fix(indexing, powerpoint files): Patch markitdown _convert_chart_to_markdown to no-op (#9970) to release v3.1 (#9979)

Co-authored-by: acaprau <48705707+acaprau@users.noreply.github.com>

.git-blame-ignore-revs

@@ -6,3 +6,4 @@
 
 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

@@ -615,6 +615,7 @@ jobs:
           tags: |
             type=raw,value=${{ needs.determine-builds.outputs.is-test-run == 'true' && format('web-{0}', needs.determine-builds.outputs.sanitized-tag) || github.ref_name }}
             type=raw,value=${{ needs.determine-builds.outputs.is-test-run != 'true' && needs.determine-builds.outputs.is-latest == 'true' && 'latest' || '' }}
+            type=raw,value=${{ needs.determine-builds.outputs.is-test-run != 'true' && needs.determine-builds.outputs.is-latest == 'true' && 'craft-latest' || '' }}
             type=raw,value=${{ needs.determine-builds.outputs.is-test-run != 'true' && env.EDGE_TAG == 'true' && 'edge' || '' }}
             type=raw,value=${{ needs.determine-builds.outputs.is-test-run != 'true' && needs.determine-builds.outputs.is-beta == 'true' && 'beta' || '' }}
 
@@ -1263,8 +1264,6 @@ jobs:
             latest=false
           tags: |
             type=raw,value=craft-latest
-            # TODO: Consider aligning craft-latest tags with regular backend builds (e.g., latest, edge, beta)
-            # to keep tagging strategy consistent across all backend images
 
       - name: Create and push manifest
         env:
@@ -1488,6 +1487,7 @@ jobs:
           tags: |
             type=raw,value=${{ needs.determine-builds.outputs.is-test-run == 'true' && format('model-server-{0}', needs.determine-builds.outputs.sanitized-tag) || github.ref_name }}
             type=raw,value=${{ needs.determine-builds.outputs.is-test-run != 'true' && needs.determine-builds.outputs.is-latest == 'true' && 'latest' || '' }}
+            type=raw,value=${{ needs.determine-builds.outputs.is-test-run != 'true' && needs.determine-builds.outputs.is-latest == 'true' && 'craft-latest' || '' }}
             type=raw,value=${{ needs.determine-builds.outputs.is-test-run != 'true' && env.EDGE_TAG == 'true' && 'edge' || '' }}
             type=raw,value=${{ needs.determine-builds.outputs.is-test-run != 'true' && needs.determine-builds.outputs.is-beta-standalone == 'true' && 'beta' || '' }}
 

.github/workflows/pr-external-dependency-unit-tests.yml

@@ -7,6 +7,15 @@ on:
   merge_group:
   pull_request:
     branches: [main]
+    paths:
+      - "backend/**"
+      - "pyproject.toml"
+      - "uv.lock"
+      - ".github/workflows/pr-external-dependency-unit-tests.yml"
+      - ".github/actions/setup-python-and-install-dependencies/**"
+      - ".github/actions/setup-playwright/**"
+      - "deployment/docker_compose/docker-compose.yml"
+      - "deployment/docker_compose/docker-compose.dev.yml"
   push:
     tags:
       - "v*.*.*"

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

@@ -7,6 +7,13 @@ on:
   merge_group:
   pull_request:
     branches: [main]
+    paths:
+      - "backend/**"
+      - "pyproject.toml"
+      - "uv.lock"
+      - ".github/workflows/pr-python-connector-tests.yml"
+      - ".github/actions/setup-python-and-install-dependencies/**"
+      - ".github/actions/setup-playwright/**"
   push:
     tags:
       - "v*.*.*"

.greptile/config.json

@@ -0,0 +1,64 @@
+{
+    "labels": [],
+    "comment": "",
+    "fixWithAI": true,
+    "hideFooter": false,
+    "strictness": 3,
+    "statusCheck": true,
+    "commentTypes": [
+      "logic",
+      "syntax",
+      "style"
+    ],
+    "instructions": "",
+    "disabledLabels": [],
+    "excludeAuthors": [
+      "dependabot[bot]",
+      "renovate[bot]"
+    ],
+    "ignoreKeywords": "",
+    "ignorePatterns": "",
+    "includeAuthors": [],
+    "summarySection": {
+      "included": true,
+      "collapsible": false,
+      "defaultOpen": false
+    },
+    "excludeBranches": [],
+    "fileChangeLimit": 300,
+    "includeBranches": [],
+    "includeKeywords": "",
+    "triggerOnUpdates": true,
+    "updateExistingSummaryComment": true,
+    "updateSummaryOnly": false,
+    "issuesTableSection": {
+      "included": true,
+      "collapsible": false,
+      "defaultOpen": false
+    },
+    "statusCommentsEnabled": true,
+    "confidenceScoreSection": {
+      "included": true,
+      "collapsible": false
+    },
+    "sequenceDiagramSection": {
+      "included": true,
+      "collapsible": false,
+      "defaultOpen": false
+    },
+    "shouldUpdateDescription": false,
+    "rules": [
+      {
+        "scope": ["web/**"],
+        "rule": "In Onyx's Next.js app, the `app/ee/admin/` directory is a filesystem convention for Enterprise Edition route overrides — it does NOT add an `/ee/` prefix to the URL. Both `app/admin/groups/page.tsx` and `app/ee/admin/groups/page.tsx` serve the same URL `/admin/groups`. Hardcoded `/admin/...` paths in router.push() calls are correct and do NOT break EE deployments. Do not flag hardcoded admin paths as bugs."
+      },
+      {
+        "scope": ["web/**"],
+        "rule": "In Onyx, each API key creates a unique user row in the database with a unique `user_id` (UUID). There is a 1:1 mapping between API keys and their backing user records. Multiple API keys do NOT share the same `user_id`. Do not flag potential duplicate row IDs when using `user_id` from API key descriptors."
+      },
+      {
+        "scope": ["backend/**/*.py"],
+        "rule": "Never raise HTTPException directly in business code. Use `raise OnyxError(OnyxErrorCode.XXX, \"message\")` from `onyx.error_handling.exceptions`. A global FastAPI exception handler converts OnyxError into structured JSON responses with {\"error_code\": \"...\", \"detail\": \"...\"}. Error codes are defined in `onyx.error_handling.error_codes.OnyxErrorCode`. For upstream errors with dynamic HTTP status codes, use `status_code_override`: `raise OnyxError(OnyxErrorCode.BAD_GATEWAY, detail, status_code_override=upstream_status)`."
+      }
+    ]
+}

.greptile/files.json

@@ -0,0 +1,57 @@
+[
+  {
+    "scope": [],
+    "path": "contributing_guides/best_practices.md",
+    "description": "Best practices for contributing to the codebase"
+  },
+  {
+    "scope": ["web/**"],
+    "path": "web/AGENTS.md",
+    "description": "Frontend coding standards for the web directory"
+  },
+  {
+    "scope": ["web/**"],
+    "path": "web/tests/README.md",
+    "description": "Frontend testing guide and conventions"
+  },
+  {
+    "scope": ["web/**"],
+    "path": "web/CLAUDE.md",
+    "description": "Single source of truth for frontend coding standards"
+  },
+  {
+    "scope": ["web/**"],
+    "path": "web/lib/opal/README.md",
+    "description": "Opal component library usage guide"
+  },
+  {
+    "scope": ["backend/**"],
+    "path": "backend/tests/README.md",
+    "description": "Backend testing guide covering all 4 test types, fixtures, and conventions"
+  },
+  {
+    "scope": ["backend/onyx/connectors/**"],
+    "path": "backend/onyx/connectors/README.md",
+    "description": "Connector development guide covering design, interfaces, and required changes"
+  },
+  {
+    "scope": [],
+    "path": "CLAUDE.md",
+    "description": "Project instructions and coding standards"
+  },
+  {
+    "scope": [],
+    "path": "backend/alembic/README.md",
+    "description": "Migration guidance, including multi-tenant migration behavior"
+  },
+  {
+    "scope": [],
+    "path": "deployment/helm/charts/onyx/values-lite.yaml",
+    "description": "Lite deployment Helm values and service assumptions"
+  },
+  {
+    "scope": [],
+    "path": "deployment/docker_compose/docker-compose.onyx-lite.yml",
+    "description": "Lite deployment Docker Compose overlay and disabled service behavior"
+  }
+]

.greptile/rules.md

@@ -0,0 +1,29 @@
+# Greptile Review Rules
+
+## Type Annotations
+
+Use explicit type annotations for variables to enhance code clarity, especially when moving type hints around in the code.
+
+## Best Practices
+
+Use `contributing_guides/best_practices.md` as core review context. Prefer consistency with existing patterns, fix issues in code you touch, avoid tacking new features onto muddy interfaces, fail loudly instead of silently swallowing errors, keep code strictly typed, preserve clear state boundaries, remove duplicate or dead logic, break up overly long functions, avoid hidden import-time side effects, respect module boundaries, and favor correctness-by-construction over relying on callers to use an API correctly.
+
+## TODOs
+
+Whenever a TODO is added, there must always be an associated name or ticket with that TODO in the style of `TODO(name): ...` or `TODO(1234): ...`
+
+## Debugging Code
+
+Remove temporary debugging code before merging to production, especially tenant-specific debugging logs.
+
+## Hardcoded Booleans
+
+When hardcoding a boolean variable to a constant value, remove the variable entirely and clean up all places where it's used rather than just setting it to a constant.
+
+## Multi-tenant vs Single-tenant
+
+Code changes must consider both multi-tenant and single-tenant deployments. In multi-tenant mode, preserve tenant isolation, ensure tenant context is propagated correctly, and avoid assumptions that only hold for a single shared schema or globally shared state. In single-tenant mode, avoid introducing unnecessary tenant-specific requirements or cloud-only control-plane dependencies.
+
+## Full vs Lite Deployments
+
+Code changes must consider both regular Onyx deployments and Onyx lite deployments. Lite deployments disable the vector DB, Redis, model servers, and background workers by default, use PostgreSQL-backed cache/auth/file storage, and rely on the API server to handle background work. Do not assume those services are available unless the code path is explicitly limited to full deployments.

.vscode/launch.json

@@ -117,7 +117,8 @@
       "presentation": {
         "group": "2"
       },
-      "consoleTitle": "API Server Console"
+      "consoleTitle": "API Server Console",
+      "justMyCode": false
     },
     {
       "name": "Slack Bot",
@@ -268,7 +269,8 @@
       "presentation": {
         "group": "2"
       },
-      "consoleTitle": "Celery heavy Console"
+      "consoleTitle": "Celery heavy Console",
+      "justMyCode": false
     },
     {
       "name": "Celery kg_processing",
@@ -355,7 +357,8 @@
       "presentation": {
         "group": "2"
       },
-      "consoleTitle": "Celery user_file_processing Console"
+      "consoleTitle": "Celery user_file_processing Console",
+      "justMyCode": false
     },
     {
       "name": "Celery docfetching",
@@ -413,7 +416,8 @@
       "presentation": {
         "group": "2"
       },
-      "consoleTitle": "Celery docprocessing Console"
+      "consoleTitle": "Celery docprocessing Console",
+      "justMyCode": false
     },
     {
       "name": "Celery beat",

backend/alembic/versions/1d78c0ca7853_remove_voice_provider_deleted_column.py

@@ -0,0 +1,35 @@
+"""remove voice_provider deleted column
+
+Revision ID: 1d78c0ca7853
+Revises: a3f8b2c1d4e5
+Create Date: 2026-03-26 11:30:53.883127
+
+"""
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = "1d78c0ca7853"
+down_revision = "a3f8b2c1d4e5"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # Hard-delete any soft-deleted rows before dropping the column
+    op.execute("DELETE FROM voice_provider WHERE deleted = true")
+    op.drop_column("voice_provider", "deleted")
+
+
+def downgrade() -> None:
+    op.add_column(
+        "voice_provider",
+        sa.Column(
+            "deleted",
+            sa.Boolean(),
+            nullable=False,
+            server_default=sa.text("false"),
+        ),
+    )

backend/alembic/versions/25a5501dc766_group_permissions_phase1.py

@@ -0,0 +1,109 @@
+"""group_permissions_phase1
+
+Revision ID: 25a5501dc766
+Revises: b728689f45b1
+Create Date: 2026-03-23 11:41:25.557442
+
+"""
+
+from alembic import op
+import fastapi_users_db_sqlalchemy
+import sqlalchemy as sa
+
+from onyx.db.enums import AccountType
+from onyx.db.enums import GrantSource
+from onyx.db.enums import Permission
+
+
+# revision identifiers, used by Alembic.
+revision = "25a5501dc766"
+down_revision = "b728689f45b1"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # 1. Add account_type column to user table (nullable for now).
+    #    TODO(subash): backfill account_type for existing rows and add NOT NULL.
+    op.add_column(
+        "user",
+        sa.Column(
+            "account_type",
+            sa.Enum(AccountType, native_enum=False),
+            nullable=True,
+        ),
+    )
+
+    # 2. Add is_default column to user_group table
+    op.add_column(
+        "user_group",
+        sa.Column(
+            "is_default",
+            sa.Boolean(),
+            nullable=False,
+            server_default=sa.false(),
+        ),
+    )
+
+    # 3. Create permission_grant table
+    op.create_table(
+        "permission_grant",
+        sa.Column("id", sa.Integer(), autoincrement=True, nullable=False),
+        sa.Column("group_id", sa.Integer(), nullable=False),
+        sa.Column(
+            "permission",
+            sa.Enum(Permission, native_enum=False),
+            nullable=False,
+        ),
+        sa.Column(
+            "grant_source",
+            sa.Enum(GrantSource, native_enum=False),
+            nullable=False,
+        ),
+        sa.Column(
+            "granted_by",
+            fastapi_users_db_sqlalchemy.generics.GUID(),
+            nullable=True,
+        ),
+        sa.Column(
+            "granted_at",
+            sa.DateTime(timezone=True),
+            server_default=sa.func.now(),
+            nullable=False,
+        ),
+        sa.Column(
+            "is_deleted",
+            sa.Boolean(),
+            nullable=False,
+            server_default=sa.false(),
+        ),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(
+            ["group_id"],
+            ["user_group.id"],
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["granted_by"],
+            ["user.id"],
+            ondelete="SET NULL",
+        ),
+        sa.UniqueConstraint(
+            "group_id", "permission", name="uq_permission_grant_group_permission"
+        ),
+    )
+
+    # 4. Index on user__user_group(user_id) — existing composite PK
+    #    has user_group_id as leading column; user-filtered queries need this
+    op.create_index(
+        "ix_user__user_group_user_id",
+        "user__user_group",
+        ["user_id"],
+    )
+
+
+def downgrade() -> None:
+    op.drop_index("ix_user__user_group_user_id", table_name="user__user_group")
+    op.drop_table("permission_grant")
+    op.drop_column("user_group", "is_default")
+    op.drop_column("user", "account_type")

backend/alembic/versions/a3f8b2c1d4e5_add_preferred_response_id_to_chat_message.py

@@ -0,0 +1,36 @@
+"""add preferred_response_id and model_display_name to chat_message
+
+Revision ID: a3f8b2c1d4e5
+Create Date: 2026-03-22
+
+"""
+
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = "a3f8b2c1d4e5"
+down_revision = "25a5501dc766"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "chat_message",
+        sa.Column(
+            "preferred_response_id",
+            sa.Integer(),
+            sa.ForeignKey("chat_message.id", ondelete="SET NULL"),
+            nullable=True,
+        ),
+    )
+    op.add_column(
+        "chat_message",
+        sa.Column("model_display_name", sa.String(), nullable=True),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("chat_message", "model_display_name")
+    op.drop_column("chat_message", "preferred_response_id")

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

@@ -28,6 +28,7 @@ from onyx.access.models import DocExternalAccess
 from onyx.access.models import ElementExternalAccess
 from onyx.background.celery.apps.app_base import task_logger
 from onyx.background.celery.celery_redis import celery_find_task
+from onyx.background.celery.celery_redis import celery_get_broker_client
 from onyx.background.celery.celery_redis import celery_get_queue_length
 from onyx.background.celery.celery_redis import celery_get_queued_task_ids
 from onyx.background.celery.celery_redis import celery_get_unacked_task_ids
@@ -187,7 +188,6 @@ def check_for_doc_permissions_sync(self: Task, *, tenant_id: str) -> bool | None
     # (which lives on a different db number)
     r = get_redis_client()
     r_replica = get_redis_replica_client()
-    r_celery: Redis = self.app.broker_connection().channel().client  # type: ignore
 
     lock_beat: RedisLock = r.lock(
         OnyxRedisLocks.CHECK_CONNECTOR_DOC_PERMISSIONS_SYNC_BEAT_LOCK,
@@ -227,6 +227,7 @@ def check_for_doc_permissions_sync(self: Task, *, tenant_id: str) -> bool | None
             # tasks can be in the queue in redis, in reserved tasks (prefetched by the worker),
             # or be currently executing
             try:
+                r_celery = celery_get_broker_client(self.app)
                 validate_permission_sync_fences(
                     tenant_id, r, r_replica, r_celery, lock_beat
                 )

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

@@ -29,6 +29,7 @@ from ee.onyx.external_permissions.sync_params import (
 from ee.onyx.external_permissions.sync_params import get_source_perm_sync_config
 from onyx.background.celery.apps.app_base import task_logger
 from onyx.background.celery.celery_redis import celery_find_task
+from onyx.background.celery.celery_redis import celery_get_broker_client
 from onyx.background.celery.celery_redis import celery_get_unacked_task_ids
 from onyx.background.celery.tasks.beat_schedule import CLOUD_BEAT_MULTIPLIER_DEFAULT
 from onyx.background.error_logging import emit_background_error
@@ -162,7 +163,6 @@ def check_for_external_group_sync(self: Task, *, tenant_id: str) -> bool | None:
     # (which lives on a different db number)
     r = get_redis_client()
     r_replica = get_redis_replica_client()
-    r_celery: Redis = self.app.broker_connection().channel().client  # type: ignore
 
     lock_beat: RedisLock = r.lock(
         OnyxRedisLocks.CHECK_CONNECTOR_EXTERNAL_GROUP_SYNC_BEAT_LOCK,
@@ -221,6 +221,7 @@ def check_for_external_group_sync(self: Task, *, tenant_id: str) -> bool | None:
             # tasks can be in the queue in redis, in reserved tasks (prefetched by the worker),
             # or be currently executing
             try:
+                r_celery = celery_get_broker_client(self.app)
                 validate_external_group_sync_fences(
                     tenant_id, self.app, r, r_replica, r_celery, lock_beat
                 )

backend/ee/onyx/background/celery/tasks/tenant_provisioning/tasks.py

@@ -25,10 +25,13 @@ from onyx.redis.redis_pool import get_redis_client
 from shared_configs.configs import MULTI_TENANT
 from shared_configs.configs import TENANT_ID_PREFIX
 
-# Soft time limit for tenant pre-provisioning tasks (in seconds)
-_TENANT_PROVISIONING_SOFT_TIME_LIMIT = 60 * 5  # 5 minutes
-# Hard time limit for tenant pre-provisioning tasks (in seconds)
-_TENANT_PROVISIONING_TIME_LIMIT = 60 * 10  # 10 minutes
+# Maximum tenants to provision in a single task run.
+# Each tenant takes ~80s (alembic migrations), so 5 tenants ≈ 7 minutes.
+_MAX_TENANTS_PER_RUN = 5
+
+# Time limits sized for worst-case batch: _MAX_TENANTS_PER_RUN × ~90s + buffer.
+_TENANT_PROVISIONING_SOFT_TIME_LIMIT = 60 * 10  # 10 minutes
+_TENANT_PROVISIONING_TIME_LIMIT = 60 * 15  # 15 minutes
 
 
 @shared_task(
@@ -85,9 +88,26 @@ def check_available_tenants(self: Task) -> None:  # noqa: ARG001
             f"To provision: {tenants_to_provision}"
         )
 
-        # just provision one tenant each time we run this ... increase if needed.
-        if tenants_to_provision > 0:
-            pre_provision_tenant()
+        batch_size = min(tenants_to_provision, _MAX_TENANTS_PER_RUN)
+        if batch_size < tenants_to_provision:
+            task_logger.info(
+                f"Capping batch to {batch_size} "
+                f"(need {tenants_to_provision}, will catch up next cycle)"
+            )
+
+        provisioned = 0
+        for i in range(batch_size):
+            task_logger.info(f"Provisioning tenant {i + 1}/{batch_size}")
+            try:
+                if pre_provision_tenant():
+                    provisioned += 1
+            except Exception:
+                task_logger.exception(
+                    f"Failed to provision tenant {i + 1}/{batch_size}, "
+                    "continuing with remaining tenants"
+                )
+
+        task_logger.info(f"Provisioning complete: {provisioned}/{batch_size} succeeded")
 
     except Exception:
         task_logger.exception("Error in check_available_tenants task")
@@ -101,11 +121,13 @@ def check_available_tenants(self: Task) -> None:  # noqa: ARG001
             )
 
 
-def pre_provision_tenant() -> None:
+def pre_provision_tenant() -> bool:
     """
     Pre-provision a new tenant and store it in the NewAvailableTenant table.
     This function fully sets up the tenant with all necessary configurations,
     so it's ready to be assigned to a user immediately.
+
+    Returns True if a tenant was successfully provisioned, False otherwise.
     """
     # The MULTI_TENANT check is now done at the caller level (check_available_tenants)
     # rather than inside this function
@@ -118,10 +140,10 @@ def pre_provision_tenant() -> None:
 
     # Allow multiple pre-provisioning tasks to run, but ensure they don't overlap
     if not lock_provision.acquire(blocking=False):
-        task_logger.debug(
-            "Skipping pre_provision_tenant task because it is already running"
+        task_logger.warning(
+            "Skipping pre_provision_tenant — could not acquire provision lock"
         )
-        return
+        return False
 
     tenant_id: str | None = None
     try:
@@ -161,6 +183,7 @@ def pre_provision_tenant() -> None:
                 db_session.add(new_tenant)
                 db_session.commit()
                 task_logger.info(f"Successfully pre-provisioned tenant: {tenant_id}")
+                return True
             except Exception:
                 db_session.rollback()
                 task_logger.error(
@@ -184,6 +207,7 @@ def pre_provision_tenant() -> None:
                 asyncio.run(rollback_tenant_provisioning(tenant_id))
             except Exception:
                 task_logger.exception(f"Error during rollback for tenant: {tenant_id}")
+        return False
     finally:
         try:
             lock_provision.release()

backend/ee/onyx/db/token_limit.py

@@ -115,8 +115,14 @@ def fetch_user_group_token_rate_limits_for_user(
     ordered: bool = True,
     get_editable: bool = True,
 ) -> Sequence[TokenRateLimit]:
-    stmt = select(TokenRateLimit)
-    stmt = stmt.where(User__UserGroup.user_group_id == group_id)
+    stmt = (
+        select(TokenRateLimit)
+        .join(
+            TokenRateLimit__UserGroup,
+            TokenRateLimit.id == TokenRateLimit__UserGroup.rate_limit_id,
+        )
+        .where(TokenRateLimit__UserGroup.user_group_id == group_id)
+    )
     stmt = _add_user_filters(stmt, user, get_editable)
 
     if enabled_only:

backend/ee/onyx/db/user_group.py

@@ -800,6 +800,33 @@ def update_user_group(
     return db_user_group
 
 
+def rename_user_group(
+    db_session: Session,
+    user_group_id: int,
+    new_name: str,
+) -> UserGroup:
+    stmt = select(UserGroup).where(UserGroup.id == user_group_id)
+    db_user_group = db_session.scalar(stmt)
+    if db_user_group is None:
+        raise ValueError(f"UserGroup with id '{user_group_id}' not found")
+
+    _check_user_group_is_modifiable(db_user_group)
+
+    db_user_group.name = new_name
+    db_user_group.time_last_modified_by_user = func.now()
+
+    # CC pair documents in Vespa contain the group name, so we need to
+    # trigger a sync to update them with the new name.
+    _mark_user_group__cc_pair_relationships_outdated__no_commit(
+        db_session=db_session, user_group_id=user_group_id
+    )
+    if not DISABLE_VECTOR_DB:
+        db_user_group.is_up_to_date = False
+
+    db_session.commit()
+    return db_user_group
+
+
 def prepare_user_group_for_deletion(db_session: Session, user_group_id: int) -> None:
     stmt = select(UserGroup).where(UserGroup.id == user_group_id)
     db_user_group = db_session.scalar(stmt)

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

@@ -250,20 +250,24 @@ def _get_sharepoint_list_item_id(drive_item: DriveItem) -> str | None:
         raise e
 
 
-def _is_public_item(drive_item: DriveItem) -> bool:
-    is_public = False
+def _is_public_item(
+    drive_item: DriveItem,
+    treat_sharing_link_as_public: bool = False,
+) -> bool:
+    if not treat_sharing_link_as_public:
+        return False
+
     try:
         permissions = sleep_and_retry(
             drive_item.permissions.get_all(page_loaded=lambda _: None), "is_public_item"
         )
         for permission in permissions:
-            if permission.link and (
-                permission.link.scope == "anonymous"
-                or permission.link.scope == "organization"
+            if permission.link and permission.link.scope in (
+                "anonymous",
+                "organization",
             ):
-                is_public = True
-                break
-        return is_public
+                return True
+        return False
     except Exception as e:
         logger.error(f"Failed to check if item {drive_item.id} is public: {e}")
         return False
@@ -504,6 +508,7 @@ def get_external_access_from_sharepoint(
     drive_item: DriveItem | None,
     site_page: dict[str, Any] | None,
     add_prefix: bool = False,
+    treat_sharing_link_as_public: bool = False,
 ) -> ExternalAccess:
     """
     Get external access information from SharePoint.
@@ -563,8 +568,7 @@ def get_external_access_from_sharepoint(
                     )
 
     if drive_item and drive_name:
-        # Here we check if the item have have any public links, if so we return early
-        is_public = _is_public_item(drive_item)
+        is_public = _is_public_item(drive_item, treat_sharing_link_as_public)
         if is_public:
             logger.info(f"Item {drive_item.id} is public")
             return ExternalAccess(

backend/ee/onyx/search/process_search_query.py

@@ -44,19 +44,21 @@ def _run_single_search(
     user: User,
     db_session: Session,
     num_hits: int | None = None,
+    hybrid_alpha: float | None = None,
 ) -> list[InferenceChunk]:
     """Execute a single search query and return chunks."""
     chunk_search_request = ChunkSearchRequest(
         query=query,
         user_selected_filters=filters,
         limit=num_hits,
+        hybrid_alpha=hybrid_alpha,
     )
 
     return search_pipeline(
         chunk_search_request=chunk_search_request,
         document_index=document_index,
         user=user,
-        persona=None,  # No persona for direct search
+        persona_search_info=None,
         db_session=db_session,
     )
 
@@ -74,7 +76,7 @@ def stream_search_query(
     Core search function that yields streaming packets.
     Used by both streaming and non-streaming endpoints.
     """
-    # Get document index
+    # Get document index.
     search_settings = get_current_search_settings(db_session)
     # This flow is for search so we do not get all indices.
     document_index = get_default_document_index(search_settings, None, db_session)
@@ -119,6 +121,7 @@ def stream_search_query(
             user=user,
             db_session=db_session,
             num_hits=request.num_hits,
+            hybrid_alpha=request.hybrid_alpha,
         )
     else:
         # Multiple queries - run in parallel and merge with RRF
@@ -133,6 +136,7 @@ def stream_search_query(
                     user,
                     db_session,
                     request.num_hits,
+                    request.hybrid_alpha,
                 ),
             )
             for query in all_executed_queries

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

@@ -27,15 +27,17 @@ class SearchFlowClassificationResponse(BaseModel):
     is_search_flow: bool
 
 
-# NOTE: This model is used for the core flow of the Onyx application, any changes to it should be reviewed and approved by an
-# experienced team member. It is very important to 1. avoid bloat and 2. that this remains backwards compatible across versions.
+# NOTE: This model is used for the core flow of the Onyx application, any
+# changes to it should be reviewed and approved by an experienced team member.
+# It is very important to 1. avoid bloat and 2. that this remains backwards
+# compatible across versions.
 class SendSearchQueryRequest(BaseModel):
     search_query: str
     filters: BaseFilters | None = None
     num_docs_fed_to_llm_selection: int | None = None
     run_query_expansion: bool = False
     num_hits: int = 30
-
+    hybrid_alpha: float | None = None
     include_content: bool = False
     stream: bool = False
 

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

@@ -20,6 +20,7 @@ from ee.onyx.server.query_and_chat.models import SearchQueryResponse
 from ee.onyx.server.query_and_chat.models import SendSearchQueryRequest
 from ee.onyx.server.query_and_chat.streaming_models import SearchErrorPacket
 from onyx.auth.users import current_user
+from onyx.configs.app_configs import ONYX_SEARCH_UI_USES_OPENSEARCH_KEYWORD_SEARCH
 from onyx.db.engine.sql_engine import get_session
 from onyx.db.engine.sql_engine import get_session_with_current_tenant
 from onyx.db.models import User
@@ -67,8 +68,10 @@ def search_flow_classification(
     return SearchFlowClassificationResponse(is_search_flow=is_search_flow)
 
 
-# NOTE: This endpoint is used for the core flow of the Onyx application, any changes to it should be reviewed and approved by an
-# experienced team member. It is very important to 1. avoid bloat and 2. that this remains backwards compatible across versions.
+# NOTE: This endpoint is used for the core flow of the Onyx application, any
+# changes to it should be reviewed and approved by an experienced team member.
+# It is very important to 1. avoid bloat and 2. that this remains backwards
+# compatible across versions.
 @router.post(
     "/send-search-message",
     response_model=None,
@@ -80,13 +83,19 @@ def handle_send_search_message(
     db_session: Session = Depends(get_session),
 ) -> StreamingResponse | SearchFullResponse:
     """
-    Execute a search query with optional streaming.
+    Executes a search query with optional streaming.
 
-    When stream=True: Returns StreamingResponse with SSE
-    When stream=False: Returns SearchFullResponse
+    If hybrid_alpha is unset and ONYX_SEARCH_UI_USES_OPENSEARCH_KEYWORD_SEARCH
+    is True, executes pure keyword search.
+
+    Returns:
+        StreamingResponse with SSE if stream=True, otherwise SearchFullResponse.
     """
     logger.debug(f"Received search query: {request.search_query}")
 
+    if request.hybrid_alpha is None and ONYX_SEARCH_UI_USES_OPENSEARCH_KEYWORD_SEARCH:
+        request.hybrid_alpha = 0.0
+
     # Non-streaming path
     if not request.stream:
         try:

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

@@ -4,6 +4,7 @@ from fastapi import HTTPException
 from sqlalchemy.exc import IntegrityError
 from sqlalchemy.orm import Session
 
+from ee.onyx.db.persona import update_persona_access
 from ee.onyx.db.user_group import add_users_to_user_group
 from ee.onyx.db.user_group import delete_user_group as db_delete_user_group
 from ee.onyx.db.user_group import fetch_user_group
@@ -11,13 +12,16 @@ from ee.onyx.db.user_group import fetch_user_groups
 from ee.onyx.db.user_group import fetch_user_groups_for_user
 from ee.onyx.db.user_group import insert_user_group
 from ee.onyx.db.user_group import prepare_user_group_for_deletion
+from ee.onyx.db.user_group import rename_user_group
 from ee.onyx.db.user_group import update_user_curator_relationship
 from ee.onyx.db.user_group import update_user_group
 from ee.onyx.server.user_group.models import AddUsersToUserGroupRequest
 from ee.onyx.server.user_group.models import MinimalUserGroupSnapshot
 from ee.onyx.server.user_group.models import SetCuratorRequest
+from ee.onyx.server.user_group.models import UpdateGroupAgentsRequest
 from ee.onyx.server.user_group.models import UserGroup
 from ee.onyx.server.user_group.models import UserGroupCreate
+from ee.onyx.server.user_group.models import UserGroupRename
 from ee.onyx.server.user_group.models import UserGroupUpdate
 from onyx.auth.users import current_admin_user
 from onyx.auth.users import current_curator_or_admin_user
@@ -27,6 +31,9 @@ from onyx.configs.constants import PUBLIC_API_TAGS
 from onyx.db.engine.sql_engine import get_session
 from onyx.db.models import User
 from onyx.db.models import UserRole
+from onyx.db.persona import get_persona_by_id
+from onyx.error_handling.error_codes import OnyxErrorCode
+from onyx.error_handling.exceptions import OnyxError
 from onyx.utils.logger import setup_logger
 
 logger = setup_logger()
@@ -87,6 +94,32 @@ def create_user_group(
     return UserGroup.from_model(db_user_group)
 
 
+@router.patch("/admin/user-group/rename")
+def rename_user_group_endpoint(
+    rename_request: UserGroupRename,
+    _: User = Depends(current_admin_user),
+    db_session: Session = Depends(get_session),
+) -> UserGroup:
+    try:
+        return UserGroup.from_model(
+            rename_user_group(
+                db_session=db_session,
+                user_group_id=rename_request.id,
+                new_name=rename_request.name,
+            )
+        )
+    except IntegrityError:
+        raise OnyxError(
+            OnyxErrorCode.DUPLICATE_RESOURCE,
+            f"User group with name '{rename_request.name}' already exists.",
+        )
+    except ValueError as e:
+        msg = str(e)
+        if "not found" in msg.lower():
+            raise OnyxError(OnyxErrorCode.NOT_FOUND, msg)
+        raise OnyxError(OnyxErrorCode.CONFLICT, msg)
+
+
 @router.patch("/admin/user-group/{user_group_id}")
 def patch_user_group(
     user_group_id: int,
@@ -161,3 +194,38 @@ def delete_user_group(
         user_group = fetch_user_group(db_session, user_group_id)
         if user_group:
             db_delete_user_group(db_session, user_group)
+
+
+@router.patch("/admin/user-group/{user_group_id}/agents")
+def update_group_agents(
+    user_group_id: int,
+    request: UpdateGroupAgentsRequest,
+    user: User = Depends(current_admin_user),
+    db_session: Session = Depends(get_session),
+) -> None:
+    for agent_id in request.added_agent_ids:
+        persona = get_persona_by_id(
+            persona_id=agent_id, user=user, db_session=db_session
+        )
+        current_group_ids = [g.id for g in persona.groups]
+        if user_group_id not in current_group_ids:
+            update_persona_access(
+                persona_id=agent_id,
+                creator_user_id=user.id,
+                db_session=db_session,
+                group_ids=current_group_ids + [user_group_id],
+            )
+
+    for agent_id in request.removed_agent_ids:
+        persona = get_persona_by_id(
+            persona_id=agent_id, user=user, db_session=db_session
+        )
+        current_group_ids = [g.id for g in persona.groups]
+        update_persona_access(
+            persona_id=agent_id,
+            creator_user_id=user.id,
+            db_session=db_session,
+            group_ids=[gid for gid in current_group_ids if gid != user_group_id],
+        )
+
+    db_session.commit()

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

@@ -104,6 +104,16 @@ class AddUsersToUserGroupRequest(BaseModel):
     user_ids: list[UUID]
 
 
+class UserGroupRename(BaseModel):
+    id: int
+    name: str
+
+
 class SetCuratorRequest(BaseModel):
     user_id: UUID
     is_curator: bool
+
+
+class UpdateGroupAgentsRequest(BaseModel):
+    added_agent_ids: list[int]
+    removed_agent_ids: list[int]

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

@@ -13,6 +13,14 @@ from celery.signals import worker_shutdown
 import onyx.background.celery.apps.app_base as app_base
 from onyx.configs.constants import POSTGRES_CELERY_WORKER_DOCFETCHING_APP_NAME
 from onyx.db.engine.sql_engine import SqlEngine
+from onyx.server.metrics.celery_task_metrics import on_celery_task_postrun
+from onyx.server.metrics.celery_task_metrics import on_celery_task_prerun
+from onyx.server.metrics.celery_task_metrics import on_celery_task_rejected
+from onyx.server.metrics.celery_task_metrics import on_celery_task_retry
+from onyx.server.metrics.celery_task_metrics import on_celery_task_revoked
+from onyx.server.metrics.indexing_task_metrics import on_indexing_task_postrun
+from onyx.server.metrics.indexing_task_metrics import on_indexing_task_prerun
+from onyx.server.metrics.metrics_server import start_metrics_server
 from onyx.utils.logger import setup_logger
 from shared_configs.configs import MULTI_TENANT
 
@@ -34,6 +42,8 @@ def on_task_prerun(
     **kwds: Any,
 ) -> None:
     app_base.on_task_prerun(sender, task_id, task, args, kwargs, **kwds)
+    on_celery_task_prerun(task_id, task)
+    on_indexing_task_prerun(task_id, task, kwargs)
 
 
 @signals.task_postrun.connect
@@ -48,6 +58,36 @@ def on_task_postrun(
     **kwds: Any,
 ) -> None:
     app_base.on_task_postrun(sender, task_id, task, args, kwargs, retval, state, **kwds)
+    on_celery_task_postrun(task_id, task, state)
+    on_indexing_task_postrun(task_id, task, kwargs, state)
+
+
+@signals.task_retry.connect
+def on_task_retry(sender: Any | None = None, **kwargs: Any) -> None:  # noqa: ARG001
+    # task_retry signal doesn't pass task_id in kwargs; get it from
+    # the sender (the task instance) via sender.request.id.
+    task_id = getattr(getattr(sender, "request", None), "id", None)
+    on_celery_task_retry(task_id, sender)
+
+
+@signals.task_revoked.connect
+def on_task_revoked(sender: Any | None = None, **kwargs: Any) -> None:
+    task_name = getattr(sender, "name", None) or str(sender)
+    on_celery_task_revoked(kwargs.get("task_id"), task_name)
+
+
+@signals.task_rejected.connect
+def on_task_rejected(sender: Any | None = None, **kwargs: Any) -> None:  # noqa: ARG001
+    # task_rejected sends the Consumer as sender, not the task instance.
+    # The task name must be extracted from the Celery message headers.
+    message = kwargs.get("message")
+    task_name: str | None = None
+    if message is not None:
+        headers = getattr(message, "headers", None) or {}
+        task_name = headers.get("task")
+    if task_name is None:
+        task_name = "unknown"
+    on_celery_task_rejected(None, task_name)
 
 
 @celeryd_init.connect
@@ -76,6 +116,7 @@ def on_worker_init(sender: Worker, **kwargs: Any) -> None:
 
 @worker_ready.connect
 def on_worker_ready(sender: Any, **kwargs: Any) -> None:
+    start_metrics_server("docfetching")
     app_base.on_worker_ready(sender, **kwargs)
 
 

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

@@ -14,6 +14,14 @@ from celery.signals import worker_shutdown
 import onyx.background.celery.apps.app_base as app_base
 from onyx.configs.constants import POSTGRES_CELERY_WORKER_DOCPROCESSING_APP_NAME
 from onyx.db.engine.sql_engine import SqlEngine
+from onyx.server.metrics.celery_task_metrics import on_celery_task_postrun
+from onyx.server.metrics.celery_task_metrics import on_celery_task_prerun
+from onyx.server.metrics.celery_task_metrics import on_celery_task_rejected
+from onyx.server.metrics.celery_task_metrics import on_celery_task_retry
+from onyx.server.metrics.celery_task_metrics import on_celery_task_revoked
+from onyx.server.metrics.indexing_task_metrics import on_indexing_task_postrun
+from onyx.server.metrics.indexing_task_metrics import on_indexing_task_prerun
+from onyx.server.metrics.metrics_server import start_metrics_server
 from onyx.utils.logger import setup_logger
 from shared_configs.configs import MULTI_TENANT
 
@@ -35,6 +43,8 @@ def on_task_prerun(
     **kwds: Any,
 ) -> None:
     app_base.on_task_prerun(sender, task_id, task, args, kwargs, **kwds)
+    on_celery_task_prerun(task_id, task)
+    on_indexing_task_prerun(task_id, task, kwargs)
 
 
 @signals.task_postrun.connect
@@ -49,6 +59,36 @@ def on_task_postrun(
     **kwds: Any,
 ) -> None:
     app_base.on_task_postrun(sender, task_id, task, args, kwargs, retval, state, **kwds)
+    on_celery_task_postrun(task_id, task, state)
+    on_indexing_task_postrun(task_id, task, kwargs, state)
+
+
+@signals.task_retry.connect
+def on_task_retry(sender: Any | None = None, **kwargs: Any) -> None:  # noqa: ARG001
+    # task_retry signal doesn't pass task_id in kwargs; get it from
+    # the sender (the task instance) via sender.request.id.
+    task_id = getattr(getattr(sender, "request", None), "id", None)
+    on_celery_task_retry(task_id, sender)
+
+
+@signals.task_revoked.connect
+def on_task_revoked(sender: Any | None = None, **kwargs: Any) -> None:
+    task_name = getattr(sender, "name", None) or str(sender)
+    on_celery_task_revoked(kwargs.get("task_id"), task_name)
+
+
+@signals.task_rejected.connect
+def on_task_rejected(sender: Any | None = None, **kwargs: Any) -> None:  # noqa: ARG001
+    # task_rejected sends the Consumer as sender, not the task instance.
+    # The task name must be extracted from the Celery message headers.
+    message = kwargs.get("message")
+    task_name: str | None = None
+    if message is not None:
+        headers = getattr(message, "headers", None) or {}
+        task_name = headers.get("task")
+    if task_name is None:
+        task_name = "unknown"
+    on_celery_task_rejected(None, task_name)
 
 
 @celeryd_init.connect
@@ -82,6 +122,7 @@ def on_worker_init(sender: Worker, **kwargs: Any) -> None:
 
 @worker_ready.connect
 def on_worker_ready(sender: Any, **kwargs: Any) -> None:
+    start_metrics_server("docprocessing")
     app_base.on_worker_ready(sender, **kwargs)
 
 
@@ -90,6 +131,12 @@ def on_worker_shutdown(sender: Any, **kwargs: Any) -> None:
     app_base.on_worker_shutdown(sender, **kwargs)
 
 
+# Note: worker_process_init only fires in prefork pool mode. Docprocessing uses
+# worker_pool="threads" (see configs/docprocessing.py), so this handler is
+# effectively a no-op in normal operation. It remains as a safety net in case
+# the pool type is ever changed to prefork. Prometheus metrics are safe in
+# thread-pool mode since all threads share the same process memory and can
+# update the same Counter/Gauge/Histogram objects directly.
 @worker_process_init.connect
 def init_worker(**kwargs: Any) -> None:  # noqa: ARG001
     SqlEngine.reset_engine()

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

@@ -54,8 +54,14 @@ def on_celeryd_init(sender: Any = None, conf: Any = None, **kwargs: Any) -> None
     app_base.on_celeryd_init(sender, conf, **kwargs)
 
 
+# Set by on_worker_init so on_worker_ready knows whether to start the server.
+_prometheus_collectors_ok: bool = False
+
+
 @worker_init.connect
 def on_worker_init(sender: Any, **kwargs: Any) -> None:
+    global _prometheus_collectors_ok
+
     logger.info("worker_init signal received.")
     logger.info(f"Multiprocessing start method: {multiprocessing.get_start_method()}")
 
@@ -65,6 +71,8 @@ def on_worker_init(sender: Any, **kwargs: Any) -> None:
     app_base.wait_for_redis(sender, **kwargs)
     app_base.wait_for_db(sender, **kwargs)
 
+    _prometheus_collectors_ok = _setup_prometheus_collectors(sender)
+
     # Less startup checks in multi-tenant case
     if MULTI_TENANT:
         return
@@ -72,8 +80,37 @@ def on_worker_init(sender: Any, **kwargs: Any) -> None:
     app_base.on_secondary_worker_init(sender, **kwargs)
 
 
+def _setup_prometheus_collectors(sender: Any) -> bool:
+    """Register Prometheus collectors that need Redis/DB access.
+
+    Passes the Celery app so the queue depth collector can obtain a fresh
+    broker Redis client on each scrape (rather than holding a stale reference).
+
+    Returns True if registration succeeded, False otherwise.
+    """
+    try:
+        from onyx.server.metrics.indexing_pipeline_setup import (
+            setup_indexing_pipeline_metrics,
+        )
+
+        setup_indexing_pipeline_metrics(sender.app)
+        logger.info("Prometheus indexing pipeline collectors registered")
+        return True
+    except Exception:
+        logger.exception("Failed to register Prometheus indexing pipeline collectors")
+        return False
+
+
 @worker_ready.connect
 def on_worker_ready(sender: Any, **kwargs: Any) -> None:
+    if _prometheus_collectors_ok:
+        from onyx.server.metrics.metrics_server import start_metrics_server
+
+        start_metrics_server("monitoring")
+    else:
+        logger.warning(
+            "Skipping Prometheus metrics server — collector registration failed"
+        )
     app_base.on_worker_ready(sender, **kwargs)
 
 

backend/onyx/background/celery/celery_redis.py

@@ -1,5 +1,6 @@
 # These are helper objects for tracking the keys we need to write in redis
 import json
+import threading
 from typing import Any
 from typing import cast
 
@@ -7,7 +8,59 @@ from celery import Celery
 from redis import Redis
 
 from onyx.background.celery.configs.base import CELERY_SEPARATOR
+from onyx.configs.app_configs import REDIS_HEALTH_CHECK_INTERVAL
 from onyx.configs.constants import OnyxCeleryPriority
+from onyx.configs.constants import REDIS_SOCKET_KEEPALIVE_OPTIONS
+
+
+_broker_client: Redis | None = None
+_broker_url: str | None = None
+_broker_client_lock = threading.Lock()
+
+
+def celery_get_broker_client(app: Celery) -> Redis:
+    """Return a shared Redis client connected to the Celery broker DB.
+
+    Uses a module-level singleton so all tasks on a worker share one
+    connection instead of creating a new one per call. The client
+    connects directly to the broker Redis DB (parsed from the broker URL).
+
+    Thread-safe via lock — safe for use in Celery thread-pool workers.
+
+    Usage:
+        r_celery = celery_get_broker_client(self.app)
+        length = celery_get_queue_length(queue, r_celery)
+    """
+    global _broker_client, _broker_url
+    with _broker_client_lock:
+        url = app.conf.broker_url
+        if _broker_client is not None and _broker_url == url:
+            try:
+                _broker_client.ping()
+                return _broker_client
+            except Exception:
+                try:
+                    _broker_client.close()
+                except Exception:
+                    pass
+                _broker_client = None
+        elif _broker_client is not None:
+            try:
+                _broker_client.close()
+            except Exception:
+                pass
+            _broker_client = None
+
+        _broker_url = url
+        _broker_client = Redis.from_url(
+            url,
+            decode_responses=False,
+            health_check_interval=REDIS_HEALTH_CHECK_INTERVAL,
+            socket_keepalive=True,
+            socket_keepalive_options=REDIS_SOCKET_KEEPALIVE_OPTIONS,
+            retry_on_timeout=True,
+        )
+        return _broker_client
 
 
 def celery_get_unacked_length(r: Redis) -> int:

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

@@ -14,6 +14,7 @@ from redis.lock import Lock as RedisLock
 from sqlalchemy.orm import Session
 
 from onyx.background.celery.apps.app_base import task_logger
+from onyx.background.celery.celery_redis import celery_get_broker_client
 from onyx.background.celery.celery_redis import celery_get_queue_length
 from onyx.background.celery.celery_redis import celery_get_queued_task_ids
 from onyx.configs.app_configs import JOB_TIMEOUT
@@ -132,7 +133,6 @@ def revoke_tasks_blocking_deletion(
 def check_for_connector_deletion_task(self: Task, *, tenant_id: str) -> bool | None:
     r = get_redis_client()
     r_replica = get_redis_replica_client()
-    r_celery: Redis = self.app.broker_connection().channel().client  # type: ignore
 
     lock_beat: RedisLock = r.lock(
         OnyxRedisLocks.CHECK_CONNECTOR_DELETION_BEAT_LOCK,
@@ -149,6 +149,7 @@ def check_for_connector_deletion_task(self: Task, *, tenant_id: str) -> bool | N
         if not r.exists(OnyxRedisSignals.BLOCK_VALIDATE_CONNECTOR_DELETION_FENCES):
             # clear fences that don't have associated celery tasks in progress
             try:
+                r_celery = celery_get_broker_client(self.app)
                 validate_connector_deletion_fences(
                     tenant_id, r, r_replica, r_celery, lock_beat
                 )

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

@@ -22,6 +22,7 @@ from sqlalchemy.orm import Session
 
 from onyx.background.celery.apps.app_base import task_logger
 from onyx.background.celery.celery_redis import celery_find_task
+from onyx.background.celery.celery_redis import celery_get_broker_client
 from onyx.background.celery.celery_redis import celery_get_unacked_task_ids
 from onyx.background.celery.celery_utils import httpx_init_vespa_pool
 from onyx.background.celery.memory_monitoring import emit_process_memory
@@ -449,7 +450,7 @@ def check_indexing_completion(
             ):
                 # Check if the task exists in the celery queue
                 # This handles the case where Redis dies after task creation but before task execution
-                redis_celery = task.app.broker_connection().channel().client  # type: ignore
+                redis_celery = celery_get_broker_client(task.app)
                 task_exists = celery_find_task(
                     attempt.celery_task_id,
                     OnyxCeleryQueues.CONNECTOR_DOC_FETCHING,

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

@@ -1,6 +1,5 @@
 import json
 import time
-from collections.abc import Callable
 from datetime import timedelta
 from itertools import islice
 from typing import Any
@@ -19,6 +18,7 @@ from sqlalchemy import text
 from sqlalchemy.orm import Session
 
 from onyx.background.celery.apps.app_base import task_logger
+from onyx.background.celery.celery_redis import celery_get_broker_client
 from onyx.background.celery.celery_redis import celery_get_queue_length
 from onyx.background.celery.celery_redis import celery_get_unacked_task_ids
 from onyx.background.celery.memory_monitoring import emit_process_memory
@@ -698,31 +698,27 @@ def monitor_background_processes(self: Task, *, tenant_id: str) -> None:
         return None
 
     try:
-        # Get Redis client for Celery broker
-        redis_celery = self.app.broker_connection().channel().client  # type: ignore
         redis_std = get_redis_client()
 
-        # Define metric collection functions and their dependencies
-        metric_functions: list[Callable[[], list[Metric]]] = [
-            lambda: _collect_queue_metrics(redis_celery),
-            lambda: _collect_connector_metrics(db_session, redis_std),
-            lambda: _collect_sync_metrics(db_session, redis_std),
-        ]
+        # Collect queue metrics with broker connection
+        r_celery = celery_get_broker_client(self.app)
+        queue_metrics = _collect_queue_metrics(r_celery)
 
-        # Collect and log each metric
+        # Collect remaining metrics (no broker connection needed)
         with get_session_with_current_tenant() as db_session:
-            for metric_fn in metric_functions:
-                metrics = metric_fn()
-                for metric in metrics:
-                    # double check to make sure we aren't double-emitting metrics
-                    if metric.key is None or not _has_metric_been_emitted(
-                        redis_std, metric.key
-                    ):
-                        metric.log()
-                        metric.emit(tenant_id)
+            all_metrics: list[Metric] = queue_metrics
+            all_metrics.extend(_collect_connector_metrics(db_session, redis_std))
+            all_metrics.extend(_collect_sync_metrics(db_session, redis_std))
 
-                    if metric.key is not None:
-                        _mark_metric_as_emitted(redis_std, metric.key)
+            for metric in all_metrics:
+                if metric.key is None or not _has_metric_been_emitted(
+                    redis_std, metric.key
+                ):
+                    metric.log()
+                    metric.emit(tenant_id)
+
+                if metric.key is not None:
+                    _mark_metric_as_emitted(redis_std, metric.key)
 
         task_logger.info("Successfully collected background metrics")
     except SoftTimeLimitExceeded:
@@ -890,7 +886,7 @@ def monitor_celery_queues_helper(
 ) -> None:
     """A task to monitor all celery queue lengths."""
 
-    r_celery = task.app.broker_connection().channel().client  # type: ignore
+    r_celery = celery_get_broker_client(task.app)
     n_celery = celery_get_queue_length(OnyxCeleryQueues.PRIMARY, r_celery)
     n_docfetching = celery_get_queue_length(
         OnyxCeleryQueues.CONNECTOR_DOC_FETCHING, r_celery
@@ -1080,7 +1076,7 @@ def cloud_monitor_celery_pidbox(
     num_deleted = 0
 
     MAX_PIDBOX_IDLE = 24 * 3600  # 1 day in seconds
-    r_celery: Redis = self.app.broker_connection().channel().client  # type: ignore
+    r_celery = celery_get_broker_client(self.app)
     for key in r_celery.scan_iter("*.reply.celery.pidbox"):
         key_bytes = cast(bytes, key)
         key_str = key_bytes.decode("utf-8")

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

@@ -17,6 +17,7 @@ from sqlalchemy.orm import Session
 
 from onyx.background.celery.apps.app_base import task_logger
 from onyx.background.celery.celery_redis import celery_find_task
+from onyx.background.celery.celery_redis import celery_get_broker_client
 from onyx.background.celery.celery_redis import celery_get_queue_length
 from onyx.background.celery.celery_redis import celery_get_queued_task_ids
 from onyx.background.celery.celery_redis import celery_get_unacked_task_ids
@@ -203,7 +204,6 @@ def _is_pruning_due(cc_pair: ConnectorCredentialPair) -> bool:
 def check_for_pruning(self: Task, *, tenant_id: str) -> bool | None:
     r = get_redis_client()
     r_replica = get_redis_replica_client()
-    r_celery: Redis = self.app.broker_connection().channel().client  # type: ignore
 
     lock_beat: RedisLock = r.lock(
         OnyxRedisLocks.CHECK_PRUNE_BEAT_LOCK,
@@ -261,6 +261,7 @@ def check_for_pruning(self: Task, *, tenant_id: str) -> bool | None:
             # tasks can be in the queue in redis, in reserved tasks (prefetched by the worker),
             # or be currently executing
             try:
+                r_celery = celery_get_broker_client(self.app)
                 validate_pruning_fences(tenant_id, r, r_replica, r_celery, lock_beat)
             except Exception:
                 task_logger.exception("Exception while validating pruning fences")

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

@@ -16,6 +16,7 @@ from sqlalchemy.orm import Session
 
 from onyx.access.access import build_access_for_user_files
 from onyx.background.celery.apps.app_base import task_logger
+from onyx.background.celery.celery_redis import celery_get_broker_client
 from onyx.background.celery.celery_redis import celery_get_queue_length
 from onyx.background.celery.celery_utils import httpx_init_vespa_pool
 from onyx.background.celery.tasks.shared.RetryDocumentIndex import RetryDocumentIndex
@@ -105,7 +106,7 @@ def _user_file_delete_queued_key(user_file_id: str | UUID) -> str:
 
 
 def get_user_file_project_sync_queue_depth(celery_app: Celery) -> int:
-    redis_celery: Redis = celery_app.broker_connection().channel().client  # type: ignore
+    redis_celery = celery_get_broker_client(celery_app)
     return celery_get_queue_length(
         OnyxCeleryQueues.USER_FILE_PROJECT_SYNC, redis_celery
     )
@@ -238,7 +239,7 @@ def check_user_file_processing(self: Task, *, tenant_id: str) -> None:
     skipped_guard = 0
     try:
         # --- Protection 1: queue depth backpressure ---
-        r_celery = self.app.broker_connection().channel().client  # type: ignore
+        r_celery = celery_get_broker_client(self.app)
         queue_len = celery_get_queue_length(
             OnyxCeleryQueues.USER_FILE_PROCESSING, r_celery
         )
@@ -591,7 +592,7 @@ def check_for_user_file_delete(self: Task, *, tenant_id: str) -> None:
         # --- Protection 1: queue depth backpressure ---
         # NOTE: must use the broker's Redis client (not redis_client) because
         # Celery queues live on a separate Redis DB with CELERY_SEPARATOR keys.
-        r_celery: Redis = self.app.broker_connection().channel().client  # type: ignore
+        r_celery = celery_get_broker_client(self.app)
         queue_len = celery_get_queue_length(OnyxCeleryQueues.USER_FILE_DELETE, r_celery)
         if queue_len > USER_FILE_DELETE_MAX_QUEUE_DEPTH:
             task_logger.warning(

backend/onyx/chat/models.py

@@ -8,6 +8,7 @@ from onyx.configs.constants import MessageType
 from onyx.context.search.models import SearchDoc
 from onyx.file_store.models import InMemoryChatFile
 from onyx.server.query_and_chat.models import MessageResponseIDInfo
+from onyx.server.query_and_chat.models import MultiModelMessageResponseIDInfo
 from onyx.server.query_and_chat.streaming_models import CitationInfo
 from onyx.server.query_and_chat.streaming_models import GeneratedImage
 from onyx.server.query_and_chat.streaming_models import Packet
@@ -35,7 +36,13 @@ class CreateChatSessionID(BaseModel):
     chat_session_id: UUID
 
 
-AnswerStreamPart = Packet | MessageResponseIDInfo | StreamingError | CreateChatSessionID
+AnswerStreamPart = (
+    Packet
+    | MessageResponseIDInfo
+    | MultiModelMessageResponseIDInfo
+    | StreamingError
+    | CreateChatSessionID
+)
 
 AnswerStream = Iterator[AnswerStreamPart]
 

backend/onyx/chat/process_message.py

@@ -59,6 +59,7 @@ from onyx.db.chat import create_new_chat_message
 from onyx.db.chat import get_chat_session_by_id
 from onyx.db.chat import get_or_create_root_message
 from onyx.db.chat import reserve_message_id
+from onyx.db.enums import HookPoint
 from onyx.db.memory import get_memories
 from onyx.db.models import ChatMessage
 from onyx.db.models import ChatSession
@@ -68,11 +69,19 @@ from onyx.db.models import UserFile
 from onyx.db.projects import get_user_files_from_project
 from onyx.db.tools import get_tools
 from onyx.deep_research.dr_loop import run_deep_research_llm_loop
+from onyx.error_handling.error_codes import OnyxErrorCode
+from onyx.error_handling.exceptions import log_onyx_error
+from onyx.error_handling.exceptions import OnyxError
 from onyx.file_processing.extract_file_text import extract_file_text
 from onyx.file_store.models import ChatFileType
 from onyx.file_store.models import InMemoryChatFile
 from onyx.file_store.utils import load_in_memory_chat_files
 from onyx.file_store.utils import verify_user_files
+from onyx.hooks.executor import execute_hook
+from onyx.hooks.executor import HookSkipped
+from onyx.hooks.executor import HookSoftFailed
+from onyx.hooks.points.query_processing import QueryProcessingPayload
+from onyx.hooks.points.query_processing import QueryProcessingResponse
 from onyx.llm.factory import get_llm_for_persona
 from onyx.llm.factory import get_llm_token_counter
 from onyx.llm.interfaces import LLM
@@ -424,6 +433,28 @@ def determine_search_params(
     )
 
 
+def _resolve_query_processing_hook_result(
+    hook_result: QueryProcessingResponse | HookSkipped | HookSoftFailed,
+    message_text: str,
+) -> str:
+    """Apply the Query Processing hook result to the message text.
+
+    Returns the (possibly rewritten) message text, or raises OnyxError with
+    QUERY_REJECTED if the hook signals rejection (query is null or empty).
+    HookSkipped and HookSoftFailed are pass-throughs — the original text is
+    returned unchanged.
+    """
+    if isinstance(hook_result, (HookSkipped, HookSoftFailed)):
+        return message_text
+    if not (hook_result.query and hook_result.query.strip()):
+        raise OnyxError(
+            OnyxErrorCode.QUERY_REJECTED,
+            hook_result.rejection_message
+            or "The hook extension for query processing did not return a valid query. No rejection reason was provided.",
+        )
+    return hook_result.query.strip()
+
+
 def handle_stream_message_objects(
     new_msg_req: SendMessageRequest,
     user: User,
@@ -474,16 +505,24 @@ def handle_stream_message_objects(
                 db_session=db_session,
             )
             yield CreateChatSessionID(chat_session_id=chat_session.id)
+            chat_session = get_chat_session_by_id(
+                chat_session_id=chat_session.id,
+                user_id=user_id,
+                db_session=db_session,
+                eager_load_persona=True,
+            )
         else:
             chat_session = get_chat_session_by_id(
                 chat_session_id=new_msg_req.chat_session_id,
                 user_id=user_id,
                 db_session=db_session,
+                eager_load_persona=True,
             )
 
         persona = chat_session.persona
 
         message_text = new_msg_req.message
+
         user_identity = LLMUserIdentity(
             user_id=llm_user_identifier, session_id=str(chat_session.id)
         )
@@ -575,6 +614,28 @@ def handle_stream_message_objects(
         if parent_message.message_type == MessageType.USER:
             user_message = parent_message
         else:
+            # New message — run the Query Processing hook before saving to DB.
+            # Skipped on regeneration: the message already exists and was accepted previously.
+            # Skip the hook for empty/whitespace-only messages — no meaningful query
+            # to process, and SendMessageRequest.message has no min_length guard.
+            if message_text.strip():
+                hook_result = execute_hook(
+                    db_session=db_session,
+                    hook_point=HookPoint.QUERY_PROCESSING,
+                    payload=QueryProcessingPayload(
+                        query=message_text,
+                        # Pass None for anonymous users or authenticated users without an email
+                        # (e.g. some SSO flows). QueryProcessingPayload.user_email is str | None,
+                        # so None is accepted and serialised as null in both cases.
+                        user_email=None if user.is_anonymous else user.email,
+                        chat_session_id=str(chat_session.id),
+                    ).model_dump(),
+                    response_type=QueryProcessingResponse,
+                )
+                message_text = _resolve_query_processing_hook_result(
+                    hook_result, message_text
+                )
+
             user_message = create_new_chat_message(
                 chat_session_id=chat_session.id,
                 parent_message=parent_message,
@@ -914,6 +975,17 @@ def handle_stream_message_objects(
                 state_container=state_container,
             )
 
+    except OnyxError as e:
+        if e.error_code is not OnyxErrorCode.QUERY_REJECTED:
+            log_onyx_error(e)
+        yield StreamingError(
+            error=e.detail,
+            error_code=e.error_code.code,
+            is_retryable=e.status_code >= 500,
+        )
+        db_session.rollback()
+        return
+
     except ValueError as e:
         logger.exception("Failed to process chat message.")
 

backend/onyx/configs/app_configs.py

@@ -332,6 +332,10 @@ OPENSEARCH_INDEX_NUM_REPLICAS: int | None = (
     if os.environ.get("OPENSEARCH_INDEX_NUM_REPLICAS", None) is not None
     else None
 )
+ONYX_SEARCH_UI_USES_OPENSEARCH_KEYWORD_SEARCH = (
+    os.environ.get("ONYX_SEARCH_UI_USES_OPENSEARCH_KEYWORD_SEARCH", "").lower()
+    == "true"
+)
 
 VESPA_HOST = os.environ.get("VESPA_HOST") or "localhost"
 # NOTE: this is used if and only if the vespa config server is accessible via a

backend/onyx/configs/chat_configs.py

@@ -24,11 +24,11 @@ CONTEXT_CHUNKS_BELOW = int(os.environ.get("CONTEXT_CHUNKS_BELOW") or 1)
 LLM_SOCKET_READ_TIMEOUT = int(
     os.environ.get("LLM_SOCKET_READ_TIMEOUT") or "60"
 )  # 60 seconds
-# Weighting factor between Vector and Keyword Search, 1 for completely vector search
+# Weighting factor between vector and keyword Search; 1 for completely vector
+# search, 0 for keyword. Enforces a valid range of [0, 1]. A supplied value from
+# the env outside of this range will be clipped to the respective end of the
+# range. Defaults to 0.5.
 HYBRID_ALPHA = max(0, min(1, float(os.environ.get("HYBRID_ALPHA") or 0.5)))
-HYBRID_ALPHA_KEYWORD = max(
-    0, min(1, float(os.environ.get("HYBRID_ALPHA_KEYWORD") or 0.4))
-)
 # Weighting factor between Title and Content of documents during search, 1 for completely
 # Title based. Default heavily favors Content because Title is also included at the top of
 # Content. This is to avoid cases where the Content is very relevant but it may not be clear

backend/onyx/configs/constants.py

@@ -12,6 +12,11 @@ SLACK_USER_TOKEN_PREFIX = "xoxp-"
 SLACK_BOT_TOKEN_PREFIX = "xoxb-"
 ONYX_EMAILABLE_LOGO_MAX_DIM = 512
 
+# The mask_string() function in encryption.py uses "•" (U+2022 BULLET) to mask secrets.
+MASK_CREDENTIAL_CHAR = "\u2022"
+# Pattern produced by mask_string for strings >= 14 chars: "abcd...wxyz" (exactly 11 chars)
+MASK_CREDENTIAL_LONG_RE = re.compile(r"^.{4}\.{3}.{4}$")
+
 SOURCE_TYPE = "source_type"
 # stored in the `metadata` of a chunk. Used to signify that this chunk should
 # not be used for QA. For example, Google Drive file types which can't be parsed

backend/onyx/connectors/canvas/client.py

@@ -0,0 +1,192 @@
+from __future__ import annotations
+
+import logging
+import re
+from typing import Any
+from urllib.parse import urlparse
+
+from onyx.connectors.cross_connector_utils.rate_limit_wrapper import (
+    rl_requests,
+)
+from onyx.error_handling.error_codes import OnyxErrorCode
+from onyx.error_handling.exceptions import OnyxError
+
+logger = logging.getLogger(__name__)
+
+# Requests timeout in seconds.
+_CANVAS_CALL_TIMEOUT: int = 30
+_CANVAS_API_VERSION: str = "/api/v1"
+# Matches the "next" URL in a Canvas Link header, e.g.:
+#   <https://canvas.example.com/api/v1/courses?page=2>; rel="next"
+# Captures the URL inside the angle brackets.
+_NEXT_LINK_PATTERN: re.Pattern[str] = re.compile(r'<([^>]+)>;\s*rel="next"')
+
+
+_STATUS_TO_ERROR_CODE: dict[int, OnyxErrorCode] = {
+    401: OnyxErrorCode.CREDENTIAL_EXPIRED,
+    403: OnyxErrorCode.INSUFFICIENT_PERMISSIONS,
+    404: OnyxErrorCode.BAD_GATEWAY,
+    429: OnyxErrorCode.RATE_LIMITED,
+}
+
+
+def _error_code_for_status(status_code: int) -> OnyxErrorCode:
+    """Map an HTTP status code to the appropriate OnyxErrorCode.
+
+    Expects a >= 400 status code. Known codes (401, 403, 404, 429) are
+    mapped to specific error codes; all other codes (unrecognised 4xx
+    and 5xx) map to BAD_GATEWAY as unexpected upstream errors.
+    """
+    if status_code in _STATUS_TO_ERROR_CODE:
+        return _STATUS_TO_ERROR_CODE[status_code]
+    return OnyxErrorCode.BAD_GATEWAY
+
+
+class CanvasApiClient:
+    def __init__(
+        self,
+        bearer_token: str,
+        canvas_base_url: str,
+    ) -> None:
+        parsed_base = urlparse(canvas_base_url)
+        if not parsed_base.hostname:
+            raise ValueError("canvas_base_url must include a valid host")
+        if parsed_base.scheme != "https":
+            raise ValueError("canvas_base_url must use https")
+
+        self._bearer_token = bearer_token
+        self.base_url = (
+            canvas_base_url.rstrip("/").removesuffix(_CANVAS_API_VERSION)
+            + _CANVAS_API_VERSION
+        )
+        # Hostname is already validated above; reuse parsed_base instead
+        # of re-parsing.  Used by _parse_next_link to validate pagination URLs.
+        self._expected_host: str = parsed_base.hostname
+
+    def get(
+        self,
+        endpoint: str = "",
+        params: dict[str, Any] | None = None,
+        full_url: str | None = None,
+    ) -> tuple[Any, str | None]:
+        """Make a GET request to the Canvas API.
+
+        Returns a tuple of (json_body, next_url).
+        next_url is parsed from the Link header and is None if there are no more pages.
+        If full_url is provided, it is used directly (for following pagination links).
+
+        Security note: full_url must only be set to values returned by
+        ``_parse_next_link``, which validates the host against the configured
+        Canvas base URL.  Passing an arbitrary URL would leak the bearer token.
+        """
+        # full_url is used when following pagination (Canvas returns the
+        # next-page URL in the Link header).  For the first request we build
+        # the URL from the endpoint name instead.
+        url = full_url if full_url else self._build_url(endpoint)
+        headers = self._build_headers()
+
+        response = rl_requests.get(
+            url,
+            headers=headers,
+            params=params if not full_url else None,
+            timeout=_CANVAS_CALL_TIMEOUT,
+        )
+
+        try:
+            response_json = response.json()
+        except ValueError as e:
+            if response.status_code < 300:
+                raise OnyxError(
+                    OnyxErrorCode.BAD_GATEWAY,
+                    detail=f"Invalid JSON in Canvas response: {e}",
+                )
+            logger.warning(
+                "Failed to parse JSON from Canvas error response (status=%d): %s",
+                response.status_code,
+                e,
+            )
+            response_json = {}
+
+        if response.status_code >= 400:
+            # Try to extract the most specific error message from the
+            # Canvas response body.  Canvas uses three different shapes
+            # depending on the endpoint and error type:
+            default_error: str = response.reason or f"HTTP {response.status_code}"
+            error = default_error
+            if isinstance(response_json, dict):
+                # Shape 1: {"error": {"message": "Not authorized"}}
+                error_field = response_json.get("error")
+                if isinstance(error_field, dict):
+                    response_error = error_field.get("message", "")
+                    if response_error:
+                        error = response_error
+                # Shape 2: {"error": "Invalid access token"}
+                elif isinstance(error_field, str):
+                    error = error_field
+                # Shape 3: {"errors": [{"message": "..."}]}
+                # Used for validation errors.  Only use as fallback if
+                # we didn't already find a more specific message above.
+                if error == default_error:
+                    errors_list = response_json.get("errors")
+                    if isinstance(errors_list, list) and errors_list:
+                        first_error = errors_list[0]
+                        if isinstance(first_error, dict):
+                            msg = first_error.get("message", "")
+                            if msg:
+                                error = msg
+            raise OnyxError(
+                _error_code_for_status(response.status_code),
+                detail=error,
+                status_code_override=response.status_code,
+            )
+
+        next_url = self._parse_next_link(response.headers.get("Link", ""))
+        return response_json, next_url
+
+    def _parse_next_link(self, link_header: str) -> str | None:
+        """Extract the 'next' URL from a Canvas Link header.
+
+        Only returns URLs whose host matches the configured Canvas base URL
+        to prevent leaking the bearer token to arbitrary hosts.
+        """
+        expected_host = self._expected_host
+        for match in _NEXT_LINK_PATTERN.finditer(link_header):
+            url = match.group(1)
+            parsed_url = urlparse(url)
+            if parsed_url.hostname != expected_host:
+                raise OnyxError(
+                    OnyxErrorCode.BAD_GATEWAY,
+                    detail=(
+                        "Canvas pagination returned an unexpected host "
+                        f"({parsed_url.hostname}); expected {expected_host}"
+                    ),
+                )
+            if parsed_url.scheme != "https":
+                raise OnyxError(
+                    OnyxErrorCode.BAD_GATEWAY,
+                    detail=(
+                        "Canvas pagination link must use https, "
+                        f"got {parsed_url.scheme!r}"
+                    ),
+                )
+            return url
+        return None
+
+    def _build_headers(self) -> dict[str, str]:
+        """Return the Authorization header with the bearer token."""
+        return {"Authorization": f"Bearer {self._bearer_token}"}
+
+    def _build_url(self, endpoint: str) -> str:
+        """Build a full Canvas API URL from an endpoint path.
+
+        Assumes endpoint is non-empty (e.g. ``"courses"``, ``"announcements"``).
+        Only called on a first request, endpoint must be set for first request.
+        Verify endpoint exists in case of future changes where endpoint might be optional.
+        Leading slashes are stripped to avoid double-slash in the result.
+        self.base_url is already normalized with no trailing slash.
+        """
+        final_url = self.base_url
+        clean_endpoint = endpoint.lstrip("/")
+        if clean_endpoint:
+            final_url += "/" + clean_endpoint
+        return final_url

backend/onyx/connectors/canvas/connector.py

@@ -0,0 +1,74 @@
+from typing import Literal
+from typing import TypeAlias
+
+from pydantic import BaseModel
+
+from onyx.connectors.models import ConnectorCheckpoint
+
+
+class CanvasCourse(BaseModel):
+    id: int
+    name: str
+    course_code: str
+    created_at: str
+    workflow_state: str
+
+
+class CanvasPage(BaseModel):
+    page_id: int
+    url: str
+    title: str
+    body: str | None = None
+    created_at: str
+    updated_at: str
+    course_id: int
+
+
+class CanvasAssignment(BaseModel):
+    id: int
+    name: str
+    description: str | None = None
+    html_url: str
+    course_id: int
+    created_at: str
+    updated_at: str
+    due_at: str | None = None
+
+
+class CanvasAnnouncement(BaseModel):
+    id: int
+    title: str
+    message: str | None = None
+    html_url: str
+    posted_at: str | None = None
+    course_id: int
+
+
+CanvasStage: TypeAlias = Literal["pages", "assignments", "announcements"]
+
+
+class CanvasConnectorCheckpoint(ConnectorCheckpoint):
+    """Checkpoint state for resumable Canvas indexing.
+
+    Fields:
+        course_ids: Materialized list of course IDs to process.
+        current_course_index: Index into course_ids for current course.
+        stage: Which item type we're processing for the current course.
+        next_url: Pagination cursor within the current stage. None means
+            start from the first page; a URL means resume from that page.
+
+    Invariant:
+        If current_course_index is incremented, stage must be reset to
+        "pages" and next_url must be reset to None.
+    """
+
+    course_ids: list[int] = []
+    current_course_index: int = 0
+    stage: CanvasStage = "pages"
+    next_url: str | None = None
+
+    def advance_course(self) -> None:
+        """Move to the next course and reset within-course state."""
+        self.current_course_index += 1
+        self.stage = "pages"
+        self.next_url = None

backend/onyx/connectors/confluence/onyx_confluence.py

@@ -123,7 +123,7 @@ class OnyxConfluence:
 
         self.shared_base_kwargs: dict[str, str | int | bool] = {
             "api_version": "cloud" if is_cloud else "latest",
-            "backoff_and_retry": True,
+            "backoff_and_retry": False,
             "cloud": is_cloud,
         }
         if timeout:
@@ -456,7 +456,7 @@ class OnyxConfluence:
                         return attr(*args, **kwargs)
 
                 except HTTPError as e:
-                    delay_until = _handle_http_error(e, attempt)
+                    delay_until = _handle_http_error(e, attempt, MAX_RETRIES)
                     logger.warning(
                         f"HTTPError in confluence call. Retrying in {delay_until} seconds..."
                     )

backend/onyx/connectors/confluence/utils.py

@@ -363,7 +363,7 @@ def handle_confluence_rate_limit(confluence_call: F) -> F:
                 # and applying our own retries in a more specific set of circumstances
                 return confluence_call(*args, **kwargs)
             except requests.HTTPError as e:
-                delay_until = _handle_http_error(e, attempt)
+                delay_until = _handle_http_error(e, attempt, MAX_RETRIES)
                 logger.warning(
                     f"HTTPError in confluence call. Retrying in {delay_until} seconds..."
                 )
@@ -384,7 +384,7 @@ def handle_confluence_rate_limit(confluence_call: F) -> F:
     return cast(F, wrapped_call)
 
 
-def _handle_http_error(e: requests.HTTPError, attempt: int) -> int:
+def _handle_http_error(e: requests.HTTPError, attempt: int, max_retries: int) -> int:
     MIN_DELAY = 2
     MAX_DELAY = 60
     STARTING_DELAY = 5
@@ -408,6 +408,17 @@ def _handle_http_error(e: requests.HTTPError, attempt: int) -> int:
 
         raise e
 
+    if e.response.status_code >= 500:
+        if attempt >= max_retries - 1:
+            raise e
+
+        delay = min(STARTING_DELAY * (BACKOFF**attempt), MAX_DELAY)
+        logger.warning(
+            f"Server error {e.response.status_code}. "
+            f"Retrying in {delay} seconds (attempt {attempt + 1})..."
+        )
+        return math.ceil(time.monotonic() + delay)
+
     if (
         e.response.status_code != 429
         and RATE_LIMIT_MESSAGE_LOWERCASE not in e.response.text.lower()

backend/onyx/connectors/jira/connector.py

@@ -10,6 +10,7 @@ from datetime import timedelta
 from datetime import timezone
 from typing import Any
 
+import requests
 from jira import JIRA
 from jira.exceptions import JIRAError
 from jira.resources import Issue
@@ -239,29 +240,53 @@ def enhanced_search_ids(
     )
 
 
-def bulk_fetch_issues(
-    jira_client: JIRA, issue_ids: list[str], fields: str | None = None
-) -> list[Issue]:
-    # TODO: move away from this jira library if they continue to not support
-    # the endpoints we need. Using private fields is not ideal, but
-    # is likely fine for now since we pin the library version
+def _bulk_fetch_request(
+    jira_client: JIRA, issue_ids: list[str], fields: str | None
+) -> list[dict[str, Any]]:
+    """Raw POST to the bulkfetch endpoint. Returns the list of raw issue dicts."""
     bulk_fetch_path = jira_client._get_url("issue/bulkfetch")
-
     # Prepare the payload according to Jira API v3 specification
     payload: dict[str, Any] = {"issueIdsOrKeys": issue_ids}
-
     # Only restrict fields if specified, might want to explicitly do this in the future
     # to avoid reading unnecessary data
     payload["fields"] = fields.split(",") if fields else ["*all"]
 
+    resp = jira_client._session.post(bulk_fetch_path, json=payload)
+    return resp.json()["issues"]
+
+
+def bulk_fetch_issues(
+    jira_client: JIRA, issue_ids: list[str], fields: str | None = None
+) -> list[Issue]:
+    # TODO(evan): move away from this jira library if they continue to not support
+    # the endpoints we need. Using private fields is not ideal, but
+    # is likely fine for now since we pin the library version
+
     try:
-        response = jira_client._session.post(bulk_fetch_path, json=payload).json()
+        raw_issues = _bulk_fetch_request(jira_client, issue_ids, fields)
+    except requests.exceptions.JSONDecodeError:
+        if len(issue_ids) <= 1:
+            logger.exception(
+                f"Jira bulk-fetch response for issue(s) {issue_ids} could not "
+                f"be decoded as JSON (response too large or truncated)."
+            )
+            raise
+
+        mid = len(issue_ids) // 2
+        logger.warning(
+            f"Jira bulk-fetch JSON decode failed for batch of {len(issue_ids)} issues. "
+            f"Splitting into sub-batches of {mid} and {len(issue_ids) - mid}."
+        )
+        left = bulk_fetch_issues(jira_client, issue_ids[:mid], fields)
+        right = bulk_fetch_issues(jira_client, issue_ids[mid:], fields)
+        return left + right
     except Exception as e:
         logger.error(f"Error fetching issues: {e}")
-        raise e
+        raise
+
     return [
         Issue(jira_client._options, jira_client._session, raw=issue)
-        for issue in response["issues"]
+        for issue in raw_issues
     ]
 
 

backend/onyx/connectors/notion/connector.py

@@ -53,7 +53,7 @@ class NotionPage(BaseModel):
     id: str
     created_time: str
     last_edited_time: str
-    archived: bool
+    in_trash: bool
     properties: dict[str, Any]
     url: str
 
@@ -63,6 +63,13 @@ class NotionPage(BaseModel):
     )
 
 
+class NotionDataSource(BaseModel):
+    """Represents a Notion Data Source within a database."""
+
+    id: str
+    name: str = ""
+
+
 class NotionBlock(BaseModel):
     """Represents a Notion Block object"""
 
@@ -107,7 +114,7 @@ class NotionConnector(LoadConnector, PollConnector):
         self.batch_size = batch_size
         self.headers = {
             "Content-Type": "application/json",
-            "Notion-Version": "2022-06-28",
+            "Notion-Version": "2026-03-11",
         }
         self.indexed_pages: set[str] = set()
         self.root_page_id = root_page_id
@@ -127,6 +134,9 @@ class NotionConnector(LoadConnector, PollConnector):
         # Maps child page IDs to their containing page ID (discovered in _read_blocks).
         # Used to resolve block_id parent types to the actual containing page.
         self._child_page_parent_map: dict[str, str] = {}
+        # Maps data_source_id -> database_id (populated in _read_pages_from_database).
+        # Used to resolve data_source_id parent types back to the database.
+        self._data_source_to_database_map: dict[str, str] = {}
 
     @classmethod
     @override
@@ -227,7 +237,11 @@ class NotionConnector(LoadConnector, PollConnector):
 
     @retry(tries=3, delay=1, backoff=2)
     def _fetch_database_as_page(self, database_id: str) -> NotionPage:
-        """Attempt to fetch a database as a page."""
+        """Attempt to fetch a database as a page.
+
+        Note: As of API 2025-09-03, database objects no longer include
+        `properties` (schema moved to individual data sources).
+        """
         logger.debug(f"Fetching database for ID '{database_id}' as a page")
         database_url = f"https://api.notion.com/v1/databases/{database_id}"
         res = rl_requests.get(
@@ -246,18 +260,52 @@ class NotionConnector(LoadConnector, PollConnector):
             database_name[0].get("text", {}).get("content") if database_name else None
         )
 
+        db_data.setdefault("properties", {})
+
         return NotionPage(**db_data, database_name=database_name)
 
     @retry(tries=3, delay=1, backoff=2)
-    def _fetch_database(
-        self, database_id: str, cursor: str | None = None
+    def _fetch_data_sources_for_database(
+        self, database_id: str
+    ) -> list[NotionDataSource]:
+        """Fetch the list of data sources for a database."""
+        logger.debug(f"Fetching data sources for database '{database_id}'")
+        res = rl_requests.get(
+            f"https://api.notion.com/v1/databases/{database_id}",
+            headers=self.headers,
+            timeout=_NOTION_CALL_TIMEOUT,
+        )
+        try:
+            res.raise_for_status()
+        except Exception as e:
+            if res.status_code in (403, 404):
+                logger.error(
+                    f"Unable to access database with ID '{database_id}'. "
+                    f"This is likely due to the database not being shared "
+                    f"with the Onyx integration. Exact exception:\n{e}"
+                )
+                return []
+            logger.exception(f"Error fetching database - {res.json()}")
+            raise e
+
+        db_data = res.json()
+        data_sources = db_data.get("data_sources", [])
+        return [
+            NotionDataSource(id=ds["id"], name=ds.get("name", ""))
+            for ds in data_sources
+            if ds.get("id")
+        ]
+
+    @retry(tries=3, delay=1, backoff=2)
+    def _fetch_data_source(
+        self, data_source_id: str, cursor: str | None = None
     ) -> dict[str, Any]:
-        """Fetch a database from it's ID via the Notion API."""
-        logger.debug(f"Fetching database for ID '{database_id}'")
-        block_url = f"https://api.notion.com/v1/databases/{database_id}/query"
+        """Query a data source via POST /v1/data_sources/{id}/query."""
+        logger.debug(f"Querying data source '{data_source_id}'")
+        url = f"https://api.notion.com/v1/data_sources/{data_source_id}/query"
         body = None if not cursor else {"start_cursor": cursor}
         res = rl_requests.post(
-            block_url,
+            url,
             headers=self.headers,
             json=body,
             timeout=_NOTION_CALL_TIMEOUT,
@@ -265,25 +313,14 @@ class NotionConnector(LoadConnector, PollConnector):
         try:
             res.raise_for_status()
         except Exception as e:
-            json_data = res.json()
-            code = json_data.get("code")
-            # Sep 3 2025 backend changed the error message for this case
-            # TODO: it is also now possible for there to be multiple data sources per database; at present we
-            # just don't handle that. We will need to upgrade the API to the current version + query the
-            # new data sources endpoint to handle that case correctly.
-            if code == "object_not_found" or (
-                code == "validation_error"
-                and "does not contain any data sources" in json_data.get("message", "")
-            ):
-                # this happens when a database is not shared with the integration
-                # in this case, we should just ignore the database
+            if res.status_code in (403, 404):
                 logger.error(
-                    f"Unable to access database with ID '{database_id}'. "
-                    f"This is likely due to the database not being shared "
+                    f"Unable to access data source with ID '{data_source_id}'. "
+                    f"This is likely due to it not being shared "
                     f"with the Onyx integration. Exact exception:\n{e}"
                 )
                 return {"results": [], "next_cursor": None}
-            logger.exception(f"Error fetching database - {res.json()}")
+            logger.exception(f"Error querying data source - {res.json()}")
             raise e
         return res.json()
 
@@ -348,8 +385,9 @@ class NotionConnector(LoadConnector, PollConnector):
             # Fallback to workspace if we don't know the parent
             return self.workspace_id
         elif parent_type == "data_source_id":
-            # Newer Notion API may use data_source_id for databases
-            return parent.get("database_id") or parent.get("data_source_id")
+            ds_id = parent.get("data_source_id")
+            if ds_id:
+                return self._data_source_to_database_map.get(ds_id, self.workspace_id)
         elif parent_type in ["page_id", "database_id"]:
             return parent.get(parent_type)
 
@@ -497,18 +535,32 @@ class NotionConnector(LoadConnector, PollConnector):
         if db_node:
             hierarchy_nodes.append(db_node)
 
-        cursor = None
-        while True:
-            data = self._fetch_database(database_id, cursor)
+        # Discover all data sources under this database, then query each one.
+        # Even legacy single-source databases have one entry in the array.
+        data_sources = self._fetch_data_sources_for_database(database_id)
+        if not data_sources:
+            logger.warning(
+                f"Database '{database_id}' returned zero data sources — "
+                f"no pages will be indexed from this database."
+            )
+        for ds in data_sources:
+            self._data_source_to_database_map[ds.id] = database_id
+            cursor = None
+            while True:
+                data = self._fetch_data_source(ds.id, cursor)
 
-            for result in data["results"]:
-                obj_id = result["id"]
-                obj_type = result["object"]
-                text = self._properties_to_str(result.get("properties", {}))
-                if text:
-                    result_blocks.append(NotionBlock(id=obj_id, text=text, prefix="\n"))
+                for result in data["results"]:
+                    obj_id = result["id"]
+                    obj_type = result["object"]
+                    text = self._properties_to_str(result.get("properties", {}))
+                    if text:
+                        result_blocks.append(
+                            NotionBlock(id=obj_id, text=text, prefix="\n")
+                        )
+
+                    if not self.recursive_index_enabled:
+                        continue
 
-                if self.recursive_index_enabled:
                     if obj_type == "page":
                         logger.debug(
                             f"Found page with ID '{obj_id}' in database '{database_id}'"
@@ -518,7 +570,6 @@ class NotionConnector(LoadConnector, PollConnector):
                         logger.debug(
                             f"Found database with ID '{obj_id}' in database '{database_id}'"
                         )
-                        # Get nested database name from properties if available
                         nested_db_title = result.get("title", [])
                         nested_db_name = None
                         if nested_db_title and len(nested_db_title) > 0:
@@ -533,10 +584,10 @@ class NotionConnector(LoadConnector, PollConnector):
                         result_pages.extend(nested_output.child_page_ids)
                         hierarchy_nodes.extend(nested_output.hierarchy_nodes)
 
-            if data["next_cursor"] is None:
-                break
+                if data["next_cursor"] is None:
+                    break
 
-            cursor = data["next_cursor"]
+                cursor = data["next_cursor"]
 
         return BlockReadOutput(
             blocks=result_blocks,
@@ -807,36 +858,55 @@ class NotionConnector(LoadConnector, PollConnector):
     def _yield_database_hierarchy_nodes(
         self,
     ) -> Generator[HierarchyNode | Document, None, None]:
-        """Search for all databases and yield hierarchy nodes for each.
+        """Search for all data sources and yield hierarchy nodes for their parent databases.
 
         This must be called BEFORE page indexing so that database hierarchy nodes
         exist when pages inside databases reference them as parents.
+
+        With the new API, search returns data source objects instead of databases.
+        Multiple data sources can share the same parent database, so we use
+        database_id as the hierarchy node key and deduplicate via
+        _maybe_yield_hierarchy_node.
         """
         query_dict: dict[str, Any] = {
-            "filter": {"property": "object", "value": "database"},
+            "filter": {"property": "object", "value": "data_source"},
             "page_size": _NOTION_PAGE_SIZE,
         }
         pages_seen = 0
         while pages_seen < _MAX_PAGES:
             db_res = self._search_notion(query_dict)
-            for db in db_res.results:
-                db_id = db["id"]
-                # Extract title from the title array
-                title_arr = db.get("title", [])
-                db_name = None
-                if title_arr:
-                    db_name = " ".join(
-                        t.get("plain_text", "") for t in title_arr
-                    ).strip()
-                if not db_name:
+            for ds in db_res.results:
+                # Extract the parent database_id from the data source's parent
+                ds_parent = ds.get("parent", {})
+                db_id = ds_parent.get("database_id")
+                if not db_id:
+                    continue
+
+                # Populate the mapping so _get_parent_raw_id can resolve later
+                ds_id = ds.get("id")
+                if not ds_id:
+                    continue
+                self._data_source_to_database_map[ds_id] = db_id
+
+                # Fetch the database to get its actual name and parent
+                try:
+                    db_page = self._fetch_database_as_page(db_id)
+                    db_name = db_page.database_name or f"Database {db_id}"
+                    parent_raw_id = self._get_parent_raw_id(db_page.parent)
+                    db_url = (
+                        db_page.url or f"https://notion.so/{db_id.replace('-', '')}"
+                    )
+                except requests.exceptions.RequestException as e:
+                    logger.warning(
+                        f"Could not fetch database '{db_id}', "
+                        f"defaulting to workspace root. Error: {e}"
+                    )
                     db_name = f"Database {db_id}"
+                    parent_raw_id = self.workspace_id
+                    db_url = f"https://notion.so/{db_id.replace('-', '')}"
 
-                # Get parent using existing helper
-                parent_raw_id = self._get_parent_raw_id(db.get("parent"))
-
-                # Notion URLs omit dashes from UUIDs
-                db_url = db.get("url") or f"https://notion.so/{db_id.replace('-', '')}"
-
+                # _maybe_yield_hierarchy_node deduplicates by raw_node_id,
+                # so multiple data sources under one database produce one node.
                 node = self._maybe_yield_hierarchy_node(
                     raw_node_id=db_id,
                     raw_parent_id=parent_raw_id or self.workspace_id,

backend/onyx/connectors/sharepoint/connector.py

@@ -1,5 +1,6 @@
 import base64
 import copy
+import fnmatch
 import html
 import io
 import os
@@ -84,6 +85,44 @@ SHARED_DOCUMENTS_MAP_REVERSE = {v: k for k, v in SHARED_DOCUMENTS_MAP.items()}
 
 ASPX_EXTENSION = ".aspx"
 
+
+def _is_site_excluded(site_url: str, excluded_site_patterns: list[str]) -> bool:
+    """Check if a site URL matches any of the exclusion glob patterns."""
+    for pattern in excluded_site_patterns:
+        if fnmatch.fnmatch(site_url, pattern) or fnmatch.fnmatch(
+            site_url.rstrip("/"), pattern.rstrip("/")
+        ):
+            return True
+    return False
+
+
+def _is_path_excluded(item_path: str, excluded_path_patterns: list[str]) -> bool:
+    """Check if a drive item path matches any of the exclusion glob patterns.
+
+    item_path is the relative path within a drive, e.g. "Engineering/API/report.docx".
+    Matches are attempted against the full path and the filename alone so that
+    patterns like "*.tmp" match files at any depth.
+    """
+    filename = item_path.rsplit("/", 1)[-1] if "/" in item_path else item_path
+    for pattern in excluded_path_patterns:
+        if fnmatch.fnmatch(item_path, pattern) or fnmatch.fnmatch(filename, pattern):
+            return True
+    return False
+
+
+def _build_item_relative_path(parent_reference_path: str | None, item_name: str) -> str:
+    """Build the relative path of a drive item from its parentReference.path and name.
+
+    Example: parentReference.path="/drives/abc/root:/Eng/API", name="report.docx"
+    => "Eng/API/report.docx"
+    """
+    if parent_reference_path and "root:/" in parent_reference_path:
+        folder = unquote(parent_reference_path.split("root:/", 1)[1])
+        if folder:
+            return f"{folder}/{item_name}"
+    return item_name
+
+
 DEFAULT_AUTHORITY_HOST = "https://login.microsoftonline.com"
 DEFAULT_GRAPH_API_HOST = "https://graph.microsoft.com"
 DEFAULT_SHAREPOINT_DOMAIN_SUFFIX = "sharepoint.com"
@@ -478,6 +517,7 @@ def _convert_driveitem_to_document_with_permissions(
     include_permissions: bool = False,
     parent_hierarchy_raw_node_id: str | None = None,
     access_token: str | None = None,
+    treat_sharing_link_as_public: bool = False,
 ) -> Document | ConnectorFailure | None:
 
     if not driveitem.name or not driveitem.id:
@@ -610,6 +650,7 @@ def _convert_driveitem_to_document_with_permissions(
             drive_item=sdk_item,
             drive_name=drive_name,
             add_prefix=True,
+            treat_sharing_link_as_public=treat_sharing_link_as_public,
         )
     else:
         external_access = ExternalAccess.empty()
@@ -644,6 +685,7 @@ def _convert_sitepage_to_document(
     graph_client: GraphClient,
     include_permissions: bool = False,
     parent_hierarchy_raw_node_id: str | None = None,
+    treat_sharing_link_as_public: bool = False,
 ) -> Document:
     """Convert a SharePoint site page to a Document object."""
     # Extract text content from the site page
@@ -773,6 +815,7 @@ def _convert_sitepage_to_document(
             graph_client=graph_client,
             site_page=site_page,
             add_prefix=True,
+            treat_sharing_link_as_public=treat_sharing_link_as_public,
         )
     else:
         external_access = ExternalAccess.empty()
@@ -803,6 +846,7 @@ def _convert_driveitem_to_slim_document(
     ctx: ClientContext,
     graph_client: GraphClient,
     parent_hierarchy_raw_node_id: str | None = None,
+    treat_sharing_link_as_public: bool = False,
 ) -> SlimDocument:
     if driveitem.id is None:
         raise ValueError("DriveItem ID is required")
@@ -813,6 +857,7 @@ def _convert_driveitem_to_slim_document(
         graph_client=graph_client,
         drive_item=sdk_item,
         drive_name=drive_name,
+        treat_sharing_link_as_public=treat_sharing_link_as_public,
     )
 
     return SlimDocument(
@@ -827,6 +872,7 @@ def _convert_sitepage_to_slim_document(
     ctx: ClientContext | None,
     graph_client: GraphClient,
     parent_hierarchy_raw_node_id: str | None = None,
+    treat_sharing_link_as_public: bool = False,
 ) -> SlimDocument:
     """Convert a SharePoint site page to a SlimDocument object."""
     if site_page.get("id") is None:
@@ -836,6 +882,7 @@ def _convert_sitepage_to_slim_document(
         ctx=ctx,
         graph_client=graph_client,
         site_page=site_page,
+        treat_sharing_link_as_public=treat_sharing_link_as_public,
     )
     id = site_page.get("id")
     if id is None:
@@ -855,14 +902,20 @@ class SharepointConnector(
         self,
         batch_size: int = INDEX_BATCH_SIZE,
         sites: list[str] = [],
+        excluded_sites: list[str] = [],
+        excluded_paths: list[str] = [],
         include_site_pages: bool = True,
         include_site_documents: bool = True,
+        treat_sharing_link_as_public: bool = False,
         authority_host: str = DEFAULT_AUTHORITY_HOST,
         graph_api_host: str = DEFAULT_GRAPH_API_HOST,
         sharepoint_domain_suffix: str = DEFAULT_SHAREPOINT_DOMAIN_SUFFIX,
     ) -> None:
         self.batch_size = batch_size
         self.sites = list(sites)
+        self.excluded_sites = [s for p in excluded_sites if (s := p.strip())]
+        self.excluded_paths = [s for p in excluded_paths if (s := p.strip())]
+        self.treat_sharing_link_as_public = treat_sharing_link_as_public
         self.site_descriptors: list[SiteDescriptor] = self._extract_site_and_drive_info(
             sites
         )
@@ -1233,6 +1286,29 @@ class SharepointConnector(
                 break
             sites = sites._get_next().execute_query()
 
+    def _is_driveitem_excluded(self, driveitem: DriveItemData) -> bool:
+        """Check if a drive item should be excluded based on excluded_paths patterns."""
+        if not self.excluded_paths:
+            return False
+        relative_path = _build_item_relative_path(
+            driveitem.parent_reference_path, driveitem.name
+        )
+        return _is_path_excluded(relative_path, self.excluded_paths)
+
+    def _filter_excluded_sites(
+        self, site_descriptors: list[SiteDescriptor]
+    ) -> list[SiteDescriptor]:
+        """Remove sites matching any excluded_sites glob pattern."""
+        if not self.excluded_sites:
+            return site_descriptors
+        result = []
+        for sd in site_descriptors:
+            if _is_site_excluded(sd.url, self.excluded_sites):
+                logger.info(f"Excluding site by denylist: {sd.url}")
+                continue
+            result.append(sd)
+        return result
+
     def fetch_sites(self) -> list[SiteDescriptor]:
         sites = self.graph_client.sites.get_all_sites().execute_query()
 
@@ -1249,7 +1325,7 @@ class SharepointConnector(
             for site in self._handle_paginated_sites(sites)
             if "-my.sharepoint" not in site.web_url
         ]
-        return site_descriptors
+        return self._filter_excluded_sites(site_descriptors)
 
     def _fetch_site_pages(
         self,
@@ -1690,7 +1766,9 @@ class SharepointConnector(
         checkpoint.seen_document_ids.clear()
 
     def _fetch_slim_documents_from_sharepoint(self) -> GenerateSlimDocumentOutput:
-        site_descriptors = self.site_descriptors or self.fetch_sites()
+        site_descriptors = self._filter_excluded_sites(
+            self.site_descriptors or self.fetch_sites()
+        )
 
         # Create a temporary checkpoint for hierarchy node tracking
         temp_checkpoint = SharepointConnectorCheckpoint(has_more=True)
@@ -1710,6 +1788,10 @@ class SharepointConnector(
                 for driveitem, drive_name, drive_web_url in self._fetch_driveitems(
                     site_descriptor=site_descriptor
                 ):
+                    if self._is_driveitem_excluded(driveitem):
+                        logger.debug(f"Excluding by path denylist: {driveitem.web_url}")
+                        continue
+
                     if drive_web_url:
                         doc_batch.extend(
                             self._yield_drive_hierarchy_node(
@@ -1747,6 +1829,7 @@ class SharepointConnector(
                                 ctx,
                                 self.graph_client,
                                 parent_hierarchy_raw_node_id=parent_hierarchy_url,
+                                treat_sharing_link_as_public=self.treat_sharing_link_as_public,
                             )
                         )
                     except Exception as e:
@@ -1770,6 +1853,7 @@ class SharepointConnector(
                             ctx,
                             self.graph_client,
                             parent_hierarchy_raw_node_id=site_descriptor.url,
+                            treat_sharing_link_as_public=self.treat_sharing_link_as_public,
                         )
                     )
                     if len(doc_batch) >= SLIM_BATCH_SIZE:
@@ -2043,7 +2127,9 @@ class SharepointConnector(
             and not checkpoint.process_site_pages
         ):
             logger.info("Initializing SharePoint sites for processing")
-            site_descs = self.site_descriptors or self.fetch_sites()
+            site_descs = self._filter_excluded_sites(
+                self.site_descriptors or self.fetch_sites()
+            )
             checkpoint.cached_site_descriptors = deque(site_descs)
 
             if not checkpoint.cached_site_descriptors:
@@ -2264,6 +2350,10 @@ class SharepointConnector(
             for driveitem in driveitems:
                 item_count += 1
 
+                if self._is_driveitem_excluded(driveitem):
+                    logger.debug(f"Excluding by path denylist: {driveitem.web_url}")
+                    continue
+
                 if driveitem.id and driveitem.id in checkpoint.seen_document_ids:
                     logger.debug(
                         f"Skipping duplicate document {driveitem.id} ({driveitem.name})"
@@ -2318,6 +2408,7 @@ class SharepointConnector(
                         parent_hierarchy_raw_node_id=parent_hierarchy_url,
                         graph_api_base=self.graph_api_base,
                         access_token=access_token,
+                        treat_sharing_link_as_public=self.treat_sharing_link_as_public,
                     )
 
                     if isinstance(doc_or_failure, Document):
@@ -2398,6 +2489,7 @@ class SharepointConnector(
                         include_permissions=include_permissions,
                         # Site pages have the site as their parent
                         parent_hierarchy_raw_node_id=site_descriptor.url,
+                        treat_sharing_link_as_public=self.treat_sharing_link_as_public,
                     )
                 )
             logger.info(

backend/onyx/connectors/sharepoint/connector_utils.py

@@ -17,6 +17,7 @@ def get_sharepoint_external_access(
     drive_name: str | None = None,
     site_page: dict[str, Any] | None = None,
     add_prefix: bool = False,
+    treat_sharing_link_as_public: bool = False,
 ) -> ExternalAccess:
     if drive_item and drive_item.id is None:
         raise ValueError("DriveItem ID is required")
@@ -34,7 +35,13 @@ def get_sharepoint_external_access(
     )
 
     external_access = get_external_access_func(
-        ctx, graph_client, drive_name, drive_item, site_page, add_prefix
+        ctx,
+        graph_client,
+        drive_name,
+        drive_item,
+        site_page,
+        add_prefix,
+        treat_sharing_link_as_public,
     )
 
     return external_access

backend/onyx/context/search/models.py

@@ -401,3 +401,16 @@ class SavedSearchDocWithContent(SavedSearchDoc):
     section in addition to the match_highlights."""
 
     content: str
+
+
+class PersonaSearchInfo(BaseModel):
+    """Snapshot of persona data needed by the search pipeline.
+
+    Extracted from the ORM Persona before the DB session is released so that
+    SearchTool and search_pipeline never lazy-load relationships post-commit.
+    """
+
+    document_set_names: list[str]
+    search_start_date: datetime | None
+    attached_document_ids: list[str]
+    hierarchy_node_ids: list[int]

backend/onyx/context/search/pipeline.py

@@ -9,12 +9,12 @@ from onyx.context.search.models import ChunkSearchRequest
 from onyx.context.search.models import IndexFilters
 from onyx.context.search.models import InferenceChunk
 from onyx.context.search.models import InferenceSection
+from onyx.context.search.models import PersonaSearchInfo
 from onyx.context.search.preprocessing.access_filters import (
     build_access_filters_for_user,
 )
 from onyx.context.search.retrieval.search_runner import search_chunks
 from onyx.context.search.utils import inference_section_from_chunks
-from onyx.db.models import Persona
 from onyx.db.models import User
 from onyx.document_index.interfaces import DocumentIndex
 from onyx.federated_connectors.federated_retrieval import FederatedRetrievalInfo
@@ -247,8 +247,8 @@ def search_pipeline(
     document_index: DocumentIndex,
     # Used for ACLs and federated search, anonymous users only see public docs
     user: User,
-    # Used for default filters and settings
-    persona: Persona | None,
+    # Pre-extracted persona search configuration (None when no persona)
+    persona_search_info: PersonaSearchInfo | None,
     db_session: Session | None = None,
     auto_detect_filters: bool = False,
     llm: LLM | None = None,
@@ -263,24 +263,18 @@ def search_pipeline(
     prefetched_federated_retrieval_infos: list[FederatedRetrievalInfo] | None = None,
 ) -> list[InferenceChunk]:
     persona_document_sets: list[str] | None = (
-        [persona_document_set.name for persona_document_set in persona.document_sets]
-        if persona
-        else None
+        persona_search_info.document_set_names if persona_search_info else None
     )
     persona_time_cutoff: datetime | None = (
-        persona.search_start_date if persona else None
+        persona_search_info.search_start_date if persona_search_info else None
     )
-
-    # Extract assistant knowledge filters from persona
     attached_document_ids: list[str] | None = (
-        [doc.id for doc in persona.attached_documents]
-        if persona and persona.attached_documents
+        persona_search_info.attached_document_ids or None
+        if persona_search_info
         else None
     )
     hierarchy_node_ids: list[int] | None = (
-        [node.id for node in persona.hierarchy_nodes]
-        if persona and persona.hierarchy_nodes
-        else None
+        persona_search_info.hierarchy_node_ids or None if persona_search_info else None
     )
 
     filters = _build_index_filters(

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

@@ -14,6 +14,10 @@ from onyx.context.search.utils import get_query_embedding
 from onyx.context.search.utils import inference_section_from_chunks
 from onyx.document_index.interfaces import DocumentIndex
 from onyx.document_index.interfaces import VespaChunkRequest
+from onyx.document_index.interfaces_new import DocumentIndex as NewDocumentIndex
+from onyx.document_index.opensearch.opensearch_document_index import (
+    OpenSearchOldDocumentIndex,
+)
 from onyx.federated_connectors.federated_retrieval import FederatedRetrievalInfo
 from onyx.federated_connectors.federated_retrieval import (
     get_federated_retrieval_functions,
@@ -49,7 +53,7 @@ def combine_retrieval_results(
     return sorted_chunks
 
 
-def _embed_and_search(
+def _embed_and_hybrid_search(
     query_request: ChunkIndexRequest,
     document_index: DocumentIndex,
     db_session: Session | None = None,
@@ -81,6 +85,17 @@ def _embed_and_search(
     return top_chunks
 
 
+def _keyword_search(
+    query_request: ChunkIndexRequest,
+    document_index: NewDocumentIndex,
+) -> list[InferenceChunk]:
+    return document_index.keyword_retrieval(
+        query=query_request.query,
+        filters=query_request.filters,
+        num_to_retrieve=query_request.limit or NUM_RETURNED_HITS,
+    )
+
+
 def search_chunks(
     query_request: ChunkIndexRequest,
     user_id: UUID | None,
@@ -128,21 +143,38 @@ def search_chunks(
     )
 
     if normal_search_enabled:
-        run_queries.append(
-            (
-                _embed_and_search,
-                (query_request, document_index, db_session, embedding_model),
+        if (
+            query_request.hybrid_alpha is not None
+            and query_request.hybrid_alpha == 0.0
+            and isinstance(document_index, OpenSearchOldDocumentIndex)
+        ):
+            # If hybrid alpha is explicitly set to keyword only, do pure keyword
+            # search without generating an embedding. This is currently only
+            # supported with OpenSearchDocumentIndex.
+            opensearch_new_document_index: NewDocumentIndex = document_index._real_index
+            run_queries.append(
+                (
+                    lambda: _keyword_search(
+                        query_request, opensearch_new_document_index
+                    ),
+                    (),
+                )
+            )
+        else:
+            run_queries.append(
+                (
+                    _embed_and_hybrid_search,
+                    (query_request, document_index, db_session, embedding_model),
+                )
             )
-        )
 
     parallel_search_results = run_functions_tuples_in_parallel(run_queries)
     top_chunks = combine_retrieval_results(parallel_search_results)
 
     if not top_chunks:
         logger.debug(
-            f"Hybrid search returned no results for query: {query_request.query}with filters: {query_request.filters}"
+            f"Search returned no results for query: {query_request.query} with filters: {query_request.filters}."
         )
-        return []
 
     return top_chunks
 

backend/onyx/db/api_key.py

@@ -4,7 +4,6 @@ from fastapi_users.password import PasswordHelper
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy.orm import joinedload
-from sqlalchemy.orm import selectinload
 from sqlalchemy.orm import Session
 
 from onyx.auth.api_key import ApiKeyDescriptor
@@ -55,7 +54,6 @@ async def fetch_user_for_api_key(
         select(User)
         .join(ApiKey, ApiKey.user_id == User.id)
         .where(ApiKey.hashed_api_key == hashed_api_key)
-        .options(selectinload(User.memories))
     )
 
 

backend/onyx/db/auth.py

@@ -13,7 +13,6 @@ from sqlalchemy import func
 from sqlalchemy import Select
 from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy.future import select
-from sqlalchemy.orm import selectinload
 from sqlalchemy.orm import Session
 
 from onyx.auth.schemas import UserRole
@@ -98,11 +97,6 @@ async def get_user_count(only_admin_users: bool = False) -> int:
 
 # Need to override this because FastAPI Users doesn't give flexibility for backend field creation logic in OAuth flow
 class SQLAlchemyUserAdminDB(SQLAlchemyUserDatabase[UP, ID]):
-    async def _get_user(self, statement: Select) -> UP | None:
-        statement = statement.options(selectinload(User.memories))
-        results = await self.session.execute(statement)
-        return results.unique().scalar_one_or_none()
-
     async def create(
         self,
         create_dict: Dict[str, Any],

backend/onyx/db/chat.py

@@ -8,7 +8,6 @@ from uuid import UUID
 from fastapi import HTTPException
 from sqlalchemy import delete
 from sqlalchemy import desc
-from sqlalchemy import exists
 from sqlalchemy import func
 from sqlalchemy import nullsfirst
 from sqlalchemy import or_
@@ -16,6 +15,7 @@ from sqlalchemy import Row
 from sqlalchemy import select
 from sqlalchemy import update
 from sqlalchemy.exc import MultipleResultsFound
+from sqlalchemy.orm import joinedload
 from sqlalchemy.orm import selectinload
 from sqlalchemy.orm import Session
 
@@ -28,6 +28,7 @@ from onyx.db.models import ChatMessage
 from onyx.db.models import ChatMessage__SearchDoc
 from onyx.db.models import ChatSession
 from onyx.db.models import ChatSessionSharedStatus
+from onyx.db.models import Persona
 from onyx.db.models import SearchDoc as DBSearchDoc
 from onyx.db.models import ToolCall
 from onyx.db.models import User
@@ -53,9 +54,22 @@ def get_chat_session_by_id(
     db_session: Session,
     include_deleted: bool = False,
     is_shared: bool = False,
+    eager_load_persona: bool = False,
 ) -> ChatSession:
     stmt = select(ChatSession).where(ChatSession.id == chat_session_id)
 
+    if eager_load_persona:
+        stmt = stmt.options(
+            joinedload(ChatSession.persona).options(
+                selectinload(Persona.tools),
+                selectinload(Persona.user_files),
+                selectinload(Persona.document_sets),
+                selectinload(Persona.attached_documents),
+                selectinload(Persona.hierarchy_nodes),
+            ),
+            joinedload(ChatSession.project),
+        )
+
     if is_shared:
         stmt = stmt.where(ChatSession.shared_status == ChatSessionSharedStatus.PUBLIC)
     else:
@@ -117,32 +131,47 @@ def get_chat_sessions_by_user(
     if before is not None:
         stmt = stmt.where(ChatSession.time_updated < before)
 
-    if limit:
-        stmt = stmt.limit(limit)
-
     if project_id is not None:
         stmt = stmt.where(ChatSession.project_id == project_id)
     elif only_non_project_chats:
         stmt = stmt.where(ChatSession.project_id.is_(None))
 
-    if not include_failed_chats:
-        non_system_message_exists_subq = (
-            exists()
-            .where(ChatMessage.chat_session_id == ChatSession.id)
-            .where(ChatMessage.message_type != MessageType.SYSTEM)
-            .correlate(ChatSession)
-        )
-
-        # Leeway for newly created chats that don't have messages yet
-        time = datetime.now(timezone.utc) - timedelta(minutes=5)
-        recently_created = ChatSession.time_created >= time
-
-        stmt = stmt.where(or_(non_system_message_exists_subq, recently_created))
+    # When filtering out failed chats, we apply the limit in Python after
+    # filtering rather than in SQL, since the post-filter may remove rows.
+    if limit and include_failed_chats:
+        stmt = stmt.limit(limit)
 
     result = db_session.execute(stmt)
-    chat_sessions = result.scalars().all()
+    chat_sessions = list(result.scalars().all())
 
-    return list(chat_sessions)
+    if not include_failed_chats and chat_sessions:
+        # Filter out "failed" sessions (those with only SYSTEM messages)
+        # using a separate efficient query instead of a correlated EXISTS
+        # subquery, which causes full sequential scans of chat_message.
+        leeway = datetime.now(timezone.utc) - timedelta(minutes=5)
+        session_ids = [cs.id for cs in chat_sessions if cs.time_created < leeway]
+
+        if session_ids:
+            valid_session_ids_stmt = (
+                select(ChatMessage.chat_session_id)
+                .where(ChatMessage.chat_session_id.in_(session_ids))
+                .where(ChatMessage.message_type != MessageType.SYSTEM)
+                .distinct()
+            )
+            valid_session_ids = set(
+                db_session.execute(valid_session_ids_stmt).scalars().all()
+            )
+
+            chat_sessions = [
+                cs
+                for cs in chat_sessions
+                if cs.time_created >= leeway or cs.id in valid_session_ids
+            ]
+
+        if limit:
+            chat_sessions = chat_sessions[:limit]
+
+    return chat_sessions
 
 
 def delete_orphaned_search_docs(db_session: Session) -> None:

backend/onyx/db/connector_credential_pair.py

@@ -750,3 +750,31 @@ def resync_cc_pair(
     )
 
     db_session.commit()
+
+
+# ── Metrics query helpers ──────────────────────────────────────────────
+
+
+def get_connector_health_for_metrics(
+    db_session: Session,
+) -> list:  # Returns list of Row tuples
+    """Return connector health data for Prometheus metrics.
+
+    Each row is (cc_pair_id, status, in_repeated_error_state,
+    last_successful_index_time, name, source).
+    """
+    return (
+        db_session.query(
+            ConnectorCredentialPair.id,
+            ConnectorCredentialPair.status,
+            ConnectorCredentialPair.in_repeated_error_state,
+            ConnectorCredentialPair.last_successful_index_time,
+            ConnectorCredentialPair.name,
+            Connector.source,
+        )
+        .join(
+            Connector,
+            ConnectorCredentialPair.connector_id == Connector.id,
+        )
+        .all()
+    )

backend/onyx/db/enums.py

@@ -1,4 +1,31 @@
+from __future__ import annotations
+
 from enum import Enum as PyEnum
+from typing import ClassVar
+
+
+class AccountType(str, PyEnum):
+    """
+    What kind of account this is — determines whether the user
+    enters the group-based permission system.
+
+    STANDARD + SERVICE_ACCOUNT → participate in group system
+    BOT, EXT_PERM_USER, ANONYMOUS → fixed behavior
+    """
+
+    STANDARD = "standard"
+    BOT = "bot"
+    EXT_PERM_USER = "ext_perm_user"
+    SERVICE_ACCOUNT = "service_account"
+    ANONYMOUS = "anonymous"
+
+
+class GrantSource(str, PyEnum):
+    """How a permission grant was created."""
+
+    USER = "user"
+    SCIM = "scim"
+    SYSTEM = "system"
 
 
 class IndexingStatus(str, PyEnum):
@@ -314,3 +341,54 @@ class HookPoint(str, PyEnum):
 class HookFailStrategy(str, PyEnum):
     HARD = "hard"  # exception propagates, pipeline aborts
     SOFT = "soft"  # log error, return original input, pipeline continues
+
+
+class Permission(str, PyEnum):
+    """
+    Permission tokens for group-based authorization.
+    19 tokens total. full_admin_panel_access is an override —
+    if present, any permission check passes.
+    """
+
+    # Basic (auto-granted to every new group)
+    BASIC_ACCESS = "basic"
+
+    # Read tokens — implied only, never granted directly
+    READ_CONNECTORS = "read:connectors"
+    READ_DOCUMENT_SETS = "read:document_sets"
+    READ_AGENTS = "read:agents"
+    READ_USERS = "read:users"
+
+    # Add / Manage pairs
+    ADD_AGENTS = "add:agents"
+    MANAGE_AGENTS = "manage:agents"
+    MANAGE_DOCUMENT_SETS = "manage:document_sets"
+    ADD_CONNECTORS = "add:connectors"
+    MANAGE_CONNECTORS = "manage:connectors"
+    MANAGE_LLMS = "manage:llms"
+
+    # Toggle tokens
+    READ_AGENT_ANALYTICS = "read:agent_analytics"
+    MANAGE_ACTIONS = "manage:actions"
+    READ_QUERY_HISTORY = "read:query_history"
+    MANAGE_USER_GROUPS = "manage:user_groups"
+    CREATE_USER_API_KEYS = "create:user_api_keys"
+    CREATE_SERVICE_ACCOUNT_API_KEYS = "create:service_account_api_keys"
+    CREATE_SLACK_DISCORD_BOTS = "create:slack_discord_bots"
+
+    # Override — any permission check passes
+    FULL_ADMIN_PANEL_ACCESS = "admin"
+
+    # Permissions that are implied by other grants and must never be stored
+    # directly in the permission_grant table.
+    IMPLIED: ClassVar[frozenset[Permission]]
+
+
+Permission.IMPLIED = frozenset(
+    {
+        Permission.READ_CONNECTORS,
+        Permission.READ_DOCUMENT_SETS,
+        Permission.READ_AGENTS,
+        Permission.READ_USERS,
+    }
+)

backend/onyx/db/federated.py

@@ -8,6 +8,8 @@ from sqlalchemy.orm import selectinload
 from sqlalchemy.orm import Session
 
 from onyx.configs.constants import FederatedConnectorSource
+from onyx.configs.constants import MASK_CREDENTIAL_CHAR
+from onyx.configs.constants import MASK_CREDENTIAL_LONG_RE
 from onyx.db.engine.sql_engine import get_session_with_current_tenant
 from onyx.db.models import DocumentSet
 from onyx.db.models import FederatedConnector
@@ -45,6 +47,23 @@ def fetch_all_federated_connectors_parallel() -> list[FederatedConnector]:
         return fetch_all_federated_connectors(db_session)
 
 
+def _reject_masked_credentials(credentials: dict[str, Any]) -> None:
+    """Raise if any credential string value contains mask placeholder characters.
+
+    mask_string() has two output formats:
+    - Short strings (< 14 chars): "••••••••••••" (U+2022 BULLET)
+    - Long strings (>= 14 chars): "abcd...wxyz" (first4 + "..." + last4)
+    Both must be rejected.
+    """
+    for key, val in credentials.items():
+        if isinstance(val, str) and (
+            MASK_CREDENTIAL_CHAR in val or MASK_CREDENTIAL_LONG_RE.match(val)
+        ):
+            raise ValueError(
+                f"Credential field '{key}' contains masked placeholder characters. Please provide the actual credential value."
+            )
+
+
 def validate_federated_connector_credentials(
     source: FederatedConnectorSource,
     credentials: dict[str, Any],
@@ -66,6 +85,8 @@ def create_federated_connector(
     config: dict[str, Any] | None = None,
 ) -> FederatedConnector:
     """Create a new federated connector with credential and config validation."""
+    _reject_masked_credentials(credentials)
+
     # Validate credentials before creating
     if not validate_federated_connector_credentials(source, credentials):
         raise ValueError(
@@ -277,6 +298,8 @@ def update_federated_connector(
     )
 
     if credentials is not None:
+        _reject_masked_credentials(credentials)
+
         # Validate credentials before updating
         if not validate_federated_connector_credentials(
             federated_connector.source, credentials

backend/onyx/db/hook.py

@@ -75,6 +75,7 @@ def create_hook__no_commit(
     fail_strategy: HookFailStrategy,
     timeout_seconds: float,
     is_active: bool = False,
+    is_reachable: bool | None = None,
     creator_id: UUID | None = None,
 ) -> Hook:
     """Create a new hook for the given hook point.
@@ -100,6 +101,7 @@ def create_hook__no_commit(
         fail_strategy=fail_strategy,
         timeout_seconds=timeout_seconds,
         is_active=is_active,
+        is_reachable=is_reachable,
         creator_id=creator_id,
     )
     # Use a savepoint so that a failed insert only rolls back this operation,

backend/onyx/db/index_attempt.py

@@ -2,6 +2,8 @@ from collections.abc import Sequence
 from datetime import datetime
 from datetime import timedelta
 from datetime import timezone
+from typing import NamedTuple
+from typing import TYPE_CHECKING
 from typing import TypeVarTuple
 
 from sqlalchemy import and_
@@ -28,6 +30,9 @@ from onyx.utils.logger import setup_logger
 from onyx.utils.telemetry import optional_telemetry
 from onyx.utils.telemetry import RecordType
 
+if TYPE_CHECKING:
+    from onyx.configs.constants import DocumentSource
+
 # from sqlalchemy.sql.selectable import Select
 
 # Comment out unused imports that cause mypy errors
@@ -972,3 +977,106 @@ def get_index_attempt_errors_for_cc_pair(
         stmt = stmt.offset(page * page_size).limit(page_size)
 
     return list(db_session.scalars(stmt).all())
+
+
+# ── Metrics query helpers ──────────────────────────────────────────────
+
+
+class ActiveIndexAttemptMetric(NamedTuple):
+    """Row returned by get_active_index_attempts_for_metrics."""
+
+    status: IndexingStatus
+    source: "DocumentSource"
+    cc_pair_id: int
+    cc_pair_name: str | None
+    attempt_count: int
+
+
+def get_active_index_attempts_for_metrics(
+    db_session: Session,
+) -> list[ActiveIndexAttemptMetric]:
+    """Return non-terminal index attempts grouped by status, source, and connector.
+
+    Each row is (status, source, cc_pair_id, cc_pair_name, attempt_count).
+    """
+    from onyx.db.models import Connector
+
+    terminal_statuses = [s for s in IndexingStatus if s.is_terminal()]
+    rows = (
+        db_session.query(
+            IndexAttempt.status,
+            Connector.source,
+            ConnectorCredentialPair.id,
+            ConnectorCredentialPair.name,
+            func.count(),
+        )
+        .join(
+            ConnectorCredentialPair,
+            IndexAttempt.connector_credential_pair_id == ConnectorCredentialPair.id,
+        )
+        .join(
+            Connector,
+            ConnectorCredentialPair.connector_id == Connector.id,
+        )
+        .filter(IndexAttempt.status.notin_(terminal_statuses))
+        .group_by(
+            IndexAttempt.status,
+            Connector.source,
+            ConnectorCredentialPair.id,
+            ConnectorCredentialPair.name,
+        )
+        .all()
+    )
+    return [ActiveIndexAttemptMetric(*row) for row in rows]
+
+
+def get_failed_attempt_counts_by_cc_pair(
+    db_session: Session,
+    since: datetime | None = None,
+) -> dict[int, int]:
+    """Return {cc_pair_id: failed_attempt_count} for all connectors.
+
+    When ``since`` is provided, only attempts created after that timestamp
+    are counted. Defaults to the last 90 days to avoid unbounded historical
+    aggregation.
+    """
+    if since is None:
+        since = datetime.now(timezone.utc) - timedelta(days=90)
+
+    rows = (
+        db_session.query(
+            IndexAttempt.connector_credential_pair_id,
+            func.count(),
+        )
+        .filter(IndexAttempt.status == IndexingStatus.FAILED)
+        .filter(IndexAttempt.time_created >= since)
+        .group_by(IndexAttempt.connector_credential_pair_id)
+        .all()
+    )
+    return {cc_id: count for cc_id, count in rows}
+
+
+def get_docs_indexed_by_cc_pair(
+    db_session: Session,
+    since: datetime | None = None,
+) -> dict[int, int]:
+    """Return {cc_pair_id: total_new_docs_indexed} across successful attempts.
+
+    Only counts attempts with status SUCCESS to avoid inflating counts with
+    partial results from failed attempts. When ``since`` is provided, only
+    attempts created after that timestamp are included.
+    """
+    if since is None:
+        since = datetime.now(timezone.utc) - timedelta(days=90)
+
+    query = (
+        db_session.query(
+            IndexAttempt.connector_credential_pair_id,
+            func.sum(func.coalesce(IndexAttempt.new_docs_indexed, 0)),
+        )
+        .filter(IndexAttempt.status == IndexingStatus.SUCCESS)
+        .filter(IndexAttempt.time_created >= since)
+        .group_by(IndexAttempt.connector_credential_pair_id)
+    )
+    rows = query.all()
+    return {cc_id: int(total or 0) for cc_id, total in rows}

backend/onyx/db/models.py

@@ -48,6 +48,7 @@ from sqlalchemy.types import LargeBinary
 from sqlalchemy.types import TypeDecorator
 from sqlalchemy import PrimaryKeyConstraint
 
+from onyx.db.enums import AccountType
 from onyx.auth.schemas import UserRole
 from onyx.configs.constants import (
     ANONYMOUS_USER_UUID,
@@ -78,6 +79,8 @@ from onyx.db.enums import (
     MCPAuthenticationPerformer,
     MCPTransport,
     MCPServerStatus,
+    Permission,
+    GrantSource,
     LLMModelFlowType,
     ThemePreference,
     DefaultAppMode,
@@ -302,6 +305,9 @@ class User(SQLAlchemyBaseUserTableUUID, Base):
     role: Mapped[UserRole] = mapped_column(
         Enum(UserRole, native_enum=False, default=UserRole.BASIC)
     )
+    account_type: Mapped[AccountType | None] = mapped_column(
+        Enum(AccountType, native_enum=False), nullable=True
+    )
 
     """
     Preferences probably should be in a separate table at some point, but for now
@@ -2645,6 +2651,15 @@ class ChatMessage(Base):
         nullable=True,
     )
 
+    # For multi-model turns: the user message points to which assistant response
+    # was selected as the preferred one to continue the conversation with.
+    preferred_response_id: Mapped[int | None] = mapped_column(
+        ForeignKey("chat_message.id", ondelete="SET NULL"), nullable=True
+    )
+
+    # The display name of the model that generated this assistant message
+    model_display_name: Mapped[str | None] = mapped_column(String, nullable=True)
+
     # What does this message contain
     reasoning_tokens: Mapped[str | None] = mapped_column(Text, nullable=True)
     message: Mapped[str] = mapped_column(Text)
@@ -2712,6 +2727,12 @@ class ChatMessage(Base):
         remote_side="ChatMessage.id",
     )
 
+    preferred_response: Mapped["ChatMessage | None"] = relationship(
+        "ChatMessage",
+        foreign_keys=[preferred_response_id],
+        remote_side="ChatMessage.id",
+    )
+
     # Chat messages only need to know their immediate tool call children
     # If there are nested tool calls, they are stored in the tool_call_children relationship.
     tool_calls: Mapped[list["ToolCall"] | None] = relationship(
@@ -3114,8 +3135,6 @@ class VoiceProvider(Base):
     is_default_stt: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
     is_default_tts: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
 
-    deleted: Mapped[bool] = mapped_column(Boolean, default=False)
-
     time_created: Mapped[datetime.datetime] = mapped_column(
         DateTime(timezone=True), server_default=func.now()
     )
@@ -3971,6 +3990,8 @@ class SamlAccount(Base):
 class User__UserGroup(Base):
     __tablename__ = "user__user_group"
 
+    __table_args__ = (Index("ix_user__user_group_user_id", "user_id"),)
+
     is_curator: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
 
     user_group_id: Mapped[int] = mapped_column(
@@ -3981,6 +4002,48 @@ class User__UserGroup(Base):
     )
 
 
+class PermissionGrant(Base):
+    __tablename__ = "permission_grant"
+
+    __table_args__ = (
+        UniqueConstraint(
+            "group_id", "permission", name="uq_permission_grant_group_permission"
+        ),
+    )
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
+    group_id: Mapped[int] = mapped_column(
+        ForeignKey("user_group.id", ondelete="CASCADE"), nullable=False
+    )
+    permission: Mapped[Permission] = mapped_column(
+        Enum(Permission, native_enum=False), nullable=False
+    )
+    grant_source: Mapped[GrantSource] = mapped_column(
+        Enum(GrantSource, native_enum=False), nullable=False
+    )
+    granted_by: Mapped[UUID | None] = mapped_column(
+        ForeignKey("user.id", ondelete="SET NULL"), nullable=True
+    )
+    granted_at: Mapped[datetime.datetime] = mapped_column(
+        DateTime(timezone=True), server_default=func.now(), nullable=False
+    )
+    is_deleted: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=False, server_default=text("false")
+    )
+
+    group: Mapped["UserGroup"] = relationship(
+        "UserGroup", back_populates="permission_grants"
+    )
+
+    @validates("permission")
+    def _validate_permission(self, _key: str, value: Permission) -> Permission:
+        if value in Permission.IMPLIED:
+            raise ValueError(
+                f"{value!r} is an implied permission and cannot be granted directly"
+            )
+        return value
+
+
 class UserGroup__ConnectorCredentialPair(Base):
     __tablename__ = "user_group__connector_credential_pair"
 
@@ -4075,6 +4138,8 @@ class UserGroup(Base):
     is_up_for_deletion: Mapped[bool] = mapped_column(
         Boolean, nullable=False, default=False
     )
+    # whether this is a default group (e.g. "Basic", "Admins") that cannot be deleted
+    is_default: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
 
     # Last time a user updated this user group
     time_last_modified_by_user: Mapped[datetime.datetime] = mapped_column(
@@ -4118,6 +4183,9 @@ class UserGroup(Base):
     accessible_mcp_servers: Mapped[list["MCPServer"]] = relationship(
         "MCPServer", secondary="mcp_server__user_group", back_populates="user_groups"
     )
+    permission_grants: Mapped[list["PermissionGrant"]] = relationship(
+        "PermissionGrant", back_populates="group", cascade="all, delete-orphan"
+    )
 
 
 """Tables related to Token Rate Limiting

backend/onyx/db/pat.py

@@ -8,7 +8,6 @@ from uuid import UUID
 from sqlalchemy import select
 from sqlalchemy import update
 from sqlalchemy.ext.asyncio import AsyncSession
-from sqlalchemy.orm import selectinload
 from sqlalchemy.orm import Session
 
 from onyx.auth.pat import build_displayable_pat
@@ -47,7 +46,6 @@ async def fetch_user_for_pat(
             (PersonalAccessToken.expires_at.is_(None))
             | (PersonalAccessToken.expires_at > now)
         )
-        .options(selectinload(User.memories))
     )
     if not user:
         return None

backend/onyx/db/persona.py

@@ -50,8 +50,18 @@ from onyx.utils.variable_functionality import fetch_versioned_implementation
 logger = setup_logger()
 
 
-def get_default_behavior_persona(db_session: Session) -> Persona | None:
+def get_default_behavior_persona(
+    db_session: Session,
+    eager_load_for_tools: bool = False,
+) -> Persona | None:
     stmt = select(Persona).where(Persona.id == DEFAULT_PERSONA_ID)
+    if eager_load_for_tools:
+        stmt = stmt.options(
+            selectinload(Persona.tools),
+            selectinload(Persona.document_sets),
+            selectinload(Persona.attached_documents),
+            selectinload(Persona.hierarchy_nodes),
+        )
     return db_session.scalars(stmt).first()
 
 

backend/onyx/db/user_preferences.py

@@ -229,7 +229,9 @@ def get_memories_for_user(
     user_id: UUID,
     db_session: Session,
 ) -> Sequence[Memory]:
-    return db_session.scalars(select(Memory).where(Memory.user_id == user_id)).all()
+    return db_session.scalars(
+        select(Memory).where(Memory.user_id == user_id).order_by(Memory.id.desc())
+    ).all()
 
 
 def update_user_pinned_assistants(

backend/onyx/db/voice.py

@@ -17,39 +17,30 @@ MAX_VOICE_PLAYBACK_SPEED = 2.0
 def fetch_voice_providers(db_session: Session) -> list[VoiceProvider]:
     """Fetch all voice providers."""
     return list(
-        db_session.scalars(
-            select(VoiceProvider)
-            .where(VoiceProvider.deleted.is_(False))
-            .order_by(VoiceProvider.name)
-        ).all()
+        db_session.scalars(select(VoiceProvider).order_by(VoiceProvider.name)).all()
     )
 
 
 def fetch_voice_provider_by_id(
-    db_session: Session, provider_id: int, include_deleted: bool = False
+    db_session: Session, provider_id: int
 ) -> VoiceProvider | None:
     """Fetch a voice provider by ID."""
-    stmt = select(VoiceProvider).where(VoiceProvider.id == provider_id)
-    if not include_deleted:
-        stmt = stmt.where(VoiceProvider.deleted.is_(False))
-    return db_session.scalar(stmt)
+    return db_session.scalar(
+        select(VoiceProvider).where(VoiceProvider.id == provider_id)
+    )
 
 
 def fetch_default_stt_provider(db_session: Session) -> VoiceProvider | None:
     """Fetch the default STT provider."""
     return db_session.scalar(
-        select(VoiceProvider)
-        .where(VoiceProvider.is_default_stt.is_(True))
-        .where(VoiceProvider.deleted.is_(False))
+        select(VoiceProvider).where(VoiceProvider.is_default_stt.is_(True))
     )
 
 
 def fetch_default_tts_provider(db_session: Session) -> VoiceProvider | None:
     """Fetch the default TTS provider."""
     return db_session.scalar(
-        select(VoiceProvider)
-        .where(VoiceProvider.is_default_tts.is_(True))
-        .where(VoiceProvider.deleted.is_(False))
+        select(VoiceProvider).where(VoiceProvider.is_default_tts.is_(True))
     )
 
 
@@ -58,9 +49,7 @@ def fetch_voice_provider_by_type(
 ) -> VoiceProvider | None:
     """Fetch a voice provider by type."""
     return db_session.scalar(
-        select(VoiceProvider)
-        .where(VoiceProvider.provider_type == provider_type)
-        .where(VoiceProvider.deleted.is_(False))
+        select(VoiceProvider).where(VoiceProvider.provider_type == provider_type)
     )
 
 
@@ -119,10 +108,10 @@ def upsert_voice_provider(
 
 
 def delete_voice_provider(db_session: Session, provider_id: int) -> None:
-    """Soft-delete a voice provider by ID."""
+    """Delete a voice provider by ID."""
     provider = fetch_voice_provider_by_id(db_session, provider_id)
     if provider:
-        provider.deleted = True
+        db_session.delete(provider)
         db_session.flush()
 
 

backend/onyx/document_index/interfaces_new.py

@@ -381,6 +381,47 @@ class HybridCapable(abc.ABC):
         """
         raise NotImplementedError
 
+    @abc.abstractmethod
+    def keyword_retrieval(
+        self,
+        query: str,
+        filters: IndexFilters,
+        num_to_retrieve: int,
+    ) -> list[InferenceChunk]:
+        """Runs keyword-only search and returns a list of inference chunks.
+
+        Args:
+            query: User query.
+            filters: Filters for things like permissions, source type, time,
+                etc.
+            num_to_retrieve: Number of highest matching chunks to return.
+
+        Returns:
+            Score-ranked (highest first) list of highest matching chunks.
+        """
+        raise NotImplementedError
+
+    @abc.abstractmethod
+    def semantic_retrieval(
+        self,
+        query_embedding: Embedding,
+        filters: IndexFilters,
+        num_to_retrieve: int,
+    ) -> list[InferenceChunk]:
+        """Runs semantic-only search and returns a list of inference chunks.
+
+        Args:
+            query_embedding: Vector representation of the query. Must be of the
+                correct dimensionality for the primary index.
+            filters: Filters for things like permissions, source type, time,
+                etc.
+            num_to_retrieve: Number of highest matching chunks to return.
+
+        Returns:
+            Score-ranked (highest first) list of highest matching chunks.
+        """
+        raise NotImplementedError
+
 
 class RandomCapable(abc.ABC):
     """

backend/onyx/document_index/opensearch/client.py

@@ -18,10 +18,13 @@ from onyx.configs.app_configs import OPENSEARCH_ADMIN_USERNAME
 from onyx.configs.app_configs import OPENSEARCH_HOST
 from onyx.configs.app_configs import OPENSEARCH_REST_API_PORT
 from onyx.document_index.interfaces_new import TenantState
+from onyx.document_index.opensearch.constants import OpenSearchSearchType
 from onyx.document_index.opensearch.schema import DocumentChunk
 from onyx.document_index.opensearch.schema import DocumentChunkWithoutVectors
 from onyx.document_index.opensearch.schema import get_opensearch_doc_chunk_id
 from onyx.document_index.opensearch.search import DEFAULT_OPENSEARCH_MAX_RESULT_WINDOW
+from onyx.server.metrics.opensearch_search import observe_opensearch_search
+from onyx.server.metrics.opensearch_search import track_opensearch_search_in_progress
 from onyx.utils.logger import setup_logger
 from onyx.utils.timing import log_function_time
 
@@ -256,7 +259,6 @@ class OpenSearchClient(AbstractContextManager):
         """
         return self._client.ping()
 
-    @log_function_time(print_only=True, debug_only=True)
     def close(self) -> None:
         """Closes the client.
 
@@ -304,6 +306,7 @@ class OpenSearchIndexClient(OpenSearchClient):
         verify_certs: bool = False,
         ssl_show_warn: bool = False,
         timeout: int = DEFAULT_OPENSEARCH_CLIENT_TIMEOUT_S,
+        emit_metrics: bool = True,
     ):
         super().__init__(
             host=host,
@@ -315,6 +318,7 @@ class OpenSearchIndexClient(OpenSearchClient):
             timeout=timeout,
         )
         self._index_name = index_name
+        self._emit_metrics = emit_metrics
         logger.debug(
             f"OpenSearch client created successfully for index {self._index_name}."
         )
@@ -834,7 +838,10 @@ class OpenSearchIndexClient(OpenSearchClient):
 
     @log_function_time(print_only=True, debug_only=True)
     def search(
-        self, body: dict[str, Any], search_pipeline_id: str | None
+        self,
+        body: dict[str, Any],
+        search_pipeline_id: str | None,
+        search_type: OpenSearchSearchType = OpenSearchSearchType.UNKNOWN,
     ) -> list[SearchHit[DocumentChunkWithoutVectors]]:
         """Searches the index.
 
@@ -852,6 +859,8 @@ class OpenSearchIndexClient(OpenSearchClient):
                 documentation for more information on search request bodies.
             search_pipeline_id: The ID of the search pipeline to use. If None,
                 the default search pipeline will be used.
+            search_type: Label for Prometheus metrics. Does not affect search
+                behavior.
 
         Raises:
             Exception: There was an error searching the index.
@@ -864,21 +873,27 @@ class OpenSearchIndexClient(OpenSearchClient):
         )
         result: dict[str, Any]
         params = {"phase_took": "true"}
-        if search_pipeline_id:
-            result = self._client.search(
-                index=self._index_name,
-                search_pipeline=search_pipeline_id,
-                body=body,
-                params=params,
-            )
-        else:
-            result = self._client.search(
-                index=self._index_name, body=body, params=params
-            )
+        ctx = self._get_emit_metrics_context_manager(search_type)
+        t0 = time.perf_counter()
+        with ctx:
+            if search_pipeline_id:
+                result = self._client.search(
+                    index=self._index_name,
+                    search_pipeline=search_pipeline_id,
+                    body=body,
+                    params=params,
+                )
+            else:
+                result = self._client.search(
+                    index=self._index_name, body=body, params=params
+                )
+        client_duration_s = time.perf_counter() - t0
 
         hits, time_took, timed_out, phase_took, profile = (
             self._get_hits_and_profile_from_search_result(result)
         )
+        if self._emit_metrics:
+            observe_opensearch_search(search_type, client_duration_s, time_took)
         self._log_search_result_perf(
             time_took=time_took,
             timed_out=timed_out,
@@ -914,7 +929,11 @@ class OpenSearchIndexClient(OpenSearchClient):
         return search_hits
 
     @log_function_time(print_only=True, debug_only=True)
-    def search_for_document_ids(self, body: dict[str, Any]) -> list[str]:
+    def search_for_document_ids(
+        self,
+        body: dict[str, Any],
+        search_type: OpenSearchSearchType = OpenSearchSearchType.DOCUMENT_IDS,
+    ) -> list[str]:
         """Searches the index and returns only document chunk IDs.
 
         In order to take advantage of the performance benefits of only returning
@@ -931,6 +950,8 @@ class OpenSearchIndexClient(OpenSearchClient):
                 documentation for more information on search request bodies.
                 TODO(andrei): Make this a more deep interface; callers shouldn't
                 need to know to set _source: False for example.
+            search_type: Label for Prometheus metrics. Does not affect search
+                behavior.
 
         Raises:
             Exception: There was an error searching the index.
@@ -948,13 +969,19 @@ class OpenSearchIndexClient(OpenSearchClient):
             )
 
         params = {"phase_took": "true"}
-        result: dict[str, Any] = self._client.search(
-            index=self._index_name, body=body, params=params
-        )
+        ctx = self._get_emit_metrics_context_manager(search_type)
+        t0 = time.perf_counter()
+        with ctx:
+            result: dict[str, Any] = self._client.search(
+                index=self._index_name, body=body, params=params
+            )
+        client_duration_s = time.perf_counter() - t0
 
         hits, time_took, timed_out, phase_took, profile = (
             self._get_hits_and_profile_from_search_result(result)
         )
+        if self._emit_metrics:
+            observe_opensearch_search(search_type, client_duration_s, time_took)
         self._log_search_result_perf(
             time_took=time_took,
             timed_out=timed_out,
@@ -1071,6 +1098,20 @@ class OpenSearchIndexClient(OpenSearchClient):
             if raise_on_timeout:
                 raise RuntimeError(error_str)
 
+    def _get_emit_metrics_context_manager(
+        self, search_type: OpenSearchSearchType
+    ) -> AbstractContextManager[None]:
+        """
+        Returns a context manager that tracks in-flight OpenSearch searches via
+        a Gauge if emit_metrics is True, otherwise returns a null context
+        manager.
+        """
+        return (
+            track_opensearch_search_in_progress(search_type)
+            if self._emit_metrics
+            else nullcontext()
+        )
+
 
 def wait_for_opensearch_with_timeout(
     wait_interval_s: int = 5,

backend/onyx/document_index/opensearch/constants.py

@@ -53,6 +53,18 @@ DEFAULT_NUM_HYBRID_SUBQUERY_CANDIDATES = int(
 EF_SEARCH = DEFAULT_NUM_HYBRID_SUBQUERY_CANDIDATES
 
 
+class OpenSearchSearchType(str, Enum):
+    """Search type label used for Prometheus metrics."""
+
+    HYBRID = "hybrid"
+    KEYWORD = "keyword"
+    SEMANTIC = "semantic"
+    RANDOM = "random"
+    ID_RETRIEVAL = "id_retrieval"
+    DOCUMENT_IDS = "document_ids"
+    UNKNOWN = "unknown"
+
+
 class HybridSearchSubqueryConfiguration(Enum):
     TITLE_VECTOR_CONTENT_VECTOR_TITLE_CONTENT_COMBINED_KEYWORD = 1
     # Current default.

backend/onyx/document_index/opensearch/opensearch_document_index.py

@@ -43,6 +43,7 @@ from onyx.document_index.opensearch.client import OpenSearchClient
 from onyx.document_index.opensearch.client import OpenSearchIndexClient
 from onyx.document_index.opensearch.client import SearchHit
 from onyx.document_index.opensearch.cluster_settings import OPENSEARCH_CLUSTER_SETTINGS
+from onyx.document_index.opensearch.constants import OpenSearchSearchType
 from onyx.document_index.opensearch.schema import ACCESS_CONTROL_LIST_FIELD_NAME
 from onyx.document_index.opensearch.schema import CONTENT_FIELD_NAME
 from onyx.document_index.opensearch.schema import DOCUMENT_SETS_FIELD_NAME
@@ -900,6 +901,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
             search_hits = self._client.search(
                 body=query_body,
                 search_pipeline_id=None,
+                search_type=OpenSearchSearchType.ID_RETRIEVAL,
             )
             inference_chunks_uncleaned: list[InferenceChunkUncleaned] = [
                 _convert_retrieved_opensearch_chunk_to_inference_chunk_uncleaned(
@@ -923,6 +925,8 @@ class OpenSearchDocumentIndex(DocumentIndex):
         filters: IndexFilters,
         num_to_retrieve: int,
     ) -> list[InferenceChunk]:
+        # TODO(andrei): There is some duplicated logic in this function with
+        # others in this file.
         logger.debug(
             f"[OpenSearchDocumentIndex] Hybrid retrieving {num_to_retrieve} chunks for index {self._index_name}."
         )
@@ -948,6 +952,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
         search_hits: list[SearchHit[DocumentChunkWithoutVectors]] = self._client.search(
             body=query_body,
             search_pipeline_id=normalization_pipeline_name,
+            search_type=OpenSearchSearchType.HYBRID,
         )
 
         # Good place for a breakpoint to inspect the search hits if you have
@@ -970,6 +975,8 @@ class OpenSearchDocumentIndex(DocumentIndex):
         filters: IndexFilters,
         num_to_retrieve: int,
     ) -> list[InferenceChunk]:
+        # TODO(andrei): There is some duplicated logic in this function with
+        # others in this file.
         logger.debug(
             f"[OpenSearchDocumentIndex] Keyword retrieving {num_to_retrieve} chunks for index {self._index_name}."
         )
@@ -989,6 +996,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
         search_hits: list[SearchHit[DocumentChunkWithoutVectors]] = self._client.search(
             body=query_body,
             search_pipeline_id=None,
+            search_type=OpenSearchSearchType.KEYWORD,
         )
 
         inference_chunks_uncleaned: list[InferenceChunkUncleaned] = [
@@ -1009,6 +1017,8 @@ class OpenSearchDocumentIndex(DocumentIndex):
         filters: IndexFilters,
         num_to_retrieve: int,
     ) -> list[InferenceChunk]:
+        # TODO(andrei): There is some duplicated logic in this function with
+        # others in this file.
         logger.debug(
             f"[OpenSearchDocumentIndex] Semantic retrieving {num_to_retrieve} chunks for index {self._index_name}."
         )
@@ -1028,6 +1038,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
         search_hits: list[SearchHit[DocumentChunkWithoutVectors]] = self._client.search(
             body=query_body,
             search_pipeline_id=None,
+            search_type=OpenSearchSearchType.SEMANTIC,
         )
 
         inference_chunks_uncleaned: list[InferenceChunkUncleaned] = [
@@ -1059,6 +1070,7 @@ class OpenSearchDocumentIndex(DocumentIndex):
         search_hits: list[SearchHit[DocumentChunkWithoutVectors]] = self._client.search(
             body=query_body,
             search_pipeline_id=None,
+            search_type=OpenSearchSearchType.RANDOM,
         )
         inference_chunks_uncleaned: list[InferenceChunkUncleaned] = [
             _convert_retrieved_opensearch_chunk_to_inference_chunk_uncleaned(

backend/onyx/document_index/opensearch/search.py

@@ -3,6 +3,8 @@ from datetime import datetime
 from datetime import timedelta
 from datetime import timezone
 from typing import Any
+from typing import TypeAlias
+from typing import TypeVar
 
 from onyx.configs.app_configs import DEFAULT_OPENSEARCH_QUERY_TIMEOUT_S
 from onyx.configs.app_configs import OPENSEARCH_EXPLAIN_ENABLED
@@ -48,13 +50,21 @@ from onyx.document_index.opensearch.schema import TITLE_FIELD_NAME
 from onyx.document_index.opensearch.schema import TITLE_VECTOR_FIELD_NAME
 from onyx.document_index.opensearch.schema import USER_PROJECTS_FIELD_NAME
 
-# Normalization pipelines combine document scores from multiple query clauses.
-# The number and ordering of weights should match the query clauses. The values
-# of the weights should sum to 1.
+# See https://docs.opensearch.org/latest/query-dsl/term/terms/.
+MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY = 65_536
+
+
+_T = TypeVar("_T")
+TermsQuery: TypeAlias = dict[str, dict[str, list[_T]]]
+TermQuery: TypeAlias = dict[str, dict[str, dict[str, _T]]]
+
 
 # TODO(andrei): Turn all magic dictionaries to pydantic models.
 
 
+# Normalization pipelines combine document scores from multiple query clauses.
+# The number and ordering of weights should match the query clauses. The values
+# of the weights should sum to 1.
 def _get_hybrid_search_normalization_weights() -> list[float]:
     if (
         HYBRID_SEARCH_SUBQUERY_CONFIGURATION
@@ -316,6 +326,9 @@ class DocumentQuery:
         it MUST be supplied in addition to a search pipeline. The results from
         hybrid search are not meaningful without that step.
 
+        TODO(andrei): There is some duplicated logic in this function with
+        others in this file.
+
         Args:
             query_text: The text to query for.
             query_vector: The vector embedding of the text to query for.
@@ -419,6 +432,9 @@ class DocumentQuery:
 
         This query can be directly supplied to the OpenSearch client.
 
+        TODO(andrei): There is some duplicated logic in this function with
+        others in this file.
+
         Args:
             query_text: The text to query for.
             num_hits: The final number of hits to return.
@@ -498,6 +514,9 @@ class DocumentQuery:
 
         This query can be directly supplied to the OpenSearch client.
 
+        TODO(andrei): There is some duplicated logic in this function with
+        others in this file.
+
         Args:
             query_embedding: The vector embedding of the text to query for.
             num_hits: The final number of hits to return.
@@ -763,8 +782,9 @@ class DocumentQuery:
                             TITLE_FIELD_NAME: {
                                 "query": query_text,
                                 "operator": "or",
-                                # The title fields are strongly discounted as they are included in the content.
-                                # It just acts as a minor boost
+                                # The title fields are strongly discounted as
+                                # they are included in the content. This just
+                                # acts as a minor boost.
                                 "boost": 0.1,
                             }
                         }
@@ -779,6 +799,9 @@ class DocumentQuery:
                         }
                     },
                     {
+                        # Analyzes the query and returns results which match any
+                        # of the query's terms. More matches result in higher
+                        # scores.
                         "match": {
                             CONTENT_FIELD_NAME: {
                                 "query": query_text,
@@ -788,18 +811,21 @@ class DocumentQuery:
                         }
                     },
                     {
+                        # Matches an exact phrase in a specified order.
                         "match_phrase": {
                             CONTENT_FIELD_NAME: {
                                 "query": query_text,
+                                # The number of words permitted between words of
+                                # a query phrase and still result in a match.
                                 "slop": 1,
                                 "boost": 1.5,
                             }
                         }
                     },
                 ],
-                # Ensure at least one term from the query is present in the
-                # document. This defaults to 1, unless a filter or must clause
-                # is supplied, in which case it defaults to 0.
+                # Ensures at least one match subquery from the query is present
+                # in the document. This defaults to 1, unless a filter or must
+                # clause is supplied, in which case it defaults to 0.
                 "minimum_should_match": 1,
             }
         }
@@ -833,7 +859,14 @@ class DocumentQuery:
         The "filter" key applies a logical AND operator to its elements, so
         every subfilter must evaluate to true in order for the document to be
         retrieved. This function returns a list of such subfilters.
-        See https://docs.opensearch.org/latest/query-dsl/compound/bool/
+        See https://docs.opensearch.org/latest/query-dsl/compound/bool/.
+
+        TODO(ENG-3874): The terms queries returned by this function can be made
+        more performant for large cardinality sets by sorting the values by
+        their UTF-8 byte order.
+
+        TODO(ENG-3875): This function can take even better advantage of filter
+        caching by grouping "static" filters together into one sub-clause.
 
         Args:
             tenant_state: Tenant state containing the tenant ID.
@@ -878,6 +911,14 @@ class DocumentQuery:
                 the assistant. Matches chunks where ancestor_hierarchy_node_ids
                 contains any of these values.
 
+        Raises:
+            ValueError: document_id and attached_document_ids were supplied
+                together. This is not allowed because they operate on the same
+                schema field, and it does not semantically make sense to use
+                them together.
+            ValueError: Too many of one of the collection arguments was
+                supplied.
+
         Returns:
             A list of filters to be passed into the "filter" key of a search
                 query.
@@ -885,61 +926,156 @@ class DocumentQuery:
 
         def _get_acl_visibility_filter(
             access_control_list: list[str],
-        ) -> dict[str, Any]:
+        ) -> dict[str, dict[str, list[TermQuery[bool] | TermsQuery[str]] | int]]:
+            """Returns a filter for the access control list.
+
+            Since this returns an isolated bool should clause, it can be cached
+            in OpenSearch independently of other clauses in _get_search_filters.
+
+            Args:
+                access_control_list: The access control list to restrict
+                    documents to.
+
+            Raises:
+                ValueError: The number of access control list entries is greater
+                    than MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY.
+
+            Returns:
+                A filter for the access control list.
+            """
             # Logical OR operator on its elements.
-            acl_visibility_filter: dict[str, Any] = {"bool": {"should": []}}
-            acl_visibility_filter["bool"]["should"].append(
-                {"term": {PUBLIC_FIELD_NAME: {"value": True}}}
-            )
-            for acl in access_control_list:
-                acl_subclause: dict[str, Any] = {
-                    "term": {ACCESS_CONTROL_LIST_FIELD_NAME: {"value": acl}}
+            acl_visibility_filter: dict[str, dict[str, Any]] = {
+                "bool": {
+                    "should": [{"term": {PUBLIC_FIELD_NAME: {"value": True}}}],
+                    "minimum_should_match": 1,
+                }
+            }
+            if access_control_list:
+                if len(access_control_list) > MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY:
+                    raise ValueError(
+                        f"Too many access control list entries: {len(access_control_list)}. Max allowed: {MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY}."
+                    )
+                # Use terms instead of a list of term within a should clause
+                # because Lucene will optimize the filtering for large sets of
+                # terms. Small sets of terms are not expected to perform any
+                # differently than individual term clauses.
+                acl_subclause: TermsQuery[str] = {
+                    "terms": {ACCESS_CONTROL_LIST_FIELD_NAME: list(access_control_list)}
                 }
                 acl_visibility_filter["bool"]["should"].append(acl_subclause)
             return acl_visibility_filter
 
         def _get_source_type_filter(
             source_types: list[DocumentSource],
-        ) -> dict[str, Any]:
-            # Logical OR operator on its elements.
-            source_type_filter: dict[str, Any] = {"bool": {"should": []}}
-            for source_type in source_types:
-                source_type_filter["bool"]["should"].append(
-                    {"term": {SOURCE_TYPE_FIELD_NAME: {"value": source_type.value}}}
+        ) -> TermsQuery[str]:
+            """Returns a filter for the source types.
+
+            Since this returns an isolated terms clause, it can be cached in
+            OpenSearch independently of other clauses in _get_search_filters.
+
+            Args:
+                source_types: The source types to restrict documents to.
+
+            Raises:
+                ValueError: The number of source types is greater than
+                    MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY.
+                ValueError: An empty list was supplied.
+
+            Returns:
+                A filter for the source types.
+            """
+            if not source_types:
+                raise ValueError(
+                    "source_types cannot be empty if trying to create a source type filter."
                 )
-            return source_type_filter
-
-        def _get_tag_filter(tags: list[Tag]) -> dict[str, Any]:
-            # Logical OR operator on its elements.
-            tag_filter: dict[str, Any] = {"bool": {"should": []}}
-            for tag in tags:
-                # Kind of an abstraction leak, see
-                # convert_metadata_dict_to_list_of_strings for why metadata list
-                # entries are expected to look this way.
-                tag_str = f"{tag.tag_key}{INDEX_SEPARATOR}{tag.tag_value}"
-                tag_filter["bool"]["should"].append(
-                    {"term": {METADATA_LIST_FIELD_NAME: {"value": tag_str}}}
+            if len(source_types) > MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY:
+                raise ValueError(
+                    f"Too many source types: {len(source_types)}. Max allowed: {MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY}."
                 )
-            return tag_filter
+            # Use terms instead of a list of term within a should clause because
+            # Lucene will optimize the filtering for large sets of terms. Small
+            # sets of terms are not expected to perform any differently than
+            # individual term clauses.
+            return {
+                "terms": {
+                    SOURCE_TYPE_FIELD_NAME: [
+                        source_type.value for source_type in source_types
+                    ]
+                }
+            }
 
-        def _get_document_set_filter(document_sets: list[str]) -> dict[str, Any]:
-            # Logical OR operator on its elements.
-            document_set_filter: dict[str, Any] = {"bool": {"should": []}}
-            for document_set in document_sets:
-                document_set_filter["bool"]["should"].append(
-                    {"term": {DOCUMENT_SETS_FIELD_NAME: {"value": document_set}}}
+        def _get_tag_filter(tags: list[Tag]) -> TermsQuery[str]:
+            """Returns a filter for the tags.
+
+            Since this returns an isolated terms clause, it can be cached in
+            OpenSearch independently of other clauses in _get_search_filters.
+
+            Args:
+                tags: The tags to restrict documents to.
+
+            Raises:
+                ValueError: The number of tags is greater than
+                    MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY.
+                ValueError: An empty list was supplied.
+
+            Returns:
+                A filter for the tags.
+            """
+            if not tags:
+                raise ValueError(
+                    "tags cannot be empty if trying to create a tag filter."
                 )
-            return document_set_filter
+            if len(tags) > MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY:
+                raise ValueError(
+                    f"Too many tags: {len(tags)}. Max allowed: {MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY}."
+                )
+            # Kind of an abstraction leak, see
+            # convert_metadata_dict_to_list_of_strings for why metadata list
+            # entries are expected to look this way.
+            tag_str_list = [
+                f"{tag.tag_key}{INDEX_SEPARATOR}{tag.tag_value}" for tag in tags
+            ]
+            # Use terms instead of a list of term within a should clause because
+            # Lucene will optimize the filtering for large sets of terms. Small
+            # sets of terms are not expected to perform any differently than
+            # individual term clauses.
+            return {"terms": {METADATA_LIST_FIELD_NAME: tag_str_list}}
 
-        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": []}}
-            user_project_filter["bool"]["should"].append(
-                {"term": {USER_PROJECTS_FIELD_NAME: {"value": project_id}}}
-            )
-            return user_project_filter
+        def _get_document_set_filter(document_sets: list[str]) -> TermsQuery[str]:
+            """Returns a filter for the document sets.
 
-        def _get_persona_filter(persona_id: int) -> dict[str, Any]:
+            Since this returns an isolated terms clause, it can be cached in
+            OpenSearch independently of other clauses in _get_search_filters.
+
+            Args:
+                document_sets: The document sets to restrict documents to.
+
+            Raises:
+                ValueError: The number of document sets is greater than
+                    MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY.
+                ValueError: An empty list was supplied.
+
+            Returns:
+                A filter for the document sets.
+            """
+            if not document_sets:
+                raise ValueError(
+                    "document_sets cannot be empty if trying to create a document set filter."
+                )
+            if len(document_sets) > MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY:
+                raise ValueError(
+                    f"Too many document sets: {len(document_sets)}. Max allowed: {MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY}."
+                )
+            # Use terms instead of a list of term within a should clause because
+            # Lucene will optimize the filtering for large sets of terms. Small
+            # sets of terms are not expected to perform any differently than
+            # individual term clauses.
+            return {"terms": {DOCUMENT_SETS_FIELD_NAME: list(document_sets)}}
+
+        def _get_user_project_filter(project_id: int) -> TermQuery[int]:
+            return {"term": {USER_PROJECTS_FIELD_NAME: {"value": project_id}}}
+
+        def _get_persona_filter(persona_id: int) -> TermQuery[int]:
             return {"term": {PERSONAS_FIELD_NAME: {"value": persona_id}}}
 
         def _get_time_cutoff_filter(time_cutoff: datetime) -> dict[str, Any]:
@@ -947,7 +1083,9 @@ class DocumentQuery:
             # document data.
             time_cutoff = set_or_convert_timezone_to_utc(time_cutoff)
             # Logical OR operator on its elements.
-            time_cutoff_filter: dict[str, Any] = {"bool": {"should": []}}
+            time_cutoff_filter: dict[str, Any] = {
+                "bool": {"should": [], "minimum_should_match": 1}
+            }
             time_cutoff_filter["bool"]["should"].append(
                 {
                     "range": {
@@ -982,25 +1120,77 @@ class DocumentQuery:
 
         def _get_attached_document_id_filter(
             doc_ids: list[str],
-        ) -> dict[str, Any]:
-            """Filter for documents explicitly attached to an assistant."""
-            # Logical OR operator on its elements.
-            doc_id_filter: dict[str, Any] = {"bool": {"should": []}}
-            for doc_id in doc_ids:
-                doc_id_filter["bool"]["should"].append(
-                    {"term": {DOCUMENT_ID_FIELD_NAME: {"value": doc_id}}}
+        ) -> TermsQuery[str]:
+            """
+            Returns a filter for documents explicitly attached to an assistant.
+
+            Since this returns an isolated terms clause, it can be cached in
+            OpenSearch independently of other clauses in _get_search_filters.
+
+            Args:
+                doc_ids: The document IDs to restrict documents to.
+
+            Raises:
+                ValueError: The number of document IDs is greater than
+                    MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY.
+                ValueError: An empty list was supplied.
+
+            Returns:
+                A filter for the document IDs.
+            """
+            if not doc_ids:
+                raise ValueError(
+                    "doc_ids cannot be empty if trying to create a document ID filter."
                 )
-            return doc_id_filter
+            if len(doc_ids) > MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY:
+                raise ValueError(
+                    f"Too many document IDs: {len(doc_ids)}. Max allowed: {MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY}."
+                )
+            # Use terms instead of a list of term within a should clause because
+            # Lucene will optimize the filtering for large sets of terms. Small
+            # sets of terms are not expected to perform any differently than
+            # individual term clauses.
+            return {"terms": {DOCUMENT_ID_FIELD_NAME: list(doc_ids)}}
 
         def _get_hierarchy_node_filter(
             node_ids: list[int],
-        ) -> dict[str, Any]:
-            """Filter for chunks whose ancestors include any of the given hierarchy nodes.
-
-            Uses a terms query to check if ancestor_hierarchy_node_ids contains
-            any of the specified node IDs.
+        ) -> TermsQuery[int]:
             """
-            return {"terms": {ANCESTOR_HIERARCHY_NODE_IDS_FIELD_NAME: node_ids}}
+            Returns a filter for chunks whose ancestors include any of the given
+            hierarchy nodes.
+
+            Since this returns an isolated terms clause, it can be cached in
+            OpenSearch independently of other clauses in _get_search_filters.
+
+            Args:
+                node_ids: The hierarchy node IDs to restrict documents to.
+
+            Raises:
+                ValueError: The number of hierarchy node IDs is greater than
+                    MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY.
+                ValueError: An empty list was supplied.
+
+            Returns:
+                A filter for the hierarchy node IDs.
+            """
+            if not node_ids:
+                raise ValueError(
+                    "node_ids cannot be empty if trying to create a hierarchy node ID filter."
+                )
+            if len(node_ids) > MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY:
+                raise ValueError(
+                    f"Too many hierarchy node IDs: {len(node_ids)}. Max allowed: {MAX_NUM_TERMS_ALLOWED_IN_TERMS_QUERY}."
+                )
+            # Use terms instead of a list of term within a should clause because
+            # Lucene will optimize the filtering for large sets of terms. Small
+            # sets of terms are not expected to perform any differently than
+            # individual term clauses.
+            return {"terms": {ANCESTOR_HIERARCHY_NODE_IDS_FIELD_NAME: list(node_ids)}}
+
+        if document_id is not None and attached_document_ids is not None:
+            raise ValueError(
+                "document_id and attached_document_ids cannot be used together."
+            )
 
         filter_clauses: list[dict[str, Any]] = []
 
@@ -1045,6 +1235,9 @@ class DocumentQuery:
         )
 
         if has_knowledge_scope:
+            # Since this returns an isolated bool should clause, it can be
+            # cached in OpenSearch independently of other clauses in
+            # _get_search_filters.
             knowledge_filter: dict[str, Any] = {
                 "bool": {"should": [], "minimum_should_match": 1}
             }

backend/onyx/document_index/vespa/vespa_document_index.py

@@ -610,6 +610,22 @@ class VespaDocumentIndex(DocumentIndex):
 
         return cleanup_content_for_chunks(query_vespa(params))
 
+    def keyword_retrieval(
+        self,
+        query: str,
+        filters: IndexFilters,
+        num_to_retrieve: int,
+    ) -> list[InferenceChunk]:
+        raise NotImplementedError
+
+    def semantic_retrieval(
+        self,
+        query_embedding: Embedding,
+        filters: IndexFilters,
+        num_to_retrieve: int,
+    ) -> list[InferenceChunk]:
+        raise NotImplementedError
+
     def random_retrieval(
         self,
         filters: IndexFilters,

backend/onyx/error_handling/error_codes.py

@@ -44,6 +44,7 @@ class OnyxErrorCode(Enum):
     VALIDATION_ERROR = ("VALIDATION_ERROR", 400)
     INVALID_INPUT = ("INVALID_INPUT", 400)
     MISSING_REQUIRED_FIELD = ("MISSING_REQUIRED_FIELD", 400)
+    QUERY_REJECTED = ("QUERY_REJECTED", 400)
 
     # ------------------------------------------------------------------
     # Not Found (404)

backend/onyx/file_processing/extract_file_text.py

@@ -49,9 +49,21 @@ KNOWN_OPENPYXL_BUGS = [
 
 def get_markitdown_converter() -> "MarkItDown":
     global _MARKITDOWN_CONVERTER
-    from markitdown import MarkItDown
 
     if _MARKITDOWN_CONVERTER is None:
+        from markitdown import MarkItDown
+
+        # Patch this function to effectively no-op because we were seeing this
+        # module take an inordinate amount of time to convert charts to markdown,
+        # making some powerpoint files with many or complicated charts nearly
+        # unindexable.
+        from markitdown.converters._pptx_converter import PptxConverter
+
+        setattr(
+            PptxConverter,
+            "_convert_chart_to_markdown",
+            lambda self, chart: "\n\n[chart omitted]\n\n",  # noqa: ARG005
+        )
         _MARKITDOWN_CONVERTER = MarkItDown(enable_plugins=False)
     return _MARKITDOWN_CONVERTER
 
@@ -202,18 +214,26 @@ def read_pdf_file(
     try:
         pdf_reader = PdfReader(file)
 
-        if pdf_reader.is_encrypted and pdf_pass is not None:
+        if pdf_reader.is_encrypted:
+            # Try the explicit password first, then fall back to an empty
+            # string.  Owner-password-only PDFs (permission restrictions but
+            # no open password) decrypt successfully with "".
+            # See https://github.com/onyx-dot-app/onyx/issues/9754
+            passwords = [p for p in [pdf_pass, ""] if p is not None]
             decrypt_success = False
-            try:
-                decrypt_success = pdf_reader.decrypt(pdf_pass) != 0
-            except Exception:
-                logger.error("Unable to decrypt pdf")
+            for pw in passwords:
+                try:
+                    if pdf_reader.decrypt(pw) != 0:
+                        decrypt_success = True
+                        break
+                except Exception:
+                    pass
 
             if not decrypt_success:
+                logger.error(
+                    "Encrypted PDF could not be decrypted, returning empty text."
+                )
                 return "", metadata, []
-        elif pdf_reader.is_encrypted:
-            logger.warning("No Password for an encrypted PDF, returning empty text.")
-            return "", metadata, []
 
         # Basic PDF metadata
         if pdf_reader.metadata is not None:

backend/onyx/file_processing/password_validation.py

@@ -33,8 +33,20 @@ def is_pdf_protected(file: IO[Any]) -> bool:
 
     with preserve_position(file):
         reader = PdfReader(file)
+        if not reader.is_encrypted:
+            return False
 
-    return bool(reader.is_encrypted)
+        # PDFs with only an owner password (permission restrictions like
+        # print/copy disabled) use an empty user password — any viewer can open
+        # them without prompting.  decrypt("") returns 0 only when a real user
+        # password is required.  See https://github.com/onyx-dot-app/onyx/issues/9754
+        try:
+            return reader.decrypt("") == 0
+        except Exception:
+            logger.exception(
+                "Failed to evaluate PDF encryption; treating as password protected"
+            )
+            return True
 
 
 def is_docx_protected(file: IO[Any]) -> bool:

backend/onyx/hooks/executor.py

@@ -5,6 +5,7 @@ Usage (Celery tasks and FastAPI handlers):
         db_session=db_session,
         hook_point=HookPoint.QUERY_PROCESSING,
         payload={"query": "...", "user_email": "...", "chat_session_id": "..."},
+        response_type=QueryProcessingResponse,
     )
 
     if isinstance(result, HookSkipped):
@@ -14,7 +15,7 @@ Usage (Celery tasks and FastAPI handlers):
         # hook failed but fail strategy is SOFT — continue with original behavior
         ...
     else:
-        # result is the response payload dict from the customer's endpoint
+        # result is a validated Pydantic model instance (response_type)
         ...
 
 is_reachable update policy
@@ -53,9 +54,11 @@ The executor uses three sessions:
 import json
 import time
 from typing import Any
+from typing import TypeVar
 
 import httpx
 from pydantic import BaseModel
+from pydantic import ValidationError
 from sqlalchemy.orm import Session
 
 from onyx.db.engine.sql_engine import get_session_with_current_tenant
@@ -81,6 +84,9 @@ class HookSoftFailed:
     """Hook was called but failed with SOFT fail strategy — continuing."""
 
 
+T = TypeVar("T", bound=BaseModel)
+
+
 # ---------------------------------------------------------------------------
 # Private helpers
 # ---------------------------------------------------------------------------
@@ -268,22 +274,21 @@ def _persist_result(
 # ---------------------------------------------------------------------------
 
 
-def execute_hook(
-    *,
-    db_session: Session,
-    hook_point: HookPoint,
+def _execute_hook_inner(
+    hook: Hook,
     payload: dict[str, Any],
-) -> dict[str, Any] | HookSkipped | HookSoftFailed:
-    """Execute the hook for the given hook point synchronously."""
-    hook = _lookup_hook(db_session, hook_point)
-    if isinstance(hook, HookSkipped):
-        return hook
+    response_type: type[T],
+) -> T | HookSoftFailed:
+    """Make the HTTP call, validate the response, and return a typed model.
 
+    Raises OnyxError on HARD failure. Returns HookSoftFailed on SOFT failure.
+    """
     timeout = hook.timeout_seconds
     hook_id = hook.id
     fail_strategy = hook.fail_strategy
     endpoint_url = hook.endpoint_url
     current_is_reachable: bool | None = hook.is_reachable
+
     if not endpoint_url:
         raise ValueError(
             f"hook_id={hook_id} is active but has no endpoint_url — "
@@ -300,13 +305,36 @@ def execute_hook(
         headers: dict[str, str] = {"Content-Type": "application/json"}
         if api_key:
             headers["Authorization"] = f"Bearer {api_key}"
-        with httpx.Client(timeout=timeout) as client:
+        with httpx.Client(
+            timeout=timeout, follow_redirects=False
+        ) as client:  # SSRF guard: never follow redirects
             response = client.post(endpoint_url, json=payload, headers=headers)
     except Exception as e:
         exc = e
     duration_ms = int((time.monotonic() - start) * 1000)
 
     outcome = _process_response(response=response, exc=exc, timeout=timeout)
+
+    # Validate the response payload against response_type.
+    # A validation failure downgrades the outcome to a failure so it is logged,
+    # is_reachable is left unchanged (server responded — just a bad payload),
+    # and fail_strategy is respected below.
+    validated_model: T | None = None
+    if outcome.is_success and outcome.response_payload is not None:
+        try:
+            validated_model = response_type.model_validate(outcome.response_payload)
+        except ValidationError as e:
+            msg = (
+                f"Hook response failed validation against {response_type.__name__}: {e}"
+            )
+            outcome = _HttpOutcome(
+                is_success=False,
+                updated_is_reachable=None,  # server responded — reachability unchanged
+                status_code=outcome.status_code,
+                error_message=msg,
+                response_payload=None,
+            )
+
     # Skip the is_reachable write when the value would not change — avoids a
     # no-op DB round-trip on every call when the hook is already in the expected state.
     if outcome.updated_is_reachable == current_is_reachable:
@@ -323,8 +351,41 @@ def execute_hook(
             f"Hook execution failed (soft fail) for hook_id={hook_id}: {outcome.error_message}"
         )
         return HookSoftFailed()
-    if outcome.response_payload is None:
-        raise ValueError(
-            f"response_payload is None for successful hook call (hook_id={hook_id})"
+
+    if validated_model is None:
+        raise OnyxError(
+            OnyxErrorCode.INTERNAL_ERROR,
+            f"validated_model is None for successful hook call (hook_id={hook_id})",
         )
-    return outcome.response_payload
+    return validated_model
+
+
+def execute_hook(
+    *,
+    db_session: Session,
+    hook_point: HookPoint,
+    payload: dict[str, Any],
+    response_type: type[T],
+) -> T | HookSkipped | HookSoftFailed:
+    """Execute the hook for the given hook point synchronously.
+
+    Returns HookSkipped if no active hook is configured, HookSoftFailed if the
+    hook failed with SOFT fail strategy, or a validated response model on success.
+    Raises OnyxError on HARD failure or if the hook is misconfigured.
+    """
+    hook = _lookup_hook(db_session, hook_point)
+    if isinstance(hook, HookSkipped):
+        return hook
+
+    fail_strategy = hook.fail_strategy
+    hook_id = hook.id
+
+    try:
+        return _execute_hook_inner(hook, payload, response_type)
+    except Exception:
+        if fail_strategy == HookFailStrategy.SOFT:
+            logger.exception(
+                f"Unexpected error in hook execution (soft fail) for hook_id={hook_id}"
+            )
+            return HookSoftFailed()
+        raise

backend/onyx/hooks/models.py

@@ -91,6 +91,8 @@ class HookResponse(BaseModel):
     # Nullable to match the DB column — endpoint_url is required on creation but
     # future hook point types may not use an external endpoint (e.g. built-in handlers).
     endpoint_url: str | None
+    # Partially-masked API key (e.g. "abcd••••••••wxyz"), or None if no key is set.
+    api_key_masked: str | None
     fail_strategy: HookFailStrategy
     timeout_seconds: float  # always resolved — None from request is replaced with spec default before DB write
     is_active: bool

backend/onyx/hooks/points/base.py

@@ -51,13 +51,12 @@ class HookPointSpec:
     output_schema: ClassVar[dict[str, Any]]
 
     def __init_subclass__(cls, **kwargs: object) -> None:
-        """Enforce that every concrete subclass declares all required class attributes.
+        """Enforce that every subclass declares all required class attributes.
 
         Called automatically by Python whenever a class inherits from HookPointSpec.
-        Abstract subclasses (those still carrying unimplemented abstract methods) are
-        skipped — they are intermediate base classes and may not yet define everything.
-        Only fully concrete subclasses are validated, ensuring a clear TypeError at
-        import time rather than a confusing AttributeError at runtime.
+        Raises TypeError at import time if any required attribute is missing or if
+        payload_model / response_model are not Pydantic BaseModel subclasses.
+        input_schema and output_schema are derived automatically from the models.
         """
         super().__init_subclass__(**kwargs)
         missing = [attr for attr in _REQUIRED_ATTRS if not hasattr(cls, attr)]

backend/onyx/hooks/points/document_ingestion.py

@@ -26,6 +26,8 @@ class DocumentIngestionSpec(HookPointSpec):
     default_timeout_seconds = 30.0
     fail_hard_description = "The document will not be indexed."
     default_fail_strategy = HookFailStrategy.HARD
+    # TODO(Bo-Onyx): update later
+    docs_url = "https://docs.google.com/document/d/1pGhB8Wcnhhj8rS4baEJL6CX05yFhuIDNk1gbBRiWu94/edit?tab=t.ue263ual5vdi"
 
     payload_model = DocumentIngestionPayload
     response_model = DocumentIngestionResponse

backend/onyx/hooks/points/query_processing.py

@@ -15,7 +15,7 @@ class QueryProcessingPayload(BaseModel):
         description="Email of the user submitting the query, or null if unauthenticated."
     )
     chat_session_id: str = Field(
-        description="UUID of the chat session. Always present — the session is guaranteed to exist by the time this hook fires."
+        description="UUID of the chat session, formatted as a hyphenated lowercase string (e.g. '550e8400-e29b-41d4-a716-446655440000'). Always present — the session is guaranteed to exist by the time this hook fires."
     )
 
 
@@ -25,7 +25,7 @@ class QueryProcessingResponse(BaseModel):
         default=None,
         description=(
             "The query to use in the pipeline. "
-            "Null, empty string, or absent = reject the query."
+            "Null, empty string, whitespace-only, or absent = reject the query."
         ),
     )
     rejection_message: str | None = Field(
@@ -65,6 +65,8 @@ class QueryProcessingSpec(HookPointSpec):
         "The query will be blocked and the user will see an error message."
     )
     default_fail_strategy = HookFailStrategy.HARD
+    # TODO(Bo-Onyx): update later
+    docs_url = "https://docs.google.com/document/d/1pGhB8Wcnhhj8rS4baEJL6CX05yFhuIDNk1gbBRiWu94/edit?tab=t.g2r1a1699u87"
 
     payload_model = QueryProcessingPayload
     response_model = QueryProcessingResponse

backend/onyx/llm/constants.py

@@ -25,6 +25,7 @@ class LlmProviderNames(str, Enum):
     LM_STUDIO = "lm_studio"
     MISTRAL = "mistral"
     LITELLM_PROXY = "litellm_proxy"
+    BIFROST = "bifrost"
 
     def __str__(self) -> str:
         """Needed so things like:
@@ -44,6 +45,7 @@ WELL_KNOWN_PROVIDER_NAMES = [
     LlmProviderNames.OLLAMA_CHAT,
     LlmProviderNames.LM_STUDIO,
     LlmProviderNames.LITELLM_PROXY,
+    LlmProviderNames.BIFROST,
 ]
 
 
@@ -61,6 +63,7 @@ PROVIDER_DISPLAY_NAMES: dict[str, str] = {
     LlmProviderNames.OLLAMA_CHAT: "Ollama",
     LlmProviderNames.LM_STUDIO: "LM Studio",
     LlmProviderNames.LITELLM_PROXY: "LiteLLM Proxy",
+    LlmProviderNames.BIFROST: "Bifrost",
     "groq": "Groq",
     "anyscale": "Anyscale",
     "deepseek": "DeepSeek",
@@ -112,6 +115,7 @@ AGGREGATOR_PROVIDERS: set[str] = {
     LlmProviderNames.VERTEX_AI,
     LlmProviderNames.AZURE,
     LlmProviderNames.LITELLM_PROXY,
+    LlmProviderNames.BIFROST,
 }
 
 # Model family name mappings for display name generation

backend/onyx/llm/multi_llm.py

@@ -185,6 +185,21 @@ def _messages_contain_tool_content(messages: list[dict[str, Any]]) -> bool:
     return False
 
 
+def _prompt_contains_tool_call_history(prompt: LanguageModelInput) -> bool:
+    """Check if the prompt contains any assistant messages with tool_calls.
+
+    When Anthropic's extended thinking is enabled, the API requires every
+    assistant message to start with a thinking block before any tool_use
+    blocks.  Since we don't preserve thinking_blocks (they carry
+    cryptographic signatures that can't be reconstructed), we must skip
+    the thinking param whenever history contains prior tool-calling turns.
+    """
+    from onyx.llm.models import AssistantMessage
+
+    msgs = prompt if isinstance(prompt, list) else [prompt]
+    return any(isinstance(msg, AssistantMessage) and msg.tool_calls for msg in msgs)
+
+
 def _is_vertex_model_rejecting_output_config(model_name: str) -> bool:
     normalized_model_name = model_name.lower()
     return any(
@@ -290,6 +305,17 @@ class LitellmLLM(LLM):
         ):
             model_kwargs[VERTEX_LOCATION_KWARG] = "global"
 
+        # Bifrost: OpenAI-compatible proxy that expects model names in
+        # provider/model format (e.g. "anthropic/claude-sonnet-4-6").
+        # We route through LiteLLM's openai provider with the Bifrost base URL,
+        # and ensure /v1 is appended.
+        if model_provider == LlmProviderNames.BIFROST:
+            self._custom_llm_provider = "openai"
+            if self._api_base is not None:
+                base = self._api_base.rstrip("/")
+                self._api_base = base if base.endswith("/v1") else f"{base}/v1"
+                model_kwargs["api_base"] = self._api_base
+
         # This is needed for Ollama to do proper function calling
         if model_provider == LlmProviderNames.OLLAMA_CHAT and api_base is not None:
             model_kwargs["api_base"] = api_base
@@ -401,14 +427,20 @@ class LitellmLLM(LLM):
         optional_kwargs: dict[str, Any] = {}
 
         # Model name
+        is_bifrost = self._model_provider == LlmProviderNames.BIFROST
         model_provider = (
             f"{self.config.model_provider}/responses"
             if is_openai_model  # Uses litellm's completions -> responses bridge
             else self.config.model_provider
         )
-        model = (
-            f"{model_provider}/{self.config.deployment_name or self.config.model_name}"
-        )
+        if is_bifrost:
+            # Bifrost expects model names in provider/model format
+            # (e.g. "anthropic/claude-sonnet-4-6") sent directly to its
+            # OpenAI-compatible endpoint. We use custom_llm_provider="openai"
+            # so LiteLLM doesn't try to route based on the provider prefix.
+            model = self.config.deployment_name or self.config.model_name
+        else:
+            model = f"{model_provider}/{self.config.deployment_name or self.config.model_name}"
 
         # Tool choice
         if is_claude_model and tool_choice == ToolChoiceOptions.REQUIRED:
@@ -449,7 +481,20 @@ class LitellmLLM(LLM):
                     reasoning_effort
                 )
 
-                if budget_tokens is not None:
+                # Anthropic requires every assistant message with tool_use
+                # blocks to start with a thinking block that carries a
+                # cryptographic signature.  We don't preserve those blocks
+                # across turns, so skip thinking when the history already
+                # contains tool-calling assistant messages.  LiteLLM's
+                # modify_params workaround doesn't cover all providers
+                # (notably Bedrock).
+                can_enable_thinking = (
+                    budget_tokens is not None
+                    and not _prompt_contains_tool_call_history(prompt)
+                )
+
+                if can_enable_thinking:
+                    assert budget_tokens is not None  # mypy
                     if max_tokens is not None:
                         # Anthropic has a weird rule where max token has to be at least as much as budget tokens if set
                         # and the minimum budget tokens is 1024
@@ -483,10 +528,11 @@ class LitellmLLM(LLM):
         if structured_response_format:
             optional_kwargs["response_format"] = structured_response_format
 
-        if not (is_claude_model or is_ollama or is_mistral):
+        if not (is_claude_model or is_ollama or is_mistral) or is_bifrost:
             # Litellm bug: tool_choice is dropped silently if not specified here for OpenAI
             # However, this param breaks Anthropic and Mistral models,
-            # so it must be conditionally included.
+            # so it must be conditionally included unless the request is
+            # routed through Bifrost's OpenAI-compatible endpoint.
             # Additionally, tool_choice is not supported by Ollama and causes warnings if included.
             # See also, https://github.com/ollama/ollama/issues/11171
             optional_kwargs["allowed_openai_params"] = ["tool_choice"]

backend/onyx/llm/override_models.py

@@ -11,6 +11,7 @@ class LLMOverride(BaseModel):
     model_provider: str | None = None
     model_version: str | None = None
     temperature: float | None = None
+    display_name: str | None = None
 
     # This disables the "model_" protected namespace for pydantic
     model_config = {"protected_namespaces": ()}

backend/onyx/llm/well_known_providers/constants.py

@@ -13,6 +13,8 @@ LM_STUDIO_API_KEY_CONFIG_KEY = "LM_STUDIO_API_KEY"
 
 LITELLM_PROXY_PROVIDER_NAME = "litellm_proxy"
 
+BIFROST_PROVIDER_NAME = "bifrost"
+
 # Providers that use optional Bearer auth from custom_config
 PROVIDERS_WITH_SPECIAL_API_KEY_HANDLING: dict[str, str] = {
     LlmProviderNames.OLLAMA_CHAT: OLLAMA_API_KEY_CONFIG_KEY,

backend/onyx/llm/well_known_providers/llm_provider_options.py

@@ -15,6 +15,7 @@ from onyx.llm.well_known_providers.auto_update_service import (
 from onyx.llm.well_known_providers.constants import ANTHROPIC_PROVIDER_NAME
 from onyx.llm.well_known_providers.constants import AZURE_PROVIDER_NAME
 from onyx.llm.well_known_providers.constants import BEDROCK_PROVIDER_NAME
+from onyx.llm.well_known_providers.constants import BIFROST_PROVIDER_NAME
 from onyx.llm.well_known_providers.constants import LITELLM_PROXY_PROVIDER_NAME
 from onyx.llm.well_known_providers.constants import LM_STUDIO_PROVIDER_NAME
 from onyx.llm.well_known_providers.constants import OLLAMA_PROVIDER_NAME
@@ -49,6 +50,7 @@ def _get_provider_to_models_map() -> dict[str, list[str]]:
         LM_STUDIO_PROVIDER_NAME: [],  # Dynamic - fetched from LM Studio API
         OPENROUTER_PROVIDER_NAME: [],  # Dynamic - fetched from OpenRouter API
         LITELLM_PROXY_PROVIDER_NAME: [],  # Dynamic - fetched from LiteLLM proxy API
+        BIFROST_PROVIDER_NAME: [],  # Dynamic - fetched from Bifrost API
     }
 
 

backend/onyx/mcp_server_main.py

@@ -6,6 +6,7 @@ from onyx.configs.app_configs import MCP_SERVER_ENABLED
 from onyx.configs.app_configs import MCP_SERVER_HOST
 from onyx.configs.app_configs import MCP_SERVER_PORT
 from onyx.utils.logger import setup_logger
+from onyx.utils.variable_functionality import set_is_ee_based_on_env_variable
 
 logger = setup_logger()
 
@@ -16,6 +17,7 @@ def main() -> None:
         logger.info("MCP server is disabled (MCP_SERVER_ENABLED=false)")
         return
 
+    set_is_ee_based_on_env_variable()
     logger.info(f"Starting MCP server on {MCP_SERVER_HOST}:{MCP_SERVER_PORT}")
 
     from onyx.mcp_server.api import mcp_app

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

@@ -690,9 +690,9 @@
       }
     },
     "node_modules/@dotenvx/dotenvx/node_modules/picomatch": {
-      "version": "4.0.3",
-      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.3.tgz",
-      "integrity": "sha512-5gTmgEY/sqK6gFXLIsQNH19lWb4ebPDLA4SdLP7dsWkIXHWlG66oPuVvXSGFPppYZz8ZDZq0dYYrbHfBCVUb1Q==",
+      "version": "4.0.4",
+      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.4.tgz",
+      "integrity": "sha512-QP88BAKvMam/3NxH6vj2o21R6MjxZUAd6nlwAS/pnGvN9IVLocLHxGYIzFhg6fUQ+5th6P4dv4eW9jX3DSIj7A==",
       "license": "MIT",
       "engines": {
         "node": ">=12"
@@ -9537,9 +9537,9 @@
       "license": "ISC"
     },
     "node_modules/picomatch": {
-      "version": "2.3.1",
-      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-2.3.1.tgz",
-      "integrity": "sha512-JU3teHTNjmE2VCGFzuY8EXzCDVwEqB2a8fsIvwaStHhAWJEeVd1o1QD80CU6+ZdEXXSLbSsuLwJjkCBWqRQUVA==",
+      "version": "2.3.2",
+      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-2.3.2.tgz",
+      "integrity": "sha512-V7+vQEJ06Z+c5tSye8S+nHUfI51xoXIXjHQ99cQtKUkQqqO1kO/KCJUfZXuB47h/YBlDhah2H3hdUGXn8ie0oA==",
       "license": "MIT",
       "engines": {
         "node": ">=8.6"
@@ -11118,9 +11118,9 @@
       }
     },
     "node_modules/tinyglobby/node_modules/picomatch": {
-      "version": "4.0.3",
-      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.3.tgz",
-      "integrity": "sha512-5gTmgEY/sqK6gFXLIsQNH19lWb4ebPDLA4SdLP7dsWkIXHWlG66oPuVvXSGFPppYZz8ZDZq0dYYrbHfBCVUb1Q==",
+      "version": "4.0.4",
+      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.4.tgz",
+      "integrity": "sha512-QP88BAKvMam/3NxH6vj2o21R6MjxZUAd6nlwAS/pnGvN9IVLocLHxGYIzFhg6fUQ+5th6P4dv4eW9jX3DSIj7A==",
       "dev": true,
       "license": "MIT",
       "engines": {

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

@@ -44,11 +44,12 @@ def _check_ssrf_safety(endpoint_url: str) -> None:
     """Raise OnyxError if endpoint_url could be used for SSRF.
 
     Delegates to validate_outbound_http_url with https_only=True.
+    Uses BAD_GATEWAY so the frontend maps the error to the Endpoint URL field.
     """
     try:
         validate_outbound_http_url(endpoint_url, https_only=True)
     except (SSRFException, ValueError) as e:
-        raise OnyxError(OnyxErrorCode.INVALID_INPUT, str(e))
+        raise OnyxError(OnyxErrorCode.BAD_GATEWAY, str(e))
 
 
 # ---------------------------------------------------------------------------
@@ -62,6 +63,9 @@ def _hook_to_response(hook: Hook, creator_email: str | None = None) -> HookRespo
         name=hook.name,
         hook_point=hook.hook_point,
         endpoint_url=hook.endpoint_url,
+        api_key_masked=(
+            hook.api_key.get_value(apply_mask=True) if hook.api_key else None
+        ),
         fail_strategy=hook.fail_strategy,
         timeout_seconds=hook.timeout_seconds,
         is_active=hook.is_active,
@@ -138,19 +142,11 @@ def _validate_endpoint(
             )
         return HookValidateResponse(status=HookValidateStatus.passed)
     except httpx.TimeoutException as exc:
-        # ConnectTimeout: TCP handshake never completed → cannot_connect.
-        # ReadTimeout / WriteTimeout: TCP was established, server just responded slowly → timeout.
-        if isinstance(exc, httpx.ConnectTimeout):
-            logger.warning(
-                "Hook endpoint validation: connect timeout for %s",
-                endpoint_url,
-                exc_info=exc,
-            )
-            return HookValidateResponse(
-                status=HookValidateStatus.cannot_connect, error_message=str(exc)
-            )
+        # Any timeout (connect, read, or write) means the configured timeout_seconds
+        # is too low for this endpoint. Report as timeout so the UI directs the user
+        # to increase the timeout setting.
         logger.warning(
-            "Hook endpoint validation: read/write timeout for %s",
+            "Hook endpoint validation: timeout for %s",
             endpoint_url,
             exc_info=exc,
         )
@@ -220,8 +216,8 @@ def create_hook(
     db_session: Session = Depends(get_session),
 ) -> HookResponse:
     """Create a new hook. The endpoint is validated before persisting — creation fails if
-    the endpoint cannot be reached or the api_key is invalid. Hooks are created inactive;
-    use POST /{hook_id}/activate once ready to receive traffic."""
+    the endpoint cannot be reached or the api_key is invalid. Hooks are created active.
+    """
     spec = get_hook_point_spec(req.hook_point)
     api_key = req.api_key.get_secret_value() if req.api_key else None
     validation = _validate_endpoint(
@@ -240,9 +236,10 @@ def create_hook(
         api_key=api_key,
         fail_strategy=req.fail_strategy or spec.default_fail_strategy,
         timeout_seconds=req.timeout_seconds or spec.default_timeout_seconds,
+        is_active=True,
+        is_reachable=True,
         creator_id=user.id,
     )
-    hook.is_reachable = True
     db_session.commit()
     return _hook_to_response(hook, creator_email=user.email)
 

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

@@ -57,6 +57,8 @@ from onyx.llm.well_known_providers.llm_provider_options import (
 )
 from onyx.server.manage.llm.models import BedrockFinalModelResponse
 from onyx.server.manage.llm.models import BedrockModelsRequest
+from onyx.server.manage.llm.models import BifrostFinalModelResponse
+from onyx.server.manage.llm.models import BifrostModelsRequest
 from onyx.server.manage.llm.models import DefaultModel
 from onyx.server.manage.llm.models import LitellmFinalModelResponse
 from onyx.server.manage.llm.models import LitellmModelDetails
@@ -1422,11 +1424,26 @@ def _get_litellm_models_response(api_key: str, api_base: str) -> dict:
     cleaned_api_base = api_base.strip().rstrip("/")
     url = f"{cleaned_api_base}/v1/models"
 
+    return _get_openai_compatible_models_response(
+        url=url,
+        source_name="LiteLLM proxy",
+        api_key=api_key,
+    )
+
+
+def _get_openai_compatible_models_response(
+    url: str,
+    source_name: str,
+    api_key: str | None = None,
+) -> dict:
+    """Fetch model metadata from an OpenAI-compatible `/models` endpoint."""
     headers = {
         "Authorization": f"Bearer {api_key}",
         "HTTP-Referer": "https://onyx.app",
         "X-Title": "Onyx",
     }
+    if not api_key:
+        headers.pop("Authorization")
 
     try:
         response = httpx.get(url, headers=headers, timeout=10.0)
@@ -1436,20 +1453,125 @@ def _get_litellm_models_response(api_key: str, api_base: str) -> dict:
         if e.response.status_code == 401:
             raise OnyxError(
                 OnyxErrorCode.VALIDATION_ERROR,
-                "Authentication failed: invalid or missing API key for LiteLLM proxy.",
+                f"Authentication failed: invalid or missing API key for {source_name}.",
             )
         elif e.response.status_code == 404:
             raise OnyxError(
                 OnyxErrorCode.VALIDATION_ERROR,
-                f"LiteLLM models endpoint not found at {url}. Please verify the API base URL.",
+                f"{source_name} models endpoint not found at {url}. Please verify the API base URL.",
             )
         else:
             raise OnyxError(
                 OnyxErrorCode.BAD_GATEWAY,
-                f"Failed to fetch LiteLLM models: {e}",
+                f"Failed to fetch {source_name} models: {e}",
             )
-    except Exception as e:
+    except httpx.RequestError as e:
+        logger.warning(
+            "Failed to fetch models from OpenAI-compatible endpoint",
+            extra={"source": source_name, "url": url, "error": str(e)},
+            exc_info=True,
+        )
         raise OnyxError(
             OnyxErrorCode.BAD_GATEWAY,
-            f"Failed to fetch LiteLLM models: {e}",
+            f"Failed to fetch {source_name} models: {e}",
         )
+    except ValueError as e:
+        logger.warning(
+            "Received invalid model response from OpenAI-compatible endpoint",
+            extra={"source": source_name, "url": url, "error": str(e)},
+            exc_info=True,
+        )
+        raise OnyxError(
+            OnyxErrorCode.BAD_GATEWAY,
+            f"Failed to fetch {source_name} models: {e}",
+        )
+
+
+@admin_router.post("/bifrost/available-models")
+def get_bifrost_available_models(
+    request: BifrostModelsRequest,
+    _: User = Depends(current_admin_user),
+    db_session: Session = Depends(get_session),
+) -> list[BifrostFinalModelResponse]:
+    """Fetch available models from Bifrost gateway /v1/models endpoint."""
+    response_json = _get_bifrost_models_response(
+        api_base=request.api_base, api_key=request.api_key
+    )
+
+    models = response_json.get("data", [])
+    if not isinstance(models, list) or len(models) == 0:
+        raise OnyxError(
+            OnyxErrorCode.VALIDATION_ERROR,
+            "No models found from your Bifrost endpoint",
+        )
+
+    results: list[BifrostFinalModelResponse] = []
+    for model in models:
+        try:
+            model_id = model.get("id", "")
+            model_name = model.get("name", model_id)
+
+            if not model_id:
+                continue
+
+            # Skip embedding models
+            if is_embedding_model(model_id):
+                continue
+
+            results.append(
+                BifrostFinalModelResponse(
+                    name=model_id,
+                    display_name=model_name,
+                    max_input_tokens=model.get("context_length"),
+                    supports_image_input=infer_vision_support(model_id),
+                    supports_reasoning=is_reasoning_model(model_id, model_name),
+                )
+            )
+        except Exception as e:
+            logger.warning(
+                "Failed to parse Bifrost model entry",
+                extra={"error": str(e), "item": str(model)[:1000]},
+            )
+
+    if not results:
+        raise OnyxError(
+            OnyxErrorCode.VALIDATION_ERROR,
+            "No compatible models found from Bifrost",
+        )
+
+    sorted_results = sorted(results, key=lambda m: m.name.lower())
+
+    # Sync new models to DB if provider_name is specified
+    if request.provider_name:
+        _sync_fetched_models(
+            db_session=db_session,
+            provider_name=request.provider_name,
+            models=[
+                SyncModelEntry(
+                    name=r.name,
+                    display_name=r.display_name,
+                    max_input_tokens=r.max_input_tokens,
+                    supports_image_input=r.supports_image_input,
+                )
+                for r in sorted_results
+            ],
+            source_label="Bifrost",
+        )
+
+    return sorted_results
+
+
+def _get_bifrost_models_response(api_base: str, api_key: str | None = None) -> dict:
+    """Perform GET to Bifrost /v1/models and return parsed JSON."""
+    cleaned_api_base = api_base.strip().rstrip("/")
+    # Ensure we hit /v1/models
+    if cleaned_api_base.endswith("/v1"):
+        url = f"{cleaned_api_base}/models"
+    else:
+        url = f"{cleaned_api_base}/v1/models"
+
+    return _get_openai_compatible_models_response(
+        url=url,
+        source_name="Bifrost",
+        api_key=api_key,
+    )

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

@@ -449,3 +449,18 @@ class LitellmModelDetails(BaseModel):
 class LitellmFinalModelResponse(BaseModel):
     provider_name: str  # Provider name (e.g. "openai")
     model_name: str  # Model ID (e.g. "gpt-4o")
+
+
+# Bifrost dynamic models fetch
+class BifrostModelsRequest(BaseModel):
+    api_base: str
+    api_key: str | None = None
+    provider_name: str | None = None  # Optional: to save models to existing provider
+
+
+class BifrostFinalModelResponse(BaseModel):
+    name: str  # Model ID in provider/model format (e.g. "anthropic/claude-sonnet-4-6")
+    display_name: str  # Human-readable name from Bifrost API
+    max_input_tokens: int | None
+    supports_image_input: bool
+    supports_reasoning: bool

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

@@ -25,6 +25,7 @@ DYNAMIC_LLM_PROVIDERS = frozenset(
         LlmProviderNames.BEDROCK,
         LlmProviderNames.OLLAMA_CHAT,
         LlmProviderNames.LM_STUDIO,
+        LlmProviderNames.BIFROST,
     }
 )
 
@@ -50,6 +51,25 @@ BEDROCK_VISION_MODELS = frozenset(
     }
 )
 
+# Known Bifrost/OpenAI-compatible vision-capable model families where the
+# source API does not expose this metadata directly.
+BIFROST_VISION_MODEL_FAMILIES = frozenset(
+    {
+        "anthropic/claude-3",
+        "anthropic/claude-4",
+        "amazon/nova-pro",
+        "amazon/nova-lite",
+        "amazon/nova-premier",
+        "openai/gpt-4o",
+        "openai/gpt-4.1",
+        "google/gemini",
+        "meta-llama/llama-3.2",
+        "mistral/pixtral",
+        "qwen/qwen2.5-vl",
+        "qwen/qwen-vl",
+    }
+)
+
 
 def is_valid_bedrock_model(
     model_id: str,
@@ -76,11 +96,18 @@ def is_valid_bedrock_model(
 def infer_vision_support(model_id: str) -> bool:
     """Infer vision support from model ID when base model metadata unavailable.
 
-    Used for cross-region inference profiles when the base model isn't
-    available in the user's region.
+    Used for providers like Bedrock and Bifrost where vision support may
+    need to be inferred from vendor/model naming conventions.
     """
     model_id_lower = model_id.lower()
-    return any(vision_model in model_id_lower for vision_model in BEDROCK_VISION_MODELS)
+    if any(vision_model in model_id_lower for vision_model in BEDROCK_VISION_MODELS):
+        return True
+
+    normalized_model_id = model_id_lower.replace(".", "/")
+    return any(
+        vision_model in normalized_model_id
+        for vision_model in BIFROST_VISION_MODEL_FAMILIES
+    )
 
 
 def generate_bedrock_display_name(model_id: str) -> str:
@@ -322,7 +349,7 @@ def extract_vendor_from_model_name(model_name: str, provider: str) -> str | None
         - Ollama: "llama3:70b" → "Meta"
         - Ollama: "qwen2.5:7b" → "Alibaba"
     """
-    if provider == LlmProviderNames.OPENROUTER:
+    if provider in (LlmProviderNames.OPENROUTER, LlmProviderNames.BIFROST):
         # Format: "vendor/model-name" e.g., "anthropic/claude-3-5-sonnet"
         if "/" in model_name:
             vendor_key = model_name.split("/")[0].lower()

backend/onyx/server/manage/models.py

@@ -147,6 +147,7 @@ class UserInfo(BaseModel):
         is_anonymous_user: bool | None = None,
         tenant_info: TenantInfo | None = None,
         assistant_specific_configs: UserSpecificAssistantPreferences | None = None,
+        memories: list[MemoryItem] | None = None,
     ) -> "UserInfo":
         return cls(
             id=str(user.id),
@@ -191,10 +192,7 @@ class UserInfo(BaseModel):
                 role=user.personal_role or "",
                 use_memories=user.use_memories,
                 enable_memory_tool=user.enable_memory_tool,
-                memories=[
-                    MemoryItem(id=memory.id, content=memory.memory_text)
-                    for memory in (user.memories or [])
-                ],
+                memories=memories or [],
                 user_preferences=user.user_preferences or "",
             ),
         )

backend/onyx/server/manage/users.py

@@ -57,6 +57,7 @@ from onyx.db.user_preferences import activate_user
 from onyx.db.user_preferences import deactivate_user
 from onyx.db.user_preferences import get_all_user_assistant_specific_configs
 from onyx.db.user_preferences import get_latest_access_token_for_user
+from onyx.db.user_preferences import get_memories_for_user
 from onyx.db.user_preferences import update_assistant_preferences
 from onyx.db.user_preferences import update_user_assistant_visibility
 from onyx.db.user_preferences import update_user_auto_scroll
@@ -823,6 +824,11 @@ def verify_user_logged_in(
             [],
         ),
     )
+    memories = [
+        MemoryItem(id=memory.id, content=memory.memory_text)
+        for memory in get_memories_for_user(user.id, db_session)
+    ]
+
     user_info = UserInfo.from_model(
         user,
         current_token_created_at=token_created_at,
@@ -833,6 +839,7 @@ def verify_user_logged_in(
             new_tenant=new_tenant,
             invitation=tenant_invitation,
         ),
+        memories=memories,
     )
 
     return user_info
@@ -930,7 +937,8 @@ def update_user_personalization_api(
         else user.enable_memory_tool
     )
     existing_memories = [
-        MemoryItem(id=memory.id, content=memory.memory_text) for memory in user.memories
+        MemoryItem(id=memory.id, content=memory.memory_text)
+        for memory in get_memories_for_user(user.id, db_session)
     ]
     new_memories = (
         request.memories if request.memories is not None else existing_memories

backend/onyx/server/metrics/celery_task_metrics.py

@@ -0,0 +1,207 @@
+"""Generic Celery task lifecycle Prometheus metrics.
+
+Provides signal handlers that track task started/completed/failed counts,
+active task gauge, task duration histograms, and retry/reject/revoke counts.
+These fire for ALL tasks on the worker — no per-connector enrichment
+(see indexing_task_metrics.py for that).
+
+Usage in a worker app module:
+    from onyx.server.metrics.celery_task_metrics import (
+        on_celery_task_prerun,
+        on_celery_task_postrun,
+        on_celery_task_retry,
+        on_celery_task_revoked,
+        on_celery_task_rejected,
+    )
+    # Call from the worker's existing signal handlers
+"""
+
+import threading
+import time
+
+from celery import Task
+from prometheus_client import Counter
+from prometheus_client import Gauge
+from prometheus_client import Histogram
+
+from onyx.utils.logger import setup_logger
+
+logger = setup_logger()
+
+TASK_STARTED = Counter(
+    "onyx_celery_task_started_total",
+    "Total Celery tasks started",
+    ["task_name", "queue"],
+)
+
+TASK_COMPLETED = Counter(
+    "onyx_celery_task_completed_total",
+    "Total Celery tasks completed",
+    ["task_name", "queue", "outcome"],
+)
+
+TASK_DURATION = Histogram(
+    "onyx_celery_task_duration_seconds",
+    "Celery task execution duration in seconds",
+    ["task_name", "queue"],
+    buckets=[1, 5, 15, 30, 60, 120, 300, 600, 1800, 3600],
+)
+
+TASKS_ACTIVE = Gauge(
+    "onyx_celery_tasks_active",
+    "Currently executing Celery tasks",
+    ["task_name", "queue"],
+)
+
+TASK_RETRIED = Counter(
+    "onyx_celery_task_retried_total",
+    "Total Celery tasks retried",
+    ["task_name", "queue"],
+)
+
+TASK_REVOKED = Counter(
+    "onyx_celery_task_revoked_total",
+    "Total Celery tasks revoked (cancelled)",
+    ["task_name"],
+)
+
+TASK_REJECTED = Counter(
+    "onyx_celery_task_rejected_total",
+    "Total Celery tasks rejected by worker",
+    ["task_name"],
+)
+
+# task_id → (monotonic start time, metric labels)
+_task_start_times: dict[str, tuple[float, dict[str, str]]] = {}
+
+# Lock protecting _task_start_times — prerun, postrun, and eviction may
+# run concurrently on thread-pool workers.
+_task_start_times_lock = threading.Lock()
+
+# Entries older than this are evicted on each prerun to prevent unbounded
+# growth when tasks are killed (SIGTERM, OOM) and postrun never fires.
+_MAX_START_TIME_AGE_SECONDS = 3600  # 1 hour
+
+
+def _evict_stale_start_times() -> None:
+    """Remove _task_start_times entries older than _MAX_START_TIME_AGE_SECONDS.
+
+    Must be called while holding _task_start_times_lock.
+    """
+    now = time.monotonic()
+    stale_ids = [
+        tid
+        for tid, (start, _labels) in _task_start_times.items()
+        if now - start > _MAX_START_TIME_AGE_SECONDS
+    ]
+    for tid in stale_ids:
+        entry = _task_start_times.pop(tid, None)
+        if entry is not None:
+            _labels = entry[1]
+            # Decrement active gauge for evicted tasks — these tasks were
+            # started but never completed (killed, OOM, etc.).
+            active_gauge = TASKS_ACTIVE.labels(**_labels)
+            if active_gauge._value.get() > 0:
+                active_gauge.dec()
+
+
+def _get_task_labels(task: Task) -> dict[str, str]:
+    """Extract task_name and queue labels from a Celery Task instance."""
+    task_name = task.name or "unknown"
+    queue = "unknown"
+    try:
+        delivery_info = task.request.delivery_info
+        if delivery_info:
+            queue = delivery_info.get("routing_key") or "unknown"
+    except AttributeError:
+        pass
+    return {"task_name": task_name, "queue": queue}
+
+
+def on_celery_task_prerun(
+    task_id: str | None,
+    task: Task | None,
+) -> None:
+    """Record task start. Call from the worker's task_prerun signal handler."""
+    if task is None or task_id is None:
+        return
+
+    try:
+        labels = _get_task_labels(task)
+        TASK_STARTED.labels(**labels).inc()
+        TASKS_ACTIVE.labels(**labels).inc()
+        with _task_start_times_lock:
+            _evict_stale_start_times()
+            _task_start_times[task_id] = (time.monotonic(), labels)
+    except Exception:
+        logger.debug("Failed to record celery task prerun metrics", exc_info=True)
+
+
+def on_celery_task_postrun(
+    task_id: str | None,
+    task: Task | None,
+    state: str | None,
+) -> None:
+    """Record task completion. Call from the worker's task_postrun signal handler."""
+    if task is None or task_id is None:
+        return
+
+    try:
+        labels = _get_task_labels(task)
+        outcome = "success" if state == "SUCCESS" else "failure"
+        TASK_COMPLETED.labels(**labels, outcome=outcome).inc()
+
+        # Guard against going below 0 if postrun fires without a matching
+        # prerun (e.g. after a worker restart or stale entry eviction).
+        active_gauge = TASKS_ACTIVE.labels(**labels)
+        if active_gauge._value.get() > 0:
+            active_gauge.dec()
+
+        with _task_start_times_lock:
+            entry = _task_start_times.pop(task_id, None)
+        if entry is not None:
+            start_time, _stored_labels = entry
+            TASK_DURATION.labels(**labels).observe(time.monotonic() - start_time)
+    except Exception:
+        logger.debug("Failed to record celery task postrun metrics", exc_info=True)
+
+
+def on_celery_task_retry(
+    _task_id: str | None,
+    task: Task | None,
+) -> None:
+    """Record task retry. Call from the worker's task_retry signal handler."""
+    if task is None:
+        return
+    try:
+        labels = _get_task_labels(task)
+        TASK_RETRIED.labels(**labels).inc()
+    except Exception:
+        logger.debug("Failed to record celery task retry metrics", exc_info=True)
+
+
+def on_celery_task_revoked(
+    _task_id: str | None,
+    task_name: str | None = None,
+) -> None:
+    """Record task revocation. The revoked signal doesn't provide a Task
+    instance, only the task name via sender."""
+    if task_name is None:
+        return
+    try:
+        TASK_REVOKED.labels(task_name=task_name).inc()
+    except Exception:
+        logger.debug("Failed to record celery task revoked metrics", exc_info=True)
+
+
+def on_celery_task_rejected(
+    _task_id: str | None,
+    task_name: str | None = None,
+) -> None:
+    """Record task rejection."""
+    if task_name is None:
+        return
+    try:
+        TASK_REJECTED.labels(task_name=task_name).inc()
+    except Exception:
+        logger.debug("Failed to record celery task rejected metrics", exc_info=True)

backend/onyx/server/metrics/indexing_pipeline.py

@@ -0,0 +1,593 @@
+"""Prometheus collectors for Celery queue depths and indexing pipeline state.
+
+These collectors query Redis and Postgres at scrape time (the Collector pattern),
+so metrics are always fresh when Prometheus scrapes /metrics. They run inside the
+monitoring celery worker which already has Redis and DB access.
+
+To avoid hammering Redis/Postgres on every 15s scrape, results are cached with
+a configurable TTL (default 30s). This means metrics may be up to TTL seconds
+stale, which is fine for monitoring dashboards.
+"""
+
+import json
+import threading
+import time
+from datetime import datetime
+from datetime import timezone
+from typing import Any
+
+from prometheus_client.core import GaugeMetricFamily
+from prometheus_client.registry import Collector
+from redis import Redis
+
+from onyx.background.celery.celery_redis import celery_get_queue_length
+from onyx.background.celery.celery_redis import celery_get_unacked_task_ids
+from onyx.configs.constants import OnyxCeleryQueues
+from onyx.utils.logger import setup_logger
+
+logger = setup_logger()
+
+# Default cache TTL in seconds. Scrapes hitting within this window return
+# the previous result without re-querying Redis/Postgres.
+_DEFAULT_CACHE_TTL = 30.0
+
+_QUEUE_LABEL_MAP: dict[str, str] = {
+    OnyxCeleryQueues.PRIMARY: "primary",
+    OnyxCeleryQueues.DOCPROCESSING: "docprocessing",
+    OnyxCeleryQueues.CONNECTOR_DOC_FETCHING: "docfetching",
+    OnyxCeleryQueues.VESPA_METADATA_SYNC: "vespa_metadata_sync",
+    OnyxCeleryQueues.CONNECTOR_DELETION: "connector_deletion",
+    OnyxCeleryQueues.CONNECTOR_PRUNING: "connector_pruning",
+    OnyxCeleryQueues.CONNECTOR_DOC_PERMISSIONS_SYNC: "permissions_sync",
+    OnyxCeleryQueues.CONNECTOR_EXTERNAL_GROUP_SYNC: "external_group_sync",
+    OnyxCeleryQueues.DOC_PERMISSIONS_UPSERT: "permissions_upsert",
+    OnyxCeleryQueues.CONNECTOR_HIERARCHY_FETCHING: "hierarchy_fetching",
+    OnyxCeleryQueues.LLM_MODEL_UPDATE: "llm_model_update",
+    OnyxCeleryQueues.CHECKPOINT_CLEANUP: "checkpoint_cleanup",
+    OnyxCeleryQueues.INDEX_ATTEMPT_CLEANUP: "index_attempt_cleanup",
+    OnyxCeleryQueues.CSV_GENERATION: "csv_generation",
+    OnyxCeleryQueues.USER_FILE_PROCESSING: "user_file_processing",
+    OnyxCeleryQueues.USER_FILE_PROJECT_SYNC: "user_file_project_sync",
+    OnyxCeleryQueues.USER_FILE_DELETE: "user_file_delete",
+    OnyxCeleryQueues.MONITORING: "monitoring",
+    OnyxCeleryQueues.SANDBOX: "sandbox",
+    OnyxCeleryQueues.OPENSEARCH_MIGRATION: "opensearch_migration",
+}
+
+# Queues where prefetched (unacked) task counts are meaningful
+_UNACKED_QUEUES: list[str] = [
+    OnyxCeleryQueues.CONNECTOR_DOC_FETCHING,
+    OnyxCeleryQueues.DOCPROCESSING,
+]
+
+
+class _CachedCollector(Collector):
+    """Base collector with TTL-based caching.
+
+    Subclasses implement ``_collect_fresh()`` to query the actual data source.
+    The base ``collect()`` returns cached results if the TTL hasn't expired,
+    avoiding repeated queries when Prometheus scrapes frequently.
+    """
+
+    def __init__(self, cache_ttl: float = _DEFAULT_CACHE_TTL) -> None:
+        self._cache_ttl = cache_ttl
+        self._cached_result: list[GaugeMetricFamily] | None = None
+        self._last_collect_time: float = 0.0
+        self._lock = threading.Lock()
+
+    def collect(self) -> list[GaugeMetricFamily]:
+        with self._lock:
+            now = time.monotonic()
+            if (
+                now - self._last_collect_time < self._cache_ttl
+                and self._cached_result is not None
+            ):
+                return self._cached_result
+
+            try:
+                result = self._collect_fresh()
+                self._cached_result = result
+                self._last_collect_time = now
+                return result
+            except Exception:
+                logger.exception(f"Error in {type(self).__name__}.collect()")
+                # Return stale cache on error rather than nothing — avoids
+                # metrics disappearing during transient failures.
+                return self._cached_result if self._cached_result is not None else []
+
+    def _collect_fresh(self) -> list[GaugeMetricFamily]:
+        raise NotImplementedError
+
+    def describe(self) -> list[GaugeMetricFamily]:
+        return []
+
+
+class QueueDepthCollector(_CachedCollector):
+    """Reads Celery queue lengths from the broker Redis on each scrape."""
+
+    def __init__(self, cache_ttl: float = _DEFAULT_CACHE_TTL) -> None:
+        super().__init__(cache_ttl)
+        self._celery_app: Any | None = None
+
+    def set_celery_app(self, app: Any) -> None:
+        """Set the Celery app for broker Redis access."""
+        self._celery_app = app
+
+    def _collect_fresh(self) -> list[GaugeMetricFamily]:
+        if self._celery_app is None:
+            return []
+
+        from onyx.background.celery.celery_redis import celery_get_broker_client
+
+        redis_client = celery_get_broker_client(self._celery_app)
+
+        depth = GaugeMetricFamily(
+            "onyx_queue_depth",
+            "Number of tasks waiting in Celery queue",
+            labels=["queue"],
+        )
+        unacked = GaugeMetricFamily(
+            "onyx_queue_unacked",
+            "Number of prefetched (unacked) tasks for queue",
+            labels=["queue"],
+        )
+        queue_age = GaugeMetricFamily(
+            "onyx_queue_oldest_task_age_seconds",
+            "Age of the oldest task in the queue (seconds since enqueue)",
+            labels=["queue"],
+        )
+
+        now = time.time()
+
+        for queue_name, label in _QUEUE_LABEL_MAP.items():
+            length = celery_get_queue_length(queue_name, redis_client)
+            depth.add_metric([label], length)
+
+            # Peek at the oldest message to get its age
+            if length > 0:
+                age = self._get_oldest_message_age(redis_client, queue_name, now)
+                if age is not None:
+                    queue_age.add_metric([label], age)
+
+        for queue_name in _UNACKED_QUEUES:
+            label = _QUEUE_LABEL_MAP[queue_name]
+            task_ids = celery_get_unacked_task_ids(queue_name, redis_client)
+            unacked.add_metric([label], len(task_ids))
+
+        return [depth, unacked, queue_age]
+
+    @staticmethod
+    def _get_oldest_message_age(
+        redis_client: Redis, queue_name: str, now: float
+    ) -> float | None:
+        """Peek at the oldest (tail) message in a Redis list queue
+        and extract its timestamp to compute age.
+
+        Note: If the Celery message contains neither ``properties.timestamp``
+        nor ``headers.timestamp``, no age metric is emitted for this queue.
+        This can happen with custom task producers or non-standard Celery
+        protocol versions. The metric will simply be absent rather than
+        inaccurate, which is the safest behavior for alerting.
+        """
+        try:
+            raw: bytes | str | None = redis_client.lindex(queue_name, -1)  # type: ignore[assignment]
+            if raw is None:
+                return None
+            msg = json.loads(raw)
+            # Check for ETA tasks first — they are intentionally delayed,
+            # so reporting their queue age would be misleading.
+            headers = msg.get("headers", {})
+            if headers.get("eta") is not None:
+                return None
+            # Celery v2 protocol: timestamp in properties
+            props = msg.get("properties", {})
+            ts = props.get("timestamp")
+            if ts is not None:
+                return now - float(ts)
+            # Fallback: some Celery configurations place the timestamp in
+            # headers instead of properties.
+            ts = headers.get("timestamp")
+            if ts is not None:
+                return now - float(ts)
+        except Exception:
+            pass
+        return None
+
+
+class IndexAttemptCollector(_CachedCollector):
+    """Queries Postgres for index attempt state on each scrape."""
+
+    def __init__(self, cache_ttl: float = _DEFAULT_CACHE_TTL) -> None:
+        super().__init__(cache_ttl)
+        self._configured: bool = False
+        self._terminal_statuses: list = []
+
+    def configure(self) -> None:
+        """Call once DB engine is initialized."""
+        from onyx.db.enums import IndexingStatus
+
+        self._terminal_statuses = [s for s in IndexingStatus if s.is_terminal()]
+        self._configured = True
+
+    def _collect_fresh(self) -> list[GaugeMetricFamily]:
+        if not self._configured:
+            return []
+
+        from onyx.db.engine.sql_engine import get_session_with_current_tenant
+        from onyx.db.engine.tenant_utils import get_all_tenant_ids
+        from onyx.db.index_attempt import get_active_index_attempts_for_metrics
+        from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
+
+        attempts_gauge = GaugeMetricFamily(
+            "onyx_index_attempts_active",
+            "Number of non-terminal index attempts",
+            labels=[
+                "status",
+                "source",
+                "tenant_id",
+                "connector_name",
+                "cc_pair_id",
+            ],
+        )
+
+        tenant_ids = get_all_tenant_ids()
+
+        for tid in tenant_ids:
+            # Defensive guard — get_all_tenant_ids() should never yield None,
+            # but we guard here for API stability in case the contract changes.
+            if tid is None:
+                continue
+            token = CURRENT_TENANT_ID_CONTEXTVAR.set(tid)
+            try:
+                with get_session_with_current_tenant() as session:
+                    rows = get_active_index_attempts_for_metrics(session)
+
+                    for status, source, cc_id, cc_name, count in rows:
+                        name_val = cc_name or f"cc_pair_{cc_id}"
+                        attempts_gauge.add_metric(
+                            [
+                                status.value,
+                                source.value,
+                                tid,
+                                name_val,
+                                str(cc_id),
+                            ],
+                            count,
+                        )
+            finally:
+                CURRENT_TENANT_ID_CONTEXTVAR.reset(token)
+
+        return [attempts_gauge]
+
+
+class ConnectorHealthCollector(_CachedCollector):
+    """Queries Postgres for connector health state on each scrape."""
+
+    def __init__(self, cache_ttl: float = _DEFAULT_CACHE_TTL) -> None:
+        super().__init__(cache_ttl)
+        self._configured: bool = False
+
+    def configure(self) -> None:
+        """Call once DB engine is initialized."""
+        self._configured = True
+
+    def _collect_fresh(self) -> list[GaugeMetricFamily]:
+        if not self._configured:
+            return []
+
+        from onyx.db.connector_credential_pair import (
+            get_connector_health_for_metrics,
+        )
+        from onyx.db.engine.sql_engine import get_session_with_current_tenant
+        from onyx.db.engine.tenant_utils import get_all_tenant_ids
+        from onyx.db.index_attempt import get_docs_indexed_by_cc_pair
+        from onyx.db.index_attempt import get_failed_attempt_counts_by_cc_pair
+        from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
+
+        staleness_gauge = GaugeMetricFamily(
+            "onyx_connector_last_success_age_seconds",
+            "Seconds since last successful index for this connector",
+            labels=["tenant_id", "source", "cc_pair_id", "connector_name"],
+        )
+        error_state_gauge = GaugeMetricFamily(
+            "onyx_connector_in_error_state",
+            "Whether the connector is in a repeated error state (1=yes, 0=no)",
+            labels=["tenant_id", "source", "cc_pair_id", "connector_name"],
+        )
+        by_status_gauge = GaugeMetricFamily(
+            "onyx_connectors_by_status",
+            "Number of connectors grouped by status",
+            labels=["tenant_id", "status"],
+        )
+        error_total_gauge = GaugeMetricFamily(
+            "onyx_connectors_in_error_total",
+            "Total number of connectors in repeated error state",
+            labels=["tenant_id"],
+        )
+        per_connector_labels = [
+            "tenant_id",
+            "source",
+            "cc_pair_id",
+            "connector_name",
+        ]
+        docs_success_gauge = GaugeMetricFamily(
+            "onyx_connector_docs_indexed",
+            "Total new documents indexed (90-day rolling sum) per connector",
+            labels=per_connector_labels,
+        )
+        docs_error_gauge = GaugeMetricFamily(
+            "onyx_connector_error_count",
+            "Total number of failed index attempts per connector",
+            labels=per_connector_labels,
+        )
+
+        now = datetime.now(tz=timezone.utc)
+        tenant_ids = get_all_tenant_ids()
+
+        for tid in tenant_ids:
+            # Defensive guard — get_all_tenant_ids() should never yield None,
+            # but we guard here for API stability in case the contract changes.
+            if tid is None:
+                continue
+            token = CURRENT_TENANT_ID_CONTEXTVAR.set(tid)
+            try:
+                with get_session_with_current_tenant() as session:
+                    pairs = get_connector_health_for_metrics(session)
+                    error_counts_by_cc = get_failed_attempt_counts_by_cc_pair(session)
+                    docs_by_cc = get_docs_indexed_by_cc_pair(session)
+
+                    status_counts: dict[str, int] = {}
+                    error_count = 0
+
+                    for (
+                        cc_id,
+                        status,
+                        in_error,
+                        last_success,
+                        cc_name,
+                        source,
+                    ) in pairs:
+                        cc_id_str = str(cc_id)
+                        source_val = source.value
+                        name_val = cc_name or f"cc_pair_{cc_id}"
+                        label_vals = [tid, source_val, cc_id_str, name_val]
+
+                        if last_success is not None:
+                            # Both `now` and `last_success` are timezone-aware
+                            # (the DB column uses DateTime(timezone=True)),
+                            # so subtraction is safe.
+                            age = (now - last_success).total_seconds()
+                            staleness_gauge.add_metric(label_vals, age)
+
+                        error_state_gauge.add_metric(
+                            label_vals,
+                            1.0 if in_error else 0.0,
+                        )
+                        if in_error:
+                            error_count += 1
+
+                        docs_success_gauge.add_metric(
+                            label_vals,
+                            docs_by_cc.get(cc_id, 0),
+                        )
+
+                        docs_error_gauge.add_metric(
+                            label_vals,
+                            error_counts_by_cc.get(cc_id, 0),
+                        )
+
+                        status_val = status.value
+                        status_counts[status_val] = status_counts.get(status_val, 0) + 1
+
+                    for status_val, count in status_counts.items():
+                        by_status_gauge.add_metric([tid, status_val], count)
+
+                    error_total_gauge.add_metric([tid], error_count)
+            finally:
+                CURRENT_TENANT_ID_CONTEXTVAR.reset(token)
+
+        return [
+            staleness_gauge,
+            error_state_gauge,
+            by_status_gauge,
+            error_total_gauge,
+            docs_success_gauge,
+            docs_error_gauge,
+        ]
+
+
+class RedisHealthCollector(_CachedCollector):
+    """Collects Redis server health metrics (memory, clients, etc.)."""
+
+    def __init__(self, cache_ttl: float = _DEFAULT_CACHE_TTL) -> None:
+        super().__init__(cache_ttl)
+        self._celery_app: Any | None = None
+
+    def set_celery_app(self, app: Any) -> None:
+        """Set the Celery app for broker Redis access."""
+        self._celery_app = app
+
+    def _collect_fresh(self) -> list[GaugeMetricFamily]:
+        if self._celery_app is None:
+            return []
+
+        from onyx.background.celery.celery_redis import celery_get_broker_client
+
+        redis_client = celery_get_broker_client(self._celery_app)
+
+        memory_used = GaugeMetricFamily(
+            "onyx_redis_memory_used_bytes",
+            "Redis used memory in bytes",
+        )
+        memory_peak = GaugeMetricFamily(
+            "onyx_redis_memory_peak_bytes",
+            "Redis peak used memory in bytes",
+        )
+        memory_frag = GaugeMetricFamily(
+            "onyx_redis_memory_fragmentation_ratio",
+            "Redis memory fragmentation ratio (>1.5 indicates fragmentation)",
+        )
+        connected_clients = GaugeMetricFamily(
+            "onyx_redis_connected_clients",
+            "Number of connected Redis clients",
+        )
+
+        try:
+            mem_info: dict = redis_client.info("memory")  # type: ignore[assignment]
+            memory_used.add_metric([], mem_info.get("used_memory", 0))
+            memory_peak.add_metric([], mem_info.get("used_memory_peak", 0))
+            frag = mem_info.get("mem_fragmentation_ratio")
+            if frag is not None:
+                memory_frag.add_metric([], frag)
+
+            client_info: dict = redis_client.info("clients")  # type: ignore[assignment]
+            connected_clients.add_metric([], client_info.get("connected_clients", 0))
+        except Exception:
+            logger.debug("Failed to collect Redis health metrics", exc_info=True)
+
+        return [memory_used, memory_peak, memory_frag, connected_clients]
+
+
+class WorkerHeartbeatMonitor:
+    """Monitors Celery worker health via the event stream.
+
+    Subscribes to ``worker-heartbeat``, ``worker-online``, and
+    ``worker-offline`` events via a single persistent connection.
+    Runs in a daemon thread started once during worker setup.
+    """
+
+    # Consider a worker down if no heartbeat received for this long.
+    _HEARTBEAT_TIMEOUT_SECONDS = 120.0
+
+    def __init__(self, celery_app: Any) -> None:
+        self._app = celery_app
+        self._worker_last_seen: dict[str, float] = {}
+        self._lock = threading.Lock()
+        self._running = False
+        self._thread: threading.Thread | None = None
+
+    def start(self) -> None:
+        """Start the background event listener thread.
+
+        Safe to call multiple times — only starts one thread.
+        """
+        if self._thread is not None and self._thread.is_alive():
+            return
+        self._running = True
+        self._thread = threading.Thread(target=self._listen, daemon=True)
+        self._thread.start()
+        logger.info("WorkerHeartbeatMonitor started")
+
+    def stop(self) -> None:
+        self._running = False
+
+    def _listen(self) -> None:
+        """Background loop: connect to event stream and process heartbeats."""
+        while self._running:
+            try:
+                with self._app.connection() as conn:
+                    recv = self._app.events.Receiver(
+                        conn,
+                        handlers={
+                            "worker-heartbeat": self._on_heartbeat,
+                            "worker-online": self._on_heartbeat,
+                            "worker-offline": self._on_offline,
+                        },
+                    )
+                    recv.capture(
+                        limit=None, timeout=self._HEARTBEAT_TIMEOUT_SECONDS, wakeup=True
+                    )
+            except Exception:
+                if self._running:
+                    logger.debug(
+                        "Heartbeat listener disconnected, reconnecting in 5s",
+                        exc_info=True,
+                    )
+                    time.sleep(5.0)
+            else:
+                # capture() returned normally (timeout with no events); reconnect
+                if self._running:
+                    logger.debug("Heartbeat capture timed out, reconnecting")
+                    time.sleep(5.0)
+
+    def _on_heartbeat(self, event: dict[str, Any]) -> None:
+        hostname = event.get("hostname")
+        if hostname:
+            with self._lock:
+                self._worker_last_seen[hostname] = time.monotonic()
+
+    def _on_offline(self, event: dict[str, Any]) -> None:
+        hostname = event.get("hostname")
+        if hostname:
+            with self._lock:
+                self._worker_last_seen.pop(hostname, None)
+
+    def get_worker_status(self) -> dict[str, bool]:
+        """Return {hostname: is_alive} for all known workers.
+
+        Thread-safe. Called by WorkerHealthCollector on each scrape.
+        Also prunes workers that have been dead longer than 2x the
+        heartbeat timeout to prevent unbounded growth.
+        """
+        now = time.monotonic()
+        prune_threshold = self._HEARTBEAT_TIMEOUT_SECONDS * 2
+        with self._lock:
+            # Prune workers that have been gone for 2x the timeout
+            stale = [
+                h
+                for h, ts in self._worker_last_seen.items()
+                if (now - ts) > prune_threshold
+            ]
+            for h in stale:
+                del self._worker_last_seen[h]
+
+            result: dict[str, bool] = {}
+            for hostname, last_seen in self._worker_last_seen.items():
+                alive = (now - last_seen) < self._HEARTBEAT_TIMEOUT_SECONDS
+                result[hostname] = alive
+            return result
+
+
+class WorkerHealthCollector(_CachedCollector):
+    """Collects Celery worker health from the heartbeat monitor.
+
+    Reads worker status from ``WorkerHeartbeatMonitor`` which listens
+    to the Celery event stream via a single persistent connection.
+    """
+
+    def __init__(self, cache_ttl: float = 30.0) -> None:
+        super().__init__(cache_ttl)
+        self._monitor: WorkerHeartbeatMonitor | None = None
+
+    def set_monitor(self, monitor: WorkerHeartbeatMonitor) -> None:
+        """Set the heartbeat monitor instance."""
+        self._monitor = monitor
+
+    def _collect_fresh(self) -> list[GaugeMetricFamily]:
+        if self._monitor is None:
+            return []
+
+        active_workers = GaugeMetricFamily(
+            "onyx_celery_active_worker_count",
+            "Number of active Celery workers with recent heartbeats",
+        )
+        worker_up = GaugeMetricFamily(
+            "onyx_celery_worker_up",
+            "Whether a specific Celery worker is alive (1=up, 0=down)",
+            labels=["worker"],
+        )
+
+        try:
+            status = self._monitor.get_worker_status()
+            alive_count = sum(1 for alive in status.values() if alive)
+            active_workers.add_metric([], alive_count)
+
+            for hostname in sorted(status):
+                # Use short name (before @) for single-host deployments,
+                # full hostname when multiple hosts share a worker type.
+                label = hostname.split("@")[0]
+                worker_up.add_metric([label], 1 if status[hostname] else 0)
+        except Exception:
+            logger.debug("Failed to collect worker health metrics", exc_info=True)
+
+        return [active_workers, worker_up]

backend/onyx/server/metrics/indexing_pipeline_setup.py

@@ -0,0 +1,63 @@
+"""Setup function for indexing pipeline Prometheus collectors.
+
+Called once by the monitoring celery worker after Redis and DB are ready.
+"""
+
+from celery import Celery
+from prometheus_client.registry import REGISTRY
+
+from onyx.server.metrics.indexing_pipeline import ConnectorHealthCollector
+from onyx.server.metrics.indexing_pipeline import IndexAttemptCollector
+from onyx.server.metrics.indexing_pipeline import QueueDepthCollector
+from onyx.server.metrics.indexing_pipeline import RedisHealthCollector
+from onyx.server.metrics.indexing_pipeline import WorkerHealthCollector
+from onyx.server.metrics.indexing_pipeline import WorkerHeartbeatMonitor
+from onyx.utils.logger import setup_logger
+
+logger = setup_logger()
+
+# Module-level singletons — these are lightweight objects (no connections or DB
+# state) until configure() / set_celery_app() is called. Keeping them at
+# module level ensures they survive the lifetime of the worker process and are
+# only registered with the Prometheus registry once.
+_queue_collector = QueueDepthCollector()
+_attempt_collector = IndexAttemptCollector()
+_connector_collector = ConnectorHealthCollector()
+_redis_health_collector = RedisHealthCollector()
+_worker_health_collector = WorkerHealthCollector()
+_heartbeat_monitor: WorkerHeartbeatMonitor | None = None
+
+
+def setup_indexing_pipeline_metrics(celery_app: Celery) -> None:
+    """Register all indexing pipeline collectors with the default registry.
+
+    Args:
+        celery_app: The Celery application instance. Used to obtain a
+            broker Redis client on each scrape for queue depth metrics.
+    """
+    _queue_collector.set_celery_app(celery_app)
+    _redis_health_collector.set_celery_app(celery_app)
+
+    # Start the heartbeat monitor daemon thread — uses a single persistent
+    # connection to receive worker-heartbeat events.
+    # Module-level singleton prevents duplicate threads on re-entry.
+    global _heartbeat_monitor
+    if _heartbeat_monitor is None:
+        _heartbeat_monitor = WorkerHeartbeatMonitor(celery_app)
+        _heartbeat_monitor.start()
+    _worker_health_collector.set_monitor(_heartbeat_monitor)
+
+    _attempt_collector.configure()
+    _connector_collector.configure()
+
+    for collector in (
+        _queue_collector,
+        _attempt_collector,
+        _connector_collector,
+        _redis_health_collector,
+        _worker_health_collector,
+    ):
+        try:
+            REGISTRY.register(collector)
+        except ValueError:
+            logger.debug("Collector already registered: %s", type(collector).__name__)

backend/onyx/server/metrics/indexing_task_metrics.py

@@ -0,0 +1,253 @@
+"""Per-connector Prometheus metrics for indexing tasks.
+
+Enriches the two primary indexing tasks (docfetching_proxy_task and
+docprocessing_task) with connector-level labels: source, tenant_id,
+and cc_pair_id.
+
+Note: connector_name is intentionally excluded from push-based per-task
+counters because it is a user-defined free-form string that can create
+unbounded cardinality. The pull-based collectors on the monitoring worker
+(see indexing_pipeline.py) include connector_name since they have bounded
+cardinality (one series per connector, not per task execution).
+
+Uses an in-memory cache for cc_pair_id → (source, name) lookups.
+Connectors never change source type, and names change rarely, so the
+cache is safe to hold for the worker's lifetime.
+
+Usage in a worker app module:
+    from onyx.server.metrics.indexing_task_metrics import (
+        on_indexing_task_prerun,
+        on_indexing_task_postrun,
+    )
+"""
+
+import threading
+import time
+from dataclasses import dataclass
+
+from celery import Task
+from prometheus_client import Counter
+from prometheus_client import Histogram
+
+from onyx.configs.constants import OnyxCeleryTask
+from onyx.server.metrics.celery_task_metrics import _MAX_START_TIME_AGE_SECONDS
+from onyx.utils.logger import setup_logger
+from shared_configs.contextvars import CURRENT_TENANT_ID_CONTEXTVAR
+
+logger = setup_logger()
+
+
+@dataclass(frozen=True)
+class ConnectorInfo:
+    """Cached connector metadata for metric labels."""
+
+    source: str
+    name: str
+
+
+_UNKNOWN_CONNECTOR = ConnectorInfo(source="unknown", name="unknown")
+
+# (tenant_id, cc_pair_id) → ConnectorInfo (populated on first encounter).
+# Keyed by tenant to avoid cross-tenant cache poisoning in multi-tenant
+# deployments where different tenants can share the same cc_pair_id value.
+_connector_cache: dict[tuple[str, int], ConnectorInfo] = {}
+
+# Lock protecting _connector_cache — multiple thread-pool workers may
+# resolve connectors concurrently.
+_connector_cache_lock = threading.Lock()
+
+# Only enrich these task types with per-connector labels
+_INDEXING_TASK_NAMES: frozenset[str] = frozenset(
+    {
+        OnyxCeleryTask.CONNECTOR_DOC_FETCHING_TASK,
+        OnyxCeleryTask.DOCPROCESSING_TASK,
+    }
+)
+
+# connector_name is intentionally excluded — see module docstring.
+INDEXING_TASK_STARTED = Counter(
+    "onyx_indexing_task_started_total",
+    "Indexing tasks started per connector",
+    ["task_name", "source", "tenant_id", "cc_pair_id"],
+)
+
+INDEXING_TASK_COMPLETED = Counter(
+    "onyx_indexing_task_completed_total",
+    "Indexing tasks completed per connector",
+    [
+        "task_name",
+        "source",
+        "tenant_id",
+        "cc_pair_id",
+        "outcome",
+    ],
+)
+
+INDEXING_TASK_DURATION = Histogram(
+    "onyx_indexing_task_duration_seconds",
+    "Indexing task duration by connector type",
+    ["task_name", "source", "tenant_id"],
+    buckets=[1, 5, 15, 30, 60, 120, 300, 600, 1800, 3600],
+)
+
+# task_id → monotonic start time (for indexing tasks only)
+_indexing_start_times: dict[str, float] = {}
+
+# Lock protecting _indexing_start_times — prerun, postrun, and eviction may
+# run concurrently on thread-pool workers.
+_indexing_start_times_lock = threading.Lock()
+
+
+def _evict_stale_start_times() -> None:
+    """Remove _indexing_start_times entries older than _MAX_START_TIME_AGE_SECONDS.
+
+    Must be called while holding _indexing_start_times_lock.
+    """
+    now = time.monotonic()
+    stale_ids = [
+        tid
+        for tid, start in _indexing_start_times.items()
+        if now - start > _MAX_START_TIME_AGE_SECONDS
+    ]
+    for tid in stale_ids:
+        _indexing_start_times.pop(tid, None)
+
+
+def _resolve_connector(cc_pair_id: int) -> ConnectorInfo:
+    """Resolve cc_pair_id to ConnectorInfo, using cache when possible.
+
+    On cache miss, does a single DB query with eager connector load.
+    On any failure, returns _UNKNOWN_CONNECTOR without caching, so that
+    subsequent calls can retry the lookup once the DB is available.
+
+    Note on tenant_id source: we read CURRENT_TENANT_ID_CONTEXTVAR for the
+    cache key. The Celery tenant-aware middleware sets this contextvar before
+    task execution, and it always matches kwargs["tenant_id"] (which is set
+    at task dispatch time). They are guaranteed to agree for a given task
+    execution context.
+    """
+    tenant_id = CURRENT_TENANT_ID_CONTEXTVAR.get("") or ""
+    cache_key = (tenant_id, cc_pair_id)
+
+    with _connector_cache_lock:
+        cached = _connector_cache.get(cache_key)
+        if cached is not None:
+            return cached
+
+    try:
+        from onyx.db.connector_credential_pair import (
+            get_connector_credential_pair_from_id,
+        )
+        from onyx.db.engine.sql_engine import get_session_with_current_tenant
+
+        with get_session_with_current_tenant() as db_session:
+            cc_pair = get_connector_credential_pair_from_id(
+                db_session,
+                cc_pair_id,
+                eager_load_connector=True,
+            )
+            if cc_pair is None:
+                # DB lookup succeeded but cc_pair doesn't exist — don't cache,
+                # it may appear later (race with connector creation).
+                return _UNKNOWN_CONNECTOR
+
+            info = ConnectorInfo(
+                source=cc_pair.connector.source.value,
+                name=cc_pair.name,
+            )
+            with _connector_cache_lock:
+                _connector_cache[cache_key] = info
+            return info
+    except Exception:
+        logger.debug(
+            f"Failed to resolve connector info for cc_pair_id={cc_pair_id}",
+            exc_info=True,
+        )
+        return _UNKNOWN_CONNECTOR
+
+
+def on_indexing_task_prerun(
+    task_id: str | None,
+    task: Task | None,
+    kwargs: dict | None,
+) -> None:
+    """Record per-connector metrics at task start.
+
+    Only fires for tasks in _INDEXING_TASK_NAMES. Silently returns for
+    all other tasks.
+    """
+    if task is None or task_id is None or kwargs is None:
+        return
+
+    task_name = task.name or ""
+    if task_name not in _INDEXING_TASK_NAMES:
+        return
+
+    try:
+        cc_pair_id = kwargs.get("cc_pair_id")
+        tenant_id = str(kwargs.get("tenant_id", "unknown"))
+
+        if cc_pair_id is None:
+            return
+
+        info = _resolve_connector(cc_pair_id)
+
+        INDEXING_TASK_STARTED.labels(
+            task_name=task_name,
+            source=info.source,
+            tenant_id=tenant_id,
+            cc_pair_id=str(cc_pair_id),
+        ).inc()
+
+        with _indexing_start_times_lock:
+            _evict_stale_start_times()
+            _indexing_start_times[task_id] = time.monotonic()
+    except Exception:
+        logger.debug("Failed to record indexing task prerun metrics", exc_info=True)
+
+
+def on_indexing_task_postrun(
+    task_id: str | None,
+    task: Task | None,
+    kwargs: dict | None,
+    state: str | None,
+) -> None:
+    """Record per-connector completion metrics.
+
+    Only fires for tasks in _INDEXING_TASK_NAMES.
+    """
+    if task is None or task_id is None or kwargs is None:
+        return
+
+    task_name = task.name or ""
+    if task_name not in _INDEXING_TASK_NAMES:
+        return
+
+    try:
+        cc_pair_id = kwargs.get("cc_pair_id")
+        tenant_id = str(kwargs.get("tenant_id", "unknown"))
+
+        if cc_pair_id is None:
+            return
+
+        info = _resolve_connector(cc_pair_id)
+        outcome = "success" if state == "SUCCESS" else "failure"
+
+        INDEXING_TASK_COMPLETED.labels(
+            task_name=task_name,
+            source=info.source,
+            tenant_id=tenant_id,
+            cc_pair_id=str(cc_pair_id),
+            outcome=outcome,
+        ).inc()
+
+        with _indexing_start_times_lock:
+            start = _indexing_start_times.pop(task_id, None)
+        if start is not None:
+            INDEXING_TASK_DURATION.labels(
+                task_name=task_name,
+                source=info.source,
+                tenant_id=tenant_id,
+            ).observe(time.monotonic() - start)
+    except Exception:
+        logger.debug("Failed to record indexing task postrun metrics", exc_info=True)

backend/onyx/server/metrics/metrics_server.py

@@ -0,0 +1,89 @@
+"""Standalone Prometheus metrics HTTP server for non-API processes.
+
+The FastAPI API server already exposes /metrics via prometheus-fastapi-instrumentator.
+Celery workers and other background processes use this module to expose their
+own /metrics endpoint on a configurable port.
+
+Usage:
+    from onyx.server.metrics.metrics_server import start_metrics_server
+    start_metrics_server("monitoring")  # reads port from env or uses default
+"""
+
+import os
+import threading
+
+from prometheus_client import start_http_server
+
+from onyx.utils.logger import setup_logger
+
+logger = setup_logger()
+
+# Default ports for worker types that serve custom Prometheus metrics.
+# Only add entries here when a worker actually registers collectors.
+# In k8s each worker type runs in its own pod, so PROMETHEUS_METRICS_PORT
+# env var can override.
+_DEFAULT_PORTS: dict[str, int] = {
+    "monitoring": 9096,
+    "docfetching": 9092,
+    "docprocessing": 9093,
+}
+
+_server_started = False
+_server_lock = threading.Lock()
+
+
+def start_metrics_server(worker_type: str) -> int | None:
+    """Start a Prometheus metrics HTTP server in a background thread.
+
+    Returns the port if started, None if disabled or already started.
+
+    Port resolution order:
+    1. PROMETHEUS_METRICS_PORT env var (explicit override)
+    2. Default port for the worker type
+    3. If worker type is unknown and no env var, skip
+
+    Set PROMETHEUS_METRICS_ENABLED=false to disable.
+    """
+    global _server_started
+
+    with _server_lock:
+        if _server_started:
+            logger.debug(f"Metrics server already started for {worker_type}")
+            return None
+
+        enabled = os.environ.get("PROMETHEUS_METRICS_ENABLED", "true").lower()
+        if enabled in ("false", "0", "no"):
+            logger.info(f"Prometheus metrics server disabled for {worker_type}")
+            return None
+
+        port_str = os.environ.get("PROMETHEUS_METRICS_PORT")
+        if port_str:
+            try:
+                port = int(port_str)
+            except ValueError:
+                logger.warning(
+                    f"Invalid PROMETHEUS_METRICS_PORT '{port_str}' for {worker_type}, "
+                    "must be a numeric port. Skipping metrics server."
+                )
+                return None
+        elif worker_type in _DEFAULT_PORTS:
+            port = _DEFAULT_PORTS[worker_type]
+        else:
+            logger.info(
+                f"No default metrics port for worker type '{worker_type}' "
+                "and PROMETHEUS_METRICS_PORT not set. Skipping metrics server."
+            )
+            return None
+
+        try:
+            start_http_server(port)
+            _server_started = True
+            logger.info(
+                f"Prometheus metrics server started on :{port} for {worker_type}"
+            )
+            return port
+        except OSError as e:
+            logger.warning(
+                f"Failed to start metrics server on :{port} for {worker_type}: {e}"
+            )
+            return None

backend/onyx/server/metrics/opensearch_search.py

@@ -0,0 +1,106 @@
+"""Prometheus metrics for OpenSearch search latency and throughput.
+
+Tracks client-side round-trip latency, server-side execution time (from
+OpenSearch's ``took`` field), total search count, and in-flight concurrency.
+"""
+
+import logging
+from collections.abc import Generator
+from contextlib import contextmanager
+
+from prometheus_client import Counter
+from prometheus_client import Gauge
+from prometheus_client import Histogram
+
+from onyx.document_index.opensearch.constants import OpenSearchSearchType
+
+logger = logging.getLogger(__name__)
+
+_SEARCH_LATENCY_BUCKETS = (
+    0.005,
+    0.01,
+    0.025,
+    0.05,
+    0.1,
+    0.25,
+    0.5,
+    1.0,
+    2.5,
+    5.0,
+    10.0,
+    25.0,
+)
+
+_client_duration = Histogram(
+    "onyx_opensearch_search_client_duration_seconds",
+    "Client-side end-to-end latency of OpenSearch search calls",
+    ["search_type"],
+    buckets=_SEARCH_LATENCY_BUCKETS,
+)
+
+_server_duration = Histogram(
+    "onyx_opensearch_search_server_duration_seconds",
+    "Server-side execution time reported by OpenSearch (took field)",
+    ["search_type"],
+    buckets=_SEARCH_LATENCY_BUCKETS,
+)
+
+_search_total = Counter(
+    "onyx_opensearch_search_total",
+    "Total number of search requests sent to OpenSearch",
+    ["search_type"],
+)
+
+_searches_in_progress = Gauge(
+    "onyx_opensearch_searches_in_progress",
+    "Number of OpenSearch searches currently in-flight",
+    ["search_type"],
+)
+
+
+def observe_opensearch_search(
+    search_type: OpenSearchSearchType,
+    client_duration_s: float,
+    server_took_ms: int | None,
+) -> None:
+    """Records latency and throughput metrics for a completed OpenSearch search.
+
+    Args:
+        search_type: The type of search.
+        client_duration_s: Wall-clock duration measured on the client side, in
+            seconds.
+        server_took_ms: The ``took`` value from the OpenSearch response, in
+            milliseconds. May be ``None`` if the response did not include it.
+    """
+    try:
+        label = search_type.value
+        _search_total.labels(search_type=label).inc()
+        _client_duration.labels(search_type=label).observe(client_duration_s)
+        if server_took_ms is not None:
+            _server_duration.labels(search_type=label).observe(server_took_ms / 1000.0)
+    except Exception:
+        logger.warning("Failed to record OpenSearch search metrics.", exc_info=True)
+
+
+@contextmanager
+def track_opensearch_search_in_progress(
+    search_type: OpenSearchSearchType,
+) -> Generator[None, None, None]:
+    """Context manager that tracks in-flight OpenSearch searches via a Gauge."""
+    incremented = False
+    label = search_type.value
+    try:
+        _searches_in_progress.labels(search_type=label).inc()
+        incremented = True
+    except Exception:
+        logger.warning("Failed to increment in-progress search gauge.", exc_info=True)
+    try:
+        yield
+    finally:
+        if incremented:
+            try:
+                _searches_in_progress.labels(search_type=label).dec()
+            except Exception:
+                logger.warning(
+                    "Failed to decrement in-progress search gauge.", exc_info=True
+                )

backend/onyx/server/query_and_chat/models.py

@@ -41,6 +41,21 @@ class MessageResponseIDInfo(BaseModel):
     reserved_assistant_message_id: int
 
 
+class ModelResponseSlot(BaseModel):
+    """Pairs a reserved assistant message ID with its model display name."""
+
+    message_id: int
+    model_name: str
+
+
+class MultiModelMessageResponseIDInfo(BaseModel):
+    """Sent at the start of a multi-model streaming response.
+    Contains the user message ID and one slot per model being run in parallel."""
+
+    user_message_id: int | None
+    responses: list[ModelResponseSlot]
+
+
 class SourceTag(Tag):
     source: DocumentSource
 
@@ -86,6 +101,9 @@ class SendMessageRequest(BaseModel):
     message: str
 
     llm_override: LLMOverride | None = None
+    # For multi-model mode: up to 3 LLM overrides to run in parallel.
+    # When provided with >1 entry, triggers multi-model streaming.
+    llm_overrides: list[LLMOverride] | None = None
     # Test-only override for deterministic LiteLLM mock responses.
     mock_llm_response: str | None = None
 
@@ -211,6 +229,8 @@ class ChatMessageDetail(BaseModel):
     error: str | None = None
     current_feedback: str | None = None  # "like" | "dislike" | null
     processing_duration_seconds: float | None = None
+    preferred_response_id: int | None = None
+    model_display_name: str | None = None
 
     def model_dump(self, *args: list, **kwargs: dict[str, Any]) -> dict[str, Any]:  # type: ignore
         initial_dict = super().model_dump(mode="json", *args, **kwargs)  # type: ignore
@@ -218,6 +238,11 @@ class ChatMessageDetail(BaseModel):
         return initial_dict
 
 
+class SetPreferredResponseRequest(BaseModel):
+    user_message_id: int
+    preferred_response_id: int
+
+
 class ChatSessionDetailResponse(BaseModel):
     chat_session_id: UUID
     description: str | None

backend/onyx/server/query_and_chat/placement.py

@@ -8,3 +8,5 @@ class Placement(BaseModel):
     tab_index: int = 0
     # Used for tools/agents that call other tools, this currently doesn't support nested agents but can be added later
     sub_turn_index: int | None = None
+    # For multi-model streaming: identifies which model (0, 1, 2) this packet belongs to.
+    model_index: int | None = None

backend/onyx/server/settings/api.py

@@ -17,6 +17,7 @@ from onyx.db.models import User
 from onyx.db.notification import dismiss_all_notifications
 from onyx.db.notification import get_notifications
 from onyx.db.notification import update_notification_last_shown
+from onyx.hooks.utils import HOOKS_AVAILABLE
 from onyx.key_value_store.factory import get_kv_store
 from onyx.key_value_store.interface import KvKeyNotFoundError
 from onyx.server.features.build.utils import is_onyx_craft_enabled
@@ -80,6 +81,7 @@ def fetch_settings(
         needs_reindexing=needs_reindexing,
         onyx_craft_enabled=onyx_craft_enabled_for_user,
         vector_db_enabled=not DISABLE_VECTOR_DB,
+        hooks_enabled=HOOKS_AVAILABLE,
         version=onyx_version,
     )
 

backend/onyx/server/settings/models.py

@@ -104,5 +104,7 @@ class UserSettings(Settings):
     # False when DISABLE_VECTOR_DB is set — connectors, RAG search, and
     # document sets are unavailable.
     vector_db_enabled: bool = True
+    # True when hooks are available: single-tenant deployment with HOOK_ENABLED=true.
+    hooks_enabled: bool = False
     # Application version, read from the ONYX_VERSION env var at startup.
     version: str | None = None

backend/onyx/tools/fake_tools/research_agent.py

@@ -736,7 +736,7 @@ if __name__ == "__main__":
             llm.config.model_name, llm.config.model_provider
         )
 
-        persona = get_default_behavior_persona(db_session)
+        persona = get_default_behavior_persona(db_session, eager_load_for_tools=True)
         if persona is None:
             raise ValueError("No default persona found")
 

backend/onyx/tools/tool_constructor.py

@@ -9,6 +9,7 @@ from onyx.chat.emitter import Emitter
 from onyx.configs.app_configs import DISABLE_VECTOR_DB
 from onyx.configs.model_configs import GEN_AI_TEMPERATURE
 from onyx.context.search.models import BaseFilters
+from onyx.context.search.models import PersonaSearchInfo
 from onyx.db.enums import MCPAuthenticationPerformer
 from onyx.db.enums import MCPAuthenticationType
 from onyx.db.mcp import get_all_mcp_tools_for_server
@@ -124,7 +125,12 @@ def construct_tools(
 ) -> dict[int, list[Tool]]:
     """Constructs tools based on persona configuration and available APIs.
 
-    Will simply skip tools that are not allowed/available."""
+    Will simply skip tools that are not allowed/available.
+
+    Callers must supply a persona with ``tools``, ``document_sets``,
+    ``attached_documents``, and ``hierarchy_nodes`` already eager-loaded
+    (e.g. via ``eager_load_persona=True`` or ``eager_load_for_tools=True``)
+    to avoid lazy SQL queries after the session may have been flushed."""
     tool_dict: dict[int, list[Tool]] = {}
 
     # Log which tools are attached to the persona for debugging
@@ -143,6 +149,28 @@ def construct_tools(
     # This flow is for search so we do not get all indices.
     document_index = get_default_document_index(search_settings, None, db_session)
 
+    def _build_search_tool(tool_id: int, config: SearchToolConfig) -> SearchTool:
+        persona_search_info = PersonaSearchInfo(
+            document_set_names=[ds.name for ds in persona.document_sets],
+            search_start_date=persona.search_start_date,
+            attached_document_ids=[doc.id for doc in persona.attached_documents],
+            hierarchy_node_ids=[node.id for node in persona.hierarchy_nodes],
+        )
+        return SearchTool(
+            tool_id=tool_id,
+            emitter=emitter,
+            user=user,
+            persona_search_info=persona_search_info,
+            llm=llm,
+            document_index=document_index,
+            user_selected_filters=config.user_selected_filters,
+            project_id_filter=config.project_id_filter,
+            persona_id_filter=config.persona_id_filter,
+            bypass_acl=config.bypass_acl,
+            slack_context=config.slack_context,
+            enable_slack_search=config.enable_slack_search,
+        )
+
     added_search_tool = False
     for db_tool_model in persona.tools:
         # If allowed_tool_ids is specified, skip tools not in the allowed list
@@ -176,22 +204,9 @@ def construct_tools(
                 if not search_tool_config:
                     search_tool_config = SearchToolConfig()
 
-                search_tool = SearchTool(
-                    tool_id=db_tool_model.id,
-                    emitter=emitter,
-                    user=user,
-                    persona=persona,
-                    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,
-                    bypass_acl=search_tool_config.bypass_acl,
-                    slack_context=search_tool_config.slack_context,
-                    enable_slack_search=search_tool_config.enable_slack_search,
-                )
-
-                tool_dict[db_tool_model.id] = [search_tool]
+                tool_dict[db_tool_model.id] = [
+                    _build_search_tool(db_tool_model.id, search_tool_config)
+                ]
 
             # Handle Image Generation Tool
             elif tool_cls.__name__ == ImageGenerationTool.__name__:
@@ -421,26 +436,12 @@ def construct_tools(
         # Get the database tool model for SearchTool
         search_tool_db_model = get_builtin_tool(db_session, SearchTool)
 
-        # Use the passed-in config if available, otherwise create a new one
         if not search_tool_config:
             search_tool_config = SearchToolConfig()
 
-        search_tool = SearchTool(
-            tool_id=search_tool_db_model.id,
-            emitter=emitter,
-            user=user,
-            persona=persona,
-            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,
-            bypass_acl=search_tool_config.bypass_acl,
-            slack_context=search_tool_config.slack_context,
-            enable_slack_search=search_tool_config.enable_slack_search,
-        )
-
-        tool_dict[search_tool_db_model.id] = [search_tool]
+        tool_dict[search_tool_db_model.id] = [
+            _build_search_tool(search_tool_db_model.id, search_tool_config)
+        ]
 
     # Always inject MemoryTool when the user has the memory tool enabled,
     # bypassing persona tool associations and allowed_tool_ids filtering