fix: enhance accessibility for tool toggle buttons in ActionsPopover

.git-blame-ignore-revs

@@ -6,4 +6,3 @@
 
 3134e5f840c12c8f32613ce520101a047c89dcc2  # refactor(whitespace): rm temporary react fragments (#7161)
 ed3f72bc75f3e3a9ae9e4d8cd38278f9c97e78b4  # refactor(whitespace): rm react fragment #7190
-7b927e79c25f4ddfd18a067f489e122acd2c89de  # chore(format): format files where `ruff` and `black` agree (#9339)

.github/workflows/deployment.yml

@@ -44,7 +44,7 @@ jobs:
           fetch-tags: true
 
       - name: Setup uv
-        uses: astral-sh/setup-uv@37802adc94f370d6bfd71619e3f0bf239e1f3b78 # ratchet:astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@5a095e7a2014a4212f075830d4f7277575a9d098 # ratchet:astral-sh/setup-uv@v7
         with:
           version: "0.9.9"
           enable-cache: false
@@ -165,7 +165,7 @@ jobs:
           fetch-depth: 0
 
       - name: Setup uv
-        uses: astral-sh/setup-uv@37802adc94f370d6bfd71619e3f0bf239e1f3b78 # ratchet:astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@5a095e7a2014a4212f075830d4f7277575a9d098 # ratchet:astral-sh/setup-uv@v7
         with:
           version: "0.9.9"
           # NOTE: This isn't caching much and zizmor suggests this could be poisoned, so disable.
@@ -307,7 +307,7 @@ jobs:
             xdg-utils
 
       - name: setup node
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # ratchet:actions/setup-node@v6.3.0
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238 # ratchet:actions/setup-node@v6.2.0
         with:
           node-version: 24
           package-manager-cache: false

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

@@ -114,7 +114,7 @@ jobs:
           ref: main
 
       - name: Install the latest version of uv
-        uses: astral-sh/setup-uv@37802adc94f370d6bfd71619e3f0bf239e1f3b78 # ratchet:astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@5a095e7a2014a4212f075830d4f7277575a9d098 # ratchet:astral-sh/setup-uv@v7
         with:
           enable-cache: false
           version: "0.9.9"

.github/workflows/pr-desktop-build.yml

@@ -50,7 +50,7 @@ jobs:
           persist-credentials: false
 
       - name: Setup node
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238
         with:
           node-version: 24
           cache: "npm" # zizmor: ignore[cache-poisoning]

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

@@ -28,7 +28,7 @@ jobs:
           persist-credentials: false
 
       - name: Setup node
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # ratchet:actions/setup-node@v4
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238 # ratchet:actions/setup-node@v4
         with:
           node-version: 22
           cache: "npm" # zizmor: ignore[cache-poisoning] test-only workflow; no deploy artifacts

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

@@ -272,7 +272,7 @@ jobs:
 
       - name: Setup node
         # zizmor: ignore[cache-poisoning] ephemeral runners; no release artifacts
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # ratchet:actions/setup-node@v4
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238 # ratchet:actions/setup-node@v4
         with:
           node-version: 22
           cache: "npm" # zizmor: ignore[cache-poisoning]
@@ -471,7 +471,7 @@ jobs:
 
       - name: Install the latest version of uv
         if: always()
-        uses: astral-sh/setup-uv@37802adc94f370d6bfd71619e3f0bf239e1f3b78 # ratchet:astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@5a095e7a2014a4212f075830d4f7277575a9d098 # ratchet:astral-sh/setup-uv@v7
         with:
           enable-cache: false
           version: "0.9.9"
@@ -614,7 +614,7 @@ jobs:
 
       - name: Setup node
         # zizmor: ignore[cache-poisoning] ephemeral runners; no release artifacts
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # ratchet:actions/setup-node@v4
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238 # ratchet:actions/setup-node@v4
         with:
           node-version: 22
           cache: "npm" # zizmor: ignore[cache-poisoning]

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

@@ -73,7 +73,7 @@ jobs:
         uses: docker/setup-buildx-action@8d2750c68a42422c14e847fe6c8ac0403b4cbd6f
 
       - name: Build and load
-        uses: docker/bake-action@82490499d2e5613fcead7e128237ef0b0ea210f7 # ratchet:docker/bake-action@v7.0.0
+        uses: docker/bake-action@5be5f02ff8819ecd3092ea6b2e6261c31774f2b4 # ratchet:docker/bake-action@v6
         env:
           TAG: model-server-${{ github.run_id }}
         with:

.github/workflows/pr-quality-checks.yml

@@ -30,7 +30,7 @@ jobs:
       - name: Setup Terraform
         uses: hashicorp/setup-terraform@5e8dbf3c6d9deaf4193ca7a8fb23f2ac83bb6c85 # ratchet:hashicorp/setup-terraform@v4.0.0
       - name: Setup node
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # ratchet:actions/setup-node@v6
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238 # ratchet:actions/setup-node@v6
         with: # zizmor: ignore[cache-poisoning]
           node-version: 22
           cache: "npm"

.github/workflows/preview.yml

@@ -22,7 +22,7 @@ jobs:
           persist-credentials: false
 
       - name: Setup node
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # ratchet:actions/setup-node@v4
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238 # ratchet:actions/setup-node@v4
         with:
           node-version: 22
           cache: "npm"

.github/workflows/release-cli.yml

@@ -26,7 +26,7 @@ jobs:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # ratchet:actions/checkout@v6
         with:
           persist-credentials: false
-      - uses: astral-sh/setup-uv@37802adc94f370d6bfd71619e3f0bf239e1f3b78 # ratchet:astral-sh/setup-uv@v7
+      - uses: astral-sh/setup-uv@5a095e7a2014a4212f075830d4f7277575a9d098 # ratchet:astral-sh/setup-uv@v7
         with:
           enable-cache: false
           version: "0.9.9"

.github/workflows/release-devtools.yml

@@ -26,7 +26,7 @@ jobs:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # ratchet:actions/checkout@v6
         with:
           persist-credentials: false
-      - uses: astral-sh/setup-uv@37802adc94f370d6bfd71619e3f0bf239e1f3b78 # ratchet:astral-sh/setup-uv@v7
+      - uses: astral-sh/setup-uv@5a095e7a2014a4212f075830d4f7277575a9d098 # ratchet:astral-sh/setup-uv@v7
         with:
           enable-cache: false
           version: "0.9.9"

.github/workflows/storybook-deploy.yml

@@ -32,7 +32,7 @@ jobs:
           persist-credentials: false
 
       - name: Setup node
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # ratchet:actions/setup-node@v4
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238 # ratchet:actions/setup-node@v4
         with:
           node-version: 22
           cache: "npm"

.github/workflows/zizmor.yml

@@ -24,7 +24,7 @@ jobs:
           persist-credentials: false
 
       - name: Install the latest version of uv
-        uses: astral-sh/setup-uv@37802adc94f370d6bfd71619e3f0bf239e1f3b78 # ratchet:astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@5a095e7a2014a4212f075830d4f7277575a9d098 # ratchet:astral-sh/setup-uv@v7
         with:
           enable-cache: false
           version: "0.9.9"

backend/alembic/versions/b728689f45b1_rename_persona_is_visible_to_is_listed_.py

@@ -1,26 +0,0 @@
-"""rename persona is_visible to is_listed and featured to is_featured
-
-Revision ID: b728689f45b1
-Revises: 689433b0d8de
-Create Date: 2026-03-23 12:36:26.607305
-
-"""
-
-from alembic import op
-
-
-# revision identifiers, used by Alembic.
-revision = "b728689f45b1"
-down_revision = "689433b0d8de"
-branch_labels = None
-depends_on = None
-
-
-def upgrade() -> None:
-    op.alter_column("persona", "is_visible", new_column_name="is_listed")
-    op.alter_column("persona", "featured", new_column_name="is_featured")
-
-
-def downgrade() -> None:
-    op.alter_column("persona", "is_listed", new_column_name="is_visible")
-    op.alter_column("persona", "is_featured", new_column_name="featured")

backend/alembic/versions/e7f8a9b0c1d2_create_anonymous_user.py

@@ -36,56 +36,6 @@ TABLES_WITH_USER_ID = [
 ]
 
 
-def _dedupe_null_notifications(connection: sa.Connection) -> None:
-    # Multiple NULL-owned notifications can exist because the unique index treats
-    # NULL user_id values as distinct. Before migrating them to the anonymous
-    # user, collapse duplicates and remove rows that would conflict with an
-    # already-existing anonymous notification.
-    result = connection.execute(
-        sa.text(
-            """
-            WITH ranked_null_notifications AS (
-                SELECT
-                    id,
-                    ROW_NUMBER() OVER (
-                        PARTITION BY notif_type, COALESCE(additional_data, '{}'::jsonb)
-                        ORDER BY first_shown DESC, last_shown DESC, id DESC
-                    ) AS row_num
-                FROM notification
-                WHERE user_id IS NULL
-            )
-            DELETE FROM notification
-            WHERE id IN (
-                SELECT id
-                FROM ranked_null_notifications
-                WHERE row_num > 1
-            )
-            """
-        )
-    )
-    if result.rowcount > 0:
-        print(f"Deleted {result.rowcount} duplicate NULL-owned notifications")
-
-    result = connection.execute(
-        sa.text(
-            """
-            DELETE FROM notification AS null_owned
-            USING notification AS anonymous_owned
-            WHERE null_owned.user_id IS NULL
-              AND anonymous_owned.user_id = :user_id
-              AND null_owned.notif_type = anonymous_owned.notif_type
-              AND COALESCE(null_owned.additional_data, '{}'::jsonb) =
-                  COALESCE(anonymous_owned.additional_data, '{}'::jsonb)
-            """
-        ),
-        {"user_id": ANONYMOUS_USER_UUID},
-    )
-    if result.rowcount > 0:
-        print(
-            f"Deleted {result.rowcount} NULL-owned notifications that conflict with existing anonymous-owned notifications"
-        )
-
-
 def upgrade() -> None:
     """
     Create the anonymous user for anonymous access feature.
@@ -115,12 +65,7 @@ def upgrade() -> None:
 
     # Migrate any remaining user_id=NULL records to anonymous user
     for table in TABLES_WITH_USER_ID:
-        # Dedup notifications outside the savepoint so deletions persist
-        # even if the subsequent UPDATE rolls back
-        if table == "notification":
-            _dedupe_null_notifications(connection)
-
-        with connection.begin_nested():
+        try:
             # Exclude public credential (id=0) which must remain user_id=NULL
             # Exclude builtin tools (in_code_tool_id IS NOT NULL) which must remain user_id=NULL
             # Exclude builtin personas (builtin_persona=True) which must remain user_id=NULL
@@ -135,7 +80,6 @@ def upgrade() -> None:
                 condition = "user_id IS NULL AND is_public = false"
             else:
                 condition = "user_id IS NULL"
-
             result = connection.execute(
                 sa.text(
                     f"""
@@ -148,19 +92,19 @@ def upgrade() -> None:
             )
             if result.rowcount > 0:
                 print(f"Updated {result.rowcount} rows in {table} to anonymous user")
+        except Exception as e:
+            print(f"Skipping {table}: {e}")
 
 
 def downgrade() -> None:
     """
     Set anonymous user's records back to NULL and delete the anonymous user.
-
-    Note: Duplicate NULL-owned notifications removed during upgrade are not restored.
     """
     connection = op.get_bind()
 
     # Set records back to NULL
     for table in TABLES_WITH_USER_ID:
-        with connection.begin_nested():
+        try:
             connection.execute(
                 sa.text(
                     f"""
@@ -171,6 +115,8 @@ def downgrade() -> None:
                 ),
                 {"user_id": ANONYMOUS_USER_UUID},
             )
+        except Exception:
+            pass
 
     # Delete the anonymous user
     connection.execute(

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

@@ -157,11 +157,7 @@ def fetch_logo_helper(db_session: Session) -> Response:  # noqa: ARG001
             detail="No logo file found",
         )
     else:
-        return Response(
-            content=onyx_file.data,
-            media_type=onyx_file.mime_type,
-            headers={"Cache-Control": "no-cache"},
-        )
+        return Response(content=onyx_file.data, media_type=onyx_file.mime_type)
 
 
 def fetch_logotype_helper(db_session: Session) -> Response:  # noqa: ARG001

backend/ee/onyx/server/seeding.py

@@ -178,7 +178,7 @@ def _seed_personas(db_session: Session, personas: list[PersonaUpsertRequest]) ->
                     system_prompt=persona.system_prompt,
                     task_prompt=persona.task_prompt,
                     datetime_aware=persona.datetime_aware,
-                    is_featured=persona.is_featured,
+                    featured=persona.featured,
                     commit=False,
                 )
             db_session.commit()

backend/ee/onyx/utils/posthog_client.py

@@ -80,45 +80,15 @@ def capture_and_sync_with_alternate_posthog(
         logger.error(f"Error identifying cloud posthog user: {e}")
 
 
-def alias_user(distinct_id: str, anonymous_id: str) -> None:
-    """Link an anonymous distinct_id to an identified user, merging person profiles.
-
-    No-ops when the IDs match (e.g. returning users whose PostHog cookie
-    already contains their identified user ID).
-    """
-    if not posthog or anonymous_id == distinct_id:
-        return
-
-    try:
-        posthog.alias(previous_id=anonymous_id, distinct_id=distinct_id)
-        posthog.flush()
-    except Exception as e:
-        logger.error(f"Error aliasing PostHog user: {e}")
-
-
-def get_anon_id_from_request(request: Any) -> str | None:
-    """Extract the anonymous distinct_id from the app PostHog cookie on a request."""
-    if not POSTHOG_API_KEY:
-        return None
-
-    cookie_name = f"ph_{POSTHOG_API_KEY}_posthog"
-    if (cookie_value := request.cookies.get(cookie_name)) and (
-        parsed := parse_posthog_cookie(cookie_value)
-    ):
-        return parsed.get("distinct_id")
-
-    return None
-
-
 def get_marketing_posthog_cookie_name() -> str | None:
     if not MARKETING_POSTHOG_API_KEY:
         return None
     return f"onyx_custom_ph_{MARKETING_POSTHOG_API_KEY}_posthog"
 
 
-def parse_posthog_cookie(cookie_value: str) -> dict[str, Any] | None:
+def parse_marketing_cookie(cookie_value: str) -> dict[str, Any] | None:
     """
-    Parse a URL-encoded JSON PostHog cookie
+    Parse the URL-encoded JSON marketing cookie.
 
     Expected format (URL-encoded):
     {"distinct_id":"...", "featureFlags":{"landing_page_variant":"..."}, ...}
@@ -132,7 +102,7 @@ def parse_posthog_cookie(cookie_value: str) -> dict[str, Any] | None:
         cookie_data = json.loads(decoded_cookie)
 
         distinct_id = cookie_data.get("distinct_id")
-        if not distinct_id or not isinstance(distinct_id, str):
+        if not distinct_id:
             return None
 
         return cookie_data

backend/onyx/auth/users.py

@@ -135,8 +135,6 @@ from onyx.redis.redis_pool import retrieve_ws_token_data
 from onyx.server.settings.store import load_settings
 from onyx.server.utils import BasicAuthenticationError
 from onyx.utils.logger import setup_logger
-from onyx.utils.telemetry import mt_cloud_alias
-from onyx.utils.telemetry import mt_cloud_get_anon_id
 from onyx.utils.telemetry import mt_cloud_identify
 from onyx.utils.telemetry import mt_cloud_telemetry
 from onyx.utils.telemetry import optional_telemetry
@@ -253,12 +251,18 @@ def verify_email_is_invited(email: str) -> None:
     whitelist = get_invited_users()
 
     if not email:
-        raise OnyxError(OnyxErrorCode.INVALID_INPUT, "Email must be specified")
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail={"reason": "Email must be specified"},
+        )
 
     try:
         email_info = validate_email(email, check_deliverability=False)
     except EmailUndeliverableError:
-        raise OnyxError(OnyxErrorCode.INVALID_INPUT, "Email is not valid")
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail={"reason": "Email is not valid"},
+        )
 
     for email_whitelist in whitelist:
         try:
@@ -275,9 +279,12 @@ def verify_email_is_invited(email: str) -> None:
         if email_info.normalized.lower() == email_info_whitelist.normalized.lower():
             return
 
-    raise OnyxError(
-        OnyxErrorCode.UNAUTHORIZED,
-        "This workspace is invite-only. Please ask your admin to invite you.",
+    raise HTTPException(
+        status_code=status.HTTP_403_FORBIDDEN,
+        detail={
+            "code": REGISTER_INVITE_ONLY_CODE,
+            "reason": "This workspace is invite-only. Please ask your admin to invite you.",
+        },
     )
 
 
@@ -287,47 +294,48 @@ def verify_email_in_whitelist(email: str, tenant_id: str) -> None:
             verify_email_is_invited(email)
 
 
-def verify_email_domain(email: str, *, is_registration: bool = False) -> None:
+def verify_email_domain(email: str) -> None:
     if email.count("@") != 1:
-        raise OnyxError(OnyxErrorCode.INVALID_INPUT, "Email is not valid")
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail="Email is not valid",
+        )
 
     local_part, domain = email.split("@")
     domain = domain.lower()
-    local_part = local_part.lower()
 
     if AUTH_TYPE == AuthType.CLOUD:
         # Normalize googlemail.com to gmail.com (they deliver to the same inbox)
         if domain == "googlemail.com":
-            raise OnyxError(
-                OnyxErrorCode.INVALID_INPUT,
-                "Please use @gmail.com instead of @googlemail.com.",
-            )
-
-        # Only block dotted Gmail on new signups — existing users must still be
-        # able to sign in with the address they originally registered with.
-        if is_registration and domain == "gmail.com" and "." in local_part:
-            raise OnyxError(
-                OnyxErrorCode.INVALID_INPUT,
-                "Gmail addresses with '.' are not allowed. Please use your base email address.",
+            raise HTTPException(
+                status_code=status.HTTP_400_BAD_REQUEST,
+                detail={"reason": "Please use @gmail.com instead of @googlemail.com."},
             )
 
         if "+" in local_part and domain != "onyx.app":
-            raise OnyxError(
-                OnyxErrorCode.INVALID_INPUT,
-                "Email addresses with '+' are not allowed. Please use your base email address.",
+            raise HTTPException(
+                status_code=status.HTTP_400_BAD_REQUEST,
+                detail={
+                    "reason": "Email addresses with '+' are not allowed. Please use your base email address."
+                },
             )
 
     # Check if email uses a disposable/temporary domain
     if is_disposable_email(email):
-        raise OnyxError(
-            OnyxErrorCode.INVALID_INPUT,
-            "Disposable email addresses are not allowed. Please use a permanent email address.",
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail={
+                "reason": "Disposable email addresses are not allowed. Please use a permanent email address."
+            },
         )
 
     # Check domain whitelist if configured
     if VALID_EMAIL_DOMAINS:
         if domain not in VALID_EMAIL_DOMAINS:
-            raise OnyxError(OnyxErrorCode.INVALID_INPUT, "Email domain is not valid")
+            raise HTTPException(
+                status_code=status.HTTP_400_BAD_REQUEST,
+                detail="Email domain is not valid",
+            )
 
 
 def enforce_seat_limit(db_session: Session, seats_needed: int = 1) -> None:
@@ -343,7 +351,7 @@ def enforce_seat_limit(db_session: Session, seats_needed: int = 1) -> None:
     )(db_session, seats_needed=seats_needed)
 
     if result is not None and not result.available:
-        raise OnyxError(OnyxErrorCode.SEAT_LIMIT_EXCEEDED, result.error_message)
+        raise HTTPException(status_code=402, detail=result.error_message)
 
 
 class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
@@ -396,7 +404,10 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
                     captcha_token or "", expected_action="signup"
                 )
             except CaptchaVerificationError as e:
-                raise OnyxError(OnyxErrorCode.INVALID_INPUT, str(e))
+                raise HTTPException(
+                    status_code=status.HTTP_400_BAD_REQUEST,
+                    detail={"reason": str(e)},
+                )
 
         # We verify the password here to make sure it's valid before we proceed
         await self.validate_password(
@@ -406,10 +417,13 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
         # Check for disposable emails BEFORE provisioning tenant
         # This prevents creating tenants for throwaway email addresses
         try:
-            verify_email_domain(user_create.email, is_registration=True)
-        except OnyxError as e:
+            verify_email_domain(user_create.email)
+        except HTTPException as e:
             # Log blocked disposable email attempts
-            if "Disposable email" in e.detail:
+            if (
+                e.status_code == status.HTTP_400_BAD_REQUEST
+                and "Disposable email" in str(e.detail)
+            ):
                 domain = (
                     user_create.email.split("@")[-1]
                     if "@" in user_create.email
@@ -553,9 +567,9 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
         result = await db_session.execute(
             select(Persona.id)
             .where(
-                Persona.is_featured.is_(True),
+                Persona.featured.is_(True),
                 Persona.is_public.is_(True),
-                Persona.is_listed.is_(True),
+                Persona.is_visible.is_(True),
                 Persona.deleted.is_(False),
             )
             .order_by(
@@ -683,8 +697,6 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
                         raise exceptions.UserNotExists()
 
                 except exceptions.UserNotExists:
-                    verify_email_domain(account_email, is_registration=True)
-
                     # Check seat availability before creating (single-tenant only)
                     with get_session_with_current_tenant() as sync_db:
                         enforce_seat_limit(sync_db)
@@ -783,12 +795,6 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
             logger.exception("Error deleting anonymous user cookie")
 
         tenant_id = CURRENT_TENANT_ID_CONTEXTVAR.get()
-
-        # Link the anonymous PostHog session to the identified user so that
-        # pre-login session recordings and events merge into one person profile.
-        if anon_id := mt_cloud_get_anon_id(request):
-            mt_cloud_alias(distinct_id=str(user.id), anonymous_id=anon_id)
-
         mt_cloud_identify(
             distinct_id=str(user.id),
             properties={"email": user.email, "tenant_id": tenant_id},
@@ -812,11 +818,6 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
             user_count = await get_user_count()
             logger.debug(f"Current tenant user count: {user_count}")
 
-            # Link the anonymous PostHog session to the identified user so
-            # that pre-signup session recordings merge into one person profile.
-            if anon_id := mt_cloud_get_anon_id(request):
-                mt_cloud_alias(distinct_id=str(user.id), anonymous_id=anon_id)
-
             # Ensure a PostHog person profile exists for this user.
             mt_cloud_identify(
                 distinct_id=str(user.id),
@@ -845,9 +846,9 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
             attribute="get_marketing_posthog_cookie_name",
             noop_return_value=None,
         )
-        parse_posthog_cookie = fetch_ee_implementation_or_noop(
+        parse_marketing_cookie = fetch_ee_implementation_or_noop(
             module="onyx.utils.posthog_client",
-            attribute="parse_posthog_cookie",
+            attribute="parse_marketing_cookie",
             noop_return_value=None,
         )
         capture_and_sync_with_alternate_posthog = fetch_ee_implementation_or_noop(
@@ -861,7 +862,7 @@ class UserManager(UUIDIDMixin, BaseUserManager[User, uuid.UUID]):
             and user_count is not None
             and (marketing_cookie_name := get_marketing_posthog_cookie_name())
             and (marketing_cookie_value := request.cookies.get(marketing_cookie_name))
-            and (parsed_cookie := parse_posthog_cookie(marketing_cookie_value))
+            and (parsed_cookie := parse_marketing_cookie(marketing_cookie_value))
         ):
             marketing_anonymous_id = parsed_cookie["distinct_id"]
 

backend/onyx/chat/models.py

@@ -177,8 +177,8 @@ class ExtractedContextFiles(BaseModel):
 class SearchParams(BaseModel):
     """Resolved search filter IDs and search-tool usage for a chat turn."""
 
-    project_id_filter: int | None
-    persona_id_filter: int | None
+    search_project_id: int | None
+    search_persona_id: int | None
     search_usage: SearchToolUsage
 
 

backend/onyx/chat/process_message.py

@@ -399,13 +399,13 @@ def determine_search_params(
     """
     is_custom_persona = persona_id != DEFAULT_PERSONA_ID
 
-    project_id_filter: int | None = None
-    persona_id_filter: int | None = None
+    search_project_id: int | None = None
+    search_persona_id: int | None = None
     if extracted_context_files.use_as_search_filter:
         if is_custom_persona:
-            persona_id_filter = persona_id
+            search_persona_id = persona_id
         else:
-            project_id_filter = project_id
+            search_project_id = project_id
 
     search_usage = SearchToolUsage.AUTO
     if not is_custom_persona and project_id:
@@ -418,8 +418,8 @@ def determine_search_params(
             search_usage = SearchToolUsage.DISABLED
 
     return SearchParams(
-        project_id_filter=project_id_filter,
-        persona_id_filter=persona_id_filter,
+        search_project_id=search_project_id,
+        search_persona_id=search_persona_id,
         search_usage=search_usage,
     )
 
@@ -711,8 +711,8 @@ def handle_stream_message_objects(
             llm=llm,
             search_tool_config=SearchToolConfig(
                 user_selected_filters=new_msg_req.internal_search_filters,
-                project_id_filter=search_params.project_id_filter,
-                persona_id_filter=search_params.persona_id_filter,
+                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(

backend/onyx/connectors/web/connector.py

@@ -88,9 +88,8 @@ WEB_CONNECTOR_MAX_SCROLL_ATTEMPTS = 20
 IFRAME_TEXT_LENGTH_THRESHOLD = 700
 # Message indicating JavaScript is disabled, which often appears when scraping fails
 JAVASCRIPT_DISABLED_MESSAGE = "You have JavaScript disabled in your browser"
-# Grace period after page navigation to allow bot-detection challenges
-# and SPA content rendering to complete
-PAGE_RENDER_TIMEOUT_MS = 5000
+# Grace period after page navigation to allow bot-detection challenges to complete
+BOT_DETECTION_GRACE_PERIOD_MS = 5000
 
 # Define common headers that mimic a real browser
 DEFAULT_USER_AGENT = "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/123.0.0.0 Safari/537.36"
@@ -548,15 +547,7 @@ class WebConnector(LoadConnector):
             )
             # Give the page a moment to start rendering after navigation commits.
             # Allows CloudFlare and other bot-detection challenges to complete.
-            page.wait_for_timeout(PAGE_RENDER_TIMEOUT_MS)
-
-            # Wait for network activity to settle so SPAs that fetch content
-            # asynchronously after the initial JS bundle have time to render.
-            try:
-                # A bit of extra time to account for long-polling, websockets, etc.
-                page.wait_for_load_state("networkidle", timeout=PAGE_RENDER_TIMEOUT_MS)
-            except TimeoutError:
-                pass
+            page.wait_for_timeout(BOT_DETECTION_GRACE_PERIOD_MS)
 
             last_modified = (
                 page_response.header_value("Last-Modified") if page_response else None
@@ -585,7 +576,7 @@ class WebConnector(LoadConnector):
                     # (e.g., CloudFlare protection keeps making requests)
                     try:
                         page.wait_for_load_state(
-                            "networkidle", timeout=PAGE_RENDER_TIMEOUT_MS
+                            "networkidle", timeout=BOT_DETECTION_GRACE_PERIOD_MS
                         )
                     except TimeoutError:
                         # If networkidle times out, just give it a moment for content to render

backend/onyx/context/search/models.py

@@ -2,6 +2,7 @@ from collections.abc import Sequence
 from datetime import datetime
 from enum import Enum
 from typing import Any
+from uuid import UUID
 
 from pydantic import BaseModel
 from pydantic import Field
@@ -69,13 +70,9 @@ class BaseFilters(BaseModel):
 
 
 class UserFileFilters(BaseModel):
-    # Scopes search to user files tagged with a given project/persona in Vespa.
-    # These are NOT simply the IDs of the current project or persona — they are
-    # only set when the persona's/project's user files overflowed the LLM
-    # context window and must be searched via vector DB instead of being loaded
-    # directly into the prompt.
-    project_id_filter: int | None = None
-    persona_id_filter: int | None = None
+    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

@@ -1,5 +1,6 @@
 from collections import defaultdict
 from datetime import datetime
+from uuid import UUID
 
 from sqlalchemy.orm import Session
 
@@ -38,8 +39,9 @@ logger = setup_logger()
 def _build_index_filters(
     user_provided_filters: BaseFilters | None,
     user: User,  # Used for ACLs, anonymous users only see public docs
-    project_id_filter: int | None,
-    persona_id_filter: int | None,
+    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,
     db_session: Session | None = None,
@@ -95,6 +97,16 @@ def _build_index_filters(
     if not source_filter and detected_source_filter:
         source_filter = detected_source_filter
 
+    # CRITICAL FIX: If user_file_ids are present, we must ensure "user_file"
+    # source type is included in the filter, otherwise user files will be excluded!
+    if user_file_ids and source_filter:
+        from onyx.configs.constants import DocumentSource
+
+        # Add user_file to the source filter if not already present
+        if DocumentSource.USER_FILE not in source_filter:
+            source_filter = list(source_filter) + [DocumentSource.USER_FILE]
+            logger.debug("Added USER_FILE to source_filter for user knowledge search")
+
     if bypass_acl:
         user_acl_filters = None
     elif acl_filters is not None:
@@ -105,8 +117,9 @@ def _build_index_filters(
         user_acl_filters = build_access_filters_for_user(user, db_session)
 
     final_filters = IndexFilters(
-        project_id_filter=project_id_filter,
-        persona_id_filter=persona_id_filter,
+        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,
@@ -252,16 +265,19 @@ def search_pipeline(
     db_session: Session | None = None,
     auto_detect_filters: bool = False,
     llm: LLM | None = None,
-    # Vespa metadata filters for overflowing user files.  NOT the raw IDs
-    # of the current project/persona — only set when user files couldn't fit
-    # in the LLM context and need to be searched via vector DB.
-    project_id_filter: int | None = None,
-    persona_id_filter: int | 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,
     prefetched_federated_retrieval_infos: list[FederatedRetrievalInfo] | None = None,
 ) -> list[InferenceChunk]:
+    user_uploaded_persona_files: list[UUID] | None = (
+        [user_file.id for user_file in persona.user_files] if persona else None
+    )
+
     persona_document_sets: list[str] | None = (
         [persona_document_set.name for persona_document_set in persona.document_sets]
         if persona
@@ -286,8 +302,9 @@ def search_pipeline(
     filters = _build_index_filters(
         user_provided_filters=chunk_search_request.user_selected_filters,
         user=user,
-        project_id_filter=project_id_filter,
-        persona_id_filter=persona_id_filter,
+        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,
         db_session=db_session,

backend/onyx/context/search/retrieval/search_runner.py

@@ -110,6 +110,7 @@ def search_chunks(
             user_id=user_id,
             source_types=list(source_filters) if source_filters else None,
             document_set_names=query_request.filters.document_set,
+            user_file_ids=query_request.filters.user_file_ids,
         )
 
     federated_sources = set(

backend/onyx/db/index_attempt.py

@@ -583,67 +583,6 @@ def get_latest_index_attempt_for_cc_pair_id(
     return db_session.execute(stmt).scalar_one_or_none()
 
 
-def get_latest_successful_index_attempt_for_cc_pair_id(
-    db_session: Session,
-    connector_credential_pair_id: int,
-    secondary_index: bool = False,
-) -> IndexAttempt | None:
-    """Returns the most recent successful index attempt for the given cc pair,
-    filtered to the current (or future) search settings.
-    Uses MAX(id) semantics to match get_latest_index_attempts_by_status."""
-    status = IndexModelStatus.FUTURE if secondary_index else IndexModelStatus.PRESENT
-    stmt = (
-        select(IndexAttempt)
-        .where(
-            IndexAttempt.connector_credential_pair_id == connector_credential_pair_id,
-            IndexAttempt.status.in_(
-                [IndexingStatus.SUCCESS, IndexingStatus.COMPLETED_WITH_ERRORS]
-            ),
-        )
-        .join(SearchSettings)
-        .where(SearchSettings.status == status)
-        .order_by(desc(IndexAttempt.id))
-        .limit(1)
-    )
-    return db_session.execute(stmt).scalar_one_or_none()
-
-
-def get_latest_successful_index_attempts_parallel(
-    secondary_index: bool = False,
-) -> Sequence[IndexAttempt]:
-    """Batch version: returns the latest successful index attempt per cc pair.
-    Covers both SUCCESS and COMPLETED_WITH_ERRORS (matching is_successful())."""
-    model_status = (
-        IndexModelStatus.FUTURE if secondary_index else IndexModelStatus.PRESENT
-    )
-    with get_session_with_current_tenant() as db_session:
-        latest_ids = (
-            select(
-                IndexAttempt.connector_credential_pair_id,
-                func.max(IndexAttempt.id).label("max_id"),
-            )
-            .join(SearchSettings, IndexAttempt.search_settings_id == SearchSettings.id)
-            .where(
-                SearchSettings.status == model_status,
-                IndexAttempt.status.in_(
-                    [IndexingStatus.SUCCESS, IndexingStatus.COMPLETED_WITH_ERRORS]
-                ),
-            )
-            .group_by(IndexAttempt.connector_credential_pair_id)
-            .subquery()
-        )
-
-        stmt = select(IndexAttempt).join(
-            latest_ids,
-            (
-                IndexAttempt.connector_credential_pair_id
-                == latest_ids.c.connector_credential_pair_id
-            )
-            & (IndexAttempt.id == latest_ids.c.max_id),
-        )
-        return db_session.execute(stmt).scalars().all()
-
-
 def count_index_attempts_for_cc_pair(
     db_session: Session,
     cc_pair_id: int,

backend/onyx/db/models.py

@@ -3467,9 +3467,9 @@ class Persona(Base):
     builtin_persona: Mapped[bool] = mapped_column(Boolean, default=False)
 
     # Featured personas are highlighted in the UI
-    is_featured: Mapped[bool] = mapped_column(Boolean, default=False)
-    # controls whether the persona is listed in user-facing agent lists
-    is_listed: Mapped[bool] = mapped_column(Boolean, default=True)
+    featured: Mapped[bool] = mapped_column(Boolean, default=False)
+    # controls whether the persona is available to be selected by users
+    is_visible: Mapped[bool] = mapped_column(Boolean, default=True)
     # controls the ordering of personas in the UI
     # higher priority personas are displayed first, ties are resolved by the ID,
     # where lower value IDs (e.g. created earlier) are displayed first

backend/onyx/db/persona.py

@@ -126,7 +126,7 @@ def _add_user_filters(
     else:
         # Group the public persona conditions
         public_condition = (Persona.is_public == True) & (  # noqa: E712
-            Persona.is_listed == True  # noqa: E712
+            Persona.is_visible == True  # noqa: E712
         )
 
         where_clause |= public_condition
@@ -260,7 +260,7 @@ def create_update_persona(
 
     try:
         # Featured persona validation
-        if create_persona_request.is_featured:
+        if create_persona_request.featured:
             # Curators can edit featured personas, but not make them
             # TODO this will be reworked soon with RBAC permissions feature
             if user.role == UserRole.CURATOR or user.role == UserRole.GLOBAL_CURATOR:
@@ -300,7 +300,7 @@ def create_update_persona(
             remove_image=create_persona_request.remove_image,
             search_start_date=create_persona_request.search_start_date,
             label_ids=create_persona_request.label_ids,
-            is_featured=create_persona_request.is_featured,
+            featured=create_persona_request.featured,
             user_file_ids=converted_user_file_ids,
             commit=False,
             hierarchy_node_ids=create_persona_request.hierarchy_node_ids,
@@ -910,11 +910,11 @@ def upsert_persona(
     uploaded_image_id: str | None = None,
     icon_name: str | None = None,
     display_priority: int | None = None,
-    is_listed: bool = True,
+    is_visible: bool = True,
     remove_image: bool | None = None,
     search_start_date: datetime | None = None,
     builtin_persona: bool = False,
-    is_featured: bool | None = None,
+    featured: bool | None = None,
     label_ids: list[int] | None = None,
     user_file_ids: list[UUID] | None = None,
     hierarchy_node_ids: list[int] | None = None,
@@ -1037,13 +1037,13 @@ def upsert_persona(
         if remove_image or uploaded_image_id:
             existing_persona.uploaded_image_id = uploaded_image_id
         existing_persona.icon_name = icon_name
-        existing_persona.is_listed = is_listed
+        existing_persona.is_visible = is_visible
         existing_persona.search_start_date = search_start_date
         if label_ids is not None:
             existing_persona.labels.clear()
             existing_persona.labels = labels or []
-        existing_persona.is_featured = (
-            is_featured if is_featured is not None else existing_persona.is_featured
+        existing_persona.featured = (
+            featured if featured is not None else existing_persona.featured
         )
         # Update embedded prompt fields if provided
         if system_prompt is not None:
@@ -1109,9 +1109,9 @@ def upsert_persona(
             uploaded_image_id=uploaded_image_id,
             icon_name=icon_name,
             display_priority=display_priority,
-            is_listed=is_listed,
+            is_visible=is_visible,
             search_start_date=search_start_date,
-            is_featured=(is_featured if is_featured is not None else False),
+            featured=(featured if featured is not None else False),
             user_files=user_files or [],
             labels=labels or [],
             hierarchy_nodes=hierarchy_nodes or [],
@@ -1158,7 +1158,7 @@ def delete_old_default_personas(
 
 def update_persona_featured(
     persona_id: int,
-    is_featured: bool,
+    featured: bool,
     db_session: Session,
     user: User,
 ) -> None:
@@ -1166,13 +1166,13 @@ def update_persona_featured(
         db_session=db_session, persona_id=persona_id, user=user, get_editable=True
     )
 
-    persona.is_featured = is_featured
+    persona.featured = featured
     db_session.commit()
 
 
 def update_persona_visibility(
     persona_id: int,
-    is_listed: bool,
+    is_visible: bool,
     db_session: Session,
     user: User,
 ) -> None:
@@ -1180,7 +1180,7 @@ def update_persona_visibility(
         db_session=db_session, persona_id=persona_id, user=user, get_editable=True
     )
 
-    persona.is_listed = is_listed
+    persona.is_visible = is_visible
     db_session.commit()
 
 

backend/onyx/db/slack_channel_config.py

@@ -75,7 +75,7 @@ def create_slack_channel_persona(
         llm_model_version_override=None,
         starter_messages=None,
         is_public=True,
-        is_featured=False,
+        featured=False,
         db_session=db_session,
         commit=False,
     )

backend/onyx/document_index/FILTER_SEMANTICS.md

@@ -10,8 +10,8 @@ How `IndexFilters` fields combine into the final query filter. Applies to both V
 | **Tenant** | `tenant_id` | AND (multi-tenant only) |
 | **ACL** | `access_control_list` | OR within, AND with rest |
 | **Narrowing** | `source_type`, `tags`, `time_cutoff` | Each OR within, AND with rest |
-| **Knowledge scope** | `document_set`, `attached_document_ids`, `hierarchy_node_ids`, `persona_id_filter` | OR within group, AND with rest |
-| **Additive scope** | `project_id_filter` | OR'd into knowledge scope **only when** a knowledge scope filter already exists |
+| **Knowledge scope** | `document_set`, `user_file_ids`, `attached_document_ids`, `hierarchy_node_ids` | OR within group, AND with rest |
+| **Additive scope** | `project_id`, `persona_id` | OR'd into knowledge scope **only when** a knowledge scope filter already exists |
 
 ## How filters combine
 
@@ -31,22 +31,12 @@ AND time >= cutoff                      -- if set
 
 The knowledge scope filter controls **what knowledge an assistant can access**.
 
-### Primary vs additive triggers
-
-- **`persona_id_filter`** is a **primary** trigger. A persona with user files IS explicit
-  knowledge, so `persona_id_filter` alone can start a knowledge scope. Note: this is
-  NOT the raw ID of the persona being used — it is only set when the persona's
-  user files overflowed the LLM context window.
-- **`project_id_filter`** is **additive**. It widens an existing scope to include project
-  files but never restricts on its own — a chat inside a project should still search
-  team knowledge when no other knowledge is attached.
-
 ### No explicit knowledge attached
 
-When `document_set`, `attached_document_ids`, `hierarchy_node_ids`, and `persona_id_filter` are all empty/None:
+When `document_set`, `user_file_ids`, `attached_document_ids`, and `hierarchy_node_ids` are all empty/None:
 
 - **No knowledge scope filter is applied.** The assistant can see everything (subject to ACL).
-- `project_id_filter` is ignored — it never restricts on its own.
+- `project_id` and `persona_id` are ignored — they never restrict on their own.
 
 ### One explicit knowledge type
 
@@ -54,40 +44,39 @@ When `document_set`, `attached_document_ids`, `hierarchy_node_ids`, and `persona
 -- Only document sets
 AND (document_sets contains "Engineering" OR document_sets contains "Legal")
 
--- Only persona user files (overflowed context)
-AND (personas contains 42)
+-- Only user files
+AND (document_id = "uuid-1" OR document_id = "uuid-2")
 ```
 
 ### Multiple explicit knowledge types (OR'd)
 
 ```
--- Document sets + persona user files
+-- Document sets + user files
+AND (
+    document_sets contains "Engineering"
+    OR document_id = "uuid-1"
+)
+```
+
+### Explicit knowledge + overflowing user files
+
+When an explicit knowledge restriction is in effect **and** `project_id` or `persona_id` is set (user files overflowed the LLM context window), the additive scopes widen the filter:
+
+```
+-- Document sets + persona user files overflowed
 AND (
     document_sets contains "Engineering"
     OR personas contains 42
 )
-```
 
-### Explicit knowledge + overflowing project files
-
-When an explicit knowledge restriction is in effect **and** `project_id_filter` is set (project files overflowed the LLM context window), `project_id_filter` widens the filter:
-
-```
--- Document sets + project files overflowed
+-- User files + project files overflowed
 AND (
-    document_sets contains "Engineering"
-    OR user_project contains 7
-)
-
--- Persona user files + project files (won't happen in practice;
--- custom personas ignore project files per the precedence rule)
-AND (
-    personas contains 42
+    document_id = "uuid-1"
     OR user_project contains 7
 )
 ```
 
-### Only project_id_filter (no explicit knowledge)
+### Only project_id or persona_id (no explicit knowledge)
 
 No knowledge scope filter. The assistant searches everything.
 
@@ -102,10 +91,11 @@ AND (acl contains ...)
 | Filter field | Vespa field | Vespa type | Purpose |
 |---|---|---|---|
 | `document_set` | `document_sets` | `weightedset<string>` | Connector doc sets attached to assistant |
+| `user_file_ids` | `document_id` | `string` | User files uploaded to assistant |
 | `attached_document_ids` | `document_id` | `string` | Documents explicitly attached (OpenSearch only) |
 | `hierarchy_node_ids` | `ancestor_hierarchy_node_ids` | `array<int>` | Folder/space nodes (OpenSearch only) |
-| `persona_id_filter` | `personas` | `array<int>` | Persona tag for overflowing user files (**primary** trigger) |
-| `project_id_filter` | `user_project` | `array<int>` | Project tag for overflowing project files (**additive** only) |
+| `project_id` | `user_project` | `array<int>` | Project tag for overflowing user files |
+| `persona_id` | `personas` | `array<int>` | Persona tag for overflowing user files |
 | `access_control_list` | `access_control_list` | `weightedset<string>` | ACL entries for the requesting user |
 | `source_type` | `source_type` | `string` | Connector source type (e.g. `web`, `jira`) |
 | `tags` | `metadata_list` | `array<string>` | Document metadata tags |

backend/onyx/document_index/opensearch/search.py

@@ -3,6 +3,7 @@ from datetime import datetime
 from datetime import timedelta
 from datetime import timezone
 from typing import Any
+from uuid import UUID
 
 from onyx.configs.app_configs import DEFAULT_OPENSEARCH_QUERY_TIMEOUT_S
 from onyx.configs.app_configs import OPENSEARCH_EXPLAIN_ENABLED
@@ -218,8 +219,9 @@ class DocumentQuery:
             source_types=index_filters.source_type or [],
             tags=index_filters.tags or [],
             document_sets=index_filters.document_set or [],
-            project_id_filter=index_filters.project_id_filter,
-            persona_id_filter=index_filters.persona_id_filter,
+            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,
@@ -284,8 +286,9 @@ class DocumentQuery:
             source_types=[],
             tags=[],
             document_sets=[],
-            project_id_filter=None,
-            persona_id_filter=None,
+            user_file_ids=[],
+            project_id=None,
+            persona_id=None,
             time_cutoff=None,
             min_chunk_index=None,
             max_chunk_index=None,
@@ -353,8 +356,9 @@ class DocumentQuery:
             source_types=index_filters.source_type or [],
             tags=index_filters.tags or [],
             document_sets=index_filters.document_set or [],
-            project_id_filter=index_filters.project_id_filter,
-            persona_id_filter=index_filters.persona_id_filter,
+            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,
@@ -445,8 +449,9 @@ class DocumentQuery:
             source_types=index_filters.source_type or [],
             tags=index_filters.tags or [],
             document_sets=index_filters.document_set or [],
-            project_id_filter=index_filters.project_id_filter,
-            persona_id_filter=index_filters.persona_id_filter,
+            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,
@@ -524,8 +529,9 @@ class DocumentQuery:
             source_types=index_filters.source_type or [],
             tags=index_filters.tags or [],
             document_sets=index_filters.document_set or [],
-            project_id_filter=index_filters.project_id_filter,
-            persona_id_filter=index_filters.persona_id_filter,
+            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,
@@ -585,8 +591,9 @@ class DocumentQuery:
             source_types=index_filters.source_type or [],
             tags=index_filters.tags or [],
             document_sets=index_filters.document_set or [],
-            project_id_filter=index_filters.project_id_filter,
-            persona_id_filter=index_filters.persona_id_filter,
+            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,
@@ -817,8 +824,9 @@ class DocumentQuery:
         source_types: list[DocumentSource],
         tags: list[Tag],
         document_sets: list[str],
-        project_id_filter: int | None,
-        persona_id_filter: int | None,
+        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,
@@ -849,12 +857,12 @@ class DocumentQuery:
                 list corresponding to a tag will be retrieved.
             document_sets: If supplied, only documents with at least one
                 document set ID from this list will be retrieved.
-            project_id_filter: If not None, only documents with this project ID
-                in user projects will be retrieved. Additive — only applied
-                when a knowledge scope already exists.
-            persona_id_filter: If not None, only documents whose personas array
-                contains this persona ID will be retrieved. Primary — creates
-                a knowledge scope on its own.
+            user_file_ids: If supplied, only document IDs in this list will be
+                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
@@ -871,6 +879,10 @@ class DocumentQuery:
                 NOTE: See DocumentChunk.max_chunk_size.
             document_id: The document ID to retrieve. If None, no filter will be
                 applied for this. Defaults to None.
+                WARNING: This filters on the same property as user_file_ids.
+                Although it would never make sense to supply both, note that if
+                user_file_ids is supplied and does not contain document_id, no
+                matches will be retrieved.
             attached_document_ids: Document IDs explicitly attached to the
                 assistant. If provided along with hierarchy_node_ids, documents
                 matching EITHER criteria will be retrieved (OR logic).
@@ -931,6 +943,15 @@ class DocumentQuery:
                 )
             return document_set_filter
 
+        def _get_user_file_id_filter(user_file_ids: list[UUID]) -> dict[str, Any]:
+            # Logical OR operator on its elements.
+            user_file_id_filter: dict[str, Any] = {"bool": {"should": []}}
+            for user_file_id in user_file_ids:
+                user_file_id_filter["bool"]["should"].append(
+                    {"term": {DOCUMENT_ID_FIELD_NAME: {"value": str(user_file_id)}}}
+                )
+            return user_file_id_filter
+
         def _get_user_project_filter(project_id: int) -> dict[str, Any]:
             # Logical OR operator on its elements.
             user_project_filter: dict[str, Any] = {"bool": {"should": []}}
@@ -1031,17 +1052,14 @@ class DocumentQuery:
         # assistant can see. When none are set the assistant searches
         # everything.
         #
-        # persona_id_filter is a primary trigger — a persona with user files IS
-        # explicit knowledge, so it can start a knowledge scope on its own.
-        #
-        # project_id_filter is additive — it widens the scope to also cover
-        # overflowing project files but never restricts on its own (a chat
-        # inside a project should still search team knowledge).
+        # project_id / persona_id are additive: they make overflowing user files
+        # findable but must NOT trigger the restriction on their own (an agent
+        # with no explicit knowledge should search everything).
         has_knowledge_scope = (
             attached_document_ids
             or hierarchy_node_ids
+            or user_file_ids
             or document_sets
-            or persona_id_filter is not None
         )
 
         if has_knowledge_scope:
@@ -1056,17 +1074,23 @@ class DocumentQuery:
                 knowledge_filter["bool"]["should"].append(
                     _get_hierarchy_node_filter(hierarchy_node_ids)
                 )
+            if user_file_ids:
+                knowledge_filter["bool"]["should"].append(
+                    _get_user_file_id_filter(user_file_ids)
+                )
             if document_sets:
                 knowledge_filter["bool"]["should"].append(
                     _get_document_set_filter(document_sets)
                 )
-            if persona_id_filter is not None:
+            # Additive: widen scope to also cover overflowing user files, but
+            # only when an explicit restriction is already in effect.
+            if project_id is not None:
                 knowledge_filter["bool"]["should"].append(
-                    _get_persona_filter(persona_id_filter)
+                    _get_user_project_filter(project_id)
                 )
-            if project_id_filter is not None:
+            if persona_id is not None:
                 knowledge_filter["bool"]["should"].append(
-                    _get_user_project_filter(project_id_filter)
+                    _get_persona_filter(persona_id)
                 )
             filter_clauses.append(knowledge_filter)
 
@@ -1084,6 +1108,8 @@ class DocumentQuery:
             )
 
         if document_id is not None:
+            # WARNING: If user_file_ids has elements and if none of them are
+            # document_id, no matches will be retrieved.
             filter_clauses.append(
                 {"term": {DOCUMENT_ID_FIELD_NAME: {"value": document_id}}}
             )

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

@@ -199,29 +199,31 @@ def build_vespa_filters(
         ]
     _append(filter_parts, _build_or_filters(METADATA_LIST, tag_attributes))
 
-    # Knowledge scope: explicit knowledge attachments restrict what an
-    # assistant can see.  When none are set, the assistant can see
-    # everything.
+    # Knowledge scope: explicit knowledge attachments (document_sets,
+    # user_file_ids) restrict what an assistant can see.  When none are
+    # set, the assistant can see everything.
     #
-    # persona_id_filter is a primary trigger — a persona with user files IS
-    # explicit knowledge, so it can start a knowledge scope on its own.
-    #
-    # project_id_filter is additive — it widens the scope to also cover
-    # overflowing project files but never restricts on its own (a chat
-    # inside a project should still search team knowledge).
+    # project_id / persona_id are additive: they make overflowing user
+    # files findable in Vespa but must NOT trigger the restriction on
+    # their own (an agent with no explicit knowledge should search
+    # everything).
     knowledge_scope_parts: list[str] = []
 
     _append(
         knowledge_scope_parts, _build_or_filters(DOCUMENT_SETS, filters.document_set)
     )
-    _append(knowledge_scope_parts, _build_persona_filter(filters.persona_id_filter))
 
-    # project_id_filter only widens an existing scope.
+    user_file_ids_str = (
+        [str(uuid) for uuid in filters.user_file_ids] if filters.user_file_ids else None
+    )
+    _append(knowledge_scope_parts, _build_or_filters(DOCUMENT_ID, user_file_ids_str))
+
+    # Only include project/persona scopes when an explicit knowledge
+    # restriction is already in effect — they widen the scope to also
+    # cover overflowing user files but never restrict on their own.
     if knowledge_scope_parts:
-        _append(
-            knowledge_scope_parts,
-            _build_user_project_filter(filters.project_id_filter),
-        )
+        _append(knowledge_scope_parts, _build_user_project_filter(filters.project_id))
+        _append(knowledge_scope_parts, _build_persona_filter(filters.persona_id))
 
     if len(knowledge_scope_parts) > 1:
         filter_parts.append("(" + " or ".join(knowledge_scope_parts) + ")")

backend/onyx/federated_connectors/federated_retrieval.py

@@ -38,7 +38,17 @@ def get_federated_retrieval_functions(
     source_types: list[DocumentSource] | None,
     document_set_names: list[str] | None,
     slack_context: SlackContext | None = None,
+    user_file_ids: list[UUID] | None = None,
 ) -> list[FederatedRetrievalInfo]:
+    # When User Knowledge (user files) is the only knowledge source enabled,
+    # skip federated connectors entirely. User Knowledge mode means the agent
+    # should ONLY use uploaded files, not team connectors like Slack.
+    if user_file_ids and not document_set_names:
+        logger.debug(
+            "Skipping all federated connectors: User Knowledge mode enabled "
+            f"with {len(user_file_ids)} user files and no document sets"
+        )
+        return []
 
     # Check for Slack bot context first (regardless of user_id)
     if slack_context:

backend/onyx/server/documents/cc_pair.py

@@ -43,9 +43,6 @@ from onyx.db.index_attempt import count_index_attempt_errors_for_cc_pair
 from onyx.db.index_attempt import count_index_attempts_for_cc_pair
 from onyx.db.index_attempt import get_index_attempt_errors_for_cc_pair
 from onyx.db.index_attempt import get_latest_index_attempt_for_cc_pair_id
-from onyx.db.index_attempt import (
-    get_latest_successful_index_attempt_for_cc_pair_id,
-)
 from onyx.db.index_attempt import get_paginated_index_attempts_for_cc_pair_id
 from onyx.db.indexing_coordination import IndexingCoordination
 from onyx.db.models import IndexAttempt
@@ -193,11 +190,6 @@ def get_cc_pair_full_info(
         only_finished=False,
     )
 
-    latest_successful_attempt = get_latest_successful_index_attempt_for_cc_pair_id(
-        db_session=db_session,
-        connector_credential_pair_id=cc_pair_id,
-    )
-
     # Get latest permission sync attempt for status
     latest_permission_sync_attempt = None
     if cc_pair.access_type == AccessType.SYNC:
@@ -215,11 +207,6 @@ def get_cc_pair_full_info(
             cc_pair_id=cc_pair_id,
         ),
         last_index_attempt=latest_attempt,
-        last_successful_index_time=(
-            latest_successful_attempt.time_started
-            if latest_successful_attempt
-            else None
-        ),
         latest_deletion_attempt=get_deletion_attempt_snapshot(
             connector_id=cc_pair.connector_id,
             credential_id=cc_pair.credential_id,

backend/onyx/server/documents/connector.py

@@ -3,7 +3,6 @@ import math
 import mimetypes
 import os
 import zipfile
-from datetime import datetime
 from io import BytesIO
 from typing import Any
 from typing import cast
@@ -110,9 +109,6 @@ from onyx.db.federated import fetch_all_federated_connectors_parallel
 from onyx.db.index_attempt import get_index_attempts_for_cc_pair
 from onyx.db.index_attempt import get_latest_index_attempts_by_status
 from onyx.db.index_attempt import get_latest_index_attempts_parallel
-from onyx.db.index_attempt import (
-    get_latest_successful_index_attempts_parallel,
-)
 from onyx.db.models import ConnectorCredentialPair
 from onyx.db.models import FederatedConnector
 from onyx.db.models import IndexAttempt
@@ -1162,26 +1158,21 @@ def get_connector_indexing_status(
             ),
             (),
         ),
-        # Get most recent successful index attempts
-        (
-            lambda: get_latest_successful_index_attempts_parallel(
-                request.secondary_index,
-            ),
-            (),
-        ),
     ]
 
     if user and user.role == UserRole.ADMIN:
+        # For Admin users, we already got all the cc pair in editable_cc_pairs
+        # its not needed to get them again
         (
             editable_cc_pairs,
             federated_connectors,
             latest_index_attempts,
             latest_finished_index_attempts,
-            latest_successful_index_attempts,
         ) = run_functions_tuples_in_parallel(parallel_functions)
         non_editable_cc_pairs = []
     else:
         parallel_functions.append(
+            # Get non-editable connector/credential pairs
             (
                 lambda: get_connector_credential_pairs_for_user_parallel(
                     user, False, None, True, True, False, True, request.source
@@ -1195,7 +1186,6 @@ def get_connector_indexing_status(
             federated_connectors,
             latest_index_attempts,
             latest_finished_index_attempts,
-            latest_successful_index_attempts,
             non_editable_cc_pairs,
         ) = run_functions_tuples_in_parallel(parallel_functions)
 
@@ -1207,9 +1197,6 @@ def get_connector_indexing_status(
     latest_finished_index_attempts = cast(
         list[IndexAttempt], latest_finished_index_attempts
     )
-    latest_successful_index_attempts = cast(
-        list[IndexAttempt], latest_successful_index_attempts
-    )
 
     document_count_info = get_document_counts_for_all_cc_pairs(db_session)
 
@@ -1219,48 +1206,42 @@ def get_connector_indexing_status(
         for connector_id, credential_id, cnt in document_count_info
     }
 
-    def _attempt_lookup(
-        attempts: list[IndexAttempt],
-    ) -> dict[int, IndexAttempt]:
-        return {attempt.connector_credential_pair_id: attempt for attempt in attempts}
+    cc_pair_to_latest_index_attempt: dict[tuple[int, int], IndexAttempt] = {
+        (
+            attempt.connector_credential_pair.connector_id,
+            attempt.connector_credential_pair.credential_id,
+        ): attempt
+        for attempt in latest_index_attempts
+    }
 
-    cc_pair_to_latest_index_attempt = _attempt_lookup(latest_index_attempts)
-    cc_pair_to_latest_finished_index_attempt = _attempt_lookup(
-        latest_finished_index_attempts
-    )
-    cc_pair_to_latest_successful_index_attempt = _attempt_lookup(
-        latest_successful_index_attempts
-    )
+    cc_pair_to_latest_finished_index_attempt: dict[tuple[int, int], IndexAttempt] = {
+        (
+            attempt.connector_credential_pair.connector_id,
+            attempt.connector_credential_pair.credential_id,
+        ): attempt
+        for attempt in latest_finished_index_attempts
+    }
 
     def build_connector_indexing_status(
         cc_pair: ConnectorCredentialPair,
         is_editable: bool,
     ) -> ConnectorIndexingStatusLite | None:
+        # TODO remove this to enable ingestion API
         if cc_pair.name == "DefaultCCPair":
             return None
 
-        latest_attempt = cc_pair_to_latest_index_attempt.get(cc_pair.id)
-        latest_finished_attempt = cc_pair_to_latest_finished_index_attempt.get(
-            cc_pair.id
+        latest_attempt = cc_pair_to_latest_index_attempt.get(
+            (cc_pair.connector_id, cc_pair.credential_id)
         )
-        latest_successful_attempt = cc_pair_to_latest_successful_index_attempt.get(
-            cc_pair.id
+        latest_finished_attempt = cc_pair_to_latest_finished_index_attempt.get(
+            (cc_pair.connector_id, cc_pair.credential_id)
         )
         doc_count = cc_pair_to_document_cnt.get(
             (cc_pair.connector_id, cc_pair.credential_id), 0
         )
 
         return _get_connector_indexing_status_lite(
-            cc_pair,
-            latest_attempt,
-            latest_finished_attempt,
-            (
-                latest_successful_attempt.time_started
-                if latest_successful_attempt
-                else None
-            ),
-            is_editable,
-            doc_count,
+            cc_pair, latest_attempt, latest_finished_attempt, is_editable, doc_count
         )
 
     # Process editable cc_pairs
@@ -1421,7 +1402,6 @@ def _get_connector_indexing_status_lite(
     cc_pair: ConnectorCredentialPair,
     latest_index_attempt: IndexAttempt | None,
     latest_finished_index_attempt: IndexAttempt | None,
-    last_successful_index_time: datetime | None,
     is_editable: bool,
     document_cnt: int,
 ) -> ConnectorIndexingStatusLite | None:
@@ -1455,7 +1435,7 @@ def _get_connector_indexing_status_lite(
             else None
         ),
         last_status=latest_index_attempt.status if latest_index_attempt else None,
-        last_success=last_successful_index_time,
+        last_success=cc_pair.last_successful_index_time,
         docs_indexed=document_cnt,
         latest_index_attempt_docs_indexed=(
             latest_index_attempt.total_docs_indexed if latest_index_attempt else None

backend/onyx/server/documents/models.py

@@ -330,7 +330,6 @@ class CCPairFullInfo(BaseModel):
         num_docs_indexed: int,  # not ideal, but this must be computed separately
         is_editable_for_current_user: bool,
         indexing: bool,
-        last_successful_index_time: datetime | None = None,
         last_permission_sync_attempt_status: PermissionSyncStatus | None = None,
         permission_syncing: bool = False,
         last_permission_sync_attempt_finished: datetime | None = None,
@@ -383,7 +382,9 @@ class CCPairFullInfo(BaseModel):
             creator_email=(
                 cc_pair_model.creator.email if cc_pair_model.creator else None
             ),
-            last_indexed=last_successful_index_time,
+            last_indexed=(
+                last_index_attempt.time_started if last_index_attempt else None
+            ),
             last_pruned=cc_pair_model.last_pruned,
             last_full_permission_sync=cls._get_last_full_permission_sync(cc_pair_model),
             overall_indexing_speed=overall_indexing_speed,

backend/onyx/server/features/build/sandbox/kubernetes/docker/templates/outputs/web/package-lock.json

@@ -6978,9 +6978,9 @@
       }
     },
     "node_modules/flatted": {
-      "version": "3.4.2",
-      "resolved": "https://registry.npmjs.org/flatted/-/flatted-3.4.2.tgz",
-      "integrity": "sha512-PjDse7RzhcPkIJwy5t7KPWQSZ9cAbzQXcafsetQoD7sOJRQlGikNbx7yZp2OotDnJyrDcbyRq3Ttb18iYOqkxA==",
+      "version": "3.3.3",
+      "resolved": "https://registry.npmjs.org/flatted/-/flatted-3.3.3.tgz",
+      "integrity": "sha512-GX+ysw4PBCz0PzosHDepZGANEuFCMLrnRTiEy9McGjmkCQYwRq4A/X786G/fjM/+OjsWSU1ZrY5qyARZmO/uwg==",
       "dev": true,
       "license": "ISC"
     },

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

@@ -119,8 +119,8 @@ admin_agents_router = APIRouter(prefix=ADMIN_AGENTS_RESOURCE)
 agents_router = APIRouter(prefix=AGENTS_RESOURCE)
 
 
-class IsListedRequest(BaseModel):
-    is_listed: bool
+class IsVisibleRequest(BaseModel):
+    is_visible: bool
 
 
 class IsPublicRequest(BaseModel):
@@ -128,19 +128,19 @@ class IsPublicRequest(BaseModel):
 
 
 class IsFeaturedRequest(BaseModel):
-    is_featured: bool
+    featured: bool
 
 
-@admin_router.patch("/{persona_id}/listed")
+@admin_router.patch("/{persona_id}/visible")
 def patch_persona_visibility(
     persona_id: int,
-    is_listed_request: IsListedRequest,
+    is_visible_request: IsVisibleRequest,
     user: User = Depends(current_curator_or_admin_user),
     db_session: Session = Depends(get_session),
 ) -> None:
     update_persona_visibility(
         persona_id=persona_id,
-        is_listed=is_listed_request.is_listed,
+        is_visible=is_visible_request.is_visible,
         db_session=db_session,
         user=user,
     )
@@ -175,7 +175,7 @@ def patch_persona_featured_status(
     try:
         update_persona_featured(
             persona_id=persona_id,
-            is_featured=is_featured_request.is_featured,
+            featured=is_featured_request.featured,
             db_session=db_session,
             user=user,
         )

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

@@ -123,7 +123,7 @@ class PersonaUpsertRequest(BaseModel):
     )
     search_start_date: datetime | None = None
     label_ids: list[int] | None = None
-    is_featured: bool = False
+    featured: bool = False
     display_priority: int | None = None
     # Accept string UUIDs from frontend
     user_file_ids: list[str] | None = None
@@ -165,9 +165,9 @@ class MinimalPersonaSnapshot(BaseModel):
     icon_name: str | None
 
     is_public: bool
-    is_listed: bool
+    is_visible: bool
     display_priority: int | None
-    is_featured: bool
+    featured: bool
     builtin_persona: bool
 
     # Used for filtering
@@ -218,9 +218,9 @@ class MinimalPersonaSnapshot(BaseModel):
             uploaded_image_id=persona.uploaded_image_id,
             icon_name=persona.icon_name,
             is_public=persona.is_public,
-            is_listed=persona.is_listed,
+            is_visible=persona.is_visible,
             display_priority=persona.display_priority,
-            is_featured=persona.is_featured,
+            featured=persona.featured,
             builtin_persona=persona.builtin_persona,
             labels=[PersonaLabelSnapshot.from_model(label) for label in persona.labels],
             owner=(
@@ -236,13 +236,13 @@ class PersonaSnapshot(BaseModel):
     name: str
     description: str
     is_public: bool
-    is_listed: bool
+    is_visible: bool
     uploaded_image_id: str | None
     icon_name: str | None
     # Return string UUIDs to frontend for consistency
     user_file_ids: list[str]
     display_priority: int | None
-    is_featured: bool
+    featured: bool
     builtin_persona: bool
     starter_messages: list[StarterMessage] | None
     tools: list[ToolSnapshot]
@@ -271,12 +271,12 @@ class PersonaSnapshot(BaseModel):
             name=persona.name,
             description=persona.description,
             is_public=persona.is_public,
-            is_listed=persona.is_listed,
+            is_visible=persona.is_visible,
             uploaded_image_id=persona.uploaded_image_id,
             icon_name=persona.icon_name,
             user_file_ids=[str(file.id) for file in persona.user_files],
             display_priority=persona.display_priority,
-            is_featured=persona.is_featured,
+            featured=persona.featured,
             builtin_persona=persona.builtin_persona,
             starter_messages=persona.starter_messages,
             tools=[
@@ -337,12 +337,12 @@ class FullPersonaSnapshot(PersonaSnapshot):
             name=persona.name,
             description=persona.description,
             is_public=persona.is_public,
-            is_listed=persona.is_listed,
+            is_visible=persona.is_visible,
             uploaded_image_id=persona.uploaded_image_id,
             icon_name=persona.icon_name,
             user_file_ids=[str(file.id) for file in persona.user_files],
             display_priority=persona.display_priority,
-            is_featured=persona.is_featured,
+            featured=persona.featured,
             builtin_persona=persona.builtin_persona,
             starter_messages=persona.starter_messages,
             users=[

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

@@ -351,7 +351,7 @@ def upsert_project_instructions(
 class ProjectPayload(BaseModel):
     project: UserProjectSnapshot
     files: list[UserFileSnapshot] | None = None
-    persona_id_to_is_featured: dict[int, bool] | None = None
+    persona_id_to_featured: dict[int, bool] | None = None
 
 
 @router.get(
@@ -370,13 +370,11 @@ def get_project_details(
         if session.persona_id is not None
     ]
     personas = get_personas_by_ids(persona_ids, db_session)
-    persona_id_to_is_featured = {
-        persona.id: persona.is_featured for persona in personas
-    }
+    persona_id_to_featured = {persona.id: persona.featured for persona in personas}
     return ProjectPayload(
         project=project,
         files=files,
-        persona_id_to_is_featured=persona_id_to_is_featured,
+        persona_id_to_featured=persona_id_to_featured,
     )
 
 

backend/onyx/server/kg/api.py

@@ -142,7 +142,7 @@ def enable_or_disable_kg(
         users=[user.id],
         groups=[],
         label_ids=[],
-        is_featured=False,
+        featured=False,
         display_priority=0,
         user_file_ids=[],
     )

backend/onyx/server/settings/api.py

@@ -5,7 +5,6 @@ from fastapi import Depends
 from sqlalchemy.exc import SQLAlchemyError
 from sqlalchemy.orm import Session
 
-from onyx import __version__ as onyx_version
 from onyx.auth.users import current_admin_user
 from onyx.auth.users import current_user
 from onyx.auth.users import is_user_admin
@@ -80,7 +79,6 @@ def fetch_settings(
         needs_reindexing=needs_reindexing,
         onyx_craft_enabled=onyx_craft_enabled_for_user,
         vector_db_enabled=not DISABLE_VECTOR_DB,
-        version=onyx_version,
     )
 
 

backend/onyx/server/settings/models.py

@@ -104,5 +104,3 @@ class UserSettings(Settings):
     # False when DISABLE_VECTOR_DB is set — connectors, RAG search, and
     # document sets are unavailable.
     vector_db_enabled: bool = True
-    # Application version, read from the ONYX_VERSION env var at startup.
-    version: str | None = None

backend/onyx/tools/tool_constructor.py

@@ -53,12 +53,8 @@ logger = setup_logger()
 
 class SearchToolConfig(BaseModel):
     user_selected_filters: BaseFilters | None = None
-    # Vespa metadata filters for overflowing user files.  These are NOT the
-    # IDs of the current project/persona — they are only set when the
-    # project's/persona's user files didn't fit in the LLM context window and
-    # must be found via vector DB search instead.
-    project_id_filter: int | None = None
-    persona_id_filter: int | 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
@@ -184,8 +180,8 @@ def construct_tools(
                     llm=llm,
                     document_index=document_index,
                     user_selected_filters=search_tool_config.user_selected_filters,
-                    project_id_filter=search_tool_config.project_id_filter,
-                    persona_id_filter=search_tool_config.persona_id_filter,
+                    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,
@@ -400,7 +396,6 @@ def construct_tools(
                     tool_definition=saved_tool.mcp_input_schema or {},
                     connection_config=connection_config,
                     user_email=user_email,
-                    user_id=str(user.id),
                     user_oauth_token=mcp_user_oauth_token,
                     additional_headers=additional_mcp_headers,
                 )
@@ -433,8 +428,8 @@ def construct_tools(
             llm=llm,
             document_index=document_index,
             user_selected_filters=search_tool_config.user_selected_filters,
-            project_id_filter=search_tool_config.project_id_filter,
-            persona_id_filter=search_tool_config.persona_id_filter,
+            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/mcp/mcp_tool.py

@@ -1,8 +1,6 @@
 import json
 from typing import Any
 
-from mcp.client.auth import OAuthClientProvider
-
 from onyx.chat.emitter import Emitter
 from onyx.db.enums import MCPAuthenticationType
 from onyx.db.enums import MCPTransport
@@ -49,7 +47,6 @@ class MCPTool(Tool[None]):
         tool_definition: dict[str, Any],
         connection_config: MCPConnectionConfig | None = None,
         user_email: str = "",
-        user_id: str = "",
         user_oauth_token: str | None = None,
         additional_headers: dict[str, str] | None = None,
     ) -> None:
@@ -59,7 +56,6 @@ class MCPTool(Tool[None]):
         self.mcp_server = mcp_server
         self.connection_config = connection_config
         self.user_email = user_email
-        self._user_id = user_id
         self._user_oauth_token = user_oauth_token
         self._additional_headers = additional_headers or {}
 
@@ -202,42 +198,12 @@ class MCPTool(Tool[None]):
                     llm_facing_response=llm_facing_response,
                 )
 
-            # For OAuth servers, construct OAuthClientProvider so the MCP SDK
-            # can refresh expired tokens automatically
-            auth: OAuthClientProvider | None = None
-            if (
-                self.mcp_server.auth_type == MCPAuthenticationType.OAUTH
-                and self.connection_config is not None
-                and self._user_id
-            ):
-                if self.mcp_server.transport == MCPTransport.SSE:
-                    logger.warning(
-                        f"MCP tool '{self._name}': OAuth token refresh is not supported "
-                        f"for SSE transport — auth provider will be ignored. "
-                        f"Re-authentication may be required after token expiry."
-                    )
-                else:
-                    from onyx.server.features.mcp.api import UNUSED_RETURN_PATH
-                    from onyx.server.features.mcp.api import make_oauth_provider
-
-                    # user_id is the requesting user's UUID; safe here because
-                    # UNUSED_RETURN_PATH ensures redirect_handler raises immediately
-                    # and user_id is never consulted for Redis state lookups.
-                    auth = make_oauth_provider(
-                        self.mcp_server,
-                        self._user_id,
-                        UNUSED_RETURN_PATH,
-                        self.connection_config.id,
-                        None,
-                    )
-
             tool_result = call_mcp_tool(
                 self.mcp_server.server_url,
                 self._name,
                 llm_kwargs,
                 connection_headers=headers,
                 transport=self.mcp_server.transport or MCPTransport.STREAMABLE_HTTP,
-                auth=auth,
             )
 
             logger.info(f"MCP tool '{self._name}' executed successfully")
@@ -282,7 +248,6 @@ class MCPTool(Tool[None]):
                 "invalid token",
                 "invalid api key",
                 "invalid credentials",
-                "please reconnect to the server",
             ]
 
             is_auth_error = any(

backend/onyx/tools/tool_implementations/open_url/open_url_tool.py

@@ -764,7 +764,8 @@ class OpenURLTool(Tool[OpenURLToolOverrideKwargs]):
             tags=None,
             access_control_list=access_control_list,
             tenant_id=get_current_tenant_id() if MULTI_TENANT else None,
-            project_id_filter=None,
+            user_file_ids=None,
+            project_id=None,
         )
 
     def _merge_indexed_and_crawled_results(

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

@@ -244,11 +244,10 @@ class SearchTool(Tool[SearchToolOverrideKwargs]):
         document_index: DocumentIndex,
         # Respecting user selections
         user_selected_filters: BaseFilters | None,
-        # Vespa metadata filters for overflowing user files.  NOT the raw IDs
-        # of the current project/persona — only set when user files couldn't
-        # fit in the LLM context and need to be searched via vector DB.
-        project_id_filter: int | None,
-        persona_id_filter: int | None = 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,
@@ -262,8 +261,8 @@ class SearchTool(Tool[SearchToolOverrideKwargs]):
         self.llm = llm
         self.document_index = document_index
         self.user_selected_filters = user_selected_filters
-        self.project_id_filter = project_id_filter
-        self.persona_id_filter = persona_id_filter
+        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
@@ -452,15 +451,13 @@ class SearchTool(Tool[SearchToolOverrideKwargs]):
                 hybrid_alpha=hybrid_alpha,
                 # For projects, the search scope is the project and has no other limits
                 user_selected_filters=(
-                    self.user_selected_filters
-                    if self.project_id_filter is None
-                    else None
+                    self.user_selected_filters if self.project_id is None else None
                 ),
                 bypass_acl=self.bypass_acl,
                 limit=num_hits,
             ),
-            project_id_filter=self.project_id_filter,
-            persona_id_filter=self.persona_id_filter,
+            project_id=self.project_id,
+            persona_id=self.persona_id,
             document_index=self.document_index,
             user=self.user,
             persona=self.persona,
@@ -577,7 +574,7 @@ class SearchTool(Tool[SearchToolOverrideKwargs]):
             )
 
             # Federated retrieval functions (non-Slack; Slack is separate)
-            if self.project_id_filter is not None:
+            if self.project_id is not None:
                 # Project mode ignores user filters → no federated sources
                 prefetch_source_types = None
             else:
@@ -590,12 +587,16 @@ class SearchTool(Tool[SearchToolOverrideKwargs]):
             persona_document_sets = (
                 [ds.name for ds in self.persona.document_sets] if self.persona else None
             )
+            user_file_ids = (
+                [uf.id for uf in self.persona.user_files] if self.persona else None
+            )
             federated_retrieval_infos = (
                 get_federated_retrieval_functions(
                     db_session=db_session,
                     user_id=self.user.id if self.user else None,
                     source_types=prefetch_source_types,
                     document_set_names=persona_document_sets,
+                    user_file_ids=user_file_ids,
                 )
                 or []
             )

backend/onyx/utils/telemetry.py

@@ -189,30 +189,3 @@ def mt_cloud_identify(
         attribute="identify_user",
         fallback=noop_fallback,
     )(distinct_id, properties)
-
-
-def mt_cloud_alias(
-    distinct_id: str,
-    anonymous_id: str,
-) -> None:
-    """Link an anonymous distinct_id to an identified user (Cloud only)."""
-    if not MULTI_TENANT:
-        return
-
-    fetch_versioned_implementation_with_fallback(
-        module="onyx.utils.posthog_client",
-        attribute="alias_user",
-        fallback=noop_fallback,
-    )(distinct_id, anonymous_id)
-
-
-def mt_cloud_get_anon_id(request: Any) -> str | None:
-    """Extract the anonymous distinct_id from the app PostHog cookie (Cloud only)."""
-    if not MULTI_TENANT or not request:
-        return None
-
-    return fetch_versioned_implementation_with_fallback(
-        module="onyx.utils.posthog_client",
-        attribute="get_anon_id_from_request",
-        fallback=noop_fallback,
-    )(request)

backend/scripts/debugging/opensearch/benchmark_retrieval.py

@@ -1,170 +0,0 @@
-#!/usr/bin/env python3
-"""Benchmarks OpenSearchDocumentIndex latency.
-
-Requires Onyx to be running as it reads search settings from the database.
-
-Usage:
-    source .venv/bin/activate
-    python backend/scripts/debugging/opensearch/benchmark_retrieval.py --help
-"""
-
-import argparse
-import statistics
-import time
-
-from onyx.configs.chat_configs import NUM_RETURNED_HITS
-from onyx.context.search.enums import QueryType
-from onyx.context.search.models import IndexFilters
-from onyx.db.engine.sql_engine import get_session_with_current_tenant
-from onyx.db.engine.sql_engine import SqlEngine
-from onyx.db.search_settings import get_current_search_settings
-from onyx.document_index.interfaces_new import TenantState
-from onyx.document_index.opensearch.opensearch_document_index import (
-    OpenSearchDocumentIndex,
-)
-from onyx.indexing.models import IndexingSetting
-from scripts.debugging.opensearch.constants import DEV_TENANT_ID
-from scripts.debugging.opensearch.embedding_io import load_query_embedding_from_file
-from shared_configs.configs import MULTI_TENANT
-from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
-from shared_configs.contextvars import get_current_tenant_id
-
-DEFAULT_N = 50
-
-
-def main() -> None:
-    def add_query_embedding_argument(parser: argparse.ArgumentParser) -> None:
-        parser.add_argument(
-            "-e",
-            "--embedding-file-path",
-            type=str,
-            required=True,
-            help="Path to the query embedding file.",
-        )
-
-    def add_query_string_argument(parser: argparse.ArgumentParser) -> None:
-        parser.add_argument(
-            "-q",
-            "--query",
-            type=str,
-            required=True,
-            help="Query string.",
-        )
-
-    parser = argparse.ArgumentParser(
-        description="A benchmarking tool to measure OpenSearch retrieval latency."
-    )
-    parser.add_argument(
-        "-n",
-        type=int,
-        default=DEFAULT_N,
-        help=f"Number of samples to take (default: {DEFAULT_N}).",
-    )
-    subparsers = parser.add_subparsers(
-        dest="query_type",
-        help="Query type to benchmark.",
-        required=True,
-    )
-
-    hybrid_parser = subparsers.add_parser(
-        "hybrid", help="Benchmark hybrid retrieval latency."
-    )
-    add_query_embedding_argument(hybrid_parser)
-    add_query_string_argument(hybrid_parser)
-
-    keyword_parser = subparsers.add_parser(
-        "keyword", help="Benchmark keyword retrieval latency."
-    )
-    add_query_string_argument(keyword_parser)
-
-    semantic_parser = subparsers.add_parser(
-        "semantic", help="Benchmark semantic retrieval latency."
-    )
-    add_query_embedding_argument(semantic_parser)
-
-    args = parser.parse_args()
-
-    if args.n < 1:
-        parser.error("Number of samples (-n) must be at least 1.")
-
-    if MULTI_TENANT:
-        CURRENT_TENANT_ID_CONTEXTVAR.set(DEV_TENANT_ID)
-
-    SqlEngine.init_engine(pool_size=1, max_overflow=0)
-    with get_session_with_current_tenant() as session:
-        search_settings = get_current_search_settings(session)
-        indexing_setting = IndexingSetting.from_db_model(search_settings)
-
-    tenant_state = TenantState(
-        tenant_id=get_current_tenant_id(), multitenant=MULTI_TENANT
-    )
-    index = OpenSearchDocumentIndex(
-        tenant_state=tenant_state,
-        index_name=search_settings.index_name,
-        embedding_dim=indexing_setting.final_embedding_dim,
-        embedding_precision=indexing_setting.embedding_precision,
-    )
-    filters = IndexFilters(
-        access_control_list=[],
-        tenant_id=get_current_tenant_id(),
-    )
-
-    if args.query_type == "hybrid":
-        embedding = load_query_embedding_from_file(args.embedding_file_path)
-        search_callable = lambda: index.hybrid_retrieval(  # noqa: E731
-            query=args.query,
-            query_embedding=embedding,
-            final_keywords=None,
-            # This arg doesn't do anything right now.
-            query_type=QueryType.KEYWORD,
-            filters=filters,
-            num_to_retrieve=NUM_RETURNED_HITS,
-        )
-    elif args.query_type == "keyword":
-        search_callable = lambda: index.keyword_retrieval(  # noqa: E731
-            query=args.query,
-            filters=filters,
-            num_to_retrieve=NUM_RETURNED_HITS,
-        )
-    elif args.query_type == "semantic":
-        embedding = load_query_embedding_from_file(args.embedding_file_path)
-        search_callable = lambda: index.semantic_retrieval(  # noqa: E731
-            query_embedding=embedding,
-            filters=filters,
-            num_to_retrieve=NUM_RETURNED_HITS,
-        )
-    else:
-        raise ValueError(f"Invalid query type: {args.query_type}")
-
-    print(f"Running {args.n} invocations of {args.query_type} retrieval...")
-
-    latencies: list[float] = []
-    for i in range(args.n):
-        start = time.perf_counter()
-        results = search_callable()
-        elapsed_ms = (time.perf_counter() - start) * 1000
-        latencies.append(elapsed_ms)
-        # Print the current iteration and its elapsed time on the same line.
-        print(
-            f"  [{i:>{len(str(args.n))}}] {elapsed_ms:7.1f} ms  ({len(results)} results) (top result doc ID, chunk idx: {results[0].document_id if results else 'N/A'}, {results[0].chunk_id if results else 'N/A'})",
-            end="\r",
-            flush=True,
-        )
-
-    print()
-    print(f"Results over {args.n} invocations:")
-    print(f"   mean: {statistics.mean(latencies):7.1f} ms")
-    print(
-        f"  stdev: {statistics.stdev(latencies):7.1f} ms"
-        if args.n > 1
-        else "  stdev: N/A (only 1 sample)"
-    )
-    print(f"    max: {max(latencies):7.1f} ms (i: {latencies.index(max(latencies))})")
-    print(f"    min: {min(latencies):7.1f} ms (i: {latencies.index(min(latencies))})")
-    if args.n >= 20:
-        print(f"    p50: {statistics.median(latencies):7.1f} ms")
-        print(f"    p95: {statistics.quantiles(latencies, n=20)[-1]:7.1f} ms")
-
-
-if __name__ == "__main__":
-    main()

backend/scripts/debugging/opensearch/constants.py

@@ -1 +0,0 @@
-DEV_TENANT_ID = "tenant_dev"

backend/scripts/debugging/opensearch/embed_and_save.py

@@ -1,64 +0,0 @@
-#!/usr/bin/env python3
-"""Embeds a query and saves the embedding to a file.
-
-Requires Onyx to be running as it reads search settings from the database.
-
-Usage:
-    source .venv/bin/activate
-    python backend/scripts/debugging/opensearch/embed_and_save.py --help
-"""
-
-import argparse
-import time
-
-from onyx.context.search.utils import get_query_embedding
-from onyx.db.engine.sql_engine import get_session_with_current_tenant
-from onyx.db.engine.sql_engine import SqlEngine
-from scripts.debugging.opensearch.constants import DEV_TENANT_ID
-from scripts.debugging.opensearch.embedding_io import save_query_embedding_to_file
-from shared_configs.configs import MULTI_TENANT
-from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
-
-
-def main() -> None:
-    parser = argparse.ArgumentParser(
-        description="A tool to embed a query and save the embedding to a file."
-    )
-    parser.add_argument(
-        "-q",
-        "--query",
-        type=str,
-        required=True,
-        help="Query string to embed.",
-    )
-    parser.add_argument(
-        "-f",
-        "--file-path",
-        type=str,
-        required=True,
-        help="Path to the output file to save the embedding to.",
-    )
-
-    args = parser.parse_args()
-
-    if MULTI_TENANT:
-        CURRENT_TENANT_ID_CONTEXTVAR.set(DEV_TENANT_ID)
-
-    SqlEngine.init_engine(pool_size=1, max_overflow=0)
-    with get_session_with_current_tenant() as session:
-        start = time.perf_counter()
-        query_embedding = get_query_embedding(
-            query=args.query,
-            db_session=session,
-            embedding_model=None,
-        )
-        elapsed_ms = (time.perf_counter() - start) * 1000
-
-    save_query_embedding_to_file(query_embedding, args.file_path)
-    print(
-        f"Query embedding of dimension {len(query_embedding)} generated in {elapsed_ms:.1f} ms and saved to {args.file_path}."
-    )
-
-
-if __name__ == "__main__":
-    main()

backend/scripts/debugging/opensearch/embedding_io.py

@@ -1,43 +0,0 @@
-from shared_configs.model_server_models import Embedding
-
-
-def load_query_embedding_from_file(file_path: str) -> Embedding:
-    """Returns an embedding vector read from a file.
-
-    The file should be formatted as follows:
-    - The first line should contain an integer representing the embedding
-      dimension.
-    - Every subsequent line should contain a float value representing a
-      component of the embedding vector.
-    - The size and embedding content should all be delimited by a newline.
-
-    Args:
-        file_path: Path to the file containing the embedding vector.
-
-    Returns:
-        Embedding: The embedding vector.
-    """
-    with open(file_path, "r") as f:
-        dimension = int(f.readline().strip())
-        embedding = [float(line.strip()) for line in f.readlines()]
-        assert len(embedding) == dimension, "Embedding dimension mismatch."
-        return embedding
-
-
-def save_query_embedding_to_file(embedding: Embedding, file_path: str) -> None:
-    """Saves an embedding vector to a file.
-
-    The file will be formatted as follows:
-    - The first line will contain the embedding dimension.
-    - Every subsequent line will contain a float value representing a
-      component of the embedding vector.
-    - The size and embedding content will all be delimited by a newline.
-
-    Args:
-        embedding: The embedding vector to save.
-        file_path: Path to the file to save the embedding vector to.
-    """
-    with open(file_path, "w") as f:
-        f.write(f"{len(embedding)}\n")
-        for component in embedding:
-            f.write(f"{component}\n")

backend/scripts/debugging/opensearch/opensearch_debug.py

@@ -2,10 +2,9 @@
 """A utility to interact with OpenSearch.
 
 Usage:
-    source .venv/bin/activate
-    python backend/scripts/debugging/opensearch/opensearch_debug.py --help
-    python backend/scripts/debugging/opensearch/opensearch_debug.py list
-    python backend/scripts/debugging/opensearch/opensearch_debug.py delete <index_name>
+    python3 opensearch_debug.py --help
+    python3 opensearch_debug.py list
+    python3 opensearch_debug.py delete <index_name>
 
 Environment Variables:
     OPENSEARCH_HOST: OpenSearch host
@@ -108,15 +107,16 @@ def main() -> None:
     parser = argparse.ArgumentParser(
         description="A utility to interact with OpenSearch."
     )
-    add_standard_arguments(parser)
     subparsers = parser.add_subparsers(
         dest="command", help="Command to execute.", required=True
     )
 
-    subparsers.add_parser("list", help="List all indices with info.")
+    list_parser = subparsers.add_parser("list", help="List all indices with info.")
+    add_standard_arguments(list_parser)
 
     delete_parser = subparsers.add_parser("delete", help="Delete an index.")
     delete_parser.add_argument("index", help="Index name.", type=str)
+    add_standard_arguments(delete_parser)
 
     args = parser.parse_args()
 

backend/tests/external_dependency_unit/answer/test_stream_chat_message_objects.py

@@ -83,7 +83,7 @@ def test_stream_chat_message_objects_without_web_search(
         db_session=db_session,
         tool_ids=[],  # Explicitly no tools
         document_set_ids=None,
-        is_listed=True,
+        is_visible=True,
     )
 
     # Create a chat session with our test persona

backend/tests/external_dependency_unit/celery/test_persona_file_sync.py

@@ -91,7 +91,7 @@ def _create_test_persona(
         document_sets=[],
         users=[user],
         groups=[],
-        is_listed=True,
+        is_visible=True,
         is_public=True,
         display_priority=None,
         starter_messages=None,

backend/tests/external_dependency_unit/celery/test_user_file_indexing_adapter.py

@@ -63,7 +63,7 @@ def _create_persona(db_session: Session, user: User) -> Persona:
         document_sets=[],
         users=[user],
         groups=[],
-        is_listed=True,
+        is_visible=True,
         is_public=True,
         display_priority=None,
         starter_messages=None,

backend/tests/external_dependency_unit/document_index/conftest.py

@@ -1,248 +0,0 @@
-"""Shared fixtures for document_index external dependency tests.
-
-Provides Vespa and OpenSearch index setup, tenant context, and chunk helpers.
-"""
-
-import os
-import time
-import uuid
-from collections.abc import Generator
-from unittest.mock import patch
-
-import httpx
-import pytest
-
-from onyx.access.models import DocumentAccess
-from onyx.configs.constants import DocumentSource
-from onyx.connectors.models import Document
-from onyx.db.enums import EmbeddingPrecision
-from onyx.document_index.interfaces_new import IndexingMetadata
-from onyx.document_index.opensearch.client import wait_for_opensearch_with_timeout
-from onyx.document_index.opensearch.opensearch_document_index import (
-    OpenSearchOldDocumentIndex,
-)
-from onyx.document_index.vespa.index import VespaIndex
-from onyx.document_index.vespa.shared_utils.utils import get_vespa_http_client
-from onyx.document_index.vespa.shared_utils.utils import wait_for_vespa_with_timeout
-from onyx.indexing.models import ChunkEmbedding
-from onyx.indexing.models import DocMetadataAwareIndexChunk
-from shared_configs.configs import MULTI_TENANT
-from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
-from shared_configs.contextvars import get_current_tenant_id
-from tests.external_dependency_unit.constants import TEST_TENANT_ID
-
-EMBEDDING_DIM = 128
-
-
-# ---------------------------------------------------------------------------
-# Helpers
-# ---------------------------------------------------------------------------
-
-
-def make_chunk(
-    doc_id: str,
-    chunk_id: int = 0,
-    content: str = "test content",
-) -> DocMetadataAwareIndexChunk:
-    """Create a chunk suitable for external dependency testing (128-dim embeddings)."""
-    tenant_id = get_current_tenant_id()
-    access = DocumentAccess.build(
-        user_emails=[],
-        user_groups=[],
-        external_user_emails=[],
-        external_user_group_ids=[],
-        is_public=True,
-    )
-    embeddings = ChunkEmbedding(
-        full_embedding=[1.0] + [0.0] * (EMBEDDING_DIM - 1),
-        mini_chunk_embeddings=[],
-    )
-    source_document = Document(
-        id=doc_id,
-        semantic_identifier="test_doc",
-        source=DocumentSource.FILE,
-        sections=[],
-        metadata={},
-        title="test title",
-    )
-    return DocMetadataAwareIndexChunk(
-        tenant_id=tenant_id,
-        access=access,
-        document_sets=set(),
-        user_project=[],
-        personas=[],
-        boost=0,
-        aggregated_chunk_boost_factor=0,
-        ancestor_hierarchy_node_ids=[],
-        embeddings=embeddings,
-        title_embedding=[1.0] + [0.0] * (EMBEDDING_DIM - 1),
-        source_document=source_document,
-        title_prefix="",
-        metadata_suffix_keyword="",
-        metadata_suffix_semantic="",
-        contextual_rag_reserved_tokens=0,
-        doc_summary="",
-        chunk_context="",
-        mini_chunk_texts=None,
-        large_chunk_id=None,
-        chunk_id=chunk_id,
-        blurb=content[:50],
-        content=content,
-        source_links={0: ""},
-        image_file_id=None,
-        section_continuation=False,
-    )
-
-
-def make_indexing_metadata(
-    doc_ids: list[str],
-    old_counts: list[int],
-    new_counts: list[int],
-) -> IndexingMetadata:
-    return IndexingMetadata(
-        doc_id_to_chunk_cnt_diff={
-            doc_id: IndexingMetadata.ChunkCounts(
-                old_chunk_cnt=old,
-                new_chunk_cnt=new,
-            )
-            for doc_id, old, new in zip(doc_ids, old_counts, new_counts)
-        }
-    )
-
-
-# ---------------------------------------------------------------------------
-# Fixtures
-# ---------------------------------------------------------------------------
-
-
-@pytest.fixture(scope="module")
-def tenant_context() -> Generator[None, None, None]:
-    """Sets up tenant context for testing."""
-    token = CURRENT_TENANT_ID_CONTEXTVAR.set(TEST_TENANT_ID)
-    try:
-        yield
-    finally:
-        CURRENT_TENANT_ID_CONTEXTVAR.reset(token)
-
-
-@pytest.fixture(scope="module")
-def test_index_name() -> Generator[str, None, None]:
-    yield f"test_index_{uuid.uuid4().hex[:8]}"
-
-
-@pytest.fixture(scope="module")
-def httpx_client() -> Generator[httpx.Client, None, None]:
-    client = get_vespa_http_client()
-    try:
-        yield client
-    finally:
-        client.close()
-
-
-@pytest.fixture(scope="module")
-def vespa_index(
-    httpx_client: httpx.Client,
-    tenant_context: None,  # noqa: ARG001
-    test_index_name: str,
-) -> Generator[VespaIndex, None, None]:
-    """Create a Vespa index, wait for schema readiness, and yield it."""
-    vespa_idx = VespaIndex(
-        index_name=test_index_name,
-        secondary_index_name=None,
-        large_chunks_enabled=False,
-        secondary_large_chunks_enabled=None,
-        multitenant=MULTI_TENANT,
-        httpx_client=httpx_client,
-    )
-    backend_dir = os.path.abspath(
-        os.path.join(os.path.dirname(__file__), "..", "..", "..")
-    )
-    with patch("os.getcwd", return_value=backend_dir):
-        vespa_idx.ensure_indices_exist(
-            primary_embedding_dim=EMBEDDING_DIM,
-            primary_embedding_precision=EmbeddingPrecision.FLOAT,
-            secondary_index_embedding_dim=None,
-            secondary_index_embedding_precision=None,
-        )
-    if not wait_for_vespa_with_timeout(wait_limit=90):
-        pytest.fail("Vespa is not available.")
-
-    # Wait until the schema is actually ready for writes on content nodes. We
-    # probe by attempting a PUT; 200 means the schema is live, 400 means not
-    # yet. This is only temporary until we entirely move off of Vespa.
-    probe_doc = {
-        "fields": {
-            "document_id": "__probe__",
-            "chunk_id": 0,
-            "blurb": "",
-            "title": "",
-            "skip_title": True,
-            "content": "",
-            "content_summary": "",
-            "source_type": "file",
-            "source_links": "null",
-            "semantic_identifier": "",
-            "section_continuation": False,
-            "large_chunk_reference_ids": [],
-            "metadata": "{}",
-            "metadata_list": [],
-            "metadata_suffix": "",
-            "chunk_context": "",
-            "doc_summary": "",
-            "embeddings": {"full_chunk": [1.0] + [0.0] * (EMBEDDING_DIM - 1)},
-            "access_control_list": {},
-            "document_sets": {},
-            "image_file_name": None,
-            "user_project": [],
-            "personas": [],
-            "boost": 0.0,
-            "aggregated_chunk_boost_factor": 0.0,
-            "primary_owners": [],
-            "secondary_owners": [],
-        }
-    }
-    probe_url = (
-        f"http://localhost:8081/document/v1/default/{test_index_name}/docid/__probe__"
-    )
-    schema_ready = False
-    for _ in range(60):
-        resp = httpx_client.post(probe_url, json=probe_doc)
-        if resp.status_code == 200:
-            schema_ready = True
-            httpx_client.delete(probe_url)
-            break
-        time.sleep(1)
-    if not schema_ready:
-        pytest.fail(f"Vespa schema '{test_index_name}' did not become ready in time.")
-
-    yield vespa_idx
-
-
-@pytest.fixture(scope="module")
-def opensearch_old_index(
-    tenant_context: None,  # noqa: ARG001
-    test_index_name: str,
-) -> Generator[OpenSearchOldDocumentIndex, None, None]:
-    """Create an OpenSearch index via the old adapter and yield it."""
-    if not wait_for_opensearch_with_timeout():
-        pytest.fail("OpenSearch is not available.")
-
-    opensearch_idx = OpenSearchOldDocumentIndex(
-        index_name=test_index_name,
-        embedding_dim=EMBEDDING_DIM,
-        embedding_precision=EmbeddingPrecision.FLOAT,
-        secondary_index_name=None,
-        secondary_embedding_dim=None,
-        secondary_embedding_precision=None,
-        large_chunks_enabled=False,
-        secondary_large_chunks_enabled=None,
-        multitenant=MULTI_TENANT,
-    )
-    opensearch_idx.ensure_indices_exist(
-        primary_embedding_dim=EMBEDDING_DIM,
-        primary_embedding_precision=EmbeddingPrecision.FLOAT,
-        secondary_index_embedding_dim=None,
-        secondary_index_embedding_precision=None,
-    )
-
-    yield opensearch_idx

backend/tests/external_dependency_unit/document_index/test_document_index.py

@@ -1,203 +0,0 @@
-"""External dependency tests for the new DocumentIndex interface.
-
-These tests assume Vespa and OpenSearch are running.
-"""
-
-import time
-import uuid
-from collections.abc import Generator
-
-import httpx
-import pytest
-
-from onyx.db.enums import EmbeddingPrecision
-from onyx.document_index.interfaces_new import DocumentIndex as DocumentIndexNew
-from onyx.document_index.interfaces_new import TenantState
-from onyx.document_index.opensearch.opensearch_document_index import (
-    OpenSearchDocumentIndex,
-)
-from onyx.document_index.opensearch.opensearch_document_index import (
-    OpenSearchOldDocumentIndex,
-)
-from onyx.document_index.vespa.index import VespaIndex
-from onyx.document_index.vespa.vespa_document_index import VespaDocumentIndex
-from tests.external_dependency_unit.constants import TEST_TENANT_ID
-from tests.external_dependency_unit.document_index.conftest import EMBEDDING_DIM
-from tests.external_dependency_unit.document_index.conftest import make_chunk
-from tests.external_dependency_unit.document_index.conftest import (
-    make_indexing_metadata,
-)
-
-
-# ---------------------------------------------------------------------------
-# Fixtures
-# ---------------------------------------------------------------------------
-
-
-@pytest.fixture(scope="module")
-def vespa_document_index(
-    vespa_index: VespaIndex,  # noqa: ARG001 — ensures schema exists
-    httpx_client: httpx.Client,
-    test_index_name: str,
-) -> Generator[VespaDocumentIndex, None, None]:
-    yield VespaDocumentIndex(
-        index_name=test_index_name,
-        tenant_state=TenantState(tenant_id=TEST_TENANT_ID, multitenant=False),
-        large_chunks_enabled=False,
-        httpx_client=httpx_client,
-    )
-
-
-@pytest.fixture(scope="module")
-def opensearch_document_index(
-    opensearch_old_index: OpenSearchOldDocumentIndex,  # noqa: ARG001 — ensures index exists
-    test_index_name: str,
-) -> Generator[OpenSearchDocumentIndex, None, None]:
-    yield OpenSearchDocumentIndex(
-        tenant_state=TenantState(tenant_id=TEST_TENANT_ID, multitenant=False),
-        index_name=test_index_name,
-        embedding_dim=EMBEDDING_DIM,
-        embedding_precision=EmbeddingPrecision.FLOAT,
-    )
-
-
-@pytest.fixture(scope="module")
-def document_indices(
-    vespa_document_index: VespaDocumentIndex,
-    opensearch_document_index: OpenSearchDocumentIndex,
-) -> Generator[list[DocumentIndexNew], None, None]:
-    yield [opensearch_document_index, vespa_document_index]
-
-
-# ---------------------------------------------------------------------------
-# Tests
-# ---------------------------------------------------------------------------
-
-
-class TestDocumentIndexNew:
-    """Tests the new DocumentIndex interface against real Vespa and OpenSearch."""
-
-    def test_index_single_new_doc(
-        self,
-        document_indices: list[DocumentIndexNew],
-        tenant_context: None,  # noqa: ARG002
-    ) -> None:
-        """Indexing a single new document returns one record with already_existed=False."""
-        for document_index in document_indices:
-            doc_id = f"test_single_new_{uuid.uuid4().hex[:8]}"
-            chunk = make_chunk(doc_id)
-            metadata = make_indexing_metadata([doc_id], old_counts=[0], new_counts=[1])
-
-            results = document_index.index(chunks=[chunk], indexing_metadata=metadata)
-
-            assert len(results) == 1
-            assert results[0].document_id == doc_id
-            assert results[0].already_existed is False
-
-    def test_index_existing_doc_already_existed_true(
-        self,
-        document_indices: list[DocumentIndexNew],
-        tenant_context: None,  # noqa: ARG002
-    ) -> None:
-        """Re-indexing a doc with previous chunks returns already_existed=True."""
-        for document_index in document_indices:
-            doc_id = f"test_existing_{uuid.uuid4().hex[:8]}"
-            chunk = make_chunk(doc_id)
-
-            # First index — brand new document.
-            metadata_first = make_indexing_metadata(
-                [doc_id], old_counts=[0], new_counts=[1]
-            )
-            document_index.index(chunks=[chunk], indexing_metadata=metadata_first)
-
-            # Allow near-real-time indexing to settle (needed for Vespa).
-            time.sleep(1)
-
-            # Re-index — old_chunk_cnt=1 signals the document already existed.
-            metadata_second = make_indexing_metadata(
-                [doc_id], old_counts=[1], new_counts=[1]
-            )
-            results = document_index.index(
-                chunks=[chunk], indexing_metadata=metadata_second
-            )
-
-            assert len(results) == 1
-            assert results[0].already_existed is True
-
-    def test_index_multiple_docs(
-        self,
-        document_indices: list[DocumentIndexNew],
-        tenant_context: None,  # noqa: ARG002
-    ) -> None:
-        """Indexing multiple documents returns one record per unique document."""
-        for document_index in document_indices:
-            doc1 = f"test_multi_1_{uuid.uuid4().hex[:8]}"
-            doc2 = f"test_multi_2_{uuid.uuid4().hex[:8]}"
-            chunks = [
-                make_chunk(doc1, chunk_id=0),
-                make_chunk(doc1, chunk_id=1),
-                make_chunk(doc2, chunk_id=0),
-            ]
-            metadata = make_indexing_metadata(
-                [doc1, doc2], old_counts=[0, 0], new_counts=[2, 1]
-            )
-
-            results = document_index.index(chunks=chunks, indexing_metadata=metadata)
-
-            result_map = {r.document_id: r.already_existed for r in results}
-            assert len(result_map) == 2
-            assert result_map[doc1] is False
-            assert result_map[doc2] is False
-
-    def test_index_deduplicates_doc_ids_in_results(
-        self,
-        document_indices: list[DocumentIndexNew],
-        tenant_context: None,  # noqa: ARG002
-    ) -> None:
-        """Multiple chunks from the same document produce only one
-        DocumentInsertionRecord."""
-        for document_index in document_indices:
-            doc_id = f"test_dedup_{uuid.uuid4().hex[:8]}"
-            chunks = [make_chunk(doc_id, chunk_id=i) for i in range(5)]
-            metadata = make_indexing_metadata([doc_id], old_counts=[0], new_counts=[5])
-
-            results = document_index.index(chunks=chunks, indexing_metadata=metadata)
-
-            assert len(results) == 1
-            assert results[0].document_id == doc_id
-
-    def test_index_mixed_new_and_existing_docs(
-        self,
-        document_indices: list[DocumentIndexNew],
-        tenant_context: None,  # noqa: ARG002
-    ) -> None:
-        """A batch with both new and existing documents returns the correct
-        already_existed flag for each."""
-        for document_index in document_indices:
-            existing_doc = f"test_mixed_exist_{uuid.uuid4().hex[:8]}"
-            new_doc = f"test_mixed_new_{uuid.uuid4().hex[:8]}"
-
-            # Pre-index the existing document.
-            pre_chunk = make_chunk(existing_doc)
-            pre_metadata = make_indexing_metadata(
-                [existing_doc], old_counts=[0], new_counts=[1]
-            )
-            document_index.index(chunks=[pre_chunk], indexing_metadata=pre_metadata)
-
-            time.sleep(1)
-
-            # Now index a batch with the existing doc and a new doc.
-            chunks = [
-                make_chunk(existing_doc, chunk_id=0),
-                make_chunk(new_doc, chunk_id=0),
-            ]
-            metadata = make_indexing_metadata(
-                [existing_doc, new_doc], old_counts=[1, 0], new_counts=[1, 1]
-            )
-
-            results = document_index.index(chunks=chunks, indexing_metadata=metadata)
-
-            result_map = {r.document_id: r.already_existed for r in results}
-            assert len(result_map) == 2
-            assert result_map[existing_doc] is True
-            assert result_map[new_doc] is False

backend/tests/external_dependency_unit/document_index/test_document_index_old.py

@@ -1,41 +1,275 @@
 """External dependency tests for the old DocumentIndex interface.
 
 These tests assume Vespa and OpenSearch are running.
+
+TODO(ENG-3764)(andrei): Consolidate some of these test fixtures.
 """
 
+import os
 import time
+import uuid
 from collections.abc import Generator
+from unittest.mock import patch
 
+import httpx
 import pytest
 
+from onyx.access.models import DocumentAccess
+from onyx.configs.constants import DocumentSource
+from onyx.connectors.models import Document
 from onyx.context.search.models import IndexFilters
+from onyx.db.enums import EmbeddingPrecision
 from onyx.document_index.interfaces import DocumentIndex
 from onyx.document_index.interfaces import IndexBatchParams
 from onyx.document_index.interfaces import VespaChunkRequest
 from onyx.document_index.interfaces import VespaDocumentUserFields
+from onyx.document_index.opensearch.client import wait_for_opensearch_with_timeout
 from onyx.document_index.opensearch.opensearch_document_index import (
     OpenSearchOldDocumentIndex,
 )
 from onyx.document_index.vespa.index import VespaIndex
+from onyx.document_index.vespa.shared_utils.utils import get_vespa_http_client
+from onyx.document_index.vespa.shared_utils.utils import wait_for_vespa_with_timeout
+from onyx.indexing.models import ChunkEmbedding
 from onyx.indexing.models import DocMetadataAwareIndexChunk
+from shared_configs.configs import MULTI_TENANT
+from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
 from shared_configs.contextvars import get_current_tenant_id
-from tests.external_dependency_unit.document_index.conftest import make_chunk
+from tests.external_dependency_unit.constants import TEST_TENANT_ID
+
+
+@pytest.fixture(scope="module")
+def opensearch_available() -> Generator[None, None, None]:
+    """Verifies OpenSearch is running, fails the test if not."""
+    if not wait_for_opensearch_with_timeout():
+        pytest.fail("OpenSearch is not available.")
+    yield  # Test runs here.
+
+
+@pytest.fixture(scope="module")
+def test_index_name() -> Generator[str, None, None]:
+    yield f"test_index_{uuid.uuid4().hex[:8]}"  # Test runs here.
+
+
+@pytest.fixture(scope="module")
+def tenant_context() -> Generator[None, None, None]:
+    """Sets up tenant context for testing."""
+    token = CURRENT_TENANT_ID_CONTEXTVAR.set(TEST_TENANT_ID)
+    try:
+        yield  # Test runs here.
+    finally:
+        # Reset the tenant context after the test
+        CURRENT_TENANT_ID_CONTEXTVAR.reset(token)
+
+
+@pytest.fixture(scope="module")
+def httpx_client() -> Generator[httpx.Client, None, None]:
+    client = get_vespa_http_client()
+    try:
+        yield client
+    finally:
+        client.close()
+
+
+@pytest.fixture(scope="module")
+def vespa_document_index(
+    httpx_client: httpx.Client,
+    tenant_context: None,  # noqa: ARG001
+    test_index_name: str,
+) -> Generator[VespaIndex, None, None]:
+    vespa_index = VespaIndex(
+        index_name=test_index_name,
+        secondary_index_name=None,
+        large_chunks_enabled=False,
+        secondary_large_chunks_enabled=None,
+        multitenant=MULTI_TENANT,
+        httpx_client=httpx_client,
+    )
+    backend_dir = os.path.abspath(
+        os.path.join(os.path.dirname(__file__), "..", "..", "..")
+    )
+    with patch("os.getcwd", return_value=backend_dir):
+        vespa_index.ensure_indices_exist(
+            primary_embedding_dim=128,
+            primary_embedding_precision=EmbeddingPrecision.FLOAT,
+            secondary_index_embedding_dim=None,
+            secondary_index_embedding_precision=None,
+        )
+    # Verify Vespa is running, fails the test if not. Try 90 seconds for testing
+    # in CI. We have to do this here because this endpoint only becomes live
+    # once we create an index.
+    if not wait_for_vespa_with_timeout(wait_limit=90):
+        pytest.fail("Vespa is not available.")
+
+    # Wait until the schema is actually ready for writes on content nodes. We
+    # probe by attempting a PUT; 200 means the schema is live, 400 means not
+    # yet. This is so scuffed but running the test is really flakey otherwise;
+    # this is only temporary until we entirely move off of Vespa.
+    probe_doc = {
+        "fields": {
+            "document_id": "__probe__",
+            "chunk_id": 0,
+            "blurb": "",
+            "title": "",
+            "skip_title": True,
+            "content": "",
+            "content_summary": "",
+            "source_type": "file",
+            "source_links": "null",
+            "semantic_identifier": "",
+            "section_continuation": False,
+            "large_chunk_reference_ids": [],
+            "metadata": "{}",
+            "metadata_list": [],
+            "metadata_suffix": "",
+            "chunk_context": "",
+            "doc_summary": "",
+            "embeddings": {"full_chunk": [1.0] + [0.0] * 127},
+            "access_control_list": {},
+            "document_sets": {},
+            "image_file_name": None,
+            "user_project": [],
+            "personas": [],
+            "boost": 0.0,
+            "aggregated_chunk_boost_factor": 0.0,
+            "primary_owners": [],
+            "secondary_owners": [],
+        }
+    }
+    schema_ready = False
+    probe_url = (
+        f"http://localhost:8081/document/v1/default/{test_index_name}/docid/__probe__"
+    )
+    for _ in range(60):
+        resp = httpx_client.post(probe_url, json=probe_doc)
+        if resp.status_code == 200:
+            schema_ready = True
+            # Clean up the probe document.
+            httpx_client.delete(probe_url)
+            break
+        time.sleep(1)
+    if not schema_ready:
+        pytest.fail(f"Vespa schema '{test_index_name}' did not become ready in time.")
+
+    yield vespa_index  # Test runs here.
+
+    # TODO(ENG-3765)(andrei): Explicitly cleanup index. Not immediately
+    # pressing; in CI we should be using fresh instances of dependencies each
+    # time anyway.
+
+
+@pytest.fixture(scope="module")
+def opensearch_document_index(
+    opensearch_available: None,  # noqa: ARG001
+    tenant_context: None,  # noqa: ARG001
+    test_index_name: str,
+) -> Generator[OpenSearchOldDocumentIndex, None, None]:
+    opensearch_index = OpenSearchOldDocumentIndex(
+        index_name=test_index_name,
+        embedding_dim=128,
+        embedding_precision=EmbeddingPrecision.FLOAT,
+        secondary_index_name=None,
+        secondary_embedding_dim=None,
+        secondary_embedding_precision=None,
+        large_chunks_enabled=False,
+        secondary_large_chunks_enabled=None,
+        multitenant=MULTI_TENANT,
+    )
+    opensearch_index.ensure_indices_exist(
+        primary_embedding_dim=128,
+        primary_embedding_precision=EmbeddingPrecision.FLOAT,
+        secondary_index_embedding_dim=None,
+        secondary_index_embedding_precision=None,
+    )
+
+    yield opensearch_index  # Test runs here.
+
+    # TODO(ENG-3765)(andrei): Explicitly cleanup index. Not immediately
+    # pressing; in CI we should be using fresh instances of dependencies each
+    # time anyway.
 
 
 @pytest.fixture(scope="module")
 def document_indices(
-    vespa_index: VespaIndex,
-    opensearch_old_index: OpenSearchOldDocumentIndex,
+    vespa_document_index: VespaIndex,
+    opensearch_document_index: OpenSearchOldDocumentIndex,
 ) -> Generator[list[DocumentIndex], None, None]:
     # Ideally these are parametrized; doing so with pytest fixtures is tricky.
-    yield [opensearch_old_index, vespa_index]
+    yield [opensearch_document_index, vespa_document_index]  # Test runs here.
 
 
 @pytest.fixture(scope="function")
 def chunks(
     tenant_context: None,  # noqa: ARG001
 ) -> Generator[list[DocMetadataAwareIndexChunk], None, None]:
-    yield [make_chunk("test_doc", chunk_id=i) for i in range(5)]
+    result = []
+    chunk_count = 5
+    doc_id = "test_doc"
+    tenant_id = get_current_tenant_id()
+    access = DocumentAccess.build(
+        user_emails=[],
+        user_groups=[],
+        external_user_emails=[],
+        external_user_group_ids=[],
+        is_public=True,
+    )
+    document_sets: set[str] = set()
+    user_project: list[int] = list()
+    personas: list[int] = list()
+    boost = 0
+    blurb = "blurb"
+    content = "content"
+    title_prefix = ""
+    doc_summary = ""
+    chunk_context = ""
+    title_embedding = [1.0] + [0] * 127
+    # Full 0 vectors are not supported for cos similarity.
+    embeddings = ChunkEmbedding(
+        full_embedding=[1.0] + [0] * 127, mini_chunk_embeddings=[]
+    )
+    source_document = Document(
+        id=doc_id,
+        semantic_identifier="semantic identifier",
+        source=DocumentSource.FILE,
+        sections=[],
+        metadata={},
+        title="title",
+    )
+    metadata_suffix_keyword = ""
+    image_file_id = None
+    source_links: dict[int, str] = {0: ""}
+    ancestor_hierarchy_node_ids: list[int] = []
+    for i in range(chunk_count):
+        result.append(
+            DocMetadataAwareIndexChunk(
+                tenant_id=tenant_id,
+                access=access,
+                document_sets=document_sets,
+                user_project=user_project,
+                personas=personas,
+                boost=boost,
+                aggregated_chunk_boost_factor=0,
+                ancestor_hierarchy_node_ids=ancestor_hierarchy_node_ids,
+                embeddings=embeddings,
+                title_embedding=title_embedding,
+                source_document=source_document,
+                title_prefix=title_prefix,
+                metadata_suffix_keyword=metadata_suffix_keyword,
+                metadata_suffix_semantic="",
+                contextual_rag_reserved_tokens=0,
+                doc_summary=doc_summary,
+                chunk_context=chunk_context,
+                mini_chunk_texts=None,
+                large_chunk_id=None,
+                chunk_id=i,
+                blurb=blurb,
+                content=content,
+                source_links=source_links,
+                image_file_id=image_file_id,
+                section_continuation=False,
+            )
+        )
+    yield result  # Test runs here.
 
 
 @pytest.fixture(scope="function")
@@ -102,8 +336,8 @@ class TestDocumentIndexOld:
             project_persona_filters = IndexFilters(
                 access_control_list=None,
                 tenant_id=tenant_id,
-                project_id_filter=1,
-                persona_id_filter=2,
+                project_id=1,
+                persona_id=2,
                 # We need this even though none of the chunks belong to a
                 # document set because project_id and persona_id are only
                 # additive filters in the event the agent has knowledge scope;

backend/tests/external_dependency_unit/opensearch/test_assistant_knowledge_filter.py

@@ -1,30 +1,34 @@
 """Tests for OpenSearch assistant knowledge filter construction.
 
-These tests verify that when an assistant (persona) has knowledge attached,
-the search filter includes the appropriate scope filters with OR logic (not AND),
-ensuring documents are discoverable across knowledge types like attached documents,
-hierarchy nodes, document sets, and persona/project user files.
+These tests verify that when an assistant (persona) has user files attached,
+the search filter includes those user file IDs in the assistant knowledge filter
+with OR logic (not AND), ensuring user files are discoverable alongside other
+knowledge types like attached documents and hierarchy nodes.
+
+This prevents a regression where user_file_ids were added as a separate AND
+filter, making it impossible to find user files when the assistant also had
+attached documents or hierarchy nodes (since no document could match both).
 """
 
 from typing import Any
+from uuid import UUID
 
 from onyx.configs.constants import DocumentSource
 from onyx.document_index.interfaces_new import TenantState
-from onyx.document_index.opensearch.schema import PERSONAS_FIELD_NAME
+from onyx.document_index.opensearch.schema import DOCUMENT_ID_FIELD_NAME
 from onyx.document_index.opensearch.search import DocumentQuery
 from shared_configs.configs import POSTGRES_DEFAULT_SCHEMA
 
+USER_FILE_ID = UUID("6ad84e45-4450-406c-9d36-fcb5e74aca6b")
 ATTACHED_DOCUMENT_ID = "https://docs.google.com/document/d/test-doc-id"
 HIERARCHY_NODE_ID = 42
-PERSONA_ID = 7
 
 
 def _get_search_filters(
     source_types: list[DocumentSource],
+    user_file_ids: list[UUID],
     attached_document_ids: list[str] | None,
     hierarchy_node_ids: list[int] | None,
-    persona_id_filter: int | None = None,
-    document_sets: list[str] | None = None,
 ) -> list[dict[str, Any]]:
     return DocumentQuery._get_search_filters(
         tenant_state=TenantState(tenant_id=POSTGRES_DEFAULT_SCHEMA, multitenant=False),
@@ -32,14 +36,15 @@ def _get_search_filters(
         access_control_list=["user_email:test@example.com"],
         source_types=source_types,
         tags=[],
-        document_sets=document_sets or [],
-        project_id_filter=None,
-        persona_id_filter=persona_id_filter,
+        document_sets=[],
+        project_id=None,
+        persona_id=None,
         time_cutoff=None,
         min_chunk_index=None,
         max_chunk_index=None,
         max_chunk_size=None,
         document_id=None,
+        user_file_ids=user_file_ids,
         attached_document_ids=attached_document_ids,
         hierarchy_node_ids=hierarchy_node_ids,
     )
@@ -48,97 +53,137 @@ def _get_search_filters(
 class TestAssistantKnowledgeFilter:
     """Tests for assistant knowledge filter construction in OpenSearch queries."""
 
-    def test_persona_id_filter_added_when_knowledge_scope_exists(self) -> None:
-        """persona_id_filter should be OR'd into the knowledge scope filter
-        when explicit knowledge attachments (attached_document_ids,
-        hierarchy_node_ids, document_sets) are present."""
+    def test_user_file_ids_included_in_assistant_knowledge_filter(self) -> None:
+        """
+        Tests that user_file_ids are included in the assistant knowledge filter
+        with OR logic when the assistant has both user files and attached documents.
+
+        This prevents the regression where user files were ANDed with other
+        knowledge types, making them unfindable.
+        """
+
+        # Under test: Call the filter construction method directly
         filter_clauses = _get_search_filters(
-            source_types=[DocumentSource.FILE],
+            source_types=[DocumentSource.FILE, DocumentSource.USER_FILE],
+            user_file_ids=[USER_FILE_ID],
             attached_document_ids=[ATTACHED_DOCUMENT_ID],
             hierarchy_node_ids=[HIERARCHY_NODE_ID],
-            persona_id_filter=PERSONA_ID,
         )
 
+        # Postcondition: Find the assistant knowledge filter (bool with should clauses)
         knowledge_filter = None
         for clause in filter_clauses:
             if "bool" in clause and "should" in clause["bool"]:
+                # Check if this is the knowledge filter (has minimum_should_match=1)
                 if clause["bool"].get("minimum_should_match") == 1:
                     knowledge_filter = clause
                     break
 
-        assert knowledge_filter is not None, (
-            "Expected to find an assistant knowledge filter with "
-            "'minimum_should_match: 1'"
-        )
+        assert (
+            knowledge_filter is not None
+        ), "Expected to find an assistant knowledge filter with 'minimum_should_match: 1'"
 
+        # The knowledge filter should have 3 should clauses (user files, attached docs, hierarchy nodes)
         should_clauses = knowledge_filter["bool"]["should"]
-        persona_found = any(
-            clause.get("term", {}).get(PERSONAS_FIELD_NAME, {}).get("value")
-            == PERSONA_ID
-            for clause in should_clauses
-        )
-        assert persona_found, (
-            f"Expected persona_id={PERSONA_ID} filter on {PERSONAS_FIELD_NAME} "
-            f"in should clauses. Got: {should_clauses}"
+        assert (
+            len(should_clauses) == 3
+        ), f"Expected 3 should clauses (user_file, attached_doc, hierarchy_node), got {len(should_clauses)}"
+
+        # Verify user_file_id is in one of the should clauses
+        user_file_filter_found = False
+        for should_clause in should_clauses:
+            # The user file filter uses a nested bool with should for each file ID
+            if "bool" in should_clause and "should" in should_clause["bool"]:
+                for term_clause in should_clause["bool"]["should"]:
+                    if "term" in term_clause:
+                        term_value = term_clause["term"].get(DOCUMENT_ID_FIELD_NAME, {})
+                        if term_value.get("value") == str(USER_FILE_ID):
+                            user_file_filter_found = True
+                            break
+
+        assert user_file_filter_found, (
+            f"Expected user_file_id {USER_FILE_ID} to be in the assistant knowledge "
+            f"filter's should clauses. Filter structure: {knowledge_filter}"
         )
 
-    def test_persona_id_filter_alone_creates_knowledge_scope(self) -> None:
-        """persona_id_filter IS a primary knowledge scope trigger — a persona
-        with user files is explicit knowledge, so it should restrict
-        search on its own."""
+    def test_user_file_ids_only_creates_knowledge_filter(self) -> None:
+        """
+        Tests that when only user_file_ids are provided (no attached_documents or
+        hierarchy_nodes), the assistant knowledge filter is still created with the
+        user file IDs.
+        """
+        # Precondition
+
         filter_clauses = _get_search_filters(
-            source_types=[],
+            source_types=[DocumentSource.USER_FILE],
+            user_file_ids=[USER_FILE_ID],
             attached_document_ids=None,
             hierarchy_node_ids=None,
-            persona_id_filter=PERSONA_ID,
         )
 
-        knowledge_filter = None
+        # Postcondition: Find filter that contains our user file ID
+        user_file_filter_found = False
         for clause in filter_clauses:
-            if "bool" in clause and "should" in clause["bool"]:
-                if clause["bool"].get("minimum_should_match") == 1:
-                    knowledge_filter = clause
-                    break
+            clause_str = str(clause)
+            if str(USER_FILE_ID) in clause_str:
+                user_file_filter_found = True
+                break
 
         assert (
-            knowledge_filter is not None
-        ), "Expected persona_id_filter alone to create a knowledge scope filter"
-        persona_found = any(
-            clause.get("term", {}).get(PERSONAS_FIELD_NAME, {}).get("value")
-            == PERSONA_ID
-            for clause in knowledge_filter["bool"]["should"]
-        )
-        assert persona_found, (
-            f"Expected persona_id={PERSONA_ID} filter in knowledge scope. "
-            f"Got: {knowledge_filter}"
-        )
+            user_file_filter_found
+        ), f"Expected user_file_id {USER_FILE_ID} to be in the filter clauses. Got: {filter_clauses}"
+
+    def test_no_separate_user_file_filter_when_assistant_has_knowledge(self) -> None:
+        """
+        Tests that user_file_ids are NOT added as a separate AND filter when the
+        assistant has other knowledge attached (attached_documents or hierarchy_nodes).
+        """
 
-    def test_knowledge_filter_with_document_sets_and_persona_filter(self) -> None:
-        """document_sets and persona_id_filter should be OR'd together in
-        the knowledge scope filter."""
         filter_clauses = _get_search_filters(
-            source_types=[],
-            attached_document_ids=None,
+            source_types=[DocumentSource.FILE, DocumentSource.USER_FILE],
+            user_file_ids=[USER_FILE_ID],
+            attached_document_ids=[ATTACHED_DOCUMENT_ID],
             hierarchy_node_ids=None,
-            persona_id_filter=PERSONA_ID,
-            document_sets=["engineering"],
         )
 
-        knowledge_filter = None
+        # Postcondition: Count how many times user_file_id appears in filter clauses
+        # It should appear exactly once (in the knowledge filter), not twice
+        user_file_id_str = str(USER_FILE_ID)
+        occurrences = 0
         for clause in filter_clauses:
-            if "bool" in clause and "should" in clause["bool"]:
-                if clause["bool"].get("minimum_should_match") == 1:
-                    knowledge_filter = clause
-                    break
+            if user_file_id_str in str(clause):
+                occurrences += 1
 
-        assert (
-            knowledge_filter is not None
-        ), "Expected knowledge filter when document_sets is provided"
+        assert occurrences == 1, (
+            f"Expected user_file_id to appear exactly once in filter clauses "
+            f"(inside the assistant knowledge filter), but found {occurrences} "
+            f"occurrences. This suggests user_file_ids is being added as both a "
+            f"separate AND filter and inside the knowledge filter. "
+            f"Filter clauses: {filter_clauses}"
+        )
 
-        filter_str = str(knowledge_filter)
-        assert (
-            "engineering" in filter_str
-        ), "Expected document_set 'engineering' in knowledge filter"
-        assert (
-            str(PERSONA_ID) in filter_str
-        ), f"Expected persona_id_filter {PERSONA_ID} in knowledge filter"
+    def test_multiple_user_files_all_included_in_filter(self) -> None:
+        """
+        Tests that when multiple user files are attached to an assistant,
+        all of them are included in the filter.
+        """
+        # Precondition
+        user_file_ids = [
+            UUID("6ad84e45-4450-406c-9d36-fcb5e74aca6b"),
+            UUID("7be95f56-5561-517d-ae47-acd6f85bdb7c"),
+            UUID("8cf06a67-6672-628e-bf58-ade7a96cec8d"),
+        ]
+
+        filter_clauses = _get_search_filters(
+            source_types=[DocumentSource.USER_FILE],
+            user_file_ids=user_file_ids,
+            attached_document_ids=[ATTACHED_DOCUMENT_ID],
+            hierarchy_node_ids=None,
+        )
+
+        # Postcondition: All user file IDs should be in the filter
+        filter_str = str(filter_clauses)
+        for user_file_id in user_file_ids:
+            assert (
+                str(user_file_id) in filter_str
+            ), f"Expected user_file_id {user_file_id} to be in the filter clauses"

backend/tests/external_dependency_unit/tools/test_mcp_passthrough_oauth.py

@@ -52,7 +52,7 @@ def _create_test_persona_with_mcp_tool(
         document_sets=[],
         users=[user],
         groups=[],
-        is_listed=True,
+        is_visible=True,
         is_public=True,
         display_priority=None,
         starter_messages=None,
@@ -368,10 +368,9 @@ class TestMCPPassThroughOAuth:
         def mock_call_mcp_tool(
             server_url: str,  # noqa: ARG001
             tool_name: str,  # noqa: ARG001
-            arguments: dict[str, Any],  # noqa: ARG001
+            kwargs: dict[str, Any],  # noqa: ARG001
             connection_headers: dict[str, str],
             transport: MCPTransport,  # noqa: ARG001
-            auth: Any = None,  # noqa: ARG001
         ) -> dict[str, Any]:
             captured_headers.update(connection_headers)
             return mocked_response

backend/tests/external_dependency_unit/tools/test_oauth_tool_integration.py

@@ -62,7 +62,7 @@ def _create_test_persona(db_session: Session, user: User, tools: list[Tool]) ->
         document_sets=[],
         users=[user],
         groups=[],
-        is_listed=True,
+        is_visible=True,
         is_public=True,
         display_priority=None,
         starter_messages=None,

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

@@ -53,7 +53,7 @@ class PersonaManager:
             label_ids=label_ids or [],
             user_file_ids=user_file_ids or [],
             display_priority=display_priority,
-            is_featured=featured,
+            featured=featured,
         )
 
         response = requests.post(
@@ -79,7 +79,7 @@ class PersonaManager:
             users=users or [],
             groups=groups or [],
             label_ids=label_ids or [],
-            is_featured=featured,
+            featured=featured,
         )
 
     @staticmethod
@@ -122,7 +122,7 @@ class PersonaManager:
             users=[UUID(user) for user in (users or persona.users)],
             groups=groups or persona.groups,
             label_ids=label_ids or persona.label_ids,
-            is_featured=featured if featured is not None else persona.is_featured,
+            featured=featured if featured is not None else persona.featured,
         )
 
         response = requests.patch(
@@ -152,7 +152,7 @@ class PersonaManager:
             users=[user["email"] for user in updated_persona_data["users"]],
             groups=updated_persona_data["groups"],
             label_ids=[label["id"] for label in updated_persona_data["labels"]],
-            is_featured=updated_persona_data["is_featured"],
+            featured=updated_persona_data["featured"],
         )
 
     @staticmethod
@@ -205,13 +205,9 @@ class PersonaManager:
                     mismatches.append(
                         ("is_public", persona.is_public, fetched_persona.is_public)
                     )
-                if fetched_persona.is_featured != persona.is_featured:
+                if fetched_persona.featured != persona.featured:
                     mismatches.append(
-                        (
-                            "is_featured",
-                            persona.is_featured,
-                            fetched_persona.is_featured,
-                        )
+                        ("featured", persona.featured, fetched_persona.featured)
                     )
                 if (
                     fetched_persona.llm_model_provider_override

backend/tests/integration/common_utils/test_models.py

@@ -169,7 +169,7 @@ class DATestPersona(BaseModel):
     users: list[str]
     groups: list[int]
     label_ids: list[int]
-    is_featured: bool = False
+    featured: bool = False
 
     # Embedded prompt fields (no longer separate prompt_ids)
     system_prompt: str | None = None

backend/tests/integration/tests/connector/test_last_indexed_time.py

@@ -1,237 +0,0 @@
-"""
-Integration tests for the "Last Indexed" time displayed on both the
-per-connector detail page and the all-connectors listing page.
-
-Expected behavior: "Last Indexed" = time_started of the most recent
-successful index attempt for the cc pair, regardless of pagination.
-
-Edge cases:
-1. First page of index attempts is entirely errors — last_indexed should
-   still reflect the older successful attempt beyond page 1.
-2. Credential swap — successful attempts, then failures after a
-   "credential change"; last_indexed should reflect the most recent
-   successful attempt.
-3. Mix of statuses — only the most recent successful attempt matters.
-4. COMPLETED_WITH_ERRORS counts as a success for last_indexed purposes.
-"""
-
-from datetime import datetime
-from datetime import timedelta
-from datetime import timezone
-
-from onyx.db.models import IndexingStatus
-from onyx.server.documents.models import CCPairFullInfo
-from onyx.server.documents.models import ConnectorIndexingStatusLite
-from tests.integration.common_utils.managers.cc_pair import CCPairManager
-from tests.integration.common_utils.managers.connector import ConnectorManager
-from tests.integration.common_utils.managers.credential import CredentialManager
-from tests.integration.common_utils.managers.index_attempt import IndexAttemptManager
-from tests.integration.common_utils.managers.user import UserManager
-from tests.integration.common_utils.test_models import DATestCCPair
-from tests.integration.common_utils.test_models import DATestUser
-
-
-def _wait_for_real_success(
-    cc_pair: DATestCCPair,
-    admin: DATestUser,
-) -> None:
-    """Wait for the initial index attempt to complete successfully."""
-    CCPairManager.wait_for_indexing_completion(
-        cc_pair,
-        after=datetime(2000, 1, 1, tzinfo=timezone.utc),
-        user_performing_action=admin,
-        timeout=120,
-    )
-
-
-def _get_detail(cc_pair_id: int, admin: DATestUser) -> CCPairFullInfo:
-    result = CCPairManager.get_single(cc_pair_id, admin)
-    assert result is not None
-    return result
-
-
-def _get_listing(cc_pair_id: int, admin: DATestUser) -> ConnectorIndexingStatusLite:
-    result = CCPairManager.get_indexing_status_by_id(cc_pair_id, admin)
-    assert result is not None
-    return result
-
-
-def test_last_indexed_first_page_all_errors(reset: None) -> None:  # noqa: ARG001
-    """When the first page of index attempts is entirely errors but an
-    older successful attempt exists, both the detail page and the listing
-    page should still show the time of that successful attempt.
-
-    The detail page UI uses page size 8. We insert 10 failed attempts
-    more recent than the initial success to push the success off page 1.
-    """
-    admin = UserManager.create(name="admin_first_page_errors")
-    cc_pair = CCPairManager.create_from_scratch(user_performing_action=admin)
-    _wait_for_real_success(cc_pair, admin)
-
-    # Baseline: last_success should be set from the initial successful run
-    listing_before = _get_listing(cc_pair.id, admin)
-    assert listing_before.last_success is not None
-
-    # 10 recent failures push the success off page 1
-    IndexAttemptManager.create_test_index_attempts(
-        num_attempts=10,
-        cc_pair_id=cc_pair.id,
-        status=IndexingStatus.FAILED,
-        error_msg="simulated failure",
-        base_time=datetime.now(tz=timezone.utc),
-    )
-
-    detail = _get_detail(cc_pair.id, admin)
-    listing = _get_listing(cc_pair.id, admin)
-
-    assert (
-        detail.last_indexed is not None
-    ), "Detail page last_indexed is None even though a successful attempt exists"
-    assert (
-        listing.last_success is not None
-    ), "Listing page last_success is None even though a successful attempt exists"
-
-    # Both surfaces must agree
-    assert detail.last_indexed == listing.last_success, (
-        f"Detail last_indexed={detail.last_indexed} != "
-        f"listing last_success={listing.last_success}"
-    )
-
-
-def test_last_indexed_credential_swap_scenario(reset: None) -> None:  # noqa: ARG001
-    """Perform an actual credential swap: create connector + cred1 (cc_pair_1),
-    wait for success, then associate a new cred2 with the same connector
-    (cc_pair_2), wait for that to succeed, and inject failures on cc_pair_2.
-
-    cc_pair_2's last_indexed must reflect cc_pair_2's own success, not
-    cc_pair_1's older one. Both the detail page and listing page must agree.
-    """
-    admin = UserManager.create(name="admin_cred_swap")
-
-    connector = ConnectorManager.create(user_performing_action=admin)
-    cred1 = CredentialManager.create(user_performing_action=admin)
-    cc_pair_1 = CCPairManager.create(
-        connector_id=connector.id,
-        credential_id=cred1.id,
-        user_performing_action=admin,
-    )
-    _wait_for_real_success(cc_pair_1, admin)
-
-    cred2 = CredentialManager.create(user_performing_action=admin, name="swapped-cred")
-    cc_pair_2 = CCPairManager.create(
-        connector_id=connector.id,
-        credential_id=cred2.id,
-        user_performing_action=admin,
-    )
-    _wait_for_real_success(cc_pair_2, admin)
-
-    listing_after_swap = _get_listing(cc_pair_2.id, admin)
-    assert listing_after_swap.last_success is not None
-
-    IndexAttemptManager.create_test_index_attempts(
-        num_attempts=10,
-        cc_pair_id=cc_pair_2.id,
-        status=IndexingStatus.FAILED,
-        error_msg="credential expired",
-        base_time=datetime.now(tz=timezone.utc),
-    )
-
-    detail = _get_detail(cc_pair_2.id, admin)
-    listing = _get_listing(cc_pair_2.id, admin)
-
-    assert detail.last_indexed is not None
-    assert listing.last_success is not None
-
-    assert detail.last_indexed == listing.last_success, (
-        f"Detail last_indexed={detail.last_indexed} != "
-        f"listing last_success={listing.last_success}"
-    )
-
-
-def test_last_indexed_mixed_statuses(reset: None) -> None:  # noqa: ARG001
-    """Mix of in_progress, failed, and successful attempts. Only the most
-    recent successful attempt's time matters."""
-    admin = UserManager.create(name="admin_mixed")
-    cc_pair = CCPairManager.create_from_scratch(user_performing_action=admin)
-    _wait_for_real_success(cc_pair, admin)
-
-    now = datetime.now(tz=timezone.utc)
-
-    # Success 5 hours ago
-    IndexAttemptManager.create_test_index_attempts(
-        num_attempts=1,
-        cc_pair_id=cc_pair.id,
-        status=IndexingStatus.SUCCESS,
-        base_time=now - timedelta(hours=5),
-    )
-
-    # Failures 3 hours ago
-    IndexAttemptManager.create_test_index_attempts(
-        num_attempts=3,
-        cc_pair_id=cc_pair.id,
-        status=IndexingStatus.FAILED,
-        error_msg="transient failure",
-        base_time=now - timedelta(hours=3),
-    )
-
-    # In-progress 1 hour ago
-    IndexAttemptManager.create_test_index_attempts(
-        num_attempts=1,
-        cc_pair_id=cc_pair.id,
-        status=IndexingStatus.IN_PROGRESS,
-        base_time=now - timedelta(hours=1),
-    )
-
-    detail = _get_detail(cc_pair.id, admin)
-    listing = _get_listing(cc_pair.id, admin)
-
-    assert detail.last_indexed is not None
-    assert listing.last_success is not None
-
-    assert detail.last_indexed == listing.last_success, (
-        f"Detail last_indexed={detail.last_indexed} != "
-        f"listing last_success={listing.last_success}"
-    )
-
-
-def test_last_indexed_completed_with_errors(reset: None) -> None:  # noqa: ARG001
-    """COMPLETED_WITH_ERRORS is treated as a successful attempt (matching
-    IndexingStatus.is_successful()). When it is the most recent "success"
-    and later attempts all failed, both surfaces should reflect its time."""
-    admin = UserManager.create(name="admin_completed_errors")
-    cc_pair = CCPairManager.create_from_scratch(user_performing_action=admin)
-    _wait_for_real_success(cc_pair, admin)
-
-    now = datetime.now(tz=timezone.utc)
-
-    # COMPLETED_WITH_ERRORS 2 hours ago
-    IndexAttemptManager.create_test_index_attempts(
-        num_attempts=1,
-        cc_pair_id=cc_pair.id,
-        status=IndexingStatus.COMPLETED_WITH_ERRORS,
-        base_time=now - timedelta(hours=2),
-    )
-
-    # 10 failures after — push everything else off page 1
-    IndexAttemptManager.create_test_index_attempts(
-        num_attempts=10,
-        cc_pair_id=cc_pair.id,
-        status=IndexingStatus.FAILED,
-        error_msg="post-partial failure",
-        base_time=now,
-    )
-
-    detail = _get_detail(cc_pair.id, admin)
-    listing = _get_listing(cc_pair.id, admin)
-
-    assert (
-        detail.last_indexed is not None
-    ), "COMPLETED_WITH_ERRORS should count as a success for last_indexed"
-    assert (
-        listing.last_success is not None
-    ), "COMPLETED_WITH_ERRORS should count as a success for last_success"
-
-    assert detail.last_indexed == listing.last_success, (
-        f"Detail last_indexed={detail.last_indexed} != "
-        f"listing last_success={listing.last_success}"
-    )

backend/tests/integration/tests/discord_bot/test_discord_bot_db.py

@@ -35,8 +35,8 @@ def _create_test_persona(db_session: Session, persona_id: int, name: str) -> Per
         id=persona_id,
         name=name,
         description="Test persona for Discord bot tests",
-        is_listed=True,
-        is_featured=False,
+        is_visible=True,
+        featured=False,
         deleted=False,
         builtin_persona=False,
     )

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

@@ -25,7 +25,7 @@ def test_cold_startup_default_assistant() -> None:
         result = db_session.execute(
             text(
                 """
-                SELECT id, name, builtin_persona, is_featured, deleted
+                SELECT id, name, builtin_persona, featured, deleted
                 FROM persona
                 WHERE builtin_persona = true
                 ORDER BY id
@@ -40,7 +40,7 @@ def test_cold_startup_default_assistant() -> None:
         assert default[0] == 0, "Default assistant should have ID 0"
         assert default[1] == "Assistant", "Should be named 'Assistant'"
         assert default[2] is True, "Should be builtin"
-        assert default[3] is True, "Should be is_featured"
+        assert default[3] is True, "Should be featured"
         assert default[4] is False, "Should not be deleted"
 
         # Check tools are properly associated

backend/tests/integration/tests/migrations/test_migrations.py

@@ -7,7 +7,6 @@ import json
 import pytest
 from sqlalchemy import text
 
-from onyx.configs.constants import ANONYMOUS_USER_UUID
 from onyx.configs.constants import DEFAULT_BOOST
 from onyx.db.engine.sql_engine import get_session_with_current_tenant
 from tests.integration.common_utils.reset import downgrade_postgres
@@ -238,6 +237,7 @@ def test_jira_connector_migration() -> None:
     upgrade_postgres(
         database="postgres", config_name="alembic", revision="da42808081e3"
     )
+
     # Verify the upgrade was applied correctly
     with get_session_with_current_tenant() as db_session:
         results = db_session.execute(
@@ -322,165 +322,3 @@ def test_jira_connector_migration() -> None:
             == "https://example.atlassian.net/projects/TEST"
         )
         assert config_2["batch_size"] == 50
-
-
-def test_anonymous_user_migration_dedupes_null_notifications() -> None:
-    downgrade_postgres(
-        database="postgres", config_name="alembic", revision="base", clear_data=True
-    )
-    upgrade_postgres(
-        database="postgres",
-        config_name="alembic",
-        revision="f7ca3e2f45d9",
-    )
-
-    with get_session_with_current_tenant() as db_session:
-        db_session.execute(
-            text(
-                """
-                INSERT INTO notification (
-                    id,
-                    notif_type,
-                    user_id,
-                    dismissed,
-                    last_shown,
-                    first_shown,
-                    title,
-                    description,
-                    additional_data
-                )
-                VALUES
-                    (
-                        1,
-                        'RELEASE_NOTES',
-                        NULL,
-                        FALSE,
-                        NOW(),
-                        NOW(),
-                        'Onyx v2.10.0 is available!',
-                        'Check out what''s new in v2.10.0',
-                        '{"version":"v2.10.0","link":"https://docs.onyx.app/changelog#v2-10-0"}'::jsonb
-                    ),
-                    (
-                        2,
-                        'RELEASE_NOTES',
-                        NULL,
-                        FALSE,
-                        NOW(),
-                        NOW(),
-                        'Onyx v2.10.0 is available!',
-                        'Check out what''s new in v2.10.0',
-                        '{"version":"v2.10.0","link":"https://docs.onyx.app/changelog#v2-10-0"}'::jsonb
-                    )
-                """
-            )
-        )
-        db_session.commit()
-
-    upgrade_postgres(
-        database="postgres", config_name="alembic", revision="e7f8a9b0c1d2"
-    )
-
-    with get_session_with_current_tenant() as db_session:
-        notifications = db_session.execute(
-            text(
-                """
-                SELECT id, user_id
-                FROM notification
-                ORDER BY id
-                """
-            )
-        ).fetchall()
-
-        anonymous_user = db_session.execute(
-            text(
-                """
-                SELECT id, email, role
-                FROM "user"
-                WHERE id = :user_id
-                """
-            ),
-            {"user_id": ANONYMOUS_USER_UUID},
-        ).fetchone()
-
-    assert len(notifications) == 1
-    assert notifications[0].id == 2  # Higher id wins when timestamps are equal
-    assert str(notifications[0].user_id) == ANONYMOUS_USER_UUID
-    assert anonymous_user is not None
-    assert anonymous_user.email == "anonymous@onyx.app"
-    assert anonymous_user.role == "LIMITED"
-
-
-def test_anonymous_user_migration_collision_with_existing_anonymous_notification() -> (
-    None
-):
-    """Test that a NULL-owned notification that collides with an already-existing
-    anonymous-owned notification is removed during migration."""
-    downgrade_postgres(
-        database="postgres", config_name="alembic", revision="base", clear_data=True
-    )
-    upgrade_postgres(
-        database="postgres",
-        config_name="alembic",
-        revision="f7ca3e2f45d9",
-    )
-
-    with get_session_with_current_tenant() as db_session:
-        # Create the anonymous user early so we can insert a notification owned by it
-        db_session.execute(
-            text(
-                """
-                INSERT INTO "user" (id, email, hashed_password, is_active, is_superuser, is_verified, role)
-                VALUES (:id, 'anonymous@onyx.app', '', TRUE, FALSE, TRUE, 'LIMITED')
-                ON CONFLICT (id) DO NOTHING
-                """
-            ),
-            {"id": ANONYMOUS_USER_UUID},
-        )
-        # Insert an anonymous-owned notification (already migrated in a prior partial run)
-        db_session.execute(
-            text(
-                """
-                INSERT INTO notification (
-                    id, notif_type, user_id, dismissed, last_shown, first_shown,
-                    title, description, additional_data
-                )
-                VALUES
-                    (
-                        1, 'RELEASE_NOTES', :user_id, FALSE, NOW(), NOW(),
-                        'Onyx v2.10.0 is available!',
-                        'Check out what''s new in v2.10.0',
-                        '{"version":"v2.10.0","link":"https://docs.onyx.app/changelog#v2-10-0"}'::jsonb
-                    ),
-                    (
-                        2, 'RELEASE_NOTES', NULL, FALSE, NOW(), NOW(),
-                        'Onyx v2.10.0 is available!',
-                        'Check out what''s new in v2.10.0',
-                        '{"version":"v2.10.0","link":"https://docs.onyx.app/changelog#v2-10-0"}'::jsonb
-                    )
-                """
-            ),
-            {"user_id": ANONYMOUS_USER_UUID},
-        )
-        db_session.commit()
-
-    upgrade_postgres(
-        database="postgres", config_name="alembic", revision="e7f8a9b0c1d2"
-    )
-
-    with get_session_with_current_tenant() as db_session:
-        notifications = db_session.execute(
-            text(
-                """
-                SELECT id, user_id
-                FROM notification
-                ORDER BY id
-                """
-            )
-        ).fetchall()
-
-    # Only the original anonymous-owned notification should remain;
-    # the NULL-owned duplicate should have been deleted
-    assert len(notifications) == 1
-    assert notifications[0].id == 1
-    assert str(notifications[0].user_id) == ANONYMOUS_USER_UUID

backend/tests/integration/tests/personas/test_unified_assistant.py

@@ -33,8 +33,8 @@ def test_unified_assistant(
         "search, web browsing, and image generation"
         in unified_assistant.description.lower()
     )
-    assert unified_assistant.is_featured is True
-    assert unified_assistant.is_listed is True
+    assert unified_assistant.featured is True
+    assert unified_assistant.is_visible is True
 
     # Verify tools
     tools = unified_assistant.tools

backend/tests/unit/onyx/auth/test_jwt_provisioning.py

@@ -86,7 +86,7 @@ async def test_get_or_create_user_skips_inactive(
     """Inactive users should not be re-authenticated via JWT."""
     monkeypatch.setattr(users_module, "TRACK_EXTERNAL_IDP_EXPIRY", True)
     monkeypatch.setattr(users_module, "verify_email_is_invited", lambda _: None)
-    monkeypatch.setattr(users_module, "verify_email_domain", lambda *_a, **_kw: None)
+    monkeypatch.setattr(users_module, "verify_email_domain", lambda _: None)
 
     email = "inactive@example.com"
     payload: dict[str, Any] = {"email": email}
@@ -126,7 +126,7 @@ async def test_get_or_create_user_handles_race_conditions(
     """If provisioning races, newly inactive users should still be blocked."""
     monkeypatch.setattr(users_module, "TRACK_EXTERNAL_IDP_EXPIRY", True)
     monkeypatch.setattr(users_module, "verify_email_is_invited", lambda _: None)
-    monkeypatch.setattr(users_module, "verify_email_domain", lambda *_a, **_kw: None)
+    monkeypatch.setattr(users_module, "verify_email_domain", lambda _: None)
 
     email = "race@example.com"
     payload: dict[str, Any] = {"email": email}
@@ -182,7 +182,7 @@ async def test_get_or_create_user_provisions_new_user(
     monkeypatch.setattr(users_module, "TRACK_EXTERNAL_IDP_EXPIRY", False)
     monkeypatch.setattr(users_module, "generate_password", lambda: "TempPass123!")
     monkeypatch.setattr(users_module, "verify_email_is_invited", lambda _: None)
-    monkeypatch.setattr(users_module, "verify_email_domain", lambda *_a, **_kw: None)
+    monkeypatch.setattr(users_module, "verify_email_domain", lambda _: None)
 
     recorded: dict[str, Any] = {}
 

backend/tests/unit/onyx/auth/test_user_registration.py

@@ -15,11 +15,11 @@ from unittest.mock import MagicMock
 from unittest.mock import patch
 
 import pytest
+from fastapi import HTTPException
 
 from onyx.auth.schemas import UserCreate
 from onyx.auth.users import UserManager
 from onyx.configs.constants import AuthType
-from onyx.error_handling.exceptions import OnyxError
 
 # Note: Only async test methods are marked with @pytest.mark.asyncio individually
 # to avoid warnings on synchronous tests
@@ -89,11 +89,11 @@ class TestDisposableEmailValidation:
         user_manager = UserManager(MagicMock())
 
         # Execute & Assert
-        with pytest.raises(OnyxError) as exc:
+        with pytest.raises(HTTPException) as exc:
             await user_manager.create(mock_user_create)
 
         assert exc.value.status_code == 400
-        assert "Disposable email" in exc.value.detail
+        assert "Disposable email" in str(exc.value.detail)
         # Verify we never got to tenant provisioning
         mock_fetch_ee.assert_not_called()
 
@@ -138,9 +138,7 @@ class TestDisposableEmailValidation:
             pass  # We just want to verify domain check passed
 
         # Verify domain validation was called
-        mock_verify_domain.assert_called_once_with(
-            mock_user_create.email, is_registration=True
-        )
+        mock_verify_domain.assert_called_once_with(mock_user_create.email)
 
 
 class TestMultiTenantInviteLogic:
@@ -333,7 +331,7 @@ class TestSAMLOIDCBehavior:
         mock_get_invited.return_value = ["allowed@example.com"]
 
         # Execute & Assert
-        with pytest.raises(OnyxError) as exc:
+        with pytest.raises(HTTPException) as exc:
             verify_email_is_invited("newuser@example.com")
         assert exc.value.status_code == 403
 
@@ -387,7 +385,7 @@ class TestWhitelistBehavior:
         mock_get_invited.return_value = ["allowed@example.com"]
 
         # Execute & Assert
-        with pytest.raises(OnyxError) as exc:
+        with pytest.raises(HTTPException) as exc:
             verify_email_is_invited("notallowed@example.com")
 
         assert exc.value.status_code == 403
@@ -422,7 +420,7 @@ class TestSeatLimitEnforcement:
             "onyx.auth.users.fetch_ee_implementation_or_noop",
             return_value=lambda *_a, **_kw: seat_result,
         ):
-            with pytest.raises(OnyxError) as exc:
+            with pytest.raises(HTTPException) as exc:
                 enforce_seat_limit(MagicMock())
 
             assert exc.value.status_code == 402
@@ -492,9 +490,7 @@ class TestCaseInsensitiveEmailMatching:
             pass
 
         # Verify flow
-        mock_verify_domain.assert_called_once_with(
-            user_create.email, is_registration=True
-        )
+        mock_verify_domain.assert_called_once_with(user_create.email)
 
     @patch("onyx.auth.users.is_disposable_email")
     @patch("onyx.auth.users.verify_email_domain")
@@ -544,7 +540,5 @@ class TestCaseInsensitiveEmailMatching:
             pass
 
         # Verify flow
-        mock_verify_domain.assert_called_once_with(
-            mock_user_create.email, is_registration=True
-        )
+        mock_verify_domain.assert_called_once_with(mock_user_create.email)
         mock_verify_invited.assert_called_once()  # Existing tenant = invite needed

backend/tests/unit/onyx/auth/test_verify_email_domain.py

@@ -1,9 +1,9 @@
 import pytest
+from fastapi import HTTPException
 
 import onyx.auth.users as users
 from onyx.auth.users import verify_email_domain
 from onyx.configs.constants import AuthType
-from onyx.error_handling.exceptions import OnyxError
 
 
 def test_verify_email_domain_allows_case_insensitive_match(
@@ -21,7 +21,7 @@ def test_verify_email_domain_rejects_non_whitelisted_domain(
 ) -> None:
     monkeypatch.setattr(users, "VALID_EMAIL_DOMAINS", ["example.com"], raising=False)
 
-    with pytest.raises(OnyxError) as exc:
+    with pytest.raises(HTTPException) as exc:
         verify_email_domain("user@another.com")
     assert exc.value.status_code == 400
     assert "Email domain is not valid" in exc.value.detail
@@ -32,7 +32,7 @@ def test_verify_email_domain_invalid_email_format(
 ) -> None:
     monkeypatch.setattr(users, "VALID_EMAIL_DOMAINS", ["example.com"], raising=False)
 
-    with pytest.raises(OnyxError) as exc:
+    with pytest.raises(HTTPException) as exc:
         verify_email_domain("userexample.com")  # missing '@'
     assert exc.value.status_code == 400
     assert "Email is not valid" in exc.value.detail
@@ -44,10 +44,10 @@ def test_verify_email_domain_rejects_plus_addressing(
     monkeypatch.setattr(users, "VALID_EMAIL_DOMAINS", [], raising=False)
     monkeypatch.setattr(users, "AUTH_TYPE", AuthType.CLOUD, raising=False)
 
-    with pytest.raises(OnyxError) as exc:
+    with pytest.raises(HTTPException) as exc:
         verify_email_domain("user+tag@gmail.com")
     assert exc.value.status_code == 400
-    assert "'+'" in exc.value.detail
+    assert "'+'" in str(exc.value.detail)
 
 
 def test_verify_email_domain_allows_plus_for_onyx_app(
@@ -60,53 +60,13 @@ def test_verify_email_domain_allows_plus_for_onyx_app(
     verify_email_domain("user+tag@onyx.app")
 
 
-def test_verify_email_domain_rejects_dotted_gmail_on_registration(
-    monkeypatch: pytest.MonkeyPatch,
-) -> None:
-    monkeypatch.setattr(users, "VALID_EMAIL_DOMAINS", [], raising=False)
-    monkeypatch.setattr(users, "AUTH_TYPE", AuthType.CLOUD, raising=False)
-
-    with pytest.raises(OnyxError) as exc:
-        verify_email_domain("first.last@gmail.com", is_registration=True)
-    assert exc.value.status_code == 400
-    assert "'.'" in exc.value.detail
-
-
-def test_verify_email_domain_dotted_gmail_allowed_when_not_registration(
-    monkeypatch: pytest.MonkeyPatch,
-) -> None:
-    monkeypatch.setattr(users, "VALID_EMAIL_DOMAINS", [], raising=False)
-    monkeypatch.setattr(users, "AUTH_TYPE", AuthType.CLOUD, raising=False)
-
-    # Existing user signing in — should not be blocked
-    verify_email_domain("first.last@gmail.com", is_registration=False)
-
-
-def test_verify_email_domain_allows_dotted_non_gmail_on_registration(
-    monkeypatch: pytest.MonkeyPatch,
-) -> None:
-    monkeypatch.setattr(users, "VALID_EMAIL_DOMAINS", [], raising=False)
-    monkeypatch.setattr(users, "AUTH_TYPE", AuthType.CLOUD, raising=False)
-
-    verify_email_domain("first.last@example.com", is_registration=True)
-
-
-def test_verify_email_domain_dotted_gmail_allowed_when_not_cloud(
-    monkeypatch: pytest.MonkeyPatch,
-) -> None:
-    monkeypatch.setattr(users, "VALID_EMAIL_DOMAINS", [], raising=False)
-    monkeypatch.setattr(users, "AUTH_TYPE", AuthType.BASIC, raising=False)
-
-    verify_email_domain("first.last@gmail.com", is_registration=True)
-
-
 def test_verify_email_domain_rejects_googlemail(
     monkeypatch: pytest.MonkeyPatch,
 ) -> None:
     monkeypatch.setattr(users, "VALID_EMAIL_DOMAINS", [], raising=False)
     monkeypatch.setattr(users, "AUTH_TYPE", AuthType.CLOUD, raising=False)
 
-    with pytest.raises(OnyxError) as exc:
+    with pytest.raises(HTTPException) as exc:
         verify_email_domain("user@googlemail.com")
     assert exc.value.status_code == 400
-    assert "gmail.com" in exc.value.detail
+    assert "gmail.com" in str(exc.value.detail)

backend/tests/unit/onyx/auth/test_verify_email_invite.py

@@ -1,9 +1,9 @@
 import pytest
+from fastapi import HTTPException
 
 import onyx.auth.users as users
 from onyx.auth.users import verify_email_is_invited
 from onyx.configs.constants import AuthType
-from onyx.error_handling.exceptions import OnyxError
 
 
 @pytest.mark.parametrize("auth_type", [AuthType.SAML, AuthType.OIDC])
@@ -35,7 +35,7 @@ def test_verify_email_is_invited_enforced_for_basic_auth(
         raising=False,
     )
 
-    with pytest.raises(OnyxError) as exc:
+    with pytest.raises(HTTPException) as exc:
         verify_email_is_invited("newuser@example.com")
     assert exc.value.status_code == 403
 

backend/tests/unit/onyx/chat/test_context_files.py

@@ -324,7 +324,7 @@ class TestExtractContextFiles:
 
 class TestSearchFilterDetermination:
     """Verify that determine_search_params correctly resolves
-    project_id_filter, persona_id_filter, and search_usage based on
+    search_project_id, search_persona_id, and search_usage based on
     the extraction result and the precedence rule.
     """
 
@@ -353,8 +353,8 @@ class TestSearchFilterDetermination:
                 uncapped_token_count=100,
             ),
         )
-        assert result.project_id_filter is None
-        assert result.persona_id_filter is None
+        assert result.search_project_id is None
+        assert result.search_persona_id is None
         assert result.search_usage == SearchToolUsage.AUTO
 
     def test_custom_persona_files_overflow_persona_filter(self) -> None:
@@ -364,8 +364,8 @@ class TestSearchFilterDetermination:
             project_id=99,
             extracted_context_files=self._make_context(use_as_search_filter=True),
         )
-        assert result.persona_id_filter == 42
-        assert result.project_id_filter is None
+        assert result.search_persona_id == 42
+        assert result.search_project_id is None
         assert result.search_usage == SearchToolUsage.AUTO
 
     def test_custom_persona_no_files_no_project_leak(self) -> None:
@@ -375,8 +375,8 @@ class TestSearchFilterDetermination:
             project_id=99,
             extracted_context_files=self._make_context(),
         )
-        assert result.project_id_filter is None
-        assert result.persona_id_filter is None
+        assert result.search_project_id is None
+        assert result.search_persona_id is None
         assert result.search_usage == SearchToolUsage.AUTO
 
     def test_default_persona_project_files_fit_disables_search(self) -> None:
@@ -389,7 +389,7 @@ class TestSearchFilterDetermination:
                 uncapped_token_count=100,
             ),
         )
-        assert result.project_id_filter is None
+        assert result.search_project_id is None
         assert result.search_usage == SearchToolUsage.DISABLED
 
     def test_default_persona_project_files_overflow_enables_search(self) -> None:
@@ -402,8 +402,8 @@ class TestSearchFilterDetermination:
                 uncapped_token_count=7000,
             ),
         )
-        assert result.project_id_filter == 99
-        assert result.persona_id_filter is None
+        assert result.search_project_id == 99
+        assert result.search_persona_id is None
         assert result.search_usage == SearchToolUsage.ENABLED
 
     def test_default_persona_no_project_auto(self) -> None:
@@ -413,7 +413,7 @@ class TestSearchFilterDetermination:
             project_id=None,
             extracted_context_files=self._make_context(),
         )
-        assert result.project_id_filter is None
+        assert result.search_project_id is None
         assert result.search_usage == SearchToolUsage.AUTO
 
     def test_default_persona_project_no_files_disables_search(self) -> None:

backend/tests/unit/onyx/utils/test_vespa_query.py

@@ -1,6 +1,7 @@
 from datetime import datetime
 from datetime import timedelta
 from datetime import timezone
+from uuid import UUID
 
 from onyx.configs.constants import DocumentSource
 from onyx.configs.constants import INDEX_SEPARATOR
@@ -10,10 +11,10 @@ from onyx.document_index.vespa.shared_utils.vespa_request_builders import (
     build_vespa_filters,
 )
 from onyx.document_index.vespa_constants import DOC_UPDATED_AT
+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
@@ -150,30 +151,56 @@ class TestBuildVespaFilters:
         result = build_vespa_filters(filters)
         assert f"!({HIDDEN}=true) and " == result
 
-    def test_user_project_filter(self) -> None:
-        """Test user project filtering.
+    def test_user_file_ids_filter(self) -> None:
+        """Test user file IDs filtering."""
+        id1 = UUID("00000000-0000-0000-0000-000000000123")
+        id2 = UUID("00000000-0000-0000-0000-000000000456")
 
-        project_id_filter alone does NOT trigger a knowledge scope restriction
-        (an agent with no explicit knowledge should search everything).
-        It only participates when explicit knowledge filters are present.
-        """
-        # project_id_filter alone → no restriction
-        filters = IndexFilters(access_control_list=[], project_id_filter=789)
-        result = build_vespa_filters(filters)
-        assert f"!({HIDDEN}=true) and " == result
-
-        # project_id_filter with document_set → both OR'd
-        filters = IndexFilters(
-            access_control_list=[], project_id_filter=789, document_set=["set1"]
-        )
+        # Single user file ID (UUID)
+        filters = IndexFilters(access_control_list=[], user_file_ids=[id1])
         result = build_vespa_filters(filters)
         assert (
-            f'!({HIDDEN}=true) and (({DOCUMENT_SETS} contains "set1") or ({USER_PROJECT} contains "789")) and '
+            f'!({HIDDEN}=true) and ({DOCUMENT_ID} contains "{str(id1)}") and ' == result
+        )
+
+        # Multiple user file IDs (UUIDs)
+        filters = IndexFilters(access_control_list=[], user_file_ids=[id1, id2])
+        result = build_vespa_filters(filters)
+        assert (
+            f'!({HIDDEN}=true) and ({DOCUMENT_ID} contains "{str(id1)}" or {DOCUMENT_ID} contains "{str(id2)}") and '
             == result
         )
 
-        # No project id filter
-        filters = IndexFilters(access_control_list=[], project_id_filter=None)
+        # Empty user file IDs
+        filters = IndexFilters(access_control_list=[], user_file_ids=[])
+        result = build_vespa_filters(filters)
+        assert f"!({HIDDEN}=true) and " == result
+
+    def test_user_project_filter(self) -> None:
+        """Test user project filtering.
+
+        project_id alone does NOT trigger a knowledge scope restriction
+        (an agent with no explicit knowledge should search everything).
+        It only participates when explicit knowledge filters are present.
+        """
+        # project_id alone → no restriction
+        filters = IndexFilters(access_control_list=[], project_id=789)
+        result = build_vespa_filters(filters)
+        assert f"!({HIDDEN}=true) and " == result
+
+        # project_id with user_file_ids → both OR'd
+        id1 = UUID("00000000-0000-0000-0000-000000000123")
+        filters = IndexFilters(
+            access_control_list=[], project_id=789, user_file_ids=[id1]
+        )
+        result = build_vespa_filters(filters)
+        assert (
+            f'!({HIDDEN}=true) and (({DOCUMENT_ID} contains "{str(id1)}") or ({USER_PROJECT} contains "789")) and '
+            == result
+        )
+
+        # No project id
+        filters = IndexFilters(access_control_list=[], project_id=None)
         result = build_vespa_filters(filters)
         assert f"!({HIDDEN}=true) and " == result
 
@@ -206,16 +233,17 @@ class TestBuildVespaFilters:
     def test_combined_filters(self) -> None:
         """Test combining multiple filter types.
 
-        Knowledge-scope filters (document_set, project_id_filter, persona_id_filter)
-        are OR'd together, while all other filters are AND'd.
+        Knowledge-scope filters (document_set, user_file_ids, project_id,
+        persona_id) are OR'd together, while all other filters are AND'd.
         """
+        id1 = UUID("00000000-0000-0000-0000-000000000123")
         filters = IndexFilters(
             access_control_list=["user1", "group1"],
             source_type=[DocumentSource.WEB],
             tags=[Tag(tag_key="color", tag_value="red")],
             document_set=["set1"],
-            project_id_filter=789,
-            persona_id_filter=42,
+            user_file_ids=[id1],
+            project_id=789,
             time_cutoff=datetime(2023, 1, 1, tzinfo=timezone.utc),
         )
 
@@ -226,10 +254,9 @@ class TestBuildVespaFilters:
         expected += f'({SOURCE_TYPE} contains "web") and '
         expected += f'({METADATA_LIST} contains "color{INDEX_SEPARATOR}red") and '
         # Knowledge scope filters are OR'd together
-        # (persona_id_filter is primary, project_id_filter is additive — order reflects this)
         expected += (
             f'(({DOCUMENT_SETS} contains "set1")'
-            f' or ({PERSONAS} contains "42")'
+            f' or ({DOCUMENT_ID} contains "{str(id1)}")'
             f' or ({USER_PROJECT} contains "789")'
             f") and "
         )
@@ -249,37 +276,18 @@ class TestBuildVespaFilters:
         result = build_vespa_filters(filters)
         assert f'!({HIDDEN}=true) and ({DOCUMENT_SETS} contains "set1") and ' == result
 
-    def test_persona_id_filter_is_primary_knowledge_scope(self) -> None:
-        """persona_id_filter alone should trigger a knowledge scope restriction
-        (a persona with user files IS explicit knowledge)."""
-        filters = IndexFilters(access_control_list=[], persona_id_filter=42)
-        result = build_vespa_filters(filters)
-        assert f'!({HIDDEN}=true) and ({PERSONAS} contains "42") and ' == result
-
-    def test_persona_id_filter_with_project_id_filter(self) -> None:
-        """When persona_id_filter triggers the scope, project_id_filter should be
-        OR'd in additively."""
-        filters = IndexFilters(
-            access_control_list=[], persona_id_filter=42, project_id_filter=789
-        )
-        result = build_vespa_filters(filters)
-        expected = (
-            f"!({HIDDEN}=true) and "
-            f'(({PERSONAS} contains "42") or ({USER_PROJECT} contains "789")) and '
-        )
-        assert expected == result
-
-    def test_knowledge_scope_document_set_and_persona_filter_ored(self) -> None:
-        """Document set filter and persona_id_filter must be OR'd so that
-        connector documents (in the set) and persona user files can
-        both be found."""
+    def test_knowledge_scope_document_set_and_user_files_ored(self) -> None:
+        """Document set filter and user file IDs must be OR'd so that
+        connector documents (in the set) and user files (with specific
+        IDs) can both be found."""
+        id1 = UUID("00000000-0000-0000-0000-000000000123")
         filters = IndexFilters(
             access_control_list=[],
             document_set=["engineering"],
-            persona_id_filter=42,
+            user_file_ids=[id1],
         )
         result = build_vespa_filters(filters)
-        expected = f'!({HIDDEN}=true) and (({DOCUMENT_SETS} contains "engineering") or ({PERSONAS} contains "42")) and '
+        expected = f'!({HIDDEN}=true) and (({DOCUMENT_SETS} contains "engineering") or ({DOCUMENT_ID} contains "{str(id1)}")) and '
         assert expected == result
 
     def test_acl_large_list_uses_weighted_set(self) -> None:

deployment/terraform/modules/aws/README.md

@@ -8,7 +8,6 @@ This directory contains Terraform modules to provision the core AWS infrastructu
 - `postgres`: Creates an Amazon RDS for PostgreSQL instance and returns a connection URL
 - `redis`: Creates an ElastiCache for Redis replication group
 - `s3`: Creates an S3 bucket and locks access to a provided S3 VPC endpoint
-- `opensearch`: Creates an Amazon OpenSearch domain for managed search workloads
 - `onyx`: A higher-level composition that wires the above modules together for a complete, opinionated stack
 
 Use the `onyx` module if you want a working EKS + Postgres + Redis + S3 stack with sane defaults. Use the individual modules if you need more granular control.
@@ -129,7 +128,6 @@ Inputs (common):
 - `postgres_username`, `postgres_password`
 - `create_vpc` (default true) or existing VPC details and `s3_vpc_endpoint_id`
 - WAF controls such as `waf_allowed_ip_cidrs`, `waf_common_rule_set_count_rules`, rate limits, geo restrictions, and logging retention
-- Optional OpenSearch controls such as `enable_opensearch`, sizing, credentials, and log retention
 
 ### `vpc`
 - Builds a VPC sized for EKS with multiple private and public subnets
@@ -161,11 +159,6 @@ Key inputs include:
 ### `s3`
 - Creates an S3 bucket for file storage and scopes access to the provided S3 gateway VPC endpoint
 
-### `opensearch`
-- Creates an Amazon OpenSearch domain inside the VPC
-- Supports custom subnets, security groups, fine-grained access control, encryption, and CloudWatch log publishing
-- Outputs domain endpoints, ARN, and the managed security group ID when it creates one
-
 ## Installing the Onyx Helm chart (after Terraform)
 Once the cluster is active, deploy application workloads via Helm. You can use the chart in `deployment/helm/charts/onyx`.
 

deployment/terraform/modules/aws/onyx/main.tf

@@ -1,13 +1,12 @@
 locals {
-  workspace       = terraform.workspace
-  name            = var.name
-  merged_tags     = merge(var.tags, { tenant = local.name, environment = local.workspace })
-  vpc_name        = "${var.name}-vpc-${local.workspace}"
-  cluster_name    = "${var.name}-${local.workspace}"
-  bucket_name     = "${var.name}-file-store-${local.workspace}"
-  redis_name      = "${var.name}-redis-${local.workspace}"
-  postgres_name   = "${var.name}-postgres-${local.workspace}"
-  opensearch_name = var.opensearch_domain_name != null ? var.opensearch_domain_name : "${var.name}-opensearch-${local.workspace}"
+  workspace     = terraform.workspace
+  name          = var.name
+  merged_tags   = merge(var.tags, { tenant = local.name, environment = local.workspace })
+  vpc_name      = "${var.name}-vpc-${local.workspace}"
+  cluster_name  = "${var.name}-${local.workspace}"
+  bucket_name   = "${var.name}-file-store-${local.workspace}"
+  redis_name    = "${var.name}-redis-${local.workspace}"
+  postgres_name = "${var.name}-postgres-${local.workspace}"
 
   vpc_id          = var.create_vpc ? module.vpc[0].vpc_id : var.vpc_id
   private_subnets = var.create_vpc ? module.vpc[0].private_subnets : var.private_subnets
@@ -97,38 +96,3 @@ module "waf" {
   enable_logging                        = var.waf_enable_logging
   log_retention_days                    = var.waf_log_retention_days
 }
-
-module "opensearch" {
-  source = "../opensearch"
-  count  = var.enable_opensearch ? 1 : 0
-
-  name   = local.opensearch_name
-  vpc_id = local.vpc_id
-  # Prefer setting subnet_ids explicitly if the state of private_subnets is
-  # unclear.
-  subnet_ids    = length(var.opensearch_subnet_ids) > 0 ? var.opensearch_subnet_ids : slice(local.private_subnets, 0, 3)
-  ingress_cidrs = [local.vpc_cidr_block]
-  tags          = local.merged_tags
-
-  # Reuse EKS security groups
-  security_group_ids = [module.eks.node_security_group_id, module.eks.cluster_security_group_id]
-
-  # Configuration
-  engine_version                = var.opensearch_engine_version
-  instance_type                 = var.opensearch_instance_type
-  instance_count                = var.opensearch_instance_count
-  dedicated_master_enabled      = var.opensearch_dedicated_master_enabled
-  dedicated_master_type         = var.opensearch_dedicated_master_type
-  multi_az_with_standby_enabled = var.opensearch_multi_az_with_standby_enabled
-  ebs_volume_size               = var.opensearch_ebs_volume_size
-  ebs_throughput                = var.opensearch_ebs_throughput
-
-  # Authentication
-  internal_user_database_enabled = var.opensearch_internal_user_database_enabled
-  master_user_name               = var.opensearch_master_user_name
-  master_user_password           = var.opensearch_master_user_password
-
-  # Logging
-  enable_logging     = var.opensearch_enable_logging
-  log_retention_days = var.opensearch_log_retention_days
-}

deployment/terraform/modules/aws/onyx/outputs.tf

@@ -32,18 +32,3 @@ output "postgres_dbi_resource_id" {
   description = "RDS DB instance resource id"
   value       = module.postgres.dbi_resource_id
 }
-
-output "opensearch_endpoint" {
-  description = "OpenSearch domain endpoint"
-  value       = var.enable_opensearch ? module.opensearch[0].domain_endpoint : null
-}
-
-output "opensearch_dashboard_endpoint" {
-  description = "OpenSearch Dashboards endpoint"
-  value       = var.enable_opensearch ? module.opensearch[0].kibana_endpoint : null
-}
-
-output "opensearch_domain_arn" {
-  description = "OpenSearch domain ARN"
-  value       = var.enable_opensearch ? module.opensearch[0].domain_arn : null
-}

deployment/terraform/modules/aws/onyx/variables.tf

@@ -152,101 +152,3 @@ variable "waf_log_retention_days" {
   description = "Number of days to retain WAF logs"
   default     = 90
 }
-
-# OpenSearch Configuration Variables
-variable "enable_opensearch" {
-  type        = bool
-  description = "Whether to create an OpenSearch domain"
-  default     = false
-}
-
-variable "opensearch_engine_version" {
-  type        = string
-  description = "OpenSearch engine version"
-  default     = "3.3"
-}
-
-variable "opensearch_instance_type" {
-  type        = string
-  description = "Instance type for OpenSearch data nodes"
-  default     = "r8g.large.search"
-}
-
-variable "opensearch_instance_count" {
-  type        = number
-  description = "Number of OpenSearch data nodes"
-  default     = 3
-}
-
-variable "opensearch_dedicated_master_enabled" {
-  type        = bool
-  description = "Whether to enable dedicated master nodes for OpenSearch"
-  default     = true
-}
-
-variable "opensearch_dedicated_master_type" {
-  type        = string
-  description = "Instance type for dedicated master nodes"
-  default     = "m7g.large.search"
-}
-
-variable "opensearch_multi_az_with_standby_enabled" {
-  type        = bool
-  description = "Whether to enable Multi-AZ with Standby deployment"
-  default     = true
-}
-
-variable "opensearch_ebs_volume_size" {
-  type        = number
-  description = "EBS volume size in GiB per OpenSearch node"
-  default     = 512
-}
-
-variable "opensearch_ebs_throughput" {
-  type        = number
-  description = "Throughput in MiB/s for gp3 volumes"
-  default     = 256
-}
-
-variable "opensearch_internal_user_database_enabled" {
-  type        = bool
-  description = "Whether to enable the internal user database for fine-grained access control"
-  default     = true
-}
-
-variable "opensearch_master_user_name" {
-  type        = string
-  description = "Master user name for OpenSearch internal user database"
-  default     = null
-  sensitive   = true
-}
-
-variable "opensearch_master_user_password" {
-  type        = string
-  description = "Master user password for OpenSearch internal user database"
-  default     = null
-  sensitive   = true
-}
-
-variable "opensearch_domain_name" {
-  type        = string
-  description = "Override the OpenSearch domain name. If null, defaults to {name}-opensearch-{workspace}."
-  default     = null
-}
-
-variable "opensearch_enable_logging" {
-  type    = bool
-  default = false
-}
-
-variable "opensearch_log_retention_days" {
-  type        = number
-  description = "Number of days to retain OpenSearch CloudWatch logs (0 = never expire)"
-  default     = 0
-}
-
-variable "opensearch_subnet_ids" {
-  type        = list(string)
-  description = "Subnet IDs for OpenSearch. If empty, uses first 3 private subnets."
-  default     = []
-}

deployment/terraform/modules/aws/opensearch/main.tf

@@ -1,229 +0,0 @@
-# OpenSearch domain security group
-resource "aws_security_group" "opensearch_sg" {
-  count       = length(var.security_group_ids) > 0 ? 0 : 1
-  name        = "${var.name}-sg"
-  description = "Allow inbound traffic to OpenSearch from VPC"
-  vpc_id      = var.vpc_id
-  tags        = var.tags
-
-  ingress {
-    from_port   = 443
-    to_port     = 443
-    protocol    = "tcp"
-    cidr_blocks = var.ingress_cidrs
-  }
-
-  egress {
-    from_port   = 0
-    to_port     = 0
-    protocol    = "-1"
-    cidr_blocks = ["0.0.0.0/0"]
-  }
-}
-
-# Service-linked role for OpenSearch (required for VPC deployment)
-# This may already exist in your account - if so, import it or set create_service_linked_role = false
-resource "aws_iam_service_linked_role" "opensearch" {
-  count            = var.create_service_linked_role ? 1 : 0
-  aws_service_name = "opensearchservice.amazonaws.com"
-}
-
-# IAM policy for OpenSearch access
-data "aws_caller_identity" "current" {}
-data "aws_region" "current" {}
-
-# KMS key lookup for encryption at rest
-data "aws_kms_key" "opensearch" {
-  key_id = "alias/aws/es"
-}
-
-# Access policy - allows all principals within the VPC (secured by VPC + security groups)
-data "aws_iam_policy_document" "opensearch_access" {
-  statement {
-    effect = "Allow"
-
-    principals {
-      type        = "AWS"
-      identifiers = ["*"]
-    }
-
-    actions = ["es:*"]
-
-    resources = [
-      "arn:aws:es:${data.aws_region.current.id}:${data.aws_caller_identity.current.account_id}:domain/${var.name}/*"
-    ]
-  }
-}
-
-# OpenSearch domain
-resource "aws_opensearch_domain" "main" {
-  domain_name    = var.name
-  engine_version = "OpenSearch_${var.engine_version}"
-
-  cluster_config {
-    instance_type                 = var.instance_type
-    instance_count                = var.instance_count
-    zone_awareness_enabled        = var.zone_awareness_enabled
-    dedicated_master_enabled      = var.dedicated_master_enabled
-    dedicated_master_type         = var.dedicated_master_enabled ? var.dedicated_master_type : null
-    dedicated_master_count        = var.dedicated_master_enabled ? var.dedicated_master_count : null
-    multi_az_with_standby_enabled = var.multi_az_with_standby_enabled
-    warm_enabled                  = var.warm_enabled
-    warm_type                     = var.warm_enabled ? var.warm_type : null
-    warm_count                    = var.warm_enabled ? var.warm_count : null
-
-    dynamic "zone_awareness_config" {
-      for_each = var.zone_awareness_enabled ? [1] : []
-      content {
-        availability_zone_count = var.availability_zone_count
-      }
-    }
-
-    dynamic "cold_storage_options" {
-      for_each = var.cold_storage_enabled ? [1] : []
-      content {
-        enabled = true
-      }
-    }
-  }
-
-  ebs_options {
-    ebs_enabled = true
-    volume_type = var.ebs_volume_type
-    volume_size = var.ebs_volume_size
-    iops        = var.ebs_volume_type == "gp3" || var.ebs_volume_type == "io1" ? var.ebs_iops : null
-    throughput  = var.ebs_volume_type == "gp3" ? var.ebs_throughput : null
-  }
-
-  vpc_options {
-    subnet_ids         = var.subnet_ids
-    security_group_ids = length(var.security_group_ids) > 0 ? var.security_group_ids : [aws_security_group.opensearch_sg[0].id]
-  }
-
-  encrypt_at_rest {
-    enabled    = true
-    kms_key_id = var.kms_key_id != null ? var.kms_key_id : data.aws_kms_key.opensearch.arn
-  }
-
-  node_to_node_encryption {
-    enabled = true
-  }
-
-  domain_endpoint_options {
-    enforce_https       = true
-    tls_security_policy = var.tls_security_policy
-  }
-
-  advanced_security_options {
-    enabled                        = true
-    anonymous_auth_enabled         = false
-    internal_user_database_enabled = var.internal_user_database_enabled
-
-    dynamic "master_user_options" {
-      for_each = var.internal_user_database_enabled ? [1] : []
-      content {
-        master_user_name     = var.master_user_name
-        master_user_password = var.master_user_password
-      }
-    }
-
-    dynamic "master_user_options" {
-      for_each = var.internal_user_database_enabled ? [] : [1]
-      content {
-        master_user_arn = var.master_user_arn
-      }
-    }
-  }
-
-  advanced_options = var.advanced_options
-
-  access_policies = data.aws_iam_policy_document.opensearch_access.json
-
-  auto_tune_options {
-    desired_state       = var.auto_tune_enabled ? "ENABLED" : "DISABLED"
-    rollback_on_disable = var.auto_tune_rollback_on_disable
-  }
-
-  off_peak_window_options {
-    enabled = var.off_peak_window_enabled
-
-    dynamic "off_peak_window" {
-      for_each = var.off_peak_window_enabled ? [1] : []
-      content {
-        window_start_time {
-          hours   = var.off_peak_window_start_hours
-          minutes = var.off_peak_window_start_minutes
-        }
-      }
-    }
-  }
-
-  software_update_options {
-    auto_software_update_enabled = var.auto_software_update_enabled
-  }
-
-  dynamic "log_publishing_options" {
-    for_each = var.enable_logging ? ["INDEX_SLOW_LOGS", "SEARCH_SLOW_LOGS", "ES_APPLICATION_LOGS"] : []
-    content {
-      cloudwatch_log_group_arn = "arn:aws:logs:${data.aws_region.current.name}:${data.aws_caller_identity.current.account_id}:log-group:${local.log_group_name}"
-      log_type                 = log_publishing_options.value
-    }
-  }
-
-  tags = var.tags
-
-  depends_on = [
-    aws_iam_service_linked_role.opensearch,
-    aws_cloudwatch_log_resource_policy.opensearch
-  ]
-
-  lifecycle {
-    precondition {
-      condition     = !var.internal_user_database_enabled || var.master_user_name != null
-      error_message = "master_user_name is required when internal_user_database_enabled is true."
-    }
-    precondition {
-      condition     = !var.internal_user_database_enabled || var.master_user_password != null
-      error_message = "master_user_password is required when internal_user_database_enabled is true."
-    }
-  }
-}
-
-# CloudWatch log group for OpenSearch
-locals {
-  log_group_name = var.log_group_name != null ? var.log_group_name : "/aws/OpenSearchService/domains/${var.name}/search-logs"
-}
-
-resource "aws_cloudwatch_log_group" "opensearch" {
-  count             = var.enable_logging ? 1 : 0
-  name              = local.log_group_name
-  retention_in_days = var.log_retention_days
-  tags              = var.tags
-}
-
-# CloudWatch log resource policy for OpenSearch
-data "aws_iam_policy_document" "opensearch_log_policy" {
-  count = var.enable_logging ? 1 : 0
-
-  statement {
-    effect = "Allow"
-
-    principals {
-      type        = "Service"
-      identifiers = ["es.amazonaws.com"]
-    }
-
-    actions = [
-      "logs:PutLogEvents",
-      "logs:CreateLogStream",
-    ]
-
-    resources = ["arn:aws:logs:${data.aws_region.current.name}:${data.aws_caller_identity.current.account_id}:log-group:${local.log_group_name}:*"]
-  }
-}
-
-resource "aws_cloudwatch_log_resource_policy" "opensearch" {
-  count           = var.enable_logging ? 1 : 0
-  policy_name     = "OpenSearchService-${var.name}-Search-logs"
-  policy_document = data.aws_iam_policy_document.opensearch_log_policy[0].json
-}

deployment/terraform/modules/aws/opensearch/outputs.tf

@@ -1,29 +0,0 @@
-output "domain_endpoint" {
-  description = "The endpoint of the OpenSearch domain"
-  value       = aws_opensearch_domain.main.endpoint
-}
-
-output "domain_arn" {
-  description = "The ARN of the OpenSearch domain"
-  value       = aws_opensearch_domain.main.arn
-}
-
-output "domain_id" {
-  description = "The unique identifier for the OpenSearch domain"
-  value       = aws_opensearch_domain.main.domain_id
-}
-
-output "domain_name" {
-  description = "The name of the OpenSearch domain"
-  value       = aws_opensearch_domain.main.domain_name
-}
-
-output "kibana_endpoint" {
-  description = "The OpenSearch Dashboards endpoint"
-  value       = aws_opensearch_domain.main.dashboard_endpoint
-}
-
-output "security_group_id" {
-  description = "The ID of the OpenSearch security group"
-  value       = length(aws_security_group.opensearch_sg) > 0 ? aws_security_group.opensearch_sg[0].id : null
-}

deployment/terraform/modules/aws/opensearch/variables.tf

@@ -1,242 +0,0 @@
-variable "name" {
-  description = "Name of the OpenSearch domain"
-  type        = string
-}
-
-variable "vpc_id" {
-  description = "ID of the VPC to deploy the OpenSearch domain into"
-  type        = string
-}
-
-variable "subnet_ids" {
-  description = "List of subnet IDs for the OpenSearch domain"
-  type        = list(string)
-}
-
-variable "ingress_cidrs" {
-  description = "CIDR blocks allowed to access OpenSearch"
-  type        = list(string)
-}
-
-variable "engine_version" {
-  description = "OpenSearch engine version (e.g., 2.17, 3.3)"
-  type        = string
-  default     = "3.3"
-}
-
-variable "instance_type" {
-  description = "Instance type for data nodes"
-  type        = string
-  default     = "r8g.large.search"
-}
-
-variable "instance_count" {
-  description = "Number of data nodes"
-  type        = number
-  default     = 3
-}
-
-variable "zone_awareness_enabled" {
-  description = "Whether to enable zone awareness for the cluster"
-  type        = bool
-  default     = true
-}
-
-variable "availability_zone_count" {
-  description = "Number of availability zones (2 or 3)"
-  type        = number
-  default     = 3
-}
-
-variable "dedicated_master_enabled" {
-  description = "Whether to enable dedicated master nodes"
-  type        = bool
-  default     = true
-}
-
-variable "dedicated_master_type" {
-  description = "Instance type for dedicated master nodes"
-  type        = string
-  default     = "m7g.large.search"
-}
-
-variable "dedicated_master_count" {
-  description = "Number of dedicated master nodes (must be 3 or 5)"
-  type        = number
-  default     = 3
-}
-
-variable "multi_az_with_standby_enabled" {
-  description = "Whether to enable Multi-AZ with Standby deployment"
-  type        = bool
-  default     = true
-}
-
-variable "warm_enabled" {
-  description = "Whether to enable warm storage"
-  type        = bool
-  default     = false
-}
-
-variable "warm_type" {
-  description = "Instance type for warm nodes"
-  type        = string
-  default     = "ultrawarm1.medium.search"
-}
-
-variable "warm_count" {
-  description = "Number of warm nodes"
-  type        = number
-  default     = 2
-}
-
-variable "cold_storage_enabled" {
-  description = "Whether to enable cold storage"
-  type        = bool
-  default     = false
-}
-
-variable "ebs_volume_type" {
-  description = "EBS volume type (gp3, gp2, io1)"
-  type        = string
-  default     = "gp3"
-}
-
-variable "ebs_volume_size" {
-  description = "EBS volume size in GB per node"
-  type        = number
-  default     = 512
-}
-
-variable "ebs_iops" {
-  description = "IOPS for gp3/io1 volumes"
-  type        = number
-  default     = 3000
-}
-
-variable "ebs_throughput" {
-  description = "Throughput in MiB/s for gp3 volumes"
-  type        = number
-  default     = 256
-}
-
-variable "kms_key_id" {
-  description = "KMS key ID for encryption at rest (uses AWS managed key if not specified)"
-  type        = string
-  default     = null
-}
-
-variable "tls_security_policy" {
-  description = "TLS security policy for HTTPS endpoints"
-  type        = string
-  default     = "Policy-Min-TLS-1-2-2019-07"
-}
-
-variable "internal_user_database_enabled" {
-  description = "Whether to enable the internal user database for fine-grained access control"
-  type        = bool
-  default     = true
-}
-
-variable "master_user_name" {
-  description = "Master user name for internal user database"
-  type        = string
-  default     = null
-  sensitive   = true
-}
-
-variable "master_user_password" {
-  description = "Master user password for internal user database"
-  type        = string
-  default     = null
-  sensitive   = true
-}
-
-variable "master_user_arn" {
-  description = "IAM ARN for the master user (used when internal_user_database_enabled is false)"
-  type        = string
-  default     = null
-}
-
-variable "advanced_options" {
-  description = "Advanced options for OpenSearch"
-  type        = map(string)
-  default = {
-    "indices.fielddata.cache.size"           = "20"
-    "indices.query.bool.max_clause_count"    = "1024"
-    "override_main_response_version"         = "false"
-    "rest.action.multi.allow_explicit_index" = "true"
-  }
-}
-
-variable "auto_tune_enabled" {
-  description = "Whether to enable Auto-Tune"
-  type        = bool
-  default     = true
-}
-
-variable "auto_tune_rollback_on_disable" {
-  description = "Whether to roll back Auto-Tune changes when disabled"
-  type        = string
-  default     = "NO_ROLLBACK"
-}
-
-variable "off_peak_window_enabled" {
-  description = "Whether to enable off-peak window for maintenance"
-  type        = bool
-  default     = true
-}
-
-variable "off_peak_window_start_hours" {
-  description = "Hour (UTC) when off-peak window starts (0-23)"
-  type        = number
-  default     = 6
-}
-
-variable "off_peak_window_start_minutes" {
-  description = "Minutes when off-peak window starts (0-59)"
-  type        = number
-  default     = 0
-}
-
-variable "auto_software_update_enabled" {
-  description = "Whether to enable automatic software updates"
-  type        = bool
-  default     = false
-}
-
-variable "enable_logging" {
-  description = "Whether to enable CloudWatch logging"
-  type        = bool
-  default     = false
-}
-
-variable "create_service_linked_role" {
-  description = "Whether to create the OpenSearch service-linked role (set to false if it already exists)"
-  type        = bool
-  default     = false
-}
-
-variable "log_retention_days" {
-  description = "Number of days to retain CloudWatch logs"
-  type        = number
-  default     = 30
-}
-
-variable "security_group_ids" {
-  description = "Existing security group IDs to attach. If empty, a new SG is created."
-  type        = list(string)
-  default     = []
-}
-
-variable "log_group_name" {
-  description = "CloudWatch log group name. Defaults to AWS console convention."
-  type        = string
-  default     = null
-}
-
-variable "tags" {
-  description = "Tags to apply to OpenSearch resources"
-  type        = map(string)
-  default     = {}
-}

examples/widget/package-lock.json

@@ -3839,9 +3839,9 @@
       }
     },
     "node_modules/flatted": {
-      "version": "3.4.2",
-      "resolved": "https://registry.npmjs.org/flatted/-/flatted-3.4.2.tgz",
-      "integrity": "sha512-PjDse7RzhcPkIJwy5t7KPWQSZ9cAbzQXcafsetQoD7sOJRQlGikNbx7yZp2OotDnJyrDcbyRq3Ttb18iYOqkxA==",
+      "version": "3.3.3",
+      "resolved": "https://registry.npmjs.org/flatted/-/flatted-3.3.3.tgz",
+      "integrity": "sha512-GX+ysw4PBCz0PzosHDepZGANEuFCMLrnRTiEy9McGjmkCQYwRq4A/X786G/fjM/+OjsWSU1ZrY5qyARZmO/uwg==",
       "dev": true,
       "license": "ISC"
     },

web/jest.config.js

@@ -144,7 +144,6 @@ module.exports = {
         "**/src/app/**/services/*.test.ts",
         "**/src/app/**/utils/*.test.ts",
         "**/src/app/**/hooks/*.test.ts", // Pure packet processor tests
-        "**/src/hooks/**/*.test.ts",
         "**/src/refresh-components/**/*.test.ts",
         "**/src/refresh-pages/**/*.test.ts",
         "**/src/sections/**/*.test.ts",

web/lib/opal/src/components/buttons/button/components.tsx

@@ -76,7 +76,7 @@ function Button({
   ) : null;
 
   const button = (
-    <Interactive.Stateless type={type} {...interactiveProps}>
+    <Interactive.Stateless {...interactiveProps}>
       <Interactive.Container
         type={type}
         border={interactiveProps.prominence === "secondary"}

web/lib/opal/src/components/table/ActionsContainer.tsx

@@ -1,30 +1,33 @@
-"use client";
-
 import { useTableSize } from "@opal/components/table/TableSizeContext";
+import type { TableSize } from "@opal/components/table/TableSizeContext";
 
 interface ActionsContainerProps {
   type: "head" | "cell";
+  children: React.ReactNode;
+  size?: TableSize;
   /** Pass-through click handler (e.g. stopPropagation on body cells). */
   onClick?: (e: React.MouseEvent) => void;
-  children: React.ReactNode;
 }
 
 export default function ActionsContainer({
   type,
   children,
+  size,
   onClick,
 }: ActionsContainerProps) {
-  const size = useTableSize();
+  const contextSize = useTableSize();
+  const resolvedSize = size ?? contextSize;
+
   const Tag = type === "head" ? "th" : "td";
 
   return (
     <Tag
       className="tbl-actions"
       data-type={type}
-      data-size={size}
+      data-size={resolvedSize}
       onClick={onClick}
     >
-      <div className="flex h-full items-center justify-end">{children}</div>
+      <div className="flex h-full items-center justify-center">{children}</div>
     </Tag>
   );
 }

web/lib/opal/src/components/table/ColumnSortabilityPopover.tsx

@@ -8,7 +8,6 @@ import {
   type SortingState,
 } from "@tanstack/react-table";
 import { Button, LineItemButton } from "@opal/components";
-import { useTableSize } from "@opal/components/table/TableSizeContext";
 import { SvgArrowUpDown, SvgSortOrder, SvgCheck } from "@opal/icons";
 import Popover from "@/refresh-components/Popover";
 import Divider from "@/refresh-components/Divider";
@@ -21,6 +20,7 @@ import Text from "@/refresh-components/texts/Text";
 interface SortingPopoverProps<TData extends RowData = RowData> {
   table: Table<TData>;
   sorting: SortingState;
+  size?: "md" | "lg";
   footerText?: string;
   ascendingLabel?: string;
   descendingLabel?: string;
@@ -29,11 +29,11 @@ interface SortingPopoverProps<TData extends RowData = RowData> {
 function SortingPopover<TData extends RowData>({
   table,
   sorting,
+  size = "lg",
   footerText,
   ascendingLabel = "Ascending",
   descendingLabel = "Descending",
 }: SortingPopoverProps<TData>) {
-  const size = useTableSize();
   const [open, setOpen] = useState(false);
   const sortableColumns = table
     .getAllLeafColumns()
@@ -158,6 +158,7 @@ function SortingPopover<TData extends RowData>({
 // ---------------------------------------------------------------------------
 
 interface CreateSortingColumnOptions {
+  size?: "md" | "lg";
   footerText?: string;
   ascendingLabel?: string;
   descendingLabel?: string;
@@ -176,6 +177,7 @@ function createSortingColumn<TData>(
       <SortingPopover
         table={table}
         sorting={table.getState().sorting}
+        size={options?.size}
         footerText={options?.footerText}
         ascendingLabel={options?.ascendingLabel}
         descendingLabel={options?.descendingLabel}

web/lib/opal/src/components/table/ColumnVisibilityPopover.tsx

@@ -8,7 +8,6 @@ import {
   type VisibilityState,
 } from "@tanstack/react-table";
 import { Button, LineItemButton, Tag } from "@opal/components";
-import { useTableSize } from "@opal/components/table/TableSizeContext";
 import { SvgColumn, SvgCheck } from "@opal/icons";
 import Popover from "@/refresh-components/Popover";
 import Divider from "@/refresh-components/Divider";
@@ -20,13 +19,14 @@ import Divider from "@/refresh-components/Divider";
 interface ColumnVisibilityPopoverProps<TData extends RowData = RowData> {
   table: Table<TData>;
   columnVisibility: VisibilityState;
+  size?: "md" | "lg";
 }
 
 function ColumnVisibilityPopover<TData extends RowData>({
   table,
   columnVisibility,
+  size = "lg",
 }: ColumnVisibilityPopoverProps<TData>) {
-  const size = useTableSize();
   const [open, setOpen] = useState(false);
 
   // User-defined columns only (exclude internal qualifier/actions)
@@ -87,7 +87,13 @@ function ColumnVisibilityPopover<TData extends RowData>({
 // Column definition factory
 // ---------------------------------------------------------------------------
 
-function createColumnVisibilityColumn<TData>(): ColumnDef<TData, unknown> {
+interface CreateColumnVisibilityColumnOptions {
+  size?: "md" | "lg";
+}
+
+function createColumnVisibilityColumn<TData>(
+  options?: CreateColumnVisibilityColumnOptions
+): ColumnDef<TData, unknown> {
   return {
     id: "__columnVisibility",
     size: 44,
@@ -98,6 +104,7 @@ function createColumnVisibilityColumn<TData>(): ColumnDef<TData, unknown> {
       <ColumnVisibilityPopover
         table={table}
         columnVisibility={table.getState().columnVisibility}
+        size={options?.size}
       />
     ),
     cell: () => null,

web/lib/opal/src/components/table/DragOverlayRow.tsx

@@ -57,11 +57,9 @@ function DragOverlayRowInner<TData>({
                 <QualifierContainer key={cell.id} type="cell">
                   <TableQualifier
                     content={qualifierColumn.content}
-                    icon={qualifierColumn.getContent?.(row.original)}
+                    initials={qualifierColumn.getInitials?.(row.original)}
+                    icon={qualifierColumn.getIcon?.(row.original)}
                     imageSrc={qualifierColumn.getImageSrc?.(row.original)}
-                    imageAlt={qualifierColumn.getImageAlt?.(row.original)}
-                    background={qualifierColumn.background}
-                    iconSize={qualifierColumn.iconSize}
                     selectable={isSelectable}
                     selected={isSelectable && row.getIsSelected()}
                   />

web/lib/opal/src/components/table/Footer.tsx

@@ -1,8 +1,10 @@
 "use client";
 
+import { cn } from "@opal/utils";
 import { Button, Pagination, SelectButton } from "@opal/components";
 import Text from "@/refresh-components/texts/Text";
 import { useTableSize } from "@opal/components/table/TableSizeContext";
+import type { TableSize } from "@opal/components/table/TableSizeContext";
 import { SvgEye, SvgXCircle } from "@opal/icons";
 import type { ReactNode } from "react";
 
@@ -43,6 +45,9 @@ interface FooterSelectionModeProps {
   onPageChange: (page: number) => void;
   /** Unit label for count pagination. @default "items" */
   units?: string;
+  /** Controls overall footer sizing. `"lg"` (default) or `"md"`. */
+  size?: TableSize;
+  className?: string;
 }
 
 /**
@@ -68,6 +73,7 @@ interface FooterSummaryModeProps {
   leftExtra?: ReactNode;
   /** Unit label for the summary text, e.g. "users". */
   units?: string;
+  className?: string;
 }
 
 /**
@@ -104,7 +110,11 @@ export default function Footer(props: FooterProps) {
   const isSmall = resolvedSize === "md";
   return (
     <div
-      className="table-footer flex w-full items-center justify-between border-t border-border-01"
+      className={cn(
+        "table-footer",
+        "flex w-full items-center justify-between border-t border-border-01",
+        props.className
+      )}
       data-size={resolvedSize}
     >
       {/* Left side */}

web/lib/opal/src/components/table/QualifierContainer.tsx

@@ -1,10 +1,10 @@
-"use client";
-
 import { useTableSize } from "@opal/components/table/TableSizeContext";
+import type { TableSize } from "@opal/components/table/TableSizeContext";
 
 interface QualifierContainerProps {
   type: "head" | "cell";
   children?: React.ReactNode;
+  size?: TableSize;
   /** Pass-through click handler (e.g. stopPropagation on body cells). */
   onClick?: (e: React.MouseEvent) => void;
 }
@@ -12,9 +12,11 @@ interface QualifierContainerProps {
 export default function QualifierContainer({
   type,
   children,
+  size,
   onClick,
 }: QualifierContainerProps) {
-  const resolvedSize = useTableSize();
+  const contextSize = useTableSize();
+  const resolvedSize = size ?? contextSize;
 
   const Tag = type === "head" ? "th" : "td";
 

web/lib/opal/src/components/table/README.md

@@ -7,7 +7,6 @@ row selection, drag-and-drop reordering, and server-side mode.
 
 ```tsx
 import { Table, createTableColumns } from "@opal/components";
-import { SvgUser } from "@opal/icons";
 
 interface User {
   id: string;
@@ -19,10 +18,11 @@ interface User {
 const tc = createTableColumns<User>();
 
 const columns = [
-  tc.qualifier({ content: "icon", getContent: () => SvgUser }),
+  tc.qualifier({ content: "avatar-user", getInitials: (r) => r.name?.[0] ?? "?" }),
   tc.column("email", {
     header: "Name",
     weight: 22,
+    minWidth: 140,
     cell: (email, row) => <span>{row.name ?? email}</span>,
   }),
   tc.column("status", {
@@ -40,7 +40,7 @@ function UsersTable({ users }: { users: User[] }) {
       columns={columns}
       getRowId={(r) => r.id}
       pageSize={10}
-      footer={{}}
+      footer={{ mode: "summary" }}
     />
   );
 }
@@ -55,7 +55,7 @@ function UsersTable({ users }: { users: User[] }) {
 | `getRowId` | `(row: TData) => string` | required | Unique row identifier |
 | `pageSize` | `number` | `10` | Rows per page (`Infinity` disables pagination) |
 | `size` | `"md" \| "lg"` | `"lg"` | Density variant |
-| `footer` | `DataTableFooterConfig` | — | Footer configuration (mode is derived from `selectionBehavior`) |
+| `footer` | `DataTableFooterConfig` | — | Footer mode (`"selection"` or `"summary"`) |
 | `initialSorting` | `SortingState` | — | Initial sort state |
 | `initialColumnVisibility` | `VisibilityState` | — | Initial column visibility |
 | `draggable` | `DataTableDraggableConfig` | — | Enable drag-and-drop reordering |
@@ -63,6 +63,7 @@ function UsersTable({ users }: { users: User[] }) {
 | `onRowClick` | `(row: TData) => void` | — | Row click handler |
 | `searchTerm` | `string` | — | Global text filter |
 | `height` | `number \| string` | — | Max scrollable height |
+| `headerBackground` | `string` | — | Sticky header background |
 | `serverSide` | `ServerSideConfig` | — | Server-side pagination/sorting/filtering |
 | `emptyState` | `ReactNode` | — | Empty state content |
 
@@ -75,8 +76,7 @@ function UsersTable({ users }: { users: User[] }) {
 - `tc.displayColumn(opts)` — non-accessor custom column
 - `tc.actions(opts)` — trailing actions column with visibility/sorting popovers
 
-## Footer
+## Footer Modes
 
-The footer mode is derived automatically from `selectionBehavior`:
-- **Selection footer** (when `selectionBehavior` is `"single-select"` or `"multi-select"`) — shows selection count, optional view/clear buttons, count pagination
-- **Summary footer** (when `selectionBehavior` is `"no-select"` or omitted) — shows "Showing X\~Y of Z", list pagination, optional extra element
+- **`"selection"`** — shows selection count, optional view/clear buttons, count pagination
+- **`"summary"`** — shows "Showing X~Y of Z", list pagination, optional extra element

web/lib/opal/src/components/table/Table.stories.tsx

@@ -1,6 +1,5 @@
 import type { Meta, StoryObj } from "@storybook/react";
 import { Table, createTableColumns } from "@opal/components";
-import { SvgUser } from "@opal/icons";
 
 // ---------------------------------------------------------------------------
 // Sample data
@@ -109,14 +108,17 @@ const tc = createTableColumns<User>();
 
 const columns = [
   tc.qualifier({
-    content: "icon",
-    getContent: () => SvgUser,
-    background: true,
+    content: "avatar-user",
+    getInitials: (r) =>
+      r.name
+        .split(" ")
+        .map((n) => n[0])
+        .join(""),
   }),
-  tc.column("name", { header: "Name", weight: 25 }),
-  tc.column("email", { header: "Email", weight: 30 }),
-  tc.column("role", { header: "Role", weight: 15 }),
-  tc.column("status", { header: "Status", weight: 15 }),
+  tc.column("name", { header: "Name", weight: 25, minWidth: 120 }),
+  tc.column("email", { header: "Email", weight: 30, minWidth: 160 }),
+  tc.column("role", { header: "Role", weight: 15, minWidth: 80 }),
+  tc.column("status", { header: "Status", weight: 15, minWidth: 80 }),
   tc.actions(),
 ];
 
@@ -140,7 +142,7 @@ export const Default: Story = {
       columns={columns}
       getRowId={(r) => r.id}
       pageSize={8}
-      footer={{}}
+      footer={{ mode: "summary" }}
     />
   ),
 };

web/lib/opal/src/components/table/TableCell.tsx

@@ -1,20 +1,24 @@
 import { cn } from "@opal/utils";
 import { useTableSize } from "@opal/components/table/TableSizeContext";
+import type { TableSize } from "@opal/components/table/TableSizeContext";
 import type { WithoutStyles } from "@/types";
 
 interface TableCellProps
   extends WithoutStyles<React.TdHTMLAttributes<HTMLTableCellElement>> {
   children: React.ReactNode;
+  size?: TableSize;
   /** Explicit pixel width for the cell. */
   width?: number;
 }
 
 export default function TableCell({
+  size,
   width,
   children,
   ...props
 }: TableCellProps) {
-  const resolvedSize = useTableSize();
+  const contextSize = useTableSize();
+  const resolvedSize = size ?? contextSize;
   return (
     <td
       className="tbl-cell overflow-hidden"

web/lib/opal/src/components/table/TableElement.tsx

@@ -1,8 +1,5 @@
-"use client";
-
 import React from "react";
 import { cn } from "@opal/utils";
-import { useTableSize } from "@opal/components/table/TableSizeContext";
 import type { WithoutStyles } from "@/types";
 import type { ExtremaSizeVariants, SizeVariants } from "@opal/types";
 
@@ -12,15 +9,20 @@ import type { ExtremaSizeVariants, SizeVariants } from "@opal/types";
 
 type TableSize = Extract<SizeVariants, "md" | "lg">;
 type TableVariant = "rows" | "cards";
+type TableQualifier = "simple" | "avatar" | "icon";
 type SelectionBehavior = "no-select" | "single-select" | "multi-select";
 
 interface TableProps
   extends WithoutStyles<React.TableHTMLAttributes<HTMLTableElement>> {
   ref?: React.Ref<HTMLTableElement>;
+  /** Size preset for the table. @default "lg" */
+  size?: TableSize;
   /** Visual row variant. @default "cards" */
   variant?: TableVariant;
   /** Row selection behavior. @default "no-select" */
   selectionBehavior?: SelectionBehavior;
+  /** Leading qualifier column type. @default null */
+  qualifier?: TableQualifier;
   /** Height behavior. `"fit"` = shrink to content, `"full"` = fill available space. */
   heightVariant?: ExtremaSizeVariants;
   /** Explicit pixel width for the table (e.g. from `table.getTotalSize()`).
@@ -36,21 +38,23 @@ interface TableProps
 
 function Table({
   ref,
+  size = "lg",
   variant = "cards",
   selectionBehavior = "no-select",
+  qualifier = "simple",
   heightVariant,
   width,
   ...props
 }: TableProps) {
-  const size = useTableSize();
   return (
     <table
       ref={ref}
       className={cn("border-separate border-spacing-0", !width && "min-w-full")}
-      style={{ width }}
+      style={{ tableLayout: "fixed", width }}
       data-size={size}
       data-variant={variant}
       data-selection={selectionBehavior}
+      data-qualifier={qualifier}
       data-height={heightVariant}
       {...props}
     />
@@ -58,4 +62,10 @@ function Table({
 }
 
 export default Table;
-export type { TableProps, TableSize, TableVariant, SelectionBehavior };
+export type {
+  TableProps,
+  TableSize,
+  TableVariant,
+  TableQualifier,
+  SelectionBehavior,
+};

web/lib/opal/src/components/table/TableHead.tsx

@@ -1,6 +1,7 @@
 import { cn } from "@opal/utils";
 import Text from "@/refresh-components/texts/Text";
 import { useTableSize } from "@opal/components/table/TableSizeContext";
+import type { TableSize } from "@opal/components/table/TableSizeContext";
 import type { WithoutStyles } from "@/types";
 import { Button } from "@opal/components";
 import { SvgChevronDown, SvgChevronUp, SvgHandle, SvgSort } from "@opal/icons";
@@ -29,6 +30,8 @@ interface TableHeadCustomProps {
   icon?: (sorted: SortDirection) => IconFunctionComponent;
   /** Text alignment for the column. Defaults to `"left"`. */
   alignment?: "left" | "center" | "right";
+  /** Cell density. `"md"` uses tighter padding for denser layouts. */
+  size?: TableSize;
   /** Column width in pixels. Applied as an inline style on the `<th>`. */
   width?: number;
   /** When `true`, shows a bottom border on hover. Defaults to `true`. */
@@ -78,11 +81,13 @@ export default function TableHead({
   resizable,
   onResizeStart,
   alignment = "left",
+  size,
   width,
   bottomBorder = true,
   ...thProps
 }: TableHeadProps) {
-  const resolvedSize = useTableSize();
+  const contextSize = useTableSize();
+  const resolvedSize = size ?? contextSize;
   const isSmall = resolvedSize === "md";
   return (
     <th
@@ -92,7 +97,9 @@ export default function TableHead({
       data-size={resolvedSize}
       data-bottom-border={bottomBorder || undefined}
     >
-      <div className="flex items-center gap-1">
+      <div
+        className={cn("flex items-center gap-1", alignmentFlexClass[alignment])}
+      >
         <div className="table-head-label">
           <Text
             mainUiAction={!isSmall}

web/lib/opal/src/components/table/TableQualifier.tsx

@@ -3,13 +3,19 @@
 import React from "react";
 import { cn } from "@opal/utils";
 import { useTableSize } from "@opal/components/table/TableSizeContext";
+import type { TableSize } from "@opal/components/table/TableSizeContext";
+import { SvgUser } from "@opal/icons";
 import type { IconFunctionComponent } from "@opal/types";
 import type { QualifierContentType } from "@opal/components/table/types";
 import Checkbox from "@/refresh-components/inputs/Checkbox";
+import Text from "@/refresh-components/texts/Text";
 
 interface TableQualifierProps {
+  className?: string;
   /** Content type displayed in the qualifier */
   content: QualifierContentType;
+  /** Size variant */
+  size?: TableSize;
   /** Disables interaction */
   disabled?: boolean;
   /** Whether to show a selection checkbox overlay */
@@ -18,35 +24,54 @@ interface TableQualifierProps {
   selected?: boolean;
   /** Called when the checkbox is toggled */
   onSelectChange?: (selected: boolean) => void;
-  /** Icon component to render (for "icon" content). */
+  /** Icon component to render (for "icon" content type) */
   icon?: IconFunctionComponent;
-  /** Image source URL (for "image" content). */
+  /** Image source URL (for "image" content type) */
   imageSrc?: string;
-  /** Image alt text (for "image" content). */
+  /** Image alt text */
   imageAlt?: string;
-  /** Show a tinted background container behind the content. */
-  background?: boolean;
-  /** Icon size preset. `"lg"` = 28/24, `"md"` = 20/16. @default "md" */
-  iconSize?: "lg" | "md";
+  /** User initials (for "avatar-user" content type) */
+  initials?: string;
 }
 
-const iconSizesMap = {
-  lg: { lg: 28, md: 24 },
-  md: { lg: 20, md: 16 },
+const iconSizes = {
+  lg: 16,
+  md: 14,
 } as const;
 
-function getOverlayStyles(selected: boolean, disabled: boolean) {
+function getQualifierStyles(selected: boolean, disabled: boolean) {
   if (disabled) {
-    return selected ? "flex bg-action-link-00" : "hidden";
+    return {
+      container: "bg-background-neutral-03",
+      icon: "stroke-text-02",
+      overlay: selected ? "flex bg-action-link-00" : "hidden",
+      overlayImage: selected ? "flex bg-mask-01 backdrop-blur-02" : "hidden",
+    };
   }
+
   if (selected) {
-    return "flex bg-action-link-00";
+    return {
+      container: "bg-action-link-00",
+      icon: "stroke-text-03",
+      overlay: "flex bg-action-link-00",
+      overlayImage: "flex bg-mask-01 backdrop-blur-02",
+    };
   }
-  return "flex opacity-0 group-hover/row:opacity-100 group-focus-within/row:opacity-100 bg-background-tint-01";
+
+  return {
+    container: "bg-background-tint-01",
+    icon: "stroke-text-03",
+    overlay:
+      "flex opacity-0 group-hover/row:opacity-100 group-focus-within/row:opacity-100 bg-background-tint-01",
+    overlayImage:
+      "flex opacity-0 group-hover/row:opacity-100 group-focus-within/row:opacity-100 bg-mask-01 group-hover/row:backdrop-blur-02 group-focus-within/row:backdrop-blur-02",
+  };
 }
 
 function TableQualifier({
+  className,
   content,
+  size,
   disabled = false,
   selectable = false,
   selected = false,
@@ -54,68 +79,100 @@ function TableQualifier({
   icon: Icon,
   imageSrc,
   imageAlt = "",
-  background = false,
-  iconSize: iconSizePreset = "md",
+  initials,
 }: TableQualifierProps) {
-  const resolvedSize = useTableSize();
-  const iconSize = iconSizesMap[iconSizePreset][resolvedSize];
-  const overlayStyles = getOverlayStyles(selected, disabled);
+  const contextSize = useTableSize();
+  const resolvedSize = size ?? contextSize;
+  const isRound = content === "avatar-icon" || content === "avatar-user";
+  const iconSize = iconSizes[resolvedSize];
+  const styles = getQualifierStyles(selected, disabled);
 
   function renderContent() {
     switch (content) {
       case "icon":
-        return Icon ? <Icon size={iconSize} /> : null;
+        return Icon ? <Icon size={iconSize} className={styles.icon} /> : null;
+
+      case "simple":
+        return null;
 
       case "image":
         return imageSrc ? (
           <img
             src={imageSrc}
             alt={imageAlt}
-            className="h-full w-full rounded-08 object-cover"
+            className={cn(
+              "h-full w-full object-cover",
+              isRound ? "rounded-full" : "rounded-08"
+            )}
           />
         ) : null;
 
-      case "simple":
+      case "avatar-icon":
+        return <SvgUser size={iconSize} className={styles.icon} />;
+
+      case "avatar-user":
+        return (
+          <div
+            className={cn(
+              "flex items-center justify-center rounded-full bg-background-neutral-inverted-00",
+              resolvedSize === "lg" ? "h-7 w-7" : "h-6 w-6"
+            )}
+          >
+            <Text
+              inverted
+              secondaryAction
+              text05
+              className="select-none uppercase"
+            >
+              {initials}
+            </Text>
+          </div>
+        );
+
       default:
         return null;
     }
   }
 
-  const inner = renderContent();
-  const showBackground = background && content !== "simple";
-
   return (
     <div
       className={cn(
         "group relative inline-flex shrink-0 items-center justify-center",
         resolvedSize === "lg" ? "h-9 w-9" : "h-7 w-7",
-        disabled ? "cursor-not-allowed" : "cursor-default"
+        disabled ? "cursor-not-allowed" : "cursor-default",
+        className
       )}
     >
-      {showBackground ? (
+      {/* Inner qualifier container — no background for "simple" */}
+      {content !== "simple" && (
         <div
           className={cn(
-            "flex items-center justify-center overflow-hidden rounded-08 transition-colors",
+            "flex items-center justify-center overflow-hidden transition-colors",
             resolvedSize === "lg" ? "h-9 w-9" : "h-7 w-7",
-            disabled
-              ? "bg-background-neutral-03"
-              : selected
-                ? "bg-action-link-00"
-                : "bg-background-tint-01"
+            isRound ? "rounded-full" : "rounded-08",
+            styles.container,
+            content === "image" && disabled && !selected && "opacity-50"
           )}
         >
-          {inner}
+          {renderContent()}
         </div>
-      ) : (
-        inner
       )}
 
       {/* Selection overlay */}
       {selectable && (
         <div
           className={cn(
-            "absolute inset-0 items-center justify-center rounded-08",
-            content === "simple" ? "flex" : overlayStyles
+            "absolute inset-0 items-center justify-center",
+            content === "simple"
+              ? "flex"
+              : isRound
+                ? "rounded-full"
+                : "rounded-08",
+            content === "simple"
+              ? "flex"
+              : content === "image"
+                ? styles.overlayImage
+                : styles.overlay
           )}
         >
           <Checkbox

web/lib/opal/src/components/table/TableRow.tsx

@@ -2,6 +2,7 @@
 
 import { cn } from "@opal/utils";
 import { useTableSize } from "@opal/components/table/TableSizeContext";
+import type { TableSize } from "@opal/components/table/TableSizeContext";
 import type { WithoutStyles } from "@/types";
 import { useSortable } from "@dnd-kit/sortable";
 import { CSS } from "@dnd-kit/utilities";
@@ -11,7 +12,7 @@ import { SvgHandle } from "@opal/icons";
 // Types
 // ---------------------------------------------------------------------------
 
-export interface TableRowProps
+interface TableRowProps
   extends WithoutStyles<React.HTMLAttributes<HTMLTableRowElement>> {
   ref?: React.Ref<HTMLTableRowElement>;
   selected?: boolean;
@@ -21,6 +22,8 @@ export interface TableRowProps
   sortableId?: string;
   /** Show drag handle overlay. Defaults to true when sortableId is set. */
   showDragHandle?: boolean;
+  /** Size variant for the drag handle */
+  size?: TableSize;
 }
 
 // ---------------------------------------------------------------------------
@@ -30,13 +33,15 @@ export interface TableRowProps
 function SortableTableRow({
   sortableId,
   showDragHandle = true,
+  size,
   selected,
   disabled,
   ref: _externalRef,
   children,
   ...props
 }: TableRowProps) {
-  const resolvedSize = useTableSize();
+  const contextSize = useTableSize();
+  const resolvedSize = size ?? contextSize;
 
   const {
     attributes,
@@ -100,9 +105,10 @@ function SortableTableRow({
 // Main component
 // ---------------------------------------------------------------------------
 
-export default function TableRow({
+function TableRow({
   sortableId,
   showDragHandle,
+  size,
   selected,
   disabled,
   ref,
@@ -113,6 +119,7 @@ export default function TableRow({
       <SortableTableRow
         sortableId={sortableId}
         showDragHandle={showDragHandle}
+        size={size}
         selected={selected}
         disabled={disabled}
         ref={ref}
@@ -131,3 +138,6 @@ export default function TableRow({
     />
   );
 }
+
+export default TableRow;
+export type { TableRowProps };

web/lib/opal/src/components/table/columns.ts

@@ -25,16 +25,18 @@ import type { SortDirection } from "@opal/components/table/TableHead";
 interface QualifierConfig<TData> {
   /** Content type for body-row `<TableQualifier>`. @default "simple" */
   content?: QualifierContentType;
-  /** Return the icon component to render for a row (for "icon" content). */
-  getContent?: (row: TData) => IconFunctionComponent;
-  /** Return the image URL to render for a row (for "image" content). */
+  /** Content type for the header `<TableQualifier>`. @default "simple" */
+  headerContentType?: QualifierContentType;
+  /** Extract initials from a row (for "avatar-user" content). */
+  getInitials?: (row: TData) => string;
+  /** Extract icon from a row (for "icon" / "avatar-icon" content). */
+  getIcon?: (row: TData) => IconFunctionComponent;
+  /** Extract image src from a row (for "image" content). */
   getImageSrc?: (row: TData) => string;
-  /** Return the image alt text for a row (for "image" content). @default "" */
-  getImageAlt?: (row: TData) => string;
-  /** Show a tinted background container behind the content. @default false */
-  background?: boolean;
-  /** Icon size preset. `"lg"` = 28/24, `"md"` = 20/16. @default "md" */
-  iconSize?: "lg" | "md";
+  /** Whether to show selection checkboxes on the qualifier. @default true */
+  selectable?: boolean;
+  /** Whether to render qualifier content in the header. @default true */
+  header?: boolean;
 }
 
 // ---------------------------------------------------------------------------
@@ -56,6 +58,8 @@ interface DataColumnConfig<TData, TValue> {
   icon?: (sorted: SortDirection) => IconFunctionComponent;
   /** Column weight for proportional distribution. @default 20 */
   weight?: number;
+  /** Minimum column width in pixels. @default 50 */
+  minWidth?: number;
 }
 
 // ---------------------------------------------------------------------------
@@ -128,9 +132,9 @@ interface TableColumnsBuilder<TData> {
  * ```ts
  * const tc = createTableColumns<TeamMember>();
  * const columns = [
- *   tc.qualifier({ content: "icon", getContent: (r) => UserIcon }),
- *   tc.column("name", { header: "Name", weight: 23 }),
- *   tc.column("email", { header: "Email", weight: 28 }),
+ *   tc.qualifier({ content: "avatar-user", getInitials: (r) => r.initials }),
+ *   tc.column("name", { header: "Name", weight: 23, minWidth: 120 }),
+ *   tc.column("email", { header: "Email", weight: 28, minWidth: 150 }),
  *   tc.actions(),
  * ];
  * ```
@@ -158,11 +162,12 @@ export function createTableColumns<TData>(): TableColumnsBuilder<TData> {
         width: (size: TableSize) =>
           size === "md" ? { fixed: 36 } : { fixed: 44 },
         content,
-        getContent: config?.getContent,
+        headerContentType: config?.headerContentType,
+        getInitials: config?.getInitials,
+        getIcon: config?.getIcon,
         getImageSrc: config?.getImageSrc,
-        getImageAlt: config?.getImageAlt,
-        background: config?.background,
-        iconSize: config?.iconSize,
+        selectable: config?.selectable,
+        header: config?.header,
       };
     },
 
@@ -178,6 +183,7 @@ export function createTableColumns<TData>(): TableColumnsBuilder<TData> {
         enableHiding = true,
         icon,
         weight = 20,
+        minWidth = 50,
       } = config;
 
       const def = helper.accessor(accessor as any, {
@@ -195,7 +201,7 @@ export function createTableColumns<TData>(): TableColumnsBuilder<TData> {
         kind: "data",
         id: accessor as string,
         def,
-        width: { weight, minWidth: Math.max(header.length * 8 + 40, 80) },
+        width: { weight, minWidth },
         icon,
       };
     },

web/lib/opal/src/components/table/components.tsx

@@ -39,12 +39,15 @@ import type {
 import type { TableSize } from "@opal/components/table/TableSizeContext";
 
 // ---------------------------------------------------------------------------
-// SelectionBehavior
+// Qualifier × SelectionBehavior
 // ---------------------------------------------------------------------------
 
+type Qualifier = "simple" | "avatar" | "icon";
 type SelectionBehavior = "no-select" | "single-select" | "multi-select";
 
 export type DataTableProps<TData> = BaseDataTableProps<TData> & {
+  /** Leading qualifier column type. @default "simple" */
+  qualifier?: Qualifier;
   /** Row selection behavior. @default "no-select" */
   selectionBehavior?: SelectionBehavior;
 };
@@ -128,8 +131,8 @@ function processColumns<TData>(
  * ```tsx
  * const tc = createTableColumns<TeamMember>();
  * const columns = [
- *   tc.qualifier({ content: "icon", getContent: (r) => UserIcon }),
- *   tc.column("name", { header: "Name", weight: 23 }),
+ *   tc.qualifier({ content: "avatar-user", getInitials: (r) => r.initials }),
+ *   tc.column("name", { header: "Name", weight: 23, minWidth: 120 }),
  *   tc.column("email", { header: "Email", weight: 28 }),
  *   tc.actions(),
  * ];
@@ -149,11 +152,13 @@ export function Table<TData>(props: DataTableProps<TData>) {
     footer,
     size = "lg",
     variant = "cards",
+    qualifier = "simple",
     selectionBehavior = "no-select",
     onSelectionChange,
     onRowClick,
     searchTerm,
     height,
+    headerBackground,
     serverSide,
     emptyState,
   } = props;
@@ -161,15 +166,11 @@ export function Table<TData>(props: DataTableProps<TData>) {
   const effectivePageSize = pageSize ?? (footer ? 10 : data.length);
 
   // Whether the qualifier column should exist in the DOM.
-  // Derived from the column definitions: if a qualifier column exists with
-  // content !== "simple", always show it. If content === "simple" (or no
-  // qualifier column defined), show only for multi-select (checkboxes).
-  const qualifierColDef = columns.find(
-    (c): c is OnyxQualifierColumn<TData> => c.kind === "qualifier"
-  );
+  // "simple" only gets a qualifier column for multi-select (checkboxes).
+  // "simple" + no-select/single-select = no qualifier column — single-select
+  // uses row-level background coloring instead.
   const hasQualifierColumn =
-    (qualifierColDef != null && qualifierColDef.content !== "simple") ||
-    selectionBehavior === "multi-select";
+    qualifier !== "simple" || selectionBehavior === "multi-select";
 
   // 1. Process columns (memoized on columns + size)
   const { tanstackColumns, widthConfig, qualifierColumn, columnKindMap } =
@@ -348,9 +349,15 @@ export function Table<TData>(props: DataTableProps<TData>) {
                   overflowY: "auto" as const,
                 }
               : undefined),
+            ...(headerBackground
+              ? ({
+                  "--table-header-bg": headerBackground,
+                } as React.CSSProperties)
+              : undefined),
           }}
         >
           <TableElement
+            size={size}
             variant={variant}
             selectionBehavior={selectionBehavior}
             width={
@@ -412,12 +419,14 @@ export function Table<TData>(props: DataTableProps<TData>) {
                               columnVisibility={
                                 table.getState().columnVisibility
                               }
+                              size={size}
                             />
                           )}
                           {actionsDef.showSorting !== false && (
                             <SortingPopover
                               table={table}
                               sorting={table.getState().sorting}
+                              size={size}
                               footerText={actionsDef.sortingFooterText}
                             />
                           )}
@@ -532,6 +541,12 @@ export function Table<TData>(props: DataTableProps<TData>) {
                       if (cellColDef?.kind === "qualifier") {
                         const qDef = cellColDef as OnyxQualifierColumn<TData>;
 
+                        // Resolve content based on the qualifier prop:
+                        // - "simple" renders nothing (checkbox only when selectable)
+                        // - "avatar"/"icon" render from column config
+                        const qualifierContent =
+                          qualifier === "simple" ? "simple" : qDef.content;
+
                         return (
                           <QualifierContainer
                             key={cell.id}
@@ -539,12 +554,10 @@ export function Table<TData>(props: DataTableProps<TData>) {
                             onClick={(e) => e.stopPropagation()}
                           >
                             <TableQualifier
-                              content={qDef.content}
-                              icon={qDef.getContent?.(row.original)}
+                              content={qualifierContent}
+                              initials={qDef.getInitials?.(row.original)}
+                              icon={qDef.getIcon?.(row.original)}
                               imageSrc={qDef.getImageSrc?.(row.original)}
-                              imageAlt={qDef.getImageAlt?.(row.original)}
-                              background={qDef.background}
-                              iconSize={qDef.iconSize}
                               selectable={showQualifierCheckbox}
                               selected={
                                 showQualifierCheckbox && row.getIsSelected()