result
 
     mapping = dal.get_group_mapping_by_group_id(group.id)
     members = dal.get_group_members(group.id)
 
-    return provider.build_group_resource(
+    resource = provider.build_group_resource(
         group, members, mapping.external_id if mapping else None
     )
 
+    # RFC 7644 §3.4.2.5 — IdP may request certain attributes be omitted
+    excluded = _parse_excluded_attributes(excludedAttributes)
+    if excluded:
+        return ScimJSONResponse(content=_apply_exclusions(resource, excluded))
+
+    return _scim_resource_response(resource)
+
 
 @scim_router.post("/Groups", status_code=201, response_model=None)
 def create_group(
@@ -560,7 +788,7 @@ def create_group(
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimGroupResource | JSONResponse:
+) -> ScimGroupResource | ScimJSONResponse:
     """Create a new group from a SCIM provisioning request."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
@@ -596,7 +824,10 @@ def create_group(
     dal.commit()
 
     members = dal.get_group_members(db_group.id)
-    return provider.build_group_resource(db_group, members, external_id)
+    return _scim_resource_response(
+        provider.build_group_resource(db_group, members, external_id),
+        status_code=201,
+    )
 
 
 @scim_router.put("/Groups/{group_id}", response_model=None)
@@ -606,13 +837,13 @@ def replace_group(
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimGroupResource | JSONResponse:
+) -> ScimGroupResource | ScimJSONResponse:
     """Replace a group entirely (RFC 7644 §3.5.1)."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
 
     result = _fetch_group_or_404(group_id, dal)
-    if isinstance(result, JSONResponse):
+    if isinstance(result, ScimJSONResponse):
         return result
     group = result
 
@@ -627,7 +858,9 @@ def replace_group(
     dal.commit()
 
     members = dal.get_group_members(group.id)
-    return provider.build_group_resource(group, members, group_resource.externalId)
+    return _scim_resource_response(
+        provider.build_group_resource(group, members, group_resource.externalId)
+    )
 
 
 @scim_router.patch("/Groups/{group_id}", response_model=None)
@@ -637,7 +870,7 @@ def patch_group(
     _token: ScimToken = Depends(verify_scim_token),
     provider: ScimProvider = Depends(_get_provider),
     db_session: Session = Depends(get_session),
-) -> ScimGroupResource | JSONResponse:
+) -> ScimGroupResource | ScimJSONResponse:
     """Partially update a group (RFC 7644 §3.5.2).
 
     Handles member add/remove operations from Okta and Azure AD.
@@ -646,7 +879,7 @@ def patch_group(
     dal.update_token_last_used(_token.id)
 
     result = _fetch_group_or_404(group_id, dal)
-    if isinstance(result, JSONResponse):
+    if isinstance(result, ScimJSONResponse):
         return result
     group = result
 
@@ -685,7 +918,9 @@ def patch_group(
     dal.commit()
 
     members = dal.get_group_members(group.id)
-    return provider.build_group_resource(group, members, patched.externalId)
+    return _scim_resource_response(
+        provider.build_group_resource(group, members, patched.externalId)
+    )
 
 
 @scim_router.delete("/Groups/{group_id}", status_code=204, response_model=None)
@@ -693,13 +928,13 @@ def delete_group(
     group_id: str,
     _token: ScimToken = Depends(verify_scim_token),
     db_session: Session = Depends(get_session),
-) -> Response | JSONResponse:
+) -> Response | ScimJSONResponse:
     """Delete a group (RFC 7644 §3.6)."""
     dal = ScimDAL(db_session)
     dal.update_token_last_used(_token.id)
 
     result = _fetch_group_or_404(group_id, dal)
-    if isinstance(result, JSONResponse):
+    if isinstance(result, ScimJSONResponse):
         return result
     group = result
 

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

@@ -7,12 +7,14 @@ SCIM protocol schemas follow the wire format defined in:
 Admin API schemas are internal to Onyx and used for SCIM token management.
 """
 
+from dataclasses import dataclass
 from datetime import datetime
 from enum import Enum
 
 from pydantic import BaseModel
 from pydantic import ConfigDict
 from pydantic import Field
+from pydantic import field_validator
 
 
 # ---------------------------------------------------------------------------
@@ -31,6 +33,9 @@ SCIM_SERVICE_PROVIDER_CONFIG_SCHEMA = (
 )
 SCIM_RESOURCE_TYPE_SCHEMA = "urn:ietf:params:scim:schemas:core:2.0:ResourceType"
 SCIM_SCHEMA_SCHEMA = "urn:ietf:params:scim:schemas:core:2.0:Schema"
+SCIM_ENTERPRISE_USER_SCHEMA = (
+    "urn:ietf:params:scim:schemas:extension:enterprise:2.0:User"
+)
 
 
 # ---------------------------------------------------------------------------
@@ -70,6 +75,36 @@ class ScimUserGroupRef(BaseModel):
     display: str | None = None
 
 
+class ScimManagerRef(BaseModel):
+    """Manager sub-attribute for the enterprise extension (RFC 7643 §4.3)."""
+
+    value: str | None = None
+
+
+class ScimEnterpriseExtension(BaseModel):
+    """Enterprise User extension attributes (RFC 7643 §4.3)."""
+
+    department: str | None = None
+    manager: ScimManagerRef | None = None
+
+
+@dataclass
+class ScimMappingFields:
+    """Stored SCIM mapping fields that need to round-trip through the IdP.
+
+    Entra ID sends structured name components, email metadata, and enterprise
+    extension attributes that must be returned verbatim in subsequent GET
+    responses. These fields are persisted on ScimUserMapping and threaded
+    through the DAL, provider, and endpoint layers.
+    """
+
+    department: str | None = None
+    manager: str | None = None
+    given_name: str | None = None
+    family_name: str | None = None
+    scim_emails_json: str | None = None
+
+
 class ScimUserResource(BaseModel):
     """SCIM User resource representation (RFC 7643 §4.1).
 
@@ -78,6 +113,8 @@ class ScimUserResource(BaseModel):
     to match the SCIM wire format (not Python convention).
     """
 
+    model_config = ConfigDict(populate_by_name=True)
+
     schemas: list[str] = Field(default_factory=lambda: [SCIM_USER_SCHEMA])
     id: str | None = None  # Onyx's internal user ID, set on responses
     externalId: str | None = None  # IdP's identifier for this user
@@ -88,6 +125,10 @@ class ScimUserResource(BaseModel):
     active: bool = True
     groups: list[ScimUserGroupRef] = Field(default_factory=list)
     meta: ScimMeta | None = None
+    enterprise_extension: ScimEnterpriseExtension | None = Field(
+        default=None,
+        alias="urn:ietf:params:scim:schemas:extension:enterprise:2.0:User",
+    )
 
 
 class ScimGroupMember(BaseModel):
@@ -165,6 +206,19 @@ class ScimPatchOperation(BaseModel):
     path: str | None = None
     value: ScimPatchValue = None
 
+    @field_validator("op", mode="before")
+    @classmethod
+    def normalize_operation(cls, v: object) -> object:
+        """Normalize op to lowercase for case-insensitive matching.
+
+        Some IdPs (e.g. Entra ID) send capitalized ops like ``"Replace"``
+        instead of ``"replace"``. This is safe for all providers since the
+        enum values are lowercase. If a future provider requires other
+        pre-processing quirks, move patch deserialization into the provider
+        subclass instead of adding more special cases here.
+        """
+        return v.lower() if isinstance(v, str) else v
+
 
 class ScimPatchRequest(BaseModel):
     """PATCH request body (RFC 7644 §3.5.2).

backend/ee/onyx/server/scim/patch.py

@@ -14,8 +14,13 @@ responsible for persisting changes.
 
 from __future__ import annotations
 
+import logging
 import re
+from dataclasses import dataclass
+from dataclasses import field
+from typing import Any
 
+from ee.onyx.server.scim.models import SCIM_ENTERPRISE_USER_SCHEMA
 from ee.onyx.server.scim.models import ScimGroupMember
 from ee.onyx.server.scim.models import ScimGroupResource
 from ee.onyx.server.scim.models import ScimPatchOperation
@@ -24,6 +29,55 @@ from ee.onyx.server.scim.models import ScimPatchResourceValue
 from ee.onyx.server.scim.models import ScimPatchValue
 from ee.onyx.server.scim.models import ScimUserResource
 
+logger = logging.getLogger(__name__)
+
+# Lowercased enterprise extension URN for case-insensitive matching
+_ENTERPRISE_URN_LOWER = SCIM_ENTERPRISE_USER_SCHEMA.lower()
+
+# Pattern for email filter paths, e.g.:
+#   emails[primary eq true].value  (Okta)
+#   emails[type eq "work"].value   (Azure AD / Entra ID)
+_EMAIL_FILTER_RE = re.compile(
+    r"^emails\[.+\]\.value$",
+    re.IGNORECASE,
+)
+
+# Pattern for member removal path: members[value eq "user-id"]
+_MEMBER_FILTER_RE = re.compile(
+    r'^members\[value\s+eq\s+"([^"]+)"\]$',
+    re.IGNORECASE,
+)
+
+# ---------------------------------------------------------------------------
+# Dispatch tables for user PATCH paths
+#
+# Maps lowercased SCIM path → (camelCase key, target dict name).
+# "data" writes to the top-level resource dict, "name" writes to the
+# name sub-object dict. This replaces the elif chains for simple fields.
+# ---------------------------------------------------------------------------
+
+_USER_REPLACE_PATHS: dict[str, tuple[str, str]] = {
+    "active": ("active", "data"),
+    "username": ("userName", "data"),
+    "externalid": ("externalId", "data"),
+    "name.givenname": ("givenName", "name"),
+    "name.familyname": ("familyName", "name"),
+    "name.formatted": ("formatted", "name"),
+}
+
+_USER_REMOVE_PATHS: dict[str, tuple[str, str]] = {
+    "externalid": ("externalId", "data"),
+    "name.givenname": ("givenName", "name"),
+    "name.familyname": ("familyName", "name"),
+    "name.formatted": ("formatted", "name"),
+    "displayname": ("displayName", "data"),
+}
+
+_GROUP_REPLACE_PATHS: dict[str, tuple[str, str]] = {
+    "displayname": ("displayName", "data"),
+    "externalid": ("externalId", "data"),
+}
+
 
 class ScimPatchError(Exception):
     """Raised when a PATCH operation cannot be applied."""
@@ -34,18 +88,25 @@ class ScimPatchError(Exception):
         super().__init__(detail)
 
 
-# Pattern for member removal path: members[value eq "user-id"]
-_MEMBER_FILTER_RE = re.compile(
-    r'^members\[value\s+eq\s+"([^"]+)"\]$',
-    re.IGNORECASE,
-)
+@dataclass
+class _UserPatchCtx:
+    """Bundles the mutable state for user PATCH operations."""
+
+    data: dict[str, Any]
+    name_data: dict[str, Any]
+    ent_data: dict[str, str | None] = field(default_factory=dict)
+
+
+# ---------------------------------------------------------------------------
+# User PATCH
+# ---------------------------------------------------------------------------
 
 
 def apply_user_patch(
     operations: list[ScimPatchOperation],
     current: ScimUserResource,
     ignored_paths: frozenset[str] = frozenset(),
-) -> ScimUserResource:
+) -> tuple[ScimUserResource, dict[str, str | None]]:
     """Apply SCIM PATCH operations to a user resource.
 
     Args:
@@ -53,79 +114,185 @@ def apply_user_patch(
         current: The current user resource state.
         ignored_paths: SCIM attribute paths to silently skip (from provider).
 
-    Returns a new ``ScimUserResource`` with the modifications applied.
-    The original object is not mutated.
+    Returns:
+        A tuple of (modified user resource, enterprise extension data dict).
+        The enterprise dict has keys ``"department"`` and ``"manager"``
+        with values set only when a PATCH operation touched them.
 
     Raises:
         ScimPatchError: If an operation targets an unsupported path.
     """
     data = current.model_dump()
-    name_data = data.get("name") or {}
+    ctx = _UserPatchCtx(data=data, name_data=data.get("name") or {})
 
     for op in operations:
-        if op.op == ScimPatchOperationType.REPLACE:
-            _apply_user_replace(op, data, name_data, ignored_paths)
-        elif op.op == ScimPatchOperationType.ADD:
-            _apply_user_replace(op, data, name_data, ignored_paths)
+        if op.op in (ScimPatchOperationType.REPLACE, ScimPatchOperationType.ADD):
+            _apply_user_replace(op, ctx, ignored_paths)
+        elif op.op == ScimPatchOperationType.REMOVE:
+            _apply_user_remove(op, ctx, ignored_paths)
         else:
             raise ScimPatchError(
                 f"Unsupported operation '{op.op.value}' on User resource"
             )
 
-    data["name"] = name_data
-    return ScimUserResource.model_validate(data)
+    ctx.data["name"] = ctx.name_data
+    return ScimUserResource.model_validate(ctx.data), ctx.ent_data
 
 
 def _apply_user_replace(
     op: ScimPatchOperation,
-    data: dict,
-    name_data: dict,
+    ctx: _UserPatchCtx,
     ignored_paths: frozenset[str],
 ) -> None:
     """Apply a replace/add operation to user data."""
     path = (op.path or "").lower()
 
     if not path:
-        # No path — value is a resource dict of top-level attributes to set
+        # No path — value is a resource dict of top-level attributes to set.
         if isinstance(op.value, ScimPatchResourceValue):
             for key, val in op.value.model_dump(exclude_unset=True).items():
-                _set_user_field(key.lower(), val, data, name_data, ignored_paths)
+                _set_user_field(key.lower(), val, ctx, ignored_paths, strict=False)
         else:
             raise ScimPatchError("Replace without path requires a dict value")
         return
 
-    _set_user_field(path, op.value, data, name_data, ignored_paths)
+    _set_user_field(path, op.value, ctx, ignored_paths)
+
+
+def _apply_user_remove(
+    op: ScimPatchOperation,
+    ctx: _UserPatchCtx,
+    ignored_paths: frozenset[str],
+) -> None:
+    """Apply a remove operation to user data — clears the target field."""
+    path = (op.path or "").lower()
+    if not path:
+        raise ScimPatchError("Remove operation requires a path")
+
+    if path in ignored_paths:
+        return
+
+    entry = _USER_REMOVE_PATHS.get(path)
+    if entry:
+        key, target = entry
+        target_dict = ctx.data if target == "data" else ctx.name_data
+        target_dict[key] = None
+        return
+
+    raise ScimPatchError(f"Unsupported remove path '{path}' for User PATCH")
 
 
 def _set_user_field(
     path: str,
     value: ScimPatchValue,
-    data: dict,
-    name_data: dict,
+    ctx: _UserPatchCtx,
     ignored_paths: frozenset[str],
+    *,
+    strict: bool = True,
 ) -> None:
-    """Set a single field on user data by SCIM path."""
+    """Set a single field on user data by SCIM path.
+
+    Args:
+        strict: When ``False`` (path-less replace), unknown attributes are
+            silently skipped.  When ``True`` (explicit path), they raise.
+    """
     if path in ignored_paths:
         return
-    elif path == "active":
-        data["active"] = value
-    elif path == "username":
-        data["userName"] = value
-    elif path == "externalid":
-        data["externalId"] = value
-    elif path == "name.givenname":
-        name_data["givenName"] = value
-    elif path == "name.familyname":
-        name_data["familyName"] = value
-    elif path == "name.formatted":
-        name_data["formatted"] = value
-    elif path == "displayname":
-        data["displayName"] = value
-        name_data["formatted"] = value
+
+    # Simple field writes handled by the dispatch table
+    entry = _USER_REPLACE_PATHS.get(path)
+    if entry:
+        key, target = entry
+        target_dict = ctx.data if target == "data" else ctx.name_data
+        target_dict[key] = value
+        return
+
+    # displayName sets both the top-level field and the name.formatted sub-field
+    if path == "displayname":
+        ctx.data["displayName"] = value
+        ctx.name_data["formatted"] = value
+    elif path == "name":
+        if isinstance(value, dict):
+            for k, v in value.items():
+                ctx.name_data[k] = v
+    elif path == "emails":
+        if isinstance(value, list):
+            ctx.data["emails"] = value
+    elif _EMAIL_FILTER_RE.match(path):
+        _update_primary_email(ctx.data, value)
+    elif path.startswith(_ENTERPRISE_URN_LOWER):
+        _set_enterprise_field(path, value, ctx.ent_data)
+    elif not strict:
+        return
     else:
         raise ScimPatchError(f"Unsupported path '{path}' for User PATCH")
 
 
+def _update_primary_email(data: dict[str, Any], value: ScimPatchValue) -> None:
+    """Update the primary email entry via an email filter path."""
+    emails: list[dict] = data.get("emails") or []
+    for email_entry in emails:
+        if email_entry.get("primary"):
+            email_entry["value"] = value
+            break
+    else:
+        emails.append({"value": value, "type": "work", "primary": True})
+    data["emails"] = emails
+
+
+def _to_dict(value: ScimPatchValue) -> dict | None:
+    """Coerce a SCIM patch value to a plain dict if possible.
+
+    Pydantic may parse raw dicts as ``ScimPatchResourceValue`` (which uses
+    ``extra="allow"``), so we also dump those back to a dict.
+    """
+    if isinstance(value, dict):
+        return value
+    if isinstance(value, ScimPatchResourceValue):
+        return value.model_dump(exclude_unset=True)
+    return None
+
+
+def _set_enterprise_field(
+    path: str,
+    value: ScimPatchValue,
+    ent_data: dict[str, str | None],
+) -> None:
+    """Handle enterprise extension URN paths or value dicts."""
+    # Full URN as key with dict value (path-less PATCH)
+    # e.g. key="urn:...:user", value={"department": "Eng", "manager": {...}}
+    if path == _ENTERPRISE_URN_LOWER:
+        d = _to_dict(value)
+        if d is not None:
+            if "department" in d:
+                ent_data["department"] = d["department"]
+            if "manager" in d:
+                mgr = d["manager"]
+                if isinstance(mgr, dict):
+                    ent_data["manager"] = mgr.get("value")
+        return
+
+    # Dotted URN path, e.g. "urn:...:user:department"
+    suffix = path[len(_ENTERPRISE_URN_LOWER) :].lstrip(":").lower()
+    if suffix == "department":
+        ent_data["department"] = str(value) if value is not None else None
+    elif suffix == "manager":
+        d = _to_dict(value)
+        if d is not None:
+            ent_data["manager"] = d.get("value")
+        elif isinstance(value, str):
+            ent_data["manager"] = value
+    else:
+        # Unknown enterprise attributes are silently ignored rather than
+        # rejected — IdPs may send attributes we don't model yet.
+        logger.warning("Ignoring unknown enterprise extension attribute '%s'", suffix)
+
+
+# ---------------------------------------------------------------------------
+# Group PATCH
+# ---------------------------------------------------------------------------
+
+
 def apply_group_patch(
     operations: list[ScimPatchOperation],
     current: ScimGroupResource,
@@ -235,12 +402,14 @@ def _set_group_field(
     """Set a single field on group data by SCIM path."""
     if path in ignored_paths:
         return
-    elif path == "displayname":
-        data["displayName"] = value
-    elif path == "externalid":
-        data["externalId"] = value
-    else:
-        raise ScimPatchError(f"Unsupported path '{path}' for Group PATCH")
+
+    entry = _GROUP_REPLACE_PATHS.get(path)
+    if entry:
+        key, _ = entry
+        data[key] = value
+        return
+
+    raise ScimPatchError(f"Unsupported path '{path}' for Group PATCH")
 
 
 def _apply_group_add(

backend/ee/onyx/server/scim/providers/base.py

@@ -2,13 +2,22 @@
 
 from __future__ import annotations
 
+import json
+import logging
 from abc import ABC
 from abc import abstractmethod
 from uuid import UUID
 
+from pydantic import ValidationError
+
+from ee.onyx.server.scim.models import SCIM_ENTERPRISE_USER_SCHEMA
+from ee.onyx.server.scim.models import SCIM_USER_SCHEMA
 from ee.onyx.server.scim.models import ScimEmail
+from ee.onyx.server.scim.models import ScimEnterpriseExtension
 from ee.onyx.server.scim.models import ScimGroupMember
 from ee.onyx.server.scim.models import ScimGroupResource
+from ee.onyx.server.scim.models import ScimManagerRef
+from ee.onyx.server.scim.models import ScimMappingFields
 from ee.onyx.server.scim.models import ScimMeta
 from ee.onyx.server.scim.models import ScimName
 from ee.onyx.server.scim.models import ScimUserGroupRef
@@ -17,6 +26,17 @@ from onyx.db.models import User
 from onyx.db.models import UserGroup
 
 
+logger = logging.getLogger(__name__)
+
+COMMON_IGNORED_PATCH_PATHS: frozenset[str] = frozenset(
+    {
+        "id",
+        "schemas",
+        "meta",
+    }
+)
+
+
 class ScimProvider(ABC):
     """Base class for provider-specific SCIM behavior.
 
@@ -41,12 +61,22 @@ class ScimProvider(ABC):
         """
         ...
 
+    @property
+    def user_schemas(self) -> list[str]:
+        """Schema URIs to include in User resource responses.
+
+        Override in subclasses to advertise additional schemas (e.g. the
+        enterprise extension for Entra ID).
+        """
+        return [SCIM_USER_SCHEMA]
+
     def build_user_resource(
         self,
         user: User,
         external_id: str | None = None,
         groups: list[tuple[int, str]] | None = None,
         scim_username: str | None = None,
+        fields: ScimMappingFields | None = None,
     ) -> ScimUserResource:
         """Build a SCIM User response from an Onyx User.
 
@@ -58,27 +88,48 @@ class ScimProvider(ABC):
                 for newly-created users.
             scim_username: The original-case userName from the IdP. Falls
                 back to ``user.email`` (lowercase) when not available.
+            fields: Stored mapping fields that the IdP expects round-tripped.
         """
+        f = fields or ScimMappingFields()
         group_refs = [
             ScimUserGroupRef(value=str(gid), display=gname)
             for gid, gname in (groups or [])
         ]
 
-        # Use original-case userName if stored, otherwise fall back to the
-        # lowercased email from the User model.
         username = scim_username or user.email
 
-        return ScimUserResource(
+        # Build enterprise extension when at least one value is present.
+        # Dynamically add the enterprise URN to schemas per RFC 7643 §3.0.
+        enterprise_ext: ScimEnterpriseExtension | None = None
+        schemas = list(self.user_schemas)
+        if f.department is not None or f.manager is not None:
+            manager_ref = (
+                ScimManagerRef(value=f.manager) if f.manager is not None else None
+            )
+            enterprise_ext = ScimEnterpriseExtension(
+                department=f.department,
+                manager=manager_ref,
+            )
+            if SCIM_ENTERPRISE_USER_SCHEMA not in schemas:
+                schemas.append(SCIM_ENTERPRISE_USER_SCHEMA)
+
+        name = self.build_scim_name(user, f)
+        emails = _deserialize_emails(f.scim_emails_json, username)
+
+        resource = ScimUserResource(
+            schemas=schemas,
             id=str(user.id),
             externalId=external_id,
             userName=username,
-            name=self._build_scim_name(user),
+            name=name,
             displayName=user.personal_name,
-            emails=[ScimEmail(value=username, type="work", primary=True)],
+            emails=emails,
             active=user.is_active,
             groups=group_refs,
             meta=ScimMeta(resourceType="User"),
         )
+        resource.enterprise_extension = enterprise_ext
+        return resource
 
     def build_group_resource(
         self,
@@ -98,9 +149,24 @@ class ScimProvider(ABC):
             meta=ScimMeta(resourceType="Group"),
         )
 
-    @staticmethod
-    def _build_scim_name(user: User) -> ScimName | None:
-        """Extract SCIM name components from a user's personal name."""
+    def build_scim_name(
+        self,
+        user: User,
+        fields: ScimMappingFields,
+    ) -> ScimName | None:
+        """Build SCIM name components for the response.
+
+        Round-trips stored ``given_name``/``family_name`` when available (so
+        the IdP gets back what it sent). Falls back to splitting
+        ``personal_name`` for users provisioned before we stored components.
+        Providers may override for custom behavior.
+        """
+        if fields.given_name is not None or fields.family_name is not None:
+            return ScimName(
+                givenName=fields.given_name,
+                familyName=fields.family_name,
+                formatted=user.personal_name,
+            )
         if not user.personal_name:
             return None
         parts = user.personal_name.split(" ", 1)
@@ -111,6 +177,27 @@ class ScimProvider(ABC):
         )
 
 
+def _deserialize_emails(stored_json: str | None, username: str) -> list[ScimEmail]:
+    """Deserialize stored email entries or build a default work email."""
+    if stored_json:
+        try:
+            entries = json.loads(stored_json)
+            if isinstance(entries, list) and entries:
+                return [ScimEmail(**e) for e in entries]
+        except (json.JSONDecodeError, TypeError, ValidationError):
+            logger.warning(
+                "Corrupt scim_emails_json, falling back to default: %s", stored_json
+            )
+    return [ScimEmail(value=username, type="work", primary=True)]
+
+
+def serialize_emails(emails: list[ScimEmail]) -> str | None:
+    """Serialize SCIM email entries to JSON for storage."""
+    if not emails:
+        return None
+    return json.dumps([e.model_dump(exclude_none=True) for e in emails])
+
+
 def get_default_provider() -> ScimProvider:
     """Return the default SCIM provider.
 

backend/ee/onyx/server/scim/providers/entra.py

@@ -0,0 +1,36 @@
+"""Entra ID (Azure AD) SCIM provider."""
+
+from __future__ import annotations
+
+from ee.onyx.server.scim.models import SCIM_ENTERPRISE_USER_SCHEMA
+from ee.onyx.server.scim.models import SCIM_USER_SCHEMA
+from ee.onyx.server.scim.providers.base import COMMON_IGNORED_PATCH_PATHS
+from ee.onyx.server.scim.providers.base import ScimProvider
+
+_ENTRA_IGNORED_PATCH_PATHS = COMMON_IGNORED_PATCH_PATHS
+
+
+class EntraProvider(ScimProvider):
+    """Entra ID (Azure AD) SCIM provider.
+
+    Entra behavioral notes:
+      - Sends capitalized PATCH ops (``"Add"``, ``"Replace"``, ``"Remove"``)
+        — handled by ``ScimPatchOperation.normalize_op`` validator.
+      - Sends the enterprise extension URN as a key in path-less PATCH value
+        dicts — handled by ``_set_enterprise_field`` in ``patch.py`` to
+        store department/manager values.
+      - Expects the enterprise extension schema in ``schemas`` arrays and
+        ``/Schemas`` + ``/ResourceTypes`` discovery endpoints.
+    """
+
+    @property
+    def name(self) -> str:
+        return "entra"
+
+    @property
+    def ignored_patch_paths(self) -> frozenset[str]:
+        return _ENTRA_IGNORED_PATCH_PATHS
+
+    @property
+    def user_schemas(self) -> list[str]:
+        return [SCIM_USER_SCHEMA, SCIM_ENTERPRISE_USER_SCHEMA]

backend/ee/onyx/server/scim/providers/okta.py

@@ -2,6 +2,7 @@
 
 from __future__ import annotations
 
+from ee.onyx.server.scim.providers.base import COMMON_IGNORED_PATCH_PATHS
 from ee.onyx.server.scim.providers.base import ScimProvider
 
 
@@ -22,4 +23,4 @@ class OktaProvider(ScimProvider):
 
     @property
     def ignored_patch_paths(self) -> frozenset[str]:
-        return frozenset({"id", "schemas", "meta"})
+        return COMMON_IGNORED_PATCH_PATHS

backend/ee/onyx/server/scim/schema_definitions.py

@@ -4,6 +4,7 @@ Pre-built at import time — these never change at runtime. Separated from
 api.py to keep the endpoint module focused on request handling.
 """
 
+from ee.onyx.server.scim.models import SCIM_ENTERPRISE_USER_SCHEMA
 from ee.onyx.server.scim.models import SCIM_GROUP_SCHEMA
 from ee.onyx.server.scim.models import SCIM_USER_SCHEMA
 from ee.onyx.server.scim.models import ScimResourceType
@@ -20,6 +21,9 @@ USER_RESOURCE_TYPE = ScimResourceType.model_validate(
         "endpoint": "/scim/v2/Users",
         "description": "SCIM User resource",
         "schema": SCIM_USER_SCHEMA,
+        "schemaExtensions": [
+            {"schema": SCIM_ENTERPRISE_USER_SCHEMA, "required": False}
+        ],
     }
 )
 
@@ -104,6 +108,31 @@ USER_SCHEMA_DEF = ScimSchemaDefinition(
     ],
 )
 
+ENTERPRISE_USER_SCHEMA_DEF = ScimSchemaDefinition(
+    id=SCIM_ENTERPRISE_USER_SCHEMA,
+    name="EnterpriseUser",
+    description="Enterprise User extension (RFC 7643 §4.3)",
+    attributes=[
+        ScimSchemaAttribute(
+            name="department",
+            type="string",
+            description="Department.",
+        ),
+        ScimSchemaAttribute(
+            name="manager",
+            type="complex",
+            description="The user's manager.",
+            subAttributes=[
+                ScimSchemaAttribute(
+                    name="value",
+                    type="string",
+                    description="Manager user ID.",
+                ),
+            ],
+        ),
+    ],
+)
+
 GROUP_SCHEMA_DEF = ScimSchemaDefinition(
     id=SCIM_GROUP_SCHEMA,
     name="Group",

backend/ee/onyx/server/seeding.py

@@ -20,6 +20,7 @@ from ee.onyx.server.enterprise_settings.store import (
 from ee.onyx.server.enterprise_settings.store import upload_logo
 from onyx.context.search.enums import RecencyBiasSetting
 from onyx.db.engine.sql_engine import get_session_with_current_tenant
+from onyx.db.llm import fetch_existing_llm_provider
 from onyx.db.llm import update_default_provider
 from onyx.db.llm import upsert_llm_provider
 from onyx.db.models import Tool
@@ -117,15 +118,38 @@ def _seed_custom_tools(db_session: Session, tools: List[CustomToolSeed]) -> None
 def _seed_llms(
     db_session: Session, llm_upsert_requests: list[LLMProviderUpsertRequest]
 ) -> None:
-    if llm_upsert_requests:
-        logger.notice("Seeding LLMs")
-        seeded_providers = [
-            upsert_llm_provider(llm_upsert_request, db_session)
-            for llm_upsert_request in llm_upsert_requests
-        ]
-        update_default_provider(
-            provider_id=seeded_providers[0].id, db_session=db_session
-        )
+    if not llm_upsert_requests:
+        return
+
+    logger.notice("Seeding LLMs")
+    for request in llm_upsert_requests:
+        existing = fetch_existing_llm_provider(name=request.name, db_session=db_session)
+        if existing:
+            request.id = existing.id
+    seeded_providers = [
+        upsert_llm_provider(llm_upsert_request, db_session)
+        for llm_upsert_request in llm_upsert_requests
+    ]
+
+    default_provider = next(
+        (p for p in seeded_providers if p.model_configurations), None
+    )
+    if not default_provider:
+        return
+
+    visible_configs = [
+        mc for mc in default_provider.model_configurations if mc.is_visible
+    ]
+    default_config = (
+        visible_configs[0]
+        if visible_configs
+        else default_provider.model_configurations[0]
+    )
+    update_default_provider(
+        provider_id=default_provider.id,
+        model_name=default_config.name,
+        db_session=db_session,
+    )
 
 
 def _seed_personas(db_session: Session, personas: list[PersonaUpsertRequest]) -> None:

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

@@ -109,6 +109,12 @@ def apply_license_status_to_settings(settings: Settings) -> Settings:
             if metadata.status == _BLOCKING_STATUS:
                 settings.application_status = metadata.status
                 settings.ee_features_enabled = False
+            elif metadata.used_seats > metadata.seats:
+                # License is valid but seat limit exceeded
+                settings.application_status = ApplicationStatus.SEAT_LIMIT_EXCEEDED
+                settings.seat_count = metadata.seats
+                settings.used_seats = metadata.used_seats
+                settings.ee_features_enabled = True
             else:
                 # Has a valid license (GRACE_PERIOD/PAYMENT_REMINDER still allow EE features)
                 settings.ee_features_enabled = True

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

@@ -33,6 +33,7 @@ from onyx.configs.constants import MilestoneRecordType
 from onyx.db.engine.sql_engine import get_session_with_shared_schema
 from onyx.db.engine.sql_engine import get_session_with_tenant
 from onyx.db.image_generation import create_default_image_gen_config_from_api_key
+from onyx.db.llm import fetch_existing_llm_provider
 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
@@ -302,12 +303,17 @@ def configure_default_api_keys(db_session: Session) -> None:
 
     has_set_default_provider = False
 
-    def _upsert(request: LLMProviderUpsertRequest) -> None:
+    def _upsert(request: LLMProviderUpsertRequest, default_model: str) -> None:
         nonlocal has_set_default_provider
         try:
+            existing = fetch_existing_llm_provider(
+                name=request.name, db_session=db_session
+            )
+            if existing:
+                request.id = existing.id
             provider = upsert_llm_provider(request, db_session)
             if not has_set_default_provider:
-                update_default_provider(provider.id, db_session)
+                update_default_provider(provider.id, default_model, db_session)
                 has_set_default_provider = True
         except Exception as e:
             logger.error(f"Failed to configure {request.provider} provider: {e}")
@@ -325,14 +331,13 @@ def configure_default_api_keys(db_session: Session) -> None:
             name="OpenAI",
             provider=OPENAI_PROVIDER_NAME,
             api_key=OPENAI_DEFAULT_API_KEY,
-            default_model_name=default_model_name,
             model_configurations=_build_model_configuration_upsert_requests(
                 OPENAI_PROVIDER_NAME, recommendations
             ),
             api_key_changed=True,
             is_auto_mode=True,
         )
-        _upsert(openai_provider)
+        _upsert(openai_provider, default_model_name)
 
         # Create default image generation config using the OpenAI API key
         try:
@@ -361,14 +366,13 @@ def configure_default_api_keys(db_session: Session) -> None:
             name="Anthropic",
             provider=ANTHROPIC_PROVIDER_NAME,
             api_key=ANTHROPIC_DEFAULT_API_KEY,
-            default_model_name=default_model_name,
             model_configurations=_build_model_configuration_upsert_requests(
                 ANTHROPIC_PROVIDER_NAME, recommendations
             ),
             api_key_changed=True,
             is_auto_mode=True,
         )
-        _upsert(anthropic_provider)
+        _upsert(anthropic_provider, default_model_name)
     else:
         logger.info(
             "ANTHROPIC_DEFAULT_API_KEY not set, skipping Anthropic provider configuration"
@@ -393,14 +397,13 @@ def configure_default_api_keys(db_session: Session) -> None:
             name="Google Vertex AI",
             provider=VERTEXAI_PROVIDER_NAME,
             custom_config=custom_config,
-            default_model_name=default_model_name,
             model_configurations=_build_model_configuration_upsert_requests(
                 VERTEXAI_PROVIDER_NAME, recommendations
             ),
             api_key_changed=True,
             is_auto_mode=True,
         )
-        _upsert(vertexai_provider)
+        _upsert(vertexai_provider, default_model_name)
     else:
         logger.info(
             "VERTEXAI_DEFAULT_CREDENTIALS not set, skipping Vertex AI provider configuration"
@@ -432,12 +435,11 @@ def configure_default_api_keys(db_session: Session) -> None:
             name="OpenRouter",
             provider=OPENROUTER_PROVIDER_NAME,
             api_key=OPENROUTER_DEFAULT_API_KEY,
-            default_model_name=default_model_name,
             model_configurations=model_configurations,
             api_key_changed=True,
             is_auto_mode=True,
         )
-        _upsert(openrouter_provider)
+        _upsert(openrouter_provider, default_model_name)
     else:
         logger.info(
             "OPENROUTER_DEFAULT_API_KEY not set, skipping OpenRouter provider configuration"

backend/onyx/auth/oauth_token_manager.py

@@ -58,16 +58,27 @@ class OAuthTokenManager:
         if not user_token.token_data:
             raise ValueError("No token data available for refresh")
 
+        if (
+            self.oauth_config.client_id is None
+            or self.oauth_config.client_secret is None
+        ):
+            raise ValueError(
+                "OAuth client_id and client_secret are required for token refresh"
+            )
+
         token_data = self._unwrap_token_data(user_token.token_data)
 
+        data: dict[str, str] = {
+            "grant_type": "refresh_token",
+            "refresh_token": token_data["refresh_token"],
+            "client_id": self._unwrap_sensitive_str(self.oauth_config.client_id),
+            "client_secret": self._unwrap_sensitive_str(
+                self.oauth_config.client_secret
+            ),
+        }
         response = requests.post(
             self.oauth_config.token_url,
-            data={
-                "grant_type": "refresh_token",
-                "refresh_token": token_data["refresh_token"],
-                "client_id": self.oauth_config.client_id,
-                "client_secret": self.oauth_config.client_secret,
-            },
+            data=data,
             headers={"Accept": "application/json"},
         )
         response.raise_for_status()
@@ -115,15 +126,26 @@ class OAuthTokenManager:
 
     def exchange_code_for_token(self, code: str, redirect_uri: str) -> dict[str, Any]:
         """Exchange authorization code for access token"""
+        if (
+            self.oauth_config.client_id is None
+            or self.oauth_config.client_secret is None
+        ):
+            raise ValueError(
+                "OAuth client_id and client_secret are required for code exchange"
+            )
+
+        data: dict[str, str] = {
+            "grant_type": "authorization_code",
+            "code": code,
+            "client_id": self._unwrap_sensitive_str(self.oauth_config.client_id),
+            "client_secret": self._unwrap_sensitive_str(
+                self.oauth_config.client_secret
+            ),
+            "redirect_uri": redirect_uri,
+        }
         response = requests.post(
             self.oauth_config.token_url,
-            data={
-                "grant_type": "authorization_code",
-                "code": code,
-                "client_id": self.oauth_config.client_id,
-                "client_secret": self.oauth_config.client_secret,
-                "redirect_uri": redirect_uri,
-            },
+            data=data,
             headers={"Accept": "application/json"},
         )
         response.raise_for_status()
@@ -141,8 +163,13 @@ class OAuthTokenManager:
         oauth_config: OAuthConfig, redirect_uri: str, state: str
     ) -> str:
         """Build OAuth authorization URL"""
+        if oauth_config.client_id is None:
+            raise ValueError("OAuth client_id is required to build authorization URL")
+
         params: dict[str, Any] = {
-            "client_id": oauth_config.client_id,
+            "client_id": OAuthTokenManager._unwrap_sensitive_str(
+                oauth_config.client_id
+            ),
             "redirect_uri": redirect_uri,
             "response_type": "code",
             "state": state,
@@ -161,6 +188,12 @@ class OAuthTokenManager:
 
         return f"{oauth_config.authorization_url}{separator}{urlencode(params)}"
 
+    @staticmethod
+    def _unwrap_sensitive_str(value: SensitiveValue[str] | str) -> str:
+        if isinstance(value, SensitiveValue):
+            return value.get_value(apply_mask=False)
+        return value
+
     @staticmethod
     def _unwrap_token_data(
         token_data: SensitiveValue[dict[str, Any]] | dict[str, Any],

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

@@ -48,6 +48,7 @@ from onyx.document_index.opensearch.opensearch_document_index import (
     OpenSearchDocumentIndex,
 )
 from onyx.document_index.vespa.vespa_document_index import VespaDocumentIndex
+from onyx.indexing.models import IndexingSetting
 from onyx.redis.redis_pool import get_redis_client
 from shared_configs.configs import MULTI_TENANT
 from shared_configs.contextvars import get_current_tenant_id
@@ -149,8 +150,12 @@ def migrate_chunks_from_vespa_to_opensearch_task(
             try_insert_opensearch_tenant_migration_record_with_commit(db_session)
             search_settings = get_current_search_settings(db_session)
             tenant_state = TenantState(tenant_id=tenant_id, multitenant=MULTI_TENANT)
+            indexing_setting = IndexingSetting.from_db_model(search_settings)
             opensearch_document_index = OpenSearchDocumentIndex(
-                index_name=search_settings.index_name, tenant_state=tenant_state
+                tenant_state=tenant_state,
+                index_name=search_settings.index_name,
+                embedding_dim=indexing_setting.final_embedding_dim,
+                embedding_precision=indexing_setting.embedding_precision,
             )
             vespa_document_index = VespaDocumentIndex(
                 index_name=search_settings.index_name,

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

@@ -12,6 +12,7 @@ from redis import Redis
 from redis.lock import Lock as RedisLock
 from retry import retry
 from sqlalchemy import select
+from sqlalchemy.orm import selectinload
 from sqlalchemy.orm import Session
 
 from onyx.background.celery.apps.app_base import task_logger
@@ -75,7 +76,7 @@ def _user_file_queued_key(user_file_id: str | UUID) -> str:
     return f"{OnyxRedisLocks.USER_FILE_QUEUED_PREFIX}:{user_file_id}"
 
 
-def _user_file_project_sync_lock_key(user_file_id: str | UUID) -> str:
+def user_file_project_sync_lock_key(user_file_id: str | UUID) -> str:
     return f"{OnyxRedisLocks.USER_FILE_PROJECT_SYNC_LOCK_PREFIX}:{user_file_id}"
 
 
@@ -712,7 +713,10 @@ def check_for_user_file_project_sync(self: Task, *, tenant_id: str) -> None:
                 db_session.execute(
                     select(UserFile.id).where(
                         sa.and_(
-                            UserFile.needs_project_sync.is_(True),
+                            sa.or_(
+                                UserFile.needs_project_sync.is_(True),
+                                UserFile.needs_persona_sync.is_(True),
+                            ),
                             UserFile.status == UserFileStatus.COMPLETED,
                         )
                     )
@@ -760,7 +764,7 @@ def process_single_user_file_project_sync(
     redis_client.delete(_user_file_project_sync_queued_key(user_file_id))
 
     file_lock: RedisLock = redis_client.lock(
-        _user_file_project_sync_lock_key(user_file_id),
+        user_file_project_sync_lock_key(user_file_id),
         timeout=CELERY_USER_FILE_PROJECT_SYNC_LOCK_TIMEOUT,
     )
 
@@ -772,7 +776,11 @@ def process_single_user_file_project_sync(
 
     try:
         with get_session_with_current_tenant() as db_session:
-            user_file = db_session.get(UserFile, _as_uuid(user_file_id))
+            user_file = db_session.execute(
+                select(UserFile)
+                .where(UserFile.id == _as_uuid(user_file_id))
+                .options(selectinload(UserFile.assistants))
+            ).scalar_one_or_none()
             if not user_file:
                 task_logger.info(
                     f"process_single_user_file_project_sync - User file not found id={user_file_id}"
@@ -800,13 +808,17 @@ def process_single_user_file_project_sync(
                 ]
 
                 project_ids = [project.id for project in user_file.projects]
+                persona_ids = [p.id for p in user_file.assistants if not p.deleted]
                 for retry_document_index in retry_document_indices:
                     retry_document_index.update_single(
                         doc_id=str(user_file.id),
                         tenant_id=tenant_id,
                         chunk_count=user_file.chunk_count,
                         fields=None,
-                        user_fields=VespaDocumentUserFields(user_projects=project_ids),
+                        user_fields=VespaDocumentUserFields(
+                            user_projects=project_ids,
+                            personas=persona_ids,
+                        ),
                     )
 
             task_logger.info(
@@ -814,6 +826,7 @@ def process_single_user_file_project_sync(
             )
 
             user_file.needs_project_sync = False
+            user_file.needs_persona_sync = False
             user_file.last_project_sync_at = datetime.datetime.now(
                 datetime.timezone.utc
             )

backend/onyx/chat/chat_state.py

@@ -3,7 +3,6 @@ import time
 from collections.abc import Callable
 from collections.abc import Generator
 from queue import Empty
-from typing import Any
 
 from onyx.chat.citation_processor import CitationMapping
 from onyx.chat.emitter import Emitter
@@ -163,13 +162,11 @@ class ChatStateContainer:
 
 
 def run_chat_loop_with_state_containers(
-    func: Callable[..., None],
+    chat_loop_func: Callable[[Emitter, ChatStateContainer], None],
     completion_callback: Callable[[ChatStateContainer], None],
     is_connected: Callable[[], bool],
     emitter: Emitter,
     state_container: ChatStateContainer,
-    *args: Any,
-    **kwargs: Any,
 ) -> Generator[Packet, None]:
     """
     Explicit wrapper function that runs a function in a background thread
@@ -180,19 +177,18 @@ def run_chat_loop_with_state_containers(
 
     Args:
         func: The function to wrap (should accept emitter and state_container as first and second args)
+        completion_callback: Callback function to call when the function completes
         emitter: Emitter instance for sending packets
         state_container: ChatStateContainer instance for accumulating state
         is_connected: Callable that returns False when stop signal is set
-        *args: Additional positional arguments for func
-        **kwargs: Additional keyword arguments for func
 
     Usage:
         packets = run_chat_loop_with_state_containers(
             my_func,
+            completion_callback=completion_callback,
             emitter=emitter,
             state_container=state_container,
             is_connected=check_func,
-            arg1, arg2, kwarg1=value1
         )
         for packet in packets:
             # Process packets
@@ -201,9 +197,7 @@ def run_chat_loop_with_state_containers(
 
     def run_with_exception_capture() -> None:
         try:
-            # Ensure state_container is passed explicitly, removing it from kwargs if present
-            kwargs_with_state = {**kwargs, "state_container": state_container}
-            func(emitter, *args, **kwargs_with_state)
+            chat_loop_func(emitter, state_container)
         except Exception as e:
             # If execution fails, emit an exception packet
             emitter.emit(

backend/onyx/chat/chat_utils.py

@@ -461,7 +461,7 @@ def _build_tool_call_response_history_message(
 def convert_chat_history(
     chat_history: list[ChatMessage],
     files: list[ChatLoadedFile],
-    project_image_files: list[ChatLoadedFile],
+    context_image_files: list[ChatLoadedFile],
     additional_context: str | None,
     token_counter: Callable[[str], int],
     tool_id_to_name_map: dict[int, str],
@@ -541,11 +541,11 @@ def convert_chat_history(
             )
 
             # Add the user message with image files attached
-            # If this is the last USER message, also include project_image_files
-            # Note: project image file tokens are NOT counted in the token count
+            # If this is the last USER message, also include context_image_files
+            # Note: context image file tokens are NOT counted in the token count
             if idx == last_user_message_idx:
-                if project_image_files:
-                    image_files.extend(project_image_files)
+                if context_image_files:
+                    image_files.extend(context_image_files)
 
                 if additional_context:
                     simple_messages.append(

backend/onyx/chat/llm_loop.py

@@ -15,10 +15,10 @@ from onyx.chat.emitter import Emitter
 from onyx.chat.llm_step import extract_tool_calls_from_response_text
 from onyx.chat.llm_step import run_llm_step
 from onyx.chat.models import ChatMessageSimple
-from onyx.chat.models import ExtractedProjectFiles
+from onyx.chat.models import ContextFileMetadata
+from onyx.chat.models import ExtractedContextFiles
 from onyx.chat.models import FileToolMetadata
 from onyx.chat.models import LlmStepResult
-from onyx.chat.models import ProjectFileMetadata
 from onyx.chat.models import ToolCallSimple
 from onyx.chat.prompt_utils import build_reminder_message
 from onyx.chat.prompt_utils import build_system_prompt
@@ -203,17 +203,17 @@ def _try_fallback_tool_extraction(
 MAX_LLM_CYCLES = 6
 
 
-def _build_project_file_citation_mapping(
-    project_file_metadata: list[ProjectFileMetadata],
+def _build_context_file_citation_mapping(
+    file_metadata: list[ContextFileMetadata],
     starting_citation_num: int = 1,
 ) -> CitationMapping:
-    """Build citation mapping for project files.
+    """Build citation mapping for context files.
 
-    Converts project file metadata into SearchDoc objects that can be cited.
+    Converts context file metadata into SearchDoc objects that can be cited.
     Citation numbers start from the provided starting number.
 
     Args:
-        project_file_metadata: List of project file metadata
+        file_metadata: List of context file metadata
         starting_citation_num: Starting citation number (default: 1)
 
     Returns:
@@ -221,8 +221,7 @@ def _build_project_file_citation_mapping(
     """
     citation_mapping: CitationMapping = {}
 
-    for idx, file_meta in enumerate(project_file_metadata, start=starting_citation_num):
-        # Create a SearchDoc for each project file
+    for idx, file_meta in enumerate(file_metadata, start=starting_citation_num):
         search_doc = SearchDoc(
             document_id=file_meta.file_id,
             chunk_ind=0,
@@ -242,29 +241,28 @@ def _build_project_file_citation_mapping(
 
 
 def _build_project_message(
-    project_files: ExtractedProjectFiles | None,
+    context_files: ExtractedContextFiles | None,
     token_counter: Callable[[str], int] | None,
 ) -> list[ChatMessageSimple]:
-    """Build messages for project / tool-backed files.
+    """Build messages for context-injected / tool-backed files.
 
     Returns up to two messages:
-    1. The full-text project files message (if project_file_texts is populated).
+    1. The full-text files message (if file_texts is populated).
     2. A lightweight metadata message for files the LLM should access via the
-       FileReaderTool (e.g. oversized chat-attached files or project files that
-       don't fit in context).
+       FileReaderTool (e.g. oversized files that don't fit in context).
     """
-    if not project_files:
+    if not context_files:
         return []
 
     messages: list[ChatMessageSimple] = []
-    if project_files.project_file_texts:
+    if context_files.file_texts:
         messages.append(
-            _create_project_files_message(project_files, token_counter=None)
+            _create_context_files_message(context_files, token_counter=None)
         )
-    if project_files.file_metadata_for_tool and token_counter:
+    if context_files.file_metadata_for_tool and token_counter:
         messages.append(
             _create_file_tool_metadata_message(
-                project_files.file_metadata_for_tool, token_counter
+                context_files.file_metadata_for_tool, token_counter
             )
         )
     return messages
@@ -275,7 +273,7 @@ def construct_message_history(
     custom_agent_prompt: ChatMessageSimple | None,
     simple_chat_history: list[ChatMessageSimple],
     reminder_message: ChatMessageSimple | None,
-    project_files: ExtractedProjectFiles | None,
+    context_files: ExtractedContextFiles | None,
     available_tokens: int,
     last_n_user_messages: int | None = None,
     token_counter: Callable[[str], int] | None = None,
@@ -289,7 +287,7 @@ def construct_message_history(
 
     # Build the project / file-metadata messages up front so we can use their
     # actual token counts for the budget.
-    project_messages = _build_project_message(project_files, token_counter)
+    project_messages = _build_project_message(context_files, token_counter)
     project_messages_tokens = sum(m.token_count for m in project_messages)
 
     history_token_budget = available_tokens
@@ -445,17 +443,17 @@ def construct_message_history(
                     )
 
     # Attach project images to the last user message
-    if project_files and project_files.project_image_files:
+    if context_files and context_files.image_files:
         existing_images = last_user_message.image_files or []
         last_user_message = ChatMessageSimple(
             message=last_user_message.message,
             token_count=last_user_message.token_count,
             message_type=last_user_message.message_type,
-            image_files=existing_images + project_files.project_image_files,
+            image_files=existing_images + context_files.image_files,
         )
 
     # Build the final message list according to README ordering:
-    # [system], [history_before_last_user], [custom_agent], [project_files],
+    # [system], [history_before_last_user], [custom_agent], [context_files],
     # [forgotten_files], [last_user_message], [messages_after_last_user], [reminder]
     result = [system_prompt] if system_prompt else []
 
@@ -466,14 +464,14 @@ def construct_message_history(
     if custom_agent_prompt:
         result.append(custom_agent_prompt)
 
-    # 3. Add project files / file-metadata messages (inserted before last user message)
+    # 3. Add context files / file-metadata messages (inserted before last user message)
     result.extend(project_messages)
 
     # 4. Add forgotten-files metadata (right before the user's question)
     if forgotten_files_message:
         result.append(forgotten_files_message)
 
-    # 5. Add last user message (with project images attached)
+    # 5. Add last user message (with context images attached)
     result.append(last_user_message)
 
     # 6. Add messages after last user message (tool calls, responses, etc.)
@@ -547,11 +545,11 @@ def _create_file_tool_metadata_message(
     )
 
 
-def _create_project_files_message(
-    project_files: ExtractedProjectFiles,
+def _create_context_files_message(
+    context_files: ExtractedContextFiles,
     token_counter: Callable[[str], int] | None,  # noqa: ARG001
 ) -> ChatMessageSimple:
-    """Convert project files to a ChatMessageSimple message.
+    """Convert context files to a ChatMessageSimple message.
 
     Format follows the README specification for document representation.
     """
@@ -559,7 +557,7 @@ def _create_project_files_message(
 
     # Format as documents JSON as described in README
     documents_list = []
-    for idx, file_text in enumerate(project_files.project_file_texts, start=1):
+    for idx, file_text in enumerate(context_files.file_texts, start=1):
         documents_list.append(
             {
                 "document": idx,
@@ -570,10 +568,10 @@ def _create_project_files_message(
     documents_json = json.dumps({"documents": documents_list}, indent=2)
     message_content = f"Here are some documents provided for context, they may not all be relevant:\n{documents_json}"
 
-    # Use pre-calculated token count from project_files
+    # Use pre-calculated token count from context_files
     return ChatMessageSimple(
         message=message_content,
-        token_count=project_files.total_token_count,
+        token_count=context_files.total_token_count,
         message_type=MessageType.USER,
     )
 
@@ -584,7 +582,7 @@ def run_llm_loop(
     simple_chat_history: list[ChatMessageSimple],
     tools: list[Tool],
     custom_agent_prompt: str | None,
-    project_files: ExtractedProjectFiles,
+    context_files: ExtractedContextFiles,
     persona: Persona | None,
     user_memory_context: UserMemoryContext | None,
     llm: LLM,
@@ -627,9 +625,9 @@ def run_llm_loop(
 
         # Add project file citation mappings if project files are present
         project_citation_mapping: CitationMapping = {}
-        if project_files.project_file_metadata:
-            project_citation_mapping = _build_project_file_citation_mapping(
-                project_files.project_file_metadata
+        if context_files.file_metadata:
+            project_citation_mapping = _build_context_file_citation_mapping(
+                context_files.file_metadata
             )
             citation_processor.update_citation_mapping(project_citation_mapping)
 
@@ -647,7 +645,7 @@ def run_llm_loop(
         # TODO allow citing of images in Projects. Since attached to the last user message, it has no text associated with it.
         # One future workaround is to include the images as separate user messages with citation information and process those.
         always_cite_documents: bool = bool(
-            project_files.project_as_filter or project_files.project_file_texts
+            context_files.use_as_search_filter or context_files.file_texts
         )
         should_cite_documents: bool = False
         ran_image_gen: bool = False
@@ -788,7 +786,7 @@ def run_llm_loop(
                 custom_agent_prompt=custom_agent_prompt_msg,
                 simple_chat_history=simple_chat_history,
                 reminder_message=reminder_msg,
-                project_files=project_files,
+                context_files=context_files,
                 available_tokens=available_tokens,
                 token_counter=token_counter,
                 all_injected_file_metadata=all_injected_file_metadata,

backend/onyx/chat/models.py

@@ -31,13 +31,6 @@ class CustomToolResponse(BaseModel):
     tool_name: str
 
 
-class ProjectSearchConfig(BaseModel):
-    """Configuration for search tool availability in project context."""
-
-    search_usage: SearchToolUsage
-    disable_forced_tool: bool
-
-
 class CreateChatSessionID(BaseModel):
     chat_session_id: UUID
 
@@ -132,8 +125,8 @@ class ChatMessageSimple(BaseModel):
     file_id: str | None = None
 
 
-class ProjectFileMetadata(BaseModel):
-    """Metadata for a project file to enable citation support."""
+class ContextFileMetadata(BaseModel):
+    """Metadata for a context-injected file to enable citation support."""
 
     file_id: str
     filename: str
@@ -167,20 +160,28 @@ class ChatHistoryResult(BaseModel):
     all_injected_file_metadata: dict[str, FileToolMetadata]
 
 
-class ExtractedProjectFiles(BaseModel):
-    project_file_texts: list[str]
-    project_image_files: list[ChatLoadedFile]
-    project_as_filter: bool
+class ExtractedContextFiles(BaseModel):
+    """Result of attempting to load user files (from a project or persona) into context."""
+
+    file_texts: list[str]
+    image_files: list[ChatLoadedFile]
+    use_as_search_filter: bool
     total_token_count: int
-    # Metadata for project files to enable citations
-    project_file_metadata: list[ProjectFileMetadata]
-    # None if not a project
-    project_uncapped_token_count: int | None
     # Lightweight metadata for files exposed via FileReaderTool
-    # (populated when files don't fit in context and vector DB is disabled)
+    # (populated when files don't fit in context and vector DB is disabled).
+    file_metadata: list[ContextFileMetadata]
+    uncapped_token_count: int | None
     file_metadata_for_tool: list[FileToolMetadata] = []
 
 
+class SearchParams(BaseModel):
+    """Resolved search filter IDs and search-tool usage for a chat turn."""
+
+    search_project_id: int | None
+    search_persona_id: int | None
+    search_usage: SearchToolUsage
+
+
 class LlmStepResult(BaseModel):
     reasoning: str | None
     answer: str | None

backend/onyx/chat/process_message.py

@@ -3,6 +3,7 @@ IMPORTANT: familiarize yourself with the design concepts prior to contributing t
 An overview can be found in the README.md file in this directory.
 """
 
+import io
 import re
 import traceback
 from collections.abc import Callable
@@ -33,11 +34,11 @@ from onyx.chat.models import ChatBasicResponse
 from onyx.chat.models import ChatFullResponse
 from onyx.chat.models import ChatLoadedFile
 from onyx.chat.models import ChatMessageSimple
+from onyx.chat.models import ContextFileMetadata
 from onyx.chat.models import CreateChatSessionID
-from onyx.chat.models import ExtractedProjectFiles
+from onyx.chat.models import ExtractedContextFiles
 from onyx.chat.models import FileToolMetadata
-from onyx.chat.models import ProjectFileMetadata
-from onyx.chat.models import ProjectSearchConfig
+from onyx.chat.models import SearchParams
 from onyx.chat.models import StreamingError
 from onyx.chat.models import ToolCallResponse
 from onyx.chat.prompt_utils import calculate_reserved_tokens
@@ -62,11 +63,12 @@ from onyx.db.models import ChatSession
 from onyx.db.models import Persona
 from onyx.db.models import User
 from onyx.db.models import UserFile
-from onyx.db.projects import get_project_token_count
 from onyx.db.projects import get_user_files_from_project
 from onyx.db.tools import get_tools
 from onyx.deep_research.dr_loop import run_deep_research_llm_loop
+from onyx.file_processing.extract_file_text import extract_file_text
 from onyx.file_store.models import ChatFileType
+from onyx.file_store.models import InMemoryChatFile
 from onyx.file_store.utils import load_in_memory_chat_files
 from onyx.file_store.utils import verify_user_files
 from onyx.llm.factory import get_llm_for_persona
@@ -139,12 +141,12 @@ def _collect_available_file_ids(
                 pass
 
     if project_id:
-        project_files = get_user_files_from_project(
+        user_files = get_user_files_from_project(
             project_id=project_id,
             user_id=user_id,
             db_session=db_session,
         )
-        for uf in project_files:
+        for uf in user_files:
             user_file_ids.add(uf.id)
 
     return _AvailableFiles(
@@ -192,9 +194,67 @@ def _convert_loaded_files_to_chat_files(
     return chat_files
 
 
-def _extract_project_file_texts_and_images(
+def resolve_context_user_files(
+    persona: Persona,
     project_id: int | None,
     user_id: UUID | None,
+    db_session: Session,
+) -> list[UserFile]:
+    """Apply the precedence rule to decide which user files to load.
+
+    A custom persona fully supersedes the project.  When a chat uses a
+    custom persona, the project is purely organisational — its files are
+    never loaded and never made searchable.
+
+    Custom persona → persona's own user_files (may be empty).
+    Default persona inside a project → project files.
+    Otherwise → empty list.
+    """
+    if persona.id != DEFAULT_PERSONA_ID:
+        return list(persona.user_files) if persona.user_files else []
+    if project_id:
+        return get_user_files_from_project(
+            project_id=project_id,
+            user_id=user_id,
+            db_session=db_session,
+        )
+    return []
+
+
+def _empty_extracted_context_files() -> ExtractedContextFiles:
+    return ExtractedContextFiles(
+        file_texts=[],
+        image_files=[],
+        use_as_search_filter=False,
+        total_token_count=0,
+        file_metadata=[],
+        uncapped_token_count=None,
+    )
+
+
+def _extract_text_from_in_memory_file(f: InMemoryChatFile) -> str | None:
+    """Extract text content from an InMemoryChatFile.
+
+    PLAIN_TEXT: the content is pre-extracted UTF-8 plaintext stored during
+    ingestion — decode directly.
+    DOC / CSV / other text types: the content is the original file bytes —
+    use extract_file_text which handles encoding detection and format parsing.
+    """
+    try:
+        if f.file_type == ChatFileType.PLAIN_TEXT:
+            return f.content.decode("utf-8", errors="ignore").replace("\x00", "")
+        return extract_file_text(
+            file=io.BytesIO(f.content),
+            file_name=f.filename or "",
+            break_on_unprocessable=False,
+        )
+    except Exception:
+        logger.warning(f"Failed to extract text from file {f.file_id}", exc_info=True)
+        return None
+
+
+def extract_context_files(
+    user_files: list[UserFile],
     llm_max_context_window: int,
     reserved_token_count: int,
     db_session: Session,
@@ -203,8 +263,12 @@ def _extract_project_file_texts_and_images(
     # 60% of the LLM's max context window. The other benefit is that for projects with
     # more files, this makes it so that we don't throw away the history too quickly every time.
     max_llm_context_percentage: float = 0.6,
-) -> ExtractedProjectFiles:
-    """Extract text content from project files if they fit within the context window.
+) -> ExtractedContextFiles:
+    """Load user files into context if they fit; otherwise flag for search.
+
+    The caller is responsible for deciding *which* user files to pass in
+    (project files, persona files, etc.).  This function only cares about
+    the all-or-nothing fit check and the actual content loading.
 
     Args:
         project_id: The project ID to load files from
@@ -213,160 +277,95 @@ def _extract_project_file_texts_and_images(
         reserved_token_count: Number of tokens to reserve for other content
         db_session: Database session
         max_llm_context_percentage: Maximum percentage of the LLM context window to use.
-
     Returns:
-        ExtractedProjectFiles containing:
-        - List of text content strings from project files (text files only)
-        - List of image files from project (ChatLoadedFile objects)
-        - Project id if the the project should be provided as a filter in search or None if not.
+        ExtractedContextFiles containing:
+        - List of text content strings from context files (text files only)
+        - List of image files from context (ChatLoadedFile objects)
         - Total token count of all extracted files
+        - File metadata for context files
+        - Uncapped token count of all extracted files
+        - File metadata for files that don't fit in context and vector DB is disabled
     """
-    # TODO I believe this is not handling all file types correctly.
-    project_as_filter = False
-    if not project_id:
-        return ExtractedProjectFiles(
-            project_file_texts=[],
-            project_image_files=[],
-            project_as_filter=False,
-            total_token_count=0,
-            project_file_metadata=[],
-            project_uncapped_token_count=None,
-        )
+    # TODO(yuhong): I believe this is not handling all file types correctly.
 
+    if not user_files:
+        return _empty_extracted_context_files()
+
+    aggregate_tokens = sum(uf.token_count or 0 for uf in user_files)
     max_actual_tokens = (
         llm_max_context_window - reserved_token_count
     ) * max_llm_context_percentage
 
-    # Calculate total token count for all user files in the project
-    project_tokens = get_project_token_count(
-        project_id=project_id,
-        user_id=user_id,
+    if aggregate_tokens >= max_actual_tokens:
+        tool_metadata = []
+        use_as_search_filter = not DISABLE_VECTOR_DB
+        if DISABLE_VECTOR_DB:
+            tool_metadata = _build_file_tool_metadata_for_user_files(user_files)
+        return ExtractedContextFiles(
+            file_texts=[],
+            image_files=[],
+            use_as_search_filter=use_as_search_filter,
+            total_token_count=0,
+            file_metadata=[],
+            uncapped_token_count=aggregate_tokens,
+            file_metadata_for_tool=tool_metadata,
+        )
+
+    # Files fit — load them into context
+    user_file_map = {str(uf.id): uf for uf in user_files}
+    in_memory_files = load_in_memory_chat_files(
+        user_file_ids=[uf.id for uf in user_files],
         db_session=db_session,
     )
 
-    project_file_texts: list[str] = []
-    project_image_files: list[ChatLoadedFile] = []
-    project_file_metadata: list[ProjectFileMetadata] = []
+    file_texts: list[str] = []
+    image_files: list[ChatLoadedFile] = []
+    file_metadata: list[ContextFileMetadata] = []
     total_token_count = 0
-    if project_tokens < max_actual_tokens:
-        # Load project files into memory using cached plaintext when available
-        project_user_files = get_user_files_from_project(
-            project_id=project_id,
-            user_id=user_id,
-            db_session=db_session,
-        )
-        if project_user_files:
-            # Create a mapping from file_id to UserFile for token count lookup
-            user_file_map = {str(file.id): file for file in project_user_files}
 
-            project_file_ids = [file.id for file in project_user_files]
-            in_memory_project_files = load_in_memory_chat_files(
-                user_file_ids=project_file_ids,
-                db_session=db_session,
+    for f in in_memory_files:
+        uf = user_file_map.get(str(f.file_id))
+        if f.file_type.is_text_file():
+            text_content = _extract_text_from_in_memory_file(f)
+            if not text_content:
+                continue
+            file_texts.append(text_content)
+            file_metadata.append(
+                ContextFileMetadata(
+                    file_id=str(f.file_id),
+                    filename=f.filename or f"file_{f.file_id}",
+                    file_content=text_content,
+                )
+            )
+            if uf and uf.token_count:
+                total_token_count += uf.token_count
+        elif f.file_type == ChatFileType.IMAGE:
+            token_count = uf.token_count if uf and uf.token_count else 0
+            total_token_count += token_count
+            image_files.append(
+                ChatLoadedFile(
+                    file_id=f.file_id,
+                    content=f.content,
+                    file_type=f.file_type,
+                    filename=f.filename,
+                    content_text=None,
+                    token_count=token_count,
+                )
             )
 
-            # Extract text content from loaded files
-            for file in in_memory_project_files:
-                if file.file_type.is_text_file():
-                    try:
-                        text_content = file.content.decode("utf-8", errors="ignore")
-                        # Strip null bytes
-                        text_content = text_content.replace("\x00", "")
-                        if text_content:
-                            project_file_texts.append(text_content)
-                            # Add metadata for citation support
-                            project_file_metadata.append(
-                                ProjectFileMetadata(
-                                    file_id=str(file.file_id),
-                                    filename=file.filename or f"file_{file.file_id}",
-                                    file_content=text_content,
-                                )
-                            )
-                            # Add token count for text file
-                            user_file = user_file_map.get(str(file.file_id))
-                            if user_file and user_file.token_count:
-                                total_token_count += user_file.token_count
-                    except Exception:
-                        # Skip files that can't be decoded
-                        pass
-                elif file.file_type == ChatFileType.IMAGE:
-                    # Convert InMemoryChatFile to ChatLoadedFile
-                    user_file = user_file_map.get(str(file.file_id))
-                    token_count = (
-                        user_file.token_count
-                        if user_file and user_file.token_count
-                        else 0
-                    )
-                    total_token_count += token_count
-                    chat_loaded_file = ChatLoadedFile(
-                        file_id=file.file_id,
-                        content=file.content,
-                        file_type=file.file_type,
-                        filename=file.filename,
-                        content_text=None,  # Images don't have text content
-                        token_count=token_count,
-                    )
-                    project_image_files.append(chat_loaded_file)
-    else:
-        if DISABLE_VECTOR_DB:
-            # Without a vector DB we can't use project-as-filter search.
-            # Instead, build lightweight metadata so the LLM can call the
-            # FileReaderTool to inspect individual files on demand.
-            file_metadata_for_tool = _build_file_tool_metadata_for_project(
-                project_id=project_id,
-                user_id=user_id,
-                db_session=db_session,
-            )
-            return ExtractedProjectFiles(
-                project_file_texts=[],
-                project_image_files=[],
-                project_as_filter=False,
-                total_token_count=0,
-                project_file_metadata=[],
-                project_uncapped_token_count=project_tokens,
-                file_metadata_for_tool=file_metadata_for_tool,
-            )
-        project_as_filter = True
-
-    return ExtractedProjectFiles(
-        project_file_texts=project_file_texts,
-        project_image_files=project_image_files,
-        project_as_filter=project_as_filter,
+    return ExtractedContextFiles(
+        file_texts=file_texts,
+        image_files=image_files,
+        use_as_search_filter=False,
         total_token_count=total_token_count,
-        project_file_metadata=project_file_metadata,
-        project_uncapped_token_count=project_tokens,
+        file_metadata=file_metadata,
+        uncapped_token_count=aggregate_tokens,
     )
 
 
 APPROX_CHARS_PER_TOKEN = 4
 
 
-def _build_file_tool_metadata_for_project(
-    project_id: int,
-    user_id: UUID | None,
-    db_session: Session,
-) -> list[FileToolMetadata]:
-    """Build lightweight FileToolMetadata for every file in a project.
-
-    Used when files are too large to fit in context and the vector DB is
-    disabled, so the LLM needs to know which files it can read via the
-    FileReaderTool.
-    """
-    project_user_files = get_user_files_from_project(
-        project_id=project_id,
-        user_id=user_id,
-        db_session=db_session,
-    )
-    return [
-        FileToolMetadata(
-            file_id=str(uf.id),
-            filename=uf.name,
-            approx_char_count=(uf.token_count or 0) * APPROX_CHARS_PER_TOKEN,
-        )
-        for uf in project_user_files
-    ]
-
-
 def _build_file_tool_metadata_for_user_files(
     user_files: list[UserFile],
 ) -> list[FileToolMetadata]:
@@ -381,55 +380,46 @@ def _build_file_tool_metadata_for_user_files(
     ]
 
 
-def _get_project_search_availability(
+def determine_search_params(
+    persona_id: int,
     project_id: int | None,
-    persona_id: int | None,
-    loaded_project_files: bool,
-    project_has_files: bool,
-    forced_tool_id: int | None,
-    search_tool_id: int | None,
-) -> ProjectSearchConfig:
-    """Determine search tool availability based on project context.
+    extracted_context_files: ExtractedContextFiles,
+) -> SearchParams:
+    """Decide which search filter IDs and search-tool usage apply for a chat turn.
 
-    Search is disabled when ALL of the following are true:
-    - User is in a project
-    - Using the default persona (not a custom agent)
-    - Project files are already loaded in context
+    A custom persona fully supersedes the project — project files are never
+    searchable and the search tool config is entirely controlled by the
+    persona.  The project_id filter is only set for the default persona.
 
-    When search is disabled and the user tried to force the search tool,
-    that forcing is also disabled.
-
-    Returns AUTO (follow persona config) in all other cases.
+    For the default persona inside a project:
+      - Files overflow  → ENABLED  (vector DB scopes to these files)
+      - Files fit       → DISABLED (content already in prompt)
+      - No files at all → DISABLED (nothing to search)
     """
-    # Not in a project, this should have no impact on search tool availability
-    if not project_id:
-        return ProjectSearchConfig(
-            search_usage=SearchToolUsage.AUTO, disable_forced_tool=False
-        )
+    is_custom_persona = persona_id != DEFAULT_PERSONA_ID
 
-    # Custom persona in project - let persona config decide
-    # Even if there are no files in the project, it's still guided by the persona config.
-    if persona_id != DEFAULT_PERSONA_ID:
-        return ProjectSearchConfig(
-            search_usage=SearchToolUsage.AUTO, disable_forced_tool=False
-        )
+    search_project_id: int | None = None
+    search_persona_id: int | None = None
+    if extracted_context_files.use_as_search_filter:
+        if is_custom_persona:
+            search_persona_id = persona_id
+        else:
+            search_project_id = project_id
 
-    # If in a project with the default persona and the files have been already loaded into the context or
-    # there are no files in the project, disable search as there is nothing to search for.
-    if loaded_project_files or not project_has_files:
-        user_forced_search = (
-            forced_tool_id is not None
-            and search_tool_id is not None
-            and forced_tool_id == search_tool_id
-        )
-        return ProjectSearchConfig(
-            search_usage=SearchToolUsage.DISABLED,
-            disable_forced_tool=user_forced_search,
-        )
+    search_usage = SearchToolUsage.AUTO
+    if not is_custom_persona and project_id:
+        has_context_files = bool(extracted_context_files.uncapped_token_count)
+        files_loaded_in_context = bool(extracted_context_files.file_texts)
 
-    # Default persona in a project with files, but also the files have not been loaded into the context already.
-    return ProjectSearchConfig(
-        search_usage=SearchToolUsage.ENABLED, disable_forced_tool=False
+        if extracted_context_files.use_as_search_filter:
+            search_usage = SearchToolUsage.ENABLED
+        elif files_loaded_in_context or not has_context_files:
+            search_usage = SearchToolUsage.DISABLED
+
+    return SearchParams(
+        search_project_id=search_project_id,
+        search_persona_id=search_persona_id,
+        search_usage=search_usage,
     )
 
 
@@ -661,26 +651,37 @@ def handle_stream_message_objects(
             user_memory_context=prompt_memory_context,
         )
 
-        # Process projects, if all of the files fit in the context, it doesn't need to use RAG
-        extracted_project_files = _extract_project_file_texts_and_images(
+        # Determine which user files to use.  A custom persona fully
+        # supersedes the project — project files are never loaded or
+        # searchable when a custom persona is in play.  Only the default
+        # persona inside a project uses the project's files.
+        context_user_files = resolve_context_user_files(
+            persona=persona,
             project_id=chat_session.project_id,
             user_id=user_id,
+            db_session=db_session,
+        )
+
+        extracted_context_files = extract_context_files(
+            user_files=context_user_files,
             llm_max_context_window=llm.config.max_input_tokens,
             reserved_token_count=reserved_token_count,
             db_session=db_session,
         )
 
-        # When the vector DB is disabled, persona-attached user_files have no
-        # search pipeline path. Inject them as file_metadata_for_tool so the
-        # LLM can read them via the FileReaderTool.
-        if DISABLE_VECTOR_DB and persona.user_files:
-            persona_file_metadata = _build_file_tool_metadata_for_user_files(
-                persona.user_files
-            )
-            # Merge persona file metadata into the extracted project files
-            extracted_project_files.file_metadata_for_tool.extend(persona_file_metadata)
+        search_params = determine_search_params(
+            persona_id=persona.id,
+            project_id=chat_session.project_id,
+            extracted_context_files=extracted_context_files,
+        )
+
+        # Also grant access to persona-attached user files for FileReaderTool
+        if persona.user_files:
+            existing = set(available_files.user_file_ids)
+            for uf in persona.user_files:
+                if uf.id not in existing:
+                    available_files.user_file_ids.append(uf.id)
 
-        # Build a mapping of tool_id to tool_name for history reconstruction
         all_tools = get_tools(db_session)
         tool_id_to_name_map = {tool.id: tool.name for tool in all_tools}
 
@@ -689,30 +690,17 @@ def handle_stream_message_objects(
             None,
         )
 
-        # Determine if search should be disabled for this project context
         forced_tool_id = new_msg_req.forced_tool_id
-        project_search_config = _get_project_search_availability(
-            project_id=chat_session.project_id,
-            persona_id=persona.id,
-            loaded_project_files=bool(extracted_project_files.project_file_texts),
-            project_has_files=bool(
-                extracted_project_files.project_uncapped_token_count
-            ),
-            forced_tool_id=new_msg_req.forced_tool_id,
-            search_tool_id=search_tool_id,
-        )
-        if project_search_config.disable_forced_tool:
+        if (
+            search_params.search_usage == SearchToolUsage.DISABLED
+            and forced_tool_id is not None
+            and search_tool_id is not None
+            and forced_tool_id == search_tool_id
+        ):
             forced_tool_id = None
 
         emitter = get_default_emitter()
 
-        # Also grant access to persona-attached user files
-        if persona.user_files:
-            existing = set(available_files.user_file_ids)
-            for uf in persona.user_files:
-                if uf.id not in existing:
-                    available_files.user_file_ids.append(uf.id)
-
         # Construct tools based on the persona configurations
         tool_dict = construct_tools(
             persona=persona,
@@ -722,11 +710,8 @@ def handle_stream_message_objects(
             llm=llm,
             search_tool_config=SearchToolConfig(
                 user_selected_filters=new_msg_req.internal_search_filters,
-                project_id=(
-                    chat_session.project_id
-                    if extracted_project_files.project_as_filter
-                    else None
-                ),
+                project_id=search_params.search_project_id,
+                persona_id=search_params.search_persona_id,
                 bypass_acl=bypass_acl,
                 slack_context=slack_context,
                 enable_slack_search=_should_enable_slack_search(
@@ -744,7 +729,7 @@ def handle_stream_message_objects(
                 chat_file_ids=available_files.chat_file_ids,
             ),
             allowed_tool_ids=new_msg_req.allowed_tool_ids,
-            search_usage_forcing_setting=project_search_config.search_usage,
+            search_usage_forcing_setting=search_params.search_usage,
         )
         tools: list[Tool] = []
         for tool_list in tool_dict.values():
@@ -783,7 +768,7 @@ def handle_stream_message_objects(
         chat_history_result = convert_chat_history(
             chat_history=chat_history,
             files=files,
-            project_image_files=extracted_project_files.project_image_files,
+            context_image_files=extracted_context_files.image_files,
             additional_context=additional_context,
             token_counter=token_counter,
             tool_id_to_name_map=tool_id_to_name_map,
@@ -879,46 +864,54 @@ def handle_stream_message_objects(
             # (user has already responded to a clarification question)
             skip_clarification = is_last_assistant_message_clarification(chat_history)
 
+            # NOTE: we _could_ pass in a zero argument function since emitter and state_container
+            # are just passed in immediately anyways, but the abstraction is cleaner this way.
             yield from run_chat_loop_with_state_containers(
-                run_deep_research_llm_loop,
+                lambda emitter, state_container: run_deep_research_llm_loop(
+                    emitter=emitter,
+                    state_container=state_container,
+                    simple_chat_history=simple_chat_history,
+                    tools=tools,
+                    custom_agent_prompt=custom_agent_prompt,
+                    llm=llm,
+                    token_counter=token_counter,
+                    db_session=db_session,
+                    skip_clarification=skip_clarification,
+                    user_identity=user_identity,
+                    chat_session_id=str(chat_session.id),
+                    all_injected_file_metadata=all_injected_file_metadata,
+                ),
                 llm_loop_completion_callback,
                 is_connected=check_is_connected,
                 emitter=emitter,
                 state_container=state_container,
-                simple_chat_history=simple_chat_history,
-                tools=tools,
-                custom_agent_prompt=custom_agent_prompt,
-                llm=llm,
-                token_counter=token_counter,
-                db_session=db_session,
-                skip_clarification=skip_clarification,
-                user_identity=user_identity,
-                chat_session_id=str(chat_session.id),
-                all_injected_file_metadata=all_injected_file_metadata,
             )
         else:
             yield from run_chat_loop_with_state_containers(
-                run_llm_loop,
+                lambda emitter, state_container: run_llm_loop(
+                    emitter=emitter,
+                    state_container=state_container,
+                    simple_chat_history=simple_chat_history,
+                    tools=tools,
+                    custom_agent_prompt=custom_agent_prompt,
+                    context_files=extracted_context_files,
+                    persona=persona,
+                    user_memory_context=user_memory_context,
+                    llm=llm,
+                    token_counter=token_counter,
+                    db_session=db_session,
+                    forced_tool_id=forced_tool_id,
+                    user_identity=user_identity,
+                    chat_session_id=str(chat_session.id),
+                    chat_files=chat_files_for_tools,
+                    include_citations=new_msg_req.include_citations,
+                    all_injected_file_metadata=all_injected_file_metadata,
+                    inject_memories_in_prompt=user.use_memories,
+                ),
                 llm_loop_completion_callback,
                 is_connected=check_is_connected,  # Not passed through to run_llm_loop
                 emitter=emitter,
                 state_container=state_container,
-                simple_chat_history=simple_chat_history,
-                tools=tools,
-                custom_agent_prompt=custom_agent_prompt,
-                project_files=extracted_project_files,
-                persona=persona,
-                user_memory_context=user_memory_context,
-                llm=llm,
-                token_counter=token_counter,
-                db_session=db_session,
-                forced_tool_id=forced_tool_id,
-                user_identity=user_identity,
-                chat_session_id=str(chat_session.id),
-                chat_files=chat_files_for_tools,
-                include_citations=new_msg_req.include_citations,
-                all_injected_file_metadata=all_injected_file_metadata,
-                inject_memories_in_prompt=user.use_memories,
             )
 
     except ValueError as e:

backend/onyx/configs/app_configs.py

@@ -294,6 +294,12 @@ ENABLE_OPENSEARCH_RETRIEVAL_FOR_ONYX = (
     ENABLE_OPENSEARCH_INDEXING_FOR_ONYX
     and os.environ.get("ENABLE_OPENSEARCH_RETRIEVAL_FOR_ONYX", "").lower() == "true"
 )
+# Whether we should check for and create an index if necessary every time we
+# instantiate an OpenSearchDocumentIndex on multitenant cloud. Defaults to True.
+VERIFY_CREATE_OPENSEARCH_INDEX_ON_INIT_MT = (
+    os.environ.get("VERIFY_CREATE_OPENSEARCH_INDEX_ON_INIT_MT", "true").lower()
+    == "true"
+)
 
 VESPA_HOST = os.environ.get("VESPA_HOST") or "localhost"
 # NOTE: this is used if and only if the vespa config server is accessible via a

backend/onyx/connectors/gong/connector.py

@@ -32,6 +32,8 @@ class GongConnector(LoadConnector, PollConnector):
     BASE_URL = "https://api.gong.io"
     MAX_CALL_DETAILS_ATTEMPTS = 6
     CALL_DETAILS_DELAY = 30  # in seconds
+    # Gong API limit is 3 calls/sec — stay safely under it
+    MIN_REQUEST_INTERVAL = 0.5  # seconds between requests
 
     def __init__(
         self,
@@ -45,9 +47,13 @@ class GongConnector(LoadConnector, PollConnector):
         self.continue_on_fail = continue_on_fail
         self.auth_token_basic: str | None = None
         self.hide_user_info = hide_user_info
+        self._last_request_time: float = 0.0
 
+        # urllib3 Retry already respects the Retry-After header by default
+        # (respect_retry_after_header=True), so on 429 it will sleep for the
+        # duration Gong specifies before retrying.
         retry_strategy = Retry(
-            total=5,
+            total=10,
             backoff_factor=2,
             status_forcelist=[429, 500, 502, 503, 504],
         )
@@ -61,8 +67,24 @@ class GongConnector(LoadConnector, PollConnector):
         url = f"{GongConnector.BASE_URL}{endpoint}"
         return url
 
+    def _throttled_request(
+        self, method: str, url: str, **kwargs: Any
+    ) -> requests.Response:
+        """Rate-limited request wrapper. Enforces MIN_REQUEST_INTERVAL between
+        calls to stay under Gong's 3 calls/sec limit and avoid triggering 429s."""
+        now = time.monotonic()
+        elapsed = now - self._last_request_time
+        if elapsed < self.MIN_REQUEST_INTERVAL:
+            time.sleep(self.MIN_REQUEST_INTERVAL - elapsed)
+
+        response = self._session.request(method, url, **kwargs)
+        self._last_request_time = time.monotonic()
+        return response
+
     def _get_workspace_id_map(self) -> dict[str, str]:
-        response = self._session.get(GongConnector.make_url("/v2/workspaces"))
+        response = self._throttled_request(
+            "GET", GongConnector.make_url("/v2/workspaces")
+        )
         response.raise_for_status()
 
         workspaces_details = response.json().get("workspaces")
@@ -106,8 +128,8 @@ class GongConnector(LoadConnector, PollConnector):
                     del body["filter"]["workspaceId"]
 
             while True:
-                response = self._session.post(
-                    GongConnector.make_url("/v2/calls/transcript"), json=body
+                response = self._throttled_request(
+                    "POST", GongConnector.make_url("/v2/calls/transcript"), json=body
                 )
                 # If no calls in the range, just break out
                 if response.status_code == 404:
@@ -142,8 +164,8 @@ class GongConnector(LoadConnector, PollConnector):
             "contentSelector": {"exposedFields": {"parties": True}},
         }
 
-        response = self._session.post(
-            GongConnector.make_url("/v2/calls/extensive"), json=body
+        response = self._throttled_request(
+            "POST", GongConnector.make_url("/v2/calls/extensive"), json=body
         )
         response.raise_for_status()
 
@@ -194,7 +216,8 @@ class GongConnector(LoadConnector, PollConnector):
             # There's a likely race condition in the API where a transcript will have a
             # call id but the call to v2/calls/extensive will not return all of the id's
             # retry with exponential backoff has been observed to mitigate this
-            # in ~2 minutes
+            # in ~2 minutes. After max attempts, proceed with whatever we have —
+            # the per-call loop below will skip missing IDs gracefully.
             current_attempt = 0
             while True:
                 current_attempt += 1
@@ -213,11 +236,14 @@ class GongConnector(LoadConnector, PollConnector):
                     f"missing_call_ids={missing_call_ids}"
                 )
                 if current_attempt >= self.MAX_CALL_DETAILS_ATTEMPTS:
-                    raise RuntimeError(
-                        f"Attempt count exceeded for _get_call_details_by_ids: "
-                        f"missing_call_ids={missing_call_ids} "
-                        f"max_attempts={self.MAX_CALL_DETAILS_ATTEMPTS}"
+                    logger.error(
+                        f"Giving up on missing call id's after "
+                        f"{self.MAX_CALL_DETAILS_ATTEMPTS} attempts: "
+                        f"missing_call_ids={missing_call_ids} — "
+                        f"proceeding with {len(call_details_map)} of "
+                        f"{len(transcript_call_ids)} calls"
                     )
+                    break
 
                 wait_seconds = self.CALL_DETAILS_DELAY * pow(2, current_attempt - 1)
                 logger.warning(

backend/onyx/connectors/sharepoint/connector.py

@@ -23,7 +23,6 @@ from cryptography.hazmat.primitives import hashes
 from cryptography.hazmat.primitives import serialization
 from cryptography.hazmat.primitives.serialization import pkcs12
 from office365.graph_client import GraphClient  # type: ignore[import-untyped]
-from office365.intune.organizations.organization import Organization  # type: ignore[import-untyped]
 from office365.onedrive.driveitems.driveItem import DriveItem  # type: ignore[import-untyped]
 from office365.onedrive.sites.site import Site  # type: ignore[import-untyped]
 from office365.onedrive.sites.sites_with_root import SitesWithRoot  # type: ignore[import-untyped]
@@ -872,6 +871,56 @@ class SharepointConnector(
                     "Site URLs must be full Sharepoint URLs (e.g. https://your-tenant.sharepoint.com/sites/your-site or https://your-tenant.sharepoint.com/teams/your-team)"
                 )
 
+    def _extract_tenant_domain_from_sites(self) -> str | None:
+        """Extract the tenant domain from configured site URLs.
+
+        Site URLs look like https://{tenant}.sharepoint.com/sites/... so the
+        tenant domain is the first label of the hostname.
+        """
+        for site_url in self.sites:
+            try:
+                hostname = urlsplit(site_url.strip()).hostname
+            except ValueError:
+                continue
+            if not hostname:
+                continue
+            tenant = hostname.split(".")[0]
+            if tenant:
+                return tenant
+        logger.warning(f"No tenant domain found from {len(self.sites)} sites")
+        return None
+
+    def _resolve_tenant_domain_from_root_site(self) -> str:
+        """Resolve tenant domain via GET /v1.0/sites/root which only requires
+        Sites.Read.All (a permission the connector already needs)."""
+        root_site = self.graph_client.sites.root.get().execute_query()
+        hostname = root_site.site_collection.hostname
+        if not hostname:
+            raise ConnectorValidationError(
+                "Could not determine tenant domain from root site"
+            )
+        tenant_domain = hostname.split(".")[0]
+        logger.info(
+            "Resolved tenant domain '%s' from root site hostname '%s'",
+            tenant_domain,
+            hostname,
+        )
+        return tenant_domain
+
+    def _resolve_tenant_domain(self) -> str:
+        """Determine the tenant domain, preferring site URLs over a Graph API
+        call to avoid needing extra permissions."""
+        from_sites = self._extract_tenant_domain_from_sites()
+        if from_sites:
+            logger.info(
+                "Resolved tenant domain '%s' from site URLs",
+                from_sites,
+            )
+            return from_sites
+
+        logger.info("No site URLs available; resolving tenant domain from root site")
+        return self._resolve_tenant_domain_from_root_site()
+
     @property
     def graph_client(self) -> GraphClient:
         if self._graph_client is None:
@@ -1589,6 +1638,11 @@ class SharepointConnector(
         sp_private_key = credentials.get("sp_private_key")
         sp_certificate_password = credentials.get("sp_certificate_password")
 
+        if not sp_client_id:
+            raise ConnectorValidationError("Client ID is required")
+        if not sp_directory_id:
+            raise ConnectorValidationError("Directory (tenant) ID is required")
+
         authority_url = f"{self.authority_host}/{sp_directory_id}"
 
         if auth_method == SharepointAuthMethod.CERTIFICATE.value:
@@ -1641,21 +1695,7 @@ class SharepointConnector(
             _acquire_token_for_graph, environment=self._azure_environment
         )
         if auth_method == SharepointAuthMethod.CERTIFICATE.value:
-            org = self.graph_client.organization.get().execute_query()
-            if not org or len(org) == 0:
-                raise ConnectorValidationError("No organization found")
-
-            tenant_info: Organization = org[
-                0
-            ]  # Access first item directly from collection
-            if not tenant_info.verified_domains:
-                raise ConnectorValidationError("No verified domains found for tenant")
-
-            sp_tenant_domain = tenant_info.verified_domains[0].name
-            if not sp_tenant_domain:
-                raise ConnectorValidationError("No verified domains found for tenant")
-            # remove the .onmicrosoft.com part
-            self.sp_tenant_domain = sp_tenant_domain.split(".")[0]
+            self.sp_tenant_domain = self._resolve_tenant_domain()
         return None
 
     def _get_drive_names_for_site(self, site_url: str) -> list[str]:

backend/onyx/context/search/models.py

@@ -72,6 +72,7 @@ class BaseFilters(BaseModel):
 class UserFileFilters(BaseModel):
     user_file_ids: list[UUID] | None = None
     project_id: int | None = None
+    persona_id: int | None = None
 
 
 class AssistantKnowledgeFilters(BaseModel):

backend/onyx/context/search/pipeline.py

@@ -40,6 +40,7 @@ def _build_index_filters(
     user_provided_filters: BaseFilters | None,
     user: User,  # Used for ACLs, anonymous users only see public docs
     project_id: int | None,
+    persona_id: int | None,
     user_file_ids: list[UUID] | None,
     persona_document_sets: list[str] | None,
     persona_time_cutoff: datetime | None,
@@ -118,6 +119,7 @@ def _build_index_filters(
     final_filters = IndexFilters(
         user_file_ids=user_file_ids,
         project_id=project_id,
+        persona_id=persona_id,
         source_type=source_filter,
         document_set=document_set_filter,
         time_cutoff=time_filter,
@@ -265,6 +267,8 @@ def search_pipeline(
     llm: LLM | None = None,
     # If a project ID is provided, it will be exclusively scoped to that project
     project_id: int | None = None,
+    # If a persona_id is provided, search scopes to files attached to this persona
+    persona_id: int | None = None,
     # Pre-fetched data — when provided, avoids DB queries (no session needed)
     acl_filters: list[str] | None = None,
     embedding_model: EmbeddingModel | None = None,
@@ -299,6 +303,7 @@ def search_pipeline(
         user_provided_filters=chunk_search_request.user_selected_filters,
         user=user,
         project_id=project_id,
+        persona_id=persona_id,
         user_file_ids=user_uploaded_persona_files,
         persona_document_sets=persona_document_sets,
         persona_time_cutoff=persona_time_cutoff,

backend/onyx/db/engine/async_sql_engine.py

@@ -21,8 +21,8 @@ from onyx.configs.app_configs import POSTGRES_POOL_RECYCLE
 from onyx.configs.app_configs import POSTGRES_PORT
 from onyx.configs.app_configs import POSTGRES_USE_NULL_POOL
 from onyx.configs.app_configs import POSTGRES_USER
+from onyx.db.engine.iam_auth import create_ssl_context_if_iam
 from onyx.db.engine.iam_auth import get_iam_auth_token
-from onyx.db.engine.iam_auth import ssl_context
 from onyx.db.engine.sql_engine import ASYNC_DB_API
 from onyx.db.engine.sql_engine import build_connection_string
 from onyx.db.engine.sql_engine import is_valid_schema_name
@@ -66,7 +66,7 @@ def get_sqlalchemy_async_engine() -> AsyncEngine:
         if app_name:
             connect_args["server_settings"] = {"application_name": app_name}
 
-        connect_args["ssl"] = ssl_context
+        connect_args["ssl"] = create_ssl_context_if_iam()
 
         engine_kwargs = {
             "connect_args": connect_args,
@@ -97,7 +97,7 @@ def get_sqlalchemy_async_engine() -> AsyncEngine:
                 user = POSTGRES_USER
                 token = get_iam_auth_token(host, port, user, AWS_REGION_NAME)
                 cparams["password"] = token
-                cparams["ssl"] = ssl_context
+                cparams["ssl"] = create_ssl_context_if_iam()
 
     return _ASYNC_ENGINE
 

backend/onyx/db/engine/iam_auth.py

@@ -1,3 +1,4 @@
+import functools
 import os
 import ssl
 from typing import Any
@@ -48,11 +49,9 @@ def provide_iam_token(
         configure_psycopg2_iam_auth(cparams, host, port, user, region)
 
 
+@functools.cache
 def create_ssl_context_if_iam() -> ssl.SSLContext | None:
     """Create an SSL context if IAM authentication is enabled, else return None."""
     if USE_IAM_AUTH:
         return ssl.create_default_context(cafile=SSL_CERT_FILE)
     return None
-
-
-ssl_context = create_ssl_context_if_iam()

backend/onyx/db/image_generation.py

@@ -202,7 +202,6 @@ def create_default_image_gen_config_from_api_key(
             api_key=api_key,
             api_base=None,
             api_version=None,
-            default_model_name=model_name,
             deployment_name=None,
             is_public=True,
         )

backend/onyx/db/llm.py

@@ -213,11 +213,29 @@ def upsert_llm_provider(
     llm_provider_upsert_request: LLMProviderUpsertRequest,
     db_session: Session,
 ) -> LLMProviderView:
-    existing_llm_provider = fetch_existing_llm_provider(
-        name=llm_provider_upsert_request.name, db_session=db_session
-    )
+    existing_llm_provider: LLMProviderModel | None = None
+    if llm_provider_upsert_request.id:
+        existing_llm_provider = fetch_existing_llm_provider_by_id(
+            id=llm_provider_upsert_request.id, db_session=db_session
+        )
+        if not existing_llm_provider:
+            raise ValueError(
+                f"LLM provider with id {llm_provider_upsert_request.id} not found"
+            )
 
-    if not existing_llm_provider:
+        if existing_llm_provider.name != llm_provider_upsert_request.name:
+            raise ValueError(
+                f"LLM provider with id {llm_provider_upsert_request.id} name change not allowed"
+            )
+    else:
+        existing_llm_provider = fetch_existing_llm_provider(
+            name=llm_provider_upsert_request.name, db_session=db_session
+        )
+        if existing_llm_provider:
+            raise ValueError(
+                f"LLM provider with name '{llm_provider_upsert_request.name}'"
+                " already exists"
+            )
         existing_llm_provider = LLMProviderModel(name=llm_provider_upsert_request.name)
         db_session.add(existing_llm_provider)
 
@@ -238,11 +256,7 @@ def upsert_llm_provider(
     existing_llm_provider.api_base = api_base
     existing_llm_provider.api_version = llm_provider_upsert_request.api_version
     existing_llm_provider.custom_config = custom_config
-    # TODO: Remove default model name on api change
-    # Needed due to /provider/{id}/default endpoint not disclosing the default model name
-    existing_llm_provider.default_model_name = (
-        llm_provider_upsert_request.default_model_name
-    )
+
     existing_llm_provider.is_public = llm_provider_upsert_request.is_public
     existing_llm_provider.is_auto_mode = llm_provider_upsert_request.is_auto_mode
     existing_llm_provider.deployment_name = llm_provider_upsert_request.deployment_name
@@ -306,15 +320,6 @@ def upsert_llm_provider(
                 display_name=model_config.display_name,
             )
 
-    default_model = fetch_default_model(db_session, LLMModelFlowType.CHAT)
-    if default_model and default_model.llm_provider_id == existing_llm_provider.id:
-        _update_default_model(
-            db_session=db_session,
-            provider_id=existing_llm_provider.id,
-            model=existing_llm_provider.default_model_name,
-            flow_type=LLMModelFlowType.CHAT,
-        )
-
     # Make sure the relationship table stays up to date
     update_group_llm_provider_relationships__no_commit(
         llm_provider_id=existing_llm_provider.id,
@@ -488,6 +493,22 @@ def fetch_existing_llm_provider(
     return provider_model
 
 
+def fetch_existing_llm_provider_by_id(
+    id: int, db_session: Session
+) -> LLMProviderModel | None:
+    provider_model = db_session.scalar(
+        select(LLMProviderModel)
+        .where(LLMProviderModel.id == id)
+        .options(
+            selectinload(LLMProviderModel.model_configurations),
+            selectinload(LLMProviderModel.groups),
+            selectinload(LLMProviderModel.personas),
+        )
+    )
+
+    return provider_model
+
+
 def fetch_embedding_provider(
     db_session: Session, provider_type: EmbeddingProvider
 ) -> CloudEmbeddingProviderModel | None:
@@ -604,22 +625,13 @@ def remove_llm_provider__no_commit(db_session: Session, provider_id: int) -> Non
     db_session.flush()
 
 
-def update_default_provider(provider_id: int, db_session: Session) -> None:
-    # Attempt to get the default_model_name from the provider first
-    # TODO: Remove default_model_name check
-    provider = db_session.scalar(
-        select(LLMProviderModel).where(
-            LLMProviderModel.id == provider_id,
-        )
-    )
-
-    if provider is None:
-        raise ValueError(f"LLM Provider with id={provider_id} does not exist")
-
+def update_default_provider(
+    provider_id: int, model_name: str, db_session: Session
+) -> None:
     _update_default_model(
         db_session,
         provider_id,
-        provider.default_model_name,
+        model_name,
         LLMModelFlowType.CHAT,
     )
 
@@ -805,12 +817,6 @@ def sync_auto_mode_models(
             )
             changes += 1
 
-    # In Auto mode, default model is always set from GitHub config
-    default_model = llm_recommendations.get_default_model(provider.provider)
-    if default_model and provider.default_model_name != default_model.name:
-        provider.default_model_name = default_model.name
-        changes += 1
-
     db_session.commit()
     return changes
 

backend/onyx/db/models.py

@@ -2822,13 +2822,17 @@ class LLMProvider(Base):
     custom_config: Mapped[dict[str, str] | None] = mapped_column(
         postgresql.JSONB(), nullable=True
     )
-    default_model_name: Mapped[str] = mapped_column(String)
+
+    # Deprecated: use LLMModelFlow with CHAT flow type instead
+    default_model_name: Mapped[str | None] = mapped_column(String, nullable=True)
 
     deployment_name: Mapped[str | None] = mapped_column(String, nullable=True)
 
-    # should only be set for a single provider
-    is_default_provider: Mapped[bool | None] = mapped_column(Boolean, unique=True)
+    # Deprecated: use LLMModelFlow.is_default with CHAT flow type instead
+    is_default_provider: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
+    # Deprecated: use LLMModelFlow.is_default with VISION flow type instead
     is_default_vision_provider: Mapped[bool | None] = mapped_column(Boolean)
+    # Deprecated: use LLMModelFlow with VISION flow type instead
     default_vision_model: Mapped[str | None] = mapped_column(String, nullable=True)
     # EE only
     is_public: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
@@ -2879,6 +2883,7 @@ class ModelConfiguration(Base):
     # - The end-user is configuring a model and chooses not to set a max-input-tokens limit.
     max_input_tokens: Mapped[int | None] = mapped_column(Integer, nullable=True)
 
+    # Deprecated: use LLMModelFlow with VISION flow type instead
     supports_image_input: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
 
     # Human-readable display name for the model.
@@ -4270,6 +4275,9 @@ class UserFile(Base):
     needs_project_sync: Mapped[bool] = mapped_column(
         Boolean, nullable=False, default=False
     )
+    needs_persona_sync: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=False
+    )
     last_project_sync_at: Mapped[datetime.datetime | None] = mapped_column(
         DateTime(timezone=True), nullable=True
     )

backend/onyx/db/persona.py

@@ -256,9 +256,6 @@ def create_update_persona(
     try:
         # Default persona validation
         if create_persona_request.is_default_persona:
-            if not create_persona_request.is_public:
-                raise ValueError("Cannot make a default persona non public")
-
             # Curators can edit default personas, but not make them
             if user.role == UserRole.CURATOR or user.role == UserRole.GLOBAL_CURATOR:
                 pass
@@ -335,6 +332,7 @@ def update_persona_shared(
     db_session: Session,
     group_ids: list[int] | None = None,
     is_public: bool | None = None,
+    label_ids: list[int] | None = None,
 ) -> None:
     """Simplified version of `create_update_persona` which only touches the
     accessibility rather than any of the logic (e.g. prompt, connected data sources,
@@ -344,9 +342,7 @@ def update_persona_shared(
     )
 
     if user and user.role != UserRole.ADMIN and persona.user_id != user.id:
-        raise HTTPException(
-            status_code=403, detail="You don't have permission to modify this persona"
-        )
+        raise PermissionError("You don't have permission to modify this persona")
 
     versioned_update_persona_access = fetch_versioned_implementation(
         "onyx.db.persona", "update_persona_access"
@@ -360,6 +356,15 @@ def update_persona_shared(
         group_ids=group_ids,
     )
 
+    if label_ids is not None:
+        labels = (
+            db_session.query(PersonaLabel).filter(PersonaLabel.id.in_(label_ids)).all()
+        )
+        if len(labels) != len(label_ids):
+            raise ValueError("Some label IDs were not found in the database")
+        persona.labels.clear()
+        persona.labels = labels
+
     db_session.commit()
 
 
@@ -765,6 +770,9 @@ def mark_persona_as_deleted(
 ) -> None:
     persona = get_persona_by_id(persona_id=persona_id, user=user, db_session=db_session)
     persona.deleted = True
+    affected_file_ids = [uf.id for uf in persona.user_files]
+    if affected_file_ids:
+        _mark_files_need_persona_sync(db_session, affected_file_ids)
     db_session.commit()
 
 
@@ -776,11 +784,13 @@ def mark_persona_as_not_deleted(
     persona = get_persona_by_id(
         persona_id=persona_id, user=user, db_session=db_session, include_deleted=True
     )
-    if persona.deleted:
-        persona.deleted = False
-        db_session.commit()
-    else:
+    if not persona.deleted:
         raise ValueError(f"Persona with ID {persona_id} is not deleted.")
+    persona.deleted = False
+    affected_file_ids = [uf.id for uf in persona.user_files]
+    if affected_file_ids:
+        _mark_files_need_persona_sync(db_session, affected_file_ids)
+    db_session.commit()
 
 
 def mark_delete_persona_by_name(
@@ -846,6 +856,20 @@ def update_personas_display_priority(
         db_session.commit()
 
 
+def _mark_files_need_persona_sync(
+    db_session: Session,
+    user_file_ids: list[UUID],
+) -> None:
+    """Flag the given UserFile rows so the background sync task picks them up
+    and updates their persona metadata in the vector DB."""
+    if not user_file_ids:
+        return
+    db_session.query(UserFile).filter(UserFile.id.in_(user_file_ids)).update(
+        {UserFile.needs_persona_sync: True},
+        synchronize_session=False,
+    )
+
+
 def upsert_persona(
     user: User | None,
     name: str,
@@ -946,6 +970,8 @@ def upsert_persona(
         labels = (
             db_session.query(PersonaLabel).filter(PersonaLabel.id.in_(label_ids)).all()
         )
+        if len(labels) != len(label_ids):
+            raise ValueError("Some label IDs were not found in the database")
 
     # Fetch and attach hierarchy_nodes by IDs
     hierarchy_nodes = None
@@ -1034,8 +1060,13 @@ def upsert_persona(
             existing_persona.tools = tools or []
 
         if user_file_ids is not None:
+            old_file_ids = {uf.id for uf in existing_persona.user_files}
+            new_file_ids = {uf.id for uf in (user_files or [])}
+            affected_file_ids = old_file_ids | new_file_ids
             existing_persona.user_files.clear()
             existing_persona.user_files = user_files or []
+            if affected_file_ids:
+                _mark_files_need_persona_sync(db_session, list(affected_file_ids))
 
         if hierarchy_node_ids is not None:
             existing_persona.hierarchy_nodes.clear()
@@ -1089,6 +1120,8 @@ def upsert_persona(
             attached_documents=attached_documents or [],
         )
         db_session.add(new_persona)
+        if user_files:
+            _mark_files_need_persona_sync(db_session, [uf.id for uf in user_files])
         persona = new_persona
     if commit:
         db_session.commit()
@@ -1135,9 +1168,6 @@ def update_persona_is_default(
         db_session=db_session, persona_id=persona_id, user=user, get_editable=True
     )
 
-    if not persona.is_public:
-        persona.is_public = True
-
     persona.is_default_persona = is_default
     db_session.commit()
 

backend/onyx/db/user_file.py

@@ -3,8 +3,10 @@ from uuid import UUID
 
 from sqlalchemy import func
 from sqlalchemy import select
+from sqlalchemy.orm import selectinload
 from sqlalchemy.orm import Session
 
+from onyx.db.models import Project__UserFile
 from onyx.db.models import UserFile
 
 
@@ -56,10 +58,34 @@ def fetch_user_project_ids_for_user_files(
     db_session: Session,
 ) -> dict[str, list[int]]:
     """Fetch user project ids for specified user files"""
-    stmt = select(UserFile).where(UserFile.id.in_(user_file_ids))
+    user_file_uuid_ids = [UUID(user_file_id) for user_file_id in user_file_ids]
+    stmt = select(Project__UserFile.user_file_id, Project__UserFile.project_id).where(
+        Project__UserFile.user_file_id.in_(user_file_uuid_ids)
+    )
+    rows = db_session.execute(stmt).all()
+
+    user_file_id_to_project_ids: dict[str, list[int]] = {
+        user_file_id: [] for user_file_id in user_file_ids
+    }
+    for user_file_id, project_id in rows:
+        user_file_id_to_project_ids[str(user_file_id)].append(project_id)
+
+    return user_file_id_to_project_ids
+
+
+def fetch_persona_ids_for_user_files(
+    user_file_ids: list[str],
+    db_session: Session,
+) -> dict[str, list[int]]:
+    """Fetch persona (assistant) ids for specified user files."""
+    stmt = (
+        select(UserFile)
+        .where(UserFile.id.in_(user_file_ids))
+        .options(selectinload(UserFile.assistants))
+    )
     results = db_session.execute(stmt).scalars().all()
     return {
-        str(user_file.id): [project.id for project in user_file.projects]
+        str(user_file.id): [persona.id for persona in user_file.assistants]
         for user_file in results
     }
 

backend/onyx/deep_research/dr_loop.py

@@ -139,7 +139,7 @@ def generate_final_report(
             custom_agent_prompt=None,
             simple_chat_history=history,
             reminder_message=reminder_message,
-            project_files=None,
+            context_files=None,
             available_tokens=llm.config.max_input_tokens,
             all_injected_file_metadata=all_injected_file_metadata,
         )
@@ -257,7 +257,7 @@ def run_deep_research_llm_loop(
                     custom_agent_prompt=None,
                     simple_chat_history=simple_chat_history,
                     reminder_message=None,
-                    project_files=None,
+                    context_files=None,
                     available_tokens=available_tokens,
                     last_n_user_messages=MAX_USER_MESSAGES_FOR_CONTEXT,
                     all_injected_file_metadata=all_injected_file_metadata,
@@ -321,7 +321,7 @@ def run_deep_research_llm_loop(
                 custom_agent_prompt=None,
                 simple_chat_history=simple_chat_history + [reminder_message],
                 reminder_message=None,
-                project_files=None,
+                context_files=None,
                 available_tokens=available_tokens,
                 last_n_user_messages=MAX_USER_MESSAGES_FOR_CONTEXT + 1,
                 all_injected_file_metadata=all_injected_file_metadata,
@@ -485,7 +485,7 @@ def run_deep_research_llm_loop(
                     custom_agent_prompt=None,
                     simple_chat_history=simple_chat_history,
                     reminder_message=first_cycle_reminder_message,
-                    project_files=None,
+                    context_files=None,
                     available_tokens=available_tokens,
                     last_n_user_messages=MAX_USER_MESSAGES_FOR_CONTEXT,
                     all_injected_file_metadata=all_injected_file_metadata,

backend/onyx/document_index/factory.py

@@ -11,6 +11,7 @@ from onyx.document_index.opensearch.opensearch_document_index import (
     OpenSearchOldDocumentIndex,
 )
 from onyx.document_index.vespa.index import VespaIndex
+from onyx.indexing.models import IndexingSetting
 from shared_configs.configs import MULTI_TENANT
 
 
@@ -49,8 +50,11 @@ def get_default_document_index(
 
     opensearch_retrieval_enabled = get_opensearch_retrieval_state(db_session)
     if opensearch_retrieval_enabled:
+        indexing_setting = IndexingSetting.from_db_model(search_settings)
         return OpenSearchOldDocumentIndex(
             index_name=search_settings.index_name,
+            embedding_dim=indexing_setting.final_embedding_dim,
+            embedding_precision=indexing_setting.embedding_precision,
             secondary_index_name=secondary_index_name,
             large_chunks_enabled=search_settings.large_chunks_enabled,
             secondary_large_chunks_enabled=secondary_large_chunks_enabled,
@@ -118,8 +122,11 @@ def get_all_document_indices(
     )
     opensearch_document_index: OpenSearchOldDocumentIndex | None = None
     if ENABLE_OPENSEARCH_INDEXING_FOR_ONYX:
+        indexing_setting = IndexingSetting.from_db_model(search_settings)
         opensearch_document_index = OpenSearchOldDocumentIndex(
             index_name=search_settings.index_name,
+            embedding_dim=indexing_setting.final_embedding_dim,
+            embedding_precision=indexing_setting.embedding_precision,
             secondary_index_name=None,
             large_chunks_enabled=False,
             secondary_large_chunks_enabled=None,

backend/onyx/document_index/opensearch/client.py

@@ -1,5 +1,7 @@
 import logging
 import time
+from contextlib import AbstractContextManager
+from contextlib import nullcontext
 from typing import Any
 from typing import Generic
 from typing import TypeVar
@@ -83,22 +85,26 @@ def get_new_body_without_vectors(body: dict[str, Any]) -> dict[str, Any]:
     return new_body
 
 
-class OpenSearchClient:
-    """Client for interacting with OpenSearch.
+class OpenSearchClient(AbstractContextManager):
+    """Client for interacting with OpenSearch for cluster-level operations.
 
-    OpenSearch's Python module has pretty bad typing support so this client
-    attempts to protect the rest of the codebase from this. As a consequence,
-    most methods here return the minimum data needed for the rest of Onyx, and
-    tend to rely on Exceptions to handle errors.
-
-    TODO(andrei): This class currently assumes the structure of the database
-    schema when it returns a DocumentChunk. Make the class, or at least the
-    search method, templated on the structure the caller can expect.
+    Args:
+        host: The host of the OpenSearch cluster.
+        port: The port of the OpenSearch cluster.
+        auth: The authentication credentials for the OpenSearch cluster. A tuple
+            of (username, password).
+        use_ssl: Whether to use SSL for the OpenSearch cluster. Defaults to
+            True.
+        verify_certs: Whether to verify the SSL certificates for the OpenSearch
+            cluster. Defaults to False.
+        ssl_show_warn: Whether to show warnings for SSL certificates. Defaults
+            to False.
+        timeout: The timeout for the OpenSearch cluster. Defaults to
+            DEFAULT_OPENSEARCH_CLIENT_TIMEOUT_S.
     """
 
     def __init__(
         self,
-        index_name: str,
         host: str = OPENSEARCH_HOST,
         port: int = OPENSEARCH_REST_API_PORT,
         auth: tuple[str, str] = (OPENSEARCH_ADMIN_USERNAME, OPENSEARCH_ADMIN_PASSWORD),
@@ -107,9 +113,8 @@ class OpenSearchClient:
         ssl_show_warn: bool = False,
         timeout: int = DEFAULT_OPENSEARCH_CLIENT_TIMEOUT_S,
     ):
-        self._index_name = index_name
         logger.debug(
-            f"Creating OpenSearch client for index {index_name} with host {host} and port {port} and timeout {timeout} seconds."
+            f"Creating OpenSearch client with host {host}, port {port} and timeout {timeout} seconds."
         )
         self._client = OpenSearch(
             hosts=[{"host": host, "port": port}],
@@ -125,6 +130,142 @@ class OpenSearchClient:
             # your request body that is less than this value.
             timeout=timeout,
         )
+
+    def __exit__(self, *_: Any) -> None:
+        self.close()
+
+    def __del__(self) -> None:
+        try:
+            self.close()
+        except Exception:
+            pass
+
+    @log_function_time(print_only=True, debug_only=True, include_args=True)
+    def create_search_pipeline(
+        self,
+        pipeline_id: str,
+        pipeline_body: dict[str, Any],
+    ) -> None:
+        """Creates a search pipeline.
+
+        See the OpenSearch documentation for more information on the search
+        pipeline body.
+        https://docs.opensearch.org/latest/search-plugins/search-pipelines/index/
+
+        Args:
+            pipeline_id: The ID of the search pipeline to create.
+            pipeline_body: The body of the search pipeline to create.
+
+        Raises:
+            Exception: There was an error creating the search pipeline.
+        """
+        result = self._client.search_pipeline.put(id=pipeline_id, body=pipeline_body)
+        if not result.get("acknowledged", False):
+            raise RuntimeError(f"Failed to create search pipeline {pipeline_id}.")
+
+    @log_function_time(print_only=True, debug_only=True, include_args=True)
+    def delete_search_pipeline(self, pipeline_id: str) -> None:
+        """Deletes a search pipeline.
+
+        Args:
+            pipeline_id: The ID of the search pipeline to delete.
+
+        Raises:
+            Exception: There was an error deleting the search pipeline.
+        """
+        result = self._client.search_pipeline.delete(id=pipeline_id)
+        if not result.get("acknowledged", False):
+            raise RuntimeError(f"Failed to delete search pipeline {pipeline_id}.")
+
+    @log_function_time(print_only=True, debug_only=True, include_args=True)
+    def put_cluster_settings(self, settings: dict[str, Any]) -> bool:
+        """Puts cluster settings.
+
+        Args:
+            settings: The settings to put.
+
+        Raises:
+            Exception: There was an error putting the cluster settings.
+
+        Returns:
+            True if the settings were put successfully, False otherwise.
+        """
+        response = self._client.cluster.put_settings(body=settings)
+        if response.get("acknowledged", False):
+            logger.info("Successfully put cluster settings.")
+            return True
+        else:
+            logger.error(f"Failed to put cluster settings: {response}.")
+            return False
+
+    @log_function_time(print_only=True, debug_only=True)
+    def ping(self) -> bool:
+        """Pings the OpenSearch cluster.
+
+        Returns:
+            True if OpenSearch could be reached, False if it could not.
+        """
+        return self._client.ping()
+
+    @log_function_time(print_only=True, debug_only=True)
+    def close(self) -> None:
+        """Closes the client.
+
+        Raises:
+            Exception: There was an error closing the client.
+        """
+        self._client.close()
+
+
+class OpenSearchIndexClient(OpenSearchClient):
+    """Client for interacting with OpenSearch for index-level operations.
+
+    OpenSearch's Python module has pretty bad typing support so this client
+    attempts to protect the rest of the codebase from this. As a consequence,
+    most methods here return the minimum data needed for the rest of Onyx, and
+    tend to rely on Exceptions to handle errors.
+
+    TODO(andrei): This class currently assumes the structure of the database
+    schema when it returns a DocumentChunk. Make the class, or at least the
+    search method, templated on the structure the caller can expect.
+
+    Args:
+        index_name: The name of the index to interact with.
+        host: The host of the OpenSearch cluster.
+        port: The port of the OpenSearch cluster.
+        auth: The authentication credentials for the OpenSearch cluster. A tuple
+            of (username, password).
+        use_ssl: Whether to use SSL for the OpenSearch cluster. Defaults to
+            True.
+        verify_certs: Whether to verify the SSL certificates for the OpenSearch
+            cluster. Defaults to False.
+        ssl_show_warn: Whether to show warnings for SSL certificates. Defaults
+            to False.
+        timeout: The timeout for the OpenSearch cluster. Defaults to
+            DEFAULT_OPENSEARCH_CLIENT_TIMEOUT_S.
+    """
+
+    def __init__(
+        self,
+        index_name: str,
+        host: str = OPENSEARCH_HOST,
+        port: int = OPENSEARCH_REST_API_PORT,
+        auth: tuple[str, str] = (OPENSEARCH_ADMIN_USERNAME, OPENSEARCH_ADMIN_PASSWORD),
+        use_ssl: bool = True,
+        verify_certs: bool = False,
+        ssl_show_warn: bool = False,
+        timeout: int = DEFAULT_OPENSEARCH_CLIENT_TIMEOUT_S,
+    ):
+        super().__init__(
+            host=host,
+            port=port,
+            auth=auth,
+            use_ssl=use_ssl,
+            verify_certs=verify_certs,
+            ssl_show_warn=ssl_show_warn,
+            timeout=timeout,
+        )
+        self._index_name = index_name
         logger.debug(
             f"OpenSearch client created successfully for index {self._index_name}."
         )
@@ -192,6 +333,38 @@ class OpenSearchClient:
         """
         return self._client.indices.exists(index=self._index_name)
 
+    @log_function_time(print_only=True, debug_only=True, include_args=True)
+    def put_mapping(self, mappings: dict[str, Any]) -> None:
+        """Updates the index mapping in an idempotent manner.
+
+        - Existing fields with the same definition: No-op (succeeds silently).
+        - New fields: Added to the index.
+        - Existing fields with different types: Raises exception (requires
+          reindex).
+
+        See the OpenSearch documentation for more information:
+        https://docs.opensearch.org/latest/api-reference/index-apis/put-mapping/
+
+        Args:
+            mappings: The complete mapping definition to apply. This will be
+                merged with existing mappings in the index.
+
+        Raises:
+            Exception: There was an error updating the mappings, such as
+                attempting to change the type of an existing field.
+        """
+        logger.debug(
+            f"Putting mappings for index {self._index_name} with mappings {mappings}."
+        )
+        response = self._client.indices.put_mapping(
+            index=self._index_name, body=mappings
+        )
+        if not response.get("acknowledged", False):
+            raise RuntimeError(
+                f"Failed to put the mapping update for index {self._index_name}."
+            )
+        logger.debug(f"Successfully put mappings for index {self._index_name}.")
+
     @log_function_time(print_only=True, debug_only=True, include_args=True)
     def validate_index(self, expected_mappings: dict[str, Any]) -> bool:
         """Validates the index.
@@ -610,43 +783,6 @@ class OpenSearchClient:
         )
         return DocumentChunk.model_validate(document_chunk_source)
 
-    @log_function_time(print_only=True, debug_only=True, include_args=True)
-    def create_search_pipeline(
-        self,
-        pipeline_id: str,
-        pipeline_body: dict[str, Any],
-    ) -> None:
-        """Creates a search pipeline.
-
-        See the OpenSearch documentation for more information on the search
-        pipeline body.
-        https://docs.opensearch.org/latest/search-plugins/search-pipelines/index/
-
-        Args:
-            pipeline_id: The ID of the search pipeline to create.
-            pipeline_body: The body of the search pipeline to create.
-
-        Raises:
-            Exception: There was an error creating the search pipeline.
-        """
-        result = self._client.search_pipeline.put(id=pipeline_id, body=pipeline_body)
-        if not result.get("acknowledged", False):
-            raise RuntimeError(f"Failed to create search pipeline {pipeline_id}.")
-
-    @log_function_time(print_only=True, debug_only=True, include_args=True)
-    def delete_search_pipeline(self, pipeline_id: str) -> None:
-        """Deletes a search pipeline.
-
-        Args:
-            pipeline_id: The ID of the search pipeline to delete.
-
-        Raises:
-            Exception: There was an error deleting the search pipeline.
-        """
-        result = self._client.search_pipeline.delete(id=pipeline_id)
-        if not result.get("acknowledged", False):
-            raise RuntimeError(f"Failed to delete search pipeline {pipeline_id}.")
-
     @log_function_time(print_only=True, debug_only=True)
     def search(
         self, body: dict[str, Any], search_pipeline_id: str | None
@@ -807,48 +943,6 @@ class OpenSearchClient:
         """
         self._client.indices.refresh(index=self._index_name)
 
-    @log_function_time(print_only=True, debug_only=True, include_args=True)
-    def put_cluster_settings(self, settings: dict[str, Any]) -> bool:
-        """Puts cluster settings.
-
-        Args:
-            settings: The settings to put.
-
-        Raises:
-            Exception: There was an error putting the cluster settings.
-
-        Returns:
-            True if the settings were put successfully, False otherwise.
-        """
-        response = self._client.cluster.put_settings(body=settings)
-        if response.get("acknowledged", False):
-            logger.info("Successfully put cluster settings.")
-            return True
-        else:
-            logger.error(f"Failed to put cluster settings: {response}.")
-            return False
-
-    @log_function_time(print_only=True, debug_only=True)
-    def ping(self) -> bool:
-        """Pings the OpenSearch cluster.
-
-        Returns:
-            True if OpenSearch could be reached, False if it could not.
-        """
-        return self._client.ping()
-
-    @log_function_time(print_only=True, debug_only=True)
-    def close(self) -> None:
-        """Closes the client.
-
-        TODO(andrei): Can we have some way to auto close when the client no
-        longer has any references?
-
-        Raises:
-            Exception: There was an error closing the client.
-        """
-        self._client.close()
-
     def _get_hits_and_profile_from_search_result(
         self, result: dict[str, Any]
     ) -> tuple[list[Any], int | None, bool | None, dict[str, Any], dict[str, Any]]:
@@ -945,14 +1039,7 @@ def wait_for_opensearch_with_timeout(
     Returns:
         True if OpenSearch is ready, False otherwise.
     """
-    made_client = False
-    try:
-        if client is None:
-            # NOTE: index_name does not matter because we are only using this object
-            # to ping.
-            # TODO(andrei): Make this better.
-            client = OpenSearchClient(index_name="")
-            made_client = True
+    with nullcontext(client) if client else OpenSearchClient() as client:
         time_start = time.monotonic()
         while True:
             if client.ping():
@@ -969,7 +1056,3 @@ def wait_for_opensearch_with_timeout(
                 f"[OpenSearch] Readiness probe ongoing. elapsed={time_elapsed:.1f} timeout={wait_limit_s:.1f}"
             )
             time.sleep(wait_interval_s)
-    finally:
-        if made_client:
-            assert client is not None
-            client.close()

backend/onyx/document_index/opensearch/opensearch_document_index.py

@@ -7,6 +7,7 @@ from opensearchpy import NotFoundError
 
 from onyx.access.models import DocumentAccess
 from onyx.configs.app_configs import USING_AWS_MANAGED_OPENSEARCH
+from onyx.configs.app_configs import VERIFY_CREATE_OPENSEARCH_INDEX_ON_INIT_MT
 from onyx.configs.chat_configs import NUM_RETURNED_HITS
 from onyx.configs.chat_configs import TITLE_CONTENT_RATIO
 from onyx.configs.constants import PUBLIC_DOC_PAT
@@ -40,6 +41,7 @@ from onyx.document_index.interfaces_new import IndexingMetadata
 from onyx.document_index.interfaces_new import MetadataUpdateRequest
 from onyx.document_index.interfaces_new import TenantState
 from onyx.document_index.opensearch.client import OpenSearchClient
+from onyx.document_index.opensearch.client import OpenSearchIndexClient
 from onyx.document_index.opensearch.client import SearchHit
 from onyx.document_index.opensearch.cluster_settings import OPENSEARCH_CLUSTER_SETTINGS
 from onyx.document_index.opensearch.schema import ACCESS_CONTROL_LIST_FIELD_NAME
@@ -93,6 +95,25 @@ def generate_opensearch_filtered_access_control_list(
     return list(access_control_list)
 
 
+def set_cluster_state(client: OpenSearchClient) -> None:
+    if not client.put_cluster_settings(settings=OPENSEARCH_CLUSTER_SETTINGS):
+        logger.error(
+            "Failed to put cluster settings. If the settings have never been set before, "
+            "this may cause unexpected index creation when indexing documents into an "
+            "index that does not exist, or may cause expected logs to not appear. If this "
+            "is not the first time running Onyx against this instance of OpenSearch, these "
+            "settings have likely already been set. Not taking any further action..."
+        )
+    client.create_search_pipeline(
+        pipeline_id=MIN_MAX_NORMALIZATION_PIPELINE_NAME,
+        pipeline_body=MIN_MAX_NORMALIZATION_PIPELINE_CONFIG,
+    )
+    client.create_search_pipeline(
+        pipeline_id=ZSCORE_NORMALIZATION_PIPELINE_NAME,
+        pipeline_body=ZSCORE_NORMALIZATION_PIPELINE_CONFIG,
+    )
+
+
 def _convert_retrieved_opensearch_chunk_to_inference_chunk_uncleaned(
     chunk: DocumentChunk,
     score: float | None,
@@ -248,6 +269,8 @@ class OpenSearchOldDocumentIndex(OldDocumentIndex):
     def __init__(
         self,
         index_name: str,
+        embedding_dim: int,
+        embedding_precision: EmbeddingPrecision,
         secondary_index_name: str | None,
         large_chunks_enabled: bool,  # noqa: ARG002
         secondary_large_chunks_enabled: bool | None,  # noqa: ARG002
@@ -258,10 +281,6 @@ class OpenSearchOldDocumentIndex(OldDocumentIndex):
             index_name=index_name,
             secondary_index_name=secondary_index_name,
         )
-        if multitenant:
-            raise ValueError(
-                "Bug: OpenSearch is not yet ready for multitenant environments but something tried to use it."
-            )
         if multitenant != MULTI_TENANT:
             raise ValueError(
                 "Bug: Multitenant mismatch when initializing an OpenSearchDocumentIndex. "
@@ -269,8 +288,10 @@ class OpenSearchOldDocumentIndex(OldDocumentIndex):
             )
         tenant_id = get_current_tenant_id()
         self._real_index = OpenSearchDocumentIndex(
-            index_name=index_name,
             tenant_state=TenantState(tenant_id=tenant_id, multitenant=multitenant),
+            index_name=index_name,
+            embedding_dim=embedding_dim,
+            embedding_precision=embedding_precision,
         )
 
     @staticmethod
@@ -279,9 +300,8 @@ class OpenSearchOldDocumentIndex(OldDocumentIndex):
         embedding_dims: list[int],
         embedding_precisions: list[EmbeddingPrecision],
     ) -> None:
-        # TODO(andrei): Implement.
         raise NotImplementedError(
-            "Multitenant index registration is not yet implemented for OpenSearch."
+            "Bug: Multitenant index registration is not supported for OpenSearch."
         )
 
     def ensure_indices_exist(
@@ -471,19 +491,37 @@ class OpenSearchDocumentIndex(DocumentIndex):
     for an OpenSearch search engine instance. It handles the complete lifecycle
     of document chunks within a specific OpenSearch index/schema.
 
-    Although not yet used in this way in the codebase, each kind of embedding
-    used should correspond to a different instance of this class, and therefore
-    a different index in OpenSearch.
+    Each kind of embedding used should correspond to a different instance of
+    this class, and therefore a different index in OpenSearch.
+
+    If in a multitenant environment and
+    VERIFY_CREATE_OPENSEARCH_INDEX_ON_INIT_MT, will verify and create the index
+    if necessary on initialization. This is because there is no logic which runs
+    on cluster restart which scans through all search settings over all tenants
+    and creates the relevant indices.
+
+    Args:
+        tenant_state: The tenant state of the caller.
+        index_name: The name of the index to interact with.
+        embedding_dim: The dimensionality of the embeddings used for the index.
+        embedding_precision: The precision of the embeddings used for the index.
     """
 
     def __init__(
         self,
-        index_name: str,
         tenant_state: TenantState,
+        index_name: str,
+        embedding_dim: int,
+        embedding_precision: EmbeddingPrecision,
     ) -> None:
         self._index_name: str = index_name
         self._tenant_state: TenantState = tenant_state
-        self._os_client = OpenSearchClient(index_name=self._index_name)
+        self._client = OpenSearchIndexClient(index_name=self._index_name)
+
+        if self._tenant_state.multitenant and VERIFY_CREATE_OPENSEARCH_INDEX_ON_INIT_MT:
+            self.verify_and_create_index_if_necessary(
+                embedding_dim=embedding_dim, embedding_precision=embedding_precision
+            )
 
     def verify_and_create_index_if_necessary(
         self,
@@ -492,10 +530,15 @@ class OpenSearchDocumentIndex(DocumentIndex):
     ) -> None:
         """Verifies and creates the index if necessary.
 
-        Also puts the desired cluster settings.
+        Also puts the desired cluster settings if not in a multitenant
+        environment.
 
-        Also puts the desired search pipeline state, creating the pipelines if
-        they do not exist and updating them otherwise.
+        Also puts the desired search pipeline state if not in a multitenant
+        environment, creating the pipelines if they do not exist and updating
+        them otherwise.
+
+        In a multitenant environment, the above steps happen explicitly on
+        setup.
 
         Args:
             embedding_dim: Vector dimensionality for the vector similarity part
@@ -508,47 +551,38 @@ class OpenSearchDocumentIndex(DocumentIndex):
                 search pipelines.
         """
         logger.debug(
-            f"[OpenSearchDocumentIndex] Verifying and creating index {self._index_name} if necessary, "
-            f"with embedding dimension {embedding_dim}."
+            f"[OpenSearchDocumentIndex] Verifying and creating index {self._index_name} if "
+            f"necessary, with embedding dimension {embedding_dim}."
         )
+
+        if not self._tenant_state.multitenant:
+            set_cluster_state(self._client)
+
         expected_mappings = DocumentSchema.get_document_schema(
             embedding_dim, self._tenant_state.multitenant
         )
-        if not self._os_client.put_cluster_settings(
-            settings=OPENSEARCH_CLUSTER_SETTINGS
-        ):
-            logger.error(
-                f"Failed to put cluster settings for index {self._index_name}. If the settings have never been set before this "
-                "may cause unexpected index creation when indexing documents into an index that does not exist, or may cause "
-                "expected logs to not appear. If this is not the first time running Onyx against this instance of OpenSearch, "
-                "these settings have likely already been set. Not taking any further action..."
-            )
-        if not self._os_client.index_exists():
+
+        if not self._client.index_exists():
             if USING_AWS_MANAGED_OPENSEARCH:
                 index_settings = (
                     DocumentSchema.get_index_settings_for_aws_managed_opensearch()
                 )
             else:
                 index_settings = DocumentSchema.get_index_settings()
-            self._os_client.create_index(
+            self._client.create_index(
                 mappings=expected_mappings,
                 settings=index_settings,
             )
-        if not self._os_client.validate_index(
-            expected_mappings=expected_mappings,
-        ):
-            raise RuntimeError(
-                f"The index {self._index_name} is not valid. The expected mappings do not match the actual mappings."
-            )
-
-        self._os_client.create_search_pipeline(
-            pipeline_id=MIN_MAX_NORMALIZATION_PIPELINE_NAME,
-            pipeline_body=MIN_MAX_NORMALIZATION_PIPELINE_CONFIG,
-        )
-        self._os_client.create_search_pipeline(
-            pipeline_id=ZSCORE_NORMALIZATION_PIPELINE_NAME,
-            pipeline_body=ZSCORE_NORMALIZATION_PIPELINE_CONFIG,
-        )
+        else:
+            # Ensure schema is up to date by applying the current mappings.
+            try:
+                self._client.put_mapping(expected_mappings)
+            except Exception as e:
+                logger.error(
+                    f"Failed to update mappings for index {self._index_name}. This likely means a "
+                    f"field type was changed which requires reindexing. Error: {e}"
+                )
+                raise
 
     def index(
         self,
@@ -620,7 +654,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
             )
             # Now index. This will raise if a chunk of the same ID exists, which
             # we do not expect because we should have deleted all chunks.
-            self._os_client.bulk_index_documents(
+            self._client.bulk_index_documents(
                 documents=chunk_batch,
                 tenant_state=self._tenant_state,
             )
@@ -660,7 +694,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
             tenant_state=self._tenant_state,
         )
 
-        return self._os_client.delete_by_query(query_body)
+        return self._client.delete_by_query(query_body)
 
     def update(
         self,
@@ -760,7 +794,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
                         document_id=doc_id,
                         chunk_index=chunk_index,
                     )
-                    self._os_client.update_document(
+                    self._client.update_document(
                         document_chunk_id=document_chunk_id,
                         properties_to_update=properties_to_update,
                     )
@@ -799,7 +833,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
                 min_chunk_index=chunk_request.min_chunk_ind,
                 max_chunk_index=chunk_request.max_chunk_ind,
             )
-            search_hits = self._os_client.search(
+            search_hits = self._client.search(
                 body=query_body,
                 search_pipeline_id=None,
             )
@@ -849,7 +883,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
         # NOTE: Using z-score normalization here because it's better for hybrid search from a theoretical standpoint.
         # Empirically on a small dataset of up to 10K docs, it's not very different. Likely more impactful at scale.
         # https://opensearch.org/blog/introducing-the-z-score-normalization-technique-for-hybrid-search/
-        search_hits: list[SearchHit[DocumentChunk]] = self._os_client.search(
+        search_hits: list[SearchHit[DocumentChunk]] = self._client.search(
             body=query_body,
             search_pipeline_id=ZSCORE_NORMALIZATION_PIPELINE_NAME,
         )
@@ -881,7 +915,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
             index_filters=filters,
             num_to_retrieve=num_to_retrieve,
         )
-        search_hits: list[SearchHit[DocumentChunk]] = self._os_client.search(
+        search_hits: list[SearchHit[DocumentChunk]] = self._client.search(
             body=query_body,
             search_pipeline_id=None,
         )
@@ -909,6 +943,6 @@ class OpenSearchDocumentIndex(DocumentIndex):
         # Do not raise if the document already exists, just update. This is
         # because the document may already have been indexed during the
         # OpenSearch transition period.
-        self._os_client.bulk_index_documents(
+        self._client.bulk_index_documents(
             documents=chunks, tenant_state=self._tenant_state, update_if_exists=True
         )

backend/onyx/document_index/opensearch/search.py

@@ -28,6 +28,7 @@ from onyx.document_index.opensearch.schema import HIDDEN_FIELD_NAME
 from onyx.document_index.opensearch.schema import LAST_UPDATED_FIELD_NAME
 from onyx.document_index.opensearch.schema import MAX_CHUNK_SIZE_FIELD_NAME
 from onyx.document_index.opensearch.schema import METADATA_LIST_FIELD_NAME
+from onyx.document_index.opensearch.schema import PERSONAS_FIELD_NAME
 from onyx.document_index.opensearch.schema import PUBLIC_FIELD_NAME
 from onyx.document_index.opensearch.schema import set_or_convert_timezone_to_utc
 from onyx.document_index.opensearch.schema import SOURCE_TYPE_FIELD_NAME
@@ -144,6 +145,7 @@ class DocumentQuery:
             document_sets=index_filters.document_set or [],
             user_file_ids=index_filters.user_file_ids or [],
             project_id=index_filters.project_id,
+            persona_id=index_filters.persona_id,
             time_cutoff=index_filters.time_cutoff,
             min_chunk_index=min_chunk_index,
             max_chunk_index=max_chunk_index,
@@ -202,6 +204,7 @@ class DocumentQuery:
             document_sets=[],
             user_file_ids=[],
             project_id=None,
+            persona_id=None,
             time_cutoff=None,
             min_chunk_index=None,
             max_chunk_index=None,
@@ -267,6 +270,7 @@ class DocumentQuery:
             document_sets=index_filters.document_set or [],
             user_file_ids=index_filters.user_file_ids or [],
             project_id=index_filters.project_id,
+            persona_id=index_filters.persona_id,
             time_cutoff=index_filters.time_cutoff,
             min_chunk_index=None,
             max_chunk_index=None,
@@ -334,6 +338,7 @@ class DocumentQuery:
             document_sets=index_filters.document_set or [],
             user_file_ids=index_filters.user_file_ids or [],
             project_id=index_filters.project_id,
+            persona_id=index_filters.persona_id,
             time_cutoff=index_filters.time_cutoff,
             min_chunk_index=None,
             max_chunk_index=None,
@@ -496,6 +501,7 @@ class DocumentQuery:
         document_sets: list[str],
         user_file_ids: list[UUID],
         project_id: int | None,
+        persona_id: int | None,
         time_cutoff: datetime | None,
         min_chunk_index: int | None,
         max_chunk_index: int | None,
@@ -530,6 +536,8 @@ class DocumentQuery:
                 retrieved.
             project_id: If not None, only documents with this project ID in user
                 projects will be retrieved.
+            persona_id: If not None, only documents whose personas array
+                contains this persona ID will be retrieved.
             time_cutoff: Time cutoff for the documents to retrieve. If not None,
                 Documents which were last updated before this date will not be
                 returned. For documents which do not have a value for their last
@@ -627,6 +635,9 @@ class DocumentQuery:
             )
             return user_project_filter
 
+        def _get_persona_filter(persona_id: int) -> dict[str, Any]:
+            return {"term": {PERSONAS_FIELD_NAME: {"value": persona_id}}}
+
         def _get_time_cutoff_filter(time_cutoff: datetime) -> dict[str, Any]:
             # Convert to UTC if not already so the cutoff is comparable to the
             # document data.
@@ -780,6 +791,9 @@ class DocumentQuery:
             # document's user projects list.
             filter_clauses.append(_get_user_project_filter(project_id))
 
+        if persona_id is not None:
+            filter_clauses.append(_get_persona_filter(persona_id))
+
         if time_cutoff is not None:
             # If a time cutoff is provided, the caller will only retrieve
             # documents where the document was last updated at or after the time

backend/onyx/document_index/vespa/shared_utils/vespa_request_builders.py

@@ -12,6 +12,7 @@ from onyx.document_index.vespa_constants import DOCUMENT_ID
 from onyx.document_index.vespa_constants import DOCUMENT_SETS
 from onyx.document_index.vespa_constants import HIDDEN
 from onyx.document_index.vespa_constants import METADATA_LIST
+from onyx.document_index.vespa_constants import PERSONAS
 from onyx.document_index.vespa_constants import SOURCE_TYPE
 from onyx.document_index.vespa_constants import TENANT_ID
 from onyx.document_index.vespa_constants import USER_PROJECT
@@ -149,6 +150,18 @@ def build_vespa_filters(
         # Vespa YQL 'contains' expects a string literal; quote the integer
         return f'({USER_PROJECT} contains "{pid}") and '
 
+    def _build_persona_filter(
+        persona_id: int | None,
+    ) -> str:
+        if persona_id is None:
+            return ""
+        try:
+            pid = int(persona_id)
+        except Exception:
+            logger.warning(f"Invalid persona ID: {persona_id}")
+            return ""
+        return f'({PERSONAS} contains "{pid}") and '
+
     # Start building the filter string
     filter_str = f"!({HIDDEN}=true) and " if not include_hidden else ""
 
@@ -192,6 +205,9 @@ def build_vespa_filters(
     # User project filter (array<int> attribute membership)
     filter_str += _build_user_project_filter(filters.project_id)
 
+    # Persona filter (array<int> attribute membership)
+    filter_str += _build_persona_filter(filters.persona_id)
+
     # Time filter
     filter_str += _build_time_filter(filters.time_cutoff)
 

backend/onyx/indexing/adapters/user_file_indexing_adapter.py

@@ -20,6 +20,7 @@ from onyx.db.models import Persona
 from onyx.db.models import UserFile
 from onyx.db.notification import create_notification
 from onyx.db.user_file import fetch_chunk_counts_for_user_files
+from onyx.db.user_file import fetch_persona_ids_for_user_files
 from onyx.db.user_file import fetch_user_project_ids_for_user_files
 from onyx.file_store.utils import store_user_file_plaintext
 from onyx.indexing.indexing_pipeline import DocumentBatchPrepareContext
@@ -119,6 +120,10 @@ class UserFileIndexingAdapter:
             user_file_ids=updatable_ids,
             db_session=self.db_session,
         )
+        user_file_id_to_persona_ids = fetch_persona_ids_for_user_files(
+            user_file_ids=updatable_ids,
+            db_session=self.db_session,
+        )
         user_file_id_to_access: dict[str, DocumentAccess] = get_access_for_user_files(
             user_file_ids=updatable_ids,
             db_session=self.db_session,
@@ -182,7 +187,7 @@ class UserFileIndexingAdapter:
                 user_project=user_file_id_to_project_ids.get(
                     chunk.source_document.id, []
                 ),
-                personas=[],
+                personas=user_file_id_to_persona_ids.get(chunk.source_document.id, []),
                 boost=DEFAULT_BOOST,
                 tenant_id=tenant_id,
                 aggregated_chunk_boost_factor=chunk_content_scores[chunk_num],

backend/onyx/onyxbot/slack/blocks.py

@@ -592,11 +592,8 @@ def build_slack_response_blocks(
         )
 
     citations_blocks = []
-    document_blocks = []
     if answer.citation_info:
         citations_blocks = _build_citations_blocks(answer)
-    else:
-        document_blocks = _priority_ordered_documents_blocks(answer)
 
     citations_divider = [DividerBlock()] if citations_blocks else []
     buttons_divider = [DividerBlock()] if web_follow_up_block or follow_up_block else []
@@ -608,7 +605,6 @@ def build_slack_response_blocks(
         + ai_feedback_block
         + citations_divider
         + citations_blocks
-        + document_blocks
         + buttons_divider
         + web_follow_up_block
         + follow_up_block

backend/onyx/onyxbot/slack/formatting.py

@@ -1,10 +1,59 @@
 import re
+from collections.abc import Callable
 from typing import Any
 
 from mistune import create_markdown
 from mistune import HTMLRenderer
 
-_CITATION_LINK_PATTERN = re.compile(r"\[\[\d+\]\]\(")
+# Tags that should be replaced with a newline (line-break and block-level elements)
+_HTML_NEWLINE_TAG_PATTERN = re.compile(
+    r"<br\s*/?>|</(?:p|div|li|h[1-6]|tr|blockquote|section|article)>",
+    re.IGNORECASE,
+)
+
+# Strips HTML tags but excludes autolinks like <https://...> and <mailto:...>
+_HTML_TAG_PATTERN = re.compile(
+    r"<(?!https?://|mailto:)/?[a-zA-Z][^>]*>",
+)
+
+# Matches fenced code blocks (``` ... ```) so we can skip sanitization inside them
+_FENCED_CODE_BLOCK_PATTERN = re.compile(r"```[\s\S]*?```")
+
+# Matches the start of any markdown link: [text]( or [[n]](
+# The inner group handles nested brackets for citation links like [[1]](.
+_MARKDOWN_LINK_PATTERN = re.compile(r"\[(?:[^\[\]]|\[[^\]]*\])*\]\(")
+
+# Matches Slack-style links <url|text> that LLMs sometimes output directly.
+# Mistune doesn't recognise this syntax, so text() would escape the angle
+# brackets and Slack would render them as literal text instead of links.
+_SLACK_LINK_PATTERN = re.compile(r"<(https?://[^|>]+)\|([^>]+)>")
+
+
+def _sanitize_html(text: str) -> str:
+    """Strip HTML tags from a text fragment.
+
+    Block-level closing tags and <br> are converted to newlines.
+    All other HTML tags are removed. Autolinks (<https://...>) are preserved.
+    """
+    text = _HTML_NEWLINE_TAG_PATTERN.sub("\n", text)
+    text = _HTML_TAG_PATTERN.sub("", text)
+    return text
+
+
+def _transform_outside_code_blocks(
+    message: str, transform: Callable[[str], str]
+) -> str:
+    """Apply *transform* only to text outside fenced code blocks."""
+    parts = _FENCED_CODE_BLOCK_PATTERN.split(message)
+    code_blocks = _FENCED_CODE_BLOCK_PATTERN.findall(message)
+
+    result: list[str] = []
+    for i, part in enumerate(parts):
+        result.append(transform(part))
+        if i < len(code_blocks):
+            result.append(code_blocks[i])
+
+    return "".join(result)
 
 
 def _extract_link_destination(message: str, start_idx: int) -> tuple[str, int | None]:
@@ -29,15 +78,21 @@ def _extract_link_destination(message: str, start_idx: int) -> tuple[str, int |
     return message[start_idx:], None
 
 
-def _normalize_citation_link_destinations(message: str) -> str:
-    """Wrap citation URLs in angle brackets so markdown parsers handle parentheses safely."""
-    if "[[" not in message:
+def _normalize_link_destinations(message: str) -> str:
+    """Wrap markdown link URLs in angle brackets so the parser handles special chars safely.
+
+    Markdown link syntax [text](url) breaks when the URL contains unescaped
+    parentheses, spaces, or other special characters. Wrapping the URL in angle
+    brackets — [text](<url>) — tells the parser to treat everything inside as
+    a literal URL. This applies to all links, not just citations.
+    """
+    if "](" not in message:
         return message
 
     normalized_parts: list[str] = []
     cursor = 0
 
-    while match := _CITATION_LINK_PATTERN.search(message, cursor):
+    while match := _MARKDOWN_LINK_PATTERN.search(message, cursor):
         normalized_parts.append(message[cursor : match.end()])
         destination_start = match.end()
         destination, end_idx = _extract_link_destination(message, destination_start)
@@ -57,18 +112,38 @@ def _normalize_citation_link_destinations(message: str) -> str:
     return "".join(normalized_parts)
 
 
+def _convert_slack_links_to_markdown(message: str) -> str:
+    """Convert Slack-style <url|text> links to standard markdown [text](url).
+
+    LLMs sometimes emit Slack mrkdwn link syntax directly. Mistune doesn't
+    recognise it, so the angle brackets would be escaped by text() and Slack
+    would render the link as literal text instead of a clickable link.
+    """
+    return _transform_outside_code_blocks(
+        message, lambda text: _SLACK_LINK_PATTERN.sub(r"[\2](\1)", text)
+    )
+
+
 def format_slack_message(message: str | None) -> str:
     if message is None:
         return ""
+    message = _transform_outside_code_blocks(message, _sanitize_html)
+    message = _convert_slack_links_to_markdown(message)
+    normalized_message = _normalize_link_destinations(message)
     md = create_markdown(renderer=SlackRenderer(), plugins=["strikethrough"])
-    normalized_message = _normalize_citation_link_destinations(message)
     result = md(normalized_message)
     # With HTMLRenderer, result is always str (not AST list)
     assert isinstance(result, str)
-    return result
+    return result.rstrip("\n")
 
 
 class SlackRenderer(HTMLRenderer):
+    """Renders markdown as Slack mrkdwn format instead of HTML.
+
+    Overrides all HTMLRenderer methods that produce HTML tags to ensure
+    no raw HTML ever appears in Slack messages.
+    """
+
     SPECIALS: dict[str, str] = {"&": "&amp;", "<": "&lt;", ">": "&gt;"}
 
     def escape_special(self, text: str) -> str:
@@ -77,7 +152,7 @@ class SlackRenderer(HTMLRenderer):
         return text
 
     def heading(self, text: str, level: int, **attrs: Any) -> str:  # noqa: ARG002
-        return f"*{text}*\n"
+        return f"*{text}*\n\n"
 
     def emphasis(self, text: str) -> str:
         return f"_{text}_"
@@ -96,7 +171,7 @@ class SlackRenderer(HTMLRenderer):
                 count += 1
                 prefix = f"{count}. " if ordered else "• "
                 lines[i] = f"{prefix}{line[4:]}"
-        return "\n".join(lines)
+        return "\n".join(lines) + "\n"
 
     def list_item(self, text: str) -> str:
         return f"li: {text}\n"
@@ -118,7 +193,30 @@ class SlackRenderer(HTMLRenderer):
         return f"`{text}`"
 
     def block_code(self, code: str, info: str | None = None) -> str:  # noqa: ARG002
-        return f"```\n{code}\n```\n"
+        return f"```\n{code.rstrip(chr(10))}\n```\n\n"
+
+    def linebreak(self) -> str:
+        return "\n"
+
+    def thematic_break(self) -> str:
+        return "---\n\n"
+
+    def block_quote(self, text: str) -> str:
+        lines = text.strip().split("\n")
+        quoted = "\n".join(f">{line}" for line in lines)
+        return quoted + "\n\n"
+
+    def block_html(self, html: str) -> str:
+        return _sanitize_html(html) + "\n\n"
+
+    def block_error(self, text: str) -> str:
+        return f"```\n{text}\n```\n\n"
+
+    def text(self, text: str) -> str:
+        # Only escape the three entities Slack recognizes: & < >
+        # HTMLRenderer.text() also escapes " to &quot; which Slack renders
+        # as literal &quot; text since Slack doesn't recognize that entity.
+        return self.escape_special(text)
 
     def paragraph(self, text: str) -> str:
-        return f"{text}\n"
+        return f"{text}\n\n"

backend/onyx/server/features/build/sandbox/kubernetes/docker/generate_agents_md.py

@@ -1,15 +1,19 @@
 #!/usr/bin/env python3
 """Generate AGENTS.md by scanning the files directory and populating the template.
 
-This script runs at container startup, AFTER the init container has synced files
-from S3. It scans the /workspace/files directory to discover what knowledge sources
-are available and generates appropriate documentation.
+This script runs during session setup, AFTER files have been synced from S3
+and the files symlink has been created. It reads an existing AGENTS.md (which
+contains the {{KNOWLEDGE_SOURCES_SECTION}} placeholder), replaces the
+placeholder by scanning the knowledge source directory, and writes it back.
 
-Environment variables:
-- AGENT_INSTRUCTIONS: The template content with placeholders to replace
+Usage:
+    python3 generate_agents_md.py <agents_md_path> <files_path>
+
+Arguments:
+    agents_md_path: Path to the AGENTS.md file to update in place
+    files_path: Path to the files directory to scan for knowledge sources
 """
 
-import os
 import sys
 from pathlib import Path
 
@@ -189,49 +193,39 @@ def build_knowledge_sources_section(files_path: Path) -> str:
 def main() -> None:
     """Main entry point for container startup script.
 
-    Is called by the container startup script to scan /workspace/files and populate
-    the knowledge sources section.
+    Reads an existing AGENTS.md, replaces the {{KNOWLEDGE_SOURCES_SECTION}}
+    placeholder by scanning the files directory, and writes it back.
+
+    Usage:
+        python3 generate_agents_md.py <agents_md_path> <files_path>
     """
-    # Read template from environment variable
-    template = os.environ.get("AGENT_INSTRUCTIONS", "")
-    if not template:
-        print("Warning: No AGENT_INSTRUCTIONS template provided", file=sys.stderr)
-        template = "# Agent Instructions\n\nNo instructions provided."
+    if len(sys.argv) != 3:
+        print(
+            f"Usage: {sys.argv[0]} <agents_md_path> <files_path>",
+            file=sys.stderr,
+        )
+        sys.exit(1)
 
-    # Scan files directory - check /workspace/files first, then /workspace/demo_data
-    files_path = Path("/workspace/files")
-    demo_data_path = Path("/workspace/demo_data")
+    agents_md_path = Path(sys.argv[1])
+    files_path = Path(sys.argv[2])
 
-    # Use demo_data if files doesn't exist or is empty
-    if not files_path.exists() or not any(files_path.iterdir()):
-        if demo_data_path.exists():
-            files_path = demo_data_path
+    if not agents_md_path.exists():
+        print(f"Error: {agents_md_path} not found", file=sys.stderr)
+        sys.exit(1)
 
-    knowledge_sources_section = build_knowledge_sources_section(files_path)
+    template = agents_md_path.read_text()
 
-    # Replace placeholders
-    content = template
-    content = content.replace(
+    # Resolve symlinks (handles both direct symlinks and dirs containing symlinks)
+    resolved_files_path = files_path.resolve()
+
+    knowledge_sources_section = build_knowledge_sources_section(resolved_files_path)
+
+    # Replace placeholder and write back
+    content = template.replace(
         "{{KNOWLEDGE_SOURCES_SECTION}}", knowledge_sources_section
     )
-
-    # Write AGENTS.md
-    output_path = Path("/workspace/AGENTS.md")
-    output_path.write_text(content)
-
-    # Log result
-    source_count = 0
-    if files_path.exists():
-        source_count = len(
-            [
-                d
-                for d in files_path.iterdir()
-                if d.is_dir() and not d.name.startswith(".")
-            ]
-        )
-    print(
-        f"Generated AGENTS.md with {source_count} knowledge sources from {files_path}"
-    )
+    agents_md_path.write_text(content)
+    print(f"Populated knowledge sources in {agents_md_path}")
 
 
 if __name__ == "__main__":

backend/onyx/server/features/build/sandbox/kubernetes/kubernetes_sandbox_manager.py

@@ -1352,6 +1352,9 @@ fi
 echo "Writing AGENTS.md"
 printf '%s' '{agent_instructions_escaped}' > {session_path}/AGENTS.md
 
+# Populate knowledge sources by scanning the files directory
+python3 /usr/local/bin/generate_agents_md.py {session_path}/AGENTS.md {session_path}/files || true
+
 # Write opencode config
 echo "Writing opencode.json"
 printf '%s' '{opencode_json_escaped}' > {session_path}/opencode.json
@@ -1780,6 +1783,9 @@ ln -sf {symlink_target} {session_path}/files
 echo "Writing AGENTS.md"
 printf '%s' '{agent_instructions_escaped}' > {session_path}/AGENTS.md
 
+# Populate knowledge sources by scanning the files directory
+python3 /usr/local/bin/generate_agents_md.py {session_path}/AGENTS.md {session_path}/files || true
+
 # Write opencode config
 echo "Writing opencode.json"
 printf '%s' '{opencode_json_escaped}' > {session_path}/opencode.json

backend/onyx/server/features/persona/api.py

@@ -405,6 +405,7 @@ class PersonaShareRequest(BaseModel):
     user_ids: list[UUID] | None = None
     group_ids: list[int] | None = None
     is_public: bool | None = None
+    label_ids: list[int] | None = None
 
 
 # We notify each user when a user is shared with them
@@ -415,14 +416,22 @@ def share_persona(
     user: User = Depends(current_user),
     db_session: Session = Depends(get_session),
 ) -> None:
-    update_persona_shared(
-        persona_id=persona_id,
-        user=user,
-        db_session=db_session,
-        user_ids=persona_share_request.user_ids,
-        group_ids=persona_share_request.group_ids,
-        is_public=persona_share_request.is_public,
-    )
+    try:
+        update_persona_shared(
+            persona_id=persona_id,
+            user=user,
+            db_session=db_session,
+            user_ids=persona_share_request.user_ids,
+            group_ids=persona_share_request.group_ids,
+            is_public=persona_share_request.is_public,
+            label_ids=persona_share_request.label_ids,
+        )
+    except PermissionError as e:
+        logger.exception("Failed to share persona")
+        raise HTTPException(status_code=403, detail=str(e))
+    except ValueError as e:
+        logger.exception("Failed to share persona")
+        raise HTTPException(status_code=400, detail=str(e))
 
 
 @basic_router.delete("/{persona_id}", tags=PUBLIC_API_TAGS)

backend/onyx/server/manage/image_generation/api.py

@@ -97,7 +97,6 @@ def _build_llm_provider_request(
             ),  # Only this from source
             api_base=api_base,  # From request
             api_version=api_version,  # From request
-            default_model_name=model_name,
             deployment_name=deployment_name,  # From request
             is_public=True,
             groups=[],
@@ -136,7 +135,6 @@ def _build_llm_provider_request(
         api_key=api_key,
         api_base=api_base,
         api_version=api_version,
-        default_model_name=model_name,
         deployment_name=deployment_name,
         is_public=True,
         groups=[],
@@ -168,7 +166,6 @@ def _create_image_gen_llm_provider__no_commit(
         api_key=provider_request.api_key,
         api_base=provider_request.api_base,
         api_version=provider_request.api_version,
-        default_model_name=provider_request.default_model_name,
         deployment_name=provider_request.deployment_name,
         is_public=provider_request.is_public,
         custom_config=provider_request.custom_config,

backend/onyx/server/manage/llm/api.py

@@ -22,7 +22,10 @@ from onyx.auth.users import current_chat_accessible_user
 from onyx.db.engine.sql_engine import get_session
 from onyx.db.enums import LLMModelFlowType
 from onyx.db.llm import can_user_access_llm_provider
+from onyx.db.llm import fetch_default_llm_model
+from onyx.db.llm import fetch_default_vision_model
 from onyx.db.llm import fetch_existing_llm_provider
+from onyx.db.llm import fetch_existing_llm_provider_by_id
 from onyx.db.llm import fetch_existing_llm_providers
 from onyx.db.llm import fetch_existing_models
 from onyx.db.llm import fetch_persona_with_groups
@@ -52,11 +55,12 @@ from onyx.llm.well_known_providers.llm_provider_options import (
 )
 from onyx.server.manage.llm.models import BedrockFinalModelResponse
 from onyx.server.manage.llm.models import BedrockModelsRequest
+from onyx.server.manage.llm.models import DefaultModel
 from onyx.server.manage.llm.models import LLMCost
 from onyx.server.manage.llm.models import LLMProviderDescriptor
+from onyx.server.manage.llm.models import LLMProviderResponse
 from onyx.server.manage.llm.models import LLMProviderUpsertRequest
 from onyx.server.manage.llm.models import LLMProviderView
-from onyx.server.manage.llm.models import ModelConfigurationUpsertRequest
 from onyx.server.manage.llm.models import OllamaFinalModelResponse
 from onyx.server.manage.llm.models import OllamaModelDetails
 from onyx.server.manage.llm.models import OllamaModelsRequest
@@ -233,12 +237,9 @@ def test_llm_configuration(
 
     test_api_key = test_llm_request.api_key
     test_custom_config = test_llm_request.custom_config
-    if test_llm_request.name:
-        # NOTE: we are querying by name. we probably should be querying by an invariant id, but
-        # as it turns out the name is not editable in the UI and other code also keys off name,
-        # so we won't rock the boat just yet.
-        existing_provider = fetch_existing_llm_provider(
-            name=test_llm_request.name, db_session=db_session
+    if test_llm_request.id:
+        existing_provider = fetch_existing_llm_provider_by_id(
+            id=test_llm_request.id, db_session=db_session
         )
         if existing_provider:
             test_custom_config = _restore_masked_custom_config_values(
@@ -268,7 +269,7 @@ def test_llm_configuration(
 
     llm = get_llm(
         provider=test_llm_request.provider,
-        model=test_llm_request.default_model_name,
+        model=test_llm_request.model,
         api_key=test_api_key,
         api_base=test_llm_request.api_base,
         api_version=test_llm_request.api_version,
@@ -303,7 +304,7 @@ def list_llm_providers(
     include_image_gen: bool = Query(False),
     _: User = Depends(current_admin_user),
     db_session: Session = Depends(get_session),
-) -> list[LLMProviderView]:
+) -> LLMProviderResponse[LLMProviderView]:
     start_time = datetime.now(timezone.utc)
     logger.debug("Starting to fetch LLM providers")
 
@@ -328,7 +329,15 @@ def list_llm_providers(
     duration = (end_time - start_time).total_seconds()
     logger.debug(f"Completed fetching LLM providers in {duration:.2f} seconds")
 
-    return llm_provider_list
+    return LLMProviderResponse[LLMProviderView].from_models(
+        providers=llm_provider_list,
+        default_text=DefaultModel.from_model_config(
+            fetch_default_llm_model(db_session)
+        ),
+        default_vision=DefaultModel.from_model_config(
+            fetch_default_vision_model(db_session)
+        ),
+    )
 
 
 @admin_router.put("/provider")
@@ -344,18 +353,44 @@ def put_llm_provider(
     # validate request (e.g. if we're intending to create but the name already exists we should throw an error)
     # NOTE: may involve duplicate fetching to Postgres, but we're assuming SQLAlchemy is smart enough to cache
     # the result
-    existing_provider = fetch_existing_llm_provider(
+    existing_provider = None
+    if llm_provider_upsert_request.id:
+        existing_provider = fetch_existing_llm_provider_by_id(
+            id=llm_provider_upsert_request.id, db_session=db_session
+        )
+
+    # Check name constraints
+    # TODO: Once port from name to id is complete, unique name will no longer be required
+    if existing_provider and llm_provider_upsert_request.name != existing_provider.name:
+        raise HTTPException(
+            status_code=400,
+            detail="Renaming providers is not currently supported",
+        )
+
+    found_provider = fetch_existing_llm_provider(
         name=llm_provider_upsert_request.name, db_session=db_session
     )
+    if found_provider is not None and found_provider is not existing_provider:
+        raise HTTPException(
+            status_code=400,
+            detail=f"Provider with name={llm_provider_upsert_request.name} already exists",
+        )
+
     if existing_provider and is_creation:
         raise HTTPException(
             status_code=400,
-            detail=f"LLM Provider with name {llm_provider_upsert_request.name} already exists",
+            detail=(
+                f"LLM Provider with name {llm_provider_upsert_request.name} and "
+                f"id={llm_provider_upsert_request.id} already exists"
+            ),
         )
     elif not existing_provider and not is_creation:
         raise HTTPException(
             status_code=400,
-            detail=f"LLM Provider with name {llm_provider_upsert_request.name} does not exist",
+            detail=(
+                f"LLM Provider with name {llm_provider_upsert_request.name} and "
+                f"id={llm_provider_upsert_request.id} does not exist"
+            ),
         )
 
     # SSRF Protection: Validate api_base and custom_config match stored values
@@ -393,22 +428,6 @@ def put_llm_provider(
                 deduplicated_personas.append(persona_id)
         llm_provider_upsert_request.personas = deduplicated_personas
 
-    default_model_found = False
-
-    for model_configuration in llm_provider_upsert_request.model_configurations:
-        if model_configuration.name == llm_provider_upsert_request.default_model_name:
-            model_configuration.is_visible = True
-            default_model_found = True
-
-    # TODO: Remove this logic on api change
-    # Believed to be a dead pathway but we want to be safe for now
-    if not default_model_found:
-        llm_provider_upsert_request.model_configurations.append(
-            ModelConfigurationUpsertRequest(
-                name=llm_provider_upsert_request.default_model_name, is_visible=True
-            )
-        )
-
     # the llm api key is sanitized when returned to clients, so the only time we
     # should get a real key is when it is explicitly changed
     if existing_provider and not llm_provider_upsert_request.api_key_changed:
@@ -438,8 +457,8 @@ def put_llm_provider(
             config = fetch_llm_recommendations_from_github()
             if config and llm_provider_upsert_request.provider in config.providers:
                 # Refetch the provider to get the updated model
-                updated_provider = fetch_existing_llm_provider(
-                    name=llm_provider_upsert_request.name, db_session=db_session
+                updated_provider = fetch_existing_llm_provider_by_id(
+                    id=result.id, db_session=db_session
                 )
                 if updated_provider:
                     sync_auto_mode_models(
@@ -469,28 +488,29 @@ def delete_llm_provider(
         raise HTTPException(status_code=404, detail=str(e))
 
 
-@admin_router.post("/provider/{provider_id}/default")
+@admin_router.post("/default")
 def set_provider_as_default(
-    provider_id: int,
+    default_model_request: DefaultModel,
     _: User = Depends(current_admin_user),
     db_session: Session = Depends(get_session),
 ) -> None:
-    update_default_provider(provider_id=provider_id, db_session=db_session)
+    update_default_provider(
+        provider_id=default_model_request.provider_id,
+        model_name=default_model_request.model_name,
+        db_session=db_session,
+    )
 
 
-@admin_router.post("/provider/{provider_id}/default-vision")
+@admin_router.post("/default-vision")
 def set_provider_as_default_vision(
-    provider_id: int,
-    vision_model: str | None = Query(
-        None, description="The default vision model to use"
-    ),
+    default_model: DefaultModel,
     _: User = Depends(current_admin_user),
     db_session: Session = Depends(get_session),
 ) -> None:
-    if vision_model is None:
-        raise HTTPException(status_code=404, detail="Vision model not provided")
     update_default_vision_provider(
-        provider_id=provider_id, vision_model=vision_model, db_session=db_session
+        provider_id=default_model.provider_id,
+        vision_model=default_model.model_name,
+        db_session=db_session,
     )
 
 
@@ -516,7 +536,7 @@ def get_auto_config(
 def get_vision_capable_providers(
     _: User = Depends(current_admin_user),
     db_session: Session = Depends(get_session),
-) -> list[VisionProviderResponse]:
+) -> LLMProviderResponse[VisionProviderResponse]:
     """Return a list of LLM providers and their models that support image input"""
     vision_models = fetch_existing_models(
         db_session=db_session, flow_types=[LLMModelFlowType.VISION]
@@ -545,7 +565,13 @@ def get_vision_capable_providers(
     ]
 
     logger.debug(f"Found {len(vision_provider_response)} vision-capable providers")
-    return vision_provider_response
+
+    return LLMProviderResponse[VisionProviderResponse].from_models(
+        providers=vision_provider_response,
+        default_vision=DefaultModel.from_model_config(
+            fetch_default_vision_model(db_session)
+        ),
+    )
 
 
 """Endpoints for all"""
@@ -555,7 +581,7 @@ def get_vision_capable_providers(
 def list_llm_provider_basics(
     user: User = Depends(current_chat_accessible_user),
     db_session: Session = Depends(get_session),
-) -> list[LLMProviderDescriptor]:
+) -> LLMProviderResponse[LLMProviderDescriptor]:
     """Get LLM providers accessible to the current user.
 
     Returns:
@@ -592,7 +618,15 @@ def list_llm_provider_basics(
         f"Completed fetching {len(accessible_providers)} user-accessible providers in {duration:.2f} seconds"
     )
 
-    return accessible_providers
+    return LLMProviderResponse[LLMProviderDescriptor].from_models(
+        providers=accessible_providers,
+        default_text=DefaultModel.from_model_config(
+            fetch_default_llm_model(db_session)
+        ),
+        default_vision=DefaultModel.from_model_config(
+            fetch_default_vision_model(db_session)
+        ),
+    )
 
 
 def get_valid_model_names_for_persona(
@@ -635,7 +669,7 @@ def list_llm_providers_for_persona(
     persona_id: int,
     user: User = Depends(current_chat_accessible_user),
     db_session: Session = Depends(get_session),
-) -> list[LLMProviderDescriptor]:
+) -> LLMProviderResponse[LLMProviderDescriptor]:
     """Get LLM providers for a specific persona.
 
     Returns providers that the user can access when using this persona:
@@ -682,7 +716,51 @@ def list_llm_providers_for_persona(
         f"Completed fetching {len(llm_provider_list)} LLM providers for persona {persona_id} in {duration:.2f} seconds"
     )
 
-    return llm_provider_list
+    # Get the default model and vision model for the persona
+    # TODO: Port persona's over to use ID
+    persona_default_provider = persona.llm_model_provider_override
+    persona_default_model = persona.llm_model_version_override
+
+    default_text_model = fetch_default_llm_model(db_session)
+    default_vision_model = fetch_default_vision_model(db_session)
+
+    # Build default_text and default_vision using persona overrides when available,
+    # falling back to the global defaults.
+    default_text = DefaultModel.from_model_config(default_text_model)
+    default_vision = DefaultModel.from_model_config(default_vision_model)
+
+    if persona_default_provider:
+        provider = fetch_existing_llm_provider(persona_default_provider, db_session)
+        if provider and can_user_access_llm_provider(
+            provider, user_group_ids, persona, is_admin=is_admin
+        ):
+            if persona_default_model:
+                # Persona specifies both provider and model — use them directly
+                default_text = DefaultModel(
+                    provider_id=provider.id,
+                    model_name=persona_default_model,
+                )
+            else:
+                # Persona specifies only the provider — pick a visible (public) model,
+                # falling back to any model on this provider
+                visible_model = next(
+                    (mc for mc in provider.model_configurations if mc.is_visible),
+                    None,
+                )
+                fallback_model = visible_model or next(
+                    iter(provider.model_configurations), None
+                )
+                if fallback_model:
+                    default_text = DefaultModel(
+                        provider_id=provider.id,
+                        model_name=fallback_model.name,
+                    )
+
+    return LLMProviderResponse[LLMProviderDescriptor].from_models(
+        providers=llm_provider_list,
+        default_text=default_text,
+        default_vision=default_vision,
+    )
 
 
 @admin_router.get("/provider-contextual-cost")

backend/onyx/server/manage/llm/models.py

@@ -1,5 +1,9 @@
+from __future__ import annotations
+
 from typing import Any
+from typing import Generic
 from typing import TYPE_CHECKING
+from typing import TypeVar
 
 from pydantic import BaseModel
 from pydantic import Field
@@ -21,50 +25,22 @@ if TYPE_CHECKING:
         ModelConfiguration as ModelConfigurationModel,
     )
 
-
-# TODO: Clear this up on api refactor
-# There is still logic that requires sending each providers default model name
-# There is no logic that requires sending the providers default vision model name
-# We only send for the one that is actually the default
-def get_default_llm_model_name(llm_provider_model: "LLMProviderModel") -> str:
-    """Find the default conversation model name for a provider.
-
-    Returns the model name if found, otherwise returns empty string.
-    """
-    for model_config in llm_provider_model.model_configurations:
-        for flow in model_config.llm_model_flows:
-            if flow.is_default and flow.llm_model_flow_type == LLMModelFlowType.CHAT:
-                return model_config.name
-    return ""
-
-
-def get_default_vision_model_name(llm_provider_model: "LLMProviderModel") -> str | None:
-    """Find the default vision model name for a provider.
-
-    Returns the model name if found, otherwise returns None.
-    """
-    for model_config in llm_provider_model.model_configurations:
-        for flow in model_config.llm_model_flows:
-            if flow.is_default and flow.llm_model_flow_type == LLMModelFlowType.VISION:
-                return model_config.name
-    return None
+T = TypeVar("T", "LLMProviderDescriptor", "LLMProviderView", "VisionProviderResponse")
 
 
 class TestLLMRequest(BaseModel):
     # provider level
-    name: str | None = None
+    id: int | None = None
     provider: str
+    model: str
     api_key: str | None = None
     api_base: str | None = None
     api_version: str | None = None
     custom_config: dict[str, str] | None = None
 
     # model level
-    default_model_name: str
     deployment_name: str | None = None
 
-    model_configurations: list["ModelConfigurationUpsertRequest"]
-
     # if try and use the existing API/custom config key
     api_key_changed: bool
     custom_config_changed: bool
@@ -80,13 +56,10 @@ class LLMProviderDescriptor(BaseModel):
     """A descriptor for an LLM provider that can be safely viewed by
     non-admin users. Used when giving a list of available LLMs."""
 
+    id: int
     name: str
     provider: str
     provider_display_name: str  # Human-friendly name like "Claude (Anthropic)"
-    default_model_name: str
-    is_default_provider: bool | None
-    is_default_vision_provider: bool | None
-    default_vision_model: str | None
     model_configurations: list["ModelConfigurationView"]
 
     @classmethod
@@ -99,22 +72,12 @@ class LLMProviderDescriptor(BaseModel):
         )
 
         provider = llm_provider_model.provider
-        default_model_name = get_default_llm_model_name(llm_provider_model)
-        default_vision_model = get_default_vision_model_name(llm_provider_model)
-
-        is_default_provider = bool(default_model_name)
-        is_default_vision_provider = default_vision_model is not None
-
-        default_model_name = default_model_name or llm_provider_model.default_model_name
 
         return cls(
+            id=llm_provider_model.id,
             name=llm_provider_model.name,
             provider=provider,
             provider_display_name=get_provider_display_name(provider),
-            default_model_name=default_model_name,
-            is_default_provider=is_default_provider,
-            is_default_vision_provider=is_default_vision_provider,
-            default_vision_model=default_vision_model,
             model_configurations=filter_model_configurations(
                 llm_provider_model.model_configurations, provider
             ),
@@ -128,18 +91,17 @@ class LLMProvider(BaseModel):
     api_base: str | None = None
     api_version: str | None = None
     custom_config: dict[str, str] | None = None
-    default_model_name: str
     is_public: bool = True
     is_auto_mode: bool = False
     groups: list[int] = Field(default_factory=list)
     personas: list[int] = Field(default_factory=list)
     deployment_name: str | None = None
-    default_vision_model: str | None = None
 
 
 class LLMProviderUpsertRequest(LLMProvider):
     # should only be used for a "custom" provider
     # for default providers, the built-in model names are used
+    id: int | None = None
     api_key_changed: bool = False
     custom_config_changed: bool = False
     model_configurations: list["ModelConfigurationUpsertRequest"] = []
@@ -155,8 +117,6 @@ class LLMProviderView(LLMProvider):
     """Stripped down representation of LLMProvider for display / limited access info only"""
 
     id: int
-    is_default_provider: bool | None = None
-    is_default_vision_provider: bool | None = None
     model_configurations: list["ModelConfigurationView"]
 
     @classmethod
@@ -178,14 +138,6 @@ class LLMProviderView(LLMProvider):
 
         provider = llm_provider_model.provider
 
-        default_model_name = get_default_llm_model_name(llm_provider_model)
-        default_vision_model = get_default_vision_model_name(llm_provider_model)
-
-        is_default_provider = bool(default_model_name)
-        is_default_vision_provider = default_vision_model is not None
-
-        default_model_name = default_model_name or llm_provider_model.default_model_name
-
         return cls(
             id=llm_provider_model.id,
             name=llm_provider_model.name,
@@ -198,10 +150,6 @@ class LLMProviderView(LLMProvider):
             api_base=llm_provider_model.api_base,
             api_version=llm_provider_model.api_version,
             custom_config=llm_provider_model.custom_config,
-            default_model_name=default_model_name,
-            is_default_provider=is_default_provider,
-            is_default_vision_provider=is_default_vision_provider,
-            default_vision_model=default_vision_model,
             is_public=llm_provider_model.is_public,
             is_auto_mode=llm_provider_model.is_auto_mode,
             groups=groups,
@@ -421,3 +369,38 @@ class OpenRouterFinalModelResponse(BaseModel):
         int | None
     )  # From OpenRouter API context_length (may be missing for some models)
     supports_image_input: bool
+
+
+class DefaultModel(BaseModel):
+    provider_id: int
+    model_name: str
+
+    @classmethod
+    def from_model_config(
+        cls, model_config: ModelConfigurationModel | None
+    ) -> DefaultModel | None:
+        if not model_config:
+            return None
+        return cls(
+            provider_id=model_config.llm_provider_id,
+            model_name=model_config.name,
+        )
+
+
+class LLMProviderResponse(BaseModel, Generic[T]):
+    providers: list[T]
+    default_text: DefaultModel | None = None
+    default_vision: DefaultModel | None = None
+
+    @classmethod
+    def from_models(
+        cls,
+        providers: list[T],
+        default_text: DefaultModel | None = None,
+        default_vision: DefaultModel | None = None,
+    ) -> LLMProviderResponse[T]:
+        return cls(
+            providers=providers,
+            default_text=default_text,
+            default_vision=default_vision,
+        )

backend/onyx/server/metrics/per_tenant.py

@@ -0,0 +1,27 @@
+"""Per-tenant request counter metric.
+
+Increments a counter on every request, labelled by tenant, so Grafana can
+answer "which tenant is generating the most traffic?"
+"""
+
+from prometheus_client import Counter
+from prometheus_fastapi_instrumentator.metrics import Info
+
+from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
+
+_requests_by_tenant = Counter(
+    "onyx_api_requests_by_tenant_total",
+    "Total API requests by tenant",
+    ["tenant_id", "method", "handler", "status"],
+)
+
+
+def per_tenant_request_callback(info: Info) -> None:
+    """Increment per-tenant request counter for every request."""
+    tenant_id = CURRENT_TENANT_ID_CONTEXTVAR.get() or "unknown"
+    _requests_by_tenant.labels(
+        tenant_id=tenant_id,
+        method=info.method,
+        handler=info.modified_handler,
+        status=info.modified_status,
+    ).inc()

backend/onyx/server/metrics/postgres_connection_pool.py

@@ -32,6 +32,7 @@ from sqlalchemy.pool import QueuePool
 
 from onyx.utils.logger import setup_logger
 from shared_configs.contextvars import CURRENT_ENDPOINT_CONTEXTVAR
+from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
 
 logger = setup_logger()
 
@@ -72,7 +73,7 @@ _checkout_timeout_total = Counter(
 _connections_held = Gauge(
     "onyx_db_connections_held_by_endpoint",
     "Number of DB connections currently held, by endpoint and engine",
-    ["handler", "engine"],
+    ["handler", "engine", "tenant_id"],
 )
 
 _hold_seconds = Histogram(
@@ -163,10 +164,14 @@ def _register_pool_events(engine: Engine, label: str) -> None:
         conn_proxy: PoolProxiedConnection,  # noqa: ARG001
     ) -> None:
         handler = CURRENT_ENDPOINT_CONTEXTVAR.get() or "unknown"
+        tenant_id = CURRENT_TENANT_ID_CONTEXTVAR.get() or "unknown"
         conn_record.info["_metrics_endpoint"] = handler
+        conn_record.info["_metrics_tenant_id"] = tenant_id
         conn_record.info["_metrics_checkout_time"] = time.monotonic()
         _checkout_total.labels(engine=label).inc()
-        _connections_held.labels(handler=handler, engine=label).inc()
+        _connections_held.labels(
+            handler=handler, engine=label, tenant_id=tenant_id
+        ).inc()
 
     @event.listens_for(engine, "checkin")
     def on_checkin(
@@ -174,9 +179,12 @@ def _register_pool_events(engine: Engine, label: str) -> None:
         conn_record: ConnectionPoolEntry,
     ) -> None:
         handler = conn_record.info.pop("_metrics_endpoint", "unknown")
+        tenant_id = conn_record.info.pop("_metrics_tenant_id", "unknown")
         start = conn_record.info.pop("_metrics_checkout_time", None)
         _checkin_total.labels(engine=label).inc()
-        _connections_held.labels(handler=handler, engine=label).dec()
+        _connections_held.labels(
+            handler=handler, engine=label, tenant_id=tenant_id
+        ).dec()
         if start is not None:
             _hold_seconds.labels(handler=handler, engine=label).observe(
                 time.monotonic() - start
@@ -199,9 +207,12 @@ def _register_pool_events(engine: Engine, label: str) -> None:
         # Defensively clean up the held-connections gauge in case checkin
         # doesn't fire after invalidation (e.g. hard pool shutdown).
         handler = conn_record.info.pop("_metrics_endpoint", None)
+        tenant_id = conn_record.info.pop("_metrics_tenant_id", "unknown")
         start = conn_record.info.pop("_metrics_checkout_time", None)
         if handler:
-            _connections_held.labels(handler=handler, engine=label).dec()
+            _connections_held.labels(
+                handler=handler, engine=label, tenant_id=tenant_id
+            ).dec()
         if start is not None:
             _hold_seconds.labels(handler=handler or "unknown", engine=label).observe(
                 time.monotonic() - start

backend/onyx/server/metrics/prometheus_setup.py

@@ -11,9 +11,11 @@ SQLAlchemy connection pool metrics are registered separately via
 """
 
 from prometheus_fastapi_instrumentator import Instrumentator
+from prometheus_fastapi_instrumentator.metrics import default as default_metrics
 from sqlalchemy.exc import TimeoutError as SATimeoutError
 from starlette.applications import Starlette
 
+from onyx.server.metrics.per_tenant import per_tenant_request_callback
 from onyx.server.metrics.postgres_connection_pool import pool_timeout_handler
 from onyx.server.metrics.slow_requests import slow_request_callback
 
@@ -59,6 +61,15 @@ def setup_prometheus_metrics(app: Starlette) -> None:
         excluded_handlers=_EXCLUDED_HANDLERS,
     )
 
+    # Explicitly create the default metrics (http_requests_total,
+    # http_request_duration_seconds, etc.) and add them first.  The library
+    # skips creating defaults when ANY custom instrumentations are registered
+    # via .add(), so we must include them ourselves.
+    default_callback = default_metrics(latency_lowr_buckets=_LATENCY_BUCKETS)
+    if default_callback:
+        instrumentator.add(default_callback)
+
     instrumentator.add(slow_request_callback)
+    instrumentator.add(per_tenant_request_callback)
 
     instrumentator.instrument(app, latency_lowr_buckets=_LATENCY_BUCKETS).expose(app)

backend/onyx/server/settings/models.py

@@ -19,6 +19,7 @@ class ApplicationStatus(str, Enum):
     PAYMENT_REMINDER = "payment_reminder"
     GRACE_PERIOD = "grace_period"
     GATED_ACCESS = "gated_access"
+    SEAT_LIMIT_EXCEEDED = "seat_limit_exceeded"
 
 
 class Notification(BaseModel):
@@ -82,6 +83,10 @@ class Settings(BaseModel):
     # Default Assistant settings
     disable_default_assistant: bool | None = False
 
+    # Seat usage - populated by license enforcement when seat limit is exceeded
+    seat_count: int | None = None
+    used_seats: int | None = None
+
     # OpenSearch migration
     opensearch_indexing_enabled: bool = False
 

backend/onyx/setup.py

@@ -4,6 +4,7 @@ from sqlalchemy.orm import Session
 
 from onyx.configs.app_configs import DISABLE_INDEX_UPDATE_ON_SWAP
 from onyx.configs.app_configs import DISABLE_VECTOR_DB
+from onyx.configs.app_configs import ENABLE_OPENSEARCH_INDEXING_FOR_ONYX
 from onyx.configs.app_configs import INTEGRATION_TESTS_MODE
 from onyx.configs.app_configs import MANAGED_VESPA
 from onyx.configs.app_configs import VESPA_NUM_ATTEMPTS_ON_STARTUP
@@ -24,6 +25,7 @@ from onyx.db.enums import EmbeddingPrecision
 from onyx.db.index_attempt import cancel_indexing_attempts_past_model
 from onyx.db.index_attempt import expire_index_attempts
 from onyx.db.llm import fetch_default_llm_model
+from onyx.db.llm import fetch_existing_llm_provider
 from onyx.db.llm import update_default_provider
 from onyx.db.llm import upsert_llm_provider
 from onyx.db.search_settings import get_active_search_settings
@@ -32,6 +34,9 @@ from onyx.db.search_settings import update_current_search_settings
 from onyx.db.swap_index import check_and_perform_index_swap
 from onyx.document_index.factory import get_all_document_indices
 from onyx.document_index.interfaces import DocumentIndex
+from onyx.document_index.opensearch.client import OpenSearchClient
+from onyx.document_index.opensearch.client import wait_for_opensearch_with_timeout
+from onyx.document_index.opensearch.opensearch_document_index import set_cluster_state
 from onyx.document_index.vespa.index import VespaIndex
 from onyx.indexing.models import IndexingSetting
 from onyx.key_value_store.factory import get_kv_store
@@ -250,14 +255,18 @@ def setup_postgres(db_session: Session) -> None:
         logger.notice("Setting up default OpenAI LLM for dev.")
 
         llm_model = GEN_AI_MODEL_VERSION or "gpt-4o-mini"
+        provider_name = "DevEnvPresetOpenAI"
+        existing = fetch_existing_llm_provider(
+            name=provider_name, db_session=db_session
+        )
         model_req = LLMProviderUpsertRequest(
-            name="DevEnvPresetOpenAI",
+            id=existing.id if existing else None,
+            name=provider_name,
             provider=LlmProviderNames.OPENAI,
             api_key=GEN_AI_API_KEY,
             api_base=None,
             api_version=None,
             custom_config=None,
-            default_model_name=llm_model,
             is_public=True,
             groups=[],
             model_configurations=[
@@ -269,7 +278,9 @@ def setup_postgres(db_session: Session) -> None:
         new_llm_provider = upsert_llm_provider(
             llm_provider_upsert_request=model_req, db_session=db_session
         )
-        update_default_provider(provider_id=new_llm_provider.id, db_session=db_session)
+        update_default_provider(
+            provider_id=new_llm_provider.id, model_name=llm_model, db_session=db_session
+        )
 
 
 def update_default_multipass_indexing(db_session: Session) -> None:
@@ -311,7 +322,14 @@ def setup_multitenant_onyx() -> None:
         logger.notice("DISABLE_VECTOR_DB is set — skipping multitenant Vespa setup.")
         return
 
+    if ENABLE_OPENSEARCH_INDEXING_FOR_ONYX:
+        opensearch_client = OpenSearchClient()
+        if not wait_for_opensearch_with_timeout(client=opensearch_client):
+            raise RuntimeError("Failed to connect to OpenSearch.")
+        set_cluster_state(opensearch_client)
+
     # For Managed Vespa, the schema is sent over via the Vespa Console manually.
+    # NOTE: Pretty sure this code is never hit in any production environment.
     if not MANAGED_VESPA:
         setup_vespa_multitenant(SUPPORTED_EMBEDDING_MODELS)
 

backend/onyx/tools/fake_tools/research_agent.py

@@ -120,7 +120,7 @@ def generate_intermediate_report(
             custom_agent_prompt=None,
             simple_chat_history=history,
             reminder_message=reminder_message,
-            project_files=None,
+            context_files=None,
             available_tokens=llm.config.max_input_tokens,
         )
 
@@ -325,7 +325,7 @@ def run_research_agent_call(
                     custom_agent_prompt=None,
                     simple_chat_history=msg_history,
                     reminder_message=reminder_message,
-                    project_files=None,
+                    context_files=None,
                     available_tokens=llm.config.max_input_tokens,
                 )
 

backend/onyx/tools/tool_constructor.py

@@ -54,6 +54,7 @@ logger = setup_logger()
 class SearchToolConfig(BaseModel):
     user_selected_filters: BaseFilters | None = None
     project_id: int | None = None
+    persona_id: int | None = None
     bypass_acl: bool = False
     additional_context: str | None = None
     slack_context: SlackContext | None = None
@@ -180,6 +181,7 @@ def construct_tools(
                     document_index=document_index,
                     user_selected_filters=search_tool_config.user_selected_filters,
                     project_id=search_tool_config.project_id,
+                    persona_id=search_tool_config.persona_id,
                     bypass_acl=search_tool_config.bypass_acl,
                     slack_context=search_tool_config.slack_context,
                     enable_slack_search=search_tool_config.enable_slack_search,
@@ -427,6 +429,7 @@ def construct_tools(
             document_index=document_index,
             user_selected_filters=search_tool_config.user_selected_filters,
             project_id=search_tool_config.project_id,
+            persona_id=search_tool_config.persona_id,
             bypass_acl=search_tool_config.bypass_acl,
             slack_context=search_tool_config.slack_context,
             enable_slack_search=search_tool_config.enable_slack_search,

backend/onyx/tools/tool_implementations/search/search_tool.py

@@ -247,6 +247,8 @@ class SearchTool(Tool[SearchToolOverrideKwargs]):
         user_selected_filters: BaseFilters | None,
         # If the chat is part of a project
         project_id: int | None,
+        # If set, search scopes to files attached to this persona
+        persona_id: int | None = None,
         bypass_acl: bool = False,
         # Slack context for federated Slack search (tokens fetched internally)
         slack_context: SlackContext | None = None,
@@ -261,6 +263,7 @@ class SearchTool(Tool[SearchToolOverrideKwargs]):
         self.document_index = document_index
         self.user_selected_filters = user_selected_filters
         self.project_id = project_id
+        self.persona_id = persona_id
         self.bypass_acl = bypass_acl
         self.slack_context = slack_context
         self.enable_slack_search = enable_slack_search
@@ -456,6 +459,7 @@ class SearchTool(Tool[SearchToolOverrideKwargs]):
                 limit=num_hits,
             ),
             project_id=self.project_id,
+            persona_id=self.persona_id,
             document_index=self.document_index,
             user=self.user,
             persona=self.persona,

backend/requirements/default.txt

@@ -257,7 +257,7 @@ exceptiongroup==1.3.0
     # via
     #   braintrust
     #   fastmcp
-fastapi==0.128.0
+fastapi==0.133.1
     # via
     #   fastapi-limiter
     #   fastapi-users
@@ -809,7 +809,7 @@ pypandoc-binary==1.16.2
     # via onyx
 pyparsing==3.2.5
     # via httplib2
-pypdf==6.6.2
+pypdf==6.7.3
     # via
     #   onyx
     #   unstructured-client
@@ -1155,6 +1155,7 @@ typing-inspect==0.9.0
     # via dataclasses-json
 typing-inspection==0.4.2
     # via
+    #   fastapi
     #   mcp
     #   pydantic
     #   pydantic-settings
@@ -1216,7 +1217,7 @@ websockets==15.0.1
     # via
     #   fastmcp
     #   google-genai
-werkzeug==3.1.5
+werkzeug==3.1.6
     # via sendgrid
 wrapt==1.17.3
     # via

backend/requirements/dev.txt

@@ -125,7 +125,7 @@ executing==2.2.1
     # via stack-data
 faker==40.1.2
     # via onyx
-fastapi==0.128.0
+fastapi==0.133.1
     # via
     #   onyx
     #   onyx-devtools
@@ -317,7 +317,7 @@ oauthlib==3.2.2
     # via
     #   kubernetes
     #   requests-oauthlib
-onyx-devtools==0.6.1
+onyx-devtools==0.6.2
     # via onyx
 openai==2.14.0
     # via
@@ -619,6 +619,7 @@ typing-extensions==4.15.0
     #   typing-inspection
 typing-inspection==0.4.2
     # via
+    #   fastapi
     #   mcp
     #   pydantic
     #   pydantic-settings

backend/requirements/ee.txt

@@ -90,7 +90,7 @@ docstring-parser==0.17.0
     # via google-cloud-aiplatform
 durationpy==0.10
     # via kubernetes
-fastapi==0.128.0
+fastapi==0.133.1
     # via onyx
 fastavro==1.12.1
     # via cohere
@@ -398,6 +398,7 @@ typing-extensions==4.15.0
     #   typing-inspection
 typing-inspection==0.4.2
     # via
+    #   fastapi
     #   mcp
     #   pydantic
     #   pydantic-settings

backend/requirements/model_server.txt

@@ -108,7 +108,7 @@ durationpy==0.10
     # via kubernetes
 einops==0.8.1
     # via onyx
-fastapi==0.128.0
+fastapi==0.133.1
     # via
     #   onyx
     #   sentry-sdk
@@ -525,6 +525,7 @@ typing-extensions==4.15.0
     #   typing-inspection
 typing-inspection==0.4.2
     # via
+    #   fastapi
     #   mcp
     #   pydantic
     #   pydantic-settings

backend/tests/daily/connectors/sharepoint/test_sharepoint_connector.py

@@ -12,6 +12,7 @@ from onyx.configs.constants import DocumentSource
 from onyx.connectors.models import Document
 from onyx.connectors.models import HierarchyNode
 from onyx.connectors.models import ImageSection
+from onyx.connectors.sharepoint.connector import SharepointAuthMethod
 from onyx.connectors.sharepoint.connector import SharepointConnector
 from onyx.db.enums import HierarchyNodeType
 from tests.daily.connectors.utils import load_all_from_connector
@@ -521,3 +522,46 @@ def test_sharepoint_connector_hierarchy_nodes(
                 f"Document {doc.semantic_identifier} should have "
                 "parent_hierarchy_raw_node_id set"
             )
+
+
+@pytest.fixture
+def sharepoint_cert_credentials() -> dict[str, str]:
+    return {
+        "authentication_method": SharepointAuthMethod.CERTIFICATE.value,
+        "sp_client_id": os.environ["PERM_SYNC_SHAREPOINT_CLIENT_ID"],
+        "sp_private_key": os.environ["PERM_SYNC_SHAREPOINT_PRIVATE_KEY"],
+        "sp_certificate_password": os.environ[
+            "PERM_SYNC_SHAREPOINT_CERTIFICATE_PASSWORD"
+        ],
+        "sp_directory_id": os.environ["PERM_SYNC_SHAREPOINT_DIRECTORY_ID"],
+    }
+
+
+def test_resolve_tenant_domain_from_site_urls(
+    sharepoint_cert_credentials: dict[str, str],
+) -> None:
+    """Verify that certificate auth resolves the tenant domain from site URLs
+    without calling the /organization endpoint."""
+    site_url = os.environ["SHAREPOINT_SITE"]
+    connector = SharepointConnector(sites=[site_url])
+    connector.load_credentials(sharepoint_cert_credentials)
+
+    assert connector.sp_tenant_domain is not None
+    assert len(connector.sp_tenant_domain) > 0
+    # The tenant domain should match the first label of the site URL hostname
+    from urllib.parse import urlsplit
+
+    expected = urlsplit(site_url).hostname.split(".")[0]  # type: ignore
+    assert connector.sp_tenant_domain == expected
+
+
+def test_resolve_tenant_domain_from_root_site(
+    sharepoint_cert_credentials: dict[str, str],
+) -> None:
+    """Verify that certificate auth resolves the tenant domain via the root
+    site endpoint when no site URLs are configured."""
+    connector = SharepointConnector(sites=[])
+    connector.load_credentials(sharepoint_cert_credentials)
+
+    assert connector.sp_tenant_domain is not None
+    assert len(connector.sp_tenant_domain) > 0

backend/tests/daily/llm/test_bedrock.py

@@ -17,7 +17,7 @@ def test_bedrock_llm_configuration(client: TestClient) -> None:
     # Prepare the test request payload
     test_request: dict[str, Any] = {
         "provider": LlmProviderNames.BEDROCK,
-        "default_model_name": _DEFAULT_BEDROCK_MODEL,
+        "model": _DEFAULT_BEDROCK_MODEL,
         "api_key": None,
         "api_base": None,
         "api_version": None,
@@ -44,7 +44,7 @@ def test_bedrock_llm_configuration_invalid_key(client: TestClient) -> None:
     # Prepare the test request payload with invalid credentials
     test_request: dict[str, Any] = {
         "provider": LlmProviderNames.BEDROCK,
-        "default_model_name": _DEFAULT_BEDROCK_MODEL,
+        "model": _DEFAULT_BEDROCK_MODEL,
         "api_key": None,
         "api_base": None,
         "api_version": None,

backend/tests/external_dependency_unit/answer/conftest.py

@@ -28,7 +28,6 @@ def ensure_default_llm_provider(db_session: Session) -> None:
             provider=LlmProviderNames.OPENAI,
             api_key=os.environ.get("OPENAI_API_KEY", "test"),
             is_public=True,
-            default_model_name="gpt-4o-mini",
             model_configurations=[
                 ModelConfigurationUpsertRequest(
                     name="gpt-4o-mini",
@@ -41,7 +40,7 @@ def ensure_default_llm_provider(db_session: Session) -> None:
             llm_provider_upsert_request=llm_provider_request,
             db_session=db_session,
         )
-        update_default_provider(provider.id, db_session)
+        update_default_provider(provider.id, "gpt-4o-mini", db_session)
     except Exception as exc:  # pragma: no cover - only hits on duplicate setup issues
         # Rollback to clear the pending transaction state
         db_session.rollback()

backend/tests/external_dependency_unit/answer/test_answer_without_openai.py

@@ -47,7 +47,6 @@ def test_answer_with_only_anthropic_provider(
             name=provider_name,
             provider=LlmProviderNames.ANTHROPIC,
             api_key=anthropic_api_key,
-            default_model_name=anthropic_model,
             is_public=True,
             groups=[],
             model_configurations=[
@@ -59,7 +58,7 @@ def test_answer_with_only_anthropic_provider(
     )
 
     try:
-        update_default_provider(anthropic_provider.id, db_session)
+        update_default_provider(anthropic_provider.id, anthropic_model, db_session)
 
         test_user = create_test_user(db_session, email_prefix="anthropic_only")
         chat_session = create_chat_session(

backend/tests/external_dependency_unit/celery/test_persona_file_sync.py

@@ -0,0 +1,544 @@
+"""
+External dependency unit tests for persona file sync.
+
+Validates that:
+
+1. The check_for_user_file_project_sync beat task picks up UserFiles with
+   needs_persona_sync=True (not just needs_project_sync).
+
+2. The process_single_user_file_project_sync worker task reads persona
+   associations from the DB, passes persona_ids to the document index via
+   VespaDocumentUserFields, and clears needs_persona_sync afterwards.
+
+3. upsert_persona correctly marks affected UserFiles with
+   needs_persona_sync=True when file associations change.
+
+Uses real Redis and PostgreSQL.  Document index (Vespa) calls are mocked
+since we only need to verify the arguments passed to update_single.
+"""
+
+from collections.abc import Generator
+from contextlib import contextmanager
+from typing import Any
+from unittest.mock import MagicMock
+from unittest.mock import patch
+from unittest.mock import PropertyMock
+from uuid import uuid4
+
+from sqlalchemy.orm import Session
+
+from onyx.background.celery.tasks.user_file_processing.tasks import (
+    check_for_user_file_project_sync,
+)
+from onyx.background.celery.tasks.user_file_processing.tasks import (
+    process_single_user_file_project_sync,
+)
+from onyx.background.celery.tasks.user_file_processing.tasks import (
+    user_file_project_sync_lock_key,
+)
+from onyx.context.search.enums import RecencyBiasSetting
+from onyx.db.enums import UserFileStatus
+from onyx.db.models import Persona
+from onyx.db.models import Persona__UserFile
+from onyx.db.models import User
+from onyx.db.models import UserFile
+from onyx.db.persona import upsert_persona
+from onyx.document_index.interfaces import VespaDocumentUserFields
+from onyx.redis.redis_pool import get_redis_client
+from tests.external_dependency_unit.conftest import create_test_user
+from tests.external_dependency_unit.constants import TEST_TENANT_ID
+
+# ---------------------------------------------------------------------------
+# Helpers
+# ---------------------------------------------------------------------------
+
+
+def _create_completed_user_file(
+    db_session: Session,
+    user: User,
+    needs_persona_sync: bool = False,
+    needs_project_sync: bool = False,
+) -> UserFile:
+    """Insert a UserFile in COMPLETED status."""
+    uf = UserFile(
+        id=uuid4(),
+        user_id=user.id,
+        file_id=f"test_file_{uuid4().hex[:8]}",
+        name=f"test_{uuid4().hex[:8]}.txt",
+        file_type="text/plain",
+        status=UserFileStatus.COMPLETED,
+        needs_persona_sync=needs_persona_sync,
+        needs_project_sync=needs_project_sync,
+        chunk_count=5,
+    )
+    db_session.add(uf)
+    db_session.commit()
+    db_session.refresh(uf)
+    return uf
+
+
+def _create_test_persona(
+    db_session: Session,
+    user: User,
+    user_files: list[UserFile] | None = None,
+) -> Persona:
+    """Create a minimal Persona via direct model insert."""
+    persona = Persona(
+        name=f"Test Persona {uuid4().hex[:8]}",
+        description="Test persona",
+        num_chunks=10.0,
+        chunks_above=0,
+        chunks_below=0,
+        llm_relevance_filter=False,
+        llm_filter_extraction=False,
+        recency_bias=RecencyBiasSetting.NO_DECAY,
+        system_prompt="You are a test assistant",
+        task_prompt="Answer the question",
+        tools=[],
+        document_sets=[],
+        users=[user],
+        groups=[],
+        is_visible=True,
+        is_public=True,
+        display_priority=None,
+        starter_messages=None,
+        deleted=False,
+        user_files=user_files or [],
+        user_id=user.id,
+    )
+    db_session.add(persona)
+    db_session.commit()
+    db_session.refresh(persona)
+    return persona
+
+
+def _link_file_to_persona(
+    db_session: Session, persona: Persona, user_file: UserFile
+) -> None:
+    """Create the join table row between a persona and a user file."""
+    link = Persona__UserFile(persona_id=persona.id, user_file_id=user_file.id)
+    db_session.add(link)
+    db_session.commit()
+
+
+_PATCH_QUEUE_DEPTH = (
+    "onyx.background.celery.tasks.user_file_processing.tasks"
+    ".get_user_file_project_sync_queue_depth"
+)
+
+
+@contextmanager
+def _patch_task_app(task: Any, mock_app: MagicMock) -> Generator[None, None, None]:
+    """Patch the ``app`` property on a bound Celery task."""
+    task_instance = task.run.__self__
+    with (
+        patch.object(
+            type(task_instance),
+            "app",
+            new_callable=PropertyMock,
+            return_value=mock_app,
+        ),
+        patch(_PATCH_QUEUE_DEPTH, return_value=0),
+    ):
+        yield
+
+
+# ---------------------------------------------------------------------------
+# Test: check_for_user_file_project_sync picks up persona sync
+# ---------------------------------------------------------------------------
+
+
+class TestCheckSweepIncludesPersonaSync:
+    """The beat task must pick up files needing persona sync, not just project sync."""
+
+    def test_persona_sync_flag_enqueues_task(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """A file with needs_persona_sync=True (and COMPLETED) gets enqueued."""
+        user = create_test_user(db_session, "persona_sweep")
+        uf = _create_completed_user_file(db_session, user, needs_persona_sync=True)
+
+        mock_app = MagicMock()
+
+        with _patch_task_app(check_for_user_file_project_sync, mock_app):
+            check_for_user_file_project_sync.run(tenant_id=TEST_TENANT_ID)
+
+        enqueued_ids = {
+            call.kwargs["kwargs"]["user_file_id"]
+            for call in mock_app.send_task.call_args_list
+        }
+        assert str(uf.id) in enqueued_ids
+
+    def test_neither_flag_does_not_enqueue(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """A file with both flags False is not enqueued."""
+        user = create_test_user(db_session, "no_sync")
+        uf = _create_completed_user_file(db_session, user)
+
+        mock_app = MagicMock()
+
+        with _patch_task_app(check_for_user_file_project_sync, mock_app):
+            check_for_user_file_project_sync.run(tenant_id=TEST_TENANT_ID)
+
+        enqueued_ids = {
+            call.kwargs["kwargs"]["user_file_id"]
+            for call in mock_app.send_task.call_args_list
+        }
+        assert str(uf.id) not in enqueued_ids
+
+    def test_both_flags_enqueues_once(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """A file with BOTH flags True is enqueued exactly once."""
+        user = create_test_user(db_session, "both_flags")
+        uf = _create_completed_user_file(
+            db_session, user, needs_persona_sync=True, needs_project_sync=True
+        )
+
+        mock_app = MagicMock()
+
+        with _patch_task_app(check_for_user_file_project_sync, mock_app):
+            check_for_user_file_project_sync.run(tenant_id=TEST_TENANT_ID)
+
+        matching_calls = [
+            call
+            for call in mock_app.send_task.call_args_list
+            if call.kwargs["kwargs"]["user_file_id"] == str(uf.id)
+        ]
+        assert len(matching_calls) == 1
+
+
+# ---------------------------------------------------------------------------
+# Test: process_single_user_file_project_sync passes persona_ids to index
+# ---------------------------------------------------------------------------
+
+_PATCH_GET_SETTINGS = (
+    "onyx.background.celery.tasks.user_file_processing.tasks.get_active_search_settings"
+)
+_PATCH_GET_INDICES = (
+    "onyx.background.celery.tasks.user_file_processing.tasks.get_all_document_indices"
+)
+_PATCH_HTTPX_INIT = (
+    "onyx.background.celery.tasks.user_file_processing.tasks.httpx_init_vespa_pool"
+)
+_PATCH_DISABLE_VDB = (
+    "onyx.background.celery.tasks.user_file_processing.tasks.DISABLE_VECTOR_DB"
+)
+
+
+class TestSyncTaskWritesPersonaIds:
+    """The sync task reads persona associations and sends them to the index."""
+
+    def test_passes_persona_ids_to_update_single(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """After linking a file to a persona, sync sends the persona ID."""
+        user = create_test_user(db_session, "sync_persona")
+        uf = _create_completed_user_file(db_session, user, needs_persona_sync=True)
+        persona = _create_test_persona(db_session, user)
+        _link_file_to_persona(db_session, persona, uf)
+
+        mock_doc_index = MagicMock()
+        mock_search_settings = MagicMock()
+        mock_search_settings.primary = MagicMock()
+        mock_search_settings.secondary = None
+
+        redis_client = get_redis_client(tenant_id=TEST_TENANT_ID)
+        lock_key = user_file_project_sync_lock_key(str(uf.id))
+        redis_client.delete(lock_key)
+
+        with (
+            patch(_PATCH_DISABLE_VDB, False),
+            patch(_PATCH_HTTPX_INIT),
+            patch(_PATCH_GET_SETTINGS, return_value=mock_search_settings),
+            patch(_PATCH_GET_INDICES, return_value=[mock_doc_index]),
+        ):
+            process_single_user_file_project_sync.run(
+                user_file_id=str(uf.id), tenant_id=TEST_TENANT_ID
+            )
+
+        mock_doc_index.update_single.assert_called_once()
+        call_args = mock_doc_index.update_single.call_args
+        user_fields: VespaDocumentUserFields = call_args.kwargs["user_fields"]
+        assert user_fields.personas is not None
+        assert persona.id in user_fields.personas
+        assert call_args.args[0] == str(uf.id)
+
+    def test_clears_persona_sync_flag(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """After a successful sync the needs_persona_sync flag is cleared."""
+        user = create_test_user(db_session, "sync_clear")
+        uf = _create_completed_user_file(db_session, user, needs_persona_sync=True)
+
+        redis_client = get_redis_client(tenant_id=TEST_TENANT_ID)
+        lock_key = user_file_project_sync_lock_key(str(uf.id))
+        redis_client.delete(lock_key)
+
+        with patch(_PATCH_DISABLE_VDB, True):
+            process_single_user_file_project_sync.run(
+                user_file_id=str(uf.id), tenant_id=TEST_TENANT_ID
+            )
+
+        db_session.refresh(uf)
+        assert uf.needs_persona_sync is False
+
+    def test_passes_both_project_and_persona_ids(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """A file linked to both a project and a persona gets both IDs."""
+        from onyx.db.models import Project__UserFile
+        from onyx.db.models import UserProject
+
+        user = create_test_user(db_session, "sync_both")
+        uf = _create_completed_user_file(
+            db_session, user, needs_persona_sync=True, needs_project_sync=True
+        )
+        persona = _create_test_persona(db_session, user)
+        _link_file_to_persona(db_session, persona, uf)
+
+        project = UserProject(user_id=user.id, name="test-project", instructions="")
+        db_session.add(project)
+        db_session.commit()
+        db_session.refresh(project)
+
+        link = Project__UserFile(project_id=project.id, user_file_id=uf.id)
+        db_session.add(link)
+        db_session.commit()
+
+        mock_doc_index = MagicMock()
+        mock_search_settings = MagicMock()
+        mock_search_settings.primary = MagicMock()
+        mock_search_settings.secondary = None
+
+        redis_client = get_redis_client(tenant_id=TEST_TENANT_ID)
+        lock_key = user_file_project_sync_lock_key(str(uf.id))
+        redis_client.delete(lock_key)
+
+        with (
+            patch(_PATCH_DISABLE_VDB, False),
+            patch(_PATCH_HTTPX_INIT),
+            patch(_PATCH_GET_SETTINGS, return_value=mock_search_settings),
+            patch(_PATCH_GET_INDICES, return_value=[mock_doc_index]),
+        ):
+            process_single_user_file_project_sync.run(
+                user_file_id=str(uf.id), tenant_id=TEST_TENANT_ID
+            )
+
+        call_kwargs = mock_doc_index.update_single.call_args.kwargs
+        user_fields: VespaDocumentUserFields = call_kwargs["user_fields"]
+        assert user_fields.personas is not None
+        assert user_fields.user_projects is not None
+        assert persona.id in user_fields.personas
+        assert project.id in user_fields.user_projects
+
+        # Both flags should be cleared
+        db_session.refresh(uf)
+        assert uf.needs_persona_sync is False
+        assert uf.needs_project_sync is False
+
+    def test_deleted_persona_excluded_from_ids(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """A soft-deleted persona should NOT appear in the persona_ids sent to Vespa."""
+        user = create_test_user(db_session, "sync_deleted")
+        uf = _create_completed_user_file(db_session, user, needs_persona_sync=True)
+        persona = _create_test_persona(db_session, user)
+        _link_file_to_persona(db_session, persona, uf)
+
+        persona.deleted = True
+        db_session.commit()
+
+        mock_doc_index = MagicMock()
+        mock_search_settings = MagicMock()
+        mock_search_settings.primary = MagicMock()
+        mock_search_settings.secondary = None
+
+        redis_client = get_redis_client(tenant_id=TEST_TENANT_ID)
+        lock_key = user_file_project_sync_lock_key(str(uf.id))
+        redis_client.delete(lock_key)
+
+        with (
+            patch(_PATCH_DISABLE_VDB, False),
+            patch(_PATCH_HTTPX_INIT),
+            patch(_PATCH_GET_SETTINGS, return_value=mock_search_settings),
+            patch(_PATCH_GET_INDICES, return_value=[mock_doc_index]),
+        ):
+            process_single_user_file_project_sync.run(
+                user_file_id=str(uf.id), tenant_id=TEST_TENANT_ID
+            )
+
+        call_kwargs = mock_doc_index.update_single.call_args.kwargs
+        user_fields: VespaDocumentUserFields = call_kwargs["user_fields"]
+        assert user_fields.personas is not None
+        assert persona.id not in user_fields.personas
+
+
+# ---------------------------------------------------------------------------
+# Test: upsert_persona marks files for persona sync
+# ---------------------------------------------------------------------------
+
+
+class TestUpsertPersonaMarksSyncFlag:
+    """upsert_persona must set needs_persona_sync on affected UserFiles."""
+
+    def test_creating_persona_with_files_marks_sync(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        user = create_test_user(db_session, "upsert_create")
+        uf = _create_completed_user_file(db_session, user)
+        assert uf.needs_persona_sync is False
+
+        upsert_persona(
+            user=user,
+            name=f"persona-{uuid4().hex[:8]}",
+            description="test",
+            num_chunks=10.0,
+            llm_relevance_filter=False,
+            llm_filter_extraction=False,
+            recency_bias=RecencyBiasSetting.NO_DECAY,
+            llm_model_provider_override=None,
+            llm_model_version_override=None,
+            starter_messages=None,
+            system_prompt="test",
+            task_prompt="test",
+            datetime_aware=None,
+            is_public=True,
+            db_session=db_session,
+            user_file_ids=[uf.id],
+        )
+
+        db_session.refresh(uf)
+        assert uf.needs_persona_sync is True
+
+    def test_updating_persona_files_marks_both_old_and_new(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """When file associations change, both the removed and added files are flagged."""
+        user = create_test_user(db_session, "upsert_update")
+        uf_old = _create_completed_user_file(db_session, user)
+        uf_new = _create_completed_user_file(db_session, user)
+
+        persona = upsert_persona(
+            user=user,
+            name=f"persona-{uuid4().hex[:8]}",
+            description="test",
+            num_chunks=10.0,
+            llm_relevance_filter=False,
+            llm_filter_extraction=False,
+            recency_bias=RecencyBiasSetting.NO_DECAY,
+            llm_model_provider_override=None,
+            llm_model_version_override=None,
+            starter_messages=None,
+            system_prompt="test",
+            task_prompt="test",
+            datetime_aware=None,
+            is_public=True,
+            db_session=db_session,
+            user_file_ids=[uf_old.id],
+        )
+
+        # Clear the flag from creation so we can observe the update
+        uf_old.needs_persona_sync = False
+        db_session.commit()
+
+        assert persona.num_chunks is not None
+        # Now update the persona to swap files
+        upsert_persona(
+            user=user,
+            name=persona.name,
+            description=persona.description,
+            num_chunks=persona.num_chunks,
+            llm_relevance_filter=persona.llm_relevance_filter,
+            llm_filter_extraction=persona.llm_filter_extraction,
+            recency_bias=persona.recency_bias,
+            llm_model_provider_override=None,
+            llm_model_version_override=None,
+            starter_messages=None,
+            system_prompt=persona.system_prompt,
+            task_prompt=persona.task_prompt,
+            datetime_aware=None,
+            is_public=persona.is_public,
+            db_session=db_session,
+            persona_id=persona.id,
+            user_file_ids=[uf_new.id],
+        )
+
+        db_session.refresh(uf_old)
+        db_session.refresh(uf_new)
+        assert uf_old.needs_persona_sync is True, "Removed file should be flagged"
+        assert uf_new.needs_persona_sync is True, "Added file should be flagged"
+
+    def test_removing_all_files_marks_old_files(
+        self,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """Removing all files from a persona flags the previously associated files."""
+        user = create_test_user(db_session, "upsert_remove")
+        uf = _create_completed_user_file(db_session, user)
+
+        persona = upsert_persona(
+            user=user,
+            name=f"persona-{uuid4().hex[:8]}",
+            description="test",
+            num_chunks=10.0,
+            llm_relevance_filter=False,
+            llm_filter_extraction=False,
+            recency_bias=RecencyBiasSetting.NO_DECAY,
+            llm_model_provider_override=None,
+            llm_model_version_override=None,
+            starter_messages=None,
+            system_prompt="test",
+            task_prompt="test",
+            datetime_aware=None,
+            is_public=True,
+            db_session=db_session,
+            user_file_ids=[uf.id],
+        )
+
+        uf.needs_persona_sync = False
+        db_session.commit()
+
+        assert persona.num_chunks is not None
+        upsert_persona(
+            user=user,
+            name=persona.name,
+            description=persona.description,
+            num_chunks=persona.num_chunks,
+            llm_relevance_filter=persona.llm_relevance_filter,
+            llm_filter_extraction=persona.llm_filter_extraction,
+            recency_bias=persona.recency_bias,
+            llm_model_provider_override=None,
+            llm_model_version_override=None,
+            starter_messages=None,
+            system_prompt=persona.system_prompt,
+            task_prompt=persona.task_prompt,
+            datetime_aware=None,
+            is_public=persona.is_public,
+            db_session=db_session,
+            persona_id=persona.id,
+            user_file_ids=[],
+        )
+
+        db_session.refresh(uf)
+        assert uf.needs_persona_sync is True

backend/tests/external_dependency_unit/celery/test_user_file_indexing_adapter.py

@@ -0,0 +1,318 @@
+"""
+External dependency unit tests for UserFileIndexingAdapter metadata writing.
+
+Validates that build_metadata_aware_chunks produces DocMetadataAwareIndexChunk
+objects with both `user_project` and `personas` fields populated correctly
+based on actual DB associations.
+
+Uses real PostgreSQL for UserFile/Persona/UserProject rows.
+Mocks the LLM tokenizer and file store since they are not relevant here.
+"""
+
+from unittest.mock import MagicMock
+from unittest.mock import patch
+from uuid import uuid4
+
+from sqlalchemy.orm import Session
+
+from onyx.configs.constants import DocumentSource
+from onyx.connectors.models import Document
+from onyx.connectors.models import TextSection
+from onyx.context.search.enums import RecencyBiasSetting
+from onyx.db.enums import UserFileStatus
+from onyx.db.models import Persona
+from onyx.db.models import Persona__UserFile
+from onyx.db.models import Project__UserFile
+from onyx.db.models import User
+from onyx.db.models import UserFile
+from onyx.db.models import UserProject
+from onyx.indexing.adapters.user_file_indexing_adapter import UserFileIndexingAdapter
+from onyx.indexing.indexing_pipeline import DocumentBatchPrepareContext
+from onyx.indexing.models import ChunkEmbedding
+from onyx.indexing.models import IndexChunk
+from tests.external_dependency_unit.conftest import create_test_user
+from tests.external_dependency_unit.constants import TEST_TENANT_ID
+
+# ---------------------------------------------------------------------------
+# Helpers
+# ---------------------------------------------------------------------------
+
+
+def _create_user_file(db_session: Session, user: User) -> UserFile:
+    uf = UserFile(
+        id=uuid4(),
+        user_id=user.id,
+        file_id=f"test_file_{uuid4().hex[:8]}",
+        name=f"test_{uuid4().hex[:8]}.txt",
+        file_type="text/plain",
+        status=UserFileStatus.COMPLETED,
+        chunk_count=1,
+    )
+    db_session.add(uf)
+    db_session.commit()
+    db_session.refresh(uf)
+    return uf
+
+
+def _create_persona(db_session: Session, user: User) -> Persona:
+    persona = Persona(
+        name=f"Test Persona {uuid4().hex[:8]}",
+        description="Test persona",
+        num_chunks=10.0,
+        chunks_above=0,
+        chunks_below=0,
+        llm_relevance_filter=False,
+        llm_filter_extraction=False,
+        recency_bias=RecencyBiasSetting.NO_DECAY,
+        system_prompt="test",
+        task_prompt="test",
+        tools=[],
+        document_sets=[],
+        users=[user],
+        groups=[],
+        is_visible=True,
+        is_public=True,
+        display_priority=None,
+        starter_messages=None,
+        deleted=False,
+        user_id=user.id,
+    )
+    db_session.add(persona)
+    db_session.commit()
+    db_session.refresh(persona)
+    return persona
+
+
+def _create_project(db_session: Session, user: User) -> UserProject:
+    project = UserProject(
+        user_id=user.id,
+        name=f"project-{uuid4().hex[:8]}",
+        instructions="",
+    )
+    db_session.add(project)
+    db_session.commit()
+    db_session.refresh(project)
+    return project
+
+
+def _make_index_chunk(user_file: UserFile) -> IndexChunk:
+    """Build a minimal IndexChunk whose source document ID matches the UserFile."""
+    doc = Document(
+        id=str(user_file.id),
+        source=DocumentSource.USER_FILE,
+        semantic_identifier=user_file.name,
+        sections=[TextSection(text="test chunk content", link=None)],
+        metadata={},
+    )
+    return IndexChunk(
+        source_document=doc,
+        chunk_id=0,
+        blurb="test chunk",
+        content="test chunk content",
+        source_links={0: ""},
+        image_file_id=None,
+        section_continuation=False,
+        title_prefix="",
+        metadata_suffix_semantic="",
+        metadata_suffix_keyword="",
+        contextual_rag_reserved_tokens=0,
+        doc_summary="",
+        chunk_context="",
+        mini_chunk_texts=None,
+        large_chunk_id=None,
+        embeddings=ChunkEmbedding(
+            full_embedding=[0.0] * 768,
+            mini_chunk_embeddings=[],
+        ),
+        title_embedding=None,
+    )
+
+
+# ---------------------------------------------------------------------------
+# Tests
+# ---------------------------------------------------------------------------
+
+
+class TestAdapterWritesBothMetadataFields:
+    """build_metadata_aware_chunks must populate user_project AND personas."""
+
+    @patch(
+        "onyx.indexing.adapters.user_file_indexing_adapter.get_default_llm",
+        side_effect=Exception("no LLM in test"),
+    )
+    def test_file_linked_to_persona_gets_persona_id(
+        self,
+        _mock_llm: MagicMock,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        user = create_test_user(db_session, "adapter_persona")
+        uf = _create_user_file(db_session, user)
+        persona = _create_persona(db_session, user)
+
+        db_session.add(Persona__UserFile(persona_id=persona.id, user_file_id=uf.id))
+        db_session.commit()
+
+        adapter = UserFileIndexingAdapter(
+            tenant_id=TEST_TENANT_ID, db_session=db_session
+        )
+        chunk = _make_index_chunk(uf)
+        doc = chunk.source_document
+        context = DocumentBatchPrepareContext(updatable_docs=[doc], id_to_boost_map={})
+
+        result = adapter.build_metadata_aware_chunks(
+            chunks_with_embeddings=[chunk],
+            chunk_content_scores=[1.0],
+            tenant_id=TEST_TENANT_ID,
+            context=context,
+        )
+
+        assert len(result.chunks) == 1
+        aware_chunk = result.chunks[0]
+        assert persona.id in aware_chunk.personas
+        assert aware_chunk.user_project == []
+
+    @patch(
+        "onyx.indexing.adapters.user_file_indexing_adapter.get_default_llm",
+        side_effect=Exception("no LLM in test"),
+    )
+    def test_file_linked_to_project_gets_project_id(
+        self,
+        _mock_llm: MagicMock,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        user = create_test_user(db_session, "adapter_project")
+        uf = _create_user_file(db_session, user)
+        project = _create_project(db_session, user)
+
+        db_session.add(Project__UserFile(project_id=project.id, user_file_id=uf.id))
+        db_session.commit()
+
+        adapter = UserFileIndexingAdapter(
+            tenant_id=TEST_TENANT_ID, db_session=db_session
+        )
+        chunk = _make_index_chunk(uf)
+        context = DocumentBatchPrepareContext(
+            updatable_docs=[chunk.source_document], id_to_boost_map={}
+        )
+
+        result = adapter.build_metadata_aware_chunks(
+            chunks_with_embeddings=[chunk],
+            chunk_content_scores=[1.0],
+            tenant_id=TEST_TENANT_ID,
+            context=context,
+        )
+
+        assert len(result.chunks) == 1
+        aware_chunk = result.chunks[0]
+        assert project.id in aware_chunk.user_project
+        assert aware_chunk.personas == []
+
+    @patch(
+        "onyx.indexing.adapters.user_file_indexing_adapter.get_default_llm",
+        side_effect=Exception("no LLM in test"),
+    )
+    def test_file_linked_to_both_gets_both_ids(
+        self,
+        _mock_llm: MagicMock,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        user = create_test_user(db_session, "adapter_both")
+        uf = _create_user_file(db_session, user)
+        persona = _create_persona(db_session, user)
+        project = _create_project(db_session, user)
+
+        db_session.add(Persona__UserFile(persona_id=persona.id, user_file_id=uf.id))
+        db_session.add(Project__UserFile(project_id=project.id, user_file_id=uf.id))
+        db_session.commit()
+
+        adapter = UserFileIndexingAdapter(
+            tenant_id=TEST_TENANT_ID, db_session=db_session
+        )
+        chunk = _make_index_chunk(uf)
+        context = DocumentBatchPrepareContext(
+            updatable_docs=[chunk.source_document], id_to_boost_map={}
+        )
+
+        result = adapter.build_metadata_aware_chunks(
+            chunks_with_embeddings=[chunk],
+            chunk_content_scores=[1.0],
+            tenant_id=TEST_TENANT_ID,
+            context=context,
+        )
+
+        aware_chunk = result.chunks[0]
+        assert persona.id in aware_chunk.personas
+        assert project.id in aware_chunk.user_project
+
+    @patch(
+        "onyx.indexing.adapters.user_file_indexing_adapter.get_default_llm",
+        side_effect=Exception("no LLM in test"),
+    )
+    def test_file_with_no_associations_gets_empty_lists(
+        self,
+        _mock_llm: MagicMock,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        user = create_test_user(db_session, "adapter_empty")
+        uf = _create_user_file(db_session, user)
+
+        adapter = UserFileIndexingAdapter(
+            tenant_id=TEST_TENANT_ID, db_session=db_session
+        )
+        chunk = _make_index_chunk(uf)
+        context = DocumentBatchPrepareContext(
+            updatable_docs=[chunk.source_document], id_to_boost_map={}
+        )
+
+        result = adapter.build_metadata_aware_chunks(
+            chunks_with_embeddings=[chunk],
+            chunk_content_scores=[1.0],
+            tenant_id=TEST_TENANT_ID,
+            context=context,
+        )
+
+        aware_chunk = result.chunks[0]
+        assert aware_chunk.personas == []
+        assert aware_chunk.user_project == []
+
+    @patch(
+        "onyx.indexing.adapters.user_file_indexing_adapter.get_default_llm",
+        side_effect=Exception("no LLM in test"),
+    )
+    def test_multiple_personas_all_appear(
+        self,
+        _mock_llm: MagicMock,
+        db_session: Session,
+        tenant_context: None,  # noqa: ARG002
+    ) -> None:
+        """A file linked to multiple personas should have all their IDs."""
+        user = create_test_user(db_session, "adapter_multi")
+        uf = _create_user_file(db_session, user)
+        persona_a = _create_persona(db_session, user)
+        persona_b = _create_persona(db_session, user)
+
+        db_session.add(Persona__UserFile(persona_id=persona_a.id, user_file_id=uf.id))
+        db_session.add(Persona__UserFile(persona_id=persona_b.id, user_file_id=uf.id))
+        db_session.commit()
+
+        adapter = UserFileIndexingAdapter(
+            tenant_id=TEST_TENANT_ID, db_session=db_session
+        )
+        chunk = _make_index_chunk(uf)
+        context = DocumentBatchPrepareContext(
+            updatable_docs=[chunk.source_document], id_to_boost_map={}
+        )
+
+        result = adapter.build_metadata_aware_chunks(
+            chunks_with_embeddings=[chunk],
+            chunk_content_scores=[1.0],
+            tenant_id=TEST_TENANT_ID,
+            context=context,
+        )
+
+        aware_chunk = result.chunks[0]
+        assert set(aware_chunk.personas) == {persona_a.id, persona_b.id}

backend/tests/external_dependency_unit/llm/test_llm_provider.py

@@ -29,6 +29,7 @@ from onyx.server.manage.llm.api import (
     test_llm_configuration as run_test_llm_configuration,
 )
 from onyx.server.manage.llm.models import LLMProviderUpsertRequest
+from onyx.server.manage.llm.models import LLMProviderView
 from onyx.server.manage.llm.models import ModelConfigurationUpsertRequest
 from onyx.server.manage.llm.models import TestLLMRequest as LLMTestRequest
 
@@ -44,15 +45,14 @@ def _create_test_provider(
     db_session: Session,
     name: str,
     api_key: str = "sk-test-key-00000000000000000000000000000000000",
-) -> None:
+) -> LLMProviderView:
     """Helper to create a test LLM provider in the database."""
-    upsert_llm_provider(
+    return upsert_llm_provider(
         LLMProviderUpsertRequest(
             name=name,
             provider=LlmProviderNames.OPENAI,
             api_key=api_key,
             api_key_changed=True,
-            default_model_name="gpt-4o-mini",
             model_configurations=[
                 ModelConfigurationUpsertRequest(name="gpt-4o-mini", is_visible=True)
             ],
@@ -102,17 +102,11 @@ class TestLLMConfigurationEndpoint:
                 # This should complete without exception
                 run_test_llm_configuration(
                     test_llm_request=LLMTestRequest(
-                        name=None,  # New provider (not in DB)
                         provider=LlmProviderNames.OPENAI,
                         api_key="sk-new-test-key-0000000000000000000000000000",
                         api_key_changed=True,
                         custom_config_changed=False,
-                        default_model_name="gpt-4o-mini",
-                        model_configurations=[
-                            ModelConfigurationUpsertRequest(
-                                name="gpt-4o-mini", is_visible=True
-                            )
-                        ],
+                        model="gpt-4o-mini",
                     ),
                     _=_create_mock_admin(),
                     db_session=db_session,
@@ -152,17 +146,11 @@ class TestLLMConfigurationEndpoint:
                 with pytest.raises(HTTPException) as exc_info:
                     run_test_llm_configuration(
                         test_llm_request=LLMTestRequest(
-                            name=None,
                             provider=LlmProviderNames.OPENAI,
                             api_key="sk-invalid-key-00000000000000000000000000",
                             api_key_changed=True,
                             custom_config_changed=False,
-                            default_model_name="gpt-4o-mini",
-                            model_configurations=[
-                                ModelConfigurationUpsertRequest(
-                                    name="gpt-4o-mini", is_visible=True
-                                )
-                            ],
+                            model="gpt-4o-mini",
                         ),
                         _=_create_mock_admin(),
                         db_session=db_session,
@@ -194,7 +182,9 @@ class TestLLMConfigurationEndpoint:
 
         try:
             # First, create the provider in the database
-            _create_test_provider(db_session, provider_name, api_key=original_api_key)
+            provider = _create_test_provider(
+                db_session, provider_name, api_key=original_api_key
+            )
 
             with patch(
                 "onyx.server.manage.llm.api.test_llm", side_effect=mock_test_llm_capture
@@ -202,17 +192,12 @@ class TestLLMConfigurationEndpoint:
                 # Test with api_key_changed=False - should use stored key
                 run_test_llm_configuration(
                     test_llm_request=LLMTestRequest(
-                        name=provider_name,  # Existing provider
+                        id=provider.id,
                         provider=LlmProviderNames.OPENAI,
                         api_key=None,  # Not providing a new key
                         api_key_changed=False,  # Using existing key
                         custom_config_changed=False,
-                        default_model_name="gpt-4o-mini",
-                        model_configurations=[
-                            ModelConfigurationUpsertRequest(
-                                name="gpt-4o-mini", is_visible=True
-                            )
-                        ],
+                        model="gpt-4o-mini",
                     ),
                     _=_create_mock_admin(),
                     db_session=db_session,
@@ -246,7 +231,9 @@ class TestLLMConfigurationEndpoint:
 
         try:
             # First, create the provider in the database
-            _create_test_provider(db_session, provider_name, api_key=original_api_key)
+            provider = _create_test_provider(
+                db_session, provider_name, api_key=original_api_key
+            )
 
             with patch(
                 "onyx.server.manage.llm.api.test_llm", side_effect=mock_test_llm_capture
@@ -254,17 +241,12 @@ class TestLLMConfigurationEndpoint:
                 # Test with api_key_changed=True - should use new key
                 run_test_llm_configuration(
                     test_llm_request=LLMTestRequest(
-                        name=provider_name,  # Existing provider
+                        id=provider.id,
                         provider=LlmProviderNames.OPENAI,
                         api_key=new_api_key,  # Providing a new key
                         api_key_changed=True,  # Key is being changed
                         custom_config_changed=False,
-                        default_model_name="gpt-4o-mini",
-                        model_configurations=[
-                            ModelConfigurationUpsertRequest(
-                                name="gpt-4o-mini", is_visible=True
-                            )
-                        ],
+                        model="gpt-4o-mini",
                     ),
                     _=_create_mock_admin(),
                     db_session=db_session,
@@ -297,7 +279,7 @@ class TestLLMConfigurationEndpoint:
 
         try:
             # First, create the provider in the database with custom_config
-            upsert_llm_provider(
+            provider = upsert_llm_provider(
                 LLMProviderUpsertRequest(
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
@@ -305,7 +287,6 @@ class TestLLMConfigurationEndpoint:
                     api_key_changed=True,
                     custom_config=original_custom_config,
                     custom_config_changed=True,
-                    default_model_name="gpt-4o-mini",
                     model_configurations=[
                         ModelConfigurationUpsertRequest(
                             name="gpt-4o-mini", is_visible=True
@@ -321,18 +302,13 @@ class TestLLMConfigurationEndpoint:
                 # Test with custom_config_changed=False - should use stored config
                 run_test_llm_configuration(
                     test_llm_request=LLMTestRequest(
-                        name=provider_name,
+                        id=provider.id,
                         provider=LlmProviderNames.OPENAI,
                         api_key=None,
                         api_key_changed=False,
                         custom_config=None,  # Not providing new config
                         custom_config_changed=False,  # Using existing config
-                        default_model_name="gpt-4o-mini",
-                        model_configurations=[
-                            ModelConfigurationUpsertRequest(
-                                name="gpt-4o-mini", is_visible=True
-                            )
-                        ],
+                        model="gpt-4o-mini",
                     ),
                     _=_create_mock_admin(),
                     db_session=db_session,
@@ -368,17 +344,11 @@ class TestLLMConfigurationEndpoint:
                 for model_name in test_models:
                     run_test_llm_configuration(
                         test_llm_request=LLMTestRequest(
-                            name=None,
                             provider=LlmProviderNames.OPENAI,
                             api_key="sk-test-key-00000000000000000000000000000000000",
                             api_key_changed=True,
                             custom_config_changed=False,
-                            default_model_name=model_name,
-                            model_configurations=[
-                                ModelConfigurationUpsertRequest(
-                                    name=model_name, is_visible=True
-                                )
-                            ],
+                            model=model_name,
                         ),
                         _=_create_mock_admin(),
                         db_session=db_session,
@@ -442,7 +412,6 @@ class TestDefaultProviderEndpoint:
                     provider=LlmProviderNames.OPENAI,
                     api_key=provider_1_api_key,
                     api_key_changed=True,
-                    default_model_name=provider_1_initial_model,
                     model_configurations=[
                         ModelConfigurationUpsertRequest(name="gpt-4", is_visible=True),
                         ModelConfigurationUpsertRequest(name="gpt-4o", is_visible=True),
@@ -452,7 +421,7 @@ class TestDefaultProviderEndpoint:
             )
 
             # Set provider 1 as the default provider explicitly
-            update_default_provider(provider_1.id, db_session)
+            update_default_provider(provider_1.id, provider_1_initial_model, db_session)
 
             # Step 2: Call run_test_default_provider - should use provider 1's default model
             with patch(
@@ -472,7 +441,6 @@ class TestDefaultProviderEndpoint:
                     provider=LlmProviderNames.OPENAI,
                     api_key=provider_2_api_key,
                     api_key_changed=True,
-                    default_model_name=provider_2_default_model,
                     model_configurations=[
                         ModelConfigurationUpsertRequest(
                             name="gpt-4o-mini", is_visible=True
@@ -499,11 +467,11 @@ class TestDefaultProviderEndpoint:
             # Step 5: Update provider 1's default model
             upsert_llm_provider(
                 LLMProviderUpsertRequest(
+                    id=provider_1.id,
                     name=provider_1_name,
                     provider=LlmProviderNames.OPENAI,
                     api_key=provider_1_api_key,
                     api_key_changed=True,
-                    default_model_name=provider_1_updated_model,  # Changed
                     model_configurations=[
                         ModelConfigurationUpsertRequest(name="gpt-4", is_visible=True),
                         ModelConfigurationUpsertRequest(name="gpt-4o", is_visible=True),
@@ -512,6 +480,9 @@ class TestDefaultProviderEndpoint:
                 db_session=db_session,
             )
 
+            # Set provider 1's default model to the updated model
+            update_default_provider(provider_1.id, provider_1_updated_model, db_session)
+
             # Step 6: Call run_test_default_provider - should use new model on provider 1
             with patch(
                 "onyx.server.manage.llm.api.test_llm", side_effect=mock_test_llm_capture
@@ -524,7 +495,7 @@ class TestDefaultProviderEndpoint:
             captured_llms.clear()
 
             # Step 7: Change the default provider to provider 2
-            update_default_provider(provider_2.id, db_session)
+            update_default_provider(provider_2.id, provider_2_default_model, db_session)
 
             # Step 8: Call run_test_default_provider - should use provider 2
             with patch(
@@ -596,7 +567,6 @@ class TestDefaultProviderEndpoint:
                     provider=LlmProviderNames.OPENAI,
                     api_key="sk-test-key-00000000000000000000000000000000000",
                     api_key_changed=True,
-                    default_model_name="gpt-4o-mini",
                     model_configurations=[
                         ModelConfigurationUpsertRequest(
                             name="gpt-4o-mini", is_visible=True
@@ -605,7 +575,7 @@ class TestDefaultProviderEndpoint:
                 ),
                 db_session=db_session,
             )
-            update_default_provider(provider.id, db_session)
+            update_default_provider(provider.id, "gpt-4o-mini", db_session)
 
             # Test should fail
             with patch(

backend/tests/external_dependency_unit/llm/test_llm_provider_api_base.py

@@ -49,7 +49,6 @@ def _create_test_provider(
             api_key_changed=True,
             api_base=api_base,
             custom_config=custom_config,
-            default_model_name="gpt-4o-mini",
             model_configurations=[
                 ModelConfigurationUpsertRequest(name="gpt-4o-mini", is_visible=True)
             ],
@@ -91,14 +90,14 @@ class TestLLMProviderChanges:
         the API key should be blocked.
         """
         try:
-            _create_test_provider(db_session, provider_name)
+            provider = _create_test_provider(db_session, provider_name)
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     api_base="https://attacker.example.com",
-                    default_model_name="gpt-4o-mini",
                 )
 
                 with pytest.raises(HTTPException) as exc_info:
@@ -125,16 +124,16 @@ class TestLLMProviderChanges:
         Changing api_base IS allowed when the API key is also being changed.
         """
         try:
-            _create_test_provider(db_session, provider_name)
+            provider = _create_test_provider(db_session, provider_name)
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     api_key="sk-new-key-00000000000000000000000000000000000",
                     api_key_changed=True,
                     api_base="https://custom-endpoint.example.com/v1",
-                    default_model_name="gpt-4o-mini",
                 )
 
                 result = put_llm_provider(
@@ -159,14 +158,16 @@ class TestLLMProviderChanges:
         original_api_base = "https://original.example.com/v1"
 
         try:
-            _create_test_provider(db_session, provider_name, api_base=original_api_base)
+            provider = _create_test_provider(
+                db_session, provider_name, api_base=original_api_base
+            )
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     api_base=original_api_base,
-                    default_model_name="gpt-4o-mini",
                 )
 
                 result = put_llm_provider(
@@ -190,14 +191,14 @@ class TestLLMProviderChanges:
         changes. This allows model-only updates when provider has no custom base URL.
         """
         try:
-            _create_test_provider(db_session, provider_name, api_base=None)
+            view = _create_test_provider(db_session, provider_name, api_base=None)
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=view.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     api_base="",
-                    default_model_name="gpt-4o-mini",
                 )
 
                 result = put_llm_provider(
@@ -223,14 +224,16 @@ class TestLLMProviderChanges:
         original_api_base = "https://original.example.com/v1"
 
         try:
-            _create_test_provider(db_session, provider_name, api_base=original_api_base)
+            provider = _create_test_provider(
+                db_session, provider_name, api_base=original_api_base
+            )
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     api_base=None,
-                    default_model_name="gpt-4o-mini",
                 )
 
                 with pytest.raises(HTTPException) as exc_info:
@@ -259,14 +262,14 @@ class TestLLMProviderChanges:
         users have full control over their deployment.
         """
         try:
-            _create_test_provider(db_session, provider_name)
+            provider = _create_test_provider(db_session, provider_name)
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", False):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     api_base="https://custom.example.com/v1",
-                    default_model_name="gpt-4o-mini",
                 )
 
                 result = put_llm_provider(
@@ -297,7 +300,6 @@ class TestLLMProviderChanges:
                     api_key="sk-new-key-00000000000000000000000000000000000",
                     api_key_changed=True,
                     api_base="https://custom.example.com/v1",
-                    default_model_name="gpt-4o-mini",
                 )
 
                 result = put_llm_provider(
@@ -322,7 +324,7 @@ class TestLLMProviderChanges:
         redirect LLM API requests).
         """
         try:
-            _create_test_provider(
+            provider = _create_test_provider(
                 db_session,
                 provider_name,
                 custom_config={"SOME_CONFIG": "original_value"},
@@ -330,11 +332,11 @@ class TestLLMProviderChanges:
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     custom_config={"OPENAI_API_BASE": "https://attacker.example.com"},
                     custom_config_changed=True,
-                    default_model_name="gpt-4o-mini",
                 )
 
                 with pytest.raises(HTTPException) as exc_info:
@@ -362,15 +364,15 @@ class TestLLMProviderChanges:
         without changing the API key.
         """
         try:
-            _create_test_provider(db_session, provider_name)
+            provider = _create_test_provider(db_session, provider_name)
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     custom_config={"OPENAI_API_BASE": "https://attacker.example.com"},
                     custom_config_changed=True,
-                    default_model_name="gpt-4o-mini",
                 )
 
                 with pytest.raises(HTTPException) as exc_info:
@@ -399,7 +401,7 @@ class TestLLMProviderChanges:
         new_config = {"AWS_REGION_NAME": "us-west-2"}
 
         try:
-            _create_test_provider(
+            provider = _create_test_provider(
                 db_session,
                 provider_name,
                 custom_config={"AWS_REGION_NAME": "us-east-1"},
@@ -407,13 +409,13 @@ class TestLLMProviderChanges:
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     api_key="sk-new-key-00000000000000000000000000000000000",
                     api_key_changed=True,
                     custom_config_changed=True,
                     custom_config=new_config,
-                    default_model_name="gpt-4o-mini",
                 )
 
                 result = put_llm_provider(
@@ -438,17 +440,17 @@ class TestLLMProviderChanges:
         original_config = {"AWS_REGION_NAME": "us-east-1"}
 
         try:
-            _create_test_provider(
+            provider = _create_test_provider(
                 db_session, provider_name, custom_config=original_config
             )
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", True):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     custom_config=original_config,
                     custom_config_changed=True,
-                    default_model_name="gpt-4o-mini",
                 )
 
                 result = put_llm_provider(
@@ -474,7 +476,7 @@ class TestLLMProviderChanges:
         new_config = {"AWS_REGION_NAME": "eu-west-1"}
 
         try:
-            _create_test_provider(
+            provider = _create_test_provider(
                 db_session,
                 provider_name,
                 custom_config={"AWS_REGION_NAME": "us-east-1"},
@@ -482,10 +484,10 @@ class TestLLMProviderChanges:
 
             with patch("onyx.server.manage.llm.api.MULTI_TENANT", False):
                 update_request = LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=provider_name,
                     provider=LlmProviderNames.OPENAI,
                     custom_config=new_config,
-                    default_model_name="gpt-4o-mini",
                     custom_config_changed=True,
                 )
 
@@ -530,14 +532,8 @@ def test_upload_with_custom_config_then_change(
         with patch("onyx.server.manage.llm.api.test_llm", side_effect=capture_test_llm):
             run_llm_config_test(
                 LLMTestRequest(
-                    name=name,
                     provider=provider_name,
-                    default_model_name=default_model_name,
-                    model_configurations=[
-                        ModelConfigurationUpsertRequest(
-                            name=default_model_name, is_visible=True
-                        )
-                    ],
+                    model=default_model_name,
                     api_key_changed=False,
                     custom_config_changed=True,
                     custom_config=custom_config,
@@ -546,11 +542,10 @@ def test_upload_with_custom_config_then_change(
                 db_session=db_session,
             )
 
-            put_llm_provider(
+            provider = put_llm_provider(
                 llm_provider_upsert_request=LLMProviderUpsertRequest(
                     name=name,
                     provider=provider_name,
-                    default_model_name=default_model_name,
                     custom_config=custom_config,
                     model_configurations=[
                         ModelConfigurationUpsertRequest(
@@ -569,14 +564,9 @@ def test_upload_with_custom_config_then_change(
             # Turn auto mode off
             run_llm_config_test(
                 LLMTestRequest(
-                    name=name,
+                    id=provider.id,
                     provider=provider_name,
-                    default_model_name=default_model_name,
-                    model_configurations=[
-                        ModelConfigurationUpsertRequest(
-                            name=default_model_name, is_visible=True
-                        )
-                    ],
+                    model=default_model_name,
                     api_key_changed=False,
                     custom_config_changed=False,
                 ),
@@ -586,9 +576,9 @@ def test_upload_with_custom_config_then_change(
 
             put_llm_provider(
                 llm_provider_upsert_request=LLMProviderUpsertRequest(
+                    id=provider.id,
                     name=name,
                     provider=provider_name,
-                    default_model_name=default_model_name,
                     model_configurations=[
                         ModelConfigurationUpsertRequest(
                             name=default_model_name, is_visible=True
@@ -616,13 +606,13 @@ def test_upload_with_custom_config_then_change(
                 )
 
             # Check inside the database and check that custom_config is the same as the original
-            provider = fetch_existing_llm_provider(name=name, db_session=db_session)
-            if not provider:
+            db_provider = fetch_existing_llm_provider(name=name, db_session=db_session)
+            if not db_provider:
                 assert False, "Provider not found in the database"
 
-            assert provider.custom_config == custom_config, (
+            assert db_provider.custom_config == custom_config, (
                 f"Expected custom_config {custom_config}, "
-                f"but got {provider.custom_config}"
+                f"but got {db_provider.custom_config}"
             )
     finally:
         db_session.rollback()
@@ -642,11 +632,10 @@ def test_preserves_masked_sensitive_custom_config_on_provider_update(
     }
 
     try:
-        put_llm_provider(
+        view = put_llm_provider(
             llm_provider_upsert_request=LLMProviderUpsertRequest(
                 name=name,
                 provider=provider,
-                default_model_name=default_model_name,
                 custom_config=original_custom_config,
                 model_configurations=[
                     ModelConfigurationUpsertRequest(
@@ -665,9 +654,9 @@ def test_preserves_masked_sensitive_custom_config_on_provider_update(
         with patch("onyx.server.manage.llm.api.MULTI_TENANT", False):
             put_llm_provider(
                 llm_provider_upsert_request=LLMProviderUpsertRequest(
+                    id=view.id,
                     name=name,
                     provider=provider,
-                    default_model_name=default_model_name,
                     custom_config={
                         "vertex_credentials": _mask_string(
                             original_custom_config["vertex_credentials"]
@@ -706,7 +695,7 @@ def test_preserves_masked_sensitive_custom_config_on_test_request(
 ) -> None:
     """LLM test should restore masked sensitive custom config values before invocation."""
     name = f"test-provider-vertex-test-{uuid4().hex[:8]}"
-    provider = LlmProviderNames.VERTEX_AI.value
+    provider_name = LlmProviderNames.VERTEX_AI.value
     default_model_name = "gemini-2.5-pro"
     original_custom_config = {
         "vertex_credentials": '{"type":"service_account","private_key":"REAL_PRIVATE_KEY"}',
@@ -719,11 +708,10 @@ def test_preserves_masked_sensitive_custom_config_on_test_request(
         return ""
 
     try:
-        put_llm_provider(
+        provider = put_llm_provider(
             llm_provider_upsert_request=LLMProviderUpsertRequest(
                 name=name,
-                provider=provider,
-                default_model_name=default_model_name,
+                provider=provider_name,
                 custom_config=original_custom_config,
                 model_configurations=[
                     ModelConfigurationUpsertRequest(
@@ -742,14 +730,9 @@ def test_preserves_masked_sensitive_custom_config_on_test_request(
         with patch("onyx.server.manage.llm.api.test_llm", side_effect=capture_test_llm):
             run_llm_config_test(
                 LLMTestRequest(
-                    name=name,
-                    provider=provider,
-                    default_model_name=default_model_name,
-                    model_configurations=[
-                        ModelConfigurationUpsertRequest(
-                            name=default_model_name, is_visible=True
-                        )
-                    ],
+                    id=provider.id,
+                    provider=provider_name,
+                    model=default_model_name,
                     api_key_changed=False,
                     custom_config_changed=True,
                     custom_config={

backend/tests/external_dependency_unit/llm/test_llm_provider_auto_mode.py

@@ -15,9 +15,11 @@ import pytest
 from sqlalchemy.orm import Session
 
 from onyx.db.enums import LLMModelFlowType
+from onyx.db.llm import fetch_auto_mode_providers
 from onyx.db.llm import fetch_default_llm_model
 from onyx.db.llm import fetch_existing_llm_provider
 from onyx.db.llm import fetch_existing_llm_providers
+from onyx.db.llm import fetch_llm_provider_view
 from onyx.db.llm import remove_llm_provider
 from onyx.db.llm import sync_auto_mode_models
 from onyx.db.llm import update_default_provider
@@ -135,7 +137,6 @@ class TestAutoModeSyncFeature:
                         api_key="sk-test-key-00000000000000000000000000000000000",
                         api_key_changed=True,
                         is_auto_mode=True,
-                        default_model_name=expected_default_model,
                         model_configurations=[],  # No model configs provided
                     ),
                     is_creation=True,
@@ -163,13 +164,8 @@ class TestAutoModeSyncFeature:
                 if mc.name in all_expected_models:
                     assert mc.is_visible is True, f"Model '{mc.name}' should be visible"
 
-            # Verify the default model was set correctly
-            assert (
-                provider.default_model_name == expected_default_model
-            ), f"Default model should be '{expected_default_model}'"
-
             # Step 4: Set the provider as default
-            update_default_provider(provider.id, db_session)
+            update_default_provider(provider.id, expected_default_model, db_session)
 
             # Step 5: Fetch the default provider and verify
             default_model = fetch_default_llm_model(db_session)
@@ -238,7 +234,6 @@ class TestAutoModeSyncFeature:
                         api_key="sk-test-key-00000000000000000000000000000000000",
                         api_key_changed=True,
                         is_auto_mode=True,
-                        default_model_name="gpt-4o",
                         model_configurations=[],
                     ),
                     is_creation=True,
@@ -317,7 +312,6 @@ class TestAutoModeSyncFeature:
                     api_key="sk-test-key-00000000000000000000000000000000000",
                     api_key_changed=True,
                     is_auto_mode=False,  # Not in auto mode initially
-                    default_model_name="gpt-4",
                     model_configurations=initial_models,
                 ),
                 is_creation=True,
@@ -326,13 +320,13 @@ class TestAutoModeSyncFeature:
             )
 
             # Verify initial state: all models are visible
-            provider = fetch_existing_llm_provider(
+            initial_provider = fetch_existing_llm_provider(
                 name=provider_name, db_session=db_session
             )
-            assert provider is not None
-            assert provider.is_auto_mode is False
+            assert initial_provider is not None
+            assert initial_provider.is_auto_mode is False
 
-            for mc in provider.model_configurations:
+            for mc in initial_provider.model_configurations:
                 assert (
                     mc.is_visible is True
                 ), f"Initial model '{mc.name}' should be visible"
@@ -344,12 +338,12 @@ class TestAutoModeSyncFeature:
             ):
                 put_llm_provider(
                     llm_provider_upsert_request=LLMProviderUpsertRequest(
+                        id=initial_provider.id,
                         name=provider_name,
                         provider=LlmProviderNames.OPENAI,
                         api_key=None,  # Not changing API key
                         api_key_changed=False,
                         is_auto_mode=True,  # Now enabling auto mode
-                        default_model_name=auto_mode_default,
                         model_configurations=[],  # Auto mode will sync from config
                     ),
                     is_creation=False,  # This is an update
@@ -360,15 +354,15 @@ class TestAutoModeSyncFeature:
             # Step 3: Verify model visibility after auto mode transition
             # Expire session cache to force fresh fetch after sync_auto_mode_models committed
             db_session.expire_all()
-            provider = fetch_existing_llm_provider(
-                name=provider_name, db_session=db_session
+            provider_view = fetch_llm_provider_view(
+                provider_name=provider_name, db_session=db_session
             )
-            assert provider is not None
-            assert provider.is_auto_mode is True
+            assert provider_view is not None
+            assert provider_view.is_auto_mode is True
 
             # Build a map of model name -> visibility
             model_visibility = {
-                mc.name: mc.is_visible for mc in provider.model_configurations
+                mc.name: mc.is_visible for mc in provider_view.model_configurations
             }
 
             # Models in auto mode config should be visible
@@ -388,9 +382,6 @@ class TestAutoModeSyncFeature:
                         model_visibility[model_name] is False
                     ), f"Model '{model_name}' not in auto config should NOT be visible"
 
-            # Verify the default model was updated
-            assert provider.default_model_name == auto_mode_default
-
         finally:
             db_session.rollback()
             _cleanup_provider(db_session, provider_name)
@@ -432,8 +423,12 @@ class TestAutoModeSyncFeature:
                         api_key="sk-test-key-00000000000000000000000000000000000",
                         api_key_changed=True,
                         is_auto_mode=True,
-                        default_model_name="gpt-4o",
-                        model_configurations=[],
+                        model_configurations=[
+                            ModelConfigurationUpsertRequest(
+                                name="gpt-4o",
+                                is_visible=True,
+                            )
+                        ],
                     ),
                     is_creation=True,
                     _=_create_mock_admin(),
@@ -535,7 +530,6 @@ class TestAutoModeSyncFeature:
                         api_key=provider_1_api_key,
                         api_key_changed=True,
                         is_auto_mode=True,
-                        default_model_name=provider_1_default_model,
                         model_configurations=[],
                     ),
                     is_creation=True,
@@ -549,7 +543,7 @@ class TestAutoModeSyncFeature:
                 name=provider_1_name, db_session=db_session
             )
             assert provider_1 is not None
-            update_default_provider(provider_1.id, db_session)
+            update_default_provider(provider_1.id, provider_1_default_model, db_session)
 
             with patch(
                 "onyx.server.manage.llm.api.fetch_llm_recommendations_from_github",
@@ -563,7 +557,6 @@ class TestAutoModeSyncFeature:
                         api_key=provider_2_api_key,
                         api_key_changed=True,
                         is_auto_mode=True,
-                        default_model_name=provider_2_default_model,
                         model_configurations=[],
                     ),
                     is_creation=True,
@@ -584,7 +577,7 @@ class TestAutoModeSyncFeature:
                 name=provider_2_name, db_session=db_session
             )
             assert provider_2 is not None
-            update_default_provider(provider_2.id, db_session)
+            update_default_provider(provider_2.id, provider_2_default_model, db_session)
 
             # Step 5: Verify provider 2 is now the default
             db_session.expire_all()
@@ -644,7 +637,6 @@ class TestAutoModeMissingFlows:
                     api_key="sk-test-key-00000000000000000000000000000000000",
                     api_key_changed=True,
                     is_auto_mode=True,
-                    default_model_name="gpt-4o",
                     model_configurations=[],
                 ),
                 is_creation=True,
@@ -701,3 +693,364 @@ class TestAutoModeMissingFlows:
         finally:
             db_session.rollback()
             _cleanup_provider(db_session, provider_name)
+
+
+class TestAutoModeTransitionsAndResync:
+    """Tests for auto/manual transitions, config evolution, and sync idempotency."""
+
+    def test_auto_to_manual_mode_preserves_models_and_stops_syncing(
+        self,
+        db_session: Session,
+        provider_name: str,
+    ) -> None:
+        """Disabling auto mode should preserve the current model list and
+        prevent future syncs from altering visibility.
+
+        Steps:
+        1. Create provider in auto mode — models synced from config.
+        2. Update provider to manual mode (is_auto_mode=False).
+        3. Verify all models remain with unchanged visibility.
+        4. Call sync_auto_mode_models with a *different* config.
+        5. Verify fetch_auto_mode_providers excludes this provider, so the
+           periodic task would never call sync on it.
+        """
+        initial_config = _create_mock_llm_recommendations(
+            provider=LlmProviderNames.OPENAI,
+            default_model_name="gpt-4o",
+            additional_models=["gpt-4o-mini"],
+        )
+
+        try:
+            # Step 1: Create in auto mode
+            with patch(
+                "onyx.server.manage.llm.api.fetch_llm_recommendations_from_github",
+                return_value=initial_config,
+            ):
+                put_llm_provider(
+                    llm_provider_upsert_request=LLMProviderUpsertRequest(
+                        name=provider_name,
+                        provider=LlmProviderNames.OPENAI,
+                        api_key="sk-test-key-00000000000000000000000000000000000",
+                        api_key_changed=True,
+                        is_auto_mode=True,
+                        model_configurations=[],
+                    ),
+                    is_creation=True,
+                    _=_create_mock_admin(),
+                    db_session=db_session,
+                )
+
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+            visibility_before = {
+                mc.name: mc.is_visible for mc in provider.model_configurations
+            }
+            assert visibility_before == {"gpt-4o": True, "gpt-4o-mini": True}
+
+            # Step 2: Switch to manual mode
+            put_llm_provider(
+                llm_provider_upsert_request=LLMProviderUpsertRequest(
+                    id=provider.id,
+                    name=provider_name,
+                    provider=LlmProviderNames.OPENAI,
+                    api_key=None,
+                    api_key_changed=False,
+                    is_auto_mode=False,
+                    model_configurations=[
+                        ModelConfigurationUpsertRequest(name="gpt-4o", is_visible=True),
+                        ModelConfigurationUpsertRequest(
+                            name="gpt-4o-mini", is_visible=True
+                        ),
+                    ],
+                ),
+                is_creation=False,
+                _=_create_mock_admin(),
+                db_session=db_session,
+            )
+
+            # Step 3: Models unchanged
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+            assert provider.is_auto_mode is False
+            visibility_after = {
+                mc.name: mc.is_visible for mc in provider.model_configurations
+            }
+            assert visibility_after == visibility_before
+
+            # Step 4-5: Provider excluded from auto mode queries
+            auto_providers = fetch_auto_mode_providers(db_session)
+            auto_provider_ids = {p.id for p in auto_providers}
+            assert provider.id not in auto_provider_ids
+
+        finally:
+            db_session.rollback()
+            _cleanup_provider(db_session, provider_name)
+
+    def test_resync_adds_new_and_hides_removed_models(
+        self,
+        db_session: Session,
+        provider_name: str,
+    ) -> None:
+        """When the GitHub config changes between syncs, a subsequent sync
+        should add newly listed models and hide models that were removed.
+
+        Steps:
+        1. Create provider in auto mode with config v1: [gpt-4o, gpt-4o-mini].
+        2. Sync with config v2: [gpt-4o, gpt-4-turbo] (gpt-4o-mini removed,
+           gpt-4-turbo added).
+        3. Verify gpt-4o still visible, gpt-4o-mini hidden, gpt-4-turbo added
+           and visible.
+        """
+        config_v1 = _create_mock_llm_recommendations(
+            provider=LlmProviderNames.OPENAI,
+            default_model_name="gpt-4o",
+            additional_models=["gpt-4o-mini"],
+        )
+        config_v2 = _create_mock_llm_recommendations(
+            provider=LlmProviderNames.OPENAI,
+            default_model_name="gpt-4o",
+            additional_models=["gpt-4-turbo"],
+        )
+
+        try:
+            # Step 1: Create with config v1
+            with patch(
+                "onyx.server.manage.llm.api.fetch_llm_recommendations_from_github",
+                return_value=config_v1,
+            ):
+                put_llm_provider(
+                    llm_provider_upsert_request=LLMProviderUpsertRequest(
+                        name=provider_name,
+                        provider=LlmProviderNames.OPENAI,
+                        api_key="sk-test-key-00000000000000000000000000000000000",
+                        api_key_changed=True,
+                        is_auto_mode=True,
+                        model_configurations=[],
+                    ),
+                    is_creation=True,
+                    _=_create_mock_admin(),
+                    db_session=db_session,
+                )
+
+            # Step 2: Re-sync with config v2
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+
+            changes = sync_auto_mode_models(
+                db_session=db_session,
+                provider=provider,
+                llm_recommendations=config_v2,
+            )
+            assert changes > 0
+
+            # Step 3: Verify
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+
+            visibility = {
+                mc.name: mc.is_visible for mc in provider.model_configurations
+            }
+
+            # gpt-4o: still in config -> visible
+            assert visibility["gpt-4o"] is True
+            # gpt-4o-mini: removed from config -> hidden (not deleted)
+            assert "gpt-4o-mini" in visibility, "Removed model should still exist in DB"
+            assert visibility["gpt-4o-mini"] is False
+            # gpt-4-turbo: newly added -> visible
+            assert visibility["gpt-4-turbo"] is True
+
+        finally:
+            db_session.rollback()
+            _cleanup_provider(db_session, provider_name)
+
+    def test_sync_is_idempotent(
+        self,
+        db_session: Session,
+        provider_name: str,
+    ) -> None:
+        """Running sync twice with the same config should produce zero
+        changes on the second call."""
+        config = _create_mock_llm_recommendations(
+            provider=LlmProviderNames.OPENAI,
+            default_model_name="gpt-4o",
+            additional_models=["gpt-4o-mini", "gpt-4-turbo"],
+        )
+
+        try:
+            with patch(
+                "onyx.server.manage.llm.api.fetch_llm_recommendations_from_github",
+                return_value=config,
+            ):
+                put_llm_provider(
+                    llm_provider_upsert_request=LLMProviderUpsertRequest(
+                        name=provider_name,
+                        provider=LlmProviderNames.OPENAI,
+                        api_key="sk-test-key-00000000000000000000000000000000000",
+                        api_key_changed=True,
+                        is_auto_mode=True,
+                        model_configurations=[],
+                    ),
+                    is_creation=True,
+                    _=_create_mock_admin(),
+                    db_session=db_session,
+                )
+
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+
+            # First explicit sync (may report changes if creation already synced)
+            sync_auto_mode_models(
+                db_session=db_session,
+                provider=provider,
+                llm_recommendations=config,
+            )
+
+            # Snapshot state after first sync
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+            snapshot = {
+                mc.name: (mc.is_visible, mc.display_name)
+                for mc in provider.model_configurations
+            }
+
+            # Second sync — should be a no-op
+            changes = sync_auto_mode_models(
+                db_session=db_session,
+                provider=provider,
+                llm_recommendations=config,
+            )
+            assert (
+                changes == 0
+            ), f"Expected 0 changes on idempotent re-sync, got {changes}"
+
+            # State should be identical
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+            current = {
+                mc.name: (mc.is_visible, mc.display_name)
+                for mc in provider.model_configurations
+            }
+            assert current == snapshot
+
+        finally:
+            db_session.rollback()
+            _cleanup_provider(db_session, provider_name)
+
+    def test_default_model_hidden_when_removed_from_config(
+        self,
+        db_session: Session,
+        provider_name: str,
+    ) -> None:
+        """When the current default model is removed from the config, sync
+        should hide it. The default model flow row should still exist (it
+        points at the ModelConfiguration), but the model is no longer visible.
+
+        Steps:
+        1. Create provider with config: default=gpt-4o, additional=[gpt-4o-mini].
+        2. Set gpt-4o as the global default.
+        3. Re-sync with config: default=gpt-4o-mini (gpt-4o removed entirely).
+        4. Verify gpt-4o is hidden, gpt-4o-mini is visible, and
+           fetch_default_llm_model still returns a result (the flow row persists).
+        """
+        config_v1 = _create_mock_llm_recommendations(
+            provider=LlmProviderNames.OPENAI,
+            default_model_name="gpt-4o",
+            additional_models=["gpt-4o-mini"],
+        )
+        config_v2 = _create_mock_llm_recommendations(
+            provider=LlmProviderNames.OPENAI,
+            default_model_name="gpt-4o-mini",
+            additional_models=[],
+        )
+
+        try:
+            with patch(
+                "onyx.server.manage.llm.api.fetch_llm_recommendations_from_github",
+                return_value=config_v1,
+            ):
+                put_llm_provider(
+                    llm_provider_upsert_request=LLMProviderUpsertRequest(
+                        name=provider_name,
+                        provider=LlmProviderNames.OPENAI,
+                        api_key="sk-test-key-00000000000000000000000000000000000",
+                        api_key_changed=True,
+                        is_auto_mode=True,
+                        model_configurations=[],
+                    ),
+                    is_creation=True,
+                    _=_create_mock_admin(),
+                    db_session=db_session,
+                )
+
+            # Step 2: Set gpt-4o as global default
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+            update_default_provider(provider.id, "gpt-4o", db_session)
+
+            default_before = fetch_default_llm_model(db_session)
+            assert default_before is not None
+            assert default_before.name == "gpt-4o"
+
+            # Step 3: Re-sync with config v2 (gpt-4o removed)
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+
+            changes = sync_auto_mode_models(
+                db_session=db_session,
+                provider=provider,
+                llm_recommendations=config_v2,
+            )
+            assert changes > 0
+
+            # Step 4: Verify visibility
+            db_session.expire_all()
+            provider = fetch_existing_llm_provider(
+                name=provider_name, db_session=db_session
+            )
+            assert provider is not None
+
+            visibility = {
+                mc.name: mc.is_visible for mc in provider.model_configurations
+            }
+            assert visibility["gpt-4o"] is False, "Removed default should be hidden"
+            assert visibility["gpt-4o-mini"] is True, "New default should be visible"
+
+            # The LLMModelFlow row for gpt-4o still exists (is_default=True),
+            # but the model is hidden. fetch_default_llm_model filters on
+            # is_visible=True, so it should NOT return gpt-4o.
+            db_session.expire_all()
+            default_after = fetch_default_llm_model(db_session)
+            assert (
+                default_after is None or default_after.name != "gpt-4o"
+            ), "Hidden model should not be returned as the default"
+
+        finally:
+            db_session.rollback()
+            _cleanup_provider(db_session, provider_name)

backend/tests/external_dependency_unit/llm/test_llm_provider_called.py

@@ -64,7 +64,6 @@ def _create_provider(
             name=name,
             provider=provider,
             api_key="sk-ant-api03-...",
-            default_model_name="claude-3-5-sonnet-20240620",
             is_public=is_public,
             model_configurations=[
                 ModelConfigurationUpsertRequest(
@@ -154,7 +153,9 @@ def test_user_sends_message_to_private_provider(
     )
     _create_provider(db_session, LlmProviderNames.GOOGLE, "private-provider", False)
 
-    update_default_provider(public_provider_id, db_session)
+    update_default_provider(
+        public_provider_id, "claude-3-5-sonnet-20240620", db_session
+    )
 
     try:
         # Create chat session

backend/tests/external_dependency_unit/mock_search_pipeline.py

@@ -144,7 +144,8 @@ def use_mock_search_pipeline(
         auto_detect_filters: bool = False,  # noqa: ARG001
         llm: LLM | None = None,  # noqa: ARG001
         project_id: int | None = None,  # noqa: ARG001
-        # Pre-fetched data (used by SearchTool to avoid DB access in parallel)
+        persona_id: int | None = None,  # noqa: ARG001
+        # Pre-fetched data (used by SearchTool to avoid DB access in parallel calls)
         acl_filters: list[str] | None = None,  # noqa: ARG001
         embedding_model: EmbeddingModel | None = None,  # noqa: ARG001
         prefetched_federated_retrieval_infos: (  # noqa: ARG001

backend/tests/external_dependency_unit/opensearch/test_assistant_knowledge_filter.py

@@ -38,6 +38,7 @@ def _get_search_filters(
         tags=[],
         document_sets=[],
         project_id=None,
+        persona_id=None,
         time_cutoff=None,
         min_chunk_index=None,
         max_chunk_index=None,

backend/tests/external_dependency_unit/opensearch/test_opensearch_client.py

@@ -1,4 +1,4 @@
-"""External dependency unit tests for OpenSearchClient.
+"""External dependency unit tests for OpenSearchIndexClient.
 
 These tests assume OpenSearch is running and test all implemented methods
 using real schemas, pipelines, and search queries from the codebase.
@@ -19,7 +19,7 @@ from onyx.access.utils import prefix_user_email
 from onyx.configs.constants import DocumentSource
 from onyx.context.search.models import IndexFilters
 from onyx.document_index.interfaces_new import TenantState
-from onyx.document_index.opensearch.client import OpenSearchClient
+from onyx.document_index.opensearch.client import OpenSearchIndexClient
 from onyx.document_index.opensearch.client import wait_for_opensearch_with_timeout
 from onyx.document_index.opensearch.constants import DEFAULT_MAX_CHUNK_SIZE
 from onyx.document_index.opensearch.opensearch_document_index import (
@@ -125,10 +125,10 @@ def opensearch_available() -> None:
 @pytest.fixture(scope="function")
 def test_client(
     opensearch_available: None,  # noqa: ARG001
-) -> Generator[OpenSearchClient, None, None]:
+) -> Generator[OpenSearchIndexClient, None, None]:
     """Creates an OpenSearch client for testing with automatic cleanup."""
     test_index_name = f"test_index_{uuid.uuid4().hex[:8]}"
-    client = OpenSearchClient(index_name=test_index_name)
+    client = OpenSearchIndexClient(index_name=test_index_name)
 
     yield client  # Test runs here.
 
@@ -142,7 +142,7 @@ def test_client(
 
 
 @pytest.fixture(scope="function")
-def search_pipeline(test_client: OpenSearchClient) -> Generator[None, None, None]:
+def search_pipeline(test_client: OpenSearchIndexClient) -> Generator[None, None, None]:
     """Creates a search pipeline for testing with automatic cleanup."""
     test_client.create_search_pipeline(
         pipeline_id=MIN_MAX_NORMALIZATION_PIPELINE_NAME,
@@ -158,9 +158,9 @@ def search_pipeline(test_client: OpenSearchClient) -> Generator[None, None, None
 
 
 class TestOpenSearchClient:
-    """Tests for OpenSearchClient."""
+    """Tests for OpenSearchIndexClient."""
 
-    def test_create_index(self, test_client: OpenSearchClient) -> None:
+    def test_create_index(self, test_client: OpenSearchIndexClient) -> None:
         """Tests creating an index with a real schema."""
         # Precondition.
         mappings = DocumentSchema.get_document_schema(
@@ -176,7 +176,7 @@ class TestOpenSearchClient:
         # Verify index exists.
         assert test_client.validate_index(expected_mappings=mappings) is True
 
-    def test_delete_existing_index(self, test_client: OpenSearchClient) -> None:
+    def test_delete_existing_index(self, test_client: OpenSearchIndexClient) -> None:
         """Tests deleting an existing index returns True."""
         # Precondition.
         mappings = DocumentSchema.get_document_schema(
@@ -193,7 +193,7 @@ class TestOpenSearchClient:
         assert result is True
         assert test_client.validate_index(expected_mappings=mappings) is False
 
-    def test_delete_nonexistent_index(self, test_client: OpenSearchClient) -> None:
+    def test_delete_nonexistent_index(self, test_client: OpenSearchIndexClient) -> None:
         """Tests deleting a nonexistent index returns False."""
         # Under test.
         # Don't create index, just try to delete.
@@ -202,7 +202,7 @@ class TestOpenSearchClient:
         # Postcondition.
         assert result is False
 
-    def test_index_exists(self, test_client: OpenSearchClient) -> None:
+    def test_index_exists(self, test_client: OpenSearchIndexClient) -> None:
         """Tests checking if an index exists."""
         # Precondition.
         # Index should not exist before creation.
@@ -219,7 +219,7 @@ class TestOpenSearchClient:
         # Index should exist after creation.
         assert test_client.index_exists() is True
 
-    def test_validate_index(self, test_client: OpenSearchClient) -> None:
+    def test_validate_index(self, test_client: OpenSearchIndexClient) -> None:
         """Tests validating an index."""
         # Precondition.
         mappings = DocumentSchema.get_document_schema(
@@ -239,7 +239,120 @@ class TestOpenSearchClient:
         # Should return True after creation.
         assert test_client.validate_index(expected_mappings=mappings) is True
 
-    def test_create_duplicate_index(self, test_client: OpenSearchClient) -> None:
+    def test_put_mapping_idempotent(self, test_client: OpenSearchIndexClient) -> None:
+        """Tests put_mapping with same schema is idempotent."""
+        # Precondition.
+        mappings = DocumentSchema.get_document_schema(
+            vector_dimension=128, multitenant=True
+        )
+        settings = DocumentSchema.get_index_settings()
+        test_client.create_index(mappings=mappings, settings=settings)
+
+        # Under test.
+        # Applying the same mappings again should succeed.
+        test_client.put_mapping(mappings)
+
+        # Postcondition.
+        # Index should still be valid.
+        assert test_client.validate_index(expected_mappings=mappings)
+
+    def test_put_mapping_adds_new_field(
+        self, test_client: OpenSearchIndexClient
+    ) -> None:
+        """Tests put_mapping successfully adds new fields to existing index."""
+        # Precondition.
+        # Create index with minimal schema (just required fields).
+        initial_mappings = {
+            "dynamic": "strict",
+            "properties": {
+                "document_id": {"type": "keyword"},
+                "chunk_index": {"type": "integer"},
+                "content": {"type": "text"},
+                "content_vector": {
+                    "type": "knn_vector",
+                    "dimension": 128,
+                    "method": {
+                        "name": "hnsw",
+                        "space_type": "cosinesimil",
+                        "engine": "lucene",
+                        "parameters": {"ef_construction": 512, "m": 16},
+                    },
+                },
+            },
+        }
+        settings = DocumentSchema.get_index_settings()
+        test_client.create_index(mappings=initial_mappings, settings=settings)
+
+        # Under test.
+        # Add a new field using put_mapping.
+        updated_mappings = {
+            "properties": {
+                "document_id": {"type": "keyword"},
+                "chunk_index": {"type": "integer"},
+                "content": {"type": "text"},
+                "content_vector": {
+                    "type": "knn_vector",
+                    "dimension": 128,
+                    "method": {
+                        "name": "hnsw",
+                        "space_type": "cosinesimil",
+                        "engine": "lucene",
+                        "parameters": {"ef_construction": 512, "m": 16},
+                    },
+                },
+                # New field
+                "new_test_field": {"type": "keyword"},
+            },
+        }
+        # Should not raise.
+        test_client.put_mapping(updated_mappings)
+
+        # Postcondition.
+        # Validate the new schema includes the new field.
+        assert test_client.validate_index(expected_mappings=updated_mappings)
+
+    def test_put_mapping_fails_on_type_change(
+        self, test_client: OpenSearchIndexClient
+    ) -> None:
+        """Tests put_mapping fails when trying to change existing field type."""
+        # Precondition.
+        initial_mappings = {
+            "dynamic": "strict",
+            "properties": {
+                "document_id": {"type": "keyword"},
+                "test_field": {"type": "keyword"},
+            },
+        }
+        settings = DocumentSchema.get_index_settings()
+        test_client.create_index(mappings=initial_mappings, settings=settings)
+
+        # Under test and postcondition.
+        # Try to change test_field type from keyword to text.
+        conflicting_mappings = {
+            "properties": {
+                "document_id": {"type": "keyword"},
+                "test_field": {"type": "text"},  # Changed from keyword to text
+            },
+        }
+        # Should raise because field type cannot be changed.
+        with pytest.raises(Exception, match="mapper|illegal_argument_exception"):
+            test_client.put_mapping(conflicting_mappings)
+
+    def test_put_mapping_on_nonexistent_index(
+        self, test_client: OpenSearchIndexClient
+    ) -> None:
+        """Tests put_mapping on non-existent index raises an error."""
+        # Precondition.
+        # Index does not exist yet.
+        mappings = DocumentSchema.get_document_schema(
+            vector_dimension=128, multitenant=True
+        )
+
+        # Under test and postcondition.
+        with pytest.raises(Exception, match="index_not_found_exception|404"):
+            test_client.put_mapping(mappings)
+
+    def test_create_duplicate_index(self, test_client: OpenSearchIndexClient) -> None:
         """Tests creating an index twice raises an error."""
         # Precondition.
         mappings = DocumentSchema.get_document_schema(
@@ -254,14 +367,14 @@ class TestOpenSearchClient:
         with pytest.raises(Exception, match="already exists"):
             test_client.create_index(mappings=mappings, settings=settings)
 
-    def test_update_settings(self, test_client: OpenSearchClient) -> None:
+    def test_update_settings(self, test_client: OpenSearchIndexClient) -> None:
         """Tests that update_settings raises NotImplementedError."""
         # Under test and postcondition.
         with pytest.raises(NotImplementedError):
             test_client.update_settings(settings={})
 
     def test_create_and_delete_search_pipeline(
-        self, test_client: OpenSearchClient
+        self, test_client: OpenSearchIndexClient
     ) -> None:
         """Tests creating and deleting a search pipeline."""
         # Under test and postcondition.
@@ -278,7 +391,7 @@ class TestOpenSearchClient:
         )
 
     def test_index_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests indexing a document."""
         # Precondition.
@@ -306,7 +419,7 @@ class TestOpenSearchClient:
         )
 
     def test_bulk_index_documents(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests bulk indexing documents."""
         # Precondition.
@@ -337,7 +450,7 @@ class TestOpenSearchClient:
         )
 
     def test_index_duplicate_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests indexing a duplicate document raises an error."""
         # Precondition.
@@ -365,7 +478,7 @@ class TestOpenSearchClient:
             test_client.index_document(document=doc, tenant_state=tenant_state)
 
     def test_get_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests getting a document."""
         # Precondition.
@@ -401,7 +514,7 @@ class TestOpenSearchClient:
         assert retrieved_doc == original_doc
 
     def test_get_nonexistent_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests getting a nonexistent document raises an error."""
         # Precondition.
@@ -419,7 +532,7 @@ class TestOpenSearchClient:
             )
 
     def test_delete_existing_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests deleting an existing document returns True."""
         # Precondition.
@@ -455,7 +568,7 @@ class TestOpenSearchClient:
             test_client.get_document(document_chunk_id=doc_chunk_id)
 
     def test_delete_nonexistent_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests deleting a nonexistent document returns False."""
         # Precondition.
@@ -476,7 +589,7 @@ class TestOpenSearchClient:
         assert result is False
 
     def test_delete_by_query(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests deleting documents by query."""
         # Precondition.
@@ -552,7 +665,7 @@ class TestOpenSearchClient:
         assert len(keep_ids) == 1
 
     def test_update_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests updating a document's properties."""
         # Precondition.
@@ -601,7 +714,7 @@ class TestOpenSearchClient:
         assert updated_doc.public == doc.public
 
     def test_update_nonexistent_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests updating a nonexistent document raises an error."""
         # Precondition.
@@ -623,7 +736,7 @@ class TestOpenSearchClient:
 
     def test_hybrid_search_with_pipeline(
         self,
-        test_client: OpenSearchClient,
+        test_client: OpenSearchIndexClient,
         search_pipeline: None,  # noqa: ARG002
         monkeypatch: pytest.MonkeyPatch,
     ) -> None:
@@ -704,7 +817,7 @@ class TestOpenSearchClient:
 
     def test_search_empty_index(
         self,
-        test_client: OpenSearchClient,
+        test_client: OpenSearchIndexClient,
         search_pipeline: None,  # noqa: ARG002
         monkeypatch: pytest.MonkeyPatch,
     ) -> None:
@@ -743,7 +856,7 @@ class TestOpenSearchClient:
 
     def test_hybrid_search_with_pipeline_and_filters(
         self,
-        test_client: OpenSearchClient,
+        test_client: OpenSearchIndexClient,
         search_pipeline: None,  # noqa: ARG002
         monkeypatch: pytest.MonkeyPatch,
     ) -> None:
@@ -863,7 +976,7 @@ class TestOpenSearchClient:
 
     def test_hybrid_search_with_pipeline_and_filters_returns_chunks_with_related_content_first(
         self,
-        test_client: OpenSearchClient,
+        test_client: OpenSearchIndexClient,
         search_pipeline: None,  # noqa: ARG002
         monkeypatch: pytest.MonkeyPatch,
     ) -> None:
@@ -993,7 +1106,7 @@ class TestOpenSearchClient:
             previous_score = current_score
 
     def test_delete_by_query_multitenant_isolation(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """
         Tests delete_by_query respects tenant boundaries in multi-tenant mode.
@@ -1087,7 +1200,7 @@ class TestOpenSearchClient:
         assert set(remaining_y_ids) == expected_y_ids
 
     def test_delete_by_query_nonexistent_document(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """
         Tests delete_by_query for non-existent document returns 0 deleted.
@@ -1116,7 +1229,7 @@ class TestOpenSearchClient:
         assert num_deleted == 0
 
     def test_search_for_document_ids(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests search_for_document_ids method returns correct chunk IDs."""
         # Precondition.
@@ -1181,7 +1294,7 @@ class TestOpenSearchClient:
         assert set(chunk_ids) == expected_ids
 
     def test_search_with_no_document_access_can_retrieve_all_documents(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """
         Tests search with no document access can retrieve all documents, even
@@ -1259,7 +1372,7 @@ class TestOpenSearchClient:
 
     def test_time_cutoff_filter(
         self,
-        test_client: OpenSearchClient,
+        test_client: OpenSearchIndexClient,
         search_pipeline: None,  # noqa: ARG002
         monkeypatch: pytest.MonkeyPatch,
     ) -> None:
@@ -1352,7 +1465,7 @@ class TestOpenSearchClient:
         )
 
     def test_random_search(
-        self, test_client: OpenSearchClient, monkeypatch: pytest.MonkeyPatch
+        self, test_client: OpenSearchIndexClient, monkeypatch: pytest.MonkeyPatch
     ) -> None:
         """Tests the random search query works."""
         # Precondition.

backend/tests/external_dependency_unit/opensearch_migration/test_opensearch_migration_tasks.py

@@ -37,6 +37,7 @@ from onyx.db.opensearch_migration import build_sanitized_to_original_doc_id_mapp
 from onyx.db.search_settings import get_active_search_settings
 from onyx.document_index.interfaces_new import TenantState
 from onyx.document_index.opensearch.client import OpenSearchClient
+from onyx.document_index.opensearch.client import OpenSearchIndexClient
 from onyx.document_index.opensearch.client import wait_for_opensearch_with_timeout
 from onyx.document_index.opensearch.constants import DEFAULT_MAX_CHUNK_SIZE
 from onyx.document_index.opensearch.schema import DocumentChunk
@@ -74,7 +75,7 @@ CHUNK_COUNT = 5
 
 
 def _get_document_chunks_from_opensearch(
-    opensearch_client: OpenSearchClient, document_id: str, current_tenant_id: str
+    opensearch_client: OpenSearchIndexClient, document_id: str, current_tenant_id: str
 ) -> list[DocumentChunk]:
     opensearch_client.refresh_index()
     filters = IndexFilters(access_control_list=None, tenant_id=current_tenant_id)
@@ -95,7 +96,7 @@ def _get_document_chunks_from_opensearch(
 
 
 def _delete_document_chunks_from_opensearch(
-    opensearch_client: OpenSearchClient, document_id: str, current_tenant_id: str
+    opensearch_client: OpenSearchIndexClient, document_id: str, current_tenant_id: str
 ) -> None:
     opensearch_client.refresh_index()
     query_body = DocumentQuery.delete_from_document_id_query(
@@ -283,10 +284,10 @@ def vespa_document_index(
 def opensearch_client(
     db_session: Session,
     full_deployment_setup: None,  # noqa: ARG001
-) -> Generator[OpenSearchClient, None, None]:
+) -> Generator[OpenSearchIndexClient, None, None]:
     """Creates an OpenSearch client for the test tenant."""
     active = get_active_search_settings(db_session)
-    yield OpenSearchClient(index_name=active.primary.index_name)  # Test runs here.
+    yield OpenSearchIndexClient(index_name=active.primary.index_name)  # Test runs here.
 
 
 @pytest.fixture(scope="module")
@@ -330,7 +331,7 @@ def patch_get_vespa_chunks_page_size() -> Generator[int, None, None]:
 def test_documents(
     db_session: Session,
     vespa_document_index: VespaDocumentIndex,
-    opensearch_client: OpenSearchClient,
+    opensearch_client: OpenSearchIndexClient,
     patch_get_vespa_chunks_page_size: int,
 ) -> Generator[list[Document], None, None]:
     """
@@ -411,7 +412,7 @@ class TestMigrateChunksFromVespaToOpenSearchTask:
         db_session: Session,
         test_documents: list[Document],
         vespa_document_index: VespaDocumentIndex,
-        opensearch_client: OpenSearchClient,
+        opensearch_client: OpenSearchIndexClient,
         test_embedding_dimension: int,
         clean_migration_tables: None,  # noqa: ARG002
         enable_opensearch_indexing_for_onyx: None,  # noqa: ARG002
@@ -480,7 +481,7 @@ class TestMigrateChunksFromVespaToOpenSearchTask:
         db_session: Session,
         test_documents: list[Document],
         vespa_document_index: VespaDocumentIndex,
-        opensearch_client: OpenSearchClient,
+        opensearch_client: OpenSearchIndexClient,
         test_embedding_dimension: int,
         clean_migration_tables: None,  # noqa: ARG002
         enable_opensearch_indexing_for_onyx: None,  # noqa: ARG002
@@ -618,7 +619,7 @@ class TestMigrateChunksFromVespaToOpenSearchTask:
         db_session: Session,
         test_documents: list[Document],
         vespa_document_index: VespaDocumentIndex,
-        opensearch_client: OpenSearchClient,
+        opensearch_client: OpenSearchIndexClient,
         test_embedding_dimension: int,
         clean_migration_tables: None,  # noqa: ARG002
         enable_opensearch_indexing_for_onyx: None,  # noqa: ARG002
@@ -712,7 +713,7 @@ class TestMigrateChunksFromVespaToOpenSearchTask:
         db_session: Session,
         test_documents: list[Document],
         vespa_document_index: VespaDocumentIndex,
-        opensearch_client: OpenSearchClient,
+        opensearch_client: OpenSearchIndexClient,
         test_embedding_dimension: int,
         clean_migration_tables: None,  # noqa: ARG002
         enable_opensearch_indexing_for_onyx: None,  # noqa: ARG002

backend/tests/external_dependency_unit/search_settings/test_search_settings.py

@@ -42,7 +42,6 @@ def _create_llm_provider_and_model(
             name=provider_name,
             provider="openai",
             api_key="test-api-key",
-            default_model_name=model_name,
             model_configurations=[
                 ModelConfigurationUpsertRequest(
                     name=model_name,

backend/tests/external_dependency_unit/slack_bot/test_slack_bot_federated_search.py

@@ -434,7 +434,6 @@ class TestSlackBotFederatedSearch:
                 name=f"test-llm-provider-{uuid4().hex[:8]}",
                 provider=LlmProviderNames.OPENAI,
                 api_key=api_key,
-                default_model_name="gpt-4o",
                 is_public=True,
                 model_configurations=[
                     ModelConfigurationUpsertRequest(
@@ -448,7 +447,7 @@ class TestSlackBotFederatedSearch:
             db_session=db_session,
         )
 
-        update_default_provider(provider_view.id, db_session)
+        update_default_provider(provider_view.id, "gpt-4o", db_session)
 
     def _teardown_common_mocks(self, patches: list) -> None:
         """Stop all patches"""

backend/tests/external_dependency_unit/tools/test_oauth_token_manager.py

@@ -20,6 +20,7 @@ from onyx.auth.oauth_token_manager import OAuthTokenManager
 from onyx.db.models import OAuthConfig
 from onyx.db.oauth_config import create_oauth_config
 from onyx.db.oauth_config import upsert_user_oauth_token
+from onyx.utils.sensitive import SensitiveValue
 from tests.external_dependency_unit.conftest import create_test_user
 
 
@@ -491,3 +492,19 @@ class TestOAuthTokenManagerURLBuilding:
         # Should use & instead of ? since URL already has query params
         assert "foo=bar&" in url or "?foo=bar" in url
         assert "client_id=custom_client_id" in url
+
+
+class TestUnwrapSensitiveStr:
+    """Tests for _unwrap_sensitive_str static method"""
+
+    def test_unwrap_sensitive_str(self) -> None:
+        """Test that both SensitiveValue and plain str inputs are handled"""
+        # SensitiveValue input
+        sensitive = SensitiveValue[str](
+            encrypted_bytes=b"test_client_id",
+            decrypt_fn=lambda b: b.decode(),
+        )
+        assert OAuthTokenManager._unwrap_sensitive_str(sensitive) == "test_client_id"
+
+        # Plain str input
+        assert OAuthTokenManager._unwrap_sensitive_str("plain_string") == "plain_string"

backend/tests/integration/common_utils/managers/chat.py

@@ -76,9 +76,12 @@ class ChatSessionManager:
         user_performing_action: DATestUser,
         persona_id: int = 0,
         description: str = "Test chat session",
+        project_id: int | None = None,
     ) -> DATestChatSession:
         chat_session_creation_req = ChatSessionCreationRequest(
-            persona_id=persona_id, description=description
+            persona_id=persona_id,
+            description=description,
+            project_id=project_id,
         )
         response = requests.post(
             f"{API_SERVER_URL}/chat/create-chat-session",

backend/tests/integration/common_utils/managers/llm_provider.py

@@ -4,10 +4,12 @@ from uuid import uuid4
 import requests
 
 from onyx.llm.constants import LlmProviderNames
+from onyx.server.manage.llm.models import DefaultModel
 from onyx.server.manage.llm.models import LLMProviderUpsertRequest
 from onyx.server.manage.llm.models import LLMProviderView
 from onyx.server.manage.llm.models import ModelConfigurationUpsertRequest
 from tests.integration.common_utils.constants import API_SERVER_URL
+from tests.integration.common_utils.constants import GENERAL_HEADERS
 from tests.integration.common_utils.test_models import DATestLLMProvider
 from tests.integration.common_utils.test_models import DATestUser
 
@@ -32,7 +34,6 @@ class LLMProviderManager:
         llm_provider = LLMProviderUpsertRequest(
             name=name or f"test-provider-{uuid4()}",
             provider=provider or LlmProviderNames.OPENAI,
-            default_model_name=default_model_name or "gpt-4o-mini",
             api_key=api_key or os.environ["OPENAI_API_KEY"],
             api_base=api_base,
             api_version=api_version,
@@ -65,7 +66,7 @@ class LLMProviderManager:
             name=response_data["name"],
             provider=response_data["provider"],
             api_key=response_data["api_key"],
-            default_model_name=response_data["default_model_name"],
+            default_model_name=default_model_name or "gpt-4o-mini",
             is_public=response_data["is_public"],
             is_auto_mode=response_data.get("is_auto_mode", False),
             groups=response_data["groups"],
@@ -75,9 +76,19 @@ class LLMProviderManager:
         )
 
         if set_as_default:
+            if default_model_name is None:
+                default_model_name = "gpt-4o-mini"
             set_default_response = requests.post(
-                f"{API_SERVER_URL}/admin/llm/provider/{llm_response.json()['id']}/default",
-                headers=user_performing_action.headers,
+                f"{API_SERVER_URL}/admin/llm/default",
+                json={
+                    "provider_id": response_data["id"],
+                    "model_name": default_model_name,
+                },
+                headers=(
+                    user_performing_action.headers
+                    if user_performing_action
+                    else GENERAL_HEADERS
+                ),
             )
             set_default_response.raise_for_status()
 
@@ -104,7 +115,7 @@ class LLMProviderManager:
             headers=user_performing_action.headers,
         )
         response.raise_for_status()
-        return [LLMProviderView(**ug) for ug in response.json()]
+        return [LLMProviderView(**p) for p in response.json()["providers"]]
 
     @staticmethod
     def verify(
@@ -113,7 +124,11 @@ class LLMProviderManager:
         verify_deleted: bool = False,
     ) -> None:
         all_llm_providers = LLMProviderManager.get_all(user_performing_action)
+        default_model = LLMProviderManager.get_default_model(user_performing_action)
         for fetched_llm_provider in all_llm_providers:
+            model_names = [
+                model.name for model in fetched_llm_provider.model_configurations
+            ]
             if llm_provider.id == fetched_llm_provider.id:
                 if verify_deleted:
                     raise ValueError(
@@ -126,11 +141,30 @@ class LLMProviderManager:
                 if (
                     fetched_llm_groups == llm_provider_groups
                     and llm_provider.provider == fetched_llm_provider.provider
-                    and llm_provider.default_model_name
-                    == fetched_llm_provider.default_model_name
+                    and (
+                        default_model is None or default_model.model_name in model_names
+                    )
                     and llm_provider.is_public == fetched_llm_provider.is_public
                     and set(fetched_llm_provider.personas) == set(llm_provider.personas)
                 ):
                     return
         if not verify_deleted:
             raise ValueError(f"LLM Provider {llm_provider.id} not found")
+
+    @staticmethod
+    def get_default_model(
+        user_performing_action: DATestUser | None = None,
+    ) -> DefaultModel | None:
+        response = requests.get(
+            f"{API_SERVER_URL}/admin/llm/provider",
+            headers=(
+                user_performing_action.headers
+                if user_performing_action
+                else GENERAL_HEADERS
+            ),
+        )
+        response.raise_for_status()
+        default_text = response.json().get("default_text")
+        if default_text is None:
+            return None
+        return DefaultModel(**default_text)

backend/tests/integration/common_utils/managers/scim_token.py

@@ -0,0 +1,79 @@
+import requests
+
+from tests.integration.common_utils.constants import API_SERVER_URL
+from tests.integration.common_utils.constants import GENERAL_HEADERS
+from tests.integration.common_utils.test_models import DATestScimToken
+from tests.integration.common_utils.test_models import DATestUser
+
+
+class ScimTokenManager:
+    @staticmethod
+    def create(
+        name: str,
+        user_performing_action: DATestUser,
+    ) -> DATestScimToken:
+        response = requests.post(
+            f"{API_SERVER_URL}/admin/enterprise-settings/scim/token",
+            json={"name": name},
+            headers=user_performing_action.headers,
+            timeout=60,
+        )
+        response.raise_for_status()
+        data = response.json()
+        return DATestScimToken(
+            id=data["id"],
+            name=data["name"],
+            token_display=data["token_display"],
+            is_active=data["is_active"],
+            created_at=data["created_at"],
+            last_used_at=data.get("last_used_at"),
+            raw_token=data["raw_token"],
+        )
+
+    @staticmethod
+    def get_active(
+        user_performing_action: DATestUser,
+    ) -> DATestScimToken | None:
+        response = requests.get(
+            f"{API_SERVER_URL}/admin/enterprise-settings/scim/token",
+            headers=user_performing_action.headers,
+            timeout=60,
+        )
+        if response.status_code == 404:
+            return None
+        response.raise_for_status()
+        data = response.json()
+        return DATestScimToken(
+            id=data["id"],
+            name=data["name"],
+            token_display=data["token_display"],
+            is_active=data["is_active"],
+            created_at=data["created_at"],
+            last_used_at=data.get("last_used_at"),
+        )
+
+    @staticmethod
+    def get_scim_headers(raw_token: str) -> dict[str, str]:
+        return {
+            **GENERAL_HEADERS,
+            "Authorization": f"Bearer {raw_token}",
+        }
+
+    @staticmethod
+    def scim_get(
+        path: str,
+        raw_token: str,
+    ) -> requests.Response:
+        return requests.get(
+            f"{API_SERVER_URL}/scim/v2{path}",
+            headers=ScimTokenManager.get_scim_headers(raw_token),
+            timeout=60,
+        )
+
+    @staticmethod
+    def scim_get_no_auth(path: str) -> requests.Response:
+        return requests.get(
+            f"{API_SERVER_URL}/scim/v2{path}",
+            headers=GENERAL_HEADERS,
+            timeout=60,
+        )

backend/tests/integration/common_utils/test_models.py

@@ -42,6 +42,18 @@ class DATestPAT(BaseModel):
     last_used_at: str | None = None
 
 
+class DATestScimToken(BaseModel):
+    """SCIM bearer token model for testing."""
+
+    id: int
+    name: str
+    raw_token: str | None = None  # Only present on initial creation
+    token_display: str
+    is_active: bool
+    created_at: str
+    last_used_at: str | None = None
+
+
 class DATestAPIKey(BaseModel):
     api_key_id: int
     api_key_display: str
@@ -116,7 +128,7 @@ class DATestLLMProvider(BaseModel):
     name: str
     provider: str
     api_key: str
-    default_model_name: str
+    default_model_name: str | None = None
     is_public: bool
     is_auto_mode: bool = False
     groups: list[int]

backend/tests/integration/connector_job_tests/slack/slack_api_utils.py

@@ -16,7 +16,6 @@ from uuid import uuid4
 from slack_sdk import WebClient
 from slack_sdk.errors import SlackApiError
 
-from onyx.connectors.slack.connector import default_msg_filter
 from onyx.connectors.slack.connector import get_channel_messages
 from onyx.connectors.slack.models import ChannelType
 from onyx.connectors.slack.utils import make_paginated_slack_api_call
@@ -113,9 +112,6 @@ def _delete_slack_conversation_messages(
     channel_id = _get_slack_channel_id(channel)
     for message_batch in get_channel_messages(slack_client, channel):
         for message in message_batch:
-            if default_msg_filter(message):
-                continue
-
             if message_to_delete and message.get("text") != message_to_delete:
                 continue
             print(" removing message: ", message.get("text"))

backend/tests/integration/tests/llm_auto_update/test_auto_llm_update.py

@@ -42,12 +42,10 @@ def _create_provider_with_api(
     llm_provider_data = {
         "name": name,
         "provider": provider_type,
-        "default_model_name": default_model,
         "api_key": "test-api-key-for-auto-mode-testing",
         "api_base": None,
         "api_version": None,
         "custom_config": None,
-        "fast_default_model_name": default_model,
         "is_public": True,
         "is_auto_mode": is_auto_mode,
         "groups": [],
@@ -72,7 +70,7 @@ def _get_provider_by_id(admin_user: DATestUser, provider_id: int) -> dict:
         headers=admin_user.headers,
     )
     response.raise_for_status()
-    for provider in response.json():
+    for provider in response.json()["providers"]:
         if provider["id"] == provider_id:
             return provider
     raise ValueError(f"Provider with id {provider_id} not found")
@@ -219,15 +217,6 @@ def test_auto_mode_provider_gets_synced_from_github_config(
         "is_visible"
     ], "Outdated model should not be visible after sync"
 
-    # Verify default model was set from GitHub config
-    expected_default = (
-        default_model["name"] if isinstance(default_model, dict) else default_model
-    )
-    assert synced_provider["default_model_name"] == expected_default, (
-        f"Default model should be {expected_default}, "
-        f"got {synced_provider['default_model_name']}"
-    )
-
 
 def test_manual_mode_provider_not_affected_by_auto_sync(
     reset: None,  # noqa: ARG001
@@ -273,7 +262,3 @@ def test_manual_mode_provider_not_affected_by_auto_sync(
         f"Manual mode provider models should not change. "
         f"Initial: {initial_models}, Current: {current_models}"
     )
-
-    assert (
-        updated_provider["default_model_name"] == custom_model
-    ), f"Manual mode default model should remain {custom_model}"

backend/tests/integration/tests/llm_provider/test_llm_provider_access_control.py

@@ -6,20 +6,21 @@ from sqlalchemy.orm import Session
 
 from onyx.context.search.enums import RecencyBiasSetting
 from onyx.db.engine.sql_engine import get_session_with_current_tenant
-from onyx.db.enums import LLMModelFlowType
 from onyx.db.llm import can_user_access_llm_provider
 from onyx.db.llm import fetch_user_group_ids
-from onyx.db.models import LLMModelFlow
+from onyx.db.llm import update_default_provider
+from onyx.db.llm import upsert_llm_provider
 from onyx.db.models import LLMProvider as LLMProviderModel
 from onyx.db.models import LLMProvider__Persona
 from onyx.db.models import LLMProvider__UserGroup
-from onyx.db.models import ModelConfiguration
 from onyx.db.models import Persona
 from onyx.db.models import User
 from onyx.db.models import User__UserGroup
 from onyx.db.models import UserGroup
 from onyx.llm.constants import LlmProviderNames
 from onyx.llm.factory import get_llm_for_persona
+from onyx.server.manage.llm.models import LLMProviderUpsertRequest
+from onyx.server.manage.llm.models import ModelConfigurationUpsertRequest
 from tests.integration.common_utils.constants import API_SERVER_URL
 from tests.integration.common_utils.managers.llm_provider import LLMProviderManager
 from tests.integration.common_utils.managers.persona import PersonaManager
@@ -41,24 +42,30 @@ def _create_llm_provider(
     is_public: bool,
     is_default: bool,
 ) -> LLMProviderModel:
-    provider = LLMProviderModel(
-        name=name,
-        provider=LlmProviderNames.OPENAI,
-        api_key=None,
-        api_base=None,
-        api_version=None,
-        custom_config=None,
-        default_model_name=default_model_name,
-        deployment_name=None,
-        is_public=is_public,
-        # Use None instead of False to avoid unique constraint violation
-        # The is_default_provider column has unique=True, so only one True and one False allowed
-        is_default_provider=is_default if is_default else None,
-        is_default_vision_provider=False,
-        default_vision_model=None,
+    _provider = upsert_llm_provider(
+        llm_provider_upsert_request=LLMProviderUpsertRequest(
+            name=name,
+            provider=LlmProviderNames.OPENAI,
+            api_key=None,
+            api_base=None,
+            api_version=None,
+            custom_config=None,
+            is_public=is_public,
+            model_configurations=[
+                ModelConfigurationUpsertRequest(
+                    name=default_model_name,
+                    is_visible=True,
+                )
+            ],
+        ),
+        db_session=db_session,
     )
-    db_session.add(provider)
-    db_session.flush()
+    if is_default:
+        update_default_provider(_provider.id, default_model_name, db_session)
+
+    provider = db_session.get(LLMProviderModel, _provider.id)
+    if not provider:
+        raise ValueError(f"Provider {name} not found")
     return provider
 
 
@@ -270,24 +277,6 @@ def test_get_llm_for_persona_falls_back_when_access_denied(
             provider_name=restricted_provider.name,
         )
 
-        # Set up ModelConfiguration + LLMModelFlow so get_default_llm() can
-        # resolve the default provider when the fallback path is triggered.
-        default_model_config = ModelConfiguration(
-            llm_provider_id=default_provider.id,
-            name=default_provider.default_model_name,
-            is_visible=True,
-        )
-        db_session.add(default_model_config)
-        db_session.flush()
-        db_session.add(
-            LLMModelFlow(
-                model_configuration_id=default_model_config.id,
-                llm_model_flow_type=LLMModelFlowType.CHAT,
-                is_default=True,
-            )
-        )
-        db_session.flush()
-
         access_group = UserGroup(name="persona-group")
         db_session.add(access_group)
         db_session.flush()
@@ -321,13 +310,19 @@ def test_get_llm_for_persona_falls_back_when_access_denied(
             persona=persona,
             user=admin_model,
         )
-        assert allowed_llm.config.model_name == restricted_provider.default_model_name
+        assert (
+            allowed_llm.config.model_name
+            == restricted_provider.model_configurations[0].name
+        )
 
         fallback_llm = get_llm_for_persona(
             persona=persona,
             user=basic_model,
         )
-        assert fallback_llm.config.model_name == default_provider.default_model_name
+        assert (
+            fallback_llm.config.model_name
+            == default_provider.model_configurations[0].name
+        )
 
 
 def test_list_llm_provider_basics_excludes_non_public_unrestricted(
@@ -346,6 +341,7 @@ def test_list_llm_provider_basics_excludes_non_public_unrestricted(
         name="public-provider",
         is_public=True,
         set_as_default=True,
+        default_model_name="gpt-4o",
         user_performing_action=admin_user,
     )
 
@@ -365,7 +361,7 @@ def test_list_llm_provider_basics_excludes_non_public_unrestricted(
         headers=basic_user.headers,
     )
     assert response.status_code == 200
-    providers = response.json()
+    providers = response.json()["providers"]
     provider_names = [p["name"] for p in providers]
 
     # Public provider should be visible
@@ -380,7 +376,7 @@ def test_list_llm_provider_basics_excludes_non_public_unrestricted(
         headers=admin_user.headers,
     )
     assert admin_response.status_code == 200
-    admin_providers = admin_response.json()
+    admin_providers = admin_response.json()["providers"]
     admin_provider_names = [p["name"] for p in admin_providers]
 
     assert public_provider.name in admin_provider_names
@@ -396,6 +392,7 @@ def test_provider_delete_clears_persona_references(reset: None) -> None:  # noqa
         name="default-provider",
         is_public=True,
         set_as_default=True,
+        default_model_name="gpt-4o",
         user_performing_action=admin_user,
     )
 

backend/tests/integration/tests/llm_provider/test_llm_provider_persona_access.py

@@ -107,7 +107,7 @@ def test_authorized_persona_access_returns_filtered_providers(
 
     # Should succeed
     assert response.status_code == 200
-    providers = response.json()
+    providers = response.json()["providers"]
 
     # Should include the restricted provider since basic_user can access the persona
     provider_names = [p["name"] for p in providers]
@@ -140,7 +140,7 @@ def test_persona_id_zero_applies_rbac(
 
     # Should succeed (persona_id=0 refers to default persona, which is public)
     assert response.status_code == 200
-    providers = response.json()
+    providers = response.json()["providers"]
 
     # Should NOT include the restricted provider since basic_user is not in group2
     provider_names = [p["name"] for p in providers]
@@ -182,7 +182,7 @@ def test_admin_can_query_any_persona(
 
     # Should succeed - admins can access any persona
     assert response.status_code == 200
-    providers = response.json()
+    providers = response.json()["providers"]
 
     # Should include the restricted provider
     provider_names = [p["name"] for p in providers]
@@ -223,7 +223,7 @@ def test_public_persona_accessible_to_all(
 
     # Should succeed
     assert response.status_code == 200
-    providers = response.json()
+    providers = response.json()["providers"]
 
     # Should return the public provider
     assert len(providers) > 0

backend/tests/integration/tests/llm_workflows/test_nightly_provider_chat_workflow.py

@@ -23,6 +23,8 @@ _ENV_PROVIDER = "NIGHTLY_LLM_PROVIDER"
 _ENV_MODELS = "NIGHTLY_LLM_MODELS"
 _ENV_API_KEY = "NIGHTLY_LLM_API_KEY"
 _ENV_API_BASE = "NIGHTLY_LLM_API_BASE"
+_ENV_API_VERSION = "NIGHTLY_LLM_API_VERSION"
+_ENV_DEPLOYMENT_NAME = "NIGHTLY_LLM_DEPLOYMENT_NAME"
 _ENV_CUSTOM_CONFIG_JSON = "NIGHTLY_LLM_CUSTOM_CONFIG_JSON"
 _ENV_STRICT = "NIGHTLY_LLM_STRICT"
 
@@ -34,6 +36,8 @@ class NightlyProviderConfig(BaseModel):
     model_names: list[str]
     api_key: str | None
     api_base: str | None
+    api_version: str | None
+    deployment_name: str | None
     custom_config: dict[str, str] | None
     strict: bool
 
@@ -45,17 +49,29 @@ def _env_true(env_var: str, default: bool = False) -> bool:
     return value.strip().lower() in {"1", "true", "yes", "on"}
 
 
-def _split_csv_env(env_var: str) -> list[str]:
-    return [
-        part.strip() for part in os.environ.get(env_var, "").split(",") if part.strip()
-    ]
+def _parse_models_env(env_var: str) -> list[str]:
+    raw_value = os.environ.get(env_var, "").strip()
+    if not raw_value:
+        return []
+
+    try:
+        parsed_json = json.loads(raw_value)
+    except json.JSONDecodeError:
+        parsed_json = None
+
+    if isinstance(parsed_json, list):
+        return [str(model).strip() for model in parsed_json if str(model).strip()]
+
+    return [part.strip() for part in raw_value.split(",") if part.strip()]
 
 
 def _load_provider_config() -> NightlyProviderConfig:
     provider = os.environ.get(_ENV_PROVIDER, "").strip().lower()
-    model_names = _split_csv_env(_ENV_MODELS)
+    model_names = _parse_models_env(_ENV_MODELS)
     api_key = os.environ.get(_ENV_API_KEY) or None
     api_base = os.environ.get(_ENV_API_BASE) or None
+    api_version = os.environ.get(_ENV_API_VERSION) or None
+    deployment_name = os.environ.get(_ENV_DEPLOYMENT_NAME) or None
     strict = _env_true(_ENV_STRICT, default=False)
 
     custom_config: dict[str, str] | None = None
@@ -74,6 +90,8 @@ def _load_provider_config() -> NightlyProviderConfig:
         model_names=model_names,
         api_key=api_key,
         api_base=api_base,
+        api_version=api_version,
+        deployment_name=deployment_name,
         custom_config=custom_config,
         strict=strict,
     )
@@ -95,10 +113,15 @@ def _validate_provider_config(config: NightlyProviderConfig) -> None:
             message=f"{_ENV_MODELS} must include at least one model",
         )
 
-    if config.provider != "ollama_chat" and not config.api_key:
+    if config.provider != "ollama_chat" and not (
+        config.api_key or config.custom_config
+    ):
         _skip_or_fail(
             strict=config.strict,
-            message=(f"{_ENV_API_KEY} is required for provider '{config.provider}'"),
+            message=(
+                f"{_ENV_API_KEY} or {_ENV_CUSTOM_CONFIG_JSON} is required for "
+                f"provider '{config.provider}'"
+            ),
         )
 
     if config.provider == "ollama_chat" and not (
@@ -109,6 +132,22 @@ def _validate_provider_config(config: NightlyProviderConfig) -> None:
             message=(f"{_ENV_API_BASE} is required for provider '{config.provider}'"),
         )
 
+    if config.provider == "azure":
+        if not config.api_base:
+            _skip_or_fail(
+                strict=config.strict,
+                message=(
+                    f"{_ENV_API_BASE} is required for provider '{config.provider}'"
+                ),
+            )
+        if not config.api_version:
+            _skip_or_fail(
+                strict=config.strict,
+                message=(
+                    f"{_ENV_API_VERSION} is required for provider '{config.provider}'"
+                ),
+            )
+
 
 def _assert_integration_mode_enabled() -> None:
     assert (
@@ -147,6 +186,8 @@ def _create_provider_payload(
     model_name: str,
     api_key: str | None,
     api_base: str | None,
+    api_version: str | None,
+    deployment_name: str | None,
     custom_config: dict[str, str] | None,
 ) -> dict:
     return {
@@ -154,6 +195,8 @@ def _create_provider_payload(
         "provider": provider,
         "api_key": api_key,
         "api_base": api_base,
+        "api_version": api_version,
+        "deployment_name": deployment_name,
         "custom_config": custom_config,
         "default_model_name": model_name,
         "is_public": True,
@@ -255,6 +298,8 @@ def _create_and_test_provider_for_model(
         model_name=model_name,
         api_key=config.api_key,
         api_base=resolved_api_base,
+        api_version=config.api_version,
+        deployment_name=config.deployment_name,
         custom_config=config.custom_config,
     )
 
@@ -313,10 +358,21 @@ def test_nightly_provider_chat_workflow(admin_user: DATestUser) -> None:
     _seed_connector_for_search_tool(admin_user)
     search_tool_id = _get_internal_search_tool_id(admin_user)
 
+    failures: list[str] = []
     for model_name in config.model_names:
-        _create_and_test_provider_for_model(
-            admin_user=admin_user,
-            config=config,
-            model_name=model_name,
-            search_tool_id=search_tool_id,
-        )
+        try:
+            _create_and_test_provider_for_model(
+                admin_user=admin_user,
+                config=config,
+                model_name=model_name,
+                search_tool_id=search_tool_id,
+            )
+        except BaseException as exc:
+            if isinstance(exc, (KeyboardInterrupt, SystemExit)):
+                raise
+            failures.append(
+                f"provider={config.provider} model={model_name} error={type(exc).__name__}: {exc}"
+            )
+
+    if failures:
+        pytest.fail("Nightly provider chat failures:\n" + "\n".join(failures))

backend/tests/integration/tests/migrations/test_assistant_consolidation_migration.py

@@ -72,6 +72,9 @@ def test_cold_startup_default_assistant() -> None:
         assert (
             "read_file" in tool_names
         ), "Default assistant should have FileReaderTool attached"
+        assert (
+            "python" in tool_names
+        ), "Default assistant should have PythonTool attached"
 
         # Also verify by display names for clarity
         assert (
@@ -86,8 +89,11 @@ def test_cold_startup_default_assistant() -> None:
         assert (
             "File Reader" in tool_display_names
         ), "Default assistant should have File Reader tool"
-
-        # Should have exactly 5 tools
         assert (
-            len(tool_associations) == 5
-        ), f"Default assistant should have exactly 5 tools attached, got {len(tool_associations)}"
+            "Code Interpreter" in tool_display_names
+        ), "Default assistant should have Code Interpreter tool"
+
+        # Should have exactly 6 tools
+        assert (
+            len(tool_associations) == 6
+        ), f"Default assistant should have exactly 6 tools attached, got {len(tool_associations)}"

backend/tests/integration/tests/personas/test_persona_file_context.py

@@ -0,0 +1,318 @@
+"""
+Integration tests for the unified persona file context flow.
+
+End-to-end tests that verify:
+1. Files can be uploaded and attached to a persona via API.
+2. The persona correctly reports its attached files.
+3. A chat session with a file-bearing persona processes without error.
+4. Precedence: custom persona files take priority over project files when
+   the chat session is inside a project.
+
+These tests run against a real Onyx deployment (all services running).
+File processing is asynchronous, so we poll the file status endpoint
+until files reach COMPLETED before chatting.
+"""
+
+import time
+
+import requests
+
+from onyx.db.enums import UserFileStatus
+from tests.integration.common_utils.constants import API_SERVER_URL
+from tests.integration.common_utils.constants import MAX_DELAY
+from tests.integration.common_utils.managers.chat import ChatSessionManager
+from tests.integration.common_utils.managers.file import FileManager
+from tests.integration.common_utils.managers.persona import PersonaManager
+from tests.integration.common_utils.managers.project import ProjectManager
+from tests.integration.common_utils.test_file_utils import create_test_text_file
+from tests.integration.common_utils.test_models import DATestLLMProvider
+from tests.integration.common_utils.test_models import DATestUser
+
+# ---------------------------------------------------------------------------
+# Helpers
+# ---------------------------------------------------------------------------
+
+FILE_PROCESSING_POLL_INTERVAL = 2
+
+
+def _poll_file_statuses(
+    user_file_ids: list[str],
+    user: DATestUser,
+    target_status: UserFileStatus = UserFileStatus.COMPLETED,
+    timeout: int = MAX_DELAY,
+) -> None:
+    """Block until all files reach the target status or timeout expires."""
+    deadline = time.time() + timeout
+    while time.time() < deadline:
+        response = requests.post(
+            f"{API_SERVER_URL}/user/projects/file/statuses",
+            json={"file_ids": user_file_ids},
+            headers=user.headers,
+        )
+        response.raise_for_status()
+        statuses = response.json()
+        if all(f["status"] == target_status.value for f in statuses):
+            return
+        time.sleep(FILE_PROCESSING_POLL_INTERVAL)
+    raise TimeoutError(
+        f"Files {user_file_ids} did not reach {target_status.value} "
+        f"within {timeout}s"
+    )
+
+
+# ---------------------------------------------------------------------------
+# Tests
+# ---------------------------------------------------------------------------
+
+
+def test_persona_with_files_chat_no_error(
+    admin_user: DATestUser,
+    llm_provider: DATestLLMProvider,  # noqa: ARG001
+) -> None:
+    """Upload files, attach them to a persona, wait for processing,
+    then send a chat message.  Verify no error is returned."""
+
+    # Upload files (creates UserFile records)
+    text_file = create_test_text_file(
+        "The secret project codename is NIGHTINGALE. "
+        "It was started in 2024 by the Advanced Research division."
+    )
+    file_descriptors, error = FileManager.upload_files(
+        files=[("nightingale_brief.txt", text_file)],
+        user_performing_action=admin_user,
+    )
+    assert not error, f"File upload failed: {error}"
+    assert len(file_descriptors) == 1
+
+    user_file_id = file_descriptors[0]["user_file_id"]
+    assert user_file_id is not None
+
+    # Wait for file processing
+    _poll_file_statuses([user_file_id], admin_user, timeout=120)
+
+    # Create persona with the file attached
+    persona = PersonaManager.create(
+        user_performing_action=admin_user,
+        name="Nightingale Agent",
+        description="Agent with secret file",
+        system_prompt="You are a helpful assistant with access to uploaded files.",
+        user_file_ids=[user_file_id],
+    )
+
+    # Verify persona has the file
+    persona_snapshots = PersonaManager.get_one(persona.id, admin_user)
+    assert len(persona_snapshots) == 1
+    assert user_file_id in persona_snapshots[0].user_file_ids
+
+    # Chat with the persona
+    chat_session = ChatSessionManager.create(
+        persona_id=persona.id,
+        description="Test persona file context",
+        user_performing_action=admin_user,
+    )
+    response = ChatSessionManager.send_message(
+        chat_session_id=chat_session.id,
+        message="What is the secret project codename?",
+        user_performing_action=admin_user,
+    )
+
+    assert response.error is None, f"Chat should succeed, got error: {response.error}"
+    assert len(response.full_message) > 0, "Response should not be empty"
+
+
+def test_persona_without_files_still_works(
+    admin_user: DATestUser,
+    llm_provider: DATestLLMProvider,  # noqa: ARG001
+) -> None:
+    """A persona with no attached files should still chat normally."""
+    persona = PersonaManager.create(
+        user_performing_action=admin_user,
+        name="Blank Agent",
+        description="No files attached",
+        system_prompt="You are a helpful assistant.",
+    )
+
+    chat_session = ChatSessionManager.create(
+        persona_id=persona.id,
+        description="Test blank persona",
+        user_performing_action=admin_user,
+    )
+    response = ChatSessionManager.send_message(
+        chat_session_id=chat_session.id,
+        message="Hello, how are you?",
+        user_performing_action=admin_user,
+    )
+
+    assert response.error is None
+    assert len(response.full_message) > 0
+
+
+def test_persona_files_override_project_files(
+    admin_user: DATestUser,
+    llm_provider: DATestLLMProvider,  # noqa: ARG001
+) -> None:
+    """When a custom persona (with its own files) is used inside a project,
+    the persona's files take precedence — the project's files are invisible.
+
+    We verify this by putting different content in project vs persona files
+    and checking which content the model responds with."""
+
+    # Upload persona file
+    persona_file = create_test_text_file("The persona's secret word is ALBATROSS.")
+    persona_fds, err1 = FileManager.upload_files(
+        files=[("persona_secret.txt", persona_file)],
+        user_performing_action=admin_user,
+    )
+    assert not err1
+    persona_user_file_id = persona_fds[0]["user_file_id"]
+    assert persona_user_file_id is not None
+    # Create a project and upload project files
+    project = ProjectManager.create(
+        name="Precedence Test Project",
+        user_performing_action=admin_user,
+    )
+    project_files = [
+        ("project_secret.txt", b"The project's secret word is FLAMINGO."),
+    ]
+    project_upload_result = ProjectManager.upload_files(
+        project_id=project.id,
+        files=project_files,
+        user_performing_action=admin_user,
+    )
+    assert len(project_upload_result.user_files) == 1
+    project_user_file_id = str(project_upload_result.user_files[0].id)
+
+    # Wait for both persona and project file processing
+    _poll_file_statuses([persona_user_file_id], admin_user, timeout=120)
+    _poll_file_statuses([project_user_file_id], admin_user, timeout=120)
+
+    # Create persona with persona file
+    persona = PersonaManager.create(
+        user_performing_action=admin_user,
+        name="Override Agent",
+        description="Persona with its own files",
+        system_prompt="You are a helpful assistant. Answer using the files.",
+        user_file_ids=[persona_user_file_id],
+    )
+
+    # Create chat session inside the project but using the custom persona
+    chat_session = ChatSessionManager.create(
+        persona_id=persona.id,
+        project_id=project.id,
+        user_performing_action=admin_user,
+    )
+
+    response = ChatSessionManager.send_message(
+        chat_session_id=chat_session.id,
+        message="What is the secret word?",
+        user_performing_action=admin_user,
+    )
+
+    assert response.error is None, f"Chat should succeed, got error: {response.error}"
+    # The persona's file should be what the model sees, not the project's
+    message_lower = response.full_message.lower()
+    assert "albatross" in message_lower, (
+        "Response should reference the persona file's secret word (ALBATROSS), "
+        f"but got: {response.full_message}"
+    )
+
+
+def test_default_persona_in_project_uses_project_files(
+    admin_user: DATestUser,
+    llm_provider: DATestLLMProvider,  # noqa: ARG001
+) -> None:
+    """When the default persona (id=0) is used inside a project,
+    the project's files should be used for context."""
+    project = ProjectManager.create(
+        name="Default Persona Project",
+        user_performing_action=admin_user,
+    )
+    project_files = [
+        ("project_info.txt", b"The project mascot is a PANGOLIN."),
+    ]
+    upload_result = ProjectManager.upload_files(
+        project_id=project.id,
+        files=project_files,
+        user_performing_action=admin_user,
+    )
+    assert len(upload_result.user_files) == 1
+
+    # Wait for project file processing
+    project_file_id = str(upload_result.user_files[0].id)
+    _poll_file_statuses([project_file_id], admin_user, timeout=120)
+
+    # Create chat session inside project using default persona (id=0)
+    chat_session = ChatSessionManager.create(
+        persona_id=0,
+        project_id=project.id,
+        user_performing_action=admin_user,
+    )
+
+    response = ChatSessionManager.send_message(
+        chat_session_id=chat_session.id,
+        message="What is the project mascot?",
+        user_performing_action=admin_user,
+    )
+
+    assert response.error is None
+    assert "pangolin" in response.full_message.lower(), (
+        "Response should reference the project file content (PANGOLIN), "
+        f"but got: {response.full_message}"
+    )
+
+
+def test_custom_persona_no_files_in_project_ignores_project(
+    admin_user: DATestUser,
+    llm_provider: DATestLLMProvider,  # noqa: ARG001
+) -> None:
+    """A custom persona with NO files, used inside a project with files,
+    should NOT see the project's files.  The project is purely organizational.
+
+    We verify by asking about content only in the project file and checking
+    the model does NOT reference it."""
+
+    project = ProjectManager.create(
+        name="Ignored Project",
+        user_performing_action=admin_user,
+    )
+    project_upload_result = ProjectManager.upload_files(
+        project_id=project.id,
+        files=[("project_only.txt", b"The project secret is CAPYBARA.")],
+        user_performing_action=admin_user,
+    )
+    assert len(project_upload_result.user_files) == 1
+    project_user_file_id = str(project_upload_result.user_files[0].id)
+
+    # Wait for project file processing
+    _poll_file_statuses([project_user_file_id], admin_user, timeout=120)
+
+    # Custom persona with no files
+    persona = PersonaManager.create(
+        user_performing_action=admin_user,
+        name="No Files Agent",
+        description="No files, project is irrelevant",
+        system_prompt=(
+            "You are a helpful assistant. If you do not have information "
+            "to answer a question, say 'I do not have that information.'"
+        ),
+    )
+
+    chat_session = ChatSessionManager.create(
+        persona_id=persona.id,
+        project_id=project.id,
+        user_performing_action=admin_user,
+    )
+
+    response = ChatSessionManager.send_message(
+        chat_session_id=chat_session.id,
+        message="What is the project secret?",
+        user_performing_action=admin_user,
+    )
+
+    assert response.error is None
+    assert len(response.full_message) > 0
+    assert "capybara" not in response.full_message.lower(), (
+        "Response should NOT reference the project file content (CAPYBARA) "
+        "because the custom persona has no files and should not inherit "
+        f"project files, but got: {response.full_message}"
+    )